Voice-led, omnichannel by design. One conversation, one record, whatever channel the patient chooses.
Inbound referrals arrive by fax, portal, email, and EHR, then wait. Hours or days pass before anyone reaches the patient. The referring physician never hears back. Leakage climbs, the specialty calendar stays soft, and a relationship that took years to build quietly erodes.
This is the same Steer cycle, capture, book, collect, return, pointed at one place demand leaks worst: the inbound referral.
Fax, EHR, email, and portal referrals are captured and structured automatically, no manual entry.
Steer contacts the referred patient within 30 minutes, while intent and urgency are highest.
The appointment is scheduled in the same outreach, respecting the specialty's rules.
The referring physician receives confirmation within 24 hours, reinforcing the relationship.
Fax to portal, all captured and normalized automatically.
The patient hears from you before they reconsider.
The referring PCP always knows what happened next.
Modeled on specialty group volumes.
referral leakage
reached within 30 minutes
referral-to-visit conversion
“Steer connects every touchpoint into one record, so a referral never falls through the cracks and the referring physician always sees the outcome.”
Steer remembers every patient across every interaction, so each step hands off to the next. Capture leads to booking, booking to documentation, documentation to recall. One system that finishes the job, instead of point tools that forget the patient in between.
About referral capture, 30-minute patient contact, and PCP loop closure.
Referral leakage occurs when a patient is referred to a specialist or facility but ends up being seen elsewhere — or not seen at all — often because the receiving practice was too slow to contact them. Referral leakage costs health systems millions in lost downstream revenue annually. Steer Health eliminates referral leakage by contacting referred patients within 30 minutes and booking on the spot, before patients have time to find an alternative.
Steer Health's referral management system ingests faxed referrals electronically, extracts patient and clinical information automatically, and immediately triggers Luna to contact the patient within 30 minutes. The referral is logged, tracked, and the status is communicated back to the referring provider — all without any manual referral coordinator involvement.
Steer Health closes the referral loop — from referral receipt to booked appointment and notification back to the referring provider — within 24 hours for the majority of referrals. The referring PCP receives automated status updates when the patient is contacted, when the appointment is booked, and when the specialist visit occurs, maintaining full visibility without phone tag between offices.
Health systems and specialty practices lose millions in downstream revenue annually to referral leakage — patients who are referred but never book, because the receiving practice was too slow to make contact. Patients who are not contacted within 30 minutes of referral receipt are significantly more likely to book elsewhere or not at all. Steer Health makes 30 minutes the default, not the exception — across every referral source, every specialty, and every hour of the day.
Steer captures inbound referrals from fax, EHR message, email, portal, and direct phone contact — unifying every source into a single workflow. Faxed referrals are ingested electronically and patient information is extracted automatically. EHR-routed referrals trigger the workflow immediately. No referral sits in a queue. The moment a referral arrives, the clock starts.
Luna contacts the referred patient within 30 minutes of referral receipt — introducing the practice, answering questions, verifying insurance, and booking the appointment in the same call. There is no delay waiting for a coordinator to get off another call. There is no batch processing of the day's referrals at 3 PM. Every referral is a live trigger. The 30-minute standard is maintained whether the referral arrives at 8 AM or 11 PM.
Referring physicians stop sending referrals to practices that do not communicate. Steer automatically sends referral status updates to the referring provider — when the patient is contacted, when the appointment is booked, and when the specialist visit occurs — all within 24 hours of referral receipt. The referral relationship is maintained through automated, consistent communication, without phone tag between offices.
Every referral processed through Steer is tracked in real time — logged, timestamped, and visible at every stage. Patient access directors see referral conversion rates by source, time-to-contact metrics, and booking rates. Prior auth is initiated at referral receipt, so financial clearance runs in parallel with booking. In-network referral management ensures patients are retained within the system rather than lost to competitors.
Book a 30-minute demo and we will model your recoverable revenue against your own volumes, before you commit to anything.