Transcript
James Donachie (00:00) you guys are back in the office for another Thursday free lunch?
Katie Downer (00:04) Yeah, that’s right. James, we got two hands today. You ever had that?
James Donachie (00:10) No.
Katie Downer (00:12) It’s pretty good. Honestly?
James Donachie (00:15) Where’s it from?
Katie Downer (00:17) I think New York or la?
James Donachie (00:20) Okay. And,
Katie Downer (00:22) they brought it out here recently. It’s pretty good. I got a burger, Katie got like a bowl or something, some bowl. Yeah.
James Donachie (00:31) They’re doing a pop up in Littleton, for call your mother bagels. Ooh, New York, maybe the New York, yeah, it’s hard to get good bagels here.
Katie Downer (00:41) Yes, it is.
James Donachie (00:45) But, yeah, they were awesome. I was like, this is, I’ve had that, and then what is it? Rosenberg’s, it’s the other bagel spot? Yeah, they’re in boulder, I think gone to boulder for bagels.
Katie Downer (00:58) Okay. Trying to boulder for bagels that’s a worthwhile trip for sure.
James Donachie (01:04) Well, my cousin just graduated. So, I was up there visiting him, but it definitely weighed into the visit because I grew up in like Connecticut, New York City. And so the bacon egg and cheese on a bagel on an, everything bagel with some hot sauce is like,
Katie Downer (01:25) yeah.
James Donachie (01:27) That’s my breakfast. My, I’ll call it like maybe Sunday morning, you know, after some fun time that you just need a greasy bagel with some sausage on it. Oh, yeah.
Katie Downer (01:39) That’s a classic right there. Hey, Amy. Hey.
Amy Barfield (01:45) My mic wasn’t on. Hi. How are you?
Katie Downer (01:48) Good. Thanks for joining today. Yeah.
Amy Barfield (01:51) No problem. Okay. You must be Catherine and you are.
Katie Downer (01:55) This is, Rahul.
Amy Barfield (01:57) Okay. Nice to meet you.
Katie Downer (01:59) Yeah, yeah.
James Donachie (02:02) They’re right down the street from me here in Denver and they go, oh, nice.
Amy Barfield (02:08) They.
James Donachie (02:08) go into the office on Thursdays because they get free lunch, nice little perk that they have. There you go. We don’t.
Amy Barfield (02:14) have local offices. We should door dash and meet on something since we aren’t local. Oh,
James Donachie (02:24) wait.
Katie Downer (02:24) You’re also in Denver?
James Donachie (02:26) She’s in Oklahoma.
Amy Barfield (02:27) No, I’m in Oklahoma.
Katie Downer (02:28) Oh, that’s not too far for a meeting a person meeting?
Amy Barfield (02:32) Right about like six to 10 hours somewhere around there.
Katie Downer (02:36) It’s been.
Amy Barfield (02:37) A while since I’ve made that drive. My uncle lives in Colorado Springs. So, nice. Nice. Alright. So, I understand that you have some questions around medicare.
Katie Downer (02:49) Yes. Have you been filled in a little bit about what’s been happening for us? Okay? Awesome. So really what I want to get like a hold of today is just what is the next steps for us in terms of making sure that we apply for like virta as the group get our addresses up to date and change the ao in the applications to be Rahul instead of Joseph miller. Because what we did last time is we did the group demographic updates, however we couldn’t call to confirm. So we’re getting all these letters being like call and confirm, call and confirm, and we couldn’t do that. So, I think that all of them are going to expire if they haven’t already.
Katie Downer (03:30) So we want to also change. Yeah. So we want to update the addresses. We want to take away the five one folsom street, and we want to add Rahul… into our applications so that’s really like priority one. And then the second priority would be making sure that some of our providers actually are now deactivated, which we need to have them be enrolled. So, you know, going through and understanding why that happened. Slash, can we reapply to ensure that goes through? Yeah, are.
Amy Barfield (04:05) they deactivated with the group or deactivated with their individual enrollments?
Katie Downer (04:08) I think it’s their individual enrollments and it was just line items that we had on medallion that just said like this provider is deactivated. So it wasn’t like an email or anything that we got.
Amy Barfield (04:26) Okay. Yeah, deactivated sounds more like on there, they probably were up for a revalidation that didn’t get or maybe they had a former employer that they were linked to and they didn’t have any other… reassignments. And so they deactivate the account because you have to have a reassignment to have an active enrollment. Okay? I’m trying to pull up your pitcoast right now or your enrollment now? Yeah.
Katie Downer (04:53) That would be so, yeah, let’s walk. I guess like let’s walk through the group first just to see like what we need to do for these states, so.
Amy Barfield (05:02) I did look at a few of them. Okay? I did call out to James. I was like, hey, they’re the five of one folsom is on their correspondence and their medical records. We need to change that there’s. Joseph is the managing director, and then you have, what is the other Jeff?
Katie Downer (05:19) Jeffrey?
Amy Barfield (05:20) Jeffrey is on there as the ao. So are they affiliated at all with your company?
Katie Downer (05:27) Joe miller no longer works with virta, no longer affiliated. Jeff is still part of it, part of virta, but we do want to remove him as the ao, because he, he’s not in a place to make these phone calls or to be like, the contact person. So, we do want to update it to Rahul.
Amy Barfield (05:47) Okay. And, who is, who has ownership?
Katie Downer (05:54) What kind of, yeah, what kind of ownership?
Amy Barfield (05:58) Either organizational like you’ll have an organization that owns you or there’s like a person who owns the group or?
Katie Downer (06:07) That would be Jeff. That would be Jeff. Okay? So.
Amy Barfield (06:11) Jeff would need to stay on the enrollment as the owner. Okay? And an ao. Okay. But you can have more than one ao, what is Rahul’s title at virta?
Katie Downer (06:29) Technically, I’m a senior manager for clinical enablement.
Amy Barfield (06:35) Okay. So, in order to be an ao, you have to be either a CEO, CFO, you know, one of the C suite names, but we can make you a delegated official, so you can still sign as a managing employee.
Katie Downer (06:51) Yeah, cause I’m in whatever Joe had, I should have because Joe, I’m in Joe’s role now basically.
Amy Barfield (06:58) Okay. Let’s see. So we’ll have to keep.
Katie Downer (07:04) Keep Jeff. Okay?
Amy Barfield (07:05) Keep Jeff on there and make sure that he is. Let me just look at one of your active enrollments and… I can share my screen here.
James Donachie (07:23) Amy, I knew you were the person for this conversation.
Katie Downer (07:29) Yes, this is exactly what, we wrote for.
Amy Barfield (07:33) So, let’s see. So this is for Alabama. Okay? If we scroll down, we’ve got Jeff… as five percent or greater so we could keep this information the same.
Katie Downer (07:49) Okay.
Amy Barfield (07:50) This needs, can you see it? Okay? Let me, yeah.
Katie Downer (07:52) Yeah, you’re fine. Make.
Amy Barfield (07:53) it a little bit bigger. Katie.
James Donachie (07:56) I can send you the recording too. So, perfect.
Amy Barfield (07:58) Perfect. Yep. Yeah. Okay. So we can keep this the same. We want to make sure that this is reflected in medallion this way as well. And I’ll show you that area too, so that it’s replicated anytime we’re doing enrollments for you guys.
Amy Barfield (08:16) Okay? We can remove Joseph, and basically, this looks the same. We’re just going to put Raul’s information here. Okay? His information will also need to go in medallion, so they know what to put in this section. Okay. Which we’ll go over here in just a minute. And then banking is the same. Is your banking information? Yeah.
Katie Downer (08:40) The banking is banking, we updated, so that should be okay?
Amy Barfield (08:44) Okay. We just need to, is Melissa Quinn, still, the, it… looks like email account third party. We may want to, we want to put this somebody at your facility as the contact for third party banking or not third party, but as the eft contact.
Katie Downer (09:04) Okay. Update that. Yeah.
Amy Barfield (09:07) And then you want to remove this? Yes, we want to put someone at your company here. Not a medallion user. I looked at some of the other ones and it had Joseph’s name all over the place.
Katie Downer (09:21) Yeah. So.
Amy Barfield (09:23) We just want to try to keep it consistent across the board. Okay? So we can do demographic updates. We may have to let’s see. So here’s Joseph’s email here. Yeah, as well. So we’ll need to do a demographic update for each of these states and I can outline what needs to be requested for each state and give it to James to provide to you. Okay? What you need to request in the request line? So you’ll do a demographic for the group. Okay? Questing these items… before we do that though, we need to go into medallion. Let me get your thing up here.
Katie Downer (10:09) I’m going to Amy while you’re pulling this up. We’re going to just be doing this for the ones that we currently have task items for like the ao calling correct, that will be the states that we’re like addressing first because there have been some that have come through somehow, some way that like we didn’t have to do anything for. Yeah.
Amy Barfield (10:28) Well, medicare guidelines say any changes, in structure or any changes within the organization, address changes have to happen within 30 days of the change.
Katie Downer (10:41) Yeah. Okay. I don’t know. Yeah, we’re definitely outside that window, but we can definitely, yeah.
Amy Barfield (10:48) You don’t have to tell me when that was. I mean we did it today, you know, I mean, they only know what you tell them. So I would just stress that it probably needs to be done. You can do them all at the same time. We’re going to submit them all. But, yeah, the ones that you need more immediate, I would work on first.
Katie Downer (11:06) Okay. Can I do just one demographic update for, and just put every state in?
Amy Barfield (11:12) Oh, no. Okay. Yeah, you have to do it for each state. Yeah, you have to do it for each state because they’re separate enrollments. Yeah, I was like, can you, okay. So once you’re in your profile, you’ll need to go to your group section, okay?
Katie Downer (11:29) Go.
Amy Barfield (11:30) Into the group… in profile. Go to group officials right now, we have Jeffrey Stanley here as the authorized official. He’s the he’s the owner, right?
Katie Downer (11:47) Yes, he’s part owner. Yep. Okay.
Amy Barfield (11:49) So, I’m also going to add this to him five percent or greater… and add what you’ll need to do is add your roles in here based on there’s several different.
Amy Barfield (12:01) So we can go to add group official, okay, role. You’ll put your name in here. You can put your, what you’ll be doing. So you’re going to be a contracted managing… employee.
Katie Downer (12:19) Contracted managing employee. Okay?
Amy Barfield (12:20) Wait, let me see. No. They don’t have W, to employee on here.
Katie Downer (12:25) He does have, is there delegated employees?
Amy Barfield (12:28) There is delegated?
Katie Downer (12:30) Officials?
Amy Barfield (12:31) So, you’ll mark yourself as delegated official managing employee. And then if you manage also put yourself as a medicare contact, that’s going to allow you to call on the status of your applications. That’s why, you’re not being able to call on the status because you’re not listed as a contact. So put yourself as a contact. Catherine. If you want to be a contact for medicare as well, put your name in here as a medicare contact. If you’re also managing medicaid, go ahead and add yourself as a medicaid contact as well. So they’ll add one or both of you to those applications too. Okay. And then you can even put, like if you guys are able to sign for any contracts, you can put yourself as a contract signatory and they’ll put your name on there versus asking Jeffrey to sign. So that’s just something to throw out there. If Jeffrey is the signer, we can add that to his.
Katie Downer (13:32) Jeff is the signer. So, definitely.
Amy Barfield (13:34) Put him as contract signer as well. Okay. Perfect. We just want to put all roles that you, they would be doing. So our team knows where to delegate that to. Okay, official. Okay. So now he’s all set, you’ll just need to come in here and add your information to the group officials page.
Katie Downer (13:53) Okay. Awesome. Okay. And.
Amy Barfield (13:55) then let’s look at your operational info. Oh, this was a big call out. It was telehealth, right?
Katie Downer (14:04) It’s all telehealth. Yeah, we definitely want to make sure that that’s highlighted. Yeah.
Amy Barfield (14:08) So, here’s the issue with getting site visits James has told me about earlier, is in each of these locations, you’ll need to go into their profiles, go to operational info and select telehealth only. Okay. Yeah. That way, our team knows like this is not a physical location. It’s a telehealth location are?
Katie Downer (14:34) They all already as telehealth only, no, she just clicked that.
Amy Barfield (14:37) I just clicked it. Yeah. So.
Katie Downer (14:39) I’ll go do that. I checked.
Amy Barfield (14:41) A few and I didn’t see it. There might be some, but I didn’t go through all of.
Katie Downer (14:45) them. No, no, that’s okay. So then,
Amy Barfield (14:48) you’ll have to come down here and save and finish. Okay, work to save. So that tells our team, it’s telehealth. So, when they enter it into paycoast, they’ll enter it as a physical location. But then the next page asks what type of location is this? And it gives a list of locations, like, is it a group clinic practice? Is it a hospital? We’ll select other and put telehealth? Perfect? And then they won’t do a site visit. Okay?
Katie Downer (15:17) Wow. Okay. I cannot believe it’s. Taken three and a half years of working with medallion to figure that out. Yeah.
Amy Barfield (15:23) I don’t know if.
Katie Downer (15:24) you’ve gotten it, but I hate that. I don’t know if you guys knew, but it shocked me that no one at medallion has mentioned this to us.
Amy Barfield (15:32) Okay. To.
Katie Downer (15:33) Be totally honest, has.
Amy Barfield (15:35) It been an issue for three years.
Katie Downer (15:38) We’ve gotten, I mean, on and off, it’s like we have to answer a lot of questions about like certain line items being like what kind of practice is this? And then you have to respond telehealth. Yeah. So that’s great to know. You know, what well I.
Amy Barfield (15:51) Will say in the last few months, they updated that section. I can’t recall if it did say telehealth, brick and mortar. They may have realized it was becoming an issue and added it. Got it. Yeah. So I can’t remember to be honest with you, what was there prior? Okay? So that might be why.
Katie Downer (16:10) Got it. Awesome. I wish we had known this the first time we did this go like 50 applications.
Amy Barfield (16:16) Yeah.
Katie Downer (16:18) But, you know, what we live and learn, right? So it’s fine.
Amy Barfield (16:20) Right. Yeah. And I think James has communicated to the processor on our team, the specialist on our team that, hey, these are all telehealth. So she knows moving forward to do that. Yeah.
Katie Downer (16:32) Should.
Amy Barfield (16:32) she have somebody come and help her or someone else on the team? We just want to make sure it’s updated and it’s high end now. Yeah.
Katie Downer (16:39) So, I’ll update that add Rahul, and then we’ll be able to go do the demographic updates, And you’ll send me the information to put in the box of request. Yeah. Okay. Perfect.
Amy Barfield (16:53) We need… to get Rahul added to as a delegated official, so that’s a little task in itself. Do you have an Ina or paycoast login? Rahul?
Katie Downer (17:08) I don’t… know.
Amy Barfield (17:12) I’m gonna take that as a, no.
Katie Downer (17:15) I mean, I’ve logged in there before, but I don’t know if I logged in with virta, you might have the virta one. Yeah. Do I have to have my own? Yeah.
Amy Barfield (17:24) I mean, it follows you wherever you go. So if you ever leave virta, you can use it. Sorry, I just need to check my time. You can use it with future employees. It’s owned by you and basically, you get linked to groups or you’ve seen like surrogacy requests come through. So you become a surrogate to the company so that you can work on their behalf.
Katie Downer (17:52) Okay. Yeah.
Amy Barfield (17:54) And they don’t like us sharing username and password. So that’s how you link to tax ids and become a delegated official, and all that jazz. So what we’ll need to do is get you an account and I’m going to help you do that real quick. Do you have time? James? I don’t know if you have time. Okay. So first, we’re going to create an account… and I can either do it. It’s going to ask some personal questions. So I don’t know you’re going to have to put this information in medallion anyway. So, what is your email address?
Katie Downer (18:34) It’s R a HUL dot GUPT a GUTGUPP as in Peter T, as in Tom, a, as in apple at virta health? Okay?
Amy Barfield (19:01) Intertax gosh. Gene.
Katie Downer (19:08) Barely see that… it says.
Amy Barfield (19:12) It already exists in the system. So let’s do, forgot passwords. Yeah.
Katie Downer (19:16) So, I think we might be using my email for the virta health group. Oh, okay. I think we are, do.
Amy Barfield (19:23) You know, your password?
Katie Downer (19:24) I do, I think.
Amy Barfield (19:28) I mean, either you can log in and share or, I mean, we’re.
Katie Downer (19:32) not, I’m in it.
Amy Barfield (19:35) Oh, you’re in the.
Katie Downer (19:37) I’m in Rahul’s right now?
Amy Barfield (19:39) Okay. You want to, are you in this Ina, in his?
Katie Downer (19:44) I think so. Yeah, okay.
Amy Barfield (19:46) Do you want to share your screen? And then I can show.
Katie Downer (19:47) you how to work? Oh, now, I’m only in medicare here. Let me just share my screen.
Amy Barfield (19:52) Okay. Let me stop sharing here.
Amy Barfield (20:02) Oh, yeah. That’s Pecos. So we need to go to Ina, which is, let me share this link with you in our chat. It’s the same username and password as Pecos.
Katie Downer (20:30) And it’s my cell phone. It’s my phone and his email, which is the funniest thing?
Amy Barfield (20:37) Just, don’t ever tell medicare that you’re not Raul, if you call.
Katie Downer (20:40) Oh, no. I always pretend to be him. Yes, they.
Amy Barfield (20:44) Will shut it down so fast. Oh, okay. Go to, it’s. Been a minute. Go to my connections. I just want to see and hit that plus sign. So, these are all the people or providers that are connected to virta. Yep. And these are the people that have surrogate to virta. Okay. So let’s go back. I want to see what his status is. Go to my profile, scroll down… and he is, okay… authorized official. Okay, is pending right now. He’s an access manager. We need to update that to delegated official. So if you’ll hit the plus sign here, huh. And then do modify. No, no, sorry request, role change. Okay? And then select one. Oh, it only gives probably because he’s the only one. Okay. So Jeffrey has to, is that his name? Yeah, I keep wanting to say, Justin, Jeffrey has to have an Ina and he has to be listed as authorized official as the owner for him to even approve any of this. Does he have a login? No?
Katie Downer (22:10) Jeff might, if.
Amy Barfield (22:12) he has a Pecos, he would have a login?
Katie Downer (22:16) Okay. Let’s give it a shot. Okay, you can get that from him if he knows his stuff. Oh, look at that. Oh, you.
Amy Barfield (22:31) Got to reset his password.
Katie Downer (22:34) Is that going to his email retrieve forgotten? Let me get him on the slack line.
Amy Barfield (22:40) Oh, yeah. Get him on the slack line. Yeah, it looks if you do it more than one or more than three times, it’s going to lock it, and then you have to call. So I would just do either forgot password or see if he’s changed his password.
Amy Barfield (23:02) Thank you. It’s going to ask like social and that type of stuff. Do you?
Katie Downer (23:08) Know that offhand. Okay. Wait, I’ll stop sharing. So I don’t share his social on here. I.
Amy Barfield (23:13) mean, it’s in medallion.
Katie Downer (23:15) That’s true.
Amy Barfield (23:17) If I really wanted.
Katie Downer (23:18) To do something with it… good call out. I have a plethora of social security numbers. At this point. I almost have his memorized, which is bad because I have to put it, in a lot of places, right? I know his birthday is August twelfth, 1980, like one of those.
Katie Downer (23:41) How is it not going to let me freaking copy this? Bye.
Katie Downer (23:58) Oh, last four digits, you dummy?
James Donachie (24:13) Excuse me… Amy. Thank you again for hopping on for this as we’re working through this.
Amy Barfield (24:25) Medicare, I know pretty well. So, I was like, yeah, I got this.
James Donachie (24:30) That’s what I told them in my email. I said, I want to write to the person that has all the answers.
Amy Barfield (24:37) I don’t know about all that, but I can get through medicare. Pretty well…
Katie Downer (24:47) Why is this not working… contact phone number? Maybe I need to put in his actual phone number that’d be wild. Yeah.
Amy Barfield (24:55) It’s always like, did they use the company address? Did they use the home address? Yeah.
Katie Downer (25:01) What?
Amy Barfield (25:01) Phone number?
Katie Downer (25:06) What is his zip code?
Katie Downer (25:18) Okay. Is he online? Yeah, we’re waiting for a token that was sent to his email, okay? Okay.
Amy Barfield (25:26) You don’t have that password?
Katie Downer (25:31) Josh just gave me his email. I know.
Amy Barfield (25:34) Right. I mean, there are some doctors out there that just don’t want to deal with the technology at all. They’re like, just let me do what I do and y’all, deal with the rest, you?
Katie Downer (25:44) Know, he just at this point, I’m like he’s like, do you need this? Do you need this? And I’m like anything that you don’t want to do, just send it to me. And so, I take it forwards all day. Like, hey, there you go. That’s nice. It is nice because honestly, I don’t want to bother him all day. So, yeah.
Amy Barfield (26:03) Well, it’s good when you can trust people with that information, you know?
Katie Downer (26:06) It’s hard to come by.
Amy Barfield (26:09) It’s.
James Donachie (26:09) almost like you can set up like a dummy email address that like just goes to you that’s like says like Jeff, you know, yeah, at virta or something.
Katie Downer (26:21) Jstan. At virta.
James Donachie (26:23) Yeah.
Amy Barfield (26:24) That’s funny. Okay.
Katie Downer (26:27) Well, since we have limited time, we’re going to get this token and then I’m going to go in there and into the role. Are you guys able to go over if you need to? Or should we start it at virta? Well, let’s just get the information. Yeah. Okay.
Amy Barfield (26:40) If I need to jump on, I won’t be here next week, but if I need to jump on a follow up call, I can do that. It takes a couple weeks for them for like for medicare to approve an authorized official. It’s kind of a process. So what happens is he requests authorized official, he’ll have to look in his email regularly for probably the next couple weeks and wait for an email from, I don’t know if it’s CMS, HHS, one of those. And it says, please have someone from your company verify your employment. So then it comes with a little code so either one of you can call that… number and verify his employment and say, yes, he is the owner or if he doesn’t have somebody there’s, also a way for him to verify it, but he has to wait for that email. Once it’s verified, they usually turn it around within 24 hours. I had one processor that I don’t know if she’s trying to push my buttons, but she took two weeks to process it. But usually it’s like within 24 hours, once that happens, then he has full access to paycos to sign link, all the jazz, and then he can approve Raul to be a delegated official.
Katie Downer (28:03) Okay. Yeah, cool. And we’re going to get all this in the follow up notes probably.
James Donachie (28:10) Yeah, I’ll just send the, this is, you guys probably want to have the recording. So I’ll send that, and then I’ll send the, it does like the AI follow up notes and then I’ll just write our own, but I’ll make sure you guys have the recording because you probably want to pause along the way to make sure that the screens.
Katie Downer (28:33) A lot of.
Amy Barfield (28:34) Gold.
Katie Downer (28:35) Amy, while we’re doing this, like, so should we wait for Jeff to do like or to get this like two to three week process before we even apply for the medicare well.
Amy Barfield (28:45) If he’s already a signer in medicare, he may already be linked but I don’t know without looking, and then if he is linked, he might have in his Ina profile to just approve Raul right now? Okay?
Katie Downer (29:00) Send verification, ask him for a text.
Amy Barfield (29:05) Yeah. But if that’s not in there, there is a way to make a request for Raul to be a delegated official. Okay. Right now, there’s no ability to change anything because we have to.
Katie Downer (29:19) We might get it right now. Maybe it might be worth doing like a really quick. Yeah, I feel like I’ve done this. I honestly did this like, I feel like a month ago or two, but like it was to remove Joseph miller, right? Six, one, three, two, two, seven, six, one, three, two, two, seven. Yeah.
Amy Barfield (29:38) Yeah, it’s a lot easier to remove. You just click that D, okay. Let’s associate button. Getting somebody out is like, so.
Katie Downer (29:45) Okay. So we are in, Jeff’s okay?
Amy Barfield (29:48) So, I don’t see any pending and like pending requests. So let’s go to my staff. And then there’s Raul’s name. We’re going to modify him.
Amy Barfield (30:03) To, yeah, modify access to, does he have more than one? It looks like? Okay, right now, he’s an access manager, modify that to it’s. Not giving you ability.
Katie Downer (30:16) This is what I ran into a month ago.
Amy Barfield (30:19) Oh, no.
Katie Downer (30:20) Yeah.
Amy Barfield (30:21) I wonder if… yeah. Well, here’s the workaround. Okay? If we put Jeffrey, like if we do his dropdown in paycos, for him to sign, we can put Raul’s email address and it will send the signature request to Raul. All he has to do is put in his social date of birth, Raul’s, email address, check the box and it’s signed that’s.
Katie Downer (30:54) what? So that’s what Jeff sends me all the time. So, Jeff is good with just keeping like we’re good with keeping Jeff the signer of those, as long as Rahul can be the one the call person to say this is correct. Yeah.
Amy Barfield (31:07) So, let’s just remove Jeffrey from everything. We can still put Raul. If you have like a company email that you would rather put as like the contact throughout, the medicare application, that might be veterans, you know, that you both have access to. If Raul’s like the one who has access to everything, then you can put Raul’s email through that. But as you can see, we have to change Joseph’s email. So, like if there’s ever any changes in your structure or maybe Raul’s role changes, you have to go back in here and do these demographic updates every single time. So that’s just a, but,
Katie Downer (31:42) we.
Amy Barfield (31:45) can add him as a contact. We can remove Joseph miller. So it’ll just have Jeffrey. And then when we do signatures for Jeffrey, those signature requests will be emailed to either you, Catherine or Raul and you can check the box to sign it.
Katie Downer (32:03) Yeah, that’s what I’ve been doing. And then he.
Amy Barfield (32:05) doesn’t have to forward them to you. They’ll just come directly to you. That’d.
Katie Downer (32:09) be great.
Amy Barfield (32:10) So, James, what we’ll need to do is make sure we update the team. I don’t know if there’s like anything in project plan related to medicare for them, probably not, but let them know that signatures need to go to either Raul or do you go big, Catherine or Katie?
Katie Downer (32:27) Catherine’s fine. Okay?
Amy Barfield (32:28) Sorry?
Katie Downer (32:30) Katie’s, good. Just calling.
Amy Barfield (32:32) You by your full name. So, yeah, we’ll need to update that. And then, yeah, I’ll try to, I’ll put it like a little blurb here on this agenda, how you need to request for your demographic updates for each of those states perfect.
Katie Downer (32:49) Okay. That sounds great. What?
Amy Barfield (32:51) Is the, can you, or do you know, James, what is, the new address that’s the corresponding address? Is that updated in medallion as well?
Katie Downer (33:04) Our correspondent? What? I wonder what it is right now?
Amy Barfield (33:08) Because that would need to be updated… right now, we have six… 55 Montgomery street as the mailing address. We have a billing po box… medical records requests. We don’t have anything checked on there, email or physical, not that it matters for medicare, but it might for other payers. Okay?
Katie Downer (33:33) The correspondence address is neither of those.
Amy Barfield (33:37) Okay. So then that would need to be updated.
Katie Downer (33:40) Where do we put that?
Amy Barfield (33:42) In the group? If you go to groups, click on the name of the group this.
Katie Downer (33:52) Is our correspondent address, right?
Amy Barfield (33:53) Profile? And under mailing address, you would need to update that. Right now. It’s 65 Montgomery street in San Francisco, so.
Katie Downer (34:01) The, the mailing address would have to be updated because this is our actual like this is our like our physical location is our mailing address, but our correspondence address that we get like mail to like everything else is virtual address is a virtual address. So, should we keep the six five five, because that is technically our like company address?
Amy Barfield (34:22) Yeah, I wonder where they’re getting or maybe they, that one’s pretty, let me see if… it’s practice room.
Amy Barfield (34:39) James, it might be worth asking Jen where she gets the correspondence address from. Okay, we know where that needs to be updated. And if it’s it might be worth like the mailing… what do you use the mailing address for? If you want your correspondence address, everything, credentialing provider, enrollment, medallion related to be mailed to a different address than what you have as your mailing address.
Katie Downer (35:08) We want the mailing address to be the six five five. We do. Yes. Okay. Because that’s where we actually get mail and monitor mail from. Yeah. And like if we never ever get like letters and stuff that’s going to the mailbox that people are looking at. Yeah. Does anyone look at the covina address? I don’t get notifications, but, we can make it. So we get updates but it’s a lot harder to like sort through. So, let’s keep it at the. We’re, going to keep it at the six five five?
Amy Barfield (35:36) Okay. So that’s what we’ll go into medicare? Okay?
Katie Downer (35:39) Yeah, that works. Okay. Yeah. Okay.
Amy Barfield (35:42) All right. I’ll put a little blurb together for you to make those requests per state, make sure that the medallion is updated with your group official’s… first so that they reflect what we’re asking in the request, perfect.
Katie Downer (35:59) And virtual too, we’ll have to go into every place and say virtual.
Amy Barfield (36:03) Yes, that too. Yeah, yeah.
Katie Downer (36:05) Cool. All right. Well, I know we’re over, so we got to run too, but I think Amy, this has been so helpful. Thank you so much.
Amy Barfield (36:11) Yeah, no problem. All right. Yeah.
Katie Downer (36:14) Nice to meet you, James. I’m sure we’ll talk soon.
Amy Barfield (36:15) Yes, yeah.
Katie Downer (36:18) Bye, everyone.