Highlights from Our Milwaukee Client Retreat

At the end of August, we welcomed our clients to Milwaukee for a two-day retreat.

At the end of August, we welcomed our clients to Milwaukee for a two-day retreat.

With this retreat, we wanted to do something special. We wanted to transcend ordinary meetings and create something more sincere — to deepen relationships, make space for open dialogue, and exchange methods for helping independent physician practices grow stronger.

On our first day, we welcomed guests to our headquarters, where everyone got to know each other while embracing the beauty of Milwaukee. Afterwards, we went off to a wonderful dinner, followed by dessert delights from local favorite Purple Door Ice Cream. 

Day two is when we got into the details. Armed with coffee and pastries, we explored the ins-and-outs of break points and solutions, examining the stressors that can hold back physician practices and — more importantly — the ways our revenue cycle management (RCM) differentiators address them.

This conversation showed the value of coming together, as our clients were able to share their own, real-world experiences. Through this, attendees were able to gain a better understanding of how other physicians overcame financial and operational bottlenecks and, hopefully, how they can do the same in the future.

Next, our attention turned to security and downtime. Given the amount of data leaks and hacks that have targeted healthcare systems in recent years, it’s no surprise that these two issues are of particular interest to physicians.

In our discussions, we worked through the best methods a practice can utilize to protect sensitive data while ensuring systems remain reliable and resilient. We also mutually reiterated the need for security and stability across the industry, as a failure to maintain security and stability can have an adverse impact on patients.

After that, we shifted our focus to the SensER platform. This was a fun, engaging look at our platform, which has already helped countless practices unify their data from billing, clinician scheduling, clinical quality, and patient experience information while delivering real-time financial and practice management insights.

Naturally, this turned into a conversation about the platform itself, with many clients sharing their thoughts about how they could better utilize this technology, as well as how the platform could change to better serve their needs. As we are always listening to client feedback, this was both a fun and valuable experience for us.

But there’s no need to get bogged down in formality. One of the biggest joys of a retreat like this is getting to meet everybody face-to-face — and we sure are happy that we did. Whether it was over lunch, during cocktail hour, or at the celebratory dinner reception, speaking with our clients was simply delightful, and we found the experience both enjoyable and incredibly informative.

By the time the weekend wrapped up, it was clear that the retreat had accomplished exactly what we hoped, and we have no one to thank for that but our lovely clientele. We left this weekend energized by the ideas, feedback, and partnerships strengthened over the course of these two days, and we look forward to exploring and implementing your recommendations in the near future. 

Thank you very much for a lovely weekend — we’re already looking forward to the next one.

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