Buyer's guide · 2026

The best AI intake and documentation software for behavioral health (2026)

AI intake, ambient scribe and documentation tools for community behavioral health organizations, CCBHCs and psychiatry groups, compared on what matters: when each one starts, what it produces, and where it writes.

At a glance

Intake tools work with the patient before the visit; scribes work with the clinician during it. Many organizations need both.

AI intake and documentation tools compared, from each vendor's public materials. Last reviewed October 7, 2026.
Feature	Mira	Eleos	Qualifacts iQ	SMARTscribe	Heidi	Clinically AI	Limbic
Works with the patient before the visit	Offered	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Partly (see notes)	Not found in the vendor's public materials	Offered
Spoken intake (voice agent)	Offered	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Partly (see notes)
In-clinic kiosk	Offered	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials	Not found in the vendor's public materials
Scribes the clinician session	Offered	Offered	Offered	Offered	Offered	Offered	Partly (see notes)
Billing-ready DA, ITP and E&M	Offered	Partly (see notes)	Partly (see notes)	Partly (see notes)	Partly (see notes)	Partly (see notes)	Not found in the vendor's public materials
Live handover to a clinician on risk	Offered	Not applicable (clinician already in the session)	Not applicable (clinician already in the session)	Not applicable (clinician already in the session)	Not applicable (clinician already in the session)	Not applicable (clinician already in the session)	Partly (see notes)
Writes to CareLogic and SmartCare	Offered	Offered	Partly (see notes)	Partly (see notes)	Not found in the vendor's public materials	Partly (see notes)	Not found in the vendor's public materials

✓ Offered · ◐ Partly (see notes) · ✗ Not found in the vendor's public materials · – Not applicable (clinician already in the session)

Notes

Eleos: DA, ITP and E&M: initial evaluations and progress notes, with E/M code suggestions surfaced during documentation; DA and ITP not named.
Qualifacts iQ: DA, ITP and E&M: drafts intakes, assessments and treatment plan documentation from the session; E&M not named. EHRs: CareLogic, Credible and InSync, not SmartCare.
SMARTscribe: DA, ITP and E&M: intelligent note suggestions and compliance checks (SMARTcomply); DA, ITP and E&M not named. EHRs: SmartCare only.
Heidi: Before the visit: Heidi Comms, an admin phone agent for bookings and reminders, launched in February 2026; its product page is no longer live. DA, ITP and E&M: ICD-10-CM and CPT code suggestions on paid plans, plus progress notes, risk assessments and letters; DA, ITP and E&M not named.
Clinically AI: DA, ITP and E&M: biopsychosocial assessments, intake notes and treatment plans, with ICD-10 and DSM-5 code suggestions; DA, ITP and E&M not named. EHRs: CareLogic integration presented at the Alaska Behavioral Health Association Fall Conference (September 2026), not yet described on its website; SmartCare not found.
Limbic: Voice: an Intake Agent for web and phone referral pathways, for onboarding and FAQs; the clinical assessment itself runs in text chat. Session scribe: offered for NHS services (Limbic Care); no US session scribe found. Risk: an alert to clinical staff in the background, plus crisis-line signposting; no live transfer to a human described.

Which should you choose?

Intake and assessment are your bottleneck, on CareLogic or SmartCare

→ Psyrin Mira, alongside your EHR's scribe if you have one

You need in-session documentation and compliance review across several EHRs

→ Eleos Health

You're on Qualifacts or SmartCare and only need scribing

→ Qualifacts iQ or SMARTscribe

You want one ambient scribe across specialties, with a free plan

→ Heidi Health

You want behavioral health notes plus chart auditing on top of your EHR

→ Clinically AI

You run an NHS Talking Therapies service

→ Limbic

The products in brief

Psyrin Mira

Best for: Community BH organizations and psychiatry groups where intake and assessment are the bottleneck

Runs a structured, fully customizable psychiatric pre-assessment with the patient, by phone or kiosk, and scribes billing-ready DA, ITP and E&M into CareLogic or SmartCare.

Worth knowing: English only today.

Learn about Mira →

Eleos Health

Best for: In-session documentation and compliance review at community BH organizations

Works with many behavioral health EHRs, including CareLogic, SmartCare and myAvatar NX.

Worth knowing: Starts when the clinician does; pair it with a pre-assessment tool to shorten the encounter itself.

Visit Eleos Health →

Sources: eleos.health/community-behavioral-health, eleos.health/ai-frequently-asked-questions, eleos.health/rcm-for-community-based-care-orgs-eleos-health

Qualifacts iQ

Best for: Qualifacts EHR customers who want built-in scribing

Built into CareLogic, Credible and InSync, with no extra vendor.

Worth knowing: No patient-facing pre-assessment found in public materials.

Visit Qualifacts iQ →

Sources: qualifacts.com/behavioral-health-software/ai-clinical-documentation, qualifacts.com/resources/qualifacts-to-expand-ai-powered-iq-suite-with-qualifacts-iq-agent

Streamline SMARTscribe

Best for: SmartCare customers

Built into SmartCare, with live documentation checks (SMARTcomply).

Worth knowing: Built on technology from Eleos Health; no patient-facing pre-assessment found in public materials.

Visit Streamline SMARTscribe →

Sources: streamlinehealthcare.com/ai-driven-documentation-compliance-behavioral-health

Heidi Health

Best for: Clinicians and multi-specialty groups that want a general-purpose ambient scribe, with a free plan

Behavioral health templates (SOAP, DAP, BIRP, risk assessments), ICD-10-CM and CPT code suggestions, and transcription in 110+ languages.

Worth knowing: No patient-facing clinical pre-assessment found in public materials, and no CareLogic or SmartCare integration named; write-back is documented for Epic, Oracle Cerner, athena and others.

Visit Heidi Health →

Sources: heidihealth.com/en-us/solutions/mental-health, heidihealth.com/en-us/scribe, heidihealth.com/en-us/pricing, support.heidihealth.com/en/articles/11142087-medical-coding, support.heidihealth.com/en/articles/14075160-heidi-integrations-overview, heidihealth.com/en-us/progress-notes/heidi-updates-evidence-comms-and-more-customisations

Clinically AI

Best for: Behavioral health organizations, from group practices to CCBHCs and addiction treatment providers, that want AI notes and chart auditing on top of their EHR

Behavioral health notes, including group notes, biopsychosocial assessments and treatment plans, that reference the client's treatment-plan goals; its Comply product audits charts against each organization's own standards.

Worth knowing: Clinician-side only; no patient-facing pre-assessment found in public materials. Most EHRs connect through a Chrome extension that fills in the EHR's fields.

Visit Clinically AI →

Sources: clinicalnotes.ai/solutions/clinical-notes-ai.html, clinicalnotes.ai/notes-documents.html, clinicalnotes.ai/solutions/comply.html, clinicalnotes.ai/the-cnai-google-chrome-extension.html, akbha.org/conference-agenda-1

Limbic

Best for: NHS Talking Therapies and services that want digital self-referral and triage

Strong peer-reviewed evidence, including a 2024 Nature Medicine study; regulated in the UK as a Class IIa medical device.

Worth knowing: The clinical assessment is completed by text chat; no named US EHR write-back.

Visit Limbic →

Sources: limbic.ai, limbic.ai/access, limbic.ai/faq

Other tools you may come across

MDhub: an AI-native EHR combining admissions, scribing and billing; Netsmart Bells: documentation and note-quality review for Netsmart and other EHRs; Assort Health: phone scheduling that transfers to a human on a crisis signal; Suki: a general ambient scribe for multi-specialty health systems; Jane App: forms, booking and charting for private practices; Bamboo Health Intelligence Hub: care coordination and referral management

Frequently asked questions

What's the difference between AI intake software and an AI scribe?

AI intake software works with the patient before the visit, gathering history, screeners and risk information and handing the clinician a structured summary. An AI scribe works with the clinician during the visit, listening to the session and drafting the note. Intake shortens the encounter; a scribe shortens the documentation afterwards. Mira does both.

Can I use an AI intake tool alongside my EHR's built-in scribe?

Yes. An intake tool finishes its work before the session starts, and a native scribe such as Qualifacts iQ or SMARTscribe starts when the clinician does. Mira writes into CareLogic and SmartCare, so it can sit alongside either.

Which AI documentation tools work with CareLogic or SmartCare?

Based on the public materials reviewed for this guide: Psyrin Mira (CareLogic and SmartCare), Eleos Health (CareLogic, SmartCare and several other behavioral health EHRs), Qualifacts iQ (CareLogic, Credible and InSync) and Streamline SMARTscribe (SmartCare). Clinically AI has presented a CareLogic integration at a conference, though it isn't yet described on its website.

Are AI intake and scribe tools HIPAA compliant?

Each vendor sets its own terms, so ask every vendor for its Business Associate Agreement and security documentation before any patient data is shared. Mira is HIPAA compliant, and Psyrin signs a BAA.

Do AI intake tools diagnose patients?

Mira does not: it is a pre-assessment information-collection system, and the licensed clinician makes every diagnosis. Some tools elsewhere are regulated as medical devices; Limbic, for example, is a UK Class IIa medical device.

How much does AI intake or scribe software cost?

Most enterprise behavioral health tools are quote-based. Some practice-focused tools publish prices; Jane App, for example, lists plans from $54 per month plus an AI Scribe add-on. Psyrin doesn't publish pricing; book a demo to discuss pricing for your organization.

Sources (vendor pages reviewed October 7, 2026)

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Clinician burnout in behavioral health

The latest sourced data on burnout, documentation burden and the behavioral health workforce gap, and what helps.

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See Mira in your workflow.

Bring your current intake and documentation process, and we'll show you where Mira fits and what it returns.

Book a demo

Mira is a pre-assessment information collection system, not a clinical diagnostic instrument. It is not designed or validated to detect, screen for, or diagnose any mental health condition, suicidality, or risk of self-harm. Built-in guardrails are intended to route relevant disclosures to a qualified clinician on the care team; they are not a substitute for emergency services and do not constitute a crisis response. Clinical judgement and all diagnostic decisions remain the sole responsibility of the licensed clinician. If there is immediate risk to life, contact emergency services (911) or a crisis line (988) directly.