Transcript

Connor Morley (00:00) hey, good morning, everyone.

Connor Morley (00:07) How’s everyone doing?

Brenda Runde (00:09) Good here? How about you?

Connor Morley (00:12) Doing good. Good. Okay?

Connor Morley (00:22) I think we’re ready to get started. Adalee, have all the uw providers been imported?

Adalee Arreola (00:35) Yes, they have.

Connor Morley (00:37) Perfect. Okay. So, they’re all in there and then, Adalee, I know you’re working on sso as well.

Adalee Arreola (00:47) Yes, that’s correct. So, Sheila… and Brenda, I worked with, let me just double check. Yeah, Tom, Todd, I worked with Todd and we configured sso and we like successfully were able to do it, but we have it temporarily turned off because he said it was going to speak internally with you all to see when it was like an appropriate timeline to get that turned on.

Adalee Arreola (01:13) And then maybe talk about sending out notifications to your providers that was going to be the login experience. Now. Okay. Do you guys have any updates on that?

Brenda Runde (01:29) I have not heard from Todd. Oh, okay. I do have a question on the uw providers being uploaded. Did the email go out to them yet or no?

Adalee Arreola (01:45) Let me double check that. I don’t think we left off on inviting them yet. I think there was maybe a question about workflows. But if we’re good with inviting them then I can, I just don’t think we got the green light to do it.

Brenda Runde (02:02) Oh, I think when you would, I’m not sure.

Brenda Runde (02:06) I don’t remember who asked if I wanted to do it or if we wanted you guys to do it and I just said, go ahead and send it. I don’t know, I don’t think anything’s being waited on my end, but I… don’t recall if it had. I just didn’t know if it had went or not.

Adalee Arreola (02:22) Okay. Yeah, I’m looking and it doesn’t look like we have, but if you’re good with us doing that, then we can get that done today.

Brenda Runde (02:32) Yeah, I think that would be fine. Okay. Yeah.

Connor Morley (02:36) And then if you guys could just follow up with Todd to send out some notification to all of the providers that the sso is going to be turned on, we can kind of coordinate with you all, when to turn that on. Okay?

Brenda Runde (02:59) Can you give a little history or background what that is for? I don’t know that I am aware.

Connor Morley (03:04) Yeah, it’s single sign on. So it’s essentially using their either… southwest email address, but they would only have to log into southwest to be able to access medallion. They don’t have to put in like their username and password in every time with medallion specifically. Okay?

Brenda Runde (03:29) It’s just something Todd was setting up with each provider.

Connor Morley (03:33) Gotcha.

Brenda Runde (03:34) Okay.

Brenda Runde (03:40) Okay. All right. I do have a question too.

Brenda Runde (03:51) Forward health revalidations… those have usually, once the revalidation is completed, an email comes to us stating, you know, that it’s been approved or the revalidation has been approved. How do we go in and change? Because they’re still going to Bonnie at rwhc. I don’t know how we update that or if that’s something that will be done with the enrollment side? Yeah.

Connor Morley (04:21) It should be done on the enrollment side. Once we start making enrollments within, medallion. Should be the credentialing contact to get alerted. Okay? But if you do get any of those emails that hey like revalidation has been completed, you can go into medallion to the existing payers and update that. There will be like a short transition period, walt, because I’m sure. There are still some revalidations going on that we’ll just update them within medallion as you get those emails or you can forward them to us and we can do that. Okay?

Brenda Runde (04:58) I was going to say you’re going to have to show me what needs to be denied. I’m trying to think who the revalidation was now, so I can find that, but.

Connor Morley (05:10) Yeah. Let me get you the email for where to send that. And if you do like get any kind of revalidation information, you can send it to our team.

Brenda Runde (05:23) Like the approval of a revalidation. Yeah. Yep. I got it here. I found one.

Connor Morley (05:31) The tricky part right now is we, I mean, Adalee, we still haven’t loaded in the current existing enrollments, right? So, I know you wanted to talk about that a little bit today, but we don’t have anywhere to enter that information into medallion right now… but you can send that to give me one second while I grab that email. Sure. And then Adalee, if you wanted to jump into the data import template, we can do that while I find this email, yep.

Adalee Arreola (06:08) Okay. Team. So, I saw that there has been some progress on the existing appointments tab. There were still like some that have that na, expiration date is like a hard requirement and we can’t import without it, so.

Brenda Runde (06:26) Rehab providers. They don’t have a reappointment timeframe?

Adalee Arreola (06:31) Okay. So they probably like shouldn’t be on this list, right?

Brenda Runde (06:35) Oh, well, I don’t know.

Adalee Arreola (06:41) Sheila, I think you were going to do some work too, just to confirm that everyone on this list should be on here.

Sheila Simpson (06:47) Sorry, I was muted… so I guess correct. They shouldn’t be on there because they don’t need to be revalidated, OK? But it’s really hard to tell like, yeah, because nothing has moved into the portal yet for us to like, they have to have their initial.

Brenda Runde (07:13) Sheila, they would need to be revalidated, right? It’s just, they don’t need to be reappointed, right?

Sheila Simpson (07:19) This isn’t payr, this is not… payr related. This is privileging related that screen that you’re looking at right now, correct? So, as long as they have their initial privileging to be able to work at southwest health, like we want to have that date in our system, but they wouldn’t have like, they don’t need to be reappointed? No, they don’t so, how do you distinguish that in your system? So it sounds.

Connor Morley (07:54) like instead of doing like, so these providers, they don’t go through that kind of re, credentialing with southwest, right? Once they’ve been hired, they’re essentially good until.

Sheila Simpson (08:06) Until they leave.

Connor Morley (08:08) Until they leave. So it doesn’t sound like we need them on here. It sounds like that should be covered by the provider practice groups linking because they’ll be linked to the southwest health group. Is that fair? Yeah?

Steve McCarthy (08:26) Yes. I guess that makes sense. I guess the question is, how are other organizations doing that? Because I mean, are we off again a unicorn here that our Rehab providers are in here? Or do other organizations have that as well? And where are they classifying them?

Connor Morley (08:46) Typically, we see like pretty much all providers have like a, I think it’s like a three year credentialing, where they get re, credentialed every three years. But if you say you don’t need to do that for these providers, then we would just link them to the group. And we would not have to do that re, credentialing.

Sheila Simpson (09:13) So, I guess to further ask the question that Steve had just asked, do other facilities require their Rehab providers to go through the three year two or three year process, whatever their bylaws indicate, are we the unicorn that doesn’t allow our Rehab providers to do that?

Connor Morley (09:37) I haven’t seen it… from the implementation of customers. I’ve had, I haven’t seen like Rehab providers. And when we talk about Rehab providers, are we talking like.

Sheila Simpson (09:52) PT, OT and speech?

Connor Morley (09:55) Speech pathologists, like slps, yep. And what was the other one?

Sheila Simpson (10:00) Physical therapists, occupational therapists, and speech therapists.

Connor Morley (10:07) PT and speech… give me one second. I’m looking at some other ones.

Steve McCarthy (10:19) And I guess maybe Sheila, we could discuss that further because if it’s just an element of their employment that we confirm, you know, the basics upon employment, then I mean, from even a cost perspective, should we even have them in the system?

Brenda Runde (10:34) Well, they do have to be pay or enrolled that’s.

Sheila Simpson (10:37) why we?

Brenda Runde (10:38) Put them in there to begin with, but I guess I was not under the assumption that they didn’t need to be on this tab.

Sheila Simpson (10:49) So, yes, they need to be in the system. Steve. What we don’t know is where in medallion’s system, they need to be located, sure… so that we’re making sure we’re meeting all of our guidelines and the payer requirements.

Sheila Simpson (11:33) Connor, while you’re looking that up, Brenda, the first, Bertram, I think that’s six, 23, zero, 225. Oh.

Brenda Runde (11:42) Yeah. Well, I don’t think that’s probably, right?

Brenda Runde (11:50) Let me go over. I.

Sheila Simpson (11:51) Don’t know when she started.

Brenda Runde (11:56) Sorry, I just caught it.

Sheila Simpson (11:57) Typing.

Brenda Runde (11:57) too fast for my fingers maybe.

Connor Morley (12:07) I apologize. Adalee, I’m just reading through another… bylaws policies and procedures really quickly to see if PT’s slps are called up. But if you want to jump to… the next piece that you had because it sounds like for all of these, they would not be on the recredentialing information. And then if you do leave them out of recredentialing, we would still have them connected to your group as a whole. So they would still be associated with the group of southwest, they just would not go through that recredentialing for tjc.

Brenda Runde (12:49) Yep. We would just need like a Rehab group and all the providers put in that, then you.

Connor Morley (12:55) don’t even need them as like a Rehab group. We could just link them to your current southwest health group.

Brenda Runde (13:00) Oh, okay.

Adalee Arreola (13:05) Do we think it’s fair to assume that anything with a, any of the providers with an na, should not be on here?

Brenda Runde (13:16) Yeah, those are all stot, and then I think there’s a registered dietitian in there too or two like one or two?

Adalee Arreola (13:24) Okay. And then everyone else we can get imported.

Connor Morley (13:29) Yes, do.

Adalee Arreola (13:31) You all want to take a final sweep just to like feel more comfortable or are you okay with me importing as is?

Brenda Runde (13:38) If we don’t have to get those Rehab providers moved off of there beforehand, then I think you could probably go ahead.

Adalee Arreola (13:46) Yeah, I can remove those myself. Okay? So, I’m going to say that we’re good to move forward on importing this tab minus anyone with either a blank or an N a on the expiration date because it sounds like those are, you know, Rehab providers that don’t need to go through that tjc credentialing… and then I guess Niccole and Sheila, I know you guys were going back and forth a little bit regarding the payer mapping.

Adalee Arreola (14:20) Is there any update there? Was there like any open questions?

Brenda Runde (14:26) Yes, I sent it back last week, middle of last week, I think and asked for it to be reviewed. We have made some updated comments. I haven’t received a response back yet. It’s all updated. Okay? I’ll take a look at it. Thank you.

Adalee Arreola (14:48) Okay. And Niccole, once you’re done reviewing, and if you don’t have any more open questions, just let me know and then we can get started with the importing enrollments.

Brenda Runde (14:59) Okay.

Adalee Arreola (15:01) Alrighty. I… think that’s all I had. Let me just double check my notes.

Adalee Arreola (15:17) Yeah. That was the main stuff I wanted to talk about. Anyone have any questions for me regarding like the data import template or anything like that. I.

Brenda Runde (15:26) Do have another question? I had a physical… therapist that I was, she had reached out to me this morning and I pulled her account up and her caqh information wasn’t imported either. So, I’m like super confused whether that information, I just keep finding random providers here and there that information just did not get loaded for. I’m not sure why, but the ones I’m coming across and seeing, I’m doing that myself, but I don’t understand if the information was there like it probably should have just went over automatically.

Adalee Arreola (16:07) Do you have that provider’s email?

Brenda Runde (16:11) Yep. It’s breeland, scharschmidt… I see it.

Adalee Arreola (16:29) It’s BRE, oh BRE. Okay.

Brenda Runde (16:32) Oh, sorry. I didn’t even see that… I was looking for the SCH.

Adalee Arreola (16:39) Okay. And you’re saying that their ceqh id was not imported into the system. Is that what you’re saying?

Brenda Runde (16:46) Correct. I entered it myself, but just, I mean, I feel like we’ve been every week we’ve been touching on the ceqh, it’s just not getting uploaded and I’m just coming across them as I am coming across them and I enter it myself but it’s kind of a waste of time.

Adalee Arreola (17:03) Yeah. No. What I can do is pull out all of the providers and platform and basically… do a comparison, see if… like check if they don’t have a ceqh id in platform, but one was provided, and then I can get that updated. Okay? I’m wondering what the root cause of that was, but yeah, I can check on that for you all.

Brenda Runde (17:32) Okay. Thanks for checking.

Connor Morley (17:34) That Adalee, can we do a double check on all the ceqh ids… because they, and this provider was not one of the uw providers?

Brenda Runde (17:44) No, she’s one of ours. Yep… because I don’t have any ceqh on any uws. Yeah. Huh.

Connor Morley (17:56) To answer the previous question about ots… PTS and slps, I’m looking through a couple bylaws and a couple sops… and it is pretty common that it would just apply to apps and physicians and not apply to ots… slps. So we can just have them on the provider practice group mapping. We don’t need them on those recredentialing tab.

Brenda Runde (18:41) Provider practice group tab only, you said, yep. Okay.

Connor Morley (18:48) So they would still be linked to the southwest… group for payer enrollment, but we wouldn’t need to put them through for credentialing for tjc credentialing.

Adalee Arreola (19:06) Okay. I guess Brenda to go back to what we were just talking about Breland. I did pull up her profile and platform and I just want to make sure that we’re… like on the same page about what is happening. It looks like on December eighth… it was imported. A caqh id was imported into the provider profile… and you’re saying like this specific field right here, you said it is not loading and you’re like going in editing this and inputting a caqh id?

Brenda Runde (19:50) So, yeah, like under the external accounts page that’s where they’re not being on there. I did that one today myself, but like why wouldn’t it go on that page too if I guess I didn’t realize it was being uploaded somewhere else on there, but that right here is where I’ve been seeing it not showing for a lot of people. Oh.

Adalee Arreola (20:15) Okay. So you’re saying the caqh external account information is not loading up here? Okay. Yeah. Let’s take a look at that. So external accounts?

Brenda Runde (20:26) Like should it go to both places like the import when it was, you know, completed or done? Would it have updated in both of those spots?

Adalee Arreola (20:37) So, it imports via like two different spots. So the ceqh id is on the like provider sheet… tab here. So that looks like it was imported, but then the external accounts which like ties to this section in the platform.

Adalee Arreola (21:03) Is the same thing as like external accounts on the data import template? I do see Breland on here.

Connor Morley (21:10) So,

Adalee Arreola (21:10) I can double check external accounts.

Adalee Arreola (21:24) But, yeah, I do see that. Oh, okay. I think I see where the issue was. So the provider email here is not the provider email… that’s in platform.

Adalee Arreola (21:54) Do you all see that?

Sheila Simpson (21:56) Yeah, that.

Brenda Runde (21:57) Would be our cbl, rwhc, blafi?

Adalee Arreola (22:02) Okay. I think that’s probably why that wasn’t imported correctly?

Sheila Simpson (22:11) So, how do we fix that for all of them?

Adalee Arreola (22:14) Yeah, we will need a unique identifier for them. So, I mean, there is first and last names, but let me check like here so we can use ceqhid, we can use npi, if you can add the actual provider’s email that.

Sheila Simpson (22:30) Would you know, be?

Adalee Arreola (22:32) The best thing and then we get, we can import them into the correct provider profile.

Connor Morley (22:39) Adalee. Can we pull in the provider email just by using first name, last name?

Adalee Arreola (22:45) We can try it’s? Not ideal, but I can try it.

Connor Morley (22:57) Thanks, Adalee. Yep.

Brenda Runde (23:03) Jilla, I see like some of them are blafi, and some are their individual emails. Do you have any idea why we would have two different emails on there for them?

Sheila Simpson (23:13) Depending on who set it up.

Brenda Runde (23:15) Okay. I was, I’m guessing, I’m just confused if Bonnie would have did it all, why she would put some under their own and some under her. But if.

Sheila Simpson (23:26) I’m kind of looking at it, the ones that have her, I… don’t know where else they worked. It makes sense that like if she created their caqh for them, which I’m assuming happened, she used her email, if the provider themselves created it like dr kaschner obviously had his own to begin with.

Brenda Runde (23:47) Yeah.

Adalee Arreola (23:49) Okay. I.

Brenda Runde (23:50) was thinking maybe it was an old versus new doctor thing, but I really don’t see any rhyme or reason with that either. So.

Sheila Simpson (23:56) Yeah, no, I think we just need to get there… southwest health emails in here, but it sounds like Adalee is going to be able to hopefully help us with that. Okay?

Adalee Arreola (24:10) Thank you. Yeah, no problem. That looks like some of them probably were fine. So, I’ll just do a comparison and see who’s missing stuff and get this sorted. Thanks for calling that out.

Brenda Runde (24:24) Yeah. Well, I was just confused because I’m like that information. Is there, why is it not? But yeah, that makes sense. Now. I guess.

Connor Morley (24:47) Adalee, did you have… any other concerns or questions on the providers or group enrollments? Nope? Okay. One thing I wanted to confirm with you all for the recredentialing deadline, we do have the ability to kind of automatically set it to be the end of the month if not to just have it more closely align with like when your board meets, we can turn that function off if that is easier, so that the recredentialing is just automatically three years once a provider is approved.

Brenda Runde (25:32) We’re still at two years here. We never changed. Sorry. Nope. You’re fine. Maybe someday we will change to three, but we’re still two right now.

Connor Morley (25:41) Sorry, that’s my bad. And we do have two years listed on the sop. I just like switch, yeah, initial appointment term, not to exceed two years. We do have that on the sop. I just kind of misspoke right there. So that’s my.

Brenda Runde (25:57) bad. No worries. You’re probably seeing it across the board everywhere, so.

Connor Morley (26:04) But you’re okay with us not kind of resetting that deadline to the end of the month, we can just keep it as that two years period?

Brenda Runde (26:14) Yeah. I think you’re… saying two years to go off of the like each individual provider has a different re, credential date. Okay. Yeah, then, yes. So.

Connor Morley (26:27) We, yeah. So instead of kind of just grouping them all to be re, credentialed, like, so if you have five providers credentialed throughout the month of March instead of just having them all re credentialed at the end of the March, once, two, at the end of March, once two years comes up, they would just be re, credentialed two years from the date that they were approved?

Brenda Runde (26:47) Gotcha. Yeah, that would be fine. Okay?

Connor Morley (26:56) All right. Hey.

Sheila Simpson (27:00) Connor, and, Adalee, the existing appointments tab, I took out the PT OT and speech therapist. So you should be able to just upload the entire thing?

Adalee Arreola (27:11) Okay. Awesome. Thank you so much for doing that. Okay. Multitasking.

Connor Morley (27:22) Adalee. Are you all set with the provider enrollments? And group enrollments?

Adalee Arreola (27:26) Yes, just waiting on Niccole, just to confirm that everything’s good.

Niccole Russell (27:32) Yeah. Send that to the PE team for them to confirm that it looks good all of tonight. So, once that happens, how long does that take to load them into medallion’s system?

Adalee Arreola (27:46) It doesn’t take that long. I would say like a two to three day turnaround time?

Connor Morley (27:51) Okay. Yeah. So, Nicole, let me know if we need to escalate things because I saw you… I know we submitted this request for southwest. Yeah.

Niccole Russell (28:06) I just followed up on the same thread. Connor, thank you. Yep. Okay.

Brenda Runde (28:20) We have… some providers that are going to be coming due for renewal here. Like in three reappointment in like three months. I am not sure if… this is gonna be possible still at this point, or not. I feel like I just needed to put it out there because there’s several that I’m looking at with may, and June 20 26 reappointment dates.

Connor Morley (28:54) May and June reappointment dates. We should be able to do Adalee for those recredentialing pieces, when we can load those. It sounds like within the next week, correct? Yeah.

Adalee Arreola (29:08) That’s correct? I can get that done by end of day today. Perfect.

Connor Morley (29:12) And then that, that’ll give us enough time to put the packet together for may and June.

Connor Morley (29:18) And then for your credentialing committees right now, I just have Sheila and Brenda as the committee members approving everything in medallion, but you’d still go to the board with the credentialing packet. Yep.

Brenda Runde (29:32) Our next meeting is may thirteenth. Perfect.

Connor Morley (29:38) Okay. That sounds good to me. And then.

Connor Morley (29:46) for the verifications, it… looks like we have everything in here that we would expect license, Dea, npdb, oag, Sam, medicare, opt out, medicaid, exclusions, insurance, malpractice, history, cme, compliance, peer review and quality data. Does that sound good? That’s.

Brenda Runde (30:10) everything that will be in the packet, you’re saying, yeah.

Connor Morley (30:14) Okay.

Brenda Runde (30:15) Along.

Connor Morley (30:15) With the application itself. And then you’ll also have board action or you can add any additional notes if anything pops up. So you’ll be able to view the verification status within medallion. So, and if you’d like to see an example of what that looks like, give me one second. I can pull that up actually.

Connor Morley (30:48) Please give me one second. This example is redacted because it is using a real person… but let me share my screen so you can see what the packet would, what an example of the packet would look like?

Connor Morley (31:11) Can you see my screen? Yep. So we would just start with a summary, have all the information in there with statuses. And then we keep going for some additional statuses. And then we would start to go into all the different primary source verifications with the source urls and evidence to support that. As long as information on the application attestations and et cetera. So you’d have all the application information, education… training, work history, hospitals… you’d have license information, Dea copy of the attestation. And then let me scroll down some, you would have, these are the disclosure questions. If they answer yes to any of them, we would ask for additional information and that would pull into this packet as well. And then I am, so you have the caqh application. Sorry, a lot of this is redacted but.

Niccole Russell (32:18) This is there.

Brenda Runde (32:20) We.

Connor Morley (32:22) go, so primary source verification. So you can see the evidence that would pull in and you’d get a source name, URL and verified verification by a certain person… additional information on medicaid, exclusions… the verification information maker, opt out the evidence, npdb, if any issues popped up, we would highlight that there have been issues found. And then you would be able to see the reports as well. If anything popped up within the summary. Thank you. And let me know if I’m just going through fast. So we could also see, you know, if there’s a sanction found, we would display what the sanction was with a little information on it, and that’s essentially what the packet would look like. And once this has been put to a ready status, you can also download it and then print it out for your board meeting if needed.

Brenda Runde (33:22) Perfect. Is there a background history?

Connor Morley (33:28) We have work history. Are you looking for a background check? Yes, we can turn on a background check through checkr or we can, do you use a certain company to perform background checks?

Brenda Runde (33:47) Rwhd performs them for us or has performed them? Let me see if I can tell who… just, I thought they just went through the state, but I don’t know, let me look and see if it says… department of health services, background… information, disclosure bid for employers and contractors.

Brenda Runde (34:20) So maybe.

Brenda Runde (34:27) When they’re Wisconsin based, obviously, we would run it on all of the Wisconsin providers and then some, maybe Iowa, some maybe other states and then they have their own.

Connor Morley (34:46) Yeah. I mean, we can definitely do background checks through checker, but if you’d like us to also do a background check through like the state of Wisconsin, I can add that into the verification and the protocol that we do does.

Brenda Runde (35:00) This checker that you’re talking about, does that check all states then, or?

Connor Morley (35:08) It, I believe. So it does like a, I’d have to look up because I do have another customer who does use the checker background. It does, I… believe go through all states for the background check?

Brenda Runde (35:25) Yeah. Can we see like an example or somehow just see what it is, what it’s listed as? Let.

Connor Morley (35:33) Me, see if I can pull up a good example. I might not be able to pull up an example on this call right now just because I would have to redact the provider information, but I can get you an example. I.

Steve McCarthy (35:48) Guess that would make sense. I mean, if checker pulls that data and it pulls it from the states, I mean, being located right in the Tri state area here, that probably would be helpful.

Brenda Runde (35:58) Yeah. Okay.

Connor Morley (36:01) I can get you some more information on that checker background piece. We do have to just connect to checker, and there’s a little bit of work that has to go into it, but it’s not that difficult. It should take maybe like two weeks.

Connor Morley (36:26) But let me take that as a follow up… and I’ll get you an example of a redacted checker background check.

Connor Morley (36:44) Okay. When.

Brenda Runde (36:46) Sam and oig was on there, I didn’t I don’t I mean, not, you went a little fast. I didn’t quite see it, but that’s fine. I’m sure you can confirm, sorry, no, you’re fine. If we were to go through that whole thing, it would take an hour. So you’re completely fine.

Connor Morley (37:01) Sorry. Yeah. Sam and oig are on here right now. The primary… source verifications that we do license verification, de, verification. I can send you a list. We, we do go through a criminal background check. Okay. Yeah, as well. So I don’t know if you want to include checker, but we do go through a criminal background check. Yeah.

Brenda Runde (37:26) If you can send me what checker would pull, then we can kind of maybe see just maybe it’s just a verbiage thing that we’re it is what we’re thinking which will be great. So.

Connor Morley (37:38) Okay. Sounds good. And then I do also have like proof of completed CPR certifications like BLS, acls, atls, pediatric, als, et cetera, respiratory training… and then your proof of vaccinations as well.

Brenda Runde (38:01) Okay. Yeah, those, are they part of the packet or they’re just imported, on the provider’s profile?

Connor Morley (38:09) They would be part of the packet. Okay? But they would come from the provider’s profile. So the provider will need to get that on the profile.

Brenda Runde (38:16) Okay. Well, like new providers, we do require the qgold, but we don’t require a yearly attestation. So, for like TB. So I don’t know, is that if that’s not really a requirement on our end, then does it need to be submitted by qgold? The actual provider, if?

Connor Morley (38:39) You tell us that it’s not a… if you tell us that it’s not needed.

Brenda Runde (38:47) Like for initial yes, but for reappointment, no, for.

Connor Morley (38:51) Initial yes, for reappointment? No. Yeah, we can include that, in the credentialing protocol. Yeah. And you’re talking about the, yeah. So right now, I have it listed as initial test upon start… then annual screening, but it sounds like the annual screening is not needed for re, credentialing correct? Okay. All right. Let me just make a note of that.

Brenda Runde (39:27) And I really only would have that information on initial… applicants. I wouldn’t have… like, am I supposed to put that up in their files?

Connor Morley (39:42) For the initial?

Brenda Runde (39:44) For their immunization information?

Connor Morley (39:48) If, if you don’t need the immunization information for the re, credentials, then no. But if, for initials, if you need that, it’s up to you whether you put that together or they, the providers themselves would enter that information.

Brenda Runde (40:04) Okay.

Connor Morley (40:07) Because, they do have the ability to add in immunizations and blsa… like all those CPR certifications as well as the respiratory training. And I, and I also have the respiratory training listed as an annual requirement.

Brenda Runde (40:27) Hello? I’m not sure. Steve, do you know if we require that as an annual? I don’t I.

Steve McCarthy (40:38) Don’t, I’m not sure where that requirement would come from. I mean, is that HR, I mean, it’s because it’s not on the medstaff listing?

Brenda Runde (40:45) The education staff coordinator, which I know we’re in the process of having a new one, but that’s definitely something that they tracked. So, I don’t know maybe we’ll have to get that person access to this, but they track it on a different system anyway. So maybe that’s.

Steve McCarthy (41:00) maybe.

Brenda Runde (41:00) that’s fine. I guess.

Steve McCarthy (41:04) That’d be my question if they’re tracking it through their own system. Does it really need to be part of this? But again, we’re hiring for that position right now. So I’m not sure.

Connor Morley (41:15) So, I mean, if they are tracking it in their own system, the question is, do you want medallion to pull it into the packet, the credentialing packet for your board’s review?

Steve McCarthy (41:28) If that’s something that happens seamlessly, but if it happens seamlessly, and then you have it all in one place, is that a bad thing? Brenda? No?

Brenda Runde (41:38) It’s not terrible. No, we just have that’s not something we’ve had in the past and so it would be extra sheets but not, I don’t I mean… I don’t think it’d be a terrible thing if it was stored there, but I do know HR tracks it in.

Brenda Runde (41:55) I’m… blanking, they quickbase. No, I’m blanking on what they use.

Steve McCarthy (42:10) So, let’s find out on our end then. And if that’s something that we want in here or not, I guess. Okay.

Connor Morley (42:15) Okay. Just let me know about that. I’ll send you a list of all the primary source verifications and documentations that we, I have listed here.

Niccole Russell (42:36) Okay. I do have something to add. Connor. Go ahead. I wanted to let you know for badgercare plus, you know, we had named that Dean, but the PE lead did advise that would show as a managed medicaid line of business. So that’s been notated on the spreadsheet that’s fine. And then champas was not signed off on it’s. We call that tricare west. Are you good to sign off on that one?

Connor Morley (43:10) Yeah. Did I miss one? Yeah.

Niccole Russell (43:12) Sorry, if I missed it that’s okay. No problem. There are a lot there. Just wanted to make sure before I click it. Oh, yeah. It’s.

Brenda Runde (43:17) still green? Okay?

Niccole Russell (43:18) It’s green now. Yeah, perfect. Thank you. Sorry. No worries. So we’re good to import. I have let Adalee know, yes, okay.

Connor Morley (43:34) Perfect. All right. So just looking at everything left that we have to import, it sounds like everything should be imported by the end of this week, if not early next week. And we have the credentialing process in place.

Connor Morley (44:00) I’ll send you the finalized list just so that we can get your approval as well as an example of the credentialing packet. I do just want to call out. The CPR verifications are not included in the credentialing packet in the example that I have right now, but I do have an example of what that would look like.

Connor Morley (44:26) Essentially, it would just be right at the bottom right below the Sam organization and you would be able to see we just call it CPR certifications. But if you’d like me to call the BLS alcs, anything else I can… we?

Brenda Runde (44:45) Just call it like provider certifications here and they all fall under it on our end. But I mean, if you want it listed out that’s fine too.

Connor Morley (45:02) So we just so just in terms here, let me share my screen. So just in terms of like the grouping… let… me know if you can see my screen. So you go through, we talked about all of the different, like kind of different… summaries and things like that. And then at the end, it’s just called CPR certification and it would have all of the, it would just list all the BLS acls information there. Okay? Is that okay? And then you’d be able to view it on the verifications tab as well in the provider’s profile.

Brenda Runde (45:45) Yeah, that should be fine. I think once we discuss that we actually, that might not even be needed to be honest with you.

Connor Morley (45:57) That’s fine. We can remove it. If you don’t need it. It’s yeah, this is like a very quick add or remove. So we can do it in less than a day if needed. Okay. All right.

Connor Morley (46:24) Sorry, I’m just going back through my notes.

Brenda Runde (46:29) Connor, I put a,

Niccole Russell (46:30) question in the chat just, I didn’t want to forget to ask it, no.

Connor Morley (46:34) No, that’s what do we do with these? What are these?

Brenda Runde (46:41) It’s from.

Niccole Russell (46:44) They’re expirables. Thank you. So it lets you know when the board certification is going to expire. So with these, what I do a lot of the times with my clients is I will under category, there’s a little funnel. So I’ll click to board cert, and then on the expiration date, there’s another funnel and I usually do within 30 days and advise what’s going to expire within 30 days. Okay? So it’s just for your documentation purposes. And for, you know, for nothing to be held up line wise within medallion that we’re trying to work.

Connor Morley (47:23) Yeah, it looks like a lot of these are just historical information that we’ve loaded for the board certs. If you don’t need them, we can filter out of them. We can also delete them, but it just depends if you want to store them within medallion.

Sheila Simpson (47:43) Okay. Like I think personally, I think they’re fine to be there. But if we don’t have to do anything with them… then they don’t need to be there. Because, yeah, definitely. What I was looking at is okay, there were a couple driver’s license in there, but the rest are like American academy of nurse practitioners, certification, family medicine certification… that’s all historical data that wouldn’t really need to be in here at.

Brenda Runde (48:23) Least as far.

Sheila Simpson (48:24) As I know like obviously that’s more Brenda’s area, but I just saw it.

Connor Morley (48:33) Yep. And we do like board verifications as well, usually about two weeks, one week and right before the board has been completed or the board cert is due for renewal. Okay? So within medallion, you can see like the active board certifications as.

Sheila Simpson (48:55) Well.

Connor Morley (48:56) As, you know, what are coming up. And then if there are any that are coming up, we’ll do, the verification to make sure that the provider has reapplied and gotten that completed about two weeks, one week. And the day of that board certification expiration… okay?

Sheila Simpson (49:20) And I think we’ll have to look through what’s out there. Yeah. And this is.

Niccole Russell (49:27) Usually information that I will provide on our agenda as well. So let me just share so I can kind of show you. So normally, what I do is I just hit this funnel here and I go to board cert, you can get a document as well, but the board certs are the main thing that I look at. And then I just do this within 30 days. And then I’ll report these names, the… name of the cert and then the date of when it’s going to expire. So it just, it’s good for a quick glance. Yeah. Okay.

Sheila Simpson (50:10) All right. So then in terms of next steps, because like I’ll be honest, we have a facility recredentialing for medicaid, Wisconsin medicaid that I either need to just do it or it’s one that I… have until honestly, I’m just going to do it because I don’t want to let it expire. But next steps are like, how do we utilize the system by the end of this week? Everything should be loaded next week? Are we going to learn like better, how to utilize the system when we have a new provider, come on? How to flat… out how to use the system for like these payer credentialing? Like, I know that there are some payers that we’re going to need medallion’s help on getting them rostered correctly. We’re going to need to know how to do that within the system. So the.

Connor Morley (51:05) rosters will be put together by medallion. I’ll show you how to go through the requests, the revalidations and the demographic updates, yep, as well as how to view and move credentialing packets to committees, for approval, download the packets themselves, as well as I’ll show you how to make and view the verifications on just a regular basis and go through that expirables list and then also view any verifications that have shown up as like an issue and how to kind of dig into what the issue is. Okay? And then you’ll be ready to start making requests. Okay?

Sheila Simpson (51:58) Okay. That would be good. I have lots of them… no problem.

Connor Morley (52:08) We’ll be good to go. All right. That’s all I had for today. Did you guys have any other questions for me? No?

Steve McCarthy (52:18) Maybe just one. And again, I’m not directly involved in it. I just know I hear from providers. At times there still seems to be a lot of communication with them. I just don’t want them to get comfortable… with not looking at medallion emails. So I don’t know if that’s Brenda, have you heard? Is that slowing down or will that be slowing down a lot?

Brenda Runde (52:38) Of them have been forwarding me their emails and,

Sheila Simpson (52:42) like.

Connor Morley (52:44) I.

Brenda Runde (52:46) think it’s more so like diplomas and residency certification and driver’s license requests that they’re like, do I have to do this and blah blah blah. And I, if I have it, I’ve been putting it up there for them but there’s a lot I don’t have. And so I don’t know whether to continue to tell them to pay attention or like for a while. I kind of said a lot of this stuff should be imported, just hold off, you know, kind of disregard the email for today, but you’ll probably get one again on Monday. And yeah, a lot of them are letting me know that there’s a lot of emails coming in and a lot of work on their behalf. And I’m like, okay, well, let me take a look at your profile, see if there’s something I can do for you and.

Connor Morley (53:39) If it, if it makes more sense, I can turn off the profile reminders. And that… way they won’t be overwhelmed or desensitized… to the profile reminders. That way, yeah, that’d be my concern. Yeah, that way if they do get a task with something to having to do with like a service request, they know to look at that and respond to that. Yeah, maybe that.

Brenda Runde (54:08) Would be helpful. I mean, I’m I can’t I haven’t really figured out how to look to see. I think you showed me once like providers that haven’t even accepted or logged in yet. I’m sure we’ve got a couple out there. I don’t I feel like a lot of people look pretty good. Right now. A lot of them are over 90 percent which I know you wanted people at like 85 or whatever. So we are sitting very pretty in my eyes, but I, I’m sure there’s people that haven’t even accepted and I don’t know how to get to that list again.

Connor Morley (54:41) So, I can show you how to do that, but you are right. There are a lot, a good amount of providers that it looks like they filled out their profiles and the vast majority of them are at about like 90 percent. But if I share my screen really quickly while I’m in medallion, if you go to the providers directory right here, there’s a date joined field.

Niccole Russell (55:07) It’s not populated yet. Okay?

Brenda Runde (55:09) Okay. Now, we see.

Connor Morley (55:10) Sorry, where?

Brenda Runde (55:11) Are you? Where are you at? Okay, date joined? Yep. Well, I’m in.

Connor Morley (55:16) Providers directory. There’s a date joined field. So all these providers are the uw providers, but you can see like, so if I scroll down here, there are a couple of providers that haven’t signed up at.

Brenda Runde (55:28) all. And it’ll.

Connor Morley (55:29) tell you who is not signed up? And then if it’s in, we can ping them again. You also have the ability to resend an invite. And then if you tell me that, you know, this has been happening for a little bit, we set a date for the providers that, you know, April fifteenth, everyone has to log in. Can we resend everyone who hasn’t logged in an email, a login email? I can do that as well.

Brenda Runde (56:01) Okay. That, well, okay. That’s helpful while you’re on Raven davis there right on the front that hasn’t accepted hers. She’s no longer here. She left like in February. I think I put that on our providers tab, but I didn’t know where or how to like get rid of her over here. So if.

Connor Morley (56:19) we just go to the members tab. Yeah. And then you tell it’s Raven davis? Yep, all we have to do is go here and then we can deactivate this member. They won’t count towards your seats anymore. You’ll still have all their information in here, but they won’t, you won’t be able to make any requests on them. So they’ll be essentially archived. Okay?

Brenda Runde (56:39) And like if I ever needed to pull an archive for a date of something, am I able to still? Like, I guess, is there a spot to enter her term date in there? So, like if I ever needed that information to pull for something? Yeah.

Connor Morley (56:54) So you can go to the report builder and deactivated providers and you can pull in like first name, mpi, and… then term date? Okay? And then you would be able to pull that information in there. And then specifically, if I’m just going back to this provider?

Connor Morley (57:19) You can’t enter in any more information because they have been deactivated, but you can always reactivate them. We’ll go to their profile, and then in professional info, there is a field for termination date. So you would be able to enter that in there. Okay.

Connor Morley (57:43) All right. I just turned off the provider profile reminders. Thank you. So whenever they get an email from medallion, it will be for a task that we need more information on whether it’s credentialing or payer, enrollment related, and then they will, but they will also get reminders to complete that task and go into medallion to complete it. Okay? And then.

Niccole Russell (58:06) Also, I just wanted to add, so each one of the tabs on the left, you can export the information. So you don’t have to go. I saw on the providers tab. I think you had like 11 pages or something at the top, right there’s a little down arrow. You can export the information and look to see when the provider joined that way. So you’re not having to go page by page. Okay? Does that make sense? Or do you want me to show you real quick?

Brenda Runde (58:38) Yeah. I’m probably more of a visual person. Okay?

Niccole Russell (58:41) Yeah, no problem. I know.

Brenda Runde (58:43) We only have like a minute, not even a minute, but it.

Niccole Russell (58:46) Won’t take me long at all. So let me let this populate. So right here, when you’re under providers, if you’re under any of these tabs, you have the ability to export, okay, filter these and then export. So however you want to look at that, but.

Brenda Runde (59:03) This is.

Niccole Russell (59:04) The date invited. So that’s where your information is going to be. Okay. There’s a date joint. Yeah… date joined. So you would look at the date join column when you export, and then you could filter to not signed up if you just want to see who has not gotten.

Connor Morley (59:22) Into.

Niccole Russell (59:23) The system yet. Gotcha.

Brenda Runde (59:26) And a lot of those, yeah, they haven’t gotten the notice yet. Even. So, yeah, that makes sense. So.

Niccole Russell (59:31) When you download this, it’s going to populate to your email. Great functionality. Love that. Perfect.

Connor Morley (59:51) All right. All good for today. All set all.

Brenda Runde (59:55) Right. Thanks, everybody.

Connor Morley (59:57) Thank.

Niccole Russell (59:57) you thank.

Brenda Runde (59:58) You all.

Connor Morley (59:59) Right. Have a good one.