Dr. Michael Arevalo (MA): Cx360 Intelligence is an AI-powered clinical support platform that can be integrated into an organization's current EHR or used as an integrated AI EHR system. It includes powerful tools that support provider workflows, help ensure clinical quality and compliance, and help make meaningful sense of client data to enhance outcomes.
MA: Clinical documentation can often be burdensome for many providers. As a clinician myself, there have been plenty of times when I'm seeing back-to-back clients, and I have to make tough choices. Do I take five minutes to use the restroom, grab a quick snack, or review charts for my next session? It's incredibly difficult to keep up with all of the documentation. I've spent long hours after I finish work just catching up on notes to ensure I stay compliant. Many providers and organizations struggle to be compliant because of the volume of documentation required.
Cx360 Intelligence helps improve clinical documentation through ambient documentation. When you capture a client session, you have the ability to transcribe everything that's being said during the session. Then an AI model takes that transcription and generates a clinical note. This makes clinical documentation easier, helps ensure that each note is individualized and specific to that client session, and alleviates the burden providers face in constantly keeping up with documentation.
With Intelligence, we always ask that providers validate all outputs. We have safeguards in place to make sure providers review all the information and confirm its accuracy before saving and uploading it to the client chart.
MA: Cx360 Intelligence has multiple tools to help providers with their day-to-day work and overall practice. Through its AI-powered features, you're able to synthesize all client information into summaries. With this information, you can understand the client from a holistic perspective.
You also have access to the "Ask Me" feature, which allows providers to ask any question about the client and receive instant answers because everything in the system is connected. That includes treatment notes, treatment plans, documents, and session transcripts. Cx360 Intelligence brings all of that information to the provider's fingertips, anytime it's needed, which helps to make informed clinical decisions aimed at improving client outcomes.
You're able to better understand what may work for a client, what may not, and gain deeper insight into what the client is struggling with. All of this combines to support and drive better outcomes.
MA: One of the challenges many providers and organizations face is creating a person-centered treatment plan. This can be difficult because it takes time to build the proper hierarchy — starting with a goal, followed by an objective, and then an intervention — which is considered best practice. It takes significant time out of a clinician's schedule and impacts the organization as a whole.
Cx360 Intelligence enables an easier way to create treatment plans. The AI reviews all notes within the client chart and identifies problem areas and support needs. All the clinician has to do is click on these identified items, and the system generates a treatment plan. It builds the full hierarchy — goals, objectives, and interventions — based on evidence-based practices, resulting in a treatment plan that is consistent, compliant, and robust.
MA: Data Explorer is a powerful tool within the system. It enables providers and organizations to gain a holistic understanding of all the clients in their caseload or being served across the organization. With Data Explorer, you can generate actionable insights by asking any question, and the system will populate answers in real time.
I can even ask population health-related questions like, "Which of my clients are at risk for failure to thrive?" and the system will identify those individuals, whether they're in my personal caseload or across the organization, who are at risk for failure to thrive.
I can also ask, "How many of my clients have not had a 5-point decrease in their PHQ-9 scores over the past month?" and receive that insight. From there, I can ask follow-up questions like, "What could be helpful for these clients?" and the AI will continue to generate responses.
It goes so much further as well. I can ask quality-related questions such as, "How many of the clients I'm currently seeing don't have a safety plan but have indicated risk?" These are the kinds of insights Data Explorer can provide that support actions. It's making meaningful understanding of all the data across your caseload and all the clients that you're seeing.
MA: One feature that Cx360 Intelligence offers to support clinical quality is Note Auditing. Within the system, you can generate a note based on a client session, and then audit that note using preset clinical quality parameters, which can also be customized to fit your organization's needs.
For example, if a note is missing justification or medical necessity — both of which are often required by commercial and government payers — the system will flag that. It will inform you that there's no indication or justification of medical necessity within the note.
This makes Note Auditing such a powerful clinical quality tool. It helps providers answer important questions like, "How do I improve the quality of this note?" and "How can I ensure it is better aligned with all of the payer requirements?"
MA: I'm a clinician — a clinical psychologist by background — and I joined Core Solutions in early February for many value-based reasons. One of the biggest reasons was the company's commitment to ethical AI practices in its product development process. That's big to me — as an individual, as Mike the person, and as Mike the clinical psychologist. I always want to ensure both provider and client safety, especially in what can sometimes feel like the wild west of AI.
When I say Core Solutions follows responsible and ethical AI practices, I mean that their product development process includes co-creation with real clinicians, clinical validation of all outputs, and a firm commitment to not using any PHI (protected health information) to train AI models. There are a lot of clinical safeguards in place to ensure patient privacy and to keep the system safe for both clients and providers.
Core Solutions has also established an AI Advisory Board, which plays a major role in guiding AI governance policies. I'm proud to work at Core Solutions — a company that prioritizes creating responsible and ethical AI-driven products
MA: Based on all the information within the client chart and session notes, the system is able to identify the most pertinent symptoms — those that appear repeatedly across different sessions — and then recommend an appropriate assessment tool that could be beneficial for that client.
For example, if a client has consistently reported depressive and anxiety symptoms, the system will recognize this and suggest assessments like the GAD-7, PHQ-9, or Beck Depression Inventory. Similarly, if it detects potential signs of an eating disorder or bipolar disorder, it can recommend relevant assessments for those conditions as well.
In this way, we're helping to enable measurement-based care by giving providers a way to see what assessments may be most helpful, and then we are providing those assessments directly within the system for easy completion.
MA: Part of responsible, ethical AI practices is keeping a human in the loop when warranted. In the case of behavioral health services, providers must be involved in their direct clinical work.
Yes, we have ambient documentation that allows providers to generate notes — whether it's a SOAP note, DAP note, or BIRP note — based on a client session. But we always ensure that providers review and validate those notes. At no point will we automatically capture a session note and immediately place it in the client chart. We want to make sure that everything is accurate, and we want providers to be the final decision-maker.
The same applies to our one-click treatment plans. While the system can generate a plan based on identified needs and problems, providers must validate everything within that treatment plan. It is crucial that humans remain in the loop — because that's a foundational part of responsible and ethical AI practices.
MA: Cx360 Intelligence is a game-changer for behavioral health organizations in many ways. First, it significantly supports provider workflow as a whole. It brings together all client information, enabling providers to access AI-generated summaries and automatically generated notes. Providers can ask questions about a client without having to sift through pages of notes, making everything easier and more efficient.
It also helps ensure clinical quality and compliance. The system includes note auditing capabilities and makes it easier to identify risk by surfacing risk indicators through AI. When risk is identified, it also supports the necessary documentation to follow up appropriately.
It also helps providers make meaningful sense and use of client data to enhance outcomes. In behavioral health, the challenge isn't data capture. It's data synthesis. Cx360 Intelligence addresses this by enabling providers and organizations to use their client data in a meaningful way.
To explore what's possible with Cx360 Intelligence, get a demonstration today.