Calypso
Atlantic Health Strategies
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Documentation Intelligence

The engine for behavioral health strategy, rendered to page.

Calypso unifies policy libraries, operational plans, feasibility research, and financial modeling — grounded in ASAM v3 & v4, LOCUS, Joint Commission, CARF, and behavioral-health statute for every U.S. state.

Joint Commission & CARF
ASAM v3 & v4 / LOCUS
50-state statute corpus
State Medicaid & payer data
Hospital price transparency
Zoho CRM integration
SAMHSA facility locator
Fair Health / Turquoise

What will you build today?

Ten workflows across policy, planning, research, and financial modeling — each grounded in your facility profile.

Policies

Plans

Human Resources

Reports

Calypso knows
Clinical Criteria
ASAM & LOCUS
The ASAM Criteria Third & Fourth Editions and the AACP LOCUS Instrument — full manuals, every level of care.
Accreditation
Joint Commission & CARF
Behavioral health care standards, elements of performance, and deemed status requirements.
Regulation
50-State Statute Corpus
State licensing authority rules and administrative codes for every U.S. state plus D.C.
Market Research
Rate & Facility Data
CMS Hospital Price Transparency files, state Medicaid fee schedules, Fair Health, Turquoise, SAMHSA, and industry benchmarks.
•••

Named for the nymph who counseled Odysseus on his voyage — Calypso guides behavioral health leaders through the craft of documentation.

An Atlantic Health Strategies system
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Legacy Policy Template Libraries

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1 Client & Facility 2 Scope & Standards 3 Knowledge Base 4 Review & Generate
Path 3 - New library

Tell us about the facility

This context drives every policy we draft -- state citations, standards, staffing scope, and more.

Select client from CRM

No client selected

Search your Zoho CRM accounts. Selecting one imports or syncs it automatically.

Type to search CRM accounts…
1

Facility identity

2

Facility type

3

Levels of care

Sections below show/hide based on the criteria you select in Standards & Accreditation. Check every level your facility operates.

Broad-category codes used by older records
4

Medication handling

Select all that apply. This drives med-management, storage, and MAR policies.

4b

Drug testing

How the facility handles drug screens. Drives CLIA, UDS, and lab-interface policies separately from medication administration.

5

Core staffing

Check every role that exists at this facility. Omitted roles will not receive assigned duties in policies.

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Safety & life-safety equipment on site

Check each item the facility currently has. Drives emergency preparedness, infection control, and medication management policies.

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Financial & billing

Drives billing, financial assistance, and RCM policies.

6

Clinical standards & accreditation

A safety-net provider serves a disproportionate share of Medicaid, uninsured, and underserved populations. Drives anti-discrimination, sliding-scale, financial-hardship, and access-to-care policy framing.

7

Plan of Correction (optional)

Upload one or more Plan of Correction documents (PDF or DOCX). Their requirements will be incorporated into policy generation.

Drop files here or click to upload
PDF or DOCX, multiple files allowed
8

Existing Policies

Upload the facility's current policy manual or individual policies. Operational details will be preserved during generation.

Drop files here or click to upload
PDF or DOCX, multiple files allowed

Paste notes about what changed, what needs to be preserved, or any other guidance the AI should consider when writing policies against these source documents.

9

Policy approver

Who signs off on each policy section. Different sections can have different approvers (Clinical = Clinical Director, HR = HR Director, etc.). Check the box below if one person signs everything.

Generating policies...

This may take several minutes depending on the number of policies.

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Business Plan Builder

Investor-grade business plan generated from facility profile + linked pro forma. Includes market analysis, demographic study, competitive landscape, and operations sections. Boardroom + OpenAI cross-check validation runs before Claude Design finalization. The linked pro forma rides as an exhibit on the finalized PDF.

1

Client & linked Pro Forma

Required. Financial Projections section pulls from this pro forma; the Excel rides as an exhibit. If the client has no pro forma yet, build one first via the Pro Forma Builder tile.

2

Market & competitive scope

Build sequence: 1. Create project → 2. Run Research (Claude + web search for demographics, market size, competition) → 3. Edit drafted sections → 4. Run Validation (Boardroom + OpenAI cross-check) → 5. Resolve flagged items → 6. Finalize (Claude Design renders the deliverable PDF with the linked pro forma attached as an exhibit).

Import Existing Library

Upload a ZIP of Word documents or a single consolidated PDF (500–1000+ pages). Calypso splits the PDF into individual policies you can edit, replace, add to, or remove before final consolidation. No AI rewrite — content is preserved verbatim.

Type to search CRM accounts…
No file selected

ZIP mode — expected structure:

Clinical/AHS.CL.1001 Admission Criteria.docx
Clinical/AHS.CL.1002 Discharge Criteria.docx
Leadership/AHS.LD.1001 Governing Body.docx
...

Section detected from folder name. Policy ID and title parsed from filename.

Calypso · Admin

User Management

Add the email addresses of people who should be able to sign in to Calypso. Each user signs in via your AHS Entra tenant — Calypso only controls which Entra-authenticated accounts are allowed in and what role they have.

Add a user

Provisioned users

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Completed Engagements

View, download, and proof your generated policy libraries, plan documents, job descriptions, and feasibility studies.

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Plan Document Builder

Generate facility-specific operational plans — Emergency Preparedness, Infection Control, Environment of Care, and more.

1

Select Client

Import a client from Zoho CRM. Plan fields will auto-populate from saved client data.

Engagement
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Exhibits & Appendices

Upload supporting documents (PDF or DOCX) — e.g. taper protocol, formulary list, scope-of-practice chart. They append to the master PDF in the order shown, each preceded by a divider page.

No exhibits uploaded yet.

Policies

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Path 6 · Job Description Builder

Job Description Builder

Generate audit-ready JDs using AHS templates + your company's mission, vision, and values.

1 · Select company

2 · Choose mode

3 · Generate

Recent projects

Select a client to see past projects.

Feasibility Study Builder

Generate data-driven market feasibility reports for behavioral health facility development.

1

Select Client

Import a client from Zoho CRM to begin the feasibility study.

Pro Forma Builder

Generate investor-grade 5-year financial projections with researched market assumptions.

1

Select Client

Import a client from Zoho CRM to begin the pro forma.

Employee Handbook

State-compliant handbook generation with optional auto-fill from existing HR policies, disconnect detection, and exports to HTML / PDF / Canva / Claude Design.

1

Client & project

Clients are sourced from Zoho CRM to prevent duplicates.

Portfolio Analysis

Highest-and-best-use evaluation across up to ten sites. Upload Phase I ESAs and PCAs; get a per-site fit matrix against every viable behavioral health program plus a portfolio-level recommendation.

1

Project & Sponsor

Clients are sourced from Zoho CRM to prevent duplicates.

For multi-state metros (KC = KS + MO; NYC tri-state = NY + NJ + CT). Each state's rates, regs, and IMD posture are pulled separately and the report explicitly contrasts them.

This block is fed verbatim into every section's prompt — be specific.

2

Programs to evaluate

Check the programs you want scored against each site. Leave all unchecked to evaluate the full catalog.

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3

Sites

0 / 10
Create the project first, then add sites and upload ESA + PCA per site.
4

Generate analysis

Generation runs sequentially across the ten Portfolio HBU sections, building the per-site fit matrix and final allocation recommendation. Each section streams progress; you can cancel from the progress block below.

Home › Regulatory Interpretation

Regulatory Interpretation

Plain-English interpretation of a state regulation against a specific client question, with operator actions and a risk register.

New Interpretation

Multi-state operator? Override the home state for this memo (e.g. The Best Treatment - PA also runs in IN).

Filters by the state selected above. Some documents have number-only titles — leave the search box empty and click Load all for state to browse everything for that state, then use Select all visible.

Recent Interpretations

Pick a client to see history
Home › HR Onboarding

HR Onboarding Documents

Generate a single document or a full onboarding packet from your library of DOCX templates. Variables auto-fill from the client record, state HR profile, and the executive signer you specify.

New Onboarding Generation

Stage 1 — State & Accreditation

These two inputs drive the State Update phase. Per-employee fields (signer, dates, comp, role contacts) are collected later — only when needed.

State is read from the selected client's record (set when the client was added to the CRM).

Regulation Source (optional, used for body-text refinement)

Upload a regulation PDF (Calypso will auto-detect what it is) OR pick specific reg sections from the state library. After State Update completes, you can run the regulation processor to propose surgical body-text refinements with citations.

Two-Stage Workflow
  1. Stage 1 — State Update: Fills {single-curly} placeholders with state, accreditation, and client data.
  2. Stage 1.5 — Regulation Processor (mandatory): Runs Claude over each template body against the regulation source you provided, proposes surgical refinements with citations.
  3. Stage 2 — Export decision: Export to Rippling (preserves {{{{quadruple}}}} for Rippling to fill) OR continue to Stage 3.
  4. Stage 3 — HRIS Intake (only if not Rippling): Collects every remaining field via questionnaire, then exports a fully-filled DOCX.

Recent Jobs

Pick a client to see history
Home › Zoning Lookup

Zoning Lookup

Enter any property address to pull the zoning classification and allowable uses directly from the municipality's official code. Sources are restricted to government domains and verified for currency.

New Lookup

Recent Lookups

Run a lookup to populate history.
Home › Policy Corpus Tagging

Policy Corpus Tagging

Intake taxonomy v1.1 · admin

Calypso reads each policy's body text and tags it automatically — category, applicable LOCs, exhibits required, state-overlay flag. You only review the low-confidence rows it flags. No manual tagging.

Total in corpus
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Run Library Unification

Calypso reads every policy in the existing library catalog, semantically dedupes against the corpus, tags each canonical policy against the v1.1 taxonomy, and writes the By-LOC content matrix where rules differ across LOCs. Three autonomous phases — group-pass unification, self-QA retry, and consistency sweep — then complete. Resumable: stops where it left off if interrupted.

Legacy diagnostic tools
Click any row on the left to see Calypso's tags. You don't tag anything by hand — Calypso does. If something looks wrong, click Retag to ask Calypso to try again.
Home › v1.1 Library Intake

Integrated Library Intake

Intake taxonomy v1.1 · drives the corpus composer

Pick the client, select every Level of Care that applies, then answer the gating questions for each axis. Calypso's composer reads these tags to compose a deduplicated, LOC-aware policy library — no shell template required.

Search CRM Zoho accounts not yet in Calypso
Or pick an imported client