AI Scribe for Case Management

Last updated: Nov 2025

AI scribe for case management that’s HIPAA-compliant: capture phone calls, care-team huddles, and visits; generate coordination notes, referrals, and follow-ups; then auto-fill your EHR via the Nudge Chrome extension.

Who this helps

• Care coordinators and case managers across behavioral health

• CCBHC programs documenting referrals, authorizations, and SDOH

• Multi-site orgs standardizing handoffs and follow-up tasks
  
  

What you get

• Structured notes with Reason for contact, SDOH, Services/Referrals, Barriers, Plan/Tasks, Follow-up date

• Task lists with owners and due dates; carry-forward to next encounter

• Referral/authorization summaries (payer, status, required docs)

• Organization-wide formatting preferences (bullets/paragraphs) + redaction
  
  

How it works with your EHR

Record live or upload audio in Nudge. Review your draft. In your EHR, open a case-management/coordination note and launch the Nudge extension—select the client and note type. Sections map into the correct fields (e.g., SDOH, Referrals, Plan/Tasks, Next appointment). You edit-before-save. No API keys or IT project required.

Quick examples

• Referral coordination: captured payer requirements, faxed packet status, and task “client to sign ROI; staff to schedule intake by Friday.”

• SDOH update: housing instability documented; resources listed; barriers (transportation) noted; follow-up set for 2 weeks with owner assigned.

• Authorization tracking: renewal due in 10 days; checklist of documents populated; reminder task created.
  
  

Results (2025)

Coordination note ready in < 60 seconds after capture.
Teams report 4–6 hrs/week saved and cleaner handoffs between clinicians, care managers, and front desk.

FAQs

Can I force required fields (e.g., SDOH, ROI status, next step)?
Yes. Admins can mark sections/fields as required and block export until completed.

Does it create task lists with owners and due dates?
Yes. Tasks are generated from the Plan; owners and due dates can be set and carried forward to the next contact.

Does it support payor/authorization details?
Yes. You can capture plan name, auth number, units/visits, and renewal dates in structured fields.