Healthcare compliance × CRM

Surface risk before it becomes a problem.

Your team can't listen to every call — SurfacerIQ does. It catches the compliance gaps, churn signals, and issues they'd otherwise miss, and flags them the moment they appear. Not the morning after.

0 interactions/mo·0+ integrations·SOC 2 Type I · HIPAA aligned
app.surfaceriq.io/surface
OVERVIEW · LAST 30 DAYS
Operations dashboard
Apr 24 – May 24, 2026
Interactions monitored
130,670
 +18.4%
Avg time-to-flag
1m 42s
 -22%
Open compliance signals
37
 8 new
Resolution rate
94.2%
 +2.1pp
Interactions · DAILY
Spike detected · May 18 14:00+312% vs baseline
By time of day
HEATMAP
MonTueWedThuFriSatSun000204060810121416182022
TOP SIGNALS · 30D
Outcome: Resolved18,420Sentiment: Negative1,284Is-911: Mention47Falls: Reported92Language barrier612Callback request3,470
Trusted by care teams managing 240,000+ patient interactions monthly
People CareHome health · CA
AmericareMulti-state ops
Cocoon HealthPost-acute
Clara HealthHospice
Link Home CareNetwork
AvondaleSenior care
People CareHome health · CA
AmericareMulti-state ops
Cocoon HealthPost-acute
Clara HealthHospice
Link Home CareNetwork
AvondaleSenior care
By the numbers

Built to surface what matters — at scale.

01 / Coverage
0%
Every interaction listened to, not a sampled 1–2%.
02 / Time-to-flag
<0m
Median latency from speech to surfaced signal.
03 / Surfaced / mo
0k
Real signals routed to the right owner, automatically.
04 / Monitoring
0/7
Always-on. No queue. No after-hours blind spots.
REC ●

"This call may be monitored or recorded for quality assurance."

— and then, for almost every business, never actually heard.

"Quality assurance" used to mean spot-checking 1–2% of calls. We listen to all of them — and surface only what matters to you.

The old way · Sampling & hoping
  • QA spot-checks 1–2% of calls
  • Issues surface days later — if at all
  • One spreadsheet, one analyst, one bottleneck
  • Compliance gaps caught on the audit, not before
With SurfacerIQ · Every call. Your signals.
  • 100% of calls monitored, always
  • Your custom taxonomy of tags
  • Sentiment & churn signals for customers and caregivers
  • Flagged and routed with no extra work

It runs in the background so your busy team doesn't have to — surfacing what they'd miss, not adding to their plate. We niche for healthcare … but the engine works for any business that does too.

01 / Platform

One surface for every compliance, ops, and revenue signal you can't afford to miss.

F.01 Interaction intelligence

Every call, ticket & message — read in full.

No sampling. SurfacerIQ transcribes and reads the entire conversation the moment it lands.

INBOUND CALL04:12 · transcribed
Caller

Hi, I'm calling about my mother — she had a fall yesterday afternoon and nobody from the agency picked up.⚑ Falls: Reported

Agent

I'm so sorry to hear that. Let me pull up her file right now.

Caller

Honestly, if this keeps happening we'll have to look at other agencies. This is the third time.⚑ Churn-Risk: High

Agent

I completely understand. I'm flagging this for our care lead today.

F.02 Your taxonomy, automated0 / 4 surfaced

Only the signals you defined.

You decide what matters. Each interaction is tagged against your taxonomy at ingest — and routed to whoever owns it.

Falls: Reported0.98
from "she had a fall yesterday afternoon"
Churn-Risk: High0.91
from "look at other agencies"
Sentiment: NegativeRepeat-Issue: 3rd
Outcome: EscalatedRouted → Care Lead
Auto-replaying
Beyond CRM + call recording

A caller is a story —
not a call in a silo.

ME
Margaret E. (415) •••-2204
Linked across 5 interactions · first seen Jan 2026
CALLER #10428
Pattern detected — 3 fall-related contacts in 60 days. A single call wouldn't show it. Auto-escalated to Care Lead.
Apr 02CALL · 3:48OPEN
"Frustrated — third fall this quarter, says she's considering switching agencies."
Churn-Risk: HighFalls
Mar 15CALL · 6:01RESOLVED
"Billing clarification on the March invoice."
Billing
Feb 28SMSRESOLVED
"Scheduled visit was missed — no caregiver showed."
Complaint
Feb 12CALL · 4:12RESOLVED
"Reported a fall, couldn't reach the on-call nurse."
Falls
Jan 20CALL · 2:30RESOLVED
"Intake & onboarding questions for new care plan."
Onboarding
Lifecycle · this call
IN PROGRESS
Received
Inbound · 3CX
Apr 02 · 10:02
Auto-triaged & tagged
Falls · Churn-Risk
10:02
Assigned
RN Dana K.
10:05
Follow-up #1 · callback
Completed
Apr 03
Follow-up #2 · care-plan review
Scheduled
Apr 05
Closed
Pending outcome
2 follow-ups tracked · SLA 4h · every state stamped & audited
What it replaces
Recording siloCRM sticky noteSpreadsheet trackerEmail follow-upsPivot-table "call health"
One linked timeline. Live.
02 / How it works

From a single voicemail to the audit log. One thread.

STEP 01

Ingest every interaction.

VoIP calls, voicemails, SMS, tickets, documents — streamed in continuously from 3CX, Twilio, Teams, Zoom, and your EHR. No batch windows.

STEP 02

Tag against your taxonomy.

Define the signals that matter — 911 references, falls, language barriers, churn risk. SurfacerIQ tags every interaction the moment it lands.

STEP 03

Surface what needs action — now.

Dashboards roll up signal velocity, sentiment shifts, and time-of-day patterns so leadership sees risk emerging, not in the quarterly review.

STEP 04

Close the loop with your team.

Route flagged interactions to the right RN, RCM analyst, or compliance officer. Track resolution. Show your auditors the trail.

Ingest every interaction.
03 / Built for

Three teams. One operating system.

Compliance Officers
Prove every check. Catch every gap.
  • 100% review coverage on every interaction
  • Audit-ready trail with evidence attached
  • Custom taxonomy mapped to your policies

"We went from sampling 2% of calls to reviewing 100% — without adding a single FTE."

RCM Leaders
Stop churn before the renewal call.
  • Churn-risk surfaced from sentiment + behavior
  • Pattern detection across linked interactions
  • Routed to the owner who can save the account

"We caught three at-risk accounts in the first week we couldn't have seen before."

Healthcare Ops Execs
Run the org from one surface.
  • Catches what a busy team would miss — no added workload
  • One linked timeline per caller, across channels
  • Real-time KPIs your leadership actually trusts

"It's the operating system we've been duct-taping together for years."

Solutions

Pick where you want to start.

The SurfacerIQ difference

What used to sink now surfaces.

Your operations team is heads-down on their real work — they can't catch every signal buried in every call. SurfacerIQ listens to all of them, automatically flagging the items your business needs to act on. Nothing important sinks.

Falls: Reported911 mentionChurn-Risk: HighComplaint filedSentiment ↓Missed visitLanguage barrierRepeat issue ×3
05 / Integrations

Connect what you already run.

15+ integrations across VoIP, EHR, messaging, and storage — plus SDK and webhooks for everything else.

3
3CX
VoIP
B
Bicom
VoIP
I
Intermedia
VoIP
D
Dataphone
VoIP
T
Telego
VoIP
V
VitalPBX
VoIP
ZP
Zoom Phone
VoIP
T
Twilio
VoIP
T
Teams
Messaging
S
Salesforce
CRM
E
Epic
EHR
P
PointClickCare
EHR
T
TextMagic
Messaging
D
Dropbox
Storage
GW
Google Workspace
Storage
W
Webhooks
Custom
S
S3
Storage
S
SFTP
Custom
05 / Case study

See it in a customer's words.

An anonymized client walks through what changed in the first 30 days on SurfacerIQ — in 40 seconds.

SurfacerIQ client case study video poster
Play case study
Case study · 40 sec
SurfacerIQ anonymized client case study video.
06 / Customers

What healthcare leaders are saying.

"

SurfacerIQ caught three at-risk accounts in our first week — patterns our team would have missed completely. It's like adding a senior analyst who never sleeps.

"

We replaced four tools with one surface. RCM, compliance, and ops all work from the same timeline now.

"

It runs in the background. My team doesn't have to think about it — they just get the right call routed to them.

07 / FAQ

Things buyers usually ask first.

Talk to the team
Most teams are surfacing real signals within days. We connect to your VoIP, set up your taxonomy, and you start seeing flags the next business day.
Yes, we are HIPAA compliant and SOC 2 Type I.
3CX, Bicom, Intermedia, Zoom Phone, Twilio, Teams and more for VoIP. Epic, PointClickCare and others for EHR. SDK and webhooks cover anything custom.
Yes — clients get their own portal for documents, signed agreements, support tickets, and a live status of every open item.
CRMs store notes. Recording tools store audio. SurfacerIQ listens, tags, and surfaces — automatically routing the calls that need action to the right person. One linked timeline, not five disconnected tools.
Per-org base + per-interaction. No per-seat charges, so your whole team can use it.
Ready when you are

Stop reacting. Start surfacing.

45 minutes with the team, working on your real data. You'll see your own signals surface — no slides, no SDR maze.

01
45 minutes, no slides
A working session on your real data
02
Built for healthcare
HIPAA-aligned from day one
03
Live in days
Not quarters
04
No SDR maze
You'll talk to someone who can answer
Read the security brief

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