Two integrated platforms purpose-built for opioid treatment programs by a practicing OTP medical director — a full-stack dispensing and operations system, and a structured clinical documentation and outcomes platform powered by AI.
Most EHRs were designed for general medicine. Neither was built for DEA Schedule II dispensing, PDMP auto-reporting, or the full compliance architecture of a federally licensed OTP. These were.
A unified real-time platform covering every operational and compliance workflow — from the dispensing queue to the quarterly DEA census report.
A structured clinical documentation, compliance monitoring, and patient outcomes platform — AI-assisted, regulation-ready, and built around the 44 compliance obligations that matter to CARF surveyors and SUPR inspectors.
Decades-old dispensing software was not designed for the regulatory load OTPs carry today. The result is a patchwork of manual workarounds that creates real risk.
Manual transcription of every dispense into a separate state system — every day, by hand. Time-consuming and error-prone from the moment the clinic opens.
SOQ / EOQ calculations for the DEA 2 annual report done in spreadsheets each quarter — hours of work that should take minutes.
Missed-dose holds, overdue visit blocks, and take-home restrictions exist on paper. Staff must remember to enforce them — and sometimes don't.
Patient progress tracked informally across counselors. No scoring system, no phase progression, no program-level analytics to identify caseload acuity.
Counselors and nurses spend hours on structured notes across 13+ visit types. Late documentation creates compliance violations before anyone notices a deadline passed.
DEA, SAMHSA, state SUPR, and CARF surveyors all want different things from the same clinical record. Generic EHRs don't know the difference.
Built for the reality of running a high-volume methadone clinic: real-time dispensing queues, instant PDMP reporting, DEA-grade controlled substance tracking, and multi-site management — without a dedicated IT department.
Two-step dispense flow with mouth-check documentation, prepack preparation, cascade dose titration, and automatic Zebra label printing. Hard stops enforce compliance rules at the point of care.
State Prescription Monitoring Program DAT files generated directly from that day's dispense records. One click, no manual transcription, no separate system, no daily data entry risk.
Standing orders with medication, dose, take-home code, schedule days, and effective dates. Verbal order documentation for NP/PA orders. No signed order means no dispense — enforced in code.
Full patient database with duplicate detection, inactivate/reactivate workflow, counselor assignment, POMART phase tracking, and Missing Admit Date data-quality reports.
Configurable random draws from active take-home patients filtered by medication and TH status. Tracks UDS results, bottle counts, and discrepancies. Prints callback log for DEA inspection.
SOQ, EOQ, Admissions, and Discharges auto-calculated from live patient data for any quarter, including the current one. The DEA 2 annual report takes minutes, not days.
DEA-compliant referral letter auto-generated at one click. SAMHSA national OTP locator integrated to find the receiving facility. Record saved, no-show suppressed, status badge displayed.
Active Census · Admissions & Discharges · Counselor Performance · Dose Compliance · Overdose Report · Treatment Outcomes. CSV export and print view on all reports.
Role-based access across seven roles. Create accounts, reset passwords, and manage module permissions from inside the platform — no Firebase Console or IT department required.
| Capability | Great Heights Platform | Typical OTP Software |
|---|---|---|
| PDMP reporting from dispense record | ✓ One click, same workflow | Separate manual entry daily |
| Methadone quarterly census | ✓ Auto-calculated, any quarter | Manual spreadsheet each quarter |
| Missed-dose hold enforcement | ✓ Hard stop at 3+ days missed | Policy only — staff remembers |
| Take-home blocked on overdue visits | ✓ System-enforced badge + block | Paper tracking |
| No order = no dispense | ✓ Hard stop in code | Varies by clinic |
| Guest dosing referral letter | ✓ Auto-generated with DEA #, one click | Handwritten or Word template |
| Random callback management | ✓ Built-in draw, tracking, resolution log | Paper logs or separate system |
| 42 CFR Part 2 data handling | ✓ Patient data stays in clinic's own database | Third-party shared cloud |
A structured clinical documentation, compliance monitoring, and patient outcomes platform — built to the standards inspectors actually audit, with AI that handles the documentation architecture so clinicians can focus on care.
Structured initial assessments with substance use history, medical and psychiatric co-morbidities, and ASAM criteria.
Full biopsychosocial evaluation with race, ethnicity, and insurance type fields mandatory per Illinois §2060.
Physician H&P documentation with physical exam findings, medical history, and MOUD dosing justification.
Structured session notes meeting SUPR frequency requirements, with session focus, progress toward goals, and plan.
Group documentation with attendance, topic, and participation — tracked per counselor and per patient.
Individualized treatment plans and scheduled reviews aligned with CARF and SUPR frequency requirements.
Provider visit notes for routine medication management — dose, response, side effects, clinical rationale.
Medication Administration Record with sedation assessment. Pre-populated from the patient record; nurses confirm, not re-enter.
Interdisciplinary team review documentation triggered by POMART score ≥ 23 or staff-initiated escalation.
Structured safety plan documentation required at IDT escalation. Countersign workflow enforced for physician co-signature.
Hepatitis C evaluation and follow-up notes with FIB-4 auto-calculation, treatment readiness, and referral tracking.
PHQ-9, SOWS, CUDIT-R — scored and auto-fed into Domain 6 of the POMART Stability Score.
Structured discharge documentation capturing reason, referrals, and summary narrative for continuity of care.
Every clinical deadline has a warning trigger while action is still possible — and an overdue trigger when it isn't. No trigger fires only when it is too late.
Each module runs its own system prompt via Claude (Anthropic) on AWS Bedrock — HIPAA-eligible infrastructure, US data residency, BAA in place. PHI scrubbed from all AI audit logs. Provider reviews and attests before note is finalized.
Federal confidentiality for substance use disorder records. 42 CFR Part 2 footer on every printed report. RBAC enforced at the API layer.
Federal OTP standards covering patient assessment, medication dispensing, take-home eligibility criteria, and treatment planning schedules.
CARF Medical Integration Criteria 2025. Critical incident documentation per MIC 3.B built directly into Medication Management and Counseling modules.
Illinois SUPR rules under §2060.370(d)(9). Race, ethnicity, and insurance type mandatory in BPS. UDS minimum 8/year with pacing triggers.
DEA-grade dispensing records, Form 106 reporting triggers, inventory reconciliation, and take-home chain-of-custody documentation.
Four-tier RBAC across 6 roles plus Admin-Print as a distinct access tier. First name and Record ID only in platform views — full name restricted to Admin-Print exports.
The Great Heights OTP Platform manages dispensing, inventory, and state reporting. POMART manages clinical documentation, compliance monitoring, and patient outcomes. A shared Record ID connects both — eliminating double-entry and keeping the operational and clinical records in sync.
When a patient's take-home code changes in the dispensing platform, Domain 1 of the POMART Stability Score updates automatically — the dispense record and the clinical record stay in sync.
Phase assignments from POMART feed back into the dispensing platform's eligibility checks — patients in Crisis or Phase 0 can be restricted from take-home codes without any manual intervention.
Before generating a note, POMART runs a pre-generation compliance pass — surfacing open triggers, overdue items, and missing fields as structured context. The AI generates documentation that addresses the full compliance picture, not just the visit.
Report categories span both platforms — POMART phase distribution, UDS completion pacing, Counselor Performance, and Dose Compliance — giving program directors a single view of clinical and operational performance.
Firebase handles real-time operational data; AWS Bedrock handles AI clinical documentation. Patient data stays in the clinic's own database project — 42 CFR Part 2 by design, not by policy.
I'm an addiction physician and the medical director and OTP sponsor of Great Heights OTP — which means I'm accountable to the DEA, SAMHSA, the state of Illinois, and CARF for every clinical and operational decision my programs make.
When I opened my clinics, I inherited the same software problem every OTP faces: aging dispensing systems built for a different regulatory era, disconnected from clinical documentation, and incapable of enforcing the compliance rules that actually matter at an inspection. My staff was doing daily PDMP entry by hand. My quarterly DEA census was a spreadsheet exercise. Missed-dose holds existed in the policy binder, not in the software. And there was no structured way to track whether patients were actually getting better.
I decided to build the tools I needed. With no engineering background and no development team, I built both platforms in collaboration with Claude — Anthropic's AI — session by session, from Firestore data architecture and Firebase security rules to every line of compliance logic and clinical UI.
"Every compliance rule in the software reflects real DEA, SAMHSA, and Illinois DHS accountability — not an engineer reading a spec sheet. The builder is accountable to the DEA, which means the software is too."
Both platforms are live in production across two clinic sites. POMART is completing its initial deployment and is now being offered to other federally licensed OTPs seeking a purpose-built clinical documentation and compliance solution.
Great Heights OTP Platform and POMART are completing their initial deployment at two Illinois OTP sites. We're now accepting inquiries from federally licensed OTPs interested in early access.