Adama Barry
AIMU Health
info@aimuhealth.com
1-425-626-6762
Family Medicine / Mobile Primary Care
WA
New opportunity opened by Dan 2026-08-26. Initial discovery call held 8/26; detailed notes to be uploaded by Dan. Contact details, specialty and location not yet captured. 2026-08-26: Solo practitioner, mobile clinic, Washington State. New practice, already on CharmHealth. Contact: info@aimuhealth.com / 1-425-626-6762. 2026-08-26: Mobile primary care clinic — family medicine + skincare. Inbound via online search. Already on Charm, self-serve setup partially done. Credentialing service already hired. Telehealth enrolled; PDMP pending approval. 2026-08-26: Verbal acceptance: Adama said the $500-$1,000 / 4-5 hr estimate "sounded fine" on the 8/26 intro call. No signature yet — proposal still to be sent. Treat as a soft yes on price; the close is now about speed and scope, not cost. 2026-08-29: 2026-08-28: Dan emailed Adama explaining the delay (David Lee call slipped to Mon 8/31 10:00 AM re: complimentary support hour). She replied that waiting until Monday is fine. Proposal to go out Mon 8/31 after the David call.
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Call History
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.
Follow up: 2026-08-28
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