Luma Health

What Luma Health does

Luma Health, founded in 2015 and headquartered in San Mateo, California, provides an Operational AI platform for healthcare organizations. The company's Patient Success Platform coordinates AI agents and workflows across four interconnected areas: Access, Engagement, Intake, and Payment Capture. Core technical components include Spark (a healthcare-native AI core trained on real workflows), Navigator (omnichannel conversational agent handling voice and SMS interactions), Fax Transform (document flow agent combining computer vision and NLP to interpret clinical content and trigger downstream workflows), and a no-code Workflow Builder. The platform integrates bidirectionally with all major EHRs including Epic, Oracle Health, MEDITECH, athenahealth, eClinicalWorks, NextGen, Greenway, and Nextech. Security and compliance posture includes ISO 27001, SOC 2 Type II, TX-RAMP, HIPAA, and EU-U.S./UK/Swiss Data Privacy Framework certifications.

Luma serves primarily enterprise health systems, academic medical centers, and integrated delivery networks, with additional reach into specialty groups, regional/rural care, and primary care. Named enterprise customers include Banner Health, UAMS, Sun River Health, Phelps Memorial Health Center, DENT Neurologic Institute, and Fisher-Titus. As of 2026, the platform is deployed at over 1,000 healthcare organizations serving approximately 100 million patients across the U.S., U.K., Canada, and Caribbean markets. The company monetizes through enterprise SaaS subscriptions with quote-based pricing that varies by health system size, provider count, and workflow scope; subscription revenue is recurring and contracted annually or multi-year.

Luma's go-to-market is enterprise field sales targeting health system CIOs, COOs, Chief Digital Officers, and access center leaders, supported by solution engineering, implementation services, and dedicated customer success. The company has raised approximately $160 million in venture funding (most recently a $130M Series C led by FTV Capital in November 2021), acquired Tonic Health from R1 RCM in November 2025, and operates strategic alliances including with NextGen Healthcare for distribution. Leadership includes co-founder and CEO Adnan Iqbal, co-founder and CTO Aditya Bansod, Chief Product and Technology Officer Marcelo Oliveira, Chief Growth Officer Puneet Arora, SVP of Product Michael Chou, and VP of Customer Success Alison Thebado.

Name

Luma Health

Legal name

Luma Health, Inc.

Website

https://lumahealth.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

Luma Health provides an Operational AI platform for healthcare organizations, coordinating AI agents across patient access, engagement, intake, and payment capture. The platform integrates bidirectionally with major EHRs and serves 1,000+ health systems covering approximately 100 million patients.

Ownership category

akta.pro rank

Product category

Healthcare Patient Engagement Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO)

akta.pro secondary industries

Adherence, Reminders & Engagement Automation (Medication/Follow-up) (HLACAEAJ), EHR/EMR Integration & Interoperability Middleware (HL7/FHIR) (HLALAKAD), Patient Engagement, Education & Messaging Platforms (portal/CRM integrated) (HLALABAJ), Enterprise Integration Engines & Interface Management (HL7 v2/X12/API) (HLACABAC)

Keywords

• Patient engagement platform
• Healthcare workflow automation
• EHR integration software
• Patient access solutions
• Healthcare AI agents

Headquarters

HQ city

San Mateo

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. SaaS Platform Subscription: Subscription-based SaaS platform for patient engagement and Operational AI. Pricing is quote-based, varying by health system size, number of providers, and scope of AI workflows deployed. Implied recurring annual or multi-year contracts for enterprise health systems.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

Luma Health provides the Patient Success Platform, a unified Operational AI platform that runs healthcare workflows end-to-end across four interconnected areas: Access, Engagement, Intake, and Payment Capture. The platform is powered by Spark, a healthcare-native AI core that coordinates autonomous AI agents including Navigator (Conversational AI Agent) for voice/SMS patient interactions and Fax Transform (Document Flow Agent) for automated document processing, with deep bidirectional EHR integration across all major platforms.

Product overview

Luma Health offers the Patient Success Platform, a unified Operational AI platform that runs healthcare workflows end-to-end across four interconnected areas: Access, Engagement, Intake, and Payment Capture. The platform is powered by Spark, a healthcare-native AI core that coordinates multiple autonomous agents including Navigator (Conversational AI Agent) for patient communication via voice and SMS, Fax Transform (Document Flow Agent) for automated document processing, Workflow Builder for no-code workflow orchestration, and specialized modules for scheduling, referrals, waitlist management, patient communication, reminders/recalls, intake forms, eligibility verification, payments (LumaPay), broadcast messaging, collaboration, and analytics. The platform integrates deeply with all major EHRs including Epic, Oracle Health, MEDITECH, athenahealth, eClinicalWorks, and others. In November 2025, Luma acquired Tonic Health from R1 RCM to expand patient intake capabilities and Oracle Health integration.

Differentiator

Problem solved

Functional benefit

Brands

• Spark: Healthcare-native AI core that coordinates multiple AI capabilities and systems across products, agents, and workflows
• Navigator
• Fax Transform
• LumaPay
• Lumanate
• Total Patient Engagement

Products and services

• Patient Success Platform Unified Operational AI platform spanning four interconnected categories — Access, Engagement, Intake, and Payment Capture. Coordinates AI agents and workflows across patient access, engagement, readiness, and payments to run healthcare operations end-to-end rather than optimizing isolated tasks. Targeted at enterprise health systems, specialty groups, regional and rural care providers, and primary care practices.
• Spark Healthcare-native AI core that coordinates multiple AI capabilities and systems across products, agents, and workflows. Built on a decade of patient engagement and deep EHR integration expertise, trained on real healthcare workflows and informed directly by EHR data for orchestration at scale. Provides shared context for AI agents across the Patient Success Platform.
• Navigator (Conversational AI Agent) Omnichannel conversational AI agent that handles patient access interactions via voice and SMS, guiding patients through scheduling, cancellations, and rescheduling without staff involvement. Supports outbound recovery for no-show appointments and integrates directly with EHR for appointment management. Targeted at health system call centers and access operations.
• Fax Transform (Document Flow Agent) AI-powered fax automation that parses incoming documents, routes them to appropriate teams, and integrates with downstream workflows. Reads and interprets clinical content using NLP to identify normal versus abnormal findings and triggers appropriate next steps including patient outreach, scheduling, and closed-loop communication with referring providers.
• Workflow Builder No-code orchestration engine enabling operations teams to define triggers and logic for AI workflows without IT involvement. Includes pre-built Workflow Gallery with ready-to-launch workflows for appointment recovery, recalls, follow-ups, referrals, and custom workflows. Generally available in Spring 2026.
• Tonic Health Patient intake solution acquired from R1 RCM Inc. that expands AI-native platform capabilities for patient intake and EHR integration. Particularly deepens integration across health systems using Oracle Health EHRs, extending Luma's network reach to over 1,000 health systems and approximately 100 million patients.

Quantifiable outcome

• 2.5 million+ staff hours saved in 2025 across 50+ health system deployments
• +10 more outcomes

Named customers9 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

AI capability10 records

Feature5 records

Partnerships

Ten partnerships are on record, tiered major, minor and core.

• R1 RCM Inc. (Tonic Health)majorOthers · 12 November 2025Luma Health acquired Tonic Health from R1 RCM Inc. in November 2025, significantly expanding platform capabilities and deepening integration across health systems using Oracle Health EHRs. The acquisition increased Luma's network to serve over 1,000 health systems and approximately 100 million patients across the U.S., UK, Canada, and Caribbean.
• Memora HealthminorStrategic or Co-development Partner · 6 October 2022Memora Health partnered with Luma Health in October 2022 to streamline patient communications, combining Luma's patient engagement platform with Memora's care automation capabilities.
• Change HealthcaremajorStrategic or Co-development Partner · 22 June 2022Change Healthcare collaborated with Luma Health in 2022 to launch Patient Engagement, a suite of technology solutions to unify the patient healthcare journey. The partnership combined Change Healthcare's revenue cycle and data ecosystem with Luma's patient engagement platform for comprehensive care journey automation.
• NextGen HealthcarecoreStrategic or Co-development PartnerNextGen Healthcare and Luma Health announced a strategic alliance in 2025 to offer AI-enhanced solutions for patient engagement. The alliance enables NextGen's existing customer base to access Luma's Operational AI platform, expanding distribution reach for Luma while enhancing NextGen's patient engagement capabilities.
• EpiccoreTechnology or IntegrationDeep bidirectional integration with Epic EHR. Luma's Conversational Agent and AI workflows operate directly within Epic, enabling appointment management, AI-powered call handling, and workflow automation without staff intervention. UAMS serves as a reference customer using Epic-integrated AI.
• Oracle HealthcoreTechnology or IntegrationDeep bidirectional integration with Oracle Health (formerly Cerner) EHR. The acquisition of Tonic Health from R1 further deepened Oracle Health integration, expanding Luma's footprint across Oracle Health-using health systems. Partnership includes joint go-to-market activities and integration development.
• MEDITECHcoreTechnology or IntegrationBidirectional integration with MEDITECH Expanse EHR. Luma's Patient Success Platform extends MEDITECH with patient scheduling, waitlist management, referral workflows, and AI-powered communication. Northfield Hospital transitioned from MEDITECH Client Server to Expanse with Luma support.
• athenahealthcoreTechnology or IntegrationBidirectional integration with athenahealth EHR. Luma's AI workflows for patient access, engagement, and payment capture are integrated with athenahealth's platform.
• eClinicalWorkscoreTechnology or IntegrationBidirectional integration with eClinicalWorks EHR. Luma's patient engagement and Operational AI capabilities are integrated with eClinicalWorks for health systems and specialty practices.
• NextGencoreTechnology or IntegrationIntegration partnership with NextGen for patient self-scheduling and engagement. NextGen's patient experience solutions include Luma's self-scheduling capabilities. The relationship expanded to a strategic alliance in 2025 for AI-enhanced solutions.

Scale indicators8 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Phreesia: Phreesia is a leading patient intake, engagement, and access platform deployed across thousands of health systems and physician practices. It competes most directly with Luma in self-service scheduling, registration, intake forms, and patient communication workflows, sharing a similar enterprise SaaS GTM and EHR integration strategy.
• Kyruus: Kyruus offers a patient access platform combining provider search, scheduling, and patient-provider matching for health systems. It overlaps directly with Luma's scheduling, waitlist, and patient access modules, and similarly targets enterprise IDNs and large multi-state health systems with deep EHR integration.
• Relatient: Relatient provides patient engagement software including appointment reminders, two-way texting, patient self-scheduling, and broadcast messaging. It is a direct competitor in the reminders, recall, and patient communication categories that constitute core modules of Luma's Patient Success Platform.
• Solutionreach: Solutionreach is a patient relationship management (PRM) platform offering recall, reminders, reputation management, and patient communication tools primarily to dental and medical practices. It overlaps directly with Luma's PRM-style patient engagement capabilities and shares a focus on automation of no-show recovery and outreach.
• CipherHealth: CipherHealth provides patient outreach, rounding, and post-discharge engagement workflows for health systems, with AI-driven communication and care navigation. It competes with Luma in the post-discharge follow-up, outreach, and engagement automation segments, particularly for enterprise health systems.
• Notable: Notable applies AI agents to automate clinical and administrative workflows including scheduling, registration, and intake across health systems. It is a direct competitor in agentic AI workflow automation for patient access and intake, with a similar enterprise health system GTM and AI-native architecture.

Broad incumbents

• Press Ganey: Press Ganey is a large healthcare experience and patient feedback platform (formerly including Doctor.com) covering patient experience surveys, online scheduling, and reputation management. It overlaps with Luma's Feedback Management module and broader patient engagement themes, though it operates as a broader PX vendor rather than an agentic AI platform.
• R1 RCM: R1 RCM is a major end-to-end revenue cycle management (RCM) vendor and was the former parent of Tonic Health, which Luma acquired in November 2025. While primarily RCM-focused, R1 also touches patient intake and engagement workflows, making it a relevant adjacent peer and integration partner.
• symplr: symplr is a healthcare operations platform covering provider data, workforce, compliance, and patient access workflows at enterprise health systems. It competes with Luma in patient access and operational workflow automation for large IDNs, with a broader portfolio of operational solutions.

Emerging players

• Memora Health: Memora Health builds care journey automation and patient communication AI for health systems, with a focus on post-acute and longitudinal care. It is a 2022 Luma partner but also a competitor in automated patient outreach and engagement workflows, particularly around care plans and follow-up automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCXoMoNB6QDFEvcnbKM6WJ5A
• LinkedInlinkedin.com/company/6403362
• Xx.com/lumahealthhq
• Facebookfacebook.com/lumahealth

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries2 records

Funding overview

Funding rounds5 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Luma Health