A clinical layer connected to your case management, your CRM, and your funder reports — without four separate vendors. Built for federally qualified health centers, community mental health centers, and integrated health-and-human-services organizations where clinical care, case services, and community programs share an infrastructure — with role-based access enforcing who sees what.
Many organizations doing integrated health and social services run on two separate platforms — an EHR for the clinical side and a case management system for the social side — with an integrator shipping data between them in a brittle nightly batch. The care coordinator toggles between four tools. The compliance officer prays nothing slips through the seams.
The deeper problem is the model. The EHR was built for hospital systems where the patient relationship is mostly clinical. The case management system was built for human services where the patient relationship is mostly social. Coordinated care often depends on whether the housing case manager and the behavioral health clinician can — within their authorized treatment roles — see the shared context their work requires.
ClearWind.AI's clinical module was built around that integrated reality. Identity resolution sits underneath everything — duplicates collapse into one record, so the housing system and the clinical system know they're working with the same person. Above that identity layer, role-based access controls govern visibility: treatment staff see treatment context, development staff don't see clinical content, and the substance use record consent rules (42 CFR Part 2), behavioral health confidentiality, and medical-record audit trails are enforced at the policy layer — not bolted to a separate database.
Encounter templates for the kinds of visits your clinicians do — assessment, individual therapy, medication management, group therapy, crisis stabilization, family session. Note formats for what your funders and accreditation bodies require — SOAP, DAP, BIRP. Voice-to-note for clinicians who'd rather talk than type. Co-signing workflow for supervised practitioners.
Nine validated instruments scored automatically — PHQ-9, GAD-7, AUDIT-C, and six others your behavioral health team is likely already using. Trends across encounters. Safety flags on the responses that warrant clinical attention. Outcomes feed directly into the funder reports your federal grants depend on.
The full lifecycle for the kind of consent that federal substance use disorder regulations require — create, verify, revoke, expire, audit. Disclosure log on every read or share. Hard-stop enforcement at the policy layer, not just an honor system. Designed to make compliance with 42 CFR Part 2 something your team can actually verify rather than hope for.
Goals with target dates and the interventions that will get there. Progress notes that link to specific goals. Outcome measurement at points of review. Plan changes with the supervisor sign-off your accreditation body requires. Plans that follow the patient across providers within your organization.
A working clinical billing engine for organizations participating in Medicaid and Medicare. Claim lifecycle from generation through submission. Fee schedule maintenance. Procedure code validation. Diagnosis code assistance via AI. Claim export ready for clearinghouse submission.
Secure video visits integrated into the clinical workflow. Appointment to encounter to documentation in one path. Patient experience designed for community members who might not have a fast device or a strong connection.
Electronic prescribing including controlled substances. Drug interaction checking. Formulary awareness. Prescription history visible at the encounter so the prescriber sees the full picture.
Lab orders to your reference lab integrations. Results back into the patient record automatically with abnormal flags. Order tracking from request through completion.
Within their authorized treatment roles, the case manager sees the assessment trend the clinician has been documenting and the clinician sees the housing status the case manager has been working on. Outcome counts roll into the grant report at the aggregated, de-identified level — never patient-level content. The patient experiences integrated care, not the experience of repeating their story to four different people.
Clinical work is the kind of work where a wrong recommendation from a software vendor has consequences nobody should be casual about. ClearWind.AI's AI in this module operates under the tightest guardrails in the platform.
Sensitive clinical information — notes, diagnoses, medications, lab results — stays inside your tenant. It does not travel to outside services. It is not used to train models trained on someone else's data. Your compliance team can audit which AI requests touched which information, every time.
Voice-to-note drafts case notes from a clinician's spoken summary — but the clinician reviews and signs every note. The drafts are 80% there; the clinician provides the judgment.
Diagnosis code assistance suggests the right codes based on the documented assessment — but the clinician chooses. The system shows its reasoning so the clinician can verify or override.
Risk monitoring surfaces patients whose assessment trends suggest deterioration — but does not contact anyone autonomously. A clinician decides what outreach is appropriate.
The point is to give time back to clinicians, not to replace their judgment.
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