Transcript
Naomi Denson (00:00) hello, bless you. Hello. Okay. Let’s see who’s here… so far? Hi, Adelie, Naomi, I brought Jen.
Jennifer Mikel (00:20) Okay, great.
Naomi Denson (00:26) Let’s see. Let me start letting them.
Jennifer Mikel (00:31) Hello?
Naomi Denson (00:32) Good morning. How are you? Good morning. This is Vicki. I see you’ve got two dialed in. I know one of them is deb who’s the other, Vicki? Okay. Vicki, you’re dialed in and logged in. Okay? So just Vicki and deb so far, I’m going to give everybody else a few minutes… to jump on there’s Chris.
Jennifer Mikel (01:18) Hi, Chris.
Jennifer Mikel (01:24) Hey, how are you today?
Naomi Denson (01:26) Good. How are you doing well. Thank you. I see it looks like we’re waiting on Tracy, Cynthia Kelly, Sandy, Heather.
Jennifer Mikel (01:35) Sounds like a handful of people. Yeah.
Naomi Denson (01:40) We want to give them a few more minutes. I brought Jennifer Michael in again with us this week. We had a lot of questions about the appointments and the privileges and things last week. So I brought her on to discuss directly. Cool. Awesome. Let’s see who is the one that just called in one, seven, two seven. Sandy. Hi, Sandy. Okay. Let’s see.
Naomi Denson (02:11) Are we, we’re missing Tracy, Cynthia, Kelly and Heather now, are we okay to go ahead and jump in? We want to give, as long as you got Sandy deb. Vicki, I think we’re good to start. Okay. Perfect. All right. So, I moved the priority… questions to the front of our agenda. So I know you guys will probably have more questions still, but Jennifer Michaels joining us.
Naomi Denson (02:41) So one of the questions that came up last week just starting off is the online applications that require delegate logins. And Jennifer can speak to what that process looks like.
Jennifer Mikel (02:51) Yeah. So delegate logins, what typically happens is, did you share the form that I sent with you last week? I?
Naomi Denson (03:03) Have not sent it over to them yet. I wanted to get clarification as well, sure. So.
Jennifer Mikel (03:09) Normally, we fill it out as the medallion group cvo and we use our cvo email for that. So if you currently have a delegated login, you would just turn them over to our cvo login. We can use the usually they allow DocuSign or we can use the signature on file, but a lot of the hospitals will allow you to transfer them over to our cvo, so we can have access to those delegate logins.
Naomi Denson (03:47) This is what that form is. So you guys have contact, well, it’ll load.
Jennifer Mikel (03:53) Yeah. So this is the payr log one. So this is the first page where it has the practitioner’s information. And then if you scroll down, this is where the practitioner’s signature would go and it would have our cvo information on there.
Naomi Denson (04:14) So we have to do.
Jennifer Mikel (04:15) That for, you guys don’t fill that in, no, we would do it. So if you have one set up where like they’re due for a reappointment, and, you know about it, you can let us know and say, hey, we have this provider that goes to our portal or my portal. That way I can go ahead and send that in for them. Otherwise it’s just going to sit in your portal and we’re not going to know about it. And that way we can switch it over to our delegated login because if you forward us the link, we won’t have access to your delegated login. So.
Naomi Denson (04:56) Jennifer, how would they let us know when they put in the request for reappointment? Putting it in the notes?
Jennifer Mikel (05:01) Yeah. Just let them know that this is a delegated portal and we need to send the delegate to them… especially if it’s like the very first one for sure because we don’t have any sops set up for this group, right? We’re just going to I’m putting them together as we get each entity.
Naomi Denson (05:22) Yeah. They didn’t have anything to share with me just yet. I did ask last week if you guys had any samples of historical hospital applications that you could share with us to look at to kind of help get started. I think Vicky said you were going to look into that?
Jennifer Mikel (05:43) Yeah. The biggest thing I think that we need is like if you have direct contact contacts that you use for your facility. So like most of the time… the group the clients that we work with, they have direct contacts that they work with because they’re on specific kind of contracts with these facilities. And so instead of us using like the normal routes for reaching out for processing applications, they have like dedicated reps that they want us to use. So if that’s not the case, then I’ll just make outreach to each of these facilities and just find out how they want us to submit these applications on your behalf.
Naomi Denson (06:32) I thought there was contact information that we asked for in this, is that.
Jennifer Mikel (06:41) It does have it listed, but we don’t like when we put it in the computer, I mean, I’m sorry, in the system, it doesn’t transfer over for us to see. So it’s really not useful information. So.
17276927774 (06:58) Right there on the page that you’re on, you want an email address for baycare? No?
Naomi Denson (07:04) If you guys have, would you, how would you prefer to receive that just as you, they request or?
17276927774 (07:11) I mean, what happens? Well, what happens with baycare? If, you know, if all of ours, are they’re just they’re reappointments right now, there’s no, you know, no new ones specifically baycare will email myself and the provider that, hey… a, letting me know that the reappointment is due and B, emailing the provider with the actual click here to the online link to start the reappointment application. So it’s not a specific person it comes from at baycare app central, at Symplr dot, blah, blah, blah. So.
Jennifer Mikel (07:50) They.
17276927774 (07:51) reach out, can I talk? They reach out to us? We don’t reach out to them? So it’s not necessarily to put a contact person in there because they reach out to the provider and myself. So when that happens, I can either, then I can add at this point, give baycare cvo, one of your contact person’s number to add to when the provider’s reappointments are due to let you know as well, but you can’t do anything until I typically, because the radiologists don’t check their emails, I have to, then that’s why I get the notification as well, then I have to email them. Hey, check your spam mail, check your email for your reappointment application and forward it to me because they have the actual link and it’s specific to that provider. So even if you would, I see that they have a reappointment, and if I go in to log into baycare without having that specific click here, it’s not going to open up their baycare application. You have to have that specific link, that is emailed to that provider. Does… that make sense to you? No?
Jennifer Mikel (09:12) It makes sense. So you would just forward the application or anything that you get to the privileging at medallion co, email.
17276927774 (09:21) Okay. So then you would need to use the provider’s user and password to get into baycare, correct?
Jennifer Mikel (09:30) And then you would just add that to the external accounts in the profile. Okay?
17276927774 (09:35) So you need to email us that link of who were to forward that on to or?
Naomi Denson (09:41) That email that over?
Jennifer Mikel (09:45) So, all logins for the providers go under external accounts?
17276927774 (09:54) And then does it go back, but it’s going to.
13406900810 (09:56) change it’s. Going to change like their… how do you add that? Can we just go in and add, where do we add a new external link? Let?
Naomi Denson (10:08) Me, let me show you.
17276927774 (10:14) I don’t see anything. I’m just trying.
Naomi Denson (10:15) To share, reshare my screen, give me just one, one moment.
Naomi Denson (10:25) In the providers profiles… in each provider profile, they have their external accounts tab, huh, you would just add external account you would name?
17276927774 (10:38) It add for like my provider and baycare other?
Naomi Denson (10:42) Yes. And then you would name, you know, baycare reappointment login and put their username and password. Okay?
17276927774 (10:49) Okay.
13406900810 (10:50) I have a question on those external accounts. I have some that have like an Ohio license that expired in 2008, and it’s still asking like it’s not optional. I can’t like it won’t clear that section because it’s an expired login. Why are they? Some of them optional and some aren’t like.
Naomi Denson (11:16) a provider which can let’s finish the privileging discussion and then we can go go back to the, that question.
13406900810 (11:24) Okay.
17276927774 (11:26) So,
13522744714 (11:27) once you complete their application, then it is sent back to them to verify the correct privileges and sign up on it before it goes to the hospital.
Jennifer Mikel (11:43) What? Yeah, can you say that again? I didn’t understand the question. You’re you’re breaking in and out. I’m sorry, so.
13522744714 (11:52) Once you complete the application on your end, it has been sent back to the provider to review and make sure everything is correct and sign off on it. Yes.
17276927774 (12:05) Okay.
13406900810 (12:10) Now, that, will that come in an email or will it come through the medallion? Well?
Jennifer Mikel (12:16) Because that’s because that’s a delegated portal. It would be the same process that you guys have right now. So, because it’s a del, if it’s if we’re using the provider’s login, and you guys want us to sign on behalf of the provider that what’s your current process? Do you want us to send? Yeah?
13406900810 (12:37) No, even if we’re a delegate, we still can’t sign it, they have to be logged in as the provider, you can’t sign as a delegate? I.
17276927774 (12:48) would like to, after your person does it and does all the forms because there’s like 20 some forms to do, including the dop forms. I would like to go back in. So don’t submit anything and verify because you also have to upload all their documents as well and just make sure that it’s done properly and everything is put in there. So, yes, go ahead and do it and then let me know when it’s done. And then I’ll go in and check it just so until we get the flow going and know that, you know, I’m confident that you guys are doing it correctly, you’re uploading all the correct materials, you’re doing their dop forms correctly? Because each provider is different, you know… does that make sense? You okay with that? And?
13522744714 (13:40) Then what happens to the ones that the provider is sent a code? How are you going to get that code to continue on with their credentialing?
Naomi Denson (13:58) For their Jennifer, for their application. So.
Jennifer Mikel (14:03) That’s when we have to, if it’s a, we have to switch it over to a delegate to our email address. So we would have to call them and work with them to be able to get a code.
13406900810 (14:20) They don’t do that. On our end. They won’t do it for us.
Jennifer Mikel (14:25) So, what is your current process?
13522744714 (14:32) Get it from the provider?
13406900810 (14:35) Yeah, we got to reach out to the provider.
Jennifer Mikel (14:39) Okay. So, do you call the provider? Do you, again, are you calling them? Are you emailing them? What are you doing to get the code from the provider?
13522744714 (14:55) We can tiger chat them and hope they’re on and get the code from them that way.
13406900810 (15:07) Or, yeah, it varies depending on the doctor. We email some. We tiger, some, we text them. It depends on the doctor. Yeah. So when you.
13522744714 (15:18) get an,
17276927774 (15:19) outreach.
Naomi Denson (15:21) for a reappointment or you’re initiating a new appointment and they have to send the provider a code… you reach out to the provider, obtain the code from them via whatever method that is. And then you would share the code with our team for access? We don’t need our own code. Do we, if you’re reaching out to them to get their code to use currently… would you be able to obtain the code and share it in the notes on the request? When you request the appointment or add it to their external accounts? How do we typically?
Jennifer Mikel (15:58) Handle code? Yeah. So the code usually expires Naomi. So the problem with that is if we’re not able to get a like set it up where the code can also be sent to like our email as a backup or something like that, it gets very difficult because it’s like a 15 minute code, right? We don’t text providers. We don’t have this tiger system or that kind of thing. So it’s gonna have to be a one off where we figure it out for those systems if we can’t set up a delegate access for it.
Naomi Denson (16:36) Do we have any luck setting up delegate access for that with other entities?
Jennifer Mikel (16:41) Currently, yeah. So for ones like that, where it goes directly to the provider, we set up delegates. So because the provider will sign off on it ultimately and we go in and we’re a delegate on their behalf, we’re not changing anything where the provider no longer has access, we just set up portal access where we’re a delegate on their behalf.
13522744714 (17:03) So, okay. So I have another question for you guys. And this just recently happened with me. I have providers that have stayed on like PRM with their previous group. So they have hca facilities, and then I have my hca facilities, but you can only have one delegate. So these requests coming in if it’s set up under his other location, they’re getting the request for my reappointment. So how do you, how do you going to work that well?
17276927774 (17:46) You can keep it as you and then you forward it when you get the request, you forward it on to.
13522744714 (17:53) It’s not, I’m not the delegate on those other hca accounts. So they’re actually getting my applications as the delegate, and I get theirs when I am the delegate.
Jennifer Mikel (18:20) So usually I just call and work with the medical staff office to see what I can do to work out for those one off situations as well because those are just very rare situations for us. Do you have a lot of those cases?
13522744714 (18:40) I’m sorry, do you?
Jennifer Mikel (18:42) Have a lot of those situations because we don’t typically encounter a lot of those. Those are like one offs.
Naomi Denson (18:49) Okay.
13522744714 (18:51) Okay. Well, they can’t put… two delegates on an application. We should not be completing the applications for facilities that are not ours. This has become a problem here recently. So I don’t know how you think you can correct it because I’ve been in touch with the medical staff offices.
Jennifer Mikel (19:27) Well, just like I just said, it’s a one off situation. I usually reach out to the medical staff offices and talk to them and figure out what I need to do to get that application. Sometimes they send us a paper application because it’s not typical. I don’t have a lot of these providers is what I just said?
Naomi Denson (19:56) Yeah. And we’re only going to work the… reappointments for the specific facilities that you request in medallion. So if they get an outreach for a different reappointment at a different facility?
13406900810 (20:16) What was that? She didn’t mean to say facility as in to re, credential the facility, it’s re, credential the provider at the specific, right? The.
Naomi Denson (20:25) Entity, the provider at the entity. So we’re only going to be reappointing the providers at the specific entities that you request. So if they work somewhere else, you wouldn’t ask us to do that. So we wouldn’t action it.
13522744714 (20:37) Okay. But what I’m saying is you can’t access that application because there’s already a delegate on there from the other location.
Naomi Denson (20:48) Yeah. And as Jennifer stated, we will address that as it comes up if it’s not very common that we see. And if you only have a handful of providers that are in that situation where they stay on PRN and work outside of Ras facilities, that would require that. I wouldn’t imagine it would be a very frequent… occurrence. But the team would, Jennifer and her team would navigate that as those come up. Yeah.
Jennifer Mikel (21:25) And I can work with those medical staff offices for those providers and see what we can come up with for those providers that have those circumstances for you.
Naomi Denson (21:47) And then another question, Jennifer?
13406900810 (21:51) I would like to work like, okay. So I have a reappointment that I want to issue to you guys. I’ll go in, I’ll request it. I’ll put in the external account, username and password of the provider because this doesn’t utilize delegates. So it’s only the providers. And then you’ll go in… and your team will do it. And then it will come back to the provider to sign off on. Is that, does that sound correct? Is that exactly what I’m supposed to be doing well?
Jennifer Mikel (22:31) You just asked to review it first before we, before the provider. So I’m actually going to send an admin task after we complete it. So the admin will get an admin task first to review the application. And then after the admin has reviewed the application, they say, yes, it’s good. Then we can send it to the provider to sign off. Yes. So that’s going to delay the process if the admin takes longer to complete the task.
13406900810 (23:01) Okay. So why does, so, we have to have the admin look it over before the provider that’s.
Naomi Denson (23:08) what you guys just asked for?
13406900810 (23:11) Oh, that’s what Sandy requested. Okay. Yes. So can we do it on individual, like to say, just send it directly back to the provider?
Jennifer Mikel (23:25) You guys can make whatever you want.
Naomi Denson (23:27) Sorry, I,
13406900810 (23:28) mean, or does it have to be an all or nothing? Like an all or nothing? Or do we mention it somewhere when we request it? No?
Jennifer Mikel (23:37) So that’s one thing like you can’t put it in the notes. So, like, right? So we’re trying to set up a process for you guys so that it’s a smooth process. So if you want us to make a task, so you send it back and look at it, we need to know that if you want us to send it to the provider to review it, and you trust the provider is going to look at it and say, yes, everything’s right? Then we’ll do that. I.
Naomi Denson (24:00) Will say just if we go the admin task route, if some of you want to review at an admin level before we send it to the provider, gensteam’s going to create the task. But once you guys would keep an eye on those tasks, monitor them. And if you see one come through and you don’t need to do that full review and you want it sent straight to the provider, leave a note in the task and close it out and send it back so that, you know, no admin review needed, please send it to the provider and complete the task. But there’s no way to separate by individual requests or providers… to say task these and don’t task, these… does that sound good? Jennifer? Yeah, because.
Jennifer Mikel (24:41) Otherwise, it’s just going to get too confusing and it’s just going to, it allows more errors on our part. Because then you’re going to be like, no, I didn’t want that to go to the admin kind of thing.
Naomi Denson (25:00) So, how many reappointment requests or even initial appointment requests do you guys have that you’re holding onto right now to request for medallion to do… that? You’re wanting to get started with? I saw that you had invited 93 providers since our last meeting. 40 let’s see, 40… three had accepted the invitations and they’re starting to complete their profiles and sign their agreements. Do?
13406900810 (25:26) You have, can you tell where, when a provider has signed his agreement somewhere in our overview or how can we?
Naomi Denson (25:34) So you can see that in?
13406900810 (25:36) Think about it. You could be able to see it. You can.
Naomi Denson (25:40) See it directly in their profile if they’re on the provider directory tab, if their name is, yeah.
13406900810 (25:44) But I don’t want to go to every person and see, right? I just want to like a rundown of who’s accepted, signed their agreements, and who hasn’t yeah.
Naomi Denson (25:52) That’s in the provider onboarding report in the analytics tab that I showed you right here. So analytics provider onboarding, and you can see if they’ve signed up. They’ve accepted their invitation. Have they signed their agreements or release forms? It’s going to say false here or true? If they have, you can export this report to get a full view of all of the providers. But as of right now, looking at this… if we look at no profile action required in the filters, you’ve got these seven providers who have done everything that they need on their profile and there’s nothing missing. So that filter was again filter, no profile action required. And these would be workable providers at this point.
13406900810 (26:53) Okay.
Naomi Denson (27:00) But you can also see in the, so that’s the provider onboarding report. And then you have the provider summary report. This is that really big report. But all the way at the end of the report, you… can see their last attestation date. So you can see they’ve logged in, but they haven’t attested, this provider has attested their profile.
Naomi Denson (27:32) So, you can see it in multiple areas in the platform… and you can filter.
13406900810 (27:39) That’s a crazy report. Yeah.
Naomi Denson (27:41) It’s a crazy big report. Yes, totally. Yeah.
13406900810 (27:45) Because by the time you get back over to the left or the right, you don’t know who you’re on.
Naomi Denson (27:50) Yeah, and you can filter it down by name, but you can export this into an excel file so that it’s easier to keep track of. And that way you can hide all of the rows that you don’t need. So it’s not so big.
13406900810 (28:06) Yeah.
Naomi Denson (28:07) But, yeah, this one’s big and helpful for a lot of different things and useful for a lot of different things. But if you’re just looking at this end of the report, you can export it and then delete all of the columns that you don’t need so that it’s minimal and you don’t lose track of where you are.
13406900810 (28:24) Okay. You.
Naomi Denson (28:26) Can click. So if you find a provider on here that you want to look at, you find their information, their name right here, just click on the line. So it highlights when you scroll over, so you don’t lose, which?
13406900810 (28:40) One you’re looking at? Oh, okay. All right. Speaking of that provider can, are we set with those that privileging stuff where I can go back to the external accounts?
Naomi Denson (28:52) Yeah. So let’s see charon rubes, rubies. Oh, I do have one more question real.
Jennifer Mikel (29:00) Quick. Oh, sure. Do you know which facilities that you’re going to be submitting first? So I can start working on those sops and then share those with you guys for review.
13406900810 (29:13) My first one is going to be uf, health, st John’s flagler, hospital.
13522744714 (29:32) I had providers that were invited.
13406900810 (29:38) I mean, these aren’t due till may, but, you… know?
Naomi Denson (29:46) Yeah, that’s it. So, just looking at Amy charon, she’s logged in and accepted her invite, but she has not signed her agreements yet.
13406900810 (29:57) Okay. That’s not what I’m asking though. Somebody.
Naomi Denson (29:59) Else had asked about her if she was good to go. You said, speaking of that provider?
13406900810 (30:05) No, I said, speaking of that provider, I want you to look at her external accounts.
13406900810 (30:18) So, Ohio, she doesn’t have an active Ohio license or a Kentucky license anymore, but you’re asking the system is asking for login information. How do I, how do we ever fill that out? So you?
Naomi Denson (30:37) Can skip it. We’re only ever going to require that be filled out if you requested an Ohio license or renewal from us. So you can skip.
13406900810 (30:45) That, so that will never have a green check mark. That person will never have 100 percent done.
Naomi Denson (30:51) Not if you do it that way.
13406900810 (30:52) Why does it have it as, why does it have it where you can’t you could add external accounts, but why can’t you remove external accounts?
Naomi Denson (31:00) Because with the licensing product in your contract with those requirements being turned on any license state in here that would require us to have a login is being flagged for that login in case any work is required in the future?
13406900810 (31:16) But some have them and some don’t which I don’t get like on some of my Florida gut people, they have it or it’s a requirement for ama. I don’t have ama logins.
17276927774 (31:32) Actually, none of my grads use ama, so I don’t have any.
13406900810 (31:35) Idea.
17276927774 (31:36) But,
13406900810 (31:36) on the do providers, it’s required in the external accounts to have a login?
13522744714 (31:45) Well, why can’t the takers log in information? You’re never going to have that because we’re not well, that’s an.
13406900810 (31:54) Optional one. But the fsmb one is required in the not for a do dos. Are it’s required for a do?
Naomi Denson (32:06) Yeah. So all of the requirements in the provider’s profiles are specific to their profession type and what kind of licenses they have or don’t have? So this is an MD. So that’s.
13406900810 (32:18) the external accounts aren’t going to matter even if they’re required unless we are requiring a renewal of that license, right? Is that what you’re saying, right?
Naomi Denson (32:33) So, it’s going to show as required because the license is in there, but it’s not going to affect other work being done.
13406900810 (32:42) And what do you go into the ama for? Why is that required? I’ve never had a want to go in there… that’s not right? They go into.
Naomi Denson (32:54) Ama. Okay. Thanks Jen, the.
17276927774 (32:56) Cbo goes into ama to verify their education.
13406900810 (33:00) Jennifer. Yeah.
Jennifer Mikel (33:02) So we use that for tjc. So if you have our tjc product, we use that for MDS, just like you said to verify their education.
13406900810 (33:12) So, since we don’t have that, why does it still have to be required? It’s.
Jennifer Mikel (33:19) not required. It says optional, no.
17276927774 (33:21) It says optional that’s for.
13406900810 (33:22) an MD, but if you go to a do’s account, it’s going to say required.
17276927774 (33:37) You can go to Corey rizzardi, he’s a do. Yeah, rinden, either of them.
Jennifer Mikel (33:45) Naomi, if it says required that needs to be turned off, that’s an error… go to 91 percent right there? Yeah, I would get them to take that off. That’s optional.
Naomi Denson (34:00) Can we do that? Make the ama, aoa? Yeah.
Jennifer Mikel (34:08) That’s not a requirement. I mean, that’s something that we pull for verifications for tjc. So, I’m not even from a licensing standpoint, they shouldn’t need to provide their login for that. You can double check that with Tristan, but they shouldn’t have to provide that login. That should be optional as well.
Naomi Denson (34:29) Okay. Yeah, I’ll flag it internally and then Adalee, if they say that we can make it optional, can.
17276927774 (34:35) we do that configuration. So, if I’m at 91 percent, if I’m at 91 percent, is that the last thing remaining is his agreements to sign? Yes, correct? Okay. Do you have a, do you have a sample email that we, that letter that we’re sending the providers?
Naomi Denson (34:52) A sample?
17276927774 (34:54) To let them know to let them know to log on to medallion, and do.
13406900810 (35:00) their agreements?
17276927774 (35:01) Verification?
13406900810 (35:03) Yes.
Naomi Denson (35:04) So, once they’ve logged once they’ve been invited, if they, one, if they haven’t accepted their invitation, they’re going to get up to five reminders until email reminders saying that they’ve been invited to join medallion via Ria. And then after they have logged in, anything that’s outstanding or left to be done, they’ll get a weekly report that says you have outstanding tasks in medallion or profiles incomplete, you have profile completion reminders and that was in, let me see.
Naomi Denson (35:40) Let’s see if I have it for you yet.
17276927774 (35:42) Where do we send? Yeah, how do we send the request?
Naomi Denson (35:45) It’s automatic… and I’ll send. So I have something that I will send over and share with you that outlines all of the automated email notifications for admins and providers that they would receive and what they are for. So.
17276927774 (36:03) For him right there, since he’s pretty much ready, where would I go next?
13406900810 (36:09) You go to members and request his invitation. So go there. And then,
Naomi Denson (36:20) so, this one, you would send the invitation here. Would you like me to do this for you? Sure all right now he’s invited, he’ll get reminders up to five reminders over the course of the next few weeks. If he does not accept it right away, if he comes back and says I can’t get it, I’m not finding it or it’s discovered that the email’s wrong, you can either resend it, re, trigger the invite to go out, make sure you tell them to check their spam folder. And if the email needs to be changed, you can do that through here as well.
13406900810 (36:52) I want a question from one of my providers. He’s actually.
17276927774 (36:54) Going to text his email. So, so,
13406900810 (36:57) Ray, tell him.
17276927774 (36:58) That it’s coming from. So it’s coming from medallion dot something.
Naomi Denson (37:02) It’ll say medallion team.
13406900810 (37:05) Okay. So, I have a question. One of my providers clicked on that email, right? And when they clicked on the email, there’s this big green box that comes up to download caqh information. Why does that come up? Because they shouldn’t be downloading anything from caqh?
Naomi Denson (37:30) Can you give me an example?
13406900810 (37:33) I can’t because it’s on the providers, but when they click on that after they receive their invite, it says, you know, start here or something like that, right? They click on that. It opens them up to their profile, right? And there’s this big green box up on the top saying, caq, yeah, that caq profile linked review and add data. I don’t want them to go in there and review add data.
Naomi Denson (38:04) Okay. So that was something?
13406900810 (38:06) That we had discussed.
Naomi Denson (38:08) Yeah. We had discussed previously about that with the option that I offered early on for the customized provider import or provider invitation where you guys could customize the language, one of the samples in there that I gave or examples in there of what you could like… put in the invite to direct them to the correct places. We’ve already completed your profile for you. Do not link your caqh. Again, do not change anything. If anything’s incorrect, reach out to. So, and so at Ria, to discuss, but do not make any changes like you guys had the opportunity to customize the invitation, but we had opted not to do that.
13406900810 (38:55) So, I guess we didn’t.
Naomi Denson (38:56) understand that completely.
13522744714 (38:58) We.
13406900810 (38:58) thought customizing meant put our logo on it and stuff like that.
Naomi Denson (39:02) Yeah, it puts your logo on.
13406900810 (39:04) It, but you can customize.
Naomi Denson (39:04) The language that’s in it as well to be specific to your organization.
13522744714 (39:11) So, we, well.
13406900810 (39:12) They don’t probably read that anyways, that first initial. They just click on the start here. So, or get started that’s what it is, so.
13522744714 (39:21) They’re.
13406900810 (39:22) not going to read all that, but so there’s no way to take that green.
13522744714 (39:28) Box.
13406900810 (39:29) Out of there.
Naomi Denson (39:31) No, it would rely on you communicating to the providers to, you know, whether it be from the invite here or the communication that you’re sending out to them before you’re inviting them to say, don’t link your caqh, don’t do any of this, like just accept the invite. Well, why?
13406900810 (39:47) Is it there? Why is it there? Because we’re because.
Naomi Denson (39:50) we’re not, I can jump, I can jump in on that as well. That’s what makes medallion user friendly and easy for providers to navigate so that they, that’s standard across all medallion provider profiles that it’s supposed to guide them and direct them on how to complete their profile from the get go.
13406900810 (40:09) That’s what?
Naomi Denson (40:09) Makes it user friendly, provider friendly and easy to navigate. They can see here that it’s all correct. So, your communication with them, if it’s already done would be just to go in and review their agreements and attest to their profile.
13522744714 (40:26) So, if they’re not creative, they have to create, when they get the email, do they have to create an account?
Naomi Denson (40:34) Have you already created their account by inviting them to the platform? So they already have the account? The only thing they’re going to be required to do is create the, their password?
13522744714 (40:46) So, if they don’t get that email to create that? What are they supposed to do? Because I have had several, even though they go to the get started and request all this, they absolutely are not getting the email to reset their password.
Naomi Denson (41:09) To reset their password?
13522744714 (41:12) Or to create a password? Oh.
13406900810 (41:16) I’ve had a couple providers that say it takes a while and they get two every time… they get two links, the same link twice in a row that says create new password or click on this for new password. Do you have an example of a,
Naomi Denson (41:33) provider, why does that happen?
13522744714 (41:35) Or sometimes they’re not getting any email, do?
Naomi Denson (41:40) You have an example of a provider that I could look at?
13522744714 (41:44) Well, dr, alls did not get an email he was invited?
Naomi Denson (41:51) What’s the last name?
13406900810 (41:53) A UL2.
13522744714 (41:55) LLFL.
13406900810 (41:57) As in Larry… no.
Naomi Denson (42:07) A UL.
13522744714 (42:09) LF?
Naomi Denson (42:12) Why is this doing this? Hold on?
Naomi Denson (42:25) Oh, it’s because I did this hold on.
13522744714 (42:39) And you said that they could not add to where they could just type in their name and have that utilized as the signature. You stated, they literally have to draw their signatures.
Naomi Denson (42:54) Yes, they do have to have a physical signature in there. It can’t just be a type name.
13522744714 (43:01) And the reason for that is why, because on applications, you can just type the name.
Naomi Denson (43:08) Because they’re signing a legal agreement with medallion and medallion’s requirements are to have a real signature when they’re signing those agreements.
13522744714 (43:28) Okay. So, dr, alls, yes, I’m calling you.
Naomi Denson (43:35) Amanda, oles, yeah.
Naomi Denson (43:53) Looking on our, this is our backlog email system. She received her first invite. It was delivered on March 20 fifth. She received a reminder on March 20 eighth. She needs to check her spam folder.
13522744714 (44:07) Well, she told me she did so. Is it possible these just went out in, la land?
13522744714 (44:20) I mean, I’ll get with my, it, but I have had several of them say they are not getting those even though your system is showing, they have.
13406900810 (44:33) And can you see that like two links… for the password come up?
Naomi Denson (44:59) So, when they click the join now or start here?
Naomi Denson (45:07) It’s not going to let me do it because I’m not her.
13522744714 (45:21) So…, if I have some more that say that, do I just go to support and ask for help? Or, how am I supposed to get assistance to get these doctors?
Naomi Denson (45:33) In just one moment.
Naomi Denson (45:47) Yes, if they are having trouble logging in, you can always go to support, but I just want to try to figure… out.
Naomi Denson (46:10) Yeah, it’s not killing me that.
Naomi Denson (46:19) Adalee, do you know when a provider accepts the invite and they click join. Now… I think it’s they get the medallion login screen and then it’s like… set up login, new user. Let me see. Yeah. So they… would click. So when they click, that… get started button, their email address is going to be populated here for them. And then they’re going to click sign up… and that’s going to take them with that email address to connect it to their account to create their password?
13522744714 (47:03) Right. But that’s what I’m saying they’re not getting that email with the link to set up their password?
Naomi Denson (47:12) Because you can give me a couple of different names and I can check, but as I showed you here, it is delivered, it was delivered to them. So it is there somewhere, it’s coming from, no reply at medallion co, shows his medallion team. I.
13522744714 (47:26) Understand that. But I’m not going to sit here and argue with my doctors saying, hey, you got it somewhere? Check your folders. If they’re telling me, they don’t have it. What is our next step? Can we re, request it?
Naomi Denson (47:40) Yeah, that’s what I was just showing you here in the members tab. If they, if they have not sent it, you can re, trigger it from the members tab. Okay? Under members. If they’ve invited. So you can see invited invite accepted, invited with no invite accepted. You just hit this little paper airplane or click the three dots over here and say resend invite. Okay. They are getting reminders every few days. So, this one exactly.
13522744714 (48:13) So, once when they get that reminder, can they do, can they sign up from the reminder? Yes.
Naomi Denson (48:19) That’s what? So this is the reminder email for her and it’s saying this is a reminder. Join. Now, this is the link okay, to go through. So the reminders, each reminder will have a link in there with access. They don’t have to go dig for the original invite. Okay? And then just make sure you’re confirming that their email address is correct in medallion. And there, I’ve had some providers that have multiple email addresses and they’re checking the wrong inbox. So just verify with them which inbox they’re checking if.
13406900810 (48:53) they have. Can you see that a provider received two back to back requests to change like that link to change their password or create a password? So.
Naomi Denson (49:05) In here, this, our email system that I can check on the back end. If she had opened this, she hasn’t even opened no.
13406900810 (49:13) Can you check another one for me? Dr… Alvarez? Yeah, a LVE.
Naomi Denson (49:37) She already accepted her invitation and logged in, right?
13406900810 (49:41) He did, but he said he received two links and he wanted to know why. And I was like, I don’t know. I.
17276927774 (49:50) Can’t back?
13406900810 (49:51) To back like he requested to change to get a login, I mean to get a password and he said he received, the, you know, the thing. But it came there two emails back to back with the same information.
Naomi Denson (50:08) I’m only showing.
Naomi Denson (50:20) The original invite I’m showing the original invite was sent and delivered and it’s showing that action was completed on the task for accepting invite March 20 seventh. And then yesterday, they received an email for their provider weekly report, which is where they’re flagged for any outstanding or missing items.
13406900810 (50:40) So you can’t see in the system that it sends them that link for the password?
Naomi Denson (50:48) I don’t see one for him. You can see this is what the weekly provider report looks like. That shows what is still missing.
13406900810 (50:55) There’s a glitch in your system then because it sends the provider, two email links to change their passwords when they’re first logging?
13522744714 (51:06) What if the provider does not want to receive these weekly reports? They don’t have time for that’s. What they’re relying on us to keep up with?
Naomi Denson (51:17) So I can turn the provider profile completion reminders off in bulk for all providers or if it’s a specific provider that doesn’t want to receive them, but others do, they would manage, their email preferences or you can manage them for them through the email preferences tab here and turn it off.
13522744714 (51:37) Can you walk me through that? Yeah. So they,
Naomi Denson (51:43) have the provider profile. I can, like I said, I can turn it off for all providers on the back end, but I can’t pick and choose, but if it’s a specific provider, you can manage their email preferences from what they’re seeing through their provider profile, email preferences and you just turn them off. Okay?
13522744714 (52:07) Because they’re gonna get, they’re gonna be like, what is this? And why am I getting it? And what do I need to do? And, and they’re not gonna want?
Naomi Denson (52:14) That, yeah, that’s part of what we had talked about previously, the communicating to providers to announce medallions. So, you guys were going to discuss that internally about sending out a communication to your providers ahead of the invites going out so that they’re not surprised or confused. Well, and I don’t know if you guys are doing that.
17276927774 (52:36) We had a board meeting and they, mine have all been advised. So.
Naomi Denson (52:41) Okay. Yeah. So they should be aware of what’s coming. And there shouldn’t be confusion. I also had shared the provider packet with you guys at the beginning of implementation. That is like a checklist with instructions. So, what is medallion shows you what they’re supposed to be doing, how to complete their profile, walkthroughs and tutorials, the requirements, and then down at the bottom, there’s other helpful resources that you guys can share this with your providers?
17276927774 (53:17) Can you resend that? Just so I don’t have to search for it?
Naomi Denson (53:20) Yes, absolutely.
17276927774 (53:21) That’d be great. Thanks. And then.
Naomi Denson (53:24) I’m gonna drop the link in the chat as well for you.
Naomi Denson (53:32) We are almost at time. I did just want to touch on a quick reminder about the licensing, the auto renewals. There are still some out there that are in requested status. So I need you guys to let me know or reach out to support to have those stopped. If you do not wish for them to process after you’ve invited your providers?
17276927774 (53:53) Yeah, you can put all of mine to stop. Yeah.
Naomi Denson (53:56) So, I don’t have a way to determine whose is whose. So you guys have to either reach out via the support center like I had. Oh, yeah.
13406900810 (54:05) You were going to show us how to make teams?
17276927774 (54:07) Or something… to?
Naomi Denson (54:10) Make teams? Yeah, I had sent over the instructions, but the teams is in the members tab Create a new team. You’ll give your team a name and you can either assign it by group or practice location that they’re associated to or you can toggle this button off and choose specific individual providers. You can type in here to do that. And then you would assign a team manager. So who on your team is going to be overseeing and limited to this team? Now, keep in mind any providers that are in these teams and the admins or team manager, team viewers that are assigned to them. They can only see those providers. They can’t see any other providers outside of their assigned team.
17276927774 (55:09) And where do you, where do you go in to turn off the state licensing?
Naomi Denson (55:16) To turn off the state licensing?
17276927774 (55:19) Yeah. To the.
Naomi Denson (55:22) Auto renewals. Yeah. So that’s in the, you can do it either through the provider’s profile or through the existing licenses tab, so you guys, we set this to opt in. So if it’s opt in, let me see. Are they?
17276927774 (55:40) All set at? No right now? No, I.
Naomi Denson (55:43) Know some of you have been working through and setting them to, yes. So if you have enabled it and you want to disable it, click, disable to… turn it off if you don’t want those auto renew requesting and you want to manually request licenses as needed?
17276927774 (56:01) Can you make it per state? Like if one you did want to renew, and then the rest you didn’t because, yeah.
Naomi Denson (56:08) So, it’s by state. So this is set for his Florida license. If he had other licenses, you would have to individually enable each one. So, and you can filter this by state. If you selected a state that you wanted it to turn off or turned it on. But now you need all of those states turned off, you can filter by state. And then once they have teams, you should be able to filter by the team that they’re in as well to narrow it down. Further. Okay? But there are some requests in here that are queued.
Naomi Denson (56:45) And what?
17276927774 (56:49) When I want to add, and if, you know, because I have several that are might be, you know, joining. They’re always searching, I just go into providers and then add.
Naomi Denson (56:59) You can do it. Yeah, if you have a new provider that’s onboarding, you can go to providers and do invite provider or you can go to members and click invite member. There’s two different ways to do that.
17276927774 (57:11) So you have to do that first. But how wouldn’t you want to add all their information first before inviting the member?
Naomi Denson (57:18) Yeah. So you’re inviting the member, the provider is the only role type that you have the option to uncheck this invitation box. So it won’t send them the invitation until you’re ready, and then you will come back in here and click the send invite button. Okay? You just have to make sure to uncheck this box. Otherwise they’re going to get the invitation right away. Okay?
13522744714 (57:40) On the.
13522744714 (57:50) yes. Do we get a notice?
Naomi Denson (57:54) I’m sorry, you, were you cut out for quite a while, all I heard is on the, so.
13522744714 (58:02) When, if we leave the auto renew for their licenses on, once that license is actually renewed, how do we know that it has been finalized?
Naomi Denson (58:19) So, when our team is working a licensing request and they mark it as issued by board or complete, it will send a notification email to the admin to let you know that request has been completed.
13522744714 (58:35) Okay. So since some.
17276927774 (58:36) Of these, they no,
13522744714 (58:37) longer send out actual hard copies, you have to download it at that time. Is your team downloading those and entering them into that to update that license, I’d.
Naomi Denson (58:52) have to verify that with the team on that situation because historically, I think they were mailing them out the physical copies of the new license to the providers, but I would imagine we’re using the provider’s email and they would be sending it directly to the provider… but I’ll have to verify that with the licensing team.
13406900810 (59:14) And also, are they going to send out a copy to all the hospitals and stuff like that they require when something is renewed? No, that is not something.
Naomi Denson (59:27) That we manage only if there’s a current application or request in process for?
13522744714 (59:33) That hospital?
Naomi Denson (59:34) But we don’t send them out to update them… okay?
17276927774 (59:40) There are several subspecialties… that aren’t listed. So, like when you go into professional info, and then the, where you can add a second specialty. Like it doesn’t list body imaging or mri imaging that you could choose for those or abdominal imaging, you know, it only has some of the basic ones. Is there a way to add some of those? You?
Naomi Denson (60:08) Can send me a list of the ones that you’re looking for that you’re not finding, I can put in a ticket to request. Perfect. It can be added just like we did with the diagnostic radiology?
13522744714 (60:20) Okay, perfect. Okay. So going back to what you just said, that you guys do not update the hospitals with stuff. But as you’re taking us out of that delegate position, we’re not going to be notified by the hospital because that’s going to go to you guys now, no.
17276927774 (60:42) You know, when you renew something and, you know, who you send the renewal to, you, just do what you’re continuing to do. If you renewed a license, send it to your like me, I send it to the cvo and there’s all kind of techs that need their licenses, the mamo, techs, the mri techs, and all the baycare outpatient imaging. You know, who you send the renewals to?
13522744714 (61:10) Okay. But what I’m saying is what I’m saying is I get noticed like so many days ahead of time. Hey, this license or a BLS… or whatever is due to expire in so many days as you’re taking us out of that delegate role, we’re not going to get those notices, but you’re not going to provide to them once you receive that renewed is.
17276927774 (61:44) That right? If you’re still on the email list for your hospitals that you send, I’m sure they’re not going to take you off.
17276927774 (61:57) But, you know, when something’s renewed, right? And you send… the renewal, can you figure out the?
13406900810 (62:06) Privileges situation?
13522744714 (62:11) The, what?
13406900810 (62:13) Privileges weren’t we waiting on an answer on the privileges? Yeah.
Naomi Denson (62:17) I have a meeting with our privileging product manager tomorrow afternoon. I believe it’s tomorrow afternoon and I’m going to have more answers then. Oh, okay. But we kind of veered off. Jennifer had to drop and I actually am late to another call. So, let me follow up on those and let me see. I think when Jennifer’s doing the appointment applications, that she’s still listing you all as the credentialing contact. If you’re listed in the provider’s profile… but let me verify with her how the notification, if you still get notifications even though we’re a delegate.
17276927774 (62:55) Okay. All right.
Naomi Denson (62:57) Thank you, everyone. I will be in touch shortly.
13522744714 (63:00) Okay. Thank you.