Dashboard
Overview of your outreach pipeline
Total Providers
3
Contacted
2
Interested
2
Calls This Week
0
Pipeline
1
Cold
0
Contacted
2
Interested
0
Demo Scheduled
0
Proposal Sent
0
Closed Won
0
Closed Lost
Recent Calls
| Provider | Outcome | Notes | Date |
|---|---|---|---|
| Adama Barry AIMU Health | connected | Initial intro call with Adama Barry, AIMU Health (WA). Recently signed up with CharmHealth; new website went live 3 days ago. Launching a MOBILE PRIMARY CARE clinic — family medicine + skincare. Solo practitioner, new practice. Progress to date on her own: reviewed several Charm training videos, completed basic platform setup, applied for e-prescribing, uploaded DEA registration and required certification, enrolled in telehealth, requested PDMP access (awaiting approval). Plans to accept insurance and has already hired a credentialing service. SCOPE SHE ASKED FOR HELP WITH: 1. Patient portal configuration 2. E-prescribing setup 3. Clinical templates 4. Patient intake and consent forms 5. Mobile visit workflows 6. Billing setup incl. cash-pay services 7. Clearinghouse setup SOURCE: found Charm Experts via online search. Researched EHR platforms ~1 year before selecting CharmHealth. URGENCY: high. Website is already generating calls from prospective patients; she wants to start seeing patients ASAP. QUOTE GIVEN VERBALLY: est. 4-5 hours initial project, $500-$1,000. COMMITMENTS MADE BY DAN: (a) contact CharmHealth on her behalf — speaking with David Lee tomorrow 8/27 to flag she needs additional help from the Charm team, and to check if she qualifies for a complimentary support hour; (b) prepare and send written proposal within 1-2 days. | 8/26/2026 |
| Michael Brady Transform Partners / My Diabetes Tutor (Transform Healthcare) | connected | Technical scoping call (Otter summary). Question on the table: can Charm accept bulk asynchronous ingestion of curated patient records for My Diabetes Tutor? Context: Aetna Better Health of Illinois has already sent MDT Medicaid diabetic cohorts of 9,000 and 7,000. Direct-to-patient outreach underperformed, so the plan is to engage PCPs/care teams inside FQHC workflows. Data flow: Aetna refers -> X Cures pulls records via TEFCA/mainly Carequality -> X Cures AI parses down to diabetic-care data tied to HEDIS measures (plus new mental health and SDOH elements) -> JSON payload to CareMesh -> CareMesh inserts patient-specific content into secure provider messaging templates. Unresolved leg: how the curated record (and possibly CCDAs, PDFs, images) gets into MDT's Charm instance. Open questions: does the payload come direct from X Cures as JSON or via CareMesh as CCDA; does MDT need source documents stored in-chart for auditability/continuity; lowest-cost approach that still places a complete record. Constraint: manual chart creation is fine at ~25 referrals, breaks at payer cohorts in the thousands. Likely pilot narrows variables to Chicago FQHCs on Epic while MDT stays on Charm. Michael deliberately left the Charm solution out of the broader proposal until record design is clearer, and wants a fast conceptual feasibility answer for MDT and Aetna before detailed pricing. Michael to send the HEDIS diabetic care metrics doc and data-mapping notes. | 8/25/2026 |
| Michael Brady Transform Partners / My Diabetes Tutor (Transform Healthcare) | connected | Follow-up call to the 8/18 technical scoping consult. Attendees: Dan, Hugh, Conner and Michael Brady — first joint call with the Hugh/Conner handoff team. Detailed notes pending from Hugh; Dan will relay. Open items carried in: four technical questions (bulk async chart write, JSON vs CCDA input, whether source docs must be stored in-chart, per-transaction API economics at 16k-patient scale), the HEDIS/data-mapping document Michael owes, and whether the broader MDT/Aetna proposal has shipped with the Charm section still open. | 8/24/2026 |