Transcript
Kari Simonsen (00:00) hey, Ray. How we doing?
Gregory Campbell (00:43) Hey, Connor.
Connor Morley (00:45) Hey, Greg. Hey, Ray.
Kari Simonsen (00:47) Bye.
Connor Morley (00:49) Where is Jack?
Connor Morley (00:56) I have not heard anything back about delegated agreements.
Gregory Campbell (01:03) Yeah, I haven’t either. The last update I had is they were working on getting it in contract, but we’d be curious to know how many they end up landing on because we were saying quite a few, but we won’t get started until it’s officially in contract.
Connor Morley (01:26) Yeah. I know this got escalated all the way up to the exec team because they did not include delegated agreements in the contract. Oh, well, all right. I’m going to let everyone in.
Connor Morley (01:50) Hey, everyone.
Kari Simonsen (01:55) Hey, how’s it going?
Connor Morley (01:57) Good. How are you guys doing good?
Kari Simonsen (02:00) Happy Thursday.
Connor Morley (02:02) Happy Thursday. Okay. I wanted to just touch on, I know last week, we talked a little bit about the credentialing committee workflow. Yep. Did you have any questions for that? We have essentially two questions, two committee pathways.
Connor Morley (02:24) One clean files will either be routed to Cary or Allie and the other ones, the needs issues or needs attention file will be routed to the exec board. And then once they’ve approved it, it’ll go right now. I have it as going to Cary, but I can always change it to go to Allie instead.
Kari Simonsen (02:45) Yeah, I don’t think I have any questions. I see we have some files that are ready for approval. So I’ll be going through that process here hopefully today. And then I’ll let you know if I have any questions, but seems pretty straightforward. Okay, perfect.
Connor Morley (03:03) And just wanted to check on how the provider profiles are coming. It looks like a lot of them are looking honestly pretty great. I’m seeing a lot of green checks here, which is always nice to see.
Kari Simonsen (03:17) Yeah, we still have a few stragglers. I have our medical leadership team helping me push these along. Let me look at my notes… here.
Kari Simonsen (03:41) We have about 18 words… not too terrible. Not exactly where I wanted to be, but we have a few providers that are out as well. So, just trying to track them down, get them to finish that up. Now that holds us back from being able to start which process. So, if.
Connor Morley (04:10) the provider has not signed an agreement… sign the agreement. It does hold us back from doing all requests. But with where you are right now, in terms of like, how many of the providers have… signed on, like, we should be completely okay with credentialing. And if you have… packets that are ready and it looks like they’ve been approved and a lot of them are looking pretty clean… we should be good to start moving them into the committees. It’s just for those providers that have not signed an agreement, we’ll just have to assign a task to the org admin to get them logged in and agree to those attestations.
Kari Simonsen (05:08) Okay, great. So, it’s just impacting those individual providers, this point of the whole group. Yep. Okay, perfect. Just want to make sure, cool. So we’ll keep hounding those remaining stragglers and get that wrapped up. But yeah, in the meantime, let’s keep moving forward with the rest of them. Okay? Cool.
Connor Morley (05:28) That’s good. Jack, did you want to discuss or give an update on PE?
Gregory Campbell (05:39) I do not have an,
Connor Morley (05:40) update?
Kari Simonsen (05:45) Okay. I did have a few things. Sorry… I have way too many tabs open. So there are a couple of locations that we’ve loaded that. Sorry, of course, my dog’s going to chime in now that we have since closed out. So, we need to remove them from the system, but I couldn’t figure out how to do that.
Connor Morley (06:11) You want to remove some locations?
Kari Simonsen (06:13) Yeah, or just mark them as inactive or?
Connor Morley (06:17) Yeah, we can, I mean, I have the ability to remove them if you’d like, let me just go in because I do want to see if there’s anything I can do to give you all access, to remove those. But… if you need to remove any Greg, I think we can just always submit a ticket and we can remove those for you.
Gregory Campbell (06:40) Okay. One thing I’ll note on that Carrie is if the group that you’re looking to remove is associated with any existing enrollments in platform, our platform won’t allow us to delete it right away. We first have to remove the group from any enrollment. So, like if there’s a provider that’s enrolled with a payor and that group is listed, it would cause an issue in removing them. One thing that can be done in the interim is you’re able to go in and change the name of the practice to whatever, or group to whatever it is dash inactive. And then like the date that it became inactive, that’s something I’ve seen customers have success with in the interim while we’re unlinking the group or practice from enrollments.
Kari Simonsen (07:25) Okay.
Kari Simonsen (07:30) Let me see. Okay, I just wasn’t sure because these are the last two practices that aren’t at 100 percent. So, would I have to get them to 100 percent and then put that note in or?
Gregory Campbell (07:42) Oh, no, you can do that at any time.
Kari Simonsen (07:44) Okay.
Connor Morley (07:45) I.
Gregory Campbell (07:47) can I’m going to hijack the role to be an admin and happy to share screen if you’d like unless there’s any other topics that are more pressing?
Kari Simonsen (07:57) Nope. You’re good. Okay.
Gregory Campbell (08:00) Sweet. So I’ll go ahead. So you said practice locations?
Kari Simonsen (08:07) Yes.
Gregory Campbell (08:09) So, maybe, yeah.
Kari Simonsen (08:11) Vancouver waterfront, and where do we go? So we go? Yeah, you’ll see the two that aren’t at 100 percent?
Connor Morley (08:17) Okay.
Gregory Campbell (08:19) Vancouver?
Connor Morley (08:21) Yeah.
Gregory Campbell (08:21) If there aren’t any existing enrollments for these, it would be a quick deletion but we go ahead and double check… does have some providers here. I’ll just rename to inactive. And then as of today or maybe another date, yeah.
Kari Simonsen (08:39) You can just use today’s date that’s fine.
Connor Morley (08:41) Perfect.
Gregory Campbell (08:54) Let’s see. Sorry… the other one was, I’m sorry?
Kari Simonsen (09:03) Lake oswego or let me know?
Gregory Campbell (09:06) Yeah, that one’s been changed and then there.
Kari Simonsen (09:09) Was, oh, the Vancouver waterfront.
Gregory Campbell (09:11) Okay. Perfect. Thanks so much. Yeah, I’ll go ahead and rename these and look into deleting them for you cool.
Kari Simonsen (09:19) Other than that, I think there was, we had one provider who was having issues.
Kari Simonsen (09:30) Setting up their account. They couldn’t get in. They had to do a password reset, but I think I sent that over to you. Connor, was.
Connor Morley (09:40) it hunter Clark?
Kari Simonsen (09:41) No, this was Jennifer Griffith. Okay. Yep. Yeah. Just wondering if we had any updates on that?
Connor Morley (09:51) Yeah. This is hunter… Clark. Looks like it was all completed.
Connor Morley (10:08) This one looks… like it is an alias issue. So… I just want to double check.
Connor Morley (10:36) If it’s an alias issue, what we can do is we can add in essentially like an alias… to fix it.
Gregory Campbell (10:51) And let.
Connor Morley (10:52) me take another look. One second. So, when.
Kari Simonsen (10:58) you say alias issue, does that mean that there’s probably like a secondary account or somewhere?
Connor Morley (11:03) Yeah. Okay.
Connor Morley (11:10) But it looks like they were able to log in and they did not see.
Connor Morley (11:30) Let me follow up with the support team on this. Okay. Give me one second.
Connor Morley (11:44) Okay. They, all right, let me follow up with the support team and they can reset her password for her because… it does not look like that password reset actually got sent out to her again. Okay? Cool.
Kari Simonsen (12:05) Yeah. Other than that, I was trying to figure out where I can see… like the provider’s effective date with zoomcare, and like their termination date, if we need to term a provider, where we would enter that in.
Connor Morley (12:27) Yeah. Let me share my screen really quickly. So are you looking for like a report or do you want to look at an individual provider and how to do that?
Kari Simonsen (12:39) Actually, both would be great, but like if we have a provider leave, like how are we reporting that to medallion?
Connor Morley (12:45) Yeah. So for, let’s say, for example, I’m just going to pick a random provider, we would go into their profile, and then I always forget if it’s in professional info or professional history, but there is a termination date field.
Kari Simonsen (13:04) Okay. So we put it underneath their zoomcare employment specifically… what’s that? So that would be under their zoomcare employment history. So, in.
Connor Morley (13:20) The provider profile in professional info, termination date, you’d enter that there. And then Rae, correct me if I’m wrong, but after that, we would need to deactivate the provider. If the term date is say like today.
Kari Simonsen (13:37) Yep. That’s correct. Okay. Cool. And I figured out how to do that… deactivate them and then to run a report, what would that look like?
Connor Morley (13:48) Yep. We can go to report builder. Go to providers full name, mpi. I’ll just pull in two of those and then… start date and term date. Okay, pull those two in and then you’ll be able to see and just export this report. And then if you want to save this and have this run on like a monthly basis or however often you’d like to run it, you can just have this shared with all zoomcare admins or just yourself.
Connor Morley (14:25) And then if you’d like to run it quarterly, you can set up that report cadence and it’ll be emailed to you to your email associated with medallion. Okay, great. Cool.
Gregory Campbell (14:40) Thank you. Yep.
Connor Morley (14:42) No problem. Let.
Kari Simonsen (14:45) Me see. I think that’s all that I had.
Kari Simonsen (15:02) Allie Austin. Any questions or issues on your end?
Connor Morley (15:07) No, I don’t have any. Okay. Perfect. That’s all I had for today. And then just a heads up the… appointments tab which is for like tjc credentialing has been renamed to privileging, but it sounds like we’re not going to be using that at this time right now. Yeah.
Kari Simonsen (15:33) There’s no, we have no eta on that.
Connor Morley (15:36) Okay. No worries. Cool. All right. Well, thanks everybody.
Kari Simonsen (15:45) Thank you. All right. Take care. Bye now.