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2021 Revised E/M Guidelines for Medical Decision Making (MDM)

When coding professional evaluation and management (E/M) cases for office and other outpatient visits (CPT code range 99202-99205; 99212-99215), it is important to understand the revised 2021 guidelines for medical decision making (MDM). Rationale: low number and complexity of problems being addressed with acute, uncomplicated illness; moderate amount of data to be reviewed and analyzed with independent interpretation of prior x-ray performed at an outside facility; lastly, moderate risk of complication with prescription drug management. Based on 2/3 for MDM elements, this would constitute as a level 4 visit.
Q: Dr. Jones performs a follow-up visit for a 68-year-old male Medicare patient in his office for low back pain that is radiating towards the left leg. While deciding how to treat the patient, Dr. Jones performs an independent interpretation of prior x-ray results performed at an outside facility. The x-ray results provided a final impression of sciatica and herniated disc at L5-S1. With this information provided, Dr. Jones prescribes the patient with an NSAID for pain management. What is the most appropriate E/M level for this scenario?
A: 99214
Reference: AMA Revised MDM chart 2021

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Theresa Stone

Theresa Stone

Independent Director

Theresa Stone is an Independent Director on the Board of our Company. She holds a bachelor’s degree in arts from the College of the Holy Cross in Worcester, Massachusetts and a master’s degree in business administration from the University of North Carolina at Chapel Hill. She has over 26 years in management and is currently associated with Oliver Wyman as its managing partner.

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David-Wang

Dr. David Wang

Senior Vice President, Care Transformation

Dr. David Wang has joined IKS Health as Senior Vice President, Care Transformation. Dr. Wang is a physician executive who has led health plan and care delivery organizations to drive value through aligning risk and transforming complex care platforms. As SVP, Care Transformation, Dr. Wang works closely with Peter Limeri and Dr. Grace Terrell to support platform implementation and advance our value-based care initiatives.

Before joining IKS Health, Dr. Wang was the Chief Operating Officer at Mass Advantage, a provider-owned health plan, where he was responsible for overseeing plan operations and driving performance. His areas of focus included total cost of care, quality, risk adjustment, member experience, and network strategy. Collaborating with health system partners, he developed care models designed for success under global capitation.

Earlier in his career, Dr. Wang led the palliative care service line at Scripps Health, expanding the team from 18 to 50 clinicians. As a cross-functional leader, he worked closely with teams across the organization to transform care delivery within risk-based payment models. Dr. Wang is also a recognized thought leader in complex care, with 75 peer-reviewed publications and numerous national presentations.

Navesh Kandiyil

Dr. Navesh Kandiyil

Senior Vice President, Coding Commercialization

Dr. Navesh Kandiyil, MD, MBA, FACHE, is our Senior Vice President Coding Commercialization. Dr. Kandiyil is an accomplished physician with over 20 years of clinical and business experience. He is clinically trained and has practiced in various specialties, including General Medicine, Surgery, and Occupational Health. His extensive knowledge encompasses diagnostic and patient care services across diverse delivery settings, including inpatient, outpatient, ambulatory, and government/private hospitals and clinics, both domestically and internationally.

At IKS Health, Dr. Kandiyil is responsible for accelerating the growth and commercialization of our coding business. He collaborates with product teams on new feature development and enhancements, and with market-facing teams to support commercialization efforts.

Vijay Venkatesan

Vijay Venkatesan

Chief Technology Officer
(employed with IKS inc.)

Vijay Venkatesan is the Executive Vice President and Chief Technology Officer of IKS Inc. He holds a bachelor’s degree of science in computer and information science and a master’s degree in business administration from the University of Michigan. He was previously associated with Sutter Health, Providence Health & Services and Horizon Healthcare Services, Inc. He joined IKS Inc. on October 7, 2024.

Juhee Patil

Juhee Patil

Senior Vice President, Talent Acquisition

Juhee Patil has joined IKS Health as Senior Vice President – Talent Acquisition. Juhee brings with her over two decades of deep expertise in talent acquisition, workforce strategy, and leadership development, with a strong track record of driving large-scale recruitment initiatives and building high-performance teams.

In her role, Juhee is at the helm of our talent acquisition strategies, ensuring we attract and retain top-tier talent to support IKS Health’s growth and success. Her focus is to align our recruitment efforts with our business objectives and values, adapting to the dynamic needs of our organization.

Juhee brings with her over two decades of experience spanning multiple sectors, including Healthcare, BFSI, R&A, Travel, and Utilities. She joins us from R1 RCM where she was responsible for developing innovative recruiting strategies, enhancing employer branding, and scaling the organization with the right talent. Prior to R1 she worked as Country Leader, Talent Acquisition at WNS Global Services in the Philippines.

Beyond her professional achievements, Juhee is an avid traveler and adventure sports enthusiast; bringing a dynamic and energetic perspective to our team.

Ryan Huebbers

Ryan Huebbers

Senior Vice President, Market Leader

Ryan Huebbers is an expert with over 20 years in healthcare business advisory, strategy, and physician enterprise operations. Huebbers brings a strong enterprise strategic planning background. He is skilled in developing innovative, transformative strategies and partnerships for providers across the continuum of care, including physician groups, ambulatory providers, community-based hospitals, integrated health systems, and post-acute providers. Most recently, he served as a Director in the Strategy Practice at a large national healthcare management consulting firm.

Laura Anderson

Laura Anderson

Chief Product Officer
(employed with IKS inc.)

Laura Anderson is the Chief Product Officer of IKS Inc. She holds a bachelor’s degree in arts from Bowling Green State University. She was previously associated with Elsevier Inc., Change Healthcare and NextGen Healthcare. She joined IKS Inc. on August 21, 2024.

Amit Pande

Amit Pande

Senior Vice President, Audit, Risk & Compliance

Amit plays a pivotal leadership role in driving Risk Management and Compliance objectives and initiatives at IKS. He consistently demonstrates exceptional leadership, fostering a collaborative and inclusive environment within the Audit, Risk, and Compliance function, while significantly advancing various departmental initiatives.

With over two decades of extensive experience in internal audit, risk management, information security and compliance across sectors such as healthcare, insurance, banking, and finance, Amit has a proven track record of strengthening corporate governance, compliance and control frameworks.

As Senior Vice President, Amit’s role encompasses corporate governance, information security and US healthcare compliance. His leadership enhances collaboration and ensures that Compliance, Internal Audit, Information Security and Risk Management are seamlessly integrated into the organization’s overall business strategy.

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Saransh Mundra

Saransh-Mundra

Associate Vice President - Finance

Saransh Mundra is the Associate Vice President of our Company. He is a member of the Institute of Chartered Accountants of India. He has over 11 years of experience in the field of finance. He has previously worked with S.R Batliboi and Co. LLP and S R B C & Co. LLP. He joined our Company on October 20, 2021. He is responsible for financial communication and strategic planning of our Company.

Sameer Chavan

Sameer Chavan

Company Secretary and Compliance Officer
Sameer Chavan is the Company Secretary and Compliance Officer of our Company. He holds a bachelor’s degree in commerce from Kirti College, University of Mumbai, a bachelor’s degree in law from New Law College, University of Mumbai and a master’s degree in commerce from the Institute of Distance Education, University of Mumbai. He holds a certificate of membership as a fellow from the Institute of Company Secretaries of India and as a fellow member of the Chartered Governance Institute UK & Ireland. He has over 16 years of experience in secretarial compliance. He has previously worked with Poonawalla Fincorp Limited, IndoStar Capital Finance Limited, UFO Moviez India Limited, PAE Limited and Shreyas Relay Systems Limited.
Joe-Benardello

Joseph Benardello

Non-Executive Director

Joseph Benardello is a Non-Executive Director on the Board of our Company. He has completed his secondary education. He has over 14 years of experience in executive leadership, strategy, sales leadership, mergers and acquisitions, healthcare, IT and technology development and implementation, consulting, revenue cycle management, business process outsourcing and contract negotiation and was previously associated with Ziff Davis Publishing Inc. and Lionbridge Technologies, Inc.

Sachin Gupta

Sachin K. Gupta

Whole-time Director
Sachin Gupta is a Whole-time Director on the Board of our Company and chief executive officer of IKS Inc. He holds a bachelor’s degree in engineering (computer) from the University of Pune. He is also a member of the Young Presidents’ Organisation. He has over 16 years of experience in business management. In the past, he has been associated with Seletica Configurators India Private Limited, Majoris Systems Private Limited and Lionbridge Technologies, Inc. and has prior experience in software and business development.
Susan McGrogan

Susan McGrogan

Senior Vice President Business Development & National Accounts

Sue McGrogan is Senior Vice President Business Development & National Accounts. She is a proven executive with over 30 years of success building clinical documentation service organizations into world-class solution providers.

She has built several health care companies from the ground up to multimillion dollar companies recognized for exceptional client experiences , including three highly touted healthcare services firms which were subsequently successfully merged with major business partners.

Sue sits on multiple Boards and gives a lot of her time and resources to various children’s charities.

Manish Gupta

Manish Gupta

Senior Vice President, Revenue Optimization, Implementation

As the SVP of Implementations at IKS Health, Manish spearheads the implementation of IKS solutions for the ROS vertical. His efforts create significant bottom-line impact for clients and internal stakeholders through automation, process optimization, and skill leverage.

Manish brings over 25 years of leadership experience across continents and industry sectors, driving accelerated growth and success in various business functions. His expertise spans sales, solutions, implementations, customer relations, operations, quality management, business intelligence, analytics, workforce management, and compliance.

Mangesh Bhide

Mangesh Bhide

Senior Vice President, Organization Effectiveness

Mangesh fosters our efforts towards being an employer of choice, building IKS as a learning organization and providing best in class support to our business leaders. He focuses on developing & delivering the organization learning strategy, business focused capability building, leadership development and employee experience initiatives.

This is Mangesh’s second stint at IKS Health. He brings with him 30 years of rich experience in the HR and organizational domain. He is a seasoned Human Capital professional with a proven track record across pure play engineering, farm equipment manufacturing sector, telecom operator space, telecom product development SDLC, LPO, KPO, BPO (ITeS), & Digital Services while he was associated with Reliance Jio Infocomm Ltd before returning to IKS after a decade.

Gaurav Mundra

Gaurav Mundra

Vice President, Product Innovation, Clinical Support Solutions
As part of our Clinical Support Solutions, Gaurav manages the tech product portfolio of Scribble – product development, product adoption and driving efficiencies with our products. His primary focus is on technology led transformation. Gaurav has been in the US Healthcare industry for more than 15 years. He has built enterprise products for the US Healthcare market focusing on RCM and EHRs, managed service delivery, sales, account management, contracting, and process automation.
Venkatkrishnan

Venkatkrishnan Ramakrishnan

Senior Vice President, Product, Care Enablement Platform

Venky brings with him over two decades of invaluable experience in the Health IT industry, predominantly within the provider-payer domain. In his role as SVP, Venky leads the build out of our Care Enablement Platform product. This vision entails the strategic integration of our existing and forthcoming features to enhance the overall value proposition of our care enablement platform for both internal and external stakeholders.

He has a deep understanding of the Providers and Health Plan market segments and has played a multitude of roles across Consulting, Strategy, Sales and Enterprise Data Management.

Ankur Chugh

Ankur Chugh

Senior Vice President, Optum Experience

Ankur Chugh, as Senior Vice President of Optum Experience, collaborates closely with Nicole and her team to drive customer strategy, enhance customer experience, and foster growth. Responsible for overseeing specific operational aspects and engaging across all Feature Clusters, Ankur brings over twenty years of executive-level experience in the Services & Outsourcing Industry. Ankur joined IKS in 2011, initially in an operational role, and has since played a pivotal role in advancing organizational objectives through strategic leadership and operational excellence.

Danielle Sreenivasan

Danielle Sreenivasan

Senior Vice President, Customer Success

Danielle Sreenivasan, as Senior Vice President of Customer Success, oversees our Farming teams specializing in both Single Specialty and Multi-Speciality. With more than two decades of experience, Danielle excels in developing innovative and transformative solutions across the healthcare sector. Her expertise spans across ambulatory networks, community-based hospitals, integrated delivery networks, health systems, medical foundations, and payors. Danielle is dedicated to enhancing operational efficiencies and driving strategic initiatives that advance organizational success and patient outcomes.

Emily Shields

Emily Shields

Senior Vice President, Strategic Account

Emily Shields, in her capacity as Senior Vice President of Strategic Accounts, leads the Hunting Multi-Specialty accounts. Joining IKS in May 2024, Emily brings a wealth of experience in guiding teams responsible for physician enterprise solutions. Her current focus involves spearheading our sales endeavors within the Corporate and Physician-Owned Multi-Specialty sectors. Emily is instrumental in driving revenue expansion, leading cross-sell strategies, and forging key strategic alliances to further our market presence and client satisfaction.

Thomas Felch

Thomas Felch

Senior Vice President, Market Leader - Strategic Growth

In his role as SVP & Market Leader, Strategic Growth, Thomas will be responsible for identifying and pursuing new business opportunities within our partner Health Systems as well as their employed and affiliated medical groups. He will be working with Sales and many of our teams to help drive strategic growth, develop deeper partnerships, and advise on creative solutions to help our clients strengthen their positions in the market.

Nithya Balasubramanian

Nithya Balasubramanian

Chief Financial Officer

Nithya Balasubramanian is the Chief Financial Officer of our Company. She holds a bachelor’s degree of engineering in electrical and electronical engineering from the Birla University of Technology & Science, Rajasthan, and a post graduate diploma in management from Indian Institute of Management, Bangalore. She has over 16 years of experience in the field of corporate finance and equities research. She has previously worked with McKinsey & Company, Inc as their engagement manager, Cipla Limited as their vice president and AllianceBernstein Business Services Private Limited as their vice president/director, senior research analyst. She is responsible for the global financial operations, administration and facilities, ERP, investor relations, and the overall business strategy of the Company. She was appointed as the Chief Financial Officer on May 15, 2024.

David G. Fitzgerald

David G. Fitzgerald

Chief Executive Officer, OrthoNY

Dave has been a leader in healthcare for the past 30 years, with experience in physician practice management and ambulatory surgery centers. Dave is currently serving as the interim CEO of OrthoNY, a 90+ provider orthopedic specialty group with 3 ambulatory surgery centers. He is the former CEO of Proliance Surgeons, a 450+ specialty provider medical group with 23 surgery centers.

During Dave’s 20 years as CEO, Proliance grew from a small orthopedic group to a large, statewide group with many different specialties. As the former CEO of Frontier Derm Partners, a private equity-backed dermatology MSO spanning two states and over 100 providers, he led Frontier through a significant platforming process, growing the organization while maintaining focus during the COVID shutdowns. Dave is the founder of Burst Advisors which was formed to share his experience with doctors all over the country who are working together in their communities, whether they are in an independent group, a surgery center, or thinking about partnering with a larger platform.

Patrick Cline

Patrick Cline

Chief Executive Officer, Lightbeam Health Solutions

A 33-year veteran of the healthcare IT field, Mr. Patrick Cline is a highly respected strategist and experienced operator. He became the CEO of Lightbeam Health in 2012, and is a certified executive coach, mentoring leaders in balance, communication, teamwork, and goal achievement. At IKS Health, Mr. Cline is the Advisor and Executive Coach to Joe Benardello, Co-Founder and Executive Vice President. 

From 2009 – 2011, he served as the President and Chief Strategy Officer of Quality Systems Inc. Mr. Cline was responsible for identifying and overseeing the continued growth of QSI through the development and management of partnerships and strategic alliances that expanded and strengthened its market presence and capabilities. Prior to QSI, Mr. Cline served as President of NextGen Healthcare Information Systems, one of the first electronic health record systems. NextGen was acquired by Quality Systems, a small publicly-held division of QSI, where Pat and his team eventually stayed on to run the NextGen subsidiary. Before the start of his illustrious journey in healthcare, Mr. Cline was with the Marine Corps. At the age of 21, he developed one of the industry’s first medical practice management systems. 

Christopher J. Sclafani

Christopher J. Sclafani, PE MBA

Former President and Chief Operating Officer, Veritas Veterinary Partners

Mr. Sclafani is the Former President and Chief Operating Officer of Veritas Veterinary Partners, a leading nationwide provider of Emergency and Specialty Veterinarian services. Prior to this role, he was the Chief Operating Officer of Optum Tri- State. For over 20 years he had been the Chief Operating Officer of CareMount Medical, PC (formerly known as Mount Kisco Medical Group). Mr. Sclafani was an integral member of the executive leadership team at CareMount and was a key participant in the development of the strategic and operational direction for the Group.

Prior to joining CareMount, he was a Senior Vice President at Putnam Hospital Center (PHC). Before PHC, Mr. Sclafani worked for Central Hudson Gas and Electric. Right after college, he served four years as a Surface Warfare Officer in the United States Navy.
Mr. Sclafani earned his Bachelor of Mechanical Engineering degree from Villanova University and a Master’s in Business Administration degree from Fordham University.

Bruce Swartz

Bruce Swartz

Senior Vice President Physician Integration, Dignity Health

In his role at Dignity Health, Mr. Swartz is responsible for the enterprise Physician Integration strategy and operation inclusive of all employment models, Clinical Integration, Bundle Payment Care Improvement, and Population Health Management. Mr. Swartz leads the development of cooperative relationships between physicians and Dignity Health hospitals and management, profit and loss responsibility, physician related mergers and acquisitions, and provides leadership to the development of physician support mechanisms that facilitate the alignment of physicians and Dignity Health entities..

Prior to Dignity Health, he served as the Executive Vice President of MED3000, a national technology and physician practice management company. In that role, Mr. Swartz was responsible for national managed care operations, payer and provider risk management contracts, and emergency response operations.

In addition, Mr. Swartz held executive positions at WellPoint as Vice President Network Management, inclusive of Commercial, Medicare, Medi-Cal, and ancillary provider contracting, Chief Operating Officer for Premier Practice Management, Senior Vice President Mergers and Acquisitions for MedPartners, and Vice President Operations for Mullikin Medical Centers.

Mr. Swartz holds a bachelor’s degree in Business Administration, and Masters of Healthcare Administration from California State University Northridge.

Alan M. Muney

Alan M. Muney, MD

M.D. - Healthcare Consultant and Part-time Chief Medical Officer, SelectQuote Insurance services

Dr. Muney is a physician and executive leader with more than 35 years of experience leading healthcare payor and provider organizations. As the part-time Chief Medical Officer at SelectQuote Insurance services, he provides strategic guidance on program development and execution for health plan initiatives focusing on member engagement, clinical quality, and care delivery. He also drives initiatives that support healthcare services members in accessing high-value medical and clinical services to achieve improved health outcomes.

Most recently, he served as Cigna’s Chief Medical Officer and EVP of Total Health and Network, overseeing clinical strategy, coverage policy, quality measurement and improvement, and total health physician and clinical operations. Before Cigna, Dr. Muney was an Executive Director in the Private Equity Group at Blackstone and the CEO of Equity Healthcare, which he founded to manage the healthcare costs of Blackstone’s portfolio companies. Alan was also EVP, Chief Medical Officer of Oxford Health Plans, and Chief Medical Officer of UnitedHealthcare of the Northeast region from 1998-2007.

David Torchiana

David Torchiana, MD

Former President, Chief Executive Officer & Director, Partners HealthCare System, Inc.

Member Emeritus, IKS Health Advisory Board Dr. David Torchiana, MD serves as Chairman of Massachusetts General Physicians Organization (MGPO) at Massachusetts General Hospital and has also been its Chief Executive Officer since 2003. MGPO is a nonprofit, tax-exempt corporation, and the largest physician group practice in New England, representing more than 2,000 physicians. Dr. Torchiana was the Chief of cardiac surgery at Mass General from 1998 to 2003. He completed residencies in general surgery and cardiothoracic surgery at Massachusetts General Hospital before joining the Department of Surgery in 1989. 

He is a member of American College of Surgeons and the American Association for Thoracic Surgery and a trustee of Massachusetts General Hospital. Dr. Torchiana is an Associate Professor of Surgery at Harvard Medical School.

Timothy G Ferris

Timothy G. Ferris, MD, MPH

Chief Executive Officer, Massachusetts General Physicians Organization

Trained in both internal medicine and pediatrics, Dr. Ferris is a practicing primary care physician and Senior Vice President for Population Health at Massachusetts General Hospital and Partners HealthCare in Boston. He is also an Associate Professor at Harvard Medical School and holds degrees from Middlebury College, Oxford University, Harvard Medical School, and the Harvard School of Public Health. 

Former positions include Vice Chair of Pediatrics at Mass General and Medical Director of Mass General Physicians Organization. He leads the Partners Healthcare Pioneer Accountable Care Organization (ACO) and is responsible for design and implementation of system-wide care delivery changes that will improve patient health, improve patient experience of healthcare, and reduce the healthcare cost burden. Dr. Ferris has over 100 publications in the areas of healthcare quality measurement, risk adjustment, population management, and information technology. He has served on multiple committees

for the Institute of Medicine (IOM), Agency for Healthcare Research and Quality (AHRQ), and National Quality Forum (NQF), and as a consultant to the Congressional Research Service, National Governor’s Association, the World Health Organization, and the Institute for Healthcare Improvement.

Larry Tatum

Larry D. Tatum, MD

Chief Executive Officer, Privia Medical Group North Texas

Dr. Larry Tatum serves as the CEO of Privia Medical Group North Texas. As a founding member of Texas Health Care, PLLC, in 2003 and a member of Texas Health Care, PA from 1995-2002, Dr. Tatum has experienced the value and high success of a multi-specialty group governed and led by physicians. His experience in bringing together over 300+ providers geographically dispersed throughout North Texas and successfully working to improve healthcare is why he seeks to continue his journey rewarding physicians for the value they create.

Dr. Tatum graduated from the University of Texas Health Science Center Houston in 1979. After completing his residency in Obstetrics and Gynecology at Baylor University Medical Center Dallas in 1983, Dr. Tatum began his gynecology practice in Fort Worth. Dr. Tatum began his medical career as a self-employed physician in a solo medical practice over 30 years ago after completing his residency and internship. He is a member of the Texas Medical Association, the Tarrant County Medical Association and is a diplomat of the American College of Obstetrics and Gynecology (board-certified).  

Sanjay Shetty

Sanjay Shetty, MD, MBA

President of CenterWell at Humana

Dr. Shetty is the incoming lead for Centerwell, Humana’s health care services business. In his new role, he will report to Humana President and CEO Bruce Broussard and will serve as a member of Humana’s Management Team starting April 1.

Previously, as President of Steward Health Care System, Sanjay Shetty, M.D., led day-to-day operations and strategy for Steward Health Care’s integrated health system in the United States, including 39 hospitals, a large multispecialty medical group, and Steward’s accountable care organization. Prior to being named to the newly created role of President of Steward Health Care System in March 2021, Dr. Shetty most recently served as President of Steward’s South Region. Throughout his tenure at Steward, Dr. Shetty has also held the roles of President of Steward Medical Group and President of Steward Health Care Network, as well as Vice President of Radiology, bringing a breadth of knowledge to this role to benefit Steward’s patients, providers and staff.

Amar A. Desai

Amar A. Desai, MD, MPH

CEO, Optum Health

Dr. Amar Desai is a physician, public health leader and health care executive with over two decades of experience transforming the healthcare system and helping patients lead healthier, more fulfilled lives.

Through his work at the intersection of direct patient care and health care systems, Dr. Desai has developed innovative delivery models that improve clinical outcomes, increase affordability, and transform the experience of being a healthcare consumer. By translating clinical excellence into economic value, Dr. Desai has improved care delivery in a range of settings, including early-stage start-ups, organizational turnaround, Fortune 200 companies, and academic health systems.

Currently, Dr. Desai serves as President for Health Care Delivery at CVS Health where he is responsible for the company’s health services organization and care delivery strategy across primary care, physician enablement, and technology enabled value-based care. In his role, he oversees retail health, behavioral health, and the development and implementation of payor-agnostic products and services.

Prior to his current role, Dr. Desai served as President and CEO of Optum Pacific West, building and operating the largest multi-payor value-based care delivery organization in the country. In this role, he oversaw Optum’s care delivery organizations throughout California, Oregon, and Washington comprised of more than 20,000 physicians and serving 2.5 million patients.

Prior to his current role, Dr. Desai served as the President of HealthCare Partners, a leading integrated delivery network serving over 700,000 patients. Dr. Desai also served as CEO of University of Southern California (USC) Care where he led transformative growth and positioned the university’s medical center as a regional leader for complex care. Prior to USC, Dr. Desai was a senior executive at DaVita, a global leader in dialysis care, where he advanced integrated kidney care models and led corporate strategy for the enterprise. 

Early in his career, Dr. Desai served as an engagement manager at McKinsey & Company. Dr. Desai received his Bachelor’s and Medical Degrees from Brown University, and his Masters in Public Health at Harvard T.H. Chan School of Public Health. He completed internal medicine residency and nephrology fellowship at the University of California, San Francisco. He is currently an Associate Clinical Professor of Medicine at Keck School of Medicine at USC and has previously held faculty appointments at Stanford School of Medicine and the David Geffen School of Medicine at UCLA.

Mary Jo Williamson

Mary Jo Williamson

Chief Administrative Officer, Mayo Clinic Laboratories

Ms. Williamson is a distinguished administrative leader serving as the Chief Administrative Officer for the Mayo Clinic Laboratories. Previously she served as chief administrative officer for Mayo Clinic in Rochester. Prior to that she was chief administrative officer for Mayo Clinic Health System, chair of Mayo Clinic Practice Administration, and director of the Mayo Clinic Care Network.

Her 25-year career with Mayo Clinic has provided opportunities ranging from developing the Ask Mayo Clinic nurse triage service and serving as vice chair to contracting and payer relations and vice chair of Mayo Clinic Health System to various leadership roles at all three Mayo Clinic locations. In addition to her Mayo Clinic responsibilities, Ms. Williamson currently serves as a board member of the Minnesota Chamber of Commerce and a board member of Resoundant, and has previously served as a board member of CentraCare Health System in St. Cloud, Minnesota. Prior to working for Mayo Clinic, she worked in the Strategic Services Division of Anderson Consulting and as director of budgeting for Rose Medical Center in Denver, Colorado.

Ms. Williamson has served on the Mayo Clinic Management Team, Mayo Clinic Clinical Practice Committee, Midwest Executive Operating Team, and Mayo Clinic Administrative Team and is a member of the Mayo Clinic Board of Governors and Mayo Clinic Board of Trustees. She earned a Bachelor of Science degree in finance from Arizona State University and an MBA from Southern Methodist University Cox School of Business.

Paul Klotman

Paul Klotman, MD, FACP

President, CEO and Executive Dean, Baylor College of Medicine

Dr. Paul Klotman began serving as president and CEO of Baylor College of Medicine on Sept. 1, 2010. He received his B.S. degree in 1972 from the University of Michigan and his M.D. from Indiana University in 1976. He completed his medicine and nephrology training at Duke University Medical Center. He stayed at Duke as a faculty member, rising to the rank of associate professor of medicine before moving to the NIH in 1988, where he became chief of the molecular medicine section in the laboratory of developmental biology. In 1993, he became chief of the Viral Pathogenesis Laboratory in the NIDR/NIH. In 1994, he moved to Mount Sinai School of Medicine as the Irene and Dr. Arthur M. Fishberg Professor of Medicine and the chief of the division of nephrology. In 2001, he was selected to be the chair of the Samuel Bronfman Department of Medicine of the Mount Sinai School of Medicine. The College’s Board of Trustees named him as the school’s new president in July of 2010.

Klotman’s research has been a blend of both basic and clinical research in molecular virology and AIDS pathogenesis. He developed the first small animal model of HIV associated nephropathy using transgenic techniques. He is the author of more than 200 publications, and he has been a visiting professor and lecturer internationally in the field of HIV pathogenesis. He has been elected to both the American Society of Clinical Investigation and the Association of American Physicians. He is on the editorial boards of journals both in the United States and in Europe, and he has served on and chaired numerous study sections including those from the NIH, the American Heart Association, the National Kidney Foundation, and the VA research service.

In addition to his laboratory efforts, Klotman has been an active clinician, teacher and mentor. Students from his laboratory have won prestigious scientific competitions. He has trained more than 50 clinical fellows, postdoctoral fellows, and students in his laboratory since 1984, most of whom are independently funded. And, he was named Physician of the Year by Mount Sinai nurses. As the chair of medicine, he moved the department of medicine at Mount Sinai to a top tier academic program by expanding the faculty practice, increasing basic and clinical research revenues, developing new community projects and focusing on the educational mission.

Klotman serves on the scientific advisory boards of biotech, pharmaceutical and healthcare companies. He also serves on the board of several companies including those with interests in natural resources and conservation.

At Baylor, he oversees the only private health science university in the Greater Southwest, with research funding of nearly $400 million. The medical school is ranked as one of the top 25 for research and one of the top ten for primary care by U.S. News & World Report. The School of Health Professions is among the best 15 in the nation and the Graduate School of Biomedical Sciences is rated in the top five percent. In addition, the College is home to the first National School of Tropical Medicine in North America. The College is ranked first among all Texas colleges, universities and medical schools in federal funding for research and development, and is ranked second in federally funded research expenditures by the National Science Foundation.

Scott D. Hayworth

Scott D. Hayworth, MD, FACOG

Chief Executive Officer, Hayworth Ventures
Dr. Hayworth is the Chief Executive Officer at Hayworth Ventures, driving growth across the country as a physician expert in healthcare private equity advising, corporate board services, and investments. He was the CEO and market leader of the Optum Tri-State region, one of the five regions in the OptumHealth nationwide network from March 2021 to January 2023. Dr. Hayworth chairs the advisory board for IKS Health, he is an advisor for MedPro; and a senior advisor to Arsenal Capital Partners, BioIVT, and WIRB-Copernicus Group (WCG). He is the non-executive board chair of US Digestive Health. Dr. Hayworth has a national reputation as an authority on practice administration; multispecialty group management; and adaptation to the rapidly changing environment in healthcare, including the transition to value. Dr. Hayworth has been the President and CEO of CareMount Medical (formerly Mount Kisco Medical Group, PC) for more than 20 years, overseeing a nearly 15-fold expansion in the size of the group before it became part of Optum Tri-State in late 2020. Dr. Hayworth is a consultant to the Vincent Department of Obstetrics and Gynecology at Massachusetts General Hospital and a Clinical Associate Professor in the Department of Obstetrics and Gynecology at the Donald and Barbara Zucker School of Medicine at Hofstra/Northwell, and he is a past associate dean at the Icahn School of Medicine at Mount Sinai.
Amit Goela

Amit Goela

Non-Executive Nominee Director
Amit Goela is a Non-Executive Nominee Director on the Board of our Company. He holds a master’s degree in business administration from the University of North Florida. He has been associated with our Company since 2021. He has been a part of the management team of Rare Enterprises for the past 15 years where he leads a team of research analysts, managing investment in equity markets and assist in secondary market investments.
Utpal Sheth

Utpal Sheth

Non-Executive Nominee Director
Utpal Hemendra Sheth is a Non-Executive Nominee Director on the Board of our Company. He holds a bachelor’s degree in commerce from the University of Mumbai. He has also been awarded a certificate of merit by the Institute of Chartered Financial Analysts of India and has completed the final examination of the Institute of Cost and Works Accountants. He has been associated with our Company since 2014. He has been working with Rare Enterprises, a proprietary asset management firm, for the past 19 years and currently serves as its chief executive officer responsible for investment management, risk management and institutionalization.
Carl-King

Clarence Carleton King II

Independent Director
Mr. Clarence Carleton King II is an Independent Director on the Board of our Company. He holds a bachelor’s degree in business administration (health administration) from Georgia State University and a master’s degree in health administration from Duke University. He has experience in account and executive management and was previously associated with Aetna as its Senior Vice President, National Accounts. He is currently the chief executive officer of Shoal Creek Advisors, LLC. Further, he, on behalf of Shoal Creek Advisors, LLC, advises and contributes towards the long-term strategic business plan of IKS Group.
Keith A. Jones

Keith Jones

Independent Director

Dr. Keith Anthony Jones is an Independent Director on the Board of our Company. He holds a degree of doctor of medicine from the University of Alabama School of Medicine. He has completed his residency in anesthesiology from the Mayo Graduate School of Medicine. He has been certified as a diplomate of the national board of medical examiners of the United States of America, is qualified to practice as a consultant in ansethesiology by the American Board of Anesthesiology, and has been granted a license to practise medicine in the state of Alabama. He is on the board of trustees of the International Anesthesia Research Society. He is an active member of the American Medical Association, American Society of Anesthesiologists and the American Medical Group Association and also serves on its board of directors. He has over 36 years of professional medical experience and was previously associated with Mayo Clinic as its professor of anesthesiology and as the chief physician executive, professor and chairman of the UAB Heersink School of Medicine Department of Anesthesiology and Perioperative Medicine.

Mary E. Klotman

Mary Klotman

Non-Executive Director

Dr. Mary Earley Klotman is an Non-Executive Director on the Board of our Company. She holds a degree of doctor of medicine from Duke University. She is the Dean of the School of Medicine and Vice Chancellor for Health Affairs, Duke University and Chief Academic Officer, Duke University Health System. She has been certified as a diplomate in internal medicine and in sub-speciality infectious disease by the American Board of Internal Medicine. Further, she is also a part of the Council of Deans of the American Association of Medical Colleges. She is also a member of the National Academy of Medicine and was previously associated as the president of the Association of American Physicians. She is on the board of trustees of the Rockefeller University. She has over 42 years of professional medical experience and has been associated with the Duke University in various capacities, including as a professor of medicine and member of its medical staff.

Berjis Desai

Berjis Desai

Chairman and Non-Executive Director
Mr. Berjis Desai is the Chairman and Non-Executive Director of our Company. He holds a bachelor’s degree in law from the Government Law College, University of Bombay and a master’s degree in law from the University of Cambridge. He is presently enrolled as an advocate with the Bar Council of Maharashtra and Goa. He was previously associated with our Company as a Director from November 15, 2007 till December 5, 2009. He has over 14 years of experience in mergers and acquisitions, derivatives, corporate and financial laws and international commercial arbitration and was previously associated with J. Sagar Associates as a senior partner.
David Boudreau

David Boudreau

Vice President, Sales

David is the Senior Vice President of Sales and leads the sales team to significant growth year over year. His focus and passion for helping clients with their largest problems is what drives him every day. David’s ability to connect with his team and effectively inspire them to grow and excel is a core component that attributes to continuous success. He is a key spokesperson on sales related matter and through his leadership maintains a high level of motivation and morale.

David is a career Healthcare industry change agent with a long-proven track record of developing, managing, and closing large enterprise deals consisting of services and technology enabling his clients to achieve the best outcomes.

Sarah Bennight

Sarah Bennight

Senior Vice President, Marketing

Sarah joined IKS Health as Senior Vice President, Marketing. She brings with her a distinguished 15-year track record in healthcare technology and strategic marketing. As Medigy’s 2019 Healthcare Marketer of the Year, and a valuable industry speaker and podcast guest, Sarah has consistently demonstrated expertise in navigating the complex healthcare landscape, leveraging her deep understanding of market trends and regulations to drive impactful go-to-market strategies. Her experience spans across various roles in marketing, product management, and portfolio marketing, where she has significantly contributed to enhancing product positioning, thought leadership, and market penetration.

Sarah has a well rounded understanding of healthcare B2B through her experience in EHR integration startups and larger organizations like Stericycle, across patient facing technology and services. Most recently, Sarah served as the Vice President of marketing at Carenet Health where she led a cross functional team to remarkable achievements. Her role at IKS Health will primarily focus on product marketing, account-based marketing, content, and marketing operations.

Sarah completed her education in Biology and Biochemistry from the University of North Texas as a pre-med candidate before discovering and pursuing her true passion at the intersection of sales, product, and marketing.

Siddharth Thakkar

Siddharth Thakkar

Vice President, Head of Solutioning
Siddharth drives key programs across operations and the partner organizations. He plays a pivotal role in driving programs focused on standardization of internal governance with a view to enhancing the rigor and quality of internal operational and financial reviews. Additionally, he works with teams to enhance the external client experience. Siddharth helps drive enhancements and efficiencies in revenue forecast reporting and COO / Executive updates. He works on programs to drive client solutions and cost efficiencies.
Dr. Mitul Thakker

Dr. Mitul Thakker

EVP, Value-Based Care Services

As Chief of Operations Excellence, Coding Delivery Head at IKS Health, Dr. Mitul plays a major role in the organization’s overall performance, leading organizational strategy, promoting operational effectiveness and elevating team performance through innovative leadership. He leads business-driven people strategy which supports and aligns to the overall business strategy at IKS Health and are essential to driving the organization’s transformation journey. He oversees all aspects of compliance, learning, global employee experience and the Human Capital function at IKS Health.

Under Dr. Mitul’s leadership, IKS Health is building a great success story for employees. He drives the organization’s approach to highlight the skills and capabilities that employees need to develop in today’s innovative technology driven environment. He fosters a culture of full spectrum participation, emphasizing inclusion and collaboration at IKS Health.

A 13-year veteran at IKS Health, Dr. Mitul has extensive experience leading organizational transformations, driving large scale growth, talent acquisition, leadership development, and succession planning. He has also held leadership positions in marketing, product management, client operations, organization design, talent management and business transformation and service groups. He is armed with several years of healthcare experience that spans across pharmaceuticals, diagnostic, hospital, and insurance industries.

Prior to his current role, he served as Head of Department – Marketing, Customer Service and Billing at Asian Heart Institute, one of India’s premier tertiary care cardiac hospitals. Their healthcare delivery systems and customer care are looked upon as benchmarks in the hospital industry. Among other achievements at the Asian Heart Institute, Dr. Mitul successfully implemented processes that led to the Daily Sales Outstanding (DSO) reducing from 90 to 36 days. He has been an independent practitioner of general medicine and holds a Bachelor of Medicine and Surgery (MBBS) from Pune University. In addition, he has expert training in Hospital Management from the Indian Institute of Management, Ahmedabad.

Partha Sarathy

Partha Sarathy

Senior Vice President, Strategic Revenue Growth

Mr. Sarathy has played a pivotal role in shaping IKS Health’s go-to-market strategy since 2008. A seasoned executive with experience across multiple industries including Management Consulting, Venture Capital and Business Process Management, he continues to be at the helm of new service offerings and solutions development at IKS Health.

Prior to joining the company, Partha served as Vice President – Knowledge Services at WNS, a leading Global Business Process Management company. Among his various roles at WNS, Partha helped set up and grow the Research and Analytics division, where he helped define the offerings, sell the services, and manage delivery. He also led the Pre-Sales/Solutions function, where he was responsible for conducting diagnostic studies for prospective clients; developing suitable solutions to address their requirements; preparing proposals and presentations; and pricing.

He has previously worked with PricewaterhouseCoopers, as a management consultant in the strategy consulting practice. He has also served as a management consultant at A.F.Ferguson; investment analyst at the Boston-based venture capital firm, View Group; and marketing manager at Philips.

Partha holds a Bachelor’s degree in Electronics Engineering from the National Institute of Technology, Calicut, and an MBA from the Indian Institute of Management, Lucknow.

Ajay Madatiparambil

Ajay Madatiparambil

Senior Vice President, Strategic Accounts

As Senior Vice President, Strategic Accounts, Ajay leads client support for IKS Health’s enterprise clients, creating strategic partnerships and driving customer success. His responsibilities include creating customer value, overall execution of business goals, customer excellence and identifying strategic upsell win-win solutions that enable high customer satisfaction.

Prior to joining IKS Health, Mr. Madatiparambil worked with Lionbridge Technologies where he was responsible for driving business value for the company’s healthcare division. Mr. Madatiparambil has also worked with Freddie Mac where he was part of a team that identified, prioritized and performed business analysis for the Credit Policy and Portfolio Management group. Mr. Madatiparambil holds a Bachelor’s degree in Business from Gujarat University, and an MBA from Texas A&M University.

Dr. Barbara Hodne

Dr. Barbara Hodne

Senior Vice President, Clinical Support Solutions

Dr. Barbara Hodne is a highly accomplished physician and leader with over 25 years of experience in the healthcare industry. She works alongside various teams to represent Clinical Support Solutions to our future and existing partners and works with the Product Team to drive enhancements in the existing and future IKS products.

Prior to joining IKS Health, she was the Chief Quality Officer at The Iowa Clinic, where she was responsible for leading the organization’s quality improvement initiatives. Dr. Hodne is also a board-certified family physician and has served in a variety of leadership roles throughout her career, including medical director, associate quality director, and member of the board of directors.

Dr. Hodne is a passionate advocate for quality healthcare and has a proven track record of success in improving patient care. She is a member of the American Medical Group Association’s Quality Council and the Iowa Medical Society’s Committee on Legislation. She is also a charter member of the Population Health Leaders Network and an advisor to the Obesity Collaborative.

Marty Serro

Marty Serro

Chief Information Officer

Marty is the Chief Information Officer at IKS, responsible for implementing and managing technology to support the IKS organization and its customers. Marty has recently joined IKS from the AQuity Solutions group where he held the Chief Information Officer and Chief Security Officer positions.

Marty has over 35 years of diversified technology management experience holding leadership positions in global organizations including AQuity Solutions, Ashland Oil (APAC), Verizon (GTE wireless) and Delta Airlines (TranQuest).

Marty has extensive experience with building best in class IT organizations through best in class secure and stable environments, innovative tools, techniques, and a high-touch customer supporting infrastructure.

Under his leadership he has built industry leading security frameworks that focus on Confidentiality, Integrity, and Availability across all areas of the business.

Nicole Davis

Nicole Davis

Senior Vice President, Strategic Accounts

Nicole Davis is responsible for client relations, solution design, and improving margin growth for clients. She has over 2 decades of experience in consulting and revenue cycle management within large hospital and academic medical center environments, both for clinic-based and hospital-based services. Prior to joining IKS Health, Ms. Davis worked with North Shore/LIJ Health System managing the entire revenue cycle for clinical departments including Cardiology and Cardiothoracic Surgery. She also worked for Per-Se Technologies (now McKesson), managing a number of hospital-based physician practice groups where she was responsible for the performance of all revenue-related functions.

Ms. Davis has a bachelor’s degree in international business from the University of California at Davis. She is an active member of HFMA, Healthcare Leaders of NY, and MGMA.

Mayank Pant

Mayank Pant

Senior Vice President, Product Innovation, Revenue Optimization

Mayank Pant is an accomplished healthcare leader and entrepreneur. In the past two decades he has consulted and advised some of nations most influential healthcare organizations helping them manage cost, optimize revenue and deploy technology. At IKS Health, Mayank leads the product innovation and growth pursuits for our Margin and coding practices

Before coming to IKS, Mr. Pant co-founded Reventics Inc. At Reventics, Mayank headed the new product innovation and growth strategy. Before Reventics, Mr. Pant spent over a decade at Sutherland Healthcare Solutions in India and the US, managing different roles across P&L management, Customer advisory and innovation.

Mr. Pant is an alumnus of Northeastern University, Boston, where he completed his MS in Innovation. Mr. Pant lives with his wife and two children in Bridgewater, NJ, and enjoys reading, mentoring start-ups, and traveling with the family.

Dr. Benjamin Crocker

Dr. Benjamin Crocker

Senior Vice President, Care Design & Innovation

Dr. Crocker is responsible for designing new products and solutions as well as refining/improving existing services within the Clinical Care Solutions pillar of IKS Health’s Provider Enablement Platform for both current and prospective clients.  He is passionate about team-based care and culture, technology and innovation, and the patient voice in healthcare transformation.

Dr. Crocker is a general internist/primary care physician and most recently served as Medical Director of the Ambulatory Practice of the Future (APF) at MGPO, where he provided clinical care and conducted collaborative research in the application of technologies to the field of primary care to enhance the knowledge and quality of innovative, patient- centered, team-based care.

Dr. Crocker brings over 20 years of clinical experience and thought leadership in team-based, patient-centered primary care, clinical operations, and healthcare innovation. In 2010, he co-founded and later served as medical director of one of Massachusetts General Hospital’s (MGH) premier primary care practices in Boston, MA.  He has participated in multiple aspects of practice design and operations improvement.  He is published on a wide range of topics including post-discharge telephone follow-up, point of care testing, technology-assisted apprenticeship in chronic disease management, embedded health and wellness coaching, and the patient-centered medical home.  Dr. Crocker also helped establish the first practice-centered PFAC (patient-family advisory committee) in his organization.

Dr. Crocker is the co-founder of the APF Innovation Learning Program which established a “living laboratory” within the clinical primary care environment to partner with academic and industry leaders to explore, design, create and test technological solutions to present and future day challenges in primary care.  While there, he spearheaded the design, implementation, and scaling of what is now IKS’ AssuRx centralized prescription renewal service to reduce staff administrative burden and introduce a new standard of safety in the prescription-renewal process. He also led primary care-based Scribble and New Chart Prep implementation and utilization.

A graduate of Tuft University with a B.S. in Chemical Engineering, Dr. Crocker received his medical degree from the University of Massachusetts Medical School, and attended Boston University Medical Center for residency in Internal Medicine as well as an additional year as chief medical resident.

Gaurav Jain

Gaurav Jain

Senior Vice President, Clinical Support Solutions

As SVP of Clinical Services, Gaurav has been a pillar within the Legacy IKS business for over 15 years. Gaurav leads our combined Clinical Services Support Feature Cluster including the operating teams from both the Legacy AQuity and Legacy India teams. In addition, Gaurav continues to maintain his customer facing role across all customers and will own the consolidated P&L for the CSS Feature Cluster.

Gaurav has worked with Physiotherapy Associates and Lionbridge Technologies Inc. before joining IKS Health where he was responsible for driving business outcomes with business process re-engineering and automation with technology products. During his association with Lionbridge, he played a pivotal role in developing and maintaining a $1.5 million Medicaid Application Tracking System for Golden Ventures, Fort Smith-AR that resulted in annualized efficiencies of $10M for the corporation. Gaurav comes with vast experience of developing and implementing technology solutions across Healthcare Value Chain.

Deval Majmudar

Deval Majmudar

Senior Vice President, Operations, Revenue Optimization Services

Deval Majmudar leads IKS Health’s revenue optimization vertical that comprises some of the largest client delivery teams. Deval has extensive expertise in assessment, migration and delivery management both in onshore and offshore delivery models. Deval is known for turning around businesses and has consistently achieved & maintained high levels of customer satisfaction for large provider enterprises at IKS Health. He has a proven track record of enabling optimal clinical and operational outcomes for clients through growth by optimizing productivity, revenue capture and collections.

Deval demonstrates success in leading and working in multi-cultural environments and has contributed in large account acquisitions, building teams, steep ramp-up and project initiation, and interfacing with customer leadership teams. Deval has been the recipient of the Global Leadership Award for People Management and holds a Bachelor in Commerce from Mumbai University.

Jason Kolinoski

Jason Kolinoski

U.S. Chief Operating Officer

Jason has over 20 years of experience as a change agent in health information technology, advanced workflow design, business process outsourcing (BPO), and global service delivery models. He is recognized for fundamentally changing the competitive landscape in the clinical documentation services industry by leveraging various technologies with premium global labor services. His diverse background includes expertise in all aspects of merger and acquisition activities, cultural integration, and positive financial performance.

Dr. Sri Madabushi

Dr. Sri Madabushi

EVP and GM, Value-Based Care

Dr. Sri Madabushi is the EVP and General Manager of the Value-Based Care (VBC) at IKS. In his role, he oversees Product and Operations efforts to help build out and scale our VBC business rapidly.

Prior to IKS he was a co-founder of Google Health and helped lead its global business development efforts over the past 8+ years. Sri has held a variety of high-profile roles there across different business units such as Health, Brain (Google’s premier AI/ML team), and Cloud. Prior to that, Sri was associated with Novartis Diagnostics where he was the Region Head & GM of Southeast Asia. He started his career as a management consultant at ZS Associates and is trained as a scientist with a Ph.D. in Computational Biology from Baylor College of Medicine (Houston, TX). He has a bachelor’s degree in Human Biology & Biophysics from All India Institute of Medical Sciences (New Delhi, India).

Sameer Arora

Sameer Arora

Chief Marketing Officer

Sameer Arora is the Chief Marketing Officer of our Company. He holds a bachelor’s degree in engineering (production branch) from V.J. Technical Institute and a post graduate diploma in management from Indian Institute of Management, Bangalore. He has over 26 years of experience in the fields of professional services (management and technology consulting, IT and IT enabled services). He has previously worked with Syntel Private Ltd. and Accenture India Private Limited. He joined our Company on September 22, 2023. He is responsible for business strategy and communication of our Company.

Abhay Srivastava

Abhay Kumar Srivastava

Chief Human Resources Officer

Abhay Kumar Srivastava is the Chief Human Resource Officer of our Company. He holds a bachelor’s and master’s degree in arts (history) from University of Delhi and master’s in personnel management from Symbiosis Institute of Management, Pune. He has over 14 years of experience in the fields of people management, organisational development and talent. He has previously worked with Dr. Reddy’s Laboratories Limited, Piramal Enterprises Limited, Cipla Ltd. and Ordnance Factory Board Kolkata. He joined our Company on November 12, 2020. He is responsible for talent management and executive compensation, executive leadership, talent acquisition and corporate communication of IKS Group.

Taylor Curtis

Taylor Curtis

Chief Corporate Development Officer
(employed with IKS inc.)

Taylor Curtis joins IKS Health (employed with IKS inc.) as Executive Vice President & Chief Corporate Development Officer. He comes with 25 years of experience in investment banking, corporate strategy, business development and treasury solutions. Most recently, Taylor served as Head of Healthcare Corporate Banking for Texas Capital Bank, where he was responsible for bank’s relationships with provider groups, home care and hospice companies, behavioral health providers, pharmaceutical services businesses and healthcare IT companies.

Prior to Texas Capital Bank, Taylor served as a Managing Director for Cowen and a predecessor firm, MHT Partners, where he led the healthcare services M&A advisory team. Prior to joining MHT Partners in 2011, he served in a variety of roles including Director of Corporate Strategy for ORIX USA Corporation, Assistant Treasurer and Head of Investor Relations for Concentra Inc. and Director of Corporate Development for Electronic Data Systems Corporation. Taylor began his career in New York with Greenhill & Co., a boutique mergers and acquisitions advisory firm.

In 2013, Taylor was named Finalist, Dealmaker of the Year by ACG DFW and DCEO, based on transactions he led that year, and he was named a Winner of the 5th Annual 40 Under 40 M&A Advisor Recognition Awards, based on his career accomplishments, professional expertise, and community service. Taylor graduated with honors from the University of Texas at Austin with a Bachelor of Business Administration degree in the Business Honors Program and Finance.

Phillina Lai

Phillina Lai

Chief Legal & Compliance Officer
(employed with IKS inc.)

As the EVP and Chief Legal & Compliance Officer at IKS Health (employed with IKS inc.), Phillina leads our Global Legal and Compliance functions.

Phillina has over 15 years of experience building and leading legal teams across industries, including energy, logistics, distribution, and the healthcare industry. Most recently, she served as Managing Chief Counsel in the Corporate Governance and Transactions team at McKesson, where she was responsible for leading McKesson’s parent and subsidiary governance teams. Prior to joining McKesson, she was General Counsel at Tellurian Inc., a NASDAQ traded energy company. At Tellurian, she was responsible for building the legal department and leading the negotiations of all business transactions and developing the company’s compliance and risk management program. Prior to Tellurian, Phillina held leadership roles in the legal departments at Fortune Global 500 companies: BP, BHP Billiton and Sysco.

Phillina earned her J.D. from Northwestern University School of Law and her M.A. and B.A. from Stanford University. Phillina was recognized by the Association of Corporate Counsel (ACC) and Houston Business Journal (HBJ) as Outstanding In-house Counsel in 2015, and in 2019 she was named “Texas Leading General Counsels” and “Top 50 Women General Counsels in Texas” by the National Diversity Institute of Law. In 2021, Phillina was recognized by the Racial Justice Institute with the Racial Justice Champion Award for her commitment to furthering racial equality. She currently serves on the board of directors of the Association of Corporate Counsel, Texas General Counsel Forum, and the Stanford Club of Houston.

Ananda Kumar Prabhakaran

Ananda Kumar Prabhakaran

EVP & Chief Financial Officer

As CFO at IKS Health, Anand leads our Global Financial Operations, Administration & Facilities, IT Infrastructure including ERP and Workforce Management.

Anand is a Chartered Accountant by qualification and brings over 30 years of industry experience in the finance domain. He is a strategic finance leader with a solid track record of delivering results in world class organizations such as Unilever and Johnson & Johnson for over 20 years, including Asia Pacific roles. He also has over 10 years of experience in India CFO roles – (Johnson & Johnson and Quest International) and 6 years in a large Indian MNC as Group Financial Controller.

Anand holds expertise in end-to-end P&L management, Business Planning, Forecasting, Strategy, Acquisitions and Divestitures, Team leadership, Post merger integration, IFRS, US GAAP, Business Transformation, Cross-functional Team Leadership and strong experience in Supply Chain. Anand is passionate about new technologies that make enabling functions more efficient and effective in their role as business partners. Anand aspires to inculcate a culture of cross-functional collaboration and process driven excellence across the various dimensions of his role.

Anand received his B.Com degree from DG Vaishnav College, Chennai and subsequently completed Chartered Accountancy.

John Whitham

John Whitham

Chief Commercial Officer
(employed with IKS inc.)

John is the Chief Commercial Officer for IKS Health (employed with IKS inc.). He will be leading growth efforts in the health system segment leveraging synergies to be realized from the recent integration of IKS Health and AQuity. These growth efforts will drive greater impact to the current and prospective IKS Health client base.

Prior to IKS Health, John was a Partner and growth leader with Guidehouse. He has 30 years of experience in the healthcare industry, with over 20 years experience in management consulting. He is a seasoned industry leader with a passion for developing optimal, customized partnerships with clients that drive overall impact, enable key organizational strategies, enhance financial performance, and mitigate risk. He prides himself in developing client relationships that directly add tangible impact through aligned incentives and delivering results.

Dr.-Shane-Peng

Dr. Shane Hsuing Peng

Chief Clinical Services and Innovation Officer
Dr. Shane Hsuing Peng is the chief clinical services and innovation officer of IKS Inc. He holds a bachelor’s degree in science and a degree of doctor of medicine from McMaster University. He has been granted certifications in family medicine and special competence in emergency medicine by the College of Family Physicians of Canada. He has been designated as a certified independent medical examiner by the American Board of Independent Medical Examiners. He has been certified as a diplomate of the American Board of Family Practice for the period 1998 to 2005. He was previously associated with Williamsburg James City County Medical Society and Williamsburg Community Health Foundation. He joined IKS Inc. on February 1, 2018.
Kashyap Joshi

Kashyap Joshi

Chief Development Officer
Kashyap K. Joshi is the chief development officer of Aquity Solutions. He holds a bachelor’s degree in commerce from K.J. Somaiya College of Arts and Commerce and a master’s degree in commerce from the University of Mumbai. He also holds an executive MBA from Manipal Academy of Higher Education and a post graduate diploma in financial management from Indira Gandhi National Open University. He has also passed all the sections of the Uniform CPA examination conducted by the New Hampshire Board of Accountancy. He was previously associated with CBay Systems (India) Pvt. Ltd. He joined Aquity Solutions on September 15, 2004.
Dr. Grace-E.-Terrell

Dr. Grace Terrell

Chief Medical Officer
Dr. Grace Terrell is the chief medical officer of IKS Inc. She holds a bachelor’s degree in arts (religion) from the University of North Carolina at Chapel Hill, a degree of medicine from Duke University and a degree of master of medical management from Carnegie Mellon University. She has completed her residency in internal medicine from the Bowman Gray School of Medicine of Wake Forest University and the North Carolina Baptist Hospitals, Incorporated. Further, she has also completed her residency in pathology from Duke University. She has been certified as a diplomate in internal medicine by the American Board of Internal Medicine for the period 2013 to 2023 and as a diplomate of the national board of medical examiners. Further, she is a fellow of the American College of Physician Executives and the American College of Physicians. She has also been designated as a Morehead Scholar by the John Motley Morehead Foundation. She has been granted a license to practise as a physician in the state of North Carolina. She is also a member of the Phi Beta Kappa. Prior to her appointment in IKS Inc., she was engaged by IKS Inc. for providing consultancy services to IKS Inc. She joined IKS Inc. on August 1, 2022.
Peter-Limeri

Peter Limeri

Chief Operating Officer
Peter Limeri is the chief operating officer of IKS Inc. He holds a bachelor’s degree in business administration from Seton Hall University. He was previously associated with PRGX Global Inc. as its chief financial officer and is on the board of directors of MAP International, a non-profit organisation. He joined IKS Inc. on August 1, 2022.
Joe-Benardello

Joseph Benardello

Chief Growth Officer

Since co-founding IKS Health in 2007, Joe Benardello has led the organization’s strategy and marketing as the organization has grown to serve many of the United States premier health institutions. Addressing the ever-changing challenges and trends of the healthcare industry, he drives solution design, implementation, and delivery to fundamentally address the regulatory, technological, and fiscal challenges facing healthcare organizations today.

With a background in technology, Mr. Benardello served as Vice President at Lionbridge Technologies for several lines of business inclusive of healthcare. He joined Lionbridge Technologies from eTesting Labs, where he built and led the go-to-market strategy. Under his leadership, eTesting Labs was strategically acquired by Lionbridge Technologies in 2002.

Sachin Gupta

Sachin K. Gupta

Founder and Chief Executive Officer

Mr. Sachin K. Gupta leads IKS Health as the company’s founding Chief Executive Officer, and member of the Board of Directors. Mr. Gupta founded IKS Health in 2006 with the goal of building the leading provider enablement platform that enables providers enterprises deliver better, safer and more efficient care at scale with a strategic blend of expertise and technology. Armed with a unique blend of entrepreneurial spirit, executive acumen and strategic vision, Mr. Gupta continues to shape and lead the organization on the path of rapid growth and success. A computer science engineer by training, Mr. Gupta also serves on the Board of Abridge, a pioneer in Generative AI for healthcare and as the Board observer for SIFT Healthcare, an AI focused technology company that is aiming to deliver data-driven denial management and patient payment optimization.

Prior to founding IKS Health, Mr. Gupta served as a Director of Strategic Accounts at Lionbridge Technologies, a leading technology enabled service provider. Mr. Gupta led the healthcare provider initiatives at Lionbridge which included partnering with Beverly Enterprises (now Golden Living) in its very successful financial turnaround. Mr. Gupta has a successful history of working in and/or building technology enabled organizations such as Majoris (now Valtech), Rolta and Selectica that enabled Fortune 500 Enterprises to operate more efficiently.