How Forum Health Will be Scaling Functional Medicine Without Losing the Human Touch
Functional medicine is built on a root-cause approach – digging deep into people’s lifestyle, genetics, and environment to deliver holistic and personalized treatment plans. But scaling this highly individualized model comes with challenges:
- Administrative complexity that slows down operations
- Limited digital visibility and patient access
- Clinician burnout tied to documentation and manual workflows
- Patients demanding a smoother, more connected care journey
- Patient outcomes relying on accessible and easy-to-follow treatment plans
Finding itself at the crossroads of scaling vs delivering personalized care, Forum Health needed a technology partner that could simplify operations, enhance access, and support providers, all while bridging its human-first philosophy to thousands of patients per day.
Why Forum Health Chose Steer Health’s AI-Powered Automation Platform
After months of evaluation and product testing, Forum Health selected Steer Health as its exclusive partner. We stood out for offering the most comprehensive and scalable AI suite, with robust automation solutions that integrate deeply into clinical workflows.
Key capabilities being rolled out include:
- A redesigned digital front door that makes it simple for patients to discover, connect with, and book care across Forum Health’s nationwide clinics.
- AI-powered automation that reduces administrative burdens and streamlines day-to-day practice operations.
SteerNotes™, an intelligent documentation assistant that auto-generates accurate clinical notes and treatment plans inside the EHR, giving providers time back to focus on patients.
What Forum Health’s and Steer Health’s Leaders Have to Say on the Partnership
“Forum Health is committed to delivering consistent, high-quality, and efficient care across all of our clinics,” said Phil Hagerman, CEO of Forum Health. “After evaluating numerous platforms, we found that Steer Health offered not only the most complete AI suite but also the flexibility to integrate deeply into the workflows that matter to our patients and practitioners.”
Sridhar Yerramreddy, CEO of Steer Health, added: “Forum Health’s mission aligns perfectly with ours—to make healthcare more connected, efficient, and deeply personal. This partnership is about more than technology—it’s about redefining how functional medicine is delivered at scale.”
The Bigger Picture: Forum Health is Joining Industry Momentum
Steer Health’s technology has already helped health systems like Prime Healthcare reduce administrative burden, improve patient access, and accelerate ROI. Now, with Forum Health, Steer is bringing these same capabilities into the unique world of functional medicine — a sector that demands both efficiency and a deeply personalized approach.
Steer Health helps functional medicine clinics grow faster and run leaner with its all-in-one AI-powered platform. But what does “great” look like for practices using Steer?
- Revenue growth:
- +15–30% new patient volume from SEO
- +5–10 point higher web-to-visit conversion with digital front door
- +5–15% more ancillary revenue through memberships and bundles.
- Cost & efficiency gains:
- 30–50% call deflection
- 4–8 minutes saved per visit with AI-powered documentation
- 20–40% less manual outreach through automated campaigns.
- Patient Experience improvements:
- +1 to +1.5 NPS lift within 90 days,
- <3 minutes to complete pre-visit registration
- 4.7★ average rating with sustained review velocity.
These outcomes translate to what every functional medicine leader wants: higher revenue, lower costs, and a better experience for patients and clinicians alike.
The collaboration between Forum Health and Steer Health signals a broader shift: AI is no longer optional in healthcare. It’s essential for scaling, access, and patient trust.
