Healthcare / Behavioral Health

AI-Assisted Intake Assessments & Structured Clinical Documentation

How Salt built a secure web application that standardizes patient intake assessments, captures complete responses via video, and converts recordings into structured, clinician-ready documentation for addiction treatment facilities.

Industry

Behavioral Health / Addiction Treatment

Location

United States

Timeline

14 weeks

Team Size

5 engineers

AI-assisted clinical intake dashboard showing assessment overview with KPIs and status tracking
Intake Workflow
Transcription + Timestamps
Structured Summaries
Prompt Management
Facility Management
Provider Management

The Client

A healthcare technology team serving addiction treatment facilities across the United States. They needed to standardize patient intake assessments, reduce documentation burden on clinicians, and ensure consistent, complete capture of critical patient information.

Primary Users

Clinicians, care teams, and facility administrators—each needing efficient workflows for assessments and documentation.

Security Requirements

Healthcare-grade security with role-based access controls and consideration for HIPAA compliance requirements.

The Challenge

Rehabilitation and addiction treatment centers onboard many patients daily, with each patient completing an intake assessment that can take 15+ minutes with a human assessor.

Critical Information Loss

~36% of critical information was lost due to missed cues and inconsistent note-taking during manual assessments.

Inconsistent Documentation

Documentation varied significantly between assessors, impacting standardization and clinical quality.

Time Pressure on Clinicians

Each intake assessment took 15+ minutes with a human assessor, limiting depth and accuracy.

Fragmented Storage

Assessment data was scattered across systems, making longitudinal comparison difficult.

Additional friction observed: Heavy reliance on assessor skill and energy, incomplete capture of non-verbal cues, and poor interpretability of raw data.

Goals & Success Criteria

We aligned on a clear outcome: build a secure, efficient intake workflow that reduces friction and improves data reliability for addiction patient assessments.

  1. 1Capture everything from the assessment experience (not just notes)
  2. 2Reduce human dependency for repetitive documentation tasks
  3. 3Deliver consistent documentation across patients and facilities
  4. 4Turn raw responses into meaningful insights, reducing review time for doctors
  5. 5Scale with patient volume without degrading assessment quality

Our Solution

Salt designed and built an end-to-end assessment and documentation platform that brings standardization, completeness, and speed to intake workflows—while keeping clinicians in control.

Patient intake video assessment showing Question 1 of 10 with video prompts

Video-Led Assessment Flow

Patient Intake Experience

A guided, question-by-question assessment experience designed to be repeatable and consistent.

  • Video-led prompts for each assessment question
  • Controls to replay questions and capture responses
  • Progress tracking through the assessment flow
  • Consistent experience across all patients
Clinician dashboard showing assessment KPIs, status tracking, and patient search

Assessment Overview & Status Tracking

Clinician Dashboard

A clean dashboard that surfaces the most important information first, keeping clinicians focused on decisions.

  • Quick access to all assessments with real-time counts
  • Status visibility (New / Processing / Completed / Cancelled)
  • Search and filters by patient, facility, and status
  • At-a-glance throughput and completion indicators
Assessment detail view with video playback, timestamped transcript, and clinical summary

Review, Transcript & Clinical Summary

Assessment Detail View

A detailed view that supports fast clinical review—moving from raw recording to usable documentation without hours of manual processing.

  • Recorded assessment playback with video controls
  • Timestamped transcript for precise navigation
  • AI-generated structured clinical summary
  • Highlighted key sections for clinician focus
Prompt management interface for configuring clinical documentation templates

Structured Documentation Templates

Prompt Management

Admins can define how summaries are produced and structured, ensuring consistent clinical outputs.

  • Configurable summary structure and sections
  • Support for clinical sections (Objective, Mental Status, Assessment)
  • Diagnosis, severity justification, and plan templates
  • Attestation and follow-up note configuration
Facility management interface showing active and inactive facility status

Multi-Location Operations

Facility & Provider Management

Built for organizations operating multiple facilities with scalable administration workflows.

  • Facility management with active/inactive status
  • Provider management and access controls
  • Role-based permissions for clinicians and admins
  • Scalable foundation for multi-location rollouts

Structured Clinical Output

The summary structure supports comprehensive clinical documentation with configurable sections.

Clinical Summary Sections

1Objective, Appearance/Behavior/Mental Status
2Intoxication/Withdrawal signs, vitals, physical exam
3Labs and screeners
4Assessment (primary diagnosis, co-morbid conditions)
5Severity justification
6Clinical impression and plan
7Disposition and follow-up
8Notes and attestation

How the AI Layer Was Applied

Instead of "AI for AI's sake," the product uses AI where it removes clinician burden and improves reliability.

Full Assessment Capture

Capturing the complete assessment content including vocal detail and context

Automated Summarization

Reducing repetitive documentation work through intelligent summarization

Consistent Structure

Enforcing consistent documentation structure across all outputs

Scalable Workflow

Scaling the workflow across higher patient loads without quality loss

The clinician stays in the loop: summaries and transcripts are provided for review, validation, and feedback.

What Made This Build Successful

Designed Around Clinician Time

Dashboards and summaries prioritize "what to read first," reducing cognitive load and speeding up clinical review cycles.

Standardization Without Rigidity

The workflow is consistent across patients and facilities, while prompts and templates remain configurable for different clinical needs.

Built for Scale

Multi-facility administration enables controlled rollout across locations without sacrificing quality or consistency.

Tech Stack

A production-grade setup built for healthcare-grade security and scalability.

Frontend

React / Next.js, TypeScript

Backend

Node.js or Python APIs

Database

PostgreSQL

Media

Secure video storage + transcription pipeline

AI Layer

Amazon Bedrock for summarization & insights

Security

Role-based access, HIPAA considerations

Results & Impact

With the platform in place, facilities can streamline their intake process while improving documentation quality.

Reduced Variability

Consistent documentation across all assessors and locations

Preserved Signal

More information captured than manual note-taking alone

Structured Summaries

Doctors receive organized summaries instead of long recordings

Scalable Assessments

Handle increased patient volumes without sacrificing consistency

Time Savings

Faster review cycles with AI-assisted documentation

Deliverables

  • UX/UI design system for clinician and admin workflows
  • Patient assessment experience (question flow + playback controls)
  • Assessments dashboard (search, filters, status tracking)
  • Assessment detail view (video, transcript, summary)
  • Prompt/template management for structured outputs
  • Facility and provider management modules
  • QA/testing for reliability across roles and flows

What's Next

The platform is designed for continuous evolution as clinical needs grow:

EHR/EMR integrations (as needed)
Review workflows (sign-off, comments, clinical QA)
Analytics on completion rates and assessment duration
Multi-language support for broader accessibility
Facility-specific protocols and documentation standards

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100+

Engineering Experts

800+

Projects Delivered

14+

Years in Business

4.9★

Clutch Rating