AI Optimized Scheduling: Matching Patients to the Right Care, Every Time
Optimized Scheduling Across Your Entire Network
Scheduling should be simple, but in healthcare it’s often fragmented, manual, and error-prone. Rigid templates, inconsistent visit type selection, and limited visibility into capacity create delays, leakage, and poor patient experiences across health systems, medical groups, virtual care platforms, and payer access programs.
Clearstep’s AI Optimized Scheduling uses real-time capacity insights, operational rules, and clinical intelligence to match every patient or member to the right provider, care modality, and appointment slot—on the first attempt.
Fully integrated with your EHR, CRM, and digital front door stack, Clearstep reduces friction, increases utilization, and strengthens access across all care settings.
From Static Templates to Intelligent, Dynamic Scheduling
Traditional scheduling relies on manual guesswork, limited templates, and agent interpretation, resulting in mismatches, rework, and delays.
Clearstep transforms the process with AI-powered logic that continuously adapts based on:
- Provider/clinician preferences and schedule templates
- Medical group capacity or network availability
- Clinical needs, visit type requirements, and modality rules
- Real-time load-balancing and access targets
- Payer network rules, referral requirements, and benefit design
- Virtual care vs. in-person eligibility
The result is end-to-end scheduling that is faster, safer, and optimized for quality, cost, and satisfaction.
Key Capabilities
AI-Driven Appointment Matching
Matches patients or members to the ideal provider, service line, or virtual care option using AI that accounts for clinical need, operational constraints, payer rules, and provider preferences.
Real-Time Capacity Optimization
Surfaces hidden appointment availability, reduces schedule gaps, and maximizes utilization across multi-site medical groups, enterprise health systems, and virtual networks.
Deep EHR + System Integration
Integrates directly with Epic and major EHRs, as well as CRMs, contact center tools, and payer systems, enabling automated slot selection and agentic booking.
Multi-Channel Scheduling Enablement
Supports scheduling via digital front doors, AI chat, AI voice bots, agent desktop tools, and payer portals for a unified experience.
Clinical Decision Support for Visit Type Selection
Reduces mismatches by automatically determining the correct visit type based on patient symptoms, clinical requirements, and payer rules.
Safety Rules & Scheduling Guardrails
Enforces standardized rules across medical groups, virtual care networks, and payer programs to ensure every appointment meets safety and operational criteria.
Intelligent Network Routing
Routes patients to the right care setting—virtual care, urgent care, specialty, primary care, behavioral health, or in-network providers—ideal for multi-entity ecosystems and payer networks.
Outcomes That Matter
Faster Appointment Access
Shortened time-to-schedule and improved first-available slot
Higher Utilization
Fewer unfilled appointments and more efficient provider calendars
Reduced Leakage
More patients stay within your network or preferred virtual care pathways
Higher Patient & Member Satisfaction
Less friction and faster clarity on next steps
Fewer Errors
AI ensures correct visit types, specialties, and modalities
Greater Revenue Capture & Lower Costs
Improved conversion and reduced rework across access channels
Designed for Every Stakeholder
For Health Systems & Access Leaders
Standardize scheduling across clinics, departments, virtual care, and service lines to improve throughput and reduce leakage.
For Medical Groups
Eliminate misrouted visits and ensure accurate provider/visit matching that respects operational constraints and provider preferences.
For Virtual Care Platforms
Automatically determine whether symptoms fit virtual eligibility and schedule patients directly into virtual or hybrid care pathways.
For Payers & Member Access Teams
Route members to in-network providers, avoid unnecessary ED/UC visits, and improve time-to-care with AI-driven scheduling.
For Contact Centers & Digital Front Door Teams
Reduce average handling time (AHT), improve first-call resolution, and deliver consistent booking logic across agents and digital channels.
For Patients & Members
A simple, seamless scheduling experience. No phone tag, confusion, or rework.
Why Clearstep for AI Optimized Scheduling?
Enterprise-Ready AI Logic optimized for clinical, operational, and payer-specific rules
Deep EHR & System Integration for automated, real-time booking
Scalable Across Use Cases for medical groups, health systems, payers, and virtual care
Unified Care Access Platform spanning chat, voice, web, and agent workflows
Configurable Rules Engine powers specialty matching, modality logic, and safety controls
Proven Enhancements in utilization, leakage prevention, and patient/member satisfaction
Rigorous security & compliance standards built for Enterprise Healthcare, including HIPAA, BAA, and SOC 2
Optimize Access. Improve Utilization. Schedule Smarter.
Clearstep’s AI Optimized Scheduling brings scalable intelligence to patient and member access, ensuring that every person reaches the right care, at the right time, through the right channel. With deep integration, configurable AI logic, and multi-entity flexibility, it’s the fastest way to eliminate scheduling friction and maximize capacity across your organization.
Ready to transform scheduling across every care setting?
FAQs
No. It supports medical groups, payer networks, virtual care platforms, and hybrid care ecosystems.
AI analyzes symptoms, clinical requirements, and payer rules to select the right visit type safely and consistently.
Epic and other leading EHRs, CRMs, payer platforms, and contact center systems.
Improved utilization, reduced scheduling mismatches, lower leakage, faster scheduling, and more efficient operations.
