The only evidence-based, explainable AI triage built on gold-standard clinical protocols trusted by every major health system.

Clearstep identifies the safest, most appropriate next step and routes patients directly into bookable care, based on real-time system capacity, eligibility, provider preferences, hours, distance, insurance rules, and more.

Why Clearstep is Chosen:

• Reduces unnecessary ED/urgent volume by 40–70%
• Lowers clinical risk with transparent, guideline-aligned logic
• Eliminates friction by accelerating time-to-right-care
• Aligns patients to your care pathways, not generic recommendations
• Most academically validated + widely deployed triage AI (2024 & 2025 NPJ Digital Medicine)

Solves: cost-efficient 24/7 patient access + support, inappropriate utilization, long waits, siloed triage tools, outdated decision trees.

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.

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com..

>>> HOW WE HELP <<<

Digital Front Door

• Patient Access Tools
• Patient Direct Scheduling
• SmartCHAT Patient Intake
• Patient Communications

Operations

• Consult Management
• Referral Management
• Appointments and Scheduling
• AI Fax Management

Marketing & Services

• Marketing CRM
• Advanced Analytics
• Professional Services
• SmartEXCHANGE Integrations

>>> WHO WE HELP <<<

Health Systems/ACOs/DSRIPs/CINs

• Reducing patient leakage through SmartMatch decision support and real-time analytics
• Standardizing and streamlining the referral management process across the organization
• Driving operational efficiencies and allowing referral teams to scale more efficiently

PCPs/FQHCs/Dental Practices

• Matching patients with appropriate providers using SmartMatch decision support
• Closing the feedback loop with specialists and reducing phone calls and faxes
• Increasing patients LTV to ensure they are not lost to competitors after referrals are sent

Specialty Care Organizations

• Increasing referral volume and capturing more revenue using CRM and marketing tools
• Improving customer service with referring providers through automated status reports
• Managing referral network and gaining insight into referral patterns using analytics 

ReferralMD delivers AI-powered solutions for Referral Management, eConsults, Appointment Management, Fax Management, Patient Scheduling, Intake and Communications, Marketing CRM and Analytics. Our solutions help hospitals, health systems, networks, and payers streamline the referral process, decrease patient leakage, and improve communication between providers and patients. The enterprise platform’s powerful workflow automation tools help healthcare providers drive operational efficiencies, increase revenue, and improve customer service. To learn more about ReferralMD, please visit www.getreferralmd.com.

• Online Scheduling – new patients can book appointments from your website without setting up an EHR patient portal account
• Referral Management – website portal for receiving referrals, customized workflow, automated alerts when referrals need attention
• Patient Communications – automated text/email messages sent to patients triggered at specific steps in the consult or referral journey
• Provider Communications – automated consult and referral status updates sent to sending providers to close the loop between PCPs and specialists
• Fax Management – manage all inbound faxes and push faxed referrals into the referral workflow, ability to split faxes into multiple documents
• Marketing CRM – physician liaisons can document outreach and compare outreach activity with referral volume from their partners
• Market Research – over 7 million providers pre-loaded which allows you to identify new potential referral partners in your target markets
• Referral Analytics – comprehensive suite of analytics to report on all your referral metrics (trends, volume, leakage, service levels, outreach, etc.)

Differentiator 1: All-In-One Platform

• Some vendors offer patient access, referral management, e-consults or CRMs. Our cloud-based platform offers them all plus the following features.
• Real-time analytics across the platform
• Automated workflow and decision support tools
• Automated feedback loop with referring providers
• Automated patient communications via text or email
• Integrated fax management system (port over existing fax numbers)
• Integrated Customer/Partner Relationship Management (CRM/PRM)
• Marketing research tools based on a directory of over 7 million providers

Differentiator 2: Rapid Integration Capabilities

• Our integration engine allows our Integrations Team to quickly deploy system interfaces using APIs, FHIR, HL7, Direct, etc. which is important when implementing the platform for health systems, ACOs and CINs with many EHRs, data warehouses and other third-party systems across their networks.  
• In addition, we comply with the third-party system’s specifications rather than asking the vendor to follow our requirements which streamlines the integration process and reduces cost for the client. 

Differentiator 3: All Healthcare Referrals Supported

• The system is highly configurable and can support all healthcare referral types such as medical, specialty care, therapy, imaging, dental, behavioral health, hospice, home care, etc.  
• The customization in the system allows clients to define their own workflows, referral forms, patient communication templates, and other settings that can be standardized across the organization.