Practice Manager

Clinical tools for your practice. Use them with patients, use them for patients, use them to run the business behind it all.

🔐 Loading profile...
Clinical Tools

Tools you open during or immediately after a session. Point-of-care, patient-facing outputs, and dual-output documents — patient artifact and chart language simultaneously.

🧪 Assessments & Patient Tools 2 tools
📊

Assessment Suite

Select validated screening instruments, enter patient email, and send them directly to the patient. Results come back automatically scored with a clinical summary and chart note language ready to paste into your EHR. Covers depression, anxiety, trauma, ADHD, substance use, sleep, OCD, BPD, and more.

Coming Soon
🚨

Crisis Safety Plan Builder

Guided safety planning with a high-risk patient during session. Structured prompts walk through warning signs, coping strategies, support contacts, and means restriction. Outputs a formatted safety plan PDF for the patient plus chart documentation language proving the intervention was completed.

Coming Soon
🧬 Clinical Reference 4 tools
🔬

Monitoring Protocol Reference

Medication-driven monitoring requirements. Select a medication or class and see the full monitoring schedule — baseline panel, recheck timing, clinically relevant thresholds, REMS requirements, and what to do when results are abnormal. Includes chart documentation language for each protocol.

Coming Soon
🪛

Augmentation Reference

Evidence-based augmentation strategies by primary agent or diagnosis. Not a prescribing tool — a clinical reasoning scaffold for complex or treatment-resistant presentations. Rationale, evidence summary, and key considerations for each option.

Coming Soon
🧬

CYP450 & Metabolism Checker

Inducers, inhibitors, and substrates by pathway. Framed around explaining to the patient why a medication may not be working or is causing side effects — not just flagging an interaction. Includes patient-readable explanation and chart documentation language.

Coming Soon
💉

LAI Start & Switch Guide

Long-acting injectable initiation and transition protocols. Oral-to-LAI overlap requirements, missed dose windows, injection site guidance, and brand-specific logistics. Outputs a patient handout and chart documentation language for the transition visit.

Coming Soon
📝 Documents & Letters 4 tools
📜

Letter Generator

Medical necessity appeals, ESA letters, FMLA and disability documentation, clinical letters of support. Enter the clinical details, the tool generates a professional document auto-filled from your Vault profile.

Coming Soon
📄

Template Hub

Every clinical and practice template in one searchable library. Includes a static psychoeducation library and therapy worksheets for CBT, DBT, ACT, and MI. Browse by category or search by keyword. When Ask the Archive references a template, it links here.

Coming Soon
📋

Treatment Plan Generator

Enter diagnosis, presenting symptoms, and patient goals — get a structured treatment plan draft with goals, objectives, and interventions in the format your EHR or licensing board expects. Primarily for therapists who maintain and update treatment plans regularly.

Coming Soon
📨

Termination Letter Generator

State-specific abandonment rules, required notice periods, emergency refill requirements. Generates a compliant termination letter with documentation guidance to protect against board complaints.

Coming Soon
🧠 Therapist Tools 3 tools
✏️

Therapeutic Homework Generator

Select the skill or technique worked on in session — thought records, behavioral activation, distress tolerance, values clarification — and get a tailored homework assignment the patient takes home. CBT, DBT, ACT, and MI frameworks covered.

Coming Soon
👥

Group Therapy Note Assistant

Enter group topic, interventions used, general group dynamics, and individual member participation notes. Generates individual group note entries for each member. Eliminates the most time-consuming documentation burden for therapists running multiple groups.

Coming Soon
🗣️

Difficult Conversation Reference

Structured frameworks for high-stakes clinical situations — patient refusing recommended treatment, family conflict in session, controlled substance requests, boundary concerns. Key talking points, documentation language, and risk mitigation notes. Pull it up in the moment.

Coming Soon
🎓 Supervision 2 tools
📝

Supervision Note Assistant

For supervisors. Enter what was discussed in supervision — the case, the clinical reasoning reviewed, your guidance and directives. Get a structured supervision note documenting the session. No more supervision notes written from memory at the end of the week.

Coming Soon
📅

Supervision Tracker

For associate-level clinicians tracking hours toward independent licensure. Log direct and indirect hours, dual-auth supervisor verification, state-specific requirements, and projected completion date.

Planned
Practice Operations

Administrative and compliance tools for running the business behind your practice. Lower frequency, high importance when you need them.

🛡 Compliance & Legal 4 tools
📋

HIPAA Compliance Binder

Answer guided questions about your practice. Auto-generate all six HIPAA compliance documents — policies, risk analysis, breach plan, BAA tracking, workforce docs — customized to your actual workflow.

Coming Soon
🗺

Cross-State Compliance

State-by-state telehealth, prescribing, and practice authority reference. Licensing, parity laws, consent, controlled substances, privacy laws, taxes, and compacts — searchable by state.

Coming Soon
🔍

Liability Exposure Audit

Self-assessment of common compliance gaps — consent forms, BAAs, PDMP use, termination policies, note defensibility. Scored report with action items linked to CE courses and Practice Lab modes.

Planned
🤝

CPA Builder

For states requiring collaborative practice agreements. Select your state, enter collaborator info, generate a compliant CPA template with negotiation guidance and red flags.

Planned
💰 Money & Business 3 tools
📈

Payer Contract Manager

Track every payer contract in one place. Compare your rates against Medicare side by side. Generate rate increase request letters pre-filled with your specific data. Automated reminders when it is time to renegotiate. Payer contracting contact directory crowdsourced by practicing prescribers.

Coming Soon
🧮

Service Mix Modeler

Simple slider-based financial calculator. Adjust clinical hours, overhead, no-show rate, payer mix, and add-on billing. See directional take-home impact in real time. No spreadsheets, no CSV uploads, just rough estimates and immediate clarity.

Planned
🧾

Superbill Generator

For out-of-network or private pay practices. Auto-fills provider info from your Vault profile. Enter visit details and generate a professional superbill your patients can submit for reimbursement. Download as PDF.

Planned
🚨 Protection & Incidents 2 tools
⚠️

Incident Documentation

When something goes wrong — complaint, adverse event, boundary violation, threatening patient — guided prompts generate a formatted incident report with guidance on who to notify, when to call your malpractice carrier, and what NOT to do.

Coming Soon
🛡

Malpractice Claim Kit

Break glass in case of emergency. First 24 hours guide, what to gather, what your carrier will ask for, what NOT to do. Secure notes area for attorney-privileged recollection.

Planned
📊 Tracking 1 tool
📚

CE Tracker

State-specific CE requirements auto-generated from your license. Track completed hours, mandatory topics satisfied, and days until renewal. Surfaces matching Think Beyond Education courses for unmet requirements.

Coming Soon