Network Overview
Executive summary · IndeVets doctor network · Data through March 2026
Data complete through March 2026
Total Sessions (All Time)
9,589
Sep 2024 – Mar 2026
March 2026 Sessions
1,824
↑ 356% YoY
Hours Saved — All Time
2,397
@ 15 min / session
Hours Saved — March
456 hrs
Equivalent to 57 full workdays
Active Users Mar '26
33
↑ from 19 in Feb
Total Users Activated
40
of 125 billed seats
Monthly Session Volume All Time
Active Users Per Month
Year-Over-Year Growth Jan–Mar 2025 vs 2026
Account Health Scorecard March 2026
Session Volume Growth
307% YoY · 1,627 in March
STRONG ✓
Active User Growth
33 active · up from 5 in Jan
STRONG ✓
MoM Trajectory
+34% Feb → Mar
POSITIVE ✓
Network Utilization
23 using platform · 97 registered · 125 billed seats
GROWING ↑
Pending Invite Activation
3 invites aging 90+ days
ACTION NEEDED
User Activity
Individual clinician performance · March 2026 · Relief doctor network
Usage Tiers:
🏆 Exceptional >300
✅ Very Good 200–300
👍 Acceptable 100–200
⚠️ At Risk <100
🔴 High Risk <50
· Based on VetRec ER/GP benchmarks
March 2026 — Individual Session Counts
Session Share by Onboarding Cohort Wave Impact
Top 5 Clinicians — March 2026 By Monthly Sessions
| # | Clinician | Mar '26 Sessions | Hours Saved | Trend |
|---|
All-Time Platform Leaders By Total Sessions
| # | Clinician | All-Time Sessions | Hours Saved | Avg/Day |
|---|
All Clinicians — Individual Performance Breakdown March 2026 · Sorted by All-Time Sessions
| # | Clinician | Mar '26 | Feb '26 | Jan '26 | Dec '25 | Nov '25 | Oct '25 | All Time | Avg/Day | Mar Usage Tier |
|---|
Tiers based on VetRec ER/GP benchmarks (source: CEO guidance, Dec 2025). Relief/part-time doctors working fewer days per month may show lower session counts that still reflect strong per-shift engagement — refer to Avg/Day column for per-shift context.
⚠️
Shelby Stewart — Account Deactivated. Shelby was IndeVets' all-time top VetRec user with 2,949 sessions — the highest usage record on the account by a wide margin. Her account has been deactivated, either due to departing IndeVets or a personal cancellation request. Noted here for historical context; her sessions remain counted in all-time totals.
Zero-Usage Registered Doctors — VetRec Account Exists, No Sessions Generated
55 Doctors · High Priority
The following doctors have a VetRec account on the IndeVets billing plan but have never generated a single note session. Having an account is not the same as using the platform — these doctors are registered but have not yet engaged. At the current per-user average of ~55 sessions/month, fully engaging this group represents ~3,025 additional sessions/month and ~$75,625 in monthly value — on the same $6,250 invoice.
Note: Marit Bakken and Ashley Palmieri were onboarded March 30, 2026 and are included here — their usage data will appear in April. Ellen Bishai, Rachel Brown, and Tyana Brown are included as they have phone call activity but no note generation sessions.
💡 Recommended action: Route through Anita Patel and Michelle Trewartha for internal outreach. The Day-1 onboarding program is the highest-converting engagement motion — ensure all new IndeVets cohorts are enrolled. For legacy zero-usage accounts, the upcoming webinar series (late April/May) is the most scalable re-engagement opportunity.
Pending Invites — Unaccepted 3 Aging 90+ Days
| Invite Sent | Days Pending | Status | |
|---|---|---|---|
| crystal.drummond@indevets.com | Dec 30, 2024 | ~91 days | ⚠️ Outreach needed |
| jessica.ribeiro@indevets.com | Dec 9, 2024 | ~112 days | ⚠️ Outreach needed |
| sarah.b.roth@indevets.com | Dec 5, 2024 | ~116 days | ⚠️ Outreach needed |
💡 Opportunity: At the network average of ~70 sessions/month per active user, activating all 3 represents ~210 additional sessions/month and ~52 hours saved. Priority re-engagement recommended — connect with Anita or Michelle to route through internal channels.
Phone Calling Usage Mar 2026
Phone calling usage grew significantly in March — 4 users · 36 calls, up from 1 user and 3 calls in February. Ellen Bishai leads with 20 calls.
Ellen Bishai
ellen.bishai@indevets.com
ellen.bishai@indevets.com
20
calls
Rachel Brown
rachel.brown@indevets.com
rachel.brown@indevets.com
8
calls
Rebecca Lu
rebecca.lu@indevets.com · 5 total (2 phone + 3 web)
rebecca.lu@indevets.com · 5 total (2 phone + 3 web)
5
calls
Tyana Brown
tyana.brown@indevets.com · recurring since Oct 2025
tyana.brown@indevets.com · recurring since Oct 2025
3
calls
📞 Positive signal. Phone calling tripled from February to March. Note that Ellen Bishai and Rachel Brown appear in the zero-usage list for note generation — they are using VetRec exclusively for phone calls. Consider reaching out to convert them to note generation as well.
IndeVets × VetRec — Adoption Strategy Playbook
Relief and part-time doctors require a fundamentally different adoption model than embedded practice staff. This tracker monitors each strategic initiative, execution progress, and measurable outcomes against the IndeVets doctor network.
Q1–Q2 2026
200+ IndeVets Doctors
Relief Workforce Model
Peer-Led Activation
Strategies Active
5
of 7 planned
Day-1 Onboardings Run
2
Feb 9 + Mar 30 cohorts
New Users from Feb Wave
11
Largest single-month activation
Webinar Series
Late Apr
3-part series confirmed
Pending Invites
3 pending
Sent Dec 2024 · aging 90+ days
🎓 Strategy 1 — Day-One VetRec Onboarding Integration
Integrate VetRec into IndeVets first-day onboarding so every new clinician receives a live 30–45 min VetRec walkthrough and uses an IndeVets-specific template to record all onboarding sessions on Day 1 — building muscle memory before first clinical shift.
Execution Timeline
Dec 19, 2025 — Strategy Agreed
VetRec and IndeVets aligned on Day-1 onboarding integration. Katie to create dedicated IndeVets Calendly link and coordinate with Sayge (HR) to embed into day-one schedule.
Jan 23, 2026 — Implementation Scoped
First cohort confirmed for February 9th (2 new hires: mentee + part-time vet). IndeVets orientation template created and pre-loaded. Sayge granted admin access.
Feb 9, 2026 — First Cohort ✅
First Day-1 onboarding executed. New clinicians introduced to VetRec and given the IndeVets onboarding template to record all sessions throughout their onboarding day.
Mar 30, 2026 — Second Cohort ✅
Katie onboarded Marit Bakken and Ashley Palmieri (today). Both set up with IndeVets-specific orientation template. Follow-up check-in scheduled ~April 13th.
Outcomes & Signals
✓
February cohort activated fast and strong. 11 new users appeared in February 2026 — the single largest monthly activation surge in account history. Cohort average: ~117 sessions combined across Feb and Mar.
✓
Template-first framing reduces clinical-shift anxiety. Using VetRec to record onboarding meetings (not clinical notes) means doctors arrive at their first shift already familiar — no learning curve in a live patient environment.
→
90-day adoption window is the real test. Per VetRec data audit (Feb 2026), doctors typically reach habitual use at ~90 days post-activation. Feb cohort clinicians are at ~7 weeks — check in early May for sustained use signal.
→
Mar 30 cohort too early to measure. Marit and Ashley onboarded today. First adoption data expected in April; 2-week follow-up with Katie scheduled April 13th.
!
Early onboarding process had friction. Anita flagged in Feb 2026 that the new clinician onboarding flow needed tightening. Addressed going forward with cleaner invite flow and pre-loaded template setup before the call.
2
Cohorts Run
13
Doctors Reached
~117
Avg Sessions (Feb cohort, Feb+Mar)
🎙 Strategy 2 — IndeVets-Exclusive Webinar Series
A 3-part podcast-style webinar series (~30–45 min each), with topics independent of one another so any doctor can join any session. Conversational format, peer-led where possible. Targeting late April or early May 2026.
Planning Progress
Mar 18, 2026
Katie proposed 3-part series to Michelle and Anita. Podcast-style, conversational tone, topics fully independent so doctors can attend any session.
Mar 25, 2026
Webinar series confirmed "a go in principle." Targeting late April or early May pending IndeVets collision calendar check.
Late Apr / Early May 2026 — Target
First session launch. Format and topic list TBD with IndeVets team. CME credit potential noted as an attendance incentive.
Why This Matters for Relief Docs
✓
Relief docs are geographically dispersed. No single clinic home base — webinars reach the entire network simultaneously with no travel or scheduling constraints.
✓
Independent topics eliminate attendance friction. Relief doctors have unpredictable shift schedules. Non-sequential format means any single session has standalone value — no catch-up burden.
→
Peer credibility accelerates uptake. Same principle as the Champion Program — hearing from another IndeVets doctor beats any vendor messaging.
🥗 Strategy 3 — Local Lunch & Learns / In-Person Shadowing
Small in-person sessions (6–12 doctors) hosted by geography or specialty, led by a VetRec Champion. Kevin Cohen proposed VetRec co-sponsoring local IndeVets dinners — Atlanta identified as the first target city.
Jan 7, 2026
Agreed to explore local lunch and learns in geographic hotspots. Kevin proposed VetRec co-sponsoring IndeVets dinners — Atlanta first.
Mar 18, 2026
IndeVets local events have no set cadence. In-person shadowing paused until Q2 (April 2026 start) — more timing info expected then.
Q2 2026 — Reactivation Target
Awaiting IndeVets Q2 event calendar from Michelle. First city: Atlanta. Action: request calendar and confirm format.
→
High-value when executed. Small peer groups create psychological safety for Q&A and trust that drives adoption far more reliably than top-down mandates.
!
No fixed IndeVets event cadence. Planning is dependent on IndeVets scheduling. Action: request Q2 event calendar from Michelle now to begin locking sessions.
⭐ Strategy 4 — VetRec Champion Program
Identify and activate 2–3 high-engagement IndeVets doctors as Champions — peer advocates who share real-world usage, provide feedback to product and leadership, and serve as credible voices for adoption within the network.
Champion Candidates (Usage-Based)
| Clinician | All-Time Sessions | First Active | Signal |
|---|---|---|---|
| Shelby Stewart | 2,949 | Sep 2024 | ★ Top candidate |
| Julie Cieplik | 1,232 | Jun 2025 | ★ Strong |
| Anaelys Concepcion | 1,203 | Feb 2025 | ★ Strong |
| Lori Seelhoff | 953 | Jan 2025 | ◎ Candidate |
Candidates identified by usage volume — champion suitability also requires willingness and communication fit.
✓
Warm intro in progress. Per Mar 25 sync, Anita to connect Katie via email to an IndeVets doctor interested in learning more about VetRec — a potential first champion seed.
→
Proposed incentives: Professional recognition, early access to new features, speaking and leadership opportunities at webinars and Lunch & Learns.
→
Next step: Formalize champion role definition and reach out to Shelby Stewart, Julie Cieplik, and Anaelys Concepcion based on usage data above.
🧠 Strategy 5 — Communications Coaching & Personalized Feedback (Amira)
Enable VetRecs Amira communications coaching beta and individual performance emails for IndeVets doctors. Contextual nudges tied to clinical scenarios reinforce habitual platform use between onboarding events.
Feb 25, 2026
Coaching feature returning in ~2 weeks with individual performance emails sent directly to doctors.
Mar 25, 2026
Katie demoed Amira comms coaching beta — enabled on Anitas account with 3 focus metrics configured.
Mar 30, 2026 — In Progress
Katie building modified IndeVets SOAP template (less verbose objective section) isolated to Anitas account. Test begins during Anitas clinic week starting today.
✓
Anita is a power user and strong early adopter. Enabling coaching on her account first creates an internal proof point before broader rollout to the full network.
→
Template verbosity is an adoption blocker. Anita flagged the IndeVets SOAP assessment section as too long. Addressing this directly reduces friction for all doctors using the shared template.
🔄 Strategy 6 — Offboarding Capture & Retention
When IndeVets doctors leave the network, preserve VetRec usage by reaching them before their IndeVets email is deactivated. Current path: an offboarding blurb positioned around VetRec as a career asset beyond IndeVets.
Jan 28, 2026
Discussed discounted rate for part-time doctors (under 10 expected). 1–2 day/week program proposal planned with similar pricing structure.
Mar 4, 2026
Discounted post-departure rate idea hit a blocker — IndeVets emails deactivated on departure. Shifted to exploring an offboarding blurb delivered before deactivation.
!
Email deactivation is the key blocker. IndeVets deactivates emails on departure, cutting off the primary outreach channel. An offboarding blurb (pre-departure) is the current best available path.
→
Action item: Draft offboarding blurb for IndeVets to include in their departure communication — positioning VetRec personal accounts as a career asset the doctor keeps beyond IndeVets.
🏫 Strategy 7 — Veterinary School Ambassador Pipeline
Partner with Anita on student ambassador events at vet schools to build VetRec brand awareness among soon-to-be clinicians who may enter the IndeVets network. Students who use VetRec in school arrive with zero activation barrier.
Feb 25, 2026
Anita proposed partnering on student ambassador events at 3 vet schools: UPenn, Virginia Maryland College of Veterinary Medicine, and Tuskegee. Katie to intro Anita to Jessica, VetRecs university account manager.
→
Long-game, high-ROI strategy. Students who use VetRec during school arrive at IndeVets already familiar — zero activation lift needed. High leverage per touch if the partnership scales across schools.
→
Next step: Katie connects Anita with Jessica (VetRec university AM) to scope event format and timeline for UPenn, VMCVM, and Tuskegee.
Strategy Execution Summary Q1 2026 Snapshot
March 2026 ROI
630%
$45,600 value · $6,250 cost
Net Value — March
$39,350
Value delivered above cost
Monthly Invoice
$6,250
125 seats × $50/mo
All-Time Value Generated
$239,700
2,397 hrs × $100/hr
Value per $1 Spent
$7.30
$25 value · $3.43 cost per session