MedallionAI Wiki

2026-04-19-pm-pediatrics

PM Pediatrics — Salesforce bootstrap (2026-04-19)

Bootstrap — initial state

This is the first fetch for this account; every record below is reported as initial state, not a delta.

Account

  • Name: PM Pediatrics
  • Industry: Physicians Clinics
  • Type: Customer
  • AnnualRevenue: 80475000.0
  • NumberOfEmployees: 901
  • ARR__c: 986090.0
  • Customer_Coverage_Tier_Calculated_by_ARR__c: Tier 1

Opportunities

  • PM Pediatrics - New Business - PE (0065Y00001aLVeEQAW) — Closed Lost — $N/A — closes 2021-12-02
  • PM Pediatrics - New Biz - Cre/PE/Lic (0065Y00001dpS8XQAU) — Closed Lost — $12500.0 — closes 2023-01-19
  • PM Pediatrics - New Biz SS PE - SS Cred - Licensure (Year 1 of 2) - 2023 (0065Y00001hctbVQAQ) — Closed Won — $191882.0 — closes 2023-12-15
  • PM Pediatrics - Renewal - SS Cred - SS PE - Managed Licensure (Year 2 of 2) 2025 (006PO000005IthVYAS) — Dead - Replaced — $191882.0 — closes 2024-12-21
  • PM Pediatrics (New licenses + Renewals) (006PO000005lnvFYAQ) — Closed Won — $42375.0 — closes 2024-03-25
  • PM Pediatrics E2E (Licensure/PE/Credentialing) (Year 1 of 3) (006PO000008DkWfYAK) — Closed Won — $488556.0 — closes 2024-05-15
  • PM Pediatrics (New licenses + Renewals) (Year 2 of 2) (006PO000008jVb0YAE) — Dead - Replaced — $42375.0 — closes 2024-12-22
  • PM Pediatrics - Renewal - 2027 (006PO00000A4O4QYAV) — 1 - Pending Renewal — $1585150.0 — closes 2027-05-15
  • PM Pediatrics E2E (Licensure/PE/Credentialing) (Year 3 of 3) (006PO00000A4PuxYAF) — Closed Won — $554090.0 — closes 2026-05-15
  • PM Pediatrics E2E (Licensure/PE/Credentialing) (Year 2 of 3) (006PO00000A4WefYAF) — Closed Won — $554090.0 — closes 2025-05-15
  • PM Pediatrics - Volume Adjustments (Year 1 Only) (006PO00000IDFLUYA5) — Closed Won — $1041452.0 — closes 2025-03-27
  • PM Pediatrics - Increased Resourcing Pilot (Follow Up Only) (006PO00000IN4qAYAT) — Closed Won — $25000.0 — closes 2025-02-25
  • PM Pediatrics - Re-Paper (006PO00000JxzcPYAR) — Dead - Replaced — $2647425.0 — closes 2025-06-30
  • PM Pediatrics - Y1 Prorated MSA Change (006PO00000KaosTYAR) — Closed Won — $9706.67 — closes 2025-04-29
  • PM Pediatrics - Volume Growth Y3 (006PO00000LIaXCYA1) — Dead - Duplicate — $182750.0 — closes 2026-05-15
  • PM Pediatrics - Volume Growth Y2 (006PO00000LIcqjYAD) — Closed Won — $312000.0 — closes 2025-05-22
  • PM Pediatrics Y2 Adjustments (PE Growth) (006PO00000QOrfJYAT) — Closed Won — $120000.0 — closes 2026-03-17
  • PM Provider Outreach Agent Pilot (006PO00000QVHYfYAP) — 4 - Scoping — $29166.67 — closes 2026-05-15

Cases

  • None (500PO00000Y3yQfYAJ) — Not Doing/P2

    Hi team, are we aware that when clients create tasks on a providers profile those tasks are getting moved to the “Reviewed” bucket for Medallion to review? PM is using this feature to communicate with their internal teams but this is likely disrupting our task reporting/confusing Medallion teams.

  • None (500PO00000NBGgwYAH) — Closed/P2
  • None (500PO00000NBDeFYAX) — Committed - Future Quarter/P2
  • None (500PO00000NBGDtYAP) — Closed/P2
  • None (500PO00000NBGAgYAP) — Needs More Info./P2
  • None (500PO00000NBFY1YAP) — Triaging/P2
  • None (500PO00000NBB2xYAH) — Closed/P2
  • None (500PO00000NBF07YAH) — Closed/P2

    Impacts delays for managers that are monitoring their specific assigned providers; potential to miss recreds.

  • None (500PO00000NBFo6YAH) — Closed/P2

Exec touchpoints

  • 07/2025 - Exec. Touchpoint - PM Pediatrics - EBR (a5BPO000000CY4M2AW)
  • 07/2025 - Exec. Touchpoint - PM Pediatrics - EBR (a5BPO000000CZV32AO)
  • 12/2025 - Exec. Touchpoint - PM Pediatrics - EBR (a5BPO000000Ch2n2AC)
  • 06/2025 - Exec. Touchpoint - PM Pediatrics - EBR (a5BPO000000FrOz2AK)

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