Transcript
Naomi Denson (00:00) hello? Hello?
Naomi Denson (00:18) Hi, everybody.
Naomi Denson (00:24) Some others still joining here?
Naomi Denson (00:35) Hey, everybody. Good.
Skip Carter (00:36) Afternoon.
Naomi Denson (00:38) Are we expecting any, either of the manias, Tony or Alex?
Kim (00:43) No, I think we’re good to get started and sorry, I’ll be on video. We just dropped our daughter off to go head to boot camp. So we’re on the way back.
Staff (00:57) All right. I’m here, it’s just mine still says staff on it. For some reason. I’ve never taken the time to update.
Naomi Denson (01:05) Okay. And I’m going to apologize. I’m on new.
Staff (01:09) York. I’m.
Naomi Denson (01:10) on New York? Okay. It’s going to take some getting used to.
Nicole (01:14) Who?
Kim (01:14) Do you need to be today? Mania you can be whoever you need to be today, right?
Naomi Denson (01:21) Well, awesome. There’s a couple of new faces on the call that I don’t think we met in our kickoff call, skip and Nicole? Yes. So if you guys can just do a quick introduction and tell me what your role is going to be during the implementation, I’m Naomi Denson. I’m going to be the senior implementation project manager, getting everything set up and ready for you guys. We also have Brandon Bradshaw. He’s a newer implementation manager with medallion. So he’s kind of shadowing and helping me out here. And then Jason zednik is also on the call, who is going to be your engagement manager and your operational partner?
Skip Carter (01:56) Cool. I’m skip Carter. I’ll be the it resource on our side should.
Naomi Denson (02:01) You need it. Perfect. And Nicole?
Nicole (02:07) Yes, ma’am, I am with the onboarding and the credentialing. I work under Manya. She’s my, okay, she’s my miss boss. Yeah, she is my boss.
Naomi Denson (02:17) Okay, perfect. And Manya york you are credentialing Manya hunter as pay enrollment, correct?
Kim (02:25) Manya, hunter is HR, HR, yes.
Staff (02:31) Yeah, Manya. Hunter. Yeah, Manya hunter worked on the delegation side, getting it up and going. She came in as a consultant and helped me get all of that up and going, but I’m the credentialing director over the whole enrollment and everything like that, so.
Naomi Denson (02:49) You’re over credentialing like ncqa, credentialing and enrollment? Yes, or do you say credentialing when you’re referring to direct enrollments?
Staff (02:57) Or all of it? All of it?
Naomi Denson (03:00) Okay. Just want to make sure I always like to set the standard there because everybody uses different terminology. So I always want to make sure that we’re talking about the same thing when we meet.
Staff (03:09) No, I do. My team does the, they’ve been hired, we credential to make sure, yes, they’ve got all of their licensure, and, yes, we do the enrollments.
Naomi Denson (03:19) Okay, perfect. And then Amanda just joined. Hi, Amanda. Nice to meet you. Thank you.
Amanda (03:25) You too. I apologize.
Naomi Denson (03:28) Oh, you’re echoing, is there a lot of back?
Amanda (03:32) And forth.
Amanda (03:37) It’s just, you sorry, I’m going to read you one in one second, okay?
Naomi Denson (03:47) Are there two amandas or was she logged in twice?
Staff (03:51) I think it logged her in twice?
Naomi Denson (03:53) Okay.
Skip Carter (03:54) That’s the problem. I think she connected by phone or something too.
Naomi Denson (03:58) Okay. Yeah, because I’m still showing one of them is in here. There’s Amanda. Okay. We got you in here one time. Yes. Okay. All right, guys. Perfect. All right.
Naomi Denson (04:13) So, this is our first post kickoff sync. So I just wanted to go over the action items that I sent over in my follow up email… to see if we’ve had any progress on anything here. So, the npdb setup authorizing medallion as an agent for your npdb account. Do you know if that’s been done or who’s going to be owning that? Okay? Not yet.
Staff (04:39) It’s me it’s not been done yet. Okay? I’ve got a hot list here. Okay?
Naomi Denson (04:44) And then the custom provider invite. So as we talked about, you have the option to customize the invitations emails that your providers will receive from medallion when we get to that point to invite them in. Not super urgent to get taken care of right now. Just want to make sure it’s on your radar and see if you had any questions about that.
Staff (05:04) It’s on our radar. We’re going to look at it after we get a little more information about what is actually going to be there versus your standard, what we can do with it? So it’s something we’re still looking at.
Naomi Denson (05:17) Okay. And then did we decide if there’s any need for single sign on?
Kim (05:22) I don’t think we’re going to do single sign on initially. Skip. Manu, hunter was saying it was similar to like paylocity because they usually start this process before they have like an AMC email, so no to single sign on. Okay. Yeah.
Skip Carter (05:41) We’re diving into a lot of single sign on stuff. So I think we’ll eventually get there but I don’t think to start going to do that. Okay?
Naomi Denson (05:49) All right. So we will cross that off our list and I won’t ask again. Can you tell us if.
Kim (05:53) you decide later on you want?
Naomi Denson (05:55) To do that. And then one other thing is admins and users. So I just need to know who needs what access in medallion from an admin perspective. So there’s two primary roles that non providers can have and that’s admin that’s an all access. You can make requests. You can make changes in the provider’s profile other profiles and see everything. An auditor role is a restricted view only role, so they can view certain aspects of the platform. They can see the existing enrollment. So a lot of customers will use that for their billing teams to see who’s enrolled where, but they cannot make requests and they cannot make any changes. There’s. Also additional access that someone on your team will need for the ncqa credentialing. So we can give that to one or multiple people. That is what will give you access to the credentialing portion of the platform. You will not see that unless specifically given the access by me.
Naomi Denson (06:56) So it restricts the visibility into the full credentialing file requesting credentialing… doing like npdb and PSB results and things like that. So we would just need to know who needs that access on your end so that I can make sure that that’s set up appropriately, don’t need answers right now, you can send it to me in an email later. After you guys discuss who needs what, but just wanted to call that out. And then with so three.
Kim (07:24) levels of access… Naomi.
Naomi Denson (07:29) So role, so there’s admin auditor provider are the most standard there’s admin and provider combination roles. If you have like a medical director or like if there’s the like a chief medical officer or chair that is going to be part of the committee credentialing committee that will need to vote, they’ll have to have that combo. Yeah. Okay. But we can update their user access when we get to that point after we do the import. So if they’re on the import template, we’ll import them as just a provider and then you can tell me who they are, and we’ll update their access.
Kim (08:02) Okay. So the committee members will need, what kind of access for voting capabilities if they?
Naomi Denson (08:09) Are a provider, they will need provider and admin combo role. Okay? If they are just an administrator, like if it were mania, she would just need an admin access. And then I would give her the additional user group role on the back end of credentialing administrator and credentialing committee member, so that she can make requests assigned to committees. But also if she were going to be logging any votes for approvals, she would have all of those.
Kim (08:39) Okay, great. All.
Naomi Denson (08:41) Right. And then technical needs was skipped here. We had sent over the API documentation after the call, last time, don’t know if you guys had any questions about that or if you wanted to discuss any, you guys were talking about paylocity previously, if you have any more information on that need currently or if we’re just kind of going with the flow right now and going to address that later. Is there an urgent need for the, you guys were discussing were talking about an integration last time?
Kim (09:15) Yep. And yeah, you said you were going to get connected with the technical member on your side so that we could set up a call specifically to talk integration. Yes?
Naomi Denson (09:24) Yes. Let me see if one’s been assigned. When I reached out to get one assigned. The leader who assigns those to our implementations was out of office. So let me see if he’s assigned anyone yet.
Skip Carter (09:36) Yeah. I think if there is an API between paylocity, that would be very helpful.
Kim (09:44) Definitely. Yeah.
Naomi Denson (09:45) We have the API documentation. So typically our apis we support that we’ll share the public API key and then you on your side with the technical support would build that and our team would support by answering questions. If it is a full integration, that is where our TSM team would come in and help support that as well and work with you. But as far as simple like just an API, your team would build that based off of our documentation, we would just provide the key.
Kim (10:20) So skip during the sales call, at least we had said like when it came to integrations, they could work with us to either they could do the integration or we could depending on complexity… and availability and all that kind of stuff. I know you are stretched super thin, so we can definitely leverage their support on any integrations that we need.
Skip Carter (10:48) To, yeah, the key would be just identifying. Like she said, if it’s just a basic demographic API, then it’s not probably going to be that difficult, but I don’t know what we’d want to send from paylocity back and forth between the two?
Staff (11:03) Yep, we had talked about the initial onboarding information because some of it they need in HR and some of it we also need copies of in credentialing. That was kind of where we was going with that. Yeah.
Skip Carter (11:20) And our speed bump there is going to be, we don’t want to slow down paylocity and we don’t have paylocity ready yet. We don’t want to slow this down and we don’t have it ready to send or receive from paylocity. So I think we keep it on the radar, but I don’t think it’s a sure stopper.
Naomi Denson (11:37) Okay. Yeah, for sure. And skip you’ll be included on my follow up call here where you’ll have the API documentation on medallion’s side to take a look at. So if you want to look into apis for any other reason or just to prepare for that, it’s available to you… data import template. So I wanted to see, I was looking into so Naomi.
Kim (12:04) Once again, because that’s paylocity but the athena integration is, I… would imagine might be a little more complex. So I want to make sure I get the right person from athena involved on that side… okay? If we need to. So if you can just let me know whenever you get that technical resources signed. Yeah, if we can set up a call specific to the athena integration?
Naomi Denson (12:29) Okay. Yeah. For sure. All right. Yes. I just pinged my leader just to tap on him because he was out of office. So I was like, hey, I still need this. So I’ll get somebody assigned and I’ll reach out in my follow up and we can get something set up there. Thank you. Absolutely. All right. And then the data import template, I saw that we’d started adding some providers in here. It looks like we’re still working on collecting information. Are there any questions about the data import template initially that you want to walk through review? No?
Kim (13:09) I think we’re I think, we’ve got everything we need. So Moni and I spent some time on Friday together pulling all the different templates and different spreadsheets together. So I think we’re good. The only the only thing we’ll need to do is maybe on the call on Wednesday, I’ll try to get the athena dataview team on because they had a couple of questions on the enrollment tabs, okay? So that they can pull that information, but, we should be able to get that completed and over to you this week.
Naomi Denson (13:38) Okay. Perfect. Yeah. And if you complete at least these first three tabs and let me know. We don’t have to have the entire sheet done to start importing, sure just as long as the tab itself is completed and you’re done with it and it’s ready to go.
Kim (13:54) Okay. Yeah. We’ll we’ll definitely have that to you this week. Awesome. All right.
Naomi Denson (14:04) Perfect. And then I had asked in my follow up email last week who would need to be designated as the signer for the delegation agreement? I have to send that via DocuSign. So I just need their name, email and title and then also who, if anybody should be cc’d on the DocuSign?
Staff (14:23) That was, we were discussing that because originally, Monia hunter had done all the delegation agreements, but she’s not… a, you know, working delegation anymore. She’s actually one of 99 point nine percent HR. So that one we’ve got to get an answer for you on.
Naomi Denson (14:44) Okay. Sounds good. And then the credentialing policies and procedures and legacy credentialing files. Do you guys have those available to share over with us? So our team can start reviewing that for the ncqa credentialing setup?
Kim (15:02) So, we’ve got the delegation info done and that was sent over during the sales cycle. So I can resend that. If you need it. I’m working with Manya, to record several like of her session, her this week because a lot of those are not necessarily in writing or documented, but, we’re gonna get all that documented for you this week. Do have some questions on that template though, just to make sure we’re filling that out correctly this.
Naomi Denson (15:31) One.
Naomi Denson (15:37) Yes, the payr process scoping, okay?
Kim (15:39) Yeah. So that may be, that may be one we want to work through together, maybe on like the Wednesday call after I get some of those things after I get some of those just recorded with her.
Naomi Denson (15:51) Okay. For sure, what did you say that you shared over during sales?
Kim (15:57) The delegation processes and procedures? Okay? Like,
Naomi Denson (16:02) the ncqa credentialing policies and procedures?
Kim (16:07) Specific to delegation? Yes. Okay.
Naomi Denson (16:09) And that’s all we’re doing for you, right? It’s just the delegation for your delegated payers, no?
Kim (16:15) No. Okay. We’re doing all of it.
Naomi Denson (16:18) Okay. So we have that and you’re working on building the other? Okay. Just wanted to make sure I was following correctly. Okay. So let me reach out to sales to see if they have that and share it over with me. Yeah.
Kim (16:34) I can definitely resend it.
Naomi Denson (16:35) Your way. Yeah, that would be great too. And then, so that, does that outline what all of your payers are delegated? It does. Okay, perfect. And then also did you, does that include the roster templates and copies of the delegated agreements with the payers?
Kim (16:55) Let me, I’ll get that pulled up. If we’re if we’re missing anything, I can. Okay.
Naomi Denson (17:01) Yeah, we’ll just need the roster templates so that our team can build the rosters for, the generation, to support that piece. And then we just ask for the copies of the delegated agreements so that we can review those in… tandem with the policies and procedures just to make sure that there’s any additional psvs or anything that are called out that we’re making sure that everything’s included in the credentialing file that applies to those as well.
Kim (17:26) Sure thing. Yeah.
Staff (17:28) Naomi, we are looking when we built this up and started working on it, we made all of our policy and procedures and pulled the psvs that are required via the 20 26 in cqa regs. Yes.
Naomi Denson (17:45) So, our standard ncqa compliant credentialing files include… like license, Dea, or licensing monitoring, npdb… oig, Sam, medicare opt out, and then medicaid exclusions. So we just verify that there’s nothing additional because sometimes payers will require something extra that requires a special configuration because our credentialing files for ncqa are automatically default to everything that an ncqa file would require to stay compliant. But sometimes there are additional needs based off of the different customers’ policies or the payer requirements. So just like to take a look at those and make sure our sops are built appropriately. Okay? But if it’s just straight standard and cqa compliance, I love that. It makes things easier and more straightforward. Any questions?
Kim (18:45) No, I think just getting through, wanting to make sure that those policies and procedures are spot on just because there are some nuances in our world from an rhc standpoint. So we really want to make sure that those are nailed down. So maybe we can spend Wednesday’s call focused on that just kind of as a working session because by then Mani and I will have a couple of things scheduled recorded and have talked through several of the different scenarios. And we’ll be able to like come kind of prepared to talk through some of that and we can already have even like some of that filled out but just want to make sure that we are aligned with you guys and how that’s getting documented.
Naomi Denson (19:28) Okay. Yes, for sure. And just let me know if you have all of that like ready, I can see if our credentialing director can join the call to help walk through that. Otherwise, I’ll take notes for her and share afterwards and make sure that her team’s in the know as well.
Kim (19:47) That would be great. Yeah, we’ll definitely be ready for Wednesday. And then if we can have the conversation about the athena integration sooner rather than later, I know that one could be a little might be a little complicated. I want to make sure Amanda you’re super tied into that conversation because I know there’s a lot that will just impact like that enrollment dashboard and a lot of the work that you do in that side of the world. And so… that’s going to be an important one. It’s going to obviously be what triggers claims to drop. So I want to get that one, right?
Naomi Denson (20:26) Okay. Yeah, for sure. And I’m letting my boss know he’s just asking some additional questions to get a TSM assigned and we’ll get that set up and I’ll let you know as soon as I have an update there and we’ll set up an additional call for the technical piece.
Kim (20:42) Okay. Yeah, fantastic. Thank you all.
Staff (20:44) Right. Yeah. And Kim and I will get with Nicole about what our current onboarding letter looks like.
Kim (20:49) Okay. Your,
Staff (20:51) system letter.
Kim (20:52) Okay.
Naomi Denson (20:53) And all the perfect. Because within, so in the invite there’s.
Staff (20:57) different things that, you know, the providers have to provide when they first come on board, yeah.
Naomi Denson (21:02) And you can customize this language with whatever you need. This is a, the standard invite of what it looks like out the gate without customization. And then this is an example of one that another customer has utilized. So you can do this one, you can do a playoff of this one or you can completely draft your own, just send that over in a board document or a Google sheet, and we can get that built out when you’re ready. But yeah, you can put, you know, hey, we need these documents, whatever the case may be. Okay. All right. Any other questions? We still have a few minutes otherwise I’ll give you some time back and you guys reach out and let me know when you have either some data ready or any additional questions, and I’ll find out about the technical resources.
Kim (21:55) Okay. No, I think we’re doing, good. We should have most of that to you this week and look forward to working through the processes on Wednesday. Yeah, perfect. Sounds.
Naomi Denson (22:05) Good. Awesome. Thank you. Everybody. Have a great Tuesday. And then I’ll see you Wednesday. Thanks, Naomi. Bye bye. Thank you. Bye. Thanks, y’all.