Recover the revenue hidden in your EHR

Ensure patients complete every prescribed follow-up

Surface finds the exams, check-ups and procedures in your records that were never completed. It helps the patient through SMS, WhatsApp or AI call until the follow-up is done.

The problem

Orders end up buried in the patient’s record

Every appointment leaves exams, check-ups and procedures already written down, spread across 10 - 15 different systems. Nobody can read them all, so what was ordered never happens.Making sure it all gets done is slow, expensive and complex.

Depending on the type, up to

70%

of orders never get done

Electronic health record
Plan and orders

How it works

From the record to a completed follow-up

01

Extraction.Agents read every record and find the orders left unscheduled, whether they sit in structured fields or in free-text jargon.

02

Follow-up rules.Each order enters a plan that follows your hospital’s own protocols: deadline, priority, channel.

03

Automatic outreach.Surface talks to the patient by SMS, WhatsApp or AI call, books the appointment and follows through until they show up.

The loop closes: every order ends in a completed follow-up or an informed decision.

The product

Visibility at every step, no extra work

The funnel shows every stage: how many orders were extracted, which ones are waiting for approval and which patients already have an appointment booked.Your team reviews and approves from a single dashboard.

Order funnel
Last 30 days · from extracted to completed
AdvancedIn progressLost
1 · Extracted
2,340 · 100%
2,190
108
42
approved 2,190 · pending review 108 · rejected 42
2 · Approved
2,190 · 94%
1,748
386
56
scheduled 1,748 · scheduling 386 · discarded 56
3 · Scheduled
1,748 · 75%
1,402
271
75
completed 1,402 · awaiting visit 271 · lost to no-show 75
4 · Completed
1,402 · 60%
1,402
visits completed 1,402
Patient
Stage
Orders
Visit
Emily R
F 39y
Scheduling
lab test (HbA1c)scheduling
In progress
Margaret C
F 54y
Completed
follow-up consultationcompleted
Attended
David S
M 45y
Awaiting visit
lab test (lipid panel)scheduled
In progress
Patricia A
F 60y
Scheduling
imaging (CT)scheduling
In progress
Daniel R
M 31y
Closed
imaging (X-ray)lost
Closed
Thomas V
M 47y
Under review
follow-up consultationpending approval
Needs review

Agents

Every patient, guided until they show up

Agents talk to each patient in your hospital’s voice, by SMS, WhatsApp or AI call. They propose a time, answer questions, and stay with them until the follow-up is done. Over time they learn each patient’s habits.

AACME Hospital
Today 11:10
Hello Peter, this is ACME Hospital. We’re writing to arrange your follow-up appointment.
Does Tuesday at 10:00 work for you?
Yes, that works 👍
Perfect, your appointment is booked. We’ll send a reminder the day before. ✅
Thank you!
Delivered

Results

Surface goes through every health record to ensure

No lost follow-ups
0

Orders left buried in the patient’s record

Attendance
+30%

At ordered exams, check-ups and procedures

Recovered revenue
~10%

Additional, from orders surfaced and completed

The questions we get first

How does it integrate?

Direct reads from 10 - 15 sources.Surface connects to the systems you already use, with no data migration and no change to how your team works.

Who sees the data?

Anonymized inside the hospital.Agents never see the patient’s identity; it stays inside your hospital. More in Security and data.

What if the patient does not want it?

One message and we never write again.Opt-out applies immediately: the patient replies once and drops out of every follow-up.

How much work for your team?

It runs in the background.Surface writes, sends and books on its own; your team only supervises and approves from the dashboard.

How is it measured?

Funnel by stage and revenue per order.The dashboard shows how many orders move forward, where they stop and how much revenue each one generated.

Can it run on-premise?

Local deployment available.If your hospital requires it, Surface runs entirely inside your own infrastructure. Details in Security and data.

Security and data

Your patients’ data, protected by design

Anonymized data.

Anonymization happens inside the hospital; agents never see identifiable patient information.

Data processor.

A data processing agreement sets the roles: your hospital decides the purposes and we act on its instructions.

On-premise deployment.

When hospital policy requires it, we offer local deployment: the platform runs inside your perimeter.

Recover revenue buried in your EHR.

Ensure patients complete every prescribed follow-up, simply and reliably.