Patient Voice Agents
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Lumeris Tom

Tom is the AI primary care platform from Lumeris, the St. Louis and Cambridge, Massachusetts company that has supported value based primary care for health systems and physician groups since 2010 and runs the Essence Healthcare Medicare Advantage plan. Lumeris sells Tom to health systems, physician groups and payers as what it calls Primary Care as a Service, and named it for its late founder, Tom Doerr.

Tom works between visits. Its Best Next Action engine pulls claims and EHR data, labs, medications and hospital events into a running priority for each patient and picks the next step, from a screening reminder or annual wellness visit to a check in after discharge or a medication follow up. A conversational agent then reaches patients by phone or text with outreach, education and reminders, and runs symptom checks using Schmitt-Thompson telehealth triage content, after which it hands the care team a structured summary with a recommended priority. Around it sit data ingestion and normalization, population segmentation and risk stratification, a Care Team Hub for tasks and escalations, and reporting.

Lumeris pairs Tom with its value based care enablement work, covering payer contracting, funds flow design and physician coaching for Medicare Advantage, ACO REACH, MSSP, Medicaid and commercial programs, often with shared risk. It reports more than 1.4 million lives on the platform and $90 billion in claims ingested, and builds on Google Cloud. Pricing is not published.

AI Health Index verifiedNovember 7, 2026
Compare Lumeris Tom with other vendors
Founded
2010
Headquarters
St. Louis, Missouri, and Cambridge, Massachusetts, United States
Categories
patient-facing-voice-agents, vbc-intelligence
Indexed Products
Tom (AI primary care team member), Best Next Action engine, Symptom checking with Schmitt-Thompson triage content, Care Team Hub, Population segmentation and risk stratification, Value Based Care Enablement (services)
Buyer Segments
Health systems running primary care networks, Physician groups and organizations in value based contracts, Medicare Advantage, ACO REACH, MSSP and Medicaid programs, Payers, Rural health systems
Assessment

Capability Axes

An AI Health Index grade measures what a buyer can verify from public sources on the date shown. It is not a rating of how good the product is. A vendor can build an excellent system and grade low on an axis because it publishes nothing an outsider can check. How grades read

AI Capability
BB on AI CentralityThe model is the engine of a core module. The platform carries other value, but this capability does not exist without it.
Vendor Published

Best Next Action is the engine and the agent is its voice. The engine reranks each patient's next step as claims, labs, medications and hospital events arrive, drawing on more than 200 risk and prediction models, and the conversational agent turns those priorities into calls and texts, symptom checks and summaries for the care team. Neither works without its models.

Other parts of the platform would stand on their own: claims and EHR data ingestion and normalization, population segmentation, the Care Team Hub for tasks and reporting, all long standing pieces of Lumeris's value based care toolkit, plus the enablement services sold beside Tom. That puts the AI at the center of Tom's two signature modules inside a platform that carries other value.

DD on Autonomy and Oversight ModelNo oversight structure is published. An absolute claim that the system does not err grades here too, because a buyer who believes it will not build the review step that would catch a failure.
Vendor Published

Tom acts on its own by design. Lumeris calls it agentic AI that reaches out to patients asynchronously, flags risks and starts follow ups without waiting for a person, and its pages describe real time monitoring, escalation, and conversation summaries handed to clinicians. After each symptom check the care team receives a structured summary with a recommended priority.

Against that sits an unqualified claim, made in two places: Best Next Action ensures nothing gets missed even when care teams are stretched thin, and Tom ensures no one falls through the cracks. Outreach, reminders and prioritization run without a person reviewing each step, so the claim covers work no one checks, and no escalation thresholds or limits on what the agent may say to a patient are given.

CC on Model and Technology TransparencyThe architecture is described in general terms with nothing identified. Proprietary is asserted rather than explained.
Vendor Published

Best Next Action is described by its inputs rather than its makeup: 60 billion unique clinical data points, more than 200 risk and prediction models, claims and EHR data from over 119 pipelines, labs, medications and diagnostics, updated in real time. The conversational agent is pitched as agentic AI with bedside manner.

No model, model family, provider, training data set or version is named, and the health system page credits Tom with rapid innovation through evolving AI models without saying how a customer learns that a model changed. Google Cloud is named as the platform underneath, a hosting fact rather than a model disclosure.

CC on Model Supply Chain DisclosureThe architecture is described and no model provider is named. Naming a hosting provider alone does not lift a record out of this band. Record the host in the note, because it matters for residency and breach scope, and grade on the model layer, which is the question this axis is named for.
Vendor Published

Two outside parties are named. Google Cloud hosts the platform, and Schmitt-Thompson Clinical Content, which licenses telehealth triage guidelines to medical call centers across North America, supplies the protocols behind symptom checking.

The model layer is not named: nothing says whether the conversational agent runs on Lumeris's own models or on a licensed language model, and if licensed, whose, or under what retention and training terms. The phone and text channels imply telephony and messaging carriers that also go unnamed. Lumeris's privacy policy describes service providers for its websites, such as hosting, analytics and email delivery, rather than for Tom. With claims, EHR data and patient conversations all moving through the platform, every party past Google Cloud that touches them stays out of view.

CC on Clinical and Operational EvidenceNamed customers, or vendor reported percentages with no method, denominator or reference standard. Scale of use is recorded here and is not treated as evidence of benefit.
Vendor Published

The outcome figures belong to Lumeris's enablement partnerships rather than to Tom. Partners are reported to save more than $100 per member per month in Medicare Advantage, Medicare ACO partners average 94 percent quality scores, and the enablement model improves documentation accuracy by more than 21 percent, all without a method, baseline, period or named partner.

Scale is substantial, with more than 1.4 million lives on the platform, $90 billion in claims ingested and 60 billion clinical data points, and that measures use rather than benefit. Tom's own track record is anecdotal: a weekly Tom in Practice field report narrating outreach conversations, plus industry awards. No study measures Best Next Action's prioritization, the agent's conversations or the symptom checks against a clinical reference.

CC on AI Safety and PHI StewardshipGeneral assurances of privacy and security that do not answer the questions artificial intelligence raises: what is retained, what reaches a model, and what happens to it there.
Vendor Published

Assurances stop at secure health data and a secure architecture on Google Cloud. Tom draws on past visits, lab results and care plans to decide what to send each patient, yet the questions an AI buyer asks go unanswered: whether call transcripts and records feed model training, what retention applies to audio and text messages, and whether anything is de identified on the way to a model.

The health system page notes that Tom keeps pace with rapidly evolving AI models, which makes the training and retention questions sharper rather than settling them. Symptom checking leans on licensed Schmitt-Thompson triage content, a guard on what the agent says, and beyond that no guardrails, hallucination controls or handling of a safety event are described for the conversational agent.

Regulatory and Compliance
DD on HIPAA and BAA PostureNo statement of status and no privacy document that reaches the product. Both halves are absent at this grade: a service level privacy document on its own lifts a vendor to the band above even where no status is stated. A website privacy notice, including one that says it does not cover customer data, does not reach the product, so a vendor whose only document is that notice and who states no status grades here.
Vendor Published

No HIPAA position is stated for Tom. Business associate status and an agreement appear nowhere on the platform, health system or patient pages, and the only privacy document is the Lumeris Group Holdings website privacy policy, effective September 24, 2025. It covers information collected through the sites and mentions sharing with healthcare providers that contract with Lumeris, without describing how patient records inside Tom are handled.

Lumeris runs a Medicare Advantage plan, Essence Healthcare, and Tom ingests claims and EHR data from more than 119 pipelines, which means protected health information moves through the platform at scale. None of the terms that govern it are set out for a health system evaluating Tom.

DD on Security Certifications and Trust CenterControls are asserted with nothing independent behind them, or nothing is published. Read the note before concluding anything: this is the grade most often corrected on a second pass, because assurance material frequently sits on a parent domain or inside an old announcement rather than on the product pages.
Vendor Published

Safeguards are asserted, not attested. The website privacy policy describes physical, electronic and procedural safeguards that follow industry best practice and a defense in depth infrastructure, while also saying Lumeris cannot guarantee security, and the platform pages call Tom's Google Cloud architecture secure and scalable.

No audit framework is named anywhere: no SOC 2 report, HITRUST certification or ISO 27001 certificate, no trust portal and no statement about outside penetration testing. That leaves a platform holding claims and EHR data for more than a million lives, and placing calls and texts to patients for health systems, with nothing independent for a security team to read in advance. Whether Essence Healthcare's controls as a Medicare Advantage plan extend to Tom is not addressed.

CC on FDA and Regulatory StatusNo device claim is made and the product is scoped accordingly. Most administrative and operational products sit here and are not penalized for it, because this axis grades the appropriateness of the positioning rather than possession of a clearance.
Vendor Published

Symptom checking brings Tom closest to clinical judgment, and it runs on a named protocol. Schmitt-Thompson Clinical Content's telehealth triage guidelines, long used by nurse call centers, drive the symptom checks, and after each one Tom gives the care team a structured summary and a recommended priority so clinicians decide the next action. Lumeris describes the feature as complementing clinical workflows while keeping clinical oversight.

No regulatory position is stated for Tom, and nothing says what a patient hears during a symptom check before the care team acts, such as a direction to seek urgent care. Best Next Action's ranking of outreach and screenings orders a population for follow up rather than judging an acute condition.

CC on AI Governance and Bias DisclosureResponsible artificial intelligence is committed to in policy language with no evaluation behind it. Most of the index sits here.
Vendor Published

Clinical content governance is the visible piece. Symptom checking follows licensed Schmitt-Thompson triage guidelines, Lumeris's Tomorrow Labs says its teams co create Tom with physicians and patients, and a DocTakes series on clinical informatics and content standards sits behind a cookie consent wall.

What is missing is any evaluation of the models: no testing of Best Next Action's prioritization for accuracy or fairness, no results by age, race, payer type or language for an engine that decides which patients get attention first, and no description of how conversation quality is reviewed. The stated aim of supporting equitable, team based care has nothing measured behind it.

CC on AI Liability and RecourseMechanisms exist that let someone challenge an output, such as audit trails, source traceability or review before commit, with nothing standing behind the output and no route for the harmed party.
Vendor Published

Review exists where Tom hands work to people: escalations and conversation summaries reach clinicians, and each symptom check ends in a summary and priority for the care team to act on. Those leave a trail a clinician can check.

Nothing stands behind the outputs Tom produces on its own, the outreach messages, education and prioritization. Best Next Action and the agent come without any measured miss or mistake rate, no warranty or indemnity is offered, and the site terms disclaim accuracy for website content only. Lumeris's willingness to share risk with partners on cost and quality is a commitment about financial results, not about whether Tom's outputs are right.

Integration and Deployment
CC on EHR and Interoperability DepthIntegration is claimed through standards or a middleware layer with no system named and nothing to verify.
Vendor Published

Data flows in at scale: Best Next Action ingests clinical data from more than 119 EHR pipelines alongside payer claims, labs and medication data, and Lumeris says Tom fits existing EHR, analytics and communication systems and embeds real time insights in the record.

No EHR is named, nor any interface standard, marketplace listing or partner site where Tom writes back into the chart, so the depth of the connection at a given health system cannot be checked from outside. Conversation summaries and escalations reach clinicians through the Care Team Hub, which may sit beside the EHR rather than inside it.

CC on Deployment Model and Data ResidencyA single hosted option with location implied rather than committed.
Vendor Published

Tom runs as a hosted platform built on Google Cloud, which Lumeris names as the base of its secure, scalable architecture. Region, data residency and tenant isolation are not stated, and neither is whether call audio and text messages stay inside Google Cloud or pass to other services along the way.

Deployment otherwise means plugging Tom into a health system's EHR, analytics and communication systems, normalizing its claims and clinical data, and configuring agents to match its workflows and staffing, with escalations routed to the Care Team Hub. Lumeris pitches national reach for multi state networks. Every setting named is in the United States, which implies US hosting without committing to it, and no private or customer hosted option is offered.

Commercial
CC on Commercial TransparencyNo price is published and the posture is discoverable: a buyer can establish how the product is sold and what drives the cost before contacting the vendor. Most of the index sits here.
Vendor Published

No price is published for Tom. It is sold as Primary Care as a Service to health systems, physician groups and payers through a demo request, and often packaged with Lumeris's value based care enablement: payer contracting, funds flow and governance design, and coaching, with Lumeris saying it shares risk and stays accountable for results.

That alignment suggests part of the economics rides on shared savings, yet nothing states whether Tom itself is licensed per member, per patient engaged or inside a risk arrangement, and setup fees are not mentioned. A buyer can tell the commercial shape, platform plus enablement with incentives tied to performance, but not the figures.

BB on Setting and Specialty CoverageCoverage is named with validation behind part of it.
Vendor Published

Primary care across payer types is the target: Medicare Advantage, ACO REACH, MSSP, Medicaid, commercial and fee for service, for health systems, physician organizations and payers, with a rural health transformation offering as well. The patient side covers chronic condition support with symptom checks, vitals tracking and education, transitions of care and follow up after discharge, medication adherence, screening reminders and annual wellness visits.

Lumeris's 15 years in Medicare Advantage and multi payer ACOs give weight to the value based settings, where its partner quality and savings figures sit. The newer fee for service and commercial use, and the agent's work with particular populations or languages, have nothing published behind them.

Alternatives

Alternatives to Lumeris Tom

Other products that do the same kind of work as Lumeris Tom, and what each one does.

All Lumeris Tom alternatives, with prices →

K Health sells clinical AI to health systems and runs its own virtual primary care beside it. Founded in 2016 and based in New York City, it works with Hartford HealthCare, Cedars-Sinai, Hackensack Meridian Health, Northwell Health, Novant Health, Penn Medicine, Atlantic Health and UVA Health.

Hippocratic AI sells AI agents that talk with patients by phone and text for health systems, health plans and pharma and medtech companies.

Healthcare contact center platform (CareDesk) with a nurse triage module and newer AI voice agents. CareDesk unifies calls, secure messaging, text, fax and paging in one queue, with scheduling, referrals, refills and write-back of encounters, messages and tasks to the patient's chart.

Pearl Health is a New York value based care enablement company for Medicare primary care.

Counsel Health is an AI native primary care service. Adults chat with Counsel AI for free about symptoms, lab results, medications and next steps, and add a board certified physician to the same chat when they need a diagnosis, a prescription, labs or a referral.

Cedar Gate Technologies runs value based care arrangements end to end on one platform, from data management and analytics through to adjudicating the payment.

Comparisons

Compared With

Each comparison carries a written verdict, the buyer conditions that favor each vendor, and a graded side by side. Pairs that cross a category boundary are grouped separately, and their verdicts state where the boundary sits rather than manufacturing a head to head.

Commercial

Pricing

Vendor-published figures are labeled as such. Figures labeled “Estimated” are derived from third-party sources and have not been confirmed by the vendor.

Entry Price Pricing Basis BAA Tier Implementation Source
Contact the vendor
Sold to health systems, physician groups and payers as Primary Care as a Service, often with value based care enablement and shared risk. No unit of charge is stated. Not stated. Not disclosed. Implementation connects Tom to the customer's EHR, analytics and communication systems and configures agents to its workflows. Vendor Published

Lumeris says it aligns incentives and shares risk with partners; how much of the cost rides on shared savings, and how Tom itself is licensed, is not stated.

Lumeris Tom pricing in full →