At Calm Waters AI
We exist to help healthcare providers thrive.
We help providers thrive by living our core values

Seriously precise

Relentless for the cause

People first
Who We Are
Calm Waters AI is a sister company to Montecito Medical—a provider-focused company that operates at the intersection of healthcare technology, medical real estate, big data, and finance. As part of the Montecito Medical technology platform, Calm Waters AI is part of a growing set of AI-driven solutions that enhance the ability for physicians to thrive and build more successful healthcare organizations.
			The Healthcare Providers We Serve
Calm Waters AI partners with physician groups, health systems, and hospitals to provide industry-leading autonomous E/M coding capabilities for ambulatory providers, enabling them to harness AI’s power in medical coding to ensure their medical billing consistently complies with CMS coding guidelines. The Calm Waters medical coding team also provides hands-on training for clinical professionals to help them optimize compliance with E/M coding guidelines and reduce financial risk to their organizations.
How We Help Providers Thrive
Calm Waters AI’s evaluation and management (E/M) coding solution results in more time for providers, a significant reduction in coding time, optimized E/M chart accuracy, reduced risk of audits and denials from payors, accelerated medical billing and reimbursement, and a more robust medical billing system for their organization. By ingesting and reading the medical record, leveling charts in seconds, and providing an accurate and compliant E/M level based on the documentation, the Calm Waters application supports and automates the latest CMS guidelines to bring order, compliance, and standardization to a subjective, costly and difficult ambulatory coding process.
Through a complementary service, ChartPal, we also provide E/M chart audits for provider organizations, identify errors and potential risks, and deliver face-to-face training for physicians that improves accuracy in E/M coding and supports clinical documentation improvement (CDI) initiatives.
Our Team
The Calm Waters AI team combines deep expertise in medical coding, revenue cycle management, and healthcare billing with Montecito’s long-standing partnerships with healthcare providers of all types and sizes. Calm Waters AI’s senior team has over 100 years of combined experience in healthcare information technology and medical coding. Montecito Medical, a leading resource for both providers and medical real estate owners, has completed transactions involving more than $5 billion in medical real estate and has been named a “Key Influencer” in the field for five consecutive years by GlobeSt.com and the editors of Real Estate Forum.
Principals

Chip Conk
Chairman of the Board

Chris Conk
Principal

Joellyn Shannon
Principal

Joe Ferro
President
Senior Team

Blake Wylie
CTO, CIO

Aaron McAdams
Chief Accounting Officer
Strategic Solutions

Kurt Kozin
SVP, Strategic Solutions
Coding & Compliance

Nancy Entwistle, MPA, RHIT, CCS, CANPC, COSC, CCDS
EVP, Regulatory and Coding Compliance

Angela Jordan, CPC, CPMS, COBGC
EVP, ChartPal/Education

Michelle Sergei-Casiano, CPC, CFPC, CEMC, CPMA
Senior Manager, Regulatory and Coding Compliance

Tommie Reagan, CPC
Senior Auditor, Regulatory Coding and Compliance

Samantha McKnight, COC
Auditor, Regulatory Coding and Compliance

Angela Smith, CPC
Auditor, Regulatory Coding and Compliance
Data Science

Kathy J Ferro
Lead Data Scientist/EVP of Development

Alan Franklin
Senior Software Engineer

Andrew Hill
Senior Software Engineer

Rachel Ivey
Data Analyst

Lahm Sayasack
Data Analyst
Operations & Client Services

Matt O’Leary
EVP, Operations

Tara Bean
SVP, Client Services
Marketing

Brandi Meeks
SVP, Marketing

Randy Horick
Director, Content Strategy

Vandana Puttanlingeogowda
Marketing Operations Specialist
