OneAI - Pipeline success - weekly meeting
Date: 2025-06-30 | Duration: 37.310001373291016 min | Account: pipeline-success
External attendees: bruna.santos@homecare.com, chris.b@pipelinesuccess.com, david@pipelinesuccess.com, ecorrons@homecare.com, jason.o@pipelinesuccess.com, ncuesta@homecare.com
Summary
The meeting confirmed a Go Live date of July 7th, with a dry run scheduled for July 3rd at 4 PM to ensure readiness. It emphasized the necessity of end-to-end testing for full system integration, focusing on data flow from contact input to CRM data return before the launch. A new care recipient goal was introduced, requiring API data linkage from Pipeline Success to enhance user experience. Various financing methods were outlined, including long-term care insurance and Medicaid, with distinct outcomes for Medicaid cases. The API integration flow was modified to improve efficiency, changing from simultaneous to one-at-a-time querying. Budget categorization was mandated to classify under or over $1500, particularly for long-term care insurance. Moreover, current API capabilities were limited to basic data, necessitating full integration for enriched user data capture. Controlled volume testing will kick off with 5-10 calls to optimize the system prior to a full-scale rollout, and Jason’s participation in end-to-end testing was noted as optional due to travel plans.
Key Points
🚀 Go Live Date Confirmed: The Go Live date is set for July 7th, with a dry run on July 3rd. 🔧 Essential Testing: End-to-end testing is crucial for ensuring system integration and data flow. 📊 New Care Recipient Goal: API data linkage from Pipeline Success is required to enhance user experience. 💰 Financing Methods Discussed: Various financing options were outlined, including Medicaid and long-term care insurance. 📞 Controlled Volume Testing: Initial testing will begin with 5-10 calls to optimize performance before full rollout.
Overview
- Go Live confirmed for July 7th, with a dry run on July 3rd at 4pm, ensuring readiness for launch.
- End-to-end testing essential for full system integration from contact input to CRM data return prior to Go Live.
- New care recipient goal implemented requiring API data linkage from Pipeline Success, enhancing user experience.
- Financing method goal features options: long-term care insurance, Medicaid, public assistance, private pay, with distinct outcomes for Medicaid.
- API integration flow modified to one-at-a-time querying from three simultaneous options, improving clarity and efficiency.
- Budget categorization mandated as ‘less than 1500,’ especially for long-term care insurance processing.
- Current API calls are limited to basic data; full integration necessary for enriched user data capture.
- Working hours validation will be managed by Pipeline Success, streamlining cooperation between teams.
- Controlled volume testing to begin with 5-10 calls to optimize the system before full-scale rollout.
- End-to-end testing scheduled for July 3rd, with Jason’s participation optional due to travel arrangements.
Action Items
Jason O’Neill Provide rebuttal text for Medicaid/public assistance financing method responses (08:39) Send updated transfer script text and ‘no options available’ messaging (15:01) Clarify dynamic branding requirements for Caring Homes vs Pipeline Success usage (16:25)
Nahuel Cuesta Luengo Send full API request sample with all data fields included today (31:08) Configure system for controlled volume testing with start/stop capabilities (34:31) Add contact ID to metadata for system update tracking (30:35)
Amit Ben Update script to accommodate single transfer option querying system (23:39) Implement financing method verification and budget question logic (20:46) Schedule Thursday July 3rd end-to-end testing meeting at 4pm (36:05)
Bruna Paracat Coordinate with team on missing API data fields for full integration testing (24:49)