6-Week Live Cohort Β· Program 1
The Integration Institute Β· Behavioral Health Practice Education
AI-Integrated
Practice
Build the AI systems, GEO strategy, and operational frameworks that save clinicians hours every week β in a live small-group cohort with direct guidance from someone who's built and sold a large, successful practice.
Founding Cohort
$997
What's Included
Who This Is For
This cohort is for behavioral health practice owners who are ready to stop figuring out AI alone.
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Who This Is Not For
A note on fit.
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This is a live, small-group cohort with direct participation. It requires your presence and your willingness to implement. If you're looking for a passive course you'll watch sometime, this isn't it. The deliverables in this cohort require you to show up, make decisions about your own practice, and build alongside other practice owners who are doing the same thing.
If you're not sure whether this is the right fit, book a call. The goal of that call is not to sell you β it's to make sure you're in the right place.
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This is not the right fit if you are:
Looking for a passive video course / Not yet seeing clients or running a practice / Expecting plug-and-play tools without customization / Not willing to allocate 2β3 hours per week during the cohort
What You'll Walk Away With
Five Deliverables You Build
During the Cohort
This isn't a course about AI β it's a cohort where you build real systems for your real practice, with guidance and accountability at every step.
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Your GEO Strategy
A Generative Engine Optimization plan specific to your practice β built to improve your visibility in AI-powered search results.
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FRANKS Referral System
A relationship-first referral system using the FRANKS framework β algorithm-proof practice growth that complements your GEO strategy.
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AI Documentation Framework
A documentation system using AI-assisted notes, progress templates, and evaluation tools β built for your clinical context and HIPAA-aware workflows.
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Operational AI Integration
AI tools integrated into your daily practice operations β scheduling, admin communication, KPI tracking, and intake systems.
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Supervision Prep System
A supervision framework that prepares clinicians for an AI-adjacent practice environment β including AI literacy and documentation standards.
6-Week Cohort Curriculum
What We Cover
Week by Week
Each session builds on the last. By Week 6, you have a complete, integrated AI system for your practice β not a list of tools, but a working framework.
Β 01Β Β Β Β
The Landscape β What Changed and Why It Matters for Your Practice
Understanding GEO vs. SEO, how AI search engines index behavioral health practices differently, and why your current online presence may be leaving you invisible. We run your GEO audit in this session and identify your specific gaps.
GEO Foundation
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Building Your GEO Strategy β Being Found Where Clients Are Looking
Building your entity presence, optimizing for AI-generated recommendations, and creating the content signals AI search engines use to surface your practice. You leave this session with a GEO action plan specific to your practice.
GEOΒ Strategy Build
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The FRANKS System β Relationship-First Referrals in an Algorithm-Driven World
Building your referral network using the FRANKS framework (Friends, Relatives, Acquaintances, Neighbors, Kids' parents, Social) β the algorithm-proof growth strategy that complements your GEO work. Includes the Community Presence Toolkit and the 100 No's Framework for overcoming referral avoidance.
Relationship-First Method
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AI Documentation β From Hours to Minutes Without Losing Clinical Quality
Building your AI-assisted documentation system: progress notes, treatment plans, intake summaries, and supervision notes. HIPAA-aware workflows, prompt engineering for clinical contexts, and the Note Evaluation Framework for maintaining quality. Includes the AI Starter Prompt Library for your specific practice type.
AI Documentation System
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Operational AI Integration β Running a Smarter Practice Without More Hours
Integrating AI into your daily practice operations: scheduling communications, KPI tracking, client intake, HR documentation, and admin workflows. The Hourly Rate Audit helps you identify exactly where AI gives you the most leverage in your specific practice context.
Practice Operations
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Supervision in an AI-Adjacent Practice β Preparing Your Team for What's Coming
Building a supervision framework that includes AI literacy, documentation standards for AI-assisted notes, and the clinical judgment anchors that AI cannot replace. Covers ethical considerations, HIPAA compliance in AI workflows, and your supervision prep system for new clinicians entering an AI-adjacent field.
Supervision Framework
YOUR INSTRUCTOR
Tracie Penunuri, LCSW
I built my solo practiceΒ to a large, thriving practice, then sold it in 2025. I designed and built the building we operated in. I ran the AR from 15β20% down to the 5% benchmark. I hired, onboarded, supervised, and eventually transitioned out of a practice I built over more than a decade.
I know what AI can and cannot do in a behavioral health practice context β not from research, but from implementing it. I know where the HIPAA edge cases are. I know which documentation workflows actually hold up in supervision audits and which ones don't. I know the difference between a GEO strategy that produces results and one that just looks impressive in a slide deck.
What you're getting in this cohort isn't theory. It's the operational knowledge I paid for the hard way β now available to you in six weeks, with direct access to me throughout.
Refund & Guarantee Policy β AI-Integrated Practice
The Integration Institute Β· Effective May 12, 2026
Your No-Risk Start I want you to make this decision with confidence β not hope.
If you enroll and, for any reason, decide this program isnβt right for you, contact me within 7 days of your enrollment date and before the first live session. Iβll refund your payment in full, no questions asked.
Founding Cohort members get one additional layer: If you attend Session 1 and itβs not what you expected, reach out within 48 hours and Iβll refund you completely. No hoops, no forms. This is my commitment to the people who trusted this program first.
After Session 1, all payments β including any remaining installments β are non-refundable. The program is live, the cohort is set, and youβre in.
To request a refund within the eligible window, email support@
Founding Cohort β Limited Seats
$997
β 6 live small-group sessions with Tracie
β All 5 practice deliverables built during cohort
β AI Starter Prompt Library (clinical context)
β Progress Note + Evaluation Templates
β Direct access to Tracie throughout
β 6.0 CEUs for licensed Utah therapists
β Founding cohort priority for future programs
The Math
If AI saves each clinician
90 minutes per dayβ
Questions
Frequently Asked
Is this HIPAA-compliant?
All AI tools and workflows covered in this cohort are approached with HIPAA compliance as a baseline β not an afterthought. We cover which AI tools are appropriate for PHI-adjacent workflows, how to build compliant prompt structures, and how to establish documentation standards your licensing board will recognize. That said, you are responsible for confirming compliance within your specific jurisdiction and practice context.
How much time does this require each week?
Plan for approximately 2β3 hours per week: 60β90 minutes for the live session, and 60β90 minutes to implement your session deliverable. This cohort is built around implementation β each week has a concrete deliverable, not just homework. The goal is that you leave each session with something already partially built.
What if I can't attend a live session?
Sessions will be recorded. You'll have access to the recording and materials. That said, the live cohort format β where you build alongside other practice owners and get direct feedback from Tracie β is the core value. If you know your schedule won't allow consistent live attendance, book a call and let's talk through whether this cohort is the right fit right now.
Do I need to be tech-savvy to benefit from this cohort?
No. The cohort starts from the assumption that you're a skilled clinician and practice owner β not a technologist. The AI tools covered are accessible, practical, and chosen specifically because they have a reasonable learning curve for busy practice owners. Comfort with email and basic software is sufficient. No coding, no technical background required.
What is the founding cohort rate, and when does it end?
The founding cohort rate of $997 is available to the first cohort only. The regular program price is $1,497+. Once founding cohort seats are filled, the founding rate is closed permanently. The fastest way to secure it is to enroll directly, or book a call if you have questions first.
You don't have to figure AI out alone
This isn't about chasing hype. It's about implementing the tools and strategies that will really take weight off your shoulders — the kind that help you scale your practice faster and more smoothly than I ever did. Let's build it together.
“Tracie has been a transformative mentor in helping us navigate AI — moving us beyond the hype to show us exactly how to use these tools in a way that's both ethical and effective. She demystifies the tech and leads by example, so we're not just chasing speed — we're mastering the right way to use AI.”
Alyssa Wallentine, Therapist
Ready to Build?
The founding cohort rate is
$997 — not $1,497.
Six weeks. Five deliverables. And a practice that finally runs on AI you understand and trust — built by you, with me right beside you the whole way.
Enroll at Founding Rate β