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Charm

company
7 meetings, 9 decisions, 55 action items
Meetings (7)
Apr 8 9:15PM
Oct 23 12AM
Zenara deepak Zenara Health
Sep 16 12AM
Sep 8 12AM
Jul 18 12AM
Decisions (9)
Apr 28, 2026
Launch as five for current rock cycle
Decided to launch 'as five' for this rock cycle now that the team knows what they're doing and have measurable objective...
Apr 28, 2026
Set May 1st deadline for design changes and completion
Committed to completing all design changes and related deliverables by May 1st for the current rock cycle.
Apr 28, 2026
Implemented Linear to Teams MCP automation
Approved the creation of a Linear to Teams MCP that automatically syncs all Teams tasks and transcripts to Linear every ...
Apr 28, 2026
Created weekly Ellton report automation in Claude
Decided to automate the weekly Ellton report generation in Claude to run every Wednesday, pulling data from the Linear s...
Apr 28, 2026
Replaced Java role with Linear to Cloud Code integration
Decided to replace the Java role with Linear to Cloud Code using team connector for improved reliability and integration...
Apr 28, 2026
Refactor Timer Architecture
Decided to completely refactor the Timer architecture rather than patch existing defects. The new architecture will foll...
Apr 28, 2026
Approve Infrastructure Load Testing
Approved the infrastructure load testing and concurrent users capacity demonstration, which is now complete and ready fo...
Apr 28, 2026
Thinkative product readiness assessment
Bryan confirmed that the Thinkative product is ready for sale with security and compliance at an A/A- level after patche...
Apr 28, 2026
Offer extended to Ashley for Head of Commercial role
Morris decided to extend an offer to Ashley, who previously served as founding go-to-market person at Alma (a psychiatry...
Action Items (55)
Apr 28, 2026
Send Charm pricing and referral details
pending_review · View Meeting
Apr 28, 2026
Provide Charm customer references
pending_review · View Meeting
Apr 28, 2026
Introduce Speaker 2 to Rural Health Hub
pending_review · View Meeting
Apr 28, 2026
Provide Executive Office Hours trial access
pending_review · View Meeting
Apr 28, 2026
Send Maryland rural health RFA presentation
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up call with Greg on Maryland rural health opportunities
pending_review · View Meeting
Apr 28, 2026
Explore Charm enterprise system expansion
pending_review · View Meeting
Apr 28, 2026
Research Corstrata as wound care reference
done · View Meeting
Apr 28, 2026
Schedule Charm EHR demo
pending_review · View Meeting
Apr 28, 2026
Follow up with Bryan on fractional CFO services
pending_review · View Meeting
Apr 27, 2026
Investigate comprehensive note type with nurse note section
open · View Meeting
Apr 27, 2026
Customize treatment plan template structure
open · View Meeting
Apr 27, 2026
Challenge Joe on AI Scribe tool selection
open · View Meeting
Apr 27, 2026
Investigate auto-scoring for questionnaires
open · View Meeting
Apr 27, 2026
Request dual-signature PDF capability from Charm
open · View Meeting
Apr 27, 2026
Compile and send follow-up answers to Mallory
open · View Meeting
Apr 27, 2026
Address Charm past medical history override bug with vendor
open · View Meeting
Apr 27, 2026
Investigate Charm Enterprise account activation
open · View Meeting
Apr 27, 2026
Resolve Charm template ordering/race condition issue
open · View Meeting
Apr 27, 2026
Find custom form solution for appointment scheduling
open · View Meeting
Apr 27, 2026
Design solution for scheduling to role/resource with day-of assignment
open · View Meeting
Apr 27, 2026
Clarify legal/compliance boundaries for external referral management dashboard
open · View Meeting
Apr 27, 2026
Design automated inbound referral processing via API
open · View Meeting
Apr 27, 2026
Design automated referral response communication via API
open · View Meeting
Apr 27, 2026
Instruct Joe to use tasks instead of referrals for internal assignments
open · View Meeting
Apr 27, 2026
Explore nurse triage note workflow solutions
open · View Meeting
Apr 27, 2026
Detail security ticket requirements
open · View Meeting
Apr 27, 2026
Add ticket descriptions to improve clarity
done · View Meeting
Apr 27, 2026
Get access to Adger to view flow
done · View Meeting
Apr 27, 2026
Resolve laptop keyboard issue
open · View Meeting
Apr 27, 2026
Provide backup plan for keyboard issue
open · View Meeting
Apr 27, 2026
Review prompt flow responses and outputs
open · View Meeting
Apr 27, 2026
Deploy endpoint as batch endpoint
done · View Meeting
Apr 27, 2026
Determine conference demo strategy
open · View Meeting
Apr 27, 2026
Test MVP with Charm integration
open · View Meeting
Apr 27, 2026
Uncomment access token in production code
open · View Meeting
Apr 27, 2026
Add bearer API key to .env files
open · View Meeting
Apr 27, 2026
Resolve 403 error on MVP production
open · View Meeting
Apr 27, 2026
Address VM deployment issue
open · View Meeting
Apr 27, 2026
Create Zenara Health subdomains
open · View Meeting
Apr 27, 2026
Finalize prototype with polish
open · View Meeting
Apr 27, 2026
Schedule alignment sessions on CareOS product strategy
open · View Meeting
Apr 27, 2026
Clarify core product vision and go-to-market strategy
open · View Meeting
Apr 27, 2026
Prepare Charm conference presentation and prototype
open · View Meeting
Apr 27, 2026
Validate Charm partnership as strategic direction
done · View Meeting
Apr 27, 2026
Explore Microsoft partnership for additional Azure credits
open · View Meeting
Apr 27, 2026
Follow up on API discussion with Banky
open · View Meeting
Apr 27, 2026
Implement multi-user thread collaboration in Open Web UI
done · View Meeting
Apr 27, 2026
Verify Open Web UI readiness for Intuitive Psychiatry AI flows
open · View Meeting
Apr 27, 2026
Complete backups and security hardening for Open Web UI
done · View Meeting
Apr 27, 2026
Get timeline update from Thinkative on feature mapping completion
open · View Meeting
Apr 27, 2026
Experiment with Claude Flow for AI agent implementation
done · View Meeting
Apr 27, 2026
Meet with Rabbi to discuss unknowns and module details
done · View Meeting
Apr 27, 2026
Review detailed documentation on system modules
done · View Meeting
Apr 27, 2026
Clarify Jira integration requirements for AI agent framework
open · View Meeting