Reporting Workbench offers an application-side reporting solution allowing IT analysts to create and manage reports on data from various parts of the Epic system. Referred to as “operational reports”, users work with templates to aggregate data on patient lists, orders, appointments, and diagnoses.

Epic Systems Corporation is a healthcare-focused software company that develops and offers products to improve the health of people. The company’s products are used at community hospitals, academic medical centers, children's organizations, safety net providers, retail clinics, multispecialty groups, integrated delivery networks, rehab centers, and patients’ homes as well as in many other aspects. Epic Systems Corporation was established in 1979 and is based in Verona, Wisconsin.

The only AI voice agent capable of safely handling nurse-line and clinical symptom calls using the same trusted triage protocols used nationally.

This intelligent voice AI automates top call drivers—symptoms, scheduling, registration, reminders, gap closure—with warm, conversational guidance and structured handoffs to RNs or agents when needed.

Why Clearstep is chosen:

• Handles 30–60% of call volume safely before a human ever picks up
• Shortens queues during peak hours and reduces abandonment
• Decreases labor costs while preserving clinical quality
• Speeds RN workflows with call summaries + structured handoffs
• Built with leadership from the co-author of Schmitt-Thompson protocols

Solves: overwhelmed call centers, staffing shortages, long hold times, inconsistent nurse triage.

Clearstep is the most widely implemented agentic AI platform for patient access and capacity optimization in U.S. health systems. Built on Dr. Barton Schmitt’s nationally trusted clinical triage protocols, Clearstep delivers >95% accuracy, transparent and explainable decisioning, and the strongest clinical rigor of any AI-powered triage or navigation solution on the market.

Clearstep partners with leading health systems—including HCA Healthcare, Ochsner Health, Mount Sinai Health System, Novant Health, Tufts Medicine, and Baylor Scott & White—to solve their most urgent access and operations challenges: misrouted care, overwhelmed call centers, fragmented digital entry points, and underused provider and facility capacity.

Through its Smart Care Routing™ platform, Clearstep removes the friction, waste, and variability that keep patients from reaching the right care and keep health systems from using their resources effectively.

By powering every digital and phone front door with AI agents that triage, navigate, schedule, intake, and support call center workflows, Clearstep delivers a seamless, guided patient experience—while unlocking millions in operational efficiency through smarter, data-driven utilization of clinical and facility capacity.

Clearstep marries disparate data sets that exist in various locations within the system. We take the responsibility to marry clinical content, provider directories, insurance & eligibility information, claims data, and scheduling systems so that your system's teams do not have to. Clearstep is ready-made and fully-supported by our development team.platform that is customizable to your health system's specific resources. Clearstep's business solution package also offers patient targeting to ensure that patients searching specific symptoms within a health system's geography are routed into that system via a seamless, effortless, already-built user experience.

Clearstep is the only solution providing an end-to-end user experience that guides patients through all aspects of booking care. Our symptom checker is powered by the most accurate triage, diagnostic, and home care content available and is derived off content that is already used in 95% of nurse call centers in the country. Clearstep uniquely offers a natural language processing engine that can handle free-text descriptions of an individual's chief complaint. In addition to featuring the most accurate content available, Clearstep's digital dialog asks the least number of questions as compared to competitor platforms and provides a single next-best step. Competitors often provide multiple possible causes and next steps that reduce clarity for the end-user's next step.