Tranform manual workflows and electronic faxes into into faster care for patients and click-to-verify ease for staff. Fax Transform completes manual steps behind the scenes in seconds, parsing discrete data and classifying faxes with Luma's AI capabilities, Spark. From there, automated follow-up connects refer patients to care, saves time for staff, and brings in more revenue. 

Fax Transform eliminates the backlog by:

• classifying and routing faxes by type and urgency, using your business logic
• parsing faxes for discrete data and flagging incomplete data for staff
• closing the loop with patients and provideers as needed 

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 600 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.

SteerNotes streamlines clinical documentation by using ambient AI to capture encounters and generate accurate, structured notes that align with hospital workflows. 

Providers can finalize and submit documentation directly into the EHR, reducing manual data entry and improving encounter-close times.

Each completed note includes an auto-generated care plan with recommended follow-ups, diagnostic needs, and patient instructions, which can be shared digitally to support adherence and continuity of care. A built-in clinical co-pilot allows clinicians to ask natural-language questions, identify missed opportunities, and refine documentation in real time.

SteerNotes is available across desktop, iPhone, and iPad, with an offline mode that supports documentation even in low-connectivity environments. Notes securely sync once a connection is restored. A real-time network indicator improves reliability by helping users understand local connectivity issues during documentation.

SteerNotes reduces administrative burden, improves clinical accuracy, and empowers clinicians to focus more time on patient care and less on after-hours charting

Steer Health is an AI-powered growth and automation platform for hospitals and healthcare organizations. Steer's mission is to drive revenue acceleration and cost savings by reducing the burden on healthcare professionals. With innovative solutions designed to streamline patient acquisition, retention and enhance care, Steer Health is at the forefront of transforming the healthcare landscape.

How Fax Transform Is Different

Audience: Health systems and clinics buried under referral faxes.

Problem: Most fax automation tools only digitize documents, but they don’t actually move fax documents forward into care.

1. Goes Beyond OCR

Competitors usually stop at scanning and text recognition. Fax Transform not only extracts data but also routes it directly into the EHR, triggering scheduling workflows instead of leaving staff with piles of PDFs.

2. Built for Referrals, Not Just Documents

Other tools are generic document ingestion. Fax Transform is tailored to referral intake — pulling out referring provider info, reason for visit, insurance, and patient contact details — and starting the patient’s journey right away.

3. From Fax to First Visit

Competitors handle “fax to file.” Fax Transform connects intake with patient scheduling, outreach, and reminders so referrals don’t fall through the cracks.

4. Staff Time Savings

Most products reduce manual typing. Fax Transform eliminates follow-up calls, duplicate entry, and referral chasing — freeing staff to focus on patients rather than paperwork.

5. Configurable, Not Custom-Coded

Many competitors require heavy IT lift to map forms and build workflows. Fax Transform uses pre-built healthcare templates and low-code tools so clinics can adjust quickly without waiting on vendors.

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