Meetings (46)
Nov 24 12AM
Nov 18 12AM
Thinkitive Sync Up (IMH copy) Zenara Health
Nov 4 12AM
Thinkitive Sync Up (ZH) Zenara Health
Oct 27 12AM
Oct 13 12AM
Oct 1 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Sep 29 12AM
Sep 18 12AM
AI Dev Team Daily Sync (IMH copy) Zenara Health
Sep 3 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Aug 28 12AM
Zenara/IMH <> Nurcoach Discussion (IMH copy) Zenara Health
Aug 21 12AM
IMH : Feature Discussion with Bryan (IMH copy) Zenara Health
Aug 14 12AM
Aug 14 12AM
Vajra/Bryan Sync Up (IMH copy) Zenara Health
Aug 14 12AM
Technical/ Screen Review with Bryan (IMH copy) Zenara Health
Aug 13 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Aug 12 12AM
Thinkitive Sync Up (IMH copy) Zenara Health
Aug 8 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Aug 7 12AM
IMH Meeting with Vajra (IMH copy) Zenara Health
Jul 24 12AM
Hold for IMH deepak Zenara Health
Jul 24 12AM
Hold for IMH - yash Zenara Health
Jul 18 12AM
Busy (copy) Zenara Health
Jul 14 12AM
Jul 11 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Jul 9 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
Jul 2 12AM
Introduction to IMH / Charm Health Call Zenara Health
Jun 16 12AM
Jun 9 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
May 29 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
May 21 12AM
CareOS Product & IMH Company Planning (IMH copy) Zenara Health
May 13 12AM
IMH AI Integration Engineer Interview (IMH copy) Zenara Health
May 12 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
May 5 12AM
Apr 25 12AM
ravi - bryan 1 1 (imh copy) Zenara Health
Apr 23 12AM
IMH : Jira Project Setup (IMH copy) Zenara Health
Apr 17 12AM
Aileen/Bryan (IMH copy) Zenara Health
Apr 14 12AM
Apr 7 12AM
Apr 2 12AM
IMH - Thinkitive Kickoff (updated) (IMH copy) Zenara Health
Mar 28 12AM
Ravi / Bryan 1:1 (IMH copy) Zenara Health
Mar 21 12AM
Canceled: Ravi / Bryan 1:1 (IMH copy) Zenara Health
Feb 26 12AM
Blocked Zenara Health
Feb 25 12AM
IMH // Thinkitive Custom Development Planning (IMH copy) Zenara Health
Feb 19 12AM
Feb 17 12AM
Feb 12 12AM
CareOS Product & IMH Company Planning 1 (IMH copy) Zenara Health
Feb 7 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 (222)
Apr 28, 2026
Create guide for recording meetings in Teams channel
done · View Meeting
Apr 28, 2026
Finalize meeting cadence schedule
open · View Meeting
Apr 27, 2026
Decide on AI Scribe inclusion in Phase 1
open · View Meeting
Apr 27, 2026
Clarify Project 2 scope and feature prioritization
open · View Meeting
Apr 27, 2026
Reorder project timeline - move Project 4 up
open · View Meeting
Apr 27, 2026
Map features to nomenclature and project structure
open · View Meeting
Apr 27, 2026
Add phase column to project roadmap
open · View Meeting
Apr 27, 2026
Define Engage 1.0 vs 2.0 feature set
open · View Meeting
Apr 27, 2026
Confirm CCM integration scope and effort
open · View Meeting
Apr 27, 2026
Send note to team about dropdown list caching issue
open · View Meeting
Apr 27, 2026
Build out three Retool admin views with proper formatting
done · View Meeting
Apr 27, 2026
Show completed Retool views to Pam
open · View Meeting
Apr 27, 2026
Investigate opportunity-to-property relationship in SQL query
done · View Meeting
Apr 27, 2026
Review Figma production flow diagram
done · View Meeting
Apr 27, 2026
Follow up on Integra Global introduction
done · View Meeting
Apr 27, 2026
Confirm AI person interest and Mason introduction
done · View Meeting
Apr 27, 2026
Reach out to Ganesh and project manager for cadence check-ins
open · View Meeting
Apr 27, 2026
Apply for Nvidia startup member credits and manage Amazon credits
done · View Meeting
Apr 27, 2026
Accept Amazon tenant invite and set up administrator access
open · View Meeting
Apr 27, 2026
Email Ganesh to push for complete solution specs delivery
open · View Meeting
Apr 27, 2026
Schedule leadership meeting with Thinkative
open · View Meeting
Apr 27, 2026
Review Thinkative's Figma designs for UX standards compliance
open · View Meeting
Apr 27, 2026
Assess Thinkative's project management capability
open · View Meeting
Apr 27, 2026
Clarify scope of Aileen's role pivot
open · View Meeting
Apr 27, 2026
Address platform feature concerns with Robbie
open · View Meeting
Apr 27, 2026
Set up new team-managed Jira projects and migrate user stories
open · View Meeting
Apr 27, 2026
Configure Jira board columns and workflow
open · View Meeting
Apr 27, 2026
Generate and present sprint reports for sprints one and two
open · View Meeting
Apr 27, 2026
Establish daily sprint visibility process
open · View Meeting
Apr 27, 2026
Review and approve story point estimation strategy
open · View Meeting
Apr 27, 2026
Explore AI coding agents (Cursor, Copilot)
done · View Meeting
Apr 27, 2026
Learn multi-agent AI frameworks (Crew AI, Raid AI, LangChain)
done · View Meeting
Apr 27, 2026
Study RAG and MCP technologies
done · View Meeting
Apr 27, 2026
Review and evaluate senior TPM candidates
open · View Meeting
Apr 27, 2026
Consolidate project status and next steps for all initiatives
open · View Meeting
Apr 27, 2026
Finalize Ben as Tech XO hire and schedule kickoff
open · View Meeting
Apr 27, 2026
Develop strategy for Interlace Health execution and resource allocation
open · View Meeting
Apr 27, 2026
Follow up with Joe Terry and other Tech XO candidates
open · View Meeting
Apr 27, 2026
Address Michael's transition out of Tech XO role
open · View Meeting
Apr 27, 2026
Evaluate Jay for potential fractional Tech XO role
open · View Meeting
Apr 27, 2026
Send financial model document to Vajra
open · View Meeting
Apr 27, 2026
Record meeting for Vajra's review
open · View Meeting
Apr 27, 2026
Follow up on investor updates and next steps
open · View Meeting
Apr 27, 2026
Clarify token revenue charging decision
open · View Meeting
Apr 27, 2026
Review SonarQube report and QA branch details
open · View Meeting
Apr 27, 2026
Review staging environment credentials and billing implementation
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Apr 27, 2026
Confirm clearinghouse integration preference (Office Ally vs Vista)
open · View Meeting
Apr 27, 2026
Review claim creation workflow and cash pay invoice requirements
open · View Meeting
Apr 27, 2026
Discuss cash-pay and insurance claim workflow with team
open · View Meeting
Apr 27, 2026
Add invoice generation and patient invoice delivery capability
open · View Meeting
Apr 27, 2026
Reach out to key community for developer support
open · View Meeting
Apr 27, 2026
Post developer support link on LinkedIn
open · View Meeting
Apr 27, 2026
Hire external developer consultant for code review
open · View Meeting
Apr 27, 2026
Contact DSI company developer for consulting hours
open · View Meeting
Apr 27, 2026
Schedule developer consultation for tomorrow at 11am or Monday
open · View Meeting
Apr 27, 2026
Confirm availability with Ahhim for developer consultation
open · View Meeting
Apr 27, 2026
Review and finalize care plan template selection screen design
open · View Meeting
Apr 27, 2026
Clarify necessity of Zenara question bank in care plan editor
open · View Meeting
Apr 27, 2026
Document care plan creation workflow
open · View Meeting
Apr 27, 2026
Fix dashboard hard-coded 2025 date issue
open · View Meeting
Apr 27, 2026
Add Enterprise tier and additional volume assumption rows
open · View Meeting
Apr 27, 2026
Restructure volume assumptions to link from patients per provider
open · View Meeting
Apr 27, 2026
Clarify and implement monthly ramp percentage logic
open · View Meeting
Apr 27, 2026
Define scenarios and pointers for care plan update screen
open · View Meeting
Apr 27, 2026
Review filter button design and micro-interactions
done · View Meeting
Apr 27, 2026
Check technical feasibility of multiple selection in filters
done · View Meeting
Apr 27, 2026
Improve card content structure and realism
done · View Meeting
Apr 27, 2026
Clarify care plan update workflow and template addition logic
open · View Meeting
Apr 27, 2026
Fix UX issues on S prototype
done · View Meeting
Apr 27, 2026
Compile screenshots for pitch deck
done · View Meeting
Apr 27, 2026
Add dummy prompts to Assess MVP
done · View Meeting
Apr 27, 2026
Send demo usage video to team
done · View Meeting
Apr 27, 2026
Review validation summary formatting
done · View Meeting
Apr 27, 2026
Review validation flow with team
done · View Meeting
Apr 27, 2026
Develop detailed project timeline and estimates
open · View Meeting
Apr 27, 2026
Collect team input on project execution
open · View Meeting
Apr 27, 2026
Finalize hiring plan for additional staff
open · View Meeting
Apr 27, 2026
Align with DEPC on formal project plan
open · View Meeting
Apr 27, 2026
Present project plan to Robbie
open · View Meeting
Apr 27, 2026
Explore evaluation SDK in prompt flow
open · View Meeting
Apr 27, 2026
Investigate prompt versioning and audit trail solutions
open · View Meeting
Apr 27, 2026
Plan user-designed workflow portal with drag-and-drop interface
open · View Meeting
Apr 27, 2026
Define prompt development and iteration workflow
open · View Meeting
Apr 27, 2026
Schedule integration planning meeting with Depc and Karen
open · View Meeting
Apr 27, 2026
Discuss accelerated timeline and incentive structure with Ganesh
open · View Meeting
Apr 27, 2026
Determine bonus/incentive metrics for December 31st completion
open · View Meeting
Apr 27, 2026
Coordinate with Karen on resource needs for acceleration
open · View Meeting
Apr 27, 2026
Standardize meeting note-taking system
open · View Meeting
Apr 27, 2026
Follow up on Practice Fusion API access issue
open · View Meeting
Apr 27, 2026
Provide Blueprint integration credentials to CTO
open · View Meeting
Apr 27, 2026
Send meeting link to team
open · View Meeting
Apr 27, 2026
Discuss development approach and milestone plan
open · View Meeting
Apr 27, 2026
Review and approve Azure setup and environment configuration
open · View Meeting
Apr 27, 2026
Confirm team composition and timelines
open · View Meeting
Apr 27, 2026
Prepare development environment and prerequisites
open · View Meeting
Apr 27, 2026
Follow up on Tom Insel partnership opportunity
open · View Meeting
Apr 27, 2026
Evaluate partnership with Tom Insel startup next week
open · View Meeting
Apr 27, 2026
Onboard Eileen for Vegas offsite
open · View Meeting
Apr 27, 2026
Schedule Shelley EOS implementer consulting session
open · View Meeting
Apr 27, 2026
Review Moll's updated plan
open · View Meeting
Apr 27, 2026
Set up AI environment with Open Web UI for team
open · View Meeting
Apr 27, 2026
Create architecture diagram for technology choices
open · View Meeting
Apr 27, 2026
Discuss sprint start timing and schedule
open · View Meeting
Apr 27, 2026
Create job description for India-based senior developer/leader
open · View Meeting
Apr 27, 2026
Guide client through transcription and voicemail system protocol
open · View Meeting
Apr 27, 2026
Meet with Eileen to discuss role and structure
open · View Meeting
Apr 27, 2026
Provide input on Ed's role and utilization
open · View Meeting
Apr 27, 2026
Post AI SME job description on Indeed
open · View Meeting
Apr 27, 2026
Set up continuous calls for Sprint 4 and 5
open · View Meeting
Apr 27, 2026
Circulate and gather feedback on product design process
open · View Meeting
Apr 27, 2026
Align product design process with sprint cycles
open · View Meeting
Apr 27, 2026
Resolve Twilio telephony blockers for Intuitive Psychiatry
done · View Meeting
Apr 27, 2026
Implement weekly status reports in Jira for Sprint 3
open · View Meeting
Apr 27, 2026
Update Confluence documentation with Figma diagram links
open · View Meeting
Apr 27, 2026
Verify API documentation completeness for XD RM D
done · View Meeting
Apr 27, 2026
Close Yale mental health startup deal
open · View Meeting
Apr 27, 2026
Oversee Yale mental health startup deployment
open · View Meeting
Apr 27, 2026
Daily 6am Ganesh team standup meetings
open · View Meeting
Apr 27, 2026
Evaluate Ganesh team improvement by next Monday
open · View Meeting
Apr 27, 2026
Complete Azure setup after kids bedtime
done · View Meeting
Apr 27, 2026
Conduct HR candidate interviews
open · View Meeting
Apr 27, 2026
Follow up with MyCoherentHealth founder
open · View Meeting
Apr 27, 2026
Review and conduct second-round interviews with offshore candidates
open · View Meeting
Apr 27, 2026
Research and document care coordination tools
done · View Meeting
Apr 27, 2026
Send Teams message with Genesis decision points
open · View Meeting
Apr 27, 2026
Meet with Chelsea in person
open · View Meeting
Apr 27, 2026
Review transcript from missed L10 meeting
open · View Meeting
Apr 27, 2026
Review two-loop documents shared in team chat
open · View Meeting
Apr 27, 2026
Develop go-to-market strategy for IMH Assess
open · View Meeting
Apr 27, 2026
Create agenda for follow-up meeting
open · View Meeting
Apr 27, 2026
Review and clean up timesheet billing from Kerry
open · View Meeting
Apr 27, 2026
Discuss company strategy, challenges, and opportunities
open · View Meeting
Apr 27, 2026
Evaluate increased bandwidth and role expansion with Ravi
open · View Meeting
Apr 27, 2026
Discuss role expansion structure with David
done · View Meeting
Apr 27, 2026
Watch Superhuman CEO Rahul's videos on YouTube
done · View Meeting
Apr 27, 2026
Try out Superhuman email client
done · View Meeting
Apr 27, 2026
Record Superhuman trial experience for team review
done · View Meeting
Apr 27, 2026
Add Superhuman and Rahul video links to meeting notes
open · View Meeting
Apr 27, 2026
Arrange lunch meeting between team members in Austin/Frisco
open · View Meeting
Apr 27, 2026
Send meeting link to Vai
done · 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
Demo billing module on Friday
open · View Meeting
Apr 27, 2026
Clarify billing module scope and requirements
open · View Meeting
Apr 27, 2026
Send ChargeMD API documentation
open · View Meeting
Apr 27, 2026
Discuss remaining billing module features this week
open · View Meeting
Apr 27, 2026
Complete UAT for Sprint 5 and 6
open · View Meeting
Apr 27, 2026
Complete QA for Sprint 7
open · View Meeting
Apr 27, 2026
Create AI-generated copy for website
open · View Meeting
Apr 27, 2026
Analyze trademark search reports for Zenara
open · View Meeting
Apr 27, 2026
Review and approve tech stack for Interlace Health project
open · View Meeting
Apr 27, 2026
Finalize vision and mission statements
done · View Meeting
Apr 27, 2026
Schedule Figma walkthrough session with Ben
open · View Meeting
Apr 27, 2026
Draft user flows based on approved tech stack
done · View Meeting
Apr 27, 2026
Align on CRM selection and lead flow
open · View Meeting
Apr 27, 2026
Develop landing page design
done · View Meeting
Apr 27, 2026
Create custom GPT for content generation
done · View Meeting
Apr 27, 2026
Prepare for September conference presentation
open · View Meeting
Apr 27, 2026
Plan product launch and waitlist strategy
open · View Meeting
Apr 27, 2026
Drive traffic to fill nurse practitioner test bed
open · View Meeting
Apr 27, 2026
Transition branding from IMH to Zenara
open · View Meeting
Apr 27, 2026
Onboard first two customers successfully
open · View Meeting
Apr 27, 2026
Track 'Reinventing the Wheel' issue
open · View Meeting
Apr 27, 2026
Reset and relabel quarterly rocks
open · View Meeting
Apr 27, 2026
Create design issue for discussion
open · View Meeting
Apr 27, 2026
Execute on patient data de-identification solution
done · View Meeting
Apr 27, 2026
Develop detailed day-by-day project plan for design work
open · View Meeting
Apr 27, 2026
Coordinate with Thinkative on low-fidelity screen delivery
open · View Meeting
Apr 27, 2026
Analyze existing care plans for rules and tasks
done · View Meeting
Apr 27, 2026
Get FHIR care plan data model documentation
done · View Meeting
Apr 27, 2026
Clarify MVP scope for Charm/Neurocoach
open · View Meeting
Apr 27, 2026
Design clickable Figma prototype for care plan UI
done · View Meeting
Apr 27, 2026
Build care plan engine within one month of Charm launch
done · View Meeting
Apr 27, 2026
Perfect workflow and screen design for care plan builder
open · View Meeting
Apr 27, 2026
Discuss architectural details with Robbie
open · View Meeting
Apr 27, 2026
Review Zenara Health product demo and outputs
open · View Meeting
Apr 27, 2026
Evaluate Zenara Health partnership for Nurcoach operations
open · View Meeting
Apr 27, 2026
Clarify Zenara implementation roadmap for Nurcoach
open · View Meeting
Apr 27, 2026
Clarify Eileen's role and responsibilities
open · View Meeting
Apr 27, 2026
Fix ramp tab in spreadsheet
open · View Meeting
Apr 27, 2026
Send email to Vajra about customer calculator tweaks
open · View Meeting
Apr 27, 2026
Delete Eileen game plan from tracking system
open · View Meeting
Apr 27, 2026
Finalize logo design with feedback
open · View Meeting
Apr 27, 2026
Extract rocks and milestones from offsite transcript for L10 planning
open · View Meeting
Apr 27, 2026
Wait for David's tax advice from Australia
done · View Meeting
Apr 27, 2026
Follow up with Banislash on website project
open · View Meeting
Apr 27, 2026
Make quick website changes on IP side
open · View Meeting
Apr 27, 2026
Add Bryan to Zenara Health Cloudflare domain access
open · View Meeting
Apr 27, 2026
Link Zenara Health domain to Microsoft 365
open · View Meeting
Apr 27, 2026
Transfer Zenara Health domain to Cloudflare
open · View Meeting
Apr 27, 2026
Delete Jade and Keenan from Cloudflare
done · View Meeting
Apr 27, 2026
Complete remaining Sprint 10 tickets by October 15th
open · View Meeting
Apr 27, 2026
Add detailed descriptions to Charm integration user stories
open · View Meeting
Apr 27, 2026
Create Charm integration sprint in Jira
open · View Meeting
Apr 27, 2026
Review architecture diagrams and provide feedback
open · View Meeting
Apr 27, 2026
Confirm backlog items with Shilpa
open · View Meeting
Apr 27, 2026
Ensure Charm integration feedback is incorporated into diagrams
open · View Meeting
Apr 27, 2026
Review and answer pending BA and design questions
open · View Meeting
Apr 27, 2026
Share Gena Health design link with Bryan for review
open · View Meeting
Apr 27, 2026
Provide high-level project plan for Gena Health system
open · View Meeting
Apr 27, 2026
Connect with Shilpa to discuss UAT changes
open · View Meeting
Apr 27, 2026
Provide list of completed IMH features to Bryan
done · View Meeting
Apr 27, 2026
Clarify Zenara enrollment feature requirements
open · View Meeting
Apr 27, 2026
Finalize widget placement and design for Zenara K and Miles section
open · View Meeting
Apr 27, 2026
Understand existing IMH capabilities for ASSIST platform integration
open · View Meeting
Apr 27, 2026
Prepare to start Charm Health integration bridge
open · View Meeting
Apr 27, 2026
Fill in feature description and Figma columns
open · View Meeting
Apr 27, 2026
Allocate 5-6 developers for IMH feature implementation
open · View Meeting
Apr 27, 2026
Review care plan library and assessment upload features
open · View Meeting
Apr 27, 2026
Confirm design alignment for care plan functionality
open · View Meeting
Apr 27, 2026
Document EHR import specification for Charm
open · View Meeting
Apr 27, 2026
Schedule follow-up call with Robbie
open · View Meeting
Apr 27, 2026
Prepare for IMH custom development planning meeting
open · View Meeting
Apr 27, 2026
Close on product roadmap and strategy
open · View Meeting
Apr 27, 2026
Refine and optimize product strategy
open · View Meeting
Apr 27, 2026
Get development team marching quickly
open · View Meeting
Apr 27, 2026
Secure project management support
open · View Meeting
Apr 27, 2026
Review admin and provider settings development status
open · View Meeting
Apr 27, 2026
Obtain approval on pending scope items for December delivery
open · View Meeting
Apr 27, 2026
Confirm blueprint integration removal from scope
open · View Meeting