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LUMETRA HEALTHCARE SOLUTIONS

NEW HYDE PARK, NY · EIN 942918600 · Form 990 · FY2023 · Medium ($1M-$10M) · lumetrasolutions.com
revenue
$1.1M
expenses
$1.7M
net assets
$-3.3M
employees
6
volunteers
5
mission · from form 990

TO DRIVE THE ADVANCEMENT OF THE HEALTHCARE BUSINESS THROUGH EVIDENCE-BASED, RELIABLE SOLUTIONS AND TECHNOLOGY.

profile · synthesized from sources

Lumetra Healthcare Solutions is a healthcare consulting and analytics firm that supports providers in adopting and optimizing electronic health records (EHRs) and meeting regulatory requirements. The organization offers technical assistance for meaningful use attestation, HIPAA compliance, chronic care management, and value-based care transformation. It serves healthcare providers across California, particularly those participating in Medicaid and Medicare programs.

named programs · 4 · from sources

What they call their work

California Technical Assistance Program (CTAP)
Provides free technical assistance to eligible Medi-Cal providers for EHR implementation, meaningful use attestation, and health information exchange
Clinical Analytics
Offers data analysis, benchmarking, and reporting services to support quality improvement and regulatory compliance
Consulting Services
Delivers fee-based services including EHR optimization, HIPAA security and privacy, chronic care management, and healthcare transformation
Independent Peer Review
Conducts external clinical reviews using a panel of over 250 physicians to evaluate quality of care in accordance with evidence-based standards
activities · 4 groups

What they do

  • Health Information Exchange Support 4 activities
    • Capacity building for Meaningful Use attestation
      Worked with over 1,200 healthcare providers to achieve Meaningful Use attestation by supporting EHR selection, implementation, and performance analysis, along with recommending targeted improvements.
    • Provide free health IT and EHR technical assistance to eligible providers
      Provides free technical assistance to eligible healthcare professionals in California for adopting, implementing, and optimizing certified electronic health record (EHR) technology, including support through all stages of Meaningful Use. Anticipates enrolling over 1,000 providers through the California Technical Assistance Program (CTAP) as the Local Extension Center for Northern California.
    • Support healthcare providers with EHR optimization and workflow redesign
      Provides consulting and technical assistance to help healthcare providers optimize certified EHR systems, including practice assessment, implementation support, workflow redesign, and troubleshooting across more than 40 certified EHR platforms. Engages in rapid-cycle improvement methods to enhance quality and efficiency.
    • Support provider attestation and incentive program compliance
      Assists healthcare providers with attestation for the Medi-Cal EHR Incentive Program and Meaningful Use requirements, including managing submissions, tracking progress, and ensuring timely reporting. Examples include multi-year support for Open Door Community Health Centers and Contra Costa Health Services.
  • Medical Staff Credentialing & Advocacy 1 activity
    • Conduct independent peer review through a national physician panel
      Operates an accredited Independent Review Organization (IRO) and maintains a panel of over 250 board-certified physicians across nearly all specialties to evaluate medical cases for clients nationally and internationally. Recruits, manages, and coordinates external peer review activities as part of URAC-accredited services.
  • Data & Technology Capacity Building 1 activity
    • Deliver clinical quality improvement and data analytics services
      Provides clinical, analytical, and technological services to improve healthcare outcomes, including clinical quality improvement, data analytics using claims, enrollment, pharmacy, and clinical registries, and application of advanced statistical techniques. Employs expert SAS programmers and applies internationally accepted statistical parameters to validate and analyze healthcare data.
  • Uncategorized 1 activity
    • Conduct evidence-based research and benchmarking for healthcare quality
      Conducts evidence-based literature reviews, identifies best practices, establishes benchmarks for healthcare data tracking and reporting, and performs scientific analysis of clinical data to support quality reporting, process improvement, and study development for clients.
financials · form 990 · fy2023
revenue
Total revenue$1.08M
Contributions & grants$00%
Program service revenue$1.07M100%
Investment income$30%
Other revenue$2K
expenses
Total expenses$1.68M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$576K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$2.13M
Cash$1.84M
Investments$0
Liabilities$5.47M
Net assets$-3.34M
Liquid reserves13.2 mo
5 years on record · 2019–2023 · YoY revenue -22.1%
leadership · form 990 part vii · fy2023

Who runs it

paid leadership · 10
NameTitleHours/wkCompensation
THEODORE O WILL EXECUTIVE VICE PRESIDENT 0 $877K
HARRY M FEDER DIRECTOR THRU JAN 2024 0 $691K
CLARE BRADLEY POLLET MD DIRECTOR 0 $549K
ALAN WOGHIN DIRECTOR 0 $437K
CECILIA RAMOS EXECUTIVE DIRECTOR 40 $188K
PATRICIA DANIEL VP CLINICAL SERVICES 20 $115K
JOHN A FRIEDMAN MD PRESIDENT 0 $11K
PAUL J ROWLAND TREASURER 0 $8K
RONALD A PAYNTER MD SECRETARY THRU APR 2024 0 $4K
JEAN ANN SEAGO PHD DIRECTOR 0 $750
board members · 1
  • MATTHEW ROBERTS — DIRECTOR
relationships · 20

Who they work with

  • Alliance of Technology and Women Partner — Kimbelee Snyder is the founder and former president of the Alliance of Technology and Women.
  • California Health Information Partnership and Services Organization Partner — Contracted partner in delivering services for the California Technical Assistance Program (CTAP).
  • California Health Information Partnership and Services Organization Partner — Partner in the California Technical Assistance Program (CTAP) to support Medi-Cal providers in meaningful use of EHRs.
  • Contra Costa Health Services Partner — Client organization assisted by Lumetra with 2016 Eligible Provider attestation
  • Department of Health Care Services, Office of Health Information Technology Government — Receives funding and program direction from the Office of Health Information Technology within DHCS for CTAP.
  • HIPAA Watchdog Partner — Recommended provider for ongoing HIPAA security risk assessment and monitoring services.
  • Health Net of California Partner — Patricia Daniel served as Assistant Vice President and Regional Director at Health Net of California prior to joining Lumetra.
  • Health Services Advisory Group Partner — Kimbelee Snyder was Director of Healthcare Informatics at Health Services Advisory Group, the Quality Improvement Organization for California, before joining Lumetra.
  • IPRO Partner — Non-profit 501(c)(6) entity affiliated with IPRO, a national healthcare assessment and improvement organization based in New York.
  • Long Valley Health Center Partner — Partner organization supported by Lumetra during the Meaningful Use Incentive Program
  • MNHC Partner — Additional client of Lumetra Healthcare Solutions
  • Northern California HIMSS Partner — Participated in and sponsored events including the Innovation Conference and CxO Summit, collaborating on health IT education and networking.
  • Object Health Partner — Collaborates with Object Health as a contracted partner to deliver CTAP services.
  • Object Health Partner — Partner in the California Technical Assistance Program (CTAP) to support Medi-Cal providers in meaningful use of EHRs.
  • Open Door Community Health Centers Partner — Client receiving attestation support services from Lumetra Healthcare Solutions
  • Project Open Hand Partner — Staff volunteered at this nonprofit, supporting its meal delivery services for vulnerable populations.
  • SAIC Partner — Damien Mar Chong previously worked at SAIC before joining Lumetra.
  • Stanford University Partner — Damien Mar Chong previously worked at Stanford University before joining Lumetra.
  • URAC Government — Accrediting body for Independent Review Organization status
  • URAC Government — Lumetra Healthcare Solutions is URAC accredited as an Independent Review Organization
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Evidence-Based Independent Peer Review
    methodology: independent_peer_review
    By conducting remote, anonymous clinical reviews using peer-matched clinicians, Lumetra ensures unbiased, high-quality evaluation of care because anonymity and clinical alignment reduce bias and protect reviewer independence while maintaining scientific rigor.
  • Integrated Clinical-Analytical-Technological Approach
    methodology: integrated_clinical_analytical_technological_approach
    By combining clinical expertise, data analytics, and technology, Lumetra improves healthcare outcomes because this integrated methodology enables more accurate, evidence-based decision-making and reduces systemic complexity in healthcare delivery.
  • Value-Based Care Transformation through Health IT and Workflow Integration
    methodology: value-based-care-transformation
    By aligning health information exchange solutions, staffing analysis, and workflow redesign with EHR adoption, Lumetra enables value-based care transformation because integrated technology and human processes improve care coordination, reduce costs, and enhance outcomes.