Transcript
Sarah Melby (00:00) good morning, Dreama. Hey, good morning, look.
Naomi Denson (00:05) At you all put.
Sarah Melby (00:06) Together. Your hair looks pretty. Oh,
Sandhya Kapila (00:07) my gosh. Thank you. I’m.
Sarah Melby (00:10) going to stay off camera because I don’t.
Sandhya Kapila (00:13) that’s not true. Good morning, Nico. Good morning, Sarah. Good morning. Yeah, happy Friday. Y.
Sarah Melby (00:21) ‘all yes, very much, so.
Hilke Riechardt-Martinez (00:25) Yes.
Sandhya Kapila (00:29) How are things going with y’all, weather wise, things good.
Sarah Melby (00:34) Cold, but good. Yes, it’s sunny, but cold. Okay. All right. You know, we go from 70 degrees to 30 today. So, well, great. It’s wonderful.
Niko Byron (00:45) Where are you all located? Sarah?
Sarah Melby (00:48) Minnesota and Wisconsin. So, I’m in Wisconsin, which is about a half an hour from Minnesota, but then our agency’s in Minnesota. So, gotcha. I typically work from home, yeah.
Niko Byron (01:01) I’m in Chicago, so, that weather cycle you just described sounded all too familiar. Yes.
Sandhya Kapila (01:06) Very.
Sarah Melby (01:06) much. So… yeah, we’re like, I’m on the hudson border, so.
Niko Byron (01:14) Okay, gotcha.
Sandhya Kapila (01:17) Hello. Good morning. How are you?
Hilke Riechardt-Martinez (01:21) Good, good. How’s everyone doing on this Friday?
Sandhya Kapila (01:27) Good. Thank you. I was going to say I was like, I’m not going to say anything about our weather here in vegas, what?
Sarah Melby (01:36) Is the temperature?
Sandhya Kapila (01:38) It’s, I’m still in celsius, so, I will convert, give me one second. Give me one second.
Hilke Riechardt-Martinez (01:46) We are about minus two celsius here. Oh, my.
Sandhya Kapila (01:49) Goodness. Okay. Right now, it’s 21 degrees celsius here, which is 70, oh, nice. Yeah.
Sarah Melby (01:55) But it’s only.
Sandhya Kapila (01:56) going to get hotter, but it’s fine. I’m not going to complain.
Niko Byron (02:04) Okay. I’m.
Sandhya Kapila (02:05) going to start sharing my screen?
Sandhya Kapila (02:15) Can you guys see it? Yep, again? Perfect. Okay. But I’ll go with this from the top. Okay. So, on the first part here, sso, that’s been complete, I know, Nico and Justin were working on this, Justin, do you have any questions for Nico?
Hilke Riechardt-Martinez (02:33) Nope, everything seems to be working.
Sarah Melby (02:34) Great.
Hilke Riechardt-Martinez (02:37) Perfect. Cool.
Sandhya Kapila (02:40) Nico, any follow ups that you need from Justin at all? Okay?
Niko Byron (02:43) No, we should be good. I mean, if anything comes up, obviously, don’t hesitate to reach out, but, should be configured, and the invite links that get sent should go through the, the correct, login method as well. So, no need to worry about anything there. Great.
Sandhya Kapila (03:02) Awesome. And then we can have, you guys had a chance. I know we only met on Monday, so, it’s it wasn’t too far away. Did you guys have a chance to think through the invites? The custom provider invites that you, if there was any customizations that you’d like made to it?
Hilke Riechardt-Martinez (03:21) Yeah, we, Sarah and I looked, I think we like invite number two, but we haven’t done the customization yet. However, we did send out a generic provider announcement. I believe I forwarded that to you, because they might get emails about caqh so they wouldn’t be blindsided if all of a sudden, they get an email about that. So, that’s been announced, it’s on sharepoint. And the, we figured the customized provider invite would go out once we know that they’re going to get the account information sent to them, so that it’s timely and not too early where people forget about it or wonder where the invite is to create their account. And that’s still a couple of weeks out. So, we want to time it closer together if possible.
Sandhya Kapila (04:27) That’s perfect. Yep.
Hilke Riechardt-Martinez (04:28) That.
Sandhya Kapila (04:28) sounds great. And thank you for sending that out, or that notification out, cause I did run the, caqh bulk import last night, I checked in on it. Just now of the 105 that you all have, there are 96 of those were completed successfully. Two are still in progress and five failed. So what that means right now, and I’ll send you the list of the folks that failed, but they may have their npi or social security number, that we have doesn’t match with what they have in, caqh. So, I will share with you who those folks are, thank.
Sarah Melby (05:08) You of.
Sandhya Kapila (05:09) Course. But,
Hilke Riechardt-Martinez (05:11) that’s I mean, that seems pretty good. Yeah. Five out of 100 some yep. Okay.
Sandhya Kapila (05:23) Yep. Yeah. And so, hopefully, in the next couple of hours, if not sooner, those two should be completed too, and hopefully they’ll be part of the complete.
Sarah Melby (05:33) Section, but,
Sandhya Kapila (05:35) I will follow up today on that.
Sandhya Kapila (05:40) Sarah on the provider enrollments and group enrollments tab. I just wanted to see how that was going and if you had any questions.
Sarah Melby (05:48) No questions. Let me go, look at them. Okay. The provider enrollments I think were good to go. I have most of the rebails in that I could get. Okay, but otherwise, yeah, I think right now that one’s good. As far as group enrollments, we’ve don’t really do any group enrollments. So, I don’t know.
Sandhya Kapila (06:17) Okay. And then actually, I’m going to lean in to Naomi here for the group enrollments. It would be per payer, right? So, for all the payers that you’re all enrolled with, we would need those listed.
Sarah Melby (06:31) Just, okay. So list all the payers again. Yeah. Okay.
Naomi Denson (06:35) Yeah. So it’s all of the payers that you have active group contracts with. Okay? So it’s by payer state. So it’s payer per state per practice location linked to that enrollment that’s confirmed with the group or tied to the group.
Sarah Melby (06:58) Okay. So I would do blue cross for all of our sites, just repeat it over and over with the address. Yes. Okay.
Naomi Denson (07:09) If you’re confident and sure that it’s all the same effective dates, plans of business, you could do that. Yes. Okay.
Sarah Melby (07:19) Yeah. Most of our contracts are pretty generic. When they renew them. It’s just all of our sites and all the same date. So.
Naomi Denson (07:30) If it’s are the associations done in medallion already, which practices fall under the group? And, or is there just one group one practice?
Sandhya Kapila (07:40) The associations are all done, we have the Nico.
Naomi Denson (07:44) If they add one line per practice location, can we map in all of the associated practices to the template for all the practices?
Niko Byron (07:54) We, if all the practices are in medallion platform associated to the group. Sorry, let me look at this again. Yes.
Sarah Melby (08:03) Better practice groups.
Niko Byron (08:05) So, we would want every practice that’s in. I guess, how do we want to do this mapping? Just out of curiosity, just want to make sure we have the data in a way that can be mapped?
Naomi Denson (08:16) In canvas. So let’s see. I was looking at what’s in medallion?
Naomi Denson (08:28) So, they have one group and nine practices, they’re all associated to the one group. So, if you list, if they listed on their group, existing enrollments each payor and state combination once with one practice location or no practice locations, we can map in all of the associated practices to the template. So they don’t have to add nine… lines per payor. Yeah.
Niko Byron (08:54) So it’s just always going to be the nine, like we always want all nine. Basically, yeah, that’s.
Naomi Denson (08:58) what we need to confirm is if it’s absolutely 100 percent, all nine practices are confirmed and should be attached to the existing enrollments. And if that’s the case, then we could map it in for you. If it’s going to be nuanced, and one, two here, three or four here, then we would have to have you manually do it.
Sarah Melby (09:16) OK. That makes sense. But I think… all the payers will be linked to all of them. I don’t I’m looking to see if there will be any exceptions and there should not be. So.
Sarah Melby (09:33) I will fill that out then. So just do one line for each payer and say that… it’s for all locations. Is that what you’re wanting? Yeah. OK, perfect.
Naomi Denson (09:52) I was just trying to save you a little bit of manual labor. Thank.
Sarah Melby (09:57) You. I appreciate that.
Naomi Denson (10:01) Well, thanks, Naomi. Thanks, Nico. And.
Sandhya Kapila (10:07) I think that is all I have Dreama. Do you have anything additional that you need in terms of the payer enrollment? Nope.
Dreama Hembree (10:15) We’ll just review.
Naomi Denson (10:17) That.
Dreama Hembree (10:17) Caroline roster once we get it. But other than that, we’re good. OK.
Naomi Denson (10:24) Perfect. I am.
Sarah Melby (10:26) Going through the practices and just updating everything that medallion has asked us to update. And I do have some questions regarding that. Like in each practice location, you have the operational information. Do we need that in there for each location? We usually just leave it pretty generic and leave it wide open. Like don’t necessarily put the ages of the patients, the hours of operations because they can change. I didn’t know if you needed that filled out for each location?
Sandhya Kapila (11:07) I believe that is optional.
Naomi Denson (11:09) So, it is a requirement towards the percentage completion. Are we, is it just?
Sandhya Kapila (11:19) Actually, Sarah, can you share your screen? Please? Yep.
Sarah Melby (11:23) Maybe if I can figure out how to do it on. So.
Naomi Denson (11:27) Are we just doing enrollments for individual providers and not new group enrollments? Or will we be doing new group enrollments as well?
Sarah Melby (11:35) No, not new group enrollments. We don’t really do any of any group enrollments. It’s all per provider… and I have no idea how to share my screen.
Naomi Denson (11:47) On the bottom.
Sandhya Kapila (11:49) On the bottom, there’s a little square with an arrow pointing up it.
Naomi Denson (11:54) Says share. I’m.
Sarah Melby (11:57) not seeing that at all on my screen, which is bizarre. Well.
Naomi Denson (12:01) Let me share something on my screen that might help that Sandhya, you can share over to them. Since we’re only doing individual provider enrollment requests in the group profiles and the practice profiles. We have this checklist from our intake team that shows these are the requirements that the intake team is looking for to be complete in the group profile and the practice profile. If it’s an individual provider request. Does that make sense?
Sarah Melby (12:33) So that list is what we need. Okay? The line of business. Yep. So we won’t need all the operational information, just like the brick corner. And yep, I know that we filled that out. Okay?
Naomi Denson (12:49) Yeah. So it does say that they are going to look for hours of operation to be completed. Okay. So this is the group profile up here, and it sounds like what you’re asking about is the hours of operation and ages of patient seen that’s in the practice profile? Yep. So these are the items in the practice profile that are absolutely required and going to be looked for by our intake team in order to push requests forward for providers. Okay?
Sarah Melby (13:19) So, hilke, I’ll work with you on that since we are crisis services. Yeah, some of our, they’re 24 hours actually in most locations, I would believe. But, yeah. And then ess too, right?
Sarah Melby (13:44) And the other question was what do… you do with the practice email that is listed in there in the practice profiles? Just because I want to know what email I should be using? I don’t want it being inundated that.
Naomi Denson (14:02) Is a very popular question this week. So typically that is used like for directory listings and then payer communications. So I’ve seen customers they use like if they have a credentialing at inbox or an info at inbox, that they would prefer all of that to go to. That’s what that practice email would be used for?
Sarah Melby (14:27) Okay. So, because it is published in the directory, I’m wondering if we would just put our intake email address in there then, Since it’s for clients to inquire.
Naomi Denson (14:40) Yeah. Okay.
Naomi Denson (14:45) Then,
Sarah Melby (14:49) group officials, you are asking for group officials under the group practice. What is that utilized for? So.
Naomi Denson (14:57) Group officials, that is where you would place names for anybody on your end, that it should be designated as a contract signatory. If we have to have any agreements updated or signed, authorized officials for medicare or medicaid that we should be choosing. And then any ownership managing employees, things like that. The primary one that they’re going to be looking for is authorized official and contract signatory. And then ownership would come into play. If we were doing any group enrollments or demographic updates, revalidations, they would look for that. The only things in that section that you need to provide are first name, last name, title, official type and their email address. Okay?
Sarah Melby (15:44) Because I did see, it looked like social security number was required as well. I.
Naomi Denson (15:50) Looked at it this morning with another customer and looks like the requirements been removed if it’s not, and it is blocking, you just put in a bunch of zeros if you don’t want to put it in there. And then if we absolutely need it at some point, we’ll ask for it.
Sarah Melby (16:05) Okay. I just know that I typically they want like our list of board of directors since they’re managing and whatnot, but I would not have to use those. I can only put in Kuhn, hilka, if I want, since they are the contract signers and the medicare.
Naomi Denson (16:23) Okay. Yeah.
Naomi Denson (16:30) I think the… other.
Sarah Melby (16:33) Thing is you want a license for each of our practice locations, for many of our practice locations, we only hold one license and it’s under oakdale, but it is for all of our sites for mental health. And then our Su sites are mental health and Su, and we do have an Su license for each individual site but not for the mental health side of it. Do you just want me uploading the oakdale license under each practice location?
Naomi Denson (17:12) So oakdale applies to all of them. And then some of them have individual additional.
Sarah Melby (17:17) Su as well. So what?
Naomi Denson (17:20) I’ve had other customers do in the past is, and it might be a little tedious is combine the two that apply to that practice location in one PDF and upload it. Okay? If there are multiple. Yeah. And then the oakdale ones where just that one applies. And then the others that have additional, just create a PDF that includes both. So you can do a one time upload.
Sarah Melby (17:44) I can do that. That was the last questions about that. I know hilke and I were talking about training and what training looks like. I know you said there will be a couple of one hour sessions with us directly like probably myself and Wendy and Anne who is helping with credentialing. Currently… what do we do for additional provider training? How does that look for you guys?
Naomi Denson (18:19) So provider training typically falls to you. So what I’ve had other customers do and what I often recommend is picking a few providers that you have good relationships with and say, hey, can I use you as a Guinea pig? Start with them? Send them the invite, see what questions you get back from them, so that your team is aware and understands how to respond to what you might see from your providers. They have full access to our support center. So if they have product questions that get stuck, they have access to our support team and help center articles that have walkthroughs and tutorials that can help guide them in the provider packet that Sandhya shared at the beginning of implementation. There’s also links in there with tutorials and walkthroughs and things like that. But from the moment they log in, it’s going to be pretty guided in the beginning. How do you want to complete your profile? How do you do this? And then they’re essentially just looking to make sure that they have all of the green check marks and all of their information is correct and their agreements are signed. Okay… it is pretty user friendly, but I know how providers can be and they mostly just don’t want to do it or don’t want to learn how to do it. So they’re going to probably ask a lot of questions that if they took 30 more seconds to look at it, they could have figured out because it is very user friendly, but make sure that they’re aware of the support center. And then I would recommend, you know, a Guinea pig group to kick off with before inviting the whole lot and being bombarded with hundreds of questions. Okay?
Sarah Melby (19:58) So that is an option for us just to send out a few provider invites, yes?
Naomi Denson (20:03) Absolutely. Just let us know who you want. And in the training, Sandhya will also be showing you how to send the invites. So if you want to initiate those like one or two, when you know who they’re going to be on your own, you can do that. And then when you’re ready for the whole larger group, we can do a bulk invite to the rest.
Sarah Melby (20:22) Okay. That’s good to know. Thank you.
Naomi Denson (20:24) Absolutely.
Naomi Denson (20:30) That’s it.
Sarah Melby (20:31) For me, that sounds great.
Sandhya Kapila (20:34) And then speaking of the training, we can actually get that scheduled for next week if you’d like during this session.
Naomi Denson (20:41) And I can.
Sandhya Kapila (20:42) If you guys are up to it, I can probably extend the session out to an hour as well if.
Sarah Melby (20:50) I’m actually off next Friday then?
Naomi Denson (20:52) We can change.
Sarah Melby (20:53) It, we can switch it to another day.
Sandhya Kapila (20:56) Yes, we can absolutely switch it to another day, do.
Sarah Melby (20:59) You want to attend? I know you’re off all week next week?
Hilke Riechardt-Martinez (21:02) Yeah, I’m off all next week. Do we?
Sandhya Kapila (21:06) Want to do it for the following Monday? If you’re back?
Hilke Riechardt-Martinez (21:10) The following Monday?
Naomi Denson (21:15) We.
Hilke Riechardt-Martinez (21:15) have our internal medallion project team meeting at 10 o’clock Central Time? Maybe we could repurpose some of that time for training, it’s one hour. Otherwise, we, I have time in the afternoon.
Sandhya Kapila (21:40) Yeah, whatever works for you. We can do a Monday on the sixth, correct? Yeah.
Sarah Melby (21:44) Correct. Yeah. How?
Hilke Riechardt-Martinez (21:45) About one o’clock does that work for Sarah and Justin?
Naomi Denson (21:54) Yep. Perfect. Okay. So.
Sandhya Kapila (21:56) I will move.
Naomi Denson (21:59) The training.
Sandhya Kapila (22:00) That’s scheduled currently on the third to one central and extend it an hour.
Naomi Denson (22:13) Perfect.
Sandhya Kapila (22:13) Thank you guys so much. No.
Sarah Melby (22:15) Thank you. All right. Well.
Sandhya Kapila (22:17) If there’s nothing else, I will send out a follow up email. I’ll let you guys know how the caqh import is going and we can, yeah, and then have a wonderful weekend. Thank you. Have a great week. Take.
Hilke Riechardt-Martinez (22:31) Care. Y’all, thank you.
Naomi Denson (22:32) Bye.