AI drafts.
You sign.
Ready-to-use AI workflows, prompts and BAA checklists built for psychiatric practice: prior-auth letters, refill and message triage, reminders, intake follow-up and more. Set up in a weekend. No patient data goes where it shouldn't.
You didn't train for years to write prior-auth letters at 9 p.m.
Psychiatric practice runs on messages, refills, forms and payer paperwork. AI can draft much of it in seconds, but most tools and tutorials aren't built for mental health, and one wrong copy-paste into a consumer chatbot can put patient privacy at risk.
- Which AI tools will actually sign a BAA, and which features are excluded?
- How do you use AI for refills and triage without letting it make clinical calls?
- What can you safely automate, and what must always come to you?
The Toolkit answers those questions with templates you can use this week.
What's inside
Five practical documents. Google Docs you can copy, plus PDFs.
Quick-Start Guide
The 3 rules and a weekend setup plan, so you're using AI safely by Monday.
HIPAA-Safe AI Rules & BAA Checklist
Plain-English rules, the 18 Safe Harbor identifiers, psychiatry red lines, vendor questions, and a cited vendor reference with "last checked" dates.
10 Workflow Templates
Inquiry replies, intake follow-up, reminders, no-show outreach, prior-auth drafts, refill and message triage, visit summaries and note templates, reviews, newsletter.
Prompt Library
39 copy-and-paste prompts, each labeled "non-PHI OK" or "BAA tool only".
Policy Starters
One-page AI Use Rules, a practice tool inventory, and a vendor BAA checklist.
Human checkpoints built in
Every clinical workflow says who reviews it. AI never approves refills or decides on safety.
How it works
Buy & download
Instant access by email.
Day 1: set your rules
Check your tools against the BAA checklist and adopt the AI Use Rules.
Day 2: install 3 workflows
Paste templates into your EHR, portal or saved replies. Test with a fictional patient.
Built for
- PMHNPs and psychiatric clinicians in solo or small practices
- Practice owners and office managers in outpatient psychiatry
- Clinicians who want to use AI carefully, not blindly
Psychiatrist and other specialty editions planned.
Not for
- Anyone wanting software that runs things for them
- Done-for-you setup, coaching or calls
- Individual legal or clinical advice
Pricing
AI-Optimized Practice Toolkit – Psych Edition
- All 5 documents (Docs + PDF)
- One-practice license
- v1.x updates
- 14-day no-questions refund
Practice Briefing Membership
- New template pack every month
- Weekly "AI for Psych Practice" email on vendor, BAA and law changes
- Cancel anytime
Coming soon
FAQ
Is the Toolkit HIPAA compliant?
The Toolkit is educational material, not software, so it doesn't handle patient data. It teaches HIPAA-aware ways to use AI: BAA checks, de-identification and human review. Your practice remains responsible for its own compliance.
Do I need to send you any patient information?
No, never. Please don't. Our support tools aren't set up for PHI, and we'll delete any message that contains it.
Which AI tools does this work with?
Any. The templates are tool-agnostic. The vendor checklist covers common scribes, AI assistants with BAA options, automation platforms, voice agents and EHR add-ons.
Will AI make clinical decisions in these workflows?
No. AI drafts, sorts and summarizes. A clinician reviews and signs. Controlled-substance refills and any possible safety concern always go straight to the clinician.
I'm not a PMHNP. Is it useful?
Psychiatrists and psychiatric practice staff will find most of it directly usable. Other specialties can use the rules, checklist and front-desk templates. Specialty editions are planned.
Is there a call, coaching or setup help?
No. It's fully self-serve, so the price stays low. Support covers access and billing questions by email: just reply to your receipt.
Is this legal advice?
No. It's general education. State laws on AI in mental health care are changing, so check with a healthcare attorney in your state.
Can I share it with my group?
One purchase covers one practice and its staff. Please don't post or resell it.
What if it's not for me?
Request a refund within 14 days for a full refund, no questions asked.
14-day, no-questions-asked refund
If the Toolkit isn't right for you, request a refund within 14 days of purchase by replying to your purchase receipt email (refund policy), and you'll get a full refund to your original payment method. One refund per customer.