WORKFLOW LIBRARY

Your pre-built library of
proven workflows

Built for health systems. Tested at scale.

Explore the Workflow Library
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USE CASES

Explore the workflow library

A vast, ready-to-deploy library of AI-native workflows to streamline operations across referrals, care coordination, patient acquisition, access centers, and more—with zero heavy lifting.

Browse by use case

Referral Management

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referral management

Automated referral triage

Sort, merge, and prioritize referrals.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(2).png

referral management

Referral status updates

Keep patients and providers informed.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-comms.png

referral management

Closed-loop communication

Reduce abandoned referrals and lost revenue.

Contact & Access Center

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(3).png

Contact & Access Center

Priority routing

Automatically direct patients to the right agent or resource.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2027010.png

Contact & Access Center

Identity & CRM integration

Reduce verification friction.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(4).png

Contact & Access Center

After-hours handoff

Ensure seamless patient support.

Quality & Compliance

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(5).png

Quality & Compliance

HEDIS & Vizient quality measure workflows

Meet compliance with ease.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(6).png

Quality & Compliance

Readmission reduction

Automate interventions for at-risk patients.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-cost.png

Quality & Compliance

Cost transparency & education

Improve patient trust and engagement.

Service Line Optimization

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(7).png

Service Line Optimization

Surgical pre-op clearance

Automate intake and ensure compliance.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(8).png

Service Line Optimization

Urgent care queuing & ED wait-time estimation

Improve patient flow.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(9).png

Service Line Optimization

Oncology & cardiology waitlist management

Optimize scheduling.

New Patient & Acquisition

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(10).png

New Patient & Acquisition

Smart eCheck-in & onboarding

Guide patients effortlessly through their first visit.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-targeteq.png

New Patient & Acquisition

Targeted acquisition workflows

Fill high-value new provider slots.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-personalization.png

New Patient & Acquisition

Personalized system orientation

Reduce patient confusion & increase retention.

Care Coordination & Chronic Care

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(11).png

Care Coordination & Chronic Care

Bi-directional care team messaging

Enable seamless collaboration.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-RPM.png

Care Coordination & Chronic Care

Remote patient monitoring (RPM) automation

Ensure adherence & follow-ups.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2027011.png

Care Coordination & Chronic Care

Fall prevention workflows

Reduce readmissions & adverse events.

Referral Management

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(1).png

referral management

Automated referral triage

Sort, merge, and prioritize referrals.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(2).png

referral management

Referral status updates

Keep patients and providers informed.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-comms.png

referral management

Closed-loop communication

Reduce abandoned referrals and lost revenue.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(3).png

Contact & Access Center

Priority routing

Automatically direct patients to the right agent or resource.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2027010.png

Contact & Access Center

Identity & CRM integration

Reduce verification friction.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(4).png

Contact & Access Center

After-hours handoff

Ensure seamless patient support.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(5).png

Quality & Compliance

HEDIS & Vizient quality measure workflows

Meet compliance with ease.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(6).png

Quality & Compliance

Readmission reduction

Automate interventions for at-risk patients.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-cost.png

Quality & Compliance

Cost transparency & education

Improve patient trust and engagement.

Service Line Optimization

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(7).png

Service Line Optimization

Surgical pre-op clearance

Automate intake and ensure compliance.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(8).png

Service Line Optimization

Urgent care queuing & ED wait-time estimation

Improve patient flow.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(9).png

Service Line Optimization

Oncology & cardiology waitlist management

Optimize scheduling.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(10).png

New Patient & Acquisition

Smart eCheck-in & onboarding

Guide patients effortlessly through their first visit.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-targeteq.png

New Patient & Acquisition

Targeted acquisition workflows

Fill high-value new provider slots.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-personalization.png

New Patient & Acquisition

Personalized system orientation

Reduce patient confusion & increase retention.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Slide%2016_9%20-%201%20(11).png

Care Coordination & Chronic Care

Bi-directional care team messaging

Enable seamless collaboration.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/image-thumb-RPM.png

Care Coordination & Chronic Care

Remote patient monitoring (RPM) automation

Ensure adherence & follow-ups.

https://9046263.fs1.hubspotusercontent-na1.net/hubfs/9046263/Group%2027011.png

Care Coordination & Chronic Care

Fall prevention workflows

Reduce readmissions & adverse events.

THINK OUTSIDE THE BOX

Novel workflows, for any use case

Ready to create your own workflow? Luma's flexible, EHR-integrated platform and intuitive Workflow Builder make it easy.

Learn more about novel workflows >

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How it works in 3 simple steps

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Choose Your Workflows

Select from dozens of pre-built, high-impact workflows for your health system.

Customize & Configure

Tailor automation rules, messaging, and integrations to fit your needs.

Deploy & Scale

Go live in weeks—not months—and start seeing results immediately.

Why health systems choose Luma

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Instant ROI

Reduce staff burden and improve patient experience in weeks, not months.

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Fully Integrated

Works within your existing EHR and tech stack—no extra lift required.

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Built for Healthcare Leaders

Designed for real-world health system operations, not just tech teams.

Join leading health systems using Luma to cut inefficiencies and improve patient care.

Talk to an expert
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