In this episode, Tripp Johnson, CEO, and Marcus Shumate, Growth Director, discuss the challenges and successes of scaling their healthcare practice, particularly the opening of a new Chapel Hill location. They explore the importance of integrating data across their CRM and EHR systems to create a seamless patient journey from the first contact to discharge. Tripp and Marcus dive into the necessity of data literacy within their organization and the steps they’ve taken to ensure that data informs every decision, from patient-provider matching to operational efficiency. The conversation highlights the role of real-time data in improving both patient and provider experiences and the potential for AI to uncover previously hidden correlations that can enhance outcomes.

Key Topics:

• Challenges of scaling healthcare operations and opening a new location
• Integrating CRM and EHR data to improve patient and provider experiences
• The journey from spreadsheets to a centralized data warehouse
• The importance of data literacy and real-time feedback loops
• Using data to refine patient-provider matching and operational processes
• The future of AI in uncovering hidden insights in healthcare data

About Flourish by Advaita Health

Flourish by Advaita Health explores how people, providers, and communities move from suffering to flourishing. Each episode weaves together perspectives from healthcare, wellness, and human experience — from the science of mental and physical health to the art of living well.

Advaita Health is a North Carolina–based behavioral health organization dedicated to supporting whole-person flourishing. Learn more about our work and clinical services below.

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