Transcript
Kyle Rice (00:00) hey, Janet. Good morning. Can you hear me okay?
Janet Harris (00:08) I can.
Kyle Rice (00:10) Good morning. How are you today? Good. How are you doing well? Thanks. What’s new in the try on world this week?
Janet Harris (00:19) Too long of a list. We don’t have enough time.
Kyle Rice (00:23) Keeping you busy then?
Janet Harris (00:25) Always always.
Kyle Rice (00:28) That’s a good thing, man a new person.
Janet Harris (00:29) Has started this week and she’s going through orientation and training. She will most likely be joining us next week. I’ll add her if I can to the meeting because I don’t want to start sending her emails while she’s in Neo. So she’ll… be joining us next week? Basically. Okay?
Kyle Rice (00:58) Yeah, no problem. Sounds good. Let me know if you want me to add her as well. We can get her looped into our weekly operational series next week or whenever, just let me know and we can happy to make that update.
Janet Harris (01:08) Okay. Perfect. Thank you.
Kyle Rice (01:10) No problem. Jay, I had a little bit of an agenda for us this morning. I just wanted to review some of the open items we talked through last week, but wanted to dive in to anything that you might have before we jump in.
Janet Harris (01:26) Let’s go through your agenda items, and then we can, I think the stuff that is on my list is either on the agenda or on the task list. So we can just go through that. Okay?
Kyle Rice (01:41) Perfect. I know you sent me, so I separated out the license workflows for renewal and the Dea workflows as we requested last week, so we can save that for review. But I have that linked in our agenda as well. I just wanted to touch on the caqh email that you sent to me last week. Was there a specific provider example that you could provide where we changed? I believe you had mentioned that you had changed the email, the delegate access email. I just wanted to look into that a little bit further, but I just want to see if there’s a particular provider like that we can incorporate.
Janet Harris (02:14) As long as you don’t come back and tell me that it didn’t happen. It was Elizabeth gray was one of them.
Kyle Rice (02:25) GR a y, yes. Okay.
Janet Harris (02:30) All right, perfect. It’s so random because it doesn’t appear that they did anything else. They just added their email to our location, which that’s not even for credentialing that’s for the actual location. So, I’m not quite sure why they added that or why they were in her account at all? Because she does not have a signed agreement. Okay?
Kyle Rice (02:52) I’m going to raise that with the team and just have them look in for a little bit more investigation because that shouldn’t happen if she did not have a signed agreement. So I appreciate the example there.
Janet Harris (03:01) Yeah, if we can really check because again, last week, it was one of our CB clinical governing board members that they had accessed. Okay… if we can just keep it clean. I understand that you guys can’t do anything until you get the signed agreement. So I don’t want to have to go through and remove the caqh and then add it back in. So if we can just please don’t access these providers’ profiles. There’s no reason for them. If you’re not updating them, there’s no reason for them to be in them.
Kyle Rice (03:40) Absolutely. Great. I will take a look at the team and see what we can do and again, provide some additional information there. Okay? And then I want to let you know for the provider experience video. I’m just waiting for it to update my account so I can edit in the slide with your email information. Okay?
Janet Harris (03:56) I’m going to tag Mary. I meet with her for something separate today, but tomorrow is my actual meeting for her. I have not received her input. I just gave you mine just to let you get ahead of game with it. Okay? You don’t have to send a finished product until she says, okay, I don’t have anything or this is what I had. I don’t want you to have to keep redoing the video. Okay?
Kyle Rice (04:24) No problem. Just let me know. I’m happy to make any changes there. Okay? And then I did confirm with Lee as well. I know you’re asking around the bulk updates for the completed enrollment lines.
Janet Harris (04:39) We.
Kyle Rice (04:40) don’t have a way to add bulk enrollment lines unless it’s over 50 completed, then we can, what we can do is we can import them with our TSM team. Do you know how many you had to add by chance?
Janet Harris (04:55) No. Okay. When you say 50, you mean 50 providers?
Kyle Rice (04:59) Ah, 50 enrollments, 50?
Janet Harris (05:01) Enrollments. No, you’re not going to get 50 enrollments at any point and I’ve already gone through and added them and so we’ll just, we’ll continue on that path. I just thought maybe there would be an easier way to do that. We’ve also addressed. I know gender affirmation was… non mandatory, but it became mandatory. I think today… so I’ve gone through and we should be all set with those as well.
Janet Harris (05:49) All right, perfect. Awesome.
Kyle Rice (05:52) And then I linked our recording for last week as well in the agenda just for quick reference. So, if you wanted to pull that, and then I’m happy to send today’s as well as soon as that posts. Do we want to go through the open items tracker or did you want to review the Dea and state license renewal workflows?
Janet Harris (06:11) Can you change the date and your notes for today? Ah?
Kyle Rice (06:14) Yes. Sorry, that was a copy.
Janet Harris (06:20) Yeah, I keep seeing March fifth now. I’m gonna have to go back and see if those were the, okay, I thought I was losing it. Did I copy and paste it? I thought I had resubmitted. Let me ask you, go ahead. Let’s go through the tracking items because I think we’re gonna tip on what I was gonna ask. Okay?
Kyle Rice (06:40) I got the tracker open up here. So I still have Adam legler, the platform heir with his invite, that’s still in process with the team. The sleep medicine added as a primary specialty is still in process with the team as well. I should have Myla Chung and Lindsey haberman’s enrollment line closed. Hopefully today, I just pinged the specialist on that. She’s gonna update with the team. I saw that Lindsey’s got moved to request stopped. So I was unsure why that got changed to that status. So they’re looking into that right now and there should be, there should be completed.
Janet Harris (07:13) Okay. Let me, let me ask you a question, Kyle, what is the process for enrollment? What do you mean? And that’s that, yeah, that’s a big question more. So once they get a provider or clinician completed, is it normal practice for them to email me? Let.
Kyle Rice (07:35) Me confirm on that. I’m not super sure on that. Do you want me to put together like a workflow document for the enrollments as well?
Janet Harris (07:41) If you would, that would be helpful. I’m kind of giving up on Myla Chung, and Lindsey and I’ll tell you why and we can table that it is not complete, but we can table that as soon as we left our meeting last week, I started getting emails from your enrollment specialists asking me for their status, the blue cross blue shield. I did because I did receive the welcome letter, Myla started December eighth and we’re at March. And so, when I went through and did all of our updates for our providers, and I have a person doing adding re, credentialing dates, I saw Lindsey wasn’t done, never thought of it, started filling all her enrollment payers in. Then I said, well, wait a minute. Let me stop doing that because this is Lindsey and Myla were medallion owned. So, I guess my question, is a part of the process, them enrollment specialists updating the payers on medallion? Yes?
Kyle Rice (08:56) So, they will add the completed payer enrollment after it is completed? Okay?
Janet Harris (09:01) They don’t need to tag me on Myla and Lindsey. Okay, I’ve gotten them to asking me what the effective dates are and what they don’t… need to tag me on that. If they put it on the platform, then when you and I meet back up, you say, yay, it’s done or nay, it’s not, I can go on to the platform but I’ve got and it’s not the same person. It’s different people tagging me and asking me for the information in that I had to look it up because these providers are starting at the end of the day. It’s my responsibility to make sure that they start on time and that their enrollment is done. So, I had to go through and call every single payer on them to make sure that they could start. So.
Janet Harris (09:56) They could just put it in the platform. I’ll say that I’ll they don’t have to email me and please do not email me and ask me for effective dates and re, credentialing dates when that’s part of should be part of the enrollment process. All right?
Kyle Rice (10:10) I will ask the team to remove you from email communications, moving forward.
Janet Harris (10:13) Just for.
Kyle Rice (10:18) the, just for the completed enrollments asking for like the effective dates or anything of that nature, is I?
Janet Harris (10:24) First, I don’t want to change. I’m not looking to change everything that you guys do. So before you tell them to stop communicating, I would rather see what that process is because I knew people say going forward, let’s forget about Myla and Lindsey, that information may be helpful, that may be helpful in place of the two reports that we kind of sunsetted… that I’ll know at that time so that I can report that to administration. On Friday. So I don’t want to not do that. I don’t think it’s relevant, for Myla and Lindsey. I don’t think it’s appropriate. However I can ignore those emails as I’ve started doing. I don’t want to change that because going forward, we get a brand new person. That information will be helpful if that makes sense? Yeah. So it.
Kyle Rice (11:16) Sounds like you want to do like a kind of like a process review of how the enrollments work. And then we’ll hold on removing your emails, I’m pending your review of that. And then we can go from there. That works great. And.
Janet Harris (11:26) what I’ll do is we will start gravitating everything credentialing… enrollment and intake to the credentialing email versus my email so that when my Cheyenne is her name, when Cheyenne starts working, she’s able to see those things as well. Okay?
Kyle Rice (11:48) She has the additional visibility so we can update that there to the credentialing email moving forward. Okay? But the.
Janet Harris (11:57) the report I get on Monday should come to me if that makes sense? Yes, that’s the admin report of the okay, the weekly.
Kyle Rice (12:08) Tasking the weekly outstanding. Yeah.
Janet Harris (12:10) Absolutely. Awesome.
Kyle Rice (12:14) Did you want to talk? I know you had mentioned API keys as well. Did you want to talk through that as well? Or do you want to kind of hold off on that for a future date?
Janet Harris (12:25) We can talk about it. But the new hire demo, is that wrapped up in the things that you’re already working on? I.
Kyle Rice (12:34) have not completed the new hire demo as of yet. I just wanted to get some different information for you. So, are you looking to for like a video on like what actions providers will need from this? Or can I just like what required fields are you guys looking for in this video the?
Janet Harris (12:54) New person is going to, I am going to add… when I receive, let me explain my airflow of what’s going to happen. I get a new hire from either our, excuse me one second, either from our HR department or from our recruiter, physicians come from recruiter. Once they give them to me, I do a quick check. Do they have a license? What are the things that they need? So from that point, I then send an email to the candidate asking for all of these paperwork that we need license Dea. They’re coming from out of state. Are you transferring all that kind of stuff caqh? So security numbers, all that stuff. My intention is for myself and Cheyenne to add that information that’s what I’ve been doing. I’ve added that information into the platform. And then I continue with my first part of the process which is once I get all that information identify, I, excuse me, I give it to the teams that need it within our group. And then I start their certificate of insurance. So once I’m approved for their certificate of insurance, my understanding is you guys will then once I have their caqh login, then that’s when you you’ll pick it up. Is that correct? Yeah?
Kyle Rice (14:35) So we would just need their invite to go out for them to their provider. Wait.
Janet Harris (14:41) Wait, wait, let’s okay. Gotcha. So we don’t need.
Kyle Rice (14:46) them to accept it. We just need to yeah just essentially just a placeholder for like the new provider. We’ll say we’ll call them John smith just for example, just so they have like a profile holder from there, we can do either a caqh import, an fsmb import or a CV import to pull their additional information, their profile information on there. So that just depending on the completion completeness of either one of the import fields that we’re using, there may be some additional provider, some professional additional information we need from them in terms of population… in terms of like licenses. And then we’ll just need them to complete the disclosure questions and.
Janet Harris (15:28) Wait one second. Kyle. Okay… let’s back up, let’s back up. So at the point of me getting their certificate of need or excuse me certificate of insurance at that point is when you need to sign the testation. Is that correct? So we don’t.
Kyle Rice (15:48) we do, we need all that information up front. I could kind of do like a demo for you of that like a video. We can use like a like an import template to show like what fields it’ll pull in the Coi is necessary as part of the profile, but we won’t pick up any of their requests until they complete the agreement section, get their profile to 85 percent.
Janet Harris (16:11) Okay. So let’s stop right there. Let’s are you able to hear me? I can hear.
Kyle Rice (16:16) you’re going in and out a little bit.
Janet Harris (16:17) Let’s stop right there. So once they get their certificate of insurance approved at that point, you need their agreements signed, correct? It’s not.
Kyle Rice (16:28) Mutually exclusive. No. But, we do need the certificate insurance in conjunction with the rest of the profile items. Okay?
Janet Harris (16:37) I’m gonna back up again. Let’s do this. You tell me the profile items that you need complete. Honestly, I don’t if I’m not going to go into caqh and it does not look like through our process, I would need to, then I don’t want us pulling the information from caqh because your intake of people in, your enrollment, people will tell you and we learn I learned the hard way through the implementation, the mandatory fields that are coming over through medallion… aren’t mandatory fields for caqh. So that information causes rework. So if you can tell me exactly what it is that you will need completed in order for medallion to pick up this provider and start managing them… yeah, let me.
Kyle Rice (17:35) Confirm that just with the addition of the mandatory fields. And then I, let me follow up with the team and see if I have a resource for that. And then I can kind of start putting together, I’ll put together like a one pager for this and then we can have that ready for review for early next week if that works for you. And then I can just confirm those fields with you. And then we can go forward with the video. If that sounds like a plan.
Janet Harris (17:54) Okay. That’s perfect. Because what I would expect my team to do would have those mandatory fields completed as much as possible through, remember, we’re not going to have a whole lot of clinician intervention. It’s going to be us completing whatever medallion requires for enrollment. And so if we know exactly what the requirements are, then we’ll know what needs to be filled out so that we can get those documents done prior to the certificate of insurance being approved. Once the certificate of insurance is approved, then we can load that into medallion. And at that point, can we do the enrollment requests and medallion move forward? Yes, they should be able to. Okay. So if we can get how, that is what is required so that we know that would be, I mean, I get all the mandatory fields, but now everything is mandatory for enrollment. So if we can get what is required for enrollment, and then I can make sure that those fields, our filled in prior to me trying or us trying to hand it over to medallion. Perfect.
Kyle Rice (19:16) Yeah, I will confirm that for you. And then we could go from there. Okay?
Janet Harris (19:24) All right. And the other thing is actually you go ahead. I said I was gonna kind of fall back and let you let’s go through our, your agenda items or, yeah, no worries. I.
Kyle Rice (19:37) Think I touched on everything. I just wanted. We got a couple new additions for today. I know we had mentioned API keys briefly last week, just want to get some more context there. Are you guys looking to hook up with your internal systems or?
Janet Harris (19:54) How can.
Kyle Rice (19:54) we best assist here? I just.
Janet Harris (19:56) Got an email from medallion saying that we could use API keys. I don’t know what API keys. I don’t know what we can do for them. I don’t know what value they hold for you nor I. So I just kind of want to get an kind of an idea what they are and how we could use them. Yeah, absolutely.
Kyle Rice (20:16) The, I know we just released a new section in the platform for some API integration. So if you guys wanted to integrate, I’m not recalling offhand what system you guys are using internally for, if it’s like a, an ehr or epic, but medallion does have the ability to connect with whatever system you guys are using there. And essentially, it will call all the information from the provider’s profile to include their enrollments, their license, their professional history, all their demographic information, I believe their disclosure questions as well to a direct link to whatever resource you guys are using internal in terms of the linkage, what?
Janet Harris (20:59) Does API stand for? Maybe I should start for that? With that? I believe.
Kyle Rice (21:04) It, I believe it’s an application programming interface and it’s a way for different software systems to communicate and share data with it with each other. So, I believe it’ll just make some calls, essentially, think of it as like an open phone line from our system to your system and essentially pull the data back and forth between each system… internally.
Janet Harris (21:30) Okay. Is that its only function? Ap, yes, ikeys. Okay. Yes… I’m not sure at a glance what value that would have for us but I can certainly look into… it deeper.
Janet Harris (21:54) I’m just trying to wrap around how this would be valuable, to us or to you guys. And so I’m not really getting, I think about, I think so we wouldn’t.
Kyle Rice (22:07) have access to your system. On the other side, it would be more so that, so, what system do you guys use like internally outside of medallion, do you, we?
Janet Harris (22:15) Have several systems. I just don’t know why we would use, what value this would have? What would our, what would the meaning? Why would we do that? I guess? So?
Kyle Rice (22:28) It reduces it, kind of helps remain. It helps reduce like some manual work in terms of like going back and forth from system to system. There’s some integration aspects in there which it helps connect different platforms and help speed up efficiency and how, so.
Janet Harris (22:45) I’m not.
Kyle Rice (22:45) Super familiar on the specifics. Were there that’s it’s a pretty technical like aspect side of the house like if I could pull definitely pull Greg in if you want to get some more additional information on there, but it would probably, it probably adds some additional value on your side of the house there, but.
Janet Harris (23:01) Yeah. No. Okay. We… can table that. I don’t see… the value would be at that. And, and simply because that’s tabled not completed the API keys, I don’t know if you have a I.
Kyle Rice (23:21) Put on both there.
Janet Harris (23:22) I don’t know I lost what I was.
Janet Harris (23:34) Now, and it seems like moving forward, we’re going to still be owning medicare applications and medicaid applications. And so I don’t want to fragment the process and then be confusing for both sides. I guess is why I don’t think that those API keys are of value. Okay?
Kyle Rice (23:58) We could.
Janet Harris (24:00) Table that.
Kyle Rice (24:00) For now and then if that happens to come up, I can look into and see if we have any additional information that we can provide on what it does, how our system does. And then we can just keep that on hold for, the time being. And Jane I do, I just want to let you know. I do have a hard stop at 10 30 today. So, is there any other items that you wanted to touch on or add to our open tracker that I can help assist with for today?
Janet Harris (24:24) If we can, with the enrollment workflow process, if we can look at the re, credentialing or re enrollment when providers come up for re credentialing with the processes that would be separate. If we can keep those two separate because… they’re two different functions. And if you find it that needs to be together but I’m only going to have to break it down. So it’s just helps if that’s yeah, no.
Kyle Rice (24:56) Problem. I can definitely pull that. I.
Janet Harris (24:57) Can pull that for you as well. Okay. Well.
Kyle Rice (25:02) What else is top of mind for you this morning Janet?
Janet Harris (25:05) That is it. I am heading into Charlotte. And so… I apologize that’s where my mind is right now. Yeah, no.
Kyle Rice (25:16) Worries. No worries. I know you, I know you mentioned last week, it was, it’s quite a drive with the traffic in there. So I totally understand you.
Janet Harris (25:22) Do have. Yeah, you do have South Carolina licensure and you’re already that’s actually not completed?
Janet Harris (25:34) You’re gonna, you were gonna send me? Was that part of the stuff that you added that?
Kyle Rice (25:41) Was part of the stuff that I added for today? Yeah.
Janet Harris (25:43) Okay. If we can keep that in progress. And then we can talk about it because that’s gonna have to be integrated because we will have to go and do the fsmb with our physicians. And so we need to figure out that collaboration and how we’re going to work through that. If, if you want to change it and say workflow that’s you know, that’s fine. But these processes that we connect, we got to figure out how we have to have a workflow so that anybody I can hand the document to Cheyenne and she can run with it so that’s my premise behind that. Absolutely. All right? That’s pretty much all we have time for today. All right, perfect. I will.
Kyle Rice (26:33) Get these moving on. The updates that we talked about including the enrollments and the revalidation, we’ll review the South Carolina stuff for next week. I will keep the API stuff tabled but I’ll see if we have a resource for that just for reference for future use. And then I also linked, I will link, the recording in our agenda as soon as it posts for us.
Kyle Rice (26:58) And if there’s anything else in the meantime, and then we’re going to look into that caqh issue for Elizabeth gray as well. And then as I say, if there’s anything else in the meantime, just feel free to let me know and we’ll get you taken care of Janet. We.
Janet Harris (27:08) Just need to look at the renewal process. Those are things that we’re going to need to review to see what you do, what we do so that we can complete those workflows. Okay, perfect. That sounds like a plan. All right. Sounds good. Thank you Kyle.
Kyle Rice (27:22) Thanks, Janet. Have a great day.
Janet Harris (27:24) You as well.