About you
First Name
Last Name
Email
*
Organization
Role / title
Where you stand today
How many providers are in the network today, and how many are in active contract negotiation?
What's the split between primary care and specialty?
Which states are live now, and which are targets over the next 12 months? Is there a priority order?
Total attributed patient panel, and roughly how it splits across Medicare Advantage, ACA marketplace, and Medicaid managed care?
Which payers do you hold contracts with today?
What's the growth target β providers added per quarter, or lives under management?
Provider growth
How do providers find you today?
Choose one or more options
If you selected βOther,β please describe:
Who owns recruitment internally, and how much of their week goes to it?
From first contact to signed and credentialed, how long does a provider take β and where does it stall?
What makes a provider a good fit? (Panel size, payer mix, specialty, EMR, ownership structure)
What makes one a bad fit β the ones you'd rather not have said yes to?
On the Cigna ACA exit: do you already have a list of affected providers?
Choose one or more options
What does a provider hear from you today that makes them say yes? The actual pitch, in the words you use.
Any states, payers, or health systems we should stay away from for contractual reasons?
Population management
Which care gaps matter most right now?
Choose one or more options
If you selected βOther,β please describe:
What are your cuIf you selected βOther,β please describe:rrent star ratings or quality scores, and what's the target?
Who does patient outreach today?
Select an option
What percentage of the panel is reachable by phone with current contact data, and how stale is that data?
What's the language split across the panel?
Have you tried automated patient outreach before? What happened, and what would "acceptable" look like this time?Β Be blunt β this shapes the whole design
Are there outreach types you want kept human-only, no exceptions?
Data sources and access
List every EMR in use across the network and roughly how many practices are on each.
Have you tried to pull data out of those EMRs before? What was attempted, who was the contact, and where did it break down?
Which practices' data do you have contractual rights to access, and which would need new agreements?
What do you receive from payers today β claims files, gap lists, attribution rosters? Format and cadence?
Are any payers imposing technical or security requirements on data exchange?
What billing partners and vendor platforms are in play, and which do you intend to keep?
Are BAAs in place with your practices, and who signs on your behalf?
The dashboard: who it's for
Who logs in?
Select an option
When your providers asked for a dashboard, what did they actually want to see?Visit counts came up β what else was on the list?
Visit counts came up β what else was on the list?*
If a provider could see only three numbers, which three would bring them back a second time?
What does a provider get today instead β payer portals, spreadsheets, nothing? And what would they do differently with better visibility?
What does leadership need to see across the network that you can't get today?
The dashboard: the numbers behind it
.
Shared savings β how is it calculated today, by whom, and how often does a practice find out where they stand
What number did you wish you had in your last payer negotiation and didn't?
What do payers currently report to you that you can't independently verify?
Risk / RAF β is HCC gap identification happening today? By whom, in what tool? Who reviews before anything is submitted?
Quality β which measure set governs you?
Choose one or more options
Attribution β who decides which patient belongs to which provider, and do you and the payers ever disagree about it?
The dashboard: how it behaves
How current does the data need to be?
Select an option
Should it only show numbers, or also let people act?
Choose one or more options
Can one practice see another practice's numbers, or is each walled off? Patient-level detail or roll-ups only?
Is there anything from the earlier attempt we could look at β mockups, a spec, sample reports, a partial build?
Would you demo this dashboard to prospective providers as part of the recruiting pitch?
Select an option
Constraints and commercials
What budget range are you working within, and is it capital or operating?
Is there a date this needs to be live by? (A payer deadline, contract start, or board commitment)
Who signs β and who else needs convincing before that happens?