Transcript
Fatima Nunes (00:00) Mallory. Hey.
Mallory Smith (00:02) Can you hear me? I?
Ashley Hodgkiss (00:03) Can hear you? Yeah. Can you hear me? Yeah?
Ashley Hodgkiss (00:26) Hi, good afternoon, hi.
Fatima Nunes (00:28) Ashley, good afternoon. How?
Ashley Hodgkiss (00:30) Are you not?
Fatima Nunes (00:32) Too bad? How are you? How’s your Thursday going busy?
Ashley Hodgkiss (00:37) Very busy. Yeah, good. Okay.
Fatima Nunes (00:41) Good. I guess that’s better than the alternatives, you know, I kind of hate when it’s like slow days and you get bored. I,
Ashley Hodgkiss (00:48) don’t know what that is.
Fatima Nunes (00:48) I’m.
Ashley Hodgkiss (00:51) gonna be honest. We do not know what those days are anymore. I.
Fatima Nunes (00:56) Bet you guys were growing pretty fast. Hey, Carol. Hey.
Mallory Smith (01:02) How are you? I’m.
Fatima Nunes (01:03) doing well. Thank you. And I see Mallory is here.
Mallory Smith (01:09) I’m sorry, can you still hear me guys? Yeah, we can.
Fatima Nunes (01:12) Hear you okay?
Mallory Smith (01:12) I don’t know what it was like. Teams was doing this weird thing. It was like mirroring my body images and it wasn’t my face for a minute. I just turned it off. I just, I.
Fatima Nunes (01:20) just turned it off. We couldn’t see that if it helps, we couldn’t see any of that. Yeah.
Ashley Hodgkiss (01:24) Thanks. Awesome.
Fatima Nunes (01:27) Awesome. So, we’ll get started. I know we have, was it, Kim, that was also on the invite? Ashley?
Ashley Hodgkiss (01:34) It’s Kashana… yeah, she was gonna try to join. I, she’s so busy with meetings. I just put her on this optional. She can, she’ll okay. Okay?
Fatima Nunes (01:43) So, we’re good to get started without her.
Ashley Hodgkiss (01:46) Yeah, that’s right. Let me just look at her calendar really quick. Okay?
Ashley Hodgkiss (02:06) Yeah, it does look like she has another call at this time. Okay? That’s fine. We can get started. Okay?
Fatima Nunes (02:10) And what we can also do, I see that our note taker is on here. It’s going to record the demo. So I’ll share it via email with you all.
Fatima Nunes (02:17) And then you can forward it to her in case she wants to take a look at that. All right, perfect. So really in terms of agenda for today, pretty straightforward, Mallory is going to be running point on the demo today. And really the three kind of main focuses. Actually two big focuses on the demo. We’re going to start off with analytics and reporting, showing you some of those, you know, out of the box reporting, customizable reporting, dashboards, analytics, all of that, and then take you into the hospital applications workflow. And then if there’s some time at the end, we’ll also show the credentialing workflow since I know that’s something probably for like a phase two if you were to go down the path and pursue delegation just so you get a taste of, you know, flavor of what that looks like. But that’s really the bulk of what we’re going to be showing on the demo today. Does that align with what you were expecting?
Ashley Hodgkiss (03:07) Yes. And we also went through Carol can share her screen and just, we got an idea of what we have right now for 20 26, 27 and 28.
Ashley Hodgkiss (03:17) I know in order to really project what’s gonna come for the next couple years, we need to know those reappointment cycles, but that’s gonna take a little time. We’re gonna need to look at each hospital and just see what if it’s two years or three years. But right now for this year, we have 274 applications and we have 98 for 20 27, which obviously will be more. And then 20 28 36. So there’s 160 providers in total that have hospital privileges, okay?
Fatima Nunes (03:50) All right. I’m taking notes on that. And then I don’t have the scoping questions pulled up. I don’t know if there was anything else that we needed outside of that. I.
Ashley Hodgkiss (04:00) Think it was the reappointment cycle, but that is we’re gonna look at each, we have to look at each hospital and just look at a provider and see what the cycle was. If it’s two or three years, then we can give you that. Okay?
Fatima Nunes (04:12) All right, perfect. And then for, since we’re on the topic, I know you mentioned for the appointments for 20 for this year, it’s 274, 20 27. It’s 98 and then 20 28. It’s 36. So far. I think just to help, I know it’s difficult to gather this data, you know, forecasting growth for the next three years. Some organizations they find really useful is just looking back the last three years and just getting like a historical average usually where they fall in between and we can always scope it based on, you know, some of the historical data there as well. Okay. In the event that you don’t know how quickly you’re going to be growing in 20 27 or 20 28?
Ashley Hodgkiss (04:55) Yeah. I mean, we can look at that. We’ve just, we grew so much in the past couple years that I’d like to kind of look at where these 20 26 applications are going to land, if they’re going to land in 27, 28 or 29 for the re app, but yeah, we can get that data for you as well.
Fatima Nunes (05:11) Okay. Perfect. All right. So I do want to revisit before we jump into the demo. I know when we met earlier this week, you mentioned Sylvain was out this week. You’re looking to get pricing in front of them next week? Is that still the timeline that you’re operating off of or has anything changed?
Ashley Hodgkiss (05:32) Yeah. I had, I spoke to Kashana because we do have these two candidates and I don’t want to lose them. So I would really like to try to get just kind of like maybe estimate a pricing by the end of the week. If it’s possible. I know you said you thought it could be possible for Friday just so we can make a decision on the candidates like we’re 100 percent gonna move forward with one. But the second one would depend on if we move forward with medallion. Okay.
Fatima Nunes (05:55) Okay, perfect. And does it come down? I mean, how are you looking at this? Does it mainly come down on like cost, if we’re within budget then it’s a no brainer you go through, you know, you’ll pick medallion or is there some other elements that are factoring into that criteria for making a selection?
Ashley Hodgkiss (06:13) I mean cost is going to help because that’s a big concern right now is budget. I know if it’s more than what fte would cost, it’s probably going to be the fte route, but yeah, I’d have to share it with them either way.
Fatima Nunes (06:28) Okay. And don’t want to be too salesy here, but I figured, you know, you’re in a crunch time and we want to get you the right information because it doesn’t sound like there’s going to be a lot of back and forth here. So, is there a number that would make this a no brainer for you all to say, yes, we’re going to move forward with medallion?
Ashley Hodgkiss (06:45) That’s really going to depend on Solveig and where the budget’s at? I don’t have that information.
Mallory Smith (06:51) Okay. No.
Fatima Nunes (06:52) The way I’m thinking about it is just, you know, the cost typically of an fte would be anywhere between, you know, 50 55 K around there.
Fatima Nunes (06:59) So that’s really how I’m thinking about budget that, that’s probably within the window that Sylvain and your team’s probably looking to stay within. But, okay. Okay. That’s super helpful. We will revisit. Mallory and I will go back into our pricing system and populate based off the data you just shared with us. And if we need anything, we’ll follow up after the demo just to make sure we’re able to get that. And then hopefully we’re able to get something to you by end of day tomorrow.
Ashley Hodgkiss (07:31) Okay. That sounds good. Okay?
Fatima Nunes (07:33) Great. So Mallory, are you still with us? Okay? There you go, perfect.
Mallory Smith (07:37) Yes, I’m still here.
Fatima Nunes (07:40) I will let you take it away.
Mallory Smith (07:42) Of course. Thank you. Felt like you were reaching out into the afterlife. Are you still with us? Are?
Ashley Hodgkiss (07:50) You there? Give.
Mallory Smith (07:53) me just a minute. Okay? I’ll share my screen. So today’s demo, of course, we will, of course, keep focused on the hospital applications themselves and how we’ll be able to work with your team. So let me confirm first. Is everyone able to see my screen?
Ashley Hodgkiss (08:12) Okay. I’m going to move you to my larger screen. So, sorry?
Mallory Smith (08:16) Yes, no worries at.
Ashley Hodgkiss (08:17) All my head.
Mallory Smith (08:19) Yeah. Okay. Thank you. So ultimately the flow that I would like to have for today is of course, to start off with the provider onboarding experience. I’ll go ahead and explain how our implementation to get all of your current providers in the system would go, we’ll get you to that steady state. And then we’ll talk about the provider onboarding experience. From there, we’ll navigate to hospital applications, how your team is able to track. We’ll also talk about analytics and reporting as well. Are there any other fields or features that you would like for me to cover today? No, I think that’s good. Okay. Thank you. Okay. So essentially with the screen that you see here, this is our provider’s directory. You’re able to navigate throughout the system based on the left hand items that you see here. Our primary focus today will be with the provider’s directory, how your groups and facilities would be associated in the system privileging are those hospital applications, and then finally analytics and reporting. So to level set, what we’ll do with implementation is we’re going to provide you with an import template that lets you know exactly what fields that we need. So if your information is currently housed on spreadsheets or the software that you’re using, if you’re able to export to spreadsheets, that’s always the easiest way because we can just move around the columns to match the fields that we need. We’ll import that. We’ll make sure the information is clear and up to date. Typically we’ll see anywhere from eight to 12 weeks for implementation. It really just varies on the level of complexity, how many products you’re purchasing with medallion, how many providers you’re managing. So if after today’s demo, you decide that you would be interested in pursuing the conversations more. Then we can also have a scoping call at that time to talk about more of those specifics. So now that we have gotten to a steady state, we have your current providers in the system. Let’s talk about adding your new providers. And actually I’ll just minimize your pictures. So you’re not having to see it. But if you do have any questions, please just let me know. Okay. So to invite a provider, someone from your team will basically be responsible for clicking invite provider indicating with their role based access control. So we do have multiple layers here. If the provider needs access, they’ll only see their information. They’ll be able to work within the portal. They’ll also be able to see their own information, their own information alone there’s the admin. So this would be perfect for either of your roles. This is going to allow you to see all the information in the system. And then of course, we have team manager and team viewer. So with the team management view that you can see here if you have someone that wants to monitor certain providers, maybe from certain groups, certain states, certain provider types, whatever that may be. And then with team viewer, they’re able to see it but not necessarily change the information. So overall role based access control allows you to give the correct access to the user that’s needed. So when inviting a provider to the platform, all we need is their email name, start date and provider type. From there, an email will be sent directly out to the provider. We do allow white labeling. And if there aren’t any questions, I’ll go ahead and show that next… I’m okay. Yeah. Okay. Wonderful. So your email will look something similar to this. Your logo will be right up here at the top. You’d be able to see your name as a part of this. You’d see elevate a T is partnering with medallion. You have the ability to control the messaging of the email that does go to the provider. So that’s what I mean by white labeling, you can basically have as much of your footprint on this email as you would like for it to be. When the provider receives this, there are multiple ways that we can adjust the provider data. So if I were to go back just really quick and let’s say that you invite them to the system, they’ll get the email. But what you can also do in this step is you could exit out of this. It’s going to create a shell profile for that provider, open up that provider’s profile. And then from there, connect their caqh for them. So that whenever the provider does click on the email and they start going through their own process, they’ll see their caqh is already connected. So, I know we’ve had previous conversations regarding how you’ll you would like for the providers to interact, how much you would like to take off of their plate. So that’s definitely what I’d recommend in this situation. If the providers do choose to do it themselves, I’ll take you through that process. Just briefly. Essentially, they’ll be able to get started, kickstart their profile. There are multiple data ingestion here. So we can do caqh profile build which is basically it connects collects up to 70 percent from caqh with just their basic information such as their last name, npi and their caqh id. There’s. Also a resume scanner. So with the resume scanner, it does use AI and OCR technology to glean the information from the resume that they upload populates the profile. And then finally, we of course have API integrations. So should you ever want to connect to your HR platforms, if you ever want to push information down to your billing system or your scheduling systems based on par effective days, based on privileges that have been granted when it has the scheduling component, then you’ll be able to do so from there. Okay? So we go with the caqh route, of course, then you’ll have the caqh id. If the provider doesn’t it’ll be their social. If it’s you doing it for the provider, it would just be their npi. And then finally those three data points are all you need to be able to confirm and link. Once the provider is linked, I’ll go ahead and bring you back to this page. I can open up this provider. I’ll log in as if I am that provider and give you a view for their final piece of the provider experience.
Mallory Smith (14:33) Okay. So this would be the provider’s view. What you’re able to see here is their status checklist. To the left. We also have documents. So this is one of my favorite features personally with the documents. This is where we have the QR Code scanner. So not only are we able to track everything that has an expiration. Date. So if it has a date, we can track it is what I like to always say you also have the ability to upload by photo. So if you have providers that have screenshots or they have their diploma that’s up on the wall rather than them having to take that diploma down, untack, it, get the diploma out, scan it, find a printer, find an admin to email it to. They are able to easily do so just by scanning the QR Code here, it uploads the picture. Our AI technology is able to turn it into a PDF and even help name that document. So I’ll pause there for just a minute. As far as the provider experience is going so far. I am curious about this QR Code scanner. Do you think this would be helpful to your providers or are they all pretty good about getting you the necessary information?
Ashley Hodgkiss (15:44) This is similar to how we do it with credentialmydoc except the QR that’s pretty awesome. We don’t have that.
Mallory Smith (15:52) Yeah, that’s pretty good. I think it will be helpful. Okay. Awesome. Thank you. Okay. So then that final piece of the provider experience of course, will be coming into agreements. And then everything in here is electronic signature. So they’ll review a couple of the forms. For instance, if I were to open up caqh, this is to authorize that medallion can submit applications on their behalf, that they are able to process the information, they can sign the signature, this is the mobile friendly option. So they have the ability to do this from their phone or from their tablet. They can give a new signature. They can save it. It’ll. Now be a part of it, update their signature. And then that last piece they’ll basically say save and finish. So that entire process especially if you connect the provider caqh for them. Already, we are currently seeing an average turnaround time of about two days to have a provider fully onboarded. And then your team is able to move forward from there… before I release control of this provider experience. Any final questions on how the providers would interact within the platform? No, that makes sense. Then I’ll go ahead and release this provider’s profile that will allow us to get into the hospital applications next. Okay. So next we’ll head here to the privileging component. Now our privileging and hospital applications. They are under the same option that you see here to the left. That is purely because if it’s privileging because you own the facility, then you’ll have your own internal if it is privileging because you have partners in the space, and you’re having them do the actual confirmation. Then it’s all stored within this platform as well. So what you can see here is we have those files that are already in progress. We have the different providers if it’s an initial appointment. And then we also have what I call our partner applications or our hospital applications. So this will be indicated by a direct app as well as a partner that you’ll see when it comes to implementing. We’ll basically get a list of your facilities that you go through and submit privileging and admitting arrangements for from there, you’ll then be able to see which team they’re a part of what packet view we have available, what is the latest status with this application? And… then it will go through the additional steps that you see across the top to submit a new request. Someone from your team will click request new initial appointment, select the provider or providers you would like to go through this process… the entities. So these partners everywhere that you see, this is someone that you’ll be sending hospital applications to. So if we were to say cedars Sinai, and if there are multiple, of course, you can submit them at the exact same time… any additional notes you would like to provide our team. And then finally, we would select the privileges that are available for this provider and your team would click submit. What that does is it adds it to the queue for our team. We do have a 10 day SLA on submission. So that basically means from the time that your team requests a hospital app to the time that we have to contractually get it out the door. You do see an average of 10 days. Currently, it takes our team about four or five days just to be able to gather the information, populate the profile and the application itself and submit from the system. But just so you have that ease of mind, we do have a 10 day contracted SLA as a part of that?
Fatima Nunes (19:50) Yeah, no.
Ashley Hodgkiss (19:53) Sorry. Go ahead. No.
Mallory Smith (19:54) No. Go ahead. I have a.
Ashley Hodgkiss (19:56) Question on the privilege section. So, are we selecting the actual procedures there or just otolaryngology like their specialty? Yes.
Mallory Smith (20:06) It’ll basically be their specialty. When we think of the hospital applications, we will of course, request any dop forms from your partner facilities, just to make sure that we’re following your standards and how you currently do it. So let me ask you that. Actually, are you wanting to select the specific privileges or do you want to just be able to identify the specialty?
Ashley Hodgkiss (20:26) I would say just the specialty, we allow the physicians to go in and identify the privileges they’re selecting.
Mallory Smith (20:34) So just this, okay. So in that case, that would be pretty much how the system works automatically. We can of course, configure if you have different standards or different wishes there. But yes, you would just let us know which specialty the provider has. You could select it from the list. And then we’d be able to proceed from there.
Fatima Nunes (20:51) Okay. Yeah. And I just have a question around the slas, that’s certainly something that I would say is a differentiator from medallion in the space. Do you feel like having that peace of mind of, hey, we’re contractually committing to doing this work no later than 10 days after you make the request. And of course, Mallory said we’re averaging four days today. Is that something that’s important to your team or it’s not as important?
Ashley Hodgkiss (21:17) Yeah, it’s important. Like you said, we have pretty quick turnarounds with our applications. It’s usually chasing the providers for their information that takes the most time with getting those applications submitted.
Fatima Nunes (21:31) Yeah, absolutely. I understand that. Okay, Mallory, I’ll let you carry on. Okay?
Mallory Smith (21:38) Thanks. Okay, perfect. So now that the request has been submitted and the 10 day SLA has been initiated once these files are ready and we’re basically, we’ve submitted them out the door, we’re now keeping tabs on them. We’ll have the request details in mind. I am going to go through and filter just to show you the partner applications. And with these files in mind, you’ll be able to see their current status. Sorry, I’m in the wrong one here. So we’ll go here to committee and you’ll be able to keep up with that current status, whether we have submitted it. If we’re still waiting on the follow up from the hospital or the entity itself if they need any additional information, anything of that nature. So if we were to look at Rebecca Albright here with kaiser as a partner application, we’d see that there’s no blockers at the moment. We’d be able to open up the packet. This packet is what is going to provide what I like to call comprehensive audit history. So the, how, what when, where and why this is an example of what we did submit over to kaiser for this provider. Your team is able to leave notes as needed. You’re also able to see copies of all the documents that we’ve collected as a part of the submission process. And then that final piece, you’ll be able to see our notes in the system as well as record the outcome. So you’ll know if it’s been approved or rejected, you’ll be able to find it right here within the committee area itself. So once we get back, it has been approved or it has been rejected, we’ll notify your team immediately. It is something done automatically by the workflow engine. You’ll receive a task, you’ll be able to see whether it’s from a report from analytics from the task that you received. If the provider now has privileges there at kaiser, and then it then heads over to the closed area. And with the closed, this is going to give you all of your historical significance. So how many providers you’ve requested hospital applications for, if they’ve been approved or rejected. And it basically maintains any of those relationships that you’ve requested?
Mallory Smith (23:51) Okay. So that is the hospital applications flow. I’ll go ahead and pause for just a minute compared to your current processes and so forth, do you think this would be easy enough for your team to navigate? Do you see any initial concerns?
Ashley Hodgkiss (24:07) No, it sounds easy enough. My biggest concern is really the delegation getting that set up, but I know you said sometimes they have you said surrogate, the hospitals will allow surrogates. Yes. Okay.
Mallory Smith (24:24) Yes, they will. So surrogacy access, that is a great call out though. So that is definitely something I can speak with Jennifer on our team. She runs our privileging and hospital applications. I can get more information from her regarding this and possibly even set up a call in the future just to make sure that we’re all on the same playing field there. Okay?
Fatima Nunes (24:50) Anything else while we’re on inside the platform, Ashley or Carol that you’d want Mallory to dig in on… as you’re looking at the platform, anything that piques your interest?
Ashley Hodgkiss (25:05) No. So.
Mallory Smith (25:06) I guess.
Ashley Hodgkiss (25:07) If we have an application that’s being completed online, we would just in that little note field, put the login in the website. Is that how that would work? Okay? So.
Mallory Smith (25:17) You can, oh, go ahead. No, go ahead. So, I was just going to add really quick. If it’s a specific provider login, you can store that at the provider profile. If you’d prefer. If it’s something that’s more of like a group or facility login, you can store it there as well. So it’s really up to you. I think the standard is that we store it at the facility level where we’ll track all of your different hospitals that you submitted, admitting your rights to.
Carol Rios (25:42) Okay. So it goes from ready to?
Fatima Nunes (25:50) After.
Carol Rios (25:53) it’s ready, the next step would be it being submitted, correct? Just to understand a little?
Mallory Smith (25:58) Bit. Yes, yes, that is correct. Okay?
Carol Rios (26:04) Yeah, it looks good. It looks simple, very easy to use.
Mallory Smith (26:09) Awesome. I.
Fatima Nunes (26:10) think the big takeaway here in the dashboard. Sorry, Mel is just like the full, even though medallion is going to be taking the heavy lifting off your plate. Your team’s not going to lose visibility into it, which I know is always a big concern for organizations. You will still have access to everything in real time. So you don’t have to reach out to somebody at medallion or a vendor or a teammate. Hey, can you pull this information for me? The big takeaway here is you, Carol or Ashley or your boss, or your boss’s, boss at any point in time can log into medallion, pull their own report, look at this dashboard and see where do we stand with this specific provider and get that data in real time versus having to wait on others to pull that information for you. I think that’s the big thing here with like the level of visibility that you get… is that something that you feel like would be a benefit like just having that amount of visibility into things?
Mallory Smith (27:03) Oh, yes, of course. Absolutely.
Carol Rios (27:05) Yeah. Well.
Mallory Smith (27:08) Fatima perfect segue over to our analytics and reporting next. I’ll go there and then we’ll be able to take a look at that. So when we think of the analytics, whether it’s your licensing for providers, your payer enrollment, your privileging, ongoing monitoring, and so forth. You do have different segments that you would be looking for here. So let me ask a really quick question about ongoing monitoring. Actually, since you’re not doing the actual privileging within your facility, but you’re having admitting arrangements for your providers, do you still do continuous monitoring for them? And when I think monitoring, I think national practitioner data bank, oig, Sam, medicare exclusions, anything of that nature? So.
Ashley Hodgkiss (27:53) We, do we handle the data bank in our department, we have a continuous query through the data bank website. So we get notifications if there’s any reports or anything changes. Sams, oig, medicare is done through compliance and they have a system. I think they work with healthcare compliance pros who monitors that.
Mallory Smith (28:14) Okay. Thank you. Perfect. So we do have that option in the system, but it sounds like you already have another method to track that. So should you ever decide that you would like to evaluate something new in the future, please just let us know. But otherwise we do have the analytics portion that we’re able to see exactly where everything is. You’ll be able to track and see if I have privileges that I can populate how many files have been delivered. And of course, this is a demo environment. So I don’t have too many, but you’ll be able to track data points such as the turnaround time, the provider’s reappointment when it’s time to request that new hospital application, historical performance, how many files have been delivered? So you’re able to take any of these snapshots whether it is, you know, credentialing, privileging, whatever it may be, and then apply directly. You can export from the system, you have the ability of adding them to your own leadership database and presentations. And then finally on that flip side, we do have reporting that’s available. So I think the report that would be most beneficial to you, of course, would be first if we go into reports and I look at my save reports, these are reports that are canned. There’s 10 to 15 of them that do come with the platform. These reports can also be scheduled to be sent at whatever preferred cadence. So if you have other team members, other departments that are asking for updates and reports, they want to know the latest status, they want to know when this provider termed all examples like that. You do have the ability of creating your own report within medallion and putting that on a cadence so that report is back in the recipient’s hands and in their email inbox daily, weekly, monthly, whatever is preferred cadence there. Because we have a little extra time, I’ll even show you how to build a report. And then we can talk about how your team would be able, to use these effectively. So to build that report, I know that we’re going to be focusing on credentialing or hospital applications. As an example. I would simply come through, identify what fields I’m looking to track. So the first one could be give me the provider’s full name and then their npi number, the state, finally, the status of that application when it was marked ready, or when even when it was completed, when it’s time to recredential, but maybe we’ll say outcome first. So in the order that you’re able to come through and select these features is the order that it builds your report for you. So what I’ll do next is transfer that to the right. I now have a report with those fields in the order that I selected. And I can be able to keep up with exactly which provider, which hospital, the outcome, date, the recredentialing date, so on and so forth. I can export this just as an ad hoc function. I can also have the ability to save this report and then schedule it and send it as needed. So as far as your current reporting goes with your hospital applications, do you think this would satisfy your needs? Do you think it’s similar to what you currently have? Better worse, what’s any feedback you can provide?
Ashley Hodgkiss (31:32) I think it’s pretty similar to what we can run from our system?
Mallory Smith (31:39) Okay. Wonderful. So it’s at least parity, I’m happy with that, you know, I’ll take that as a win. Okay. So let me just kind of do a recap of everything that we’ve seen today. So we started off of course with the provider onboarding experience. So coming back here to home, you’re able to see the task. We’re able to see exactly any communication that’s been had with providers. From here, you’re able to invite providers whether they’re new to the system or not. And then they’ll have their own onboarding experience, which of course, your team is able to complete for them on their behalf. And then next, we talked about hospital applications followed by analytics and reporting. So before I stop sharing my screen, were there any other questions regarding a visual component of today’s demo?
Ashley Hodgkiss (32:30) No, I just have a question. I’m thinking about our team and then I know exactly what they’re going to say is we have to update two systems because we’ll need to update credential. My doc, anytime a license is expiring or Dea, and then go into medallion and update it as well. Is medallion also used as just kind of like a data… storage or is it strictly like if you’re credentialing providers, that is when you input the data into the system, if that makes sense?
Mallory Smith (32:59) Yes, completely hear you. So medallion can be both. We absolutely can be a repository for all your information, whether it’s a service that you’re using with us or you’re just looking to store it. So for instance, if I were to go into this provider’s profile here, I’ll just show you the level of depth when it comes to the different details and demographics that you can track. So anything from their basic information, so it could be their names, contact information, identity, citizenship mailing, really anything you would find within the caqh profile is going to be housed here, their existing licensure. So all of their different states, all of the different license types, the existing payers that they currently have, their continuing education credits, credentialing contacts, malpractice, insurance, all their documents. So to answer your first question, yes, we can definitely be a full repository or the medallion platform can be just for those providers that you need for hospital applications. So which one would make more sense to you as far as an Roi perspective?
Ashley Hodgkiss (34:07) Well, I’m just thinking, I’m thinking about our team and having us, you know, go into two systems and keep two things updated. Plus we keep caqh updated. So I’m just kind of thinking there, can I see the payer section, just what that looks like. Yeah.
Mallory Smith (34:21) So there’s the existing payers here. So this is what’s available for this provider today. He currently has three. I’m sorry, she, my bad, she has three existing payers. The billing status is active, two different practice locations, the different lines of business that are a part of it provider id if they are participating and linked the effective date, of course, credentialing date since that’s a little bit different than the contract effective date, reval, when it’s set to end, any screenshots, any emails that we collected from the payer. The other view is if we can look at the comprehensive payers, so you can see all enrollment requests. You can also see all existing enrollments. So this is comprehensive of all providers that I currently have in my demo provider, just like the environment, I can see the existing enrollments if they are billable or not, if they are par or not their specific provider id number. And I’m able to just transition through all the different fields that I would need.
Fatima Nunes (35:30) And I’ll jump in here, Ashley, I know you’re from our last conversations, you’re pretty happy overall with credentialmydoc but is there any appetite to, if medallion were to manage both the credentialing and the hospital applications? And kind of like a one stop shop? Is there any appetite to explore that?
Carol Rios (35:50) We’re.
Ashley Hodgkiss (35:51) really happy with the offshore team that’s doing the payer enrollments right now. But where I was kind of going is like maybe we could use this as our data source because credentialmydoc, we originally got it because everything was paper, right? So we would map the applications when everything’s through caqh for the payers. For the most part. I think we have, I don’t know Carol, how many applications do we have? Where we’re actually like completing forms at this point?
Mallory Smith (36:16) There’s a lot.
Ashley Hodgkiss (36:18) We still have paper applications that are like, yeah.
Carol Rios (36:23) Oh, everything’s on the portal. Really, the majority of applications are… on the portal. So,
Ashley Hodgkiss (36:32) I’m just thinking of moving like if we had our information here and not have two systems, what that would look like? So we know we have 160 providers that have hospital applications. Maybe we could see numbers on what it would look like to put the other providers in here and kind of use this as our data source and reporting platform. This.
Carol Rios (36:54) Gets manually updated, right? Like expirations, like a license expiration, we’d have to manually update it or it gets simultaneously updated when you update cqh.
Mallory Smith (37:04) Great question. So we actually have caqh management. So what that means is first, we are the only participating organization with caqh. So we have the only bi directional partnership in layman’s terms. We’re able to import the provider’s data and their documents without needing their provider’s username and password for caqh. So just their caqh id, npi, last name from there, any updates that happen in the medallion system, say that they come in, they update their license. If you purchase the caqh management SKU, that is automatically sent back to caqh. So that’s the bi directional aspect of it that’s how you’re able to avoid having a provider’s login and reattest or having your own team habit have to manage that everything happens automatically. So we have robotic process automation. If something happens or changes in medallion, it’s automatically sent to caqh. And then it eradicates the need for quarterly attestations for your providers, okay?
Fatima Nunes (38:10) And so, is that just to clarify, I know you mentioned, is your team the ones managing and updating those caqh profiles or is that something being done by your offshore vendor? No?
Ashley Hodgkiss (38:21) That’s done by our team? Okay?
Fatima Nunes (38:23) Are you pretty happy? I know that that’s a big lift. I know people say updating caqh profiles, but it could be a nightmare especially when providers forget their passwords, you have to help them reset it. Are you pretty happy with the caqh like process today? Or would it be helpful if like medallion would be able to take that off your plate? I.
Ashley Hodgkiss (38:44) mean, it would be helpful especially if it’s gonna auto update in caqh because right now, anything we update license Dea, not practice addresses, we’re updating in caqh and in CMD. So we’re doing everything twice. So if that auto update, is that’s really awesome.
Fatima Nunes (39:05) Yeah. I mean, we’re talking about, right? Like several different things. I know change management is all, is always scary, but I think ultimately the end goal here is you have one stop shop where all of the provider data lives. It’s going to make both of your jobs a lot easier especially when reporting on this data versus having to reach out to different team members, different vendors.
Fatima Nunes (39:26) It’s just kind of a little bit chaotic. It really just comes down to your appetite, for making that transition. And then budget, of course, like what’s reasonable for you all? We’re more than happy to scope the caqh management as well as you mentioned that the 160 providers are the ones that need the hospital applications. How many more are not being factored in there that are kind of if we were to transition from credential, my doc over to medallion we need to add there.
Ashley Hodgkiss (39:54) So it would be 242 40 more.
Fatima Nunes (40:02) On top of the 160? Yeah. Okay. And then would all of those? So God, I’m gonna need to get my calculator, my mental math.
Mallory Smith (40:12) I’m gonna stop. We.
Ashley Hodgkiss (40:13) Have 400 in total, 400 providers in total that we store in, let me move over here because sorry, you’re seeing the side of my head that we store in credential, my doc. So regardless if you, even if it’s like my SLP, where we’re not really doing much credentialing or a hearing aid specialist, we still put them in the system because when we run reports, we need to run reports on all providers, right?
Fatima Nunes (40:36) And so not all 400 would need caqh management. It would just be the 160, is that correct?
Ashley Hodgkiss (40:42) No caqh or… it would be audiologist. I can get you a number just for that, but it would be close to the 400 because our hearing aid specialists and our slps. Those counts are very low. Okay, we can see maybe like 353 75.
Fatima Nunes (41:04) Okay. I mean, I think the easiest way to do this and we’ll work with both of you, right? I think putting together like different options, option one is hospital applications, right? It’s top of mind that’s what you need. You need to support immediate support for that. I think option two, we’d say, hey, let’s cancel your credential my doc subscription, let’s put those providers a medallion.
Fatima Nunes (41:31) All of that data will live in the same place with hospital applications, right? That would be kind of like option two. And then option three would be let’s out on caqh management. We understand that’s a big lift for a lot of teams that we work with. It’s a lot of work, a lot of man hours for that. If that’s something you wanted to consider, we can include that as a best case. If we had everything, all the bells and whistles, we can include that as well up. Does that sound fair? Is that the way that you’d like to see it structured as well? Just kind of like cleanly break it out. So, yeah.
Ashley Hodgkiss (42:02) That would be helpful because, I do feel for the team and having to update three systems, I feel like will be a little bit difficult. So if we could explore maybe moving everything over and see what that looks like. Okay?
Fatima Nunes (42:16) Do you have any idea on how much the subscription or the partnership with credential? My doc is today?
Ashley Hodgkiss (42:23) No, I would have to check with our finance team on what the contract is. Okay?
Fatima Nunes (42:28) And I think, and I know we’re kind of running up like you want to get something in front of Sylvain and everybody next week, a part of, the homework or, the work that Mallory and I do is building out… an Roi kind of like a business value assessment because there are different like moving parts, a lot of figures, a lot of work that we’d be doing. And so what we’d love to do is show, hey, these are the benefits that you would get from partnering with medallion outside of just like cost savings. And then also on the opex side, I think if you want like a true apples to apples comparison is seeing how much are you paying for all of these services today? And then how much would you be paying if medallion were to take this off your plate and manage it? And so there are like additional scoping questions that we can send out to help guide you there or even a deck and you can help populate them. I’m just thinking about typically when we work with potential customers, they need to build it’s, not up to them, right? They need to build a fully bulletproof presentation before putting it in front of anybody. And so we want to make sure that you feel confident when you’re presenting the data, if you don’t feel confident, you’re not going to be presenting it. And so we would gather all the inputs for you, show you kind of give you that framework and then help you decide, hey, does this ultimately make sense for me to put it in front of Sylvain? If it doesn’t then you don’t do it, but at least we do all the homework for you there. So I don’t know, I’ll kind of lean on you a little bit Ashley on, I don’t want to put more work on your plate. I think in the short term, it’ll be a little bit more work in the long term. I think this is going to make both of your jobs a lot easier. So I’ll lean on you on kind of there’s two routes that we can take right now, Mallory and I can re, scope everything. I think we have enough information for caqh management. And then also for, if you were to cancel your partnership with credentialmydoc, and we could put all of that together, but we don’t have any information around Roi, what the benefit would be or like the opex savings there. Do you want us to just to help send some questions out to help us formulate the Roi and all of that? Would that be helpful?
Ashley Hodgkiss (44:38) Yeah, that would be helpful. Yeah, I’d really like to see at least like the storage… numbers. So I can like explain to them that we would have to be updating three systems. So maybe we should consider moving everything and then especially the hospital. What that’s going to look like at least if we have that I could present that part. But if we can get more together before next week, that’d be great too. Yeah.
Fatima Nunes (45:07) Absolutely. Do you have any idea on is your credentialmydoc partnership like monthly or annually or how that?
Ashley Hodgkiss (45:13) Works? It’s annually that I do know. Okay, I don’t know what the term is.
Fatima Nunes (45:18) But I.
Ashley Hodgkiss (45:20) do know we pay annually.
Fatima Nunes (45:23) Okay. That’s helpful. And then I guess just out of curiosity, right? If we took budget out of the equation, do you generally prefer to build and manage the team internally or is working with a partner for something like this kind of like what you lean towards to be completely transparent? I don’t think I’ve gotten a good read on what your preference is. Yeah.
Ashley Hodgkiss (45:48) I mean, I’ve always, we’ve always had our team internal like we moved to the offshore team and I was extremely nervous because we’ve always just kind of kept everything internal but it’s worked out really well and I think of course, it’s as we grow, it’s more scalable to have a team outsourced than internal. So, yeah, it’s new but it’s proven to work with the payer enrollment. Yeah.
Fatima Nunes (46:14) And I mean, we wouldn’t be substituting your team. Your team’s not going to be touched, right? I think the goal you nailed it. It’s scalability at the rate that you’re growing the way you’ve done it in the past, you’re just it’s you’re going to be overloaded with work. And so you just want a system in place. You want to honor your team, keep your team there. But as you continue growing, you don’t want to run into this issue where you outgrow your system or your process in nine months and you’re back here again doing this because that could be, super frustrating. And then, okay, I think we have everything. The last question I have is we talked about it briefly last week, but can you just walk us through a little bit about what the internal approval process looks like to get a vendor like medallion approved? I know it sounds like you need to have some conversations but can you just share a little bit more details there? Yeah, I.
Ashley Hodgkiss (47:04) mean, it would really be going to Kashana, who’s my VP and I always, you know, discuss things internally with her and then we’d present it to Sylvain would be the ultimate decision maker.
Fatima Nunes (47:17) Okay. That makes sense. And then in terms of legal review process, do you all do like a, do you have a legal team that reviews contracts or do you, as long as everything’s good with cost you sign off on agreements?
Ashley Hodgkiss (47:29) No, our, it does go through legal. Our compliance officer, he reviews everything. Okay?
Fatima Nunes (47:37) Okay. And I appreciate you filling in there. I think I’m trying to work backwards from like, I know this is like an urgent need, especially the hospital applications. So just trying to back into like when we start implementation, kick things off, sign off on a partnership there. Typically once we could even generate like the standard msa that we have with medallion and share that with you ahead of time, if it would be helpful for like your compliance team to start reviewing that, that’s a standard agreement. It’s a word doc, so they can review that. Do you know typically how long compliance takes to review contracts? They’re.
Ashley Hodgkiss (48:13) really quick. Maybe a week usually lasts just depending on their workload but it won’t be long, I think.
Fatima Nunes (48:20) This is the first time in my career that I’ve heard that answer, yes.
Ashley Hodgkiss (48:24) Yes, our compliance officer is great. And he’s really, usually really quick. So, yeah, I know a lot of times when we have agreements reviewed with other entities, it’s like months before we get anything back, but that’s usually not the case that.
Fatima Nunes (48:40) Is absolutely every time I ask that question, they’re like a month, they’re like, okay. Well, if you’re looking to have something implemented in two weeks, then you should send the msa now, but yeah, I.
Ashley Hodgkiss (48:50) mean, it’s fine. If you want to set it ahead of time, I can send it over to him, you know, and we can have that reviewed ahead of time, okay? Perfect?
Fatima Nunes (48:58) So let’s do this. I want to debrief with Mallory. We’re going to update the different options. I’m going to get you three different options. The same ones I outlined earlier, with option number one being what I know the immediate need is, which is hospital applications. And then the other ones would be nice to haves. And then as soon as we have that, I’ll reach out via email so that we can schedule 30 minutes and like review that in parallel. I’m gonna send over the list of like Roi questions so that we can start working on that. But I think immediately I want to get you an idea a sense of cost so that I don’t want to waste your time, right? I know in the past you valued a medallion, you said, hey cost was too high. So I want to get you don’t want to gatekeep the cost pretty much. Yeah.
Ashley Hodgkiss (49:40) Yeah. At the time, we were exploring medallion really for licensing. So the cost of putting them into a system just to renew license just didn’t make sense especially when the doctors are doing it now. So it wasn’t a cost that we were incurring as an mso. I think that’s really where how that decision was made the last time.
Fatima Nunes (50:00) Okay, perfect. So we have our marching orders. Let me debrief with Mallory today. I’ll find some time for us to prep through everything and then we will reach out via email to make sure that we’re aligned on next steps there. Okay?
Ashley Hodgkiss (50:13) That sounds good. Absolutely.
Fatima Nunes (50:15) Do you need anything else from our end that we can send before we reach out later today or tomorrow? No. Okay. All right. Perfect. Well, great. Now, I’ll give back 10 minutes. I appreciate all the time the engagement. If you need anything at all, we’re here to help, and then we’ll be in contact via email. Okay? Thank you both so much, of course, take care.
Ashley Hodgkiss (50:37) Bye.