Clearstep is a clinical AI agent platform for healthcare organizations, positioned as an "AI brain" for optimizing patient access to care. Its core goal is to help health systems redesign operational areas such as patient access, call centers, triage, and appointment scheduling.
In terms of use, Clearstep primarily serves patient access and care navigation scenarios for health systems, automating patient triage, scheduling, and care navigation through AI agents to reduce instances of patients entering the wrong care pathway. According to the materials, its symptom assessment is described as the "most widely implemented clinical navigation agent AI."
Its main capabilities consist of six AI-native modules that unify triage, routing, scheduling, and clinical decision support:
- AI chat and triage: triages and navigates like a nurse, which the materials say can be completed within 3 minutes, and emphasizes clinical accuracy.
- AI voice automation: scalable intelligent call handling for clinical triage, intake, scheduling, outbound calls, and other scenarios, which can reduce call transfers and generate automation value.
- AI clinical intake and decision support: provides providers with pre-visit intelligence and workflow automation, saving staff time.
- AI call center decision support: provides call center agents with an AI copilot, shortening handling time and improving protocol compliance.
- AI optimized scheduling: provides clinically appropriate self-scheduling across all service lines, improving utilization.
- AI workflow building: automates workflows and scheduling intelligence.
In terms of how it is used, Clearstep is a SaaS solution licensed for a fixed monthly fee, with additional variable fees based on the selected features and implementation scale. The platform can integrate with facilities, inventory, scheduling, EMR, and CRM databases, is an Epic AppOrchard member, and Clearstep visit summaries can also be pushed back and stored as records. The platform supports configuration of colors, logos, and triage endpoints to match organizational branding and specific care resources.
Applicable scenarios include: health system digital front doors, symptom checking, digital triage, care routing, call center optimization, self-scheduling, and more. The materials mention that it was selected by the Defense Innovation Unit (DIU) and the Defense Health Agency (DHA) to provide the intelligent routing engine for the Military Health System's (MHS) new digital front door, serving 9.5 million military beneficiaries; it has also been adopted by health systems such as Baylor Scott & White Health and Mount Sinai Health System.
In terms of limitations and compliance, the materials state that all data is encrypted in transit and at rest, identifiable user data is stored only after obtaining the user's explicit consent, and such data is stored separately from medical data, with no IP addresses stored. Regarding details such as specific pricing, implementation timelines, and supported languages, the materials do not currently provide them.Regarding details such as specific pricing, implementation timelines, and supported languages, the materials do not currently provide them.
