Ops IQ™ – Agentic Lab Management Platform | hc1

Introducing the New Agentic Lab Management Platform

Designed for the Lab. Powered by AI.

Ops IQ™ is the only CRM and operations platform built specifically for laboratories - unifying Sales, Service, and Operations on a single, HIPAA-compliant cloud with real-time clinical data.

Account Saved
+$150K retained
Calls Automated
847 this week
app.OpsIQ.com/dashboard
Lab Operations Dashboard
Real-time unified intelligence
Live Data
Active Accounts
847
At-Risk Providers
23
Open Cases
156
TAT Performance
94%
AI Alert
Volume Decline Detected
Taylor Medical showing 18% volume decline -- Recommend account review
-18%
vs. last quarter
Voice AI
Inbound/outbound automation
Gen AI
Natural language queries
AI Dictation
Voice-to-text CRM
Smart Workflows
Autonomous actions
The Problem

Labs Lose Up to 20% of Customers Annually

Not because of test quality - but because problems go unnoticed until providers leave.

Silos everywhere

Sales doesn't know what Service knows. Operations can't see customer context.

Reactive, not proactive

You find out about issues when customers complain -- or worse, when they stop ordering.

Data buried in the LIS

The insights you need exist, but getting them takes days and IT requests.

Generic tools don't fit

Salesforce wasn't built for PHI, HL7 integrations, or lab workflows.

Ops IQ™ changes everything.

See How It Works

One Platform. Every Team.

Ops IQ™ brings Sales, Service, Operations, and Leadership together on a single platform with shared visibility and real-time data.

Sales

Protect and grow your book of business

360 degree account profiles with real-time ordering data give your team the visibility they need to retain and grow accounts.

  • 360 degree account profiles with real-time ordering data
  • Pipeline and opportunity management built for lab sales
  • Smart alerts when accounts show warning signs
  • Mobile app with offline access for field teams

"We saved a $150K account in our first few weeks."

- Hospital Outreach Team
Customer Service

Resolve issues before they become problems

Complete customer context on every call helps your team deliver exceptional service and prevent churn.

  • Case management with automated routing
  • Complete customer context on every call
  • Cross-department collaboration in one system
  • Issue trend analysis to fix root causes
Lab Operations

Real-time visibility without another login

Live order and specimen tracking gives operations teams instant visibility into lab performance.

  • Live order and specimen tracking
  • TAT monitoring by department, test, or analyzer
  • Specimen issue documentation and workflows
  • Workload management and resource optimization
Executives

Decisions backed by real-time data

No more waiting on IT for reports. Drill down from KPIs to individual orders in seconds.

  • Volume, TAT, and spend dashboards
  • Pipeline and sales performance analytics
  • Drill down from KPIs to individual orders
  • No more waiting on IT for reports
Real-Time LIS Integration

The Foundation of Proactive Operations

Ops IQ™ connects directly to your LIS via HL7, ingesting orders and results as they happen - not hours later.

  • Orders, results, patients, and providers flow in automatically
  • Data is normalized and organized so it's immediately useful
  • Your IT sets up one feed; we handle the rest

Proven integrations with every major LIS platform.

HL7 Data Flow
Real-time ingestion
Orders
Results
Patients
Providers
Latency < 1 second
Send-Out Analytics
Reference Lab A $12.50 avg
Reference Lab B $18.75 avg
Insource Candidate Save $45K/yr
Send-Out Management

Take Control of Reference Lab Spend

Send-out testing is a black box for most labs. Ops IQ™ brings transparency.

Track everything

Volume, cost, and TAT by reference lab and test

Find savings

Identify tests to insource or route to better-performing labs

Negotiate smarter

Arm your team with data for contract discussions

Workflow Automation

Eliminate Spreadsheets. Drive Accountability.

Your workflows. Automated.

Trigger Action
Opportunity won Auto-create onboarding tasks
Volume decline detected Alert account team, create follow-up
Supply request submitted Route to fulfillment with tracking
Specimen issue logged Assign to lab, track resolution
Critical result received Generate rapid response case with countdown timer

Campaign Management

Engage providers at scale.

  • Build targeted lists by specialty, location, or ordering patterns
  • Send personalized email sequences
  • Track engagement and log interactions automatically

Mobile CRM

Your lab CRM in your pocket.

  • Full account and provider access
  • Log calls with voice-to-text
  • Works offline - syncs when you're back online
  • Available for iOS
AI-Powered Operations

Voice AI

Automate inbound and outbound calls so your team can focus on complex issues.

Inbound Call Automation
  • Answer calls for lab results, order status, and specimen tracking
  • Authenticate callers and provide information instantly
  • Route complex issues to the right team member with full context
Outbound Call Automation
  • Collect missing information -- demographics, insurance, AOBs
  • Notify providers of critical or amended results
  • Follow up on outstanding items at scale

Fewer manual calls. Faster resolution. Happier providers.

Voice AI Demo
Claims Data Collection
Active

Hi, this is the lab calling about claim 47382. We're missing the patient's insurance ID number. Could you provide that?

Sure, it's ABC-123456789

Perfect, I've updated the claim. Is there anything else I can help with today?

SYSTEM UPDATE

Auto-Updated in Ops IQ™ -- Claim 47382, Insurance ID captured, Ticket closed

AI Assistant

Ask Questions. Get Answers.

The Ops IQ™ AI Assistant puts insights at your fingertips through natural conversation.

"Which accounts declined most this quarter?"
"Compare TAT performance by department."
"Help me set up a new account."

Proactive, not just reactive: The assistant surfaces recommendations based on what's happening in your data.

Intelligent Alerting

Know before your customers do.

Predictive Risk Scoring

Identifies churn before it happens

Anomaly Detection

Flags unusual patterns automatically

Recommended Actions

Prioritized by impact

Built for Healthcare

Security & Compliance

HIPAA Compliant

Designed for PHI from day one

SOC 2 Type II Compliant

Third-party validated security

AWS Infrastructure

Enterprise-grade protection

Proven Scale

200M+
Patient profiles secured
36B+
Clinical transactions processed
1,000s
Client locations live

Ops IQ™ vs. Generic CRMs

Requirement Generic CRM Ops IQ™
PHI handling Expensive customization Built-in
LIS integration Complex, costly Standard
Lab workflows Custom build required Pre-configured
Real-time clinical data Not available Core capability
Send-out management Not available Included
Voice AI for labs Not available Purpose-built
Implementation Long IT projects We handle it
Implementation

Go Live in Weeks, Not Months

Our team does the heavy lifting. Yours provides input.

1
Provision

We set up your environments

2
Integrate

We connect your LIS and validate data

3
Configure

We build your workflows (up to 50 included)

4
Train

2-day intensive for admins and super users

5
Support

Ongoing advisory services included

Ready to Transform Your Lab Operations?

Stop losing customers to problems you didn't see coming. See how Ops IQ™ can give your organization real-time visibility and proactive intelligence.