Clinical ToolsAbout Grata Health
Low
Some
Acute

Suggested

Medically supervised inpatient

Things to confirm

✓ Medical pathway · ✓ Containment available

Placement

Level-of-Care Triage Tool

Four questions a non-specialist clinician can use before referring out. Returns a suggested starting point, confirmation items, and draft note language.

Case managerTherapistIntakeNurse
Use during sessions
Family pressure
Withdrawal symptoms
Co-occurring crisis

Consult-request draft

“Wanted to flag a shared patient — concerned about safety of continued use…”

Placement · Clinical reference

Scope & Escalation Tool

Organize substance-use concerns, review whether medical input is needed, and generate an editable consult-request draft.

TherapistCase manager
Current LOCPHP
ProgressStrong · 3 wks
Remaining riskModerate

Suggested

Step down to IOP

Placement · Documentation

Step-Down Rationale Builder

Pick progress indicators and remaining risk; get original documentation language justifying a step-down or hold.

Case manager
AlcoholOpioidsBenzoStimCannabis
onset 6–12hpeak 24–72hresolves 5–10d

Call now

Sweats + confusion + fever together

Clinical reference

Withdrawal Recognition Reference

Per-substance timeline, observable signals by phase, fentanyl-era opioid considerations, and a red-flags-call-now panel separate from standing risk factors.

NurseTherapistCase manager
AlcoholOpioidsCannabisStimBenzo

In session

Pinpoint pupils · nodding

Coordinate when

Considering MOUD

Don't hold detox alone — refer for medical assessment.
Clinical reference

Substance Context Library

What a non-specialist therapist needs to know when a patient is using alcohol, opioids, cannabis, stimulants, or benzodiazepines: observable signs, medical risks, and when to coordinate.

TherapistCase manager
Nasal sprayAuto-injectorIM

Dose

4 mg

Repeat

2–3 min

If no response

Re-dose, call 911, continue rescue breathing

Clinical reference

Naloxone Quick Reference

One-page reference for dosing, repeat-dose timing, and post-reversal monitoring in the fentanyl era.

NurseTherapistCase manager
Court orderMedical emergencyQSOA

Rule

Disclosure permitted without consent to medical personnel for immediate threat.

Document the recipient + nature of emergency
Clinical reference

42 CFR Part 2 Disclosure Tool

Pick a disclosure scenario and review the likely Part 2 posture, consent requirements, documentation needs, and redisclosure-notice text.

Case managerTherapistIntakeNurse
“I know I should cut back, but it's really the only thing that helps me sleep.”
Likely stageContemplation
“Sleep matters a lot — and you're weighing both sides.”
Clinical reference

Stages-of-Change Language Coach

Paste a de-identified patient quote; get a possible change posture and original response options.

Therapist
CuriousSkepticalPressured
“A lot of folks I work with have been surprised by how much medication takes the edge off — would you be open to hearing how it works?”
“You've told me cravings are the loudest part — what if we could quiet those down?”
Clinical reference

MAT Conversation Opener Library

Original, alliance-preserving phrasings for raising medication options with a patient, filterable by readiness and concern.

Therapist
California

Buprenorphine

Telehealth allowed · in-state license

DEA flex extended through 2025 · cite: 21 CFR 1300

Reviewed 2026-05-01

Clinical reference

Telehealth & Controlled-Substance Tracker

Pick a state; see a curated federal/state reference for buprenorphine, methadone, and naltrexone telehealth rules with citations and review dates.

Case managerTherapistNurse
SJ.D. · 34 · alcohol use, escalating
BER overdose 14d ago · housed
AIOP-appropriate, motivated
RWarm handoff Mon, ready by Wed

Outstanding — to confirm

MAT continuity · naloxone · Part 2 consent

Documentation · Placement

Warm-Handoff Summary

SBAR-structured intake form → tight printable summary with an auto-computed "outstanding — to confirm" call-list for the receiving provider.

Case managerTherapistIntake
ToDr. R. — PCP
ReShared patient · J.D.
UpdateWeek 4 of IOP, stable

Channel back

Phone preferred · Tue/Thu PM

Documentation

Coordination-of-Care Outreach

For ongoing co-treatment (not transfer). Generates a minimal-identifier outreach draft with a Channel Back block and Part 2 redisclosure boilerplate.

Case managerTherapist
CapacityIntact · oriented x4
Risks reviewedWithdrawal, overdose, relapse
Harm-reductionNaloxone offered, accepted
Re-engagementDoor open, follow-up scheduled
Signed: pt, witness, clinician
Documentation

AMA Discharge Documentation Tool

Structures capacity, risk, and harm-reduction documentation for an AMA note the clinician completes.

Case managerNurseTherapist
SOAPDAPBIRPGIRP

D

Pt reports increased cravings since job loss; tearful affect, engaged.

A

Stressor-triggered relapse risk; coping skills review indicated.

Documentation

Note Format Switcher

Paste a draft note; pick SOAP, DAP, BIRP, or GIRP. Text is sent to Grata's server and on to Anthropic for reformatting — de-identified content only.

TherapistCase manager

Reviewer will likely ask

• Why this LOC and not the next step down?
• What changed since last review?
• What objective measures have you tracked?

Lead with: acuity → progress → plan, in that order.
Documentation · Insurance

Peer-to-Peer Review Prep Tool

Anticipates the reviewer's likely questions and structures your talking points before a payer peer-to-peer call.

Case manager
1One-line: who, what LOC, day #
2Acuity drivers still active
3Progress this week (specific)
4Plan + estimated step-down
Have ready: dates, scores, attendance%
Documentation · Insurance

Concurrent Review Call Prep

Organizes patient-specific review points into a practical payer-call order.

Case manager

Re: Appeal of denial

Member: [INITIALS] · Auth #: [NUMBER]

Medical necessity: The patient presents with [ACUITY FACTORS]…

Clinical evidence: [withdrawal risk, prior step-down failures, comorbidities]…

Requested LOC: [PHP / IOP / residential]

Insurance · Documentation

Denial Appeal Letter Scaffold

Paste a short, de-identified denial excerpt to surface the likely objection category; tool generates an appeal-letter scaffold with bracketed prompts for clinical evidence.

Case managerFront office

Re: SCA request — [member ID]

Why this provider: Network gap + specialty match…

Clinical need: [acuity, LOC, urgency]

Rate request: Single case agreement at in-network parity

Insurance

Single-Case Agreement Request

Drafts an out-of-network exception or SCA request from the member’s access facts, clinical need, and proposed terms.

Case managerFront office

Deductible

$3,000

Coinsurance

20%

Illustrative

≈ $4,200 for a 6-wk IOP episode

Not a quote — depends on plan

Insurance

Insurance Benefits Translator

Enter deductible, coinsurance, copay; get a plain-English worked example of how cost sharing could work in an example episode — clearly framed as illustrative, not a quote.

Case managerIntakeFront office
Aetna · CVSSuboxone Film

Covered · Tier 2

PA required · QL 90 films / 30d

Source: CMS Q1 2026 · NADAC live

Insurance

Addiction Medication Formulary & PA Lookup

Pick a payer + addiction medication; see sourced coverage-navigation summaries, PA questions, step-therapy prompts, and as-of dates.

Case managerFront office
Virginia · Cardinal Care
Aetna Better Hlth
Anthem HealthKeepers
Sentara
UnitedHealthcare

Carve-out: BH to Magellan

Insurance

Medicaid MCO & SUD Coverage Lookup

Pick a state; see curated Medicaid MCO rosters where available, or state-level managed-care structure and verification prompts where the roster is not yet curated.

Case managerIntakeFront office
H0015 · IOP per diem
2024Telehealth list: audio-only through 2025
2023Descriptor revised

Source: CMS HCPCS Q4

Insurance · Documentation

SUD / BH Code Change Tracker

Search by code or service; see curated descriptor context, sourced change notes, payer-verification prompts, and telehealth billing caveats.

Case managerFront office
99213CA · Medi-Cal

Medicare PFS

$76.39

Medi-Cal

$44.20

▼ 1.2% YoY · CMS 2026 PFS

Insurance

Medicare Fee Schedule Reference

Pick a code and see the current published national Medicare PFS reference amount, with source date and year-over-year change. Public rates only.

Case managerFront office
12dSAMHSA SOR-3 supplement
28dTI 24-001 · Treatment programs
63dHRSA Behavioral Health Workforce

Live · grants.gov · refreshes 6h

Operations

SUD Grant & Funding Tracker

Open federal SUD-relevant funding opportunities sorted by deadline. Pulled live from grants.gov with agency, keyword, and assistance-listing relevance filters.

Case managerFront office