Patient Demographics
Patient Roster
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Personal Information
Contact Information
Emergency Contact
Insurance Information
Clinical Information
DOT/SAP Information
Patient saved to roster and demographics loaded for note generation.
Your Anthropic API Key — stored only in this browser tab, never sent anywhere except api.anthropic.com
Get a key at console.anthropic.com → API Keys. Each note costs approximately $0.05–0.15.
Step 1 — Select assessment type
01
DWI Clinical Assessment
Full DWI with ASAM, placement decisions, Brief Mental Status, DSM-5
02
DMV Evaluation
Administrative hearing evaluation with telehealth flag and DMV-specific framing
03
DOT / SAP Evaluation
49 CFR Part 40 — follow-up testing plan, DER notification, return-to-duty
04
Anger Management Assessment
Risk screening, substance-anger connection, 3-paragraph clinical summary
AssemblyAI API Key — used only for audio transcription (speaker diarization included)
Get a key at assemblyai.com → Dashboard → API Keys. HIPAA BAA available on paid plans. Speaker labels (Counselor/Consumer) included automatically.
Step 2 — Transcript
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Keith E. Green & Associates — Narrative Report
Client Name
Record Number
Date
1 — Date of Service
2 — Identification of Recipient
3 — Purpose of Contact
4 — Description of Intervention / Activity
Auto-populated from the Assessment Summary Note. Edit as needed.
5 — Effectiveness of Intervention / Activity per Client
6 — Duration of Services
Treatment Recommendation
7 — Clinician Name & Credentials
Draw Signature
Or type signature (renders in cursive)
Keith E. Green & Associates — Assessment Summary
Client Name
Record Number
Date
Date of Birth
SS# (last 4)
To Whom It May Concern
Previous Offenses
Level of Treatment
SALCE
1. ADETS - No Diagnosis or Provisional
2. Short-Term Treatment (20-39 hrs)
3. Long-Term Treatment (40-89 hrs)
4. Day Treatment / IOP
5. Inpatient / Residential TX Service
6. Special Service Plan
ASAM Level of Care
Diagnosis
Drug Screen Results
Summary
Auto-populated from generated note. Edit as needed before printing.
Clinician Signature
Clinician Name & Credentials
Or type signature (renders in cursive)
Supervisor Name & Credentials
Supervisor Date
Client Roster
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Session History
Select a client from the Client Roster to view their session history, or generate a note and save it here.
Save Current Note as Session
Client (select from roster)
Session Date
Purpose of Contact
Duration
No sessions loaded. Select a client to view history.
Treatment Plan
Select a client from the Client Roster first, then create or view their treatment plan.
Keith E. Green & Associates — Treatment Plan
Client
Plan Date
DSM-5 Diagnosis
ICD-10 Code
Severity
Level of Care
Placement / Hours
Review Date
Supervisor
Discharge Criteria
Treatment Goals & Objectives
Saved Treatment Plans
Select a client to view saved plans.