Transcript
Brandon Bradshaw (00:00) hey, buddy. What’s going on?
Kristi Toby (00:02) You ready to kill this? I am, man… it’s going to be great. I’m going to set the expectation with them because I know I put all their questions in that doc that Mallory had, I’m going to set the expectation that a lot of that should be answered organically as today’s call goes. But then tell them to try to save like any questions that aren’t specific to exactly what you’re talking about in that moment to the end or as takeaways from the call. So that way we can kind of stay because we have a lot to do in 45 minutes. Yeah.
Brandon Bradshaw (00:35) And I told Connor too. I was like, hey, I can, I’m fine. Like running done hundreds and hundreds of kickoff calls, right? So, like the terminology, the questions that are come through, yes. Like if they ask a question, just take it by default unless I can jump in there.
Brandon Bradshaw (00:49) But yeah, yeah, I could say towards the end or then that just helps us out right away instead of this weird dynamic of like I talk, and then Connor answers, you know, every time.
Kristi Toby (01:00) Exactly. Just just grab it. All, right there’s. Annette, Stephanie and Nicole in the waiting room. I’m going to start letting people in just so that we can… be efficient. One time. All right, here we go.
Brandon Bradshaw (01:20) Just get my stuff up here.
Kristi Toby (01:32) Hi, Annette. Oh, you’re on mute?
Annette Craig (01:38) Sorry about that. I should be off mute now.
Kristi Toby (01:40) How are you doing? How?
Annette Craig (01:42) Are you, I’m.
Kristi Toby (01:43) doing well. Nice to meet you. Nice.
Annette Craig (01:45) To meet you.
Brandon Bradshaw (01:47) Annette.
Annette Craig (01:47) Hi, Brandon.
Brandon Bradshaw (01:48) Hi, there I have.
Kristi Toby (01:50) Nicole and Stephanie on as well. Good morning or good afternoon, depending on where you are. Hello. This is Nicole. Nice to meet all of you. Hey, Nicole. Awesome. We are waiting for just a couple more on our side as well as I believe we have some stakeholders from the tenor side as well joining, unless you all are aware of some last minute cancellations?
Annette Craig (02:15) No, I do have some of our, I know Debbie, Melia, Kathy gullis and Debbie valvana, will not be on. They’re all not in this afternoon. Debbie’s out of Debbie. Melia, has a grand rounds right now. So, are you waiting for David? Is he joining?
Kristi Toby (02:30) Kelly and David? It looks like as well?
Annette Craig (02:33) Who was the other one?
Kristi Toby (02:34) Kelly?
Annette Craig (02:35) Oh, Kelly. Yep… Stephanie, do you know if Kelly’s joining today?
Annette Craig (02:45) Yeah, she’s payer credentialing for Sharon regional. She may not be able to join this one. I’m not sure. I’m thinking I might have seen her deny I might be wrong though.
Kristi Toby (02:56) Okay. That’s fine. Well, she’s still accepted as of this moment, but we’ll give her a couple more minutes because we’re also waiting on a couple stakeholders from our side as well to join. And then we can get started. We have a large agenda to get through and we want to make sure we’re the most resourceful of everyone’s time. Hi, Jen. Hey guys.
Brandon Bradshaw (03:15) Happy Wednesday. Hey, Jen. Hi.
Kristi Toby (03:21) Hi, David.
Kristi Toby (03:28) Hello. All right. Here comes Kelly now.
Kristi Toby (03:39) She’s connecting.
Kristi Toby (03:46) There we go. Hi, Kelly.
Kristi Toby (03:54) Good afternoon, Kelly. Can you hear us?
Kristi Toby (04:02) Yes, I can. There. You are. All right. Awesome. Cool. Well, we will get started out of respect of everyone’s time. I think we are waiting for one more stakeholder on our side, but just in essence, we’ll go ahead and start with today’s.
Kristi Toby (04:13) Call. So again, I’m Christy Tobey, I’m the senior account manager for the tenor health group here at medallion. And so today is our first of a series of calls where we’ll kick things off set expectations, do quick introductions, and then I’ll really hand it over to Brandon on our implementations team to really facilitate most of the call. So we’ll start with some introductions, and then we’ll go through a partnership overview just to level set and make sure we’re all on the same page with exactly what the relationship looks like today. And then we’ll go into the implementation process exactly what you have as far as the services with credentialing and payer enrollment and a general platform overview. And then we’ll also talk about the ongoing monitoring tools for success. And then at the end, if we can save some of the questions and next steps just to make sure we get through this media agenda, but certainly, if something is relevant in real time, I know Annette, thanks so much for sending over those questions. Proactively. A lot of that will be covered throughout today’s, conversation. But then if there’s anything that we need to do as an action item or a takeaway to address, we’ll make sure we get to that as well.
Annette Craig (05:12) Thank you. Does?
Kristi Toby (05:14) That sound good? Is there anything else that the team was hopeful to get from today’s? Call that’s not covered here. All right. Let’s go.
Brandon Bradshaw (05:27) Chrissy. Can you see my screen? Okay?
Kristi Toby (05:29) Yes, we can see it. All right. So we’ll start with some quick introductions. So again, I’m Chrissy, Tobey, I’ll really be facilitating the commercial aspects of the partnership. So any questions that you have as it relates to contracting additional services, things of that effect, I’ll be facilitating those processes as well once we’re ready for a kickoff and an ongoing quarterly or however frequently you prefer basis, I’ll be really meeting with the executive team to make sure your expectations are set with how the services are going, addressing any value in Roi as well as what the engagement looks like for the partnership. And then we have Retta who I don’t believe is on this call, but she’s really going to be your person that’s really in the weeds with you once you do go live to assess the ongoing engagement and interaction of the services. So making sure the long term success of the partnership is met and seeing those integral like day to day sort of administrative tasks and things to that effect. She’ll be your point of contact for that. And then I’ll let Brandon introduce himself.
Brandon Bradshaw (06:26) Yeah. Hey, everyone. Nice to meet you all. I’m Brandon, I’m your primary implementation project manager. So I’ll be leading the way when it comes to like your data import and system configuration. My goal is to make sure your provider information is mapped correctly and that medallion is set up to mirror your specific business structure. So I’m really here to support you on your initial account setup and help you build an effective like onboarding strategy and just want to make sure that we transition you to medallion in a way that makes sense for you and that sets you up for success here. So I’ll be working with some internal partners as well. We’ll also be meeting weekly to ensure the system is configured correctly, and that we’re all on the same page moving forward as well through this partnership. And then aside from that, I’m also joined by Connor from our implementation team who brings a wealth of experience having launched many of our major customers. So Connor, I’ll pass it to you for a quick introduction as well.
Connor Morley (07:15) Hey, everybody. It’s nice to meet you all. My name is Connor Morley. I’ll be joining you and Brandon on this implementation just to advise and help out wherever I can. I’ve been at medallion for a little bit now and like Brandon said, I’ve taken a number of customers live. So I’ll be here if you have any other questions or if you need any additional help.
Kristi Toby (07:38) Great. Bye. Awesome. And the other role that you might see here listed, and just as a note, this presentation will be sent to you after the call. So certainly take your own notes as you go. But you will have this for context and reference later. There’s also a technical solutions manager role that will be determined depending on the scope of the technical needs that you need at a later time. But we’ll make sure we get that person introduced to you as it’s necessary. As far as everyone else on the call, would people like to come off of mute and just introduce ourselves very quickly and what their role will be with the partnership?
Annette Craig (08:09) So, I think Christy, I’ll go first, Annette Craig, I’m the manager of the medical staff, credentialing for Wilkes barre general hospital?
Kelly (08:18) I’m Kelly police. I am the revenue cycle manager here at Sharon.
David Moreno (08:26) Hi, Dave Moreno. I’m the CIO for tenor health.
Nicole Yusinski (08:31) And I’m Nicole yashinsky, I’m the manager of credentialing at regional hospital of scranton.
Kristi Toby (08:41) And then we also have Stephanie and, Jen, you wanna, Jen is my manager who’s here to support us as well. She’s on the call today too.
Genevieve Seney (08:49) Yeah, good to meet everyone. My name is Jen sini, so I am a manager on the account management side. So just kind of listening in hearing about the program and what you guys are looking to do, but pleasure to meet everyone.
Kristi Toby (09:05) All right. Did Stephanie or hang?
Annette Craig (09:10) On. Yeah, I saw Stephanie on the call. She’s still on.
Brandon Bradshaw (09:14) She just came off mute.
Kristi Toby (09:15) Huh.
Kristi Toby (09:20) Might be having some technical difficulties. Okay? Oh, Stephanie, feel free to put it in the chat if you wanna introduce yourself now. All right. In essence of time, let’s move forward to the next slide. And so we’ll go very quickly through the partnership overview.
Kristi Toby (09:35) Again, just a level set on exactly what solutions we have today. So, medallion core is going to be the core access to the platform for all the providers and staff. And then you have sanction monitoring which does the continuous checks for the various providers, the checks here that are listed on the screen. And then you have credentialing for the joint commission payer enrollment as well as provider revalidation and group enrollment. So, these are the quantities that we have on the initial agreement. Are there any glaring changes or needs or points to adjust as it relates to the current services?
Annette Craig (10:10) So, I guess my question is the medallion core was 950 members throughout the whole, the three markets basically.
Annette Craig (10:18) And then the joint commission credentialing, we have 450. Is there, should that not match the 950? So?
Kristi Toby (10:27) I believe through the process with Bijan, it was addressed that certain providers were going to manage that process separately and not all of them needed to have their credentialing services through medallion.
Connor Morley (10:41) I think one thing in addition to this for the tjc credentialing is, you know, this includes both initial and re credentialing. And typically for re credentialing, I’ve seen organizations do it either every two years or every three years. So it’s and these numbers are yearly volumes. Okay? Obviously, it will depend and you’ll have your account manager, Christy, who will be monitoring these yearly values with you on a monthly basis. So you can see how close tjc credentialing is getting to that 450 yearly kind of.
Kristi Toby (11:21) Number.
Annette Craig (11:22) Okay.
Kristi Toby (11:26) Any other questions? I also saw we had Mallory join, who? I believe you’re familiar with through the process with Bijan. Hi, Mallory. Hey.
Mallory Smith (11:33) Christy. Thanks. Hi, everyone. Sorry, I didn’t want to interrupt Connor’s flow because when he gets going, he just gets going, but I’m happy to be a part of today’s. Call, please let me know if you have any questions.
Kristi Toby (11:44) Awesome. Any other questions about the services here?
Connor Morley (11:49) Christy, real quick. I just want to take a pause on one piece in particular which is around the compliance monitoring or sanction monitoring that’s called out right here in oig, Sam, medicare opt out. And npdb. One thing that’s going to be important to kind of double check and we will be kind of doing this with you all are what are the verifications and requirements that you all need to do as a part of tjc credentialing? The first piece is for those primary source verifications is oig, Sam, medicare opt out, npdb. Is that enough, according to your bylaws? And then I think in talking with Mallory and Bijan, I think it was discussed that you have three locations, two of which are on, I think the same bylaws or the same tjc credentialing process. And the other one is starting to… transition into that same process or has a different process currently. So that’s also going to be a conversation we’re going to have during implementation where we are going to ask you, do you want to keep the different bylaws which we can do or should we, is now a good time to kind of transition them onto the organization wide process? So I know I just gave you a lot of information to think about, but I just wanted to get those primary source verifications out there now just so that this isn’t a surprise, you know, a month down the road.
Mallory Smith (13:20) So I’ll jump in there really quick, Annette, I know based on our conversation on Friday, you have two out of the three that are on the same. Is this, is it still the correct understanding that the third facility will be transitioning over as well?
Annette Craig (13:35) So, I don’t know if Sharon regional will be transferring to our bylaws. I know Stephanie did tell me that their bylaws have not been updated. And a while, she does have a copy of our bylaws now, Nicole and I, our bylaws are very similar. They were a corporate template. There’s very few differences in there. There’s a few but nothing. So I just don’t know about Sharon regional because obviously the whole process has to go through committee. If they’re to change their bylaws and follow ours. It’ll have to go, you know, start and have their leadership approval there at their hospital.
Mallory Smith (14:13) Okay. Thank you. Yeah, sounds like we’re still on the same page, then we’ll keep an eye on that timeline specifically… have not been told the bylaws will be the same. Okay? Thanks, Stephanie. That’s perfect. So we’ll keep an eye and eye just on that timeline. As we’re going through this implementation process. We should be able to keep the separate bylaws if needed. But I know that when we were first having conversations with David, we wanted everyone to eventually come together. But realistically that’s always going to take some time. So we’ll keep an eye on it. Appreciate the input there. Connor, was there anything any other clarification you needed regarding that aspect?
Connor Morley (14:56) Nope, that’s everything. Perfect.
Kristi Toby (14:59) All right. Awesome. Any other questions here or call outs? All right. Next slide, please, Brandon. All right. And so just to round up my portion of the conversation. So again, obviously Brandon and Connor are going to lead the implementation piece of it. But again, my goal is really to facilitate making sure we’re on the same page as far as the value that you’re getting from the solution and how we can continue to support your strategy moving forward. And so throughout the sales process, I really captured four key sort of themes here of what your goals are for the partnership with medallion. And so one being accelerating revenue, making sure we’re having fewer denials and faster to par, reducing operational costs really by automating some of these workflows and really being able to grow with you as the organization expands without having to increase that headcount, making sure this core team has visibility into analytics and reporting on a regular basis so that you can make sound business decisions based off of that. And then again, just making sure we’re creating processes that are repeatable and really standardized across the organization, the different organizations to make sure that we can continue to scale and support you as you do. So those are really four themes that I captured. Is there anything different or anything that we should add to these as we keep hold of these as the executive business reviews go on and making sure we’re holding each other accountable to these?
Annette Craig (16:24) No, I believe if David didn’t speak up, I believe tenor leadership, this is obviously what they would like to focus on. Okay? So we.
Kristi Toby (16:32) will definitely make sure we are focused on those during those executive business reviews and we’ll get those scheduled as implementation, you know, draws towards a close and we’ll make sure that we are facilitating conversations around that. And so with that, I will pass it over to Brandon for the next slides.
Brandon Bradshaw (16:47) Thank you. Christy. All right. So today we’ll cover our implementation phases here and our data strategy for medallion the key milestones for credentialing following our internal team sync. We identified a few specific call outs we’ll dive into a little later to ensure we’re aligned on the technical requirements as well. So currently we’re in this kickoff phase, our primary focus is prepping your data for import. So it sounds like you may have from our internal conversation have received that data import template. But if not, we’ll make sure to get that over as well. It’s a comprehensive spreadsheet covering providers groups, practices and enrollment dates and all of that. I want to be a bit transparent here. I know this is about going to be like the most labor intensive part of the whole process. But to keep us moving, we’ll use like a layered approach here. So phase one, we’ll do your core information, your provider group and practice info. And then phase two, we’ll get into more of the enrollment data once the foundation is set here. Oops. Sorry. Didn’t mean to bluster that there. Once the data is prepped, I’ll handle the import and system configuration. And then as I mentioned, we’ll set up weekly implementation calls. So during these weekly implementation calls, I’ll walk through the platform so you can monitor the progress in real time. This allows us to address specific workflows or provider questions. Well before we reach formal training. Our training philosophy is a bit more hands on. So we conduct sessions and it’s not just like a one and done situation here. We can have multiple training sessions over the course of implementation, but we do this directly in your environment using your data that’s been loaded. So it feels more like a true live go or go live scenario. In there… all sessions will also be recorded. So I want to make sure that we send that over and you always have that on hand. And then for the launch phase here, once the training is complete, we’ll move into that launch phase and you’ll be all live and my team will closely monitor consumption the credentialing process and payer enrollment just to ensure a smooth transition as well.
Brandon Bradshaw (18:57) Any questions on the roadmap before we dive more into details here? Just questions through this implementation phase. I don’t have any.
Brandon Bradshaw (19:11) All right. I don’t see anyone coming off of mute as well. So I will keep going then if that’s good. And I’m going to send over this deck as well. So just so it goes a little bit more into the responsibilities you’ll see throughout the deck, you know, once I send it over and as we go through it today too, just more information if you’re like, okay, what does medallion own through this whole process? And what do we own?
Brandon Bradshaw (19:35) You’ll see that through the different slides here. So just wanted we want to make sure to call that out. So, you know, what’s what do we own, and what, you know, do you own ultimately in this process just to hold each other accountable and make sure as a team together, we’re really moving in the right direction and, you know, being efficient, with our time and this process as well. And then this is just a little bit of an overview of a little bit more of how I was talking about in regards to that phase approaches we’ll go through there’ll. Be a little bit overlap main part of this to kick off implementation is to, you know, do that data import so that’ll be our primary focus. But then as we go through, we’ll start to layer in the different… aspects of, you know, what we’ll be implementing together as well. And so by the time you know, we launch, everything is set up ready to go and, you know, the team is trained as well. All right. So from there, I was actually going to have Connor take this one. I think he had some questions regarding this information here and specifically wanted to speak to this slide… yep.
Connor Morley (20:48) So right here, this is kind of going around your payr enrollment, group enrollment and revalidation, and this is really going to be a little bit more of a conversation. It’s not something that we’re going to just only talk about on this call. We’ll talk about it on the weekly implementation calls as well. But we kind of want to have an understanding of what are the priority states here. If there are multiple that you guys practice within? And then what are the priority plans as well? So you don’t have to tell me everything right now. But if you have like a high level on if you primarily focus on medicare medicaid in the state of Pennsylvania that’s helpful to know. And then we’ll also go through what we call our payr process scoping which is essentially going to be mapping all of the payers that you could potentially make a provider or group enrollment request with to what their medallion name would be, as well as going through, do the providers do group, it, are they okay with just group enrollments with that payr? Do they need a direct enrollment? Do you have any kind of non standard processes that we need to follow for that payr, things like that? So I’m just wondering from a high level, what are the priority states? What are the priority plans? And do you guys have a lot of what would be considered like non standard enrollment processes?
Annette Craig (22:19) So for here in the Wilkes barre and scranton market, and Debbie who does our payer credentialing is on vacation until tomorrow, but medicaid and medicare obviously are huge for us. But we do have a lot of other private plans, geisinger health plan, highmark that are very high priority for us and they have inquired, do you do delegated credentialing on the payer side? Because I know they do some of that with CHS right now.
Connor Morley (22:47) So we do, yes, we do delegated roster generation in order to give you like a delegated roster, but it is a separate SKU that’s not in the contract currently.
Annette Craig (23:03) Okay. So that’s outside of the contract because I know they would get rosters because obviously the insurance payers would then write us checks based on rosters and stuff like that. You know, certain payers. And so they have inquired. So that is outside of the contract then that we currently that, okay. Yeah. And.
Mallory Smith (23:24) Just to clarify there too, Annette, we can always have that as an expansion. So if we want to make an amendment to the contract, if there is an appetite there, we could be, we could take another call, scope out the needs that you would have, what would be entailed as part of that delegation process. If it’s just roster management, if it’s credentialing providers to ncqa, every one of those aspects. So if you want to let them know that we can do it, we would just need to scope it as a separate project. We can absolutely have that conversation.
Kelly (23:52) Okay. All.
Annette Craig (23:56) Right. So, and I do know so here and I’ll let Kelly talk about the sharing regional market, but definitely, you know, medicaid, medicare, but we have about 15 other plans that are plans with, you know, Aetna like I said, geisinger, highmark railroad, medicare, things like that. So we don’t have many in our market here. We don’t have many out of state plans. I’m not even sure that we have any that we currently credential with. So, and Debbie actually did everything locally on the 15 plans. CHS, our last corporate owner, they only did medicaid and medicare, but Debbie has been used to doing the providers here in our market. For the other 15 plans. Again, we don’t have, you know, we probably have, I want to say about 150 employed providers that need payer credentialing that are already in the market. We have a lot of community physicians on staff who, you know, we don’t do anything with their payer credentialing. And I’ll let Kelly talk because I do know at Sharon regional, it’s a little bit different tenor has some contracts where they bill for the contractor, so they would need to be payer credentialed. So, Kelly, do you want to give an example of your market there down in Sharon? Yeah.
Kelly (25:13) First and foremost, we are a border hospital. So we have a number of Ohio patients that come over. So we are Ohio and Pennsylvania. Our largest is medicare medicaid, highmark Aetna. And upmc. We yeah, our structure is a little different. We actually employ the doctors and we credential for them as well as bill for them. So there’s a number of, so we have emergency room doctors. We have interventionalists, hospitalists, we had anesthesiology, we don’t anymore. I believe they’re being billed out of the company that they’re employed through now and cardiology, we have orthopedic and also PCP and a pulmonologist. So we have a number of… different physicians that we do the billing for. It also includes behavioral health. Okay? We have behavioral health also. So.
Connor Morley (26:33) All of that makes what’s that I just?
Mallory Smith (26:36) Had a quick question about Ohio and Pennsylvania, go for it. So, Kelly, thank you for that information. When you say that you do have some come from Ohio and Pennsylvania, are you enrolling in both Ohio and Pennsylvania or is it just with the payers? They understand there’s some cross border there and it’s just billed under Pennsylvania?
Kelly (26:56) No, Ohio medicaid, we’re part of Ohio medicaid. We’re also enrolling in some of the Ohio medicaid, mcos. Okay. So we do have a number. We’re looking at getting enrolled again with anthem, which is Ohio blue cross. So we do look to get contracted with some of the Ohio companies that we don’t have in Pennsylvania.
Mallory Smith (27:24) Okay. Thank you for clarifying. Okay, thanks Connor.
Annette Craig (27:26) No problem. Okay.
Connor Morley (27:29) So, right now, none of what I heard is raising any concerns. It’s certainly something that I think we have the ability to kind of build out for you in terms of the sops for your organization, and for all the payers that you had mentioned in both Ohio and Pennsylvania. So I think we’re all set. I don’t have any other questions and we’ll… walk you through kind of how to fill out these spreadsheets so that we can see and we can use it as a source of truth for every location, every payer. And then we’ll also be loading in all your existing enrollments as well for the future revalidations.
Annette Craig (28:12) Okay. All right, Brandon.
Brandon Bradshaw (28:18) Thank you, Connor. All right. So speaking of which in regards to data, let’s go ahead and talk our data strategy here. All right. So I’d like to dive a little bit deeper into the data strategy. So specifically regarding that data import template that Connor was just referring to, just to ensure smooth setup, there are three critical pieces of information we need for every provider that’s going to be email address, their caqh id, and then social security number. The reason is we prioritize the caqh id number and the social security number is that medallion integrates directly with caqh. This allows us to automatically pull in roughly 70 percent of provider’s profile data while we pull that data directly in from their, excuse me caqh profile. You as the administrators in medallion will have full permissions to edit and refine the information. Once the import is complete, we’ll collaborate on timeline to when we’re going to invite your providers into the system, allowing them to manage and update their own details as well. So we’ll talk about that a little bit later on in implementations. There are a couple provider must haves. These are two specific items that only the providers can complete. Admins in the system are restricted from this for compliance reasons. And one is disclosure questions. So standard attestation required for every provider, as well as agreements. So specifically like the release of information, document, payers must log in to attest their profile is 100 percent accurate before we can officially trigger any, like prepare enrollment workflows. So like Connor said, we’ll go through that spreadsheet together and make sure that you understand it completely and how we’re going to import that data into medallion as well? Let’s see anything. I think that’s really it for me on that any questions on the data requirements or the caqh integration at all? Nope?
Annette Craig (30:24) You said Brandon, just to make sure you said that name npi and social security number, definitely, correct?
Brandon Bradshaw (30:31) An email address, an email?
Annette Craig (30:34) Okay.
Brandon Bradshaw (30:35) Yeah. You’ll see within the spreadsheet you all have that I think I heard. Yeah, there are some as you’re looking through the different spreadsheets and the different tabs in there for providers practices and groups you’ll see at the top, like what’s required for each one. There’s it’s like they’re in red. But yes, there is like I said, one information that is very important to the import process and being able to move forward with the implementation. Connor, is there anything you’d add to that as well?
Brandon Bradshaw (31:16) Sorry, you’re still on mute?
Mallory Smith (31:18) That was the April fool’s joke for everyone. Yeah. And.
Annette Craig (31:22) So, Brandon, let me ask you, is David still on the call? I’m not seeing him up there, Brandon? Just so I know because I, our stuff will come directly from MD-Staff and I know they’re working on an export… so that should be able to fulfill this request. And again, we’re talking about all providers and I know you were kind of talking about starting from the payer credentialing end, correct? So I just want to know how much manual are we doing on site? And then I wanted if David was still on to talk about Sharon regional because they don’t have access to their credentialing software right now. But I did include Mallory and David on an email from my corporation, for Nikki and I, for our data to be extracted right out of MD-Staff. So we were not going to do any legwork on the excel spreadsheet. So I want to make sure I’m understanding because we also need all of our archive providers brought over as well because we are 100 percent electronic.
Mallory Smith (32:32) So I’ll jump in there really quick Annette, I did see the email. I appreciate you sending that off. So when I think where the confusion might lie is that whenever MD-Staff sends back the export, there may still be some work that you’re in your team has to do just to match the information to the spreadsheet. And I don’t know who’s sharing right now, but can I share the spreadsheet really quick?
Brandon Bradshaw (32:54) Yeah, yeah. Absolutely. Okay. Thanks.
Mallory Smith (33:03) So while it will be much easier for your team when you do get the exported data from MD-Staff, we will need it to match the template that we see here. So I know that the two aspects we talked about is you’ll have three separate spreadsheets from each of your different facilities. And then what we’ll do is we’ll combine them all together into one spreadsheet to do the import. And the most important tab for that one, which of course, would be the provider practice groups. This is where the relationships are mostly housed. So if the provider is attached to the facility to the practice location and so forth. So I think the first step is what we’ll do is whenever you’re able to get that full export from MD-Staff, then we can set up a call and we can review it and see what’s the easiest way to make sure it translates over. But I do just want to set the record that there probably will be some uplift from your team just to go through and transition it. Okay. But I know that we had some questions about the spreadsheet earlier. So I did pull up a copy of it just to give a visual. Brandon had alluded to the ones in red being required. So the very first spreadsheet I had sent it would be it would collect the provider’s information that wasn’t already found in caqh. And that Stephanie Nicole, when we had our conversation on Friday, you weren’t really sure how accurate caqh was going to be, and you didn’t know if you would have all the caqh profiles. So this is what I call the… unabridged version of the data template. So it’s going to list out every single one of those data fields that’s needed. You’ll see the required fields to make sure that we have a complete profile on our end. But of course, we want this to be your repository ultimately for all your historic data, all of your current data as well. So as much as you can complete and fill out the easier the import process will be as well? Were there any just initial questions now that I have this up?
Connor Morley (34:58) Mallory, could you go to the providers tab really quickly as well? Because I think a big part is going to be, it sounds like getting some of those additional documents for out of MD-Staff into medallion? Is that correct? Like malpractice, insurance, old license, expired licenses, anything that could be within medallion MD-Staff, you want to be within medallion as the source of truth, right?
Annette Craig (35:32) Yes, yeah.
Connor Morley (35:34) So right now, like in the providers tab, this is essentially what relates to the provider profiles. So we can certainly just create the provider shells with email mpi and everything that you see right here. But we can also do an import to include malpractice insurance, existing and expired licenses. We can fill out a lot of other information and pull that in via data import template as well. So that.
Annette Craig (36:05) Was my question cause I’m assuming you keep track then of all the expirables because right now we have a license tab, you know, we have a board certification tab… that everything is tracked on. And here in Pennsylvania, they are required to have the three pa state clearances, child abuse background and fingerprints, and we always track those cause they’re good for five years. But when they’re coming close to their five years, you know, always had to reach out to them and make sure they get them done. So that’s what I think between, you know, Stephanie who’s on and Nikki who’s on. Yeah, we’re just concerned, we want to make sure all the information’s coming over copies of items that we have, but also anything that’s trackable right now. So we do, you do know when their malpractice insurance expires and their Dea expires and things like that?
Connor Morley (36:57) Yep. So in addition to that, so within medallion, the, you will get notified if there is some license or a board cert that is coming close to expiration, and you can keep track of it in a separate expirables table as well to show you what’s coming up within 90 days, 60 days, or 30 days, or what’s currently expired. But what Mallory was kind of showing right there?
Mallory Smith (37:27) The expirables look, I’m ready. All right. Throw it at me Connor.
Connor Morley (37:32) Mallory’s got this. So we do have an expirables tab that will show you all the board certs that are coming up licenses, either Dea state CSR. And then here, if we actually scroll all the way to the left, go back to the providers tab. Like we can import all those board cert documents. We can import a lot of information here to be the source of truth on the provider profile. Fingerprinting specifically is something that we kind of do as verification. So you can see when it was done. I don’t think we store that anywhere because it is something that we verify as a part of like reappointments and appointments. But there’s also a verifications view. So you can look and see that within medallion for each provider.
Annette Craig (38:23) Okay. So because our state surveyors specifically ask every time they come in to see copies of their actual fingerprints, background, child abuse, that’s one thing they are really hot about even if they come in for a complaint. So, okay. And I know we can work through those things and with the expirables tab regardless of what it is medallion then working them or because we can see the expirables, are we following up on them here on site?
Connor Morley (38:55) You all would be following up with the expirables specifically because I do not believe and Mallory, keep me honest here. I don’t think we have any kind of license renewal within the medallion contract itself, but we do keep track of when those licenses are expiring. And then we also, we don’t… do renewals of board certifications that’s something that the providers obviously have to do.
Annette Craig (39:28) So that’s my question. So we don’t do it for them. So like their state license, obviously, you know, they all expire in October or December this year and we don’t renew them for them. But let’s say for example, a Dea is coming up, you know, April thirtieth 20 26. So we would go out and say, you know, dr, so, and so if they haven’t renewed, it’s time to renew your Dea, your AI or your team would not reach out to them that’s or even a Coi, a certificate of insurance. We know it’s you know, expiring or it has expired today, is medallion reaching out to them via AI or anything? Or we are still doing that as we do now.
Connor Morley (40:14) Right now, you would still do that. As you are doing now, we can create tasks that essentially within medallion, say to, hey, you have an upcoming expiration, complete this task by this date, but, it’s a manual process right now. I could jump in, yeah, go ahead.
Genevieve Seney (40:35) Yeah. So if you wanted to Annette, we can enable those notifications. So the provider would get upcoming expirables pending that you’ve inputted the expiration date into their document section the same with licenses. They would get a weekly email of any upcoming licenses expiring. I think it starts to trigger 90 days prior to expiration.
Annette Craig (40:57) Okay. The actual thing is to say it does get to the expiration date. We are the one here on site following up to say, you know, dr, so, and so you did not get us your license and it has expired that’s not. Is that medallion that’s what I’m asking? Just trying to see. Yeah.
Genevieve Seney (41:15) So right now, since it’s not in your contract that would be on you, but we definitely, we have licensing.
Genevieve Seney (41:20) So if you want it down the line to add in licensing, you would enable auto renewal, our team would manage the process from start to finish.
Annette Craig (41:28) Okay. So basically, right now, the way it is as we track our expirables, now that’s not going to change, we’re still going to have to do that in medallion because… your team does not do any expirable, like you’re not constantly following up on them, cause as we know you can ask a provider and they still don’t get it to you, so.
Mallory Smith (41:48) So we can enable the auto notifications and that, but we’re not going to be able to confirm that they did in fact update and so forth.
Annette Craig (42:00) Okay. Thank you. And I’m.
Mallory Smith (42:02) just keeping an eye on the time. I know we have five minutes left Brandon. Do you have anything else that you needed to present with the implementation?
Brandon Bradshaw (42:10) Oh, there are a couple back on. Okay, there are a couple different things we haven’t covered yet like the peer enrollment process and credentialing at this point in time, but I know that’s going to take a little bit more than five minutes here. So Connor and I may want to have like an additional session to go through that as one of our implementation calls here. But Connor, I wanted to actually pivot to you real quick and see if there’s anything outstanding that you need to know or as like a next step from here, that would be important to cover just in.
Annette Craig (42:42) Your.
Brandon Bradshaw (42:43) experience not.
Connor Morley (42:45) Right now, we’re just going to need from you all some time sort of when to set up those weekly implementation things. We want to get started on them right away. And then Brandon, if you want to pull up our next steps because we do have some homework for you primarily this data import template and spreadsheet, we’re going to need to get started working on that to populate the environment, to start showing you some of the data so you can see it. And just in general, while Brandon’s pulling that up as a part of the implementation. Once we start getting some of the basic information into the system, we typically give you access to your environment early on so that you can see you can ask questions even before we go through the official process. Sorry, I just had a blank before we go through the official training.
Mallory Smith (43:39) Okay. And I’ll just, I’ll add in there really quick. I know that we were going to do a high level visual of the demo platform. I have time later today where I can look and message you async and find some. It will really only take 10, 15 minutes to see a visual of the platform if you’re still interested in seeing that.
Annette Craig (43:56) Yeah, that would be great.
Brandon Bradshaw (44:01) Okay. I’ll pull this up here and you’re going to see that there’s some dates missing in here because we wanted to first have this conversation and we’ll get this updated when we set it over your way as well but just wanted to run through real quick just like our next steps here as we talked about. So first and foremost, the most important here is to make sure we get that data so that import templates are back from your end to the medallion. Again, it’s at this point in time the most critical milestone in your implementation. So trying to reach that 100 percent profile completion. And that way we can move forward with the next steps in implementation as well. We’ll also send a delegation agreement between center health and medallion as well. We’re also going to want to do the npdb setup will be a next step and all this here. I’ll outline all these different items we’ll outline in our follow up email as well. One thing we ask when we do follow up there’ll, be a bunch of individuals from our side of the house on that email. And when you reply back, if you wouldn’t mind just making sure to reply back to all of us because there will be teammates that will be brought in at specific times like your technical solutions manager over here, that will be brought in as part of like the data import process. So they’ll be able to reach out to you directly. Connor, and I will wanna make sure that we’re on those as well just as we’ll be communicating back and forth with you. But like I said, we’ll be looping in individuals at certain points of time during the implementation process for the priorities and the information that’s gonna be relevant to them as part of this.
Brandon Bradshaw (45:40) And so, and we’ll make sure to do the same. So, anyone you wanna make sure is on the email thread that we’re gonna get going here, just make sure that they’re looped in and we’ll make sure to keep them on that reply all as well. But yeah, and another step here. I’m gonna go ahead. I know there’s a handful of people on our end and handful of people on your end as well for setting up time. So we’re gonna look at our calendars over here. We’ll send over some times that would be like what would look like a good few time slots for that weekly reoccurring call and just let us know what works best for you as well after we send those over. But you should be hearing from us later today on that. Okay. Well, before we jump you’re one minute, left, any other questions or anything else that we can help you all out with today?
Annette Craig (46:32) So, I know the import to the spreadsheet is crucial to start setting up everything. So, Mallory with the contact, I put you in touch with you and David. So my understanding is then that would be pulled from MD-Staff.
Mallory Smith (46:49) Yes. So when your contact, I want to say they’re on pto, when they do respond, then what they’re going to do is send over basically a consolidated export of all your information from MD-Staff.
Mallory Smith (47:01) And then on the next call, we’ll review that information. We’ll see how much it lines up with our import template and then how much of the lift we’ll have to do to translate that information over?
Annette Craig (47:11) Okay. And then I know Debbie with our payer enrollment here in the Wilkes barre scranton market, she’s back tomorrow and I know the payer information, she’ll be able to probably fill in because she has all that information. So, I know the payer part, you know, will be a little bit easier to get everything in but we might just have some questions on it. So, perfect.
Mallory Smith (47:36) I appreciate it. And again, this is the first conversation of many. We really appreciate everyone’s time today. I know this is a massive undertaking as an implementation of any software would go, but we appreciate the patience and that I’ll be looking for those emails just to make sure if there’s anything we can offer from the medallion side to make that export easier.
Annette Craig (47:55) And I know did David hop off the call or is he still on? I don’t see him on. I’m here. So David and I know Stephanie was just going back and forth. Stephanie and Kelly, I think were kind of messaging. I know right now Stephanie doesn’t have access to pull anything from verge or rxdatalinks is there anything we could do to get? Because I mean, it’s cumbersome if she has to enter everything, you know, she’s got 200 and some providers and I know they’re inundated at sharing with several other things. Is there anything we can do to maybe help them down there with that process and get it pulled directly from verge?
David Moreno (48:37) There’s some discussions happening with our old data related to it, but no update as of yet. Okay?
Mallory Smith (48:42) All right… Dave is going to come through for us. I just know.
Annette Craig (48:47) it good. I’m sure he will, I’m sure he will guys.
David Moreno (48:50) There’s a lot of hot dogs on the grill. Man, there’s a lot of stuff going on. I,
Mallory Smith (48:53) like mine burnt.
Annette Craig (48:58) And David, I may have to set a call up because I know Patty Kane, the delegated credentialing for our payers really drives some of our payments. So we may want to look at adding that on, but that would we’ll have to get Patty Kane involved. Okay?
Brandon Bradshaw (49:19) All right. Well, thank you all for your time. It was very nice to meet you all. Like I said, you’ll be hearing from us shortly here, probably towards the end of the day. And then as Mallory said, we’ll be looking out for that data that it sounds like you’ll be sending over as well.
Annette Craig (49:32) And Mallory, if you have 10 or 15 minutes even if it’s not today, if, you know, Stephanie and Nikki and I, we would like to see it from start to finish. If we could just, you know, and even if it’s not today or tomorrow, if it’s next week, whatever, but we would be interested in kind of seeing start to finish.
Mallory Smith (49:51) Absolutely. How about this? Anyone else that needs to jump to other calls? If you’d like to go, let’s I do have a few gaps today. I don’t know how late I know with you being on Eastern Time. So I have a gap from three to four eastern and then I have another one at 445 until whenever. So would that time work? Or should we look at tomorrow? Because tomorrow is pretty open as.
Annette Craig (50:12) Well, Nikki and Stephanie, are you still on?
Mallory Smith (50:19) Three PM works?
Annette Craig (50:21) That’s what I was thinking today. Yeah. And that’s three PM eastern, right? Three PM eastern today? Yes. Okay. You know, you know, math is not my strong suit, but it.
Mallory Smith (50:31) Is three PM eastern? It’s two PM central for me. And then I can send, I’ll send a 30 minute block just to make sure we have plenty of time and we’ll move on to the visual.
Annette Craig (50:40) And so Stephanie’s looking like tomorrow’s better for her. I’m just looking and I know she’s got a lot of things going on down there. So, okay.
Mallory Smith (50:49) Okay. Well, we can always do tomorrow as well. I have several gaps especially between let’s see 12, 1,245 eastern to two P. M. Would that time work? It’s.
Annette Craig (51:03) good for me, Stephanie and Nikki?
Mallory Smith (51:08) Works. Okay. All right. Then, I’ll send it for one P. M eastern a 30 minute block. Okay. Medallion team, you cannot tell anyone else that I’m this bad.
Annette Craig (51:17) At translation… I’ll.
Mallory Smith (51:20) send that. I’ll get that over to you in the next few minutes. Okay.
Annette Craig (51:24) Thank you all.
Mallory Smith (51:25) Right.
Annette Craig (51:25) Thank you.
Brandon Bradshaw (51:27) Okay. Thank you all.
Annette Craig (51:28) Thanks. Bye bye.