Clearstep

What does Clearstep sell?

Clearstep calls itself "the AI brain that optimizes how patients access care across your entire system." The site lists six modules: AI Chat and Triage, AI Voice Automation, AI Clinical Intake and Decision Support, AI Call Center Decision Support, AI Optimized Scheduling and AI Workflow Building. Triage is "built on Dr. Barton Schmitt's nurse triage protocols." CB Insights reports that the chat triage holds a contractual licence to those protocols, and lists HCA, Novant, Tufts Medicine, Ochsner and Mount Sinai as customers.

On Epic, the homepage says: "We are a member of Epic's AppOrchard." It also says the product integrates with "any EHR and CCaaS", meaning contact-centre platforms.

Who is behind it?

Clearstep Inc. is listed in Chicago, though its site names no headquarters. It was formerly called Lytic, per PitchBook. Most sources give 2018 as the founding year, and Tracxn says 2019. The listed founders are Adeel Malik (CEO), Bilal Naved (CPO), David Zbarsky and Peter Garber, with Michael Amygdalidis as CTO.

Funding figures disagree. CB Insights shows $7.04 million in total, the last round being $4.25 million in January 2025. PitchBook shows $17.4 million and Tracxn $7.26 million. Investors named include Baleon, RRE, OCA Ventures and Newark Venture Partners. Latka estimates 2025 revenue at $2.4 million, a third-party estimate.

What is the evidence?

Clearstep's page carries a quote from the CEO of Baylor Scott & White: "We re-routed 80% of patients who were going to the ED to urgent care or virtual visits." That is a customer testimonial published by the vendor, and it comes without a denominator or a study.

In December 2024 npj Digital Medicine published "Contrasting rule and machine learning based digital self triage systems in the USA" (PMID 39725711). It reviews the market and surveys 647 health-system sites. Bilal Naved, Clearstep's chief product officer, is the first author, and the claim that Clearstep is the most adopted digital self-triage product is Clearstep's own reading of it. It describes adoption and says nothing about triage accuracy or outcomes. No accuracy study of Clearstep's dispositions is cited.

What about security and regulation?

The homepage says data is "encrypted in transit and at rest" and that identifying data is stored apart from medical data. HIPAA, BAA, SOC 2 and HITRUST status are not stated on its pages, and a health system would need them before connecting it to patient traffic. The FDA's device database shows no 510(k) for Clearstep, and Clearstep claims none.

What does it cost?

Pricing is enterprise and quote-based.

Who is it for?

A health system on Epic with a busy call centre and a governance committee that can validate the dispositions against its own nurse line matches what Clearstep sells. A single practice has no obvious way to buy it.

The verdict

Clearstep builds on a nurse triage protocol set and, per CB Insights, counts large health systems as customers. The 80% emergency department diversion quote describes one health system. Under-triage and over-triage rates are the numbers that would settle the safety question, and none are published.