AI Intake Assessment for Counselors Using AdvancedMD

Save 4.8 hours weekly on documentation. Built specifically for counselors who use AdvancedMD.

6+
Hours Saved Weekly
32
Avg Sessions/Week
12-18 minutes
Per Note (Manual)

Sound Familiar?

"Each progress note takes 12-18 minutes. Multiply by 32 clients and I've lost an entire workday to paperwork."

As a counselor using AdvancedMD, you deserve documentation tools that understand your specific workflow.

Counselor Documentation Workflows

Mozu understands the unique documentation needs of counselors, including:

Common Documentation Types

  • Session Notes
  • Biopsychosocial Assessments
  • Crisis Documentation
  • Referral Letters

Specialty Workflows Supported

  • Community mental health documentation
  • Sliding scale client tracking
  • School-based counseling
  • Crisis intervention protocols

Intake Assessment Requirements for Counselors

Mozu generates compliant intake assessment with all required elements.

Required ElementMozu Coverage
Presenting problem Auto-generated
History Auto-generated
MSE Auto-generated
Diagnosis Auto-generated
Treatment recommendations Auto-generated

Insurance Note: Foundation for treatment authorization, must support diagnosis

Counselor Compliance Considerations

Documentation that meets your regulatory and licensing requirements.

State licensure requirements
Supervision documentation for provisionally licensed
Continuing education tracking
Mandated reporting

Common Intake Assessment Mistakes Mozu Prevents

Audit-proof documentation that avoids these common pitfalls:

Incomplete history

Mozu prevents this

Missing risk assessment

Mozu prevents this

Diagnosis not supported by data

Mozu prevents this

Counselor-Specific Clinical Terminology

Mozu understands and correctly uses counselor-specific language:

presenting concernscoping strategiesresource linkagecase conceptualizationtherapeutic goals

Example Intake Assessment for Counselors

Here's a sample intake assessment generated by Mozu. Ready to paste into AdvancedMD.

MozuGenerated Note
AdvancedMD Ready
INITIAL PSYCHIATRIC/PSYCHOLOGICAL EVALUATION IDENTIFYING INFORMATION: Adult patient presenting for initial evaluation. Self-referred. CHIEF COMPLAINT: "I can't stop worrying about everything" HISTORY OF PRESENT ILLNESS: Patient describes 6+ months of persistent worry across multiple domains including work performance, health, financial stability, and relationships. Reports difficulty controlling worry despite attempts to "think positively." Associated symptoms include restlessness, fatigue, difficulty concentrating, irritability, muscle tension (particularly neck and shoulders), and sleep disturbance (difficulty falling asleep, taking 45-60 minutes most nights). Symptoms causing significant distress and impairment in occupational functioning, reporting decreased productivity and two missed deadlines. No precipitating event identified; reports gradual onset. PSYCHIATRIC HISTORY: No prior psychiatric hospitalizations. Previous outpatient treatment 2019-2020 for depression following job loss. Trial of Lexapro 10mg with partial response; discontinued after 6 months due to sexual side effects. No history of suicide attempts or self-harm. SUBSTANCE USE: Alcohol: 2-3 drinks weekly, social use, denies increased use Cannabis: Denies Other substances: Denies MEDICAL HISTORY: Hypothyroidism (controlled on levothyroxine) No other significant medical conditions Allergies: NKDA FAMILY PSYCHIATRIC HISTORY: Mother: Anxiety disorder, treated with therapy Father: No known psychiatric history Sibling: Depression SOCIAL HISTORY: Employed full-time as marketing manager. Lives with partner of 3 years. Support system includes partner and close friends. No children. College graduate. MENTAL STATUS EXAMINATION: Appearance: Well-groomed, appropriate dress for season Behavior: Cooperative, good eye contact, mild psychomotor restlessness Speech: Normal rate, rhythm, and volume Mood: "Anxious" Affect: Mildly anxious, reactive, full range Thought Process: Linear, goal-directed, no loose associations Thought Content: Worried about work performance and health; no SI/HI, no psychotic symptoms, no obsessions Perceptions: No hallucinations reported or observed Cognition: Alert, oriented x4, memory intact, concentration mildly impaired by anxiety Insight: Good Judgment: Good RISK ASSESSMENT: Suicide risk: Low (no SI, no plan, no history, protective factors present) Violence risk: Low (no HI, no history) DIAGNOSTIC IMPRESSION: Generalized Anxiety Disorder (F41.1) Rule out Major Depressive Disorder, recurrent (some overlapping symptoms) RECOMMENDATIONS: 1. Weekly individual psychotherapy - CBT approach 2. Consider medication evaluation if therapy alone insufficient after 6-8 weeks 3. Sleep hygiene education 4. Relaxation training 5. Follow up in 1 week for first therapy session

Why Counselors Using AdvancedMD Choose Mozu

AdvancedMD: Enterprise-grade features. Mozu adds AI-powered documentation.

Built for Counselors

Trained on counselor sessions. Understands clinical nuance, not just transcription.

AdvancedMD Ready

Copy-paste directly into AdvancedMD. No integrations needed, no workflow changes required.

Cross-Session Memory

Mozu remembers client history, names, and patterns across all your sessions.

Clinical-Grade Security

HIPAA compliant with BAA provided. Built on SOC 2 Type II certified infrastructure.

SOC 2 Type II
HIPAA Compliant

Frequently Asked Questions

How much time will Mozu save me as a counselor?

Most counselors using AdvancedMD save 4.8 hours per week on documentation. That's approximately 12-18 minutes saved per intake assessment.

Does Mozu work with AdvancedMD?

Yes. Mozu generates intake assessment that you can copy directly into AdvancedMD. No integration or setup required - it works with any EHR system.

Is Mozu HIPAA compliant for counselor documentation?

Yes. Mozu is fully HIPAA compliant with BAA provided. We use SOC 2 Type II certified infrastructure and never use your patient data to train AI models.

What types of notes can Mozu generate for counselors?

Mozu generates Session Notes, Biopsychosocial Assessments, Crisis Documentation, Referral Letters specifically formatted for counselor documentation requirements.

Is there a free plan for solo counselors?

Yes. Mozu is completely free for solo practitioners. No credit card required, no trial period - free forever for individual counselors.

Free for Solo Counselors

Start saving 4.8 hours weekly on intake assessment. No credit card required.

$0
per month for solo practice
  • Unlimited Intake Assessment
  • Cross-session memory
  • Works with AdvancedMD
  • HIPAA compliant
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