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
JT Terrell
Managing Partner
Blake Wylie
CTO, CIO
Robert Neyland
CFO
Aaron McAdams
Chief Accounting Officer
Strategic Solutions
Bryan Brown
SVP, 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
Deirdre Joyce, CCS-P
Auditor, Regulatory Coding and Compliance
Data Science
Kathy J Ferro
Lead Data Scientist/EVP of Development
Alan Franklin
Senior Software Engineer
Lilian Chao
Senior Software Engineer
Andrew Hill
Senior Software Engineer
Rachel Ivey
Data Analyst
Lahm Sayasack
Data Analyst
Operations & Client Services
Matt O’Leary
EVP, Operations
Jeannie Ruch, RHIA, CPMA, CPC
EVP, Client Services
Tara Bean
Implementation/Training Coach
Marketing
Brandi Meeks
SVP, Marketing
Randy Horick
Director, Content Strategy
Vandana Puttanlingeogowda
Marketing Operations Specialist