Steer Health Features
Information Flow (3)
Patient Case Management
Synchronizes patient information throughout the entire org for up-to-date and consistent patient data/knowledge share.
Referrals Management
Tracks patient referrals, from before and during delivery of care, to coordinate care across specialties, departments, and facilities.
Records Management
Mines and collects patient data from EHRs and other patient databases (e.g. provider credentialing) to generate and maintain detailed, centralized patient profiles.
Patient Experience (4)
Dashboards & Reporting
Produces reports and tracks patients based on identifiable segments including demographics, psychographics, high-risk health issues, etc.
Team Management
Automates administrative operations and facility and staff performance; can provide insights into patient satisfaction.
Secure Communications
Ensures health care systems are in compliance with industry regulations when communicating with patients no matter what the communication channel.
Patient Experience Management
Provides organizations with the tools to optimize patient experience efforts
Platform (8)
User Authorization - HIPAA Compliant Messaging
Allows administrators to set up and implement any levels of authorization required to send and receive secure messages
Compliant Texting - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted text messages
Compliant Emailing - HIPAA Compliant Messaging
Facilitates the receiving and sending of secure and encrypted emails
Clinical Communication - HIPAA Compliance
Facilitates communication between health care professionals
HIPAA Compliance - HIPAA Compliant Messaging
Aligns and complies with HIPAA regulation and standards
Operating Systems - HIPAA Compliant Messaging
Supports desktop, iOS, and Android operating systems
Message Lifespan - HIPAA Compliant Messaging
Allows the determination and assignment of the lifespan of a delivered message
Workflow Enhancement - HIPAA Compliant Messaging
Enhances clinical workflows
Patient Convenience (5)
Tablets and Kiosks
Provides integration with a hardware offering to facilitate patient intake process
Payment Collection
Facilitates the collection of copays and direct payments
Form Workflow
Guides patients with certain diagnoses through other relevant forms upon completion of initial intake form
Patient Check-in
Streamlines the check-in workflow and experience
Mobile Patient Intake
Enables patients to complete intake forms on their personal mobile devices
Administration (6)
Patient Data Transfer
Streamlines the secure transfer of patient data information from the electronic patient intake form to an existing EHR or other form of patient information database
HIPAA Compliance
Ensures compliance with HIPAA security and encryption regulation
Insurance Credentialing
Runs and verifies patients' health care insurance
ID Verification
Runs and verifies patient information cards
Appointment Scheduler Integration
Seamlessly integrates with digitized online appointment booking solution
E-Signature
Captures patients' electronic signatures
Operations (7)
Workflow Management
Enhances clinical workflows
Interoperability
Integrates with existing medical practice solutions
Digital Intake Forms
Provides digitized intake forms both for patient and physician use
Engagement Measuring
Tracks and measures current and improved levels of patient engagement
Patient Satisfaction Management
Equips and empowers health systems with touchpoints and strategies to improve overall patient experience and patient satisfaction scores.
EHR Integration
Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
IPC Systems Integration
Integrates with interactive patient care (IPC) systems to deliver patient education and key hospital information.
Patient-Centered Functions (5)
Online Presence Management
Facilitates and optimizes the management of a medical practice's online presence (e.g. physician websites and online review platforms)
Patient Feedback Management
Equips practices with tools to capture and analyze patient feedback in order to improve patient satisfaction
Patient Portal
Facilitates and enables patient access to their personal health information and data.
Patient Communications
Streamlines the delivery of messaging between health care professional and patient.
Integration with Wearables
Integrates with medical devices and wearables to keep track of patients' health outside of appointments and visits.
Operations Management (4)
Administrative Processes
Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
Back Office Processes
Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.
Workflow Coordination
Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.
Practice Specialty Support
Tailors functionality based on specific nuances of specialty practices.
Added Efficiencies (4)
Integration with EHRs
Enables integration with electronic health records (EHRs) for effective information flow.
Compliance
Maintains practice compliance around health care mandates and regulatory requirements.
Integration with Billing Software
Enables integration with revenue cycle management (RCM), medical billing, and insurance solutions for effective recordkeeping and maintenance.
Patient Information Management
Tracks and monitors patient demographic information.
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary.
Patient Communication & Engagement (4)
Personalized Patient Outreach
Delivers targeted engagement campaigns based on patient demographics, risk factors, and behavior.
Intelligent Chatbots & Virtual Assistants
Provides AI-driven chat interfaces to answer patient questions, triage needs, and route requests.
Two-Way Patient Messaging
Enables secure, conversational messaging between patients and care teams across digital channels.
AI-Powered Appointment Reminders
Sends automated appointment reminders via SMS, email, or voice using AI to optimize timing and channel selection.
Scheduling & Access Optimization (4)
Self-Service Appointment Scheduling
Allows patients to book, reschedule, or cancel appointments through web or mobile tools.
Digital Intake & Pre-Visit Forms
Collects and validates patient information electronically prior to appointments.
AI-Based Scheduling Optimization
Optimizes provider schedules using predictive analytics to reduce gaps and overbooking.
Waitlist & Cancellation Management
Automatically fills canceled appointments using intelligent waitlist prioritization.
Care Coordination & Automation (3)
Risk Stratification & Patient Prioritization
Analyzes clinical and behavioral data to identify high-risk patients & prioritize outreach.
Automated Care Pathway Guidance
Guides patients through care journeys using AI-driven recommendations and reminders.
Referral Management
Tracks, routes, and manages referrals across providers & care settings.
Operational Intelligence & Integration (3)
Predictive No-Show Analytics
Identifies patients at risk of missing appointments using predictive models.
EHR & Practice Management Integration
Integrates with electronic health records & practice management systems to synchronize patient and scheduling data.
Operational Performance Dashboards
Provides real-time dashboards tracking engagement, access, and operational KPIs.

