A practical guide to answering every call, web form, ad click, and referral, then booking in the same conversation, with closed-loop attribution on every acquisition dollar.
How to detect open slots in real time and fill them before they age, without staff chasing waitlists by hand.
Eligibility, estimates, and payment at intake. A checklist for tightening the revenue cycle without adding friction.
From inbound referral to booked appointment, the steps to capture, route, and convert high-value volume automatically.
What a fast, low-risk rollout looks like, and how to get clinicians and staff on board from day one.
A repeatable system for returning lapsed patients and driving annual visits across the panel.
The handful of numbers that show whether your front door is actually working, and how to track them.
Book a demo and we'll walk through the playbook that fits your specialty, your volumes, and your stack.
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.
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.
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.
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.