Peer Support Recovery
PSR Software — EHR, CRM & ERP for Recovery Programs
PaperlessEHR is purpose-built for Peer Support Recovery programs — manage peer specialist caseloads, WRAP recovery plans, group documentation, Medicaid billing, and field visits on the Sunbase platform trusted by behavioral health agencies nationwide.
PSR program tools
Documentation & Operations for Peer Specialists
PSR Caseload Management
Assign peer specialists to clients, track recovery goals, and monitor contact frequency across programs.
Recovery Plans
Document WRAP plans, wellness goals, and peer-driven recovery milestones with state-compliant templates.
Group Documentation
Streamlined group note templates for PSR sessions — attendance, topics covered, and individual participation.
Medicaid Compliance
Meet state-specific PSR billing and documentation requirements with configurable service rules.
Field Visit Tracking
Document community-based and in-home peer support visits on mobile with GPS-friendly workflows.
Program Reporting
Track enrollment, outcomes, utilization, and funder metrics for PSR program leadership.
EHR + CRM + ERP
How PSR Programs Use EHR + CRM + ERP
PSR programs operate under strict Medicaid documentation rules while managing referrals, peer specialist staffing, and multi-site enrollment. PaperlessEHR unifies all three layers.
EHR — Peer Support Documentation
Complete individual and group PSR notes with templates aligned to state Medicaid requirements. Recovery plans, progress updates, and crisis contacts are stored in a HIPAA-compliant chart accessible to supervisors and auditors.
CRM — Referrals & Enrollment
Track referrals from hospitals, courts, and community partners. Manage waitlists, intake assessments, and enrollment workflows so clients move from referral to active PSR services without delays or lost paperwork.
ERP — Program Operations
Schedule peer specialists across field and office settings, track units against authorizations, and submit Medicaid claims from completed documentation. Program directors get real-time dashboards on utilization, staffing, and revenue.
FAQ
Common Questions
Does PaperlessEHR support state-specific PSR billing codes?
Yes. PSR billing rules vary by state. PaperlessEHR configures service types, unit limits, and documentation requirements per your Medicaid program so claims align with payer expectations.
Can peer specialists document visits in the field?
PaperlessEHR is mobile-friendly. Peer specialists can complete notes, update recovery goals, and log contact time from community visits without returning to the office.
Where can I learn more about PSR documentation requirements?
Read our guide on PSR documentation requirements for Medicaid compliance tips, or book a demo to see PSR templates in action.
Streamline your PSR program documentation
See how peer specialists, supervisors, and billing teams work from one platform.