CaseLoop helps behavioral health providers grow their caseload by dramatically reducing time spent on referrals, documentation, and case-related activities — all in a private, intelligent tool built around how you already work.
Get a demo →CaseLoop is the AI assistant designed specifically for behavioral health providers — built around the privacy your work requires, and the workflow you already have.
You have 4 visits today and 2 new referrals came in overnight — both supervised visitation, one bilingual Spanish.
One thing needs attention: D. Whitfield's CANS assessment is due Friday. I can draft it from the last six weeks of session notes.
Pull driver and supervisor timesheets directly from your visit data. CaseLoop calculates pay rates, mileage, wait time, training, and per-period adjustments — then exports payroll-ready Excel your accountant can drop straight into your system.
CaseLoop reconciles every visit against your system of record — flagging missing notes, unpaid balances, and discrepancies before they cost you money. Customers recover an average of $2,000–$4,000 per month in revenue they didn't know they were losing.
Replace per-agency spreadsheets with one structured record for every staff member. CaseLoop watches every certification, training, and contract document — with automatic 90/60/30/1-day reminders to staff and a daily digest to admins.
Every contract clause is mapped to a live report against your existing case data. See exactly which obligations are covered, where gaps exist, and prove compliance with a single export.
See caseload health at a glance — authorizations expiring, documentation gaps, and compliance status across every contract — all in one place.
Use voice dictation to instantly create structured session notes in your voice — ready to copy-paste or sync directly into Hovi, Sprout, or your EHR.
CaseLoop drafts accurate, up-to-date client information requests by auto-populating existing client data — all in your tone of voice and writing style.
We were drowning in documentation. CaseLoop didn't just speed things up — it gave us back the time and headspace to do the work we actually came here for.
"Intake used to take a full day. Now it's an hour. We've onboarded twice as many families this quarter without adding admin staff."
"Compliance reports used to mean a week of pulling data from three systems. Now it's a single export, and I trust the numbers."
"My session notes used to follow me home every night. Now they're done before I leave the visit."
Family services data is some of the most personal information that ever crosses a desk. CaseLoop is designed to respect that — with privacy posture and controls that go beyond what generic SaaS can offer.
Client information is never sold, shared, or used to train AI models. Ever.
Industry-standard encryption at rest and in transit, with secure key management built in.
Designed from day one for behavioral health and the privacy standards your contracts require.
Every access, change, and export is logged. Generate complete audit trails on demand.
See how CaseLoop can help you reclaim hours each week — without changing how you work.
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