Transcript

Jim Espinoza (00:00) hey, Jim. Hello?

Leah Frantz (00:05) How’s it going?

Jim Espinoza (00:07) Happy it’s Friday.

Leah Frantz (00:10) Right.

Leah Frantz (00:18) Are we good.

James Donachie (00:20) To let them in?

Jim Espinoza (00:22) Yeah, I think so.

James Donachie (00:24) Okay. Looks like we can.

Leah Frantz (01:07) Good morning.

James Donachie (01:09) Hey, good morning.

Rebecca Dawson (01:12) Leah and Dawn are on their way. They’re going to be a few minutes late.

James Donachie (01:15) Okay.

James Donachie (01:20) We have a lot of people on this. I’m afraid.

Rebecca Dawson (01:26) Yeah, Monica and Dan, I think we told them for right now. They don’t need to join, got it because we’re not like into anything that they need to help with yet.

James Donachie (01:38) Here’s, Leah?

James Donachie (01:49) Good morning. Hey, how are you?

Leah Frantz (01:52) Good. How are you?

Leah Frantz (02:00) All right. Dawn should be jumping on in a minute.

James Donachie (02:57) Well, we’ll give Dawn another minute or so. I don’t think we have too much on the medallion side to cover… today. So, still plenty of time?

Leah Frantz (03:14) Yeah, I was just hoping that we could show you and Jim our data that we’ve pulled into that medallion upload template. And then, you know, kind of see if you had any edits before we sent it over just to minimize the back and forth.

James Donachie (03:30) That sounds like a great idea. Great. Thank you… Jim. Are you ready to look at some data on this Friday? That’s what you do all day?

Leah Frantz (03:49) We can get started if that’s easiest, Dawn has seen the data. So I can, yeah.

James Donachie (03:55) Why don’t we, yeah, why don’t we start? We’ll start there…

Leah Frantz (04:16) All right. Let me know if you guys can see this screen.

James Donachie (04:20) I can see it. All right? So.

Leah Frantz (04:23) The first tab that we have been working on is our providers tab. So this is anyone new to our organization since the last upload, which was, I believe end of September. And so this just goes through. I’ve noted whose patties, behavioral health providers are they have in the attribute column as well as I had highlighted them a different color. So we have all of that information going down through here. I guess the question for you all is when, like how far down the line can we send these providers? For example, we have some of our six one and seven one starts on here. Can we have the people on here that have not started yet? Or is that something that we have to have a cutoff as of maybe four one four?

Jim Espinoza (05:14) I think a big important one is the start date. We do need a start date there. If you have one that’s in the future, I think that should be fine. Okay? And we can get them imported. It’s just, they will essentially start taking up seats and be active in the platform. Okay? It’s not like something you can change… I guess. Okay. But yes. So as long as.

Leah Frantz (05:36) they have a start date, it’s okay. Yeah. Okay. All right. Great. Thank you. I think we put a hard stop after seven ones. So that’s just what’s going to come through on here. So that’s this tab really nothing like super out there on this. One next thing we did was practices. So I know this had been something that we talked about a lot as a group. So Janine before she left provided a list of all the practices that medallion had in their platform. So what I did is I went through our active list of locations and I just spot checked, not spot checked. I checked every single one to make sure they were accurate and correct. So green is just meaning that they is the exact same that you have. There are a few that are not active anymore. So I did just put that in the attribute column. I don’t know if you’d prefer to have it that way or do you just want them left off the roster if they’re no longer active?

Jim Espinoza (06:38) Preferably on as not active considering you said these already exist in the platform, correct?

Leah Frantz (06:43) Yes. Okay. And then there were a bunch that are… appeared on here twice. So I’m not sure for these. They’re only not highlighted as the duplicate location. So the location is highlighted once in green. And then any duplicates I’ve noted alongside here just to have those two consolidated in the platform. Is that something that you would prefer to have seen? Or do you want duplicates just deleted out?

Jim Espinoza (07:15) Also seen because we would need to like update them within the platform.

Leah Frantz (07:20) Perfect. All right. So that looks good for there. And then down at the bottom is where we get into the new locations. And so I have put all of our new medical locations in yellow down here and noted that they’re a new location. And then it goes all the way down. I put all their information, the phone fax, the office hours, age range, as well as for all of our active locations up here as well. I added all that information. And then at the bottom are Patty’s behavioral health location. So I’ve also noted it over here, new location, but behavioral health. And so they’re all down here. Patty did the exact same thing. Put all the information that we have on them as well. Any edits that you’re seeing with the locations tab?

Jim Espinoza (08:12) Yeah. Can you scroll back to the left column B with the names? Sure.

Patricia C McGonigle (08:19) And for those purple, the behavioral health ones, you are going to see identical locations for a number of them because integrated behavioral health basically is embedded within the regular practices. So like, you know, we still want them in there because they are active locations, but they’re going to be, you know, in the system twice just in case that kicks back for you saying like a duplicate, you know, for example, like one 35 south bremer avenue. That suite is also, you know, a suite for like a primary care or a family med, but it’s also integrated behavioral health. Yeah, exactly.

Jim Espinoza (08:56) Yeah. So we actually wouldn’t take back duplicates and that’s kind of a double edged sword because now, in platform, for example, these all having the same name would be hard to filter in platform for you. And then you’re also saying that address is on another practice. So even filtering by address would get you multiple hits. Just want to like that’s not an issue with data. We can definitely put it in that way. Just want to make sure that that’s understood before we put it in that way. Yep.

Leah Frantz (09:29) Okay. So no, nothing, you see that we need to have changed on here before we send it over?

Jim Espinoza (09:36) I don’t see anything changed, but I will let you guys know once I get an actual look at the data, but yeah, everything looks good so far.

Loretta Haythorn (09:43) All right, let.

Patricia C McGonigle (09:45) Me ask you this, would you suggest then for any location that has the same practice name to put like an identifier for example, like, you know, BM for bremont hospital, or I don’t know if you have done that Leah for yours for the non behavioral health, would that be beneficial for you as well as you think maybe for us, that would have a specific identifier? Yeah, because I could do that for those. Yeah.

Jim Espinoza (10:09) It really depends on how you want to view them in platform, if you’re fine with them having the same name and they like should have the same name. That’s totally fine. I do like to recommend that you guys have something unique you can search off of, but it’s not a requirement.

Patricia C McGonigle (10:23) Okay. Let me take a look at it and see if I can quickly upload some identifiers for them. Just if it might be easier. Then when pulling the data that, you know, if you’re looking at a specific address, you’re going to be pulling it up like you said multiple times just for the naming convention or the address as a duplicate. Okay?

Leah Frantz (10:43) All right. And then the next tab we worked on is the provider practice groups. So this is showing every location, every service location that each provider goes to. I guess that’s pretty self explanatory. So, I did notice on this tab that there’s no field for provider name. I’m assuming you’re just pulling it in by the npi identifier. So we made sure that’s filled in. Yeah.

Jim Espinoza (11:07) Thank you. The email is like an easier one to not have like duplicates because like the numbers could get duplicated or like messed up a lot easier. But if you’re confident with npi, we can definitely match off of npi. Okay. Thank.

Leah Frantz (11:20) You. And then we just, you know, filled it in down through here. And then for this is our billing address. Do you need this filled in for this tab?

Jim Espinoza (11:33) I think there’s only one group in mainline currently, correct?

Leah Frantz (11:37) Yes, mainline healthcare is like the overarching yep.

Jim Espinoza (11:41) Yeah. I think the group should be fine with this. Usually the tin is what I like to use. It’s the most identifying one awesome.

Leah Frantz (11:50) Okay.

Jim Espinoza (11:51) Yeah. I do want to confirm that the practice data that’s in practices here aligns with what’s in the practices tab.

Leah Frantz (11:58) Yes. Okay. Yeah, all of these, I mean, it’s inclusive of all of these locations, but it will also include every provider that’s at these new ones which I know is what Janine mentioned your team will need because they need to know who to put at these new addresses, right? So they are reflected on here. And then the final tab which Loretta… filled out for us is this group enrollments tab. And so I just copied this exactly from what she sent the group earlier into this spreadsheet so that it’s all in one. And yeah, she filled in the payr and then I believe down here, it has all of the products, the lines of business. And so these would be the four tabs that we would be sharing with your team.

Jim Espinoza (12:48) Okay. I do have some call outs here and I know that you guys had mentioned that it’s yeah… it was data that you guys might not have, but it is data that we need to populate. So I just want to confirm on what we should be populating there. Par status is a big one. What should we import these as in regards to par status?

Leah Frantz (13:11) So I can let Loretta speak to that, but I believe that if they have a true in any of these columns, it would be par. Loretta, is that correct? Yeah.

Loretta Haythorn (13:20) That’s correct? So the trues indicate the pars, I did not fill out all the falses. So the only false I put in there was the sigma medicare because we’re out of network, but we were previously in network, so that one might be a little confusing. But the rest of them, if it doesn’t say true, then we’re out of network. Okay?

Jim Espinoza (13:45) Let me make note of that. Thank you. And.

Loretta Haythorn (13:48) I do have one update that will be coming which is oscr will become true soon. So, but that’s not the case today, but it will be the case in the near future. So I guess I’ll just notify our folks of that change… yeah.

Jim Espinoza (14:05) And I do think that’s a change you can make in platform. That might be something to bring up during training, James on how to handle that.

Loretta Haythorn (14:16) I’m not part of the training. So I’m going to rely on Don and Leah to be… able to update that once I notify them of the par status.

Jim Espinoza (14:26) Yeah. If you scroll to the left, the couple of the fields are the revalidation and effective date. We can put na here if that is something that we want to populate as I know that last time we talked about it, you guys had effective dates and revalidation dates at the provider level, but this is a group enrollment, so we could put na, but you would lose having that date to know when it needs to be revalidated, if that’s fine with the process that you guys have in place. Currently, we can import with an na, I.

Loretta Haythorn (15:04) Think we credential at the provider level, not the group level, right? Yeah. So it would be at the provider level that you would have that kind of re evaluation date in there.

Jim Espinoza (15:14) Okay. Yeah, that’s sort of fine. We can use na in those fields. And I believe state is just the one state I’m blanking on which one it is. But yeah. Okay. All right.

Dawn Urbani (15:31) Jim, I just received and I’m sure the rest of the team received, we received calendar invites for our weekly meetings, which James, I think already did. So now it looks like we have two invites for our weekly meetings on our calendars?

Jim Espinoza (15:48) You received an invite from me?

Dawn Urbani (15:51) I think it’s from you. Let’s say, oh… Jim, did everybody else receive it too, Amy, Franny, on behalf of Amy? Yes. Yeah.

James Donachie (16:07) On behalf of Amy, I.

Loretta Haythorn (16:09) Think that might have been a cancellation of the ones sent from Amy. So when I signed on to this meeting, I just picked the one from James, but I had another one from Amy.

James Donachie (16:22) Yeah, I think I… can find out about this, use this one that’s why I put like new, the new link. I think what happened is… Janine was supposed to delete her like her meetings before she departed. And I’m going to guess that like the way our it team functions is it goes to her manager, which was Amy and she’s probably deleting her, like having to clean up, her meetings for the ones that didn’t get canceled. So I’ll keep this one as like I’ll keep the name like new link until for at least another week until we determine like that other one’s getting off… because.

Dawn Urbani (17:17) Yeah. I mean, the one that when, I did click accept because I just wanted to see what happened and it doesn’t look like a canceled meeting. It looks like an actual meeting, so.

James Donachie (17:27) Okay. Well, maybe she was trying to cancel, okay? But the nightmares of just getting a Google calendar figured out. I, yeah, we were supposed to be able to transfer meetings and sometimes when you transfer them, it doesn’t allow you to add a zoom and then you have the other person as the host and then, you get locked out of it. Yeah.

Loretta Haythorn (17:51) I thought maybe it was a cancellation because where I had two meetings, I now have one.

Dawn Urbani (17:57) Oh, that’s funny. Yeah, I have two now, you?

Loretta Haythorn (18:01) Have two now and only had one before. So maybe she’s doing the opposite of what it meant to.

Dawn Urbani (18:05) Do, yeah.

James Donachie (18:07) Well, okay. I can just, I’ll send Amy, a message, but, yeah, any meeting that’s or any other meeting, it should be deleted.

James Donachie (18:20) I don’t like how it updates you for like every single thing. Like if you change, you add a person or anything like that. But I’ll let her know, that one could be deleted because we have this one. Okay?

Dawn Urbani (18:38) Is Molly still on the call or did she have to jump? I,

James Donachie (18:41) think she had, to jump, but I think she was going to try to, get with you. Okay?

Dawn Urbani (18:49) Yeah, I’m not, I’m just, I James, I think I brought it up to you. I mean, we’re getting a pass through fee and we didn’t even trigger credentialing yet. So that’s a little odd. And the other thing is that it’s verifying licenses for Utah where we really would only need to verify licenses for pa, Delaware and New Jersey, mostly pa, but, you know, if a provider has New Jersey or Delaware, we would verify those, but I don’t know why we’re verifying Utah. I don’t want us to get any unnecessary fees.

James Donachie (19:24) Yeah, that makes sense. I didn’t have a chance to talk with Molly before this meeting, because I’ve just been, but, I know she’s going to figure it out. I think she just wanted to… touch base. So, I, I’ll let her know… and figure out what’s going on there. I’m okay. It makes sense. I mean, it makes sense to me, I just don’t know the inner workings of the, why, yeah, it’s.

Dawn Urbani (19:55) just like one provider and the state of Utah makes, you know, we’re not even close to Utah in any way possible.

James Donachie (20:03) No… that makes complete sense. And then just going back to, the data, Patty, I do think I was thinking about it and I was thinking about some of my other clients. The unique identifier in the name is pretty helpful for like searching in the platform because, it does get quite cumbersome and like annoying, to filter down. So if you are able to do that, I think that makes sense.

Dawn Urbani (20:31) Okay. Yep. Noted. I’ll do that, for, I think there’s… and.

James Donachie (20:37) then I guess, Leah, I don’t know if you have that for any of yours as well, like HMS or?

Leah Frantz (20:41) We have most of them identified. Yes, they do have the unique identifier. So, Patty, if you do that, I will review, I don’t think we had minimal changes on the tabs which is good.

Leah Frantz (20:51) So I’ll just review them and then Patty, if you send that over, I think we could send out a finalized upload on Monday morning.

James Donachie (20:59) Monday, sometime. Okay? That sounds great. Great.

Leah Frantz (21:05) Awesome.

James Donachie (21:06) And then Jim and I will review it. It will really be Jim, but I like to say that I help… Jim and I are doing lots of data imports. So this… will be, I still can’t believe you guys have done so much work in the past month, March, you guys, you went from being at the same amount of data to getting that whole second half of getting it organized in four weeks. It’s been really impressive. Thank you. The team has worked, really hard. Yeah, this is, I mean it’s looking really. I mean, the changes and updates are really minimal like what Patty’s going to do. I think it’s just going to help you guys in the long run to search on the platform. So it’s less frustrating. Yeah. But everything else? I mean, even calling out the duplicates and stuff like that, I think it’s just the cleaner the data is when we start. Hopefully, you know, we don’t let our, I like to say don’t let the junk drawer get too messy, right? So we’re starting in a very organized spot, which will be good to kind of help navigate the platform. Yep. Awesome. Great.

Leah Frantz (22:22) Sounds good all.

James Donachie (22:23) Right. Well, I’ll give everyone five minutes back if they’re you know, you guys can convene about the data and we’ll look for that email on Monday, and then Jim and I will review it, hopefully, get it imported and we’ll be off. And then Dawn, I’ll let Molly know that she… can set up some like separate time with you maybe to just okay five minute, five or 10 minute phone call, okay?

Leah Frantz (22:51) Thank you. Thanks, everyone. Have a good weekend. Have a good weekend. Bye bye.