Transcript
Rheta Larson (00:00) hello? Hello? Hi. How’s it going? Good?
Malia Emberson-Lafoa’i (00:08) Rheta? How are you?
Rheta Larson (00:09) Doing well. Thank you for asking.
Malia Emberson-Lafoa’i (00:12) That’s good. Rheta. This is Nikki. She’s just joined us as a clinical recruiter.
Rheta Larson (00:21) Hey, Nikki. Nice to meet you nice.
Niki Ohmer (00:24) To meet you as well. I might be taking over some of these tasks so that the rest of the team can do what they need to do.
Malia Emberson-Lafoa’i (00:32) Of.
Rheta Larson (00:32) course. Yeah, I know whenever new admins join organizations, it can be a bit overwhelming as far as what’s in platform, what’s your responsibility? What’s medallion? So, I’m happy to utilize these syncs as a means to kind of go over the platform with you or we can set up a separate time if you need like an in depth review of everything.
Niki Ohmer (00:55) Yeah, I think that might be a good idea for a future state. I know there’s somebody else joining our team. I’ll be handling anybody that will be like newly joining the company, and she’ll be handling like the ongoing credentialing needs for current staff. So, it’d probably be a good idea for like the three of us to get together at some point.
Rheta Larson (01:14) Gotcha.
Malia Emberson-Lafoa’i (01:15) Rheta. That would be amazing. I tried to give them a rough rundown of the platform, but I am no expert.
Niki Ohmer (01:24) You did great.
Malia Emberson-Lafoa’i (01:27) Yeah, you go. No.
Rheta Larson (01:31) I was just saying I was happy to coordinate that with y’all, at some point.
Malia Emberson-Lafoa’i (01:36) Cool. Okay, great. And here is the other person who will be helping us out. So, hello, Carissa, hi.
Karissa Weight (01:44) Guys. Sorry, just peeling from one meeting to the next here.
Malia Emberson-Lafoa’i (01:48) All good. So, Carissa has joined us in people operations, and is helping out just broadly with our like growing out our people team across the board. So, hoping that she’ll be able to take on this role of just kind of like doing what Ronak and I have been doing week to week and just kind of like facilitating any of the applications that have been moving forward. Yeah.
Rheta Larson (02:17) Definitely. It’s nice to meet you, Carissa as well. I was explaining to Nikki. I know the platform can be a bit overwhelming if you’re not familiar with it quite yet, but game plan here is to set up some further time with you all just to explore it in depth. If you need that additional training. I.
Karissa Weight (02:34) Honestly thought the platform was wonderful. So, don’t sell yourself short.
Malia Emberson-Lafoa’i (02:39) Good to hear. Great.
Rheta Larson (02:41) Well, at least I guess I can start there really quickly just because I do see Carissa has admin access and then Nikki, do you also need the same permissions?
Malia Emberson-Lafoa’i (02:52) Yeah. I think, did I not give Nikki admin access? I thought I.
Niki Ohmer (02:56) had admin access, but I could be wrong.
Rheta Larson (02:58) I don’t see an invite unless you haven’t accepted it yet. Maybe that’s why it’s not showing on my list.
Niki Ohmer (03:07) Weird. Okay. So I’m in it says admin.
Rheta Larson (03:10) What email are you using N?
Niki Ohmer (03:12) OHMER… it’s N o HMER at soundthehealth. Com. Oh.
Rheta Larson (03:21) I see it. Yeah. Okay. I do see it. I don’t know your name is listed as your email. So it was like filtering out weird, you have admin access as well. So, I think my biggest takeaway here for you all is if you see any email preferences that are set up for the Salma team that you’re not receiving, let me know and I can kind of help mirror that and adjust accordingly to y’all’s specifications. Awesome. Well, I could do a quick intro but I don’t know if Salma has already done that. My name is Rheta. One of the engagement managers with medallion been with the organization for a little over five years now came on to the Salma account. Gosh, it’s been a while now since I think December. So I think we’re in a much better state. Fingers crossed. We stay safe on track with our corrective action plan which I’m committed to with the Salma team just to ensure we’re running through the open enrollments, but that’s the purpose of this conversation. They’re just operational syncs with the team to ensure things are moving. Feel free to flag things when you see something that’s out of the norm. And then I can take it back to the team. If I can’t answer it for you on the fly. My only other suggestion here would be is I have a running agenda with the team. It should be linked to this invite. I’ll give you both links access to edit that. So if you do have questions prior to our sync, you can just drop them down there. And I’ll take a look a little before sync or a day before. So I can get those answered promptly. But other than addressing items from last week, is there anything you all would like to start with?
Malia Emberson-Lafoa’i (05:01) Yeah. I guess like a heads up for you, Rheta, we’re probably going to start onboarding about 30 odd providers that are already existing onto our platform. I know we’ve spoken about this previously. I’m just wondering. I know that we did a bulk import at the start. I’m wondering whether, and I know, sorry, I forget whether we said whether we could do that again or whether we’d need to go in manually with everyone?
Rheta Larson (05:32) How many providers was it? If you can remind me?
Malia Emberson-Lafoa’i (05:35) I mean, Carissa, what do you think it is? It’s probably like 32. Yeah, that’s the number that’s yeah, it’s around 32.
Rheta Larson (05:43) Yeah, I think, let me double check with the technical team just to be sure because if it’s anything over like a handful that’s where we would ask that you all go in and add those manually, but I’ll just double check and confirm before I give you that. Yeah, because I know it’s been a while since we’ve addressed that.
Malia Emberson-Lafoa’i (06:03) Yeah. So I think we’re looking to do that kind of soon probably like within the next few weeks. So, and if we need you to do it manually, that’s fine. I think it’s just then about like Carissa and I like obviously, it’s like more painful for the provider to upload everything and we don’t have as much visibility into these providers because they’re all kind of like remote people out there in the ether. So it would be good if we can do it in that way in the manual way that would be. I mean, in the bulk template way, that would be great. But otherwise, yeah, just let us know. So then we can just like be a little bit more prescriptive in the onboarding for those providers.
Rheta Larson (06:54) Yep. And these are those providers, you said 30 or 50? Sorry?
Malia Emberson-Lafoa’i (07:00) 30 32. I think so.
Rheta Larson (07:02) The 32 providers are there with Salma? They?
Malia Emberson-Lafoa’i (07:07) Will be, yeah, this will be, so basically… we want to move them onto the ocean. We want to move them onto medallion so that we can then credential them with the contracts that we currently have in the medallion system. And then eventually we want to put the current like they work in another for another entity. We are leasing them over to centre for neurohealth. So they’ll have an employment relationship with centre for neurohealth when we bring them onto the platform, we want to credential them all, add them all onto the centre for neurohealth contracts. Then eventually, like in a few months, I then want to add a new group like add, which is called ocean psychiatry, add a new group, add all of their current contracts onto medallion and then… move over whoever like I’ve already started credentialing our providers with ocean, but like move over any of our existing providers onto those contracts as well. So it’s like cross credentialing?
Rheta Larson (08:13) Okay. Gotcha. Yeah, I recall, we.
Malia Emberson-Lafoa’i (08:15) Chatted about this a.
Rheta Larson (08:16) While back, I will make sure I loop in the appropriate technical solutions managers because we might need some support if we do go the bulk in that graph… and I think it should.
Malia Emberson-Lafoa’i (08:29) Okay, cool. And if there’s a cost associated with it, could you just let me know prior? Because it might just change like how I do this?
Rheta Larson (08:36) Yeah, I will let you know next steps and then get the TSM’s involved if needed.
Malia Emberson-Lafoa’i (08:42) Cool. Awesome. That group.
Karissa Weight (08:44) That with ocean is a little tricky. They’re in their feels at present is the best way I think to put it. So, very focused on the experiential components. And if there are things that I can bite off to make it softer for them on the back end, I would gladly take that bullet.
Rheta Larson (09:01) Gotcha. Thanks for letting me know. Anything else with the bulk import. You got the template from our previous conversations, right? Yeah. Gotcha. Anything else with the bulk import before we move on?
Malia Emberson-Lafoa’i (09:13) Nah, I only have like two more on my agenda, but we can talk to them after that.
Rheta Larson (09:19) No, yeah. Go ahead if you want. Okay, cool.
Malia Emberson-Lafoa’i (09:22) The next one is, so I have a new contract with blue shield of California which I signed like last month, which I’ve just gotten the executed version of. Now, I’ve just uploaded it to the platform as a new payer. I have like half of my providers credentialed with them. So there’s like nothing to do necessarily. I just can’t I guess like my question for you is like, is there anything else that I need to do aside from uploading this? And then eventually up like in putting in all of the existing enrollments that I have?
Rheta Larson (10:05) Let me pull. I don’t think so. As long as you’ve got it added, we should be fine until you’re ready to pull that trigger there. I’m also going to confirm with the technical side, the technical piece just to make sure everything’s linked appropriately on the back end, but we should be just fine. There’s no further action for you if you’ve already added it.
Malia Emberson-Lafoa’i (10:26) Sweet. And then I know that ranak had been in touch with Jake on the credit piece. I’m not sure whether you’ve heard anything extra from him. I know that ranak’s just waiting for him right now. So I don’t think it needs, it deserves a bump right now, but just wanted to see whether you’d touch base with him at all. Yeah.
Rheta Larson (10:47) We’ve been talking about it because we’re still waiting on review and approval like essentially next steps from our finance team. So we’re just waiting on their approval. Once we hear back, we’ll definitely. Or Jake is going to be the one who makes contact to let you know what that would be. Yep, no worries. But it’s being worked on. I know Ronak didn’t want to necessarily continue to talk about it this week. So we are trying very hard to push the leadership in finance.
Malia Emberson-Lafoa’i (11:18) Appreciate you so much. Thank you. Cool. And then, okay. And then the last one from me was just, I just wanted to have like a revisit of the licensing part, of the platform. So, yeah, I know up until now we’ve had everyone kind of has had to submit the licenses that they’ve needed, to get credentialed and that they live on the licensing part of the platform. I was just curious on like how you guys verify the licenses that come into? Yeah, like on the right hand side here, how you guys verify their licenses and whether there’s any way that we can obtain proof of the verification aside from the little tip.
Rheta Larson (12:03) Yeah. So there’s a few things especially if you’re an ongoing monitoring or license expiration monitoring. And, this is relevant just to existing licenses, right? Y’all, aren’t going to be adding licensing work for us to do?
Malia Emberson-Lafoa’i (12:15) Not not at this time, okay?
Rheta Larson (12:18) Gotcha. So once it hits what, when a license is added to the platform, our team will check those if they come through our intake process for any requests. Otherwise they fall into that ongoing monitor cadence which I believe is still the same cadence. It’s two weeks prior to expiration, a week prior to expiration on expiration, and then a day post expiration if you don’t see that something has changed, but essentially these fall into a queue. So if I’m not going to use Dea as an example, but we do also do Dea, let me find like an RN or something. So essentially, if this falls into the queue, it’s coming close to the due date. Our team will get that line of requests, get it assigned. If it doesn’t automatically get validated, most of the time, these are automatically validated by the system, but it could fail for a few reasons. The way that you would know is if you go to the three buttons to the right and click that you can hit verify view verifications… and then this will kind of show you the timestamp there of what has occurred in platform. So on November fifth, it looks like that’s when it kicked into that validation because it was coming close to where we needed to validate for one reason or another. And then our team validated it on November fourteenth. If you see a name associated with it, that means medallion staff manually tested it because it failed for one reason or another through the automation. So we just have a human component there. If something goes wrong on the automation, we’ll take a look at it with the second pair of eyes and then we’ll pull the PDF directly from the board portals. So this is what our team is doing in those events. And then that’s what the automation is also doing. It’s pulling the most relevant PDF copy, uploading that as the attachment, and then you’ll see that history here, status preview where we pulled it from. Amazing.
Malia Emberson-Lafoa’i (14:12) Marissa, do you have any questions on that?
Karissa Weight (14:15) That’s super helpful? Is there something similar for the education component? Is education verified? Or is it strictly through the licensing board?
Rheta Larson (14:27) So are you referencing for license applications or is this for like credentialing it’s for?
Karissa Weight (14:33) Joint commission, ongoing applications maintenance. So the education requirement there’s a verification of education at the time of hire. And so I was just wondering if that’s baked into this process with medallion?
Rheta Larson (14:47) This is solely specific to the ongoing monitoring for existing licenses that we’re recommending. Yeah, if y’all have any sort of other product like credentialing that’s something that we could potentially consider. I’m not sure on the education piece, what we check, I do believe it’s a part of that, but.
Karissa Weight (15:04) usually the state verifies it at the time of license application. So it’s kind of a belt and suspenders situation, but we can work around that.
Rheta Larson (15:12) That’s okay. Yeah, we’re just validating that the license is issued and active or expired. If it is expired, we’re flagging it and I can show you what that looks like as well. Sorry, I don’t know if that answered your question though for the education piece. Okay. I was touching on the automation will move through as normal. So there could be a few reasons why automation fails. And it could be because either the license data we have is inaccurate, maybe the provider or you all input a wrong license number. If we can’t find a match, then it kicks off to manual validation. A provider’s name has changed. So let’s say when they got their license issued, and now they have a married name, or a maiden name, whatever the case is. That could also be a reason as to why it was kicked over and failed automation. But again, our teams will take the human component and then search manually whenever we can’t find something. Once we hit that threshold, if we do automation, we do manual and we still can’t find the license. What we’ll do is we’ll mark these as needs attention. And this goes to you all as administrators. So this is where you all would need to filter check to see if there’s anything that’s pending review and then determine your next steps there, whether that’s contacting the provider, getting them to renew or whatever the case is. I don’t see any. So I can’t show you examples. But essentially, it would be a little flag here. It’s like an asterisk or sorry, an exclamation mark that says needs attention and it’s orange.
Malia Emberson-Lafoa’i (16:42) Would that come onto overview for us like a task?
Rheta Larson (16:46) It does not populate into the overview task. No, yeah.
Malia Emberson-Lafoa’i (16:50) That’s a good for us to remember.
Rheta Larson (16:51) Yeah, that’s not something because we’re not monitoring anything for licensing, right? Like we’re not doing active requests. There’s nothing our team needs there, but you should get that in expirables, maybe I don’t know actually if they show, like if you show a document here that has an expiration date tied to, it might populate here, but most of that will fall in the licenses queue under existing needs attention specifically. Yeah, but everything looks clear. Everything looks good. This is just going to indicate how it was verified if it was automatic or manual. And then like I said, if it needs attention, you’ll see it. It’s like a little exclamation point. And then our notes will usually be here relevant to whatever happened. Okay. Any other questions on existing licenses, how to view the verifications? Do you want me to show you how to verify these manually if you do see something wrong? And then you can clear it yourself. I think like.
Malia Emberson-Lafoa’i (17:54) This is just like an internal question for us. I guess as a team, you know, I think we just want to see what we, when someone gets it put onto the platform, when does the, when does it get verified? So like if someone comes onto the like say, I’m adding Nathan chow as a provider for the first time, do they, does medallion only verify the license when it’s coming up to the due date? Or will they verify it on adding him?
Rheta Larson (18:25) It will come later. In that case, it will fall into that appropriate cadence. Not when it’s added by the provider by the admin, unless there’s tied requests to it. So if there’s something relevant to the request, then our team will vet it, but only medallion changes. So like if our staff changes any of the license data at any point, it falls into that validation queue as well for us to just double check and make sure we didn’t make an error.
Malia Emberson-Lafoa’i (18:49) Okay, cool. So then it would be useful, Nikki and Carissa. I think for us to verify the license manually on hire. I mean, we probably want to do it twice, right? We want to do it when we’re adding them onto the platform, Nikki, just so you can verify that the person isn’t you know, horsing us around when we’re interviewing them. And then Carissa, we probably want to do it again on the day that they’re hired for joint commission purposes, Nikki.
Rheta Larson (19:19) Are you verifying prior to even talking to these cats?
Niki Ohmer (19:22) Sometimes it depends. I don’t I’m not as worried about it for these roles, but I’m usually double checking if I interview them and I want to move them forward just to make sure that their license is like unrestricted.
Rheta Larson (19:42) So,
Niki Ohmer (19:43) I usually like, I’m not necessarily checking every single person before I send them like a request to talk to them. But if I’m going to move someone forward and I’m at a minimum looking up their like California license just to make sure that there’s nothing on it, you only have to get burned once to get somebody all the way to the end of the process and then realize that they have a restricted license that they didn’t talk about.
Malia Emberson-Lafoa’i (20:05) Yeah, that.
Rheta Larson (20:06) Is something we do flag as well. If there’s any like sanctions, any fire, licenses, criminal history tied to the license, it typically will be flagged as needs attention. But on top of that, you can also view the existing licenses. And like if Nathan says added new licenses to the platform today, admins can see kind of like a timestamp here as well for when it was added, who touched it? Who updated it? Most of this comes from the provider’s entering data. So, yeah, it might be beneficial just checking those because I see license numbers change all the time depending on the state and the profession. Cool.
Malia Emberson-Lafoa’i (20:45) All right. Easy. So, I think Carissa sounds like the way to do this is just to verify it manually on the day of the hire. So do you mind Rheta, just quickly showing us what that looks like?
Rheta Larson (20:58) Yeah. So let me pull back that existing licenses… so you can work out of the platform directly. It doesn’t matter. This is going to mirror this. I’m just working out of a random one here. But essentially all you would do is click on the license that you’re trying to validate. So I’m going to use anchor as the example for the Ra in California. You’ll come to the far right, click, verify manually. And then this is the same data that we use to validate the license. From here. It’s going to prompt you to go to whichever relevant board that you need. To. In this case, it would be the California board of nursing because they’re an RN. And then that’s where you’re going to pull this license. Sometimes the license info is hard to find if there is a data mismatch. So I like to verify by first and last name, pretty standard across professions. And then different boards have different ways of searching. But I just pulled with his license number and I was happy I happened to find it. Then that’s where I’ll pull that PDF directly from the board portal, just making sure this validation or this data matches what we have in platform. So then you want to check the name, the last name license type is correct. If there is a mismatch here, you can edit it and you’ll update the expiration date there, which that looks like it’s valid through June thirtieth of 20 26. And then this is where you would mark it with the PDF attachment. So you’ll include that downloaded document you have here, the source name. So you’ll just grab the URL and then California board of registered nurses, that’s what our team will put in here. So Coen that. And then of course, you need that attachment. Yeah, just attach it and then submit. And then if it is in a particular status where it was needs attention, it will automatically flip and show your timestamp that like, hey admin. So, and so validated this license with this view… as long as you’re saving it and adding those verify. Verifiable.
Malia Emberson-Lafoa’i (23:06) What if I just click verify please?
Rheta Larson (23:09) Try and avoid doing that.
Malia Emberson-Lafoa’i (23:13) You.
Rheta Larson (23:13) can I caution people to doing that? Because if the automation fails for any reason, what will happen is it will fall into a queue where we’re not actively looking. It kind of like bypasses something there. It’s a known issue, but you can hit it and it might very well just go out to the boards and validate it. But if for whatever reason, you don’t see it move, then I would encourage you to go back and manually validate it.
Malia Emberson-Lafoa’i (23:40) Oh, okay. So it sounds like, all right. So maybe that’s the path though Carissa. Sorry, Rheta, I’m going to have, we might click it. We might try to just click it. That’s fine. Try clicking it, try to automatically verify it, come back like after a day and then verify it and then manually verify it.
Rheta Larson (23:57) They’re pretty instantaneous like I would say within a few minutes, you’ll get the validation. So if you see it hasn’t moved to an automatically verified status, then just take the liberty of validating it manually because it will fall into this. It basically will say that it’s been qc’d by our team, but it’s still pending manual validation and that won’t ever fall into our monitor to check until it hits that expiration threshold. So if something’s wrong, we won’t know until we get that validation back.
Malia Emberson-Lafoa’i (24:28) Carissa. Does that make sense?
Rheta Larson (24:30) Yeah. I mean, it’s just as easy to do it from the state registry. Yeah. So you can click the verify if it fails, then go ahead and just proceed to verify manually and upload those that’s going to guarantee that it shows that checkmark. And then if you can just have, I don’t know if the providers access this at all, but sometimes the providers are notorious for clicking that. So I would try and limit them from doing that as well, no.
Malia Emberson-Lafoa’i (24:57) I don’t think we give them access to this part. I think I tried to quarantine them from this as much as I can, but yeah… that’s super useful. Okay. Fab, well, we can talk about how we can talk offline about how we think that process should exist at the hiring spot. But like ideally, Nikki and Carissa, like we get all of these applications on foot and on the road prior to the person starting. So the verification will be just like a separate kind of piece that we just do on the day they start. Because hopefully we’ve already like submitted all their applications. Yeah. Okay. Cool. That was all for me.
Rheta Larson (25:44) Yeah. If y’all need anything as far as… the platform validation or how that runs through, let me know. And when we set up that extra time, I can kind of walk through a few with you as well. Just from last week. I wanted to highlight these that I had listed for my action items and takeaway, it was follow up cadences. I went through all the files and follow up cadences are on track. There’s three that are still pending, but the team is actively working on these today. So you should see new notes for mohammed medicare, flint tricare, and then Joseph the accn. I think some of these are also at that fourth follow up attempt. So, if applicable, we’re trying to escalate via phone call. And that was one of the takeaway items again last week for the group demographic update, we were a little bit beyond the email cadence follow up. So we did escalate via phone to this particular payer for the group demographic update. And we just got word that we need to allow more time for processing. So we don’t have solid. This one is four. I didn’t add the payer.
Karissa Weight (27:05) That flint’s va word, no.
Malia Emberson-Lafoa’i (27:08) It’s for like a group contract. It’s like. So there’s like two state there’s like two for va. Yeah.
Rheta Larson (27:17) Vaccn. So.
Malia Emberson-Lafoa’i (27:19) There’s like two steps here. So there’s like the first step with these payer contracts are like at the group level, we need to make any updates like to the contract itself, which is I’ll keep owning, which is basically like this, for example, we have like a new hospital outside of the ocean outside of our clinics. Oh, that’s something else I need to do. I need to add, I need to add, I need to add ocean as a practice location. I need to add Fremont as a practice location to all these clinics. Hey, sorry, this is super urgent. I’m sorry to backtrack us here, Rheta.
Rheta Larson (28:01) I have.
Malia Emberson-Lafoa’i (28:02) a, so we have a clinic in Fremont, right? That we have acquired. I need to add it as a practice location to our center for neurohealth contracts. Now, the business license is not in summer health is not in a center for neurohealth name. It’s still under its.
Rheta Larson (28:23) Original.
Malia Emberson-Lafoa’i (28:24) Professional corporation name, which is ocean psychiatry. Will I run into any issues with adding it as a practice location?
Malia Emberson-Lafoa’i (28:35) I shouldn’t I.
Rheta Larson (28:36) think we experienced this with one other. I.
Malia Emberson-Lafoa’i (28:40) feel like we experienced this with medi. Cal. I think medi, cal really did not like it.
Rheta Larson (28:45) Yeah. So I think you, if I’m not, I don’t remember which, exactly, but if I recall correctly, you had to get the new business name updated to center for neurohealth is that, is it going to stay ocean psychiatry?
Malia Emberson-Lafoa’i (29:02) No… it won’t it will eventually be, it will eventually be in the name of like a bigger professional corporation which like currently only like exists in fiction. Like it like it doesn’t we haven’t moved anyone over there yet. So let me just try. How about I just try?
Rheta Larson (29:25) Adding it?
Malia Emberson-Lafoa’i (29:26) As a practice location and Carissa, you and I’ll set some time up Carissa for you and I to walk through this because we need to do this step first before we add any of the ocean providers. Yep.
Rheta Larson (29:39) That’s fine. If you add that to the platform as a new request, our team will work on that and then just pop the note in just to like let them know, but we’ll proceed and then let you know if they come back and say otherwise.
Malia Emberson-Lafoa’i (29:54) Yeah. So basically Carissa, we need to update, you need to make an update at the group level for the actual contract, and then at the payor level, and then at the provider level, you like add them to a particular location, but the contract needs to be updated first. Okay. All right. Cool. That’s a takeaway for me?
Rheta Larson (30:19) Yeah. Okay. Thanks. Sorry. No.
Malia Emberson-Lafoa’i (30:22) Worries. And then the vaccn. Okay. So the rep says we need to allow more time for processing, but I’ve been able, but I can see that Sarah, I’m pretty sure Sarah has been able to be, you know what?
Rheta Larson (30:38) Yeah. This one, I’m assuming this one?
Malia Emberson-Lafoa’i (30:41) Oh, this is for, this is for the triwest hospital. This must be for the hospital one, this must be for, can you just scroll down on the demographic update details so I can see what the task, what the location is. Yeah, this is adding Tricity that’s fine. If he, if he bills… I think it’s yeah, that should be, I mean, like there’s nothing we can do. We just have to wait. All right. Cool. Thank you.
Rheta Larson (31:11) No worries. I just wanted to make sure I close the loop there because those were some of those action items I had for follow up. I’ll make sure we get the new notes in for these three today. And then if I need to recap anything to you all via email, I can definitely shoot y’all, a message. But other than that, anything else you want to flag address or go over during this time?
Karissa Weight (31:34) It looked like Andrew had something next to him. Do we need to take action on that one? Malia?
Malia Emberson-Lafoa’i (31:40) For Andrew Penn, yeah, we do regarding his.
Karissa Weight (31:43) Social security number. I think for caqh?
Malia Emberson-Lafoa’i (31:46) Yeah, if you could take that one, that would be super helpful. Okay, just ask him to please, and I think the issue with him is he, yeah, if you could just please ask him to jump onto medallion… to have a look at what the issue is and then update his caqh and then complete the task, that would be super helpful. Thank you. Okay.
Karissa Weight (32:11) Yeah. Does he need to do that with caqh or do we have the ability to do that for him?
Malia Emberson-Lafoa’i (32:17) No, no, no. I usually like usually with caqh, I think we could, if we wanted to. I usually, I prefer for them to fill out to complete their own personal information… particularly like we have like, I mean, creepy, like we have his SSN if we need it, but I prefer to like give him the, give him the opportunity and you can say to him, hey, like if you want me to fill this out for you, like if you want me to do this for you, let me know. Okay?
Karissa Weight (32:45) Yeah, I can do that. I owe him follow up on other things so I can circle back on that one.
Malia Emberson-Lafoa’i (32:51) Awesome. And then I just had a question on Sarah. So Sarah, we… are still, Sarah, so Sarah is enrollment requests. I can see that she has been… I can see that she has gotten triwest, which is great. And it looks like that was a phone call. So I’m like super stoked for that. So it sounds like the phone call method has been did work for her. So maybe if we could just make sure that with all of our other, like with all of our other triwest applications that the phone that we’ve done a phone call, I’m just going to have a look now. So yeah, I can see that a lot of them are still in email for triwest. So I think it kind of sounds like to me if we could make sure that they are calling that the next round that they call, and that they maybe call the same phone number that they used for Sarah, that would be great. Yep. Okay.
Rheta Larson (34:07) Yeah, that sounds good. It looks like there’s about 13 processing that are in the same bucket. I, without looking at these individually, I don’t know like where they’re at, but I’m assuming they’re right at that fourth attempt. So I can see that as a separate request for the team to utilize the same phone number they used for Sarah’s and then make sure they’re getting the accurate updates there in the notes. I don’t know if I’ll have that action before… end of week, which I mean, it’s Tuesday, but I can put the request in at least by our next sync. We should start seeing some of those notes fall into the file.
Malia Emberson-Lafoa’i (34:43) Amazing. Yeah, because I can see like, I know that they’ve called, I think they’ve called previously and it didn’t work, but… oh, email actually. Yeah, no, I think like, yeah, sounds like the phone is the way to go. And if I think about like our interactions with them when we were going through like that misunderstanding with blue shield and triwest, I think the phone call was always like how we got clarity with them. So that would be great because this is a really important payer for us.
Rheta Larson (35:14) Yep. Yeah, definitely. I will relay that to the team… and.
Malia Emberson-Lafoa’i (35:22) then on Ian’s applications, I can see that they’re all in medallion processing and that they’re ready to be assigned. Just want to, I guess get a read on like when we can expect them to move to payer processing. So intake was completed on the xixth. Yeah, that’s for Ian crutter.
Rheta Larson (35:49) Ian crutter. Okay. Got it. Let’s see.
Rheta Larson (35:59) He has several processing.
Rheta Larson (36:08) And take completed to be xix. Yeah, these are all in the same bucket. Let me push these two because I don’t see that they’re assigned yet? Or actually, I don’t know if they are or they aren’t but the xixth was Thursday last week. So, yeah, let me push these to the team, get them assigned. If they’re not already assigned, let me actually share on my side and then they can submit those within the appropriate SLA, thank you. Sorry. I’m just trying to see if someone is actually assigned to them. I think they’re in queue to be assigned. So I’ll push those forward.
Malia Emberson-Lafoa’i (36:48) Thank you.
Rheta Larson (36:51) Yeah, no problem. So I have Ian crowder for all of his requests that have hit and take completed. We’ll go ahead and get those applications started and then sent for submission. The 13 tricare that are in processing, will escalate those via phone using the same phone number we use for Sarah’s you all said you will look into the Fremont clinic to add the practice location for Sarah health and just try it with ocean psych. And then I will check with the technical solutions managers on the two outstanding items for the bulk import for the 32 existing providers, and then the blue shield of California… note. But other than that, just keeping out for Jake’s email thread because he should be getting back to you all this week. No later that’s good. What else can I help with?
Malia Emberson-Lafoa’i (37:46) I have nothing else cool.
Rheta Larson (37:49) Okay. I think Nikki and Carissa y’all are on these email are y’all, on these moving forward, I can add you if you have, I added them. Okay, great. Perfect. Then I’ll give you edit access to this document and then feel free to start adding those things and tagging me as necessary. Shooting them in email. Support is also a really good go to here. Usually if support is not able to assist, then you can loop me in. Awesome. It was nice meeting you too.
Karissa Weight (38:19) Thank you very much. I appreciate it have.
Rheta Larson (38:20) A good day. Thanks.
Karissa Weight (38:22) Bye bye.
Malia Emberson-Lafoa’i (38:22) Rheta. Bye.
Rheta Larson (38:23) Bye.