Transcript
Mira Guha (00:00) hi, Kelly. How are you?
Kelly Rusinak (00:01) I’m good. How are you Mira?
Mira Guha (00:03) Doing pretty well. I can’t believe March was almost over.
Kelly Rusinak (00:08) I know.
Mira Guha (00:10) Hi, grace. How are you?
Grace Blue (00:12) Good. How are you doing?
Mira Guha (00:13) Doing well. Thank you both so much. Glad we were able to find this time and make it recurring. I think it’ll just be kind of helpful. Something we’re trying to do a little bit more for some of our clients. Just make sure we’re staying on top of everything, being proactive about anything we can. I have a couple things I wanted to go over today. I don’t know if we’ll need the full 45 minutes. I just wanted to make sure we baked in enough time to cover anything on your end but anything top of mind for you before we start anything you want to make sure we cover either in this call or in our calls going forward?
Grace Blue (00:47) No, once.
Kelly Rusinak (00:49) We go through it. We may have more thoughts, but I’m curious kind of where to use this as a starting point.
Mira Guha (00:57) Absolutely. Yeah. And that’s kind of my hope too. We can definitely kind of start tailoring it. I want to make sure you’re getting the most out of our time, but I’ll go ahead and share my screen. Just go over some of the things I put together for today. So this is kind of usually how we or at least how I like to run these kind of just remind you who your folks are here and make sure things are going well as far as the level of support you have from the different folks on our team. Go over just a couple of things based on what we’re seeing in platform right now, some metrics and kind of current state. Things might also kind of help us start thinking about strategy and trying to find places where we can streamline and be a little bit more efficient. I want to make sure we’re on top of your priorities and also have a chance to chat about any feedback you might have. If there are pain points that we can start addressing and I can kind of work with Kyle. Any other folks on our team is needed to address those and create some action going forward and then just like to review contract consumption, make sure we’re kind of looking good there, see if there’s any chance we want to continue like right, sizing the contract eventually and then we can always kind of focus on certain things going forward. I usually just will kind of use the same template for our next meeting. I can kind of do comparisons like last month here’s. How we were looking versus now. But I’ll just go ahead and feel free to jump in, interrupt me at any time. I know I talk fast so let me know if there’s anything I can go over, clarify any questions? So, yep, just a reminder that you have me, you have Kyle, you have customer support. I know Kyle’s been working with y’all pretty regularly. I think you have a standing call. I think I heard Amy frana also met with you to discuss some things hopefully addressed any concerns about the level of support you have when it comes to the operational. Then of course, I’m here to help with anything kind of higher level, have these monthly or if we don’t want to do monthly, we can always, you know, skip any in between, but at least quarterly business reviews to stay on top of stuff, help with anything contract wise. And then of course, have our support team. We usually still recommend for anything basic going to support first. But of course, you know, Kyle always happy to help out wherever he can. I know there were some items that came up within the last few. Months where like Kyle and Amy were really on top of things with our operations folks. So I just wanted to touch base to see, I know we’ll get to the pain points and feedback later, but just kind of high level any thoughts or feedback, how things are going there. Anything worth noting for me on my end?
Grace Blue (03:18) Yeah, I would just say, you know, there’s been a lot of improvement just with what, you know, the issues that happened. There’s been a lot of, you know, accountability, you know, putting processes in place to make sure that it doesn’t happen again. Kyle is very responsive. He provides a lot of information even more than what we asked for. So it’s actually been, you know, better to have the onus be more on medallion to provide us with updates to say, hey, you know, this is not happening that’s not happening. So that we know, okay, we need to ping this person. We need to do this and that’s actually been helpful versus us always coming with issues with him, you know, addressing already ahead of the game like, yeah, this is going on. We’re you know, just want to loop you in so that’s been helpful. I will say.
Mira Guha (04:03) Excellent. I’m super happy to hear that. I think Kyle is fantastic. I’m a little biased but I’m glad that’s the experience you’re having too. Anything else? Any other feedback I?
Kelly Rusinak (04:12) Think, yeah, I mean, I think Mira, like there were quite a few misses right? When we reached out to escalate things like one of our MDS licenses wasn’t renewed like it was, you know, not great. I think, I like in hindsight, I feel like we had to reach out multiple times to try to get time with you and Amy, like I just would have appreciated more responsiveness and urgency there. Like it obviously creates a lot of pain for our business. And so, you know, I would say just like that’s some things on my mind. I think the other big thing where we noticed like quite a few things happening back to back was around kind of security privacy stuff where we were being asked for phone numbers, emails being sent to people who weren’t even cadence addresses. So, you know, again, our security team, I mean, we all in healthcare, we know that our security team doesn’t have a lot of patience for that. They do like very vigorous reviews. And so I think like that’s just something that is, very serious at our organization. And so I think just, you know, well, I know there’s some adjustments that have been made there, but I think that’s just like another area where like we had quite a few back to back where it didn’t sit great. Yeah.
Mira Guha (05:38) I totally understand security obviously being huge priority for anyone especially in healthcare. I know that was really a strange one off, but I do apologize for the confusion, lack of clarity there right away. I do believe part of the corrective action was things like retraining and making sure operations team, is coaching folks who are doing those kinds of reach outs as far as kind of proper protocol. I do believe that was addressed as far as, you know, getting a call. I do apologize that took a minute as well. Our protocol is to have operations kind of handle those. Unfortunately, I would not have been terribly helpful, not being kind of in the weeds on the operations.
Mira Guha (06:15) So, I know Kyle and Amy were working with you and Amy’s schedule is just a bit tight, but I do apologize that it took a while, to get that response. So definitely noted in something we’ll make sure we’re aware of going forward. Feel free to continue reaching out to me. And even if I’m not the one setting up the meeting, I can continue to try to kind of push that on my end.
Kelly Rusinak (06:34) Great. Thank you. Yeah.
Mira Guha (06:36) And if you ever have any other questions about security compliance, things like that, I know we have some resources for that.
Mira Guha (06:42) We have a trust center. Again, understand that was a huge concern. Hopefully not something you’re ever going to see again. But if you do need any information and you want to have a bigger conversation, let us know and I can try to find the right folks on our side to assist.
Kelly Rusinak (06:55) Perfect. Thanks. Yeah.
Mira Guha (06:56) Absolutely. All completely understandable feedback there. I’ll go ahead and just jump into current state. I grabbed these. I think this morning, obviously, things change very quickly when we’re working on a lot of licenses but starting with licenses, just kind of wanted to do a general snapshot of where things are. This is just kind of based on me kind of running through things. Then there’s some metrics we can take a look at. Biggest thing we’re seeing quite a few requests coming through. I think I saw some, a decent batch come in even as of yesterday and that requested status, a lot of things sitting there just because if it is a renewal and we can’t start working on it yet, it might sit in requested, but profiles are looking pretty good for completion. From what I can see, processing on our end, a good number of requests, mostly renewals here, but a good handful of new licenses. I know a lot of those have been coming through, large number. It needs client attention. I know it can be hard to keep on top of all those. There’s quite a few tasks right now. A lot of those tasks are related to new state licenses. So, not sure if we’re in a huge rush to get on those, but definitely something we could take a look at if you have any questions about how things are being tasked. Of course, can work on that with, but I’m happy to take feedback to them as well. And then as far as things that are processing and hopefully gonna get issued, pretty soon, good batch in there, most things looking at like a March or April estimated issue date, some, a little bit later in may. And then there are a number of things that are on hold, mostly things that are pending, other types of licenses, a handful of things where maybe you asked us to hold on a license, but overall looking really good. SLA, being followed as far as that intake completed to fa, to submission and seeing on average, 65 days from requested to completed pretty outstanding. I would say especially given I’m, often saying longer for other folks if they’re taking longer to get their intake completed with profiles and tasks and industry standards usually 9,220, I think after submission. So just wanted to highlight those as something that I’m seeing as a success. But happy to hear if you have any questions or thoughts here, on state of licensing. No… no.
Kelly Rusinak (09:05) I have one question for, I know, and grace is like this me here? So this is also like some kind of comments from the peanut gallery. So you both can tell me if it doesn’t make sense for the pending, which it sounded like you alluded to like some of that’s coming on our end. Is there a way to like differentiate that? Like is there a pending because like client, like we requested that or they’re pending for like just because and there’s like something stuck somewhere that we need to go follow up, do?
Mira Guha (09:38) You mean like on the in hold section or like needs client attention, like any particular bucket?
Kelly Rusinak (09:43) I mean, I’m looking, yeah, grace, maybe you have a.
Grace Blue (09:45) Thought I would say that probably will be in the, it wouldn’t be on hold. It would be like the ones that are like outstanding, I know what you’re saying, like be able to identify if it’s us or if it’s y’all, yeah, pretty much kind of thing. But that would be like medallion processing probably because that’s where we find get the task and know if there’s something like we’re waiting on or where it is. So maybe it’s under processing because I don’t think well processing will need client’s attention. We know that’s us. Yeah. But maybe the medallion processing and.
Mira Guha (10:22) Even at the bot end here like seven pending state, I don’t know. I’m just like, yeah, this is for on hold. So like if there’s a like an NP license that we can’t work on until their RN is issued, like that will be a reason it’s on hold or like a Dea need the state license, things like that. So that’s the big one there as far as kind of just like identifying blockers. Hopefully things in here are not taking too long, cause obviously, that’s with us. And then if we do need something from you, we test that and it might move to that needs client attention. If you’re seeing any like, hey, this isn’t needs client attention, but provider profile is complete and there are no tasks. If there was one that was just completed and we’re reviewing it. Yeah, it might take us a second. But if it’s like, hey, there shouldn’t be any reason for this to be in needs client attention that’s good feedback for us. And we can help push on that. I did ask our team on Friday when I was kind of starting to look here like there’s a lot of stuff that’s requested that I think we can start pushing on. So I did push on our intake team to kind of and Kyle helped out as well to kind of see if we can avoid any blockers or slow downs there. So things like that where we can step in, I think we will. But if you’re noticing anything on your end or something that is confusing, let us know. And we can also just kind of dig in if it would be helpful on these calls like quickly, I know Kyle would be better at it, but we can just kind of look at different statuses in the platform and see if filtering on those kind of helps give some clarity there as far as who’s you know, what at this point in time? Yeah.
Grace Blue (11:44) I just want to point out that I get a lot of questions from providers like, you know, not understanding what’s being asked of them. So perfect example, we got a document from one of our MDS where it was the ethical and moral character, like basically saying like they are, you know, they have good ethics and moral character. Well, the document was very confusing because we didn’t it had to be notarized and he was unsure, do I notarize it? Do the two doctors notarize it? But there was only one place for him to notarize it. I mean, only one place for one person to notarize it. And so I ended up reaching out to Kyle, you know, he explained and I just want, you know, double checked what it was. But I think it would be helpful for whoever’s telling them to do something to explain what it is they need to do. So if it’s like here’s, an employment verification form, can, you know, please make sure you sign it and then send it to your employer to sign like give specific details because we get a lot of feedback where they’re like, I don’t know what they’re talking about. Like I just got a chat while we’re on the call right now asking me about something that I need to look and see what they’re asking. So I think that would help cut down a lot of stuff too if they explain what they need to do in the request.
Mira Guha (12:56) Absolutely. That’s really helpful feedback. I think any specific example like as they come up, keep bringing those to Kyle. That might be like a process thing for our intake or licensing specialists as far as they’re you know, probably using some sort of template depending on what the ask is. But if we can make those clearer and then save time when you’re not having to ask questions to clarify, I think that’s great feedback and hopefully something that we could kind of implement from an operations perspective. Perfect. But I made a note of the notarization thing. I’m sure Kyle’s aware of that. I might say that, yeah, I always talk with Kyle after these kinds of meetings or whatever your engagement manager is and say like, hey here’s the feedback. Maybe a good agenda item for your next call is like kind of asking general questions like were some of the biggest pain points or levels of frustration for specific types of tasks like it is usually notarizing or certain forms. And then hopefully that’s something he can bring to folks on like our licensing leadership team and see if there’s changes we can make going forward. So I’ll make that as like an action plan with Kyle and I’ll probably put that in the pain point section of our slide here for posterity. Great. I’ll make a note about just kind of like trying to track statuses and get if there’s any place where there is confusion about what’s on you versus on us. Yeah, if it’s here, hopefully that should mean it’s on your team to complete the task, complete the profile, whatever that is. If there’s ever anything here that isn’t moving or I mean board processing, we don’t quite have as much power since it’s with the board. But anything where it looks like we are not moving on something quickly enough, you can just let me Kyle, our support team know. Yeah. And if there are any confusing statuses too when you’re kind of looking in the platform that’s helpful information. Again feedback for Kyle and our team. Great. Any other questions? This is helpful?
Grace Blue (14:43) No, I’m good. I think what Kelly said, just, you know, identifying what’s on us and what’s on them. And Kyle did start this document showing us like, you know, being detailed. So that may be captured in there, but he just sent it earlier and I only skimmed it but something like that would be helpful calling out, you know, what we can do to move it along versus, you know, not what’s on the other side. So, yeah, but that would be.
Mira Guha (15:11) it gotcha. Okay. Yeah. And Kyle, as usual on top of it, hopefully, oops, if there’s anything, he can go ahead and follow up with you on that document, but excellent and click forward. This is just a, an overview of what we have been doing. So, have been doing quite a lot in the last few months.
Mira Guha (15:29) I know we signed that contract renewal late December. So this is last 12 months. So this will include previous contract as well, seeing pretty steady as far as new licenses with some peaking right now, as far as 37 requested. So far. Sorry completed together in March, and quite a few being renewed as well. As far as kind of what to expect, we have a lot of licenses up for renewal in the next year. I don’t think we do all your renewals. I know we have some folks where we are handling all their renewals because everything is on auto renew, but just kind of wanted to give you an idea of what you can expect, how this might affect your volumes for the contract going forward. If we do want to kind of chat about how auto renew, could be used versus how it’s being used today, happy to do that too. But just kind of wanted to give you a heads up of what’s to come and this is available.
Grace Blue (16:19) What do you mean by that? I mean, can you speak more into detail about that?
Mira Guha (16:24) About auto renew? Huh. Yeah. So, I don’t believe we’re using that on your account. Is that correct? Has anyone chatted with you about auto renew? No, I know Catherine’s been closer to this. Yeah, I’ll check right now. Sorry, I want to make sure I’m not mixing you up with someone else I just met. So I thought it was checked.
Grace Blue (16:44) I thought it.
Mira Guha (16:45) Was, I think I was gonna say, I think we have it on. There might be certain individuals where we have options. Yes, you are correct.
Grace Blue (16:51) All right. Yeah, yeah.
Mira Guha (16:52) Sorry about that. So, yeah, auto renew being you can turn it on for everybody, every single license that we have in medallion. You can opt in, you have it opt in only. So just turn it on, toggle it on for certain folks. I think what we have which is smart for you is we have it on for everybody and then you’ve opted certain people or licenses out, correct? So something we can always keep an eye on. You should have visibility into the platform under existing licenses to see if auto renew is on. Under existing licenses. It’ll also tell you like if the request, if the license has already been like the request has already been made, maybe the renewal window isn’t open yet. You know, if it’s I’m looking at one that’s expiring in 20 27, we’re not going to touch that yet.
Mira Guha (17:31) But if there’s any questions about that, we want to kind of chat on that, with Kyle, let us know. But, yes, auto renew is going to mean that a lot of these are getting renewed in the next year. Okay? Perfect. Yeah. Sorry for the confusion there. They didn’t want to mix you up that’s okay?
Grace Blue (17:47) I just didn’t want to, I just didn’t want to miss anything, you know, but thank you for clarifying.
Mira Guha (17:52) Absolutely. Of course, wanted to touch base on credentialing real quick. I know we were kind of trying to figure this one out. I know Kyle was working with you in operations since we had kind of early kind of stages of trying to figure out exactly what the files were going to look like, what was going to be included? How we were going to run certain verifications? Looks like we were able to get 24 of those files pushed through. There aren’t any queued up right now. As of right now, we have your recredentialing frequency. So all these will be recued up, to get basically more files generated on a three year frequency from the last file. We can change that if you want it to be two years or some other timeline, but wanted to just kind of touch base with you because that is how we do it. Three years is the default. We can adjust that and see if you have any questions or just any changes of plans when it comes to the credentialing that we’re doing right now?
Grace Blue (18:43) Nope, everything seems to be fine there. I think we’re good on the three year that’s what’s in our policy. So we don’t need to change that.
Mira Guha (18:51) Okay, perfect. Don’t have much there. Okay, great. So did want to touch base on tasks. We are seeing quite a few open right now. We are processing a lot of licenses right now. Most of those are currently sitting with providers. If there are certain tasks, we probably talked to Kyle about this, that are going to providers that you want to instead go to admins, or vice versa. You can let us know. We can put that in your project plan, but as of right now, quite a few provider tasks, to be fair, only 25. I think of those are over 30 days, which is pretty good. And I know that sometimes you can’t really act on a task. So, it kind of just sits there in ages, but did just want to flag that. We have quite a few open right now. Just kind of a quick overview. I was kind of filtering based on the task type. Most of them are related to some sort of profile task. Others are specific to a license request. But any questions or thoughts? I know we had some feedback just in general about clarity of tasks, but any, anything else when it comes to tasking… I,
Grace Blue (19:54) guess it’s more of an internal question for you, Kelly, I know I saw that Christina said that they were taking employment verification back… maybe the people team. But the reason why I’m bringing it up is because right now, they assigned the employment verification tasks to the providers and I feel like they should just send it to us and we forward them on because if there’s like 200 versus them having to sign it, send it to the people team. And like, I feel like it’s that process is kind of broken like, you know, versus, if they just give it to us, like the provider, because I think they already sign it and then you just fill it out like, but if we send it to the people team, we can just send it to them like we can send them, you know, but I don’t know if we want to just keep it the onus on the provider, but it just doesn’t seem like they should be responsible for getting us as their employer to sign them? No, I agree.
Mira Guha (20:53) I agree. Yeah, I agree.
Grace Blue (20:56) So, can we make the employment verifications go to the admin? Yeah, I.
Mira Guha (21:02) can ask Kyle if we can put that in your project plan. He’ll probably just want to confirm that with you on your next call or via email. I can also just copy him on the follow up I send. I’ll be including the stack and all that good stuff. So I’ll include the action items from today. Copy Kyle, let him know. And then if you need to fine tune anything about how that’s being tasked out, he can help with that, relay that to the licensing team. Okay? Sounds good. Hopefully that will speed things up wherever we can, you know, get on top of tasking, whoever’s going to answer it most quickly. Absolutely. Makes sense. Perfect. Yeah. So again, just seeing a lot of tasks just like over time as far as those being created. And then those being closed out, average task completion time is 18 days, not super duper fast, but I have seen as high as like 50. So sounds like things are going okay. Maybe some of that slowness is finding clarity with our team and having to ask some questions. So hopefully over time as we kind of nail down that clarity and getting kind of better instructions, we can see that turnaround time decrease. Awesome. So I don’t know if we want to start with feedback or priorities feedback might be more helpful. I can kind of start by just writing down and then we can revisit this next time and see if anything has changed is lack of clarity in tasks. And I can say the example was the, you know, of.
Grace Blue (22:29) The epic and moral character document. Yeah.
Mira Guha (22:39) Want it to be clear exactly what is being asked of the provider.
Mira Guha (22:49) I will also make a note. Employment verification should not be an admin task.
Grace Blue (22:55) Should be an admin task. Yeah.
Mira Guha (23:01) Great. Any other? I think I can just take back the feedback in general on some of the escalations you had recently. I’ll go ahead and make a note of that. But is there anything else that is currently like creating any kind of frustration, taking time out of your day? Anything that we can maybe work to streamline or see improvements on our side? I think.
Grace Blue (23:27) The only other thing I can kind of speak for Catherine because she’s brought it up in some of our other meetings is this kind of goes along with, you know, providing clarity. But so for instance, if we have a nurse practitioner, who I think we have one that has like an acute care a board certification. And we found out that they could not be licensed in whatever state that was because of this type of certification. So to me like the medallion team when we put a request in like, are they analyzing what we’re asking and checking before they’re processing? So we’re getting charged for something. And I don’t know maybe we’re not getting charged, but if we were that, they started working on this knowing that this person cannot be licensed. So like kind of doing that front work where we’re not, we don’t you know, find out 30 40 days later, like, yeah, they can’t get licensed because they have acute care certificate. So like some of those educational things I think would be helpful. I don’t know if you guys have a document that you use, you can share with us. So we know up front, or if they can analyze, you know, what our request is before they process it, say, hey, no, we can’t do this or, hey, yes, we can based off of, you know, whatever the nuances for that particular state, yeah.
Mira Guha (24:44) Absolutely. That’s a good question. I think it kind of depends on what the requirement is. Unfortunately, sometimes it’s hard depending on how things are changing, knowing which type of license in which state might be helpful for me to take back is feedback. Some things it’s we might not notice until later, or even realize until later into the process. The provider is not eligible. Other things it might be easier to find up front. Like in that intake phase, I can chat with Kyle and see if like we do have any kind of list of the general things we’re able to cover in intake versus stuff that might come up later, but obviously understand wherever we can get ahead of requirements we want to. I think one of the biggest examples I saw a couple years ago was like psychologists who had to do an oral exam. We got way into the process. The provider found out they had to do this oral exam and they were like, I don’t have the time to study for that right now and take it. So, unfortunately, we weren’t able to move forward with it. I think usually we’re just going off of the board websites and trying to check every time to make, to see if anything has changed or what the requirements are exactly. But I can relay that feedback and put a note in here and see if that’s something I can talk to Kyle about.
Mira Guha (25:58) Do you know what provider that was for? So it was for Cassie.
Grace Blue (26:05) Cassie, she’s not here anymore, but Carl K a HL. Yeah, that was Cassie for Arkansas… and it was for RX authority. I guess she couldn’t get that with her certificate. So they deactivated. I think they never issued it or something like that, but it would be nice you know, ahead of time to know that.
Mira Guha (26:34) Absolutely. I’ll definitely see. I know at one point our team was hoping to create some version of that, but I think we just realized with all the different types of licenses and requirements that are changing so frequently, it’s kind of impossible to stay on top of it. But I’ll see if I can provide some clarity on kind of our process and how we can hopefully get ahead of things like we get all the way through here, it’s been consumed and we can’t move forward. Absolutely understand. Yeah, let me follow up on that and.
Grace Blue (27:00) Do we get charged if they can’t be licensed? Like do we get charged for that? Yeah?
Mira Guha (27:05) So consumption happens once our team completes that intake process. So basically the audit of everything. So if the provider profile is complete enough, we have their request in the platform and any general intake tasks are completed, that means it will be consumed against your contract. Basically means we’ve put enough work into the request that it is charged even if for some reason the license is stopped and we’re not able to move forward with it. So I can send some information on that. If there’s ever like a freak case where like it completes intake and then you want us to stop it. But we haven’t really done much. You can always reach out to me and I can check to see if our team would be willing to credit it back. But that’s the consumption logic in platform.
Grace Blue (27:49) So if we find out they can’t be licensed, we still get charged for that, but you guys don’t have anything up front to tell us that we shouldn’t be submitting for these types of providers. So we would need to do our own research is kind of what you’re telling me. I.
Mira Guha (28:04) think it depends unfortunately on the type of request. Anything that in platform, there is a column that says intake completed. If there’s a date listed there, that means that’s the date we completed intake, it has been consumed, certain things. Hopefully we will let you know like, hey, this is actually this license has already been issued. We’re not going to work on it. We’re not going to charge you. But once the intake is completed, unless there’s some other reason we shouldn’t be charging you for it. It will be charged against your contract. But hopefully you won’t feel that you have to do a ton of research and that’s something I can talk to Kyle about to see if there is something we can do. It’s. Not going to be efficient to reach out every time you request a license to ask like, hey, are there any weird requirements for this particular license in this state? We do have kind of the list of general requirements which I’m sure you’re aware of. But obviously, they’re going to be some where there’s like an exam or a weird certificate? So it’s a little harder to get on top of those details ahead of time. But that’s how the consumption information works. I can send a little bit more information on that, and maybe we can kind of strategize with Kyle to see if there is anything we can kind of do preemptively in that requesting process.
Grace Blue (29:11) So are we able to as a part of this meeting track when those instances? So like if we find out that we tried to, you know, license someone and then we couldn’t you know, at least start tracking how many of those are happening and maybe it’s not that many, but maybe there is. And you know, we can put something in place to avoid that. But I think that would be something good to start tracking when that happens when.
Mira Guha (29:37) They stop. Yeah. So maybe if it’s put on like on hold or I don’t even think we totally stop requests anything that we can’t move forward with. I think that’s I can make a slide for that each week. And if then turns out I missed one and then you bring one to me, we can start tracking that too. But I’m happy to make like a running list of any in that status based on the notes put in by our team.
Mira Guha (29:57) Like it says when we had to stop here’s, the note from our team. Hopefully we’ll say as to why I can keep track of those.
Grace Blue (30:05) Perfect. Thank you.
Mira Guha (30:06) Absolutely. I’m just gonna make a note about security concerns.
Mira Guha (30:17) There we go. Okay. Any other feedback pain point items we wanna cover can also be positive feedback, but I think we got that about Kyle. So just anything else that would be helpful to chat about? I don’t think so. We shared that with Amy too. I think Kyle stepped up a lot so that’s perfect. Great. I realize I swapped these. So I’ll make this the feedback pain points and then we can just quickly do priorities and anything coming up.
Mira Guha (30:45) So I would love to chat about just anything that’s really high priority for you that you think should be something we are covering in these meetings going forward. Sounds like the consumption piece might be one of those, any things that are just priority as far as maybe like a specific provider getting licensed in certain states, a certain state might be priority provider type. If there are also just things coming up that you want us to be aware of. Like you’re hiring a large number of people to start expanding somewhere, anything like that. I’m happy to kind of make a note of that. I know Kyle mentioned we’re doing, I think a good amount of new state licenses which are queued up right now but just anything you want us to be on top of or be aware of that’s coming up for the cadence side, we’d love to make a note of that. And then we can continue to kind of revisit when we have these calls.
Grace Blue (31:30) I know Hawaii is a high priority, right?
Kelly Rusinak (31:34) Now, for.
Grace Blue (31:36) us, any of those requests that go through any… of the licenses that come through are high priority.
Mira Guha (31:48) And you mean physician type Maryland, right? Yeah. Okay. Got it. That’s for both new state licenses and renewals?
Grace Blue (31:58) Yes, I.
Kelly Rusinak (32:00) Think Connecticut is another one where we might be putting some… requests in that will get a lot of attention.
Grace Blue (32:11) Okay. Gotcha.
Kelly Rusinak (32:12) And that’s like more on the RN side, but anyway, that’s another one.
Mira Guha (32:18) Got it. And as you probably know, if we need to mark any requests as priority, basically just means they’re getting kind of more frequent touch points, I think. And you know, our team is kind of going to address those a little bit more priority wise than some of the other ones. Let us know we can go ahead and either support can update that status or Kyle can probably help update anything to priority status and then just make sure we’re getting on top of those as quickly as possible. Great. Anything else?
Mira Guha (32:51) Awesome. Well, I think the only other thing I wanted to touch base on is the contract consumption.
Mira Guha (32:57) This should be from today. We’re on that one year agreement that ends in late December. Just wanted to flag kind of high level. We’re about 25 percent of the way through the contract about four months in and we’ve consumed about 60 percent of the allocated dollars. So we’re trending pretty high as far as our usage. Happy to send again that information about the consumption and we can track things there. But also wanted to flag besides that here’s just kind of to show you where some of that is coming from. There is a section in the platform called upcoming consumption, anything that has been requested in platform, but we haven’t completed that intake yet. So it hasn’t been consumed. As of right now, a large number of requests, especially those more expensive new state licensing SKUs. And we have in our database a way to calculate what that would add up to and that’s about 90,000 dollars worth of requests. So as of right now current trajectory with the fees and current spend, we are pretty quickly going to basically run through the remainder of the contract dollars at this point in time. So while we don’t have to move forward right now with making any kind of changes to the agreement, we almost certainly will within the next few months. So did just want to flag this. Hopefully it’s a good sign there’s a lot of growth and exciting things happening for cadence, but probably means we will be executing some sort of addendum on your contract. Usually we want to kind of really get on that before like 75 percent of the contract dollars. So we’re kind of getting close. Definitely don’t want to run out of funds that puts us at risk of, you know, finance shutting off access for your account. So while it is a little bit early, any information you might have about what the next, you know, six, however many months might look like on the contract? I guess eight would get us to the end of the year would be super helpful for me to kind of start putting together some sort of addendum with our am team leadership to add additional licenses to your contract, credentialing files, whatever it is we might be doing for you and just make sure we’re in good shape to hopefully have a more right sized contract that gets us to the end of December. Any questions on consumption information? Anything like that?
Kelly Rusinak (35:05) No, I don’t think so. We’ll have to think about kind of the best next steps on our end and kind of what it continues to look like through the end of the year in terms of additional growth.
Mira Guha (35:16) So appreciate the time. Yeah, and we can in our monthly calls, we decide to keep that monthly sync next month. We’ll revisit and we’ll let you know where we are this month versus last month. So you can kind of see how we’re trending. Obviously, I think we’re kind of peaking right now as far as especially those new state licenses. Sometimes I meet with folks. They’re like, yeah, we’re really slowing down after this and that’s you know, fine, if that is the case. It sounds like maybe that is the case. But anything we can do to hopefully forecast as much as possible what we can expect… auto renew is going to help a lot with that because it already tells us what is going to be queued up for, you know, requests within the next, however many months. But any other types of licenses, new state licenses, anything like that, we will really kind of be leaning on you to help us gauge what that might look like based on your strategy and changes there. So, yeah, just wanted to make sure you were aware obviously don’t want anyone being blindsided like you’ve doubled your usage on your contract, your way over. So something we’ll continue to track. And if you have questions, let us know as we work through that agenda, I’m just like with that renewal pricing is going to be based on the bulk commitment, but you should expect to see pricing in line with what you’re paying now or even less if we can, you know, negotiate based on the quantities we’re confirming in that contract. So just wanted to flag that and write you what the process is. Any questions otherwise?
Grace Blue (36:39) No, thank you. Okay.
Mira Guha (36:41) Fantastic. So as far as next steps, I’m going to send over this document, this slide deck from today, I have notes on what we want to cover in our next one. So we’ll probably kind of use the same metrics based on today’s and then kind of focus on some of the other items we were talking about. Of course, bring that feedback to Kyle. As far as next steps, we can talk about the consumption piece like things that were stopped and you can kind of see what that looks like. And then we have this set as a monthly sync. So as of right now, we’ll be meeting the same day and time next month if anything changes and we want to cancel or need to reschedule, let me know. But I do think it would be helpful for us to keep this as a monthly. Also means we have that face to face if there is anything you maybe want to chat with me specifically about since this is kind of just for me and then your team. But any other questions? Anything else I can do as a follow up from today?
Grace Blue (37:34) No, no, thank you all.
Mira Guha (37:36) Right. Perfect. It was great. Touching base with you. Please let me know if I have any questions and have an amazing rest of your week.
Grace Blue (37:43) Thanks you too. Thank you bye.