Provider Engagement Engine

Providers stay compliant.
Supervisors stay free.
Nothing falls through.

Automated SMS, email, and AI calling that chases unsigned notes, overdue treatment plan reviews, incomplete assessments, and co-signature requirements — completely on autopilot. You set the rules. We enforce them forever.

0
staff hours spent chasing provider paperwork
100%
documentation tasks tracked and escalated automatically
3×
channels — SMS, email, AI call — before supervisor is looped in
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Live compliance queue — all automated
Session notes unsigned — Dr. Patel · 3 sessions
3 days overdue
SMS sent × 2 — no response
✓ Sent
Email sent with direct sign-off link
✓ Sent
AI call scheduled 9am tomorrow
Scheduled
Supervisor alert if no action by EOD
Pending
Treatment plan review — Therapist Chen
Due in 24hrs
First SMS + email reminder sent
✓ Sent
AI call scheduled if not complete by 3pm
Watching
Intake assessment co-signed — Dr. Williams
Resolved
Completed after 2 automated reminders · 18hrs early
✓ Done
What we automate

Every documentation requirement.
Every provider. Every day.

You define the rules for your practice. We enforce every single one — automatically, across SMS, email, and AI calling — without a single staff member having to chase anyone.

Session note sign-off
Notes not signed within your window (24hrs, 48hrs — you decide)? Reminders fire automatically until they're done. Repeated failure escalates to supervisor.
SMSEmailAI Call
Treatment plan reviews
90-day and annual treatment plan reviews triggered automatically on schedule. Providers reminded, supervisors looped in for co-sign, deadlines never missed.
SMSEmailAI Call
Co-signature routing
When a provider completes a document requiring supervisor co-signature, it's routed automatically. Supervisor reminded on schedule until signed.
SMSEmail
Assessment completion
Intake assessments, diagnostic summaries, clinical evaluations — if a provider has an incomplete assessment, every channel fires until it's done.
SMSEmailAI Call
Discharge documentation
Discharge summaries, aftercare plans, and transition documents chased automatically. Nothing slips through at the end of a clinical episode.
SMSEmail
Compliance audit trail
Every reminder sent, every response received, every escalation triggered — fully logged with timestamps. Audit-ready at all times, no manual record-keeping.
Auto-logged
How escalation works

Supervisors are the last resort.
Not the first call.

We exhaust every automated channel before a human is involved. Your supervisors only step in when a provider has genuinely ignored multiple reminders — not as a default workflow.

1
Automated SMS — immediate
First reminder fires automatically the moment a task becomes due. Direct link to complete it. One tap — done.
SMS
2
Email with direct action link
Email follows within the hour with a deep link directly to the task — no navigating, no login hunting. One click to the right page.
Email
3
Second SMS — escalating urgency
If still not complete after your defined window, a second SMS fires with increased urgency and deadline language.
SMS
4
AI voice call
AI calls the provider directly. Natural conversation — confirms what's outstanding, walks through completion, or documents the reason for delay.
AI Call
!
Supervisor notified — only at this point
Only after all automated channels have been exhausted does a supervisor get looped in. Notification includes full history of what was sent and when — no detective work required.
Supervisor alert
Compliance impact — at a glance
What happens when provider documentation is automated vs. manual
Average supervisor time on documentation chasing~0 hrs/wk
Note signing compliance rate97%+
Treatment plan reviews completed on time100%
Audit findings from documentation gapsZero
Treatment plan automation

Reviews triggered, routed,
and co-signed — automatically.

90-day and annual reviews are one of the most commonly missed compliance requirements in behavioral health. We eliminate the miss entirely — every review is triggered on schedule, no exceptions.

Scheduled review triggers
Reviews are triggered automatically based on the admission date — 30 days out, 7 days out, and day-of. No one has to remember. No one has to set a reminder.
Zero missed review cycles
Provider completion chase
When a review is due, the assigned provider is automatically reminded via SMS, email, and AI call until the review is complete and submitted for co-signature.
All 3 channels until complete
Automatic supervisor routing
Once the provider completes the review, it's automatically routed to the appropriate supervisor for co-signature — with a reminder sequence that runs until they sign.
Auto-routed to right supervisor
Full audit trail
Every step is logged — who was reminded, when, how many times, who completed it, when it was co-signed. One click to pull a full compliance record for any client.
Audit-ready at all times
Supervisor impact

Give your supervisors their
time back — for real supervision.

In most behavioral health organizations, supervisors spend 30–40% of their time on documentation management rather than clinical oversight. We eliminate that entirely.

Before Credify
✕ Manually reviewing who's behind on notes
✕ Texting/calling providers to complete tasks
✕ Tracking treatment plan review dates in spreadsheets
✕ Scrambling before audits to find documentation
✕ Being the "bad guy" who chases paperwork
With Credify
✓ System chases providers automatically
✓ Supervisor only looped in as last resort
✓ Treatment plan cycles enforced automatically
✓ Audit trail always ready, no prep needed
✓ Focused entirely on clinical supervision

Supervisors are for clinical leadership. Not paperwork management.

When supervisors spend their hours chasing notes and reminding providers to complete forms, they have less time for the clinical oversight that actually improves care outcomes and protects your license.

We take the administrative burden completely off their plate — so they supervise clinically, not administratively.

8–12
hours per week returned to supervisors who previously managed documentation compliance manually
Provider performance reporting

Know exactly who your best providers are.
Reward them. Replace the rest.

Full performance reporting ranked by sessions, profitability, note compliance, and any metric you define. Pay incentives based on contribution. Identify financial or operational drains before they cost you more than you can afford to lose.

Provider Performance Dashboard — Monthly
Live reporting
RankProviderSessionsNotes on-timeNet revenueIncentive
1Dr. S. Martinez
Outpatient · IOP		94100%$18,400+$1,200 bonus
2J. Chen, LCSW
PHP · Outpatient		8897%$16,100+$800 bonus
3Dr. R. Patel
Outpatient		7178%$12,600On watch
!T. Williams, LMFT
IOP		4254%$4,100Under review
You define every metric, threshold, and incentive amount. We report the data. You make the decisions.
You define — we measure
Incentive structure is entirely yours
Dollar bonuses, percentage of collections, tiered pay bands, session-count thresholds — any compensation model you can describe, we can track and report.
$ flat bonus% of revenueTiered bandsSession targetsCustom formula
Performance metrics tracked
Sessions completedNote sign-off rateNet revenue generatedNo-show rateTreatment plan complianceClient retentionPayer mix profitabilityCost per sessionDocumentation timeliness
What this tells you
Who to reward. Who to replace.
A provider billing 90 sessions a month with 100% note compliance and $18K in net revenue is a different asset than one billing 40 sessions with 54% compliance and a net drain on operations. Now you have the data to act on that difference — not just feel it.
How it works

You set the compliance rules.
We enforce them — completely.

Define your documentation windows, review cycles, co-signature requirements, and escalation paths once. The engine runs them forever across every provider, every task, every day.

You configure the rules
Note signing windows, review cycles, co-sig requirements, escalation paths — set once, enforced always.
We enforce them automatically
SMS, email, and AI calls fire on your defined schedule. No human triggers needed. No tasks fall through.
Supervisors only when needed
Escalation is the last step. Supervisors are notified only after all automated channels have been exhausted.
Provider Engagement Engine

Stop losing supervisor hours to documentation —
and start knowing who your best providers are.

Automated compliance, full performance reporting, and incentive tracking — all in one engine. Know who to reward, who to develop, and who is a drain on your operations.

Book a demoSales: 858.227.7895