Recover the buried revenue in your patients’ clinical charts
Automated follow-up of medical orders. Surface reads every chart, finds the tests, check-ups and procedures left unscheduled, and guides the patient over WhatsApp until the visit happens.
The problem
Medical orders stay buried in the chart
Every consultation leaves tests, check-ups and procedures already written down, spread across 10 - 15 different systems. Nobody can read them all, and what was ordered never happens.
Depending on order type, up to
of medical orders are never completed
Estimate · Callen et al 2012 · FIND 2023 · IHI/NPSF · Denver Health 2020
How it works
From chart to visit, in three steps
01
Extraction. Agents read every chart and detect the orders left unscheduled.
02
Follow-up rules. Each order enters a plan based on your institution's protocols: deadline, priority, channel.
03
Automatic outreach. Surface messages the patient, schedules and confirms until the visit happens.
The loop closes: every order ends in a completed visit or an informed decision.
The product
Visibility at every step, without adding workload
The funnel shows every stage: how many orders were extracted, which await approval and which patients are already booked. Your team reviews and approves from a single dashboard.
Agents
Every patient, guided to their appointment
The agents message each patient on WhatsApp in your institution’s voice: they greet formally, propose a specific time and answer questions until the visit is confirmed.
Results
Less leakage, more completed visits
Orders left buried in the patient's chart
For ordered tests, check-ups and procedures
From orders surfaced and completed
Barnett 2012 · NAMCS (NCHS) 2016 - 2018 · FIND 2023 · Callen et al, J Gen Intern Med 2012
The ranges come from published clinical literature; the value at your institution depends on the volume of orders going without follow-up today.
Objections
What we get asked 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 changes to your workflow.
Who sees the data?
Anonymized inside the institution. Agents never see the patient’s identity; it stays inside your institution. More in Security and data.
What if the patient opts out?
One reply and we never message again. Opt-out takes effect instantly: the patient replies once and is removed from all future follow-up.
How much work for your team?
Runs in the background. Surface drafts, sends and schedules on its own; your team only oversees and approves from the dashboard.
How is it measured?
Funnel by stage and revenue per order. The dashboard shows how many orders advance, where they stall and how much revenue each one generated.
Can it run on-premise?
Local deployment available. If your institution 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 institution; agents never see identifiable patient information.
Data processor.
A DPA formalizes the role: your institution sets the purposes of processing and we act on its instructions under Ley 21.719.
On-premise deployment.
When institutional policy requires it, we offer local deployment: the platform operates inside your perimeter.
Ley 21.719 · personal data protection · Chile