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.

What measurable outcomes can we expect?

Health systems have seen >75% of calls automated, 5–10 minutes saved per nurse line call, and the reallocation of FTEs through intake automation.

AI Workflow Automation: Rapidly Design, Build and Deploy Intelligent Care Workflows

Build, Configure, and Scale AI-Powered Care Workflows in Minutes

Clearstep’s AI Workflow Builder gives health systems the power to create, customize, and deploy intelligent care workflows without code or lengthy IT projects.

Screenshot of Clearstep’s AI Workflow Builder.

Whether you’re digitizing intake forms, automating triage pathways, or orchestrating complex multi-step scheduling logic, the Workflow Builder turns your care processes into smart, data-driven experiences that integrate seamlessly with your EHR and digital front door.

Built for clinical, operational, and digital teams alike, it’s the fastest way to translate care logic into scalable, compliant automation.

From Manual Processes to Configurable Intelligence

Traditional workflow design relies on developers and static templates that can’t keep up with evolving protocols. Clearstep’s AI Workflow Builder changes that by letting your teams:

Drag-and-drop to design complex triage, intake, and navigation flows
Incorporate AI logic and clinical protocols to standardize decision-making
Integrate directly with Epic and other systems through secure APIs
Test, launch, and update workflows in real time—without vendor dependency
Measure and optimize performance through analytics and version control

With AI Workflow Builder, innovation moves at the speed of care.

Key Capabilities

No-Code Workflow Design

Empower non-technical users to build and modify workflows through an intuitive, drag-and-drop interface. No developer required.

Embedded AI Logic and Protocols

Access Clearstep’s evidence-based triage and decision-support engine directly within your workflows, ensuring every automation aligns with clinical best practices.

Seamless EHR and System Integration

Connect to Epic, Cerner, Salesforce, Genesys, ServiceNow, and other enterprise platforms via APIs to synchronize data, documentation, and scheduling.

Rapid Deployment and Iteration

Test, validate, and publish new workflows instantly, enabling continuous improvement across service lines and departments.

Version Control and Auditability

Track every edit and deployment to maintain compliance and transparency; ideal for governance and quality assurance.

Multi-Use Flexibility

Use Workflow Builder to create AI-powered automations for:

Digital front door symptom checks and care navigation
Scheduling and referral coordination
Population-specific care programs (e.g., chronic care, maternal health, vaccine reminders)
Post-discharge follow-up and patient engagement

Outcomes That Matter

Faster Time to Launch

Deploy new workflows in hours, not months

Lower IT Costs

Reduce reliance on developers and vendor change requests

Increased Standardization

Ensure consistent logic across locations and departments

Better Clinical Alignment

Keep workflows current with evolving guidelines

Improved Patient Experience

Streamline digital interactions and reduce handoffs

Continuous Optimization

Analyze performance and update workflows instantly

Designed for Every Stakeholder

For Health Systems & Enterprise Leaders

Empower internal teams to build, manage, and update AI-driven workflows that scale across facilities and service lines.

For Digital & Access Teams

Eliminate the bottleneck between design and deployment; configure your own triage, intake, and navigation experiences.

For Clinical Operations

Translate protocols into repeatable, safe, and compliant automations. Ensure every patient interaction follows the same standard of care.

For IT & Innovation Leaders

Maintain control, compliance, and integration standards while reducing developer workload and time-to-value.

Why Clearstep for AI Workflow Building?

No-Code, AI-Powered Platform: Create and update workflows without IT intervention

Clinical Intelligence Built-In: Evidence-based logic drives every automation

Enterprise Integration: Connect directly to EHR, CRM, IVR, and scheduling systems

Scalable & Secure: HIPAA-compliant architecture with full audit trails

Proven Results: Health systems cut build times by more than 80% and accelerate digital transformation

Build Smarter, Scale Faster, Improve Access

Clearstep’s AI Workflow Builder empowers health systems and provider groups to design, launch, and optimize digital workflows that unify care, operations, and experience—without coding or long development cycles.

Ready to standardize your care pathways with agile, configurable AI?

See It In Action

FAQs

Who can use the AI Workflow Builder?

Designed for both clinical and operational teams. No coding required.

How does it integrate with existing systems?

Clearstep connects via secure APIs to your EHR, CRM, and contact center platforms, syncing data in real time.

Can workflows include clinical triage logic?

Yes. You can embed Clearstep’s evidence-based protocols to power triage, intake, or scheduling logic within any workflow.

How fast can new workflows be deployed?

Most workflows can be configured, tested, and launched in under a day, depending on complexity.