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A digital transformation for a modern surgical group

OC Surgeons partnered with Steer Health to grow their surgical practice and build a strong digital presence. Through website modernization, digital engagement, and AI-powered automation, the clinic significantly improved appointment access, reduced manual workload, and achieved a 99% patient satisfaction rate—positioning itself as a modern leader in Orange County healthcare.

A CONVERSATION WITH

Dr. Kavitha Bhatia

Dr. Kavitha Bhatia

Chief Medical Officer of Strategy

Client
About CaseStudy

About

How OC Surgeons boosted patient satisfaction to 99% and drove 1,500+ online interactions in 6 months.

INDUSTRY

Healthcare – Orthopedic Surgery

Company Size

21 Surgeons

Headquarters

Laguna Hills & Mission Viejo, California

Key features

Acute Care

Emergency

Wellness

Outpatient Services

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Challenge

  • Difficulty driving new patient acquisition
  • Poor online presence and outdated digital workflows
  • High call volume and administrative burden
  • Limited visibility into patient feedback and reputation metrics

OC Surgeons asked:

  1. How can we attract more patients digitally?
  2. How can we improve satisfaction and loyalty?
  3. How can we reduce admin work and missed revenue?

Solution

Steer Health implemented a full-stack digital engagement platform to transform OC Surgeons’ patient experience and operational efficiency:

  • Modernized the website and optimized it for SEO
  • Introduced AI-powered online scheduling and 2-way SMS
  • Deployed 24/7 chatbot and e-registration to reduce manual work
  • Launched review automation and marketing campaigns to drive awareness
  • Centralized patient experience (PX) tools for reputation management

Results

Impact Area Result

⭐ Patient Satisfaction : 99% satisfaction rate (228 positive reviews)

👨‍⚕️ New Patient Growth : 91 appointment requests → 81 new patients

🌐 Digital Engagement : 1,506 profile interactions in 6 months

⏬ Admin Load Reduction : Reduced phone dependency via chatbot & e-reg

🔍 Online Visibility : 782 website clicks, 206 calls, 518 directions

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.”

Looking Ahead

With FastTrackCare and Steer Health’s digital platform in place, Desert Valley Urgent Care is
now positioned to:

  • Scale outreach to new commercial patients
  • Continue reducing in-person bottlenecks through smarter triage
  • Expand AI usage to include follow-ups, check-in automation, and reminders
  • Improve visibility into peak hours with time-of-day analytics
  • The journey from urgent to optimized care has begun—and it’s only getting smarter from here.

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

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

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

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

Dr. Kavitha Bhatia

Amy Searls
Dr. Vinnie Sharma
Payam Farjoodi MD

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Join & Grow

19.8M

Patients

35K+

Clinicians Served

35

States Covered

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