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ClearPath Intake

Specialty clinic intake and follow-up support

We help specialty clinics strengthen patient intake workflows so new inquiries, missed calls, and follow-up opportunities convert into scheduled care.

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ClearPath typically begins with a short pilot to assess workflow fit and implementation needs.

Pilot structure

    •    60-day pilot engagement

    •    First month due upfront

    •    Month-to-month continuation after pilot

    •    Go-live within 3–5 business days after onboarding

Engagement Model

View Onboarding Structure

Who We Are

We're a team of passionate thinkers and doers, building with purpose and clarity.

Why It Matters

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Many clinics are not losing patients because they lack demand. They are losing patients because front desk teams are balancing too many competing responsibilities at once. When inquiries go unanswered or follow-up is delayed, patients often do not call back. ClearPath helps clinics protect that early stage of the patient journey so opportunities do not fall through the cracks before care begins.

View Our Company Briefing

What We Do

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ClearPath Clinical Intake provides non-clinical intake and scheduling support for specialty healthcare practices.

Our work is designed to help clinics reduce missed opportunities during busy periods, improve patient access, and create a more consistent pathway from first inquiry to booked consult.

How ClearPath Helps

  • Follow up on new patient inquiries

  •  Recover missed calls and voicemail opportunities

  •  Support appointment scheduling within clinic rules

  •   Strengthen intake workflow consistency

  •  Reduce patient drop-off before care begins.

How We Help

Designed For

ClearPath is built for specialty clinics where timely follow-up and smooth intake workflows are essential to patient access and practice growth.

Examples include:

    •    Fertility clinics

    •    Plastic surgery practices

    •    Dermatology clinics

    •    Other specialty practices

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Compliance

ClearPath Clinical Intake provides non-clinical administrative support only.

Services are performed under a Business Associate Agreement (BAA), with privacy and data protection practices designed to support healthcare environments.

We also serve Canadian Clinics under PIPEDA. Email us for our PIPEDA commitment.

Download Data Agreement

Coverage

Standard coverage:

Monday–Friday

8:00 AM – 7:00 PM PT

Optional expanded coverage may be available based on clinic needs.

Work With ClearPath

If your clinic is exploring ways to improve intake consistency, patient follow-up, or consult conversion, reach out to start a conversation.

Email: admin@clearpathintake.co

Schedule a time to meet