Leadership Briefing: Making the Case for a Digital-First Mission
The June 4 leadership meeting is the first formal ask to the board: approval, introductions, and endorsement of the HIPAA-aligned hybrid model. What is being presented and why it matters.
What the Meeting Is
The June 4 leadership meeting is not a demo. It is a request for five specific things: board approval to continue the EMR program, introduction to the dental form authority who needs to review the Laredo dental configuration, introduction to the Laredo dental and referral network contact, endorsement of the HIPAA-aligned hybrid model, and support for the recruiting plan.
The distinction between a demo and an ask matters. A demo is a show. An ask is a conversation that produces commitments. The goal is commitments.
The HIPAA-Aligned Hybrid Model
Laredo is in US jurisdiction. Patient data collected in Laredo is subject to HIPAA in a way that the Costa Rica data is not. The hybrid model for Laredo is: paper-primary during the mission, post-mission EMR entry. Patient records are not stored in the system during the clinic day; they are transcribed afterward from paper.
This is the same protocol used in Costa Rica for the trial. In Laredo, it is also the privacy model -- it limits the exposure of patient data to the offline, hardened clinical system during the mission, and limits real-time data entry to a post-mission controlled environment.
The model is "HIPAA-aligned" -- it is designed around HIPAA principles and reduces risk consistent with those principles. It is not a certified HIPAA compliance posture, which would require a formal assessment and organizational controls beyond the scope of this project.
What Needs Leadership
The dental form is the highest-risk form in the current set. It was built from the paper original, but the two people with authority over its clinical content -- the dental lead for Laredo and a form-authority contact not yet onboarded -- have not reviewed it. Building the wrong dental form and deploying it to Laredo is a correctness problem that cannot be fixed during a mission.
The introductions need to come from leadership. That is why they are on the meeting agenda.
After the Meeting
If the meeting produces the five asks, the path to Laredo is clear: dental form review, Laredo-specific configuration, network planning for the cross-street gap, client-device CA installation testing, and a pre-mission site walkthrough. The timeline is tight but achievable if the approvals land in June.