The Patient Success Platform

Connect the access, operational, clinical, and financial journeys to attract, guide, and keep patients.

Build your demo How it works

Patient Scheduling

We have an earlier appointment time available at 8AM on July 11!

Conversational Messaging

I'll take it

Operational and Clinical Forms

We're looking forward to seeing you today! It's time to check in and complete your new patient paperwork: lumaform.io

Financial Journey

Your visit copay today will be $31.90. Click here to pay: hvh.com/payment

Patient Scheduling Conversational Messaging Operational and Clinical Forms Financial Journey

Attract patients and keep schedules full

Patient Scheduling

Text and web scheduling

Rules-based, EHR-integrated scheduling guides patients to the right time for them, with the right provider.

Referrals

Interactive notifications let patients know when they've been referred, book, and get real-time confirmation. Providers are in the loop at every step.

Smart waitlist

Patients on the waitlist automatically get offers that match the appointment type they’re looking for.

Actionable reminders

Automatic, customized reminders integrated with your EHR schedule get more patients in the door and reduce no-shows.

Cancellation management

Luma responds to cancellations with upcoming slots that match the original — all the patient has to do is choose one.

Simplify the financial experience, for everyone

Financial Journey

Payment (+ support for more EHRs coming soon)

Remind patients to pay, then collect payments via forms, 1:1 chat or the EHR using Instamed, Salucro, PayPal, or credit card.

Verification (Coming soon)

Reduce financial risk, increase revenue and streamline staff workflow with real-time insurance eligibility verification.

Eligibility (Coming soon)

Electronic prior auth and a guided workflow that auto-fills payer data makes sure patients are ready for care when they arrive.

Estimates (Coming soon)

Offer patients billing transparency with estimates at scheduling.

Have text-first conversations anywhere, anytime

Conversational Messaging

Patient-initiated texting

New and existing patients can start the conversation with your organization.

Broadcast

One-to-many outreach lets you update patients about closures, tell them about new service lines, or remind them about due care.

Feedback and reputation management

Patients are automatically encouraged to share feedback, helping you improve and boosting positive online reviews.

Secure patient-provider chat

Providers securely two-way chat with patients, web-to-text.

Multilingual messaging

Let patients engage with their care in 20+ languages, including Spanish, Mandarin, Bengali, and Khmer.

Guide patients and prepare them for care

Operational and Clinical Forms

EHR Forms™

Intake data – new patient packets, prior auths, consents, and more – flows directly to your EHR via open standards and CCDA exchange.

Mobile check-in

Mobile check-in simplifies appointment day: patients text when they arrive, get updates from staff members, complete forms, and even video chat with staff or providers.

Patient intake

Online, mobile-first patient intake makes appointment day simpler for patients and gives providers information ahead of time.

Health risk assessments

Patients can automatically get the right health screenings and assessments – for example, for cancer or diabetes risk – via HIPAA-compliant text or email. Responses are stored in your EHR.