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A digital transformation for a modern surgical group

OC Surgeons partnered with Steer Health to grow their surgical practice and build a strong digital presence. Through website modernization, digital engagement, and AI-powered automation, the clinic significantly improved appointment access, reduced manual workload, and achieved a 99% patient satisfaction rate—positioning itself as a modern leader in Orange County healthcare.

Client
About CaseStudy

About

How OC Surgeons boosted patient satisfaction to 99% and drove 1,500+ online interactions in 6 months.

INDUSTRY

Healthcare – Orthopedic Surgery

Company Size

21 Surgeons

Headquarters

Laguna Hills & Mission Viejo, California

Key features

Acute Care

Emergency

Wellness

Outpatient Services

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Challenge

  • Difficulty driving new patient acquisition
  • Poor online presence and outdated digital workflows
  • High call volume and administrative burden
  • Limited visibility into patient feedback and reputation metrics

OC Surgeons asked:

  1. How can we attract more patients digitally?
  2. How can we improve satisfaction and loyalty?
  3. How can we reduce admin work and missed revenue?

Solution

Steer Health implemented a full-stack digital engagement platform to transform OC Surgeons’ patient experience and operational efficiency:

  • Modernized the website and optimized it for SEO
  • Introduced AI-powered online scheduling and 2-way SMS
  • Deployed 24/7 chatbot and e-registration to reduce manual work
  • Launched review automation and marketing campaigns to drive awareness
  • Centralized patient experience (PX) tools for reputation management

Results

Impact Area Result

⭐ Patient Satisfaction : 99% satisfaction rate (228 positive reviews)

👨‍⚕️ New Patient Growth : 91 appointment requests → 81 new patients

🌐 Digital Engagement : 1,506 profile interactions in 6 months

⏬ Admin Load Reduction : Reduced phone dependency via chatbot & e-reg

🔍 Online Visibility : 782 website clicks, 206 calls, 518 directions

Story

For over a century, Saint Mary’s Health Network stood as a beacon of trust and care in Northern Nevada. With over 380 beds and more than 50 providers, it had built a reputation for clinical excellence and community service. But as the health system grew, so did the cracks in its patient experience. Behind the scenes, staff were stretched thin. Patients were frustrated. The once seamless system was struggling to keep up with the demands of a modern healthcare environment.

At the heart of the problem was a fragmented patient journey. Booking an appointment was difficult, with call centers overwhelmed and average hold times stretching to nearly an hour. Staff shortages made matters worse, and critical steps like annual wellness visits were being missed—leading to poor quality scores and penalties from payer plans. Meanwhile, the emergency department had turned chaotic, with no effective way to manage patient flow. Despite having a team deeply committed to care, Saint Mary’s was losing patients, time, and revenue.

That’s when they turned to Steer Health.

The leadership team at Saint Mary’s knew they needed more than just another tool. They needed a complete transformation of how patients accessed care and how staff delivered it. Steer Health brought exactly that. With intelligent automation and a deep understanding of healthcare workflows, Steer stepped in to redesign everything from patient intake to follow-up—starting with a powerful new digital front door.

Now, patients could book, reschedule, or cancel appointments anytime—online, by text, or through voice assistants. Staff no longer had to manually manage every call, because the digital platform worked around the clock. What used to be a disconnected experience across different departments was now unified. Primary care, emergency services, specialists—all were linked through guided patient navigation that kept people moving forward in their care journey.

Emergency care, too, got a much-needed overhaul. With Steer’s GetCareNow tool, patients could see ER wait times, register from home, and arrive knowing exactly what to expect. It was a shift from chaos to clarity. And the results followed quickly.

In just six months, the no-show rate dropped from a staggering 22% to just 5.2%. In a single facility, nearly 3,000 appointments were booked digitally. Most patient requests after hours were now handled by the system itself—no waiting, no frustration. Positive reviews soared to 94%, and one site alone welcomed over 2,000 new patients, many of whom had higher-value insurance coverage. In the emergency department, every 50 patients saved staff an average of eight hours of time, thanks to smarter intake and communication.

Saint Mary’s saw not only smoother operations, but a clear path to sustainable growth. With Steer, they gained more than automation—they gained a partner that helped them reimagine what healthcare delivery could look like. And as they now plan to extend this transformation to referrals, revenue workflows, and broader care coordination, the team is seeing that the future of care isn’t just digital—it’s intelligent, seamless, and deeply human.

As CEO Derrick Glum put it best: “Our priority is to provide patients with an exceptional experience. Steer helps us do that—even before they walk through the door.”

Looking Ahead

With FastTrackCare and Steer Health’s digital platform in place, Desert Valley Urgent Care is
now positioned to:

  • Scale outreach to new commercial patients
  • Continue reducing in-person bottlenecks through smarter triage
  • Expand AI usage to include follow-ups, check-in automation, and reminders
  • Improve visibility into peak hours with time-of-day analytics
  • The journey from urgent to optimized care has begun—and it’s only getting smarter from here.

Acquire

Turn every digital Interaction into a high-converting entryway.

Navigate

Guide patients to the best next step, boosting loyalty.

Automate

AI agents manage repetitive tasks for your team.

The AI Engine That Supports Clinical Judgement

Steer Health enhances patient care in healthcare settings. Our solutions streamline workflows and empower teams to improve patient outcomes.

Testimonial from Kavitha Bhatia, MD, MMM, FAAP, FACHE

We have seen improved volume, revenue, streamlined workflows and expanded patient offerings to ensure timely access to care.

Kavitha Bhatia, MD, MMM, FAAP, FACHE

President and Chair, Prime Healthcare Foundation & Chief Medical Officer, Strategy, Prime Healthcare

Testimonial from Ledford Powell, MD, FACS, FCCP

Patients are far more comfortable. Offices are far more comfortable. We began to look at this technology a number of years ago, and there was a lot of resistance because we do feel that there is definitely a human component required in healthcare delivery. But the majority of the heavy lifting, the hard work, the scheduling, the return of phone calls, benefits, and all the clerical stuff does not require direct physician care, nursing care, or even the care of allied health professionals. It really can be done through a well-designed digital platform like Steer Health.

Ledford Powell, MD, FACS, FCCP

President, Pacific Thoracic Surgeon, Laguna Hills, CA

Testimonial from Payam Farjoodi MD

What we found with the adoption of the Steer platform is we were able to quickly realize efficiencies on getting provider engagement, staff engagement, and patient engagement. This led to the opportunity to focus on those tasks that digital solutions can’t solve. As a result, our patients are now prepped better for their visits.

Payam Farjoodi MD

Robotic and Minimally Invasive Spine Surgeon OrthoWest, Fountain Valley, CA

Testimonial from Derrick Glum

Our priority is to provide patients with an exceptional experience, and that includes the ability for patients to schedule an appointment online and wait safely at home. We know life is busy, and our team of caregivers in the emergency room is honored to ease the stress involved in these situations. We always strive to deliver the very best care.

Derrick Glum

CEO of Saint Mary’s Health Network

Testimonial from Sunny Bhatia, MD, MMM, FACHE, FACC, FSCAI

We've renewed emphasis on recruitment, retention, and creating an environment of a culture of inclusion, yet accountability. We're measuring productivity standards, and creating workflows that promote efficiency, understanding that we have to retain costs, and leveraging technology where applicable. Steer supported us in those efforts: to automate and create more functional workflows that take away that burden on our staff, which are already limited and overwhelmed.

Sunny Bhatia, MD, MMM, FACHE, FACC, FSCAI

President & Corporate Chief Medical Office

Testimonial from Farzad Massoudi, M.D., F.A.C.S.

We compared the average door-to-provider wait times for patients from hospitals nationwide, apples to apples. After waiting from the comfort of home, 8 out of 10 patients using GetCareNow wait less than 15 minutes in the ER waiting room before seeing a health care provider. Less than 18 percent of general ER visitors nationwide are seen within that time frame, and the national door-to-provider average wait time is approximately 90 minutes, according to data found in the 2019 Harvard Business Review.

Farzad Massoudi, M.D., F.A.C.S.

President, Orange County Neurosurgical Associates, Laguna Hills, CA

Testimonial from Jennifer M

I like how easy it is to see if patients have confirmed their appointments. The ability to text in real-time without disturbing PTS day. I also like the referral campaign feature. Steer allows us to interact with patients in a way that saves the patient time and allows our office to get our questions answered sooner than a phone call would so that we can respond to patient requests as fast as possible.

Jennifer M

Neurology Associates of Texas

Testimonial from Rebecca J

Steer has brought an efficient customer support service no matter how many requests our team may have, allowing us to solve many issues of each patient in a personalized way!

Rebecca J

Kansas City Family Medical Care

Testimonial from Debbie Katz

We switched to Steer Health from PatientPop because we needed to update our website, and we also wanted more control over our own site. There is currently better support in the Steer team. We are happy with the new design and the ability to make some minor edits ourselves which saves time.

Debbie Katz

Accounting Manager at Tayani Institute

Testimonial from Amy Searls

If I'm a consumer, I want an Amazon-like experience, where I can go online and schedule my appointment or get my results or pay my bill – resolve all of those things immediately. And that's what we've been able to do with this partnership with Steer Health.

Amy Searls

Chief Experience Officer, Prime Healthcare

Kavitha Bhatia, MD, MMM, FAAP, FACHE logo
Ledford Powell, MD, FACS, FCCP logo
Payam Farjoodi MD logo
Derrick Glum logo
Sunny Bhatia, MD, MMM, FACHE, FACC, FSCAI logo
Farzad Massoudi, M.D., F.A.C.S. logo
Jennifer M logo
Rebecca J logo
Debbie Katz logo
Amy Searls logo

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