Help patients carry the care plan beyond the appointment.
Patients often hear the plan in the room and lose parts of it by the time they get home. Clareo helps them carry the care plan forward — with clearer understanding, stronger follow-through, and better follow-up questions, without adding work for the care team.
Help patients act on the plan after they leave.
Providers explain a lot in a short amount of time: diagnoses, medications, follow-up plans, referrals, labs, lifestyle guidance, and warning signs. Clareo helps patients carry that guidance forward so important next steps are easier to understand, revisit, and complete.
Less repeat confusion
Patients can revisit a plain-language summary instead of relying only on memory, hurried notes, portal fragments, or a family member who was not in the room.
Better follow-through
When next steps are easier to understand, patients are better positioned to schedule follow-ups, complete labs, follow referrals, prepare for imaging or tests, ask about medications, and act on care instructions.
More focused questions
Patients can identify what they understood, what still feels unclear, and what they need to ask next — making follow-up conversations more focused and less repetitive.
Support for value-based care goals
Clareo helps patients stay engaged between visits by making the care plan easier to understand, organize, and act on. That can support goals around patient experience, care coordination, health literacy, and follow-through.
Built for the space between visits.
A lot of patient work happens after the appointment: remembering instructions, scheduling follow-ups, completing labs, managing referrals, talking with family, and preparing the next question. Clareo helps patients organize that work in one place, using the conversation as the source of truth.
From memory to clarity
Patients can revisit what was discussed in plain language.
From instructions to action
Next steps are captured and organized so patients can follow through more confidently.
From isolated visits to continuity
Patients can carry context across appointments, providers, and caregivers.
Extend the value of the conversation without extending the visit.
Clareo is meant to support the care you already provide. It gives patients a way to revisit your guidance after the visit, when they are trying to remember what matters, what changed, and what to do next.
For the care team
Fewer patients left to reconstruct complex instructions from memory.
Clearer patient understanding of labs, referrals, medications, and next steps.
Better prepared patients at follow-up visits.
More continuity when caregivers are involved.
Practical support for health literacy, self-management, and patient activation..
For the patient
A clear recap of what was discussed.
Next steps organized in one place.
A way to ask questions grounded in their own visit.
A simple way to prepare for the next appointment.
More confidence navigating appointments, instructions, and follow-up care.
Clear provider role
Clareo is patient-owned and permission-based. Providers do not need to create an account, enter information, change documentation workflows, review summaries, or manage the patient’s Clareo account. The goal is to help patients get more from the visit without asking the care team to do more.
Clear clinical boundary
Clareo does not diagnose, recommend treatment, or replace clinical judgment. It helps patients understand, organize, and follow through on what their healthcare providers already told them.
Privacy and data protection
Healthcare conversations are deeply personal. Clareo is built with secure infrastructure, encryption at rest, account isolation, and restrictions that prevent AI model providers from using Clareo data to train their models. Patients control their Clareo account and choose what, if anything, to share.
Caregiver continuity
When a caregiver cannot attend, patients can use Clareo to revisit the conversation and share what they choose. This helps family members support follow-through without relying on secondhand memory, scattered notes, or incomplete recollection.
Patients should not have to remember everything perfectly to follow through well. Clareo helps turn the conversation into a clearer path to the next step.
Common questions from clinicians and care teams.
Help patients carry your guidance forward after the visit.
Clearer understanding, better follow-through, and more productive conversations after the visit — without adding work for the provider.