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Sobe Innovative Rehab

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Sobe Innovative Rehab

Snapshot

Behavioral health / therapy rehab provider org (Florida, Georgia, Alabama); Medallion prospect in active evaluation — product demo completed 2026-04-20, proposal + project plan call scheduled 2026-04-22.

Profile

  • 282 active billable therapists; ~50 new billable therapists/year; ~30% annual growth expected; organic growth within existing centers.
  • Operates in Florida, Georgia, and Alabama.
  • Current time-to-billable: 90–120 days (hire-to-par); Medallion claims ~52 days avg, 17 days for FL Medicare, 15 days for GA Medicare.
  • Current provider onboarding data-collection time: ~20 days; Medallion target: ~2 days via CAQH integration.
  • ~6 payers per provider; Blue Cross and Medicare enrolled for every new therapist as baseline.
  • Credentialing owned by one specialist (“Carla”) who rescinded resignation 2026-04-20 — flagged as potential flight risk.
  • BPO model for admin staff: Philippines-based team; adding a credentialing specialist ~$27K/year.
  • Currently using Workbrite ($650/month) for provider onboarding forms + HR documents; interested in consolidating into Medallion if policy-sign-off and document-upload workflows can be replicated.
  • ~5% error/denial rate on credentialing-related billing; estimated $5K/year impact.
  • Dr. Sobi (likely founder/medical director) is data-driven; reporting + analytics valued at exec level.
  • Facility enrollments not yet active but on near-term horizon.
  • Wants to expand payer contracts; specifically called out UnitedHealthcare as the next target group enrollment.

Operations

  • Workbrite renewal ~July 2026; 8–12 week cutover window needed — aligns with Medallion evaluation timeline.
  • Wants to keep Carla focused on strategy/oversight (not portal entry); per Medallion, ~0.5 FTE needed up to ~1,000 providers.

Key Contacts

Customer — Nadia Sobe, Chief Operations Officer (nadia@sobeinnovativerehab.com). Medallion — Erica Lloyd, Enterprise Account Executive (erica.lloyd@medallion.co); Samantha Bouchard, Solutions Consultant (samantha.bouchard@medallion.co); Nneka-Shay Grant, Senior Business Development Representative (nneka@medallion.co).

Active Work

  • Product demo completed 2026-04-20; proposal + project plan call scheduled 2026-04-22 at 9am.
  • Erica Lloyd to confirm scope over email before 2026-04-22 call (consumption-based model; Year 1 estimate ~332 providers).

Open Issues & Requests

Operational pain

  • Fragmented systems (Workbrite + spreadsheets) leading to incomplete data, scaling challenges, and revenue inaccuracies.
  • Provider par-status notifications are manual and lagged — Carla scrapes portals and notifies the team; billing system update is also manual.
  • No single-view dashboard for credentialing status; credentialing is the only business area without consolidated reporting.

Feature requests

  • Needs to avoid two separate portals for therapist onboarding — wants Medallion to consolidate CAQH-pull + company policy/document sign-off in one flow; Workbrite replacement contingent on this.
  • Wants active-par-status alerts routed to billing team directly (email notifications + potential SFTP/API integration with EMR).

Decisions & Commitments

  • 2026-04-20 — Erica Lloyd noted Carla’s rescinded resignation may indicate a flight risk; recommended Nadia develop a succession plan regardless.
  • 2026-04-20 — Nadia confirmed interest in moving forward pending pricing clarity and single-portal onboarding solution.
  • 2026-04-20 — Scope agreed for proposal: Year 1 ~332 providers (282 current + 50 new), growing ~30%/year; 6 payers per provider; ~50 new enrollments/year + revalidations.

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