Books patients into the optimal appointment based on clinical need, provider availability, facility resources, visit complexity, and plan coverage.

This module matches triage outcomes and patient intent with the most appropriate slot—at the region, market, or facility level—using your individualized rules and capacity model.

Why Clearstep is chosen:

• Closes millions in leaked revenue due to unused or mismatched slots
• Reduces no-shows and rework by booking correctly the first time
• Eliminates manual scheduling complexity for agents and patients
• Increases throughput and access across primary and specialty care

Solves: template rigidity, underutilized capacity, variability in scheduling accuracy, access bottlenecks.

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.

DeepScribe’s AI scribe automates medical documentation for doctors. Powered by the largest clinical dataset in healthcare, DeepScribe ambiently captures patient visits as they happen and then writes complete, billable documentation directly within a clinician’s electronic health record system. From small private practices to large healthcare organizations, DeepScribe is helping clinicians of all kinds reduce burnout, improve patient care, and increase revenue.

Trusted by thousands of clinicians and trained on the largest clinical dataset in healthcare, DeepScribe is the most widely adopted ambient AI medical scribe in the world.

DeepScribe allows clinicians to ambiently capture patient visits in real time. Powered by proprietary AI technology trained on millions of real patient visits, DeepScribe automatically extracts relevant medical information from these encounters and classifies it into standardized medical notes directly within a clinician’s EHR.

DeepScribe’s powerful AI solution enables clinical organizations of any size to focus on delivering exceptional care while saving time, reducing burnout, and increasing revenue and reimbursement.

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.

Trusted by thousands of clinicians across multiple specialties, DeepScribe focuses on the importance of specialty care knowledge and accuracy, creating custom AI models that understand each specialty’s workflow, terminology, and needs. This not only creates the most complete, precise AI-generated note in healthcare, but it also helps drive industry-leading adoption among clinicians. In addition, DeepScribe offers Customization Studio, where clinicians can personalize how notes look and read to their preferences. From small private practices to large healthcare organizations, our accuracy and ease of use leads to lower physician burnout, higher patient satisfaction, and a higher return on investment.