AI Intake + Clinical Decision Support: Standardizing Care, Empowering Teams
Smarter Intake. Stronger Decisions. Better Outcomes.
Clearstep’s AI Intake + Clinical Decision Support transforms intake and care team workflows across urgent care, primary care, specialty clinics, retail care, and virtual visits.

By automatically generating rich HPIs, flagging emergencies early, and surfacing evidence-based diagnostics, Clearstep empowers health systems to:
- Reduce variability across care settings
- Optimize throughput and visit times
- Improve patient and provider satisfaction
- Lower liability risk—all directly within the EHR workflow
From Intake to Insight — Without Missing a Step
Whether in an urgent care center, PCP office, specialty clinic, or virtual environment, Clearstep bridges the gap between intake and decision support by:
- Guiding MAs or intake staff through a standardized, digital-first intake process
- Flagging emergencies immediately to prevent delays in critical care
- Generating comprehensive HPIs, differential diagnoses, and recommended diagnostics in real time
- Delivering structured data directly into Epic, reducing duplicate documentation and ensuring smooth handoffs
Patients only share their history once. Providers get actionable data earlier, leading to faster visits, more accurate diagnoses, and safer outcomes—regardless of the care setting.
Key Capabilities
Emergency Flagging in Real Time
Automatically identifies life-threatening red flags across care environments—ensuring critical cases receive immediate attention.
Clinically Rich Summaries
Generates HPIs, DDx lists, and recommended diagnostics to provide a strong clinical foundation for every visit, from primary care to urgent care to telehealth.
Seamless EHR (Electronic Health Record) Integration
All collected data, flagged emergencies, and pending diagnostics flow directly into EHR, minimizing rework and provider screen time.
Standardized Intake Workflows
Ensures intake across multiple sites and care types follows a consistent, evidence-based process, reducing variability and liability.
Decision Support for Every Provider
From experienced clinicians to newer providers, Clearstep provides AI-powered clinical context that improves accuracy, billing, and confidence in decision-making.
Outcomes That Matter
Reduced Visit Time
Faster intake and earlier diagnostics shorten cycle times across urgent, primary, and specialty care.
Higher Billing Levels
Standardized, comprehensive documentation supports accurate reimbursement.
Improved Satisfaction
Patients avoid repetitive questioning; providers focus on higher-value care.
Safer Care
Emergency conditions are flagged early, reducing the risk of missed or delayed diagnoses.
Reduced Provider Burnout
Less EHR time, more patient time.
Designed for Every Stakeholder
For Health Systems & Medical Groups
Standardize intake across urgent care, primary care, and specialty clinics—while equipping providers with AI-driven decision support.
For Urgent Care & Retail Clinics
Deliver faster, safer visits while easing staffing pressures—ensure every MA and provider performs at the top of their license.
For Primary Care & Specialty Practices
Give providers richer patient context at the start of the visit, improving efficiency, diagnostic accuracy, and patient relationships.
For Virtual Care & Telehealth Platforms
Embed digital-first, AI-powered intake and decision support into virtual visits—supporting scale without sacrificing quality.
For Payers & Employers
Ensure consistent, high-quality care across all points of service, reducing unnecessary costs and variability while boosting member satisfaction.
Why Clearstep for AI Intake + Clinical Decision Support?
Standardized, Scalable Workflows across urgent care, primary care, specialty, and virtual visits
Comprehensive Clinical Intelligence with HPI, DDx, and diagnostics in every visit
Embedded EHR Integration that reduces clicks, rework, and provider burden
Enterprise-Grade Security ensuring HIPAA compliance and reliability
Proven Outcomes: Faster visits, higher-quality documentation, improved billing, stronger satisfaction scores
Reimagine Intake. Reinforce Decisions. Redefine Care Delivery.
Clearstep’s AI Intake + Clinical Decision Support enables safer, faster, more consistent care—across urgent care, primary care, specialty clinics, and beyond. From the first question asked to the final clinical decision, Clearstep ensures no step is missed and no provider is left unsupported.
Let’s Talk
Ready to modernize and decision support across your care settings?
FAQs
By generating comprehensive HPIs, DDx lists, and recommended diagnostics, Clearstep helps newer providers document thoroughly, bill appropriately, and make more confident decisions.
No. Clearstep augments decision-making by surfacing structured data and evidence-based considerations. Providers retain full clinical authority.
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.
Yes. By standardizing intake and flagging emergencies early, Clearstep helps reduce variability and ensures critical conditions are not missed.