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How Coastline Ortho cut no-shows by 72% and redefined digital patient care

Coastline Orthopedic Associates partnered with Steer Health to transform their patient experience using AI-powered scheduling, smart communication tools, and predictive analytics. The result: lower no-shows, smoother surgical operations, and record-high patient satisfaction—all in one of the most competitive healthcare markets in the country.

A CONVERSATION WITH

Dr. Kavitha Bhatia

Dr. Kavitha Bhatia

Chief Medical Officer of Strategy

Client

About

How Coastline Ortho cut no-shows by 72%, boosted bookings by 30%, and transformed patient satisfaction

INDUSTRY

Healthcare – Orthopedics

Company Size

13 Providers

Headquarters

Orange County, Southern California, USA

Key features

Acute Care

Emergency

Wellness

Outpatient Services

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Challenge

In one of Southern California’s most competitive healthcare markets, Coastline Orthopedic Associates struggled with outdated scheduling systems, rising no-shows, and long wait times. With a 13-provider team offering high-touch orthopedic care, their analog workflows were starting to impact both revenue and reputation.

Patients expected seamless digital access. But fragmented tools, complex OR scheduling, and limited follow-up automation meant missed opportunities, underutilized surgeons, and declining patient satisfaction.

Solution

Steer Health’s AI-powered Digital Front Door platform was deployed to completely modernize Coastline’s patient journey. The rollout included:

  • AI-driven online booking that matches patients with the right provider and optimizes pre- and post-surgical touchpoints.
  • Automated engagement across SMS, voice, chat, and email—tailored to each patient’s journey and powered by machine learning.
  • Real-time analytics to optimize surgical scheduling, reduce last-minute cancellations, and fine-tune messaging.
  • Seamless integration with EHR and practice management systems for a unified, intelligent operational flow.

Results

In just 12 months, Coastline achieved:

Metric Outcome

No-show rate 72% reduction

Last-minute cancellations Down by 6% with better rescheduling flows

Online bookings-Increased by 30%

Inbound calls-Decreased by 72% thanks to Voice AI agent Luna

Patient satisfaction-Rose to 97% (survey score: 4.7/5)

Digital adoption-83% of patients now prefer digital-first interactions

Surgical scheduling-Improved provider utilization from 36% to ~9% variability

“With Steer, we could finally focus on what matters—patient care. Everything else just worked smarter.”


— Dr. Payam Farjoodi, CMO, Coastline Orthopedic Associates

Story

For over a century, Saint Mary’s Health Network stood as a beacon of trust and care in Northern Nevada. With over 380 beds and more than 50 providers, it had built a reputation for clinical excellence and community service. But as the health system grew, so did the cracks in its patient experience. Behind the scenes, staff were stretched thin. Patients were frustrated. The once seamless system was struggling to keep up with the demands of a modern healthcare environment.

At the heart of the problem was a fragmented patient journey. Booking an appointment was difficult, with call centers overwhelmed and average hold times stretching to nearly an hour. Staff shortages made matters worse, and critical steps like annual wellness visits were being missed—leading to poor quality scores and penalties from payer plans. Meanwhile, the emergency department had turned chaotic, with no effective way to manage patient flow. Despite having a team deeply committed to care, Saint Mary’s was losing patients, time, and revenue.

That’s when they turned to Steer Health.

The leadership team at Saint Mary’s knew they needed more than just another tool. They needed a complete transformation of how patients accessed care and how staff delivered it. Steer Health brought exactly that. With intelligent automation and a deep understanding of healthcare workflows, Steer stepped in to redesign everything from patient intake to follow-up—starting with a powerful new digital front door.

Now, patients could book, reschedule, or cancel appointments anytime—online, by text, or through voice assistants. Staff no longer had to manually manage every call, because the digital platform worked around the clock. What used to be a disconnected experience across different departments was now unified. Primary care, emergency services, specialists—all were linked through guided patient navigation that kept people moving forward in their care journey.

Emergency care, too, got a much-needed overhaul. With Steer’s GetCareNow tool, patients could see ER wait times, register from home, and arrive knowing exactly what to expect. It was a shift from chaos to clarity. And the results followed quickly.

In just six months, the no-show rate dropped from a staggering 22% to just 5.2%. In a single facility, nearly 3,000 appointments were booked digitally. Most patient requests after hours were now handled by the system itself—no waiting, no frustration. Positive reviews soared to 94%, and one site alone welcomed over 2,000 new patients, many of whom had higher-value insurance coverage. In the emergency department, every 50 patients saved staff an average of eight hours of time, thanks to smarter intake and communication.

Saint Mary’s saw not only smoother operations, but a clear path to sustainable growth. With Steer, they gained more than automation—they gained a partner that helped them reimagine what healthcare delivery could look like. And as they now plan to extend this transformation to referrals, revenue workflows, and broader care coordination, the team is seeing that the future of care isn’t just digital—it’s intelligent, seamless, and deeply human.

As CEO Derrick Glum put it best: “Our priority is to provide patients with an exceptional experience. Steer helps us do that—even before they walk through the door.”

Acquire

Turn every digital Interaction into a high-converting entryway.

Navigate

Guide patients to the best next step, boosting loyalty.

Automate

AI agents manage repetitive tasks for your team.

The AI Engine That Supports Clinical Judgement

Steer Health enhances patient care in healthcare settings. Our solutions streamline workflows and empower teams to improve patient outcomes.

Testimonial

We have seen improved volume, revenue, streamlined workflows and expanded patient offerings to ensure timely access to care.

Dr. Kavitha Bhatia


Chief Medical Officer of Strategy, Prime Healthcare

Testimonial

Patients are far more comfortable. Offices are far more comfortable. We began to look at this technology a number of years ago, and there was a lot of resistance because we do feel that there is definitely a human component required in healthcare delivery. But the majority of the heavy lifting, the hard work, the scheduling, the return of phone calls, benefits, and all the clerical stuff does not require direct physician care, nursing care, or even the care of allied health professionals. It really can be done through a well-designed digital platform like Steer Health.

Ledford Powell, MD, FACS, FCCP

President, Pacific Thoracic Surgeon, Laguna Hills, CA

Testimonial

What we found with the adoption of the Steer platform is we were able to quickly realize efficiencies on getting provider engagement, staff engagement, and patient engagement. This led to the opportunity to focus on those tasks that digital solutions can’t solve. As a result, our patients are now prepped better for their visits.

Payam Farjoodi MD

Robotic and Minimally Invasive Spine Surgeon OrthoWest, Fountain Valley, CA

Testimonial

Our priority is to provide patients with an exceptional experience, and that includes the ability for patients to schedule an appointment online and wait safely at home. We know life is busy, and our team of caregivers in the emergency room is honored to ease the stress involved in these situations. We always strive to deliver the very best care.

Derrick Glum

CEO of Saint Mary’s Health Network

Testimonial

We've renewed emphasis on recruitment, retention, and creating an environment of a culture of inclusion, yet accountability. We're measuring productivity standards, and creating workflows that promote efficiency, understanding that we have to retain costs, and leveraging technology where applicable. Steer supported us in those efforts: to automate and create more functional workflows that take away that burden on our staff, which are already limited and overwhelmed.

Sunny Bhatia, MD, MMM, FACHE, FACC, FSCAI

CEO, Region I Corporate Chief Medical Officer, Prime Healthcare

Testimonial

We compared the average door-to-provider wait times for patients from hospitals nationwide, apples to apples. After waiting from the comfort of home, 8 out of 10 patients using GetCareNow wait less than 15 minutes in the ER waiting room before seeing a health care provider. Less than 18 percent of general ER visitors nationwide are seen within that time frame, and the national door-to-provider average wait time is approximately 90 minutes, according to data found in the 2019 Harvard Business Review.

Farzad Massoudi, M.D., F.A.C.S.

President, Orange County Neurosurgical Associates, Laguna Hills, CA

Testimonial

I like how easy it is to see if patients have confirmed their appointments. The ability to text in real-time without disturbing PTS day. I also like the referral campaign feature. Steer allows us to interact with patients in a way that saves the patient time and allows our office to get our questions answered sooner than a phone call would so that we can respond to patient requests as fast as possible.

Jennifer M

Neurology Associates of Texas

Testimonial

The past three years coming out of the COVID pandemic, have placed a lot of strain on health care systems, medical groups, as well as hospitals, as we try to serve our patient’s needs in a safe and convenient manner. So one source of immense help has been these advanced technological platforms utilizing AI like Steer Health. And with these, we were able to streamline a lot of these administrative tasks while making things convenient for the patients.

Dr. Vinnie Sharma

VP of Medical Groups, Prime Healthcare

Testimonial

Steer has brought an efficient customer support service no matter how many requests our team may have, allowing us to solve many issues of each patient in a personalized way!

Rebecca J

Kansas City Family Medical Care

Testimonial

We switched to Steer Health from PatientPop because we needed to update our website, and we also wanted more control over our own site. There is currently better support in the Steer team. We are happy with the new design and the ability to make some minor edits ourselves which saves time.

Debbie Katz

Accounting Manager at Tayani Institute

Testimonial

GetCareNow is a tremendous resource for patients and staff at Saint Mary’s Regional Medical Center. It allows for increased transparency, planning, and preparedness – all crucial elements of emergency care. Saint Mary’s Regional Medical Center is thrilled to offer this service to patients and community members and remains dedicated to delivering compassionate, quality care to all.

Mark Reece, MPH, MBA

Director of Business Development, Marketing, and Communications Saint Mary's Health Network

Testimonial

If I'm a consumer, I want an Amazon-like experience, where I can go online and schedule my appointment or get my results or pay my bill – resolve all of those things immediately. And that's what we've been able to do with this partnership with Steer Health.

Amy Searls

Chief Experience Officer, Prime Healthcare

Dr. Kavitha Bhatia

Ledford Powell, MD, FACS, FCCP
Payam Farjoodi MD
Derrick Glum
Sunny Bhatia, MD, MMM, FACHE, FACC, FSCAI
Farzad Massoudi, M.D., F.A.C.S.
Jennifer M
Dr. Vinnie Sharma
Rebecca J
Debbie Katz
Mark Reece, MPH, MBA
Amy Searls

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