Transcript
Naomi Denson (00:00) bye, Nicole. Sorry. No worries. Hey girl. Hey, there’s Melanie. All right.
Naomi Denson (00:16) Hey, Melanie.
Melanie Cannon (00:19) Sorry about that. There we go. Now, my audio is connected. Hey?
Naomi Denson (00:23) Hey, sorry, I was so late. Oh, my gosh. Don’t worry about it. It happens to.
Melanie Cannon (00:28) The.
Naomi Denson (00:28) best of us. Yeah, I was like, I really need to go… but we are going to go through our general platform training today. So, feel free to stop me, ask any questions. Ask me to repeat something. Tell me to slow down because I do have a bad habit of going too fast.
Melanie Cannon (00:48) You and me both. All good.
Naomi Denson (00:51) I’m going to send the recording out afterwards too. So, okay. No worries there.
Naomi Denson (00:57) So I’m going to share my screen here. I’m logged in as you, so you can see exactly what your view looks like. Oh,
Melanie Cannon (01:03) awesome.
Naomi Denson (01:04) Okay. Starting with your profile. So starting in the top right corner, you have your email here. You have your profile with this dropdown. So you can change this if you want to change this to show your name instead of your email. And then you can also change your email address in here if needed. And you see your admin user role type. The providers, all users will have access to this profile. You also have your email preferences. So you can update and change your email address here. If you change your email address here, just know that changes your login as well. Unless you guys are on sso, then it should be fine as long as they’re changing it on the backend. Yeah, we have sso. Okay. I thought, so you can also manage your email preferences here. So all of the automated emails and things that you are getting will be getting in the future for the different areas, you can turn these on or off. If there are things that you don’t want, do want, you can manage all of those here for yourself. Individually. Providers have access to do this as well… within the providers. Yes… what was that? They?
Melanie Cannon (02:20) Have access? It’s like just looks the same as mine. Right? Yes, for a minute. I was like they’re on my profile.
Naomi Denson (02:27) If a provider does reach out to you and it’s like, why am I getting these emails? Make them stop? You can manage their email preferences for them as well from their profile. So they have their email preferences here, and you can turn them on and off for… them. If they reach out individually, there’s only a handful of emails that we can turn off in bulk. But for everyone on the back end.
Melanie Cannon (02:51) So there.
Naomi Denson (02:54) Are some that will need to be disabled individually? But like profile completion reminders and task reminders, we can turn off in bulk on the back end for.
Melanie Cannon (03:04) All providers. So if.
Naomi Denson (03:06) that does become a thing, just let me or Nicole know, okay.
Melanie Cannon (03:10) Awesome.
Naomi Denson (03:12) All right. And then just starting with your providers tab here, you have your provider directory. This only displays all active providers. So you have your full directory here. You have the view of their profile percentage completion. Once we get that caqh pdqs set up, which I have the team looking for that now to see if they received the second attempt, we can get that set up, thank.
Melanie Cannon (03:39) You, I just figured I’d connect you with them because I’ve asked them multiple times and they don’t seem to know what I’m asking for.
Naomi Denson (03:46) Yeah. I just screenshotted her email reply and sent it to the credentialing team. I was like, can you look for this again? So hopefully it’s there this time, but once we do that, this will obviously increase pulling information in from their caqh profiles usually to about 70 Ish 60 to 70 Ish percent complete, depending on what they have in there. Great.
Melanie Cannon (04:06) Awesome.
Naomi Denson (04:06) You have a basic provider profile report in here? You’ll be able to see the date that they were invited, their specialty, their start date, the date they joined, that’s the date that they accepted their invitation and logged into medallion for the first.
Melanie Cannon (04:20) time. Oh, great. Okay.
Naomi Denson (04:22) There’s multiple different ways that you can see that too that I’ll show you… credentialing status, credentialing committee, if they are at the committee or if they have credentialing requests in progress from that settings gear right here, you can manage which rows and columns that you’re seeing in the report. So you can disable or enable different columns. So this request option here, if you had this turned on, it would show you which areas they have active requests in credentialing, pay enrollment, caqh management. So you can have a quick view to go in and search the provider and just say, okay, they do have active requests and I didn’t forget to submit their credentialing or I still need to so that you’re not digging through the actual credentialing platform. Great. And then I just realized that you don’t have the credentialing tab here. So we’ll defer out of that in just a minute. And I’ll have to give you that access. But you can export this. So you can filter this down if you need to export for a report of any kind. So it can send you it’ll, send you a report in a CSV file to your email. So you can export that. You can also filter in here for whatever you might need. If you need to filter by their license states or groups or practices that they’re associated with. You can set any filters or preferences, like if you wanted to come in. And you always want your providers to be in alphabetical order when you initially log in and click into this providers tab. It’s showing the providers in order of which from the last added. So if you, so it’s the most recently added at the top. But if you want them to be in alphabetical order by last name, you can set this ascending… descending column here. And then you can create a bookmark. So if you create a bookmark and title it whatever you want, you can have as many bookmarks as you need and save it every time you log in, you’ll have that bookmark to go to and it’ll go straight back to those preferences, those filters or anything that you have set that you might want to frequently check.
Melanie Cannon (06:40) Great. It’s like, you know, me.
Naomi Denson (06:43) I’m very.
Melanie Cannon (06:44) Much like you can’t look at things and they’re not alphabetized and other whatnot, so.
Naomi Denson (06:49) Yeah. And also if you ever have a bunch of filters set or if you’re looking at something specific, whether it’s in the providers tab, the credentialing workflows or the payer enrollments, and you want to send it over to Noelle, you say, hey, I’m, looking at this, I need you, your eyes on it or something. Just copy and paste the URL to her. As long as she’s logged into medallion, she’ll go straight to what you’re looking at, oh.
Melanie Cannon (07:11) Great. Okay. So, she.
Naomi Denson (07:13) doesn’t have to go in and try to narrow it down and filter everything or one by one look at screenshots and things like that. So you can share your current settings via the URL link… in the providers profile.
Naomi Denson (07:33) They have their obviously, their profile, all of their demographic, information, professional history, education, work history, training, existing licenses, board certifications, and their existing payers will load here anything that has like a green check mark here. But we haven’t actually added anything is because it’s not a requirement to complete their profile. So it’s just showing that it’s complete. Okay, as you complete the requirements in the sections, you can see it’s highlighting the missing fields that count towards that complete profile. So, a lot of these fields are going to be optional, but it will tell you exactly what’s missing to complete that section. Okay. External accounts that’s where their caqh logins are going to go… and they can save licensing board logins, anything that they might need. If they just want to store it in here for a secure place or whatever… they want to use that for other than the caqh that’s going to be required for the payer enrollment, malpractice, insurance, the documents. So they’re all going to come in and they’re going to see, these are the required documents that you need to upload in order to complete the profile… each profession type. So MDS might have different requirements than an NP, and different specialties might have different requirements like behavioral versus medical, et cetera, will have slightly different fields in their profiles. And then the disclosure questions, admin users can do all of these sections for the provider. But the agreement section, this is what the provider has to log in and do themselves. Admins are blocked from answering or completing these sections. So it can only be done from that provider’s. Login… that makes sense for net new providers as we move forward. And after we do the initial caqh import load, you invite a new provider, they log in. They’re going to have a flag at the top of their profile that says, how do you want to complete your profile? It’ll give them an option for a caqh import, a resume import scan or to complete it manually. It’s going to navigate when they click into that. It’s going to navigate them to this, go to data import section here. And this is where they can link their caqh profile, check in on their import status, review, the information that came over from caqh. So these are those two options. If we were linking the caqh profile, it’s just going to ask for their caqh id. It will ask them for their social security number. Coming in from this way, I know we were talking about just doing it via npi on the bulk. Side, but if a provider is doing this themselves, it’s going to require their social security number here in order to verify it. That’s good to know if we’re doing it manually. You’re going to have view into all of their verifications. So, npdb queries, license monitoring verifications, anything that we’re psbing via the credentialing process. So you’ll have all of those outcomes and statuses here. And then there’s just another tab for their licenses. Existing licenses can be seen here. And then the practices tab, this is going to show any practice locations that they’re associated to. If you ever add a brand new provider and you want to go ahead and add their practices to them, it’s really easy to do just right here, add practice. You’re going to select the group first, and then it will give you any practice locations that are associated to that group. But it doesn’t look like we’ve loaded ppgs yet for some of these… PPG. What does that mean? Provider practice groups? It’s the tab on the import template, but it will also do the associations when we import the existing enrollment information too. Gotcha. And they’re mapped to the specific payers at the practice locations.
Melanie Cannon (11:49) Yes, trying to get more emails.
Naomi Denson (11:51) They’ll be able to see, yeah, you can see the individual provider payers in here. So all of the existing enrollments or active enrollment requests for a specific provider, you can leave notes on their profiles. So if you add a note, you can just, you know, you need to leave a note on their chart or their profile for internal reasons or you can leave a note, check this box and send the provider an email notification.
Melanie Cannon (12:19) Oh, great. Like a reminder for them to fill something out. Yeah.
Naomi Denson (12:23) That’s awesome… from the providers tab. Next down is we have the group profiles tab. So these are all of the group profiles and practice locations… and that we have in the system currently looks like these are still missing some information I think you sent over the practices tab already, right? That has the information that we are working to patch in, yes, to complete the remaining. And then we’re still working on getting the additional group information, right? The.
Melanie Cannon (12:57) Group, the group information should be, I sent all of that.
Naomi Denson (13:00) You got, we got groups and practices. Okay? Let me go in and I’ll go in and check on that, and then you’ll be able to see the true percentage complete. Once we, once we get those, I put that I updated.
Melanie Cannon (13:12) That tab in that live Google sheet you sent, but I could put it in couchdrop too if it’s easier. Just let me know what your team says.
Naomi Denson (13:19) Okay. Yeah, no, either one’s fine. I’ll pull both and just make sure that I have the correct one. Okay. All right. So groups and practices were uploaded on that. I thought it was just practices that’s, good to know. So within the group profile, you can see this overview tab that’s going to highlight the missing information. So this will update after we do that next import. And then also any tasks that are associated to any requests under the group, we’ll show here, you’ll see tasks in multiple places. So they will all live in this overview tab. And I’m going to switch to a demo environment to show you that. So you can see what they actually look like, but they’ll live in the overview tab entirely individually in the group profiles too. If they pertain to that group. And then also in the provider profile, they have their own overview tab where you can see their individual tasks and profile requirements.
Naomi Denson (14:18) And then you have the profile page with all of the information that we’re loading from the data imports. You can see the providers that are associated practices that are linked to that group, all of the payer enrollments and existing enrollments that fall under that particular group profile. And then you can add notes to a group profile as well if needed.
Naomi Denson (14:44) This next tab is just another place to see the licenses. So existing licenses will all show here. You can filter… this. You can view the expiration dates that might be upcoming. If that’s something that you need to track. And then you also can see all of the… you don’t have licensing on your contract.
Naomi Denson (15:07) Do you, it’s just pay enrollment and credentialing, right? You don’t have licensing? Yeah. So you’ll always see this request tab and I don’t know why. But so if you want to look at all of your providers, existing licenses, just remember to tab over to this. If a provider gets a new license and you need to add it to the platform and you can just add existing license. The one thing about adding the existing license, it is going to require a copy of the license that can be a copy of the actual license or the board verification. But when you upload it, the file name that you upload has to have the providers first and last name in it or it won’t save… and, it will error out and show you it’ll.
Naomi Denson (15:49) Say file name error needs provider first and last name on it. But just as a forewarning, so that you’re not having to be caught off guard later.
Melanie Cannon (16:01) Appreciate it. Of course.
Naomi Denson (16:03) And then like I said, you have the bookmarks tab here. You have the export option here for when we actually have data in there, we have our payers tab. This is where you’ll see all of the payer enrollment information. The payer list will be built based off of requests made. And when I switch over the demo environment, I’ll show you what that looks like. But we are going to have a deeper dive, payer enrollment training at a later date. So you’ll have all of your enrollment information in here, that is all exportable into reports as well. And then the fun tabs, the analytics tabs. So you have different analytics reports here. The payer enrollment tab is going to show all of the in progress requests, what status they’re in, how many you have the count of completed requests. It’ll give you bar graphs of requests completed by month, individually, list out the completed enrollments for you, turnaround times for completed enrollments. So average, turnaround times by month, player state. And then all of these reports within these analytics dashboards are exportable. So you can export them into any file type option here that you wish. So it’s each of these chiclets that are, I call them chiclets, everybody thinks that’s funny.
Melanie Cannon (17:23) Just think of the gum.
Naomi Denson (17:24) Exactly. But yeah, so each of these little chiclets are exportable separately. You can filter by organization. You’re only one organization. So that’s not going to do much for you. But you can also filter by the request date of the enrollments if you need to narrow it down to like the last three months or last six months. So you can filter by a date range there as well. Awesome similar to that you have the credentialing report, this is going to outline all of your credentialing outcomes, status files, the approved credentialing, approved, credentials, delivery time, turnaround time, breakdowns, any that have action recommended. So maybe there’s tasks on it or a file is being held up somewhere. So it’ll have reporting available for that recredentialing overview. So any recredentialings that are nearing an expiration or needing a due date… requests that are waiting on provider details, maybe they have something that’s expired or didn’t complete their profile entirely. So we can’t move forward. It’ll outline all of that here… and then summary data. So you can see the credential it’ll show you individually, the providers and their credentialing data, the committee votes, so which credentialing files went to, which committees, when who voted on it, what was the decision? So you can export all of these into external reports as well for audit purposes or reporting purposes internally.
Melanie Cannon (19:05) Awesome. Ongoing.
Naomi Denson (19:05) Monitoring is going to be where you’re going to see all of the medicare opt out, npdb Sam and oig outcomes for all providers. So you can filter this by date range. So you only want to see you’ve already reviewed everything and you only want to see the last week or the last month or you only want to see a certain outcome. One thing about these that I like to call out is the outcome that says needs attention does not require any action from you. A medallion to like resolve the outcome. It just means that something was found there’s a flag on that particular check and you need to take it back to your internal processes to review if it’s a new sanction or something that you guys need to address on your end. For some reason. It always takes forever to load when I am sharing my screen. But again, each of these will be exportable. So you have them broken out into different chiclets here. And then you’ll have your full audit log down here. That has everything that’s all inclusive. There is an export little download button up here. But if you use that one, it’s going to just basically download a PDF. That is a screenshot of this page. So I would make sure that you’re downloading the full report if you want the actual details. Okay? Why is this taking so long? There it goes. You can see mpvb is not set up. So it just says no verification attempt, but you’ll be able to see the providers, the time that it was verified, it’ll show date and time that it was verified. So it’ll keep that original verification date on it even though we’re continuously monitoring them in the background. That date isn’t going to change every day. It’s going to change. It’s going to show when the initial verification was done. And then it will update if there are any changes to the verification. So you can see the clear status here because we have enough information to run the medicare opt out in the provider’s profiles from the import template. So those have already started running through for… the ongoing monitoring for those. And then you’ve got your full list down here. All of your providers. So I don’t see anything that raises any red flags right off the bat. But just so you can see, you can export and download that into a CSV file as well. Provider summary. This is a giant report, but it is very useful. You have a lot of filters over here. On the left hand side, you can filter by a specific provider specific group or practice start date range. So if you only want to monitor providers that have a start date range in a three month span, you can filter down by that. And it’s also going to show all of your active and deactivated providers. So you can say, I only want to see my active providers and update that report. What this is it’s basically a full snapshot of the provider’s entire profile. So it is huge but customers like it, they’ll export it and, you know, just remove what they don’t need. But it’s going to show all of their practice associations, their training information, schooling information. But the best part is at the end here, it’s going to show you when was the last time they tested their profile? When was the last time they logged in? What is still missing from, their profile percentage completion. And then when was the last time anything in their profile was changed? So a lot of my customers like to use this report while we’re doing the initial provider engagement and onboarding. And then as you onboard new providers later on, you can track their progress and see, you know, who might need a nudge to keep moving forward. Yeah, that makes sense. That’s super helpful. Similar to this one, I’m going to jump over to this provider onboarding report. The provider onboarding report is a little bit… not as broad as the provider summary report. So once we start inviting providers, you’ll have these start populating in here. And basically it’s just this provider was if they’ve been invited, their profile? Is this percent complete? Have they accepted their invitation? Have they signed their agreements? Are there disclosure questions answered? And are there any tasks pending responses? You’ll also have provider profile term time… completion. So how long did it take from the time you invited them to them accepting the invite? How long did it take them from the time they accepted it to complete their profile? And then start to finish what is that average turnaround time in days? So it’ll show a fun little bar graph over here for you. And then this is just a, another detail about the first invited date and onboarding information for those turnaround times by provider specifically.
Naomi Denson (24:31) And just backing up really quick here to the task summary. This is going to overview all task performance in the platform. So it’s going to show you all of your outstanding tasks, all of your completed tasks. How long is it taking on average to respond to tasks on your end? So you can see, you know, where was the holdup? Why did this line sit for so long? Oh, it took us 14 days to get an answer to this task. So it was sitting for a while or whatever the case may be. This is just a good report to check in on periodically just to make sure that no tasks are being missed. And you can see where everything’s at and what might be being held up by a task. You can filter this down by task owner. Not going to have anything here but task created date product family. So provider enrollment, credentialing, caqh, management or provider profile, whatever the case may be there. In addition to the analytics tabs and these pre built reports, you have your report builder. So you can build custom reports in the platform. So just looking at one of them, the providers, you have 110 items that you can choose from to pull into a report, anything that you might need on a provider. You just select what you need here. You can type in and search for what you need and then move that over it’ll. Give you a preview of the report down here, and you can export this one time or you can save the report, give it a name and you can say, I just want this to come to me or I want it to come to all of our admins. And then you can schedule it. So you want to save it and schedule it. I want this report sent to my email every week starting today. So every Wednesday, you’re going to get this report automatically sent to your email. That’s a really cool feature. I know everybody loves that one. Everybody gets super excited. So you have that for providers. If you need some kind of like terminated provider report, you can pull it for deactivated providers, payer, enrollment requests if you want to just see, you know, this payer, this provider, I want to know their status. I want to know their effective date, the… submission date, pull all of that over and it will build the report down here. And you can save that depending on what your needs are. And on checking in there, if you need to share them out externally or internally with other team members on a regular basis. So that could be a good use case for you there too. Yeah, that’s huge in the account tab here. It’s not enabled. So the general account. Tab here we have, I got to remove Richard from here, but we listed you and Noel as the admin contact names. This is what our team can refer to. If they have, you know, need the reference for any notes or things that we might have made. We can add special requests or priorities in here for our teams to refer to while they’re doing the work. And then you have Jack listed as your account manager as well when I turn it on. Or actually I need to verify if you want it turned on depending on how many people are going to have admin access. There’s a usage tab that we can enable that shows your consumption. So how many requests did you purchase? How many have you used and how many do you have left? You can customize all of the dollar amounts and everything for the contract in there. So some customers don’t want us to turn that on because they don’t want all of their admin users to be able to see that… it’s totally up to you. I can turn it on. You can take a look at it. And if you’re like, no, we don’t want everybody to see this turn.
Melanie Cannon (28:24) It off. Great. Actually, right now, it’s just me and Noelle. I’m not sure. I think maybe like Cindy might eventually be an admin potentially.
Naomi Denson (28:33) Okay. Yeah, providers can’t see that it’s just the admin level users. So I always like to ask because I have had customers say we don’t want anybody else to see this like they don’t need to see this. There’s too many people they don’t even know, they don’t know how much money we’re spending or anything like that.
Naomi Denson (28:49) So I always wait to turn it on in case until we have a good idea of who’s actually going to have access, but I’ll definitely turn that on for you after the call. So you can go in and take a look.
Melanie Cannon (29:00) Yeah, that’d be great. Thank you.
Naomi Denson (29:02) Absolutely. The other important tab here is the members tab. So this is going to show all of your current users active and deactivated. You can filter between the boxes to see who’s active. You can filter by role type. You can search by email address or name, and then you can see their invite status here. So if you want to know who have I invited? But hasn’t accepted their invitation. So Noelle’s been invited but she has not accepted it. If you wanted to. She can’t find the invitation or whatever the case may be. You can resend it. There is a series of five invite reminders that go out over a period of time.
Naomi Denson (29:45) So if they can’t find any of them, it’s going to spam, whatever the case may be. They reach out and say, I didn’t get this after we invite providers first tell them to check their spam folder. If they still can’t find it, check their email is spelled correctly, and that they’re accessing and looking in the right email box. I’ve had that happen a lot. You can change their emails from here if you need to. You can also send the invite, change the emails and then deactivate them. If you’re deactivating a provider provider’s terminated. They’re leaving before you deactivate them, go to their profile in the professional info section and under employment details, you’ll edit this and add in their termination date. If you want to have that recorded for any type of reporting or anything. So always make sure you add that first. Then you would come here and deactivate them. Just keep in mind if you deactivate a provider and they have any requests in process, everything stops. The profile is hidden both from your team and our teams. So anything in progress, work is stopped hidden on. But if a provider does leave and they decide to come back 60 days later and work for you again. All you have to do is reactivate them. Okay? It would just show instead of deactivate it would show activate member and everything that was in their profile comes back as it was. Okay. So it is on the back end. So if you even ever just need to grab something from their profile, you can reactivate them for a second and go in and look and then deactivate it again. But the provider role types in here do take up a medallion core seat from your contract. So just keep an eye on that. Okay? For, you know, consumption purposes, you can have as many admin users as you want. Richard’s gone. Do you want to deactivate him?
Melanie Cannon (31:42) Yes, you can.
Naomi Denson (31:43) Deactivate him. So we’ll deactivate Richard. He doesn’t need a termination date, but so now he’s deactivated and he’s going to show over here. But if you wanted to reactivate him, you can do that. Okay, perfect. And then most importantly, wait, no, I missed a step here inviting members. So inviting members from the members tab, you can do provider admin, whatever role type here. You’ll just fill in the required fields here for providers. Only, it defaults to check this, send invitation email. If you have a new provider that’s onboarding, but you don’t want to send them the invitation yet, you can uncheck this box and go back and invite them later. Okay? If you just want to get started on their profile before they come in.
Niccole Russell (32:29) So you can do that.
Naomi Denson (32:30) The admin roles, everything it’s just going to send automatically.
Niccole Russell (32:35) If you.
Naomi Denson (32:36) ever invite a member and realize… oh, I added them as an admin, but they really need to be an auditor, we need them view only reach out to support and they can change their role. You can’t change it once it’s added.
Niccole Russell (32:51) Oh, that’s good to.
Naomi Denson (32:52) Know. So to get to our support team, you have the support center here.
Niccole Russell (32:58) Support.
Naomi Denson (32:58) Center tab here takes you here. It’s going to, you can search for help here. You can ask a question. It’ll take you through the AI agent first provide you with what they think is the appropriate help article. And the AI bot. If that’s not helpful, you can ask to speak to a live person and,
Niccole Russell (33:14) they.
Naomi Denson (33:15) will most of the time, they can answer what you need. If not, they will escalate to the operations teams where appropriate to get you an answer and create a ticket. You’ll have history of all of your messages in here, so you can go back and reference them.
Niccole Russell (33:33) Oh, that’s.
Naomi Denson (33:33) a cool feature. And then you also have the help center here with all of the support articles. So like pay your enrollment, you have all of these resources and.
Niccole Russell (33:44) Different.
Naomi Denson (33:44) Articles that you can have access to.
Niccole Russell (33:48) If you are ever stuck?
Naomi Denson (33:49) Or have a question, you always can check there first. It’s also available at support medallion co, when you’re logged into medallion.
Niccole Russell (33:56) And you can also email.
Naomi Denson (33:58) The support team. So if there’s something urgent that you need, you can like email them and CC Nicole if it’s urgent, but majority of the time, they can handle it without ccing Nicole. But if you need her to have eyes on something that’s an option as well.
Niccole Russell (34:14) Okay. And it’s support.
Naomi Denson (34:17) Medallion co, is the email address, but I’ll share all of that with you.
Niccole Russell (34:21) Awesome. Before.
Naomi Denson (34:22) We get to the need there, but they can help with like provider got locked out of their account. They can’t access it. They’re not getting a password reset.
Niccole Russell (34:33) The.
Naomi Denson (34:34) platform’s acting funny and there’s a bug. You can report the technical bugs in there too to our technical team.
Niccole Russell (34:41) Okay. So any questions?
Naomi Denson (34:45) So far?
Niccole Russell (34:47) No, this.
Naomi Denson (34:47) All looks great.
Niccole Russell (34:49) I just want.
Naomi Denson (34:50) to switch gears really quick and go over to the demo. Org. So I can show you what the tasks look like because that is a vital piece of.
Niccole Russell (35:00) Everything going smoothly. So, let me see. I’m switching. So this is our demo. Org.
Naomi Denson (35:12) In the overview tab here, like I was showing you earlier, all of your tasks?
Niccole Russell (35:15) Will live in.
Naomi Denson (35:17) Here there’s all.
Niccole Russell (35:18) Of them grouped together?
Naomi Denson (35:19) Just provider tasks, just admin tasks. And I can’t remember, do you want provider and admin tasks or do you want us to task and route everything through the admins first to be like.
Niccole Russell (35:29) the middleman, it.
Melanie Cannon (35:32) Should be otherwise that the providers would get it first. Can you just explain?
Naomi Denson (35:35) That again? So if we do provider and admin tasks like this task is to this provider. But as an admin, you can see this and work it too. But if they’re getting notified of it and you’re getting notified of it, so admins can work them both. If it’s just an admin task, the providers aren’t getting notified and they can’t see them to work them if it’s done. So, if it’s just admin tasks that’s going to put you in a position of having to then reach out to the provider. If it’s something that you can’t resolve on your own.
Niccole Russell (36:05) But it just depends on how.
Naomi Denson (36:06) much responsibility you’re expecting your providers to have with.
Niccole Russell (36:09) Their.
Melanie Cannon (36:11) profile. I’m actually not sure yet. So I think it’s fine to leave it the way it is. Okay. I’m trying to figure that out.
Niccole Russell (36:20) Any tasks that are.
Naomi Denson (36:21) Needing attention that you have not worked or responded to yet, are going to be in this ready bucket. Okay? So you would just click anywhere into the body of the task. There’s going to be a description here with a link related link to either the enrollment request, the provider’s profile, whatever the case may be, and the instructions on what’s needed. If there’s a document or anything that’s requiring signature, it’ll be attached in the notes section over here. You can download that.
Niccole Russell (36:47) If you ever have a question?
Naomi Denson (36:48) About a task, you can add a note or you have an update or you just want to leave a note and say, I’m looking into this, I’ve emailed so, and so just so that you know, you’ve already seen it and you’ve actioned it and you’re working on it that’s kind of like a.
Niccole Russell (37:00) reminder… you.
Naomi Denson (37:02) Know, you’re not completely ignoring it or you want Noelle to see that you are touching them, you’re just waiting on something, you can add notes in here. You can add attachments to send them back. But the most important thing that you can do on a task is when you have resolved, whatever the request is, you mark it complete.
Niccole Russell (37:20) Until you mark it.
Naomi Denson (37:21) Complete, our team is not gonna push it forward.
Niccole Russell (37:25) But you can.
Naomi Denson (37:25) Ask questions in here. Our teams will be alerted. If you leave a note on the task line, so they’ll get a notification so that, they can help answer any questions or clear anything up for you… that mark complete button is the most important thing.
Niccole Russell (37:42) That you can you?
Naomi Denson (37:44) Can ever do because of, the contracted slas. So there’s a 10 day contracted SLA for payer, enrollment applications to be submitted.
Niccole Russell (37:52) Gotcha.
Naomi Denson (37:53) If there’s a task opened on a request line, that SLA pauses. So, if this task sits open for 30 days and then 40 days go by and you’re like why hasn’t this been submitted yet? It’s because the task was sitting open.
Melanie Cannon (38:06) Gotcha.
Naomi Denson (38:07) Okay.
Niccole Russell (38:09) Where that?
Naomi Denson (38:09) That task summary report really comes in handy. So you can have a big view of everything that’s open and can report that.
Niccole Russell (38:18) Out. Once you mark it.
Naomi Denson (38:20) Complete, it goes into this interview bucket. And this is for our team. So our team is reviewing these, making sure that the task was responded to appropriately and that we have everything that we requested, and then they’ll move it to this completed bucket and that’s when it goes back into process.
Niccole Russell (38:36) Okay.
Naomi Denson (38:40) Also on this overview tab is the expirables reporting. So this is like expirables reporting for documents. So any documents that are in the group profile and the provider’s profiles that they have an expiration date on it, like a driver’s license, a… Dea passport, anything like that. If you put it, the expiration date is not required on documents, but if it is there, it’ll show up in this report so that you can be notified that it’s there. But you’ll also be getting a weekly expirables report sent to your email for like licenses and deas and things like that are approaching expiration. So you’ll get notification 30 60 and 90 days out, from their licenses.
Melanie Cannon (39:25) Coming up. Great.
Naomi Denson (39:32) Any questions? Oh, I wanted to show you the credentialing tab since I didn’t give you that access yet. The credentialing tab will again, we’ll go deeper into this later on but you can see, the requests that are in progress. Any, when they’re marked ready, our team has finished their psvs given it a status. The file will be viewable here and can be downloaded into a PDF. Then it moves to ready you as the credentialing administrator will then go in review the status. If it’s got flags or anything like that. And then you would send it to the correct committee to review and vote. Once it comes over here, the committee members that we decide on once we get the credentialing policies and procedures nailed down and identify who those users will be, will come in and they’ll approve or reject the file to close it out and capture the initial credentialing date.
Naomi Denson (40:30) And then it will be automatically rescheduled for recredentialing in three years. So in three years, when the recredentialing… approaches it’ll say we’re going to start on this date. This is the deadline. So 90 days out from the credentialing… expiration date, we’ll start triggering those requests for recredentialing. Great.
Naomi Denson (40:56) You don’t have to request those unless you know, something changes dramatically and provider has all new information, then you could automatically, you could trigger it if needed off cycle.
Melanie Cannon (41:10) Gotcha.
Naomi Denson (41:11) Okay. But we’ll dive deeper into all of the statuses and things like that on a separate training. Any questions?
Melanie Cannon (41:18) No, this looks great.
Naomi Denson (41:22) I love that answer. So I’m going to turn on your usage tab for you so you can see the consumption. If you guys do decide it’s too much and you don’t want it displayed for all admins or you start adding more admins and don’t want everyone to have visual into it. Just know that your account manager is going to be monitoring your consumption as well and having regular syncs at an executive level, to discuss that and make sure you’re not, you know, in the red zone or anything like that. So, I’m going to turn it on for you if you want it off, just let me know. And then I’m going to flag that group profiles tab as well because I thought it was just practices I misunderstood there and we’ll get all this group and practice profiles updated and you can see what’s.
Melanie Cannon (42:07) left. All right. Sounds like a plan. All right. If you need anything.
Naomi Denson (42:11) Else or have any questions, don’t hesitate to reach out.
Melanie Cannon (42:15) Thank you so much. This is super helpful. I understood before this actually like based on how to use the portal, but I didn’t realize there’s so many good of the can’t speak reporting capabilities. So super excited.
Naomi Denson (42:29) Yes, lots and lots of reporting, lots and lots of reporting in here, analytics reporting. You can build your own. Yeah, so, and you can export from any of the other tabs. If there’s, a table or a chart. Chances are it has an export option. So, so you can pretty much export from anywhere, any view filters, whatever you need. Awesome. Thank you so much. You’re welcome. I hope you have a great day and I will see you Friday. Yes.
Melanie Cannon (42:55) See you Friday. Have a good.
Naomi Denson (42:56) One. Thanks bye.
Melanie Cannon (42:58) Bye.