Who We Help · Mental & Behavioral Wellness

Behavioral health runs on trust. Your EHR should, too.

Mental and behavioral health providers do some of the most important — and most carefully regulated — clinical work in medicine. Sherpa Care supports the full continuum: outpatient therapy and counseling, clinical psychology, integrated behavioral health, intensive outpatient and partial hospitalization programs, and substance use disorder treatment including medication-assisted care. Built with the confidentiality, documentation nuance, and measurement-based care this work demands.

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42 CFR
Part 2 aware
Scored
In-visit measures
DSM-5
Aligned treatment plans
Group & 1:1
Session workflows

The challenges you're dealing with every day

We built Sherpa Care for these exact pressures — not adapted from hospital software that doesn't fit your world.

General-purpose EHRs don't respect 42 CFR Part 2

Substance use treatment records carry confidentiality protections far stricter than HIPAA. Most EHRs handle this with a bolt-on consent form — not the granular, disclosure-aware record architecture that Part 2 actually requires.

Clinical narrative matters more than structured fields

A psychotherapy progress note isn't a SOAP note. Forcing a behavioral health session into templates designed for primary care strips the clinical nuance that makes the documentation meaningful — both for continuity of care and for defensibility.

Measurement-based care is becoming the standard

Payers, accreditors, and clinical best practice now expect validated instruments — PHQ-9, GAD-7, AUDIT, PCL-5, and others — captured, scored, and trended over time. EHRs that don't support this inline turn it into a second job.

Treatment planning needs to be more than a checkbox

Diagnostic criteria, measurable objectives, interventions, and progress reviews — all tied to DSM-5 / ICD-10 and the client's actual trajectory. Most EHRs treat the treatment plan as a static PDF. It should be a living clinical document.

Group and individual sessions need different workflows

Group therapy documentation, attendance tracking, and billing are fundamentally different from 1:1 sessions. An EHR that only supports individual encounters forces duplicate work for every group practice.

Utilization review and authorization never stops

Levels of care, authorization cycles, continued-stay reviews, and medical-necessity documentation are a constant operational load for behavioral health organizations — and generic EHRs don't help with any of it.

How Sherpa Care delivers

42 CFR Part 2-aware records and disclosures

Granular consent capture, disclosure-specific release of information, and record segmentation designed for the stricter confidentiality rules governing substance use treatment — not a general-purpose HIPAA shell.

Narrative-first documentation with Lisa AI

Lisa drafts progress notes that preserve clinical voice and therapeutic nuance — capturing the content and quality of the session, not just structured fields. Clinicians review and refine rather than starting from a blank page.

Integrated measurement-based care

PHQ-9, GAD-7, AUDIT, PCL-5, and additional validated instruments administered inside the visit, scored automatically, and trended across the treatment episode — so measurement-based care becomes a byproduct of good practice.

Living treatment plans aligned to DSM-5 and ICD-10

Treatment plans that connect diagnostic criteria, measurable objectives, interventions, and review dates — updating as the client's progress and clinical picture evolve, not a static document filed once and forgotten.

Group therapy and program workflows

Attendance, group progress notes, individualized documentation within a group context, and billing that understands the difference between 1:1 and group sessions. IOP and PHP programs fully supported.

Medication-assisted treatment support

For substance use disorder programs offering MAT, Sherpa Care supports prescribing, dispensing documentation, and the reporting requirements specific to this care model — including integration with state PDMPs.

Ready to see it in your workflow?

A 15-minute demo is enough to understand what Sherpa Care changes. No slides — your use case, your questions.

See Sherpa Care for Your Behavioral Health Practice