ABA PlanPilot turns uploaded clinical documents into payer-ready treatment plan drafts inside a guarded workflow designed to protect your business, your operations, and your clients.
The writer is maintained against Medicaid requirements and payer templates so drafts are built around medical necessity, source support, and approval-readiness.
Approved PHI users get BAA-backed infrastructure, S3 PHI storage, Zero Data Retention AI processing, and strict support boundaries.
The PHI workflow is routed through the approved OpenAI API project with Zero Data Retention controls, store:false requests, and no OpenAI tools or direct file inputs for PHI.
Upload the packet once. PlanPilot organizes the evidence, applies payer rules, drafts the plan, and prepares the DOCX.
ABA PlanPilot supports treatment plan drafting. It does not submit claims or guarantee payer approval.