Transcript
Micah Sanders (00:00) hey, bud.
Micah Sanders (00:09) Hey, josh, yo.
Micah Sanders (00:17) Can you hear me all right?
Joshua Levitan (00:20) Yeah, I got you. Can you hear me?
Bradley Eral (00:32) Hey, josh, can you hear me?
Micah Sanders (00:34) Yes.
Bradley Eral (00:36) Perfect. Heads up, WI, fi I just landed in Austin and reception’s terrible. So, for today, we’ll just kind of field their questions and then I’ll send the consumption deck as a follow up today. Okay? But did they get back to you on the status of what we’re building out from like an enablement perspective? No?
Joshua Levitan (01:04) Jordan didn’t respond.
Bradley Eral (01:05) Okay, cool. I think that’s like the big topic from our side today, yep.
Joshua Levitan (01:12) Sounds good.
Joshua Levitan (01:19) I’m going to go out and meet Brad for two minutes and get Bruce in his crate. I’ll be right back.
Bradley Eral (01:24) And then he needs to join in now.
Bradley Eral (01:31) Hey, Tim… how’s everyone doing today?
Micah Sanders (01:41) All good on my end?
Bradley Eral (01:58) What everyone Fallon here? We can kick things off.
Bradley Eral (02:41) All right. Well, I think we have quorum… Mike, let me know if you agree and we can jump in.
Micah Sanders (02:51) Yeah, I think we’re good. Thank you.
Bradley Eral (02:53) Awesome. So, appreciate the time today, guys. As a heads up. I am our company’s traveling to an offsite. I just landed in Austin.
Bradley Eral (03:01) So I’m going to send over the deck with updated consumption as a follow up, but really from our side, what we’re hoping to cover today is get an update on where things stand from. I know like there’s a lot of effort that was going forth with the enablement. We were like what can we do in platform to make this more clear for your providers? And I want to make sure that your team’s getting what you need from us. And I’ll also get an update that I can take back to our team. But besides that, that’s what we had anything else from the simplepractice side that you guys were hoping to cover today?
Micah Sanders (03:34) I don’t think so anyone else have something… we can talk through a little bit of the kind of expected timeline on our first product milestone, which I think is what you’re referencing. And then I guess the only thing that I would have on my side as a part of that, we’ve talked about linking the email kickoff from medallion to a successful caqh import instead of today, it’s just on like provider creation or creation and maybe just confirming like how much lead time you all would need on that. I think we discussed that previously, but it would be, we can make sure that we give you the right amount of lead time.
Bradley Eral (04:22) Love it.
Bradley Eral (04:27) I think that’s probably a good place to start Ross. I see you’re on… from the caqh perspective. Do you have an idea of lead time or is that something we should take back to the team and get back to simplepractice immediately following today’s? Call?
Ross Martin (04:45) Yeah. So this is for like the current flow where we’re doing it that’s really up to Jim in terms of how quickly you can do it from our perspective, like on the API, you could do that yourself today… Jim. Are you available to speak to that?
Jim Espinoza (05:02) So, sorry, I think I missed the question. Yeah.
Micah Sanders (05:05) So basically, we had talked about because what, you know, the user experience in this first milestone that we’re creating is we’re not encouraging action outside of simplepractice until we get a successful import of caqh. And so at that point, we’ll start kicking people over into medallion. And so we had discussed having the welcome email that comes from medallion trigger instead of an org creation or provider creation to happen on successful caqh import. And just wondering like how long of a lead time you guys would need to kind of change the logic for when that email series starts?
Jim Espinoza (05:53) Yeah. Okay. I’m remembering the conversation that we had with Sammy around simplepractice… doing the checking because you guys were going to eventually do that checking of the status of secret import. If that’s changed, we might need to take that back and talk. But what we could do to start is not send an invite. That way you guys can then step in check for the status and then send the invite when needed. If it’s to change the integration to then not send the invite but also do the checking on our end. It might take more time.
Micah Sanders (06:28) Got it. I see what you mean? Okay. Let us talk about that then, and get back to you. I would assume, I… think what that might need to be for us is just like it might be one fast follow that we do.
Bradley Eral (06:47) We’ll get.
Micah Sanders (06:49) Back to you. If we need anything more, I guess maybe the one question we can do that on our end, does that kick off the entire series of emails? If we were to hit your API and start that process because I know there’s a whole series based on if they haven’t joined yet. Does it kick off the same process? Okay? Cool.
Jim Espinoza (07:10) Yeah. That invite will send the first one. And then the journey is what we call it begins after that invite. If they haven’t joined within whatever the timeframe we’ve shared is it continues off of there? Okay?
Micah Sanders (07:22) Cool. Appreciate that. Thanks Jim.
Bradley Eral (07:27) Awesome. Thanks, Jim and Mike. I think that’s a good segue from a delivery perspective. What are you guys expecting from your side on timelines for this initial launch and delivery?
Micah Sanders (07:39) Yeah, we’re looking towards the end of April. So we’re getting close… I would say like keep me honest, Jen and Roberto, but like two weeks is probably around right… end of April is probably the best somewhere that last week of April is kind of what we’re looking at.
Bradley Eral (08:02) Love it that’s awesome to hear. And then within that initial phase or kind of launch, will this also include the embedded enablement for the providers as part of that or is that a separate project?
Micah Sanders (08:15) Like adding new providers within an org?
Bradley Eral (08:19) As far as like new providers with the org, I know there’s talks of layering in kind of the pre recorded demo as well as the pre read for providers.
Micah Sanders (08:28) Yes, yes, yes, yes. Yeah. So we’ll have a link now in our UI to like resources and so we can like they’ll be able to see like, you know, like customer support kind of guide which will include demos. So, and there’ll be additional flexibility that we can play with there in the UI too if we want to. Like, we could add a card that like has the demo if we like, you know, there’s things that we could do ongoing that make yeah, like kind of support more accessible.
Bradley Eral (08:59) So, incredible. Appreciate all the work on that. And Jordan, in particular, I know a lot of lead time and effort went into that and just go.
Micah Sanders (09:08) Ahead and just to clarify to you like the designs that we showed you all maybe a month ago. Like this, is that, so it’s like the flow, you know, select it like kicks you into medallion on each kind of step and then track status visually in our bot.
Ross Martin (09:23) Okay. A question and a point. Is there anything we can do to help you like even on the engineering side to get ready for that launch? Like any open questions or risks or concerns from your perspective? And then I’ll have a request after you answer that.
Jenn Hansen Engineering (09:44) Nothing is coming to my mind immediately. What about you? Josh? I know in an ideal world later on webhooks would probably be helpful instead of the syncing. So, yeah, but yeah, for now, I think it’s I think we’re set up for, I don’t think that’s our limiting factor right now. I think we have actually that piece pretty well set up and just need to work on like our front end designs. Great.
Ross Martin (10:08) And so you are going with the architecture where you’re doing like a daily sync of everything? Okay? I guess what would be helpful is like when are you going to start to actually run that at the scale that you’re planning on running it like on launch day? Because I would love if we could do that upfront just in case there’s any kind of scaling. Again. I don’t think there should be scaling issues, but I’d love to surface that sooner than later. We.
Jenn Hansen Engineering (10:29) Are planning on doing that before it launches the story to kind of like sync all that is in QA right now. And I feel like sometime this week should probably pass QA and get merged. And we are trying to like be really mindful of rate limits but I think we’re going to be like maybe pushing it close to the rate limit max. And so, yeah, if we do run into issues, we’ll have a chance to tweak that. And so.
Ross Martin (10:55) Okay, cool. Yeah. Just let us know. And that’s like a good thing that we can just talk about in slack. We don’t have to like wait for the weekly sync because we can tweak that more responsively cool. Sweet. All right. Thank you. Awesome.
Bradley Eral (11:06) Thanks again Tim.
Bradley Eral (11:12) Anything else from the simplepractice side that’s really what we had for today? As I mentioned also over the consumption report later this afternoon.
Bradley Eral (11:22) But what else is top of mind from your side?
Micah Sanders (11:26) I think that’s oh,
Ross Martin (11:28) go ahead. I.
Gianna B. CS She Her (11:29) Haven’t had a chance to like post in the channel about this specifically, but we’ve seen like a lot of customers coming to us just asking to purchase additional enrollments and we’re currently just wait listing them. So I was wondering how hard it would be to like tweak the language that comes up in that thing when new customers reach their enrollment limit, and it says like contact simplepractice to purchase more. I wonder if we can like workshop that a little bit to make it less like that it’s available right now to them. So I did want to bring that up, but I don’t have like any, anything documented on it where if.
Bradley Eral (12:06) yeah. Let me take note that’s a great call out because my understanding is that language is entirely customizable. So, let’s take that as an action item. I’ll confirm with the team. I don’t want to misspeak, but 99 percent certain. And if you guys have some language in mind that you’ve been noodling on, then we can get that in production as soon as possible.
Gianna B. CS She Her (12:26) Perfect. Thank you so much. Yeah.
Brittani Luyen (12:28) I think that should be entirely possible. So I think we would just need the language change from you all and what you would like to display instead.
Gianna B. CS She Her (12:34) Awesome. I’ll work on that and then is slack a good way to get that to you or do you have a preference? Awesome. Perfect.
Bradley Eral (12:40) Thanks. Yeah. And Jenna, out of curiosity, what does that waitlist look like? I guess what are you seeing from a demand perspective?
Gianna B. CS She Her (12:49) It’s funny because we get a lot of outreach from customers asking to purchase more, but they really aren’t signing up for the waitlist. It’s kind of like an informal thing to notify them to have it available. Yeah. So they just kind of like drop off when we send them the link. Yeah.
Bradley Eral (13:05) No, but that’s awesome to hear about the excess demand.
Andrew Krimstock Marketing He Him (13:08) We do get a number of them that we are putting into a new offer that do complete the process when we go that route, but I think we’re still metering out how many we bring into the system just because of the difficulty they’ve had getting through the experience. Yeah.
Bradley Eral (13:32) Makes sense. And hopefully that will not be the case for so long here.
Micah Sanders (13:41) Anybody else on our side have anything?
Micah Sanders (13:52) I think we’re good if there’s nothing else on your end. Yeah.
Bradley Eral (13:56) We appreciate the time. Hope everyone has a great week and if any questions come up, just reach out in slack.
Micah Sanders (14:01) Thank you. Thanks everyone.