Automates Clinical and Non-Clinical Workflows

• Handles routine tasks, patient triage, intake, common requests, medication refills, lab result inquiries, etc.
• Frees up care team members to focus on complex, high-value patient interactions

Smart Care Routing

• AI-powered triage/care navigation guides patients to appropriate care levels and resources
• Reduces unnecessary ER visits and optimizes resource allocation

Customizable Platform

• Tailored to match specific organizational needs and protocols
• Adaptable to various specialties and care settings

Real-Time Analytics Dashboard

• Provides insights into patient engagement and interaction patterns
• Enables data-driven decision-making for care team leaders

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.