Referrals

Capture every referral. Close every loop.

Steer ingests inbound referrals from fax, EHR, email, and portal, reaches the patient within 30 minutes, books the visit, and closes the loop back to the referring PCP within 24 hours, so leakage stops and relationships strengthen.

See how it works
Modeled for a specialty group
Referrals reached in 30 min100%
Referral leakage reduction-44%
PCP loop closed in 24 hrs96%
Referral-to-visit conversion+37%
Voice AI, answering liveunified withSMSWeb chatWeb formsPatient portalEmailAd channels

Voice-led, omnichannel by design. One conversation, one record, whatever channel the patient chooses.

The problem

A referral sitting in a fax queue is a patient walking to a competitor.

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.

How it works

This is the same Steer cycle, capture, book, collect, return, pointed at one place demand leaks worst: the inbound referral.

01
Ingest from every source
Fax, EHR, email, and portal referrals are captured and structured automatically, no manual entry.
02
Reach the patient fast
Steer contacts the referred patient within 30 minutes, while intent and urgency are highest.
03
Book the visit
The appointment is scheduled in the same outreach, respecting the specialty's rules.
04
Close the loop with the PCP
The referring physician receives confirmation within 24 hours, reinforcing the relationship.
What makes it different

Referral capture that protects the relationship.

📠
Any source, structured
Fax to portal, all captured and normalized automatically.
⏱
30-minute reach
The patient hears from you before they reconsider.
⇄
Loop closed
The referring PCP always knows what happened next.
Impact

What referral capture looks like.

Modeled on specialty group volumes.

-44%
referral leakage
100%
reached within 30 minutes
+37%
referral-to-visit conversion
Proof

“Steer connects every touchpoint into one record, so a referral never falls through the cracks and the referring physician always sees the outcome.”

Jennifer Hagerman
Chief Growth Officer, Forum Health
Why nothing falls through the cracks
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.

See it run on your numbers.

Book a 30-minute demo and we will model your recoverable revenue against your own volumes, before you commit to anything.