Rank 02

Merridew Health

Multi-specialty · 12 locations · Charlotte metro

89Fit score

Evidence

Published an RFP for patient messaging

Section 4.2 asks vendors to describe “automated re-offer of cancelled appointments to a prioritised waiting list.” That is a product requirement written in our language.

Source — Public procurement notice, Jul 11 2026

Front-desk time study circulated internally

A summary shared at a regional association meeting put outbound rebooking calls at 90 minutes per desk per day.

Source — Ambulatory Ops Roundtable notes, May 2026

Pilot already live in two sites

Charlotte South and Pineville have been running Brightloom since May. Fill rate moved 6 points in the pilot sites.

Source — Brightloom account data, Jul 2026

Expansion decision made, contract not signed

Their ops director asked for a group-wide rollout on Jul 22. Procurement wants it to run through the open RFP.

Source — Expansion call, Jul 22 2026

Entry angle

This is not a new deal, it is a procurement path. Answer the RFP with the pilot results as the evidence section.

First touch — draftYour RFP section 4.2 describes exactly what Charlotte South and Pineville have been doing since May — 6 points of fill rate. We will respond formally this week; can we include your pilot numbers, and who should verify them?

Who to contact

Nadia PhamDirector of Ambulatory Operations — champion

Asked for the rollout. Wants it to look rigorous to procurement.

Ray BeaufortVP Procurement — gatekeeper

Process-driven. Never met us. Needs the RFP response.

Dr. Simon LauMedical director — influencer

Skeptical of automated patient contact. Address guardrails.