Loopwise CS
Today: Mon, 12 Oct 2026

← Portfolio

Brightpath Health

Enterprise · Healthcare · NA · ACC-002

54 At risk
Priority 40
ARR
$185k
contract since 20 Jan 2025
Renewal
20 Jan 2027
in 100 days
Seat utilisation
78%
94 active / 120 seats
Last contact
19d
last call/meeting 95d ago

Why the health score is 54

Usage trend18 / 25
  • Active users 104 → 96 (−8%) comparing 04–06 with 08–09
  • Sessions −16% over the same period
Seat utilisation15 / 15
  • 94 of 120 seats active in 2026-09 (78%)
Engagement recency4 / 15
  • Last call/meeting 95 days ago (2026-07-09)
  • Last touch of any kind: email 19 days ago
Relationship7 / 15
  • Active champion: Dana Xu (Head of Operations)
  • Decision maker Grace Brooks engaged in last 6 months
  • 2 active contacts engaged (multi-threaded)
  • Red flags in notes: frustration expressed, reported failures (−8)
Support0 / 20
  • 4 open ticket(s): TCK-0072 high integration; TCK-0073 urgent bug; TCK-0076 high performance; TCK-0080 normal access
  • Avg CSAT last 90 days: 2.2/5 across 5 ticket(s)
  • 7 high/urgent bug, performance or integration tickets in 90 days
Sentiment (NPS)10 / 10
  • Latest NPS 10 from Grace Brooks (decision_maker) on 2026-08-11: “Love it. Rolling it out to two more departments.”
  • Score is from the exec sponsor; users raising tickets may feel differently

Flags

No live conversation in 95 daysOpen urgent ticketRenews in 100 days with no live conversation for 95 days

Active users vs seats

120 seats purchased104Apr106May103Jun101Jul97Aug94Sept

Activity timeline

Calls and meetings count as live contact in the health score.
  • 7 Oct 2026
    ticketTCK-0080 opened: normal access (open)
  • 2 Oct 2026
    ticketTCK-0076 opened: high performance (pending)
  • 25 Sept 2026
    ticketTCK-0073 opened: urgent bug (open)
  • 23 Sept 2026
    emailsignalPM wrote in frustrated about sync failures with their EHR scheduling integration. Forwarded to support.
    Vera Zimmer · J. Moreau
  • 18 Sept 2026
    ticketTCK-0072 opened: high integration (open)
  • 10 Sept 2026
    ticketTCK-0069 opened: normal bug (closed, CSAT 3)
  • 3 Sept 2026
    ticketTCK-0064 opened: urgent performance (closed, CSAT 1)
  • 29 Aug 2026
    ticketTCK-0061 opened: high integration (closed, CSAT 3)
  • 24 Aug 2026
    ticketTCK-0059 opened: urgent bug (closed, CSAT 2)
  • 17 Aug 2026
    ticketTCK-0054 opened: high performance (closed, CSAT 2)
  • 11 Aug 2026
    NPSScored 10: “Love it. Rolling it out to two more departments.”
    Grace Brooks
  • 9 Jul 2026
    meetingsignalExec sponsor very positive. Planning rollout to Radiology and Outpatient teams in Q4.
    Grace Brooks · J. Moreau
  • 22 Jun 2026
    ticketTCK-0033 opened: normal access (closed, CSAT 4)
  • 6 May 2026
    ticketTCK-0016 opened: low how to (closed, CSAT 5)
  • 10 Apr 2026
    callQuick sync on onboarding two new team leads.
    Vera Zimmer · J. Moreau

Next step

No next step set.

Suggested actions

  1. Escalate TCK-0072, TCK-0073, TCK-0076 with the Support lead, then call Dana Xu with a dated fix plan before the issue reaches Grace Brooks (VP Engineering).
  2. No live conversation in 95 days. Call Dana Xu to reset the cadence and book a QBR.

Expansion signals

  • Notes 2026-07-09: planning a wider rollout
  • NPS comment: “Love it. Rolling it out to two more departments.” (planning a wider rollout)

Tasks

TaskRulePriorityDue
Escalate open tickets for Brightpath Health
4 open ticket(s): TCK-0072 high integration; TCK-0073 urgent bug; TCK-0076 high performance; TCK-0080 normal access
Open escalationhigh13 Oct 2026
Risk review: Brightpath Health (health 54)
Escalate TCK-0072, TCK-0073, TCK-0076 with the Support lead, then call Dana Xu with a dated fix plan before the issue reaches Grace Brooks (VP Engineering).
At-risk accounthigh14 Oct 2026

Contacts

NameRoleEmail
Dana Xu
Head of Operations
championdana.xu@brightpathhealth.org
Grace Brooks
VP Engineering
decision makergrace.brooks@brightpathhealth.org
Vera Zimmer
Project Manager
uservera.zimmer@brightpathhealth.org
Priya Garcia
Team Lead
userpriya.garcia@brightpathhealth.org
Ivan Okafor
Finance Manager
billingivan.okafor@brightpathhealth.org

Support tickets

TicketOpenedPriorityStatusCSAT
TCK-0080
access
7 Oct 2026normalopen—
TCK-0076
performance
2 Oct 2026highpending—
TCK-0073
bug
25 Sept 2026urgentopen—
TCK-0072
integration
18 Sept 2026highopen—
TCK-0069
bug
10 Sept 2026normalclosed3
TCK-0064
performance
3 Sept 2026urgentclosed1
TCK-0061
integration
29 Aug 2026highclosed3
TCK-0059
bug
24 Aug 2026urgentclosed2
TCK-0054
performance
17 Aug 2026highclosed2
TCK-0033
access
22 Jun 2026normalclosed4
TCK-0016
how to
6 May 2026lowclosed5