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Categories
Solutions
Description
Compatibility Level
Clients
Use cases
EHR integrations
Client types
Awards
Differentiators
Keywords
Media
Company details
Jump to:
Categories
Solutions
Description
Compatibility Level
Clients
Use cases
EHR integrations
Client types
Awards
Differentiators
Keywords
Media
Company details

Categories

Solutions

Description

Product Description:

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Solves: cost-efficient 24/7 patient access + support, inappropriate utilization, long waits, siloed triage tools, outdated decision trees.

About Clearstep:

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.

Product Description:

Orbita's Digital Front Door ("DFD") product enables healthcare organizations to enable, guide and support patients through automated and AI applications. 

Capabilities include:

  • Chat Assistant Q&A (Flows and GenAI)
  • Live Chat
  • Phone to Live Chat Hand-off
  • Appointment Request Forms
  • Patient Appointment Screener
  • Appointment Management (Confirm/Cancel/Reschedule)
About Orbita.ai:

At Orbita, we offer three integrated solutions that optimize patient care, enhance operational efficiency, and improve the patient experience.

While each solution delivers value on its own, they can be seamlessly combined into a powerful platform that supports patients throughout their entire healthcare journey — from beginning to end. Tailored for healthcare organizations as well as specialty and private practices, this unified approach ensures better preparation, fewer missed appointments, increased patient volume, and greater ROI.

Compatibility level

Select which hospital or health system you work at and see a personalized compatibility level.

Clients

Select which hospital or health system you work at and see the client list

Use Cases

Description:

We white-labeled and fully-configured a COVID-19 screener to the care access points (hospitals, telemedicine providers, nurse hotlines, and at-home resources of a 17-hospital system (reach out to learn specifics). A COVID-alert message on the home page routes users to the option to screen their symptoms for risk of infection and presentation of system-wide care options. The entire process of whitelabeling, configuring, implementing, testing, and going live was complete in 5 business days.

Pediatric use cases:

Clearstep's virtual triage platform is able to route >99% of adult and pediatric chief complaints towards their evidence-based next step.

Users:

Once live, an e-mail campaign was sent out to 650,000 residents in the areas surrounding the system to inform them that they could screen their symptoms. The email achieved the highest engagement rates of any mailer ever (3x higher email open rate and click-through rates). The COVID screener was used 30,000 times in the first three days.

Description:

Digital front door, patient outreach and engagement, automated workflows, digital patient intake and preparation, self scheduling

Pediatric use cases:

Orbita automates workflows around find a doctor, find a location, sympton triage, ongoing care management, preventive care reminders and more.

Users:

Healthcare marketing professionals, contact center professionals, C-levels interested in improving operational efficiency

EHR Integrations

Integrations:

Acute care EMR, Ambulatory EMR, Ancillary EMR, Patient portal, Pop health platform, Website / public online sources, Other

EMR Integration & Relevant Hardware:

Recommended, but not required

EMRs Supported:

Epic, Cerner, Meditech, Allscripts, athena, Other, Self-developed, NextGen, GE, eClinicalWorks, McKesson, Allscripts/Eclipsys, Athenahealth, Azalea Health/Prognosis, CPSI, Evident, Healthland, MEDHOST, MedWorx, QuadraMed

Hardware Compatibility:

Desktop, Mobile / Tablet (web optimized), Other, Mobile / Tablet (native app)

Integrations:

Acute care EMR, Ambulatory EMR, Ancillary EMR, Patient portal, Pop health platform, Home health, Community based organizations, Access +/or revenue cycle, Website / public online sources, Other

EMR Integration & Relevant Hardware:

Use case dependent

EMRs Supported:

Epic, Cerner, Meditech, Allscripts, NextGen, athena, GE, eClinicalWorks, McKesson, Other

Hardware Compatibility:

Desktop, Mobile / Tablet (web optimized), Mobile / Tablet (native app), Other

Client Types

Awards

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Differentiators

Differentiators vs EHR Functionality:
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.
Differentiators vs Competitors:
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.
Differentiators vs EHR Functionality:
Speed time to market by automating what are now mostly manual tasks for individuals spanning cros-functional teams; futureproof the organization's offerings for interoperability/security, etc via a platform that embraces a radidly evolving landscape; breadth and depth of features and functionality (Orbita is helping define and create new technologies and approaches in this sector. NOTE: Organizations should consider the history and early days of Web sites when content management platforms didn't exist; we are now in a similar realm with voice technology; most entities found it cost-prohibiitive to custom-develop an enterprise-scale web platform, let alone keep it up-to-date as technology rapidly evolved. The same will be true for voice.
Differentiators vs Competitors:
Healthcare specific (HIPAA compliance, interoperability, etc); omnichannel (create once, publish to smart speaker, web, mobile, etc.); multimodal (chat, voice, video, etc.); broader in scope than one-off application providers (platform and packaged modules for providers, payors, pharma, and digital health vendors)

Keywords

Images

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Videos

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Clearstep Virtual Triage

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Downloads

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Clearstep Consumer Sentiment Brochure_Aug 2022 (1).pdf

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Alternatives

Company Details

Founded in 2018

Founded in 2015

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