What workflows does Smart Access Care Navigation automate?

Paperwork, patient intake, medication refills, lab results, referrals, portal access, appointment scheduling, location finding, eligibility checks, and billing.

Powered by conversational AI, patients describe needs in natural language, and the system routes them to the correct workflow using NLP.

Does it replace call center staff?

No. It complements call centers by reducing volume and allowing staff to focus on complex interactions.

Is it standalone or bundled?

It is a standalone offering. No other Clearstep products are required for implementation.

What value does it provide?

Clients see lower admin costs, fewer calls, and improved digital experiences through patient engagement software and self-service access.

Smart Access Suite: Care Navigation

Conversational Healthcare AI Agent Automates Patient Intake and Self-Service

Q: What workflows does our Smart Access Suite: Care Navigation automate?

Paperwork requests, patient intake, medication refills, lab/test result requests, specialist referrals, issues with getting into the patient portal, appointment scheduling, provider/location finding, insurance eligibility checks, and billing/payments.

Q: Does my organization need to purchase any other Clearstep solution to use the Smart Access Suite: Care Navigation?

You don’t need to purchase any other Clearstep Solution to implement Care Navigation.

Leverage our elevated artificial intelligence healthcare chatbot system for routine patient requests and to reduce care team workloads.

Optimize Self-Service Interactions and Experiences for Patients

Deflect Calls and Reduced Contact Center Costs

Automate Routine Manual Work and Lessen Workloads

Enable Self-Service and Automate Recurrent Patient Requests

Leverage pre-made or customized workflows to provide, automated, 24/7 self-service patient care navigation for common patient questions, intake, requests, and services such as:

Find a doctor or healthcare services
Check insurance eligibility/insurance questions
General FAQs
Symptom libraries and FAQs
Pricing questions
Pay/View my bill
Prescription refills / Medication advice

Care management and companionship
Self-care guidance / OTC recommendations
Post or inter-care tracking and follow-ups
Lab/test results or other medical record questions
Administrative patient support (e.g., paperwork, sign-in issues, rescheduling, etc.)

Woman holding tablet with Clearstep digital triage software

Clearstep digital triage software patient service interface

Adaptive A.I. Healthcare Assistants

Why build from scratch when you can blend our conditional, expert, generative, and conversational healthcare AI assistants into your existing healthcare technology stack to triage, automate repetitive patient requests and administrative and clinical workflows? Our patient engagement software ensures that patients have seamless, optimized, and productive self-service experiences. Clearstep easily integrates with:

Electronic Health Records (EHR) / Electronic Medical Records (EMR)
Customer Relationship Management (CRM)
Health Content/Medical Libraries
Product/Service Inventory Management Systems (IMS)
Call Center Interactive Voice Responsive (IVR) Systems

How Our Smart Access Suite: Care Navigation Works

Provide 24/7 Support and Concierge-Level Experiences for Patients

Care Navigation FAQs

What workflows does our Smart Access Suite: Care Navigation automate?

Care Navigation is an AI patient engagement healthcare software designed to automate several administrative workflows, the most common being paperwork requests, patient intake, medication refills, lab/test result requests, specialist referrals, issues with getting into the patient portal, 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. If another workflow is not mentioned here, please contact us to explore if our Smart Access Suite: Care Navigation can address your unique need(s) with additional workflows.

How does the Smart Access Suite: Care Navigation work?

Like our Smart Access Suite: Virtual Triage experience, our Care Navigation is powered by conversational healthcare AI assistants. Patients enter the services they seek, and our Natural Language Processing (NLP) matches the patient to the correct workflow. Additionally, we can present several pre-defined endpoints to expedite the patient's search and guide them directly to where they need to go.

Will Care Navigation replace call center staff?

Care Navigation works well when complementing existing call centers (nurse triage or administrative staff). When used in complement, the AI patient engagement software alleviates heavy call/contact center volume, allows care staff to practice at the top of their licenses, and focus on more complex, high-touch interactions.

Does my organization need to purchase any other Clearstep solution to use the Smart Access Suite: Care Navigation?

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

What benefit does my organization get from using the Smart Access Suite: Care Navigation?

Clients using our Smart Access Suite: Care Navigation see reduced administrative costs due to reduced calls to their call centers. Clients also report an improved digital experience for their patients by providing an easy-to-use, engagement software and a centralized hub for finding all administrative functions of the organization.

Boost Care Team Capacity and Operational Efficiencies with Clearstep.

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