Clearstep vs. Upfront Comparison


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		Related Products DoctorConnect DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience. 85 Ratings Visit Website AdvancedMD AdvancedMD is a comprehensive cloud-based medical office management software designed to streamline operations for private healthcare practices. It combines practice management, EHR, and patient engagement tools into a unified platform. The AI Clinical Assistant powers ambient listening, auto-transcription, and chart action items to eliminate documentation burden. 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Our fully-integrated, ONC-certified suite of medical software—like Clinical EHRs, Practice Management, Medical Billing and RCM, E-Prescribing, Practice Scheduling, Patient Portal, and more—optimizes clinical outcomes and RCM for your practice. Used by tens of thousands of medical professionals—from large physician practices to medical billing companies—to drive growth, streamline business operations, and improve patient care across all 50 U.S. states. Our unified “Full Suite” system employs a secure, central database so your data passes through every product in real-time from anywhere, and more than 135 million prescriptions have been transmitted and over $10 billion in claims have been processed using RXNT. 552 Ratings Visit Website WaitWell WaitWell is a secure, scalable queue management and appointment scheduling platform for healthcare, retail, government, and enterprise service organizations. It reduces wait times, improves customer flow, and streamlines service delivery across single and multi-location operations. Customers can join virtual queues or book appointments via QR codes, web, SMS, kiosks, or chat, with real-time status updates and notifications. WaitWell includes AI-powered features to support customer routing, service guidance, and operational efficiency. Staff use real-time dashboards and reporting to monitor performance, identify bottlenecks, and optimize staffing. Managers can query operational data using natural language to analyze trends and improve throughput and service outcomes. 211 Ratings Visit Website Modento Our cloud-based, user-friendly patient communication and engagement platform is a truly all-in-one solution to the everyday needs of your dental practice. Our HIPAA-compliant dashboard offers best-in-class digital forms and consents, two-way patient communication, intraoffice communication, automated appointment reminders/confirmations/reviews/recalls, a customized app-based loyalty program, and much more! Modento seamlessly layers on top of your Practice Management System to improve your daily efficiency and save your staff hours of time scanning documents and making phone calls. Modento is helping offices across the country improve their case acceptance, acquire and retain more patients, and increase their profitability. Visit our website to schedule your free demo today and see how Modento can make your life easier. 558 Ratings Visit Website Elation Health Elation Health is the leading technology platform for primary care, providing clinical-first solutions since 2010. Our award-winning EHR and billing platform supports 32,000 clinicians in delivering personalized care to over 16 million patients, helping providers rediscover the joy in medicine. Elation’s tools center on supporting primary care practices with tailored capabilities and workflows that streamline the complexities of longitudinal care, facilitate alignment with value-based care, and maximize revenue for each practice. Elation Health provides a comprehensive platform for primary care practices, including a clinical-first EHR for streamlined care workflows, integrated billing software to optimize revenue cycle management, and AI-powered tools that reduce documentation time by up to 2 hours daily, streamlining clinical encounters. 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With a user-friendly interface, Service Center helps providers check and verify patients’ eligibility and benefits, submit, correct, and check the status of their claims online, and receive remittance advice. Accepting standard ANSI formats, data entry and pipe-delimited formats, Service Center helps streamline administrative tasks and create more efficient workflows for providers. 123 Ratings Visit Website Healthee Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. 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About Empower patient consumers to triage themselves to the right care and services. We help health systems and providers acquire new patients and retain existing patients by delivering an enhanced, consumer-centric experience. Ultimately driving better patient engagement and health outcomes, while automating workflows and increasing efficiency. We complement health plans and payers by offering plan members self-service symptom checking, triage, and step-by-step guidance to find the most appropriate, convenient, cost-effective, and trusted in-network care. We partner with digital health, healthcare innovation, and healthcare SaaS companies to enhance digital health products with clinically-validated AI chat solutions.	About We’re ushering in a new era of engagement. Discover Upfront’s next-generation patient engagement platform, curating hyper-personalized healthcare experiences that win patient loyalty and guide every patient to optimal care. Personalize every patient interaction, and win loyalty. Patients are lost in a broken system, and both patients and healthcare enterprises are paying the price. Shed the status quo and reimagine your approach to patient engagement. Get to know your patients on a deeper level and create easy access to care, with Upfront. Upfront is tackling the legacy “one-size-fits-all” approach to patient engagement. Our patient engagement platform eliminates technology fragmentation to guide patients to necessary care through proactive, clear, and highly personalized omnichannel communication, empowering patients to take charge of their health. The patient is the most underutilized resource in healthcare.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Healthcare centers looking for a clinical AI chat solution to enhance patient experience and care management	Audience Clinicians seeking a solution to improve patient engagement through personalized messaging and referral management
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported
Company Information Clearstep Founded: 2018 United States www.clearstep.health/	Company Information Upfront Founded: 2016 United States upfronthealthcare.com
Alternatives Bridge BridgeInteract	Alternatives Get Well
WellWink	Quincy QliqSOFT
HealthViewX	FollowMyHealth Veradigm
DoctorConnect Adtel International	Cedar Pay Cedar Cares
Solv Solv Health View All	bluePatient bluebriX View All
Categories Chatbot Supported Patient Case Management Supported Patient Engagement Supported Patient Experience Supported Patient Management Supported Patient Scheduling Supported Remote Patient Monitoring Supported	Categories Patient Engagement Supported
Patient Engagement Features Appointment Scheduling Supported Care Planning Supported Collaboration Not Supported Messaging Not Supported Mobile Access Not Supported Patient Education Not Supported Patient Portal Not Supported Personal Health Record Not Supported Progress Tracking Not Supported Self Management Not Supported Show More Features Patient Case Management Features Activity Tracking Not Supported Assessment Notes Not Supported Billing & Invoicing Not Supported Calendar Management Not Supported Candidate Identification Not Supported Case List Management Not Supported Eligibility Verification Not Supported HIPAA Compliant Supported Medical History Records Not Supported Patient Records Not Supported Referral Management Not Supported Treatment Planning Not Supported Patient Scheduling Features Analytics/Reporting Not Supported Approval Process Control Not Supported HIPAA Compliant Supported Mobile Access Not Supported Notifications/Alerts Not Supported Online Scheduling Not Supported Patient Communications Not Supported Patient Intake Supported Patient Portal Not Supported Patient Records Management Not Supported Payment Processing Not Supported Reminders Not Supported SMS Messaging Not Supported Remote Patient Monitoring Features Dashboard Not Supported Data Import/Export Not Supported HIPAA Compliant Not Supported Mobile Payments Not Supported Monitoring Device Integration Not Supported Patient Engagement Supported Patient Portal Not Supported Patient Records Management Not Supported Patient Surveys Not Supported Reminders Not Supported Virtual Visits Not Supported
Integrations No info available.	Integrations No info available.
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