Transcript
Janet Harris (00:00) hi, Kyle. Give me just one second. Okay?
Kyle Rice (00:02) Hey, Janet, no worries.
Janet Harris (00:38) Okay. Sorry about that. I am not feeling too hot today, so I’m gonna be off camera and you’re welcome to do the same.
Kyle Rice (00:49) Okay. No problem. I hope you’re feeling better Janet?
Janet Harris (00:52) Yeah. This changing weather starts reminding me my age that’s all.
Kyle Rice (00:57) I was just gonna say, I know it’s been a little bit weird weather week with it being like really warm and then really cold. Again, we got some really bad storms Monday night, some straight line winds. So I appreciate your flexibility yesterday. I lost my internet for a little bit a little bit yesterday. So just wanted to thank you there. Oh.
Janet Harris (01:16) No problem. All right. Let’s go… just to give you a heads up.
Janet Harris (01:25) I’m currently onboarding someone. And so I may mute you as we’re emailing back and forth. I just want to catch her. She is seeing patients currently. So I catch her when I can.
Kyle Rice (01:39) Sure. No problem. So, I have a quick update for the enrollments that you flagged for closure. I believe that was for BCBS in North Carolina. The team is working on closing Lindsay haberman, right now. And then the enrollment specialist wanted me to follow up with you to see if you had received a welcome letter from Myla Chung for us to complete the line there.
Janet Harris (02:03) Have I received it?
Kyle Rice (02:05) Yeah, yes. They just wanted me to check in with you to see if because it looks like it might have went over to the triad email.
Janet Harris (02:13) Okay. Hold on one second. Let me see.
Janet Harris (02:23) And it did… let’s see here. Hold on one second. Is it just easier for me to add it to the platform rather than send it out?
Kyle Rice (02:36) If you want to forward it to me, I can probably get it closed a little bit faster. But if you want to add it to the platform, that should work as well.
Janet Harris (02:42) Yeah, I’m here working on this new person. So I’ll give me one second. I’ll add it on here. Okay? Perfect. Let’s see here. I was trying not to touch anything that you guys were responsible with for. So that’s why… I didn’t add it because I think it just especially in the beginning causes confusion. So just bear with me one second as I get her loaded.
Kyle Rice (03:19) Yeah, no problem.
Janet Harris (03:23) Kyle, while I’m doing this, are they adding her,
Janet Harris (03:33) the second location to the payers that they completed?
Kyle Rice (03:38) I believe. So, what would the, was that the south park location that was supposed to be added? Or can you just remind me which location that was?
Janet Harris (03:45) I think the south park, they already added. I think it was the ballantyne, give me one second to put this in and I’ll be able to see it. Give me one second.
Kyle Rice (03:58) Okay. No problem.
Janet Harris (04:02) You… that did date?
Janet Harris (04:16) Eight… almost there. Hey?
Janet Harris (04:43) No, it looks like they added the, south park 10, it’s the ballantyne that needs to be added and it is on her profile. Also, okay. I.
Kyle Rice (04:56) will, yeah, I’m in contact with the special assistance board. So I’ll make sure that is added as well.
Janet Harris (05:02) Okay. I did add both practices for actually, let me remove that second one, because it wasn’t, it’s not a part of it. So, I’m going to remove ballantyne off of the, off of her blue cross. So it doesn’t create confusion.
Kyle Rice (05:26) Okay. No problem. All right.
Janet Harris (05:29) What else you got?
Kyle Rice (05:32) And then, for, I just want to give you a quick update for Adam wigler, I know the invite status for him was showing, as kind of off track and not showing as the invite accepted. Our engineering team, let us know that there is a bug disassociated with the, the visibility into the invite accepted status. So the engineering team… is investigating effects and I should have an update for you there here shortly.
Janet Harris (05:56) Okay. You have our task lists? Are you going by that? Yes? Do you mind sharing that with me? Yep?
Kyle Rice (06:09) And then I also, I also know that we would renew the renewal workflows for South Carolina, North Carolina and Dea. So I just wanted to, see if we could just review that, as well, if you have any questions there?
Janet Harris (06:25) Oh, for the Dea and, the licenses, is that yes? Okay. Sure.
Kyle Rice (06:31) Awesome. So we have the ability Janet to enable auto renewal for any licenses for your providers, North Carolina, South Carolina or any additional licenses that we’re wanting to renew. So we can opt in individual providers for this or we can select the licenses in entirety for all North Carolina, South Carolina licenses to opt into the auto renewal. And then essentially what this will do is this will allow our intake team to pick up the license renewal request with the start as soon as South Carolina opens the renewal window. And so essentially, the renewal requests are auto initiated as soon as the board opens this. But essentially for provider notifications, they will receive notifications for all licenses, 90 days prior to expiration. So this is any licenses that we’re not renewing. It basically covers their entire license profile in entirety and to include Dea licenses for the Dea licenses. They should also receive these notifications up to 90 days out from the expiration dates. And then they’ll receive weekly reminders every Monday until the renewal has been completed and the expiration date has been updated in platform.
Janet Harris (07:46) Okay. Can you do me a favor and separate those? North Carolina, South Carolina and Dea… in addition to the actually, you have it all there, we can just separate those out because the doctors that don’t have or any clinician that doesn’t have a South Carolina license, we’ll just make them separate documents basically. Okay?
Kyle Rice (08:15) Yeah, sure.
Janet Harris (08:18) Yeah, no.
Kyle Rice (08:19) Worries, I can make that separation for you just for some additional clarity and visibility. So once the renewal window opens, the license line will enter the intake phase with our intake team if it’s not already provided, the intake team will collect the login portal for South Carolina, North Carolina or any other associated license that we’re renewing?
Janet Harris (08:46) Quick question. So like in regards to the nurse practitioners, is that what you’re referring to as far as the logon or?
Kyle Rice (08:55) Yeah, this is for nurse practitioners and physicians.
Janet Harris (08:59) Okay. Well, yeah, you would have to have their login in order to renew gotcha.
Kyle Rice (09:04) Absolutely. And then additionally, our intake team after collecting those requirements, they will send a CE attestation to the provider essentially with the North Carolina and South Carolina requirements saying, hey, dr, smith, your North Carolina license is up for renewal. You know, North Carolina requires just for example, I’m not specifically recalling how much credits they require offhand, but 30 hours of CE in these specific categories. We’re not asking for them to provide any credits, just asking them to attest that they have completed these in order to move forward. So it would just be a tasking there. Can.
Janet Harris (09:42) You just make sure that that’s clear on that just so they don’t… get any anxiety about that.
Kyle Rice (09:51) Yeah, yeah, absolutely. Absolutely. So, it’s.
Janet Harris (09:53) kind of, I’m not familiar because I don’t renew their licenses. I just take their data. Do they have to upload? Or is it that’s all they need to do is tell them I took care of the CE credits. Will they need to take the next step and upload them to the medical?
Kyle Rice (10:10) No. So we are not requiring any uploads of ces, just basically saying, yes, I have met these requirements.
Janet Harris (10:16) No, no, no, no, not medallion. But for the medical board, for instance, you’re not requiring it, but will the medical board, will they then need to go to the medical board and update CE’s or that will be taken care of just by telling you they did it?
Kyle Rice (10:35) So if the board requires ces, we’ll ask them to upload that just to the task. And then our team will take care of any uploading to the portal. So like I don’t believe North Carolina or South Carolina requires any specific cme as part of renewal in terms of uploading. I believe it’s just an application and then they ask for the, and then I believe the application will additionally ask for an adaptation, but I don’t believe any of the credits are required for upload there.
Janet Harris (10:59) Okay. So.
Kyle Rice (11:01) After we move through the intake phase, we collected all the materials required to access the application. The application will move to our licensing team for application population. The licensing team will use the medallion profile for the specific clinician as the source of truth. They will completely populate the application in entirety, and then send it to the provider for review and approval. So they will send a task out with the application just asking for review and approval, and this will be sent to them and the status application sent to provider for review and approval. So for them, either the provider or you, we just ask that you review for accuracy. If it requires any brief edits, we can action the team via tasking and then either that or they can approve the application as is after the application is approved, the application will be routed back to the licensing team for submission. The licensing team will submit the completed renewal application along with payment to any subsequent board, North Carolina, South Carolina or any other state board that we’re renewing. And then from there, that will go to our licensing follow up team, and they will continue to follow up with the renewal application until the board has updated the expiration date. Upon board approval. We will collect a new primary source verification from the board. We will upload that in the provider’s existing licenses and then update the new expiration date as well. From there, the team will mark this as complete. And then the team will monitor and track these until completion. So we just ask that the there’s two tasks that we just ask is just to review the application and then complete the CE attestation.
Janet Harris (12:55) Okay. And.
Kyle Rice (12:56) Then in terms for Dea renewals, we are actually blocked from assisting with Dea renewals at this time and I’ll let you know if anything changes there. The Dea just has a quite extensive multi factor authentication. So we are only able to provide notification of expiration. So they should get those automated reminders on a weekly basis until they renew and update and platform.
Janet Harris (13:19) Okay. If you can just add your renewal process and the frequency for the Dea as well… shoot, I had a question and I forgot what it was that quick.
Kyle Rice (13:34) Hey, Norris. Let me know if it comes to you. Yeah, that was pretty much entirety and I’ll make those edits. We’ll separate out the Dea, and then I can add those Dea notification preferences and as well for some quick edits.
Janet Harris (13:48) Okay. Oh, can you just make sure that, you know, on the Dea that you only send reminders that the Dea will need to be renewed by the clinician?
Kyle Rice (14:02) Yep. Absolutely. Okay. Janet, what else did you want to review for today? In terms of our task list? Anything additional? Any follow up or any questions on the process at all?
Janet Harris (14:15) Can you pull the task list up? Yep?
Janet Harris (14:28) Disabled we go perfect, Adam lindler, in progress. Let’s not remark the workflow completed until we get those documents for the renewal Dea as well as the, okay?
Kyle Rice (14:45) Yeah, no problem. Yeah.
Janet Harris (14:46) Sleep medicine. Do we have any update on that? I?
Kyle Rice (14:50) Don’t have an update as of yet? But I did submit this as a product enhancement with the team and I’m expecting I should have the loop closed on that by end of week for us. Okay?
Janet Harris (14:59) All right. Just so you know, that went from optional to now mandatory. So it looks like they have a deficiency. So if we can get that completed, that would be at least prior to us sending the doing the demo because one of the doctors is on our governing.
Kyle Rice (15:26) Board. Yeah, I remember you mentioned that. So, yeah, I will, as soon as I, as soon as I get some updates from the team there, we can, I will close the gap with you and let you know how many updates. Okay. Cool. Yeah, we removed Malika from invites. I expect Myla Chung, Lindsay and Lindsay haverman enrollment lines to be completed today. And then is there anything else that we should be tracking in terms of our open items tracker?
Janet Harris (15:57) Just a couple things. Can we have? And I know you’ve done it and you may want to wait till we get approval. I have sent my thoughts out to Mary on, the demo that you sent us. Most of the edits were done. The only thing is my email address is wrong. Still just a suggestion and I sent that to Mary as well. Maybe not verbalize the email addresses, just say our names, and then maybe add the email. Both yours and I’s can’t spit it out your email address and my email address on that last page.
Kyle Rice (16:43) Yeah. You know what we could probably do for that, Jana is add that as a slide at the end. Just so just for like additional visibility there, I think I was blocked on a recording transcript from adding the at symbol which I think was kind of silly. So I think there was some discrepancies there with the email address shown on the transcript, but I’m happy to see if we can make any edits.
Janet Harris (17:03) Yeah, and maybe don’t speak it and just put it on that last slide that says, thank you. I forgot what it says. Just add our email addresses if you can to that. I know that you’re kind of, I was surprised that you were able to correct the transcript because a lot of times they don’t allow you to transcribe… as they hear it. Yeah.
Kyle Rice (17:27) Yeah. I was too. I was able to play around with it and make those edits. I was happy to get those done for you guys. Anything else top of mind for the tracker Jana?
Janet Harris (17:37) Yes. Can we do actually in along lines with that? Once we get the demo for the governing board done, we need to talk about how like a new hire would be like we would be able to use that same demo for existing physicians. But for new people, some of the things that you went through going through what they need to complete mandatory fields for enrollment only so that we can have that to give to them. And one thing is we need to talk about when the exchange for new people will happen. Like, I know I’ll still be doing the certificate of insurance. So when does medallion take ownership of those profiles once I upload, and that’s something you don’t have to answer me right now? That’s just something that if we can add that to the tracker like you just did, and then we can figure out so that as we’re working on getting our… current doctors onboarded, we can or excuse me, and then well, really onboarded in medallion, we can also look to start adding new hires as they came as they come. We can’t do that right now, but eventually that’s going to be, you know, we’re going to flip that switch. I just, we need to know when medallion will take.
Kyle Rice (19:16) over. Yeah, yeah, absolutely. And we should.
Janet Harris (19:19) Probably do some type of flowchart just so that we have that on record. Once we figure it out. I don’t expect you to try to do that now because you’ll only have to change the document 50 times. So if we can just do a flowchart of that workflow, that would be great. And that may be something that I can… maybe not the work the flowchart but actually the workflow I can share with the new hires as we add them on. I need to figure out when I introduce them to the platform. A lot of the information that you need. I will already have because I need it for their certificate of insurance. If we can also address in the new hires. Like I had one today that didn’t have a caqh profile. Do you guys, I see there’s buttons, but I’m not sure what the buttons mean. Do you assist them with getting a caqh profile or do I still need to have them get that profile completed prior to us turning that over to you? I?
Kyle Rice (20:34) Believe we just need a caqh login and the team can kind of assist with backfilling any of the data there. So I believe we would just need an established login for them, Janet, for any new hires. Okay? So.
Janet Harris (20:44) They’re going to caqh profile. So they need to set that up. Okay? I will tell you Kyle, and I think I have it. I’m going to forward it to you. I don’t know when it happened. It could have happened before we talked about it, but I had another provider that I went in to update her information. And someone added in their location field, the medallion enrollment email for a contact person. And so, I’m not quite sure why they did it again… it may have been before we had the discussion, but they really should not be. If medallion’s rule is they can’t go into the caqh and can’t assist with it until those agreements are signed. They really need to not be in those provider’s profile prior to that, and they certainly shouldn’t be adding any information in there. Yeah.
Kyle Rice (21:54) Absolutely. Janet, if you have the example, then I’m happy to take that back here and see what we can do there.
Janet Harris (21:58) Okay. So I’m going to forward that to you?
Janet Harris (22:07) All right. Let’s see what else we have here. I wanted to verify and make sure and I need to do that. On my end, I created a Gi team so… that Cassie… I think you switched her over to something where she could view only. I just need to verify that she can’t see dates… of birth and social security numbers. So I will have either her or Whitney log on and take care of that. Once that I can verify that happens. I can build other teams. But as it stands right now, we have a different medium for them to be able to see some of the information I wanted to share with them from the profile. So we may not have additional users. I do have a credentialing person starting next week. And so what I’m going to do is we’ll talk probably the following week depending on how our schedules work. She’ll start attending these meetings with me and you. And so that we have another person, I’m also having her audit me to see what we’re missing so that we can get some clean reports. I’ve been going through the enrollment… how you should. Oh, that’s what I wanted to ask. You. Give me one second. Sure how much time we got here.
Kyle Rice (23:51) If we went.
Janet Harris (23:53) To, are you in medallion? I am, you don’t have to share your screen with me. But if we can just talk through it, if I went to under the medallion logo under the payers tab, and then enrollments… yes. If I add an enrollment for the group or excuse me for the provider? No, I think I checked it and we could not okay… it’ll, only add it to the group. So when I add it to the group, it’s not going to add it to each individual. We still have to do that manually.
Kyle Rice (24:33) I believe so. Yes.
Janet Harris (24:35) Can you just, I think that was something? Can you check to see if there’s a way for us to do the group? Because we’re signing on several, contracts in which we’ll do the credentialing up front. At least as of right now, and I don’t want to use those man hours to do all that individually. If there’s a way for us to, take care of each, you know what I mean? Do a selection? Yeah, versus.
Kyle Rice (25:03) Like an individual ad because that would be quite a lot. Yeah. Let me double check on that. Janet. I just added that to our tracker as well.
Janet Harris (25:09) Okay. And maybe we can put on the agenda to discuss the API keys, sure, that sounds like a great feature. But maybe next week we can walk through, how we can utilize that, and what would be available for us to, take care of that. I see that they changed gender affirmation from, or they’re going to change it from optional to, mandatory. And I’ve already gone through, and done that and so that we should not have any holds on those. There are several caqh profiles that appear to be, expired, that’s not the case. But since this, onboarding is taking so long, I cannot keep going back into, medallion and adding these extra days because I think I’ve been through three sessions, at least two sessions of updating their profiles. So, once we’re on, they can certainly update that information, but I, it, it’s just too many man hours to try to keep up with these things. In between, I have my, spreadsheet and so, I know that I don’t have anybody who is, has expired. And like I had those 70 re, cred, providers for blue cross. So I’d go because they have to have their caqh updated within 30 days and they’re going through re, credentialing.
Kyle Rice (27:01) Yeah, right. 30 days of submission for, the new caqh except we BCBS will just pull the caqh for the application, correct?
Janet Harris (27:08) Correct. So, I’ve updated on caqh, but I have not gone back to medallion and updated that’s just way too many, man powers, hours in order, to do that. So, if there’s someone in particular that they’re looking at, I will certainly do that. But right now, I don’t believe there’s anything that you guys are doing for our clinicians, that would require, that to be completed, okay?
Kyle Rice (27:38) Perfect. Yeah. Just let me know how I can help there. We can definitely get those squared away for you.
Janet Harris (27:41) Okay. And I think that was it, unless you had something for me? I.
Kyle Rice (27:52) I just had one last thing. I think our meeting, our weekly meeting series with Mary might have fallen off. I just wanted to check in with you.
Janet Harris (27:59) No, she did not want to make weekly meetings.
Janet Harris (28:02) We were going to schedule a meeting once we’ve approved the demo, I believe. Okay. So she, in our last meeting with her, did not want to schedule that until we got the demo, finalized… she does have it. She’s on vacation this week and so she’ll go back through it and get back to you at some point next week. Okay?
Kyle Rice (28:28) Perfect. That sounds like a plan. And then Janet, I know we have our next touch point. I just want to make sure this still works for you. I know you have someone newly onboarding does our Tuesday series at 11 a M eastern. I think our next call is on the 20 fourth still work for you?
Janet Harris (28:45) It does right now. However, I may have to cancel that. I have to be in the office that day. And so I may be traveling at that time. If we want to make it earlier. I can probably do something, but I have to traffic is a bear here and I’m about an hour, 40… minutes, but an hour to hour and 20 minutes in traffic, so.
Janet Harris (29:15) We can certainly, I can meet earlier later may not work as I have an in person meeting in the office. So.
Kyle Rice (29:27) I could do with 10 a. M, work for you by chance or do you want to see, want to keep the 11 o’clock and just kind of let me know they?
Janet Harris (29:34) Work better if by chance, that doesn’t work… I’ll do my best to let you know ahead of time. But 10 a M would work better. Okay? On that particular day. We don’t have to change them all just that particular, no.
Kyle Rice (29:49) Problem. I’m happy to make that change. I’m updating the calendar invite now to 10 a.
Kyle Rice (29:54) M on the 20 fourth and just let me know if anything changes and we can make some updates and go from there just to make sure we get a good touch point that week. Okay?
Janet Harris (30:02) Okay. And I think that was it. I can’t think of anything else I’ve been trying to do better with keeping hold of… what we have going on. So… I think that’s it. Unless you have something for me, I will forward you a copy of what was inputted in that practitioner’s or that clinician’s profile. If we can just please ask them, I am trying my best and it’s not a Janet thing. I am trying my best for them to have a positive experience. And so they see you guys on there prior to… them signing there. It just doesn’t I don’t want to get back to where we were. I’m hoping to move forward. And so I say that in a spirit of collaboration and trying to minimize any backlash we get. So, for.
Kyle Rice (30:58) Sure. Yeah, absolutely. The spirit of partnership and just let me know what we can do to keep you guys going onward and upward. And then I hope you’re I hope you’re feeling better today, Janet. I know the weather has been a little bit wonky. So hopefully, if we get some rest you need and start to get on the mend here. All.
Janet Harris (31:17) Right. Sounds good. Doesn’t matter. Still gotta work. Doesn’t matter that’s.
Kyle Rice (31:21) right. I know that’s right? All.
Janet Harris (31:23) Right. Well, you have a wonderful day. Thanks.
Kyle Rice (31:25) Janet, you do the same. Take care. Thank.
Janet Harris (31:27) You, bye.