WORKFLOW LIBRARY
Your pre-built library of
proven workflows
Built for health systems. Tested at scale.



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.
Referral Management
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referral management
Automated referral triage
Sort, merge, and prioritize referrals.
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referral management
Referral status updates
Keep patients and providers informed.

referral management
Closed-loop communication
Reduce abandoned referrals and lost revenue.
Contact & Access Center
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Contact & Access Center
Priority routing
Automatically direct patients to the right agent or resource.

Contact & Access Center
Identity & CRM integration
Reduce verification friction.
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Contact & Access Center
After-hours handoff
Ensure seamless patient support.
Quality & Compliance
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Quality & Compliance
HEDIS & Vizient quality measure workflows
Meet compliance with ease.
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Quality & Compliance
Readmission reduction
Automate interventions for at-risk patients.

Quality & Compliance
Cost transparency & education
Improve patient trust and engagement.
Service Line Optimization
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Service Line Optimization
Surgical pre-op clearance
Automate intake and ensure compliance.
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Service Line Optimization
Urgent care queuing & ED wait-time estimation
Improve patient flow.
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Service Line Optimization
Oncology & cardiology waitlist management
Optimize scheduling.
New Patient & Acquisition
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New Patient & Acquisition
Smart eCheck-in & onboarding
Guide patients effortlessly through their first visit.

New Patient & Acquisition
Targeted acquisition workflows
Fill high-value new provider slots.

New Patient & Acquisition
Personalized system orientation
Reduce patient confusion & increase retention.
Care Coordination & Chronic Care
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Care Coordination & Chronic Care
Bi-directional care team messaging
Enable seamless collaboration.

Care Coordination & Chronic Care
Remote patient monitoring (RPM) automation
Ensure adherence & follow-ups.

Care Coordination & Chronic Care
Fall prevention workflows
Reduce readmissions & adverse events.
Referral Management
.png)
referral management
Automated referral triage
Sort, merge, and prioritize referrals.
.png)
referral management
Referral status updates
Keep patients and providers informed.

referral management
Closed-loop communication
Reduce abandoned referrals and lost revenue.
.png)
Contact & Access Center
Priority routing
Automatically direct patients to the right agent or resource.

Contact & Access Center
Identity & CRM integration
Reduce verification friction.
.png)
Contact & Access Center
After-hours handoff
Ensure seamless patient support.
.png)
Quality & Compliance
HEDIS & Vizient quality measure workflows
Meet compliance with ease.
.png)
Quality & Compliance
Readmission reduction
Automate interventions for at-risk patients.

Quality & Compliance
Cost transparency & education
Improve patient trust and engagement.
Service Line Optimization
.png)
Service Line Optimization
Surgical pre-op clearance
Automate intake and ensure compliance.
.png)
Service Line Optimization
Urgent care queuing & ED wait-time estimation
Improve patient flow.
.png)
Service Line Optimization
Oncology & cardiology waitlist management
Optimize scheduling.
.png)
New Patient & Acquisition
Smart eCheck-in & onboarding
Guide patients effortlessly through their first visit.

New Patient & Acquisition
Targeted acquisition workflows
Fill high-value new provider slots.

New Patient & Acquisition
Personalized system orientation
Reduce patient confusion & increase retention.
.png)
Care Coordination & Chronic Care
Bi-directional care team messaging
Enable seamless collaboration.

Care Coordination & Chronic Care
Remote patient monitoring (RPM) automation
Ensure adherence & follow-ups.

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.


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

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.