CarePath Navigator
Guide patients through intake, surface protocol answers from your clinical library, and book follow-ups — with PHI-safe defaults.
Free front-desk staff from repeat intake calls without crossing clinical lines.
The problem
Front-desk teams field the same pre-visit questions daily — prep instructions, insurance basics, appointment changes. Nurses get pulled into scheduling. Patients wait on hold while staff hunt through protocol PDFs.
Why teams choose CarePath Navigator
CarePath Navigator handles structured patient intake and answers from your approved clinical library — never diagnosing, always escalating urgent symptoms to a human immediately. It books follow-ups when slots are available and logs every interaction for compliance review.
Clinics typically start with after-hours intake and routine pre-visit questions. Staff spend less time on repetitive phone tag; patients get consistent answers grounded in your protocols, not whatever whoever answered remembered that day.
Business outcomes
- •50%+ reduction in routine intake calls during business hours
- •Consistent protocol answers with source references
- •Automatic escalation path for urgent symptom keywords
- •BAA-ready deployment with audit export for compliance
Ideal for
Multi-location clinics, specialty practices, and care networks with high call volume, documented clinical protocols, and staff stretched between patient-facing work and admin.
How it works
We start with discovery to confirm fit, then provision your workspace, configure the template for your tier, and hand off access through the EdgeBridge client portal or licensed API. Custom builds follow a scoped milestone plan; licensed deployments can expand seats or move to enterprise as you scale.
Human oversight
Every automation ships with a clear off-switch and a human review path. Sensitive actions can be gated behind approval. Every action is written to an audit trail your team can inspect and export.
Security & data
Deployed on the cloud or private environment you specify, with per-license isolation. API keys are hashed and stored once. Chat logs are redacted by default. Your data is never used to train shared models. Enterprise plans include a signed DPA and can pin data residency.
Interactive use case
Try a live workflow with realistic sample data. Production deployments are scoped and licensed to your environment.
CarePath Navigator use case
Licensing
Every engagement starts with a conversation. We don't publish list prices — CarePath Navigator is available as a custom build, a per-seat license, or an enterprise agreement depending on your scale, compliance needs, and how closely the catalog template fits your environment.
Custom build
Tailored to your stack, data, and workflows. Scoped after discovery and delivered as fixed-fee milestones or an ongoing retainer.
- • Your integrations and data sources
- • Custom models or rules where needed
- • Implementation + handover docs
- • Quoted after a discovery call
Per-seat license
License a production-ready workflow for named users. Scale seats as your team grows — pricing aligned to headcount and usage band.
- • Named users with role-based access
- • Standard support and updates
- • Usage caps agreed upfront
- • Add seats without re-implementation
Enterprise license
Organization-wide deployment with security review, SLA, and optional dedicated cloud or data residency.
- • Site or org-wide coverage
- • Signed DPA / BAA where required
- • Dedicated support channel
- • Custom SLA and audit requirements
Reference configurations
Starting points from past deployments — final scope and licensing model are agreed during discovery.
Clinic
Up to 8 seats · 4,000 msgs/mo band
- • 8 seats
- • 4,000 intakes / mo
- • EHR calendar sync
- • BAA available
Network
Up to 40 seats · 25,000 msgs/mo band
- • 40 seats
- • Multi-location routing
- • Epic / Athena hooks
- • Audit export