QBR Generator

Meridian Health finished Q2 in strong shape. Weekly active users grew from 310 to 385 across three departments, the care-coordination team hit its 90-day adoption target six weeks early, and support volume fell by a third after the April training sessions. The renewal lands October 1, and the notes point to clear expansion room in the claims group.

• Usage trends. Weekly active users up 24% quarter over quarter; the scheduling module is now in daily use at all 12 clinic sites, and reporting adoption rose from 8% to 31% of users after the April enablement webinar. Mobile remains the gap at 14%.
• Outcomes achieved. Referral processing time dropped from 4.2 to 2.6 days, meeting the goal set at the January kickoff, and the ops team retired two spreadsheet workflows in May.
• Support history. 41 tickets in Q2 versus 63 in Q1. The two May escalations (SSO timeouts) were resolved within SLA and have not recurred since the May 22 patch.

• Expand to the claims group. Three claims managers requested access in June, roughly 60 seats. Worth presenting as next quarter's headline recommendation.
• Close the mobile gap. Propose a 30-minute mobile onboarding session for clinic staff in July.
• Set up the renewal. Anchor the September renewal conversation on the referral-time improvement above.

For the flow, the account notes suggest opening with the outcomes story, walking through adoption by department, addressing the May escalations directly, and closing on the claims expansion. Meridian's CIO responds best to concrete numbers.