Welcome to Integral Health
What we do:
Why it matters:
How the model works:
Jump to
Who's who
This is a starter directory — add your team's names as you go via the Manage Practices–style tabs, or ask Rhea to expand it.
Who to escalate to
New here? Start with these tabs
- Glossary — every acronym you'll see across this dashboard (CoCM, BCM, PHQ-9, and more).
- Company Goals — the 3-5 things the whole company is working toward this quarter.
- Practice Portfolio — the full roster of active practices, contacts, and current status.
- Handbook — the SOPs for how Provider Engagement work actually gets done.
Reviewed as a leadership team every Monday to check growth against the 4-week plan for the month.
Source: IH Meeting Tracker — Monthly Goals tab
Growth trajectory Total Pts + PO, by month
Weekly pacing
Additional weekly KPIs
Methodology — what each metric means
The company-wide North Star and the handful of quarterly goals every team ladders up to — distinct from Provider Engagement's own Quarterly Goals tab.
North Star
This quarter's goals
Click a practice on the left for its full profile: contacts, tenure, provider roster, PCP Champion & Champion Referrer baseball cards, open issues, and strategy notes.
Sources: Weekly Portfolio Tiering Tracker · Practice Contact Directory · Provider Engagement Master · Referral by Provider Tracker & PCP Champion/Champion Referrer photos (uploaded reference files — ask Rhea for live Drive links) · Provider Partners Clients (Notion) — connected live
New practices in Implementation or Launch. Once a practice officially hits its go-live date and moves into Evaluation/Maintenance or Troubleshoot, move it into the Practice Portfolio from its detail page here.
Source: Practice Onboarding Checklist Tracker · Implementation Phase · Launch Phase (Notion)
Pulled from Rhea's Google Calendar (practice syncs, matched by practice name) and the rolling Provider Engagement tracker doc for this week's agenda items.
Source: Google Calendar (ria.choksi@integralhealth.me) · Provider Engagement tracker
This week's internal agenda highlights Provider Engagement doc · Aug 3
Upcoming meetings connecting…
Pulled straight from the calendar every 5 minutes via the live-sync Worker — next 14 days, practice and team meetings only (personal "Office"/"Home" blocks are filtered out).
Two live strategy documents govern current campaign activity: the in-market baseline (running today) and the proposed seasonal/structural additions for the next quarter.
Source: Provider Engagement Referral Strategy · PCP Engagement Market & Seasonal Strategy
In-market baseline running today
- Weekly/biweekly practice touchpoints — one-page performance summaries at virtual check-ins.
- Monthly in-person visits — full clinical, financial, and referral review for Stable accounts.
- Proactive outreach — direct patient contact for eligible, unreferred patients; currently reaches 7–8 practices.
- EMR flagging — alerts PCPs to patients matching referral criteria (Dx/Rx/PHQ-9/GAD-7).
- Provider dashboard — real-time engagement/screening view; adoption mixed, under review for retirement or redesign.
- Provider in-services — live training sessions at partner practices.
- Monthly EMR-embedded success stories — individual patient outcome highlights.
Seasonal campaign calendar proposed, Jul 13
- Winter (Jan–Feb) — demand peak. Seasonal affective disorder drives a genuine clinical increase; highest-leverage window for referral infrastructure.
- Summer (Jun–Aug) — capture, not demand. Underlying need doesn't drop, but capture rates fall as patients and staff are away.
- Fall — rebound. Deductibles reset, school physicals cluster; natural on-ramp for renewed push.
- Holiday delay effect produces a predictable January surge worth pre-staffing for.
Q3 funnel mapping
- IDENTIFY — EMR flagging, screener completion pushes
- ENDORSE — champion PCP peer comparison, gold/silver/bronze tiering
- CONVERT — proactive outreach, batch referrals
- RETAIN & PROVE — success stories, clinical-outcome practice snapshots
Active named campaigns / initiatives
- CHS Network Expansion — Phase 1: Mercy Comprehensive Care Center, Trinity–Bowmansville, Trinity–North Forest. Champion PCPs identified; clinic-manager informational session in planning.
- Allied Physicians relationship repair: resolved 6/30 — proactive-outreach texting to patients whose PCPs had declined was stopped, ops notified, no further referrals affected.
- Sunrise / Family Care / Southgate / Southtowns / Associated Physicians: new-onboarding or reengagement push, all currently flagged At Risk.
Company-wide initiatives toggle per practice
Add a new campaign
Add new action items and update status here — Open, In Progress, or Completed. Non-completed items for a practice show up automatically on that practice's Portfolio page.
Source: Visit & Check-In Log Tracker — plus meeting notes, the Provider Engagement doc, and Notion (see below)
Add an action item
All action items
Add a new practice, edit an existing one, or manage its provider roster. Changes reflect immediately in the Practice Portfolio.
Add a new practice
Edit a practice
Every patient- and provider-facing material the team uses — walkthroughs, brochures, handouts, and templates — plus a form to add new ones as they're created.
Add a new material
Material library
The Integral Health Operations Handbook — SOPs for how Provider Engagement work actually gets done. Rhea adds new SOPs to this folder regularly; new files that show up in Drive get added here as they're found.
Source: Integral Health Operations Handbook Drive folder
Add a new document
Add a link to a new SOP, template, or reference doc — paste the Google Drive link once it's uploaded there. This adds it to the list below for this session; ask Claude to bake it into the next site update to make it permanent.
Every tracker, SOP, playbook, and template the team currently works from — identified from Drive so nothing lives in a separate silo. Flag anything missing and I'll add it.
Add a document or link
Every acronym and term you'll run into across this dashboard, in plain English.
Every edit made on this dashboard during this session — statuses changed, action items added, practices edited, materials added. Resets when the page reloads until live sync is deployed.