Transcript
Naomi Denson (00:00) good morning. Good morning.
Naomi Denson (00:07) All right. Let’s see who’s here, deb and Chris… and Heather.
Naomi Denson (00:21) And Tracy.
Naomi Denson (00:31) Hello, everyone. Hello? Good morning. Who do we have dialed in on the phone? Just so I can.
13406900810 (00:43) That’s probably… I’m dialed in.
Naomi Denson (00:48) Who’s that?
13522744714 (00:49) Vicky?
Naomi Denson (00:50) Vicky? Okay. And deb?
13522744714 (00:55) Okay. Just.
Naomi Denson (00:56) Checking, make sure I’ve got everybody accounted for here. All right. I hope everybody had a good weekend. Are we waiting on Sandy… here’s? Kelly?
13406900810 (01:11) I would wait on her for just a few minutes.
Naomi Denson (01:14) Okay.
Chris.Hambelton (01:20) I’m bouncing back and forth between two meetings. So, if I’m quiet for a few minutes, I’m not ignoring anybody.
Naomi Denson (01:28) That’s all right. Thanks for letting us know. All right. While we wait on Sandy, I did just want Vicky, you had sent over an email about the dis tabs that were ready. I have them listed out here. Yeah. Yes. Go ahead. Okay. Sorry, I thought you were saying something, so you indicated that… there were, okay, sorry.
Chris.Hambelton (01:58) Hey, Vicky, I think, oh, there you go. Yeah, I was saying both of your lines are speaking, but you got.
Naomi Denson (02:02) it.
13406900810 (02:03) Yeah. I noticed that. Okay?
Naomi Denson (02:06) So, you had indicated that for the dis providers who don’t have caqh information. So the intention there is to import everything for them from the templates, correct? And then fill in manually afterwards, correct? Okay. So I wanted to just show you. So the provider template that you filled out this is the caqh template where we would have caqh. So I did add a couple of… tabs here. So providers, no caqh, this is for like the full extended provider profile so you can populate as much as possible without having to do the manual effort in platform. Can?
13406900810 (02:45) You just populate what I have in there. So.
Naomi Denson (02:49) I can move what’s in there over. We can move what’s in there over for you. But if you want any of the additional information to be imported, you would have to go back in and fill in what’s left? Because on.
13406900810 (03:03) No, I don’t have that. I don’t have that information, so.
Naomi Denson (03:07) Okay. So the providers are going to be responsible for providing that?
13406900810 (03:11) Yeah. So you can just go ahead and upload that.
Naomi Denson (03:14) Okay. All right. Good. Do you have their malpractice information or board certification information that you want to import?
13406900810 (03:21) No, I do not.
Naomi Denson (03:22) Okay. All right. Just wanted to double check there. All right. So, yeah.
13406900810 (03:33) What I have now is I was pulling teeth for, so.
Naomi Denson (03:36) Okay. Understood. Just wanted to make sure that you had all of the options available to you. All right. Thanks. So, I’ve got that ticket in for Adalee. There was one other tab that you had said in your email?
13406900810 (03:49) The SRS… peer references.
Naomi Denson (03:56) Okay. That was, yeah. So I have that one here.
Naomi Denson (04:00) So, okay… we’ll add that one to the list. And then Adalee, did you have a chance to look at the work history one? Are we? Okay there? Yes, I took a look at it. It’s good. Okay. All right. So, those are with Adalee to review and import, we’ll reach out if we have any questions or anything on or need any clarifications. And then the group, existing enrollments, Heather, those should be loaded by the end of the day, right? Adalee, correct?
13406900810 (04:34) Okay. Sounds good.
Naomi Denson (04:37) Awesome. And then last time we met, we had talked about, you guys were going to meet internally to collaborate on a plan for provider engagement on setting outcomes for the providers and a plan for getting them invited into the platform. Did you guys have anything come out of those internal discussions for a decision? Well?
13406900810 (05:03) I asked if we could roll that out this week because we wanted to go live. You said we could go live by Thursday?
Naomi Denson (05:13) For the appointments. Yes. So, we’re doing the training today, but I just wanted to, are you inviting your providers? Do you need us to send out the invites in bulk to everyone?
13406900810 (05:22) Once those are uploaded, I like a bulk. Okay. What does everybody else think?
13406900810 (05:33) That’s fine. That’s probably fine. Okay. I have a question.
13522744714 (05:39) The forms that it’s asking them to attest to?
13406900810 (05:44) Can.
13522744714 (05:44) you remove one of those because their caqh is not correct from MSN or do they have to sign that form?
Naomi Denson (05:56) The caqh agreement form in the provider’s profile is optional. However, if they are enabled for caqh management… we can, that is what gives us permission to update and manage their caqh. So anybody that’s going to be enabled for caqh management, they do have to sign that.
13522744714 (06:17) Okay. But MSN is doing that. So that would not be you guys at all, right?
Naomi Denson (06:24) No, we had talked about, there was, I think there was one group.
13406900810 (06:28) That is correct for the ocala deb, that is correct for the ocala physicians?
Naomi Denson (06:32) Yeah. So they don’t have to sign that. That’s just giving us permission to log in and make changes to their caqh profile as needed… or for the caqh management purposes. So, if caqh is enabled for a provider and they have not signed that, then they’ll get a task set that says they need to sign it before we can move forward. But, yeah. So that one is optional, but it can’t be removed. It’s just optional. They can skip it.
13522744714 (07:02) Okay. Thank you.
Naomi Denson (07:04) No problem. All right. So, bulk import, can you repeat?
13406900810 (07:07) What you just, I’m sorry, can you repeat what you just said about? They’re going to get a task if they don’t sign it, but they have a caqh number in the system?
Naomi Denson (07:18) No, if they are enabled for us to, for caqh management, which means that we are managing their attestations for that group of providers that I think it’s under Scott, his providers that are not.
13406900810 (07:32) Right. Where do you go in? Where do you go in the program to say, enable caqh?
Naomi Denson (07:38) It’s in the providers in the providers directory tab. It’s this checkbox over here.
13406900810 (07:46) In the directory, in the.
Naomi Denson (07:49) directory, to the far right, there’s a checkbox. So you can check that box. If you want medallion to manage their caqh. Once you check it, you can’t uncheck, it. You have to reach out to us to disable it. So, yeah. So that will be up to whoever’s managing the providers on your end to either let us know and send us a list of providers that it needs to be enabled for. So we can do it in bulk one time. But as new providers are added, if you need them to have their caqh managed by medallion, you would need to check this box after you’ve created their profile.
13522744714 (08:24) Okay. Thank you. I’m not seeing that option on my screen. Is it mine only goes out to, it says notes? Am I missing something?
17276927774 (08:36) You have to slide the bottom bar across?
Naomi Denson (08:39) Yeah. There’s a bar at the bottom. Oh, yeah. This is.
13522744714 (08:43) So big, you have to move all kinds of ways. Okay. I got it. Thank you. Sorry. No problem.
17276927774 (08:51) It’s all the way at the end. All right. And.
Naomi Denson (08:54) Then, Heather, for the profile completion, I did see that the groups were looking really good. There were some practice locations that I think you’re still working on. Yes, completing. Okay. Yeah, perfect. And then I did just want to touch on the licensing, the auto renew that we were talking about yesterday. So right now the team is working through providers. You are enabling the opt in option for certain providers to auto renew, request their licenses. But currently, because the providers have not been invited, they’ve not logged in. You’re still managing the licensing renewals currently, but it’s still generating requests in medallion. So I just wanted to align there on once we invite the providers they’ve logged in that we would be taking over the licensing renewals that you’ve opted in for from that point forward. And you would no longer be submitting them on the provider’s behalf that medallion would take over.
13406900810 (10:04) Okay. So if we update a… expiration date on the license, it won’t automatically take it out right now.
Naomi Denson (10:17) It looked like that’s what it was doing previously, but.
13406900810 (10:20) There were a couple, it was doing. I thought it was. And then all of a sudden the last couple I did it didn’t and I was like what?
Naomi Denson (10:26) Yeah. So I’m digging into that a little bit more, but just keep an eye on that licenses request tab and make sure that if you see any that are sitting in there that you’ve already done, make sure you flag those to me or through support so that we can stop the request that you’re not charged for them. Any that are still sitting in a requested status, have not gone through intake yet because the providers have not logged in and done their agreements. But once we send out the invites and they start logging in, if they’ve completed that and they have a request in, it is going to start processing through our system.
13522744714 (11:06) So, I had put on your worksheet where dr tahitian’s Dea is showing as.
Naomi Denson (11:15) Yeah, I was going to look at that with you here.
13522744714 (11:20) And also be able to change admitting to non admitting on the hospital.
Naomi Denson (11:28) Yeah. I’m going to look into that one separately, but I will look at dr tahitian… let’s see.
13522744714 (11:39) It’s actually on the list where it, yeah.
Naomi Denson (11:46) I’m just looking at his license here first. I’m just looking at it here first.
Naomi Denson (12:09) Let’s see. When did you update that? That’s because it’s the… document in here.
Naomi Denson (12:27) So there’s expiration dates on these. So let’s just remove… this.
13522744714 (12:35) OK. Now.
17276927774 (12:43) Or can you just add the correct date?
Naomi Denson (12:46) Yeah. I.
17276927774 (12:53) well, 31 28.
13522744714 (12:59) So, where are you at here?
Naomi Denson (13:01) I don’t where… are you at? I’m in the providers, I’m in the document providers document section. So really, they’re already right here. So we can just delete these if you uploaded over it.
13522744714 (13:16) Yeah. Oh, so, you literally can’t update a file. You have to replace it?
Naomi Denson (13:24) Yeah… yeah, because you updated the document, but it didn’t update the expiration. Date. So now it’s in here twice… right? So I’m… just going to delete the duplicates for him. So it’s not in here four times or?
13406900810 (13:45) Two times each. Yeah, that’s another issue. When you put it in the main section in the document, it doesn’t add the date for some of the documents. So you have to go back in and then edit some of the documents to give it an expiration date.
Naomi Denson (14:05) Yeah. If you’re so, when you’re uploading a new document?
13406900810 (14:10) No, like in the other section, like when you go through like I don’t know, sometimes certificate wherever, sometimes you can upload it in those sections. And then when you upload, it doesn’t automatically give it an expiration date. If it, if it doesn’t ask for like, I don’t know it’s kind of a.
Naomi Denson (14:33) A quirk.
13406900810 (14:34) Of the system. Yeah.
Naomi Denson (14:36) And that’s because the let’s see.
13406900810 (14:40) Well, for like fellowship residency, you don’t really need an expiration.
13522744714 (14:44) Date, you’re not going to go in and change.
13406900810 (14:47) That, no, no, not on that. It was something like… if you did, it wasn’t like a passport, like you automatically upload in the document section. I think it made, it might have been Dea cert, or something like that where you upload it into the other section and it goes into the documents, but it doesn’t give it the expiration date. You have to manually, then go in and give it the expiration date. It was on one of those that you wanted to keep track of, right?
13522744714 (15:20) Like I’m having to do now with these two deas, I had to go in and update that information. Yeah.
13406900810 (15:27) So you don’t put in there, you just edit it, you don’t put it in again, you would edit it and put in the expiration date there in the document. Well, so.
Naomi Denson (15:37) The expirables tracking, you don’t have to go in and update the document because the expirables tracking and license verification monitoring that is in your contract is being done automatically through this screen. So, it’s going to you’re. Going to get an expirables report regardless of if it’s on the document and… notifications. No.
13406900810 (16:01) If you don’t have that expiration date in there, it’s not going to track it for us. It gives it an na, when you upload it in the actual section, it gives an na in the right. And.
Naomi Denson (16:18) that’s just for documents that are expiring, but the actual license record itself, medallion is monitoring and verifying these on.
13406900810 (16:26) The back, yeah, but the Dea, you’re not.
Naomi Denson (16:29) Yes, we are. So these are verified, but,
13522744714 (16:33) if you go, okay, so you go back to dr tahitian’s file and it’s got the primary source screenshot for his Vi license and it’s showing the expiration date as na?
Naomi Denson (16:50) And here under his.
13522744714 (16:55) Documents tab.
13522744714 (17:02) So, see… right here V, IMD verification by Brian. It’s got N a as in expiration date… then you’re saying you have to go back in and put that expiration date?
Naomi Denson (17:23) No, I’m saying for the licenses for the expirables monitoring, you’re going to with the license verification monitoring that you guys are contracted for. You’re. Going to be getting expirable reports sent to you directly that will flag any upcoming license expirations, the expirables tracking in the platform from the overview tab that’s only tracking the expirables of the documents that are uploaded. But the actual license verifications are still being monitored and tracked in the provider’s profile under their existing licenses.
Naomi Denson (18:04) So, you don’t have to add an expiration date to the document itself in their documents tab, as long as it’s on the existing license record in their profile. So as long as it’s in here… as long as the expiration date is in here, medallion is monitoring and verifying these. And as they come up for expiration, any that are not already expired as they come up for expiration, you’re going to get a notification if they like… 30 60 and 90 days out from expiration, you’ll start getting notifications that their license is coming due for renewal.
13406900810 (18:50) And when do we have the opportunity to stop an auto? How much in advance can we stop an auto?
13522744714 (19:01) Renewal, an auto renewal, it?
Naomi Denson (19:03) Needs to be stopped before the renewal window opens before the renewal window as soon as the renewal.
13406900810 (19:10) Window. So, if it has a one year renewal open, if they have a one year whatever, or… we have to tell you in a year’s advance that we don’t want you to auto renew that.
Naomi Denson (19:26) If you don’t want us to auto renew it, then you just disable it.
13406900810 (19:31) But what I’m saying is, okay. So you’re saying, okay, like how… do I explain this… once they go live, right? You’re saying, like the April thirtieth one because it’s open, we’re going to get charged. So I decide next week that we don’t want. I don’t want one of the ones that expire on the thirtieth to auto renew. It’s too late. It’s gonna, you guys are gonna charge us whether you do it or not?
Naomi Denson (20:12) If it gets to, so if it gets requested and not stopped before our intake team finishes their review, then, it gets charged to you once it reaches intake complete. So, how?
13406900810 (20:26) Do we know when it’s gone into intake?
Naomi Denson (20:31) You’ll see that the license has been requested that the it’ll say renewal requested right here?
13406900810 (20:38) Yeah, but that’s my request that’s not necessarily when you guys start it.
Naomi Denson (20:47) I’m sorry, I’m not following the question. Okay?
13406900810 (20:51) So, the end, like I requested it on March second. Okay. I requested on March second. The actual renewal isn’t due until April thirtieth. Okay. We’ve gone live and neck. And in the end of this week, say Friday, the doctor, we decide we’re not going to auto renew that one and I remove it from auto. We’re going to get charged whether you do it or not just because I requested it on the second.
Naomi Denson (21:23) No. So if you were, if you request, so like let’s just look at this one, for example, it’s six six thirties, the expiration date, the renewal window opens. May first, this is opted in. So on may first, this is going to automatically generate a request for us to start the renewal process.
13406900810 (21:43) Right. Let’s go to an April thirtieth one or a March 30 first one or something like that?
Naomi Denson (21:52) Yes. So, this is April thirtieth view request. Nope. So if you see this and you open up to view the request, if it will load you.
13406900810 (22:09) Can see that’s another issue. It takes forever to load things.
Naomi Denson (22:13) The request status here is in requested.
13406900810 (22:16) So you,
Naomi Denson (22:18) could still stop this without being charged. It’s after our intake team has that’s.
13406900810 (22:25) what I’m saying, how do we know your intake team has actually started the request? It’ll change. So then at that point, we can’t stop it.
Naomi Denson (22:34) So you’ll see from requested, you’ll see all of these intake statuses once it reaches intake completed, is when you’re charged for it. So you’ll see when it goes into intake. But if it reaches intake complete, that’s when it gets pushed.
13406900810 (22:51) To our, so anytime before intake complete, yes, we can stop it. Yes. And to stop that request, I… would have to unrequest it. And then after the renewal request it again if I want it for next year.
Naomi Denson (23:12) So if you are, if you are going, is that the plan is for you to pick and choose like and not just by you?
13406900810 (23:20) Know, no, no, no, I’m just saying, yeah, I’m just saying like, okay, so I have one right now that it’s… the 30 first. Obviously, I’m going to do it. It’s already done, but I haven’t done it in here. So if it’s after Thursday, we go live or whatever, and I didn’t I have to then unrequest it. And then once it renews, then I can request it again for the next year. Is that what I have to do is that my process?
Naomi Denson (23:56) If that’s what if that’s going to be a recurring situation where a request might come in and then, you know, you decide you’re going to do it. I would just turn off the auto, opt in for that one so that you can decide, hey, I need to request this from medallion instead of us auto requesting it. You having to remember to go in and cancel requests or stop requests before you get charged for it? The best bet there is to just turn off the opt in for the auto renewal. If it’s not truly going to be, you know, medallion is going to own this. They’re going to do the auto renewal every single time and not a, well, maybe they’ll do it if I don’t get to it first type of situation. So if that is going to be the process for you all to pick and choose which ones, I would just make sure that you’re manually requesting the renewals when.
13406900810 (24:50) They’re needed because, yeah, no, I’m just saying in this instance, because of the cutoff date, you know, we didn’t want to wait like to the last minute to do like certain, you know, renewals and stuff like that, certain license renewals, there’s that funky kind of period. But like I don’t know, we have a provider that might be retiring and he’s decided not to do it. I just unrequest it or then he says, no, I’m not retiring and then I have to request it again if.
Naomi Denson (25:27) the request is stopped and then you do need medallion to work it after all, then, yes, you would have to re, request it so you can’t unrequest, you have to. So from the notes section on a request line, you can click the get support button.
13406900810 (25:43) And then.
Naomi Denson (25:44) it’s going to give you options here. So what do you need help with? And then you’re going to request a cancellation, and then our support team will stop that request.
13406900810 (25:54) Okay. I was wondering what that little thing was?
Naomi Denson (25:57) Yes. And then you can always re, request it later. If you turn out that you do need it, you just have to go back into the existing license record or request the renewal from… the platform to re, kick it off.
Naomi Denson (26:16) Are we okay there? Yeah. Okay. So what I want you guys to do before we send out the invites to providers, is to review the requests that have been auto generated and let me know which ones because once they start logging in and signing their agreements, these are going to start being pushed through intake. So we need to know which ones you truly want us to work, and which ones need to be stopped. So there’s nine in here that are requested, that’s.
13406900810 (26:47) fine. That’s fine. We just also need to understand the privileges, the appointments and reappointments, I’m a little confused about. Yeah.
Naomi Denson (27:00) That’s what part of, yeah, that’s why we extended the call today is to do the training. Oh, okay.
13406900810 (27:05) Oh, okay. That’s part of the training? Okay?
Naomi Denson (27:07) Perfect. Yes. Okay. So the initial, the appointments. So it’s under this privileging tab. So this is how you will request and track the progress of the privileging and appointments. So, because we turned off the auto request feature for your appointments because you stated that you only work them as requested from the hospital. How are you getting?
13522744714 (27:35) To these tabs, mine does not have this overview providers feature thing down the.
17276927774 (27:42) Column here?
13522744714 (27:45) I have like a house, so.
Naomi Denson (27:47) There’s a little arrow down here. If you click that.
13522744714 (27:51) It.
Naomi Denson (27:53) expands it. Okay. So, in the privileging tab… when you need a reappointment so you have the existing appointment in here and you’ve received a communication from the hospital and you need to request the reappointment to be done, you’re going to find the reappointment in here. You can search for the provider, however you need to do. And then you would just go to the three dots on the right here and click request reappointment. And that will kick off the reappointment for this entity. In these privileges. You can also do it from the provider’s profile. In a provider’s profile. They also have a privileging tab and an existing tab and has only their appointments. So you can request the reappointment the same way.
17276927774 (28:52) If medallion has one of our hospitals’… address wrong, are you able to correct that?
13522744714 (29:00) Because the hospital is about to build a.
17276927774 (29:02) New hospital, are you?
Naomi Denson (29:04) Talking about these addresses? Yes.
17276927774 (29:09) I’m talking about when you go to add a new hospital and you put, you know, you can type in the hospital name and then it populates what medallion has listed in there under there.
Naomi Denson (29:23) Are you talking about the hospital… affiliations in here?
17276927774 (29:31) Yes. Okay.
Naomi Denson (29:32) So, these are not connected to the appointments. These are just the hospital.
17276927774 (29:36) Affiliations. No, I know. But if you click on, add a hospital, click on that. And then now under Florida.
17276927774 (29:47) And now go to hospital and type in south Florida baptist.
Naomi Denson (29:51) South Florida.
17276927774 (29:53) Yes, south Florida baptist.
17276927774 (30:00) And now, click on that. That address is incorrect. They built a new hospital. So the address is really three two, two… north park road, plant city.
Naomi Denson (30:18) If you can add that to our questions log, I can get it the new, the correct hospital added.
17276927774 (30:26) So, if we.
13406900810 (30:28) don’t have once we go live and there is not a correct address in there, what is our process not to go back to a template, and have them change it. So.
Naomi Denson (30:38) What is our process? You can put in a request through support through our support team and, they can handle, you know, creating new hospitals, or researching, and adjusting any changes, that might need to be made? And you’ll also have Jacqueline, your engagement manager, who you’ll be who you’ll be connecting with regularly after implementation that you can raise operational or product concerns with as well?
17276927774 (31:09) All right.
Naomi Denson (31:14) But for the appointments, so… after you,
13522744714 (31:18) so, these ones, the privileging here that are due, like on three 31, you guys will not be doing anything with those, I would assume since we’ve already sent those in… do we have to let you know that or do we just update it as we get there?
Naomi Denson (31:41) You can just update. You, just update it in here as you receive the approvals. And then you just don’t request the reappointment from us. Okay? You just update it in here, the.
13522744714 (31:51) Only time you’re doing a reappointment is if we request it.
Naomi Denson (31:56) Yeah, I disabled the auto request… feature because you guys said that you only submit reappointments when you receive the outreach from the hospital directly. So it’s not an automatic submission every time their reappointment… due date is coming. So, you guys would be requesting the reappointment on each one that you need us to do.
13406900810 (32:23) So, when you click on one of those, like, it doesn’t tell us… like if they’re a telluride or… where do we put in, what, their approval was for their… you know, board approval? Like as a teller, rad, a console, what… we?
13406900810 (33:03) Where, where are you? Privileges? Where are you? How did you get there?
Adalee Arreola (33:08) I looked here.
Naomi Denson (33:13) Adalee, do you know where the privileges come from? Like the privilege options?
13406900810 (33:19) Like I don’t even see like in there? Like, yeah, the privileges at all, like?
Adalee Arreola (33:27) Yeah. So… Naomi, just transparently, the privileges section there was recently added to the platform. Okay?
Naomi Denson (33:37) So, is this something that like because do we have to load options on the backend for them to have something to choose from?
Adalee Arreola (33:46) We have an import template that can be filled out. It’s not on, their data import template currently.
Naomi Denson (33:57) It’s new. Yeah. Do you have that available that we could look at?
Adalee Arreola (34:04) Let me try and grab it.
Naomi Denson (34:08) You see it?
13522744714 (34:12) So, once you finish the application though, then it goes back to the physician to approve it, where he would look through the privileges and select what he wants or needs.
Naomi Denson (34:27) Yes. So, it would be, it would be when you on the existing appointment. So, with this new feature that Adalee is talking about the privileges for that appointment would be listed in here. And then when you request the reappointment… see request, any new reappointment? So, yes, you would select the provider. So, this is just another view. You would select the provider, the entity, and then any notes. And then on the next screen is where you would select the privileges.
13406900810 (35:01) When did you, when did you put that in? Because I tried to do that? Yes, like two days ago, when I couldn’t do that?
Naomi Denson (35:11) Put what in?
13406900810 (35:13) Select privileges? It would, it just says that’s.
Naomi Denson (35:16) what Adalee was just saying, they just updated the system to include that piece.
13406900810 (35:22) That’s what I’m saying, was it just done within the last day or so? Is that I just want to make sure my mine is working properly?
Naomi Denson (35:32) Adalee, do you know when they added that it had to have been in the last week?
Adalee Arreola (35:35) Yeah. Within the last week, I think it was like within the last two days, but I don’t know the exact timeline.
Jacqueline Jones (35:43) Yeah, that just happened. I agree within a day or so.
13406900810 (35:48) Okay. When.
13522744714 (35:50) you get an application from say adventhealth, it’s going to come over with the privileges already listed there and it’s going to this one they already have. Is that just going to transfer over? Because I guess I’m not.
Naomi Denson (36:08) Understanding this for reappointments? Yes. So, if they’re sending over the reappointment application for that provider and it already has the privileges listed, that’s what we would reappoint them with. Okay?
Naomi Denson (36:27) And I am going to just switch gears really quick to a demo environment so you can see what the requests look like. Let’s see.
Naomi Denson (37:08) Then give me just one second.
13406900810 (37:35) Are we putting, if they have a delegate that we can add in there? Would that be Jackie?
Naomi Denson (37:49) What do you mean by a delegate?
13406900810 (37:52) Okay. Like some hospitals… they’re allowed to add a delegate, which means that like I could go in and fill out all the applications for their, you know, their appointments, reappointments and stuff like that. And then the doctor also has a login. So we both have logins… to work in the application. Obviously, the doctor has the signing privileges, but we… work in there as a delegate. Would that be Jackie, or are we have multiple people working on our appointments and reappointments? New appointments is a different person for a new appointment versus a reappointment?
Naomi Denson (38:53) So for the online applications, the logins… yeah. So when would be our privileging team? And I’ll have to get the not Jacqueline. It would be the privileging manager. But let me get the information from her on who that should be. And then when you request a national appointment or a reappointment… we’ll I’ll let you know what the process flow is. There are other customers that I’ve seen. She has them go into the provider’s profile and add the log, username and login to their external accounts tab that we should use. But if she’s going to have her own, I’ll… have to, I’ll have to confirm with her how that works, if there’s one that she has to have or if we have to have a different login granted… to us?
13406900810 (39:46) Okay. Because usually it’s only one delegate.
Naomi Denson (39:49) Yeah. So it would be like most likely Jennifer Michael, which is you all have met. She’s joined a call with us before she’s our manager of privileging… but I’ll double check with her. This is the demo. Org. So just what it looks like. So the existing appointments just so you can see that the privileges will look like. Oh, that was a bad one that says zero. Oh, I guess they haven’t updated them in here yet. Either. Yeah, it’s still pretty new but I’ll get some clarifying answers for you on that and we’ll get the privileges information in there for you. But just so that you know what the flow is. Oh, I am still in.
13406900810 (40:43) Yeah, it would be nice if it was added into the provider’s profile under credentialing. So we would know exactly who to… put… as that person that provider’s credentialing… contact or delegate. I mean, it’s the same word, yeah.
Naomi Denson (41:10) Let me connect with Jennifer and I’ll figure out how that process will run… but you can see here, this is what the privileging when they have privileges in here, you’ll have a privilege category and the privilege name and status. So we’ll get a list of all of the, do you have a list of the privileges that your providers would have at each hospital?
13406900810 (41:36) Yeah. And I’d like to put the appointment board approval… in there as well. So they know exactly.
Naomi Denson (41:49) Yeah. So when we do them, so I did the wrong one. Again, when we do them, so in progress. So our team will be working the hospital appointments. When you submit a request for an initial appointment or a reappointment, they’ll show in this in progress screen here, you’ll see all of the packet of all of the information the PSB reports, if applicable there. And then it’ll show when the application was completed, this is for the provider’s profile. So it’s pulling the information from the provider’s profile to complete their application information. Our team then fills that out, collects everything that needs to go in with it. And then once we have everything, it’s going to be marked ready. And then once it’s marked ready, it’s going to.
Naomi Denson (42:49) be sent to the hospital. And then while it’s in the committee workflow is when we are awaiting the approval from the hospital. So we’re waiting on the approval letter from the hospital. And then when we get that, our team will close it out with the decision in here and upload the approval letters.
13522744714 (43:14) Will they be uploading?
13406900810 (43:16) The come?
13522744714 (43:17) Back with it too.
Naomi Denson (43:20) Say that again? Well.
13522744714 (43:23) Some of them, they get a copy of the privileges they receive. Will that be in there as well… from the hospital? Yeah. So they’ll get a letter and then behind it there’s another sheet that says the privileges that they were approved for?
Naomi Denson (43:45) Yeah. So anything that they send back to us will be uploaded to the completed file. So approved packet, let’s see. Well.
Naomi Denson (44:01) Yeah. So it’ll have the notes and everything in here and it’ll be loaded to the provider’s profile as well?
13406900810 (44:09) Is there a way to put in the provider profile? Like notes? Like specific notes for an individual provider?
Naomi Denson (44:21) In what capacity? Like an internal note for your team? Okay?
13406900810 (44:24) So, like our other system, we can add like to their profile. We can add like if they do mammograms, if they do nuke, med, what hospitals they’re on the nuke med licenses. So it gives you an idea of the privileges that are associated with that doctor, also, if they’re a night, you know, if they’re a night rad, if they’re a day, if they’re a partner, if they’re an employee, different things we like to put notes, for that particular provider.
Naomi Denson (44:57) I mean they do have a notes field in each profile that you can add notes to?
Naomi Denson (45:07) Just free form notes. But yeah, each provider profile does have a notes section.
13406900810 (45:14) But it’s not in that dropdown. So, I didn’t know. Is it a different section? It’s not on that left hand side. Are you saying over?
Naomi Denson (45:26) Here? No, it’s in the provider’s profile. So, when you open up the provider’s profile… so we’re going to go into a provider. Huh. And then at the top here, it says notes, oh.
13406900810 (45:39) Okay. I wasn’t looking at the top. I was just going down this left.
Naomi Denson (45:43) Side. Yeah. And then you would just click add note… so you can add notes to their profile, definitely.
13406900810 (45:54) Okay.
Naomi Denson (45:56) Let me, so what I’d like to do is I’m going to go back to Jennifer and get some clarity on the, getting the privileges added. Adalee. Do you have that template, did you get that template up?
Adalee Arreola (46:06) Yeah. And I added it to the data import template. It’ll be provider privileges. I think we’ll probably need to work with Jennifer on like what some acceptable values are, but.
Naomi Denson (46:17) There… we go. Okay… privileged title.
13406900810 (46:30) Okay. Yeah, it’s got to go by specific. Oh, is that the entity name? Okay?
Naomi Denson (46:39) Yeah. So this?
13406900810 (46:45) Is what the provider?
Naomi Denson (46:47) Privileges to we?
13406900810 (46:51) Can’t just add it to the one that we already had that has all the appointments, so we can just add a column. I mean, it just seems like we’re adding all this all over again, can’t we just add a privilege title column to the existing appointments. So.
13522744714 (47:10) That sheet is basically to say if they’re active or telebred or? Yeah… is that all there is for? Yeah.
Naomi Denson (47:21) Adalee, what do you, is there a way that we can use the existing appointments here and then just add the privilege information to it.
Adalee Arreola (47:31) Potentially, but there will still be those gaps like the dop form, the privilege title?
13406900810 (47:39) What’s the dop form?
Naomi Denson (47:41) Yeah, that’s why I want to talk to Jennifer. The dop form is for tjc credentialing and not for hospital applications.
13522744714 (47:49) That’s the procedure?
17276927774 (47:51) Log of what they can do, yeah.
Naomi Denson (47:55) The.
17276927774 (47:55) privilege, the elimination?
Naomi Denson (47:57) Of privileges. Yeah.
17276927774 (48:00) And each provider is going to be different.
Naomi Denson (48:04) Right. But,
13522744714 (48:05) on providers that are going to be re, credentialed that’s going to come over with their applications, right? This is basically for a new provider. Yeah, let.
Naomi Denson (48:19) me connect with Jennifer on this and find the best path forward for the reappointments? And then for… initial appointments as well, because I’m seeing.
13522744714 (48:32) Because when you send that application back to the provider, they can choose their privileges before they submit it, correct… or sign up on it.
Naomi Denson (48:47) Yes, I believe so.
13406900810 (48:50) Yeah, but sometimes they end up being.
13522744714 (48:52) Even.
13406900810 (48:53) Though they’re on site active, they become consulting first.
13522744714 (49:00) Which I.
13406900810 (49:02) don’t ever know until I get back the approval.
Naomi Denson (49:09) Yeah. Let me connect with Jennifer on the updates in the platform and I will send a detailed recap… via email so that we can make sure that we have everything we need to get started. So, the initial plan that you guys wanted to do for go live is that for initial appointments or reappointments too. Both?
13522744714 (49:36) I would.
Naomi Denson (49:37) Imagine. Okay. Do you have an idea on volume of how many you’re going to need to start off with in both categories?
13522744714 (49:48) No. But so can you show me if you have, so we have an existing physician, but we’re adding a new hospital for them to be credentialed at. So it will be a new app?
Naomi Denson (50:04) Right. Yeah. So it would still be a new initial appointment. So from the privileging tab request, new initial appointment, you would select the provider, you can search in here for the provider’s name, and then you would select the entity from the list of entity options that we imported for you. So this is a demo. Org. So these aren’t, your true entities, but you can add any notes. And then on the next screen and then you can, you don’t have to choose privileges if that’s going to be on the application that’s provided to us from the hospital. So, and then you would just hit submit and it would generate the request for our team to start reviewing. And then if you have any forms, or the application or, you know, login credentials that we would need to access the application, then, you would provide that to us in the notes here, and then attach it to the line after the request is made. So once you’ve made the request, if you have any forms or documents, you can add a note and then add any attachments relevant that you need to provide to us here, but isn’t.
13522744714 (51:16) that why we put the documents in there so you can pull them from there? No, the.
Naomi Denson (51:22) Documents like the actual application, you didn’t provide us any applications or sops. So if there’s a portal that we need or a login that we need to have access to log in or a PDF or paper application that we should have, that is from that entity, like you requested the appointment from the hospital, they sent you an application or if the process is that we request it from the contact that you provided to us, then we would request that and have it.
17276927774 (51:56) So if we have a new provider that we want to add, do we just click on invite provider and then start adding all their info?
Naomi Denson (52:05) Like a new provider that’s not in medallion that you need a profile for? Yes. Yeah. So from the members tab, you can invite a new member provider, create their shell profile and then you can click this to invite them right away and say you should have an invitation.
Naomi Denson (52:23) You need to go in and complete your profile, or if you uncheck this box, it will hold the invitation. So if you are going to do any of their profile for them before you invite them, you can go back and invite them later when you’re ready for them to engage.
17276927774 (52:37) Oh, okay. And then just hit add member and then just start yep.
Naomi Denson (52:42) Invite member. Yep. And then you’ll show either not invited or invite status or invite accepted for that provider. So if you choose not to invite them right away, you’ll just have to come in here and click this little paper airplane to send the invite out. Okay?
Naomi Denson (53:06) I do want to go back, to Jennifer before we go any further, with the training just to make sure that I’m aligned on, the new setup here and, the privileging piece and, the delegate logins on who you should use for that. Are there any other general platform questions that you guys have had come up other than the one that’s on this log that I’m going to look into? No?
13406900810 (53:35) I’m just a little confused. How did your system just add privileges? A privileges section when this doesn’t exist, doesn’t other people use this. Other people… need that. How is it just being added? Is this a new company? No?
Naomi Denson (53:58) It’s just an enhancement to. So previously they were.
13406900810 (54:02) And.
17276927774 (54:03) they’ve never had to put.
13406900810 (54:03) privileges in there. So.
Naomi Denson (54:05) Our team would put them in on the back end is what my understanding was. And now we’ve made them front facing. So they were in there. They were just hidden. Is what my understanding was? Is that correct? Adalee? Yep. That’s how it worked. Yeah, previously, it was kind of on the back end. And then our team when they did the approval, they would add them… but now they’re forward facing so that you all can see them as well. It was just an enhancement to change the view of where they lived in the platform.
13406900810 (54:45) Oh, okay. I was a little confused, yeah. Yeah.
Naomi Denson (54:51) But let me go back to Jennifer and just get clarity on what we need, the privileges if you all… and how they get added in there once the approvals received. So when we received the approval of the privileges, if she adds them in there, if you don’t request specific privileges and how that flows especially with the reappointments, where the privileges are listed on the application… thank you. And I will send you all a follow up by the end of the day.
13406900810 (55:34) Okay. Sounds good. All right.
Naomi Denson (55:36) Thank you. Everyone reach out if you have any other questions about this piece and I’m going to look into this last question on the log that you added, deb and I’ll include that in my follow up later as well. And.
13406900810 (55:49) What is our turnaround for importing those other templates and then being able to invite the providers? What is our turnaround?
Naomi Denson (56:04) I… can Adalee… if you want to tag team those, I can do the providers today. Yeah, that works. And then we at least have the providers in there so that we can invite them. And then we’ll have we’ll start working on the remainder of the tabs as well? Yeah.
13406900810 (56:30) Okay. All right. And then do we have to have every one of them like… approve… their attestation and sign their things in order to go live or is it just no?
Naomi Denson (56:48) Only per provider. So, yeah. So not every single provider has to accept their invite and sign everything for you to go live. So it’s if one provider, does, you can go live with that provider?
13406900810 (57:02) Okay. So it’s per provider, go live. Yeah.
Naomi Denson (57:06) Okay. As long as that individual provider signs their agreements, we can do work on their behalf, we don’t have to wait on the other providers. Okay. Let me use the extra time. I have to reach out to Jennifer and get some clarity. And Adalee and I will work together on the imports for you.
17276927774 (57:26) And where did you want that corrected address in the email add?
Naomi Denson (57:31) It to the sheet here, just let me know which hospital it is, what the old address was and what the new address is, and we’ll look into it and make sure that we’ll just verify it on our end before updating it across the board because it will update for all of our customers as well. And if.
13406900810 (57:49) I have a new one, should I put that in the customer, the support thing or should I tell you?
Naomi Denson (57:56) Yes, I would go ahead and start utilizing support. So you can get comfortable with doing that and absolutely, let me know when you do that. And if you have any questions about the process or the response times and I will help support as you get comfortable with using them.
13406900810 (58:15) Okay. Can you quickly, can you quickly show how to use support again? Support? Yeah, yeah.
Naomi Denson (58:26) So, from your screen, you have the support center over… here. And then you just click ask a question and it, will you put in your question and say I have a product question. I need to submit a bug report, something else or you can just start typing your question and then it’ll probably give you some sort of like support article or something if it’s a general question first, and then you can select that you want to talk to a person and it’ll connect you with a person or you can email support at medallion co, if you prefer to send it the request via email, but you do have access to the in platform chat feature and email support.
17276927774 (59:09) And what page was it on the Google? I still can’t find that, which one the Google to put the corrected address?
13406900810 (59:22) I know, can you resend that link because I can’t find it. I was going to do one yesterday. I can’t find that link anywhere.
17276927774 (59:29) Well, I have the link but I can’t find the page to put the corrected. I just.
Naomi Denson (59:32) Put it in the chat for you. Where, thank you. I just put it in the zoom chat?
17276927774 (59:41) Well, I don’t need the link. I have the link open. I need the, where, what section is this? Where are you with this? To put the question to put the corrected address?
13406900810 (59:53) I.
Naomi Denson (59:53) put the link to the sheet for you to put the question in here?
13406900810 (59:58) I don’t need the link. I need the exact column… or wherever.
Naomi Denson (60:05) So, I don’t really need it requestor. And then you put your question or request in here. And then if you have any additional details, you can add them here. So you just the date, your name and what the request is.
13406900810 (60:20) Okay. But that’s not on my sheet. I have like group practice profiles.
Naomi Denson (60:26) Practices I just sent it’s a separate sheet. It’s a questions tracking sheet that I created for you guys that I just put the link to that sheet in the chat. In the zoom. It’s not on the import template.
13406900810 (60:38) Where do you get the chat… in the?
Naomi Denson (60:42) Bottom of your screen? You should see an icon that says chat on… the little bar next to where your video and your audio controls are.
13522744714 (60:54) Okay. I don’t see that either.
Naomi Denson (60:58) I also.
13406900810 (61:02) Have another question. Okay? If we have a new facility that we’re credentialing fixed providers say?
13406900810 (61:19) Do you want us to do an individually request for this hospital on each provider’s profile or do you want a spreadsheet of?
Naomi Denson (61:31) The fixed providers? So you don’t have to individually request it in each provider’s profile. If you go into the privileging option here, you can do requests, wait.
13406900810 (61:39) Wait, wait, I’m not wait. Hold on one second. I’m I clicked… off that. Oh, shoot, where is my… it won’t open. Oh, I can’t see your screen. I can’t… all right. What if I go where? So?
Naomi Denson (62:08) From the privileging tab when you’re making a request from here for new initial appointment?
13406900810 (62:14) Huh. Well, I.
Naomi Denson (62:16) guess this one doesn’t allow you to select multiple providers. Yeah. So you’d have to do it provider by provider when?
13406900810 (62:24) You, I have to do 60 individual providers separately… in the system in order to request. I can’t just go to the entity and click provider, like to be able to add… a provider, a slew of providers to a new entity for.
Naomi Denson (62:47) An appointment. Yeah. For appointment requests, they do there is, let… me see.
Naomi Denson (63:05) So, let me see. You do have an appointment request tab in here. So, if you have bulk ones that you need right now, you can put them in this template. We can import them. But after implementation, but I don’t know.
13406900810 (63:21) Them right now, and I won’t know them until after go live.
Naomi Denson (63:27) Okay. Let me, let me take that question back to the team as well to see if there is an option for that because.
13406900810 (63:34) We have that several times with a new facility that we’re adding. We add 6,000 physicians at a time. I’m not, I don’t want to have to go in there individually and add them. We should be able to upload a template or something to add this.
Naomi Denson (63:54) Let me, let me take that back to the team to see how other customers are handling that currently.
13406900810 (64:00) Okay, perfect.
Naomi Denson (64:01) Thank you since.
13522744714 (64:04) We have submitted some of these new appointment apps already. Do we add that on their affiliation?
Naomi Denson (64:15) I’m sorry, you cut out, yes.
13406900810 (64:17) Deb, you would add that?
Naomi Denson (64:26) Did we lose her?
13406900810 (64:28) I don’t know.
Naomi Denson (64:34) And she asked me if you have new existing appointments, would you add it?
13522744714 (64:42) Well, so what I’m asking is on these new, on this new hospital, we’re working? Should we add that in now under the non admitted admitting affiliation? Even though we do not have a cert date yet, they haven’t been approved yet?
13406900810 (65:03) I would wait deb until they’re approved, and.
Naomi Denson (65:06) Then add them as an existing appointment here.
13406900810 (65:09) Yeah… we’ll work on that, deb… okay?
13522744714 (65:16) And I have noticed that sometimes this isn’t holding the information you have previously put in. Is there some reason for that? Like for my work history… for example, if you go to dr Caleb Rivera?
Naomi Denson (65:41) Let me get it.
Naomi Denson (65:55) Rivera.
13522744714 (65:57) huh. Caleb.
13406900810 (65:58) Rivera.
13522744714 (66:06) and you go to work history… even though I have put in everything that was needed at that point, it’s now saying it’s missing information.
Naomi Denson (66:26) You put in the street address, I.
13522744714 (66:29) put in all that information.
13406900810 (66:36) And it also, sometimes when you’re you go to the bottom and you have the zip code in there as a four digit, then it tells you it’s you need a four digit zip code, correct? Four digit zip code and it’s already in there and it was fine before, and then you have to retype it in there.
13406900810 (67:01) There’s a lot of quirks in the system?
Naomi Denson (67:06) Yeah. If you sometimes.
13522744714 (67:09) It will, it’ll throw everything out until you put like country in and then it makes you go back and select the state again.
Naomi Denson (67:20) If you see that happen, can you… send me an email of which provider and section it is, so I can try to recreate it for our team to look into…
Naomi Denson (67:39) I added.
13522744714 (67:43) his exams in here too, and they’re gone.
13406900810 (67:49) This is really frustrating a lot of work… exams.
13522744714 (67:55) Down here, where you get your?
Naomi Denson (67:56) Exams.
13522744714 (68:00) I added all that in there. And… now it’s gone.
Naomi Denson (68:08) When did you add it?
13522744714 (68:10) Do you know when I worked on the file?
13406900810 (68:17) Maybe look on the documents, it looks like on the seventh, March seventh, she.
13406900810 (68:28) And it’s also changing when you guys do these primary source screenshots, it’s changing our existing license for our… Virgin Islands licenses. Some of it’s putting a point in the number which that’s not correct. And I’m not sure what’s causing the change in the id numbers of the Vi licenses.
13406900810 (69:04) That’s also an issue.
13522744714 (69:11) Okay. And how important is it really to have that sure exams been there? I’ve never had to put that on. That would be.
Naomi Denson (69:23) Needed if we were doing a.
Naomi Denson (69:29) New license if we were applying for a new license for them. But… so I’ve never.
13522744714 (69:36) Used that back.
Naomi Denson (69:38) To, the license number, changing the four, adding the point. So when our team verifies it and you view the verification, the license… number from the board site does have a point in it, but.
13522744714 (69:57) It doesn’t if you look at their, if you bring up one of their licenses, it does not have a point none.
13406900810 (70:06) Of them, do?
13522744714 (70:10) And that’s going to throw you off when it comes time to renew… them. There’s absolutely no point.
13406900810 (70:24) Interesting. So, I keep going back and changing them and updating them. And I’m like sick of it.
13522744714 (70:32) Okay. Let.
Naomi Denson (70:33) Me, I can definitely out flag that to the team just to make sure that… they’re aware of the differences… there… and what it’s doing. All right. Let me, let me take some time to go back to Jennifer, so I can make sure I get you guys an answer by the end of the day. And I’ll address the licensing number issues as well with them. And if you have it, if you see a bug where you’ve added something… and it’s not saving like specifically that I can recreate and I’ll try to recreate on the Caleb Rivera. If you can send me the information that you added, I can try to recreate that on my end so I can report that as well.
Naomi Denson (71:31) And if I put in just like the work history, the address that you were trying to put in, I’ll see if it will, let me save it on my end to see if I can recreate the bug that happened?
13522744714 (71:42) Well, I did re, add that. So maybe it… if you do, if.
13406900810 (71:49) You… in my provider’s profile when I put in their mailing address, and I put in our address to the corporate office, it shows up in the drop down. I click the drop down, but then it won’t accept it. It won’t take it.
Naomi Denson (72:08) In the provider’s mailing address?
13406900810 (72:11) Yeah.
13406900810 (72:19) Yeah, that’s for one of their, hers, but try to just change it to one six.
13522744714 (72:26) One.
13406900810 (72:28) Six seven, three Mason… avenue.
13406900810 (72:36) Daytona beach. So, if I click that, if I click that, it won’t see, it just goes blank. It won’t take it.
Naomi Denson (72:46) What was it again?
13406900810 (72:48) What was it? Again? One eight. What’s your address? Seb… mine one eight.
13522744714 (72:56) Yeah. Southwest, fifteenth avenue, and.
Naomi Denson (73:00) What was the one that we were trying to change it to?
13406900810 (73:03) Oh, one, six, seven, three Mason avenue.
13522744714 (73:12) Christine, why are you changing, dr tang? We’re.
Naomi Denson (73:17) just testing it, no.
13406900810 (73:18) She just picked anybody. She just picked somebody to test it. Oh, okay.
Naomi Denson (73:25) Okay. I can take that back too.
13406900810 (73:28) It’s just fickle.
13522744714 (73:29) Sometimes it works.
13406900810 (73:30) Sometimes it doesn’t no, you have to, actually, you can’t pick it. You have to try to, you have to type it in there and then press enter, you can’t pick it.
Naomi Denson (73:46) Okay. Yeah, I’ll flag that too because you should be able to, if it’s giving you the option.
13406900810 (73:54) All right. Well, thank you. Everyone there’s. A lot of quirks in that system when you go to an existing, you know, license and then you try to change something in there. Sometimes you have to put in the state again, if you do edit, you have to put in the jurisdiction and the state because it blanks it out every time and you got to re, put it in there.
13406900810 (74:21) I don’t know. Yes… anyways. Okay. I guess we overextended our time. No problem. I thought we had an extra, yeah.
Naomi Denson (74:36) We did, we had extra time, but I’m going to take… the extra 15 minutes to go back and confer with the privileging team to make sure that we’re all aligned.
13406900810 (74:46) Unless Sandy, you have more questions. Do you have more questions? Guys? Who?
13522744714 (74:52) Me, no?
13406900810 (74:54) No, okay.
Naomi Denson (74:56) All right. Everybody, I put mine in.
13522744714 (75:00) The Ria in there. Thank.
13406900810 (75:03) You thank you.
Naomi Denson (75:06) I’ll take a look at that. Thanks. Have a good day. Everyone. Thank you. Bye bye bye.