AI Voice Triage & Care Navigation
Smarter Access Starts with Voice
Streamline Intake, Reduce Call Volume, and Connect Patients to the Right Care Faster
Built on the same gold-standard, evidence-based protocols used in millions of nurse triage calls, Clearstep’s AI voice assistant:
- Automates patient intake and information collection
- Performs full nurse-equivalent triage
- Escalates to live nurses when emergencies or red flags arise
- Schedules appropriate care directly and if integrated, can sync information directly into the EHR.
The results: Lower operating costs, reduced nurse burnout, and faster, safer patient access—with no hold queues or wasted call time.
Beyond Call Deflection — Real Clinical Intelligence
A true AI voice triage solution is more than an IVR or voicebot. Patients need a trusted first point of contact that understands their symptoms, provides safe guidance, and ensures the right next step every time. Clearstep’s AI voice solution delivers:
- Automated intake: Demographics + chief complaint captured upfront
- Evidence-based triage logic: Built on gold-standard, peer-reviewed protocols aligned with nurse best practices
- Real-time escalation: Emergencies flagged and handed off instantly to a nurse
- Agentic scheduling: Appointments booked directly without waiting on hold
- Audit-ready summary notes: Full documentation hand off to nurse/clinicians and pushed directly into the EHR
Whether resolving a low-acuity issue or accelerating emergency escalation, Clearstep ensures safe, efficient patient navigation at scale.
Key Capabilities
Automated Intake + Scheduling
Handles front-end intake and demographics, then either routes patients appropriately or books appointments directly into the scheduling system.
AI-Powered Clinical Triage
Executes a nurse-equivalent triage with evidence-based protocols, surfacing red flags and producing chart-ready documentation.
Real-Time Escalation
Detects emergencies or safety risks instantly, escalating to live nurses for immediate intervention.
Omnichannel Access
Supports phone (IVR), SMS, and web handoffs—creating consistency across your digital front door.
Audit-Ready Documentation
Generates transcripts and encounter notes, enabling quality review and compliance.
Actionable Analytics
Delivers insights on call containment, AHT reduction, triage outcomes, and ROI—empowering data-driven decision-making.
Outcomes That Matter
Lower Cost-Per-Call
Reduce reliance on nurse staff for low-acuity/routine call volume.
Reduced Nurse Burnout
Free nurses from repetitive intake and triage tasks.
Improved First-Contact Resolution
Patients receive safe, consistent guidance at the first touchpoint
Faster Time-to-Triage
Average AI call duration ≈ 5 minutes vs. 13.5 minutes with nurse triage.
Stronger ROI
Modeled $33.7M annually savings at a large national health system.
24/7 Access
Always available, no hold queues, no staffing gaps.
Designed for Every Stakeholder
For Health Systems & Medical Groups
Scale nurse triage capacity, reduce time-to-care, and improve throughput while ensuring safe escalation for emergencies.
For Payers & Insurance Providers
Offer members consistent, evidence-based guidance that reduces avoidable ER visits and increases kept appointments.
For Contact Centers & Digital Teams
Streamline operations, cut handle times, and deliver omnichannel consistency while maintaining a safety-first standard.
Why Clearstep for AI Intake + Clinical Decision Support?
End-to-End Flow: Intake → Triage → Routing/Scheduling → Documentation
Safety-Forward: Evidence-based protocols, audit-ready transcripts, configurable escalation rules
Proven ROI: Modeled $33.7M annual savings at scale
Seamless Integration: Works with existing nurse lines, IVRs, contact center platforms, and EHRs
Enterprise-Grade Compliance: HIPAA, BAA, SOC 2 ,and clinician review built in
Redefining the Frontline with Voice AI
Clearstep’s AI Voice Triage and Care Navigation turns every patient call into a safe, efficient, and actionable encounter. By combining evidence-based triage with intelligent scheduling and seamless EHR/contact center integrations, Clearstep reduces costs, improves access, and builds patient trust from the very first word.
Let’s Talk
Ready to transform patient access with AI voice triage?
FAQs
All triage logic is built on gold-standard, evidence-based, peer-reviewed protocols, with configurable safety rules and real-time escalation to live nurses.
Yes. Clearstep can book agentically into your scheduling system or route to a live scheduler as needed.
Clearstep integrates with nurse lines, IVRs, dialers, and EHR systems—ensuring smooth handoffs and minimal disruption.
At scale, a large national health system modeled $33.7M in annual savings, with a 33% reduction in nurse time per triage call.
