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.

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)

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.

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.

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)