Meeting Title: Healthy Clinic Project Planning Sync Date: 2025-10-02 Meeting participants: Awaish Kumar, Justin Breshears, Uttam Kumaran
WEBVTT
1 00:01:26.640 ⇒ 00:01:28.060 Justin Breshears: Hey, sorry.
2 00:01:30.490 ⇒ 00:01:31.679 Justin Breshears: How are you, sir?
3 00:01:35.460 ⇒ 00:01:37.159 Awaish Kumar: I’m good, how about you?
4 00:01:37.530 ⇒ 00:01:38.560 Justin Breshears: Doing good, man.
5 00:01:39.140 ⇒ 00:01:48.929 Justin Breshears: I don’t want to take a ton of time, but just wanted to, make sure that we were good on kind of what we were going to discuss on the call here, coming up.
6 00:01:49.250 ⇒ 00:01:58.330 Justin Breshears: So obviously, like, intros and everything, but we can start, like, with if they have any, like, topics or things they want to talk about, but if they’re just, like.
7 00:01:58.480 ⇒ 00:01:59.430 Justin Breshears: you know.
8 00:01:59.640 ⇒ 00:02:11.750 Justin Breshears: looking to us on, like, direction, then, you know, I’ll kind of open up and talk about, like, what Robert downloaded to us yesterday, of, like, hey, here’s the, you know, high level of…
9 00:02:14.280 ⇒ 00:02:22.410 Justin Breshears: you know, what we see as, like, first priority being looking into healthy, right? And making sure that it does what you want it to do.
10 00:02:22.940 ⇒ 00:02:29.310 Justin Breshears: You know, with, the patient intake flow and all that stuff, right?
11 00:02:29.770 ⇒ 00:02:33.609 Justin Breshears: I see that you had that diagram.
12 00:02:34.200 ⇒ 00:02:37.420 Justin Breshears: That you created, which is awesome. Is that, like…
13 00:02:37.910 ⇒ 00:02:40.740 Justin Breshears: Related to that, or, like, kind of what is the…
14 00:02:42.130 ⇒ 00:02:59.520 Awaish Kumar: Yeah, yeah, so that… that is, like, we want to show them that, like, there are different things where you… we might help. Number one is, like, exploring HD and helping them, figure out all the SOPs which… which are in the
15 00:03:00.000 ⇒ 00:03:07.289 Awaish Kumar: Which they have shared, like, we can, basically,
16 00:03:07.440 ⇒ 00:03:23.619 Awaish Kumar: basically are able to do all these, like, all these features are available in healthy or not? Is that… is that even possible using that platform? Second, like, we can, like, tick box kind of a thing, what is possible and what is not. That would be kind of the first step.
17 00:03:23.670 ⇒ 00:03:33.260 Awaish Kumar: Second could be that, okay, now we figure out what Hildy is and what is possible there. We could help you with the creating a sales,
18 00:03:33.870 ⇒ 00:03:46.590 Awaish Kumar: kind of mod. We can basically get the customer’s data and help you analyze how… how orders are being placed, how the revenue is going, things like that, and then…
19 00:03:46.900 ⇒ 00:03:50.929 Awaish Kumar: Obviously, there will be more… like, our diagram is rough.
20 00:03:51.000 ⇒ 00:04:08.689 Awaish Kumar: In a sense that it just shows a sales smart and a finance mod as an example. These are, like, we could go in that direction, like, the direction is that we, from data, when we are in healthy… when there is the data available in healthy, or on other depart… other…
21 00:04:08.690 ⇒ 00:04:14.400 Awaish Kumar: tools like CRM tools, or Zoom phones, or chat, like, there are different sources I mentioned.
22 00:04:14.450 ⇒ 00:04:20.740 Awaish Kumar: So when… whenever there is a data available on this platform, we… how we are going to move them to…
23 00:04:20.769 ⇒ 00:04:37.660 Awaish Kumar: blob storage or a warehouse, and then how we are going to model it using dbt, and then how those, basically, models will look like. There will be specific to the, like, the business domain, sales, finance, it can be something HR and finance, things like that, and then the
24 00:04:37.760 ⇒ 00:04:45.040 Awaish Kumar: Final… Final thing would be, that, Power BI reporting.
25 00:04:47.110 ⇒ 00:04:48.679 Justin Breshears: Good. Hey, it’s up.
26 00:04:49.100 ⇒ 00:04:49.980 Uttam Kumaran: Ayy.
27 00:04:52.350 ⇒ 00:04:55.810 Justin Breshears: Welcome to the party. Are you up to speed on this?
28 00:04:56.070 ⇒ 00:04:57.689 Justin Breshears: project planning at all?
29 00:04:58.310 ⇒ 00:04:59.030 Justin Breshears: Mission.
30 00:04:59.030 ⇒ 00:05:04.110 Uttam Kumaran: sort of iffy. I reviewed Oasis’ thing this morning, so I kind of know the technical side a little bit, but…
31 00:05:04.950 ⇒ 00:05:09.609 Uttam Kumaran: If you need me to, I can scan, or if you want to give me the TLDR.
32 00:05:09.770 ⇒ 00:05:16.469 Justin Breshears: Yeah, you know, high level is they’re opening up a clinic. They’re a new, kind of non-profit,
33 00:05:16.570 ⇒ 00:05:33.649 Justin Breshears: kind of, startup health clinic kind of place, whatever. They got $25 million in funding, and they’re, you know, opening up this clinic using that. So they’ve hired us to help them analyze if, like, the current stuff that they have
34 00:05:33.990 ⇒ 00:05:38.740 Justin Breshears: is sufficient, for what they want to do, like.
35 00:05:38.860 ⇒ 00:05:45.739 Justin Breshears: one of the first things we talked about was, I got this, what do you call it? Like,
36 00:05:47.120 ⇒ 00:05:53.999 Justin Breshears: Not our CRM, but tool, basically, for, like, patient management,
37 00:05:54.940 ⇒ 00:06:02.210 Justin Breshears: called Healthy, and they want to look at, like, their ideal patient intake flow and make sure, like, Healthy can do it, right? Stuff like that.
38 00:06:02.430 ⇒ 00:06:10.909 Justin Breshears: So we’re helping them prep for launch on this clinic by making sure all the stuff on the data side is, correct. And then moving on from that is, like, looking at
39 00:06:11.160 ⇒ 00:06:17.760 Justin Breshears: I need to familiarize myself with their tools again, but doc… doc something? What was it called, Awish?
40 00:06:18.900 ⇒ 00:06:19.620 Awaish Kumar: Sorry?
41 00:06:20.320 ⇒ 00:06:26.299 Justin Breshears: the doc… the second thing that they wanted us to look at, doc form or doc something, I’m trying to.
42 00:06:26.300 ⇒ 00:06:30.710 Awaish Kumar: It’s called Docuform? Like, some… Yeah.
43 00:06:30.940 ⇒ 00:06:39.219 Awaish Kumar: A place where you can place, basically, all your documents related to copy records, and finance, and…
44 00:06:39.220 ⇒ 00:06:44.029 Uttam Kumaran: It’s like Box? Or it’s… it’s not… is it like a… it’s just like a DocuSign?
45 00:06:44.030 ⇒ 00:06:45.720 Awaish Kumar: Something like that, right?
46 00:06:45.720 ⇒ 00:06:46.350 Uttam Kumaran: similar.
47 00:06:46.890 ⇒ 00:06:52.700 Awaish Kumar: No, they mentioned it is a vacuum form, something like that, but that’s exactly… it’s just not, like…
48 00:06:53.310 ⇒ 00:07:00.099 Awaish Kumar: It can be, like, it could be, like, to sign, yeah, where you just maintain all these documents, basically.
49 00:07:00.100 ⇒ 00:07:06.139 Uttam Kumaran: Oh, okay, so it’s like Box. It’s like just a file explorer. It’s like a… it’s like a document organizer. Okay, cool.
50 00:07:06.140 ⇒ 00:07:18.030 Awaish Kumar: Copy records is, like, records related to compliance and things like that, and whenever there’s a change in there, we are maintaining the history. Like, for that purpose, I suggested using blob storage.
51 00:07:19.360 ⇒ 00:07:19.970 Uttam Kumaran: Okay.
52 00:07:21.090 ⇒ 00:07:27.690 Justin Breshears: Doc Space, that’s what it is. It’s called Dock Space. I was trying to find the… Still there.
53 00:07:28.040 ⇒ 00:07:45.619 Justin Breshears: Yeah, so Doc Space, they want us to look at that. And the one… the thing with that is, like, their audit requirements for the QAPI records or whatever. We’ll probably have to, like, build something to help them with, like, their… I think it was a monthly audit that they have for that.
54 00:07:45.930 ⇒ 00:07:49.909 Justin Breshears: So that’s one thing to do. Anyway, basically the call today is we’re gonna meet them.
55 00:07:49.950 ⇒ 00:08:07.210 Justin Breshears: confirm first priorities, because they wanted to go, like, kind of week by week on, hey, here’s what we want you to do this week, and agree on, like, number of hours and things like that. So it’s, like, kind of an open-ended hourly, so… that’s the goal today. Kind of confirm first steps and overall, like, goals.
56 00:08:07.710 ⇒ 00:08:13.639 Uttam Kumaran: Okay, cool, so I’ll let you drive Justin, and then Awash, and then just… I’m gonna be…
57 00:08:14.110 ⇒ 00:08:18.110 Uttam Kumaran: on. I’ll fill in if I have anything to say, but I’m gonna…
58 00:08:18.340 ⇒ 00:08:26.520 Uttam Kumaran: I’m probably gonna be doing other stuff, so just Zoom me or Slack me if you, like, need me to jump in anything. I’ll be, I mean, I’ll be listening, I’ll be on, so… yeah.
59 00:08:26.520 ⇒ 00:08:26.920 Justin Breshears: Yeah.
60 00:08:26.920 ⇒ 00:08:30.810 Uttam Kumaran: Do we need… did you guys already meet with them? Should we do… are we doing a round of intros?
61 00:08:30.810 ⇒ 00:08:35.620 Justin Breshears: We’re doing intros, so we haven’t met with them. Robert obviously has, so…
62 00:08:35.620 ⇒ 00:08:36.179 Uttam Kumaran: Okay.
63 00:08:36.400 ⇒ 00:08:40.280 Justin Breshears: Yeah, we’ve only met internally, so this will be intros first.
64 00:08:40.409 ⇒ 00:08:47.810 Justin Breshears: Any topics that they want to bring up off the bat, and then going into confirming, like, first priorities and timelines and things like that.
65 00:08:48.280 ⇒ 00:08:53.969 Justin Breshears: Right. It’s gonna be similar to, like, what we just did with default, like, going week by week on, like, here’s what I want you to do, kind of deal.
66 00:08:54.580 ⇒ 00:09:03.329 Uttam Kumaran: Perfect. Okay, great. Yeah, and then let’s sort out the Slack signal. I mean, like, I would rather us not do signal, so if Slack doesn’t work.
67 00:09:03.590 ⇒ 00:09:05.669 Uttam Kumaran: We should try to just do email.
68 00:09:06.070 ⇒ 00:09:06.710 Justin Breshears: Yeah.
69 00:09:06.940 ⇒ 00:09:09.269 Uttam Kumaran: And then if really they’re, like, pushing for a signal.
70 00:09:10.550 ⇒ 00:09:12.790 Uttam Kumaran: We should have a discussion, but I would… yeah.
71 00:09:12.790 ⇒ 00:09:26.250 Justin Breshears: They already indicated that they would be okay with, like, doing our tool. They said Teams, but, I mean, I think it would be the same if it was… we suggest Slack, so I think I’m just gonna suggest, like, hey, let’s bring you into our Slack, this is our typical process.
72 00:09:26.550 ⇒ 00:09:35.489 Justin Breshears: So, I think they realized Signal’s a little overkill, too, because in the email, she was like, believe it or not, we use Signal, dot dot dot.
73 00:09:35.490 ⇒ 00:09:40.379 Uttam Kumaran: No, I… I… I get it, it’s a… I mean, I get it, but, like, it’s…
74 00:09:40.940 ⇒ 00:09:47.690 Uttam Kumaran: if it was just me, or just one of us, but it’s like, we have… I don’t want us to… yeah, we should consolidate as much as we can, so…
75 00:09:48.220 ⇒ 00:09:49.060 Justin Breshears: For sure.
76 00:09:49.290 ⇒ 00:09:50.560 Uttam Kumaran: Okay.
77 00:09:50.900 ⇒ 00:09:58.679 Justin Breshears: Yeah, so… just to give you an idea, it’s on this, if you have this MS diagram,
78 00:09:59.580 ⇒ 00:10:02.530 Justin Breshears: This is kind of, like… they’re…
79 00:10:03.030 ⇒ 00:10:05.800 Justin Breshears: Tools, and kind of how they have things set up.
80 00:10:06.420 ⇒ 00:10:07.220 Uttam Kumaran: Nice.
81 00:10:07.350 ⇒ 00:10:10.609 Justin Breshears: thing that they want to look at. And then dock space.
82 00:10:10.910 ⇒ 00:10:17.649 Justin Breshears: And then all of these kind of lump together in, like, how do we log and…
83 00:10:18.710 ⇒ 00:10:20.399 Justin Breshears: Basically, sort all of those things.
84 00:10:20.400 ⇒ 00:10:34.419 Awaish Kumar: They haven’t decided on what… what tools they might use, for example, there’s a dock space, but that doesn’t… but they haven’t decided or made a decision on what… what tool they would be using for that, like…
85 00:10:34.610 ⇒ 00:10:50.339 Justin Breshears: Yeah, I don’t think they’ve made a decision on this one, but Healthy, they’ve already, like, signed, like, two-year contracts. Like, that one is locked in. So, basically, we’re just, like, giving them information that they should have already had before they signed a two-year contract, but we’re validating their processes.
86 00:10:50.360 ⇒ 00:10:56.310 Justin Breshears: Against what Health’s capabilities are at the start. That’s, like, what I think we’ll start with.
87 00:10:57.050 ⇒ 00:11:02.930 Uttam Kumaran: Can you put this diagram that you have up in this shared Figma thing that we have?
88 00:11:03.200 ⇒ 00:11:08.500 Uttam Kumaran: I just copied… Yeah, here, let me send it to you on.
89 00:11:09.090 ⇒ 00:11:12.700 Justin Breshears: I don’t… I’m not super familiar with how to use Figma, so…
90 00:11:13.230 ⇒ 00:11:18.739 Uttam Kumaran: Yeah, I just sent it to you on Zoom. If you open it, you could just copy-paste… copy-paste it right in.
91 00:11:19.290 ⇒ 00:11:20.070 Justin Breshears: Fair.
92 00:11:20.560 ⇒ 00:11:24.180 Awaish Kumar: Shh, like… Hannah shared PNG as well.
93 00:11:24.180 ⇒ 00:11:25.210 Justin Breshears: Copy image…
94 00:11:25.210 ⇒ 00:11:29.549 Uttam Kumaran: Yeah, I just put… I put Hannah’s thing in there at the bottom here.
95 00:11:30.030 ⇒ 00:11:32.310 Justin Breshears: Okay, I just copy and pasted it in here.
96 00:11:32.720 ⇒ 00:11:33.480 Uttam Kumaran: Cool.
97 00:11:33.960 ⇒ 00:11:36.550 Uttam Kumaran: And then I’m just gonna… I’ll just put it up here.
98 00:11:37.430 ⇒ 00:11:39.339 Uttam Kumaran: Okay. In case we need it, yeah.
99 00:11:39.780 ⇒ 00:11:41.240 Justin Breshears: Yeah, pretty good.
100 00:11:41.740 ⇒ 00:11:49.849 Justin Breshears: And then, yeah, away she’ll talk through his diagram, if they want to see that. What is this down below that you just put in?
101 00:11:49.850 ⇒ 00:11:52.680 Uttam Kumaran: Same thing, it’s just a more beautiful version.
102 00:11:52.880 ⇒ 00:11:54.100 Justin Breshears: Oh, yes.
103 00:11:54.350 ⇒ 00:11:58.720 Uttam Kumaran: This is what you… this is what we’ll talk… I think I wish you talked through the one on the bottom here.
104 00:11:59.450 ⇒ 00:12:02.620 Justin Breshears: Do we want to, like, get this one out of the way, then, so we don’t even want the.
105 00:12:02.620 ⇒ 00:12:05.070 Uttam Kumaran: Well, I think this is fine, because we may…
106 00:12:05.600 ⇒ 00:12:09.209 Uttam Kumaran: Yeah, whatever. I think it’s fine, yeah, in case we need the ROM.
107 00:12:10.680 ⇒ 00:12:11.400 Justin Breshears: Okay.
108 00:12:11.550 ⇒ 00:12:13.180 Justin Breshears: Cool.
109 00:12:14.550 ⇒ 00:12:21.489 Justin Breshears: Awaser, do you want to drive when you talk through that stuff, if they want us to pull that up? I don’t know if they will want us to, but…
110 00:12:23.550 ⇒ 00:12:32.130 Awaish Kumar: Yeah, I can, but, like, yeah, we wanna… we can share with them, like, this is the kind of, like, Robert mentioned, like, in this call, we are not…
111 00:12:32.230 ⇒ 00:12:35.940 Awaish Kumar: Basically, need to share a, like, exact thing, like.
112 00:12:35.940 ⇒ 00:12:36.650 Justin Breshears: Right, right, right.
113 00:12:37.020 ⇒ 00:12:46.240 Justin Breshears: I’m saying, we may not even get to that stuff, depending on how this call goes. I really don’t know how this call is gonna go. We might not even get to that stuff, but I’m saying if we do, I will let you drive so that you can kind of walk.
114 00:12:46.240 ⇒ 00:12:46.870 Awaish Kumar: Nope.
115 00:12:46.870 ⇒ 00:12:57.520 Justin Breshears: I just like to have a plan on who’s, like, doing the logistics before… there’s nothing worse in a meeting than, like, the two minutes of dead air while we wait for somebody who wasn’t ready to present, so…
116 00:12:57.520 ⇒ 00:13:06.320 Uttam Kumaran: I’ll take… I’ll take… dude, I’ll take over. If there’s… if there’s 60 seconds there, I’ll swoop in. So you got me as ultimate backup, but .
117 00:13:06.320 ⇒ 00:13:14.659 Justin Breshears: I’m an over-preparer for, like, client meetings like this, because I’m just like, I don’t like those, like, logistical mistakes, you know, where it’s like, okay.
118 00:13:14.830 ⇒ 00:13:17.930 Justin Breshears: Created by just talking about who’s gonna drive, right?
119 00:13:18.220 ⇒ 00:13:32.829 Justin Breshears: Yeah, I agree. Cool. Well then I will have this Figma handy, in case I need to show it. We now have, like, that diagram. I don’t know, did that diagram that, I just put in there come from them, or was that Robert that put that together?
120 00:13:33.970 ⇒ 00:13:35.380 Uttam Kumaran: I don’t know.
121 00:13:35.750 ⇒ 00:13:37.470 Justin Breshears: I’ve never seen that before.
122 00:13:37.470 ⇒ 00:13:38.100 Uttam Kumaran: Oh, sorry, sorry.
123 00:13:38.100 ⇒ 00:13:40.219 Awaish Kumar: Yeah, it’s from their mind.
124 00:13:40.510 ⇒ 00:13:47.659 Justin Breshears: It’s from them. Okay, yeah, so I think they’re familiar with that. Okay, cool. Then I will see you over there in one minute.
125 00:13:47.660 ⇒ 00:13:48.280 Uttam Kumaran: Okay.