Hand-off Referrals to Artera

Artera Referrals creates automated, omnichannel referral outreach to modernize the care experience and eliminate manual referral management.

Drive Results with Referral Templates

Rapidly deploy personalized referral outreach by using turn-key, leading practice conversation templates.

• Automatically receive referrals from the EHR to trigger referral outreach from a known number on the patient’s preferred communication channel
• Customize outreach and manage message fatigue with messaging rules that abide by TCPA hours
• Reduce call center overload and increase referral conversions with throttling to improve referral conversion

Uncover Insights & Improve Efficiency

Less than half of providers have data needed to understand their own referrals.

• Access comprehensive reports on referral management and conversions
• Track analytics to understand workflow performance, engagement, and revenue outcomes
• Monitor outreach performance and uncover opportunities for higher conversions

Artera is a SaaS digital health leader redefining patient communications. Artera is trusted by 800+ healthcare systems and federal agencies to facilitate approximately 2 billion communications annually, reaching 100+ million patients.

The Artera platform integrates across a healthcare organization’s tech stack, EHRs and third-party vendors to unify, simplify and orchestrate digital communications into the patient’s preferred channel (texting, email, IVR, and webchat), in 109+ languages. The Artera impact: more efficient staff, more profitable organizations and a more harmonious patient experience.

Founded in 2015, Artera is based in Santa Barbara, California and has been named a Deloitte Technology Fast 500 company (2021, 2022, 2023, 2024), and ranked on the Inc. 5000 list of fastest-growing private companies for five consecutive years. Artera is a two-time Best in KLAS winner in Patient Outreach. 

Interactive notifications let patients know when they've been referred, book, and get real-time confirmation. Patients can receive automated reminders to finish scheduling a referral on a cadence, depending on the organization's workflows and needs. Patient bookings are integrated directly with the EHR schedule, and providers can be notified when a patient completes scheduling.

Increase rates of referral conversion to completed appointments, cut out the phone tag for staff, and streamline patient acquisition with self-service opportunities for patients.

Luma was founded on the idea that healthcare should work better for all patients. Instead of a disconnected experience, where patients are forced to be their own healthcare advocates and provider teams struggle to reach their patients, every point along the care journey should be simple, seamless, and effective. 

Luma’s Patient Success Platform™ empowers patients and providers to be successful by connecting and orchestrating all the steps in the patient journey, along with all the operational workflows and processes in the healthcare ecosystem.

Headquartered in San Francisco, Luma serves more than 650 health systems, integrated delivery networks, federally qualified health centers, specialty networks, and clinics across the United States, and today orchestrates the care journeys of more than 35 million patients.

Luma's referral workflows fill a gap left by many EHR systems; the integration of external communication tools with EHR enables end-to-end, closed-loop referrals without the manual phone calls, touch points, and reminders typically required from clinic staff.

Luma's deep integration, breadth of market-leading platform solutions, and connection across a healthcare organization's tech stack makes next steps delivered to patients and staff more informed and actionable, differentiating our platform from patient engagement and experience vendors.