FH

Clinical Partnerships — MSO & Vendor Detail

CX & Partnerships — hero metrics by MSO
Snapshot
As of 2026-08-17 · actuals through Aug 17 (Q3 2026)

Hero Metrics — All MSOs Blended

Care Validate, SteadyMD, and OpenLoop combined (numerators and denominators summed across all three before computing each rate). Care Validate's contribution excludes all activity before April 20, 2026 (pre-launch QA), consistent with its own tab. SteadyMD no longer has its own tab — that relationship is being sunset — but its volume and retention still count toward this blend and toward Initial Purchases by MSO below. Previous Week (8/9–8/15) is the last complete Sunday–Saturday week, the same calendar week for every row; rows whose evolving window still overlaps it are tagged evolving and left uncolored, since their numerator is still landing and grading them against target would overstate a miss.
At/above targetWithin 1,000 bps (10 pts) of targetMore than 1,000 bps below target
Hero MetricTargetYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Account Created
no cohort
95%
90.6%
15,816 / 17,461
92.6%
1,135 / 1,226
89.3%
5,668 / 6,350
89.9%
391 / 435
94.1%
744 / 791
91.0%
151 / 166
Consult Created
1-day evolving
90%
82.4%
14,360 / 17,432
87.7%
1,050 / 1,197
83.7%
5,313 / 6,350
86.2%
350 / 406
88.5%
700 / 791
87.3%
145 / 166
Meds Prescribed
7-day evolving
75%
62.5%
10,796 / 17,285
80.0%
840 / 1,050
76.0%
4,828 / 6,350
77.2%
200 / 259
80.9%
640 / 791
83.7%
139 / 166 evolving
Month 0→1 Retention
30-day evolving
75%
49.1%
12,482 / 25,401
67.6%
1,300 / 1,923
55.2%
6,294 / 11,392
71.3%
348 / 488
66.3%
952 / 1,435
—
0 / 181 evolving
Month 0→2 Retention
60-day evolving
50%
29.9%
7,262 / 24,318
43.0%
2,140 / 4,972
29.7%
3,906 / 13,156
45.1%
379 / 840
42.6%
1,761 / 4,132
—
0 / 181 evolving

Initial Purchases by MSO

Total initial purchases (Account Created denominator, no evolving exclusion) by MSO for each period — shows where volume is landing across the three MSOs. Care Validate excludes all activity before April 20, 2026 (pre-launch QA).
MSOYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Care Validate
5,050
1,024
4,026
390
634
162
SteadyMD
11,613
187
2,080
43
144
3
OpenLoop
798
15
244
2
13
1
Total
17,461
1,226
6,350
435
791
166

Initial Purchases by MSO — % of Total

Same initial-purchase counts as above, expressed as each MSO's share of total volume per period.
MSOYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Care Validate
28.9%
83.5%
63.4%
89.7%
80.2%
97.6%
SteadyMD
66.5%
15.3%
32.8%
9.9%
18.2%
1.8%
OpenLoop
4.6%
1.2%
3.8%
0.5%
1.6%
0.6%
Total
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%

Weekly Trends — All MSOs Blended

Past 12 settled weeks for each hero metric, plus the weeks still evolving as of today (dashed line, red shading), summed across all three MSOs. Care Validate contributes nothing to weeks before its April 20, 2026 launch, so early weeks in the Month 0→2 Retention chart reflect SteadyMD and OpenLoop only.

Hero Metrics

Year to Date, Quarter to Date, Previous Quarter (Q2 2026), Month to Date, Previous Month (July 2026), and Previous Week (8/9–8/15 — the last complete Sunday–Saturday week; cells tagged evolving are uncolored because their numerator is still landing). Excludes all activity before April 20, 2026 (Care Validate's launch date) — anything before that was QA testing, not real customers. Funnel metrics exclude each metric's evolving window from every period shown. Retention periods other than YTD report cohorts old enough to have renewed inside that calendar window, not cohorts that started in it.
At/above targetWithin 1,000 bps (10 pts) of targetMore than 1,000 bps below target
Hero MetricTargetYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Account Created
no cohort
95%
90.4%
4,567 / 5,050
92.9%
951 / 1,024
89.8%
3,616 / 4,026
91.0%
355 / 390
94.0%
596 / 634
90.7%
147 / 162
Consult Created
1-day evolving
90%
84.5%
4,244 / 5,021
88.1%
877 / 995
83.6%
3,367 / 4,026
87.0%
314 / 361
88.8%
563 / 634
87.0%
141 / 162
Meds Prescribed
7-day evolving
75%
82.9%
4,043 / 4,876
85.2%
724 / 850
82.4%
3,319 / 4,026
81.5%
176 / 216
86.4%
548 / 634
84.0%
136 / 162 evolving
Month 0→1 Retention
30-day evolving
75%
63.0%
3,871 / 6,147
71.4%
1,104 / 1,547
60.2%
2,767 / 4,600
76.5%
290 / 379
69.7%
814 / 1,168
—
0 / 171 evolving
Month 0→2 Retention
60-day evolving
50%
43.7%
2,317 / 5,304
44.7%
1,942 / 4,344
39.1%
375 / 960
47.7%
336 / 704
44.1%
1,606 / 3,640
—
0 / 171 evolving

Weekly Trends

Past settled weeks for each hero metric (up to 12, fewer where launch-date exclusion limits history), plus the weeks still evolving as of today (dashed line, red shading). Excludes all cohorts/transactions before April 20, 2026 (pre-launch QA activity) — expect fewer settled weeks on metrics with longer evolving windows (like Month 0→2 Retention) until Care Validate has been live long enough to fill a full trailing-12-week history.

Hero Metrics

OpenLoop's overall volume is small relative to Care Validate and SteadyMD — QTD, MTD, Previous Month and Previous Week cells are flagged "low n" wherever the denominator is under 20 and should be read directionally rather than precisely. Previous Week (8/9–8/15) cells tagged evolving are still filling in.
At/above targetWithin 1,000 bps (10 pts) of targetMore than 1,000 bps below target
Hero MetricTargetYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Account Created
no cohort
95%
84.8%
677 / 798
86.7%
13 / 15 low n
87.3%
213 / 244
100.0%
2 / 2 low n
84.6%
11 / 13 low n
100.0%
1 / 1 low n
Consult Created
1-day evolving
90%
79.1%
631 / 798
60.0%
9 / 15 low n
77.5%
189 / 244
100.0%
2 / 2 low n
53.8%
7 / 13 low n
100.0%
1 / 1 low n
Meds Prescribed
7-day evolving
75%
67.8%
540 / 797
50.0%
7 / 14 low n
66.0%
161 / 244
100.0%
1 / 1 low n
46.2%
6 / 13 low n
100.0%
1 / 1 low n evolving
Month 0→1 Retention
30-day evolving
75%
50.5%
812 / 1,608
43.1%
22 / 51
47.9%
360 / 752
58.3%
7 / 12 low n
38.5%
15 / 39
—
0 / 1 low n evolving
Month 0→2 Retention
60-day evolving
50%
34.2%
540 / 1,578
39.6%
40 / 101
31.7%
330 / 1,040
23.8%
5 / 21
43.8%
35 / 80
—
0 / 1 low n evolving

Weekly Trends

Past 12 settled weeks for each hero metric, plus the weeks still evolving as of today (dashed line, red shading). OpenLoop's low weekly volume means several points here rest on small samples — read shape/direction rather than precise levels.

Hero Metrics — Alto Pharmacy

Alto is FuturHealth's pharmacy fulfillment vendor (not an MSO) — these metrics track order shipping/delivery performance rather than the funnel/retention metrics used for the three MSOs. Cohort = prescription created date; scoped to pharmacy_id = '4551'. Each metric excludes its own settling window from every period shown, except Canceled %, which has no settling window. "Non-Canceled Orders with a Ship Date" and "Medication Shipped" are the same underlying count.
At/above target (or, for Canceled %, at/below target)Within 1,000 bps (10 pts) of targetMore than 1,000 bps from target
Hero MetricTargetYTDQTDPrevious QuarterMTDPrevious MonthPrevious Week
8/9–8/15
Shipping Time SLA %
3-day settled
75%
60.2%
4,424 / 7,350
77.4%
452 / 584
67.0%
2,398 / 3,577
84.3%
107 / 127
75.5%
345 / 457
97.9%
46 / 47 evolving
Medication Shipped %
7-day settled
95%
97.7%
7,320 / 7,494
95.8%
554 / 578
98.5%
3,577 / 3,633
93.3%
97 / 104
96.4%
457 / 474
87.0%
47 / 54 evolving
Medication Delivered %
7-day settled
95%
88.6%
6,639 / 7,494
85.6%
495 / 578
90.1%
3,275 / 3,633
90.4%
94 / 104
84.6%
401 / 474
46.3%
25 / 54 evolving
Canceled %
no settling window — lower is better
≤5%
9.2%
692 / 7,531
4.1%
25 / 615
7.2%
262 / 3,633
2.8%
4 / 141
4.4%
21 / 474
0.0%
0 / 54

Weekly Trends

Past 12 settled weeks for each metric, plus the weeks still evolving as of today (dashed line, red shading). Canceled % has no settling window, so its full trailing window is shown solid with no evolving shading.
Cohort/evolving logic: Account Created (no evolving exclusion), Consult Created (1-day evolving), Meds Prescribed (7-day evolving), Month 0→1 Retention (30-day evolving), Month 0→2 Retention (60-day evolving). Funnel metrics clip every period's end date to "today minus the metric's evolving days." Retention YTD does the same on the cohort-start window; QTD/Previous Quarter/MTD/Previous Month instead shift the whole cohort window back by the retention lag, so the cells show cohorts that would have hit their renewal milestone during that calendar period. Alto settling windows: Shipping Time SLA % (3 days), Medication Shipped % / Medication Delivered % (7 days), Canceled % (none). Sources: dbt_agg.agg_fh_plus__initial_user_journey (Care Validate / OpenLoop funnel), dbt_agg.agg_fh_plus_subscription_retention (all 3 MSOs retention), dbt_agg.agg_steadymd__initial_user_journey (SteadyMD funnel), dbt_int.int_steadymd_alto__prescriptions filtered to pharmacy_id = '4551' (Alto pharmacy) — queried directly via BigQuery, actuals through 2026-08-17. Previous Week (8/9–8/15) is the last complete Sunday–Saturday week and is intentionally the same calendar week for every metric, so rows can be read side by side; unlike the other periods it is not clipped or lag-shifted, so any metric whose evolving/settling buffer still overlaps that week is tagged "evolving" and shown without a stoplight color. SteadyMD's dedicated tab was removed while that partnership is being sunset — its data still feeds the MSO Overview blend and the Initial Purchases by MSO tables. Snapshot only; re-run the underlying queries to refresh.