Transcript
Chris Fagan (00:00) amen, up. Goes. It goes, it goes.
Chris Fagan (00:58) Nope, I’m gonna admit Leo.
Leo D’Agostino (01:00) Okay. Sounds good.
Leo D’Agostino (01:10) Hello?
Chris Fagan (01:15) How are you? Pretty?
Leo D’Agostino (01:17) Good. How are you guys doing?
Chris Fagan (01:19) Well, no complaints. No complaints. How are things in northern California? Things good?
Leo D’Agostino (01:26) Yeah, things are good weather’s. Good. Can’t complain much?
Chris Fagan (01:30) Love to hear it. Love to hear it. Where are you working out of? Do you work out of a home office or are you in a no?
Leo D’Agostino (01:36) We don’t I’m actually, I’m at starbucks.
Chris Fagan (01:39) Okay. Nice. Good deal. All right. So, first off, thank you for getting us over that info. Much appreciated. Obviously the reason for my previous email. I didn’t want to kind of like lose momentum and everything. So I understand this is a process, you know, that’s also something I wanted to, you know, talk about a little bit today where we are in the process, all that, but kind of the first thing I wanted to do is I just put together a little slide kind of what we’ve talked about already kind of what we’ve heard our kind of thought process on where things potentially, you know, could go with medallion. So I’m going to just share that and then kind of run through it a little bit and then, you know, kind of we can have a little back and forth and then I’ll have Hassan jump into the platform if that sounds all right to you?
Leo D’Agostino (02:32) Yeah, sounds good.
Chris Fagan (02:33) Good deal. All right, perfect.
Chris Fagan (02:46) Awesome. So here is there’s a slide. Obviously, there’s a lot of info on there, but it’s kind of like I said, I wanted to make sure kind of we were aligned on what we’ve heard we’re solving for what our thoughts are, what we’re solving for. So I’ll just run through it really fast and then give you some time to kind of offer some feedback.
Chris Fagan (03:07) So looks like from the info you sent, right? Roughly around 1,200 or so people who need some level of credentialing or compliance tracking, right? The 620 or so providers across the different provider types that you provided to us. And then roughly a little over 500 or so non clinical staff, right? That we’re talking about tracking things like TB tests, CPR, BLS, things like that. And so right now, I think from my notes, I heard you say that there’s roughly one person I think manually kind of going handling that through mostly email, right? So an overall system or portal or automation in place which again is kind of like what you’re doing, right? You’re kind of vetting these vendors and ideally going towards that, you know, getting this done with technology and automation, right? What we’ve seen or what we see is the biggest gap is like that, the sud counselor side right there’s roughly 350 or so of them where credentialing isn’t fully happening because of bandwidth, right?
Chris Fagan (04:13) And so either credentials could are lapsed or they’re not tracked or whatever, right? Whatever reason, right? That’s a potential compliance risk and it’s only going to get worse until it’s solved. So kind of from, you know, how we see it, right? And let me know if I’m off here. But, you know, looking to bring on some kind of a technology platform, not an outsourced service that really gives the providers a self service portal, right? I remember that was pretty important to you but automates the verification, the renewal tracking and plugs into what I remember is day four. So new hires are in without kind of manual handoffs. One of the other things that they mentioned role based access control for supervisors, so they can kind of see what’s going on and kind of custom workflows for those non credentialed staff that I’d mentioned a little bit earlier. So if we get this right, obviously outcomes are pretty clear, right? The current fte gets a lot of their time back. Nothing’s going to fall through the cracks when it comes to renewals, providers are going to have a better experience from day one and healthright has a kind of system in place that’s able to scale without adding new headcount to that. So that’s kind of high level what I was kind of, you know, trying to get across here. So let me know what you think. Did I get anything wrong? Do you want to dive into anything? I just want to give you some time here for feedback.
Leo D’Agostino (05:47) You know, one thing that, so… for now, yes, the sud counselors are not being fully credentialed, but there is the effort to like, they do have to make sure their credentials are up to date like their certification is up to date. So, I would say that that’s something that I think that could be more efficient. But I wouldn’t say it’s something that they’re not able to like maintain right now or manage because it’s basically something they have to do for their, you know, for billing purposes. So, yeah, I wouldn’t say that it’s like they’re like lapsing, but it’s because it’s manual. It is harder to address. It doesn’t mean it can’t happen occasionally, but it’s I wouldn’t say that’s a, that’s not a problem we’ll necessarily solve before because, yeah, I would just call that out. Other than that, the other thing that, you know, going into this, there… wasn’t there was a thought of not including… the clinic staff. So like the doctors and the mas, and the RNS, and things like that because they are being credentialed through sort of the payor sort of process. It’s not something that healthright… oversees but they are being credentialed through another service. So there’s a possibility, if we move forward that it would just be sort of behavioral health staff. I know I’ve mentioned that, but I just want to call that out again that there’s a possibility that this is just an option for behavioral health staff and that the clinic staff will still go through their credentialing process that seems to be working for them but isn’t something that they like own or that they’re not using like, yeah, it’s through a, it’s through the sort of billing services for as the, that’s the way they’re being credentialed. So those are the like call ups I wanted to make.
Hassan Zahir (07:59) okay. Couple of questions there real quick Leo. So first, like for sud counselors, they’re non licensed providers, but I’m imagining they’re certified providers kind of like how like, a doula or a lactation consultant, or like a provider like that is what’s the process today. Like is there anything that’s happening with their onboarding where someone is manually going through or they’re providing those certificates? What’s that process look like?
Leo D’Agostino (08:28) You mean to like verify it?
Hassan Zahir (08:30) Yeah. Today, like is.
Leo D’Agostino (08:31) Yeah, there, there are ways to verify. There are online verification sort of options, to their certifications. So it’s not, they’re not like through the state but they’re through different… credentialing organizations. Okay? So it’s either they provide the actual like certification which, and, or there are ways to verify them online. Okay?
Hassan Zahir (09:01) Perfect. I was just curious. I’ll talk to our team as far as like that specific counselor type. Generally, what happens is like when we come across like a new, what we’ll say non licensed provider is, then we create the profile for that provider, we verify or we confirm what needs to be verified for them. And then the best method of doing that. So pulling those providers into the system, we could get that, that’s something that medallion would be able to support. I was just kind of curious on what kind of the current state looks like?
Leo D’Agostino (09:30) Okay. Got it. And.
Hassan Zahir (09:32) Then for like, the doctors, those medical assistants, and what you’re saying they’re going through like the payer process, you’re saying like, so when they get in network with the payers because the payers are going to have to accept them into network, they’re doing, that credentialing process, which makes sense, is there any value though in doing them as a part of this, so that you’re aware of that provider’s certifications or anything that’s out of date or anything like that before ever submitting them to the health plan. I’m just curious like again, obviously, you’ve got both options, but just curious, if there was that thought as well?
Leo D’Agostino (10:17) I think that for now. I think it only makes sense eventually, like if everyone’s in the same system, but I think for now the focus is creating the system for what for the group of people who are not being like credentialed or fully credentialed and so it’s like if it’s not broken, like why throw something else in there? So, I don’t necessarily think that it’s a well… I think from a, from the experience like an employee experience, they… would then be providing the information to two different systems. And so that’s it could feel a little redundant. So, no.
Hassan Zahir (11:00) That makes sense. I understand that. And the reason why I’m asking and I think it’ll make a little bit more sense when we show the medallion platform. Okay. It’s just because medallion being kind of like a holistic platform, we could give all of the provider types a consistent onboarding experience that information can be shared with other systems. Medallion has the ability to submit those enrollment applications. There’s just a whole lot there to where even if you’re not using medallion for it, having one consolidated system where you have all of the provider information, plus those non provider employees who we need to perform ongoing monitoring, they can be in medallion as well. So, there’s just some synergies that come from that.
Leo D’Agostino (11:40) Okay. That makes sense. Do we.
Chris Fagan (11:43) want to talk a little bit about the process of them getting credentialed by the providers? The turnaround times, things of that nature, is that information you have?
Leo D’Agostino (11:55) I don’t know about the turnaround time. I think it’s one of those things where it’s at their mercy. I’m not sure if it’s a, I can’t say it’s a pain point right now, but essentially, it’s… yeah… I don’t know maybe if we have the next call with your team that’s something we can ask, yeah.
Chris Fagan (12:22) I mean if you could provide a better option, right? Like that could be a potential benefit, right? Throughout this whole process. I would say that’s probably something that you’re looking to do all around, right? See where inefficiencies can be fixed. Okay. Yeah, I did have one or two other questions just more so around the, yeah, the process of what you’re going through right now, right? With the timelines, the evaluations of vendors, can you just give me a little insight as to kind of where you are in that process? I know you kind of mentioned it is a little early but just would like to understand a little more about what you’re going through right now with selecting vendors when and if you’ll be presenting them to the team, what that process looks like, you know, things of that nature.
Leo D’Agostino (13:12) Yeah. So there… so I’m meeting with the team on Wednesday to get some feedback about conversations I’m having and I’ll probably have a better sense of timeline after that.
Chris Fagan (13:31) Okay. Got it understood. And then my last question before I pass on to Hassan, brahms you had mentioned a few times, right? Roi will most likely drive timeline… if and when we are at that place, right? If we can kind of show you a clear Roi with the information that you’ve provided that we can put together from doing this for, you know, 400 or so customers. Is that something you’d be, you know, open to co building with us, kind of like a bva with us before presenting to your team, not before Wednesday. But yeah, okay. Just wanted to put that out there. It’s something that we’ve seen really is really helpful especially in instances like this where there’s a third party kind of handling everything not directly with the business stakeholders. So kind of putting something like that together to present outside of just the clear capabilities of what medallion could provide. So just wanted to kind of get your buy in on that for a second.
Leo D’Agostino (14:34) Appreciate it. Awesome.
Chris Fagan (14:37) Hassan, that’s kind of all I wanted to get out before… your walkthrough. So I’ll pass it over to you if that’s all right?
Hassan Zahir (14:45) Okay. Yeah, perfect. I’ll go ahead and start getting this teed up. I mean, Leo, as we’re going through this, my goal is that showing you the platform but also just kind of talking about, you know, the benefits of the platform and where everything is. I know medallion is probably going to be slightly different because of the fact that we are a highly automated platform. And so while it does, you know, require users and user interaction, a lot of kind of those routine steps, a lot of the mundane tasks if you will are automated. And so that automation reduces like the amount of people who are needed to use the platform. And so I’m going to walk it through kind of from the perspective of someone using it, getting a new provider in there if you will. And then just kind of highlight the areas of where opportunity exists based upon our previous conversations. But at any point in time, feel free to interrupt me. Say, hey, can you pause here? Hassan, what about this? What about that? And I’m happy to pivot as needed.
Leo D’Agostino (15:40) Sounds good. Okay.
Hassan Zahir (15:42) And so I’m going to share my screen. You would think I don’t live in zoom every day.
Hassan Zahir (15:53) You see my screen? Okay. Yeah. Okay. So what you’re looking at is the medallion platform. I’m actually going to probably close this one. You’re looking at the medallion platform, you know, just a demo environment through a logo in there to kind of give you a feeling of the fact that we do have the ability to white label and brand communications, the platform itself, emails that go out to providers or new employees who are starting this as well. And so with medallion, it starts with getting these providers into the medallion platform as they’re joining. We can do this in bulk from cohorts, but steady state, new provider starts. An administrator of the medallion platform is going to invite them to the platform. Only a couple of pieces of information. Five, to be exact, you’re going to need to provide as an administrator of medallion to get a provider started. It’s their email address, their first name, their last name, the estimated start date. We do that so that we understand, you know, for other workflows, when a workflow needs to be done in time to ensure that a provider can start, think of that as like the payer enrollment stuff. Okay. This provider starting this day, will they be in network with the health plans? By this day? We will choose the profession. So this is just going to be what is the provider type. Again? We talked about the different provider types that are out there. But we’ve got everything from, you know, the doctors through all of the behavioral health provider types. We have just about every provider type that exists available. And if we don’t have that provider type in the platform? Like we were talking about for like the sud counselors, then we can get them added. We can verify the way that their credentials need to be resolved. Again mid levels in addition to the doctors and all of the behavioral health types. So really it’s just a matter of getting a provider in the platform?
Leo D’Agostino (17:53) So in terms of getting a provider in the platform, that can happen through also an API, it.
Hassan Zahir (18:01) Can happen through an API. So for sure. So medallion does have a, and of course, I’m going to default to Google. Medallion has a fully bi directional API. Leo. And then obviously, the goal there is that if the data exists in current systems, then we can push that data via API into medallion. But then also medallion can push data out of the system as well. So when we’re talking about these doctors and we talked about like payer enrollment for example. And I know that’s not in scope but just as an example, we could push and say, hey, this provider is in network with this health plan, so they can see all of the patients who have this insurance, but they can’t see patients who have this insurance because they’re not in network yet or this provider has been credentialed or anything along those lines. But just like as an example, data can come into medallion and then data can flow out of medallion. Typically for getting data in that onboarding, we have flat file templates which are really easy to utilize. We have like a verification tool that we would share with you. So the data that’s output from your existing system, we would be able to take a look at that data and say, okay, this provider is good. This provider is good. Let’s say you give us 100 rows of data. We can say 97 of these are good. These three need this tweaker or something along those lines. So we do make it really easy to get the data into the medallion platform.
Leo D’Agostino (19:33) So, so let’s say that there is a connection between dayforce and medallion. And so someone’s starting and they… flow over to medallion. Is there like I imagine maybe, some things need to be. I guess there could be a field in HRS, with profession and, that would flow over what kind of notification will come up? Or is there any sort of way that you need to like approve that? We in fact want to invite this member into the platform? Like what does that look like? Yeah.
Hassan Zahir (20:14) And so I think what we would do is try to map that out actually before the notification comes from dayforce to medallion, we would want to be able to pull in either build an API where we’re polling dayforce and saying, if it’s this provider type or this type of employee, pull that information in or we could actually push from dayforce depending upon how it’s structured to medallion and say when these types of providers start or these types of employees start push the data on this set interval to the medallion platform. So we could do it either way. We would want to probably sit down and understand what, the best route is. But we have a full technical support management team here where it’s honestly, their job to support all of those integrations and understand what that best process looks like. But the short answer is without any issue, we could definitely do it.
Leo D’Agostino (21:07) Okay. Because I would say that like if we’re showing this to healthright, I think the angle is like they don’t want to manually add people if they’re already manually adding them into stateboard. So the, what we would want to show is that like once the people whatever the timeline we have for their, the cycle that when they… you know, when they flow from day four to medallion, this is what this is what it’ll look like. And, and then we go from there because I think of course showing that they, we can manually invite people, you know, that may need to happen from time to time but wouldn’t want to wouldn’t… be a good showing to say we’re like going to data enter the people who are starting if we’re already entering them into stateboard. Yeah.
Hassan Zahir (22:02) No, that makes sense. And we do that oftentimes with HRS systems and applicant tracking systems and the likes, I mean, we did that for 12,000 providers with spring health coming out of Salesforce. And so we definitely are adept at being able to do that the benefit. And this is just kind of like from the demo perspective, the reason and this is just me just sharing with you. The reason we show this is then we like to show the ability for a provider to pull information and… link different profiles. If they’re like a doctor or someone who’s eligible for like a caqh profile. We automatically pull that data down from caqh. If they have all the other information, if it’s not like a provider, they can push that additional information over from dayforce as well. I’m going to jump into a profile really quick. And then I’ll go back that route. But in a profile for a provider depending upon a provider type dictates what information is required for a provider’s profile. And then what dictates that profile is being marked as complete? I’m jumping into just like one for a do. Obviously, there’s going to be quite a bit more information that’s required for a do than it would be required for a, you know, a bcba or, you know, an RBC or any… of those behavioral health type of providers. But the goal of medallion is that on a per provider basis, we track is that profile complete? How do we get that data in? If they’re capturing that information in dayforce already, that can be pushed over into medallion. If data hasn’t been captured from dayforce and into medallion. I’m going to walk back through that quick flow. We don’t have to go through the process of inviting or completing this to invite the provider. We can just get that provider invited. Of course, I didn’t complete anything. I’m going to actually do like a simulated, let me walk through a simulated version of that. What’ll happen is they’ll get still like a welcome email, that welcome email is then going to flow into the medallion platform where they’ll get access to their profile. And what happens generally is that we pull that information from caqh. We also have OCR. So if they’ve just got a resume or any document where we can pull data from, then we can pull data from that. Really the biggest thing here is that this gets them the username and password set up to be able to log in to medallion and have their own provider profile. That was the view that I was just showing you, so, from their provider profile, depending on their provider type, they just go in and supplement anything that’s missing that’s required for us to perform credentialing on them or ongoing monitoring on them. And that’s really like the benefit of medallion is that you have your own provider portal. And so the administrators don’t have to go and chase down the providers for this piece of information or for that piece of information the provider comes in, they say, hey, yes, these are my documents and all of my documents are in here and pulled from caqh, or they can be uploaded by an administrator. Me in this case, the provider can upload by a photo from their smartphone. We’ve got the smartphone experience, and then they’re just going in and signing and saying, yes, this data is up to date and accurate. They can sign with their signature. Like I was saying, we’ve got the mobile experience, so they can do the same thing from their smartphone, navigate to it at their signature. And then we can do all the things that we need to do on their behalf. Meaning we can run all of those primary source verification checks and the likes. But the goal is that we import that data in the most efficient manner possible. And then once we’ve got that data input in the most or imported in the most efficient manner possible, then we can do all of the credentialing and the psvs or whatever needs to occur.
Leo D’Agostino (26:13) Okay. So going back from like an admin perspective, so let’s say we have a provider that will start next week. So they’ve been entered into J force. And so if there’s an API connection, it… sounds… like there’s a way so that like let’s say the file comes over every day just to make that up. So if we know today that the person’s starting next week… it sounds like in medallion, with that connection… there’s an option for it to automatically send like a welcome email to the provider, given if all the information is accurate or there’s an option for healthright to, for the information to flow to medallion and healthright to manually decide like, you know, send over the welcome email, those are both of those options are possible. That.
Hassan Zahir (27:22) Is correct. Both of those options are possible. If they don’t send the email, then they would, if the email doesn’t go over by default, then healthright would just send that invite. So really easy to do either of those.
Leo D’Agostino (27:34) And then if a provider, you know, was credentialed from another company that was using medallion, does that information sort of flow over to healthright or the healthright account too or do I have to re, enter it?
Hassan Zahir (27:49) So, it depends is what I’ll say on what the credentialing event is and whether that could be repurposed. So, for example, if a provider has another medallion account or they know they’re in a medallion from an existing customer of ours, then they can sign the authorization form. It’s a simple form that says, hey copy my profile data from my existing medallion account to my healthright account. And now their profile is in there and their profile is complete. And anything that has been validated will show up under that provider’s profile. If there are other things that you probably are checking and I would want to validate like with healthright is checking. But like npdb for example, right? Like that’s a continuous query. So you still want to run probably another npdb check or initial npdb check. If we’ve already validated like their license and those sorts of things, then that information can flow directly into that provider credentialing file or credentialing packet. It just depends on how healthright wants to manage that. Because medallion essentially from a provider profile, medallion is going to run all of those verifications on a provider. And then depending on how healthright wants to treat that we can we’ll put together like a credentialing packet for review from a credentialing committee. And so they probably want to see this verification completed at this time or this verification completed at that time, we can customize that. But it really just, I think that’s more like up to healthright on how that should be done. Okay? And.
Leo D’Agostino (29:38) Then in terms of, okay. So, is… are there like, can you assign like due dates for the provider to submit certain things at certain times? And they’ll get reminders if they haven’t yet submitted. That is like, I guess for maybe a provider who’s just starting who maybe is lagging. How does the system help, you know, remind them or keep them accountable? Yeah.
Hassan Zahir (30:11) Great, great question. It’s clear that, you know, how this stuff goes. First and foremost, the medallion platform does have a task based system. So anything that’s missing, there’s going to be tasks that show up. Every provider is going to have a view like this that shows their outstanding tasks. Every administrator is going to have a view like this that shows all of the tasks across all of the providers. And so without a doubt, medallion has the ability to do that. We’ll show you what’s coming up when it was created. And so, we know how long it’s been since a task has been completed, or if there’s a non responsive provider, if you will. We also can build analytics reports off of this from the provider’s perspective. They’ll just see their outstanding tasks. And then medallion can notify in a couple of different ways. So, we have provider emails that go out. Most of the time a provider is working. They’re not checking their email, but the first notification is an email. The second notification is we have that goes out via SMS. So text messages go out to the provider, notifying them of the outstanding tasks that are there. And then we also now have conversational AI where a phone call can be made to that provider. And it’ll say, hey, this is medallion on the secure line. And it sounds like you’re talking to a human that’s definitely something that we can show in the subsequent demo. Like I can put together an example of some outreach that may go out from healthright and we can have the conversational AI on the, I mean live on the demo. We can have it make that phone call and kind of show what that looks like. But medallion will do that via email via SMS and via email, conversational AI via phone call.
Leo D’Agostino (31:55) Okay. Got it. And.
Hassan Zahir (31:58) So all of those tasks are there, the provider goes in once the provider completes that task, then we know that profile is complete and we can perform all of the primary source verifications. Those primary source verifications, the results live in the provider’s profile. But we also will put together the cohesive packet. Not quite sure how healthright reviews those credentialing files today, but I’ll kind of show you how we manage that. So, first and foremost, I’m on a not real provider, so I can’t verify the realness, but the purpose is to show you hey, we can verify their mpi, we can verify their medicare, opt out, any state disclosures, we can identify work history gaps. We can do the verification of their liability insurance, take a look at the malpractice, any existing affiliations, we can track collaborative agreements for mid levels if required. We can do verification of education and training. We’ll verify the state licenses. If this is for certifications, then we’ll verify the certifications in that same spot for prescribers. We can do prescribers license. And then we can do sanctions as well. Everything from your, you know, your oig, your Sam, your ofac, we can include deafmaster, and our social security, deafmaster and medicaid exclusions as well. And then we do the mpdb as well. Some of our existing customers have it as a one stop shop where they do the background checks and have that information show up in medallion. And then depending upon, you know, the requirements, if we have to do if we were doing like credit to joint commission standards or hrsa standards for fqhcs or the likes, then we can do the different peer references as well. So all of that information is stored in the provider profile, but the request is made from a different module. And then we put together the entire packet. But I’ll pause there because you’ve been having some great questions and I don’t want to skip forward if you have questions on how we’re storing the psvs in the provider’s profile.
Leo D’Agostino (34:06) No, I guess a curious question about the background check… is that, are those things? It sounds like those are things medallion does internally, not, it’s not outsourced. So.
Hassan Zahir (34:20) The background checks, we actually have a partner. I’m not sure how familiar you are with checkr, but checkr is our.
Leo D’Agostino (34:27) Okay. Yeah, I’m familiar with checkr.
Hassan Zahir (34:29) We’ve got API. We’ve got access to their internal API. They have access to our internal API. And so those background checks run. And then that information is pushed directly into the medallion platform. So there’s no need for you to like go and see anything that information flows directly in platform.
Leo D’Agostino (34:47) Okay. Got it. Okay. Cool. Yeah.
Hassan Zahir (34:52) And so once the provider’s profile is complete, we would make the request since this is a provider who’s starting in starting a healthright, as opposed to going with the payers, then we treat that as an initial appointment. You don’t have to include privileges with an initial appointment. But what happens is we treat that as an initial appointment. We also could do like pre app verifications on the doctors if you want to like a lightweight credentialing before saying, hey, yes, we’re going to start knowing that they’ll get a full credentialing, but we would just choose an initial appointment. We would choose who that provider is. We would choose where they’re going to get the appointment or where they’re going to get the appointment at. In this case, it’s an existing request to get them… in network. And that’s why we are, I’m sorry to get them credentialed and that’s why they showed, Naomi showed up and already had the verifications. But essentially you would make that request. And then what happens is it goes from in progress to ready, when it’s in progress? That’s when we start running all of the primary source verifications. When a profile has a completed packet, it goes to ready from ready. You can send that to the various committees. How does that work at healthright? Is there like a clean file committee? And then a step two for people who had, you know, sanctions hits or anything that shows up. How does that work today?
Leo D’Agostino (36:25) Yeah. There’s a, there’s like a privileging or committees that are filed to send to. I, I’m almost positive that it’s probably is… much more.
Leo D’Agostino (36:47) It’s probably much more clear and well defined on the like clinic side on the, but on the behavioral health side, it’s probably not as strict and it’s probably more loosey goosey because there’s not, it’s not as strict.
Hassan Zahir (37:00) Yeah. And sometimes we see just medical directors make that review as opposed to a full committee, whatever the case is. Medallion makes it so that this can be done and reviewed electronically. The goal here is that this happens faster. And if you’ve got someone joining and you need a start date for them, then you want to be able to come in and review the results. Clicking on that packet, gives you the full credentialing packet. So whomever is making that review, they’re going to get the summary. They’re going to see all of the things that were all the things that were done for this provider from canton, Ohio. And then you’ll see all of the ways that we verify… the primary sources again because we automate that you’ll see the license or credentialing checks, anything that was done mpdb, one time queries, we’ll have the evidence document. You’ll be able to see oig, Sam, no sanctions were found on either of those. And so what ultimately happens is whomever it is that’s making these reviews can go in, they can add their notes on approval, whatever the case may be. Now, you have your historical tracking that’s always stays in medallion. And now that provider has the ability to be voted on. So you can come in, you’ll choose whichever provider it is. And then the ones who you want to approve, you can approve. Makes it really easy for committees or medical directors because now they can just look at all those packets and then they can just come and choose like, hey, all five of these ones have clean files. I know they’re good. I’m going to go ahead and approve them and pass them through as opposed to having to go the old school historical way where people have to sit down in a room, print off the packet, go through it and check it now. Mind, you still can do that because again, we do provide that complete packet just highlighting that doesn’t have to be the case. There’s a more modern way of doing that today.
Leo D’Agostino (39:05) Okay. And it sounds like there could be some like hierarchy in terms of approval process like maybe it goes through one person before it goes to the next person exactly.
Hassan Zahir (39:17) Yep. And then even if it’s like a multi step committee that needed to be in place, then medallion can support that multi step committee process as well. What happens is then those go from committee to close, we’re going to show you the disposition of the committee voting process. And so all of those are going to go and flow into close. You’ll be able to see that they were approved, who was the person who recorded or logged that approval again? In this one? Like I did it in this one, josh did it. This could be members. Like full details of the committee. You’ll see the PSV report. Everything came back clean on these, you’ll see the outcome date. And then we’ll track those as existing, what… we’ll call just existing appointments or existing privileges. And that way we can track what the effective date was, the three year cycle, excuse me that three year cycle that is going to be effective for when the reappointment should occur, the reappointment start time, deadline, all of that information is included. And then if actual specific privileges are awarded, then those privileges can be listed as well. And it’ll show you the status of all of those active privileges. And so essentially, what medallion does is we try to automate that process of getting provider data into the system you talked about using day force. And that can come from day force for providers where all the information isn’t on day force or we need to supplement it based upon which type of provider they are. They have their own portal. They go in, they supplement that information once that information has been supplemented. Then from privileging, we just request to get an initial appointment for that provider, those providers and we will auto initiate those primary sources. So those primary sources don’t have to be manually verified. Again, the person who’s the administrator is in here controlling those things. But you’re just really reducing the amount of people that are needed to go and check a source and do this and do that. All of that information is automated. The person who makes the approvals can make the approval in platform. Or if it’s a committee of individuals, they can cast their votes again in platform. And then medallion will auto log the results of that committee and then track when the revalidations need to occur in the interim in between those things occurring. The medallion is going to run ongoing monitoring on all of those providers. And so we will do all of the ongoing monitoring that’ll be done to ncqa standards so that there’s continuously the ongoing monitoring. And then for non clinical employees, if they need to have like Sam and oig, and those sorts of checks run on them, then we can run those checks on medallion non clinical providers. But if they have to meet that requirement, we’ll run those on a monthly basis. We’ll show when they were last checked, when they were enrolled. Obviously, this is just myself and a couple of folks from my team and this is just in here to give you the example of how that would function. But medallion has the ability to run it. So those other, I forget what the count was, maybe 600 or so employees. If ongoing monitoring is required for them, for Sam and oig, the vandalion can support that as well.
Hassan Zahir (42:57) Let’s see. Okay… if.
Hassan Zahir (43:10) I lost my train of thought. So keep going. No worries. While you’re working on that. Let me show you a little bit of the analytics and the dashboard reporting that also supports this. And I’m sure you’ll get that thought back. So a couple of different portions, first and foremost, medallion has dashboards for everything that we support. In this case, we can track the provider onboarding. I know you were talking about like the task and non responsive providers. We’ll be able to track the provider onboarding. This is just kind of like a general mapping of like, hey, we can look at like how many emails have been sent out, how many people have joined the organization? What’s the amount of time before we’re seeing completed profiles, what’s the turnaround time for, you know, a provider profile being at zero percent to 100 percent complete. We can show it to you. This way, we can show it to you in graphs kind of like we do for privileges and so it a new provider starting and they need to go through the credentialing process. And I’m not quite sure why this is failing on me right now, a new provider, let’s try this one more time. A new provider is starting. They need to go through the process. Okay? Maybe our back end is down on privileging, but a provider needs to go through the process or maybe they’ve been credentialed. And we want to see all of the data from ongoing monitoring and like has there been any flags for any of these providers from the mpdb or for Sam or oig, medicare opt out. We can show that information as either individuals or we can show that information in graphs. It looks like maybe metabase, like the back end that’s powering these graphs is having a challenge right now for our environment. But all of that data becomes available to you directly in the dashboard. So you don’t here goes, this is what it would look like. Obviously, it would be for privilege and could not pay your enrollment in this case, but we would be able to see how many privileges have been issued by month? What’s the current status? Like how many of them are in ready? How many are in committee? How many of them are awaiting votes? And then, who were they for? What’s the total turnaround time? And we can customize all of these dashboards Leo. But then we can also build out custom reports and run those reports on a set cadence as well. So if there is like a tableau or a data lake or a business intelligence tool where they want consistent data just to review all. Of it, as opposed to looking just at the onboarding or credentialing data, they have either option. They can come directly to medallion. We can run these reports. We can build these reports on who the providers were, their id, full name, mpi, their status, like in anything that we want to run for them, getting credential, all of that data will show up in the report. I can save this report and name it. I can run it on a set cadence, you know, weekly, bi weekly, whatever the case may be, we have the ability to show either via the analytics dashboards with the graphs and the simple reporting or the more complex reporting that can go out as well.
Leo D’Agostino (46:27) Okay. Actually, I did, my question came back and so it’s about, so… if I’m… in onboarding provider… in onboarding, and I get, you know, the email notification to create my medallion account, well, that communication will obviously go to their personal email address because they’re you know, not hired yet. And then in terms of like ongoing checks, how, what would be the process to, you know, switch from the communication going to their personal email to their healthright email. If that is something they wanted to do in terms of like managing ongoing?
Hassan Zahir (47:17) We could do that from just with their provider, from their provider profile. The email address or their primary email address is kind of going to be unique. And so that is like a unique identifier for who that person is. But if we wanted the reason why it’s unique for who that person, is that, you know, obviously you don’t want two people with the same email address or something like that. But what happens is we could update the communication email address. And so this is the public email address. And so we would be able to come in and we would be able to update the contact information by updating the public email address. And so you can see.
Leo D’Agostino (47:57) What do most people do? Do? Most people just keep it to be their personal, or do they do the most? Like what do companies typically do it?
Hassan Zahir (48:06) Just depends. And so depending on how that flows from your, from like dayforce, if, like if approved in dayforce, if they get, at what point in time are they, you know, is a company email address generated for them? That could potentially pass from dayforce? If that’s a part of that process. Otherwise, it’s just a matter of, you… know, what the preference is there because the email is used for account and then identification. But ultimately, like the public email, as it says here, this is the email you would like to use for us for communications on your behalf. And so this is going to be the public email address. That can be, that could be whatever you want it to be or whatever the provider wants it to be. But it just depends on the workflow.
Leo D’Agostino (49:00) Okay. So.
Leo D’Agostino (49:06) And, and remind me is single sign on an option single?
Hassan Zahir (49:12) Sign on is 100 percent an option. Medallion supports any single sign on provider that supports saml, two point. So that could be Okta, that could be Microsoft. That could be Google. Yeah, we generally support every single sign on organization. Okay? That could be like, oauth, it could be quite a few.
Leo D’Agostino (49:38) Okay.
Leo D’Agostino (49:48) I was just thinking about the.
Leo D’Agostino (49:56) Yeah, the preference around communication, like, if we wanted someone to get started on their credentialing before they actually start, they wouldn’t their email address wouldn’t be set up yet or wouldn’t be active until they actually start. And so there would have to be a switch at some point to, and single sign on wouldn’t also be turned on until they actually start.
Leo D’Agostino (50:20) So, there’s like three… there’s a period in which they won’t have a healthright E mail, but may be submitting things to get credentialed. And then at some point, it probably makes sense for their account to switch to communication… primarily going through their healthright E mail.
Hassan Zahir (50:46) yeah. And that is that’s a great, like point to make and to highlight, I would love to probably talk internally with our technical support manager team. I would say, hey, how do we have any existing customers who, you know, who have faced this challenge? And how did they navigate that?
Leo D’Agostino (51:06) Yeah, that would be great when.
Hassan Zahir (51:07) There’s you know, when there’s personal E mails initially and then emails are added later. Yeah. Okay. Appreciate it.
Leo D’Agostino (51:17) Thank you. Sorry?
Hassan Zahir (51:19) Sorry. Yeah, no, sorry. Sorry.
Leo D’Agostino (51:24) But, yeah, that’s you said you would get, you’re going to reach out to the team. Okay? Yeah.
Hassan Zahir (51:28) To our team here, who’s you know, who supported those integrations to see, okay, great practices on the way that, that’s been done in the past.
Leo D’Agostino (51:36) Okay. Sounds good. Thank you. Yeah.
Hassan Zahir (51:44) And I know we’re coming up on time. We’ve got a little over five minutes left. I want to make sure that Chris has the opportunity to sync with you, Leo on kind of like what next steps look like? I know you said you’re going to have kind of your readout. But before I hand it back to Chris, was there anything else like that you were expecting to see today or that you wanted to see? I know we talked about getting data in really good conversation on the API plus our flat file options, the ability to have the providers have their portals, we walked through the packets and how that can be reviewed or voted on in the system and the way that there can be multiple people who need to vote on that as well. Was just curious if that, you know, if that checked all the boxes or if there’s something like outstanding or something you had on your list that I missed from my list?
Leo D’Agostino (52:39) Okay. So, I don’t.
Leo D’Agostino (52:48) think so… maybe.
Leo D’Agostino (53:01) Maybe one question around if a provider… in terms of being on the sort of approval committee, does that mean you’re an admin user or can you be like, yeah, how does that work? Yeah.
Hassan Zahir (53:22) Great question. And we have different member types with different types of views. And then we can break that down into teams as well. You can call when I show and I’ll just do it quickly from this screen. I can invite someone as a provider, as an admin. We have admins and providers. We have auditors for like third parties, team managers, people with only team view access. And, and so, we would set the member of the committee up. They could be either a provider and an admin, or they could be an admin and they would have the ability to go and we would just make them a part of the committee and they would have the ability to go in and cast their vote. So, so, great question. But we do have different roles and role.
Leo D’Agostino (54:10) Bases. Okay. Actually, your, that auditor would, is a good one which will actually be something that like healthright has to go through various, especially on the behavioral health side obviously being audited by different… funding agencies. So, there’s an option to add a provider. I mean, add someone as an auditor in which they’ll I guess what kind of… said or like, I guess let’s just say there’s an auditor for a very specific group of people or a number of people. Is there a way to only give the auditor access to like a specific location or even just specific people?
Hassan Zahir (54:58) Yeah, no, for sure. And that’s done through like team assignments. And so you can build different teams of, and the different teams are going to say, okay, this region or this location or this facility, and you can assign different providers to those teams. And then the auditor is also assigned to those teams. So then they get view only access only for the providers who are relevant to what is being audited. So, 100 percent that’s something that’s capable with the medallion platform.
Leo D’Agostino (55:26) So, I understand like let’s just say there’s 10 people on a team, but the auditor selected three people and we only want to show those three people. Is that an option?
Hassan Zahir (55:38) Yeah. You would just create a new team for the purpose of that?
Leo D’Agostino (55:41) Oh, okay. And then go in.
Hassan Zahir (55:43) And search for who those employees are, and then you would assign those employees to that team and then you would give an auditor view access only to that team. And then once the audit has been completed, then you have the ability to go in and just delete the team.
Leo D’Agostino (55:59) Okay. Got it.
Chris Fagan (56:07) Great. Is there anything else you want to run through? Or any other questions that you have right now?
Leo D’Agostino (56:16) Let’s see. I don’t think so.
Leo D’Agostino (56:24) Yeah, I think that’s it for today. Okay. Well.
Hassan Zahir (56:27) Leo, I want to put it out there that happy to get back on here. I know sometimes for me, I’ll see something and then a question will pop up an hour later in my head and if that happens to, you feel free to shoot over the question. Happy to answer async, but also happy to get back into the platform if we need to.
Leo D’Agostino (56:47) Okay. Sounds good. Awesome.
Hassan Zahir (56:49) Chris, I’ll hand it back to you.
Leo D’Agostino (56:51) Thanks, Austin. Great.
Chris Fagan (56:52) Thank you. I’ll make sure Leo’s on the, or, excuse me. I’ll make sure Austin’s on the email follow up today too, Leo. So you can, like you said, feel free to send an email, ask a question or anything like that.
Chris Fagan (57:03) So you’d mentioned you’re having a talk with the team over there on Wednesday. Do you think it makes sense for us to maybe re, sync end of the week early next week?
Leo D’Agostino (57:15) You know, I think that honestly… I’m not sure what… I think we can email and see where that goes. You can follow up with me after Wednesday and I can see if I have a better sense of, I think there are two options. Either they’ll want to, you know, schedule with, you know, some of the vendors like soon or they’ll want to delay it or pause it longer. I don’t have a good sense of… where things will, how the conversation will go. But one thing will be helpful before Wednesday is if you can get me, some information on like costs that’d be helpful?
Chris Fagan (58:08) Yeah, we could. We could definitely do that. I don’t know if we have enough information on exactly what, just because like you were talking about potentially the provider count changing. So there might be some questions I have to send you in order to get you like a.
Leo D’Agostino (58:23) Yeah, sure. Something.
Chris Fagan (58:24) That’s like legitimate to present. So look out for that. I’ll send that over. And then, once you can get back to me on that, I’ll be able to send something over that’s relatively, you know, close to what it will be.
Leo D’Agostino (58:36) Okay. Sounds good. Great.
Chris Fagan (58:38) Awesome. All right.
Leo D’Agostino (58:39) Thanks guys for everything. Go ahead. Sorry.
Chris Fagan (58:44) One quick thing. Leo, do you need that before Wednesday? Do you need some kind of a you?
Leo D’Agostino (58:48) Do, yeah, some estimate. Yeah, yeah. Okay.
Chris Fagan (58:50) I’ll get you something out today, some questions out today, and then we’ll be able to get you that tomorrow.
Leo D’Agostino (58:54) Okay. Sounds good all.
Chris Fagan (58:56) Right. Great. Thanks, Leo all.
Leo D’Agostino (58:57) Right. Thanks. Bye cheers.