Transcript

Lyndsey Farmer (00:00) hi, Julia. How are you?

Julia Shannon (00:01) Hello. Good. How are you?

Lyndsey Farmer (00:03) I am. Well… all right. Is Heidi joining today?

Julia Shannon (00:09) I think so, but she might be like a minute late, so we can just go ahead, sure that’s fine.

Lyndsey Farmer (00:15) All right. So I see you put some things on the agenda. Thank you so much for doing that. Yes. All right. So as far as the spring health required rosters, I started to dig into that a little bit but wanted to get a little bit more information from you as far as exactly what you’re looking for in this question?

Julia Shannon (00:35) Yes. So they, I don’t really personally understand our relationship with spring health or why now then we allegedly have some kind of delegation with them, sure. But basically, they have a contract with highmark. So because they have a contract with highmark, now, any providers that they’re referring to, which would be us. Now they have their credential or have a delegated agreement with. Okay. So apparently, now we have to send them a monthly roster, which is not helpful because we don’t have time for that. Sure. So they want this termination roster within 10 days of a provider leaving. Okay? So we have to send, you know, the roster as providers leave. So I don’t know if that’s going to be something that we can generate through medallion. I have the templates. They sent them to me so I can send them over. Usually, it’s Adelie, I believe looks over them and tries to see where we can pull information. It’s not that it’s hard, the rosters aren’t like crazy, but they are time like it’s just another thing, you know. So the other roster is the credentialing roster that will be monthly for any initial or recred. Okay? So that one, I know for sure should be able to be pulled because it would just go off of the committee. And then we’ll just remove anybody that we don’t necessarily have to report out. Well, there was one Heidi that we were just talking about. Oh, Chad, so he’d be one that we wouldn’t report to them, but that’s pretty much it because he’s an lmft or I’m sorry, he’s going to be an lcswa, so we’ll credential him, but we’re not, he’s not, you know, fully responsible for seeing members. So.

Lyndsey Farmer (02:35) Okay. So for the first piece of this roster, if you want to send that to myself and Adelie, and we’ll see if I think she would be the one to ask directly. Okay? Yeah.

Julia Shannon (02:51) And if the termination one isn’t something that y’all can do. That one’s fairly straightforward. I just have to remember to add it to the off boarding. So I’ll add it to our off boarding tracker, Heidi, if we can’t do it through medallion. And,

Lyndsey Farmer (03:06) I’m not 100 percent sure if we can, because we don’t do terminations.

Julia Shannon (03:12) Right.

Lyndsey Farmer (03:12) So that, that’s where I’m just, that might be a straight question for Adelie because I, I’m not sure if we can even do that. Yeah, being that we, yeah.

Julia Shannon (03:24) That’s honestly kind of what I was thinking because I’m not like I’m just deactivating them in medallion, right? I’m not doing anything else. So it’s not anywhere that I could really pull, but the other one shouldn’t be.

Lyndsey Farmer (03:35) Yeah, that should be fine. Okay.

Julia Shannon (03:40) Then I’ll send those both to you guys.

Lyndsey Farmer (03:43) Okay. And then you had a question on the, cpa, CPR certification? Oh, yes.

Julia Shannon (03:55) Really, really quickly. Going back to the like reporting it’s fine. I was just going to ask since we are recredentialing Diane Garcia. There’s not like anywhere for me to put a new date in it’s. Just going to override everything. Well, not even so I don’t want to override her initial date, which was like August 20 fifth, 20 25, I think, and we’re recredentialing her. I know she’s ready. So we have to do the vote on committees which we’re gonna have to make another committee change based off of the last meeting because we’re just gonna do our like internal email type meeting. And then Heidi and I are gonna be the people to check off because we’re having too many problems. So I’m gonna, I’ll put in the ticket for the committee to be updated to just Heidi and myself through medallion. And then internally, we’ll have an actual committee. Okay. But for Diane Garcia, her start date is going to be, I think they said four sixth, okay. But there’s nowhere in medallion for me to make note of that restart date.

Lyndsey Farmer (05:10) Okay. Is,

Julia Shannon (05:12) there, like maybe like even like a note section somewhere I can because, I mean, obviously, I’m gonna remember it, but I would like it to live somewhere else sure. And I know it’s kind of like a weird, it doesn’t happen too often. So, it’s not like, I don’t fully expect you guys to have a field like that, but I know like with healthstream products, there used to be a spot where you can put like… a note about the start date or something like that, let.

Lyndsey Farmer (05:43) Me see, I’m looking here now to see if I can find anything… okay?

Julia Shannon (05:53) Because I know her new recred date will show up, which is, I guess, right? Kind of good enough. But the date she actually is going to start singing members is for six. So I don’t want to like lose that date, right?

Lyndsey Farmer (06:06) Right.

Heidi Patschke (06:13) Let me,

Lyndsey Farmer (06:14) take this one back and see if any of my counterparts know of anything. I’m not seeing anything right off the bat, but that doesn’t mean it’s not in here somewhere. I just don’t want to spend a lot of time searching for this on the call. So I will take it back. I’ll look and see, and if we do then I will just send it out to you.

Julia Shannon (06:35) Okay. And I’m adding it here so that… sorry, I just thought of it when we were talking about the other. I was like, this is a good time to mention it.

Lyndsey Farmer (06:47) Yeah, yeah, absolutely. So I will follow up with you on that.

Julia Shannon (06:52) Okay. Thank you. Yep.

Lyndsey Farmer (06:55) The CPR… certification. So I gave you kind of the pathway there that you can manage that. So, once you get them added, then you can view that along with the other expirable documents from the overview tab and expired tab.

Heidi Patschke (07:14) Okay. For context, we’re so it was something that previously we had owned on the CE team and then just stopped doing it because we don’t need it for anything. And no one else picked it up. And then we had a oops. Sorry. We had an audit come up and they were looking for them. And so now we’re trying to solve for them and trying to find an automated way to do it that like doesn’t require anyone to manage it. And so, in HR, our person, our HR person is exploring what opportunity we have in rippling to make it super automated. So… we’ll use medallion, as a backup. If we don’t okay, we really just want to sort of make it like the other thing is creating like an assignment of it, right? So like assigning CPR certification to all of the providers, having them upload it, and then we could easily report on anyone who didn’t have it uploaded. So, I think we can, we’ll be able to do that in rippling.

Lyndsey Farmer (08:20) Okay. But I’ll.

Heidi Patschke (08:22) let you know if there’s nothing there.

Julia Shannon (08:24) Okay.

Lyndsey Farmer (08:25) Perfect. Well, if you want to use this pathway, go for it. Perfect. All right, turnaround times for intake and the pickup time for requests. So usually… they like to, they ask for seven days. It doesn’t normally take seven days. It’s usually between two and three days and then expedited requests are usually within the 24 to 48 hour timeframe.

Heidi Patschke (08:59) Okay, perfect. Because we’re just for context, working with our coo and just putting together like a workflow grid. So like internal turnaround times, medallion turnaround times so that we can project sort of like what our turnaround times are. So like, we know we need somebody in September. We probably need to start this process in may sure so that they’re like ready to go. Yep. So really just trying to sort of like get everything lined out so we can project better.

Lyndsey Farmer (09:29) Okay. Yeah. I think I saw your email yesterday. Yeah, yeah. Awesome. So, cool. All right. And then… that was it cool. And.

Julia Shannon (09:44) One quick question. Sure. So, like when we were using verifiable providers would automatically get an email when their license was expiring, I thought there was something about medallion was automatic. I know there’s tasks. Yeah. So the providers should be getting tasks. Yeah, some of them did not. And we keep finding this issue where like all of a sudden providers are like, hey, I didn’t even know and some of it is that they didn’t have the information in their caqh and it didn’t pull over into medallion. But some of them that were there, they just didn’t even know that their license was expired and now granted. Some of this still has to fall on the provider’s responsibility, right? Because it’s their license. But at the same time, I’m trying to find a way to make sure that they’ve been notified and we’re still getting verifiable notifications. Okay? I want to say until the end of like January… but just so I know, and then I can, you know, make sure we’re all on the same page, our providers getting automated emails. Are they getting just the tasks they should be? At this point? I’m going to start going through expirables because this is we’re getting to the point where I’m like why does this keep happening?

Lyndsey Farmer (11:02) Yep. They should be getting the emails as well. I’m looking here at some of your providers and I’m wondering if so some of the providers don’t… have the caq management box checked, which is probably why they’re not getting alerts. Gotcha. So just going forward whenever you add a provider, or whenever you’re just looking through, just make sure that all the way over on the right hand side, there’s a column for caqh management, and that box has to be checked or else we will not do any caqh work for them and, or send out any updates.

Julia Shannon (11:46) Where are you seeing that?

Lyndsey Farmer (11:48) Box? So let me share my.

Julia Shannon (11:49) Screen.

Lyndsey Farmer (11:51) sorry.

Lyndsey Farmer (11:56) Okay. Are you able to see my screen? Yes. Okay. So when you come into providers, it will originally look just like this. And then you’ll scroll all the way to the end?

Lyndsey Farmer (12:16) And you’ll see caqh management. So most have it checked, but there are some that do not.

Julia Shannon (12:27) And why would that not automatically be checked?

Lyndsey Farmer (12:32) So that is something that is unfortunately something manual because not every provider wants us to manage their caqh.

Julia Shannon (12:41) Gotcha.

Lyndsey Farmer (12:43) So, just going forward, if it’s a provider… that we need to be managing caqh, that box just has to be checked or no communication will go out and we will not do anything with that.

Julia Shannon (13:01) All right. Well, that is lovely to know. Yep.

Lyndsey Farmer (13:05) So, I think I’ve got it. Let me go through all of them here. I think I just got it all fixed.

Julia Shannon (13:14) Okay. But like this one… hers is already like that, but she let me see when she signed.

Julia Shannon (13:30) I wonder if maybe her agreement wasn’t signed or something? No.

Lyndsey Farmer (13:43) Which provider is it?

Julia Shannon (13:45) This is for Jalisa cherry. Her license expired, one 31 20 26… and she’s… in compliance. So it’s she’s not seeing many members if any, I’m having Laura check on that, Heidi on Texas, but… her, like her profile was done. She signed the agreement, But I don’t see anything about a Texas like any notification that she got that her Texas license was expiring?

Lyndsey Farmer (14:23) Okay. Yep. I see that as well. Let me see. I can follow up on.

Lyndsey Farmer (14:38) See, I’m just looking here to see if I can find anything as well, but I will take this back to our licensing team to try to find out what happened here. It doesn’t oh, wait a minute. Existing licenses. You said this was for her Texas license?

Julia Shannon (15:04) Yeah. I know I was originally going through all the licenses that were set to expire for everybody, And going through and automatically putting them in as a request… to renew them before they expired, but I did it all the way up till may and hers must have not shown up, okay?

Lyndsey Farmer (15:31) Yeah. Let me take this back because I’m not seeing where anything was requested.

Julia Shannon (15:40) Yeah. So I don’t have any requests. I don’t see any, like task or notification or anything. And before I reach out to her, and because it’s a huge thing, I want to make sure that, right? Yeah, we have everything in place on our end. Yep that.

Lyndsey Farmer (16:02) Makes sense. Yeah, there’s no note here or anything. So, yeah, let me reach out to the licensing team on that one and I will follow up with you. Okay? Perfect?

Lyndsey Farmer (16:18) All right. Anything else that was on your radar for today? I?

Heidi Patschke (16:24) Can’t remember if we talked about this last week? I think I asked you and you gave me an answer, but my mind my brain is like melting every day… automating enrollment. So like provider goes through credentialing and licensing and Dea, and everything we have to do in North Carolina. And then the logical next step is obviously to enroll them with all of our North Carolina payers. Is that something that we can set up to have happen automatically as soon as the provider completes credentialing licensing, Dea, etc, like, is there something that can trigger, hey, this list of North Carolina payers automatically trigger that enrollment process?

Lyndsey Farmer (17:05) Yeah. We did talk about this last week and unfortunately not at this time, it is something, it’s something that we’re always looking into. Obviously that’s our goal is to become fully automated. Yeah, but it’s one step at a time. So, right now, like the main focus for us is automating some of these applications.

Heidi Patschke (17:25) Yeah, that makes sense. So.

Lyndsey Farmer (17:27) We’re we’re slowly getting there. So maybe one day we’ll have that. But as of right now, you do have to put those requests in. Okay? Unfortunately, I.

Julia Shannon (17:37) thought during implementation, Lee said that we can attach certain payers to the group, and then it would automatically push them to requests.

Lyndsey Farmer (17:47) If you do it that way, yes, if you attach them to the group.

Julia Shannon (17:51) Yeah. So, okay. So then if we, how… do we do that? How do we do that from our end with the practice location?

Lyndsey Farmer (18:02) That’s a great question.

Julia Shannon (18:03) Because I’m thinking if we do it like that attach the provider to that practice location, then all those payers should sit there already. But Heidi for like North Carolina, we’re not going to want to do that with any of the lmes, I’ll just do it and then it will automatically be par, let.

Lyndsey Farmer (18:24) Me invite Lee to our next meeting so that she can explain that to you on how to do that. Because that’s I know that it can be done. I just don’t know how it can be done. Okay? But yeah, it has to be done at a group level, not a provider level. Okay? So I will add her to our next call.

Julia Shannon (18:51) Okay. And I’ll go back through the trainings before then to see if there was any additional something about it. Okay? But I just remember her mentioning it sure at the group level, so that’s where I was like wait a second. There was a way, but it was like a roundabout way. Yeah.

Lyndsey Farmer (19:07) Yeah, I think like, yeah, you said it’s a group level thing and it has to be tied in at that level and then it should trigger, yeah, but I don’t know enough about that to give you a deep dive into it.

Julia Shannon (19:23) Okay, perfect. And I’ll wait for that. And then, yeah, because I believe it’s like once I add the provider to that practice location, which would be a manual step Heidi once the provider gets all their ducks in a row, which is kind of good. Still, like once we have cui, once we have colab, and then as soon as I link them to that practice location, I’m pretty positive that it’s supposed to kick off awesome, the payers associated with that practice location. Yeah.

Lyndsey Farmer (19:52) That would be awesome. Okay. All right. I will get Leigh on it.

Julia Shannon (19:57) Beautiful. Thank you so much.

Lyndsey Farmer (19:59) You’re welcome. What else?

Julia Shannon (20:03) I think that’s it okay for me anyway, all.

Lyndsey Farmer (20:07) Right. I will follow up. I’ve got a couple of takeaways I’ll follow up with you guys on you’re going to send us the spring health information. Yes. So we’ll get back to you on that, and then I will follow up on the start date if we can edit that or put that somewhere in the notes and then the licensing for the provider that the Texas license.

Julia Shannon (20:31) Yes, Jaleesa, cherry. Yep. And I added her to the agenda just now so we don’t miss it. Yep.

Lyndsey Farmer (20:38) Thank you so much. I will send these updates out as soon as I get them for you guys.

Julia Shannon (20:42) Awesome. Thank you so much. Thank.

Lyndsey Farmer (20:44) You have a good rest of your Friday and a happy weekend.

Julia Shannon (20:47) Happy weekend, baby. Bye.

Lyndsey Farmer (20:50) Bye.