Platform | MIYO Health EHR

The platform

Every module of a modern behavioral health EHR

Eleven modules on a single client record. Each one is a complete piece of the practice — not a preview that upsells you into an enterprise tier — and each has an AI agent working inside it.

A telehealth visit in progress on a laptop in a clinician's office

How the modules are grouped

Clinical record

Intake and consents, assessments, documentation, and treatment plans — modules 01 to 04.

Care delivery

Prescribing, scheduling, teletherapy, and the client portal — modules 05 to 08.

Revenue cycle

Eligibility, claims and billing, and reporting — modules 09 to 11.

Module 01 · Intake

Intake, screeners & consents

Registration, history, and consent are finished before the first session — structured, scored, and already in the chart.

270/271 eligibility triggered at intake Configurable per program Mobile-first client experience

Configurable intake packets

Different packets per service line, level of care, and payer, assembled from a shared question library.

Auto-scored screeners

PHQ-9, GAD-7, AUDIT, DAST, ACE and more, scored on submission and trended from the first data point.

Versioned consent

Every consent is a dated version with a legally binding e-signature, a defined scope, and an expiry date.

Renewal automation

Consents approaching expiry generate a task and a client notification before they lapse.

Guardian & ROI workflows

Minor consent, guardian signature, and release-of-information routing handled as first-class objects.

Card & ID capture

Clients photograph insurance cards and identification from a phone; the data lands on the coverage record.

AI in this module

Screener results are read against intake history and flagged for acuity, so a client scoring in the severe range is routed to the right clinician rather than the next open slot.

Module 02 · Assessment

Clinical assessments

Forty-plus validated instruments built in, scored automatically and trended across the episode of care.

40+ validated instruments Custom instrument builder Score-driven task generation

Biopsychosocial intake

Full psychosocial and psychiatric history templates that populate the treatment plan directly.

Co-occurring screening

Integrated mental health and substance use screening so dual diagnosis is caught at assessment, not months in.

Withdrawal risk scoring

CIWA-Ar and COWS with built-in scoring logic and level-of-care guidance.

Social determinants

SDOH capture linked to referral resources for housing, food, transport, and employment.

Longitudinal trends

Every instrument charts over time on a single view, alongside session frequency.

Re-assessment scheduling

Review cadence set by level of care, with tasks generated automatically.

AI in this module

Scores are compared against the client's own baseline and against comparable profiles across the MIYO network, so clinically meaningful change surfaces between scheduled reviews.

Module 03 · Documentation

Notes & documentation

The centre of an AI-first EHR. MIYO drafts the note from the session in your format, with codes attached. You review, edit, and sign.

Up to 70% less documentation time Clinician review required Full version history

Ambient drafting

In-person and telehealth sessions produce a structured draft note within seconds of the session ending.

Your note format

SOAP, DAP, and BIRP set per clinician or per program, with custom templates for group and family work.

Codes attached

Diagnosis and procedure codes proposed from the content of the session and the active treatment plan.

Supervision routing

Supervisee and intern notes route to the supervising clinician for co-signature with a full review trail.

Amendments & locking

Notes lock on signature; later corrections are recorded as attributed amendments, never silent edits.

AI provenance logged

Every AI-drafted note is marked as such in the audit log, with the reviewing clinician's attestation.

AI in this module

The documentation agent reduces note-writing time by up to 70% across MIYO practices. It never signs on a clinician's behalf — a licensed clinician reviews and attests to every note before it enters the record.

Module 04 · Planning

Treatment plans

Individualized plans with measurable goals, tied to the assessments that justify them and the notes that evidence progress.

Wiley Practice Planners ~40% less planning time Payer-ready language

Wiley planner library

Goal, objective, and intervention language from the Wiley Practice Planner series, searchable by presenting problem.

Measurable targets

Each objective carries a target, a measure, and a review date rather than free text.

Progress from the note

Goal progress is logged as part of documentation — never re-entered on a separate screen.

Signature capture

Client and guardian signatures collected in session or through the portal.

Medical necessity

Plan language structured for payer review and utilization management.

Plan versioning

Every revision retained, so the full arc of the episode is reconstructible.

AI in this module

Opening a new plan pre-populates suggested goals and interventions from the client's assessment profile and outcomes for similar presentations — cutting clinician time on care planning by around 40%.

Module 05 · Medication

e-Prescribing & medication management

Prescribers work in the same chart as therapists. DEA-ready e-Rx, PDMP checks, and MAT protocols built for behavioral health.

DoseSpot e-prescribing EPCS / controlled substances PDMP integration

EPCS-capable e-Rx

Electronic prescribing including controlled substances, delivered through DoseSpot.

PDMP in the flow

State prescription drug monitoring queries surfaced inside the prescribing workflow, not in a separate portal.

MAT protocols

Buprenorphine and naltrexone induction, maintenance, and taper tracked against protocol.

Medication reconciliation

Full medication history with reconciliation at every transition of care.

Interaction & allergy checks

Drug-drug, drug-allergy, and duplicate-therapy checking at the point of order.

Refills & disposition

Refill requests, pharmacy responses, and drug-disposition records handled in the chart.

AI in this module

Adherence gaps — a prescription never picked up, a missed med-management visit — surface to the prescriber as they happen rather than at the next appointment. MAT adherence across MIYO programs runs at 92%.

Module 06 · Scheduling

Scheduling & calendar

One calendar for clinicians, rooms, groups, and telehealth, with the reminder and waitlist logic that keeps a small practice's utilization high.

SMS & email reminders Waitlist automation Room & resource booking

Multi-provider views

Day, week, and resource views across every clinician and location in the practice.

Recurring series

Standing appointments with exception handling for holidays, leave, and one-off changes.

Group & family sessions

Multi-client appointments that generate the right note type and charge for each participant.

Reminders

SMS and email reminders with confirm-or-cancel replies that update the calendar directly.

Waitlist auto-fill

Cancellations offer the slot to waitlisted clients in priority order automatically.

Availability rules

Bookable time constrained by license type, specialty, payer enrolment, and location.

AI in this module

The scheduling agent matches clients to clinicians on availability, specialty, language, and preference, and predicts likely no-shows in time to backfill the slot.

Module 07 · Telehealth

Teletherapy

HIPAA-compliant video that opens from the appointment and charts to the encounter. No second subscription, no second login.

No app install HIPAA-compliant video Auto POS & modifiers

Browser-based

Clients join from a link on any modern browser — nothing to download or install.

Launched from the schedule

Sessions start from the appointment, so the encounter, note, and charge are already linked.

Group & family rooms

Multi-participant sessions with per-participant attendance recorded.

In-session sharing

Share worksheets, screens, and documents without leaving the session.

Virtual waiting room

Consent and check-in captured before the clinician admits the client.

Correct billing applied

Place of service and telehealth modifiers applied automatically to the charge.

AI in this module

Telehealth sessions feed the documentation agent directly, so the draft note is waiting the moment the call ends.

Module 08 · Engagement

Client portal & messaging

Clients complete forms, message their clinician, book appointments, and pay — which removes most of the calls the front desk fields today.

Client self-scheduling Online payment White-labelled branding

Secure messaging

Two-way messaging with the care team, threaded to the client record.

Self-scheduling

Clients book within rules each clinician sets, including which appointment types are self-bookable.

Forms on any device

Intake packets, screeners, and consents completed on a phone before the visit.

Statements & payment

Balances, statements, and card payments handled in the portal.

Outcome surveys

Post-session and periodic outcome surveys feeding the reporting module.

Practice branding

Portal, email, and SMS carry your practice's name and branding, not ours.

AI in this module

Missed sessions, unanswered messages, and portal inactivity combine into a disengagement signal. MIYO practices see roughly a third fewer unplanned case closures.

Module 09 · Eligibility

Insurance & eligibility

Coverage is checked before every appointment, not after the claim comes back. Benefits sit on the chart where the front desk can see them.

270/271 real-time checks Authorization countdown COB sequencing

Real-time verification

270/271 eligibility checks run against the payer in seconds.

Automatic re-checks

Coverage re-verified ahead of each visit, catching mid-episode plan changes.

Benefit display

Copay, coinsurance, deductible remaining, and out-of-pocket maximum shown at check-in.

Authorization tracking

Authorized units counted down as sessions are delivered, with alerts before exhaustion.

Coordination of benefits

Primary, secondary, and tertiary coverage sequenced correctly on the claim.

Self-pay & sliding scale

Fee schedules and sliding-scale rules applied to uninsured and out-of-network clients.

AI in this module

Authorizations nearing exhaustion trigger a renewal task with the supporting clinical documentation already assembled, so care doesn't pause while paperwork catches up.

Module 10 · Revenue

Claims & billing

Signed notes become scrubbed claims. MIYO generates, validates, submits, and works the remittance — the function small practices most often pay someone else to do.

Clearinghouse submission Auto remittance posting Denial & appeal workflow

Charge capture

Charges built from the signed note, so documentation and billing can't drift apart.

Payer-specific scrubbing

Claims validated against each payer's rules before they leave the building.

837 / 835 handling

Electronic submission through the clearinghouse and automatic remittance posting.

Denial worklist

Denials grouped by reason code with the underlying documentation one click away.

Client balances

Statements, payment plans, and card-on-file for the patient-responsibility portion.

AR reporting

Aging, payer mix, collection rate, and days-in-AR tracked continuously.

AI in this module

The claims agent codes the encounter from the note, catches the errors that cause denials before submission, and drafts the appeal when one comes back anyway.

Module 11 · Analytics

Dashboards & reporting

Caseload, utilization, outcomes, and revenue in one continuously refreshed view — not a spreadsheet assembled at month end.

Continuous refresh Ad-hoc query builder Grant & payer exports

Caseload & utilization

Sessions delivered, open slots, and caseload size by clinician and by program.

Documentation compliance

Unsigned notes, aging, and co-signature backlog visible before they become an audit finding.

Revenue & AR

Collections, denial rate, days in AR, and payer mix trended over time.

Outcome tracking

Instrument scores, goal completion, retention, and treatment completion by cohort.

Ad-hoc reporting

A query builder for owners who need a number nobody thought to pre-build.

Export-ready reports

Payer, grant, and board reporting exported in the formats each expects.

AI in this module

The reporting agent assembles compliance, utilization, and outcome reports on request, and maps session data into the outcome and billing language payers and grant funders expect to read.

Underneath

What the modules run on

The same cloud-native architecture that carries statewide networks — which is why a four-provider practice gets enterprise capability without an enterprise project.

Microservices

Independent services for authentication, billing, clinical documentation, notifications, and AI. A spike in one never slows another.

True multi-tenancy

Your practice's data is isolated and independently configured on shared infrastructure — no bleed between tenants.

Configuration, not code

Forms, programs, service definitions, taxonomies, and workflows are settings. Onboarding requires no bespoke development.

Open APIs

RESTful APIs with OAuth 2.0, plus an HL7 and Mirth integration layer for exchanging data with hospitals and HIEs.

Deep integrations

Native connections to e-prescribing, PDMP, health information exchange, and EDI claims.

Responsive, not a second app

One interface across desktop, tablet, and phone. Clinicians working from a car park see the same record as the front desk.

99.9% uptime SLA target Zero-downtime rolling deploys HL7 / FHIR-ready exchange 92–98% functional coverage vs. category leaders