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Stacks AI Studio / Mental Health Group Practices
AI for Mental Health Group Practices
"I feel behind on AI, and there is no chance I can catch up." If that is the sentence in your head, you are exactly who I work with. I am not selling software or theory-based advice. I run my own ten person managed services business on Claude, I know the value it adds every week, and now I help owners do the same inside mental health group practices like yours: your team trained, jobs automated, hours saved. Saying yes to starting puts you ahead of many of your competitors.
Experience, Not Theory
That is our first four automations at Stacks, across a ten person team. We took on more clients, and gross margin went from 26% to 56% in twelve months. AI was not the only driver. It was the biggest one. It also set a new standard for what my team sends out: the same bar for research, formatting, and finish on everything that leaves the building, no shortcuts.
Casey Templeton, Founder of Stacks. Nashville.
"In one week I went from a two-hour session with Casey to a brand new marketing site and firing the marketing firm I'd used for two years. If Casey wants to work with you, don't be a dummy. Just do it."
The Week
Your Week. I Know It.
Five jobs that pile up after hours. This is the work an automation goes after first.
Notes wait until after the last session. Six of them get written at nine at night.
Intake starts with a stack of forms. The same answers get retyped into the chart.
The waitlist lives in somebody's spreadsheet. Nobody calls until the open slot has gone cold.
A late cancel opens a two o'clock hole. The hour is gone before anyone can fill it.
A payer asks for the credentialing packet again. The same CV and attestations get assembled by hand.
The paperwork does not wait for the next hire.
Source: U.S. Bureau of Labor Statistics, August 2025.
The First Step
Two Sessions. Two Hours Each.
For most mental health group practices, this is the first step. Homework first, then two sessions, two hours each. In person if you are near Nashville, or over Zoom. $1,950.
For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it pays for itself with room to spare. And if after our first session you do not see a job worth automating, you pay nothing.
An automation is a repeated piece of work you teach Claude once. Your team runs it every day, you own it and tune it, and it carries the work to 80 percent so your people finish the 20 that needs their judgment.
"Casey taught me how to actually put AI to work. I generate quotes faster, my workflow is smoother, and I'm making more money because of it. One of the best investments I've made in my business."
01
Homework
Before we ever meet, you pull real examples of the work that eats your week: actual documents, actual messages, nothing cleaned up for me.
02
Session One
Two hours. We map how your practice actually runs, get Claude set up for your team, and train you on how to operate it.
03
Session Two
Two hours. We start building your first automations and put together the training your team needs to run Claude every day.
04
What You Leave With
Claude running for your team, your people trained on it, and one job automated and in use.
Five Automations We Could Build In Your Practice.
One page, no obligation. Proof of what we could build together, before we ever talk.
One email with the PDF. No newsletter, no drip campaign.
of US small businesses say they use generative AI.
Source: U.S. Chamber of Commerce, August 2025.
Stacks signs a BAA before any automation touches PHI, psychotherapy notes and 42 CFR Part 2 records stay outside what I build, and no automation assesses risk or handles a crisis.
The Stack
Claude Sits In The Middle.
It works with the tools you already run. It reads from your practice management system, your schedule, your billing, and your credentialing files, and writes back where it can.
Start with one connection, not all of them. The first automation usually needs one export from your practice management system, and that is the whole first step. Once it earns its keep, the next system comes in, then the one after that. Every automation gets sharper as it goes, because Claude can finally see the whole practice instead of one screen at a time.
The Numbers
The Numbers Practice Owners Are Seeing.
That feeling of being behind is not in your head. Mental health group practices saw that share drop from a year earlier, and diagnosis is where the numbers stay low.
Psychologists who never used AI
Source: APA Practitioner Pulse Survey via Behavioral Health Business, December 2025.
Use AI for clinical diagnosis
Source: APA Practitioner Pulse Survey via Behavioral Health Business, December 2025.
Questions
Questions, Answered.
I feel like I am already behind on AI. Is it too late?
No, and you are not as far behind as you think. The owners who feel furthest behind often move fastest once they start, because they have not spent a year on tools that did not stick. You do not need a strategy, a budget cycle, or a technical person on staff. You need four hours and one job that is costing you time every week. That is the whole first step.
Will this replace my staff?
No, and that is the whole design. An automation carries a job to 80 percent quickly and your employee takes the final 20 percent over the finish line. Efficiency goes up for everyone, the practice grows without the headcount it used to need, margins grow with it, and your team spends its time on clients instead of menial work.
Will it work with the EHR we already use?
Usually, whether that is SimplePractice, TherapyNotes, Valant, or Tebra. Some systems give me an API, some give me a nightly export, and a few give me nothing but a screen to copy from. I tell you which one you have before I scope anything.
What happens to client information?
Stacks signs a BAA before any automation touches PHI. Psychotherapy notes carry heightened protection under HIPAA, and substance use disorder records can fall under 42 CFR Part 2, so both stay outside what I build. Where a job can run on de-identified material, I do it that way. Where it cannot, the data path is written down and you approve it before the automation runs on anything real.
Does any of this touch clinical judgment?
No. Every automation hands a clinician a draft. Nothing I build diagnoses, plans treatment, assesses risk, or handles a crisis. A note draft follows your format and waits for the clinician who was in the room to correct it and sign it. That review step is part of the automation, not a suggestion.
We already have an AI note taker. Do we need this?
Maybe not for notes, and that is fine. Ambient note tools do one job, and if yours is working, keep it. The rest of the week is still manual: the waitlist, the intake packet, the late cancels, the credentialing renewals. That is where I start instead.
How long before we see something working?
The first automation runs in weeks, not quarters. The two sessions scope it, I build it against your real exports, and your team uses it while I refine it. One automation in production beats five in a plan.
Who owns what you build?
You own the automations and the documentation. They live in your account, written in plain language, so your team can read them and change them. If you stop working with me, nothing walks out the door.
What if we get to the end and nothing is worth automating?
Then you pay nothing. If after our first session you do not see a job worth automating, the engagement ends there and there is no charge. The first session either surfaces a job worth the money or it does not, and that risk is mine, not yours.
Why $1,950?
Because the format is small on purpose. Homework, two working sessions of two hours each, and the setup work around them. For the math: one person at $25 an hour who gets two hours a week back is worth about $2,600 a year. If the first automation does that for one employee, it has paid for itself with room to spare. Every number in that sentence is yours to check.
Who You Will Be Working With
Casey Templeton.
Founder of Stacks, a ten person business in Nashville that runs on Claude. Both sessions are with him directly, and every message from this page lands in his inbox, not a queue.
Start Here
Start With A Conversation Between Two Small Business Owners.
Tell me about your practice. I take on two or three of these engagements a month. Every message comes to me and I answer it myself. The first conversation costs nothing.
Book A 15 Minute Call"A fear of not understanding AI had kept me from diving in. Casey's coaching changed that. It opened my eyes to a sea of possibilities and left me more confident to explore. Come open-minded, and see where your imagination takes you."
I reply to every message. No newsletter, no drip campaign.