< + > Sherpas Healthcare Solutions Relieves the Burden of Release of Information Requests

Health care organizations still have to handle thousands of patient record requests manually. In addition to individual records requested by doctors, patients, lawyers, and others, there is a constant stream of requests for hundreds of records at a time for audits and quality reviews—and a lot of them still come in by fax, telephone, or postal mail.

Sherpas Healthcare Solutions is a medical record retrieval company that takes on the burden of fulfilling these requests. In a recent video interview, we had a chance to chat with Kaylan Blice-Mullins, Senior Director of Provider Relations at Sherpas Healthcare Solutions, and Brian Sitongia, Medical Records Manager at one of their clients, Wills Eye Hospital, to learn more about how Sherpas Healthcare Solutions is helping relieve the burden of all these requests.

Sitongia describes Wills as the oldest and most highly rated eye care facility in the United States, with seven or eight specialty clinics. Before hiring Sherpas, each record request would either require personal attention from Sitongia or a visit to the facility from a requester, who in turn would require a tutorial on how to get into their medical records.

Now, a single technician from Sherpas does the work, using his own login account. Blice-Mullins says any provider can benefit from this service. Plus, she hinted at a new tool they are rolling out which will speed up request handling tremendously, reducing response times from hours to minutes.

When it comes to how working with Sherpas has changed Sitongia’s workflow, he said that at most he has to upload the PDF to the Sherpas portal and he’s done. The requester is billed, and the provider pays nothing. That’s right, Sherpas offers this service at no cost to the provider organization.

Currently, Sherpas doesn’t handle individual patient requests from doctors at Wills Eye Hospital, but Sitongia hopes to transfer that job to Sherpas as well.

Check out our interview with Sherpas Healthcare Solutions and Wills Eye Hospital to learn more about how they’re improving the process of ROI requests.

Learn more about Sherpas Healthcare Solutions: https://scanningsherpas.com/

Learn more about Wills Eye Hospital: https://www.willseye.org/

Listen and subscribe to the Healthcare IT Today Interviews Podcast to hear all the latest insights from experts in healthcare IT.

And for an exclusive look at our top stories, subscribe to our newsletter and YouTube.

Tell us what you think. Contact us here or on Twitter at @hcitoday. And if you’re interested in advertising with us, check out our various advertising packages and request our Media Kit.

Sherpas Healthcare Solutions is a proud sponsor of Healthcare Scene.

< + > This Week’s Health IT Jobs – July 1, 2026

It can be very overwhelming scrolling through job board after job board in search of a position that fits your wants and needs. Let us take that stress away by finding a mix of great health IT jobs for you! We hope you enjoy this look at some of the health IT jobs we saw healthcare organizations trying to fill this week.

Here’s a quick look at some of the health IT jobs we found:

• IT Applications Engineer V, Medical Imaging – Kaiser Permanente
• Chief Information Officer (CIO) – MarinHealth
• Patient Service Representative – Abrazo Health
• Healthcare Value Analyst (Remote) – Sentara Health
• Regulatory Coordinator II (Remote) – Cedars-Sinai
• Epic Certified EHR Systems Analyst III (EpicCare Ambulatory) – Adventist Health
• ROI Medical Records Specialist – MRO
• Clinical Engineering/BiomedicalEngineering Cyber Specialist – TechnoSphere, Inc.
• Provider Relations Analyst – Texas Children’s Hospital
• Epic Applications Analyst Professional – Children’s Hospital Colorado
• Grievance and Appeals Analyst I – Elevance Health
• Virtual Chief Information Officer (vCIO) – Healthcare – Meriplex
• Lead IT Security Analyst – HIPAA, HITRUST, FISMA – NYU Langone Health
• Community Health Worker – RWJBarnabas Health
• Analyst, Pharmacy Data & Analytics – Molina Healthcare
• Health Information Management Analyst – Boston Medical Center (BMC)
• Chief Information Officer (CIO) – Commence
• Information Systems Manager – Mount Sinai Medical Center
• Associate Director, Finance Technology, AI Data & Innovation – Amgen
• Director – Information Systems Analytics & Reporting – Woman’s Hospital

If none of these jobs fit your needs, be sure to check out our previous health IT job listings.

Do you have an open health IT position that you are looking to fill? Contact us here with a link to the open position and we’ll be happy to feature it in next week’s article at no charge!

*Note: These jobs are listed by Healthcare IT Today as a free service to the community. Healthcare IT Today does not endorse or vouch for the company or the job posting. We encourage anyone applying to these jobs to do their own due diligence.

< + > The Hidden Link Between Legacy Data and Patient Safety

When a health system transitions from a legacy system, like an EHR, the old records linger as disconnected data islands when not properly planned for. Managing that data does not have to be an IT headache and leveraged properly, that data can significantly improve patient safety risk.

Healthcare IT Today sat down with Justin Campbell from RLDatix to discuss legacy data management. The conversation explored how modernizing data archives is tightly tethered to reducing clinician burden and improving patient safety outcomes.

Key Takeaways from the Legacy Data Management and Patient Safety Conversation with Justin Campbell

• Legacy systems contribute to burnout. Clinicians wasting time fishing through multiple decommissioned databases is a cause of frustration and fatigue.
• Incident reporting needs historical context. Without immediate access to legacy records, providers cannot truly understand or prevent patient safety issues.
• AI uncovers the missing reason. Mining incident reports and legacy data with artificial intelligence helps pinpoint systemic issues that may have been missed due to the low frequency of incidents.

Legacy Data Contributes to Burnout

Keeping a dozen decommissioned systems alive is a massive technical debt. More importantly, it is a daily friction point for clinicians. When doctors have to hunt for old records, care slows down.

“It’s contributed to clinician burnout, switching between multiple systems,” noted Campbell.

Providers need that history at their fingertips. If they are forced to fish around for records in different silos, it’s a barrier to providing safe patient care. Consolidating that legacy portfolio into a single accessible archive removes the friction.

Finding the Root Cause with AI

Storing incident reports is only the first step. The real value lies in connecting those reports to the broader historical patient record. This is where practical artificial intelligence can do the heavy lifting.

By bridging the gap between incident reporting and archived EHR data, organizations can let the data do the detective work.

“It’s about figuring out the why,” Campbell explained. “That’s the missing part, and that’s what AI is particularly adept at”.

Analyzing these combined datasets allows leaders to benchmark safety profiles before and after digital transformations. It turns static archives into active risk mitigation tools.

The Bottom Line

The connection between legacy data management and incident reporting is clear. Leaving historical data scattered across forgotten systems creates blind spots in patient care. Bringing that data together creates a foundation for actionable insights. Health IT leaders who treat their legacy estate as a safety asset will be better positioned to protect both their patients and their staff.

What Healthcare IT Leaders Are Asking

How does legacy data archiving and management impact patient safety?
When legacy data is scattered across multiple decommissioned systems, clinicians lack a complete historical view of the patient. This missing context can lead to clinical blind spots. Consolidating records into a single archive ensures providers have the information they need to make safe clinical decisions quickly.

Why apply AI to incident reporting and legacy data?
Traditional incident reporting captures that an event occurred, but it often misses the underlying cause. Applying AI to a combined dataset of incident reports and legacy records helps uncover hidden patterns. This allows organizations to identify specific workflow failures and address them proactively.

What is the hidden cost of maintaining multiple legacy EHRs?
Beyond the obvious licensing and server maintenance expenses, keeping multiple legacy systems running contributes significantly to clinician fatigue. Forcing providers to log into different interfaces to piece together patient histories drains their time and energy. Modern archiving solutions reduce this cognitive load while keeping the organization legally compliant.

Learn more about RLDatix at https://www.rldatix.com/

Listen and subscribe to the Healthcare IT Today Interviews Podcast to hear all the latest insights from experts in healthcare IT.

And for an exclusive look at our top stories, subscribe to our newsletter and YouTube.

Tell us what you think. Contact us here or on Twitter at @hcitoday. And if you’re interested in advertising with us, check out our various advertising packages and request our Media Kit.

RLDatix is a proud sponsor of Healthcare Scene.

< + > Reducing Hold Times and Staff Burnout with AI Call Automation

At many health centers, plain old telephone service (POTS) is still one of the primary forms of interaction with patients outside of office visits. In a recent interview with Tracy Causey, CEO of Capital Area Health Network, he shares how their three sites, servicing about 17,000 patients, used AI to streamline patient interactions.

When all calls were handled manually, results were so bad that they replaced their phone system several times, with no improvements. Many patients weren’t answering their phones, calls were missed or dropped, others would crave contact and keep staff on the phone for a long time. Average wait times were 30-40 minutes, and one long wait led to a negative online review which was problematic for the organization.

As an eClinicalWorks site, the health system decided to try healow Genie to handle calls. It was a simple integration, and worked “out of the box.” The approximate 400 calls they get each day are now spread out, as patients take advantage of 24/7 availability. And when a call does require staff, healow Genie gets a live agent person on the phone within a minute and 20 seconds.

More importantly healow Genie handles about 80% of all calls with no staff interaction, answering the phone within 14 seconds versus previous wait times which regularly reached 30-45 minutes.

Although some staff were worried that the AI system would replace them, they found instead that staff had more time for important tasks outside of answering the phones. When healow Genie does connect a patient to a live agent, the agent can handle a call faster because healow Genie shares basic information with the live agent about the issue before connecting the patient.

As for the patients, they took a little while to accept the system. Causey says it was actually less popular among young patients as well as the elderly. But he explained to patients that all institutions are moving in the direction of AI-handled calls.

healow Genie helps Capital Area Health Network with appointment scheduling, medication refills, and simply providing information about what services the system provides or what a patient’s own treatment plan is. Causey advises managers who install such systems that the staff need education in order to accept the system.

Check out our interview with Capital Area Health Network to learn more about their implementation of the healow Genie call center agent.

Learn more about Capital Area Health Network: https://cahealthnet.org/

Learn more about eCW: https://www.eclinicalworks.com/

Listen and subscribe to the Healthcare IT Today Interviews Podcast to hear all the latest insights from experts in healthcare IT.

And for an exclusive look at our top stories, subscribe to our newsletter and YouTube.

Tell us what you think. Contact us here or on Twitter at @hcitoday. And if you’re interested in advertising with us, check out our various advertising packages and request our Media Kit.

eClinicalWorks is a proud sponsor of Healthcare Scene.

< + > Sagility Acquires CareSeed | Model N Acquires Kalderos

Check out today’s featured companies who have recently completed an M&A deal, and be sure to check out the full list of past healthcare IT M&A.

---

Sagility Acquires CareSeed to Accelerate AI-Led Quality Operations and Medicare Advantage Performance Transformation

Acquisition Expands Sagility’s Healthcare Quality, HEDIS, and Care Gap Orchestration Capabilities for Health Plans

Sagility, a leading tech-enabled healthcare operations and transformation company, today announced its acquisition of CareSeed, a U.S.-based healthcare analytics company specializing in NCQA-certified HEDIS quality reporting, medical record review, chart abstraction, and regulatory analytics for health plans.

Founded in 2012 and headquartered in Kansas City, Missouri, CareSeed serves 30 small and mid-sized U.S. payers, with a strong footprint in Medicare Advantage. The company’s cloud-native platforms, Forecast and Harvest, help health plans improve HEDIS performance, streamline chart abstraction and medical record review workflows, strengthen audit readiness, and manage increasingly complex regulatory requirements.

The acquisition represents a strategic expansion of Sagility’s healthcare quality and Stars capabilities and advances the company’s broader vision of moving health plans beyond retrospective HEDIS reporting toward integrated, member-level quality orchestration.

By combining CareSeed’s technology with Sagility’s healthcare operations, clinical services, and AI-led transformation capabilities, Sagility will deliver an end-to-end quality operations continuum.

The combined offering will support health plans across the full quality lifecycle — from HEDIS abstraction and reporting to prospective gap closure, provider engagement, care coordination, and continuous performance monitoring.

“CareSeed has built strong capabilities in quality measurement, HEDIS reporting, and healthcare analytics that have helped health plans navigate an increasingly complex regulatory environment,” said Ramesh Gopalan, Managing Director and Group Chief Executive Officer at Sagility…

Full release here, originally announced June 11th, 2026.

---

Model N Acquires Kalderos to Expand its 340B Capabilities and Gross-to-Net Revenue Management

Deal Adds Claims-Level Visibility to Help Manufacturers Identify Duplicate Discounts Earlier and Reduce Revenue Leakage

Model N, a leading end-to-end commercialization, revenue optimization, and compliance platform for life sciences companies, announced it has acquired Kalderos, a technology company that provides a gross-to-net (GTN) intelligence platform with rich capabilities for driving visibility into 340B drug discount programs.

The acquisition will expand Model N’s capabilities as a leading revenue management platform for life sciences manufacturers and extend its 340B offerings to better serve customers. 340B, a federal program that requires drug manufacturers to sell outpatient drugs at discounted prices to eligible safety-net hospitals and clinics, is a core and growing component of the overall GTN value chain.

Manufacturers are managing 340B amid Medicare drug price negotiations, potential future pricing models such as most-favored-nation (MFN), and growing scrutiny of 340B claims-level data requirements. These pressures are increasing the need to identify discount discrepancies and optimize revenue. Model N’s 2026 State of Revenue Report found that only 1% of life sciences revenue leaders have real-time visibility into 340B discounts, Medicaid and Medicare rebates, and utilization rebates.

Kalderos’ Truzo solution directly addresses these challenges through an end-to-end drug discount management platform that provides real-time data visibility across multiple drug discount programs, enabling effective compliance monitoring, claim validation, and dispute resolution between manufacturers and covered healthcare providers. The added 340B data also strengthens Model N’s advanced analytics strategy, giving manufacturers more complete information across the revenue lifecycle.

“Model N delivers the commercial platform life sciences leaders rely on to expand market access, optimize revenue, and maintain compliance,” said Bret Connor, CEO at Model N…

Full release here, originally announced June 17th, 2026.

< + > How to Migrate Your Healthcare Infrastructure Without the Disruption

The following is a guest article by Kelly Goolsby from Nexcess

If you run a healthcare practice or health platform, your infrastructure is likely overdue for an honest evaluation. It’s not cracked or broken; it’s just that it kept chugging along while the technology and regulatory environment evolved around it. Ultimately, you will need to migrate. The choice is whether you do it on your own terms or wait until an emergency forces your hand.

Let’s look at what a planned migration actually takes, and how to execute it smoothly.

Establish Your Baseline

Before drawing up a migration plan, you need a clear inventory of your current setup. What software versions are you running? Which ones are still actively supported by vendors? What hasn’t been audited in the last year? While these questions seem basic, most practices can only answer them partially. This isn’t due to negligence; it’s simply because quiet, working systems rarely demand attention.

However, risk quietly accumulates in the gap between a system that is merely running and one that is actively maintained. Knowing exactly what is in your environment, as well as its forward lifecycle, is what transforms a migration from a chaotic emergency into a predictable project.

Planned vs. Forced Migrations

Migrations have a bad reputation, but it’s largely undeserved. While concerns about downtime, cost, and operational continuity are valid, they are entirely manageable if you address them upfront.

Take downtime, for example. A well-executed migration runs the old and new environments concurrently. This means any eventual cutover downtime is minimal, scheduled, and communicated well in advance so there are no surprises for your staff or patients.

Cost is another major factor, but inertia carries its own financial risks. Staying put leaves you exposed to compliance penalties on unsupported systems, broken integrations, and compounding technical debt that makes future upgrades even harder. With a planned migration, expenses are predictable; with a forced migration, they rarely are.

Finally, maintaining operational continuity comes down to clear documentation. When you map out the process before turning anything off, your internal team and your migration partner know exactly who handles what. The anxiety surrounding migrations usually stems from a lack of planning, and clear documentation completely eliminates that uncertainty.

Build a Forward-Looking Roadmap

An effective migration roadmap goes beyond a basic upgrade list. It should be a strategic document that you can confidently present to a CFO or compliance officer. It needs to be broken into distinct phases with realistic timelines, accounting for future growth like new locations, incoming integrations, and shifting compliance standards.

Successful healthcare practices treat infrastructure upgrades like any other major business initiative, ensuring clear milestones, assigned budgets, and a defined parallel-running period to guarantee a seamless handoff.

Before signing with a technology partner, ask them to walk you through their methodology in detail. Find out exactly how they handle concurrent environments, how they communicate downtime, and what their escalation path looks like when unexpected issues arise. Vague answers at this stage are a major red flag.

Maintaining Momentum Post-Migration

Reaching a modern, supported infrastructure is a great milestone, but the work doesn’t stop there.

In healthcare, patch management must be a continuous process, not a reactive fix. Your BAAs, patch histories, and access logs should always be organized and accessible before an auditor requests them. That way, when the next major security vulnerability is announced, the systems powering your patient portals, revenue cycle management (RCM) platforms, and scheduling tools are already protected.

Ultimately, infrastructure management isn’t about setting it and forgetting it; it’s about eliminating the element of surprise.

Kelly Goolsby is with Nexcess, a managed hosting platform that provides HIPAA-compliant infrastructure and migration support for specialty practices, regional health centers, and healthcare SaaS platforms.

Ready to build your migration roadmap? Let’s talk.

< + > H1 Receives $40M Investment in Round Led by CVS Health Ventures | Lassie Raises $35M Led by Andreessen Horowitz

Check out today’s featured companies who have recently raised a round of funding, and be sure to check out the full list of past healthcare IT fundings.

---

H1 Receives $40M Investment in Round Led by CVS Health Ventures

H1 Helps Healthcare Players Transform Operations with AI

H1 recently received a $40M investment in a round led by CVS Health Ventures, the venture capital investment platform of CVS Health dedicated to driving health care innovation and digital disruption. The investment follows several successful projects that CVS Health and H1 have collaborated on, including a new AI model leading to a substantial improvement in health care provider directory accuracy, helping people connect with health care providers more quickly.

“CVS Health has a long-standing commitment to improving access to care, and this collaboration represents another step in our mission to develop industry-leading solutions that simplify the healthcare experience,” said Justin Brock, Partner at CVS Health Ventures. “We are excited to see how H1’s data and AI capabilities can further drive efficiency and improve the consumer experience across the healthcare ecosystem.”

H1’s mission is to connect the world to the right doctor. The company is known for its AI-powered platform that helps identify and engage the right doctors for critical workflows across pharmaceutical, health plan, health system, and technology companies. 85% of the top 20 pharma companies and 9 out of 10 of the top health plans are H1 customers. The fast-growing company is profitable and well on its way to operating as an above Rule of 40 company in 2026.

“This collaboration with CVS Health Ventures further enables H1 to achieve its mission of connecting the world to the right doctor,” said Ariel Katz, Co-Founder and CEO at H1…

Full release here, originally announced May 28th, 2026.

---

Lassie Raises $35M Led by Andreessen Horowitz to Build AI for Small Businesses to Run Themselves

Founded by Early Robinhood and Superhuman Product Managers, Lassie is Working on Autonomous Systems that Handle the Busywork

Currently Operating in 700+ Small Businesses Across 49 States, Providing Business Owners with Over 250,000 Hours of Labor Each Year

Lassie, the company building autonomous systems to run small businesses, announced it has raised $35 million in Series A financing, bringing its total capital raised to $47 million. The round was led by Andreessen Horowitz (a16z) with support from Night Capital, Rahul Vohra, Founder and former CEO at Superhuman, Zach Perret, Co-Founder and CEO at Plaid, Taavet Hinrikus, Co-Founder and former CEO at Wise, Gokul Rajaram, and Brian Balfour, Co-Founder and CEO at Reforge.

AI can do a lot today. It writes software, passes bar exams, and generates realistic videos from simple prompts. But it can do so much more. It can help millions of small business owners by handling their busywork. Up until now, software has not removed this painstaking administrative work and has merely rearranged it. For the first time, software can interpret messy context, move across the endless systems that small businesses have, and do that work for an owner.

Nowhere is this more apparent than in doctors’ offices, the largest type of small businesses behind retail and food and beverage. A typical practice loses 100+ hours a month to administrative work and spends roughly $200,000 a year on staff that owners can barely find, let alone keep.

Today, Lassie’s agent goes into a practice’s insurance portals, pulls reimbursements, reconciles them against records, updates the system-of-record, and verifies the funds in the bank. Operating in more than 700 practices across 49 states, Lassie currently provides businesses owners with over 250,000 hours of labor each year.

“Small business owners should be freed up from doing busywork, so they can focus on what they are passionate about,” said Steijn Pelle, Co-Founder and CEO at Lassie…

Full release here, originally announced June 3rd, 2026.