Transcript
Mallory Smith (00:00) hey. Oh, I’m not used to owning a meeting. There’s. Two people in the waiting room. I’m going to let them in. Okay.
Mallory Smith (00:13) Wonderful. Hey, Debbie. Hey, Annette.
Annette Craig (00:19) How are you?
Mallory Smith (00:22) I’m okay. It’s a good Thursday. How are you?
Annette Craig (00:26) Good, good. Good.
Annette Craig (00:33) I think we’re still just waiting, Stephanie. I don’t see her on or is she? Oh, no, she is on. Okay? And Nikki’s there too. And Debbie, okay?
Mallory Smith (00:41) I think we’re all here on our end.
Annette Craig (00:44) Well, that.
Mallory Smith (00:45) Beats the record for the quickest I’ve ever seen people join a call. So count that as a win. All right. I’m not used to being the call owner. So I’m having to admit people, I’m like this is a lot of pressure. Okay? I don’t know how we do this. Let me get the demo environment pulled up. And then really, this is very informal. If we can take the full 30 minutes, we can take 10 or 15. It’s no issue either way. Okay.
Brandon Bradshaw (01:16) And then, Annette, hi, how you doing? I just wanted to say that I got your email for scheduling the time. Thank you for confirming that. So, I just got back from dropping my daughter off at school. So I’m going to go ahead and schedule that here now while we’re on this call.
Annette Craig (01:29) Great. Thank you.
Mallory Smith (01:33) Okay. Are you able to see my screen? I?
Annette Craig (01:36) Am. And Debbie, I know you weren’t formally introduced she wasn’t on our call yesterday. Okay? She’s the one who does the payer credentialing for the Wilkes barre scranton market right now.
Mallory Smith (01:47) Wonderful. Hi. Welcome, Debbie. Hi.
Debbie (01:50) Yeah, I do all the physicians for the clinical, the clinic side.
Mallory Smith (01:55) So, you keep pretty busy is what I’m hearing then?
Debbie (01:59) Absolutely.
Mallory Smith (02:00) Yeah, that’s what I was thinking. I spent my first five years. I’ve been in the pdm space for roughly 10 years or so and my first five were spent in operations payer enrollment, primary source, getting those applications out the door. So I hear you. I get it. All right. So just to go through and level set, we do have Brandon, who is your implementation manager as well as Christy, who is your account manager joining us today. They just wanted to be a fly on the wall. They’re here for moral support is what they told me but didn’t tell me.
Mallory Smith (02:30) But ultimately, the goal for today is we’re just going to do a high level demo overview. I know that several of you weren’t actually able to see the platform before the evaluation was complete. So I just want you to get familiar with it. This is very informal. So if you have questions as we go through, please let me know and then we’ll take it from there. Thank you. Of course, the flow that I’ll probably do just to make sure we have some kind of like standard flow is we’ll start with inviting new providers to the platform. And then from there, we’ll transition over to the privileging joint commission level credentialing aspect. And then we’ll go into pay or enrollment that works for anyone. All right. So when it comes to inviting new providers, of course, we’re having very active conversations right now regarding implementation, the implementation spreadsheet, and so forth. If you do have questions about that on this call, happy to answer those for you. We do have Brandon, and then we can also take them back if we need to do further clarification with them. But when we get you to steady state, this next process I’m going to show you is for any of those new providers that have been invited to the platform itself. So someone from your team, I’m assuming maybe all three or four of you would be responsible for this. You’ll log in to the medallion platform right now. I’m on the providers tab. This is also your directory. You’ll be able to see exactly which facility… or group that these providers are a part of. If they’re a part of one, or if they’re a part of multiple from here, you’ll invite the new provider by clicking invite provider. We do have role based access control. So the big thing with our role based is going to be providers can see, their information alone. I am going to show you what a provider visual would look like in the platform, your admin role, this would definitely be for everyone that’s on the call today. This is going to show you any and all information. We also have team manager and team viewer. So I know that we have three different facilities that are somewhat getting consolidated into one over an unknown timeline. There’s absolutely no rush. One way that we go through and differentiate is have team managers. So maybe Annette will put you over the wolf’s bear and then, you know, Stephanie over your region and so forth. And then of course, team viewer, I don’t think team viewer will be as relevant since the three of you kind of head up the credentialing and the W do more of the PE. But ultimately, what we need from the provider to be able to initiate that welcome onboarding process, an email name, start date and provider type. From here, an invitation email is going to be sent out to the provider. You do have the ability to edit what that messaging says, as well as have your logo up at the top. So we allow white labeling with it. Before I show that welcome email, the providers receive any questions about how to invite providers to the platform. No. Awesome. Then let’s take a look at that welcome email. So again, you’re going to have your logo right up here at the top of it, you can control the messaging of the body itself. And then if your providers do have caqh, I’m going to take you through the onboarding flow where they can connect it or you can connect it for them. All that we really need. If you’re connecting it for them, their last name, npi, caqh, id, if the provider is connecting it themselves, you’ll need the last name, caqh id and social security number. So I’ll give you a visual of that. I’ll show you other data ingestion methods as well. So this email is going to go out directly to the provider. They’ll be able to review it, then they will click get started. When they click get started, it’s going to take them through our onboarding flow. So it’s going to look something similar to this. Tenor health has partnered with us for credentialing payer, enrollment examples like that. The provider would click get started, kickstart their profile. Here are three options that we have for you. Now for your current providers, they won’t have to go through this process necessarily because we have the implementation spreadsheet. So when you do invite them to the system, part of the messaging that will go out to current providers is, hey, we’ve partnered with medallion. They’re going to be our new cvo partner in this. Space, they’re going to perform the privileging, the credentialing, payer, enrollment services for you. And when you get access into the platform, they can just select manually, fill out profile. But then all the information will be there for them already, especially if you’ve already connected their caqh if you haven’t let them know and they can connect their own. The other option we have is the resume scanner. So this is a really cool feature. If this is a graduate fresh out of school, if they don’t have a caqh profile yet, we do have the option of uploading this as a PDF format and then it can go through and populate the provider’s profiles and other options. So current providers will be able to not have to worry about this. New providers moving forward, have at least three different options. I’ll pause there and just ask a really quick question. Annette. I know we’ve spoken at length regarding caqh profiles that providers do or they don’t have it. And I know that you also have some that are not employed providers but need privileges at your facilities. What do you think would be the preferred route here?
Annette Craig (08:07) Well, obviously for the community physicians, I don’t know some of the older community physicians won’t even have a resume, but if it’s a newer doc probably from the resume, I think. And I think most new docs, and especially if they’re not employed with us, they might not even know what a caqh is.
Mallory Smith (08:23) Sure. Absolutely. Okay. I think that’s right on target of what we were thinking of just to provide multiple ways that they can log in. So the great thing is that we’re able to track those data points. So as you are onboarding new providers, whether they are employed W to or they are just from the community themselves, we’ll be able to have those metric points and you’ll see what’s more advantageous, what’s being used more. And then maybe you could even change the email messaging to reflect that as we progress through. Okay. But thank you for that. So for this purpose today, I’ll just go ahead and say connect their caqh. They’ll need their social caqh id and last name. From here, they’ll click verify what this does because we are a participating organization status with caqh. It’s going to reach out via API to caqh, pull over all the data, all the documents for that provider in question. It’s going to confirm and link. And then this would be the last view the provider has before they log in and see their own profile. So it’s going to link their caqh account. Typically, the linkage itself of transferring the data takes less than a minute. But we only have that API call maybe like once every hour. So that’s why we have the one to four hours up here. So it’s an immediate transition over when it’s time for that API call to be set up. Once the provider has linked it. I’m now going to show you what the provider would view. So when they first log in, they would have their status checklist to the left. If any information is missing, it’ll be missing a green checkmark here. They’ll have the ability to review any and all information, whether it’s something that you’ve entered already for them, or if they entered it themselves… they can see their licenses, an overview tab for any tasks that you may already have for them, their payers that they’re going to be enrolled into. And then finally we do have electronic signature. So there is a mobile friendly option. I’m going to show you that next when we think of the final onboarding experience for providers, what we’ll need for them to do, I think there’s three or four forms here. So information release authorization. This is just so that we can say like, yes, we can submit applications, privileging requests, and so forth. On behalf of the provider, they would update their signature, sign them the platform. They can do this from their phone or their tablet. The caqh. Profile authorization. I do believe we have caqh management, Brandon, I’m not sure if you’re able to check that for me or not, but I think that’s in the SKU mix. And then in that case, it’s bi directional. So this basically allows for us to update their caqh reattest on their behalf. This is something that is automatically done through robotic process automation as well as AI functionality. So rather than your team having to log into every single profile once a quarter and update the information and reattest for the provider, this is done automatically. And then the next one agreement to update data that we can update their information in the platform and then profile data attestation. So about once a year, we’ll need each of the providers to log back into the platform just to say yes, this is information of you collecting the last year. It all seems accurate. It’s not a current SKU. Okay. Thank you Christy. So when we have caqh management as a service that is to push information back in. And now, I’m remembering because so few of your providers actually use caqh, you didn’t want to purchase 950 caqh managements for community providers. You still get the full import access with caqh. That is a part of the core functionality. So even though you don’t have this SKU, everything you’ve seen so far today would be the exact same way. So the SKU itself represents the information that can be pushed back into caqh… all right. And then finally they’ll add their signature. They’ll click, save and finish. The provider is pretty much done with the profile. From there, we do see an average of two days to get a provider onboarded from the time that they are invited to the platform. And then they are complete, a large majority of that is from caqh or the resume scanner. So it sounds like we’re on the right track there. The other view that I’ll show you just to wrap up the onboarding session today, the mobile view. So this can be from their phone or their laptop. I just wanted to give you a visual of it just so you had it, you’ll have the profile information. You’ll see that agreements have not been signed. They can pull this up. They can review the documents, add their signature just like they would from the laptop… and then save and finish. So another great tool for them. I think the other great aspect about the profile and the provider can access, it can be a bi directional where you assign them tasks. We’ll have automatic notifications going out for expiring documents, their certificate of insurance, their licenses, examples like that. If there is a date in the system, we can track it and we’ll have auto notifications turned on and going to those providers. You can also continue to use the system as a way to track your communication. So Annette, if you were to send an email to a provider, but maybe you’re out of office next week and you’re not sure if they’ve responded. If you send them a task in the system and they respond that way, then Debbie or Stephanie or Nikki could also see that. So it’s a way to make sure that all the information is out in the open and that if there’s other members of the team that need to see it, they can… great. Awesome. So I’ll pause there. I just want to get general questions feedback onboarding experience for providers. Do you think that’ll be easily adopted?
Debbie (14:19) So this system we would use for both, like Annette does the hospital credentialing and I do the payer. So even if she’s doing the hospital, she could use the caqh information to upload for her. So then when you upload the application, they have two processes. You can do the hospital privilege as well as the payer credentialing get all the information for that.
Mallory Smith (14:48) Yeah, absolutely. All on one platform. That is definitely, I would think the highest value point with my previous… where I spent most of my time in this space. The previous company that I worked at, it was in several different platforms and it was a pain to have to go through and migrate the data over. Make sure you have two notification forms, one for PE, one for PSV. So yes, and the medallion platform is all in one platform.
Debbie (15:16) Okay. So then when you like my question would be like with the caqh, and you’re uploading all that information. Like I usually, when the doctor starts, I give them a list of what the requirements are, and one of them is the caqh. So then I go in and update all our current group information because there’s five different groups. So would I do that first? Then you upload, you could have the current information because a lot of the physicians when they come on board, some of their information is not even current.
Mallory Smith (15:54) Absolutely. So really, it can be either way that you prefer to do this, Debbie. So if I go back into the environment, I’m going to pull up an example of a profile here. So if we take Naomi, for instance, you can invite the provider to the platform that’ll create a shell profile. You could then come into the profile. None of these would be checked because it’s just a shell. We have their name, their npi, their email. But if you wanted to come to the practices section for this provider and add their practices here, if you wanted to clean up any data that also came over from caqh, you can do that as.
Debbie (16:31) Well, we could do that. Okay. Yeah, because I know they don’t want to be bothered with any of that. Absolutely. Not. So I know a lot of the physicians, they don’t even know where they’re going half… the time with different offices. Sometimes they might have five or seven locations.
Mallory Smith (16:51) Absolutely. Yeah. So you can absolutely track that here in the system. Let me say absolutely one more time for the record. So you can definitely track the different practice locations, different facilities in the system, for each of the providers. If I were to go to the facility tab here and let’s just say this first one here is Sharon regional. If I open this up, I’m able to see a roster of the providers that are a part of it. So there’s multiple ways to see the relationships within the platform. I can also see which payers are a part of this facility or this location, the existing enrollment information. So if I want to view it at the individual provider level or if I want to view it at the group or facility level, then you can really see either or.
Debbie (17:38) Okay. Thank you. Of course. Now, have you received all the contracted insurances like what, who we participate with already?
Mallory Smith (17:48) That’s a good question like who?
Debbie (17:50) We’re contracted with? No, I think.
Annette Craig (17:53) Early on, I sent the list to Mallory when we might have been on a call with David, but now, and I just reached out to Sam as well. We’ve got several tabs to do.
Debbie (18:02) So, okay.
Mallory Smith (18:04) Yeah.
Debbie (18:07) Because I’m just wondering if they’re all still in force once we switch to a new company because I know Patty was asking for some of the contracts and tenor didn’t have them. So I didn’t know they’re handling that. So I didn’t know where that stands.
Mallory Smith (18:24) Are you referring from the CHS transition over?
Debbie (18:29) Correct for tenor.
Annette Craig (18:32) Sure. The.
Mallory Smith (18:33) contracts themselves. Are they a part of the CHS tax id or are you buying those tax ids from?
Debbie (18:40) CHS? Well, we already bought from what I was told, we bought the tax id that, you know, each one of the groups, the npis that’s what I’m being told. But I don’t like, I know with some of the delegated contracts, providers reps, they said that new contracts will have to be signed. I’m not sure what the task and I know with medicare and medicaid, when I went into like the medicaid group application information, that all ownership has to be all changed. So, I don’t know. She said somebody’s handling all that, but that has to be done. So that’s why I was asking.
Mallory Smith (19:19) Yeah, no, I think it’s a great call out. In either event we do allow you to store documents at the group or facility level. So if you have current copies of those agreements and you want to have at least one place to store them until you do resolve if it’s a new contract, if it’s a chow like a change of ownership tax, yeah.
Debbie (19:40) I don’t handle any of that. So I don’t I wouldn’t have any copies, good.
Mallory Smith (19:44) I would hate to handle that personally if we’re being honest. All right, perfect. All right. I do want to pause and say, welcome to Connor. How are you today?
Debbie (19:55) Hey, everybody. How’s it going?
Mallory Smith (19:58) We’re just learning about medallion. So.
Annette Craig (20:01) When you were just showing Debbie about uploading the documents there, is that the same on the medical staff credentialing side? If I got something today that needed to be uploaded, could I just upload it there? Or do I need to send it to medallion to do that?
Mallory Smith (20:16) Absolutely upload it right here. So you can see the facility just like Debbie can see the facility. So if you had something in, that you had wanted to upload a document, I don’t know what’s going to pop up. Oh, it’s fine. Just logos, but if I were to go to like my desktop here, grab it, bring it over. It’s going to upload it. And then you have that in the system, you can name it, don’t know exactly what type it is, but the expiration date is. So I think that’s the really big value that you’re going to get out of this partnership. It’s consolidation for all three facilities, but you can still operate separately as you go through and combine.
Annette Craig (20:53) Thank you. Of course. Okay.
Mallory Smith (20:58) So then the next thing we’ll look at here is just going to be that privileging or joint commission level credentialing. So in the privileging Annette, Stephanie, Nikki, what you will be responsible for is basically making the request in the platform and letting us know to go through and credential the provider to joint commission standards. So what that would look like is you would access privileging to the left, you would click request in the right hand corner, new initial appointment, identify the provider or providers that you want to go through this process, the entities. So of course, yours would say welfare share and regional things like that. But if I were to choose one that hasn’t been selected, let’s go with community health center, you can leave us any additional notes if you’d like to. And then you’ll select the privileges. So actually my question for you is, do you have dop forms that you track and manage? And that would be put into the medallion platform?
Annette Craig (21:59) Yes, we do here in Wilkes barre and scranton. I’m assuming Stephanie did for, and she can speak for radlinks for the cbo. But yes, we do manage our privilege forms and we do have them in a format already like word or PDF or something like that. Yes, thank.
Mallory Smith (22:18) You. And I think Steph’s saying yes too. So Connor, if you could confirm for me, we’ll go through and build out those dop forms in the system to select the privileges.
Connor Morley (22:27) Yep. So everything will be built out and mapped within the system. So if you just give us the forms, we will build out and we will include checkboxes, signatures, date, stamps, things like that. So that when you do select this, you can pull in and provide the provider’s information right here.
Mallory Smith (22:47) Okay. All right. Thank you, Connor. So then once you’ve gone through identified which dop form, which specialty and so forth for the provider, you’ll just click submit. Our team will take it from there. So I’m not going to submit that because it’s a real request. But if we were to come here with in progress, then you get full transparency on how everything is currently processing. So you can see the name of the provider for the entity. If we’re waiting on any information, what team I’m thinking current facility they’ll be a part of, if it’s shared in regional or not the PSV report, this is going to let you know what elements for joint commission credentialing have been verified so far. So then from this one medicaid is good. We’re still waiting on education and training. So you’ll have visual there. You’ll know the application status has been requested. We’re communicating with the provider. You’ll see all of our notes. You’ll also have the ability to track your own notes. So you’ll see the notes here. You can also Annette maybe you have a question for Stephanie and you want to keep track of your own notes here.
Mallory Smith (23:55) And I could just say that post it. So yet another way for you guys to communicate within the platform… when the application has been completed, when is reappointment set to start? What is the deadline? So all of these fields are available for you. If you find that they’re not relevant to your view, then you’re able to remove them from the view as well. So maybe you don’t need to know the reappointment deadline. You can remove that or add it back in later if you’d like to. So our team is running these psvs, we are getting the packets together. We’re attaching the dop form. We’re then going to place it in the ready area. And this is where we’ll know which committee to send it to for you. So typically we’ll see committee one clean files, no sanctions, no adverse events have happened. And then we’ll see sanctions two, maybe there’s like an unclean file flag, something of that nature. I am curious how many different levels you currently have within your committee or is it just all comprehensive into one?
Annette Craig (24:59) No, we each facility, we have credentials, mec and board. So I guess my question is so, you know, normally our section chiefs, department chairs have to sign off on the privileges before they go to committee. Obviously. So for those signatures, will they be electronic signatures sent to the section chief and department chairs or is that something we manually have to do on site here or?
Mallory Smith (25:27) That’s a good question. So let me show you what the packets look like. And then we’ll take the conversation from there. So when we do send them to the appropriate committee based if it’s mec or board or, and board, it sounds like then with the committee itself, you’re going to be able to see a packet creation as well as leave your own notes in the platform. So that packet is going to look something like this comprehensive view the how, what, when, where and why you do have the ability of downloading this packet or your committee members have the ability to leave their notes to the right of the screen here, they can comment if they think it should be approved with contingency or not. And then they’re able to just view everything electronically in the platform here. So the documents, the verifications that have been performed itself. And then you do have that download feature. So let me start the conversation there and you could repeat your question, electronic signature for that. They’ve seen and approved the file or what does that look like?
Annette Craig (26:27) Yeah. So the, so if you have a new applicant and I’ll speak for the scranton and Wilkes barre market. So for a new applicant, the, you know, the doc obviously who’s signing off would want to see, you know, their resume, their case logs, anything from the data bank before they sign off on the privileges to say that dr X can actually, you know, come to Wilkes barre general hospital. Then after he signs off, he and she signs off, I’ll use two people, then we would present them to the next credentialing committee meeting. So now like mdstaff, we had virtual committee where the section chiefs and department chairs would sign off electronically. So it would show them signing off and just recommending the application and clinical privileges. So I guess is that what this has the ability to do over here to the right? If say, dr derojas reviewed it, and this was a new applicant. This Lorenzo, would he just write it there? Or would there be something for him to check?
Connor Morley (27:35) So, can I jump in here? Because it sounds like what I’m hearing is that you need the provider to sign off on the dop form, right? And then you need the credentialing packet to go to your medexec board for review and for committee?
Annette Craig (27:53) Right, correct. Yeah.
Connor Morley (27:55) So, when, with that, how that works within the system is our credentialing team would task that signature out to, in this example, Lorenzo Maldonado to confirm that all of the privileges are correct? And it would be an electronic signature that they could sign that’s the dop form mapping that I kind of mentioned earlier once that’s been done, and then it’s and all of the applications, the verifications, everything that’s been reviewed and is ready and it would go into the ready status to be sent to the committee, which is your medexec before we do anything before we set it as ready, before we send it to the committee members. We also verify and ask that the provider, in this case, Lorenzo Maldonado, we… ask that they verify that all the information is accurate. So.
Annette Craig (28:48) I guess there’s just and I might be misunderstanding. So after Lorenzo completes everything has requested everything I am before it goes to a credentialing committee, it has to go to section chief, department, chair, medical director, you know, of whatever section it is.
Connor Morley (29:05) Okay. Then that would be like a two step committee process. So we would set up your committees to essentially say, like if you tell me that all of… emergency, it has to go to a service chief for approval before it goes to the medexec board. Then it’s just a two step committee process where you would send it to the service chief, we would build it out on our side to say, if it goes to the emergency committee workflow, it’ll go through to approval for the emergency chief. First they’ll sign off. And then once they sign off, it’ll go to the medexec board for their sign off.
Annette Craig (29:50) Okay. Or credentials, medexec board? Okay?
Connor Morley (29:53) Yeah. You can tell me exactly how you want me to set it up or how you want Brandon to set it up and we can build out like a multi step process.
Mallory Smith (30:02) Okay… perfect. Thanks, Connor. Thanks, Annette. All right. I know we’re right up in time and I know there might be a few people that have to drop. So essentially that is just to give you a visual of the committee process and how it’s performed. They then head over to the closed area. So you can see that if it’s been approved. Thanks Connor. If it’s been approved, rejected all the notes as a part of that, and then you’ll have the outcomes and then you’ll finally have that existing portion. So if everyone has a couple more minutes or maybe Debbie, I can show you what payers look like, but it kind of follows the exact same process where you make the request in the platform, we submit it, we follow up on it and then we’ll get the approval date for you. Okay?
Connor Morley (30:50) I have time and so.
Annette Craig (30:52) I have a question, Mallory too, and Nikki, do you have any questions?
Connor Morley (30:58) Nope. I’m just listening.
Annette Craig (31:00) Okay. And so Mallory, I think why Nikki and Stephanie? So for reappointments, we actually have to request that the application be sent to them, correct? You’re. Not keeping a list of April reappointments and going to initiate all them unless we actually initiate it on site.
Mallory Smith (31:17) I know that we do that for we do auto renewals or auto recreds for ncqa level credentialing, let me verify if it’s possible to do for joint commission level. I want to say that we do, but I can take that back.
Annette Craig (31:31) Okay. Would.
Mallory Smith (31:32) you be okay if we could auto renew? Yeah.
Annette Craig (31:35) I’m just, yeah, I’m just trying to get an idea too. Just we’re trying to see, you know, what the work and I know we won’t know until it’s implemented later, but what the work level is here on site for those of us who have not used a cvo, you know, what are we tracking? What are we following up on?
Mallory Smith (31:53) Okay. Thank you. All right. I’ve made a note for that. And Christina, we’ll follow up on that for you. Okay. Thank you. Let me just show you payr’s really briefly. Then and again, this is, I think, yeah, things is recorded so I can send this to you after the call just so you can go back through and digest a little bit more as well. So the payr list, of course, we’ll have that configured per tax id per facility, per practice location, whatever you prefer to see. But just like you saw the joint commission levels in here with payr enrollment, you’ll see basically the exact same thing. So Debbie, you would come through and make a request if it’s demographic update, bulk reval for a payer, new payer enrollment. Let us know if it’s for the provider or facility, the provider or providers in question, the groups will be intuitive. So you’ll probably see all three of your facilities listed here, if they’re a part of it. I know at least Stephanie and Annette, you have providers that are crossovers, maybe they need to be enrolled with both. And then finally the system is intuitive and it lets you know if they have a license in that state already. We’re mostly just concerned about Pennsylvania right now. So I don’t think that would be too big of an issue. And then we’ll just identify a state. And then based on when we build this out for you with one click, it can basically make a request for all the payers that are part of that tax id. So I don’t have that built in the platform. But if I were to open this up, it would have a list of the 10 15 payers that you currently have. Click once and it’s going to highlight all 10 or 15 payers or you can come through and just select one by one. If you’d prefer to do that, you’ll indicate if we’re going to use the same lines of business for all payers, yes or no. This is pulling directly from the group contract that you have. If you have a contract with Aetna and it has Aetna medicare, sorry, commercial, medicare advantage and medicaid lines of business, then that will be reflected in the system. So I could easily say yes or no here. And then we would click next, use the same practice location for all payers. Yes or no, enroll each provider at all their associated locations. So this is an auto select feature. And then finally which practice location. So you’ll see your three facilities here. I’ll just add in a random one… here’s. The other one she needed enrollment in. And then finally we’ll click next application details. Do you want this to show in the payer directory? What is the desired effective date? If it’s going to be the start date? If it’s another date, then you can let us know here. And then finally any additional notes that you want to provide to us. So those are all the steps that’s needed with the request process. What will then happen is you would submit that request. It’s going to add it to the request intakes that you see here. You’re going to see the latest follow up date, the request status, if it’s been assigned or not all of our notes, emails, submitted applications, welcome letters from the payer, everything will be tied directly to the payer line of what you see here. So that’s just from a visual perspective. Once they are complete. Again, we are submitting the application. We’re following up on them. We’re getting you the effective date. Then you’ll see it here in your system of truth or the existing enrollments, you’ll know if their billing status is active or inactive, which lines of business are a part of it, if this is just for a group or if it’s just for providers or you want to go through and filter based on the provider, name, the payers, every aspect of that. I’ll pause for a minute, Debbie, does this look user friendly to you? Do you have any initial concerns or questions with it?
Debbie (35:56) No, I think I understand. Okay.
Mallory Smith (36:00) Perfect. Well, I just wanted to give you a visual of it today. I know that as you continue to grow, we may have delegated agreements maybe in the future pop up. And in that case, we are fully comprehensive with delegated agreements too. So you would just track the rosters that you see here, manage the provider rosters. We would send you the rosters to send to each payer and so forth. Okay, I know we’re a few minutes over time.
Mallory Smith (36:25) I do appreciate the additional time with you ladies today. So what I can do is I’ll stop the screen share. I’ll stop the recording. I’ll get that sent over to you. But any final questions I can ask for you before we end the call?
Debbie (36:38) Well, do you send like some kind of instructions as to, you know, like a webinar, each step, like I would have to do for the payer like as well as what Annette does like something separate. So.
Mallory Smith (36:53) Typically, we’ll do training as a part of this implementation process you’re doing now. So we can always include you on the weekly trainings. Okay? Christy, do you or Brandon send that? Yeah. So we can always add you, Debbie. And then if you want to have a training specific to payr moment, then you let us know what day works for you and then we’ll have a training and then we can record that. That way it’s unique to your specific case. I.
Debbie (37:20) Just wanted to know if you have like a list, you know, step one, you know, initial request, step two, you know what I mean? Go to payr, max, you know, do a request. If it’s new, I was just wondering if you had like a cheat sheet, we.
Mallory Smith (37:35) Have some cheat slides if that works. Yeah, we call it the, you, do we do. So this is what you would be responsible for. These are the steps that you do, and then what we would do for you, we can get you that.
Debbie (37:47) All right. Thank you. Do you.
Annette Craig (37:49) Have that also for the medical staff credentialing part Mallory the we, do you do?
Mallory Smith (37:56) Annette, you know, I would not leave you hanging like that. I’ll get that sooner or later. Yeah, that’d be.
Annette Craig (38:00) Great. Okay.
Mallory Smith (38:01) Thanks. Yeah. Of course. I’ve thoroughly enjoyed today and I do appreciate the extra time I’ll go ahead and wrap, but we will have a fast follow with this by the end of the day. I’ll send the recording and then those slides that you need.
Annette Craig (38:14) All right. Thank you so much and appreciate your time today.
Mallory Smith (38:18) Always. Okay. Thank you. Have a great Thursday you too. Thanks. Thank you.