Bring in new patients
REFERRALS
Getting in the door shouldn’t be so hard.
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.
HOW IT WORKS
Simple, automated next steps
Referrals can be created by staff or via Luma’s Fax Transform.
Via automated SMS with personalized self-scheduling link.
Luma sends SMS reminders on a cadence, or until the appointment is scheduled.
The appointment is reflected on your EHR schedule and the referral is automatically closed in the EHR.
Referrals can be created by staff or via Luma’s Fax Transform.
Via automated SMS with personalized self-scheduling link.
Luma sends SMS reminders on a cadence, or until the appointment is scheduled.
The appointment is reflected on your EHR schedule and the referral is automatically closed in the EHR.
Luma handles complexity
Eliminate manual staff work
Less manual work, no stress. Guardrails and EHR integration keep referrals humming.
Personalize outreach, automatically
Based on appointment details, number of past reminders, and more.
Keep the EHR the source of truth
All changes sync in near-real-time with your EHR schedule.
Outcomes from the community
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.
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.
For every referral journey
Find a fit for every one of your unique patients.
What sets Luma apart
Explore what’s possible with the Patient Success Platform™
Frequently asked questions
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.
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.
Yes, Luma integrates seamlessly with most EHR systems. Referrals, appointments, and patient data are automatically updated in real time.
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.
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.
Yes, you’ll have full visibility into where each referral is in the process.
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.