Meeting Title: Call Tracking Metrics Integration Sync Date: 2026-02-13 Meeting participants: acromie, Robert Tseng
WEBVTT
1 00:00:54.440 ⇒ 00:00:55.890 acromie: Hey, Robert!
2 00:00:55.890 ⇒ 00:00:57.209 Robert Tseng: Hey, Allison.
3 00:00:57.210 ⇒ 00:00:58.980 acromie: How’s it going? Happy Friday!
4 00:00:58.980 ⇒ 00:01:03.299 Robert Tseng: Yeah, happy Friday, and I guess happy, late Happy New Year, so that’s how they.
5 00:01:03.300 ⇒ 00:01:06.230 acromie: Yeah, right? Oh my gosh, it’s been forever.
6 00:01:06.230 ⇒ 00:01:06.860 Robert Tseng: Yeah.
7 00:01:07.140 ⇒ 00:01:12.040 acromie: I’m excited to start talking about getting started again, though. Tell you what.
8 00:01:12.040 ⇒ 00:01:15.900 Robert Tseng: Yeah, how’s it been this first quarter?
9 00:01:16.130 ⇒ 00:01:21.830 acromie: Good, not too bad! We, we finally got David Grand figured out, so…
10 00:01:22.570 ⇒ 00:01:28.310 acromie: Oh, great. It’s actually flowing and working, everything’s working like it’s supposed to, which is amazing.
11 00:01:28.360 ⇒ 00:01:45.239 acromie: And we’ve just been busy. We’re… we’re working on a, a new web design, web build right now, and, just continuing to, like, get… I’m working on UTM strategies and all of this stuff, but we,
12 00:01:45.390 ⇒ 00:01:50.209 acromie: Yeah, it’s just… it’s been a blur. Like, I can’t believe we’re halfway through February already.
13 00:01:50.470 ⇒ 00:01:51.350 Robert Tseng: Yeah.
14 00:01:51.550 ⇒ 00:01:56.879 acromie: Yeah, so… and then, of course, the world is going crazy, so, you know, that on top of everything, you know?
15 00:01:56.880 ⇒ 00:01:59.469 Robert Tseng: I know, and you’re in the heart of it. I’m in the heart.
16 00:01:59.470 ⇒ 00:02:04.999 acromie: So, it’s been a… it’s been a wild, couple of months here, so…
17 00:02:05.000 ⇒ 00:02:08.739 Robert Tseng: Yeah. Were you personally affected by, any of the…
18 00:02:09.030 ⇒ 00:02:33.170 acromie: Not in a personal way. I definitely was part of many of the groups that were providing, like, watch and observing and a lot of that stuff, and I actually had to, after Alex was killed, I had to take a step back for my own health. Yeah. Because I started having, like, like, my blood pressure shot up again, and, like, at least
19 00:02:33.580 ⇒ 00:02:41.570 acromie: physical symptoms of various… like, I had to go to my doctor last week to make sure I didn’t have a stroke, so I was like, okay, we’re just gonna…
20 00:02:41.590 ⇒ 00:02:55.729 acromie: gotta take care of myself so I can get back in there eventually, but, you know, it’s… it’s hard, because I’m close… I’m not in Minneapolis, so I’m not getting the same level, but the… the stories…
21 00:02:55.970 ⇒ 00:03:00.380 acromie: it’s everywhere, right? So, like, even in the suburbs, like, it’s…
22 00:03:00.940 ⇒ 00:03:06.490 acromie: It’s… they’re here as well, and there’s so much going on, you just don’t hear about it, so…
23 00:03:06.490 ⇒ 00:03:07.000 Robert Tseng: Yeah.
24 00:03:07.000 ⇒ 00:03:08.970 acromie: It’s, yeah, it’s…
25 00:03:09.200 ⇒ 00:03:21.640 acromie: it was intense for a while, and I heard… I actually shut myself off from most social media this week to kind of help get my… my, nervous system back on track, and
26 00:03:21.840 ⇒ 00:03:26.610 acromie: I heard that they started calling it off yesterday, so…
27 00:03:26.610 ⇒ 00:03:27.310 Robert Tseng: Yeah.
28 00:03:27.310 ⇒ 00:03:47.049 acromie: So I’m happy to hear that, and we’ll see how that actually happens. I’m not holding my breath yet, but you know. Yeah, so it’s just been a wild, wild couple weeks, and I always tell people, I’m like, you know how you felt the day, like, on 9-11? Were you… you know, like…
29 00:03:47.050 ⇒ 00:04:02.529 acromie: And you didn’t know what was happening next. Like, that evening, you were still in a state of, like, heightened awareness all the time, and you were like, what does this mean? What is happening? What’s the future gonna look like? And it’s like living that day every single day.
30 00:04:03.300 ⇒ 00:04:16.760 acromie: And that’s when it’s felt, like, emotionally, like, that’s how heavy it’s been, especially if you put yourself into it. And there’s a lot of people who haven’t, you know, because privileged enough not to, but, like, yeah.
31 00:04:16.760 ⇒ 00:04:23.720 acromie: It’s crazy, but my, like, my, my girlfriend teaches in North Minneapolis, and she has,
32 00:04:23.880 ⇒ 00:04:29.900 acromie: She was just down the street from where there was a big riot one night, and then,
33 00:04:30.040 ⇒ 00:04:54.239 acromie: they, she’s had multiple students whose parents have been taken, and… Wow. Yeah, one of her students got a… was on a… the New York Times did a story on them, because they had an active, asylum… asylum case. And so, like, you know, whether they should have been, but, like, the kids are still here, and going to her school, and her classes, and online, of course, but, like…
34 00:04:54.990 ⇒ 00:04:59.770 acromie: Yeah, it’s… it’s been humbling. It’s been really humbling, so…
35 00:05:00.570 ⇒ 00:05:04.020 Robert Tseng: So yeah, it’s… It’s…
36 00:05:04.020 ⇒ 00:05:07.810 acromie: It’s weird, it’s just been a weird time, but
37 00:05:08.240 ⇒ 00:05:18.409 acromie: We’re, the best thing about it, though, is that our community, I think, really, really came together, so that’s been really, really heartening, I think, throughout the whole thing.
38 00:05:18.690 ⇒ 00:05:19.310 Robert Tseng: Yeah.
39 00:05:19.310 ⇒ 00:05:19.870 acromie: Oh.
40 00:05:20.330 ⇒ 00:05:21.150 acromie: Yeah.
41 00:05:22.040 ⇒ 00:05:23.760 Robert Tseng: Yeah, well, I’m…
42 00:05:23.900 ⇒ 00:05:37.289 Robert Tseng: I believe that, you know, your community will come out stronger from this, and I mean, I hope that it de-escalates soon. Yeah, it’s been such a heavy time just following the news there, and yeah, I’m sure I don’t really see it to the same degree you do.
43 00:05:37.290 ⇒ 00:05:39.609 acromie: Yeah, in New York City, there’s, like, a few, like.
44 00:05:40.280 ⇒ 00:05:43.520 Robert Tseng: Few courthouse, kind of, like, raids and stuff, but…
45 00:05:43.520 ⇒ 00:05:43.970 acromie: Yeah.
46 00:05:43.970 ⇒ 00:05:49.599 Robert Tseng: it all gets kind of drowned out in the noise and everything else that’s going on. It’s not always just kind of in your face, so…
47 00:05:49.600 ⇒ 00:05:50.730 acromie: Yeah, yeah.
48 00:05:50.730 ⇒ 00:05:52.030 Robert Tseng: Yeah, I…
49 00:05:52.140 ⇒ 00:06:00.830 Robert Tseng: I’m sorry, I was… I was thinking about you as things were going on, wondering if you were doing okay. Yeah, not to make you relive anything.
50 00:06:00.830 ⇒ 00:06:02.510 acromie: No, no, it’s…
51 00:06:02.510 ⇒ 00:06:02.850 Robert Tseng: Yeah.
52 00:06:02.850 ⇒ 00:06:08.780 acromie: Yeah, it’s… it’s just kind of like a fact of life now. It’s weird. It’s just weird, like…
53 00:06:08.950 ⇒ 00:06:33.929 acromie: you never thought you’d be in these positions, but we’re… we’re pushing through it, we’re fighting it, we’re… we’re coming together. I just… the community sport has been amazing to watch. You know, I was… we have a church down the street from me who’s doing, like, every Saturday, and they do it, like, 3 days a week, but, like, on Saturday, they have people come and pick up food to be delivered all around the Twin Cities, and they
54 00:06:33.930 ⇒ 00:06:46.370 acromie: give away, like, 700-800 boxes of food and supplies, and I was there one day as an observer to just make sure nothing happened while people were there packing and picking up.
55 00:06:46.370 ⇒ 00:06:55.229 acromie: And watching the cars descend, and just hundreds of people lined up to pick up food to go deliver was just like…
56 00:06:55.300 ⇒ 00:07:07.279 acromie: it was this huge, like, cup… we were just like, oh my god, this is amazing, just the amount of support, and the amount of people who are helping, and… yeah, it’s…
57 00:07:07.910 ⇒ 00:07:14.850 acromie: there’s gonna be a lot of those little stories, I think, that come out over time that are just gonna be what people remember, and…
58 00:07:14.850 ⇒ 00:07:15.650 Robert Tseng: Totally.
59 00:07:15.950 ⇒ 00:07:21.910 acromie: And, you gotta hold on to that… that… that positive piece of it, so… yeah.
60 00:07:21.910 ⇒ 00:07:22.510 Robert Tseng: Yeah.
61 00:07:22.910 ⇒ 00:07:23.660 Robert Tseng: Yeah.
62 00:07:23.970 ⇒ 00:07:26.330 acromie: But anyway, we don’t need to spend…
63 00:07:26.330 ⇒ 00:07:29.570 Robert Tseng: A bit of a downer. Yeah.
64 00:07:30.360 ⇒ 00:07:48.050 acromie: But, anyway, so, we are getting to the point where we need to, first of all, talk about, getting call tracking metrics connected into Amplitude. Great. That we can send the data again through to Google Ads.
65 00:07:48.590 ⇒ 00:07:57.519 acromie: And that’s our primary thing, and then, as far as all of the other stuff we’ve wanted to do, I am…
66 00:07:57.600 ⇒ 00:08:21.250 acromie: waiting for approval to go forward with some things just based on cash flow. So, we’ve had a lot of things happen right away in the year here, and so literally while we’re talking, my boss is talking with finance to figure out, like, here’s our budget for the year, what can we move forward with, and when, and all of that stuff. So, that’s the only thing holding us back from some of the, like.
67 00:08:21.410 ⇒ 00:08:26.730 acromie: enhancing a lot of the stuff in Amplitude, and really kind of, getting that…
68 00:08:27.140 ⇒ 00:08:34.239 acromie: that going, but we definitely need to talk about this, call tracking metrics connection, so…
69 00:08:34.240 ⇒ 00:08:37.080 Robert Tseng: That is our number one priority today.
70 00:08:37.400 ⇒ 00:08:55.759 Robert Tseng: Great, yeah. I guess I kind of vaguely have caught myself off on the… kind of how the systems work based on what we… last conversation. I’m assuming the info probably looks pretty similar, but right now, you know, everything gets routed into Azure, and then, like, we’re trying to basically bring that into Amplitude at this point, and…
71 00:08:56.590 ⇒ 00:09:10.229 Robert Tseng: I guess a couple questions would be, like, I mean, we definitely can help with that, just wanted to see, like, where we would be involved. You have engineers that you work with, like, do you want us to be doing, kind of, going into Azure and actually…
72 00:09:10.510 ⇒ 00:09:18.360 Robert Tseng: modeling the data, sending it into, Amplitude, like, what can I… or, like, kind of, where do you see us being involved?
73 00:09:18.810 ⇒ 00:09:29.109 acromie: So, and apologies, I want to make sure I understand the question. Are you talking about more in general? Because what did we… where did we put this…
74 00:09:29.220 ⇒ 00:09:34.440 acromie: the… everything for, the Google connection. Is that…
75 00:09:34.820 ⇒ 00:09:37.780 acromie: Is that in Azure? Did we set up an Azure thing there?
76 00:09:38.090 ⇒ 00:09:45.709 Robert Tseng: No, we didn’t set up… set it up in Azure. Yeah, I think it’s just going straight through, yeah. It’s just going straight through, okay. Yeah. So.
77 00:09:48.260 ⇒ 00:09:58.290 acromie: we have… Sorry, can you re-ask your question? And I just want to make sure I’m following it correctly.
78 00:09:58.290 ⇒ 00:10:01.560 Robert Tseng: Okay, yeah, I guess, put it another way, yeah, I think…
79 00:10:01.670 ⇒ 00:10:18.029 Robert Tseng: I remember from your diagram that you had sent me, there’s, like, this is, like, one connection… this connection doesn’t exist yet. There is no call tracking metrics into amplitude yet. So, either you’re… you’re… I guess you’re either gonna… I don’t think you can go directly into amplitude, I think you would have to go through Azure to get into Amplitude.
80 00:10:18.030 ⇒ 00:10:25.130 acromie: They both… would you… so how would that be different from the Google one? Because they do both have APIs.
81 00:10:25.130 ⇒ 00:10:25.700 Robert Tseng: Yeah.
82 00:10:25.700 ⇒ 00:10:33.190 acromie: So that’s where I don’t understand, is, like, how… why it would be different than Google, why we would need Azure in order to…
83 00:10:33.490 ⇒ 00:10:35.270 acromie: do that connection, do you?
84 00:10:35.510 ⇒ 00:10:46.660 Robert Tseng: I mean, I guess, like, we could… I could look into it more in detail, but I just think that there is, like, a native connector with Google. I think that’s kind of what we used.
85 00:10:46.660 ⇒ 00:10:51.019 acromie: Got it. Yeah. You’re right. Okay. Okay.
86 00:10:52.650 ⇒ 00:11:01.169 acromie: Okay. Yeah, because Amplitude does have the Google connections, although we did end up making our own, didn’t we, instead of using that?
87 00:11:01.170 ⇒ 00:11:01.960 Robert Tseng: Yes.
88 00:11:01.960 ⇒ 00:11:02.640 acromie: Okay.
89 00:11:02.890 ⇒ 00:11:25.089 acromie: So, yeah, I kind of figured we’d have to probably make our own again. So if that needs to live in Azure in order to work, then yes, we would want you guys involved in… we can set that up, you know, from our side, or at least get you in there into, like, an Azure pipeline, I assume is what it would be. Yeah. If I’m thinking… and we’ll bring in Nick, who’s our IT guy, to kind of help with some of that conversation.
90 00:11:25.090 ⇒ 00:11:32.470 acromie: Sure. And you guys have a BAA and a place with us now and all that, so I don’t see any reason why we can’t get you in there to do it.
91 00:11:32.470 ⇒ 00:11:57.450 acromie: Okay. And so, so yes, if that’s where we need to live to create this connection, absolutely. We would… we would want you involved in that. We have… we have really light engineers in-house. So, like, we are going to take care of, in-house, we’re going to take, care of the connection from our data warehouse to Amplitude, because we do have the capabilities, and they’ve already kind of started
92 00:11:57.450 ⇒ 00:11:59.780 acromie: some of that work. Okay.
93 00:11:59.950 ⇒ 00:12:15.309 acromie: But, we do… but where we’re… we’re gonna need is that call tracking metrics to amplitude. And yeah, if that needs Azure as a place to live, that’s fine. We can… we can go that direction.
94 00:12:15.780 ⇒ 00:12:16.320 Robert Tseng: Yeah.
95 00:12:16.640 ⇒ 00:12:17.230 acromie: Okay.
96 00:12:24.230 ⇒ 00:12:26.140 Robert Tseng: Some notes here…
97 00:12:45.690 ⇒ 00:12:56.170 acromie: And then the other thing I need to look up is which, if we included the, future…
98 00:12:56.210 ⇒ 00:13:14.989 acromie: events for call tracking in our original Google Ad scope. So I’ll have to go look at that again. If we didn’t, then we’d need to add, you know, the conversion events to that Google Ad system. Yeah. That’s a potential, as well.
99 00:13:15.250 ⇒ 00:13:19.319 acromie: Of course, I don’t have the link on me directly on what…
100 00:13:19.960 ⇒ 00:13:22.640 acromie: is what? So I will check on that.
101 00:13:22.970 ⇒ 00:13:23.590 Robert Tseng: Okay.
102 00:13:24.430 ⇒ 00:13:27.899 Robert Tseng: Yeah, all good. I think we’re all getting caught up… caught back up here.
103 00:13:28.210 ⇒ 00:13:37.960 Robert Tseng: So you said your team will basically is handling the data from Data Warehouse back into Amplitude to create the customer profiles? Yep. Like, yeah, like… Okay.
104 00:13:37.960 ⇒ 00:13:43.349 acromie: But so… so we’re gonna… they’re gonna connect… create the connection, but where I might need you guys to step in is, like.
105 00:13:43.840 ⇒ 00:14:01.369 acromie: I feel like once we’re sending the data up, like, are we converting data from event into user data properly? I think there’s gonna be some… okay, we’ve got it all, now how do we make sure it’s all being routed to the right places? Because, like.
106 00:14:01.370 ⇒ 00:14:10.109 acromie: Yeah. Healthfully is still sending us a lot of event data that I think needs to be transformed into user data in some cases.
107 00:14:10.110 ⇒ 00:14:10.440 Robert Tseng: Yeah.
108 00:14:10.440 ⇒ 00:14:13.290 acromie: But I don’t know how to do that, so that’s.
109 00:14:13.290 ⇒ 00:14:13.760 Robert Tseng: Sure.
110 00:14:13.760 ⇒ 00:14:15.339 acromie: Back to you guys for your help.
111 00:14:15.440 ⇒ 00:14:18.330 acromie: Yeah. And what that looks like.
112 00:14:18.600 ⇒ 00:14:24.629 Robert Tseng: Yeah, I didn’t get too familiar with your data team last time. I think I met with one engineer, but I think my understanding was, yeah, I mean.
113 00:14:24.960 ⇒ 00:14:39.760 Robert Tseng: I think typically what we see is that, in-house technical teams, like, they can do, like, connecting backend systems, but then kind of everything that needs to go through Amplitude, and then connecting to, like, the different platforms, like, that’s, like, more of a Martech specialty.
114 00:14:39.760 ⇒ 00:14:40.250 acromie: Yeah.
115 00:14:40.250 ⇒ 00:14:47.979 Robert Tseng: That I feel like teams kind of typically struggle with. Yeah, we can definitely help more in that, making sure that data gets to the right places, and
116 00:14:48.680 ⇒ 00:14:50.629 Robert Tseng: Yeah, a lot of it, it is, like.
117 00:14:50.840 ⇒ 00:15:02.610 Robert Tseng: because taking data from the warehouse, like, you do have to, like, model… you have to… you have to do some modeling work in order to, like, push it to these platforms. It usually doesn’t, like.
118 00:15:02.610 ⇒ 00:15:03.420 acromie: And they’ll be…
119 00:15:03.420 ⇒ 00:15:04.289 Robert Tseng: Google Translate, yeah.
120 00:15:04.290 ⇒ 00:15:13.829 acromie: The nice thing is that, like, the stuff that’s coming up from the data warehouse is going to go directly to the user profile, right? Yeah. Because that’s what we’re connecting.
121 00:15:13.980 ⇒ 00:15:22.240 acromie: But, it’s more of, like, how do we also make sure that some of these events are being
122 00:15:22.530 ⇒ 00:15:42.089 acromie: like, transformed properly, because I think there’s a lot of data we’re missing because of that. Or does it make sense to just come up from the data warehouse and be a day late or something, you know, where all of those user fields then get set once it’s come all the way through?
123 00:15:42.510 ⇒ 00:15:43.710 acromie: Yeah.
124 00:15:44.870 ⇒ 00:15:49.010 acromie: But what happens if they don’t end up scheduling? Then I want to know.
125 00:15:49.340 ⇒ 00:16:08.710 acromie: some things, too. So, the other thing that came up for me that I would love to talk to you guys about is, and this came up with our Google team, is how do we, and this is not an immediate priority, but I would say once we get into this more, like, internal amplitude work.
126 00:16:08.780 ⇒ 00:16:20.319 acromie: Yeah. Making sure that we’re… like, how can we send signals back to either Google Ads, or other places that are gonna give us,
127 00:16:20.760 ⇒ 00:16:23.859 acromie: Just more, like, if someone doesn’t convert right away.
128 00:16:24.660 ⇒ 00:16:34.010 acromie: So, how do we know what they’ve been… you know, how does Google know that long game, you know, because we’re not directly using Google, right? So we’re miss… we have the conversion event, but we don’t have any.
129 00:16:34.010 ⇒ 00:16:34.410 Robert Tseng: Yeah.
130 00:16:35.130 ⇒ 00:16:56.930 acromie: like, how many times did they visit before they came, or how long has it been, or, you know, more of that, like, long-term data that’s really helpful for optimizing things, especially for people at the top of the funnel. Yeah, so those are the things that I want to think about next, is now, okay, let’s get the immediate problem solved, and then let’s make it better.
131 00:16:56.930 ⇒ 00:16:57.480 Robert Tseng: Yeah.
132 00:16:57.660 ⇒ 00:17:01.250 Robert Tseng: I guess, like, the short answer there is, like,
133 00:17:01.370 ⇒ 00:17:15.130 Robert Tseng: Well, you know, if we were able to… I mean, we already have, like, anonymized conversions, the conversions are going to Google Ads, but yeah, you kind of need to define different… so, like, even if it’s…
134 00:17:15.589 ⇒ 00:17:20.969 Robert Tseng: like, somebody who started a form that didn’t end up kind of converting all the way through. You want Google to pick up on that signal.
135 00:17:20.970 ⇒ 00:17:21.680 acromie: Right, right.
136 00:17:21.680 ⇒ 00:17:26.940 Robert Tseng: Yeah, so we need to basically send them in that event as well. Yeah.
137 00:17:27.050 ⇒ 00:17:29.479 Robert Tseng: That’s… it’s not a conversion event, but it is, like.
138 00:17:29.480 ⇒ 00:17:37.760 acromie: Right, exactly. So yeah, so what is that? Enhancing that, those signals sending over, I think would be another step forward for us. Yeah.
139 00:17:38.600 ⇒ 00:17:45.039 Robert Tseng: Okay, cool. Yeah, that, that’s, that’s because you said that, we, we, we do that. I think it’s more…
140 00:17:49.360 ⇒ 00:17:56.179 Robert Tseng: I… I don’t know… well, I can… I can have someone follow up with you, but he’s very opinionated about, like, which…
141 00:17:56.420 ⇒ 00:18:09.500 Robert Tseng: at what stage event you should send to which platform? Certain platforms, you should give them early, earlier signal, some of them you should… you give them later signal. Anyway, he’s more opinionated on that part, and I’ll let him kind of share about that.
142 00:18:09.500 ⇒ 00:18:13.189 acromie: Who did you say that? Who was that? Zoran. Oh, okay, cool, yeah.
143 00:18:13.190 ⇒ 00:18:13.760 Robert Tseng: Yeah.
144 00:18:14.460 ⇒ 00:18:18.270 acromie: Yeah, I’d love to know all of that, so…
145 00:18:18.600 ⇒ 00:18:19.110 Robert Tseng: Yeah.
146 00:18:19.530 ⇒ 00:18:21.860 Robert Tseng: And then, like, I mean…
147 00:18:22.160 ⇒ 00:18:28.630 Robert Tseng: I don’t think we finished, like, the… we did, like, an inventory of all the amplitude events, we kind of, like, flagged
148 00:18:28.890 ⇒ 00:18:42.260 Robert Tseng: any, like… I mean, there are no PHI risks, necessarily, because, like, you have the in place. Yeah, if we were to get more data from the warehouse, having our help distinguishing, kind of, like.
149 00:18:43.290 ⇒ 00:18:52.409 Robert Tseng: what goes into the user profile, and then, like, any other additional events that were gonna come from there as well, so I think that’s what I’m hearing.
150 00:18:52.410 ⇒ 00:18:52.930 acromie: Yep.
151 00:18:53.170 ⇒ 00:18:56.139 Robert Tseng: And then, I guess…
152 00:18:56.230 ⇒ 00:19:08.780 Robert Tseng: there may be some scope on, like, customer profile enrichment in, like, Amplitudes, so just be able to sync to the other ones. So, we had talked about previously something about,
153 00:19:08.780 ⇒ 00:19:16.610 Robert Tseng: things that aren’t in there, like appointment location, possibly insurance, like, I don’t really know where we stood with the insurance part now.
154 00:19:16.610 ⇒ 00:19:26.479 acromie: A lot of those things are coming over as event properties now. I’m actually in the process of trying to have them clean… I’m still trying to get Healthily to clean up their payload, because it’s still.
155 00:19:26.480 ⇒ 00:19:26.840 Robert Tseng: Okay.
156 00:19:26.840 ⇒ 00:19:42.029 acromie: way more than I need, and I’m still missing one really key user ID that they have not… that keeps telling me they’re sending. I’m like, but you’re not. So, hopefully we’re gonna solve that here really soon.
157 00:19:42.030 ⇒ 00:19:42.620 Robert Tseng: Okay.
158 00:19:43.060 ⇒ 00:19:51.480 acromie: But, but we do have information on, like, what, like, I do want to keep in there, what insurance. In fact, I could probably even send you…
159 00:19:51.590 ⇒ 00:20:02.550 acromie: like, an example of the payload we’re getting from Healthfully, and kind of the directions I’ve given them, because that’ll, if it helps, when we get there. Sure.
160 00:20:02.760 ⇒ 00:20:16.749 acromie: Because we have, you know, we have insurance information, we have the contact, if it’s a minor, we have the guardian, and, like, what kind of guardian they are. If, you know, things… I’m keeping things in there, like…
161 00:20:16.870 ⇒ 00:20:34.919 acromie: is the person who owns the insurance a spouse, right? Just in case I ever want to use something like that. Like, is the person using the insurance the primary insurance holder? Like, you know, just weird stuff like that. But in addition to, I mean, we have everything. I… we’re…
162 00:20:35.290 ⇒ 00:20:58.320 acromie: we have everything right now, and we shouldn’t have everything right now. So, I mean, I’ve got addresses, and phone numbers, and emails, and anything they put in these things, and I’m gonna remove, like, the address 1 and 2 fields, because I don’t need that at the moment, but I do want email, because eventually we’re gonna hopefully plug in some email automation, and I do need phone number in case we do text, or…
163 00:20:58.320 ⇒ 00:20:59.920 acromie: Whatever,
164 00:20:59.970 ⇒ 00:21:19.629 acromie: So, and then there are, future opportunities. Like, right now, we don’t have an email program, so we don’t collect consent, but, like, eventually, I would love for Amplitude to hold that consent signal, you know? So if they consent within the EHR, that gets sent through the data warehouse and up, so we always know if we can…
165 00:21:19.630 ⇒ 00:21:21.489 acromie: we can contact them.
166 00:21:21.490 ⇒ 00:21:22.090 Robert Tseng: Yeah.
167 00:21:22.550 ⇒ 00:21:33.400 acromie: just, yeah. And then, yeah, and then from the EHR and the data warehouse, we’ll get things like their last appointment date, how many appointments they’ve had,
168 00:21:33.760 ⇒ 00:21:42.420 acromie: when their next appointment is scheduled for, etc. Where, you know, we’re getting where it’s at now, we’re getting who their therapist is,
169 00:21:42.550 ⇒ 00:21:44.210 acromie: Yeah, so…
170 00:21:44.400 ⇒ 00:21:49.920 acromie: A lot of data, we’ve got access to a lot of it, we’ve just got to get that data warehouse.
171 00:21:53.090 ⇒ 00:22:00.999 Robert Tseng: Yeah, no, I mean, that’s, that’s exciting. I mean, this is… I guess this was, this was the work that we were hoping to take on, so I’m excited to get back into it.
172 00:22:01.000 ⇒ 00:22:01.620 acromie: Yeah.
173 00:22:01.620 ⇒ 00:22:03.130 Robert Tseng: Me too. Yeah.
174 00:22:03.560 ⇒ 00:22:08.820 Robert Tseng: Okay, so it sounds like we should probably go back to… I mean, I’ll probably have to go and I’ll take the…
175 00:22:08.980 ⇒ 00:22:15.140 Robert Tseng: kind of notes from here to probably go and do another pass at this… the last scope of work that I sent. Yeah.
176 00:22:15.360 ⇒ 00:22:17.530 Robert Tseng: And then…
177 00:22:17.830 ⇒ 00:22:22.389 Robert Tseng: yeah, I guess we can kind of just edit from there and see what we can do to get it aligned.
178 00:22:22.390 ⇒ 00:22:36.150 acromie: Perfect. And then, yeah, all I would say is just make sure that this, like, initial phase of getting call tracking metrics is… is kind of separated from any, like, doing a monthly go-forward, just so, in case I need to do some timing there. Yeah.
179 00:22:36.150 ⇒ 00:22:51.190 Robert Tseng: I know I’m gonna be able to get approval much faster for that one piece, and then the rest of it’s gonna be, like, okay, when can I kick this off? Because it’s in my budget, I have budget, but the cash flow. So, we’re just working with finance on that part, so…
180 00:22:51.700 ⇒ 00:22:52.330 acromie: Yup.
181 00:22:52.330 ⇒ 00:22:57.260 Robert Tseng: Yeah, will do, yeah. Yeah, the call tracking will be… just be a separate line item.
182 00:22:57.260 ⇒ 00:23:01.600 acromie: Perfect. Yeah. Awesome. All right, well, thanks, Robert.
183 00:23:02.090 ⇒ 00:23:04.110 acromie: Any other questions come up, you know how to reach me.
184 00:23:04.460 ⇒ 00:23:06.249 Robert Tseng: Yeah, sounds good. Thanks, Allison.
185 00:23:06.250 ⇒ 00:23:09.330 acromie: Alright, thanks, you too. Have a great weekend. Bye-bye.