Clearstep is an AI-powered clinical navigation platform for hospitals and health systems. It supports patient triage, call handling, intake, scheduling, and routing workflows.
Clearstep is an AI-powered clinical navigation platform for health systems. It is presented as an AI brain that helps organizations redesign access, contact center, triage, and scheduling operations across the patient journey.
The platform bundles six AI modules for patient triage, voice automation, intake, call center decision support, optimized scheduling, and workflow building. Across the pages provided, Clearstep is described as supporting patient routing, care access, and operational automation for hospitals and health systems.
Conversational symptom assessment guides patients through triage and routing, then books the appropriate level of care, down to provider, visit type, time slot, and modality. The page says it is built on Dr. Barton Schmitt’s nurse triage protocols and is clinically validated.
Handles inbound and outbound patient calls end-to-end for triage, scheduling, and care management. The site says it reduces call center volume while keeping a human-quality experience.
Collects patient history, HPI, and ROS before the visit or at the front desk, then generates structured summaries and real-time decision support for clinicians.
Gives non-clinical call center agents decision support so they can handle triage calls consistently and route patients using evidence-based protocols.
Optimizes provider schedules, balances patient loads, redesigns templates, and fills open slots for self-scheduling across service lines.
Lets teams design scheduling logic and other decision trees with prompts rather than long manual planning cycles.
Use the conversational triage flow to assess symptoms, route patients to the right level of care, and book the right provider, visit type, time slot, and modality.
Deploy voice automation to handle inbound and outbound calls for triage, scheduling, and care management when call volumes are high.
Collect patient history before the visit or at the front desk and return structured clinical summaries that can support point-of-care decisions.
Give non-clinical call center agents AI decision support so they can use a consistent protocol when routing patients.
Optimize schedules and self-scheduling rules to improve utilization and fill open slots across service lines.
Clearstep is positioned for health systems that want to automate patient access workflows across triage, routing, scheduling, and call center operations. The homepage says it is used by 300+ hospitals and health systems.
The source says Clearstep can be configured with an organization’s color palette, logos, and triage endpoints, including specific provider, facility, and scheduling data. That indicates a white-label or branded deployment option.
The site describes Clearstep as integrating with any EHR and CCaaS, but it does not list specific vendors or connection methods on the pages provided.
The homepage and pricing page show the six modules together: AI Chat & Triage, AI Voice Automation, AI Clinical Intake & Decision Support, AI Call Center Decision Support, AI Optimized Scheduling, and AI Workflow Building.
