The longest admission packet in outpatient care — completed before the patient walks in.
ASAM Criteria, AUDIT/DAST, CAGE-AID, biopsychosocial intake, treatment plans, 42 CFR Part 2 consents, multi-stakeholder ROIs. Sorta automates every form in your admission packet without changing the EHR your clinicians use.
More forms than any other outpatient setting. Higher stakes on every one.
A typical SUD admission requires upwards of a dozen forms before the patient meets a clinician — ASAM, severity screens, biopsychosocial, treatment plan, consents, and a separate Part 2 release for every outside party. The patient's name and demographic block appears on every one.
The admission packet, step by step.
Every form below is mapped to the same intake submission. The patient enters their information once.
Step 01 · Pre-admission
Phone-link intake
Patient receives a one-time link before the intake appointment. They complete demographics, history, severity screens (AUDIT, DAST, CAGE-AID), and biopsychosocial intake on their phone — in private, on their own time.
Step 02 · ASAM determination
Level-of-care assessment
ASAM Criteria assessment populated from the patient's submission and the intake clinician's evaluation. The level-of-care determination flows into the treatment plan automatically.
Step 03 · Treatment planning
Initial treatment plan + consent
Initial treatment plan template populated with the patient's diagnostic and goal information from the biopsychosocial. Consent for treatment, HIPAA notice, and program-specific agreements signed digitally.
Step 04 · Releases of information
42 CFR Part 2 consent — one per outside party
Separate Part 2 consent generated for every outside party in scope — primary care provider, court system, family members, payer, referring agency. Demographics and date of birth pre-filled on each; patient signs once per stakeholder.
Step 05 · Ongoing
Recurring screens + level-of-care updates
Periodic re-administration of severity screens. Treatment plan updates as level-of-care changes (PHP to IOP to OP). All carry forward the patient block from intake — staff only handles deltas.
Built for accreditation and regulatory review
Designed to survive a Joint Commission or CARF audit.
Behavioral health programs operate under heavier documentation and access-control requirements than almost any other outpatient setting. Sorta is built so the paperwork side of that compliance burden becomes easier — not heavier.
HIPAA + BAA on every program
Signed Business Associate Agreement is part of standard onboarding — not a paid add-on. Encryption in transit and at rest.
42 CFR Part 2 consent templates
SUD record release templates built around the specific authorizations the regulation requires — one per outside party, demographics pre-filled.
Audit-grade submission snapshots
Immutable record of every submission, every consent, every signature — the documentation Joint Commission and CARF reviewers expect to see.
No AI on patient submissions
AI runs only at setup to map your form fields. It never sees a patient's ASAM, biopsychosocial, or screening data at visit time.
What changes in a behavioral health program running Sorta.
Screeners + demographics. One flow.
AUDIT, DAST, CAGE-AID, biopsychosocial — completed by the patient on their phone before admission. Demographics populate across every consent and release automatically.
Admission day starts in conversation.
No clipboard scramble during a moment that already takes courage. The patient walks in with the packet done; the intake clinician walks in knowing them.
Compliance documentation becomes lighter.
Audit-grade snapshots and pre-built Part 2 templates mean the regulatory review of your admission process generates evidence, not new work.
Works on top of whatever EHR your program runs on.
Sorta doesn't integrate with your EHR — it sits completely outside it. Your EHR keeps doing what it does. Sorta handles the paperwork layer it doesn't touch.
Don't see yours? If it runs on a computer, Sorta works on top of it.
What a behavioral health admission packet typically includes
Behavioral health and SUD treatment programs run the heaviest documentation load in outpatient care. A new admission typically requires an ASAM Criteria assessment to determine the appropriate level of care; AUDIT and DAST-10 (or CAGE-AID) for screening severity; a full biopsychosocial intake covering history, current functioning, and treatment goals; an initial treatment plan documenting diagnoses and objectives; a consent for treatment; and HIPAA notice. If substance use is in scope, a 42 CFR Part 2 consent is required — and a separate release of information for every outside party involved (primary care provider, court system, family contacts, payer).
The same patient name, date of birth, address, insurance details, emergency contact, and referral source appear across every document. Without automation, intake clinicians retype the same fields all morning. Sorta maps a single intake submission across every form in the admission packet — ASAM, screening tools, biopsychosocial, treatment plan, consents, releases — so all of it fills in one sync. The patient submits once; the paperwork is done.
For programs working with court-mandated patients, sliding-scale billing, or IOP/PHP step-down — the paperwork volume compounds with every level of care. Sorta is built for exactly that complexity: one intake submission, every form filled, every consent captured, every audit trail preserved.
Common questions from behavioral health programs
What program directors, intake clinicians, and compliance leads actually ask us.
How do I automate behavioral health and SUD intake paperwork?
You send Sorta the intake packet your program already uses — ASAM Criteria, AUDIT/DAST, CAGE-AID, treatment plan templates, 42 CFR Part 2 consents, release of information forms. Patients fill out their intake on a phone link before admission. Demographic and history information populates across every form automatically. Your clinical team receives documents that look exactly the way they always have.
Does Sorta work with Sigmund, Credible, Welligent, Qualifacts, ICANotes, or other behavioral health EHRs?
Yes. Sorta runs completely outside your EHR — no integration, no replacement, no connection required. Your EHR keeps doing what it does for scheduling, billing, and clinical documentation. Sorta handles the PDF paperwork layer that lives outside it.
Can Sorta handle ASAM, AUDIT, DAST, CAGE-AID, and SBIRT forms?
Yes. Sorta works with any PDF your program uses — including ASAM Criteria assessments, AUDIT, DAST-10, CAGE-AID, SBIRT screens, and any custom internal forms. Patients complete them once during their intake submission and the answers populate the relevant fields across every document in the packet.
Is Sorta safe to use for 42 CFR Part 2 records?
Yes. Patient data is encrypted in transit and at rest, with a signed BAA on every clinic and audit-grade immutable snapshots of every submission. AI only runs at setup to map your form fields — it never processes patient information at visit time. For substance use records under 42 CFR Part 2, our consent and release-of-information templates capture the specific authorizations the regulation requires.
Does Sorta replace our existing behavioral health intake forms?
No. You upload the PDFs your program already uses — the ASAM tool your clinicians know, the release templates compliance signed off on, the assessments your accreditation requires. Sorta populates them with patient information. Nothing about the documents changes. Only the manual retyping goes away.
See it with your actual admission packet.
We don't do generic demos. Send us the real ASAM, screening, and consent templates your program uses — we'll show you Sorta filling them on your first call.
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