Clinical Operations // Free Obsidian Vault Bundle
The Behavioral Health Case Management OS.
A battle-tested, audit-proof operating system for case managers juggling Intakes, PHP/IOP coordination, Medi-Drive transit, Methadone/MAT dosing, Utilization Reviews, and 30/60/90-day Treatment Plans.
100% HIPAA Safe (Local Markdown)•Zero SaaS subscription•Includes 1-Click Local OCR Scripts
Measurable ROI // The Business Case
Why this system makes the switch 100% worth it.
Case managers don't burn out from caring for clients—they burn out from administrative friction, constant fire-fighting, and the fear of missing an audit deadline. Here is the tangible impact on time, compliance, and clinical capacity:
10–13 hrs
Saved Every Week
Reclaimed from manual documentation, blank-page treatment plans, transit phone tag, and retyping handwritten intakes.
100%
On-Time Compliance
7-day deadline radar eliminates the risk of Medicaid or commercial payer clawbacks on 30/60/90-day reviews.
85% Fewer
Transit Delays
Batching weekly Medi-Drive bookings on Thursdays plus direct escalation phone scripts stops Monday morning attendance panics.
$0 / mo
Software Expense
No $150–$300/user/mo EHR add-on fees. Completely private local markdown files that your organization owns forever.
What's Included in the Vault
Built to replace scattered sticky notes, messy spreadsheets, and constant fire-fighting.
5-Block Daily Cadence
Time-blocking system that builds a morning firewall for transit/MAT holds, blocks distraction-free client hours, sets a fixed UR window, and reserves afternoon focus for clinical writing.
Golden Thread Treatment Plans
Modular 30/60/90-day review templates paired with an audit-proof SMART Goal Bank for Substance Use, Depression, Trauma, Housing, and Medication Adherence.
Medi-Drive (NEMT) Logistics
Standing ride schedules, broker escalation rolodex (Modivcare, Veyo), and word-for-word phone scripts to force dispatchers to send emergency rescue rides when drivers no-show.
Methadone & MAT Coordination
OTP clinic directory with direct dosing nurse lines, 42 CFR Part 2 ROI tracking, weekly toxicology/attendance batching, and protocols to immediately resolve dosing holds.
UR Authorization Cheat Sheet
Rapid cheat sheet distilling the 6 ASAM dimensions into defensible phrases that insurance reviewers and Medicaid auditors require to approve PHP and IOP continued stay.
Handwritten Intake OCR
Includes automated Python scripts (with 1-click Windows `.bat` launchers) to transcribe scanned paper intake packets via local Ollama Vision AI or Gemini Vision directly into client files.
Onboarding Guide
Get Up and Running in 3 Minutes
Obsidian is a free, lightweight, privacy-first markdown app that keeps 100% of your notes on your computer without monthly subscription lock-in.
1
Install Obsidian (Free)
Download ObsidianDownload the installer for Windows or Mac from obsidian.md/download. Run the installer (takes ~15 seconds, zero account or credit card required).
2
Download the Case Management OS
case-management-system.zip (~45 KB)Save the archive to your computer, right-click the file, and choose "Extract All..." to your Documents, Google Drive, or Dropbox folder.
3
Open as a Vault in Obsidian
Launch Obsidian. On the welcome screen (or from the vault switcher icon in the bottom-left), click "Open folder as vault" $\rightarrow$ select the extracted case-management directory.
4
Start with the Quick-Start Guide
Click START HERE - Quick-Start Guide for Case Managers.md or 00 - Dashboard.md in the left sidebar to start organizing clients, reviews, and rides!