At Calm Waters AI

We exist to help healthcare providers thrive.

We help providers thrive by living our core values

seriously precise

Seriously precise

relentless for a cause

Relentless for the cause

people first

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.

provider sitting across from patients

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.

cwai doctor

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

Chip Conk

Chairman of the Board

Chris Conk

Chris Conk

Principal

Joellyn Shannon

Joellyn Shannon

Principal

Joe Ferro

Joe Ferro

President

Senior Team

JT Terrell

JT Terrell

Managing Partner

Blake Wylie

Blake Wylie

CTO, CIO

Robert Neyland

Robert Neyland

CFO

Aaron McAdams

Aaron McAdams

CAO

Kathy J Ferro

Kathy J Ferro

Lead Data Scientist/EVP of Development

Nancy Entwistle, MPA, RHIT, CCS, CANPC, COSC, CCDS

Nancy Entwistle, MPA, RHIT, CCS, CANPC, COSC, CCDS

EVP, Regulatory and Coding Compliance

Kurt Kozin

Kurt Kozin

EVP, Sales

Angela Jordan, CPC, CPMS, COBGC

Angela Jordan, CPC, CPMS, COBGC

EVP, ChartPal

Brandi Meeks

Brandi Meeks

VP, Marketing

Jeannie Ruch

Jeannie Ruch

EVP, Client Services

Matt O’Leary

Matt O’Leary

EVP, Operations

Randy Horick

Randy Horick

Director, Content Strategy

Michelle Sergei-Casiano, CPC, CFPC, CEMC, CPMA

Michelle Sergei-Casiano, CPC, CFPC, CEMC, CPMA

Senior Manager, Regulatory and Coding Compliance

Alan Franklin

Alan Franklin

Senior Software Engineer

Lilian Chao

Lilian Chao

Senior Data Engineer

Tara Bean

Tara Bean

Client Success Lead

Mia Gelfound

Mia Gelfound

Marketing Specialist