A powerful no-code builder that lets teams design, maintain, and optimize rules, workflows, and conversational agents—without engineering support.

Users can modify routing or logic conversationally, via point-and-click editing, or by uploading existing flows (Visio, screenshots, PDFs). Rules can then be deployed into patient-facing chat or voice agents.

Why Clearstep is chosen:

• Reduces dependency on IT and vendor-ticket bottlenecks
• Enables rapid iteration as access rules evolve
• Supports any workflow (triage, eligibility, scheduling, financial counseling, service-line guidance, and more)
• Includes staging + testing environments for safe deployment
• Enables hybrid experiences: rule-based triage + RAG on system documentation

Solves: slow digital operations, rigid legacy tools, expensive workflow customization, lack of agility.

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.

HealthSnap is an integrated virtual care management platform and service that helps health systems and provider groups improve patient outcomes, reduce utilization, and diversify revenue streams. From chronic disease-agnostic Remote Patient Monitoring (RPM), Chronic Care Management (CCM), and Principal Care Management (PCM) to AI-guided care coordination, virtual care delivery, patented billing tools, and population analytics, HealthSnap is the simplest way to manage chronic conditions remotely.

HealthSnap partners with 150+ health systems and provider organizations and has remotely monitored and managed over 100,000 patients.

HealthSnap is an integrated virtual care management platform that helps healthcare organizations improve patient outcomes, reduce utilization, and diversify revenue streams. From chronic disease-agnostic Remote Patient Monitoring (RPM), Chronic Care Management (CCM), and Principal Care Management (PCM) to AI-guided care coordination, virtual care delivery, patented billing tools, population analytics – and so much more, HealthSnap is the simplest way to manage chronic conditions remotely.

HealthSnap partners with 160+ health systems and provider organizations across 33 states and has remotely monitored and managed over 100,000 patients.

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.

HealthSnap’s RPM and CCM programs are completely digital and personalized to each care team and patient. The company combines a comprehensive disease-agnostic care management platform, pre-configured cellular health devices such as blood pressure cuffs, weight scales, and glucometers, and layers on personalized care management services to ensure the right patient receives the right care, at the right time. 

HealthSnap includes everything a healthcare organization needs to manage chronic conditions in a remote care world, including an EHR-integrated care management platform, enrollment services, device shipping and logistics, clinical care management services and patented revenue cycle automation tools.

HealthSnap’s key competitive advantages include offering a chronic disease-agnostic and EHR-integrated Virtual Care Management Platform, a patented revenue cycle automation tool, cellular-enabled health devices to eliminate the need for smartphones or Wi-Fi access for patients, the ability to white-label the platform for clients, and full-service care management services.