MedallionAI Wiki

2026-04-19-theoria

Theoria Medical — 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: Theoria Medical
  • Industry: Hospitals & Physicians Clinics
  • Type: Customer
  • AnnualRevenue: 1517000.0
  • NumberOfEmployees: 269
  • ARR__c: 1068425.0
  • Customer_Coverage_Tier_Calculated_by_ARR__c: Tier 1

Opportunities

  • Theoria Medical - PE/Lic - Year 1 of 3 (0065Y00001flbj7QAA) — Closed Won — $251675.0 — closes 2023-01-31
  • Theoria Medical - PE/Demo Update/Lic Rwl Upsell (0065Y00001gaQKIQA2) — Closed Won — $243545.0 — closes 2023-08-16
  • Theoria Medical - PE/Lic - Year 2 of 3 (0065Y00001hbxmtQAA) — Closed Won — $251675.0 — closes 2024-01-31
  • Theoria Medical - PE/Lic - Year 3 of 3 (0065Y00001hbxsOQAQ) — Closed Won — $251675.0 — closes 2025-01-31
  • Theoria - Growth - Backlog Service Fee (0065Y00001hdOLBQA2) — Closed Won — $50000.0 — closes 2023-03-24
  • Theoria Medical - September ‘23 Overages (0065Y00001ib0lqQAA) — Closed Won — $19000.0 — closes 2023-10-25
  • Theoria Medical - Demographic Updates Growth (006PO000003qyEUYAY) — Closed Won — $21500.0 — closes 2023-11-20
  • Theoria Medical - October ‘23 Overages (006PO000004a56xYAA) — Closed Won — $1250.0 — closes 2023-11-28
  • Theoria Medical - Renewal - 2026 (Y1 of 2) (006PO000005SV62YAG) — Closed Won — $2136850.0 — closes 2026-01-31
  • Theoria Medical - Nov 23 Overages (006PO000005VKxGYAW) — Closed Won — $1250.0 — closes 2023-12-20
  • Theoria - 2024 Delegated Cred Growth & SKU Flexibility (006PO000005Y4eDYAS) — Dead - Duplicate — $150000.0 — closes 2025-01-31
  • Theoria - Volume Additions (006PO00000G5zL0YAJ) — Closed Won — $829250.0 — closes 2025-03-28
  • Theoria - Overconsumption EOY 2024 (006PO00000G5zfxYAB) — Closed Won — $613673.0 — closes 2024-12-27
  • Theoria Early Renewal 2025 (006PO00000J2CtNYAV) — Dead - Replaced — $2424950.0 — closes 2025-04-01
  • Theoria Relinkage Project (006PO00000JOGblYAH) — Closed Won — $599903.2 — closes 2025-03-31
  • Theoria Medical - Renewal - 2028 (006PO00000JevJBYAZ) — 1 - Pending Renewal — $2136850.0 — closes 2028-01-31
  • Theoria Medical - Renewal - 2027 (Y2 of 2) (006PO00000JfPPJYA3) — Closed Won — $1068425.0 — closes 2027-01-31

Cases

  • None (500PO00000VoWCYYA3) — Committed - Current Quarter/P2

    Searching practice locations by street address

  • None (500PO00000RCuriYAD) — Submitted - Needs Review/P2

    Auto-assign tasks to specialists after user is removed.

  • None (500PO00000NBEAYYA5) — Closed/P2

    Currently the report builder exports licenses and practices within a single cell which makes the file impossible to work with. It limits the customer’s ability to sort and search and ultimately makes that export useless.

    We should improve the user experience by making each cell within a single value so that we can filter, search and create pivot tables based off the exports.

  • None (500PO00000NBCzzYAH) — Committed - Future Quarter/P2

    When first enrolling a group with a payer, many payers will require a doctor to be enrolled along with that group. We currently link these two requests together by making them dependent but once it’s finished there is nothing that allows the admin to easily see what provider is the primary doctor for that enrollment. We should add a field to the existing group enrollments that ties a provider to the group enrollment to allow admins to manage their group enrollments more efficiently.

  • None (500PO00000NBGCHYA5) — Committed - Future Quarter/P2

    When a user requests a demographic update that adds a new practice to a group or provider enrollment, the platform should automatically identify and aggregate any existing demographic updates that are in the intake or pending dependency status.

New / updated attachments

[SCAN] 10-07-2025 Unknown 05f9 (1) (2025-10-08, 0.5 MB, .pdf)

METROPLEX MI 480 Theoria 1 OCT 2025 PM 2 L 1775 Novi,MI 48375 1533670 94114-191661

THEORIAMEDICAL October 1, 2025 Medallion 2661 Market Street #4084 San Francisco, CA 94114 US RE: Assignment of Agreement with Theoria Medical PLLC (the “Agreement”) Dear Sir or Madam, We are writing to inform you of a corporate reorganization happening within Theoria Medical PLLC. Effective January 1, 2026, Theoria Medical PLLC will assign all of its contractual rights and obligations to its successor entity, Theoria Management, LLC (“Assignee”). This successor entity will conduct business under the name Theoria Medical. Contracting party: Theoria Management, LLC Tax ID / EIN: 33-2029464 Theoria is providing ninety (90) days’ advance written notice of this change. If Theoria has not received any objection from you by December 15, 2025, Theoria will document that as your acceptance of the assignment, and your waiver of any contractual requirement to provide prior consent. As noted above, Theoria will consider the Agreement assigned as of January 1, 2026. Sincerely, IseDani Engelhart General Counsel 41800 W 11 Mile Rd Suite 109, Novi, MI 48375 Telephone: (248) 660-1220

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