26. How to Use AI for Chart Audits

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Are you curious about how to leverage AI for chart audits to streamline your clinical documentation? In this episode, we’re diving into innovative ways therapists and mental health professionals can use AI tools to simplify compliance, improve documentation quality, and save time. Whether you’re new to AI or already experimenting with tools like ChatGPT, this episode is packed with actionable tips and resources to take your practice to the next level.

Episode Highlights:

  • How to use tools like ChatGPT for chart audits while maintaining HIPAA compliance.
  • Explore tools specifically designed to keep your data secure while using AI.
  • Tips for creating specialized GPT assistants to handle tasks like email writing, marketing, and social media posts.
  • How emerging AI tools like Notebook LM are revolutionizing education, documentation, and client engagement.
AI for Chart Audits

Resources Mentioned:

Connect with me:

Sponsored by Alma: www.helloalma.com/kym
Sponsored by Berries: www.berries.icu/therapists

Transcript: 

Hey, everybody. Welcome back to Ask Me Anything AI, sponsored by Berry’s. So usually every single week, I just kind of talk about. You know, everything AI that I’ve even learned this week because it’s such an evolving thing and it’s just so exciting to learn more and more things I like to tell you guys about.

everything I’m learning. So Darla was asking, she says, I’m curious about AI and chart audits. Are you aware of any programs that have these capabilities?

So I’m not aware of any like audit AI programs, but you can totally do this with chat GPT, if you want it to, if you felt comfortable doing that. So obviously no PHI, we talk about that all the time. You cannot put any PHI into chat GPT, but there are HIPAA compliant There’s one called Bastion and I’m trying to think of the other one.

I can’t think of it off the top of my head. So of course you can’t put any PHI in there, but if you have a note or you know, an audit format that you’re trying to follow, for example, Most of the major insurance companies have, documentation standards that they want you to follow and even like most of the Medicaid’s in most states, Medicare, you can find like an audit guide, not exactly the exact like checklist that they follow, although there are some out there but you can basically take that audit guide. You can upload it to chat GPT and you can say here’s The audit standards set forth by this insurance company. I want to upload a note for you and I want you to see if it meets the criteria for this Audit status that they want me to follow so you upload the audit status, the check boxes and all this stuff.

I’ll find one for you and then upload your note. Obviously no PHI. Make sure you look through it. Make sure it’s not really identifiable. But upload it and ask it to run an audit on your note and see what it comes up with. Or take out certain parts, the subjective, and see what it says about that. Or if you have a treatment plan that you’ve got for a client, obviously you’re not going to have PHI in there, but you could drop the treatment plan into ChatGPT and say, this is how this insurance company wants me to do my treatment plans, or my employer, or whoever, does it meet the standards.

And have it just do an analysis for you real quick, and it’ll do a really thorough analysis for that. So I would do it that way. And let me see what the second part of her question was. Are you aware? Yeah, I’m not, I’m not aware of any programs necessarily that do like specifically chart audits is probably coming and I’m going to keep my eye out for something like that because it would be super helpful, but this is totally a way to do it.

And especially if you do it in a HIPAA compliant chat GPT, you could set the whole thing up in a GPT and say, you know, this is the audit requirements. Here’s the actual case file. Like you could upload entire data files basically to CHAT GPT. So if you’re doing it in a HIPAA compliant environment, you could literally upload the whole file and tell it to audit it based on audit standards.

If you don’t know what audit standards are, if you can’t find them, ask CHAT GPT. What are the audit standards for clinical documentation for therapists? Ask. It’s gonna give you a list, and then you can say, you know, now I want you to basically analyze this data. File upload based on this client and tell me did I pass the audit tell it to act like a Insurance company auditor tell it to behave like that with a really critical eye and it’ll do it for you but definitely like Bastion GPT and it’s bastion GPT, B A S T I O N GPT. com. And then there’s one that just says compliant chat GPT. This is a new one for me. So something like that, of course, you want to read the fine print, make sure it’s actually HIPAA compliant.

What makes it HIPAA compliant? Yeah, this one is totally HIPAA compliant based on what I’m seeing right here, and it’s, it’s literally the URL is compliantchatgpt. com. So. You could totally go over there, tell it to run an audit on a file upload, you know, with like a simple practice or our practice or an EHR that you’re using, you can download a client file.

Just like if you had to give records to somebody, download it. If you feel comfortable, I know people get really upset when I say this stuff, take the file, put it over in one of these HIPAA compliant GPTs and see what happens.

So, I figured out something really cool, and it’s kind of blowing my mind. I just want to go play with it. You know, I’m obsessed with AI. So, I’ll see you guys later. Bye. I’ve created an army, basically, of GPTs. If you guys don’t know what those are, they’re basically these super specific chatbots that you program within ChatGPT.

You have to have a paid version to do this, but you can program it. You can upload files to it. You can tell it exactly how you want it to behave, but it’s very specific. And you know, what I found is that I, I’ve tried, I’ve tried to do this so many ways. So first I started making one and I was like, okay, I want you to write a newsletter and I want you to do this and I want you to do that.

And I want it to all be about Kim Tolson, the traveling therapist or whatever. But it really doesn’t like a ton of instructions like that. So what I’ve learned over time with chat, GPT is that, you know, you need to make these GPT is pretty specific. So this one writes blogs for this brand. This one, you know, writes emails for this other brand, making it really specific will you know, give you much better results and you can train it a lot more specifically in that sort of thing.

But here’s the cool thing. And if you are watching this or listening to this on the podcast, And you’re in the clinical AI club. I’m going to go make a video tutorial right after this for you guys.

I’m going to upload it in the AI club. Of course, I’m going to tag you guys so you can see exactly what I’m talking about. But in ChatGPT, you can start a chat, right? If you have the paid version, you can start a chat. And let’s say you’ve created this army of personal assistants.

You’ve got your marketer, you’ve got your Intake coordinator, you’ve got all these GPTs that you’ve built and if you start a chat and you’re like, okay, I need to talk to you about this chat, you could do, you have a conversation. But what you can do is use the at symbol. You could say at, and then you can basically call up any of your GPTs that you’ve personally built.

So within this. This specific chat, you can now call in, now I want you to write an email for it. I want to use at, you know, my email writer. And now I want you to do a social media post at my social media post writer. So you basically tag your GPT’s and this is a way to pull all of your very specific GPT’s into one place and have it in a chat.

That each one is functioning. Basically, as these really specific bots, so they’ve got their specific purpose But now you can pull them all into the chats together and it’s totally insane. I’ve been playing with it Because you know it was kind of frustrating before because I’d have all of them and I’d be like gosh now I really want to do a social media post about this But to do that, I probably should go to the GPT I already built but you don’t have to do that anymore You can just say at my GPT I’ve built for social media in this same thread, so it knows what you’re talking about, but you’ve got like the really specific bots working for you, and it’s, it’s insanity.

Like, I just can’t even believe this. I just was kind of playing around, and I was like, wait, I wonder if I can do this, and if I could pull this in, and then this. And you guys, those of you that have built GPTs, this, if you’re not doing this, you’re gonna be blown away. It’s a way to get all your GPTs working together for you.

So I know I’ve said that like three times. I’m so excited about it. . So go try it. Those of you in the clinical AI club, I’m going to I’m going to do a tutorial for you. I’m going to walk you through how to do it.

The only, the only problem that I found so far is I have like a team’s account. So I’ve built some GPT’s over in my team account. Basically where I’ve got my BA’s and everybody in my team account. And then I have my personal account. Where I’ve built other GPTs. So I kind of been like going back and forth with where I’m building them And I think that was a mistake because basically I can’t tag my team GPTs like I can with the personal GPTs Like I can’t flop back and forth basically is what i’m saying.

So i’ve got to figure that out. I’m, kind of wondering i’m going to do an experiment with this if I can You know how you can share a GPT if you go up to the share tag, you can get a tag So I’m going to put a link for it. I think what I’m going to try to do is take that link and open it up in my personal account or my team account or whatever.

Open up the one that’s not in there. Have it then, functioning within that account basically. And then I think I’ll be able to tag that GPT that’s very specific in the other account. So I haven’t played with it yet. I hope that makes sense. This is my brain. I’m just like really excited about it right now.

I’m trying to figure out all the ways to use it. I’m excited about it. I think that’s a workaround. A lot of you guys ask me sometimes like what’s workarounds with child GPT. So I’m pretty sure that will work. I’ve just got to test it. But super excited about this and you could pull other people’s GPTs in.

So like, let’s say you’re in here working with your own GPTs, you’re pulling in and then let’s say, okay, gosh, Now, I really need to figure out which Canva template to use to make this even better. Like I want to turn this into a worksheet to get to my clients or a worksheet to, you know, given my email sequence for my nurture sequence for my people on my waitlist or something like that.

You can pull Canva and then into it too. You can say, okay, at Canva, and it’s going to pull up the Canva GPT. You can say, which template should I use for this? And it’s going to find you a bunch of templates for what you’re already working on. Okay. Inside of that like same chat thread and then of course you name the chat thread and then you’ve got this chat thread That’s like, supercharged basically, so I’m just really excited about it.

I think it’s super cool I’d love to hear what you guys think about this if you’ve already tried it Let me know 

yeah. And let’s see what else I want to tell you guys about. Of course, this is sponsored by Barry’s B E R R I E S dot I C U slash therapist. They’re the partner with this podcast they did a big announcement where they’ve released their treatment plan feature.

So if you haven’t tried it yet, you do get 20 free sessions with Barry’s. So I would say go hop on there, like do a fictitious client if you want to. Press record and just dictate a session you had recently or something. Just talk for like less than a minute. It’ll write a really good note for you.

Once it writes the note, It creates the note you go down and you click treatment plan and it turns it into a perfect treatment plan for you if you haven’t tried it yet go try it. It’s amazing It’s like we’re never gonna have to do admin work again Which gets me so excited and then all these little hacks that I’m talking about here like with the GPT hack I just can’t even believe the capabilities, you know I don’t know where it’s gonna be a year from now But it’s just blowing my mind right now that we can even do this

 Another cool thing I saw was this LLM, my friend Uriah, the productive therapist, he sent it to me. . It’s called notebook LM so you could take any article. on the internet. You drop it into this notebook, lm.

google. com and it turns it into a podcast, like, like a real podcast. It’s like, it’s like two hosts are hosting the podcast together. They’re talking about the article. They’re going back and forth. They’re bantering about it. You could pick the tone if you want it to be funny, if you want it to be serious.

Yeah, I mean, it’s incredible. I haven’t even gotten much time to play with this either, but Go try it. It’s free, you guys. And the possibilities for this are really just endless. I was doing a demonstration of this in the clinical AI club and somebody in the meeting was like, wait a second.

I’m a professor. I would love to be able to do it. You know, take my homework assignments, upload them to this thing, you know, from the textbook or whatever and have them do like an audio podcast of the content and then share it with my students and have them learn that way. Like if they don’t learn from reading that well, or they just prefer a different format.

I was like, that is genius. And students could really do this too. It’s like, God, I’m not getting this content. Let me see if I could put it into this really cool format. And try to learn that way. So, you know, if you’re that type of learner, if you’re like me, I consume like a thousand podcasts a week and an audio book and, just tons of like recorded audio.

I’m always listening to stuff, business books, that kind of thing. Check it out. You guys, it’s insane. It’s really cool. You can just change the tone. You can have different speakers talking about it. You could like tell it how you want it to approach the content. Like if you want it to be. super boring or really funny, like you can instruct this thing on how to do it.

And as far as I know, it’s free. There’s probably like some upgrade I don’t know about, but we were playing with it in the AI club and everybody was blown away with it. So I wanted to share it with you guys here real quick. And if you’re listening to this on the podcast, of course, I’m going to put these down in the show notes for you to check these out.

And of course, I’ll give you the link to berries. And we also have another new sponsor for the write your private practice of the AI podcast. And that is Alma. Alma has sponsored the podcast. They’re super excited about it. Alma is really leaping into the AI world, which I think is awesome. Of course, you guys know, I think it’s amazing.

So Alma’s sponsoring the podcast now too. Super excited about that. 

Okay, you guys have a great week and I will talk to you later. Bye.