IndeVets

Cumulative Impact Report

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IndeVets
Cumulative Impact Report • Through March 2026
Confidential
VetRec × IndeVets — Platform Performance

9,589 sessions. 2,397 hours.
Given back to the people who give everything.

Since September 2024, IndeVets doctors have used VetRec to reclaim time from documentation and redirect it toward patient care, life outside the clinic, and the kind of sustainable practice veterinary medicine needs more of.
All-Time Sessions
9,589
Sep 2024 – Mar 2026
↗ Platform total
March 2026
1,824
Best month ever
↑ 356% YoY
Hours Saved
2,397
All time @ 15 min
300 full nights rest
March Hours
456
57 full workdays
+50% MoM
Active Users
33
March 2026
Up from 19 in Feb
Total Activated
40
of 125 billed seats
32% seat utilization
📈
9,589
All-Time Sessions
↗ Platform total
1,824
March 2026 Sessions
↑ 356% YoY
🕑
2,397
Hours Saved All Time
300 full nights of rest
🌟
630%
March 2026 ROI
$39,350 net value
🍼 What 2,397 Hours Looks Like — For a Relief Workforce That Practices Everywhere
9,589 sessions × 15 minutes = 2,397 hours given back.
IndeVets doctors work across hospital systems, time zones, and specialties. They carry documentation burdens without a home base or admin staff to lean on. VetRec gives that time back, wherever they are.
2,397
Hours Freed Up
456
Hours in March Alone
300
Full Nights of Rest
🏠

Priceless

Getting home on time, being present on weekends, not finishing charts at 9pm

Immeasurable
🎶

199 full festival days

Austin City Limits at Zilker Park — ~12 hrs/day, 66 complete festival weekends for a relief vet who already travels to practice

199 days
📺

59 rewatches of Succession

All 4 seasons at ~40 hours each — the show about people who work too much

59 full runs
😴

300 full nights of sleep

The kind most vets have not had since vet school. No SOAP at midnight. Just rest.

300 nights
🥝

3,196 home-cooked meals

45 minutes each, made at home instead of finishing notes at 9pm

3,196 meals
Monthly Session Volume
All sessions — Sep 2024 through Mar 2026
Year-Over-Year Growth
January – March: 2025 vs 2026
Active Users Per Month
Users with at least 1 session in that calendar month
Account Health Scorecard
March 2026 performance summary
Session Volume Growth
356% YoY • 1,824 in March
STRONG ✓
Active User Growth
33 active • up from 19 in Feb
STRONG ✓
MoM Trajectory
+50% Feb → Mar • 1,215 → 1,824
POSITIVE ✓
Network Utilization
33 using • 97 registered • 125 billed
GROWING ↑
Champion Engagement
Anita Patel active • top users engaged
ACTIVE ✓
Usage Tiers:
🏆 Exceptional>300
✅ Very Good200–299
👍 Acceptable100–199
⚠️ At Risk50–99
🔴 High Risk1–49
Top 5 Clinicians — March 2026
By session count, excluding deactivated accounts
🏆
CS
Colleen Salmon
191 sessions
🥈
JC
Julie Cieplik
169 sessions
🥉
DC
Dani Cimino
158 sessions
4
CB
Clint Beggs
132 sessions
5
AW
Alex Walker
127 sessions
All-Time Platform Leaders
Total sessions since account activation
🏆
SS
Shelby Stewart
2,949 sessions • DEACTIVATED
🥈
JC
Julie Cieplik
1,260 sessions • Avg 9.8/day
🥉
AC
Anaelys Concepcion
1,203 sessions • Avg 9.2/day
4
LS
Lori Seelhoff
953 sessions • Avg 8.3/day
5
CS
Colleen Salmon
501 sessions • Avg 9.0/day
March 2026 — Sessions by Clinician
Color-coded by usage tier
Session Share by Onboarding Cohort
March 2026 distribution
⚠ Deactivated Account Alert
3 accounts confirmed deactivated — sessions counted in all-time totals only
The following doctors have deactivated IndeVets accounts. Their historical session data is preserved in all-time figures but excluded from all active user counts, charts, and tables.
shelby.stewart@indevets.com
2,949 sessions • All-time account leader
DEACTIVATED
roswell.bowersett@indevets.com
274 sessions • Deactivated
DEACTIVATED
emily.nutt@indevets.com
44 sessions • Deactivated
DEACTIVATED
Full Clinician Breakdown
40 activated users • Sorted by tier then March sessions descending • Deactivated accounts excluded
ClinicianMar 26Feb 26Jan 26Dec 25Nov 25Oct 25All TimeAvg/DayTier
Colleen Salmon19114500005019.0👍 Acceptable
Julie Cieplik169989311411916212609.83👍 Acceptable
Dani Cimino158127000028512.55👍 Acceptable
Clint Beggs132137000026914.16👍 Acceptable
Alex Walker1275700001848.6👍 Acceptable
Sheryl Davidson1150000011511.22👍 Acceptable
Sheley Smith1055900001648.78👍 Acceptable
Asjah Fezio986700001659.71⚠️ At Risk
Auvian Desjardins966200001636.27⚠️ At Risk
Austin Sutherland7410400001787.67⚠️ At Risk
Gale Savino-Eason6548606822026310.04⚠️ At Risk
Chelsea Bandy6290000714.21⚠️ At Risk
Rebecca Lu5600000566.38⚠️ At Risk
Brittany Bald559300001487.79⚠️ At Risk
Alyssa Jerek5350000586.5⚠️ At Risk
Anjie Willbright4600000467.67🔴 High Risk
Anaelys Concepcion29287429255712039.18🔴 High Risk
Lori Seelhoff292025157571309538.29🔴 High Risk
Carolina Baquerizo27380000655.91🔴 High Risk
Anita Patel2600000268.67🔴 High Risk
Daniel Rueb1800000188.0🔴 High Risk
Carolyn Neilson15150000307.5🔴 High Risk
Rafael Prim110000011🔴 High Risk
Kelly Stalpes100000010🔴 High Risk
Jeryl Spencer9000009🔴 High Risk
Victoria Mccall9000009🔴 High Risk
Sara Vogler90000092.0🔴 High Risk
Kaitlin Raper8000008🔴 High Risk
Elizabeth Heinze7000007🔴 High Risk
Lisa Hirschfield6000006🔴 High Risk
Nicole Denmark5000005🔴 High Risk
Kara Mitchell3000003🔴 High Risk
Katie Fiore12000031.0🔴 High Risk
Erica Thiel0000001010.0No Activity
Michelle Trewartha00000094.5No Activity
Taylor Morrison00000011.0No Activity
Christina Moore00000011.0No Activity
🔎 Untapped Activation Opportunity
55 registered doctors have not yet generated a note session
These doctors have IndeVets accounts and platform access. If activated to match even the network average of 55 sessions/month, this cohort represents ~3,025 additional sessions and ~$75,625 in monthly value on the same $6,250 invoice.
55
Zero-Usage Accounts
~3,025
Sessions/Mo Potential
$75,625
Monthly Value Upside
Ana Culver
Andrea Van Dexter
Andrew Heller
Anna Mathews
Ashley Palmieri *
Becca Shieh
Brittany Graham
Carlye Rosen
Casey Robinson
Claudia Casavecchia
Connor Barich
Crystal Drummond
Derrick Reed
Dylan Krowicki
Elizabeth Ferderbar
Elizabeth Walsh
Ellen Bishai **
Gabriela Nuckolls
Gloriann Golden
Holly Lui
Jacqueline Garcin
Jamie Gerlach
Jazmyn Ireland
Jessica Duke
Jessika Louissaint
Jillian Egger
Justina Supria
Kaitlyn Walsh
Karen Servis
Katherine Bonvillain
Katie Cassady
Kim West
Kristen Dewey
Lelia King
Liliya Nusbaum
Lindsey Baker
Lyan Padilla Velez
Marit Bakken *
Maritza Goller
Marla Teixeira
Mary Shipman
Megan Ochsenreiter
Michelle Clancy
Natalie Santos
Nicholas White
Nico Westerdale
Rachel Brown **
Rachel Kantola
Sara Monaco
Sarah Fletcher
Selene Reeves
Shawn Buchholz
Steven Mcmahand
Tyana Brown **
Vienna Slava
* Marit Bakken and Ashley Palmieri were onboarded March 30, 2026 — usage will appear in April data, too early to measure.
** Ellen Bishai, Rachel Brown, and Tyana Brown have phone call activity but no note generation sessions — targeted conversion opportunity. Route outreach through Anita Patel and Michelle.
📞 Phone Calling Feature — March 2026
Phone calling usage surged 12x in one month
February had 1 user and 3 calls. March closed with 4 active phone users and 36 total calls — a signal of deepening feature adoption beyond note generation.
36
Total Calls Mar
4
Active Users
12x
MoM Call Growth
3
Calls Feb (baseline)
EB
Ellen Bishai
ellen.bishai@indevets.com
→ Convert to note generation
20
calls
RB
Rachel Brown
rachel.brown@indevets.com
→ Convert to note generation
8
calls
RL
Rebecca Lu
rebecca.lu@indevets.com
5
calls
TB
Tyana Brown
tyana.brown@indevets.com
3
calls
💡 Ellen Bishai and Rachel Brown are phone-only users with zero note generation sessions. Targeted outreach to demonstrate SOAP generation alongside phone calling could unlock significant additional usage from two already-engaged doctors.
Adoption Strategy — March 2026
8 strategies driving sustainable adoption
across a distributed relief workforce
IndeVets doctors have no shared home base — every adoption tactic must work across geography, hospital systems, and varying shift schedules. These strategies are purpose-built for the relief workforce model.
6 Strategies Active or In Progress
2 Day-1 Cohorts Run
13 Doctors Reached via Onboarding
Webinar Series Targeting Late April
30+ Clinical Docs in VetRec IQ
🎓
Day-One VetRec Onboarding Integration
Embedding VetRec into the IndeVets new hire onboarding flow so every new doctor activates on Day 1
✅ Active
Feb 9 cohort: 11 new users activated, largest single-month user surge in account history
Mar 30 cohort: Marit Bakken and Ashley Palmieri onboarded — too early to measure, follow-up ~Apr 13
90-day habit window is the key metric — check Feb cohort usage in early May
Early friction flagged by Anita in Feb 2026 — addressed and resolved
Dec 19 2025
Onboarding integration agreed in principle
Jan 23 2026
Scoped; Sayge granted admin access for scheduling triggers
Feb 9 2026
First cohort run: 2 new hires onboarded to VetRec
Mar 30 2026
Second cohort: Marit Bakken + Ashley Palmieri
2
Cohorts Run
13
Doctors Reached
~117
Avg Sessions (Feb Cohort)
🎧
IndeVets-Exclusive Webinar Series
3-part podcast-style series, 30–45 min each, any doctor can attend any session independently
⏳ In Planning
Confirmed in principle at Mar 25 sync — IndeVets stakeholders aligned
Relief workforce model makes webinars uniquely high-value: reaches entire geographically distributed network simultaneously
Topics are independent — any doctor can join any session, no prerequisite
Targeting late April or early May 2026 pending IndeVets collision calendar — not yet confirmed
Mar 18 2026
Katie proposed 3-part webinar series
Mar 25 2026
Confirmed a go in principle; targeting late Apr/May
Late Apr/May
First session target window
3
Sessions Planned
75%
Alignment & Scheduling
TBD
Launch Date
🍴
Local Lunch & Learns / In-Person Shadowing
Co-sponsoring IndeVets local dinners; in-person shadowing for hands-on platform demonstration
⏸ Paused
Kevin Cohen proposed co-sponsoring IndeVets local dinners — Atlanta identified as first market
IndeVets local events have no set cadence; in-person shadowing paused until Q2
Awaiting Q2 calendar from Michelle to identify first confirmed event date
Jan 7 2026
Kevin Cohen proposed co-sponsoring model
Mar 18 2026
Paused; awaiting Q2 calendar from Michelle
Q2 2026
Atlanta first; target TBD
Q2
Target Restart
Atlanta
First Market
TBD
Confirmed Date
VetRec Champion Program
Identifying and cultivating power users to drive peer-to-peer adoption across the IndeVets network
📋 In Development
Anita Patel to introduce Katie via email to an IndeVets doctor interested in VetRec — potential first champion seed
IndeVets collecting champion candidates internally
Incentives proposed: professional recognition, early feature access, speaking opportunities at webinars and Lunch & Learns
Active Champion Candidates
CS
Colleen Salmon
191 Mar sessions
Active candidate
JC
Julie Cieplik
169 Mar sessions
Active candidate
DC
Dani Cimino
158 Mar sessions
Active candidate
CB
Clint Beggs
132 Mar sessions
Active candidate
Mar 25 2026
Anita to intro Katie via email to interested IndeVets doctor
Apr/May 2026
Formal champion program structure targeting webinar launch
🧠
Communications Coaching via Amira
VetRec being used as a communications coaching tool — expanding platform value beyond note generation
✅ Active (Beta)
Mar 25: Katie demoed Amira coaching beta to Anita Patel
Enabled on Anita's account with 3 focus metrics
Expands VetRec value proposition beyond documentation into clinical communication support — deepens platform stickiness
Mar 25 2026
Amira demo completed; activated on Anita account
🔄
Offboarding & Retention Workflow
Building a process to identify departing or inactive doctors and enable timely outreach before churn
📋 In Development
Triggered by recent deactivations: Shelby Stewart, Roswell Bowersett, Emily Nutt
Key blocker: IndeVets email addresses deactivated on departure — discounted rate offer cannot reach departing doctors
Shifted strategy: offboarding blurb positioning VetRec personal accounts as a career asset doctors keep beyond IndeVets
Pulling offboarding signals from Sayge (IndeVets HR platform) to enable earlier intervention
Mar 4 2026
Identified email deactivation blocker; pivoted to personal account positioning
🏫
Veterinary School Ambassador Pipeline
Building a student ambassador initiative at target vet schools to create the next generation of VetRec advocates
📋 Planned
Anita Patel leading student ambassador initiative
Feb 25: Katie introduced Anita to Jessica Dalton (VetRec University AM)
Target schools: UPenn, Virginia Maryland CVM (VMCVM), Tuskegee
Webinar series for vet students under consideration — not yet confirmed
Feb 25 2026
Anita proposed initiative; Katie introduced to Jessica Dalton
2026
Ambassador activation at target schools
3
Target Schools
UPenn
VMCVM, Tuskegee
TBD
Launch Timeline
📚
VetRec as a Clinical Knowledge Platform
Positioning VetRec IQ as a centralized hub for IndeVets clinical resources — a second daily reason to open the platform
✅ Active
30+ IndeVets-specific clinical documents uploaded to VetRec IQ — accessible to all current users
VetRec folder: download-ready materials for client communication, team onboarding, and compliance support
Especially high-value for relief workforce: consistent portable knowledge base that travels with doctors across hospital systems
Deepens platform stickiness and expands daily use case beyond SOAP note generation
30+
Docs Uploaded
All Users
Have Access
Active
Status
Strategy Execution Progress
Overall adoption program status
Day-One Onboarding Integration
90%
Webinar Series Scheduling
75%
Champion Program Development
40%
Offboarding / Retention Workflow
35%
Local Lunch & Learns
20%
Vet School Ambassador Pipeline
30%
ROI & Business Value — March 2026
VetRec returns 6.3x the value of every dollar IndeVets invests.
$50 / DVM / Month
125 Billed Seats
15 Min Saved / Session
$100/hr Clinician Rate
📈
630%
March 2026 ROI
Return on investment
💵
$39,350
Net Value — March
Value minus invoice cost
💳
$6,250
Monthly Invoice
125 seats × $50/mo
🌟
$239,700
All-Time Value Delivered
2,397 hrs × $100/hr
💡 What $39,350 / Month in Recovered Value Unlocks
Where this investment can compound
🩹

Expand the Relief Clinician Network

Each new IndeVets doctor added at full VetRec adoption adds ~$1,500/month in recovered clinical value at current averages.

🏫

Fund the Veterinary School Ambassador Program

Anita Patel's initiative at UPenn, Virginia Maryland CVM, and Tuskegee — building the next generation of VetRec-native vets.

📚

Invest in Doctor CE & Professional Development

IndeVets already provides CE stipends. VetRec hours-saved can free up time for doctors to actually use that benefit.

🍀

Doctor Wellness & Burnout Prevention Programs

Every hour VetRec reclaims is an hour invested in the long-term health and retention of the people who chose veterinary medicine.

⚡ Compounding Opportunity
33 of 125 billed seats are currently active — 26% utilization. At full network adoption matching current active-user averages, IndeVets could realize ~$171,875/month in recovered clinical value on the same $6,250 monthly invoice. The platform is already proving its value; the opportunity is in expanding the denominator.
ROI Methodology
Clinician hourly rate
$100/hr (conservative standardized; adjustable to IndeVets internal data)
Time saved per session
15 minutes (VetRec platform standard)
Monthly value calculation
Sessions × 0.25 hrs × $100
March value delivered
1,824 × 0.25 × $100 = $45,600
Monthly invoice
$6,250 (125 seats × $50)
Net value March
$45,600 − $6,250 = $39,350
ROI calculation
($39,350 / $6,250) × 100 = 630%
Value per $1 spent
$45,600 / $6,250 = $7.30
Active User Definition & March Breakdown
VetRec active user criteria, applied consistently across all accounts
Active User Definition: ≥12 qualifying days/month AND ≥5 sessions per qualifying day. Days with fewer than 5 sessions do not count toward the qualifying day threshold. This definition is applied consistently across all VetRec accounts.
✓ Active example: 15 days with 6 sessions each — qualifies    ✕ Not active: 20 sessions across 8 days — does not qualify    ⚠ Note: Login activity alone does not count as active.
33
Any sessions in March
24
Sessions ≥10 in March
33
March active users (all with sessions)
March Sessions — All Active Users
Colleen Salmon
191
Julie Cieplik
169
Dani Cimino
158
Clint Beggs
132
Sheryl Davidson
115
Asjah Fezio
98
Sheley Smith
105
Auvian Desjardins
96
Austin Sutherland
74
Gale Savino-Eason
65
Chelsea Bandy
62
Rebecca Lu
56
Brittany Bald
55
Alyssa Jerek
53
Anjie Willbright
46
Alex Walker
127
Anaelys Concepcion
29
Lori Seelhoff
29
Anita Patel
26
Carolina Baquerizo
27
Green = ≥60 sessions (active-use proxy based on available monthly data)   ■ Blue = below proxy threshold. Daily session data required for formal VetRec Active definition.
🔒 Confidential — This report is intended exclusively for authorized IndeVets and VetRec stakeholders. Do not distribute or reproduce without authorization.