Meeting Title: Brainforge | Hyp Access Weekly Sync Date: 2025-10-30 Meeting participants: Awaish Kumar, Uttam Kumaran, Grey Louisos, they/them, Audre Wirtanen, Andrea DiStefano
WEBVTT
1 00:01:58.360 ⇒ 00:01:59.440 Uttam Kumaran: Hello, Aish.
2 00:02:05.660 ⇒ 00:02:06.930 Uttam Kumaran: Nice shirt!
3 00:02:08.710 ⇒ 00:02:09.440 Awaish Kumar: Thank you.
4 00:02:10.030 ⇒ 00:02:13.929 Uttam Kumaran: Usually you’re not in a t-shirt, dude. Casual, casual Thursday.
5 00:02:17.030 ⇒ 00:02:19.449 Awaish Kumar: doing, like, long-term stuff.
6 00:02:22.070 ⇒ 00:02:22.860 Uttam Kumaran: Nice.
7 00:02:24.140 ⇒ 00:02:28.330 Uttam Kumaran: How’s the… did you end up getting the monitor and stuff? Like, how’s… how’s everything?
8 00:02:29.010 ⇒ 00:02:34.579 Awaish Kumar: Yeah, like, I got the laptop last time, this time I will get… Nice.
9 00:02:35.320 ⇒ 00:02:37.439 Uttam Kumaran: Did you submit? Did you submit the receipt?
10 00:02:38.770 ⇒ 00:02:41.839 Awaish Kumar: No, I didn’t got a webcam or anything, so…
11 00:02:42.090 ⇒ 00:02:43.320 Uttam Kumaran: Oh, okay, okay.
12 00:02:44.900 ⇒ 00:02:46.770 Uttam Kumaran: I mean, your webcam’s good, so…
13 00:02:56.240 ⇒ 00:03:00.539 Awaish Kumar: So it should… So I have to submit it to VAMP, or…
14 00:03:00.680 ⇒ 00:03:01.450 Awaish Kumar: emailed.
15 00:03:01.450 ⇒ 00:03:05.290 Uttam Kumaran: You can submit it to, yeah, finance at Brainforge.
16 00:03:35.100 ⇒ 00:03:37.900 Awaish Kumar: Yeah, have you looked at the diagram?
17 00:03:39.330 ⇒ 00:03:41.009 Uttam Kumaran: I have not, no.
18 00:03:41.250 ⇒ 00:03:42.590 Awaish Kumar: You wanna share it?
19 00:03:43.590 ⇒ 00:03:46.319 Awaish Kumar: Yeah, I actually asked,
20 00:03:46.500 ⇒ 00:03:51.860 Awaish Kumar: design team to help, but it was, like, quite late for me yesterday, so I…
21 00:03:52.160 ⇒ 00:03:59.050 Awaish Kumar: Oh, yeah, so it was quite early for them today, so I think they… Were able to make it.
22 00:03:59.750 ⇒ 00:04:00.320 Uttam Kumaran: Fine.
23 00:04:00.540 ⇒ 00:04:07.640 Awaish Kumar: This… Like, doing it by hand was really… Oh, wow.
24 00:04:07.640 ⇒ 00:04:08.370 Uttam Kumaran: I mean…
25 00:04:08.370 ⇒ 00:04:09.180 Awaish Kumar: Brain.
26 00:04:09.860 ⇒ 00:04:13.820 Uttam Kumaran: Yeah, I think we’re… but at least we have some better, like, sections, right?
27 00:04:14.580 ⇒ 00:04:18.540 Uttam Kumaran: So, we can make it… we can make it a bit better. Did you see their, their…
28 00:04:19.089 ⇒ 00:04:19.670 Uttam Kumaran: Hey, Greg.
29 00:04:19.670 ⇒ 00:04:23.349 Awaish Kumar: I incorporated all the feedback.
30 00:04:23.350 ⇒ 00:04:24.560 Uttam Kumaran: Okay, cool.
31 00:04:45.240 ⇒ 00:04:47.009 Awaish Kumar: Are you able to read?
32 00:04:48.620 ⇒ 00:04:53.820 Uttam Kumaran: Yes, although I’ll probably need to open on my side, because it’s pretty big.
33 00:04:54.800 ⇒ 00:04:56.470 Awaish Kumar: I can shoot.
34 00:05:46.630 ⇒ 00:05:48.899 Uttam Kumaran: Audrey said she’s just running a few minutes late.
35 00:05:51.990 ⇒ 00:05:59.379 Uttam Kumaran: But yeah, I think this week, we also, Gray, have some stuff to share within Healthy, so we did some testing yesterday.
36 00:05:59.760 ⇒ 00:06:05.080 Uttam Kumaran: So finally, like, getting in and making some moves there, which is good.
37 00:06:05.710 ⇒ 00:06:10.780 Grey Louisos, they/them: How is that going so far? How does healthy… Feel to work in.
38 00:06:11.770 ⇒ 00:06:13.610 Uttam Kumaran: Yeah, Wish, you wanna go first? What do you think?
39 00:06:14.190 ⇒ 00:06:17.899 Awaish Kumar: Yeah, I’ve, like, tried a few things on the healthy,
40 00:06:18.400 ⇒ 00:06:22.289 Awaish Kumar: So, like, I try to work with forms.
41 00:06:22.440 ⇒ 00:06:35.970 Awaish Kumar: then I create clients, and… so it does work, like, based on my test, I might need to adjust the flow, like, recently, I just tested that for creating an account in Healthy.
42 00:06:35.970 ⇒ 00:06:44.420 Awaish Kumar: a new patient, like, when we invite a new patient, it just automatically creates the account, healthy itself, so we don’t need to involve Kerrigan, for example, for that.
43 00:06:44.980 ⇒ 00:06:45.680 Grey Louisos, they/them: Hmm.
44 00:06:46.010 ⇒ 00:06:50.890 Awaish Kumar: But, yeah, but we might need to involve, again, for a Stripe account, or things like that.
45 00:06:51.130 ⇒ 00:06:53.220 Awaish Kumar: But it looks,
46 00:06:53.860 ⇒ 00:07:02.810 Awaish Kumar: I can try to add forms to intact flows, try to submit the flow. When I… I use one of the intact flows to submit it, but
47 00:07:03.040 ⇒ 00:07:10.890 Awaish Kumar: I think there might be an option for making some fields as required, because I was able to submit it without filling anything.
48 00:07:11.860 ⇒ 00:07:13.320 Grey Louisos, they/them: Okay.
49 00:07:13.600 ⇒ 00:07:14.810 Grey Louisos, they/them: That’s good to know.
50 00:07:15.900 ⇒ 00:07:17.600 Grey Louisos, they/them: We don’t want that.
51 00:07:20.800 ⇒ 00:07:26.050 Audre Wirtanen: Sorry about that, we, I don’t know if you guys got my email, but Andre and I were just kind of stuck on another.
52 00:07:26.050 ⇒ 00:07:28.150 Uttam Kumaran: Oh, yeah. How did it go?
53 00:07:30.770 ⇒ 00:07:32.539 Uttam Kumaran: Okay, alright.
54 00:07:32.930 ⇒ 00:07:46.000 Audre Wirtanen: the budget, and he had his general contractor identify all of the changes from our plans, but he never read our lease, so… most of what he identified was already in the… like, it’s… it’s like going in circles with, like, a chicken or something.
55 00:07:46.000 ⇒ 00:07:46.380 Uttam Kumaran: Yeah.
56 00:07:46.380 ⇒ 00:07:46.929 Audre Wirtanen: I feel…
57 00:07:47.680 ⇒ 00:07:56.330 Audre Wirtanen: I’m like, did you ever make a budget? Like, is that why you’re not sending us one? You know, we priced it out for him last November. Like, I paid for a price out for him.
58 00:07:56.330 ⇒ 00:07:56.710 Uttam Kumaran: Yeah.
59 00:07:57.380 ⇒ 00:08:02.100 Audre Wirtanen: You know, we just have to be, like, so diligent on everything. It gets a little bit, like…
60 00:08:02.990 ⇒ 00:08:06.010 Audre Wirtanen: why are we having this conversation when it’s in writing? But whatever.
61 00:08:06.010 ⇒ 00:08:06.700 Uttam Kumaran: Yeah.
62 00:08:08.500 ⇒ 00:08:13.279 Audre Wirtanen: But, I hope Andrea… I’m like, is she invited to this? She should be jumping on.
63 00:08:14.070 ⇒ 00:08:17.749 Audre Wirtanen: Oh yeah, she’s… she’s invited. Okay, great. Oh, here she is.
64 00:08:19.260 ⇒ 00:08:19.849 Audre Wirtanen: And I think…
65 00:08:19.850 ⇒ 00:08:21.670 Uttam Kumaran: So we made… Gangladesh.
66 00:08:22.800 ⇒ 00:08:30.619 Awaish Kumar: From this diagram, I have also shared some of the, like, spike documents we created for all vegetables, like.
67 00:08:30.990 ⇒ 00:08:36.619 Awaish Kumar: ZUS, Kerrigan, and the… and also, I kind of…
68 00:08:37.070 ⇒ 00:08:40.790 Awaish Kumar: formatted the… the conversation we had with Schiller.
69 00:08:40.870 ⇒ 00:08:41.940 Audre Wirtanen: Okay.
70 00:08:41.940 ⇒ 00:08:46.309 Awaish Kumar: In a document, and yeah, if they are shared with all of you.
71 00:08:47.220 ⇒ 00:08:57.429 Uttam Kumaran: Yeah, maybe I could follow up. So we do have docs on, like, our explorations into each of those tools, and then the Schiller summary. I think today, we wanted to… we’ve…
72 00:08:57.820 ⇒ 00:09:06.829 Uttam Kumaran: done another pass to the diagram, where we asked our… our design team to help us make it a little bit more beautiful. They’ll probably get to it later today, but, like.
73 00:09:06.830 ⇒ 00:09:09.279 Audre Wirtanen: This, we’ve added, like, color coding.
74 00:09:09.280 ⇒ 00:09:17.680 Uttam Kumaran: And we’ve incorporated a lot of the feedback, so… it’s accurate. I think we’re just gonna make it look, like, a little bit more, usable, but…
75 00:09:18.090 ⇒ 00:09:20.469 Uttam Kumaran: I would rather it have everything.
76 00:09:20.470 ⇒ 00:09:22.259 Andrea DiStefano: Then, and then we can, like…
77 00:09:22.440 ⇒ 00:09:24.460 Uttam Kumaran: Put it in the right place, you know?
78 00:09:25.210 ⇒ 00:09:28.090 Audre Wirtanen: Can I make… Make one more formatting suggestion.
79 00:09:28.090 ⇒ 00:09:28.940 Uttam Kumaran: Yeah.
80 00:09:28.940 ⇒ 00:09:34.129 Audre Wirtanen: Can the contrast between the letters and the background be a tiny bit more?
81 00:09:34.130 ⇒ 00:09:39.879 Uttam Kumaran: Yeah, yeah, yeah, we could… we could totally make it, like, we could just make everything black, like, all the text.
82 00:09:40.520 ⇒ 00:09:42.990 Audre Wirtanen: That would be great. Yeah, thank you.
83 00:09:43.450 ⇒ 00:09:47.450 Audre Wirtanen: It’s cause my eyes are not what they…
84 00:09:47.640 ⇒ 00:09:49.110 Audre Wirtanen: I actually should get my eyes.
85 00:09:49.400 ⇒ 00:09:51.379 Audre Wirtanen: Dang that, I’ve said that for a year and a half.
86 00:09:54.840 ⇒ 00:10:00.619 Uttam Kumaran: Cool, so maybe, Awash, what do you think is best? You want to walk through your changes since yesterday?
87 00:10:02.280 ⇒ 00:10:03.180 Uttam Kumaran: Yeah.
88 00:10:03.180 ⇒ 00:10:04.370 Awaish Kumar: And so…
89 00:10:05.720 ⇒ 00:10:17.429 Awaish Kumar: some of the changes which I made, this is only for new patient flow, so I’m trying to separate out the existing versus new patient flows in multiple diagrams.
90 00:10:18.660 ⇒ 00:10:28.840 Awaish Kumar: So, for the new patient who comes… arrives, like, there are, like, three ways, which I understood from the feedback, that, it can ask for
91 00:10:28.840 ⇒ 00:10:39.839 Awaish Kumar: like, it can come to Haldi, or ask for an appointment. Number one, it can… he can… he or she can call, or can text, or can fill out the form on… which is available on the website.
92 00:10:40.010 ⇒ 00:10:59.740 Awaish Kumar: So in, when there’s a call, the front desk… front desk is going to receive the call and invite the client, and this, the arrow goes to, like, says via Health UI, that means healthy UI. So in the healthy UI, you have the option to basically invite anyone.
93 00:10:59.810 ⇒ 00:11:04.440 Awaish Kumar: And, you send the invite link to that email address or a phone number.
94 00:11:04.660 ⇒ 00:11:23.610 Awaish Kumar: And basically, that’s how it will work. Similarly, if it is a… if someone comes from website, it directly, goes to Healthy, like, in the form responses, and Healthy will create the account,
95 00:11:23.720 ⇒ 00:11:37.699 Awaish Kumar: automatically from… from there. And, yeah. After, like, so we’ll see the form responses, and Kerrigan will create the healthy account in that flow, and then basically it goes to intact flows.
96 00:11:37.830 ⇒ 00:11:43.680 Awaish Kumar: And the same is the, like, the flow for all other
97 00:11:44.270 ⇒ 00:11:55.009 Awaish Kumar: Like, when the call is received, an invite link is sent, so they all, finally, came… come to the, the point where it says receive form responses.
98 00:11:55.200 ⇒ 00:12:13.820 Awaish Kumar: And there’s this adjustment I have to make, where I’m saying Kerrigan, so when we are sending the invite link directly from Healthy, we don’t have to use Kerrigan to create an account. In Healthy, it will automatically create it, so I just need to adjust that, which I…
99 00:12:13.820 ⇒ 00:12:14.520 Uttam Kumaran: Nice, okay.
100 00:12:14.520 ⇒ 00:12:20.920 Awaish Kumar: Oh, And after that, yeah, there are some…
101 00:12:21.680 ⇒ 00:12:33.150 Awaish Kumar: receive SMS part, I didn’t see anything in Healthy when I was testing regarding SMS, like, there’s a chat… chat box, but I’m not sure, like, how this SMS part will work.
102 00:12:33.210 ⇒ 00:12:47.500 Awaish Kumar: like, will the front desk going to receive the message, or will directly… or, like, Kerrigan is going to receive the message? Like, that requires some testing, in Kerrigan, that if it can read some SMSs.
103 00:12:47.690 ⇒ 00:12:52.849 Awaish Kumar: And for that, like, we need to have the access to Karen.
104 00:12:53.240 ⇒ 00:12:58.730 Awaish Kumar: And once we have the responses, it basically,
105 00:13:00.450 ⇒ 00:13:10.580 Awaish Kumar: healthy account, and then we go to intake flows, and there are all these flows, forms I listed here, which were mentioned in the…
106 00:13:11.140 ⇒ 00:13:20.570 Awaish Kumar: In the feedback. So, for these forms, like, I have put star, like, for the forms which are required, so we can basically…
107 00:13:20.760 ⇒ 00:13:28.930 Awaish Kumar: say some of the forms can be optional, and some can be required, and that’s possible to do in LD as well.
108 00:13:29.450 ⇒ 00:13:37.520 Audre Wirtanen: So, can I just… sorry, the… basically, the HIPAA Privacy Notice, Consent to Treat, those are required forms, legally.
109 00:13:37.520 ⇒ 00:13:38.950 Awaish Kumar: Yeah,
110 00:13:39.360 ⇒ 00:13:39.930 Audre Wirtanen: Yeah.
111 00:13:39.930 ⇒ 00:13:50.809 Awaish Kumar: I just have to wait. Like, yeah. The last three ones, like, consent forms, and these are required, I will add star in front of them, and
112 00:13:51.470 ⇒ 00:13:54.430 Awaish Kumar: From there, we are going to
113 00:13:54.830 ⇒ 00:13:59.710 Awaish Kumar: like, Garrigan is going to, like, when the… all the forms are filled out.
114 00:13:59.850 ⇒ 00:14:04.329 Audre Wirtanen: It’s going to automatically see if the account setup is complete.
115 00:14:04.330 ⇒ 00:14:06.719 Awaish Kumar: If no, it will send the reminders.
116 00:14:06.890 ⇒ 00:14:24.349 Awaish Kumar: to the patient for completing intake flows, and from there, like, it will send the link in the invite, and basically, via LDUI, again, patient can come back to the intake flows, and
117 00:14:24.500 ⇒ 00:14:36.500 Awaish Kumar: If yes, if it is complete, it will go, like, it will do some tagging, which we needed, like, based on farm responses, we need to track if it’s a severe, moderate, and low
118 00:14:36.700 ⇒ 00:14:45.610 Awaish Kumar: kind of, like, the priority for scheduling. Also, I am not sure about that, but it was in the feedback, like, we need to take accounts.
119 00:14:45.940 ⇒ 00:14:55.050 Awaish Kumar: With respect to tiers, That we can also handle automatically via Caragon. And then, finally, we have this
120 00:14:55.270 ⇒ 00:14:59.370 Awaish Kumar: create in-tech review tasks for front desk, and we’ll just, like.
121 00:14:59.610 ⇒ 00:15:07.389 Awaish Kumar: So, whenever an, like, account setup is complete, tagging is complete, Kerrigan is just going to,
122 00:15:07.500 ⇒ 00:15:24.440 Awaish Kumar: add a task for front desk, and it will be, like, available in a view in Healthy, basically. So… but also, like, we can set up some notifications, like, Kerrigan can, notify,
123 00:15:25.010 ⇒ 00:15:35.360 Awaish Kumar: Our, like, front desk that, like, the waitlist section is updated, and, similarly, it can,
124 00:15:37.140 ⇒ 00:15:42.229 Awaish Kumar: Yeah, if we want to send notifications to the patient, we can send it.
125 00:15:42.470 ⇒ 00:15:44.300 Awaish Kumar: If not, like,
126 00:15:44.520 ⇒ 00:15:56.510 Awaish Kumar: From there, when we have the task for front desk, it can review, assign providers and schedule, and when the provider and schedule is
127 00:15:57.030 ⇒ 00:16:06.239 Awaish Kumar: there’s a sign, it can send a notification as well that, like, you have an update on your application. But at the same time, we have,
128 00:16:06.960 ⇒ 00:16:12.920 Awaish Kumar: This thing, when we have assigned provider thing,
129 00:16:13.160 ⇒ 00:16:16.979 Awaish Kumar: we basically go to pre-art, like, when…
130 00:16:17.370 ⇒ 00:16:23.459 Awaish Kumar: Forms are reviewed, and your… the provider is assigned, it will, like, review the…
131 00:16:23.570 ⇒ 00:16:28.880 Awaish Kumar: for the PR person to go in and review insurance forms, or self-aid, or…
132 00:16:29.060 ⇒ 00:16:35.479 Awaish Kumar: Look for finance… review the financial assistance forms, and then we have,
133 00:16:35.550 ⇒ 00:16:47.750 Awaish Kumar: payment method, whatever it is, like, if it is, like, it’s insurance, so basically, Kerrigan can sync insurance coverage data, and run some checks from ClaimMD.
134 00:16:47.750 ⇒ 00:17:00.780 Awaish Kumar: And also, like, it says automatically… yeah. Then there’s a stapler, yeah, there’s a difference in arrows when… in the same section, when there’s an arrow without a name, that means the person has to do it manually.
135 00:17:00.830 ⇒ 00:17:06.470 Awaish Kumar: And if it says Kerrigan, that means it’s automatically under that section.
136 00:17:06.700 ⇒ 00:17:14.780 Awaish Kumar: So without arrow means, like, the person has to basically manually approve coverage, and,
137 00:17:15.010 ⇒ 00:17:32.839 Awaish Kumar: From there, then automatically we can also flag services which need manual intervention, and when, once we are done with completing services checklist by the pre-op person, basically, it can go back to the confirm appointment part in the
138 00:17:32.960 ⇒ 00:17:48.359 Awaish Kumar: front desk, so they can verify that insurance and everything is okay, and confirms the appointment, and then Kerrigan sends the appointment information or reminders to the patient.
139 00:17:49.810 ⇒ 00:17:58.390 Awaish Kumar: Second part of it is the self-pay part, and we have this In the payment system,
140 00:17:58.940 ⇒ 00:18:06.359 Awaish Kumar: We basically, in this… It’s like, when it is a self-pay, it will generate the invoice.
141 00:18:06.490 ⇒ 00:18:11.440 Awaish Kumar: And we record the payment, or set up the payment.
142 00:18:12.090 ⇒ 00:18:14.770 Awaish Kumar: And, once…
143 00:18:15.270 ⇒ 00:18:24.710 Awaish Kumar: payment… payment is set up, client will… going to receive the notification via Garragon that,
144 00:18:25.020 ⇒ 00:18:32.120 Awaish Kumar: Like, receive out-of-pocket estimates and invoice, and there’s an arrow here as well, which says.
145 00:18:32.250 ⇒ 00:18:50.510 Awaish Kumar: manually via Stripe Payment Link. Customer is going to pay for it, and it says confirm payment. When we are confirmed with the payment, it will go back to the confirmed appointment part. Fund desk can review, confirm it, and again, the appointment will be finalized.
146 00:18:50.560 ⇒ 00:18:55.399 Awaish Kumar: Like that. And then the patient will receive the details of the appointment.
147 00:18:55.660 ⇒ 00:18:58.820 Awaish Kumar: And then I have their data stores here.
148 00:18:58.920 ⇒ 00:19:14.079 Awaish Kumar: So whenever we say, yes, account setup is complete, all the forms are filled, that data is also going to the data stores. So it goes to healthy documents, and it also, through Kerrigan, I saw, like, there’s a S3,
149 00:19:14.350 ⇒ 00:19:20.700 Awaish Kumar: Connector as well, or, like, maybe connectors of some other storage, so we can…
150 00:19:20.900 ⇒ 00:19:28.969 Awaish Kumar: use, like, the cloud service… services S3 or Azure Blob Storage to move same, files into the…
151 00:19:29.360 ⇒ 00:19:39.869 Awaish Kumar: storage, cloud storage as well. Similarly, I added one feed… one flow here for updating the forms. So, for example.
152 00:19:40.310 ⇒ 00:19:52.539 Awaish Kumar: person was in waitlist, and access needs are changed now. Logs in, and access needs are changed, form is updated. So we have this flow here.
153 00:19:52.680 ⇒ 00:19:57.740 Awaish Kumar: So if, intake forms are updated, automatically we… Kerrigan will
154 00:19:57.900 ⇒ 00:20:03.950 Awaish Kumar: Receive the notification, like, check for it, and if there is,
155 00:20:04.350 ⇒ 00:20:16.530 Awaish Kumar: form update, then it goes back to these things as well. We need to tag them, maybe, what… based on what forms are changed. So, we might need to, like.
156 00:20:16.670 ⇒ 00:20:27.289 Awaish Kumar: zoom in more here, based on specific forms. Right now, I’m just taking, like, one of the examples where it says, okay, only the access form is updated, we have,
157 00:20:27.520 ⇒ 00:20:43.499 Awaish Kumar: Another check here, if it says that appointment is also confirmed, and access form is also updated, that means we need… we have some requirements changed here. And then, basically, it can, create an account here.
158 00:20:43.570 ⇒ 00:20:52.979 Awaish Kumar: basically, in the access needs view, like, there are different tasks for the practice manager, so in there, we have a new task for… for him to basically
159 00:20:53.450 ⇒ 00:20:57.040 Awaish Kumar: Review it, and, basically.
160 00:20:57.440 ⇒ 00:21:06.730 Awaish Kumar: Yeah, then in that… from that view, if Kerrigan will also automatically, reviews them and sees, like, if,
161 00:21:06.840 ⇒ 00:21:11.490 Awaish Kumar: If, like, If there’s, any needs.
162 00:21:11.820 ⇒ 00:21:18.410 Awaish Kumar: For tomorrow, and appointment is, like, confirmed, then, like, also send the…
163 00:21:18.620 ⇒ 00:21:29.540 Awaish Kumar: Notification to practice manager here for the access needs, and he will coordinate the, support for interpreters or wheelchair, etc.
164 00:21:29.670 ⇒ 00:21:36.259 Awaish Kumar: And then it confirms the logistics a day before visit, so if it is,
165 00:21:36.450 ⇒ 00:21:45.650 Awaish Kumar: Yeah, so, yeah, like, so one day before the actual visit, Kerrigan will also send the notifications to Practice Manager to basically complete it.
166 00:21:46.030 ⇒ 00:21:50.279 Awaish Kumar: Yeah, that’s… My lid.
167 00:21:52.380 ⇒ 00:21:53.559 Awaish Kumar: Yeah, I…
168 00:21:53.560 ⇒ 00:21:53.910 Audre Wirtanen: I’m concerned.
169 00:21:53.910 ⇒ 00:22:11.480 Awaish Kumar: some parts here. In this flow, which says create a Stripe payment account in Stripe. That’s part of the intake flows. When the… when we are creating LD account, it will create a Stripe account for patients. And also, second thing was an addition of this flow regarding re-verification.
170 00:22:11.510 ⇒ 00:22:24.720 Awaish Kumar: So, we will read from our data stores either S3 or healthy documents, and Kerrigan will figure out if we… there’s a need for re-verification. If… if no, do nothing. If yes, then…
171 00:22:24.750 ⇒ 00:22:32.530 Awaish Kumar: It will send the verification form to patient, and again, it sends alerts to patient, and with a link, and it comes back to system.
172 00:22:36.070 ⇒ 00:22:42.180 Audre Wirtanen: I wonder if there’s a way in Caragon, if we tag a patient as waitlisted, that it doesn’t…
173 00:22:44.000 ⇒ 00:22:48.360 Audre Wirtanen: Trigger the flows from the intake flow.
174 00:22:49.530 ⇒ 00:22:52.719 Audre Wirtanen: like… And then that way, we wouldn’t…
175 00:22:53.390 ⇒ 00:23:00.949 Audre Wirtanen: have to redo… like, it would only be until we took them off that waitlist tag that it would then initiate.
176 00:23:01.590 ⇒ 00:23:10.939 Awaish Kumar: So, this flow is showing that anyone who completes the forms, and then, this,
177 00:23:11.440 ⇒ 00:23:20.200 Awaish Kumar: Account and the… all the form responses are going to be tagged, and… and they will be added in a kind of a waitlist.
178 00:23:21.620 ⇒ 00:23:26.980 Awaish Kumar: And then the front desk will review the intake forms, and Night.
179 00:23:27.180 ⇒ 00:23:31.490 Awaish Kumar: assign the, like, remove them… remove them from wetlist if needed.
180 00:23:32.810 ⇒ 00:23:33.480 Awaish Kumar: Nope.
181 00:23:34.710 ⇒ 00:23:37.859 Awaish Kumar: For example, if it’s a severe case, and
182 00:23:38.120 ⇒ 00:23:46.550 Awaish Kumar: Fund desk needs to change, like, change the status from waitlist to the… and then book this requirement, like, she can just go there and do it.
183 00:23:47.230 ⇒ 00:23:47.970 Grey Louisos, they/them: Yeah.
184 00:23:48.730 ⇒ 00:23:50.749 Grey Louisos, they/them: I liked how you added the…
185 00:23:51.030 ⇒ 00:23:55.170 Grey Louisos, they/them: That… the re-verification, if an intake form changes, so that we can
186 00:23:55.390 ⇒ 00:23:59.480 Grey Louisos, they/them: assess the severity from there. That was a really good addition.
187 00:24:04.190 ⇒ 00:24:08.559 Awaish Kumar: So, yeah, we need to maybe zoom in more in…
188 00:24:08.560 ⇒ 00:24:09.370 Uttam Kumaran: Yeah.
189 00:24:09.370 ⇒ 00:24:14.610 Awaish Kumar: individual forms, like, if this form is updated, then to Word, then… Right.
190 00:24:20.550 ⇒ 00:24:30.669 Uttam Kumaran: I mean, my biggest call-out is, yeah, we’re gonna need Kerrigan to start testing, given that it’s, like, basically kind of one of… basically the big orchestrator here between
191 00:24:30.840 ⇒ 00:24:32.090 Uttam Kumaran: these systems.
192 00:24:32.530 ⇒ 00:24:35.099 Uttam Kumaran: So, I think one piece
193 00:24:35.910 ⇒ 00:24:40.360 Uttam Kumaran: You know, next is to just verify that that’s the tool we want to go with.
194 00:24:43.280 ⇒ 00:24:49.649 Uttam Kumaran: But yeah, that’s probably my biggest call-out after reviewing things, is just how integrated that tool is, so that’s a… that’s a pretty big decision.
195 00:24:52.380 ⇒ 00:24:53.030 Audre Wirtanen: Right.
196 00:24:56.360 ⇒ 00:25:04.000 Audre Wirtanen: And we should probably review the… Exploration of healthy…
197 00:25:04.680 ⇒ 00:25:11.330 Audre Wirtanen: stuff that you made and kind of understand, because, like, I don’t think we really understand what healthiest features.
198 00:25:11.330 ⇒ 00:25:13.599 Uttam Kumaran: Yeah, so that’s what we’ll go through today, actually.
199 00:25:14.210 ⇒ 00:25:16.939 Uttam Kumaran: So as soon as we feel good about
200 00:25:17.740 ⇒ 00:25:23.510 Uttam Kumaran: As soon as… if there’s… yeah, and we could switch to that now, but just wanted to confirm if there’s anything else that…
201 00:25:24.010 ⇒ 00:25:28.159 Awaish Kumar: We want to start… we want to go deeper on here as, like, a follow-up.
202 00:25:30.180 ⇒ 00:25:36.969 Uttam Kumaran: We could do that, and then, yeah, the next part of this meeting, we have several healthy tests that we did that will…
203 00:25:37.150 ⇒ 00:25:38.100 Uttam Kumaran: We’ll share.
204 00:25:42.020 ⇒ 00:25:49.689 Grey Louisos, they/them: Can I ask a quick question about the, the proxy documents being located in the payment system lane?
205 00:25:49.810 ⇒ 00:25:54.620 Grey Louisos, they/them: I was wondering why it was in the payment system lane.
206 00:25:57.020 ⇒ 00:25:59.730 Grey Louisos, they/them: That, because the proxy would be making the payments.
207 00:26:01.910 ⇒ 00:26:04.389 Grey Louisos, they/them: Rather than the patient in that scenario.
208 00:26:06.490 ⇒ 00:26:09.320 Awaish Kumar: Yeah, these are… I… like…
209 00:26:09.780 ⇒ 00:26:15.950 Audre Wirtanen: I don’t think… I think if the proxy makes the payments, they show up and just make the payment, though. I don’t know if the proxy is the…
210 00:26:16.180 ⇒ 00:26:16.810 Awaish Kumar: Mom.
211 00:26:18.270 ⇒ 00:26:19.200 Awaish Kumar: Okay.
212 00:26:19.390 ⇒ 00:26:22.789 Audre Wirtanen: We would have to figure out a manual assigning way to…
213 00:26:23.680 ⇒ 00:26:30.290 Awaish Kumar: So if it is just, like, automatic Kerrigan flow, Which basically just…
214 00:26:31.500 ⇒ 00:26:41.460 Awaish Kumar: Like, it can stop, like, if we don’t… what happens if we don’t have, like, the 12-month period has passed, and we don’t get any update from
215 00:26:41.920 ⇒ 00:26:51.470 Awaish Kumar: the patient, like, to renew the… to, like, refill the… for re- for re-verification, we sent some links, and we got no response. Then what happens?
216 00:26:54.050 ⇒ 00:27:00.879 Awaish Kumar: So we want to, like, pause, like, block, like, block the client until it is filled, or… what do you want to do?
217 00:27:05.950 ⇒ 00:27:09.069 Audre Wirtanen: I mean, I think we ask them to fill it out in person when they arrive.
218 00:27:10.630 ⇒ 00:27:18.220 Audre Wirtanen: Or if they come to an appointment. I mean, I feel like if… if they’re really not able to do it ahead of time, then I don’t think…
219 00:27:18.980 ⇒ 00:27:22.299 Audre Wirtanen: It would make sense to block them from…
220 00:27:22.610 ⇒ 00:27:25.409 Audre Wirtanen: Making an appointment, but then we would just…
221 00:27:25.640 ⇒ 00:27:32.399 Audre Wirtanen: maybe create… maybe Kerrigan, if… if we don’t get it before somebody comes in.
222 00:27:32.940 ⇒ 00:27:50.869 Audre Wirtanen: or schedule something. I don’t know exactly what the conditions would be that we’d set up with Carragon, but then maybe it becomes a task that the provider and the MA have to deal with in the moment during the appointment, because they’re going to be the… and they could write, you know, they could fill out the form for the person, and then the person could sign it if they’re…
223 00:27:50.930 ⇒ 00:27:54.370 Audre Wirtanen: Don’t have access to a computer, or a smartphone, or…
224 00:27:54.480 ⇒ 00:27:57.530 Audre Wirtanen: Like, maybe it’s kind of that situation? I don’t know.
225 00:27:57.890 ⇒ 00:28:02.870 Awaish Kumar: Okay, in that case, it has its… it would be in their own lane.
226 00:28:03.740 ⇒ 00:28:06.179 Awaish Kumar: Like, document the lead verification, kind of…
227 00:28:06.880 ⇒ 00:28:07.550 Audre Wirtanen: Right.
228 00:28:07.700 ⇒ 00:28:08.340 Awaish Kumar: Thank you.
229 00:28:10.630 ⇒ 00:28:11.830 Grey Louisos, they/them: Yeah, that makes sense.
230 00:28:12.230 ⇒ 00:28:27.340 Grey Louisos, they/them: Yeah, because having the documents be… not being verified, it’ll put us just, like, a little bit out of compliance, but I don’t think anybody will, be keeping too close of an eye on it, so if it lapses a little bit, I think prioritizing patients being able to get in is good.
231 00:28:29.100 ⇒ 00:28:31.970 Audre Wirtanen: I also don’t know… I mean, I’ve never…
232 00:28:32.820 ⇒ 00:28:40.060 Audre Wirtanen: had any system ask me to refill out my proxy. I’m just gonna be really honest, like, in terms of…
233 00:28:40.160 ⇒ 00:28:41.899 Audre Wirtanen: Like, I don’t think they…
234 00:28:42.680 ⇒ 00:28:53.609 Audre Wirtanen: I receive it when I first go in to a new location, but not even for infusion, just for, like, Mount Sinai and places that take Medicaid, so…
235 00:28:54.060 ⇒ 00:28:57.299 Audre Wirtanen: And then I’ve… I’ve never seen them try and…
236 00:28:58.720 ⇒ 00:29:07.690 Awaish Kumar: Okay, if we can say that if we don’t do… we don’t block them from appointment booking, but maybe we add a task
237 00:29:08.070 ⇒ 00:29:13.939 Awaish Kumar: If we are not getting response automatically, we just add a task for provider to basically…
238 00:29:13.940 ⇒ 00:29:14.710 Audre Wirtanen: Oh my god.
239 00:29:14.710 ⇒ 00:29:17.370 Awaish Kumar: Do that while patient is entering the clinic.
240 00:29:17.790 ⇒ 00:29:20.419 Audre Wirtanen: And maybe there’s a way we could add the task.
241 00:29:21.200 ⇒ 00:29:25.180 Audre Wirtanen: a question that Gray and I had at some point was, like.
242 00:29:26.390 ⇒ 00:29:37.769 Audre Wirtanen: could we make the task assigned to a bunch of different people, but then one person could close the task, and then it closes it for everybody? So, like, let’s say
243 00:29:37.770 ⇒ 00:29:50.770 Audre Wirtanen: the provider doesn’t get to the task in the appointment for whatever reason, and then they go… the person goes to check out, and the person at the front desk can see the task is still open, and be like, okay, we really need you to do this before you leave. Like, I don’t know if…
244 00:29:51.470 ⇒ 00:29:53.369 Audre Wirtanen: There would be a way through.
245 00:29:53.630 ⇒ 00:30:01.660 Audre Wirtanen: healthy tasks to make that happen, or if we would need a different task management software through Caragon.
246 00:30:02.050 ⇒ 00:30:03.929 Audre Wirtanen: Or the Care Law Connect.
247 00:30:04.610 ⇒ 00:30:05.480 Awaish Kumar: Okay.
248 00:30:06.470 ⇒ 00:30:07.870 Awaish Kumar: Yeah, thanks.
249 00:30:08.210 ⇒ 00:30:14.240 Awaish Kumar: We can do… do these, like, rigorous testing once, try to…
250 00:30:14.430 ⇒ 00:30:17.880 Awaish Kumar: Go in the system, basically do that with hand, and how it works.
251 00:30:20.690 ⇒ 00:30:29.820 Grey Louisos, they/them: I think it’s possible in Healthy. I think that… that function, the multiple person task function works like that in Healthy, I’m pretty sure, yeah.
252 00:30:29.990 ⇒ 00:30:32.590 Grey Louisos, they/them: But, yeah, it would be good to test, I agree.
253 00:30:36.480 ⇒ 00:30:39.039 Awaish Kumar: I don’t know if, like, is there any…
254 00:30:39.620 ⇒ 00:30:44.269 Awaish Kumar: vain healthy to have multiple accounts, like,
255 00:30:45.100 ⇒ 00:30:52.630 Awaish Kumar: Like, for each employee, we have an account, and based on that, we see what tasks are going where, and if we log in through there.
256 00:30:54.240 ⇒ 00:30:55.139 Audre Wirtanen: Yeah, we do know.
257 00:30:55.140 ⇒ 00:30:58.670 Awaish Kumar: Log in, and we can see these tasks are assigned to that person.
258 00:30:59.370 ⇒ 00:31:11.259 Audre Wirtanen: So, each seat also has a support seat, and… our… The group plan includes…
259 00:31:12.330 ⇒ 00:31:13.870 Audre Wirtanen: Let me look this up really quick.
260 00:31:20.070 ⇒ 00:31:21.270 Awaish Kumar: Oh, I see.
261 00:31:21.760 ⇒ 00:31:31.309 Audre Wirtanen: one standard role and one support role. So we should be able to at least have two people that we can test to, so I’m not sure how we assign a support role.
262 00:31:32.130 ⇒ 00:31:35.080 Audre Wirtanen: But we can add somebody else’s
263 00:31:35.480 ⇒ 00:31:45.069 Audre Wirtanen: Login for that. And then if we need to add another provider for $50, then we would be adding 2 more seats.
264 00:31:45.470 ⇒ 00:31:50.530 Awaish Kumar: a provider and a support role, which you can kind of assign to be anybody. So we could…
265 00:31:50.530 ⇒ 00:31:56.300 Audre Wirtanen: Expand it to 4 seats, if that would also be… Helpful to test.
266 00:31:57.640 ⇒ 00:32:01.539 Audre Wirtanen: Across, like, support and provider. Like, I don’t know how they…
267 00:32:03.260 ⇒ 00:32:07.390 Audre Wirtanen: If those are linked, or if they’re just kind of, like, we give you two in one.
268 00:32:09.570 ⇒ 00:32:10.880 Awaish Kumar: I…
269 00:32:11.450 ⇒ 00:32:27.070 Awaish Kumar: I’m not sure, but, like, I… if I recall from the demo we had with Haldi, like, she was able to, like, from their UI, change switch roles and just see the different views, instead of log out and log in again to see it.
270 00:32:27.380 ⇒ 00:32:31.160 Awaish Kumar: She was able to demo that, like, we are… if we can…
271 00:32:31.700 ⇒ 00:32:36.110 Awaish Kumar: Because we had such some kind of that, like, sandbox that we could use.
272 00:32:37.280 ⇒ 00:32:38.130 Audre Wirtanen: Yeah.
273 00:32:41.430 ⇒ 00:32:47.329 Grey Louisos, they/them: Yeah, I don’t think that the standard seats and the support seats are linked to each other, I do think they’re just…
274 00:32:47.550 ⇒ 00:32:48.350 Audre Wirtanen: two separate.
275 00:32:48.350 ⇒ 00:33:05.479 Grey Louisos, they/them: Yeah, just ways to access the system. The standard seat just has more permissions than the support seats. Support seats, I don’t think, can, like, prescribe or order, but they can do other things, so the standard seats just have to be the providers, and supports are everyone else.
276 00:33:05.800 ⇒ 00:33:06.810 Awaish Kumar: Okay.
277 00:33:07.180 ⇒ 00:33:11.959 Awaish Kumar: But, like, at the end, we need all of them, like, front desk, practice manager.
278 00:33:12.960 ⇒ 00:33:17.290 Awaish Kumar: To be in the providers, to be in the… System, right?
279 00:33:18.780 ⇒ 00:33:19.240 Grey Louisos, they/them: Yeah.
280 00:33:19.240 ⇒ 00:33:22.280 Audre Wirtanen: Yeah, we probably need… so if we did 4…
281 00:33:23.970 ⇒ 00:33:27.030 Audre Wirtanen: Well, how many do we need? We need one provider.
282 00:33:27.740 ⇒ 00:33:30.249 Audre Wirtanen: Do we want to do an MA also, Gray?
283 00:33:31.170 ⇒ 00:33:36.040 Audre Wirtanen: Provider, MA… Practice manager.
284 00:33:37.510 ⇒ 00:33:41.980 Grey Louisos, they/them: Yeah, the number we gave to Healthy was 11 standard and 11 support.
285 00:33:42.150 ⇒ 00:33:44.500 Grey Louisos, they/them: Initially.
286 00:33:45.240 ⇒ 00:33:47.869 Audre Wirtanen: Is there a way, though, we can identify, like.
287 00:33:48.550 ⇒ 00:33:51.870 Audre Wirtanen: A smaller, because 22 is gonna be…
288 00:33:52.300 ⇒ 00:34:00.820 Audre Wirtanen: like, $1,000 a month. So I guess I’m just wondering, or more, is there a way to just close one team loop and kind of test
289 00:34:01.540 ⇒ 00:34:02.560 Audre Wirtanen: with, like.
290 00:34:03.210 ⇒ 00:34:08.940 Awaish Kumar: That’s enough. We have just one person for each role, and we can see…
291 00:34:09.409 ⇒ 00:34:17.590 Awaish Kumar: as a new patient, I filled out a form, then it goes to LE, and there’s into this
292 00:34:17.860 ⇒ 00:34:22.720 Awaish Kumar: This intake flow is completed, and then it goes to front desk, and the bank.
293 00:34:23.210 ⇒ 00:34:26.030 Awaish Kumar: At the end, we have a complete, like, order.
294 00:34:26.630 ⇒ 00:34:27.540 Audre Wirtanen: Right.
295 00:34:28.620 ⇒ 00:34:31.539 Grey Louisos, they/them: I see what you’re saying, sorry, I misunderstood.
296 00:34:31.540 ⇒ 00:34:32.050 Audre Wirtanen: that.
297 00:34:33.380 ⇒ 00:34:37.280 Grey Louisos, they/them: Yeah, I think to test with an MA, seat would be good, too.
298 00:34:37.929 ⇒ 00:34:40.459 Audre Wirtanen: So if we had… and I’m also, like.
299 00:34:40.799 ⇒ 00:34:44.959 Audre Wirtanen: What if one person was two things in one, and we just assign…
300 00:34:45.529 ⇒ 00:34:54.529 Audre Wirtanen: Like, is there a way to be like, okay, the provider and MA obviously need to be different seats, but what if the front desk and the pre-auth person are the same?
301 00:34:54.639 ⇒ 00:35:01.369 Audre Wirtanen: And then we have the practice manager and billing, or… I don’t know if we actually want.
302 00:35:02.499 ⇒ 00:35:03.949 Awaish Kumar: If we need the billing.
303 00:35:04.869 ⇒ 00:35:06.339 Audre Wirtanen: Or if we just want.
304 00:35:07.589 ⇒ 00:35:09.719 Audre Wirtanen: Maybe I need to think about it a little bit.
305 00:35:10.660 ⇒ 00:35:16.020 Grey Louisos, they/them: I think we could probably, for testing, combine all front desk into one account… one seat.
306 00:35:16.360 ⇒ 00:35:29.489 Grey Louisos, they/them: And then I would love to have the MA be separate, just so that we can see how they’re… that a support seat’s able to access the charts in the way the MA will need to, and then… and then, yeah, the provider separate.
307 00:35:29.980 ⇒ 00:35:33.809 Audre Wirtanen: So, all… Then, add to my list.
308 00:35:35.810 ⇒ 00:35:42.110 Audre Wirtanen: I will upgrade.
309 00:35:43.190 ⇒ 00:35:49.360 Audre Wirtanen: Upgrade healthy, To add another provider slash support seat.
310 00:35:49.670 ⇒ 00:35:54.910 Audre Wirtanen: Rolls… Okay, great.
311 00:35:55.200 ⇒ 00:35:59.729 Audre Wirtanen: That should be very easy, I think I can just do it. I don’t think I need anything, really.
312 00:36:10.350 ⇒ 00:36:14.889 Audre Wirtanen: Were there any… areas awish that you felt like
313 00:36:15.980 ⇒ 00:36:23.869 Audre Wirtanen: we could provide you more information, or be clearer, or does it really feel like the next step is just, like, bring in Kerrigan and kind of see what happens?
314 00:36:25.680 ⇒ 00:36:31.859 Awaish Kumar: Yes, like, I have mentioned in my call, like, a few things which I thought of, like.
315 00:36:32.010 ⇒ 00:36:35.509 Awaish Kumar: How this is going to work for multiple forms.
316 00:36:35.670 ⇒ 00:36:39.030 Awaish Kumar: And then the second one, like,
317 00:36:39.490 ⇒ 00:36:42.579 Awaish Kumar: This one, like, if intact flow forms are updated.
318 00:36:42.900 ⇒ 00:36:48.740 Awaish Kumar: For each individual form, how we are going to handle the flow, if it does nothing, if it
319 00:36:48.960 ⇒ 00:36:57.640 Awaish Kumar: Changes the access needs, or changes the payment schedule, or whatever, and secondly.
320 00:36:57.860 ⇒ 00:37:02.600 Awaish Kumar: This SMS part, I have to figure out. Right.
321 00:37:03.190 ⇒ 00:37:07.560 Awaish Kumar: how it will work through Kerrigan, or how it’s going to work.
322 00:37:08.830 ⇒ 00:37:13.349 Audre Wirtanen: Right, could it be OMD? I think in our… let me pull up something really quick.
323 00:37:14.180 ⇒ 00:37:15.710 Audre Wirtanen: Where did it go?
324 00:37:15.710 ⇒ 00:37:18.849 Awaish Kumar: And, yeah, one of the things which…
325 00:37:19.070 ⇒ 00:37:24.230 Awaish Kumar: like, how Zeus will be introducing this flow?
326 00:37:26.020 ⇒ 00:37:32.569 Awaish Kumar: Like, patient history… like, ZUS integration, we did a smartphone.
327 00:37:34.330 ⇒ 00:37:38.130 Audre Wirtanen: And what is… Zeus do again? Remind me about that.
328 00:37:38.130 ⇒ 00:37:41.279 Awaish Kumar: It has, like, a patient history, like, all the…
329 00:37:41.530 ⇒ 00:37:45.019 Awaish Kumar: X-ray images, clinical, like, reports and things.
330 00:37:45.020 ⇒ 00:37:48.889 Audre Wirtanen: Right, right. This was the thing of, like, can we actually see the MRIs? Right.
331 00:37:55.090 ⇒ 00:38:01.230 Awaish Kumar: So, does that need to be in this flow, or that’s just side… on the site for the provider to look at it?
332 00:38:02.110 ⇒ 00:38:02.950 Audre Wirtanen: Right.
333 00:38:06.190 ⇒ 00:38:06.700 Andrea DiStefano: Hmm.
334 00:38:06.700 ⇒ 00:38:09.789 Grey Louisos, they/them: If we were going to use that integration yet or not.
335 00:38:10.090 ⇒ 00:38:13.629 Grey Louisos, they/them: I think maybe that’s… is that… I think that’s still a question, right?
336 00:38:14.350 ⇒ 00:38:19.669 Audre Wirtanen: Let me pull up our IT… just give me one second…
337 00:38:21.030 ⇒ 00:38:25.480 Audre Wirtanen: Here we go, here’s our IT vendor selection document.
338 00:38:25.720 ⇒ 00:38:34.890 Audre Wirtanen: So… In terms of… Zeus, or Zus, or however you say it. Right, we have not confirmed…
339 00:38:37.310 ⇒ 00:38:42.039 Audre Wirtanen: Whether or not the integration… we know it’s a separate contract.
340 00:38:42.730 ⇒ 00:38:45.390 Audre Wirtanen: So we would need a separate trial.
341 00:38:45.740 ⇒ 00:38:48.219 Audre Wirtanen: To understand it, basically.
342 00:38:48.850 ⇒ 00:38:54.060 Awaish Kumar: And we need to just understand how it works, probably before we even know.
343 00:38:54.060 ⇒ 00:38:59.249 Audre Wirtanen: what questions exactly, or, like, how exactly it would fit in and where.
344 00:38:59.930 ⇒ 00:39:04.339 Grey Louisos, they/them: I did… I went to a demo for it, and basically it just pulls, like.
345 00:39:04.510 ⇒ 00:39:11.480 Grey Louisos, they/them: history and summarizes it in a small window for the provider. But…
346 00:39:11.980 ⇒ 00:39:15.490 Grey Louisos, they/them: I don’t know, I think, like, if we were able to get
347 00:39:16.300 ⇒ 00:39:19.759 Grey Louisos, they/them: What we needed from the intake flow, and from…
348 00:39:20.110 ⇒ 00:39:25.820 Grey Louisos, they/them: like, medical releases from their past, providers, I don’t know if it would…
349 00:39:26.480 ⇒ 00:39:32.539 Grey Louisos, they/them: pull as nuanced and as much information as we need. I think it would be… it would be good if we could
350 00:39:33.170 ⇒ 00:39:38.039 Grey Louisos, they/them: Make it work without that additional integration, if possible, if the…
351 00:39:39.190 ⇒ 00:39:40.270 Audre Wirtanen: So then we’re done.
352 00:39:40.650 ⇒ 00:39:46.730 Audre Wirtanen: manual, though? I mean, how would you… pull from the Epic.
353 00:39:47.810 ⇒ 00:39:51.940 Awaish Kumar: So without that, like, we have intake flow. We have only one…
354 00:39:52.110 ⇒ 00:39:55.789 Awaish Kumar: Way to, get the input from patient.
355 00:39:55.930 ⇒ 00:39:59.310 Awaish Kumar: or know anything about the patient. That is intake forms.
356 00:39:59.420 ⇒ 00:40:09.699 Awaish Kumar: One way is to get that information through intake forms, or ask them to, like, upload documents in the Healthy directly. And the second way is
357 00:40:10.140 ⇒ 00:40:21.080 Awaish Kumar: to pull some of the data, like their reports or x-rays or any kind of previous records, automatically from Zeus, even if,
358 00:40:21.680 ⇒ 00:40:26.679 Awaish Kumar: Like, we can then make few things optional for the client itself.
359 00:40:28.830 ⇒ 00:40:36.039 Audre Wirtanen: I guess I just don’t understand why I would trust an integration to just provide me summaries. Like, if that’s based in AI, I would be like, excuse me.
360 00:40:36.040 ⇒ 00:40:44.390 Awaish Kumar: Yeah, that won’t just provide you summaries, like, it can give you summary, but it will have all the, like, the forms and x-rays and images there.
361 00:40:45.100 ⇒ 00:40:46.020 Audre Wirtanen: It would.
362 00:40:46.990 ⇒ 00:40:50.059 Awaish Kumar: Yeah, that’s what my… they say in their…
363 00:40:50.240 ⇒ 00:40:52.490 Audre Wirtanen: Documentation.
364 00:40:54.340 ⇒ 00:40:59.720 Audre Wirtanen: So maybe we need… Like, a more specific demo?
365 00:41:00.870 ⇒ 00:41:07.229 Awaish Kumar: So I have shared the doc, like, which says their features and capabilities.
366 00:41:09.400 ⇒ 00:41:10.090 Audre Wirtanen: Okay.
367 00:41:10.640 ⇒ 00:41:15.529 Awaish Kumar: But yeah, we need to… obviously, we have to downwater look at it further.
368 00:41:17.650 ⇒ 00:41:25.920 Audre Wirtanen: So… We need to time… Well, I guess my question is, should we…
369 00:41:26.890 ⇒ 00:41:29.149 Audre Wirtanen: So first, I’ll increase the seats.
370 00:41:29.280 ⇒ 00:41:35.040 Audre Wirtanen: will simultaneously meet with… I think her name is Irini, if I remember correctly.
371 00:41:35.160 ⇒ 00:41:36.080 Audre Wirtanen: to…
372 00:41:36.680 ⇒ 00:41:46.319 Audre Wirtanen: have you all ask… like, I’d like to do a demo with all of us, so you all can ask her questions, because when I was asking her questions, she just was like, well, this is the demo, and I was like, but…
373 00:41:46.350 ⇒ 00:41:48.120 Awaish Kumar: I don’t understand how it works.
374 00:41:48.120 ⇒ 00:41:55.110 Audre Wirtanen: And then we’ll get that… it’s technically, like, a 15-day trial that she would extend twice for us.
375 00:41:56.520 ⇒ 00:42:00.280 Audre Wirtanen: And then, so we’d have 45 days to do the trial.
376 00:42:00.550 ⇒ 00:42:03.369 Audre Wirtanen: And then, I don’t really understand…
377 00:42:04.040 ⇒ 00:42:08.759 Audre Wirtanen: And I think even in our conversation around pricing, there was a misunderstanding, because
378 00:42:09.220 ⇒ 00:42:14.550 Audre Wirtanen: She was talking about patient numbers, and then their pricing is based on data flow numbers.
379 00:42:14.730 ⇒ 00:42:16.280 Audre Wirtanen: Of, like, specific…
380 00:42:16.850 ⇒ 00:42:26.219 Audre Wirtanen: flows that have sub-branches, and it’s hard for me to understand, like, what is… what constitutes one flow versus, like, when is it a separate flow, if it’s a sub-branch that has, like.
381 00:42:27.600 ⇒ 00:42:35.990 Audre Wirtanen: I don’t know. Does it need to be connected at the top for only 10% of the time, and then all of the sub-branches are still a part of the data flow, or are they considered different?
382 00:42:38.120 ⇒ 00:42:43.939 Audre Wirtanen: So… Anyway, I feel like there’s some…
383 00:42:44.400 ⇒ 00:42:53.060 Audre Wirtanen: pricing understanding that I need to know what we should start with for building things out in Kerrigan after the…
384 00:42:53.710 ⇒ 00:42:59.840 Audre Wirtanen: Whatchamacallit, practice thing, whatever it’s called.
385 00:42:59.950 ⇒ 00:43:00.770 Audre Wirtanen: Trial.
386 00:43:01.900 ⇒ 00:43:05.959 Audre Wirtanen: And then we want to bring Zus, Zeus, into it as well.
387 00:43:07.050 ⇒ 00:43:11.740 Audre Wirtanen: So should we do a demo with Caragon and Zeus next week?
388 00:43:11.920 ⇒ 00:43:15.249 Audre Wirtanen: And then start those trials simultaneously.
389 00:43:17.490 ⇒ 00:43:18.180 Awaish Kumar: Wouldn’t that.
390 00:43:18.190 ⇒ 00:43:19.270 Audre Wirtanen: Hopeful?
391 00:43:19.270 ⇒ 00:43:23.660 Uttam Kumaran: Yeah, I definitely think we need to do the Kerrigan, I guess up… oh wait, it’s up to you.
392 00:43:24.030 ⇒ 00:43:28.139 Awaish Kumar: Yeah, Garrigan, is the… like, I think that’s the main one we should…
393 00:43:28.450 ⇒ 00:43:34.610 Awaish Kumar: Go with that and test the complete flow, and we can adjust, like, include the other
394 00:43:34.990 ⇒ 00:43:37.700 Awaish Kumar: Like, softwares into it, if required.
395 00:43:38.300 ⇒ 00:43:38.850 Uttam Kumaran: Okay.
396 00:43:40.820 ⇒ 00:43:45.670 Andrea DiStefano: Like, the other one, in addition to Zeus, is the OMD for texting.
397 00:43:46.080 ⇒ 00:43:53.039 Andrea DiStefano: But that’s, like, you know, Caragon, that comes first, and then… All of the add-ons.
398 00:43:54.690 ⇒ 00:43:55.680 Audre Wirtanen: So…
399 00:43:56.350 ⇒ 00:44:03.049 Audre Wirtanen: Andrea, sorry, I think I’m… so is OMD separate from Carragon? Like, we need to activate an OMD trial.
400 00:44:03.930 ⇒ 00:44:07.160 Andrea DiStefano: Oh, actually, you know what? OMD is with… healthy.
401 00:44:07.470 ⇒ 00:44:08.400 Andrea DiStefano: That’s right.
402 00:44:10.030 ⇒ 00:44:10.790 Andrea DiStefano: Okay.
403 00:44:13.140 ⇒ 00:44:27.040 Andrea DiStefano: I think after exploring, like, how Caragon works, just because there’s… I feel like there’s so much, after exploring how Caragon works, then we could look at all of these other pieces, like the… the native healthy integrations.
404 00:44:27.040 ⇒ 00:44:37.779 Andrea DiStefano: That, we’re thinking of getting as add-ons. So, like, Zeus is a native healthy integration. OMD is a native healthy integration. You already have some included.
405 00:44:37.850 ⇒ 00:44:39.919 Andrea DiStefano: In your quote.
406 00:44:40.240 ⇒ 00:44:40.910 Audre Wirtanen: Yeah.
407 00:44:40.910 ⇒ 00:44:49.069 Andrea DiStefano: But I think we just, like, need to understand all of those, and I guess hopefully pricing is, like, a little bit simpler for the native integrations.
408 00:44:49.220 ⇒ 00:44:56.939 Andrea DiStefano: And then Dialpad, which is a Caragon… integration with Healthy.
409 00:45:00.240 ⇒ 00:45:01.280 Audre Wirtanen: Right.
410 00:45:01.820 ⇒ 00:45:04.690 Audre Wirtanen: Maybe we can do Dialpad last.
411 00:45:04.690 ⇒ 00:45:06.690 Uttam Kumaran: Yeah, that’s what I think we talked about.
412 00:45:07.030 ⇒ 00:45:08.110 Audre Wirtanen: Initially.
413 00:45:08.200 ⇒ 00:45:09.439 Uttam Kumaran: Yeah, pushing it off.
414 00:45:10.870 ⇒ 00:45:11.610 Audre Wirtanen: Okay.
415 00:45:17.450 ⇒ 00:45:21.399 Uttam Kumaran: Oh, Weisha, I know we only have 15 minutes, do you want to kind of walk through healthy?
416 00:45:22.890 ⇒ 00:45:25.250 Awaish Kumar: The other items…
417 00:45:33.150 ⇒ 00:45:42.590 Awaish Kumar: Okay, so… I’ve entered into the forms, and I see, like, Quite a few were created.
418 00:45:43.270 ⇒ 00:45:45.569 Awaish Kumar: My upgrade over there.
419 00:45:45.850 ⇒ 00:45:49.950 Awaish Kumar: So I used one of the forms called patient intake form.
420 00:45:51.210 ⇒ 00:45:59.749 Awaish Kumar: And we do… So, yeah, that is the thing I was talking about. If there’s any…
421 00:46:00.230 ⇒ 00:46:04.749 Awaish Kumar: Yeah, there’s a, like, way to make it, make it, like, required.
422 00:46:05.030 ⇒ 00:46:10.349 Awaish Kumar: So we are not getting, like, the… like, empty responses?
423 00:46:10.930 ⇒ 00:46:11.940 Audre Wirtanen: I see what you’re saying.
424 00:46:11.940 ⇒ 00:46:14.190 Awaish Kumar: And then I…
425 00:46:15.490 ⇒ 00:46:23.270 Awaish Kumar: Yeah, I went into the intact flows, and one of this… in this intact flow, I included one… this form called patient intake form.
426 00:46:23.630 ⇒ 00:46:25.919 Awaish Kumar: So here is also a way to, like.
427 00:46:26.140 ⇒ 00:46:32.619 Awaish Kumar: Set it as optional or required. So we can have multiple documents here.
428 00:46:33.030 ⇒ 00:46:33.930 Awaish Kumar: Wow.
429 00:46:35.540 ⇒ 00:46:39.850 Awaish Kumar: And, yeah, once that is done, like.
430 00:46:41.260 ⇒ 00:46:49.130 Awaish Kumar: like, we can set up how the intake flow will work, and then, yeah, basically in the clients, I just went in and added a…
431 00:46:50.090 ⇒ 00:46:53.029 Awaish Kumar: And myself, as a client here.
432 00:46:54.960 ⇒ 00:46:58.470 Awaish Kumar: So, basically, I just got,
433 00:46:59.770 ⇒ 00:47:04.690 Awaish Kumar: I use my personal email to basically get the intake forms, and
434 00:47:05.030 ⇒ 00:47:07.619 Awaish Kumar: It can… it did send me…
435 00:47:07.730 ⇒ 00:47:09.770 Awaish Kumar: a link here, and then I…
436 00:47:10.090 ⇒ 00:47:17.800 Awaish Kumar: I basically signed it… signed up for it, and that’s basically… What…
437 00:47:19.230 ⇒ 00:47:25.650 Awaish Kumar: what it looks like, and so, all the things which I also found out doing that is
438 00:47:26.310 ⇒ 00:47:28.919 Awaish Kumar: I’m not able to use my…
439 00:47:30.570 ⇒ 00:47:39.310 Awaish Kumar: I don’t know, I was not able to use my BrainForge account, I don’t know why. I didn’t get the right link there, but I did get on my personal email.
440 00:47:39.520 ⇒ 00:47:42.090 Awaish Kumar: So, we’ve got… Oh, okay.
441 00:47:43.360 ⇒ 00:47:49.069 Awaish Kumar: So this is… this was one of the ways to basically add a new client, and we can then,
442 00:47:49.300 ⇒ 00:47:50.810 Awaish Kumar: share this…
443 00:47:52.510 ⇒ 00:48:06.489 Awaish Kumar: invite link, basically, and add an invite client. So this is our first flow. Basically, we are… somebody calls, we can invite them here, and then,
444 00:48:06.510 ⇒ 00:48:13.750 Awaish Kumar: It sends the form to the person in the email, or the phone number, and then from there, you can basically fill out the forms.
445 00:48:13.900 ⇒ 00:48:21.220 Awaish Kumar: Submit it, and it will create the account automatically, so we don’t need Carrigan here for account creation. In healthy.
446 00:48:21.630 ⇒ 00:48:24.870 Awaish Kumar: In this flow. I’m not sure about,
447 00:48:25.140 ⇒ 00:48:33.320 Awaish Kumar: how it will work when we have embedded forms in the website, so I need to test it, so I don’t know if we already have website.
448 00:48:33.440 ⇒ 00:48:35.180 Awaish Kumar: Up and running with forms?
449 00:48:35.960 ⇒ 00:48:38.880 Audre Wirtanen: We have our own… we…
450 00:48:39.760 ⇒ 00:48:55.069 Audre Wirtanen: Basically, we’re finalizing our first website to be the template we’re kind of copying and pasting for the HypeCare website, because we’re doing all this accessibility stuff, and we need it to be the same bones, essentially. So, we can do it.
451 00:48:55.160 ⇒ 00:48:56.990 Awaish Kumar: on a…
452 00:48:57.040 ⇒ 00:49:01.209 Audre Wirtanen: Maybe password-protected page that we create on our current website.
453 00:49:01.330 ⇒ 00:49:06.370 Audre Wirtanen: that we all have access to, would that work? And then we trial it through that.
454 00:49:07.200 ⇒ 00:49:08.410 Awaish Kumar: Okay, yeah.
455 00:49:08.590 ⇒ 00:49:09.220 Audre Wirtanen: Okay.
456 00:49:10.380 ⇒ 00:49:15.900 Awaish Kumar: I just… I’m just concerned about, like, here we are sending a link, which is basically,
457 00:49:16.410 ⇒ 00:49:18.500 Awaish Kumar: a healthy,
458 00:49:18.860 ⇒ 00:49:26.339 Awaish Kumar: link, and I… I don’t know, like, that form will be… and that is, like, unique… maybe unique for each… each person we are inviting.
459 00:49:26.580 ⇒ 00:49:28.969 Awaish Kumar: The form will be a generic…
460 00:49:29.160 ⇒ 00:49:43.909 Awaish Kumar: placeholder, so how that was… that is going to create accounts in LD, I’m not sure. Maybe I really need to test it out, like, if we need Kerrigan between there, or it will also automatically create the accounts for clients.
461 00:49:44.630 ⇒ 00:49:45.280 Audre Wirtanen: Okay.
462 00:49:45.600 ⇒ 00:49:55.650 Awaish Kumar: Yeah. Yeah. Then, the second thing was, at that point, also to create a cloud… create an account in Stripe, and yeah, for that, we…
463 00:49:57.370 ⇒ 00:50:01.740 Awaish Kumar: I don’t know, I found out that we needed a verification first time.
464 00:50:02.490 ⇒ 00:50:03.180 Audre Wirtanen: Okay.
465 00:50:04.240 ⇒ 00:50:10.200 Awaish Kumar: So, like, we enable the integration, but it says that we have to… like, it needs verification.
466 00:50:11.000 ⇒ 00:50:15.240 Audre Wirtanen: from, like, L? From someone else.
467 00:50:15.240 ⇒ 00:50:16.260 Awaish Kumar: Settings…
468 00:50:21.320 ⇒ 00:50:22.630 Awaish Kumar: Innovations?
469 00:50:24.870 ⇒ 00:50:29.589 Audre Wirtanen: So, like, Elle would need to go into Stripe and verify manually, probably, the integration.
470 00:50:30.000 ⇒ 00:50:34.089 Uttam Kumaran: Yeah, I have access, though, Wish. I thought… did our account not…
471 00:50:34.750 ⇒ 00:50:36.340 Awaish Kumar: Was it we weren’t able to do it?
472 00:50:37.950 ⇒ 00:50:43.059 Awaish Kumar: Yeah, like, in our… like, it asks for an email, and the account we have is,
473 00:50:43.740 ⇒ 00:50:45.859 Awaish Kumar: It just says, Stripe user.
474 00:50:46.010 ⇒ 00:50:47.490 Awaish Kumar: And that’s.
475 00:50:48.620 ⇒ 00:50:52.590 Uttam Kumaran: Okay, then I can email… I’ll email Al Awash with you on there, and we can ask.
476 00:50:53.010 ⇒ 00:50:53.900 Awaish Kumar: Okay.
477 00:50:55.890 ⇒ 00:51:05.530 Awaish Kumar: So basically, when I go further here, it just asks for a verification. So that’s… after that is done, I… I can make… like, I can…
478 00:51:05.700 ⇒ 00:51:11.320 Awaish Kumar: test, like, if a Stripe account is also automatically created, or we need Canon in between?
479 00:51:11.660 ⇒ 00:51:13.580 Audre Wirtanen: Okay. To that flow.
480 00:51:15.900 ⇒ 00:51:23.089 Awaish Kumar: Yeah, so basically, from… There we are close, I am God.
481 00:51:25.110 ⇒ 00:51:27.770 Audre Wirtanen: So… I’m wondering…
482 00:51:27.770 ⇒ 00:51:29.530 Awaish Kumar: Yeah, we… and then, yeah, this…
483 00:51:30.440 ⇒ 00:51:33.349 Awaish Kumar: this part where we… I need, like, indu… like.
484 00:51:34.330 ⇒ 00:51:41.749 Awaish Kumar: I’m not sure if you’re using permission templates to, like, separate out between like, practice manager…
485 00:51:41.890 ⇒ 00:51:48.979 Awaish Kumar: like, different people have access to different, things, right? So we might have to create these templates to…
486 00:51:49.330 ⇒ 00:51:54.350 Awaish Kumar: practice managers for flow, Front desk, and for the…
487 00:51:54.550 ⇒ 00:51:57.350 Awaish Kumar: Pre-authored, things like that. It will…
488 00:52:02.810 ⇒ 00:52:10.219 Awaish Kumar: So, it is basically… is a list of all these permissions here. We have to just check
489 00:52:10.530 ⇒ 00:52:17.000 Awaish Kumar: took, the… The permissions we need to give.
490 00:52:17.700 ⇒ 00:52:18.170 Audre Wirtanen: I see.
491 00:52:18.390 ⇒ 00:52:21.580 Awaish Kumar: Just, like, give it a name, like… So I guess.
492 00:52:21.580 ⇒ 00:52:22.130 Audre Wirtanen: Right.
493 00:52:22.760 ⇒ 00:52:24.850 Audre Wirtanen: So we kind of need to…
494 00:52:25.480 ⇒ 00:52:39.380 Audre Wirtanen: identify seats and find seats and who those people are, and then we need to determine permissions for those people before we actually test this, and then I’m wondering if Gray and I should actually
495 00:52:39.380 ⇒ 00:52:53.940 Audre Wirtanen: look at the intake flow forms and draft every single question that we think will be a condition that Caragon will be based off of, to make sure we have that in those templates so that we bring in… when we bring in Caragon, we’re actually testing the real conditions we think.
496 00:52:54.540 ⇒ 00:52:55.290 Audre Wirtanen: we’ll connect.
497 00:52:56.720 ⇒ 00:52:57.440 Audre Wirtanen: Okay.
498 00:53:00.510 ⇒ 00:53:01.150 Grey Louisos, they/them: Yeah.
499 00:53:01.740 ⇒ 00:53:04.920 Grey Louisos, they/them: And I think a question that’s gonna come up
500 00:53:05.960 ⇒ 00:53:18.139 Grey Louisos, they/them: that I don’t understand about how Healthy works in the form area is a lot of the forms that are in there, we’ve played around a little bit, but we haven’t really made functioning forms that are
501 00:53:18.460 ⇒ 00:53:20.980 Grey Louisos, they/them: Customized to what we’re really gonna need.
502 00:53:21.100 ⇒ 00:53:23.170 Grey Louisos, they/them: And I know they have a smart…
503 00:53:23.330 ⇒ 00:53:27.090 Grey Louisos, they/them: Field option that can communicate across the chart.
504 00:53:28.930 ⇒ 00:53:41.710 Grey Louisos, they/them: But this is going to come up after we sent the E&M SOP, this is going to come up with how the intake flow forms communicate with the patient’s chart overall and their visit notes.
505 00:53:41.860 ⇒ 00:53:45.060 Grey Louisos, they/them: So something I would love…
506 00:53:46.380 ⇒ 00:53:52.729 Grey Louisos, they/them: You know, help with understanding is how… how that information is going to communicate across
507 00:53:52.970 ⇒ 00:54:01.929 Grey Louisos, they/them: those different areas once we customize the forms with fields that Healthy doesn’t currently have available already.
508 00:54:03.210 ⇒ 00:54:04.050 Awaish Kumar: And if it’s…
509 00:54:04.050 ⇒ 00:54:08.190 Grey Louisos, they/them: work different with the group plan versus the enterprise plan, I’m not totally sure.
510 00:54:09.250 ⇒ 00:54:18.170 Awaish Kumar: Like, what kind of things we want to ask, like, that we can’t do with these… Options we have…
511 00:54:22.830 ⇒ 00:54:26.290 Audre Wirtanen: Can you explain, like, a case, Gray, in what you’re talking about?
512 00:54:26.570 ⇒ 00:54:35.840 Grey Louisos, they/them: Let me try to think of an example off the top of my head. So…
513 00:54:44.540 ⇒ 00:54:46.240 Grey Louisos, they/them: Just, like, if…
514 00:54:54.130 ⇒ 00:54:58.579 Grey Louisos, they/them: I don’t know, I need to look at some of my form drafts, I think, to try to,
515 00:54:59.230 ⇒ 00:55:02.259 Grey Louisos, they/them: come up with a specific example, I’m blanking right now.
516 00:55:03.500 ⇒ 00:55:05.679 Audre Wirtanen: I’ll just add that to our… to our to-do, then.
517 00:55:05.960 ⇒ 00:55:06.480 Grey Louisos, they/them: Yeah.
518 00:55:07.390 ⇒ 00:55:13.209 Audre Wirtanen: come up with case examples of smart form intake.
519 00:55:14.090 ⇒ 00:55:15.990 Audre Wirtanen: How do you want to phrase that?
520 00:55:16.970 ⇒ 00:55:18.840 Grey Louisos, they/them: Smart fields.
521 00:55:22.570 ⇒ 00:55:23.670 Awaish Kumar: And how…
522 00:55:23.720 ⇒ 00:55:25.939 Audre Wirtanen: It communicates to the chart.
523 00:55:28.010 ⇒ 00:55:29.080 Audre Wirtanen: Or a visit…
524 00:55:29.510 ⇒ 00:55:40.020 Grey Louisos, they/them: To the chart, and how we can pull it into… into the visit note so that it’s available during, while a provider is actively documenting during a visit, if they need to refer to something.
525 00:55:40.630 ⇒ 00:55:52.740 Audre Wirtanen: So, is this kind of like what we talked about before, where we were hoping, and maybe I’m totally wrong here, that, like, the intake… parts of the intake, we could somehow get, like, Caragon to automatically pull into…
526 00:55:53.100 ⇒ 00:56:01.310 Audre Wirtanen: The visit note, so that what is being addressed is already there, and then the provider is just expanding on those charts.
527 00:56:01.440 ⇒ 00:56:02.540 Audre Wirtanen: Notes.
528 00:56:02.810 ⇒ 00:56:04.559 Grey Louisos, they/them: That would be an example, yeah.
529 00:56:05.020 ⇒ 00:56:05.680 Audre Wirtanen: Okay.
530 00:56:06.530 ⇒ 00:56:07.480 Audre Wirtanen: Okay.
531 00:56:12.830 ⇒ 00:56:14.340 Grey Louisos, they/them: Yeah, I mean, I think…
532 00:56:14.810 ⇒ 00:56:22.299 Grey Louisos, they/them: you know, like, our experience history form part of the intake flow, it’s gonna have a lot of information about
533 00:56:23.250 ⇒ 00:56:25.170 Grey Louisos, they/them: various symptoms.
534 00:56:25.320 ⇒ 00:56:40.819 Grey Louisos, they/them: that aren’t natively listed in the healthy intake form templates, and so we’re going to be creating fields where we’re capturing that, and there’s… and I don’t know exactly what of it we’re going to want to be pulling across, but I know we’re gonna…
535 00:56:40.940 ⇒ 00:56:47.560 Grey Louisos, they/them: be wanting to pull some of that data across multiple areas that… that don’t… don’t already exist, like certain…
536 00:56:47.960 ⇒ 00:56:52.210 Grey Louisos, they/them: Certain symptom checklists, or…
537 00:56:52.900 ⇒ 00:57:01.120 Grey Louisos, they/them: past medical history that isn’t in healthy, because they’re a little more nutrition-focused, and… We’re, you know.
538 00:57:01.620 ⇒ 00:57:03.440 Grey Louisos, they/them: Coming from a completely different…
539 00:57:03.980 ⇒ 00:57:10.430 Audre Wirtanen: So… sorry, Greg, I’m just trying to wrap my brain around what you’re saying. So, like, because…
540 00:57:10.880 ⇒ 00:57:20.930 Audre Wirtanen: So not only do we kind of need to figure out how We can automate pulling… into the chart.
541 00:57:22.090 ⇒ 00:57:24.119 Audre Wirtanen: From the intake flows.
542 00:57:24.580 ⇒ 00:57:33.469 Audre Wirtanen: We also need to understand how, because most of our templates are going to be based on these smart fields that are not already
543 00:57:34.220 ⇒ 00:57:41.720 Audre Wirtanen: identified as something from Healthy, like, we’re kind of create… it’s kind of, like, open-ended, and then we… we determine, we, like, named the thing.
544 00:57:42.040 ⇒ 00:57:47.310 Audre Wirtanen: And it’s automatically identified as a certain kind of data point across Healthy’s system.
545 00:57:47.610 ⇒ 00:57:52.290 Audre Wirtanen: Like, how that… Also functions in all of this.
546 00:57:52.800 ⇒ 00:57:54.409 Grey Louisos, they/them: Yes, exactly, yeah.
547 00:57:54.960 ⇒ 00:57:55.720 Audre Wirtanen: Okay.
548 00:57:57.480 ⇒ 00:57:58.450 Audre Wirtanen: Okay.
549 00:57:59.870 ⇒ 00:58:04.640 Audre Wirtanen: to consider. So we also need to consider… Kind of…
550 00:58:05.050 ⇒ 00:58:10.630 Awaish Kumar: Yeah, yeah, what do you mean by open-ended question? Does that mean, like, writing text, or…
551 00:58:11.480 ⇒ 00:58:24.810 Audre Wirtanen: It would be like, you know, they’ll have, fields already identified for blood pressure and heart rate, and they’re named that thing, and their system identifies that data point as that thing, but then we’re also gonna have, like.
552 00:58:25.010 ⇒ 00:58:34.959 Audre Wirtanen: symptom sets that are consistently people are checking boxes of, but they don’t exist natively in healthy, so we have to create that as a smart field, and it’s not like…
553 00:58:35.400 ⇒ 00:58:41.850 Awaish Kumar: The same type of identified data on the healthy system side, and even if we name it something, and then.
554 00:58:41.950 ⇒ 00:58:46.130 Audre Wirtanen: Do those fields kind of interact in a similar way? Or…
555 00:58:46.950 ⇒ 00:58:50.120 Audre Wirtanen: We don’t really know how Healthy recognizes that across its…
556 00:58:51.730 ⇒ 00:58:52.590 Awaish Kumar: Okay.
557 00:58:53.120 ⇒ 00:59:01.380 Audre Wirtanen: operations, and maybe this is something we could also bring, like, Canyon in to talk to us.
558 00:59:01.660 ⇒ 00:59:03.569 Audre Wirtanen: Talk through with us a little bit more.
559 00:59:05.370 ⇒ 00:59:07.680 Awaish Kumar: Or somebody from Healthy could help.
560 00:59:08.310 ⇒ 00:59:09.319 Audre Wirtanen: hear it. Cool.
561 00:59:09.320 ⇒ 00:59:18.390 Awaish Kumar: We… did you mean, like, if somebody writes symptoms, we want to create them as a separate field? That symptom is a field, right?
562 00:59:19.490 ⇒ 00:59:23.319 Awaish Kumar: If I’m getting, like, reddy spots on the face of some, like…
563 00:59:23.620 ⇒ 00:59:29.260 Awaish Kumar: And that… you want it to be a field, and then a value, yes, no, or things like that.
564 00:59:30.620 ⇒ 00:59:33.050 Audre Wirtanen: Yeah, and I think in the intake.
565 00:59:33.210 ⇒ 00:59:45.509 Audre Wirtanen: In the experience history of the intake flow, we’re hoping to have a very robust set of checkboxes where it’s, like, every symptom we’ve seen clients potentially have.
566 00:59:46.040 ⇒ 00:59:53.469 Audre Wirtanen: And so, ideally, it’s not as open-ended, maybe there’s some of that at the end, but even those
567 00:59:53.710 ⇒ 01:00:04.860 Audre Wirtanen: data points of yes or no, you know, that’s not native and healthy of, like, face rash, or if it’s, like, dizziness. Like, healthy doesn’t have that. So…
568 01:00:05.940 ⇒ 01:00:06.350 Awaish Kumar: Okay.
569 01:00:06.740 ⇒ 01:00:07.610 Audre Wirtanen: Yeah.
570 01:00:10.140 ⇒ 01:00:12.479 Audre Wirtanen: Is that what we’re talking about, Gray? Am I, like…
571 01:00:13.050 ⇒ 01:00:26.420 Grey Louisos, they/them: Yeah, I mean, and I think this will also maybe be more clear once that task we just said we would do, start actually writing out those forms so that we know what the data fields are going to be, then we can identify the things
572 01:00:26.550 ⇒ 01:00:36.559 Grey Louisos, they/them: That, we will want to prioritize being able to pull across into different areas, that aren’t already in healthy.
573 01:00:36.890 ⇒ 01:00:40.849 Grey Louisos, they/them: And so maybe it’ll be more clear once we have those examples in front of us.
574 01:00:43.880 ⇒ 01:00:44.540 Audre Wirtanen: Okay.
575 01:00:44.880 ⇒ 01:00:46.470 Audre Wirtanen: So maybe we’re getting a little bit.
576 01:00:48.150 ⇒ 01:00:49.800 Awaish Kumar: Okay.
577 01:00:49.970 ⇒ 01:00:52.340 Audre Wirtanen: See how it… interacts.
578 01:00:53.660 ⇒ 01:01:02.910 Audre Wirtanen: And then maybe, maybe it’ll all just work. And then if it doesn’t, we’ll maybe know that, oh, maybe this question, we need to think about it.
579 01:01:04.300 ⇒ 01:01:08.950 Audre Wirtanen: Okay.
580 01:01:10.410 ⇒ 01:01:12.430 Awaish Kumar: Okay, it does…
581 01:01:13.550 ⇒ 01:01:15.689 Audre Wirtanen: So, responses are there?
582 01:01:17.140 ⇒ 01:01:18.789 Audre Wirtanen: Well, that’s a great question.
583 01:01:20.300 ⇒ 01:01:22.980 Awaish Kumar: I submitted a response, but I’m not…
584 01:01:23.550 ⇒ 01:01:26.189 Awaish Kumar: And under my profile, I can’t see it.
585 01:01:31.190 ⇒ 01:01:32.820 Audre Wirtanen: Journal? No.
586 01:01:32.980 ⇒ 01:01:34.510 Audre Wirtanen: Care plans, no.
587 01:01:36.210 ⇒ 01:01:42.149 Audre Wirtanen: Now, this is the weird thing where you’re supposed to be like, this is what I did today. I don’t really think we need that.
588 01:01:47.610 ⇒ 01:01:55.159 Uttam Kumaran: So, for… for next week, Awash, what, what’s on the agenda? So, we have some things to change for the existing patient flow.
589 01:01:55.450 ⇒ 01:01:57.220 Uttam Kumaran: We have Caragon…
590 01:01:58.140 ⇒ 01:01:58.800 Awaish Kumar: Yep.
591 01:01:58.950 ⇒ 01:02:03.840 Awaish Kumar: Green, like… We have Carrigan, access.
592 01:02:04.080 ⇒ 01:02:08.890 Awaish Kumar: Needs, and then… Try to test this intake flow.
593 01:02:09.340 ⇒ 01:02:11.020 Awaish Kumar: Right.
594 01:02:11.220 ⇒ 01:02:12.760 Awaish Kumar: simulated data.
595 01:02:14.700 ⇒ 01:02:21.289 Audre Wirtanen: We could even use just, like, my data. Like, what if we… Make me as the patient.
596 01:02:23.720 ⇒ 01:02:28.769 Audre Wirtanen: And then I’ll fill out the intake, I don’t know.
597 01:02:29.270 ⇒ 01:02:31.400 Audre Wirtanen: And then we can use my insurance.
598 01:02:31.660 ⇒ 01:02:33.790 Audre Wirtanen: see if the ClanMD thing works.
599 01:02:33.790 ⇒ 01:02:34.500 Uttam Kumaran: Yeah.
600 01:02:34.780 ⇒ 01:02:35.860 Awaish Kumar: Okay.
601 01:02:36.760 ⇒ 01:02:38.890 Audre Wirtanen: Just because I feel like we should actually use
602 01:02:39.440 ⇒ 01:02:43.419 Audre Wirtanen: at least real insurance to see if the claimant MD thing works.
603 01:02:43.600 ⇒ 01:02:48.240 Audre Wirtanen: And even with Zeus, once we bring that in, we can see if it’ll connect to my charts across…
604 01:02:48.630 ⇒ 01:02:49.660 Audre Wirtanen: The agglomerates here.
605 01:02:49.660 ⇒ 01:02:50.430 Awaish Kumar: We have updates.
606 01:02:50.430 ⇒ 01:02:51.030 Uttam Kumaran: Yeah.
607 01:02:51.030 ⇒ 01:02:56.230 Awaish Kumar: Who’s… we have, then get access for Carragon, and then,
608 01:02:56.230 ⇒ 01:02:56.770 Uttam Kumaran: Okay.
609 01:02:56.970 ⇒ 01:03:03.490 Awaish Kumar: based on that, when we get the access, if we see, like, I don’t know how long it’s going to take with, like.
610 01:03:04.000 ⇒ 01:03:07.879 Awaish Kumar: Then we have to test the flow and how far we can go with that flow.
611 01:03:09.610 ⇒ 01:03:14.310 Awaish Kumar: And also, I found this SMS part, right? How we are going to handle that.
612 01:03:16.060 ⇒ 01:03:16.680 Audre Wirtanen: Right.
613 01:03:20.820 ⇒ 01:03:37.819 Audre Wirtanen: do you… would… does it make sense to… so I’ll email Kerrigan today, put us all on a thread to set up that first demo, and then we can activate the trial during that demo, and then hopefully that happens, like, by early next week.
614 01:03:37.930 ⇒ 01:03:40.779 Audre Wirtanen: And then Gray and I will work on…
615 01:03:41.220 ⇒ 01:03:48.309 Audre Wirtanen: outlining all of the questions that we think will be conditions for Kerrigan in the intake flows.
616 01:03:48.890 ⇒ 01:04:01.059 Audre Wirtanen: hopefully we’ll get that to you soon, but I’m wondering if, like, in the meantime, if you all… have you gone through the E&M SOP, and do you feel like that’s something you could…
617 01:04:01.600 ⇒ 01:04:06.959 Audre Wirtanen: Look at if we need a little bit more time to take… to do… build out some of those flow questions?
618 01:04:06.960 ⇒ 01:04:09.720 Awaish Kumar: Yeah, we can look at that.
619 01:04:11.770 ⇒ 01:04:21.400 Audre Wirtanen: And then I will… Our website person is, like, out sick this week, but hopefully next week,
620 01:04:21.560 ⇒ 01:04:27.199 Audre Wirtanen: we can put… creating an embedded link page on our website that’s password…
621 01:04:27.950 ⇒ 01:04:29.090 Awaish Kumar: Okay, yeah.
622 01:04:29.190 ⇒ 01:04:30.090 Audre Wirtanen: Stripe verification.
623 01:04:30.320 ⇒ 01:04:31.180 Audre Wirtanen: I’ll…
624 01:04:31.950 ⇒ 01:04:32.800 Uttam Kumaran: Yes.
625 01:04:35.520 ⇒ 01:04:37.329 Audre Wirtanen: And all Upgrade Healthy.
626 01:04:37.470 ⇒ 01:04:40.360 Audre Wirtanen: Like, today or tomorrow, so that we have more seats.
627 01:04:40.630 ⇒ 01:04:41.340 Audre Wirtanen: Yeah.
628 01:04:44.670 ⇒ 01:04:45.240 Uttam Kumaran: Okay.
629 01:04:45.240 ⇒ 01:04:46.590 Awaish Kumar: Okay, thank you.
630 01:04:47.530 ⇒ 01:04:48.360 Uttam Kumaran: Anything else?
631 01:04:48.500 ⇒ 01:05:01.459 Uttam Kumaran: Yeah, just confirm anything else that, like, anything else urgent, or probably by next… probably earlier next week, we should have a couple of these ready. And then, yeah, I’m gonna ask our design team to see if they can help make this a little bit better.
632 01:05:01.810 ⇒ 01:05:11.199 Uttam Kumaran: the diagram a little bit. It’s pretty good, but it’s just so, like, I just feel like they’re gonna have an eye for, like, making it more organized. They usually…
633 01:05:11.280 ⇒ 01:05:26.740 Uttam Kumaran: are really good at that for us, so, I’ll have them see if they can poke at it, and we’ll change the colors and everything. And yeah, I think once… again, our goal from last time was just kind of making sure that we can nail new patient, and then once we feel good, we can start talking through existing
634 01:05:26.980 ⇒ 01:05:28.000 Uttam Kumaran: You know, as well.
635 01:05:29.140 ⇒ 01:05:29.700 Audre Wirtanen: Okay.
636 01:05:30.290 ⇒ 01:05:31.320 Audre Wirtanen: Layered.
637 01:05:31.930 ⇒ 01:05:32.620 Uttam Kumaran: Yes.
638 01:05:33.130 ⇒ 01:05:33.480 Audre Wirtanen: There it is.
639 01:05:35.510 ⇒ 01:05:36.490 Audre Wirtanen: Cool.
640 01:05:36.490 ⇒ 01:05:38.930 Uttam Kumaran: Okay, thanks everyone, appreciate the time.
641 01:05:39.530 ⇒ 01:05:41.640 Audre Wirtanen: so much for your work on this, it’s great, thank you.
642 01:05:42.140 ⇒ 01:05:42.730 Uttam Kumaran: Thank you.
643 01:05:43.060 ⇒ 01:05:43.980 Uttam Kumaran: Talk soon.