Real-time call coaching & QA

CareGuardLive™

Real-time call coaching and quality assurance for patient-facing teams.

CareGuardLive is a real-time call coaching and quality assurance system for high-risk, patient-facing phone roles. It listens during live calls, surfaces in-the-moment guidance based on your rules, escalates issues before they turn into compliance events or staff terminations, and provides a summary of the call for easy, accurate documentation. Instead of discovering mistakes after the call, CareGuardLive helps prevent them while the call is happening.

Key benefits

  • Improved patient care and documentation from better call summaries
  • Prevents mistakes before compliance issues
  • Helps new staff perform like experienced reps faster
  • Reduces "gotcha" QA and reactive terminations
  • Gives managers early visibility into risk and performance
  • Creates consistency across the role

What you get

Real-time call coaching and QA that fits into how you already work.

Live transcription

Every call captured in real time, no extra step for the rep.

Real-time coaching

Rule-based alerts and nudges personalized to the rep when they need them.

Scores & summaries

Post-call score, summary, and coaching signal—not a raw transcript.

Escalation when needed

When a call needs a second set of eyes, alerts bring in management.

Pattern detection

Spot trends across calls so you can improve playbooks and training.

How it works

From call to summary—a clear path.

1

Rep on call

A rep picks up a call in your existing phone system—RingCentral, Zoom Phone, Nextiva, or whatever you use. No new app, no extra window. Just the conversation they’re already having.

2

CareGuardLive listens

While they talk, CareGuardLive is listening with your practice’s knowledge—your scripts, playbooks, and rules. It’s like having a trainer in the room who already knows how you work.

3

Real-time nudge

If a step is missed or something doesn’t sound right, the rep gets a real-time nudge—a gentle alert that guides them back on track before the call goes off the rails.

4

Summary & score

When the call ends, it’s not a raw dump of words. Managers and reps get a clear summary, a score, and a coaching signal—so the next call is better.

What onboarding looks like

The one-time setup is what justifies the upfront cost: we don’t hand you a generic tool. We focus on tuning the AI to your specialty and terminology, building custom call flows and rules to match how you work, and integrating with your existing phone system. Everything is configured for your practice so it’s accurate and useful from day one.

  • Your call flows & rules — We map your required steps, compliance checkpoints, and coaching triggers so alerts match how you actually work.
  • Phone integration — We connect to your existing environment (RingCentral, Zoom Phone, Nextiva, 8x8, etc.) so there’s no extra number or app for reps to learn.
  • AI fine-tuning — We tune language and scoring to your specialty and terminology so summaries and alerts are relevant, not noisy.
  • Escalation & visibility — We set up who gets alerted, when, and how so managers see the right signals without overload.

Most practices are live within weeks. Ongoing adjustments are included—not billed as add-ons.

Pricing

CareGuardLive is priced by the number of people you support—not by how long they talk. Seat-based (reps + managers), predictable monthly spend.

Starter

$699/mo

$3,000 one-time setup

8 seats included · $49/seat/mo additional

Pro

$1,499/mo

$6,000 one-time setup

25 seats included · $45/seat/mo additional

Enterprise

$2,999/mo

$12,000 one-time setup

60 seats included · $39/seat/mo additional

See Pricing for all solutions, or book a call for a custom proposal.

Human oversight

If the system mishears something or a call needs a judgment call, alerts go to the rep in real time and escalation options bring in management when needed. You decide the rules—we make sure the right people see the right signals so mistakes get caught before they become compliance events.

Who it's for

Clinical Operations Director, Practice Administrator, Compliance & Quality Lead. Works with your existing phone environment—including RingCentral, Zoom Phone, Nextiva, 8x8, and similar.

Works with your environment

Every practice runs differently. CareGuardLive is built to work as a complete, standalone system from day one—and to connect into the tools you already use when you’re ready.

Phone & contact center

Connects to the cloud phone platforms your reps already use—no new app, no new number.

RingCentral Zoom Phone Nextiva 8x8 Five9

EHR, PM & QA tools

Scores, summaries, and coaching data can flow into the systems your managers and coordinators already use.

Epic athenahealth Cerner eClinicalWorks

API & SDK for deeper integration

Every CareGuardLive deployment includes access to our API and client SDKs. Your engineering team can pull call scores, summaries, and coaching signals into internal tools and workflows on their own timeline.