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briefing.pdf · Modio Health · Credentialing platform pitch (we're evaluating)
Cascade Locums
Provider-first staffing
Modio Health · Credentialing platform pitch (we're evaluating)
Meeting Prep · May 13, 2026 · 2:00 PM CT · 60 min · Confidential
$72K
Annual cost
180+
Hospitals on platform
9.3/10
G2 score
60d
Implementation

Account snapshot — what we know

  • Vendor: Modio Health. Founded 2015, raised $24M Series B (2022). HQ San Francisco. Healthcare-only, focused on physician credentialing.
  • Customer overlap: Two of our hospital clients (St. Catherine, Mercy) are on Modio. They mentioned it favorably in last QBR — passing reference, not a push.
  • Recent wins: CommonSpirit standardized on Modio for new MSP partnerships in Q4 2025. That's a tailwind for us if we adopt.
  • Recent losses: Lost a deal at Universal Health Services last year to Symplr — UHS cited Symplr's MSP integration depth. Worth probing.
  • Why we're meeting: Our current credentialing stack (CredentialMyDoc + manual NPDB pulls) costs us 14 days median per provider. Modio claims 7-day median.
  • Decision window: We need a credentialing-stack decision by end of June for the Q3 expansion — Mercy weekend block + St. Catherine Eastern region both ramp in July.

Cascade Locums product fit

  • ✓
    Auto-license tracking across 50 statesIN SCOPE

    We've got 130+ providers across 12 states. Manual tracking is bleeding 6+ hours/week. Modio's claim: zero-touch tracking. Verify their renewal-window alerts.

  • ✓
    AppCloud sync (PECOS, NPDB, OIG, AMA)IN SCOPE

    Their headline feature. Cuts our manual NPDB pulls (2hrs/provider) to a sync. If real, this is the 7-day median story.

  • MSP / VMS integrationDISCUSS

    We use a niche VMS for two clients (Conexis). Modio integrates with the big three (Aya, AMN, Cross Country). Conexis is uncertain — get a definitive yes/no.

  • OIG monitoringOUT OF SCOPE

    Already covered by our CredentialMyDoc subscription. Don't pay twice. Decline this if they bundle it.

Known objection & intel

'Do they really save 7 days vs our current stack?'
Their pitch is 7-day median credentialing. Ours is 14 days. The delta could be real (auto-sync) or marketing (best-case demo). We need to pressure-test this before committing $72K/year + migration cost.
Key counter-points when it comes up
  • •Customer reference checks: Ask for two references at hospitals our size with the same EMR (Epic). Specifically ask each: median credentialing time before vs after Modio.
  • •Pilot with measurable outcome: Propose a 60-day paid pilot on 20 providers. If their median beats 10 days, we sign annual. If not, we walk with no migration cost.
  • •Implementation reality check: Their 60-day implementation is the headline number. Reference customers: ask how long it really took, what broke, what they'd do differently.

Meeting attendees — May 13, 2026

RK
Rachel KimIN MEETING
Account Executive · Modio
rkim@modiohealth.com
  • •Owns the deal. Will lead with the 7-day median + AppCloud demo. Polished — won't fumble the script.
  • •Watch for: how she handles the Conexis VMS question. If she pivots, that's a flag.
  • •Goal: get her to commit to a 60-day pilot pricing model in writing today.
DP
Daniel ParkKEY INFLUENCERIN MEETING
Solutions Engineer · Modio
dpark@modiohealth.com
  • •Technical contact. Where the real answers live — push the integration questions to him.
  • •Has he integrated with Conexis before? If yes, get a customer ref. If no, we factor in custom-integration cost.
  • •Ask him about the EMR sync depth — read-only vs read-write — for Epic and Cerner.
MW
Marcus WebbDECISION MAKERIN MEETING
VP Customer Success · Modio
mwebb@modiohealth.com
  • •Brought into the call to signal seriousness on Modio's side. He approves pilots and discounts.
  • •Soft pressure point: he'll want to close this quarter. We use that as leverage on pilot pricing.
  • •Ask him directly: what does the 60-day pilot pricing look like? Don't let Rachel deflect.

Key questions to uncover — May 13, 2026

Pricing & contract
  • •Walk us through the 60-day pilot pricing — fixed fee, per-provider, or implementation-only billable?
  • •What's included in the $72K base — and what's an upsell? Be specific about the AppCloud subscriptions.
  • •Annual contract: what's the auto-renewal language and our exit notice window?
Integration & migration
  • •Conexis VMS integration: yes, no, or custom-build? If custom, what's the realistic timeline and cost?
  • •Migration from CredentialMyDoc: do you have a tested data-import pipeline, or is this case-by-case?
  • •Epic + Cerner sync depth: read-only or read-write? Provide an Epic customer reference at our size.
Customer-reference probes
  • •Two references at hospitals our size on Epic. Specifically: median credentialing time before vs after Modio.
  • •Reference for the 60-day implementation timeline — what really happened, what broke, what they'd do differently.
  • •Anyone who has churned in the last 12 months? If so, why? (If they won't share, that's a flag.)
Prepared by Cascade Locums · Confidential · May 13, 2026
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