FOR CLINICIANS AND CARE TEAMS

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.

WHAT CLAREO DOES

A patient-facing tool for understanding, recall, and follow-through.

  1. Patients use Clareo to capture care conversations with permission.

  2. Clareo turns the conversation into a plain-language summary for the patient.

  3. Important next steps are organized so patients can revisit them later.

  4. Patients can ask questions grounded in their own visit information.

  5. Patients can keep visits organized across a health journey and share information with caregivers when they choose.

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.

The simple idea

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.

PROVIDER FAQS

Common questions from clinicians and care teams.

12 questions

Clareo is a patient-facing tool that helps people capture care conversations, turn them into plain-language summaries, and organize next steps they can revisit after the appointment.

Ambient AI tools in the EHR are usually designed to support clinician documentation. Clareo is designed for the patient. It helps patients understand, organize, and act on what they heard across providers, specialties, and health systems.

Clareo helps patients retain, understand, and act on your guidance after they leave the visit. Patients who understand their care plan are better positioned to follow through on next steps, prepare more focused questions for follow-ups, and involve caregivers appropriately, without adding work for the care team.

Clareo may be especially useful for patients managing complex, new, or ongoing care needs, such as a new diagnosis, multiple specialists, medication changes, chronic conditions, cancer care, or situations where a caregiver is helping coordinate next steps.

Clareo supports patient engagement between visits by helping patients understand the plan, remember next steps, prepare for follow-up, and involve caregivers when appropriate. These behaviors align with value-based care goals around patient experience, care coordination, quality, and follow-through.

No. Clareo does not diagnose, recommend treatment, or replace clinical judgment. It helps patients understand and organize what their healthcare providers already told them.

Yes. Clareo is patient-owned and permission-based. Patients are instructed to ask before recording any visit. Providers can decline recording for any reason, and patients can still use Clareo to take notes or organize health information manually.

You can decline. Clareo is intended to support understanding and follow-through, but it should not interfere with the clinical relationship or the provider’s comfort in the room. Patients can still use Clareo to take notes or organize information from the visit.

No. Clareo is designed to support the care you already provide without adding tasks. Providers do not need to create an account, enter information, change documentation workflows, review summaries, or manage the patient’s use of the tool.

Clareo summaries belong to the patient. If a patient wants to share their summary with you, they can do so directly. The tool is designed to help patients, not to create additional documentation for providers.

Yes. Patients can choose to share their summaries and next steps with family members or caregivers. This can help with follow-through when a caregiver was not present at the visit.

If you have questions about Clareo, you can reach us through our contact page. We're happy to answer questions from clinicians, care teams, or health systems.

BOTTOM LINE

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.