Healthcare AI Guides & Playbooks | Steer
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Playbooks Built From Live Deployments
Every guide on this page was built from what actually works across Steer Health's live deployments. We publish operational frameworks for healthcare leaders implementing AI in patient access, referral management, care coordination, and prior authorization. These are implementation-ready resources, not thought leadership decks.
The Digital Front Door Playbook
A step-by-step framework for moving from a phone-tree-and-voicemail patient access model to an AI-powered access layer that answers every inquiry, books on every channel, and tracks conversion from first touch to confirmed appointment. Covers channel strategy, EHR integration requirements, call routing architecture, and the 30-day go-live timeline.
Referral Leakage Elimination
The three-step framework: unified source ingestion, sub-30-minute patient contact, and 24-hour referring provider loop closure. Built from OrthoWest's 47% surgical conversion improvement and Prime Healthcare's system-wide referral workflow. Includes workflow diagrams, EHR integration requirements, and the metrics that prove the workflow is working.
Who These Are Written For
Patient access directors, practice administrators, revenue cycle managers, and health system executives who need implementation-ready resources. Each guide specifies technology requirements, staff changes, EHR integration dependencies, and metrics to track at 30, 60, and 90 days post-implementation.