ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
DateDepartmentUpdates Action ItemsOwner Due Date Status
2
03/16/26Operations (Lyn) KPIs:
Top Priority: New enrollments, Insurance Call
Blockers: Insurance Calls, Northtowns VPN - revisit today		Ria - Connect with Lyn on MFA for VPN for Northtowns. Ask for additional account. Ria 03/16/26VPN created for Joni - Ria to coordinate with Joni
3
Clinical (Angela/Jill) KPIs:
Top Priority: Note closure, screeners, outreach. Onboarding 2 new BCMs - Leonna and BNay
Blockers: 		Jill to meet with Dr. Hughes re: note flow. Jill to send one pager to UBMD from Virna. Jill week of 03/16/26Jill met with OMH, trying to schedule with Dr. Hughes, regularly scheduled meeting this Thursday if cannot schedule beforehand
4
Product (Vlad) KPIs:
Top Priority: Admin tool - sunset all spreadsheets and intro functionality
Blockers: 		N/A
5
Provider Engagement (Ria/Jill) KPIs:
Top Priority:
Blockers: 		N/A
6
Cross Function Handoffs:
Wins:
Blockers: 		PHQ9 assignment 24 hours before appt, 988 hyperlink - VladVlad03/17/26Done
7
CEO Priorities Top 2 Priorities This Week: Standardize steady referral stream for CHS and UBMD, 3 new practice launches
KPIs: Goal 600 active patients for March (tentative)
8
03/23/26Operations (Lyn) KPIs:
Top Priority: PCWNY note pasting, Enrollments, rescheduling, and summary of people ready for discharge (cold)
Blockers: 		Second outreach for afternoon initial appt, no show audit Mike/Joni week of 03/23/26 - report back findings to team
9
Clinical (Angela/Jill) KPIs: Pt engagement- 87%, Screener Completton March- 80%, 1st-4th appt complete Nov-Feb 54%- 2 grads, 1st-3rd 82%, Note completion February within 24 hours 80%, 90.6 w/i 48 hrs
Top Priority: Onboard Akua, Support to new BCMs, Blockers: 		1. Can we check that note completion is for all ongoing, all new, all outreach/non-session and NOT for any Psych notes? 2. Completed outreach notes KPI the algorthm needs to change to Questionaire- "outreach attempt" for BCM data collection.
10
Product (Vlad) KPIs:
Top Priority:
Blockers: 		Hiring, Q2 product roadmap, enrollment tool, Q1 goal is to sunset spreadsheets and move to admin tool
11
Provider Engagement (Ria/Jill) KPIs: 1.02 referrals per provider, 132 referrals in March to date, goal is 230 which would get us to 1.74 for March (68% increase with no additional practices added)
Top Priority: Buffalo In person visits for existing partners, CCMP intro with MD365, Women In Tech conference, MD365 first patients, Allied Physicians and Dr. Oo implementation
Blockers: server for Allied Physicians
12
Cross Function Handoffs:
Wins:
Blockers: 		Need to finalize the workflow for UBMD notes, Investigate the download issue after a note is editedJill/Joni/Angela
13
CEO Priorities Top 2 Priorities This Week: OKR Q2 / YE, 600 Active pts
14
03/30/26Operations (Lyn) KPIs: 39 referrals, 23 enrolled - 58.97%
Top Priority: enrollment, note pasting, rescheduling
Blockers: increasing number of Insurance Verification		review the enrollment script add "it is almost the same amount of copay you usually see your provider"
15
Clinical (Angela/Jill) KPIs: Pt engagement 87%, screener completion- 80.7 phq9, 81.06 gad7, Appt completion- 12/2025- 3/31- 1st-4th 55%, 1sst-3rd 73%, 1st-2nd 82%, Notes completed in 24 hours- 68.9% (does this remove psych notes?) Top Priority: Hiring, need evening providers
Blockers:
16
Product (Vlad) KPIs:
Top Priority:
Blockers:
17
Provider Engagement (Ria/Jill) KPIs: 205 referrals per month, 1.55 referrals per provider on average
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM engagement
Blockers: VPN for MD365, Triage for AP
18
Cross Function Handoffs:
Wins:
Blockers:
19
CEO Priorities Top 2 Priorities This Week: Provider engagement audit, meeting our referral goal
20
04/06/26Operations (Joni) KPIs: 141 total enrollment for March, 68.1% adherence. 80% adherence for initial appointment. 3 did not attend, 2 rescheduled
Top Priority: enrollment, rescheduling, insurance verifaction, Mike's onboarding
Blockers: insurance verification		Will ask help for Ria to verify the remaining 4 insurance benefits
21
Clinical (Angela/Jill) KPIs: Pt eng- 94%, Screener completion: 81% phq/gad, appt compl: 1/1-4/31- 89 (1st-2nd), 73 (1st-3rd), 69 (1st-4th) Notes in 24hr 90.9 for April Top Priority: Hiring, need evening providers- stephanie may be able to do evenings.
Blockers: Open 60m slots for new pts. SAME DAY cancels... should we try to fill them, BCM reach out to future new pts and move them up?
22
Product (Vlad) KPIs:
Top Priority:
Blockers:
23
HR (Amber) 2 BCMs recently hired - added spanish speaking to job listing
24
Provider Engagement (Ria/Jill) KPIs: 238 referrals for March (24% increase from February to March) 1.75 referrals per provider in March (up from 1.02)
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM, UBMD, Northtowns, MMP, new launches
Blockers: Mike access
25
Cross Function Handoffs:
Wins:
Blockers:
26
CEO Priorities
Top 2 Priorities This Week: initial provider audit completed, reviewing specific charts this week for further learnings, Q2 OKRs finalized this week,
27
04/13/26Operations (Joni) KPIs: 141 total enrollment for March, 68.1% adherence. 80% adherence for initial appointment. 3 did not attend, 2 rescheduled
Top Priority: enrollment, rescheduling, insurance verifaction, Mike's onboarding
Blockers: insurance verification		Will ask help for Ria to verify the remaining 4 insurance benefits
28
Clinical (Angela/Jill) KPIs: Pt eng- 94%, Screener completion: 81% phq/gad, appt compl: 1/1-4/31- 89 (1st-2nd), 73 (1st-3rd), 69 (1st-4th) Notes in 24hr 90.9 for April Top Priority: Hiring, need evening providers- stephanie may be able to do evenings.
Blockers: Open 60m slots for new pts. SAME DAY cancels... should we try to fill them, BCM reach out to future new pts and move them up?
29
Product (Vlad) KPIs:
Top Priority: RPA, Risk stratification, SOC2, On-boarding
Blockers:
30
HR (Amber) 2 BCMs recently hired - added spanish speaking to job listing
31
Provider Engagement (Ria/Jill) KPIs: 69 referrals for April ( 72% engagement rate). MMP back on track (provider away on vacation). New practices MD365 and Allied Physicians are starting strong. 0.38 referrals per provider.
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM, UBMD, Northtowns, new launches
Blockers: MedENT access for Mac users. Dr. Oo away on vacation till 05/01
32
Cross Function Handoffs:
Wins:
Blockers:
33
CEO Priorities
Top 2 Priorities This Week: initial provider audit completed, reviewing specific charts this week for further learnings, Q2 OKRs finalized this week,
34
04/20/26Operations (Mike) 481 Total active

Total Referral: 23
Scheduled: 18
Enrollment rate: 78%

Scheduled initials:
43.75% Adherence

Blocker: Insurance verification.

Priority:
Enrollment, Note pasting and Reschedule.
John Ferson’s mock calls		Mike to get data to Jill/Angela re: cancellations from BCMs Mike
35
Clinical (Angela/Jill) Pt engagement- 95%, Screener completion 86%, 1st-2nd appt 85%, 1st-3rd, 72%, 1st-4th 61%. Notes completed in 24 hours- Is this in admin tool? Stephanie starts seeing patients today. Nicole onboards next week. Sofia is leaving (open fte), 7 BCMs attended COCM bootcamp with Virna Friday- great training. Need open notes to exist in admin tool Vlad
36
Product (Vlad) Patient "self-service", RPA, Risk stratification, SOC2
Next appointment should be shown in Appointments page, add label of who initiated the reschedule
37
Provider Engagement (Ria/Jill) KPIs: 121 referrals for April. New practices MD365 (33 so far) and Allied Physicians (21 so far) are starting strong.
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM, MD365, provider engagement strategy
Blockers:
38
Cross Function Handoffs:
Wins:
Blockers:
39
CEO Priorities Top 2 Priorities This Week: Proactive outreach campaign
40
41
4/27/2026
42
Clinical Pt engagement- 96%. Screener completion 86%- phq9, 85% gad7. Adherence- 1-2nd 84%, 1st-3rd 71, 1st-4th 60% Blockers- d/c UBMD patients- may effect appt adherence- pt's not getting chance to complete up to 4 appts. Sofia's last day 5/1. Kyoko's last day 5/6. Nicole starts today- she was evenings available. Blocker- Need dashboard for notes that are not completed- Vald working on it
43
Provider Engagement (Ria/Jill) KPIs: 158 referrals for April. New practices MD365 (46 so far) and Allied Physicians (25 so far) are ending the month strong. 1.18 referrals per provider. 1.47 referral per provider without UBMD. MMP, Allied Physicians, MD365, St Vincents, Urban Wellness and Dr. Laurri are operating above that. PCWNY, Lakeshorea and Dr. Beney are dragging us down.
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM, MD365, provider engagement strategy - Jill has been having meetings with the office managers of each individual practice and identifying the most and least influential providers and getting in front of them. May 13th Provider Dinner (RSVPs have already started to come in).
Blockers: Dr. Oo is out till May 5th, UBMD played a role in the march referrals being so high (sunsetting May 1st)
44
Operations (Mike) 436 Total active

Total Referral: 67
Scheduled: 33
Enrollment rate: 49%

Scheduled initials:
72.41% Adherence

Blocker: Insurance verification: needing TIN and PTAN for Medicare and Medicaid.

Priority:
Enrollment, Insurance verification, Note pasting and Reschedule. MD365 proactive outreach
45
Product (Vlad) Team on-boarding, product all-hands, RPA, Risk stratification, SOC2, Talkdesk integration, Nightingale v2.0 release - Appointment Reminders
Next appointment should be shown in Appointments page, add label of who initiated the reschedule
46
Cross Function Handoffs:
Wins:
Blockers:
47
CEO Priorities Top 2 Priorities This Week: Proactive outreach campaign
48
49
5/4/2026
50
Clinical Pt engagement 97%. PHQ9/Gad7 88%, 1st-2snd appt adherence 84%, 1-3 69%, 1-4th 59%. Sofia's last day was last friday. Kyoko's last day is this Wed. Colleen is OOO for 2 weeks. Shiza is OOO til Thrsday.
51
Provider Engagement (Ria/Jill) KPIs: 211 referrals for April. 2.11 referrals per provider.
Top Priority: PCWNY, Lakeshore, Dr. Beney, NFM, Dr. Laurri
Proactive Outreach - add flag to separate from referrals
52
Operations (Mike) Total Referral: 65
Scheduled: 38
Enrollment rate: 58%

Scheduled initials:
67.74% Adherence

Blocker: Insurance information in MD365 Proactive Outreach, MD365 Proactive Outreach Spiel familiarization (Continuous improvement plan is ongoing)
Priority:

MD365 proactive outreach, Enrollment, Insurance verification, Note pasting and Reschedule.
53
Product (Vlad) Nightingale v2.0 release - Appointment Reminders
Talkdesk integration kickoff
Felicity Data Pipeline,
Risk stratification,
SOC2
54
Cross Function
55
CEO Priorities Top 2 Priorities This Week: Proactive outreach -- getting practice approvals and increasing conversion
Approved: MD365, UWP, Allied
Pending approval: Lau, Laurri, Beney
56
57
May Goal
58
59
60
61
62
63
64
65
66
67
5/11/2026
68
Clinical 97% engagement rate, 63% retention from 1st - 4th appt, 88% screener completion rate. Angela out M-W this week. Meeting for capacity planning on Thursday
69
Provider Engagement (Ria/Jill) KPIs: 119 referrals so far in May (we had 212 for April total - so we hit over 50% of April referrals in the first week of May). 2.34 referrals per provider so far in May (April ended at 1.9). 445 active patients.
8 out of 12 practices have increased referrals in the last 7 days (Dr. Laurri, Lakeshore, and Dr. Beney notable following increased provider engagement)
PCWNY main focus this week, Beney, Lau, MD365, UWP, and Allied approved proactive outreach lists
In person Buffalo meetings - CMP, Provider Dinner, Practice Meetings - including Dr. Oo re-engaging for launch
70
Operations (Mike) Total Referral: 99
Scheduled: 69
Enrollment rate: 70%

Scheduled initials:
67.74% Adherence

Blocker: Insurance information in MD365 Proactive Outreach, MD365 Proactive Outreach Spiel familiarization (Continuous improvement plan is ongoing)
Priority:

MD365 proactive outreach, Enrollment, Insurance verification, Note pasting and Reschedule. 		Gather and Update the SOP for better documentation and support

Deleted Barbie Test, and added Ops teammate test for better tracking
71
Product (Vlad)
72
Cross Function
73
CEO Priorities Top 2 Priorities This Week:
74
75
5/18/2026
76
Clinical 96% engagement rate, 63% retention from 1st - 4th appt, 87% screener completion rate. Kandie (new BCM) accepted offer, starts June 1st. Two more BCMs in the pipeline.
77
Provider Engagement (Ria/Jill) KPIs: 150 referrals so far in May (33 from proactive outreach). 2.42 referrals per provider so far in May. 478 active patients. Priorities: proactive outreach for all practices. Practice wide provider enagagement. Wins: Successful Provider Dinner with Dr. Beney and NFM, Non referring providers are referring now post direct engagement from Jill and provider engagement video. introduction to CMP practices with potential for warm introductions at 6+ practices. Engage the CMP practices this week. Formalize all Proactive Outreach protocols with existing practices.
78
Operations (Mike) Total Referral: 57
Scheduled: 36
Enrollment rate: 63%

Scheduled initials:


Blocker: BCM availability, 19 slots remaining
Priority:
Enrollment, Insurance verification, Note pasting and Rescheduling

Scheduling report like what time patients normally prefer (Extract report to see number of patients who prefer to schedule morning, afternoon and evening.)

Proactive Outreach MD365
No call outreach for old and new
1 initial text only

Proactive Outreach for other practices:
UWP and other practices: Can send text and call

Need to monitor Calendly SMS Proactive Outreach. Send report to MJ EOD
79
Product (Vlad) Nightingale v2.0 - "Goal reminders" soft release
Nightingale v2.0 - Clinical escalation and schedule / reschedule ( soft release )
Nightingale v2.0 - Risk stratification ( AI Agentic System )
Nightingale v2.0 - Ingress service ( global patients database )
Aircall integration and related pages in Admin ( call logs page )
Felicity Data Pipeline - In progress, follow up on missing data
SOC2 - Waiting for quote and timeline
Talkdesk integration - on pause
Pls follow for daily releases in #product-release
80
Cross Function
81
CEO Priorities Top 2 Priorities This Week:
82
83
5/26/2026
84
Clinical 97% engagement rate, 63% retention from 1st - 4th appt, 88% screener completion rate. Kandie (new BCM) accepted offer, starts June 1st. Kelly accepted position, starts May 26th.
85
Provider Engagement (Ria/Jill) KPIs: 196 referrals so far in May 2.21 referrals per provider so far in May. 475 active patients.
86
Operations (Mike)
87
Product (Vlad) Nightingale v2.0 - "Goal reminders" soft release ( live )
Nightingale v2.0 - Clinical escalation and schedule / reschedule ( soft release )
Nightingale v2.0 - Risk stratification ( AI Agentic System )
Nightingale v2.0 - Ingress service ( global patients database )
Aircall integration and related pages in Admin ( call logs page, historicall and real time pipeline are live since last week, 0 events loss so far )
Felicity Data Pipeline - In progress, waiting for pipeline updates
SOC2 - Revisit thoropass
Goml - AI Agentic Memory follow-up
Anthropic - BAA signed, dealing with ZDR
Talkdesk integration
Pls follow for daily releases in #product-release
88
Cross Function
89
CEO Priorities • BCM hiring pipeline — did Angela complete interviews? • Outreach data cleanup — progress? • Insurance verification spreadsheet — did Joni update and share? • AI call integration — where does Vladimir stand? • Patient content sequences — did the Jill/MJ/Vladimir follow-up happen? • Referral count — May was at 150, heading into end of month where are we?BCM hiring - 2 new hires completed in May - more in the pipeli ne for review. Aircall integration completed. 196 referrals so far. Patient content - first drafts completed. Follow up item - outreach data, insurance spreadsheet, AI call integration, Jill/Vlad/MMJ sync needs to be scheduled,
90
JILL FITZGERALD: ☐ Cover Angela during interviews to ensure continuity ☐ Review higher discharge rates; develop strategies for patients with 5+ outreach attempts before discharge ANGELA ALLEN: ☐ Continue interviewing BCM candidates; increase clinical hours RIA CHOKSI: ☐ Follow up with care advocate Della Gray Haley ☐ Contact Associated Physicians to clarify referral process misunderstandings JONI TURLA: ☐ Check if BCM Chiza has increased availability ☐ Prioritize scheduling with 19 remaining BCM slots ☐ Update and share insurance verification spreadsheet ☐ Track and log patient insurance calls ☐ Coordinate insurance info updates with provider engagement team MJ CHEY: ☐ Clean and organize outreach data ☐ Coordinate with providers on Medicaid plan verifications to reduce redundant calls ☐ Analyze outreach call timing to optimize patient contact times VLADIMIR SHIN: ☐ Help tag outreach records with patient statuses ☐ Support AI call integration and data pipeline improvements ☐ Coordinate patient engagement content with Jill and MJ JILL & MJ: ☐ Develop content sequences for patient communication before/after scheduling appointments ☐ Plan follow-up meeting with Vladimir to review and refineJill's are done, reviewing with Angela on Wed, Angela's are done, Ria - continuing to outreach practice. Joni - Shiza added hours, insurance follow up with Ria and Jill. Vlad - in progress.
91
92
- Tami Daughter appt
- Disposition tags
93
94
6/1/2026
95
Operations (Mike) Total Referral: 30
Scheduled: 8
Enrollment rate: 26.7%

Scheduled initials:


Blocker: Blocker: VMs, Insurance Check, asking for a callback, pause due medical appointments,)

Priority: MD365 proactive outreach, Enrollment, Insurance verification, Note pasting and Reschedule.
Connect with the team to talk about "not enrolled" patients and referral not enrolled per agent for better tracking of outreach and barrier.

Working SOP implementation meeting with OPS team
96
Clinical 95% engagement rate, 63% retention from 1st - 4th appt, 89% screener completion rate. Kandie starts June 2nd. Kelly started last week - adding hours.
97
Provider Engagement (Ria/Jill) KPIs: 229 referrals in May. Ended the month at 2.39 referrals per provider. 481 active patients. PCWNY had a 260% increase in referrals in the last 30 days, Northtowns had a 600% increase in referrals in the last 30 days, Dr. Beney had a 100% increase in referrals in the last 30 days, NFM had a 140% increase in referrals in the last 30 days
98
Product (Vlad) Nightingale v2.0 - "Goal reminders" soft release ( live, custom plugin updates go live this week )
Nightingale v2.0 - Clinical escalation and schedule / reschedule ( soft release, slack alarm for crisis, schedule / reschedule go live this week )
Nightingale v2.0 - Risk stratification ( AI Agentic System, alpha 0.0.1 live )
Nightingale v2.0 - Patient experience, engagement messages automations
Felicity Data Pipeline - In progress
Skyvern - Prototype kick off this week
Aircall - Transcriptions integration, historical data migration and real time pipeline are done ( live )
Goml - AI Agentic Memory, good news, we got approved by AWS, kick off next week
Anthropic - In progress, BAA signed, dealing with ZDR
SOC2 - Revisit thoropass
Talkdesk - Pause / drop
Admin - In progress, OMH report
Pls follow for daily releases in #product-release
Skyvern - need help with video recording, how to navigate patient data in UWP Ria Choksi
99
CEO Priorities
100