Transcript
Collette Waddell (00:00) well, afternoon here.
Pat Weiler (00:02) It’s afternoon here as well. Hi, there.
Collette Waddell (00:04) How are you? Good. How are you doing, Pat? I’m okay. Thanks. Hi, Romel. Hi, Collette. How are you doing? Hi, Pat.
Pat Weiler (00:19) It’s fancy seeing you hearing you right now?
Collette Waddell (00:22) Hey, Chris. How are… you doing? Jenna? Good. How are you? Hey, everyone?
Pat Weiler (00:31) Hi, there.
Collette Waddell (00:36) Real quick, Pat, I realized that I never sent those encrypted files for the medicaid, the historical medicaid exclusion data that I told you. I was going to try to send everything in one email. So you had it. I got, I just sent that over. Thank you because we use like data.
Pat Weiler (00:54) Encryption.
Collette Waddell (00:55) Like file encryption software when I was like scanning the data, secure hyperlinks, it looks like two of them, those links will expire after when I refresh the link, they’re good for 90 days, but I can always like resend it. There’s. Two on that email. As I was hitting send, I noticed one of them says like expiring and some like it wasn’t 90 days. So I think there’s two that I might have to like regenerate a new link and it’s just, it’s this like tool that I have to use. And so I didn’t catch it before I hit send.
Pat Weiler (01:32) Okay. Available for 90 days. I see all of them available for five days.
Collette Waddell (01:38) Okay. I think that might have been from, yeah, earlier this year.
Pat Weiler (01:41) Yeah. And then 36 days. Yeah, it was a recent one from January, but that’s okay. Let me just try to get to it before the five days. And then I.
Collette Waddell (01:50) can get to it. Yeah. And again, these are stored here. So if we ever need to resend them, like I have access to that, so we just try to send it securely since there’s so much data in there. Sure. Yeah.
Pat Weiler (02:03) Yeah, absolutely.
Collette Waddell (02:05) So, always send. Yeah, I appreciate that. And then the credentialing team now that it’s April first, they’re gonna work through getting all the ones for the April report. So usually it’s like a few days after the first of the month that like I’m able to start sending them out. It’s like as they just work through all of the customers top to bottom that they have to pull. So that will be coming.
Pat Weiler (02:31) Okay. Appreciate that. Thank you. You’re.
Collette Waddell (02:36) so welcome. And then, Romel, I know you had a question about the resyncs for caqh applications. I thought maybe we could just do a walkthrough together on the call. If that’s helpful. Do you remember the email that you sent? Maybe? Is your camera frozen? Your camera might be frozen? What?
Pat Weiler (03:05) Was it on Collette? Oh, there.
Collette Waddell (03:07) She, is, it was, Romel had just sent an email. It was lagging. I didn’t hear you, Collette. I’m going to turn my, I don’t know if it’s my connection. I’m going to turn my camera on. It might be on… okay, it might be on. I just want to make sure. So, Romel, you had just sent an email, okay… a day or two ago about how to know when you need to like re, trigger that caqh import. So, I was thinking that we could just jump into the platform. Oh, it would help if I’m sharing my screen hold on a second.
Collette Waddell (03:51) Forget about that. Okay?
Collette Waddell (04:02) So when you are, this is maybe how I’m… just going to start talking in this where we are now in the platform and then we’ll move over because there’s like a few different ways you can kind of like monitor or review the success or unsuccessful of the caqh import. And so when you’re in the credentialing under the request queue, this is all of the quote unquote open credentialing file applications that you know, haven’t been processed yet and you know, pushed through. So this is where like if you see this app completed column, this is think of this as like the app submission like it was like submitted by the provider, although for antidote, the providers aren’t actually logging in. We’re just doing that import from caqh. The success of the import will then trigger a date to be populated here. So like if I scroll down a little bit, this shows me that we actually successfully synced that import from caqh. There’s likely another reason why that this is paused. But anything with an na like if you hover over it, you can see here like it gives you in the little bubble about like what’s still outstanding in that profile in order for it to be like marked as like submitted so that our team can then go in and start verifying everything, process it for you. And so you can use this as a place and then for example, let’s just jump into this provider. Here. There is this little link symbol here next to their caqh number. So this will actually take you directly to that dashboard that you can also access from that provider tab. So you can see this one was completed. But this was from back in September and it looks like this is a new request.
Pat Weiler (06:24) Meaning, sorry?
Collette Waddell (06:29) Probably just need to like re, trigger this for this one. In particular. I’m thinking maybe we started a file but never moved forward with it. So, and.
Romel C. Smith (06:39) That was the reason why I asked because I’ve noticed that I’ve had to re sync, you know, recently like quite a few. You know what I mean? So I was just asking like, is there a way that I can see like I guess that’s the way that you were just showing me that, you know, if it doesn’t have that date, then you just go in there and like re sync it. Yeah, because then it’s just sitting there and that’s just kind of like, you know, I wouldn’t know unless in like when I get the request and they, you know, check in status. And then like that’s when I find out.
Collette Waddell (07:16) Yeah, it’s this is providers application import tool here. This is, it’s kind of it’s kind of hard to describe but it’s almost like this is just where you go to like tell the platform. I need you to pull the caqh application for this name, who has this caqh id number. So… it’s almost like where you go to like tell the platform to like go out and like query that data in. So there could be multiple… like Robert Hannah’s listed here if that makes sense? I don’t know if that makes sense when.
Romel C. Smith (08:11) You’re saying that it could be multiple Robert Hannah’s.
Collette Waddell (08:15) yeah. So let’s just say in this scenario, let’s say back in September of 25, Robert Hannah was added to the platform and, you know, there was a file that was open, a credentialing application that was opened up and initiated. And you know, this, that September, it was like the first import attempt was from September but then that credentialing file for whatever reason was archived or closed out or, you know, maybe we, the provider was deactivated. But then he’s coming back, this table here doesn’t know like you have to add that person’s name back into this queue in order to start like a new. It doesn’t know to start querying again because when we were looking at it just a minute ago, it said complete because in September, it was completed. But because we have a new application open for him, this doesn’t know that there’s a new one and it needs to be pulling… in from caqh again unless you trigger it, if that makes sense.
Pat Weiler (09:30) So, let me ask you last week, was it there were, I think 18 or what have you around 20 that were old and we need to, we needed to re, request initial credentialing. So your staff had to archive them. And then I requested initial credentialing on those. Would these fall in this category or? No, that would, it would just kind of generate a brand new like flow from the beginning as if they were a new one or?
Collette Waddell (10:04) No. So what? Like a new application file, a credentialing file gets opened, but what doesn’t happen in that? Same? Like the other step has to happen here. So, I’m.
Pat Weiler (10:22) wondering if those are the ones Romel, that you saw that like they were around 20 of them. I think 1,819. So I’m wondering if those were those and then, you know, I need to know that going forward that there’s.
Collette Waddell (10:36) more than.
Pat Weiler (10:37) That there’s that step that I needed to do as well as request initial credentialing again. So.
Collette Waddell (10:45) Yeah, it’s like… they don’t like these two different like places don’t really talk. I’m trying to figure out how to describe like talk to each other like they do, but they don’t like it’s.
Romel C. Smith (11:03) confusing.
Pat Weiler (11:05) Well, we’ll just have to make sure to look for those, you know, on a daily basis. We can filter those because I have another topic to bring up after. And then that’s just maybe one of the things that we need to have to filter for on a regular basis. Yeah. And.
Collette Waddell (11:21) Romel, did that help? Just kind of, well, maybe I’ll like use just, I can just do maybe this provider.
Pat Weiler (11:32) And remote like newer ones like the two today that I did, they’re gonna be na, because the profile is not done yet. So not all of them like the,
Collette Waddell (11:42) NS, okay. So.
Pat Weiler (11:44) You just kind of have to look at the date, maybe like the older ones or you have to hover over and see why? Yeah.
Collette Waddell (11:51) Yeah. And so using this provider here, Eric striegel, you know, this request was generated to do the application was generated, to start back in February. But when we go into the profile and then jump to the caqh thing here, we can see that this one it’s currently sitting in that action required bucket because they need to reattest to their caqh profile. And then.
Pat Weiler (12:22) you.
Collette Waddell (12:23) can see here, the platform tried to last re, sync it this morning and we’re still getting that like error from caqh. So, this just kind of tells you. And then if you hover over this little icon, you can see like the outreach emails that they’re receiving from the platform saying, please action required, please attest to your caqh account. So they do get those. And when you hover over that, you can see, you know, the email addresses and the dates that they’re sent.
Romel C. Smith (12:54) Okay. So.
Pat Weiler (12:56) That would be the kind, the credit contact. Can you hover over that again real quick? So it’s sent to his Gmail. And then Katie Watkins, I assume that it’s, the correct contact?
Collette Waddell (13:08) Okay. Yeah. Okay. So.
Pat Weiler (13:11) You do reach out, how many times do you reach out before just forever until we do something with it or what, what’s the cutoff? What’s yeah.
Collette Waddell (13:18) So the platform will continue to send like you can see these are sent weekly… or here here. Hold on. What is it? This actually is just sorry, I keep moving my mouse and then it, those are a couple of days apart. I thought it was just, yeah, it looks like it’s actually more frequent than weekly. I could have sworn it was weekly. It might be every couple of days in a.
Romel C. Smith (13:49) Few.
Collette Waddell (13:49) Days. Yeah.
Pat Weiler (13:55) OK. And then, yeah. So then it just so you keep reaching out until.
Collette Waddell (14:04) Eventually, like if I were just to think here like I’m now just kind of expanding here. So… it’ll re, sync each import every 24 hours while we’re waiting for the requirements. At some point, it does time out and will move to unresponsive. I don’t know what it’s like usually like a long time before it gets here. I will try to get clarity. I thought they had added it here in the little notes section, but I don’t see it in here.
Pat Weiler (14:47) But there have.
Collette Waddell (14:49) Been some where the outreach attempts is pretty extensive. So, okay.
Pat Weiler (14:57) And.
Collette Waddell (14:57) again, all that means is if you were to let’s say it, let me and, you know what? Let me just like refresh this because I want to see, I don’t want it to limit to just that provider.
Collette Waddell (15:22) So, like this provider… started in January and we’re still sending it, and.
Romel C. Smith (15:34) I guess we need to make sure too because I’ve seen those were actually sent out to antidote people. So… yeah, those are the ones, those are the ones Pat I showed you that I was working on.
Collette Waddell (15:47) Yeah. And when you’re adding those providers from that like bulk import tool where you have to put their like first name, last name id number, there’s a contact. Yeah, that credit contact that’s what we’ll get. Yeah.
Romel C. Smith (16:01) I’ll make sure that field is there most definitely when I upload. Yeah. And,
Collette Waddell (16:08) that’s just that’s also. Yeah. So we can make sure that there’s an email going out to somebody tied to that provider. So.
Pat Weiler (16:17) Would you pull that through? Would you pull that information… from the cqh? Let’s say we don’t have the credit contact, you know, for example, but then we have the cqh, you know, the first name, last name, mpi, cqh id, for example. And then, you know, I would upload it this morning. Would the system grab the credit contact, the name, the email phone number, whatever?
Collette Waddell (16:44) Yeah, you can see here. Yeah.
Pat Weiler (16:48) Okay. So.
Collette Waddell (16:48) This did import. Yeah. And so, again, but I know sometimes the caqh profiles can list a variety of credit contacts that, you know, might help that provider with like one relationship that they have, but not everywhere. Else. So, our platform doesn’t know which credit contacts would be applicable. So, but yeah, you can see when you see that user that’s like the, just the integration… got it. And then once they do kind of move into this unresponsive… and then eventually failed cues.
Collette Waddell (17:38) You can just trigger this like re, sync and it’ll kind of start it, it’ll kind of like start to cycle back over again. You know what I mean? So like, oh,
Pat Weiler (17:50) so, it looks like 11, 11, 20 25 to three 31. So, does that form once?
Collette Waddell (17:57) Right. Roughly. Yeah.
Pat Weiler (18:01) But then the next one.
Pat Weiler (18:07) The next one was seven days.
Collette Waddell (18:10) Yeah.
Pat Weiler (18:12) And.
Collette Waddell (18:13) I think this didn’t have a contact. Oh, this just is because there should be, you should be getting a platform generated email when there’s an error with the sync or the import and this is just letting all of the, you know, like all of the admin users at antidote, that would have seen?
Pat Weiler (18:42) That come. Yeah. Yep. Just like the alerts for an mpdb or something like that.
Collette Waddell (18:48) Yeah.
Pat Weiler (18:49) Okay.
Collette Waddell (18:57) Now, this last sync, this, these ones that are like longer like this one was August and then, the last import. So, it was first imported in August, and then it was like re, imported and then in November, and then it finally, like last cleared out in February.
Pat Weiler (19:21) Oh, I see. Okay. Yeah.
Collette Waddell (19:28) And there was one thing here. Okay. Don’t think so. When you’re in the failed queue, you can see here. Like next to this, if the mpi used for this import doesn’t match the mpi that’s on caqh. So likely there was just like a mismatch of, you know, maybe some of the numbers were switched around, what have you? So when, you can like start a new one and just kind of like re, input, Darlene, Aya with like the correct mpi. And then it’ll kind of kick off like a new attempt… with like the corrective data.
Pat Weiler (20:09) So, okay.
Collette Waddell (20:16) Sorry, I know we kind of went down a path, but good, no.
Pat Weiler (20:20) This is good because I’m not familiar me personally, I’m not familiar with this part. So I never used this feature before. So, no, this was good. I appreciate it.
Collette Waddell (20:33) Romel, did that help with your question? I want to make sure you’re feeling good about what we reviewed.
Romel C. Smith (20:43) Well, yeah, I get that part. I was just thinking that there were, I’m, used to like reports like running reports and going through the list of reports to make sure, you know, instead… of just like trying to go one by one and just, you know, trying.
Pat Weiler (21:02) To find.
Romel C. Smith (21:04) something, but like a list generated that all need to be what needs to be received, you know, because of it’s, just been sitting there, right?
Collette Waddell (21:15) So, when you’re in this table, whether you’re under any of these, there is this like download, you can download this out. But in the example of that one provider, like it would have almost give you the illusion that it was complete because it was complete in the fall. You know what I mean? Like we just, there was no, I guess indicator that we actually needed a new import, right?
Romel C. Smith (21:42) Because of the word complete there.
Collette Waddell (21:44) Right. Yeah. So that’s the only thing where I would hate to say or recommend just download from here because there could be those scenarios where that we had to kick off a fresh, you know, application. Yeah. And maybe Pat, to your point, maybe that is kind of related to that specific scenario where those 18 to 20, you know, were closed out so that new ones could be kicked off. So I don’t this may help some… Romel, you know what I mean? Like downloading this from and you can download it like.
Romel C. Smith (22:26) All select.
Collette Waddell (22:28) These. And then you should see that button in all of the different.
Pat Weiler (22:32) Yeah, we’ll yeah, we’ll play with that and we’ll pull a report and filter through and see what we can do and see if there’s any outliers that we need to re sync. And then we’ll know going forward. Yeah. Okay. All right. Anything.
Collette Waddell (22:48) Else that we can read? I think Pat you said you, did you have another?
Pat Weiler (22:52) I do. So, I mean, I can share or I can tell you where to go?
Collette Waddell (23:00) I’m going to let you drive.
Pat Weiler (23:03) I can drive.
Collette Waddell (23:09) I do not let my husband drive though.
Pat Weiler (23:13) Okay. Can you see my screen? Yes. Okay. I need to minimize this. Okay. So where was it? So it was in providers?
Pat Weiler (23:30) Okay. And then if I were to filter for 100 percent complete, right? And then I go over here and I saw some that were like not signed up, not requested. So I’m like, well, how many are there? So I just, I kind of filtered for not requested.
Pat Weiler (23:52) And I see all these and I look and there’s like 353. I’m like all these are sitting here like waiting. So, what does that mean? Not requested? Like do we have to request these one by one to go over? Because I just, and, why these didn’t go automatically in the ready category because I just uploaded one today through like the bulk load roster kind of function. And, and it went right to, it went right to request. So if I do… if I do Debra, pauly, if I go over here credentialing, she’s.
Collette Waddell (24:34) nowhere in here, right?
Pat Weiler (24:36) Yes. Yeah, correct. Yeah. And when, I did these two this morning through the cqh like bulk load and it went, it’s look, it’s requested and it’s underway to go to credentialing. But then these did… not. And I’m like, so why, and how can we bulk, first of all, why this happened? Second of all, how do we get this? Like bulk? Like all of them sent like ASAP?
Collette Waddell (25:06) Yeah, yeah, no, no, no fair. All fair. So when… you are bulk importing… and the platform had it like defaults to that checkbox where it also says request credentialing or it’s something like that. If that is not selected, then essentially you’re creating the profile for the provider, but it’s not in the same sweep kicking off and like open like a credentialing file to be processed. Now, I can’t say for certain if that’s what happened. I know Romel, you and I were troubleshooting… was it February early March where there was a bug?
Pat Weiler (25:56) Where?
Collette Waddell (25:58) And Romel, you had sent me the recent roster uploads that you had done, where Romel was adding the providers like into that bulk import. But it wasn’t kicking off that credentialing request. And so from the ones that Romel was able to send over to me, I went in and I was auditing and then I was making sure that those were all initiated. I don’t know if that group of 300 providers like where they fell in the timeline, if some of them have been in the platform since 20 24 and it just was never kicked off, or if it’s more recent from then, and Romel, I’m pretty certain I did do all of the attachments that you sent, but again, not.
Romel C. Smith (26:44) To say, I think you told me, yeah, I think you told me you did.
Collette Waddell (26:48) Yeah, because I was going one by one on those attachments that you had sent me. So Pat, it could be twofold. It could have been where.
Pat Weiler (27:04) And like, so, is there something here that you’re saying that wasn’t you click?
Collette Waddell (27:09) Upload file?
Romel C. Smith (27:14) Because I know we follow straight to the T, the process.
Collette Waddell (27:18) Yeah, some of those may have been loaded before our time, right? Like I don’t know, did… nothing pop up when you clicked upload file? I guess not.
Pat Weiler (27:37) It takes a little time. Yeah, it does. I just didn’t click on it. I don’t think you can click on it. See. Yeah. And it goes here. Okay. This is not. And then I click continue, which I’m not going to because she’s already in there. I just did her this morning, imported her this morning.
Collette Waddell (27:57) Let me get to the… bulk uploads. Hang on one second.
Pat Weiler (28:16) I made it work now. I don’t know if something was done different to, but let me just exit, let me exit, yes, exit, let me go back. So providers, let me see the dates on them. Do we have just this for just a half hour? Yeah. Okay. No problem. And then that requested, I can’t like I would have to look it up to see because there’s no dates on anything because.
Collette Waddell (28:46) There’s no dates from when, because like, right?
Pat Weiler (28:50) Well, some are last updated, but then this one three 31. So, why that’s.
Collette Waddell (29:00) recent. Yeah.
Pat Weiler (29:01) That is very recent, yesterday, so, you know, and then if I click on these, do you know if there’s a way that I can just like, you know, request or do I have to go one by one to request like in another? Because I don’t even see, I’d have to go back out like I’d have to print this report and then go back out and then do, like, I don’t see where I can. Yeah, yeah.
Collette Waddell (29:27) We don’t so really, I’m thinking on that bulk import template. It’s I think it just requires first name, last name?
Romel C. Smith (29:38) Mpi and caqh?
Collette Waddell (29:40) Yeah, it’s just those four fields. Just.
Romel C. Smith (29:43) Those four I’m.
Collette Waddell (29:45) actually thinking Pat we run… let me just make sure I’m not late to a meeting. Okay? I have a few minutes.
Collette Waddell (30:09) I’m just checking something before I actually tell you because I want to make sure what I’m thinking in my head is actually going to.
Collette Waddell (30:28) Okay. I have a thought here on how we can do this easily without having to go in one. Actually, what happens if you, what if?
Pat Weiler (30:40) I just download the filter providers and then import that. But will it have mpi and cqh in the name? Yeah, it should it?
Collette Waddell (30:48) Should it’s all right there? Yeah, if you, if.
Pat Weiler (30:52) I download, yeah.
Collette Waddell (30:54) Because I was going to say if we just need to pull this out into like a table where it’s having those four columns and then upload that. And as long as like when you upload in that bulk import… know, as long as like if like the first name match, last name, if the four data fields match what we already have in the profile, it’s not going to create like a net new profile for Deborah, Polly, it’s going to, it’s going to tie into hers, but it’s going to open a credentialing application for it. And so that’s exactly. I was actually going to the report builder tab to exactly what you were just thinking like if this, we can export this out and then you just re upload it in one, that one like click, you know, and then we can just kick off all of them that way.
Jenna Gruer (31:48) Okay.
Jenna Gruer (31:57) Okay.
Pat Weiler (31:57) I will, if I need to get with you, I will, but I just downloaded like, you know, what I downloaded or what have you, I don’t know if you can just see my, but… oh, it’s got a lot more than that. Okay? Anyway, I know we’re out of time. So, no, it’s fine.
Collette Waddell (32:17) Let me just actually drop this one screenshot here for you in our, in the chat here. Okay?
Collette Waddell (32:29) Hold on one second.
Collette Waddell (32:35) Another way is from the report builder tab, you select the provider report, and then I just selected first name, last name, npi, caqh number, and then the credentialing status. And then that shows you that schedule.
Pat Weiler (32:52) And that requested it.
Collette Waddell (32:54) Should also have the not requested. I just.
Pat Weiler (32:57) And I’ll filter for those and then put them through.
Collette Waddell (32:59) Yep. There is, it does say not requested because then you can almost just let then like delete the, once you’ve filtered the, and found all the not requested ones, then you could just delete that column and just upload this as your, you know what I mean? Just like a date? Yeah.
Pat Weiler (33:15) Absolutely.
Collette Waddell (33:17) And then, but I am gonna go back. Do you remember that provider’s name that we were looking at, where it synced yesterday, but because that one is throwing me off because they’re… and that’s okay. If you don’t I’ll go back and look, I want to make sure that there’s not a current bug, right? I.
Pat Weiler (33:38) don’t remember, oh, the cqh application imports that just synced yesterday. And that was, and it was in the, under the failed one. Well.
Collette Waddell (33:46) It was one of the providers that said that there was no, not requested for the credentialing, but then when you hovered over that date, it said like three 31… it’s okay. I’ll find it.
Pat Weiler (34:00) Deborah, pauley, it.
Collette Waddell (34:01) Might have been Deborah pauley. And then.
Pat Weiler (34:06) you can take this back, but I don’t know if you have it, it’s just real quick, but is there going to be a function to bulk load for facilities?
Collette Waddell (34:16) Not yet. Let me, I know that they’ve been trying to develop the facility, bulk loads or I guess facility in general, let me check in with the product team to see… yeah.
Pat Weiler (34:34) Just curious if you could take that back in if you have an answer, if it’s down the pipeline.
Jenna Gruer (34:37) Even just having the ability to like put a dot, like if, you know, 10 facilities have the same Coi or something, being able to add it to all of them in one step instead of individually would be useful.
Collette Waddell (34:52) Oh,
Pat Weiler (34:54) yeah.
Jenna Gruer (34:55) And I do have a quick hopefully.
Collette Waddell (34:57) Quick question. Yeah, sorry, I know. Yeah, yeah.
Jenna Gruer (35:00) I’m working on the Arizona dfe report. And so, I’m opening up a lot of rosters and, if I were to just bulk upload a bunch of people that had already been put in, it would be fine, right? Because, you know, the… system will catch that they’re the same people and not a new caqh, or I guess… if the,
Collette Waddell (35:26) provider’s already at the platform, what are you trying to upload?
Jenna Gruer (35:32) So, if I’m going through and I’m making sure that all the ads from this quarter are in, you know, and I know with the document like all of that instead of searching one by one because I have to, I have to build a D I’m building the dfe report for Arizona. And so they need all the ads and terms for the quarter. And so, I’m going through all of these again, if I were to be like, just to be sure these are all in medallion?
Collette Waddell (36:01) As long as the, those like fields, it’s like a one to one match with the pro, you know, then it will not duplicate a profile. So it won’t create the same profile twice. But again, just, but if there’s like one digit off, you know what I mean? Like that’s where, because then the platform doesn’t know that actually could be a different person, you know.
Pat Weiler (36:32) So, maybe, yeah.
Collette Waddell (36:33) Maybe doing, no, maybe try with like, a small import.
Jenna Gruer (36:41) Yeah, I can do that cause I’m like ideally all of these have been put in the medallion. But just in case something, you know, one of these rosters that came in was mr, you know, something like that.
Pat Weiler (36:52) And maybe there’s a report that you can do too. If there’s like a report with like a teams field, if that group is there like aspa or whatever, you know, maybe you can pull that report and then compare them. You know what I mean? If, if you’re willing to do that, but I don’t know exactly what you’re doing, but I, I’m a report person too, like Romel said. So I’m one to compare and pull reports and then see what’s in there before. Because then if you don’t have a one to one match for the name for the mpi for the cqhid and then if you’re adding stuff too or what have you, then it could be like duplicate records and, that scares me too. I can feel Colette’s hesitancy like apprehension and I, I’m with her.
Collette Waddell (37:41) Well, and more so just for your team’s sake on how to kind of almost in this like example of like, well, there’s a provider in here, but it’s not requested and we’re like how did that profile get in there? You know, like I’m just thinking like.
Pat Weiler (37:57) Exactly. So we’re going to have to check these 353 to see, you know, if they’re if they fall underneath like a group that we need to do instead of, I don’t know, but that one was all that one was like from yesterday. So why wasn’t it, you know, requested automatically, right?
Collette Waddell (38:15) And, but I hear your pain point Jenna in terms of just trying to like more easily identify people that you might have on some report that should be in the platform, but aren’t yeah.
Jenna Gruer (38:32) I.
Collette Waddell (38:32) just, I don’t know if just running like a report out of either the analytics or the report builder tab, and then just trying to do like a conditional formula in excel. Yeah, to try to like catch like any where there’s not an extra duplicate. It’s just, it’s extra. It’s not like a tool within the platform that’s available. I’m just, yeah.
Jenna Gruer (38:56) Yeah, I was.
Collette Waddell (38:57) Just auditing like two reports together and was just using that conditional formula this morning. So, yeah, yeah.
Jenna Gruer (39:04) Okay. Cool. You know, it’s a, yeah. And I.
Collette Waddell (39:09) Think to your point, if you wanted to try it, maybe I would just recommend doing it with like on a small scale first, you know?
Jenna Gruer (39:16) Yeah. And I’m like, you know, if I tried to input someone that, you know, someone put in yesterday and we had the same information coming off the same roster, you know, like hopefully… wouldn’t duplicate because it’s all the same fields. And so, yeah.
Collette Waddell (39:35) Yeah. Okay, cool. But yeah, maybe just internally chat through a little bit more, but yeah, I think that’s the only kind of remedy that I could think of for you. And I’m sorry because I know that that’s not fun.
Jenna Gruer (39:50) Don’t worry doing.
Pat Weiler (39:52) Like a reconciliation, right? That’s what you’re doing. Yeah.
Jenna Gruer (39:56) Maybe.
Pat Weiler (39:56) You should do a monthly. Maybe it could be something that we could do monthly or, you know, so it’s not so daunting and high volume. No, I’m just saying.
Collette Waddell (40:05) Yeah, surely there’s some really cool way to do this. I’m like thinking like API or, you know, but yeah, I am, I canceled our call next week because I’m out on spring break for the kids… and, but have our, you know, we’ll regroup the following week, but if anything comes up in the meantime, don’t hesitate to contact our support team and then also Peter, who can help with kind of those like urgent more?
Pat Weiler (40:39) Urgent things I do.
Jenna Gruer (40:47) All right.
Pat Weiler (40:47) Thank you for your time once again.
Jenna Gruer (40:50) No meeting on the eighth.
Collette Waddell (40:53) Correct. And I think I canceled it already. No, I don’t.
Jenna Gruer (40:57) think the last one that was canceled didn’t fall off my calendar when you guys were in San Francisco, so I don’t know if there’s a weird sync thing, so.
Pat Weiler (41:07) Don’t have it on.
Collette Waddell (41:08) My calendar tomorrow.
Pat Weiler (41:11) I don’t have it on the eighth either, but the fifteenth, I do, but.
Collette Waddell (41:14) Jenna, delete it now, if you still see it.
Pat Weiler (41:18) I will.
Collette Waddell (41:20) I.
Jenna Gruer (41:20) will be sitting here alone in zoom.
Collette Waddell (41:23) Where is everybody? It’s just April fool’s.
Jenna Gruer (41:28) yep. All right. Cool.
Collette Waddell (41:32) Well, have a good week. We’ll talk soon.
Pat Weiler (41:36) All right. Thank you. Enjoy.
Collette Waddell (41:37) Your spring break? Yeah. Oh, thank you.
Pat Weiler (41:41) Bye bye.