Streamline Team Treatment Planning

Coordinate and integrate treatment plans with your client’s care team in minutes, not hours.

Juggling emails, notes, and meetings just to align on a treatment plan is exhausting. Important details get buried, and you lose precious time you could spend with clients.

The hidden cost

What this is really costing you

Coordinating with other professionals on a client’s treatment team means endless back-and-forth, reconciling notes, and updating plans. It’s easy to miss critical updates or spend hours compiling information from multiple sources. This administrative burden steals focus from direct client care.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Continuing manually means more time lost to admin work, higher risk of miscommunication, and less time for music therapy sessions.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Integrating New Assessment Results

You ask your agent to summarize the latest assessment notes from the psychologist and update your client’s treatment plan accordingly.

Preparing for a Team Meeting

You ask your agent to compile a brief of all recent communications and changes to discuss in the next interdisciplinary meeting.

Coordinating Plan Updates

You ask your agent to draft a revised treatment plan that incorporates suggestions from the occupational therapist and social worker.

Tracking Progress and Action Items

You ask your agent to list all outstanding follow-up tasks for each team member after a plan review.

How to hire your agent

1

Connect your tools

Link your existing document sharing, EHR, and communication tools used for treatment planning.

2

Tell your agent what you need

Type: 'Summarize the latest team notes and draft an updated treatment plan for my client.'

3

Agent gets it done

The agent delivers a clear, integrated treatment plan draft and a summary of key updates for your review.

You doing it vs. your agent doing it

Manually read through emails and notes to extract key points.
Agent compiles and summarizes all updates automatically.
30 min/week
Merge input from multiple professionals by hand.
Agent creates a unified draft for your review.
40 min/week
Keep a manual log of all suggestions and edits.
Agent maintains an up-to-date change log.
20 min/week
Gather and organize discussion points before meetings.
Agent generates concise, actionable briefs instantly.
30 min/week

Agent skill set

What this agent knows how to do

Summarize Team Communications

Gathers relevant updates from shared documents and emails to create concise summaries for your review.

Draft Integrated Treatment Plans

Combines input from multiple professionals into a unified, well-organized treatment plan draft.

Track Plan Updates

Keeps a running log of changes and suggestions from the team, so nothing is missed.

Prepare Meeting Briefs

Creates clear, actionable briefs for upcoming team meetings based on the latest information.

Generate Follow-Up Tasks

Lists next steps and responsibilities after plan updates, so everyone knows what to do next.

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