Leads & AI temperature
Hot/warm/cold scoring and A–D rank on every lead.
Built inside a real in-home care franchise.
Operator iQ syncs directly with Viv — both ways, in real time. The moment a call ends, AI writes up the note, creates a follow-up task routed to the right team, and scores how each rep handled it. New-prospect calls start a lead, too — all ready for Viv in a click. No more writing up calls by hand. Plus AI-ranked leads, utilization and revenue, compliance tracking, and an auto-filled scorecard. One screen, unlimited users.
Built alongside a real in-home care franchise to solve the operational challenges franchisees face every day. Every data point verified against your source systems. Our utilization tracking alone has helped recover thousands in unrealized revenue by surfacing underutilized client hours across every payor — because insights are only as good as the data behind them.
The Engine
Operator iQ connects straight to Viv’s v2 API and keeps both sides in step — automatically.
Pulls every change every 5 minutes, plus instant webhooks.
Writes your updates back to Viv the moment you make them — leads, notes, statuses, visits, tasks, referrals.
A nightly reconcile keeps everything perfectly in sync.
AI Call Intelligence
Every transcript runs through HIPAA-compliant Google Vertex AI.
A two-line summary, the caller’s sentiment, and the call category.
A 1–10 score and a coaching tip for each rep — even across transfer chains (the receptionist who transferred and the closer are scored separately).
An auto-generated follow-up task, routed to the right team.
Works across Zoom Phone, GoTo, RingCentral, and CallRail.
One Platform
Because your Viv data is live, every view is current — straight from the source.
Hot/warm/cold scoring and A–D rank on every lead.
Authorized vs. delivered hours by payor, and the revenue you haven’t captured yet.
Day, week, month, and radar views — visit changes write straight to Viv.
An at-a-glance operations wallboard that stays current.
12 event types — care plans, auths, birthdays, anniversaries.
Client and caregiver documents and credentials, flagged before they lapse.
Your EOS scorecard, populated from live data — no manual entry.
Write notes and manage tasks from anywhere; they sync back to Viv.
Know Your Numbers
Filled hours vs. goal, census, caregivers, cancellations — every week side by side, straight from your live data. No spreadsheets, no Monday-morning data entry.


Real product, real screens. Every metric drills down to the underlying clients, caregivers, or visits behind the number.
Revenue, census, and blended rate by payor — quarter over quarter. Walk into your PMG review already knowing the story: which payors are growing, which are quietly shrinking, and where the next client should come from.
Illustrative numbers — your dashboard shows your own payors, live.
WHY IT MATTERS
Utilization surfaces the authorized hours you haven't delivered yet, by payor — so you can schedule and capture them.
Every expiring authorization, document, and credential is flagged before it lapses.
AI temperature and follow-up dates make sure the right call gets made today.
SECURITY
Built for protected health information from the ground up.
All AI runs on HIPAA-eligible Vertex AI. No consumer AI, ever.
Data encrypted at rest and in transit.
Service-to-service calls verified by token + allowlist.
No public sign-up; access is granted, not requested.
An append-only log of every PHI access.
Each franchise runs on its own dedicated database.
PRICING
$599/mo base, then $0.25 per average weekly care-hour. Flat — no per-seat fees, no surprise tiers. Unlimited users.
Everything included
Setup in days, not months. No long-term contracts.