Reduce administrative burdens on call center and care staff with Patient Services

Leading healthcare institutions trust Clearstep

AI chat and customized workflows to automate common patient requests

Use pre-made workflows or build your own to automate the most common patient requests, like the ones below

Find a Doctor or Healthcare Services

Healthcare consumers and patients can easily search and schedule appointments online. No phone calls, long wait times, or phone tag required. Reserve call center volume for the most urgent healthcare cases.

A health care team member reviewing options and insurance coverage with a patient.

Insurance Eligibility

Permit healthcare consumers and patients to verify which providers and services are in-network vs. out-of-network. Reduce billing uncertainties with price transparency.

A woman sitting on her couch at home having a virtual visit with her primary physician.

Clinical Workflows

Integrate Clearstep AI chat solutions with EHR/EMR/CMS and other existing technology stack tools to automate complex clinical workflows such as prescription refills, bill payments, and scheduling follow-up appointments.

Frequently Asked Questions about Patient Services

What workflows does Patient Services automate?

Patient Services is designed to automate several different administrative workflows, our most common ones being: Appointment Scheduling, Provider/Location Finding, Insurance Eligibility Checks, and Billing/Payments. Although these are the most common workflows, our solution is customizable to your needs so if there is another workflow not mentioned here, we’d be happy to see if Patient Services can address your needs with additional workflows. 

How does the Patient Services solution work?

Similar to our Virtual Triage experience, our Patient Services solution is powered by our AI chat. Patients enter in the services they’re looking for and our Natural Language Processing matches the patient to the correct workflow. Additionally, we can present several pre-defined endpoints that can expedite the patient's search and take them directly to where they need to go.

Will Patient Services replace call center staff?

The Patient Services solution works well when used in complement to existing call centers (nurse triage or administrative staff). When used in complement, the solution alleviates heavy call center volume and allows staff to practice to the top of their licenses and focus on more complex, high touch accounts.

Does my organization need to purchase any other Clearstep solution to use Patient Services?

While we believe that our solutions work best when used together, you don’t need to purchase any other Clearstep Solution to implement Patient Services. However, most clients with Patient Services also use our Virtual Triage solution to provide a seamless one-stop digital experience for their patients.

What benefit does my organization get from using a Patient Services Solution?

Clients that use Patient Services often see reduced administrative costs as a result of reduced calls to their call centers. Clients also report an improved digital experience for their patients by providing an easy to use, centralized hub for finding all administrative functions of the organization.

Schedule a Demo

Send us a message to schedule a demo or learn more about Smart Care Routing™ from Clearstep.