Review Proposal for CCC re Resource's Time Estimate (All 3 Founders)
Complete 53-minute partner conference call reviewing the CCC sandbox testing hours estimate, IT vs. OCHIN labor allocation, partner portal demonstration, executive co-founder titles, and email infrastructure options.
Next Team Session: Monday In-Person @ Insomnia Coffee (Portland) • 4:00 PM PT
Focus: Joe & Jaime line-by-line review of CCC proposal (Phases 1 & 2), website feedback, track changes
CCC Pilot Pricing ($3.5k – $5k flat)
100% credited toward Year-1 production software rollout ($149/mo), with 30-day money-back guarantee if <5% schedule density gain achieved.
OWNER: ALL FOUNDERSOCHIN Technical Discovery Assignment
Joe verifies with Andy at CCC: "Is your Epic system OCHIN-hosted, and who is your Technical Coordinator for sandbox interface provisioning?"
OWNER: JOE (48h)Proposal Review & Sign-off Chain
Consultant-grade SoW completed. Jaime and Joe review Tue–Thu, aiming to deliver formal proposal package to CCC by Friday afternoon.
OWNER: JOE / JAIMEDomain Registration & Professional Email Routing
Registered `kvanhealth.com` and defensive `kvannhealth.com` on Cloudflare ($21 total). Free email forwarding activated for alexey@, joe@, jaime@.
OWNER: ALEXEY / JOETop Accelerator Phasing
Stage 1: Oregon Venture Fund (OVF) via Joe's clinical network. Stage 2: Cedars-Sinai, Mayo Clinic Platform, and Microsoft Founders Hub ($150k credits).
OWNER: ALL FOUNDERSIntelligent Patient Intake Gateway
Conversational pre-visit intake with deterministic safeguards & lab PDF extraction. Triages acute visits ahead of encounters.
Kvann Flow Capacity Engine
Algorithmic schedule compaction (Gravity Stacking) & Clinician Recovery Firewall on a 15-min integer grid. Reclaims 8–15% capacity ($149k/yr net gain).
Autonomous Compliance & Care Auditor
Post-encounter guideline verification and documentation audits across 49 clinical metrics with zero doctor disruption.
All documents are fully verified, brand-aligned, and available for immediate 1-click download in Microsoft Office, PowerPoint, and executive PDF formats.
| Deliverable Name | Scope / Description | Track | Downloads / Links |
|---|---|---|---|
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1. Zoom Call Decision Brief (D1)
2026-09-14_ZOOM_DECISION_BRIEF
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1-page agenda, 5 core decisions, owner matrix, and hard-question crib sheet. | Track A • CCC | PDF (72KB) Word |
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2. Master Pitch Deck (10 Slides) (D7)
2026-09-14_KVANN_HEALTH_PITCH_DECK
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16:9 widescreen presentation with high-resolution brand logos, market numbers, and ROI. | Track C • Accelerators | PDF (216KB) PowerPoint (258KB) |
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3. CCC Pilot Statement of Work & Proposal (v1.0 Final)
2026-09-15_CCC_PILOT_PROPOSAL_V1.0
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Final consultant-grade SoW with executive transmittal, scrubbed non-OCHIN phrasing, and 90-day dual-mode architecture. | Track A • CCC | PDF (132KB) Word (44KB) |
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⭐ 3b. CCC Pilot Hours & Resource Estimate (Lean Calibration)
2026-09-15_CCC_PILOT_HOURS_ESTIMATE
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Audit-Ready CIO Defense: 48h KVANN in-pilot engineering, 4–6h CCC IT burden, pre-pilot evidence panel, and one-hour removal guarantee. | P0 Deliverable | PDF (102KB) Word (43KB) |
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4. Executive 1-Pager Tear Sheet
KVANN_HEALTH_EXECUTIVE_TEAR_SHEET
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Printable leave-behind with 3-pillar breakdown, ROI proof points, and partner bios. | Track C • Accelerators | PDF (50KB) Word (39KB) |
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5. October 20 Prospect Presentation Kit
OCTOBER_20_PROSPECT_PRESENTATION_KIT
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Playbook & structured asset map for secondary in-person executive presentations. | Track E • Prospects | PDF (53KB) Word (39KB) |
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6. Visual Identity & Brandbook v1.0
80.01_Brandbook/index.html
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Warm Linen color tokens, typography scales, official masterbrand marks, and stationery suite. | Track D • Web | Open Brandbook |
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7. Offline "Hero Flow" Schedule Simulator
80.03_Demo_Guides/hero_flow_demo.html
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Interactive schedule compaction simulator running purely client-side without internet. | Track B • Engine | Launch Demo |
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8. Long-Term Strategic Roadmap (3 Pillars)
KVANN_HEALTH_LONGTERM_ROADMAP
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Autonomous clinical OS blueprint and 36-month enterprise scaling staircase ($54M ARR). | Track C • Vision | PDF (76KB) Word (40KB) |
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9. Tactical Execution Roadmap (5 Tracks)
2026-09-14_KVANN_FLOW_TACTICAL_ROADMAP
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Weekly milestone breakdown: CCC pilot, simulation engine, accelerator phasing, web. | Track B • Milestones | PDF (139KB) Word (45KB) |
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10. Official Web Landing Page (Production)
kvan-health-web/index.html
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Production website with bilingual EN/ES switch, WSJ Hedcut sketches, ROI calculator & CCC intake. | Track D • Web | Launch Website |
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11. Accelerator Master Q&A Dossier
ACCELERATOR_MASTER_QA_DOSSIER
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Answers to the 30 hardest accelerator questions covering defensibility, TAM, and FDA status. | Track C • Accelerators | Word (40KB) |
All previous conference calls are permanently recorded and indexed below with direct Zoom replay links, passcodes, executive summaries, and assigned action item checklists. History is never overwritten.
🟢 Meeting 3: September 17, 2026 — Review Proposal for CCC re Resource's Time Estimate
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Executive Recap:
The meeting focused on reviewing the proposal document for Central City Concern (CCC) regarding the estimated hours required for the sandbox testing phase of their project. Alexey, Joe, and Jaime discussed the division of labor between CCC's IT staff and OCHIN, emphasizing the need to clearly communicate the potential split of responsibilities. They also reviewed the company's new website and partner portal, with Alexey demonstrating its features and requesting feedback. The team agreed to meet in person on Monday to finalize the document, aiming to create a one-page executive summary. Additionally, they discussed business card designs and titles for the company's co-founders (Joe as CEO, Jaime as COO, Alexey as CTO). Alexey updated the group on the progress of the Epic app registration and the setup of email services, considering options like Zoho Mail and Microsoft.
Action Items Checklist:
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Alexey: Research Zoho Mail and its ERP/CRM modules for potential use as the email server.
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Alexey: Update the website/portal to add the KVAN logo to all documents and portal pages.
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Alexey: Create business card designs (CEO, COO, CTO titles) for approval and order.
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Alexey: Check with Woosh about the "prior auth" API selection for Epic integration (HL7 FHIR R4 Prior Auth APIs selected & registered).
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Joe & Jaime: Meet in person at Insomnia Coffee on Cornell Road, Portland, at 4:00 PM on Monday to review the proposal document for Central City Concern (focus on Phase 1 and 2).
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Joe & Jaime: Provide detailed feedback on the proposal document to Alexey by Monday evening, using track changes or comments.
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Joe & Jaime: Provide feedback on the website/landing page to Alexey.
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Joe: Send the revised proposal document to Andy and Tara on Tuesday morning.
🟢 Meeting 1: September 14, 2026 — CCC Pilot SoW & Strategic Alignment
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Executive Recap:
The meeting focused on advancing the pilot with Central City Concern (CCC) and preparing supporting materials. Joe confirmed green light from the client to deploy a prototype in their Epic sandbox and provide a ballpark estimate of required hours. The team agreed to keep the estimate modest, credible, and avoid naming OCHIN explicitly in the proposal. Alexey presented the draft proposal, pitch deck, brandbook, and production landing page. Messaging was agreed to focus on schedule capacity recovery and doctor well-being rather than speculative AI claims. Alexey also introduced his WHOOSH platform and demonstrated automated document compilation.
Action Items Checklist:
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Alexey: Prepare draft hours estimate for CCC pilot based on meeting transcript.
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Alexey: Incorporate feedback from Joe and Jaime into landing page (founder sketches, re-ordering, layout polish).
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Alexey: Prepare Cloudflare domain registration and free email routing instructions.
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Joe: Contact Andy at CCC to request permission to speak with technical coordinators regarding Epic sandbox access.
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Joe & Jaime: Complete final review of CCC Statement of Work and pitch deck by Thursday.
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All Founders: Re-convene on Thursday, October 17 at 9:00 AM PT for tactical review.
📁 Meeting 2: August 28, 2026 — Company Formation & Grant Strategy
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Executive Recap:
Initial business planning for KVANN Health LLC in Oregon. Discussion of equity structuring, accelerator target tiering (OVF, Cedars-Sinai, Mayo), domain acquisition, and Alexey's demonstrated medical document evaluation engine. Joe shared clinical leadership context from Providence Health & Services and confirmed focus on provider burnout and clinic access gaps.
Key Milestones Established:
- ✓ KVANN Health LLC formation initiated in Oregon with Joe, Jaime, and Alexey.
- ✓ Selected lead product wedge: Kvann Flow capacity engine on 15-minute integer schedule grid.
- ✓ Agreed on initial accelerator priority ranking and pitch deck narrative.
Live status tracking across all 5 operational workstreams. Milestones update in real time as files and deliverables are committed.
- ✓ 90-Day Statement of Work draft finalized
- ✓ 5 Core Decisions briefing document locked
- ✓ Pilot intake form live on web landing page
- ⏳ Epic sandbox hours estimate review with Joe & Jaime
- ✓ Mathematical discrete 15-min compaction engine
- ✓ Clinician Recovery Buffer constraint unit tests passed
- ✓ Standalone client-side Hero Flow Demo packaged
- ⏳ Docker OCI container staging for live API backend
- ✓ 10-Slide Master Pitch Deck in 16:9 widescreen
- ✓ Executive 1-Pager Tear Sheet with ROI tables
- ✓ Accelerator 30-Question Master Q&A Dossier
- ⏳ Microsoft Founders Hub application ($150k credits)
- ✓ Brandbook v1.0 & Warm Linen color tokens
- ✓ WSJ Hedcut founder portraits polished (3:4 ratio)
- ✓ Bilingual EN/ES web landing page with ROI model
- ✓ Zero-DevOps Cloudflare living edge portal live
- ✓ October 20 Prospect Presentation Kit drafted
- ✓ Pricing tiers locked ($149/MD/mo standard)
- ⏳ Secondary prospect outreach scheduling with Jaime
- ⏳ Peru MoH healthcare pipeline follow-up