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What is Clearstep?

Empowering patients to take charge of their healthcare requirements and connect with the most appropriate services is our primary goal. Our strategy not only helps healthcare providers and systems attract new patients but also enhances the satisfaction and retention of existing ones by creating a more consumer-centric experience. This focus on engagement ultimately contributes to better health outcomes and patient involvement while optimizing workflows and enhancing overall operational efficiency. Furthermore, we assist health plans and payers by equipping their members with self-service tools for symptom evaluation, triage, and clear direction to discover the most suitable, convenient, and cost-efficient in-network care solutions. We partner with organizations in the fields of digital health, healthcare innovation, and healthcare SaaS to enhance their digital health services with clinically-validated AI chat solutions, ensuring that patients receive prompt and precise support in managing their health. By harnessing technology and establishing strategic partnerships, we strive to revolutionize the accessibility and delivery of healthcare services, ultimately aiming for a system that is more responsive to patient needs. This holistic approach not only benefits patients but also strengthens the overall healthcare ecosystem.

What is Artera?

Healthcare organizations use Artera to deploy voice AI agents that manage routine patient conversations, from appointment scheduling and intake to referral management, payments, and care gap outreach, reducing administrative burden while improving patient access. The platform, Artera Harmony, connects fragmented communication into coordinated patient engagement across text, phone, email, and voice AI, with deep EHR integrations that automate the right message at the right time. AI Service Squads work directly with provider teams to design custom solutions around each practice's unique operational needs. Trusted by 1,000+ specialty practices, FQHCs, health systems, and federal agencies with 11+ years of healthcare-native experience. Key capabilities include AI-powered Smart Inbox, which consolidates all patient conversations in one place, surfacing high-priority messages so staff focus where it matters most. Automated workflows support complex care journeys, from appointment reminders and care gap closure to post-visit follow-ups and intake preparation, without requiring staff intervention. Built-in reporting tools provide real-time visibility into patient engagement rates, message volume, response times, and no-show recovery revenue. Artera's voice AI agents are purpose-built for healthcare, handling routine conversations that consume staff time so teams can focus on patients who need a human touch. AI Service Squads, dedicated teams of Artera's AI builders, collaborate directly with each practice to design, implement, and support custom AI solutions around their workflows and EHR environment. Security is foundational: SOC 2 Type 2, HITRUST certified, HIPAA compliant, and FedRAMP Class D Certified (FedRAMP High). Identifiable patient data is never used to train AI models. 2B+ Annual Comms. | #1 Best in KLAS (Patient Communications, 2026) | 11+yrs Healthcare-Native Experience | FedRAMP Class D Certification | 200M+ Patients | 1,000+ Healthcare Providers

Media

Media

Integrations Supported

Integrations Supported

AdvancedMD
EpicCare EMR
Greenway Health
MEDITECH Expanse
ModMed
NextGen Healthcare EHR
Oracle Health Ambulatory EHR
Oracle Health EHR
Veradigm EHR
athenaOne
eClinicalWorks

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Clearstep

Date Founded

2018

Company Location

United States

Company Website

www.clearstep.health/

Company Facts

Organization Name

Artera

Date Founded

2015

Company Location

United States

Company Website

artera.io

Categories and Features

Chatbot

Not specified

Patient Case Management

HIPAA Compliant

Patient Engagement

Appointment Scheduling
Care Planning

Patient Experience

Not specified

Patient Management

Not specified

Patient Scheduling

HIPAA Compliant
Patient Intake

Remote Patient Monitoring

Patient Engagement

Categories and Features

AI Voice Agents

Not specified

Appointment Reminder

Appointment Scheduling
Call Reminders
Email Reminders
Online Booking
Payment Reminders
Rescheduling
SMS Messaging
Two-Way Messaging

Healthcare AI

Not specified

Medical Scheduling

Not specified

Patient Engagement

Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Self Management

Patient Experience

Not specified

Patient Intake

Not specified

Patient Scheduling

Not specified

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