How does Clearstep support less experienced providers?

By generating comprehensive HPIs, DDx lists, and recommended diagnostics, Clearstep helps newer providers document thoroughly, bill appropriately, and make more confident decisions.

Does Clearstep replace the provider’s judgment?

No. Clearstep augments decision-making by surfacing structured data and evidence-based considerations. Providers retain full clinical authority.

How does Clearstep integrate into the workflow?

Clearstep is embedded directly within EHRs (i.e. Epic, Cerner, AthenaHealth, eClinicalworks, etc.) so intake, decision support, and handoffs happen within the EHR—no toggling or duplicate entry.

Can Clearstep reduce liability risk?

Yes. By standardizing intake and flagging emergencies early, Clearstep helps reduce variability and ensures critical conditions are not missed.

How does Clearstep ensure clinical safety in voice triage?

All triage logic is built on gold-standard, evidence-based, peer-reviewed protocols, with configurable safety rules and real-time escalation to live nurses.

Can the AI voice agent schedule directly into our EHR?

Yes. Clearstep can book agentically into your scheduling system or route to a live scheduler as needed.

How does Clearstep integrate with existing contact center technology?

Clearstep integrates with nurse lines, IVRs, dialers, and EHR systems—ensuring smooth handoffs and minimal disruption.

What measurable impact can health systems expect?

At scale, a large national health system modeled $33.7M in annual savings, with a 33% reduction in nurse time per triage call.

How is the Health Library content developed?

All content is built from peer-reviewed clinical guidelines and reviewed by licensed healthcare professionals to ensure accuracy and clarity.

Can the Health Library be customized for our organization?

Yes. Content can be tailored with organization-specific branding, local resources, and patient communication preferences.

How does the Health Library integrate with triage protocols?

Each triage protocol ends with embedded educational content. Patients can read about their symptoms, learn self-care strategies, and then choose to re-enter triage or seek additional care.

Can the Health Library reduce unnecessary care utilization?

Absolutely. By clearly communicating when care is needed versus when symptoms can be safely managed at home, Clearstep reduces unnecessary ER and urgent care visits.

How does Clearstep support non-clinical agents?

By embedding evidence-based triage logic, Clearstep equips non-clinical staff to safely handle intake, triage, and scheduling tasks that traditionally required escalation.

Will Clearstep replace human agents?

Clearstep augments agents with real-time guidance, enabling them to work more efficiently while retaining full oversight.

How does Clearstep integrate with our systems?

Clearstep logs triage encounters and scheduled appointments directly into the EHR and works seamlessly with IVR and contact center platforms.

AI Chat Triage and Care Navigation: Automating Intake, Triage, and Care Routing

Smarter Access Starts with AI Chat

Patients expect instant, accurate help when they land on your website, patient portal, or digital front door. Clearstep’s AI Chat Triage and Care Navigation transforms this experience with clinically intelligent, conversational guidance built on the same gold-standard protocols used in millions of nurse triage calls.

Two side-by-side device screens showing a welcome screen on the left and then a completed triage screen on the right.

Clearstep’s AI chat assistant:

Automates patient intake and symptom collection
Performs full nurse-equivalent triage
Flags emergencies and escalates safely
Directly books care using agentic scheduling
Syncs structured results directly into the EHR (when integrated)

The result: faster, safer patient navigation; reduced nurse burden; lower access center volume; and a seamless digital experience across web, mobile, and portal.

Beyond Basic Chatbots – Real Clinical Intelligence

Most health chatbots rely on pre-scripted checks or keyword matching. Clearstep’s AI chat triage engine delivers true clinical intelligence, offering a trusted first point of digital contact for patients.

Clearstep provides:

Automated intake: Collects demographics, visit reason, symptoms, history, and relevant context
Evidence-based triage logic: Built on peer-reviewed protocols aligned with nurse best practices
Real-time escalation: Detects red flags and directs patients to emergency care or a live nurse
Agentic scheduling: Books appointments instantly based on clinical need, availability, and system rules
Audit-ready documentation: Generates structured notes for care teams and pushes them into the EHR

Whether resolving low-acuity symptoms, reducing no-shows, or accelerating urgent escalation, Clearstep ensures patients are routed safely and efficiently to the right level of care—every single time.

Key Capabilities

Automated Intake + Scheduling

Collects demographics, symptoms, and context, then books care directly using AI-powered scheduling logic.

AI-Powered Clinical Triage

Runs a full nurse-equivalent triage using gold-standard protocols, surfacing red flags and generating structured, chart-ready outputs.

Real-Time Safety Escalation

Automatically escalates emergency symptoms with clear safety instructions or handoff to live care teams.

Omnichannel Digital Front Door

Deploy across:

Health system websites
Patient portal
Mobile app
Payer/member portals
SMS and embedded tools
Ensuring a consistent triage and navigation experience.

Audit-Ready Documentation

Generates complete encounter summaries, triage reasoning, and recommendations with clear audit trails.

Analytics and Performance Insights

Monitor triage outcomes, containment rates, deflection, discharge instructions, scheduling performance, and ROI.

Outcomes That Matter

Lower Cost-Per-Interaction

Offload routine symptom questions and navigation tasks

Reduced Nurse Burnout

Fewer repetitive triage cases and less manual intake

Higher First-Contact Resolution

Accurate, consistent guidance from the first digital touchpoint

Faster Time-to-Triage

Average Clearstep chat ≈ 3–5 minutes

Proven ROI

Millions in modeled savings driven by deflection and capacity optimization

24/7 Access

Always available – no queues, no staffing constraints

Improved Consumer Experience

Conversational, accessible, mobile-optimized

Designed for Every Stakeholder

For Health Systems & Medical Groups

Scale clinical guidance, reduce access center volume, and provide instant symptom triage and scheduling across all digital channels.

For Payers & Insurance Providers

Offer members reliable, evidence-based guidance that reduces unnecessary ED/urgent care use and improves kept appointments.

For Virtual Care & Digital Health Platforms

Automatically determine which cases qualify for virtual visits and route patients directly to telehealth clinicians.

For Contact Centers & Digital Teams

Decrease call volumes, improve navigation accuracy, reduce AHT, and ensure a consistent navigation experience across all channels

Why Clearstep for AI Chat Triage and Care Navigation?

End-to-End Care Flow: Intake → Triage → Routing/Scheduling → Documentation

Safety-Forward Design: Gold-standard protocols, audit-ready transcripts, configurable escalation logic

Proven ROI: Major health systems report multi-million-dollar annual savings

Deep Integration: Works with EHRs, contact centers, CRMs, and scheduling systems

Enterprise Security: HIPAA, BAA, SOC 2, and clinical oversight

Redefining Digital Access with AI Chat ‍

Clearstep’s AI Chat Triage and Care Navigation turns your digital front door into a safe, reliable, and scalable access engine. By combining clinical-grade triage with intelligent scheduling and seamless integration, Clearstep lowers costs, improves time-to-care, and builds lasting patient trust.

Let’s Chat‍

Ready to transform digital access with AI chat?

Schedule a demo and ROI walkthrough today

FAQs

How does Clearstep ensure clinical safety in chat-based triage?

All logic is based on gold-standard, peer-reviewed clinical protocols with strict safety rules and escalation pathways.

Can the AI chat assistant book visits directly?

Yes. Clearstep supports agentic scheduling into EHRs or can route to scheduling agents when needed.

How does Clearstep integrate with digital ecosystems?

Clearstep embeds into websites, portals, mobile apps, and integrates with EHRs, CRMs, IVRs, and access center tools.

What measurable outcomes can we expect?

Health systems see lower cost-per-interaction, reduced nurse burden, higher FCR, and significant savings through deflection and optimized scheduling.