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Referral Automation

Referral Automation

Referral Automation

By Steer Health

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Select which hospital or health system you work at and see a personalized match score.


Amplify your staff productivity with Steer Health's referral automation, and book more referrals. 

Steer automates the process of intercepting incoming referral requests, notifying patients, and even scheduling their appointments.

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Key Clients
Clients Your Size
0 People
1 Organization
EHR integration


Not applicable

EMR Integration & Relevant Hardware:

Not applicable

EMRs Supported:

Not applicable

Hardware Compatibility:

Desktop, Mobile / Tablet (web optimized)


  • Analyzing the Incoming Referrals: Steer is equipped with the ability to intercept your digital fax messages to read information about an incoming referral. You can view all your referrals on the platform in an organized format – no extra steps are needed!
  • Contacting Patients For You: More often than not, patients don’t receive callbacks after they’ve been referred for a specialist consultation. Steer can automatically pull in the patient’s phone number and other contact details from the fax received and reach out to them via 2-way SMS, email, or even voice.
  • Handling Referral Leakage: It has been estimated that the average hospital loses 10-30 percent of its revenue to patient referral leakage. By automating the process, you can save time and maintain profitability without the worry of getting things done.
  • Optimizing Patient Intake: Once an appointment is booked, patients are prompted to fill out the intake form, update their insurance information, and make online payments when needed as part of the onboarding process.
  • Eliminating Staff Interference: Your staff doesn't have to go through the trouble of cross-referencing free appointment slots. Moreover, the patient can firm their appointment automatically via 2-way SMS.
  • Intercepting Faxes: Eliminate the need to read through referral faxes and manually enter information into your system. Steer automatically ports the patient contact information and prompts patients to schedule and confirm appointments.
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Use cases


None provided


Differentiators vs EHR Functionality:
  • Simplified User Experience
  • Healthcare Purpose-Driven UX
  • Personalized Self-Service Tools 
Differentiators vs Competitors:

None provided

Company information

Founded in 1970

Select which hospital or health system you work at and see a personalized match score.

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