Voice-led, omnichannel by design. One conversation, one record, whatever channel the patient chooses.
Incomplete registration slows the front desk and delays care. Eligibility surprises become denials. And the patient balance that was easy to collect at check-in becomes a statement, then a second statement, then a write-off. The process is mechanical and repetitive, exactly the work that gets deprioritized when staff are stretched.
This is the same Steer cycle, capture, book, collect, return, applied to intake and collection. Steer automates the process; patients enter their own payment details directly and securely.
Intake forms, history, and consents are completed ahead of time, so patients arrive ready and the front desk is freed.
Coverage and benefits are confirmed before the visit, turning surprises into known, collectable amounts.
Patients get a clear, upfront view of what they owe, so there are no surprises at the point of service.
Steer prompts secure point-of-service and pre-visit collection, when patients are most likely to pay.
Registration done before the patient walks in.
The easiest dollar to collect, captured before it ages.
Eligibility and estimates clear up front, for patient and practice.
Modeled on a 5-provider practice.
pre-visit registration completion
point-of-service collection
average days to payment
“Steer is the AI infrastructure that lets us scale care without scaling headcount, with streamlined workflows from intake through collection.”
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 patient intake, eligibility verification, and point-of-service collection.
Steer Health sends automated pre-visit registration requests to patients via SMS or email — collecting demographics, insurance information, and consent forms before they arrive. Registration is completed on the patient's phone in minutes, eliminating front-desk paperwork at check-in and allowing staff to focus on care rather than data entry.
Steer Health's Apex agent verifies insurance eligibility before the visit and presents the patient with their estimated out-of-pocket cost. Patients can pay their balance online before arriving, at check-in via a payment link, or after the visit through automated SMS or voice follow-up. This approach significantly increases point-of-service collection rates and reduces the cost of collections compared to post-visit billing.
Pre-visit eligibility verification confirms a patient's insurance coverage and benefits before their appointment — ensuring the care team knows exactly what the payer will cover, what the patient owes, and whether any prior authorization is needed. Steer Health's Apex agent runs real-time eligibility checks for 50,000+ verifications monthly, eliminating the surprise denials and claim delays that result from assuming coverage.
Registration delays, insurance errors, and outstanding balances that slip through the visit are three of the most predictable revenue leaks in healthcare operations — and all three are preventable with AI automation at the point of access. Steer Health's registration and payment platform automates pre-visit intake, verifies eligibility before the visit, and drives point-of-service collection, eliminating the friction that delays care and the administrative overhead that allows payments to escape.
Steer sends automated pre-visit registration requests to patients via SMS or email — collecting demographics, insurance information, and consent forms before they arrive. Registration is completed on the patient's phone in minutes, eliminating front-desk paperwork at check-in. OC Surgeons achieved a 1.19% no-show rate and 99% patient satisfaction using Steer's integrated registration workflow. Coastal Ortho reduced no-shows from 22% to 5.2%.
Apex verifies every patient's insurance coverage and benefits before the visit — confirming what the payer will cover, what the patient owes, and whether prior authorization is required. 50,000+ verifications monthly across live deployments, eliminating surprise denials and claim delays. Every patient arrives verified. Every provider knows the financial picture before the encounter begins.
Outstanding balances are easiest to collect before the visit, when the patient is motivated to attend. Steer presents patients with their estimated out-of-pocket cost at registration and enables payment via secure link before they arrive. Balances that would otherwise accumulate as accounts receivable are collected upfront, reducing collection costs and improving cash flow without adding billing staff.
Patients who do not pay before the visit can pay at check-in via payment link, or through automated SMS or voice follow-up after the visit. Steer's collection approach significantly increases point-of-service collection rates compared to traditional post-visit billing cycles. Revenue that would sit in AR for 60 to 90 days is collected within days of the encounter.
Book a 30-minute demo and we will model your recoverable revenue against your own volumes, before you commit to anything.