Transcript
LCSW Sarah Doyle (00:00) sorry, I’m muted. Hello.
Kyle Rice (00:02) Hey, Sarah. How are you doing today? It’s great to meet you.
LCSW Sarah Doyle (00:04) It’s nice to meet you too. Hopefully Anna told you when she was leaving that I was going to be joining. So.
Kyle Rice (00:11) She did give me the update. So it’s great to meet you in person or?
LCSW Sarah Doyle (00:15) I was going to say pseudo in person, sort of pseudo in person.
Kyle Rice (00:18) Yes.
LCSW Sarah Doyle (00:19) Yes.
Kyle Rice (00:19) So, great to meet you. Yeah, Anna, I’ve been working with Anna for a little bit, so sad to see her go, but happy to connect with you guys today and give you guys any updates or anything that you’re looking for.
LCSW Sarah Doyle (00:29) All right, awesome. Well, I will be perfectly honest that I am flying completely blind. I know about as little about credentialing as humanly possible, not by choice just because, and so I’m kind of winging it and just trying to get like key information that you think I need. I guess, I know we’ve got a couple of things pending with you guys, but I don’t know if there’s anything that I need to be following up on. And if so, if there’s anything specific that I need to do?
Kyle Rice (01:02) Sarah, are you familiar with the median platform at all? I?
LCSW Sarah Doyle (01:06) Mean, I’ve never been in it. I know it exists that’s about it. I.
Kyle Rice (01:12) Gotcha. So there are a couple of admin tasks that look like they’re outstanding for you guys. Okay? So if you go to the, let me just hijack real quick and I can give you kind of a quick walkthrough here.
LCSW Sarah Doyle (01:23) Yes, yes, by all means, please do.
Kyle Rice (01:31) Hey, Kathy. How are you doing today?
Kathy Kuzniar (01:32) Hey, good, Kyle. Nice to finally meet you. I used to work before you were working in the, before you came in and helped start working with. I used to work in medallion a few years ago and helped support it.
Kyle Rice (01:45) It’s a small little world we live in. Kathy. Great to know. I’m sure you’re pretty familiar with the platform then.
Kathy Kuzniar (01:50) Yeah, yeah, somewhat. Oh, hallelujah. I would do, you know, the basics to check on licenses, see who I need to nudge and things like that before we got made this into a full time position for someone. So, I’m just getting back in and refreshed on it. Yeah, absolutely.
Kyle Rice (02:04) Absolutely. Yeah, no worries. Let me give you guys a quick kind of platform walkthrough here. Okay. Can you see my screen? Okay?
LCSW Sarah Doyle (02:12) Yes, yes.
Kyle Rice (02:13) Okay. So this is the it’s going to be your administrative view. Once you log into platform, it’s going to take you straight into the overview section. Our overview section is divided into four categories. So you have the ability to see all provider tasks or excuse me, all tasks. You can separate it down by individual provider tasks and then admin tasks as well. So anything that is assigned via admin are just basically notification that our team is needing something from your admin team that the provider probably cannot complete on their own. Just for example, Kelby bayer here for their Massachusetts licensing process. So it looks like they just, the provider was non responsive and we just moved this over to a hold status here just pending their completion of this. So we’re just asking for you to kind of help facilitate the completion of this Cori form for Kelby’s Massachusetts RN. You’re able to comment in here by adding a note. So you could just say flag to provider. This is in process. And then if you want to complete these, you can just mark this as complete and this will go for our team to review. Got.
LCSW Sarah Doyle (03:23) It.
Kyle Rice (03:24) typically, if you respond to any task comments here, look for our team to respond back to you within one business day. Okay? So it’s a pretty quick turnaround. So it looks like there’s a couple of tasks in here that we’re just pending just some administrative assistance with as well. You also have the ability to view expirables in this tab. So you can break this down by a certain document or board certification just to view any upcoming expirations for anything applicable to their board certification or any documents we have flagged in here. Sarah, you can also toggle in the providers tab here. If you wanted to search by a particular provider, via our directory, you could do that by typing their name. This is also going to load in all the providers that you guys have loaded into the system. So you can sort them by the date joined. They’re invited their profile completion provider, last name. You also have the ability to filter them by profession. So if they’re an MD, do nurse practitioner, lcsw, RN, or pmhmp, this will kind of help break that down a little bit. You also.
LCSW Sarah Doyle (04:35) Have the.
Kyle Rice (04:36) ability to filter by specific state in here as well. Also on the providers tab, we have the provider supervision summary. So if there’s any supervision that has been loaded into the provider’s profile, you can view that here. So this will basically give a breakdown of any supervision agreements we have by state. It looks like we have a couple for Andrea krasnow Isaiah Cruz, Nita kovchok and osenia ebre as well as Tara sarnowski, you also have the ability to view the group profiles in here. So it looks like rhea has a group profile in here. So if you need to make any changes to that, you can see that in here as well as the practice location. So it looks like you guys have quite a few practice locations that are divided by state. So these are all I just want to know for a majority of these fields, these are exportable as well. So if we just go to the right hand category, right hand, drop down here, this will export it to your email and like a CSV or excel spreadsheet, great. You can also view the current requests in process by clicking on licenses and then requests. So this is going to show you that looks like we’re processing four, four licenses for you guys. Right now, it looks like there’s 16 in provider needs client attention, which would indicate there’s some sort of provider task or outstanding task for them to complete. It looks like there’s nine in board processing, which would indicate that we’re just waiting on the board to either issue the license or complete the renewal. And then there looks like there’s 10 on hold. And then historically, we’ve completed about 776 requests for you guys that have either been issued or completed to date.
Kathy Kuzniar (06:20) Can I ask Kyle? I’ve always wondered. I’ve never understood completely what on hold actually means was that a spectrum of different things that would cause it to be on hold? Is it something you need to be, yeah?
Kyle Rice (06:31) Great question, Kathy. So typically, if something is on hold, either, I think Anna would have might have requested this previously. So, this one for example, looks like we have dr lieb on here. So it could be for a couple reasons if it’s pending. If there’s an NP license that’s pending an RN issuance would be one of the reasons it goes on hold. If there is any issue with the state board portal, which either they’re pending like a fix a workaround or doing some board maintenance, you would see that in here as well. And then it looks like for dr liebie’s… requests on here, we have a compact request on her and these are just pending the loq issuance before we can kick off these state licenses. Got it.
Kathy Kuzniar (07:16) There’s nothing we can do about that, right? We just, it’s in somebody else’s hands or is there something?
Kyle Rice (07:23) In the, so this one would probably be, in the board’s hands. So it’s probably waiting for her loq to issue. Yeah. But you guys would also see any requests that you’re wanting to hold on here. So say, example, you have like a change in licensing strategy. You need to put a request on hold if the provider’s on leave, if they’re out of the country, basically just anything indicating that status would be here.
Kyle Rice (07:46) And then just wanted to share the existing licenses tab as well. So this is basically a repository of all of the active and inactive licenses that we have on file. So you guys can add if like providers were doing a license outside of medallion, you could add a license for a provider in here just by clicking this add license tab. You can also filter these by active and inactive status.
Kathy Kuzniar (08:14) Oh, good. Okay.
Kyle Rice (08:15) If you’re needing to pull like any license or history reports, see who’s inactive, and what state, if we need to put in a new request, you can also see which is most important in here is the renewal info section. So this will kind of tell you if you want to schedule a renewal. We can also enable auto renewals for you guys as well, which our team will automatically pick up the request with the opening of the renewal window. And then you can see, you can schedule it here. And this will automatically put the renewal request into our system. And then you can also see the verified date. So if it was either automatically verified the license from the state board or if it was via an automatic verification, and you guys have the ability to view these verifications by clicking the three little dots on the right side of the screen here, and just click view verifications and you can kind of see for this specific provider DD, this is a copy of the primary source verification from the state board. And then you can also view the previous verification history up here. If, there’s a dropdown as well as the URL source too. You can save as well a bookmark section. If you’re just looking to save like renewals by month, licenses, expiration by month, or any specific filters. And then this is also exportable in here as well. If you guys need to request any new licenses. So whether it be a new license renewal, a reinstatement or a specific letter of qualification, you can do that in the request tab in the upper right hand portion of the screen up here. This is going to allow you to request any licenses, whether it be renewal or initials on behalf of your provider subgroup.
Kyle Rice (10:02) So just for example, say we’ll just request a new license just for demonstration purposes. You have the ability to make us the request owner. If that’s something you want medallion to manage, you can also request this as a Reia health license. If you guys wanted to track this internally, it’s going to drop down the specific provider name in here for all of your guys’ providers that are uploaded in the platform, you can also type in here, the provider’s name and pull open medallion. Any specific provider. You’re looking for. You guys can also request multiple licenses for multiple providers at once. So, the way the license request system works is it’s going to pull their specific license type in. It’s going to automatically default them to permanent licenses, usually just because that’s our most common license request. And then the nice thing about the states. Is it has all of their licenses that they already have in hand pre loading. So it prevents requesting duplicate licensure at all. So you can see that he oseni is licensed in Arizona, California and Connecticut or Colorado and has Connecticut outstanding. So you guys can request multiple licenses at once. I’m just going to click Connecticut, Arkansas as an example. And then if you wanted to add any subsequent additional licenses particularly for like your mid level practitioners or nurses NPS, pmhnps, you can request the prescriptive authority as part of the initial license as well. So, for example, Arkansas requires an additional license, prescriptive authority license. You can see up here that it was not included in the initial request. So if you just want to include prescriptive authority, you can just click Arkansas and that’s going to add in the prescriptive authority application into our system. You guys also have the ability to request specific autonomous registrations, which is essentially the independent practice for some of these nurses in each state. It’s a little bit of a mixed bag in terms of requirements by state.
LCSW Sarah Doyle (12:05) Oh, yes. We know. It’s a pain in the ass, yes.
Kyle Rice (12:09) It is, yes, it is. So you guys can request those on here for any prescriptive authority that’s offered. There is some states that do not grant independent practices authority, so that the system will kind of block that by the prerequisites as well. And then if you need to add any prescribing licenses such as a Dea or CSR that’s also in the additional licenses field here. So you can input those just by selecting the state. It’s going to walk you through if an additional CSR license is required. So for example, Alabama requires both a Dea and CSR. So it’s going to kind of walk you through that process. And then if you need to add that subsequent Alabama CSR registration, you can add that below here. All you need to do with this is just hit request and these will go into our system in which our intake team will pick up these requests. They will typically vet and grab upfront fingerprints, any supervision requirements as well as like they will also flag CE attestations for renewals as well during the intake process. So we just basically ask and say, hey Sarah, your New Jersey license is coming up for renewal at the end of March. And we’ll list out the cme or CE category requirements just depending on the provider because we know they go by different names for different professions, unfortunately.
LCSW Sarah Doyle (13:33) So.
Kyle Rice (13:34) We’ll flag that as well. And then all you need to do is request and that will allow you to process them through all.
LCSW Sarah Doyle (13:41) Right. While we’re sitting here, can you perhaps tell me where we are statused with Laura nowinski’s lcsw in Texas because I feel like it’s been pending for a very long time. Yeah.
Kyle Rice (14:01) Laura, is that?
LCSW Sarah Doyle (14:02) L a U, it’s L a R a nowinski N o V. I gotcha.
Kyle Rice (14:10) Yeah. Let me pull her real quick and we’ll see.
LCSW Sarah Doyle (14:13) I think she was pending in Texas, possibly Florida as well, but definitely Texas that was the urgent one.
LCSW Sarah Doyle (14:30) And Kathy, you still have a login for this, right? Yes, I’m in it right now. Okay?
Kyle Rice (14:36) Actually, good news. It looks like everything was submitted to the board and then it looks like the license just issued as of seven 30 this morning. So it looks like it’s active. No?
LCSW Sarah Doyle (14:45) Way. Okay. So, does she get a notification of that? Yeah.
Kyle Rice (14:49) She’ll get a notification of that. I’m going to ask the team to close it out just since I spotted this. Looks like they did a follow up on the nineteenth. So I will let the team know to issue that in the platform. And then you guys should receive a notification as well as Laura.
LCSW Sarah Doyle (15:05) Awesome. And.
Kyle Rice (15:07) then for her Florida license, it looks like we have an inactive status. It looks like Anna had indicated that she already has a Florida license in hand and then requested this to be moved to an.
LCSW Sarah Doyle (15:21) Active, she does not have a Florida license in hand. That was a mistake.
Kyle Rice (15:24) Gotcha. Should we move that back into process then?
LCSW Sarah Doyle (15:27) Yes, please. I think she was confusing that with the other Connecticut lcsw. Okay?
Kyle Rice (15:34) No worries. I’m just going to move that back into the previous status.
LCSW Sarah Doyle (15:37) Christy derosa has a Florida license, but, and she’s the other Connecticut lcsw that we have. So I think that’s where the confusion was?
Kyle Rice (16:00) All right. Perfect. I just got her back into process, so that’s going to go through and then we will get that in the process there Sarah.
LCSW Sarah Doyle (16:08) Awesome. Thank you. I.
Kathy Kuzniar (16:09) Have a couple questions. If it’s a good time. Yeah, absolutely. I used to be on the email list for medallion and it would get the updates. I thought Anna was going to ask to have me re added to that. Can you do that? I haven’t been getting them?
Kyle Rice (16:23) Yes, I can.
LCSW Sarah Doyle (16:24) That would be helpful.
Kyle Rice (16:59) Are you, Kathy? Are you, Kathy kusnar? At reahealth? Com? Yes, I just want to make sure. All right, you are added back in, thank you.
Kathy Kuzniar (17:06) And then I see this has been recorded. So, will the recording be sent to us?
Kyle Rice (17:11) This puts our internal recording system, but I’m happy to send you guys a copy if you would like.
LCSW Sarah Doyle (17:15) That would be so helpful considering the fact that we are both not nearly as adept at this as Anna was. So, for us to have a copy, it is always helpful. Great. Yeah. And.
Kathy Kuzniar (17:27) then, maybe, you know, this, Sarah, we have credit with medallion. So how many licenses does that translate into?
LCSW Sarah Doyle (17:34) I have no clue. Kyle.
Kathy Kuzniar (17:36) Do you know who could help us understand that? Yeah?
Kyle Rice (17:39) So, if you guys go to the account tab?
Kathy Kuzniar (17:44) Oh, there’s an account tab? Okay, cool.
Kyle Rice (17:46) You see on the left, I just updated that. So Kathy, you should see your name as a contact email and admin in there. Oh, I do.
Kathy Kuzniar (17:53) See. Okay, thanks if.
Kyle Rice (17:54) You go under account and then click usage.
LCSW Sarah Doyle (17:58) Usage.
Kyle Rice (18:03) That’s going to give you guys a view and depiction of your current contract consumption. So, it looks like we have the contract end date is seven, 520 26. It looks like you guys have about 1,611 dollars left for spend here. I.
Kathy Kuzniar (18:23) Don’t have a grasp of what that means for licenses. Do you, I mean?
LCSW Sarah Doyle (18:27) It kind of depends on the type of license. It can be a little variable. So, like, I mean, I’m guessing a little bit, but like I was going to say, like for the social work license, for Laura, it was probably somewhere between like three and 500 for, yeah.
Kyle Rice (18:48) So if you guys go to consumption by product down here, it’s broken down into the specific kind of product subsections. So state licensing new looks like it’s sitting about 650 per unit price. So that would be per provider the medallion core. So this just indicates there’s a essentially the clinician has a seat, in the medallion profile. We also have the compact licensing skew here for loq which is about 650. It looks like renewals are processing about 150 per unit price, prescriptive authority are processing about 300 per unit price, and then sanction monitoring at 20. And then any post loq spend is about 100 dollars.
Kyle Rice (19:38) So that’d be any additional compact requests. Once they have that compact license in hand… you guys can also see on the usage tab like the active consumption details. So this is any upcoming consumption on here. So you can see that like for, example, Lindsay popjoy has sanction monitoring. You can see that they have a core seat. And you can also view down here for any upcoming consumption. So this is anything that is currently forecasted to run through our intake process as soon as the intake completed status hits. That is typically when the consumption goes through and is charged.
Kathy Kuzniar (20:27) Does the consumption include renewal? Those have got to be renewals, right?
Kyle Rice (20:30) Yeah. It looks like we don’t aren’t processing any renewals. I think Anna was handing most of those in house. It looks like we’re just doing a handful of new licensure for you guys on here.
Kathy Kuzniar (20:43) Got it. Debt tracks. Yeah, I’ll see, oh, Scott though new licenses, New licenses like Scott’s dated March 520 21. We requested it that far out and it seems it’s still in the list were.
Kyle Rice (21:02) you looking at Scott cook? Yeah.
Kathy Kuzniar (21:04) I’m just scrolling through the upcoming consumption details. And so like, I don’t know, dr Scott cook is down there with something we requested March 20 21. I guess I don’t understand how that, what that information is telling me then if it’s not renewal.
Kyle Rice (21:23) Looks like that was a new actually… looks like there’s a new license for him, but I am not showing that we have anything in process for.
Kathy Kuzniar (21:32) Him at the time. Yeah. Okay. So maybe just stick with the 20 26 information up top that’s useful. And the, that’s the information is his, it’s history below that. I think. Okay. Yeah, that tracks really Trinette, those folks are, do have pending licenses?
LCSW Sarah Doyle (21:52) Yes. Yeah. We, we requested a couple of new ones. Oh.
Kyle Rice (21:55) For Scott, I apologize, this looks like it was a payr, enrollment request for him from mark.
Kathy Kuzniar (21:59) Oh, I get. Okay.
Kyle Rice (22:03) Also just want to share with you guys really quick the support center. So this is pretty important. If you guys have any questions, there’s a lot of self help articles on here, a lot of like faqs that are completed. This is on the platform all the way to the left at the bottom here. If you guys go to search for help, you can kind of toggle like any login support, any frequently asked questions, essentially, any articles that we get like a lot of frequency on there’s, some additional articles on here to kind of help self help. I would say the most important on here is ask an agent. So, if you guys are needing any support if you need any, have any questions with, you know, current status or how to enable something, you can just click the support bot… ask it’s an, that’s our AI agent, that will triage the question and get it to the right specific human being on the other side. If you just click, ask a question, you could say, talk to a human about, you know, Scott cook, pay or enrollment requests that will connect you to our agents. So if you guys have any questions on status, if you have any questions on, you know, essentially anything at all, that is the best kind of route to get support from our team there. Great. Okay. Cool. Anything else? I can demo for you guys on platform at all?
LCSW Sarah Doyle (23:22) No. And that was very helpful by the way, the information about Lara’s license. So, thank you for that. I think Kathy… is there anything you can think of right now? I?
Kathy Kuzniar (23:35) Can’t think of anything else right now? But I’m glad we’ll have the recording, and,
LCSW Sarah Doyle (23:42) we should probably just follow up with Rosa because yeah, we’re gonna have some new we’ll have a new NP starting, but I think we’re gonna have to delay that a little bit… just because there’s just too many things happening all at one time. So, okay. All right. No, that was super helpful. Thank you so much, Kyle. I really appreciate you doing that because I literally just blind leading the blind over here. Literally, I have no idea what I’m doing. So super helpful to have me in a leadership role in this particular situation, right?
Kyle Rice (24:23) Now, no worries. I’m happy to help out when we get there.
LCSW Sarah Doyle (24:26) All right. Awesome. Well, if I have your email, so if I have questions and I’m like feeling really lost, I’ll reach out, but, yeah, that was really helpful to kind of get me acclimated and Kathy, maybe you and I can spend a little time poking around in there.
Kathy Kuzniar (24:40) Together.
LCSW Sarah Doyle (24:40) Good.
Kathy Kuzniar (24:41) Thing. Okay?
LCSW Sarah Doyle (24:41) Awesome. Thanks.
Kathy Kuzniar (24:43) Kyle. Good to meet you, beautiful. Great.
Kyle Rice (24:45) To meet you guys too. Have a great rest of your Monday.
LCSW Sarah Doyle (24:46) Thank you. You too. Take care. Bye bye.