Transcript
Molly Dwyer (00:00) hey, Jen. How are you? Good?
Jennifer Mikel (00:02) How are you?
Molly Dwyer (00:03) Good. Thanks. Thank you for hopping on and supporting this call, of course.
Molly Dwyer (00:27) A few more minutes.
Molly Dwyer (00:34) Okay. One of the client contacts is in the waiting room. So I’m going to let them in.
Molly Dwyer (00:56) Hello? Hi, Connie. How are.
Mark Neese (00:59) you?
Connie Carreon (01:01) Hi. Good morning. Good.
Molly Dwyer (01:04) Morning. Good afternoon. Depending on where you’re located, wherever you are. How’s everyone doing today? Doing great. Good. And Connie, I don’t know if we’ve had the chance to meet before.
Connie Carreon (01:19) No, I don’t think so. No.
Molly Dwyer (01:22) But nice to meet you. My name is Molly Dwyer I manage the overall partnership as the account manager, so excited to talk more a little bit about some of the capabilities just around some of the applications that mark had asked more information on. But yeah, I would love to understand a bit more about your role.
Connie Carreon (01:41) Okay, great. Very nice to meet you.
Molly Dwyer (01:44) You too.
Mark Neese (01:45) Yeah, yeah, Molly, Connie is our enrollment specialist, so she’s handling most of the, we kind of have two pronged approach, but she handles most of the enrollment and moving that from let’s select this to be enrolled to, you know, if something kicks back. And if there’s something needed, she’s handling all that. So, she’s really the face of or the liaison between the medallion team and the dear oaks clinicians and, or teams themselves.
Molly Dwyer (02:14) Amazing. Thank you for that context. And great to meet you. Connie and mark, have you met merit and Jennifer before in the pre sales process or would it be helpful to do a quick introduction?
Mark Neese (02:25) I don’t believe I had… no, I don’t believe so. So, yeah, a quick introduction would be helpful. Yeah.
Merritt Miller (02:32) Yeah. So, nice to meet you. All. My name is merit. I’m one of our directors of operations at medallion. I oversee a couple of different teams here, specifically credentialing licensing, and privileging, and I’ll pass it over to Jen.
Jennifer Mikel (02:46) Hi, I’m Jennifer, Michael and I am the privileging manager here at medallion.
Mark Neese (02:51) Nice to meet you girls.
Jennifer Mikel (02:53) Nice to meet you perfect.
Molly Dwyer (02:55) So, mark, thank you for sharing over that example application. I thought like it’s a good starting point. We had both merit and Jennifer review that and kind of come back with what we think.
Molly Dwyer (03:06) But maybe it would be helpful just to use that as like a starting point as to like if you want to share like in your words, like what you’re looking for medallion to potentially support. And then we can kind of ask some more questions and make sure we’re fully aligned before moving into reviewing the overall process of Tj sacred, tjc credentialing with medallion.
Mark Neese (03:27) Sure. And so, you know, we don’t, we’re not heavy on like privileging or going into hospitals and things of that nature. And for the most part the overwhelming amount of our facilities, I would say and kind of correct me if I’m wrong, but doesn’t require any kind of privileges or credentialing just to get through the door or anything of that nature. So, when we do credentialing from our standpoint, it’s much more on the enrollment side now I say that, but we do have some facilities that require credentialing with them. And they want to have, you know, a checklist much like I had sent you a checklist filled out of, hey, provide us with X y and Z information now from just from I’m not in the weeds of a day to day kind of can speak more to that. But from my point of view, a lot of that, a lot of those items are already housed within the medallion platform. So it’s really just a matter of some, a simple way of getting whoever at the facility needs that information… married with a, if they have a form that needs to be signed off or like, I think there was a, I don’t think it was a baa, but there was some kind of, there was something that the clinician themselves had to sign. So if that, if we’re able to like say, hey, this is, that was an example from opco and opco is a chain of facilities, a corporate chain of facilities. So if we’re able to say, hey, with the medallion, we know that if you’re a clinician going to an opco facility, you have to sign X y and Z document or just X y. I don’t know how many documents there are and we can house those and then have that handled through medallion. So it’s kind of, you know, more easily done than saying, hey, let me send you an email. You print this out, sign it and send it back to me. But also all the information that goes along with it, we’re able to kind of pull together and send off to those facilities as need be. Connie. Did I do a good job of capturing that?
Connie Carreon (05:22) Yeah, pretty much. Yeah, yeah. So basically, they’re just forms that they send us and opco is one of them, one of the bigger, I guess corporations that sends us those packets. We do have other facilities that have their own packets… and most of them just usually require, you know, their certificate of insurance, you know, Dea license, some require driver’s license, CVS… they do like the baa that mark was talking about. There’s you know, other agreements that they might require as well. Some applications might be longer than others. Some might just send a page over and say, hey, this is, you know, we just need the provider’s license, you know, credentials, their information, and that’s pretty much it.
Molly Dwyer (06:22) Awesome. Thank you both, merit, Jen. Any perspective or questions from your end? I?
Merritt Miller (06:27) Was just pulling up the packet you all sent to kind of refresh myself, but that makes a ton of sense and feels pretty in line with what we’re offering. Jen. Did you have anything particular that you want to call out on how this might be a little different from what we’re doing today? Or does this seem pretty straightforward?
Jennifer Mikel (06:44) So, the only thing that I had questions about, excuse me was, do you guys just do like copies of the license or do you guys do verifications?
Molly Dwyer (06:56) What is?
Jennifer Mikel (06:58) Your process for this? Because that was one of my questions that I had for Molly because it looks like from here, you guys just get a copy of the Dea copy of the license and that kind of thing on?
Connie Carreon (07:08) This checklist. Yeah, for the most part, the verifications are okay. Unless a facility comes back and says, hey, we need an actual copy of like the original license, you know, or a copy of the license itself. You can send over a copy of their wallet card. Most of them do take that. I haven’t seen pushback as far as, you know, original license copies.
Mark Neese (07:31) So, we don’t need primary source, so.
Jennifer Mikel (07:34) Are you guys doing any work history verifications, claims, history verifications, those types of things too, or is this the only thing that you guys are doing?
Connie Carreon (07:45) Occasionally they will ask for case logs, but that’s few and far between it just depends on the facility?
Jennifer Mikel (07:54) Okay. So they’re doing ncqa, they’re not doing tjc merit.
Merritt Miller (07:57) Yeah, that’s what it’s kind of sounding like. Molly. Have we covered any of the ncqa process with dear oaks before I could kind of talk voiceover a little bit about what that is. We should.
Molly Dwyer (08:13) Have during implementation? Let me just pull.
Mark Neese (08:17) Up,
Molly Dwyer (08:28) While I’m doing that, I guess Connie and mark, do you have a baseline to our ncqa credentialing or would it be helpful to walk through that again?
Jennifer Mikel (08:37) It would be.
Mark Neese (08:38) Helpful to walk through that. That doesn’t ring any bells to me?
Merritt Miller (08:42) Okay. Yeah. And I’ll while you’re looking for that, Molly, I’ll kind of chat through what Jen and I are really trying to assess too on this call is like we have a couple different SKUs where this could fit.
Merritt Miller (08:52) So, we have like hospital applications more. And then we have joint commission kind of credentialing packets which are fairly involved with quite a bit of kind of like long tailed verifications that go into that, which is why Jen was asking like, do you just need a copy? What other things go into it? And then we have our ncqa credentialing side of the house which is more for delegated kind of enrolling with payers. And that is a fairly quick process. On our side. It’s doing current malpractice history. Is there an active license, npdb sanctions, oig, Sam checks medicaid exclusions, looking just to see if there’s anything pulling there. We just make sure there’s work history in the past five years. We’re not actually going to the source to verify that. And then we just kind of collect all of this in an application and return it to you all in a packet to do whatever you need with.
Connie Carreon (09:47) Let me see.
Merritt Miller (09:52) And based on what I’m seeing the main things that would kind of be different from that process that we don’t do today? Are these the like compliance plan there wouldn’t really be kind of a nice spot for that on the ncqa side. But I think we’re just all trying to figure out where this work could fit. Sure. So.
Mark Neese (10:10) You guys have like a standard, hey, we’re going to do the ncqa, hey, we’re going to provide this packet… here. It is. And if a facility… says, hey, give us these things, then we could just forward that packet on. Is that kind of what I’m hearing? Yeah?
Merritt Miller (10:27) That’s what it sounds like. The only gap. I don’t know Jen that it might make more sense on the more privileging side of the house is like we just don’t have good places for things like the compliance plan. It’s like pretty black and white in cqa. So anything that doesn’t fit into that or having like a specific verification, I would probably lean more of like maybe a lighter joint commission packet that just has placeholders for these things. Yeah.
Jennifer Mikel (10:50) We can definitely do that too. We can just definitely, I mean, because they don’t have bylaws either over here because they’re not tjc accredited. They’re just following, these are basically going to be just like facility apps, so we can do whatever they want to outline and follow whatever workflow they want to follow. And then we can put placeholders in and complete whatever they need. Just knowing that we’re going to do, you know, licenses, hospitals or whatever they outline for us. And that works for us because now we have it where we can customize like the compliance package and those kinds of things now, perfect.
Merritt Miller (11:37) And Connie, it sounded like this was different by facility, right? Like you don’t kind of just have like a standard canned list of things that you would be wanting to do per packet. It varies a little bit. Did I hear that right?
Connie Carreon (11:48) Yeah, it varies by facility. It varies by state. It just varies by facility across the board except for, you know, the specific companies. Like, there are companies that have, companies that have facilities, you know, a bunch of facilities. And of course, yeah, for that company, like we have another company, another big company that’s, regency, and they, have a lot of facilities. So there could be something like for regency just like we’ve created for, the opco, like for the bigger companies, yeah, that would be good.
Mark Neese (12:21) Yeah. If we get tackled by, I mean, it’s not, it’s not all of our facilities, right? And it’s for sure to, at least to corporate change. If we’re talking opco and we’re talking regency. But, even if it’s a, you know, this will handle 95, 90 percent, whatever that is of those ask, right? I think that’s kind of, I don’t see why that wouldn’t be an achievement or something that we’d be happy with, because it’s taking, you know, we know these people are going to ask for the X y and Z, so we can kind of standardize those. And then when we get the one off, you know, who knows, facility out of, Idaho or somewhere weird like that, hope no one’s from Idaho. Sorry that, then we can attack those as they come in. And who knows, maybe some of those, some of the ask of some of those other facilities might fit what we’re doing with the other ones either way. And we can just take that packet and send it on its way. If it’s missing one or two things, then we can grab those. It just takes. I mean, that’s going to cover the bulk of the work, I feel.
Jennifer Mikel (13:25) So, mayor did have a good point. I think, that just came up. Would this be more like hospital applications? Are you trying to get providers privileges at hospitals?
Mark Neese (13:35) No, not at all. It’s going to be, it’s nursing homes, assisted living facilities. Yeah.
Connie Carreon (13:40) It’s just their login. I’m sorry, mark, it’s just, getting their login for what’s called the point click care access, which is access to the system that the facilities use to, like for their medical records and to put their notes in. It’s like the patient’s chart. So, you’re kind.
Jennifer Mikel (13:57) Of making them like a cred, by proxy, packet to send over to the director or the facility just so you can get them access. Yes. Okay. Yeah. Okay.
Merritt Miller (14:10) Yeah, I’m sorry, Jen and I as well. We definitely have a way to support this for you. We’re just trying to figure out like where it sits. And we kind of have a very traditional like hospital application workflow with the purpose of getting privileges. And then we also have a more like joint commission workflow where we like generate a packet for you. And then you can kind of take that packet and do what you need to do, which it sounds like that would probably work best. I think we just need to give some thought of like custom things that might come up with the facilities and how we’d address that. But there, there’s a way for Jen and I to configure, verifications, on our end based on what you guys need?
Jennifer Mikel (14:47) This would actually be kind of like just a very simple tjc workflow. And then, you know, mark or Connie would be the admin that would approve it versus a committee kind of thing. And then they would just download the packet and it would just put everything together and they would just download it. No dops or anything like that. Okay? Maybe.
Molly Dwyer (15:07) So, for like a workflow standpoint, if Jen, Merritt and I, we want to just kind of align internally before presenting back to Connie and mark, like and giving you a better idea of like what the workflows are going to look like within the platform and just making sure we’re fully aligned and capturing like what you need, for us to be taking on. I am curious though, like, you know, mark, I know you had mentioned and just kind of out of curiosity if this is something that we can support, but just curious like how big of a, a resource is this for you right now or, resource, how much I can’t speak right now? How much of your resources is it requiring now? Like how, what’s the volume look like on your end? Just so we have a better idea of that as well.
Mark Neese (15:54) I don’t know if I have insight to that, Connie, do we know how many of these we get, do we know if there’s any kind of… tracker? I mean, I don’t know, I don’t know the answer to that.
Molly Dwyer (16:05) Yeah, we do.
Connie Carreon (16:08) Have, was,
Mark Neese (16:10) that on the, was that on the, the, the.
Connie Carreon (16:14) spreadsheet?
Mark Neese (16:16) Yeah, there’s.
Connie Carreon (16:17) a, there’s a nursing facility spreadsheet, let’s see here. Yeah, we can get, I can get those numbers for you or have mark look at it, and send those over to you, but we do have, I don’t we don’t have an exact answer for you now, but we can get that.
Molly Dwyer (16:32) To you. Yeah, I think that would be helpful just as like we look at this from a provider standpoint, like, the volume of providers that potentially you would need, to, run this for. And that’s also going to help inform. So this is not part of the current agreement. And so we want to make sure that we’re sharing with you the most, relevant pricing, for credentialing activities. So we can also prepare that for you, the next time we connect with like the more, deeper dive into the workflows as well… that makes.
Mark Neese (17:05) sense? So we can, yeah, so we’ll get over some volume to you guys and that can kind of kick off next steps, whether that be, you know, well, now, you know, the volume but also deeper into the workflow and how that’s going to work.
Mark Neese (17:17) So you, it sounds like you guys kind of have bits and pieces. Well, you’re able to support, but it’s also, it’s not like, yeah, this is, this part is kind of pieces, bits and pieces of something of multiple things. So, however we need to figure out whatever the pricing looks like on, that is, we can talk through those things. Perfect. Yeah, let us.
Molly Dwyer (17:38) Get together and just make sure we’re aligned on the steps and workflow piece. And then we can come back with some availability probably next week and review that with you and Connie and, begin the conversation of reviewing some pricing options too. All right?
Mark Neese (17:53) That sounds like a plan. And in the interim, we’ll, we’ll get those, some volume numbers over to you guys, so you can understand what you’re looking at. Amazing. Thank you. Anything else… Connie, you got anything? No, I don’t think I have anything else. Okay. All right.
Molly Dwyer (18:12) Jen, anything else that would be helpful for you to understand before we walk away?
Merritt Miller (18:17) Nope. I think, I’m all good.
Molly Dwyer (18:20) Awesome. Well, thank you all. I hope you have a good rest of your day and we’ll be in touch with, a call for next week. So, thank you. All right. Thank you. Bye.