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Approved Supplier/Vendor List
AVL_07_04
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Date EnteredVendor NameSupplier Category Supplier TitleCountry Location StatusProducts / Components/ServiceAnnual Review Due DateEmail Phone CompensationDate RemovedRemoval ResasonLink To ContractLink To Information & Background Validation (Website, Linkedin CV, Etc.)
Link To Information & Background Validation (Website, Linkedin CV, Etc.)
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10/1/2025Zhichao HanR&D Interim (CTO) USApprovedEngineering & Product 10/14/2025zhichao@patientpartner.com1-(703)-220-3824$200/hrhttps://drive.google.com/file/d/1WLhelV7OI5lsyIz9kHk6u7FphcU3beb7/view?usp=sharinghttps://drive.google.com/file/d/1diT1L3r_rxQZhbIulBC7UBMVkf_wL020/view?usp=sharinghttps://www.linkedin.com/in/zhichao-han-49366315/
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10/1/2025ChrisSales Interim (CRO)USApprovedSales & Business Development10/14/2025chris@patientpartner.com1-(408)-204-7277$300/hrhttps://drive.google.com/file/d/1O5VCSwtim1sz_6xGcjqptDrYvbMGse7C/view?usp=drive_linkhttps://www.linkedin.com/in/chrissterbencsalesleadercro/https://www.linkedin.com/in/chrissterbencsalesleadercro
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10/1/2025JackieProduct / R&D (Intrim Product Manager) USApprovedProduct Development 10/14/2025jackie@patientpartner.com1-(617) 584-6336$10,000/mo10/1/2025Project ended https://drive.google.com/file/d/1zK6aidedNX1b24Ceae_NC90tmb5NBKnt/view?usp=sharinghttps://www.linkedin.com/in/jacquelynharvey
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10/1/2025Valentina CaraballoCOGS
Patient Engagement Manager (PEM) Customer Support
USApprovedMentee / Mentor Success10/14/2025valentina@patientpartner.com1-(845)-313-9636$25/hr10/1/2025Became A mother _Valentina_Caraballo_Consulting Agreementhttps://docs.google.com/document/d/1SrPU_p_64c8hKN8AQl6G3v3bCIbJKbDK/edit?usp=drive_link&ouid=101997463078320365768&rtpof=true&sd=truehttps://www.linkedin.com/in/valentinacaraballo
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10/1/2025Mercedes WilsonCOGS
Patient Engagement Manager (PEM) Customer Support
USApprovedMentee / Mentor Success10/14/2025mercedes@patientpartner.com1-(845)-741-2570$25/hrhttps://drive.google.com/file/d/1OuAzab998ebzADGl5_PGeZmI6mO3anSs/view?usp=drive_linkhttps://docs.google.com/document/d/1SrPU_p_64c8hKN8AQl6G3v3bCIbJKbDK/edit?usp=drive_link&ouid=101997463078320365768&rtpof=true&sd=truehttps://www.linkedin.com/in/mercedes-wilson-ab7920114
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10/1/2025Debbee Jean FernandezSales & Marketing Virtual Assistant PHApprovedOperations & Admin 10/14/2025deb@patientpartner.com(639)-065-072-164$2100/mohttps://drive.google.com/file/d/1DeY9QioBuWIErHfUC0ujThwKYqh5RcZr/view?usp=sharinghttps://drive.google.com/file/d/1DeY9QioBuWIErHfUC0ujThwKYqh5RcZr/view?usp=drive_linkhttps://www.linkedin.com/in/debbeefernandez28
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10/1/2025Ayra Lyne EstilloreSales & Marketing Virtual Assistant PHApprovedOperations & Admin 10/14/2025ayra@patientpartner.com(639)-055-110-129$1200/mohttps://drive.google.com/file/d/1r1J1nH8qbf7jpeKti6V00b_Le5GhpR_o/view?usp=sharinghttps://drive.google.com/file/d/1r1J1nH8qbf7jpeKti6V00b_Le5GhpR_o/view?usp=drive_linkhttps://ph.linkedin.com/in/ayra-lyne-estillore-54502a219
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10/1/2025Mary Lovelyn OlaerSales & Marketing Virtual Assistant PHApprovedOperations & Admin 10/14/2025mary@patientpartner.com(639)-487-56-6211$750/mohttps://drive.google.com/file/d/16DwMdEbsOCRqA037yWt_6VxMIJGrSO_E/view?usp=sharinghttps://drive.google.com/file/d/16DwMdEbsOCRqA037yWt_6VxMIJGrSO_E/view?usp=drive_linkhttps://ph.linkedin.com/in/mary-lovelyn-olaer-261022129
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10/1/2025NelsonLegal General Counsel USApprovedLegal General Counsel 10/14/2025nblitz@exec-counsel.com 1-(703)-626-2133$350/moexec-counsel.com exec-counsel.com
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10/1/2025BlaineSales & Marketing
Salesforce Implementation Consultant
USApprovedSales Enablement & Systems Integrations10/14/2025blaine@patientpartner.com1-(510)-206-3123$75/hrhttps://drive.google.com/file/d/1ZNinJFV1zyc1cEnwSJ27NKU7zsSlyv_w/view?usp=sharinghttps://www.linkedin.com/in/blainewelkerhttps://www.linkedin.com/in/blainewelker
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10/1/2025Nick StoneSales & Marketing Email Deliverability Consultant THApprovedEmail Deliverability 10/14/2025
nick.stone@buildyourinternetbusiness.com
(669)-8495-1915$20/hrbuildyourinternetbusiness.com buildyourinternetbusiness.com
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10/1/2025Ryan Pearlawin Executive Advisory Executive Advisor USApprovedAdvisory Services 10/14/2025rperlowin@gmail.com1-(516)-330-9844$100/hrhttps://drive.google.com/file/d/1fG4jGX7YN0ySQTIrCZ73xKvkVKMdTWbw/view?usp=drive_linkhttps://www.linkedin.com/in/ryanperlowin/https://www.earlystagelabs.com/
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10/1/2025Wayne Pines Legal / Compliance / Regulatory External Counsel USApprovedCompliance Advisory Services 10/14/2025wpines@apcoworldwide.com1-(202)-256-5455$400/hrhttps://drive.google.com/file/d/1mB61fHahwT1wYsTn2jQWL3BqYhpxIHDA/view?usp=drive_linkhttps://apcoworldwide.com/people/wayne-l-pines/https://www.linkedin.com/in/wayne-pines-285b9724/
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10/1/2025David Ngay F-CFO Fractional CFO USApprovedFinancial Accounting & Bookkeeping10/14/2025dnagy@softwarecpas.com‭+1 (302) 354-2273‬$6,500/mo10/1/2025Unsatisfactory Work https://drive.google.com/drive/folders/14R6C2pJh1oDkABnOlWhQ59VfgMM2Taof?usp=drive_linkhttps://www.linkedin.com/in/davenagy/
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10/1/2025Joe JacksonSales & Marketing Revenue Growth ConsultantUSApprovedSales & Business Development10/14/2025joe@patientpartner.com$150/hrhttps://drive.google.com/drive/folders/1edlCc3jLKMN9etYTVQ99VCCLhly7LiXf?usp=drive_linkhttps://www.linkedin.com/in/joe-jackson-6ba95b11
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10/1/2025April Lewis Sales & Marketing Clincial Trials ConsultantUSApprovedSales & Business Development10/14/2025april@patientpartner.com$100/hrhttps://drive.google.com/drive/folders/1sLRUFo0fLcKaKv3Vi35G-N5bwVaRYXCW?usp=drive_linkhttps://www.linkedin.com/in/april-binder-lewis/
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10/1/2025Jim HayneExecutive Advisory F-CFO USApprovedFinancial Accounting & Bookkeeping10/14/2025jim.hayne@haynefc.com$4,000/mohttps://drive.google.com/drive/folders/1tV4cZR322Ur5VxTL5udsXzq4z8DvkUBk?usp=drive_linkhttps://www.linkedin.com/in/james-jim-hayne-4a4833a/
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10/1/2025Payam Asem Sales & Marketing Marketing Manager ConsultantUSApprovedSales & Business Development10/14/2025payam@patientpartner.com$8,000/mohttps://drive.google.com/drive/folders/1-A2O-qKNRCksTuqKfu3L0h3PU_U_gLA2?usp=drive_linkhttps://www.linkedin.com/in/payamasem/
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10/1/2025Kristin HababagSales & Marketing Virtual Assistant PH ApprovedOperations & Admin 10/14/2025kristin@patientpartner.com$1000/mohttps://drive.google.com/file/d/1WuQBlt73eJV1Jfdia3WXu40xCOoIALU0/view?usp=drive_linkhttps://www.signalhire.com/profiles/kristin-rei-hababag/236033181
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10/1/2025Patricia Ann BatisSales & Marketing Virtual Assistant PHApprovedOperations & Admin 10/14/2025ann@patientpartner.com$1500/mohttps://drive.google.com/file/d/11KvhTlnC1Kw3wAZlKYEz3nX5q3PHK2we/view?usp=drive_linkhttps://drive.google.com/file/d/11KvhTlnC1Kw3wAZlKYEz3nX5q3PHK2we/view?usp=drive_link
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 Supplier/Vendor Evaluation Criteria
1-5
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EVALUATION CRITERIA ZhichaoChrisJackieValentina CaraballoMercedes WilsonDebbee Jean FernandezAyra Lyne EstilloreMary Lovelyn OlaerNelsonBlaineNick StoneRyan Pearlawin Wayne Pines David Ngay Payam AsemJim HayneJoe JacksonApril LewisKristin HababagPatricia Ann Batis
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Alignment with Business Goals: Ensure the vendor’s services or products align with our long-term strategy and can contribute to scaling or enhancing patient engagement.55455544544554544544
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Cost vs. Value: Evaluate the cost of services against the expected value and ROI.53355544455345455344
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Track Record & Expertise: Look for proven experience, particularly in healthcare or similar sectors.45433433555555555533
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Data Security & Compliance: Confirm compliance with ISO 27001, HIPAA, and other relevant regulations.43433344444344444344
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Scalability & Flexibility: Ensure the vendor can grow with us and adapt to changing needs.34344544433443433444
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Technical Integration: Assess the vendor’s ability to integrate seamlessly with existing technology and systems.54444544444444444444
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Customer Support & Service Level Agreements (SLA): Ensure robust, responsive customer service and clearly defined SLAs.34355544433443433444
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Background in healthcare and industry experience and knowledge45544333533553533533
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Decision Criteria To Continue Working With VendorHighly skilled coding and understanding of platform archtecture Client relationships to continue to boost sales Removed due to project endingBecame A Mother
Great at working with patients and mentors
Need for all business operations
Need for all business operations
Need for all business operationsNeed for legal guidance
Need for automations and CRM guidance
Need for automations and CRM guidance
Need for industry guidanceCompliance Guidance Removed due to unsatisfactory work Need for markeing & growth
Need for bookkeeping & financial Guidance
Need for advisory on growth and sales
Need for clinical trial advisory
Need for all business operations
Need for all business operations
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SCORING CRITERIA
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1Unsatisfactory: Does not meet the minimum requirements or poses significant risks. Not a viable option.
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2Below Standard: Falls short of expectations in key areas. Only considered if necessary adjustments are made.
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3Meets Expectations: Satisfactory in most aspects but with room for improvement. Suitable for consideration.
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4Exceeds Expectations: Strong performance across all criteria. A reliable and competent option.
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5Exceptional: Fully meets or exceeds all requirements. The ideal choice with no significant concerns.
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ExpertiseTrack Record & ExpertisePrioritize vendors with a proven history of success, particularly within the healthcare sector or related fields. Their expertise should be demonstrated through past projects, innovative solutions, and a deep understanding of industry-specific challenges, ensuring they have the skills and experience necessary to meet our requirements.
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ComplianceData Security & Compliance Training & AttestationsConfirm that the vendor adheres to industry-leading standards such as ISO 27001, and any other applicable regulations. Their data security framework should include robust protection measures, regular audits, and proactive risk management practices to safeguard sensitive patient information and ensure regulatory compliance.
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GrowthScalability & FlexibilityEnsure that the vendor’s solutions are designed to grow with our organization. Their offerings should be adaptable, allowing for seamless scaling up or down in response to changing business needs, technological advancements, or shifts in the market environment without compromising performance or security.
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IntegrationTechnical IntegrationAssess the vendor’s ability to integrate their systems smoothly with our existing technology stack. Key factors include interoperability, ease of implementation, efficient data migration strategies, and ongoing technical support, all of which are essential for minimizing disruption and ensuring a cohesive IT environment.
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SupportCustomer Support & Service Level Agreements (SLA)Verify that the vendor provides robust and responsive customer support backed by clearly defined SLAs. This includes guarantees on system uptime, rapid incident resolution, and continuous support, ensuring that any issues are promptly addressed to maintain smooth business operations.
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Industry ExpertiseBackground in Healthcare and Industry ExperienceSelect vendors with a strong foundation in healthcare and a comprehensive understanding of industry-specific challenges, best practices, and regulatory requirements. Their specialized knowledge should translate into tailored solutions that not only meet today’s needs but also anticipate future trends and changes in the healthcare landscape.
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CertificationMandatory HIPAA Training CertificationRequire external vendors to complete HIPAA training certification to ensure they fully understand patient privacy protocols, secure handling of health information, and compliance with federal regulations. This requirement safeguards patient data and reinforces our commitment to data security and regulatory excellence.
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