Transcript
Niccole Russell (00:00) hey, Connor. How are you?
Connor Morley (00:02) Hey, how’s it going? I just saw like I saw your request. I can get to it like later tonight. That’s fine. I.
Niccole Russell (00:12) just put it in there. So I didn’t forget because I started to go ahead and add it for us. But then it was like lines of business and I’m like, well, I haven’t really gotten into if it’s just medical behavior. I haven’t really gotten into that, so.
Connor Morley (00:25) Yeah, no worries. I’ll take a look at that. Okay? Later tonight. Probably… I’ve just been calling today almost Friday because it’s been one of those days you?
Niccole Russell (00:39) Wish it was.
Connor Morley (00:40) Yeah, I,
Niccole Russell (00:42) get it. Hey, Rachel.
Connor Morley (00:44) Hey, Rachel.
Niccole Russell (00:46) Oh, can’t hear you?
RachelsiPhone (00:53) Okay. So, I have to make my phone unmuted because my microphone just won’t work. Sorry.
Niccole Russell (00:59) No.
RachelsiPhone (01:03) Now.
Niccole Russell (01:04) I did have some issues. So you may want to look into your apps and make sure that you granted zoom microphone access.
RachelsiPhone (01:12) Yeah. We did like our it Guy came and like messed up because I couldn’t get teams to work and when teams didn’t work like zoom did, but then they reconfigured everything to get teams to work and then, but it still didn’t work very well. Like they gave me a microphone. I have a literal microphone sitting at my desk so that it will like hear my voice. So I don’t know it’s just technology. Oh.
Niccole Russell (01:38) Yeah.
Connor Morley (01:41) No worries. I don’t have a lot to go through today. We, thanks for sending over the provider enrollment information. I know that we talked yesterday, and that you guys are still working on the group enrollments, right? So.
RachelsiPhone (02:04) I asked Norma about that because I’m like, I know of one group enrollment and that was the mercycare one and I don’t think we actually have any others, right? Norma, so maybe mercycare is the only group enrollment, correct?
Norma Mendo (02:17) That’s the only group enrollment. Everybody else is individual.
Connor Morley (02:21) Oh, okay. So.
RachelsiPhone (02:22) I guess I did. Okay.
Connor Morley (02:24) Yeah, no, I mean, no worries. I was just like when I saw that and I only saw mercycare. I had to click. I was like, I just had to double check, but like, if that’s the only one you tell me that’s it, we’re all set there.
RachelsiPhone (02:38) Totally understand. And it’s interesting because mercycare, it’s a group for the therapy institute, but the same contract like the same organization is not a group over at the two buildings over. It’s not a group. So they’re like mercycare is a group for one building, but like the other way for the multi specialty clinic. So it’s address specific… got.
Connor Morley (03:07) It. Okay. And that’s fine. I mean, we can call that out as well within the group enrollments. What address is it specific for? Did you say it is specific for the multi specialty clinic? No?
RachelsiPhone (03:19) It’s yeah, it’s specific for the therapy institute, which is like five eight, one five. I think, correct. Yeah, I think I put it on there, didn’t I did, I put that. Yeah. So, the therapy institute address is on the spreadsheet. Okay?
Connor Morley (03:35) Got it. Okay. Five, eight, one, five, or five, eight, five five?
Norma Mendo (03:43) Five eight, one five. Hold on one five.
RachelsiPhone (03:45) It’s one five, five, eight, one five.
Connor Morley (03:48) Yep. No problem.
Norma Mendo (03:49) Okay. Five five is a dental, right? Yeah.
Connor Morley (03:52) Yeah. Sorry, I was just wanted to confirm… trust.
Norma Mendo (03:56) Me as much as Rachel and I do these and put these addresses we still like have.
Connor Morley (04:03) to.
RachelsiPhone (04:04) think they’re all right next to each other, five five six five, whenever.
Connor Morley (04:11) Someone gives me a number I’m like I just have to read it back to you. So I don’t mix them up and I was like looking at your practice addresses too, and they’re all like next to each other. So I’m like, okay, I really want to get this one, right?
Norma Mendo (04:24) Yeah. And then also, since we’re on here, we have three, four new providers and I think one of them we added yesterday, I’m adding on the other three today and we were all excited Rachel and I, that we added our first one there and I was excited on how easy it was. And then I wanted at the end after like 10 minutes, like, are we done? Like, my God, so we were very excited but I’m putting the other three in, so.
Connor Morley (04:52) Yep. I saw those. Actually, I did just want to call out like they’ve been added, right? Yeah, they’re in the system. And then I looked as well. They were both invited… but do they have caqh profiles?
Norma Mendo (05:08) Well, I here’s a question I have. Okay. So I can look up the caqh profile in the caqh manager and pop a caqh that’s not matched to the address that we have. I haven’t entered anything. So there’s no matching. So if you want us to, if I want, if you want me to do that and just look up the caqh manager and put a number there that connects with the doctor, that’s easier. It’s up to you.
RachelsiPhone (05:40) Absolutely. Do they have them though, Norma, I think the question is, do they?
Norma Mendo (05:44) Have them. I didn’t check Rachel, but I think we talked about it. Usually the steps that I do cqh is one of them that I put in the number, but again, it doesn’t get verified until the doctor starts putting in the information and verifying that is his number. Keep in mind that some of these doctors don’t even know that they actually have one. So what happens is I look it up on the manager because I have an account and I find it. And what I do is I send it back to the doctor and say, hey, you said you didn’t have one guess what you do have one. So we need you to start resetting that password and figuring it out so I can enter the location that’s how it used to work. So you tell me what is the simplest way for both to do it?
Connor Morley (06:36) So here’s, what can be done? I mean, like what I would say is when you’re like onboarding a new provider, ask for a caqh id, social security number, and whatever other information you need, you can tell them like, hey, you can put in a lot of this in medallion, and then also ask them is their caqh profile up to date? Because what you can do within medallion is you have the ability to link their caqh id right here and you don’t have to pull in all of the information that’s on their caqh profile. You can pick and choose if they tell you like something’s out of sync and you don’t want to load that, we can just not load that. You can actually choose what to pull in from this data imports section. So, if they have like an address that’s not accurate, and you want to pull in all their other information that is accurate, it is a little helpful to start the linking of the caqh profile right here, and then pulling in that information and asking them to review the profile and make sure everything looks correct both in medallion and their caqh for.
RachelsiPhone (07:41) The caqh, do you need both their number and their password?
Connor Morley (07:47) To pull data in from caqh, we just need their id and their social security number, and their last name.
RachelsiPhone (07:54) Could we test that out with dr Cruz? Yeah, why?
Connor Morley (08:00) Not.
RachelsiPhone (08:03) I assume we have his social security, right?
Norma Mendo (08:05) Yes, I do. Let me look that up. I don’t have the social for dr slack.
Connor Morley (08:12) Seferino Cruz? Yeah. So if we go to data imports, the one thing I will say, the integration does take like a couple of hours, so I can link it right now. But then I would say like take a look in about like a couple hours and it’ll ask you to view the information, and then it’ll prompt you what information do you want to click? And I can, I,
Norma Mendo (08:38) think, I think Seferino Cruz, I did enter the location. I think that is all updated on him.
Connor Morley (08:44) Okay. But if you want to link the link, their ceqh profile and pull everything in. Like we can do that, right? We can do that.
Norma Mendo (08:54) Yeah. Let’s do that. Okay? So let me just give you social holdup. All right. Okay. So… eight, six, oh three… six, six, one, five, four four.
RachelsiPhone (09:22) And the caqh number is one, six, six, seven, four, six, seven one.
RachelsiPhone (09:34) It’s okay.
Norma Mendo (09:39) So, I’m just going to check on the other one as you’re speaking here. Hold on… one moment.
Connor Morley (09:56) Okay. And then once the accounts been linked… well, we’ll need to just review the data and review what data you want to pull in. You can pull in all of the data or you can pull in only a handful. But essentially what it’s going to look like. And I’m wondering if I can show you on another provider really quickly.
Connor Morley (10:22) Yeah. So it’ll be like instead of like the link, your caqh profile will be review and add data so you can click on this and then it’ll show, you know, what data do we have in medallion? So it looks like they corrected some of these fields from caqh, which is completely fine. You can pick which one you want. If there’s nothing in medallion, it’ll just be blank and you can click that option too. You can also, you can just say like, no, I don’t like… I just want to keep what’s in medallion, if it’s blank or not. So there, and then you would just collect, click this import selected fields and continue if there, if there’s only selected selective data that you want to pull in from caqh?
RachelsiPhone (11:07) Okay.
Norma Mendo (11:08) Got it. All right. Let’s just see if I have hold on.
RachelsiPhone (11:19) Is there a report that we can run to find out who hasn’t tried to access their invite yet?
Connor Morley (11:27) Yep. So you can actually go to this members tab, and then we can look at invite status right here. So you can just look at invited and see all the providers that are not invited or have not accepted their invite. If they’ve accepted their invite, they’ll be in this invite accepted bucket. And then there shouldn’t be anyone and not invited. But I, well, it’s always helpful to double check. These were all deactivated.
RachelsiPhone (11:58) Yeah.
Norma Mendo (11:59) We.
RachelsiPhone (11:59) found some as we were going through cross checking one list to another. We’re like those people aren’t here anymore so that’s.
Connor Morley (12:09) just one way to do it. The other way is to look at this date joined. And what’s nice about looking at it on this screen… is that you can actually export this list to a excel file and it’ll be emailed to your email. So you can also look at not signed up in this date joined column and.
Norma Mendo (12:29) that’s under the member side.
Connor Morley (12:32) This. So this one’s under providers directory. You can also look at it in member in the members view. Okay?
RachelsiPhone (12:39) In the directory, is there a way to change the column? Like I don’t have date joined in there? Unless I haven’t scrolled over far enough, maybe I just haven’t scrolled over.
Connor Morley (12:48) I would try to scroll over a little bit, but I can also just hijack your user. I see.
RachelsiPhone (12:55) Date invited. Okay. Here’s, the date joined so I can export it. Would I be exporting this whole?
Connor Morley (13:04) Yeah, you would be so hang on one second. So.
Norma Mendo (13:09) I did find a caqh for dr Bryce, just to let you know.
Connor Morley (13:12) Yeah, you’d be exporting the whole.
RachelsiPhone (13:16) That’s fine. That’s great.
Connor Morley (13:18) And then you can filter and sort by date joined. Okay?
Connor Morley (13:31) Perfect. Because.
RachelsiPhone (13:32) I think we’re going to start sending out a second round of invites with… a different email address. If they have like a personal email address, I’m going to update it to a midwestern email address and send out another invite because we found that a lot of providers aren’t responding.
Norma Mendo (13:48) And then we also found out that some of those emails that were used, they no longer have them. They just love to communicate that to us. Such a great communication. You guys should know that. Yeah, you.
Connor Morley (13:59) Do have the ability to resend invites, but if you need me to bulk resend invites to providers that have not accepted, just let me know.
RachelsiPhone (14:10) Okay. Yeah, I’ve just been resending the invite when I update their email because it’s in the same spot.
Connor Morley (14:15) Yeah, if the email needs to be updated, then I would continue following the way you’re doing it. If I just did, it would go out to their current email.
Norma Mendo (14:25) Okay. All right. So, I did find a caqh for dr slack. Yep. Whenever you’re ready. Do you have a?
RachelsiPhone (14:33) Social I.
Norma Mendo (14:35) don’t have a social that’s one thing. I don’t think.
RachelsiPhone (14:37) We can do anything until you have a social, you?
Connor Morley (14:40) Can’t okay.
Norma Mendo (14:41) But that’s good to know because I was asking Rachel about it. So, basically, when we get a new provider, I was telling Rachel, the first thing I do is make sure that the mpi that I search for is his hers, you know, there’s so many sometimes just same generic name, you’d be surprised how many DDS and how many dentals have the same name, right? And then once I verify that I verify the license, which today was an interesting one because the license was issued today, Rachel on dr price. Oh, okay.
RachelsiPhone (15:11) Well.
Norma Mendo (15:11) It was renewed, but anyway, that’s why we didn’t find it yesterday. Okay? And then once I verify that, I verify what taxonomy code and I ask them to update their mpi to our address. And then I look up the caqh once the invite goes out, that’s where they enter their social security and date of birth. And we don’t really ask for that. I mean, it can be requested because I do, we do send that welcoming letter that you provided us that he got that first. So, which means, well, so they will reach back out to me and we can ask that question. I don’t think they can. They will not write it on an email, of course.
Connor Morley (15:54) Yeah. So.
Norma Mendo (15:55) That’s good to know that that’s important on your end. So.
Connor Morley (15:59) Yep. And.
RachelsiPhone (16:01) does it, prompt them to like when they, except the invite, will it prompt them to put in that information or not?
Connor Morley (16:09) Yep. It’ll prompt them to put in to link their caqh, if they haven’t already one thing as well. I wanted to kind of go through like you have comprehensive monitoring. So you do have like license verification with that. As long as the license is in here, we should be able to see a verification on it.
Norma Mendo (16:34) Yeah. I just have to look up the license like look it up and just get the number. And then a, yes, I’ll enter it in there.
Connor Morley (16:40) Okay. That sounds good. Yeah. But yeah, if you want to look up the verifications, you can, for individual providers, you can always go to the verifications right here and then scroll down to like state licenses. And if they have like any Dea stuff, you can look at that as well and look at any sanctions or anything that we’ve seen sanctions can also be seen and viewed at a higher level from this ongoing monitoring tab in the analytics dashboard where you can, it’ll highlight if there are any that need attention or if we’ve flagged anything, and you should also receive an email flagging any sanctions or any medicare opt outs or things that we’ve found? Okay?
Norma Mendo (17:25) Yeah. We’re learning and that learning little. Is that like a learning something that we can actually touch? And my boss is more experienced on this. I am right now, she’s been doing a lot of work on it and I’ve been on the back end. So like yesterday, I had her do the step one of how to add a new provider. And I’m like I work in production. I don’t even know how to add a provider in here. So that was, yeah. So I have to add the other three and practice on those. So I’m not going to mess anything up, am I? Connor? No, you’ll.
Connor Morley (17:54) be fine. You will be fine. Yeah, you can view the ongoing monitoring and I think we just require like some minimum documentation to be able to run the verifications on our side, like usually date of birth, first… name, last name, the state license information, any board cert, information, we would require that as well for mpdb. We also need like gender and address… like things like that. Okay? And.
Norma Mendo (18:29) Then we’re also getting a lot of questions on the caqh because of course, you know, very well that the dentals is the Ada. They don’t even know that they don’t even know that their ad, their caqh is the same to get into the, from the Ada. So we’ve… been just kind of clarifying with that with them. So they have that information available. Okay? That.
Connor Morley (18:51) Sounds good. Okay. Other than that, I know you guys were working on a credentialing policy that I could take a look at. Yeah.
RachelsiPhone (19:03) I haven’t gotten it. I need to meet with dr Doherty. We only meet bi weekly and she was out this week. So I have some rough drafts typed up but I need to meet with her first. So.
Connor Morley (19:13) Okay. No problem. It just, I do want to share that with our operations team so that they can look through that and make sure that we can put together the packet, exactly how you require it. Okay? There are some things that we absolutely cannot include in the packet, which is be like case logs with phi.
RachelsiPhone (19:34) Oh, for sure.
Connor Morley (19:37) We’re just not set up to store phi. Yeah, makes sense. But everything else like we should, I mean, I just want to take a look at the policy to make sure that we’re building the credentialing packet out exactly how you need it when you’re going through credentialing? Okay?
Norma Mendo (19:57) Okay. And then I think the other question I had, I think, I don’t remember if I asked this, right? So say that some provider as we look at it has not touched it or is halfway through, is there, like does the back end send them updates and emails and say, hey, you haven’t finished this or is that something we’re going to be monitoring to when they, yeah.
Connor Morley (20:21) So, if a provider has tasks assigned to them, they’ll get an email that will remind them to complete the task. The, I can’t remember if we left on the… profile reminders. Usually, when we start this, I kind of leave them off, can it because it can be like very surprising or overwhelming for providers and I did leave the profile reminders off. So they’re not getting an email to complete their profile, but I can turn that on if you’d like.
Norma Mendo (20:56) Well, right now, they just recently, I don’t know. I mean, we, they’ve been communicating to Rachel… and most of them have been amazingly, they have been replying. We’re just making sure that some of those emails didn’t go somewhere where they don’t even have any knowledge of it. That’s all. So we can update that information. We have a meeting and that.
Connor Morley (21:22) Makes sense. Cause I usually do leave it off just because it can be very overwhelming for the providers when they’re getting pinged every day by medallion to fill out their profile. I usually only turn it on once like profiles are more farther along just so that it’s you don’t just so the providers don’t mutiny against you guys. Okay?
Norma Mendo (21:44) Totally get it. Yeah, just checking, some doctors are really good about replying and we, and answering their emails and just afraid that some of those emails could be just old and they don’t have a way means of getting in there.
Connor Morley (21:57) Makes sense. Yeah, that’s all I had for today.
Norma Mendo (22:04) You’re making it too easy for me Connor, I just want to hear like a big problem and you’re not giving me any?
Connor Morley (22:10) If there’s a problem, I don’t want to give problems out, but I’ll I will, no, if you want one.
Norma Mendo (22:19) No… so.
RachelsiPhone (22:23) In the date joined, as long as they say not signed up, that means they haven’t opened their invite correct?
Norma Mendo (22:30) Okay.
RachelsiPhone (22:32) Just making sure. Okay.
Connor Morley (22:36) Cool. Okay. Got it. All right. I don’t know if you hear my dogs wrestling in the background, but they’re going a little crazy right now. So I’m sorry about that.
Norma Mendo (22:50) Nope. I can’t hear them.
RachelsiPhone (22:53) You’re good. I have a dog at home. She’s crazy too. I.
Norma Mendo (22:58) Want a dog at home because it’s lonely. Our passed away and I want one. My husband just enjoys the fact that we can just leave and not worry about him. No babysitting. So, he’s like it ain’t going to happen. I’m like.
Connor Morley (23:09) Boy all.
Norma Mendo (23:11) Right. I want a fufu, one that I can carry with me even on the plane. So there’s no problem, but he doesn’t want to walk one of those.
Connor Morley (23:17) There you go. All right. Then. Any other questions for me or Nicole? No, everything looks.
RachelsiPhone (23:27) Helpful. Cool. All right.
Connor Morley (23:31) Well, I’ll talk to you guys. It sounds like we’re all set with the provider and group enrollment. So we’ll get those loaded for you. And then that’s all I had for today. Yeah.
RachelsiPhone (23:41) And I’m working on the requests and most of the way through Arizona. So, I hope to have that to you by the weekend and I can just use that same link, right? The email link that you sent to me, I can use. Okay? Yep. No problem. All right. Awesome.
Connor Morley (23:58) All right. Thanks, everyone. Thank.
Norma Mendo (24:01) You. Bye bye.