Transcript
Peter Bosworth (00:00) hey, Peter, hey, Naomi. How’s it going? Yeah, how are you doing well. Thanks. Cool.
Peter Bosworth (00:29) Hey, team. How?
Josh Brunell (00:30) We doing?
Peter Bosworth (00:31) Hey, josh. How are you?
Josh Brunell (00:33) Doing well?
Peter Bosworth (00:39) Yeah, they’re not in the waiting room yet, but, I will be keeping an eye on it cool.
Peter Bosworth (01:04) Hey, Brandon.
Peter Bosworth (01:10) Josh, do you want to, hey, Brandon, do you want to like kick us off and then introduce me and Naomi or how do you want to start it? Yeah, let’s.
Josh Brunell (01:23) do it, let’s do that? Okay, cool. I’ll kick it off and then hand it over to you. Well after introductions, you can kind of take it from there.
Peter Bosworth (01:36) Yeah, or maybe you kick it off and hand it over to me and then I have an introduction slide and I can introduce the rest of our team.
Josh Brunell (01:43) Perfect. Sounds good.
Peter Bosworth (01:46) Okay.
Josh Brunell (02:01) Monya, and Monya, how are you?
Peter Bosworth (02:04) We’re, good.
Josh Brunell (02:06) Alex, good to see you… Kim as well. Just saw you. Sorry, I have to scroll through the different faces here. Are we waiting for anyone else on your team?
Kimwaters (02:25) No, I think we are good to kick off.
Josh Brunell (02:28) Awesome. So, appreciate everyone’s time today. I’m really excited to get you introduced to the broader team that’s going to be helping support your success here at medallion. It’s been a pleasure working with you all so far and I’ll still be very much so engaged as will josh levitan in this process. But I did want to introduce you to a few folks starting with Peter bosworth, who’s going to be your senior account manager and really help lead the discussion today, walk you through introductions with the team process. And then Naomi of course, is going to be running the show here with the implementation. So, I’ll pass it over to Peter to introduce himself. And then we can kick things off.
Peter Bosworth (03:11) Awesome. Yeah, thank you, josh. And great to meet you all looking forward to kicking off the partnership with access medical.
Peter Bosworth (03:18) And so obviously today is the first step of that process. So we are as an agenda do some quick intros, introduce you to the medallion team, recap of kind of the partnership. We’re going to discuss primarily the implementation and data strategy today. So this is really, you know, the first step of implementation kind of get into the weeds on data strategy, discuss provider engagement, success factors for the partnership. And then we’ll leave the call with some next steps for your team and our team and leave time for any questions at the end. So we’ve got about 26 minutes. I know Alex, yeah, we can, I’m happy to stay on. I have some extra time but this is my agenda. Anything else you’d like to cover today?
Kimwaters (04:10) I think this is a good start. I think obviously we want to anything we can do to speed up the timeline. We want to be able to support. So that was part of the conversation early on and we’ve started grabbing stuff on the data template already. So hopefully we can accomplish… that.
Peter Bosworth (04:31) Absolutely. Yep. That has been communicated. And glad to hear you’re working on the template. So really quickly some introductions of your medallion team. So I’m Peter bosworth, I’m an account manager here, been with the company since 20 21. I’ll be kind of your go to point of contact for the partnership as a whole as well as kind of the commercial aspect of the partnership. And we’ll connect to do kind of like high level executive business reviews of the partnership reporting out on turnaround times and whatnot. Jason will be your engagement manager, the kind of division of responsibilities there as an engagement manager, Jason is the boots on the ground kind of the day to day, week to week operations of enrollment. And then Naomi, our awesome implementation manager will be running the implementation. And then as we get deeper into the implementation, a technical solutions manager will be assigned to the account to kind of wed the import data to medallion and handle all the technical components of that. So, yeah.
Peter Bosworth (05:46) And Naomi will take over shortly here as we get into some of the technical parts of the implementation. But really quick why we’re here. So these are the overview. We have 306. This is just year one of the agreement as it’s outlined in the contract. We’re going to be doing ncqa compliant monitoring.
Josh Brunell (06:03) Caqh.
Peter Bosworth (06:05) Management for your providers. We’re going to be doing generating rosters for four payers. This includes, you know, the ability to make some edits to those rosters. We have an agreed upon date upon which we generate the rosters, 100 credentialing files to start a 1,000 enrollments, 1,700 revalidations, and then of course, the services of our onboarding… why we’re here though, and not to spend too long on this because I know you’ve already been through this but really we want to automate a lot of the back office.
Peter Bosworth (06:38) We want to expedite time to revenue. We want to reduce kind of revenue leakage, and we want to ensure accuracy in app submission and then just centralize all of your kind of provider operations in one kind of cloud based platform that everybody has visibility into. Any questions on any of this so far? Probably not probably josh nailed this in the sales process with you. Okay. So let’s get into the meat of the matter here. So implementation is, I am, Jason and I are kind of like here in the background, but really it’s Naomi’s show and so the implementation process looks something like this. We’re on the kickoff call, we’re going to flood you with information. Naomi’s already sent an email with a lot of documentation. And really we’re focused on that import template. And so we want to spend some time later on this call discussing that import template. We’re going to be… I’m sure there’s going to be a lot of back and forth about like reviewing that import template. But then once we have it, we import the data, we review the data and we’re going to do trainings with your kind of a general platform training as well as like a training on how to use each of the different product lines that you’ve contracted for with medallion. And then when we consider go live is when we’ve initiated requests in the platform. So this would be credentialing files or payer enrollments or revalidations, and then post launch, you?
Naomi Denson (08:17) Know this is.
Peter Bosworth (08:19) When Jason and I are kind of involved and we’re just running the partnership. So any questions on this timeline and order of operations?
Kimwaters (08:30) No, there’s I mean, there’s obviously some workflow redesign that has to happen that.
Naomi Denson (08:34) I.
Kimwaters (08:34) know like Monya and I’ve talked a lot about that’ll happen throughout this process. And then there’s like rhc certification that is maybe a little bit nuanced. So just something to call out to be a little different than just like something coming in from this import template. So I want to make sure we don’t like lose sight of that particular template… section of the conversation. Can.
Naomi Denson (09:02) you elaborate just a little bit on that?
Kimwaters (09:04) Yeah, it’s like the certification at the facility level. So I know that it’s something that we talked about in implementation that might be a little nuanced… but expected that we could build some more close around so we can dive deeper into that. But that’s… on the radar.
Peter Bosworth (09:31) Yeah, Naomi, I realize I’m stepping on your toes here. Do you want to kind of take jump in here? Yeah.
Naomi Denson (09:36) That’s all right. Yeah. Where, yeah. So if you finish this slide, yeah, we can go ahead. So this is just another version of the implementation overview for each piece of the contract and what our goals are up until we’re ready to go live and launch submitting requests and managing those caqh profiles. So we can skip forward here. And I am going to share this deck out with you all after the call. And again, this is kind of repetitive. This is just another overview of the implementation plan, four step plan, kickoff call, work through profile completion, trainings… in between there and then making requests and then flowing into ongoing customer success where we’ll hand you off to Jason. There’s alignment and priorities. It’s just a quick view again of the contract… and what we are working for. So we’ll go through the payer process, scoping where your priorities are in terms of payer enrollment, what lines of business and payers that you work with. And then we’ll review any group agreements or contracts, existing enrollments that you already have in place as well as existing provider enrollments that all of that information will be loaded in from the data import template so that medallion can then become your source of truth and everything will be in one place.
Peter Bosworth (11:07) Yeah. And I always kind of pause on this slide and like recognize that I’d be pulling the cart before the horse by getting into this too deeply. But like it’s kind of helpful to know at the beginning. Is there one payer or a handful of payers that make up the real majority of your business and any priority payers that you’d like to call out just at the onset?
Staff (11:28) Medicare medicaid, blue cross and centene, products. Okay?
Peter Bosworth (11:37) Medicare medicaid, blue cross centene.
Naomi Denson (11:46) Awesome. We can move forward Peter… all right, data strategy. So, I did send over the data import template in my email that I sent early this morning, and I believe you guys have already seen that before. Just wanted to quickly review the version of the template that I sent over has minimal provider data on it because that is the intention if we are using caqh bulk imports and pulling in a majority of their data from their caqh profiles. And just to clarify, that is what you guys would like to do. And all of your providers have caqh and that’s the target goal. Yes, I.
Staff (12:31) Have my onboarding rep. She keeps their caqh up to date as far as our information is concerned, and has them attest. So that’s a good spot. Perfect.
Naomi Denson (12:43) Yeah. So these bullet points here are the minimum data points that we need in that template for the provider section to import, create their shell profiles, and then run the caqh bulk imports later on to help populate their profiles. Any questions about that?
Naomi Denson (13:06) All right. We can skip forward, Peter, provider engagement. Again. I sent over some different documents in that email this morning. A provider announcement email. You don’t have to use that it’s just something that we offer. You can of course, engage and communicate with your providers however you wish to. But we do usually recommend, you know, giving them a heads up about the medallion partnership before we start engaging them into the platform. So they don’t ignore us or, you know, have no idea what’s coming and be caught off guard. So provider onboarding, you know, will… send them a notification. We’ve got the provider packet that outlines the requirements in their profiles. And then you’ll also have a, the option to customize the provider invite that comes from medallion. It’s an email invite. We have a standard invitation as is, but we can customize that to your language, include whatever you need in there to be specific to your organization as well as embed your company logo, so that they, when they get the invitation, they know where it’s coming from and that it’s connected to access.
Kimwaters (14:26) Yeah, great. Obviously, there’s a lot we’ll go into around this, I’m sure before this happens, but just, oh yeah, we’ll have, you know, obviously a communication strategy we’ve got kind of an internal call this afternoon just with, you know, expanding out to a little bit of more of Monya’s team and we’ll obviously have a communication strategy to the organization and to the providers and all of that, so that nobody’s caught off guard and then obviously coordinating with you guys on like who and the rules of engagement, right? Like who and how to engage because we definitely still want to have like high touch kind of white glove experience on our side and someone in the loop. So it won’t necessarily just be like, hey, providers here’s, a platform. Yeah.
Naomi Denson (15:14) And definitely we’ll work really closely together on that and we’re not going to send any invitations or any communications out to your providers until you say so. So you will lead that and we can do it, you know, if we want to do it by specific provider groups or we want to run with a test group of providers to start out with just to get the initial engagement feedback and, you know, prepare for any questions that might come over when we release to the larger group. So we’ll definitely be working really close together on navigating that piece. Great. Let’s skip forward, Peter… just more around the invites. You’ll have full visual in the platform on, you know, who’s been invited, who’s accepted the invite? How much have they done? How much is left to do in their profile before they reach a workable state, what’s missing, et cetera. So you’ll be able to have different types of reporting available to you to keep track of and monitor all of that.
Naomi Denson (16:21) Provider welcome packet. This is what I sent over to you. Just a quick overview, what to expect… the, has some walkthroughs and instructions for the providers there, and then also all of the requirements, what documents they’re going to need and things like that. So if you have any questions about that, please let me know. Yeah, probably.
Kimwaters (16:43) Like, is there, I know we talked about an integration with paylocity. So, Monya hunter is over like is our CHRO, and has been running point on a paylocity implementation. So welcome packet specific to new providers coming on board. Obviously, there’s like probably different communication for like active physicians versus like the new people being onboarded, right? And we’re looking at like where does this kick off from? And all of that. So I want to make sure that’s yeah. And.
Naomi Denson (17:16) what I’ve had some of my customers do in implementation is like with that custom provider invite, we start, we can do one for your existing providers. And then once we’ve invited all of them, we can revise it one more time to be more targeted towards the future and onboarding new providers and what that looks like.
Kimwaters (17:36) Okay, great.
Peter Bosworth (17:40) Yeah. And we, and just quickly on the pay lossy, we have that as an existing kind of integration that we’ve built with other of.
Jason Zednick (17:47) Our customers.
Kimwaters (17:50) Great. Yeah. And I’m not sure where integrations fall into like the timeline or how long they take like when, those elements of the conversation need to get kicked off. But, yeah.
Naomi Denson (18:03) So, I’ll make sure that we get, yeah… I’ll make sure that we get a technical solutions manager assigned early on so that we can start having those discussions and see what’s needed. Great.
Naomi Denson (18:25) All right. Yeah. This is just a quick overview on starting the enrollment applications. Obviously, we are targeting getting provider profiles, group profiles, practice profiles, all as complete as possible with as much information as possible. That would allow us to submit the applications appropriately. And then also in that import template tab, there’s a tab called provider practice groups that’s going to tie all of your providers to the appropriate practices that they work at, and the groups and tax ids that falls under. Do you know how many tax ids? Do you currently operate with? Seven seven? Okay. Do any of the practice locations cross over to different tax ids?
Staff (19:07) Locations, no providers. Yes, yes.
Naomi Denson (19:11) Okay. And then do you have, do you bill and enroll with a group npi or a practice, individual practice npi at… each location, each?
Staff (19:24) Location has an individual npi, and that’s how we enroll when it’s the rural health clinic prior to the rural health clinic, it’s we enroll by tax id? Okay. And.
Naomi Denson (19:38) We’ll with that payor process scoping sheet that I sent over, we’ll also be working closely with Jason to walk through all of the processes and nuances with the different… angles that we should take with submissions. So just make sure that we get that template as complete as possible so that we don’t miss anything and are set up correctly. Yeah, I.
Jason Zednick (20:04) just, hi, everyone just want to reinforce that idea. Our typical structure across multiple, most clients is enrollments happen under the group?
Naomi Denson (20:17) In.
Jason Zednick (20:19) pi.
Naomi Denson (20:19) and tin.
Jason Zednick (20:21) so, when there are exceptions to that, when, for the rural clinics, when it is under the practice location, I just want to make sure that we sort of make a note to have really good thorough conversations of that and document it well, so that when I talk to my operations teams that’s communicated. So I just really want to, you know, highlight that. Yeah.
Kimwaters (20:41) And I think that goes back to that like, the rule health certification like process as well. Because if that’s something that is done and tracked in your platform, then you’ll be able to tell when it should flip from like the group to the location. But we’ll document that really thoroughly.
Naomi Denson (21:03) Perfect.
Kimwaters (21:04) Monya, knows it well… yeah.
Staff (21:07) Because the rural health is quite a unique product because it only applies to medicare and medicaid… and the mco and maps. Okay? General commercial doesn’t apply to rural health clinic. Okay? Yeah.
Naomi Denson (21:26) We’ll go into it in more detail with Jason as we move through the implementation. And before we obviously, before we launch into a go live state, we can move forward here. Peter. So next steps Q a… we will offer to set up single sign on if that is something you guys are interested in leveraging. I’ll, I’ve sent over a single sign on questionnaire in that form this morning and I’ll send it over again if you do want that totally optional. Just let me know that you’ve submitted the form so I can pass it along to the technical teams. We’ll review the payer relationships, delegated contracts versus non delegated. We’ll talk through estimated volumes. And then for credentialing related items that we need, I’m going to be sending over a delegation agreement and just need to identify who on your end would be the signer for that… that’ll come over via DocuSign. And then we’ll go through, the payer roster templates for your delegated rosters and then I will ask for you all to share your credentialing policies and procedures. We’ll work through a committee structure to be built within the platform. And that way we are set up for success within the credentialing side, the ncqa packets.
Monya Hunter (22:46) Monya, did you guys do?
Kimwaters (22:47) Single sign on for like do we do single sign on yet? Or is that in the works? Do you know we?
Monya Hunter (22:55) We have not done it with paylocity because of the, because people.
Naomi Denson (23:00) They need.
Monya Hunter (23:02) access before they’re actually hired. Yeah. And then when they leave, they need access after the fact. So we were very leery about doing that. Skip would probably want to have a conversation with skip about it. But, and I think in this process as well, you’ll want to start people right before their hire date. So where all the other systems and things shouldn’t turn on until they start working. So it may it, you’re probably going to be problematic to do single sign on because of that for this as well. No issue.
Kimwaters (23:36) That makes sense. Yeah, because.
Staff (23:39) With this, it’s going to be going to their personal emails, not their company email.
Monya Hunter (23:46) Right? For their pre hire, yeah.
Kimwaters (23:49) Yeah.
Naomi Denson (23:50) Yeah, same.
Monya Hunter (23:51) Same issue with paylocity. Yeah.
Peter Bosworth (23:56) And that’s we see that work, that kind of order of operations. And then what will happen is if you do hire them, they’ll change it. Your admin would change it to their AMC.
Naomi Denson (24:06) Email. Okay. Yeah, we can make.
Kimwaters (24:11) those decisions for.
Naomi Denson (24:14) Sure. Any.
Peter Bosworth (24:16) Questions on the delegation agreement?
Alex Wang (24:21) Not this, I know we’re almost, you only have a few minutes. I guess one question is what stuff do you need from us on the it perspective? Because I don’t see skip who leads our it effort on our side. So I just want to make sure this, he’s properly looping all this. Yeah, no.
Naomi Denson (24:40) He’s not on.
Kimwaters (24:41) This initial call, Alex, but he’ll definitely be.
Naomi Denson (24:43) Plugged in. I just,
Kimwaters (24:49) like the initial like small team here to get kicked off and then we’ll add people on as like as we need to internally.
Naomi Denson (24:59) So, yeah.
Alex Wang (25:00) Yeah.
Kimwaters (25:01) For.
Monya Hunter (25:01) sure. Yeah, maybe we.
Alex Wang (25:03) Can, yeah, cover that? Like what’s the ongoing cadence? Because I’m I just want to be super tight on that. I don’t think there’s anything sensitive like there’s no reason we can’t have skip on these. No, not at all.
Kimwaters (25:15) We’ve we’ve got an internal call this afternoon to go through like stakeholders and make sure we’ve got everybody accounted for… and we’re going.
Naomi Denson (25:24) To be setting up a weekly implementation sync. We’ll start with a 30 minute per week connection. I’ll be available via email, jumping on calls as needed and then we’ll we can, you know, add additional syncs, if needed, but that, the goal for right now is to set up that weekly cadence.
Naomi Denson (25:42) I’ll send over some availability with my follow up email so that we can align on it on a good recurring day… and,
Alex Wang (25:50) Naomi, I think that was Naomi. I had my, I was scrolling the screen here. Yeah. And I think if I could just, I would suggest maybe the first couple weeks, we do like a twice a week just honestly to be super tight in where we can convince the timeline honestly… yeah, let.
Naomi Denson (26:08) me, look at calendars, and availability on our end and I’ll send over, some different days and times and you can pick two of those if for whatever works with your team. Yeah.
Alex Wang (26:18) We can, even, do, you know, two 30 minutes versus one, right? Yeah, yeah.
Naomi Denson (26:27) And then just next steps, the import template, I sent that over to you guys this morning.
Naomi Denson (26:31) Happy to set up a separate call to walk through any questions or just go tab by tab, to review that with you. The delegation agreement. I will send over as soon as I confirm who on your end needs to be the signer. I’ll add that into my follow up email as well. Npdb setup for the npdb continuous queries, I sent over the instructions this morning, I’ll send them again. So once we have, that setup, I can embed everything on the back end here. The payer process scoping sheet is something, to start working on, make sure we outline all of those nuances and processes that we discussed, and then sharing the credentialing policies and procedures. And then we also ask if you have any legacy credentialing files that you could share with us, credentialing and recredentialing, just so that we can take a review of them and make sure that all of our configurations are aligned on the back end to make sure all of the psvs and things that you guys are used to seeing and require in your packets are included. Okay? And is.
Kimwaters (27:37) there a, like most of what you sent over is like Google docs or something like that? Is there like a Google drive that you want? I?
Naomi Denson (27:45) So there’s you can either share them via email or I can create a secure Dropbox link and send that over to you guys. Okay?
Kimwaters (27:54) Let’s do a secure Dropbox link. Just, okay. Some of it being some of it having like sensitive info for the providers in it. I’d rather that not go over email. Yeah, we can. Yeah.
Naomi Denson (28:03) That’s totally fine. Awesome. And then all of those Google sheets like the data import template, that one is live and shared. So you guys can update directly in that. So we’re not having to send corrections and changes and updates back and forth into multiple different, you know, files. So that usually makes it easier for us to communicate on… the import template, but everything else you can send through that secure link, okay? And,
Kimwaters (28:29) I think Monnie, you and I can go through this in more detail. But we had a couple of questions that we had initially taken a look at the import template and feel like every, we have all of this info. There’s. A, there are a couple of questions we can sync and get the athena data view team on because they were going to help pull the provider enrollment and group enrollment tab info because there’s not a good way to export that information. It’s all it’s all in athena. It’s just not there’s just not a good way to export it right now, but they are able to pull it. They just had a couple of questions so that’ll be a probably.
Naomi Denson (29:06) 1,520.
Kimwaters (29:08) minute call that I’ll need to get set up with them.
Naomi Denson (29:10) This week or next.
Kimwaters (29:12) That they can support those tabs. Everything else I think Monia had had confirmed she’s got and we’ll just need to probably… configure, how we have it to your template, but I think, we have it all. It’s those last four tabs that we just need to get some clarification for athena so they can get it pulled.
Naomi Denson (29:33) Okay. Yeah. The priority tabs are providers practices and group profiles to come over first because we have to import those first before anything else can be loaded. So you don’t have to send the entire template over at the same time. If you have tabs that are done and ready, feel free to go ahead and send them over once like or copy and paste them into the shared sheet. Okay? And just let me know which tabs you’re confirming are done, and we’ll review them and we can start moving forward, on the data import. Okay? Great.
Staff (30:08) Once the agreement is signed, I’ll get the npdb set up so that’s not an issue. Okay?
Naomi Denson (30:18) Awesome.
Kimwaters (30:23) Everybody excited? This is like a big deal. Yeah.
Naomi Denson (30:26) This is great. Yeah, I.
Staff (30:27) was looking through this and I saw where for the Pecos that you would be requesting the surrogacy and that I’ll get and that email should come to me from them, just fyi, so if I don’t so when you said you might want to let me know when you’ve requested it… over?
Naomi Denson (30:47) Instructions with our username that you can grant the access to medallion on the entity level for the, for your groups. And then we request surrogacy on the individual provider level as requests are made and there’s it as there’s a need. And there’s a task that tasking system within the medallion platform that will alert you when we’ve asked for that. Yeah, I was.
Staff (31:10) Wondering exactly how that worked. So. Okay. Yep.
Kimwaters (31:15) So, you’re.
Naomi Denson (31:18) you’ll get a you’ll get a bundled email when tasks are created throughout the day. So you’re not going to get an email every single time there’s a task created. They’ll be bundled together so that you can see, hey, you got six new tasks today, but you’ll be able to see it all directly in platform as well. Okay?
Naomi Denson (31:40) I do need to hop for another call. Any other questions? One last question?
Alex Wang (31:44) So, what’s the, go live date as of this plan right now?
Naomi Denson (31:49) I will have to look, I’m working on building your project plan that will have detailed steps and I’ll share that out with you as well. So you can see the different phases of the implementation and tasks that will be expected. Yeah, the.
Josh Brunell (32:06) Click up link that Sami had shared in advance of what that looks like. It’s going to be a similar project plan to that, right? Naomi?
Naomi Denson (32:14) And… I think typically, we say 12 to 16 weeks. So just depends on how quickly we can move the data, how clean it is and then aligning on, the payer processes and provider engagement, and all of that. Yeah. And.
Kimwaters (32:32) I think we had, in discussions like early discussions. The hope was Alex that we could get it to eight to 10 because we were pretty, we should be able to turn around, the template info really?
Naomi Denson (32:48) Really quickly. Yeah. Okay.
Alex Wang (32:50) That’s helpful. Thank you. Sounded like a lot a.
Kimwaters (32:53) Lot of the delays is more like them waiting on us to get them information typically. So we should be able to turn that pretty fast. Yeah.
Kimwaters (33:07) I’m looking forward. We also want to do it, right? So, like, yes.
Naomi Denson (33:10) Yes, that’s the key. We want it done, right? We don’t want anything going wrong after implementation because we rushed through it. Yeah. All right. Everybody. Great to meet you.
Peter Bosworth (33:21) All we’re looking forward to kicking off the partnership and Naomi will send a comprehensive kind of email at the end here and with follow up times for the implementation sync.
Kimwaters (33:32) Thank you guys. So much. Thank you.
Staff (33:34) Thank you take.
Peter Bosworth (33:35) Care. Thank you all.