Transcript
Rheta Larson (00:00) how are you doing? You’re? Muted by the way?
Jennifer Mikel (00:05) I’m good. Thanks.
Rheta Larson (00:07) Cool. Happy Monday. I know I appreciate you joining this sync for any questions that bittner might have during this time, but it just sounds like they want to reschedule for next week in general and sorry for the time confusion… for the time zones, but I’ll get that right with them too, just to make sure everyone’s aligned.
Jennifer Mikel (00:28) Yeah, it’s no problem. They’re just a hot mess in their selves I.
Rheta Larson (00:32) know, yeah, we’ll get it squared away, but I think we’re in a better spot now… I have the agenda. I don’t know if I can share this with you. I’ll just have this ongoing. So in the event, if there’s anything in particular, I can tag you or tap you in, but most likely, I’ll just post to the channels. Okay? I,
Jennifer Mikel (00:52) wasn’t planning on joining you today. Oh, sorry. I wasn’t planning on joining today until they said that today, the call later, the next call. So I ended up just joining this call to see if like they had any questions, that kind of thing. Okay?
Rheta Larson (01:07) Well, Connor and Sheri are in the room. So I’ll admit them now. Okay?
Rheta Larson (01:19) Hey, there renewed team. How are you all doing today?
Sheri Ryan (01:24) Good morning. Doing good. How are you guys?
Jennifer Mikel (01:27) Doing good. How are you?
Rheta Larson (01:30) Happy Monday.
Sheri Ryan (01:32) Right here we are again.
Rheta Larson (01:36) Yes, I did make some shifts to this invite so I want to make sure everyone did get the invitation. It looks like bittner, Kaleb and Nick all… said they would be joining today. I’m not sure if Nick will actually be hopping on, but I don’t know if there’s anyone we’re oh, there they are. They just came in all at once.
Sheri Ryan (02:07) Cool. Looks.
Rheta Larson (02:08) Like we’re getting the team in. Hello, everyone. Happy Monday.
Kaleb Schnepf (02:18) Good morning.
Rheta Larson (02:19) Morning. I think we have a good mix of the new folks here unless there’s anyone in particular we should be waiting on.
Sheri Ryan (02:31) I feel like the others will join shortly. There’s, Kaleb. All right. Yeah, we’re good, perfect.
Rheta Larson (02:41) So let me share my screen. I did, I was explaining, I made some shifts to this operational sync. If there’s anyone in particular that needs to be invited to these moving forward, please let me know. Just give me their email first and last name and I can get them added. But I did also create a working agenda for us. So most of you should have access to this if you don’t I’ll definitely give you edit access. So I always try to encourage my clients, anyone that has specific questions relevant to any of the requests to add them to this general sync agenda. So that way I can look into them and try and get an answer prior to our sync. If I’m not able to answer it live in the moment, I’ll definitely make sure I reach out to the appropriate teams and Jennifer’s team to make sure that we get that answered for you. But I wanted to start with some of the things we had outstanding from last week. I think bill Mathis or Matthias his initial appointment and thank you Jennifer for helping correct that. We saw his existing Riverside community. We marked that as expired and it looks like the initial appointment did come through. So we do have two outstanding tasks for him. It looks like we’re missing his CV and resume. And then we’re also missing his mpdb. So I just wanted to flag that because the request is in now, but I want to make sure you all saw he has two outstanding tasks that need action, mpdb and CV resume.
Kaleb Schnepf (04:10) Thanks. I’ll reach out to him today. He just a heads up. He’s like slower than molasses when it comes to credentialing. So I will like, I think that’s why he didn’t get credentialed before was because he was so like non responsive. So I’ll make sure I help stay on him for.
Rheta Larson (04:28) That, yeah.
Sheri Ryan (04:29) Are we sure, do we want a non responsive provider providing anesthesia?
Kaleb Schnepf (04:35) Alex needs him and Alex likes him. I’m.
Sheri Ryan (04:37) just harassing?
Kaleb Schnepf (04:38) You, I agree. No, I agree though to an extent, it’s just Alex. I told Alex, I didn’t really want him, but Alex needs him and wants him, so.
Rheta Larson (04:47) That’s what it is and.
Sheri Ryan (04:48) It’s all good. I’m just being sarcastic… yeah.
Rheta Larson (04:53) And we’re here to support you all. So the team will include the due date. So we did put a due date on it just to kind of help urge the providers and push them along. If we don’t hear back from them after so many attempts. I believe it’s the third attempt that’s when we create the admin tasks for visibility for you all. So, Connor Duran Sheri, you should be able to see those in the overview and then also get an alert that you need to action something with that provider. Okay? But other than that for bill, was there any other questions for his initial appointment for Riverside?
Kaleb Schnepf (05:27) Not on my end.
Rheta Larson (05:30) Perfect. Okay. And then I know bittner and Kristen who have recently joined the org, they’re requesting to reschedule for next week just to go over the platform overview. And then I’ll send time slots available so we can get that coordinated with them. I think they had very specific questions. So bittner, if you also have those questions in preparation for our next sync, feel free to send those over via email on the thread that we’re in. And we can also look at those together.
Sheri Ryan (05:59) Rheta, can you include me on that invite just because I missed out on all the beginning medallion stuff myself? So I’d like, to… be involved just for my own knowledge base. Of course, you include me as well, sure.
Rheta Larson (06:18) And I’m happy to run through a few things right now while we have time, but I definitely wanted to give you all the floor and ask for anything in particular. Now there’s anything you want us to address or discuss with any of the open tasks… or any of the open appointments, anything we can help with?
Sheri Ryan (06:42) So help me understand, we’ve got to provide the all tasks, the provider tasks, and the admin tasks, when something hits the provider task, that’s something you’re waiting on the provider to provide back to you?
Rheta Larson (06:56) That’s correct. Yeah. So I think now would be like a good opportunity to quickly go over this. So in the main overview tab here, you all will see there’s different types of tasks here. All tasks is just relevant to the full organization as a whole. So any of the administrators that are assigned to admin staff privileges for renew, you will be able to see every provider and every admin task in all. I always encourage my clients to kind of look at this at a, as a whole. I don’t know how often or frequently you meet with your team internally, but this might be a good touch point for them to schedule like a bi weekly or monthly cadence just to check in on where their progress is with some of these tasks. So the provider tasks are only relevant to the providers. If y’all are just trying to dive into each provider and see like what is outstanding for them, you can see the mass list here. So if you’re like, hey, I need to see what’s going on with bill. You can filter down to bill’s open provider tasks. And then you can see there’s two outstanding for him tied to an appointment, which is the task type here. Task description will give you kind of like a brief overview. But if you click into it that’s when it expands the record to give you the full details of what is actually required. There’s so many ways you can kind of pull this information in platform, this is just like a general overview of all the open tasks. If you take it a step further and you go to the related requests that’s where you’ll be able to see the specific initial appointment for Riverside community. And that’s where you’re going to be able to see what status it’s in what stage of the process. It’s in any notes related to our internal staff. So like where we’re working this request. It looks like it was requested on the seventeenth. And then we tasked the clinician because we’re pending the CV resume and mpdb as I discussed. And then if you click the little plus button to the left, it’s the same information on the actual request itself. So if y’all are looking at a provider’s privileging, and then you want to open up each task assigned to them, you can do it this way as well. But just kind of wanted to show you that it mirrors the same thing in the overview task. It’s not anything different. It’s just a general area where you can view this information. So that’s the provider task. Right now, what I will say is you have 76 provider tasks, almost a mix of providers. If some of these have not been actioned, what I like to encourage clients to do is filter the created date because then you can hit the ones that are the oldest working them oldest to newest might be some good feedback there. You can see this one was created back on the ninth of January and it looks like we’re just missing some information from Sheri harder’s profile. So we just need her to go in and request this information or complete this information. The agent who’s assigned to this task, it looks like they’ve asked for it several times and they haven’t heard back. So I imagine we also have an admin task tied to it, which in this case, you can then turn to the admin tasks or open the request as well like I showed you expand the record and then see if there’s any additional admin tasks tied to it, which would be under all. But, yeah, it looks like because we reached out so many times on the provider’s end, our team has now opened an org admin task which Durant looks like you acknowledged and y’all are trying to get that work done with the clinician. So that’s kind of like the workflow for the admin tasks, but that’s kind of like a brief overview for provider… on.
Sheri Ryan (10:37) The admin class tasks. The best way to communicate with you is just in the notes section.
Rheta Larson (10:43) Exactly. Yeah. And same with providers. We try not to take things off platform if we can help it with this like operational sync or anything that needs to go through support is a really good resource as well. But if you do have a task, the way that you mark these completed is by looking at the request, either adding a note here and providing the relevant details or information. So whether that’s a comment back a task attachment, you can select PDF documents, upload those and then additionally mark the task as complete. You can do one or the other if you just mark it and say, like done that’s fine. But sometimes the team will ask for very specific info like we need your mpdb like give us the PDF copy. So sometimes providers tend to miss that and they’ll just mark it. So we will reopen it. You can see the activity summary here. So you can see when we created this task, it was marked as not started. So no one’s touched it. The provider marked it done. But then we kept going back and forth because we’re still missing something. So that’s kind of like a timeline of what occurred. But this basically triggers our team to look at the task. So if you mark it complete or you add a comment within 24 hours, our team will look at it, make sure it’s relevant, push it along and complete it or move it back to not started for you all to action.
Bitnerworkman (12:05) So if you just put it like you look at the task and then you put it directly into medallion without like even marking this complete or letting you guys know that’s finished? Does it take a little bit longer or is it just not going to be reviewed?
Rheta Larson (12:22) Good question. Yeah. So, are you saying like if you, if this provider like Christopher Lin, if they go into their profile and upload it somewhere in the profile without notifying us in the task? Is that generally?
Bitnerworkman (12:37) What you mean? Yeah, yeah.
Rheta Larson (12:39) That’s correct. If they go off, I mean if they go into their medallion platform and upload like a document to the document section, we won’t be made aware that it’s tied to like a specific task. So we do encourage the clinicians to please make sure they’re responding directly to those open tasks because that will be missed by the teams. Another thing is we don’t work off directly. Sometimes what providers do is what I see is they’ll leave notes in this general request section here and they’ll ask for an update or they’ll attach things there. We also do not communicate in that manner because we only touch these either weekly or biweekly. So by the time we read the notes, it’s already a big delay. So yeah, definitely encourage them to satisfy the tasks.
Sheri Ryan (13:25) So if we go in checking on provider tasks and we notice that the information is there, but you guys, but the provider tasks is still in the queue, it’s okay for us to mark it complete. And then we’ll go look at it.
Rheta Larson (13:41) Yes. Yeah. If you know that something’s in the profile and we’ve missed it on our end. That’s a great conversation for us here in this operational scene because I want to work with the teams and ensure that they’re checking the appropriate places prior to tasking this out because we should be doing that first. But yeah, if you have it somewhere, feel free to just mark it and then we’ll acknowledge it as done if it is in fact there. So like for admin tasks right now, it looks like there’s three most likely because we haven’t heard back from these providers. So yeah, another feedback here would just filter by created, hit the oldest ones to newest. You can see the general notes. You can export these as well. So if y’all, plan to meet internally with your teams in some capacity might be a good way to like get this in front of them. But yeah, any questions on provider admin tasks? Okay? And then the last tab here is expirables. This is essentially just anything in the medallion platform that is now marked as expired due to the due date. So any cme certificates usually board certifications… anything that has an expiration date tied to it, the system will flag it for your knowledge that, hey, this is now expired. So if you need to do something on your end to encourage the provider to update their board certification, get it uploaded, that would be a good call here for expirables.
Sheri Ryan (15:13) Also at the same time, are you guys notifying the provider if?
Rheta Larson (15:18) It’s required for a specific request. Yes, if we need an updated board certificate or an updated CV or license, whatever the case is, we will task the provider as well… but these notices otherwise go out to the provider’s profile and their email preferences. So they’ll get the notification regardless.
Sheri Ryan (15:38) Okay.
Rheta Larson (15:40) Does that answer your question? Sheri? Yeah, thank.
Sheri Ryan (15:43) You, is.
Kaleb Schnepf (15:44) It Rheta, sorry. Is it one of those things that like bugs them until it’s done? Or is that why we also should keep following up too? Does it only send it once?
Rheta Larson (15:54) I think these are whatever their email preference is assigned to. So I’m just in Donald, but if you go to email preferences, this is where the appointment emails will come into play. And then I think there’s another section there for like profile. I don’t know why you all can’t see it, but it basically just, I think it’s weekly if I’m not mistaken, but I can check on the cadence for just any of those outstanding requirements. Otherwise, the task is a little separate, that will be those overview tasks, but they will still come via email and just push the provider like, hey, you have an outstanding task in medallion. Please get that completed.
Kaleb Schnepf (16:33) Awesome. No, that’s perfect. Just because then I know it’s at least fresh in their inbox somewhere right? When I reach out that’s good.
Rheta Larson (16:40) Yeah, definitely. And I think providers, if they get a bit overwhelmed, they tend to turn these off. So that might be some good feedback if they’re like, hey, I’m not getting these updates, just check their email preferences and they can turn it back on.
Sheri Ryan (16:57) Is there a way we can check email preferences? Like kind of globally without having to go into each provider profile or?
Rheta Larson (17:07) I think, you… know, that’s a good question that I’m not confident on. I can double check on the back end if admins have ability to view that. Otherwise, I don’t think from the member side, you all can see that… trying to think of a report about that. I don’t think so either I can add that as an action item because I’m not sure. Thank… you.
Rheta Larson (17:46) Okay. All right. Anything else on the overview for all tasks, provider tasks, any of these tabs?
Rheta Larson (18:00) Okay. Another good area I like to highlight for folks is the analytics and report builder. Report builder is pretty beneficial because this is where you all can go in and create any sort of report and save it to the platform. So you don’t have to continuously create new reports each time. So really whatever you’re trying to kind of see or pull out from medallion, you can see we have two tabs here, report builder and saved reports. Essentially after you click the type of report you want, whether that’s providers, a list of deactivated providers, enrollment requests, whatever the case is, you can then see the selected fields that you want for each report. So from here, you’ll be able to select fields you want to include in that report. So if you want to see like I don’t know you’re doing an exercise where you need all of the provider’s data from their platform, you can pull that. This is just on the provider’s type. If there’s specific enrollment requests you want to look at, you can pull that. And then as you generate these, you just click whatever that to pull over. And then you’ll link that to the right there. And then basically the report will generate below. So then you can save report, export report if something’s there, and then save that. So you continuously just run it automatically on an as needed basis. But there’s a lot of things you can do on the report builder and the analytics tab. This is accessible to you. So if you ever just need to do a deep dive of something that’s what I push clients to use as well. I know it’s kind of like a really quick overview. But any questions on the report builder? Okay? And then lastly analytics kind of same concept here. This basically will help you with reports to find your dashboard and how you can essentially use it. But you can find out information on privileging provider summary, test summary. It will show you kind of everything in the overview section, but you can make this into a nice, I don’t know dashboard for your records and just show you like, hey, there’s eight appointments delivered here’s. Our turnaround time, whatever data that you’re trying to extract from those requests, you can pull here. Same thing with provider summary and then task summary. So I would definitely encourage you all to play around with report builder and analytics because you can see some of the data that we talk about on our operational syncs. And if you ever have questions on any of these, definitely let me know as you play around with it more. All right. So I know it’s kind. Of like a crash course in overview analytics report builder. The meat of all of this will be in the privileging request. So this is where we’ll work out of. So whenever y’all are going through any of the requests and you want to see any open in progress requests, this is what I will pull up and then we’ll work through it line by line together. If that’s the best use of y’all’s time on these syncs, if you want to go through these or if you add to the agenda prior, we can do that how you all see fit. But I’ll pause there. Anything currently in progress that you want to address or go over?
Rheta Larson (21:42) Good… great. Okay. And I think from last week, we got everything answered… this week. I have the email preferences. I’ll definitely check on that side, Sheri to see if you all have the ability to see the kind of like global provider email preferences. And then bittner and Kristen, just keep an eye out for my email with the new time slots available. Sheri, and Durant. I’ll add you to that as well.
Rheta Larson (22:19) All right. If there is nothing else, I will give everyone some time back as always if y’all have questions, feel free to direct them via email or to support, and they will field those to me as well.
Kaleb Schnepf (22:35) Cool. Okay. So, thank you. Thank.
Rheta Larson (22:38) you so much. Thank you.