Transcript
Amanda Lewis (00:00) hello?
Jack Schell (00:07) Hi, Amanda. How are you?
Amanda Lewis (00:09) I’m good. How are you?
Jack Schell (00:11) I’m doing well. She told.
Amanda Lewis (00:15) me she was going to be able to jump on this one.
Amanda Lewis (00:25) Bailey, where’s she at… job harness… medallion meeting please? Okay. She’s probably running over a little bit on something. It’s okay?
Jack Schell (00:45) No worries. Let me just get the right deco. Here we go. I do have a lighter agenda today. Okay? Should we give her a minute?
Amanda Lewis (01:03) Yeah. Let me see if she responds.
Jack Schell (01:06) It looks like she might have declined.
Jack Schell (01:16) No, there’s no response from her on the.
Amanda Lewis (01:18) Meeting? No. She doesn’t ever respond to a meeting. I’m like, I don’t think she’s declined it. We talked about it.
Jack Schell (01:28) Well, that’s okay. I don’t have much… to talk through today because we’re actually at the end of our quarter here and so I’ll have more updates for you next time we meet, but I do still want to touch base on like execution metrics and have conversation. Okay. Yeah. So we can just get started and hopefully she joins us.
Amanda Lewis (01:58) If not, then I can give her all the details.
Jack Schell (02:01) For sure. So let’s see this is our standing agenda. I’ll share some updates. We’ll turn it to you for some updates. Then we’ll go through the execution readouts of metrics of performance consumption review which is specifically consumption against the services content that you’re contracted for. And then we don’t have anything in our additional project tracker at this time. But if anything comes up outside, you know, standard operating procedures, then we will track that there in terms of updates I have for you. This is where, you know, I’m kind of alluding to the fact I don’t have any updates for you today specifically as we are ending near the end of Q a. I likely next month will have probably a look back on Q a investments that we’ve made to improve services and where our product team is focused in Q a to share some updates. So nothing there for me today, But did want to of course, as always open the floor to you all with any updates on the ways to well side of things and your business. Last time we spoke, you mentioned that there’d be some hiring for some nurse practitioners happening, which is great to hear. And then outside of that, I think that was really the focus of adding about eight to 10 providers over the next two months. And so curious to hear how that’s going. And then if there is anything else coming down the pipeline that the business is focused on from a growth perspective.
Amanda Lewis (03:39) Right now we are interviewing and interviewing. So I think we’ve hired three recently. And what I try to do is I at least give them a month to two months before I’m going to put them in medallion because I want to make sure that they’re going to live up to what we need them to do, you know, go through training and stuff before I just pop them in. And so once they get past their little, I get the okay. All right, keeper then I put them in medallion. So I know of three right now she’s got another interview… Thursday afternoon for another nurse practitioner. And so we’re just really going through all of after this meeting.
Amanda Lewis (04:34) I’ll get on a meeting with our recruiting team basically. And so right now we’re searching for New York. We want to go to New York. So we’re going to be searching for New York providers and stuff. So we’re still on the upswing of, you know, just kind of getting through all those interviews and seeing who we like.
Jack Schell (04:55) Okay. Any other larger initiatives from the company in terms of where you might be headed as a business and taking on new business or just kind of business as usual with growth and new states?
Amanda Lewis (05:10) We just had another Joe Rogan podcast go out. So, you know, when we do those, we get a lot of those.
Jack Schell (05:22) Are ads on the platform on Joe Rogan’s podcast, right?
Amanda Lewis (05:27) Oh, no, Brigham, our owner goes on like two and three hours of his podcast. He’s wearing ways to well shirts.
Jack Schell (05:35) Okay.
Amanda Lewis (05:35) Yeah, he talked to JFK Jr, and they were talking about ways to well, and he was on that one with I said, J RFK. Sorry?
Jack Schell (05:53) Yeah, RFK.
Amanda Lewis (05:54) Jr… group. Whenever he was there. Joe Rogan had one of our shirts on cool. I mean, and so, and I mean, like RFK is speaks about us all the time too. Okay. Yeah. So, yeah, we, and then Brigham went.
Jack Schell (06:13) I wasn’t sure if it was a recurring guest spot because I knew he spoke on it before or if it was like also an advertising play for your services. Yeah.
Amanda Lewis (06:23) I know he’s got guest spots. I mean, yeah, yeah, that’s how we took off of.
Jack Schell (06:29) Course, and.
Amanda Lewis (06:30) then they’ll sit around and talk and do his podcast, but that just dropped last week. So we’re seeing the upswing in all those, you know? So we’re trying to continue to higher up and open. We have New York, New Jersey, Rhode Island.
Amanda Lewis (06:52) I think those are the only we, Missouri has too many crazy laws, but I think we’ll have almost all 50 51 states once we get those three. Okay?
Jack Schell (07:05) So, we’re focused, focus on New York and New Jersey for right now, new.
Amanda Lewis (07:10) York, New Jersey and Rhode Island. Actually, it’s a lab issue. They’re trying to work it out. So, okay. All right.
Jack Schell (07:19) Well, that sounds positive. If there are no other, you know, updates that are really going to be impacting our work, then that’s good to know. I did want to jump into some execution metrics and talk about a couple of these. So this is what we look at. Month over month, new licenses completed to date, six renewal licenses completed to date 45. Currently, there are 64 requests in progress. I added a column. Why did that? Why does that do that? Mouse is so sensitive? I added a column for needs attention just so that we’re carrying that over as well. Just so that we’re tracking. This just means that there are 33 current requests in progress that need attention from either somebody like such as yourself or the provider themselves. And so I want to carry that number over so that we’re tracking that as well. Likely you’re already aware of these, but it’s right within the licensing dashboard. So, okay, perfect. So the managers likely have worked there, average provider task completion time is down from last month back to eight days, which is good to see. We do want to see that could continue to go down, I know. But last time we met, there had been a recent influx of requests. So that’s likely why the days went up. Some people work faster than others. Then I wanted to talk about this turnaround time from requested to intake complete. So this has shot up quite a bit requested is of course, when you put in the actual requested medallion intake is intake complete is when the provider has done just that they’ve completed intake. And at intake complete is when our team can start completing work on the request and can start taking.
Amanda Lewis (09:10) the request.
Jack Schell (09:13) Yes. And then if there’s specific requirements for license completion, what have you, that may be as part of the profile completion as well? So that shot up to it 41 days. And I was poking around, in your… instance just to see if I could, you know, identify why this might be. And it does seem like there are some requests that were initially made back in the fall some earlier this year that are still lagging that need some attention. And so with that, I would just encourage that you maybe filter on the license page and, look for those that have a status of needs client attention or requested just to make sure that there’s no actions that are required. It’s possible that there’s just a couple outliers on requests that maybe are no longer relevant. So we would want to archive those, but I did want to call that out because that is quite a significant swing and it means that things might not be moving forward. My assumption is that they were earlier requests that maybe are no longer relevant or are no longer maybe being treated with as much priority. But, I would just encourage you to take a look at that. Okay?
Amanda Lewis (10:38) So hang on whenever I’m in overview and it says provider task, I have 45 that are ready. We… have completed… 233 and that. Okay. So admin task, I’ve got two, that is… Samantha matos… and they are aware. Blah blah blah. That was four teams. Okay? And it says in review zero. Okay. So provider, I wonder how would I find… oh, hang on. Let me look at something else. Okay? So if it is in the directory and they… still have red?
Jack Schell (11:26) Can you share your screen with me?
Amanda Lewis (11:30) We’re gonna try. They won’t. Let me… hang on, hold, shift up to select the desktop.
Jack Schell (11:41) You just need to click the share button on the zoom?
Amanda Lewis (11:44) Yeah. At the bottom, I’m on a mac and it won’t.
Jack Schell (11:48) I’m on a mac as well.
Amanda Lewis (11:50) Yeah. There’s something that my admin has to do in order to grant access to that, and I can’t turn that on. Unfortunately.
Jack Schell (12:02) Okay. So when you click on let.
Amanda Lewis (12:04) Me see. Yeah, it, I have a… I’ll have to get the administers. I’ll.
Jack Schell (12:11) have to get no worries. So if you go to medallion and you go to licenses, it immediately takes you to your request page.
Amanda Lewis (12:20) Hang on. Let me get back to where it was. Okay. Whenever I log in, I go to overview and if I… go to providers, can.
Jack Schell (12:35) You just go to licenses. And then when you go to licenses, you are on the request page, so you can see everything that’s currently requested.
Amanda Lewis (12:48) As you.
Jack Schell (12:49) scroll across the top, you should see a status column. And… so if you click on the filter on status… and select any of the intake.
Jack Schell (13:16) Any of the intake statuses, except for intake completed… request status needs?
Amanda Lewis (13:27) Client intent? Okay?
Jack Schell (13:29) It should. So there’s so there’s two. So the one that I’m talking about is status yep.
Amanda Lewis (13:35) It’s thinking right now, I just made it go a little wonky. Status for some reason doesn’t have, let me move over.
Amanda Lewis (13:53) There it is. Okay. Intake… intake, pending provider, intake, over 21 days, intake on hold.
Jack Schell (14:06) And even like intake assigned intake in progress, but leave intake completed unchecked because intake completed, is good. So, once you apply those, you… see the ones that are there is about 22 requests that are sitting in that status.
Jack Schell (14:27) And there’s a, and if you look at the request date, I’m seeing a number of them that were requested on January twentieth… a number that were requested, February twentieth. Ooh, and then we get to the current month which is March and there’s just three in March.
Amanda Lewis (14:47) Yeah. But these need, okay, I’ve never filtered it out that way. So you.
Jack Schell (14:54) can, so you can also, so we did the status column. The other column that you mentioned is request status. And if you want to go to request status and filter there, I would select requested and I would select needs client attention. When you do that, you get more, you actually get 43 requests… and maybe those maybe that captures more of the ones that you want to check in on. But I would also then sort this by requested date. So I can see here that there are also in addition to the ones from January twentieth that we were seeing there’s some from December that… are in here that… are requiring info from providers, et cetera.
Amanda Lewis (15:53) I am going to share this with my… with the NP managers and that way they can look into theirs and I will do. Julie’s I see Julie’s name on here and I’m like, no, no, that’s me. I’ll do everything I can to help her. She’s got enough on her plate. College diploma. Okay? She’s got five outstanding tasks versus? Okay?
Jack Schell (16:30) Okay. So that.
Amanda Lewis (16:32) Will help me, yep.
Jack Schell (16:33) So, just wanted to make sure that we’re paying attention to that requested to intake complete because we can’t start work on them until intake’s complete. So, if there’s something that’s lagging or if you see something there that’s high priority, then it’s likely not moving because we need more information. So, got it. Information. Cool. The last stat here is the current median days from requested to license completed. So that’s the full process. So license completed is that the license has been issued, 52 days is the current median, which is very solid. You know, nowhere near that 90 days 100, 20 days that some folks see for licensing. So, with those that are completed that’s the current median, good, no other call outs from my end, but if you have any questions, please let me know.
Amanda Lewis (17:31) No, I think this is going to help. I will get on with the managers in a little bit and let them, okay, kind of take a peek at this because they need to see this because this is their teams and they have to be involved. Now. I do have one question. Okay. And this might be more for Kyle, but… y’all, track the, a, what is it? A, a NC? They… hold a certificate that they have to do every five years, right? What is it called? Hang on. Let me find it, a NP maybe. I… didn’t know if that’s something y’all, tracked.
Jack Schell (18:19) It does sound like it’s likely a Kyle question. Okay?
Amanda Lewis (18:23) No, and that’s cool. I meet with him every Thursday, so.
Jack Schell (18:26) Perfect. I.
Amanda Lewis (18:28) was just thinking, hey, it came up today, Julie’s like, when is mine due? Because it’s like every five years. And I was like, I just need to ask them if they, you know, if they do that or because y’all, request it and they have to have it in here for y’all, in order for you to like get a license. So, I know people put it in there, but I was, I didn’t know if that was one that was, y’all do. So, I was like, I need to ask, but I’ll ask Kyle whenever.
Jack Schell (19:00) Sounds good.
Amanda Lewis (19:01) Other than that.
Jack Schell (19:03) Okay, great. The last, sorry… said.
Amanda Lewis (19:08) I probably need to go in here and do some… new licensing and, you know, that kind of stuff. So, yeah, so.
Jack Schell (19:19) Last thing I wanted to read out here of course, is consumption. So, this is the services that you’ve purchased with medallion and how you are consuming against the volumes projected. We’re currently in year one of a three year contract. So far today, seeing pretty decent uptick in utilization since the beginning of the year. However, you know, you still do have plenty of consumption to utilize, calling out specifically those new state licenses, not seeing many of those come through. Maybe that’s due to, you know, your hiring or, you know, whatever the needs might be there. I don’t know if you have providers that you planned on expanding to new states that we haven’t done so yet, but definitely want to make sure that you’re utilizing those new state license requests. Is there anything that you can think of that’s you know, contributing to a lower consumption number here?
Amanda Lewis (20:17) Me figuring out who needs, who can handle more. And I pulled some stuff today for Linda and Julie and I think that’s where I’m going to go in and be able to look and see where people are utilized and where they’re not being utilized and where I can get more into, you know, a certain state or, you know, which states do they have? What are we, you know? So, I think with this report that I delivered at noon today, I’ll be able to use that to help me apply.
Jack Schell (20:55) Yeah. Well, so you have about 75 percent of your consumption remaining that is across all services, if, and you have until the thirtieth of July.
Jack Schell (21:14) So, if you can request, you know, a good bit of new licenses or renewals over the next couple months, it’d be great to get those requests in so that you can consume them before the end of the current term. Anything unused as we’ve discussed can roll into the next year.
Jack Schell (21:34) I just of course, want to make sure that you are seeing the value of what you’ve already purchased absolutely. And I definitely want to make sure that the projections on an annual basis are as close to accurate as you need. Right now, it looks like we, may have more than necessary, but of course, we also have the implementation period.
Amanda Lewis (21:55) Right. And I feel like… I’m gonna, I mean, we’re fixing to have to do something with some of these. So like… I think once I get a minute with Julie and we can run through, hey, this is, this person is being underutilized. This person’s at this percent because I’ve gone in and calculated every NP. Yeah. So we’ve got to look back at the states and see, okay, what states can we get them licensed in?
Jack Schell (22:29) Yeah. Let’s do it. I.
Amanda Lewis (22:31) Mean, if we need to do it, we just, I’ve got to have that time with her and have it figured out.
Jack Schell (22:38) Yeah, because then also, it’s the, if you’re dealing with a lot of nurse practitioners, we, of course, know you need to get the RN and then you need to get that P. So if we can start the process sooner rather than later, you know, it’ll make it a lot easier. The MP, the MP just adds additional time to their licensure.
Amanda Lewis (22:59) Yes. Yeah. I found one that let her that one certificate go past due. And so that worried me. And so I’m.
Amanda Lewis (23:15) need to dedicate some time to this week. And so I’ll do that. And then I’ll probably work with Kyle on getting some of these new ones put in. Okay? Sounds.
Jack Schell (23:32) Great. Just want to make sure I’m doing my job and keeping things tracking at a healthy rate. Absolutely, I will of course, send this presentation with a summary to both you and Julie. And if she has any questions, I can always meet with her one off. Otherwise we will meet again, I think April 20 first is our next meeting for our executive readout.
Amanda Lewis (23:56) Sounds great. Thank you so much. Thanks.
Jack Schell (24:00) Amanda. Have a great rest of your week. Appreciate it as always.
Amanda Lewis (24:03) You too. Bye bye bye.