REFERRALS

Getting in the door shouldn’t be so hard.

Scheduling a referral can be complex, time-consuming, and leave patients in the dark. Automated processing, outreach, and follow-up make it easier.

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“
We’re competing with huge health systems for referred patients, and we have to be nimble. The improvement in conversion we saw with Luma was shocking.”
Chuck Leider CEO
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$575,000

gained annually

from scheduled referrals

 

Read the case study >

Don't leave patients in the dark – or going elsewhere.

 

Staff have many manual steps and handoffs to process referrals. In the meantime, patients are often left wondering what’s next. Streamline staff work and give patients clarity with automated outreach. 

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HOW IT WORKS

Simple, automated next steps

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1. Kellie’s referral is created in the EHR and she is texted a confirmation

Referrals can be created by staff or via Luma’s Fax Transform.

2. Kellie is prompted to schedule

Via automated SMS with personalized self-scheduling link.

3. Kellie is reminded to schedule if needed

Luma sends SMS reminders on a cadence, or until the appointment is scheduled. 

4. Scheduled appointment closes the referral

The appointment is reflected on your EHR schedule and the referral is automatically closed in the EHR.

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1. Kellie’s referral is created in the EHR and she is texted a confirmation

Referrals can be created by staff or via Luma’s Fax Transform.

2. Kellie is prompted to schedule

Via automated SMS with personalized self-scheduling link.

3. Kellie is reminded to schedule if needed

Luma sends SMS reminders on a cadence, or until the appointment is scheduled. 

4. Scheduled appointment closes the referral

The appointment is reflected on your EHR schedule and the referral is automatically closed in the EHR.

Luma handles complexity

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Eliminate manual staff work

Less manual work, no stress. Guardrails and EHR integration keep referrals humming.

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Personalize outreach, automatically
Based on appointment details, number of past reminders, and more.

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Keep the EHR the source of truth
All changes sync in near-real-time with your EHR schedule.

Outcomes from the community

4.5
fewer days
to schedule referrals
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60%
referral conversion
with Luma

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22%
of referred patients
book via SMS
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4.5
fewer days
to schedule referrals
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Read the case study >
60%
referral conversion
with Luma

logo-loeye
Read the case study >
22%
of referred patients
book via SMS
1280px-Montefiore_logo 22
Read the case study >

Transform your faxes with the power of Spark

Transform piles of paper and electronic faxes into faster care for
patients and one-click ease for staff. Fax Transform completes hours of
manual steps behind the scenes in minutes.

Learn more about Fax Transform

POWERED BY THE PLATFORM

The start of a great patient experience

Create a great first impression and keep patients coming back for years to come with a simple,
personalized experience. Let patients know the status of the referral, ensure they schedule, and
automate follow-up to make sure they get the care they need.

Referrals

Bring in new patients

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Actionable Reminders

Empower patients with next steps

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Scheduling

Let patients book from anywhere

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Patient Communications

Reach all your patients

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Payments

Take care of financials

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Recall

Bring patients back

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Fax Transform

Simplify back-office workflows

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Front Door

Welcome patients via Navigator or LumaBot

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Waitlist

Keep patients on the schedule

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Intake

Prep patients for care

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Eligibility

Check patient's coverages

For every referral journey

Find a fit for every one of your unique patients.

 
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Ravi, 19
Student; searching for a specialist in new city
Frame-4 Ann Arbor, MI
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Receives referral during telehealth appointment
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Gets a notification when her referral is processed
Group 12971 referrals
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Receives SMS with link to schedule referral
Group 12971 Patient Self-Scheduling
 
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Connie, 50
Sprained ankle during marathon training
Frame-4 Charlotte, NC
 
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Connie, 50
Sprained ankle during marathon training
Frame-4 Charlotte, NC
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Leaves his PCP appointment
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Receives text that PCP has sent a referral
Group 12971 referrals
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Receives reminder to schedule with rendering provider
Group 12971 Reminders
 
Ellipse 156 (2)
Ravi, 19
Student; searching for a specialist in new city
Frame-4 Ann Arbor, MI

What sets Luma apart

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Install quickly and easily, at any point in your EHR lifecycle
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Configurable to support your most complex workflows
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Scale up, from wherever you start

Explore what’s possible with the Patient Success Platform™

Who we serve Build your demo

Frequently asked questions

What is an automated referral system?

An automated referral system is a means of generating and managing referrals automatically without the need for manual work. Because the entire process is automated, it saves time and makes managing referrals much more efficient.

How does Luma’s referral software simplify the patient referral process?

Luma’s software automates steps that would normally take hours. From sending automated scheduling reminders to syncing everything with your EHR, it handles the complexity behind the scenes, so your staff doesn’t have to chase patients or paperwork.

Will this software integrate with my existing EHR system?

Yes, Luma integrates seamlessly with most EHR systems. Referrals, appointments, and patient data are automatically updated in real time.

How much of the referral process is actually automated?

Our platform handles everything from sending the initial referral confirmation to scheduling reminders and follow-up messages. You can also customize the messaging and timing based on your practice’s needs so patients get the right communication at the right time.

What happens if a patient doesn’t respond to the referral reminder?

Luma keeps things moving by sending gentle reminders on a set cadence. If a patient still doesn’t respond, you can customize outreach to ensure they follow through, whether through additional reminders or manual staff intervention.

Can I track the status of patient referrals?

Yes, you’ll have full visibility into where each referral is in the process.

Will Luma’s software save my organization money?

Absolutely. By improving referral follow-through, increasing conversion rates, and reducing manual tasks, Luma can help prevent lost revenue from missed appointments. Practices using Luma have seen significant increases in referral conversion as well as a clear return on investment through smoother operations and higher patient volumes.

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