Transcript
Sandhya Kapila (00:00) Kelly, good morning. Good afternoon. How are you? How are you? Good. Thank you. How are you?
KELLEYBGEAR (00:06) Oh, hanging in there.
Sandhya Kapila (00:08) Okay. Good. Glad to hear it. I hope you had a good weekend.
KELLEYBGEAR (00:13) I did. It was pretty good. We had a nice Easter. It was just my husband and I, it was pretty quiet.
Sandhya Kapila (00:18) That’s nice. That is good. All right. Hey, Jacqueline. How are you? I’m fine. All righty. Okay. I’m going to share my screen and then we can just go down a couple of these here. Okay? So, from a data perspective, I did run the caqh bulk import, 32 providers completed successfully. So we were able to pull their data. One unfortunately failed and actually, let me grab that info so you can take a look at who it is and I’ll share it here too.
KELLEYBGEAR (01:07) What I’ve been doing the wrong information?
Sandhya Kapila (01:11) Okay. Let’s see. Oh, hold on. I’m going to just grab your environment… American medical group and move that over here. Okay? So I went to providers caqh book import, and then Walter russman.
KELLEYBGEAR (01:35) Oh, lord.
Sandhya Kapila (01:38) So, here’s a little.
KELLEYBGEAR (01:40) Wally, let me see.
Sandhya Kapila (01:45) I’ll actually go into his tab… too. Walter.
Sandhya Kapila (01:56) So we can see exactly what we have for him… basic info. Okay? So, his… SSN because I think that’s what the error was, right? NPR SSN does not match. Okay. So, the SSN we have for him is not showing. This is what we have for him. Can you see it? Is that what you have?
KELLEYBGEAR (02:28) That’s what I’ve got on this sheet. I’m looking at, let me look at his stuff.
Sandhya Kapila (02:32) Okay. And then we’ll just check his npi. This is the npi that we have for him and his caqh id.
KELLEYBGEAR (03:00) All right. Social security number he has in here is one two nine, five, two zero eight, four seven. All right. The npi he put in here.
Sandhya Kapila (03:12) Oh, all right. One two nine five, two zero eight, four seven.
KELLEYBGEAR (03:17) The caqh is totally wrong.
Sandhya Kapila (03:20) Okay. Let’s go back and check out. Let’s edit the caqh professional info. All right. Caqh id? All righty. Yeah.
KELLEYBGEAR (03:35) That must have been me. Fat fingering that. Whenever I was copying and pasting back and forth. That was totally somebody else’s. Okay. It’s one, one four, six nine five five two.
Sandhya Kapila (03:49) One, one, four, six, nine, five, five, two. All right. Let’s save that. And then the,
KELLEYBGEAR (03:55) npi… appears to be correct. You have, the npi is correct, and the social is correct? Okay. Perfect. That should do it. That was Meyer. Okay, perfect.
Sandhya Kapila (04:07) Okay, good. So then what I can do is I can just rerun this Guy right here, resync import. And then hopefully it may take a little while.
KELLEYBGEAR (04:21) Oh, in your running there, did you also do Turk, Andrew? It would be on the last, the very last one of the list, yes?
Sandhya Kapila (04:34) Yeah. Okay.
KELLEYBGEAR (04:36) Perfect. I went ahead and added two more but I’m not really ready to do anything with them because I don’t have all of their, well, I do Andrew ringel, he’s brand new, and we just signed another person too, but I have zero information on her except for her npi and her name. So should we just add her like a brand new person later on after we upload all these people? Yep?
Sandhya Kapila (05:03) We can do that. So, and if you want to add them, you know, what I can do, I can actually give you access to medallion today, and then you can go ahead and add them right within medallion. And how you do that is you invite her as a member, provider, enter their email, first name, last name, start estimate, start date, and then profession from the drop down. Do not, we don’t want to send them the invitation in email yet. So we would deselect that and then add them as a member. Okay? And I’ll go through this. I’ll take a video and record it and so you have it too. So just to show you how to do that, but I’ll go ahead after this call and create, add you as a member. If I am to add you as an I’m going to add you to the admin. You’re not a provider. No. Okay. Cool. So I would add, you actually let’s do that. Now. Let me get your.
KELLEYBGEAR (06:07) Email. I do have all the information and start date. No, I don’t have a mag, mutual policy and all that on this, Andrew ringel, but I have everything but that for him. Should we do him the same way here in a little bit? Sure.
Sandhya Kapila (06:21) Yeah. All right. Let me, I also.
KELLEYBGEAR (06:23) Don’t have it. I don’t have it for that. Dr Turk, either. He’s brand new as well. But anyway, okay.
Sandhya Kapila (06:29) Let’s yeah, let’s add you real quick and then we can add them. So let me grab your email.
Sandhya Kapila (06:44) Yeah. So you will get an invite because you’re an admin. So let me know once… that comes through.
Sandhya Kapila (06:58) And then Turk, did you want to make edits to Turk?
KELLEYBGEAR (07:04) Yeah, cause he, he’s already sent me all of his stuff. I hate to make him do that. Again, that’s kind of.
Sandhya Kapila (07:10) Sure. But.
KELLEYBGEAR (07:12) I warned ringel, that he could bring his wife, brought his stuff over. I warned him. I was like, well, you’re going to get an invitation. You can have her bring it, but I’m not.
Sandhya Kapila (07:22) You’re like this is going to be on you? Yeah.
KELLEYBGEAR (07:24) It’s going to be on you in a minute, but so, yeah, we’ll for him. Okay? But I’ll do Turk because I’m a nice person.
Sandhya Kapila (07:34) There you go. So, for Turk, once you have access, you would just go and search for him the way that I did, you can search by his name, and then it’ll pull up and then you should click on it, and then it’ll open up a different, another tab and then whatever info you have, you can add from there. The one thing I’m actually going to see if you want to speed up profile completion. Otherwise, it’s not… is there additional info? Because there we already ran cqh for him. You can review and add data from here too. So there may have been other data fields that we did not add… in. I,
KELLEYBGEAR (08:20) don’t think he’s even got his Florida license yet? I could be wrong. Oh, he’s moving from a different state. So… I could be wrong. I don’t know. I’ve slept since I’ve looked at his stuff to be honest. So I’m just going to have to go back and re, remember him.
Sandhya Kapila (08:36) Okay. Yeah. No, it looks like he has a license from Alabama. Okay. So he may still need to be getting that info.
KELLEYBGEAR (08:45) Let me look at his stuff. I need to shoot him an email and tell him to get going. If he has not sure. Let me see. Oh, yeah, he does have a Florida license.
Sandhya Kapila (08:58) He has a Florida license.
KELLEYBGEAR (09:00) Okay. Huh. Yeah, he does. He just hasn’t updated his caqh with it, I guess.
Sandhya Kapila (09:06) Okay. Shocking.
KELLEYBGEAR (09:08) Is that shocking?
Sandhya Kapila (09:10) Too funny. Yep. Yeah. So you can add that in here. Okay? Under existing licenses?
KELLEYBGEAR (09:17) Okay. Yep.
Sandhya Kapila (09:20) And then… yeah. So if you look at his, for any provider, really, if you look into their overview tab, you’ll see what info is missing. So his profile is 63 percent complete, but there are specific areas where it’s missing information that we would need.
KELLEYBGEAR (09:41) Okay. You,
Sandhya Kapila (09:42) need to go into those or?
KELLEYBGEAR (09:43) I just need to go into every provider and do this, right?
Sandhya Kapila (09:47) Correct. Yeah. And did you say you were going to do it or you’re going to task it to them to do?
KELLEYBGEAR (09:56) I’m going to do, I’m not 100 percent certain. I’m going to do all of it, but I’m going to do some of it because like their CVS and some of that thing and make sure, you know, I’ll do I’ll take a run through it before we send it out to them. How’s that? Yeah.
Sandhya Kapila (10:12) That sounds great. And whenever you’re ready, then we can decide to send the invites over to them.
KELLEYBGEAR (10:17) Okay. Cool.
Sandhya Kapila (10:18) Perfect. Okay. Did you get the invite from medallion? Oh, I just want to make sure I did, yes. Perfect. Okay, cool. Great. And so from this member screen, once we do send out that bulk invite because we’re going to do a bulk invite, we’re not going to make you invite each person one by one but you’ll be able to see whether you know, when they’re invited whether they accepted their invite or not as well.
Sandhya Kapila (10:50) So you can keep track of it that way. Okay? If somebody for some reason is no longer part of the org, you can deactivate that member too. Okay. And so that doesn’t delete them from the platform, but it will deactivate them. So you won’t be able to, we won’t be doing any work on them. But before you do that, you’ll want to go into their profile, let’s take Turk for example. And then you’re going to want to go into employment details and set their termination date?
KELLEYBGEAR (11:23) Too. Termination date? Okay? Yeah.
Sandhya Kapila (11:25) And then any chance?
KELLEYBGEAR (11:27) You would be able to use your technology and do all those doctors that are from white Wilson?
Sandhya Kapila (11:36) Set their start date?
KELLEYBGEAR (11:38) No, no, no, do like pull all their information from, because since you guys already have all that stuff already for them anyway.
Sandhya Kapila (11:45) Yeah. Let me actually put, let me check with our technical team and see if we can do that. And so they’re no longer with white Wilson. You confirmed that last week and so we can, we should be able to just pull their data from white Wilson over to American, amg. Okay, perfect. Correct. Yes. Okay. I will make a note.
KELLEYBGEAR (12:08) The only thing I mean, like the insurances and things, obviously, you know, they’re no longer, I mean, you know, this, they’re not under white Wilson anymore. They’re with us now, but as far as like all their like CVS and licenses and all that.
Sandhya Kapila (12:21) Yeah. So their main profile info?
KELLEYBGEAR (12:24) Yeah, yeah.
Sandhya Kapila (12:25) I’ll check in with our team and then I’ll follow up in my follow up email to see if, whether we can do it and time.
KELLEYBGEAR (12:32) I’ll start at the top of my list and they’re at the bottom. So you can just let me know.
Sandhya Kapila (12:36) Okay. Importing profile from white… Wilson.
Sandhya Kapila (12:48) And then I’m actually going to make sure those guys are still highlighted in my provider list. Yeah, they are okay. Cool. Great.
Sandhya Kapila (13:05) All right. Okay. So we corrected this awesome. I’m going to highlight this as green.
Sandhya Kapila (13:15) Great. Okay. We’ll skip this scoping one for a second here. All right. So, for the appointment for the existing appointments tab, I did get confirmation from our privileging manager that the start date and expiration date, we have to have an exact date. They had this issue. They had an issue with another group where that caused all sorts of issues since we didn’t have the exact dates listed in there. So she did suggest reaching out to the mso to get a list of exact start and expiration dates if you have them, if you can. So for these ones here.
KELLEYBGEAR (13:58) Hello, for those, okay?
Sandhya Kapila (14:03) If you can, if you can reach out to the mso to get the exact dates, that would be great. Otherwise, I think we can leave them blank because she did mention that they should either be blank or have the actual exact date in there. Okay?
Sandhya Kapila (14:23) And then, okay… so she also confirmed that unfortunately, we would need to complete for the delegation agreement for the authorization form, it would need to be one per provider since signatures are required on that form. Okay? And then we don’t have the MD app authorization form, it’s the same process as for paralon. So if you have, or if you can get that authorization form from MD app and then populate it with that same medallion info as I shared for paralon. That is how we would go about getting delegation reach.
KELLEYBGEAR (15:07) Out to them because I’ve never, I never signed anything. I just sent an email to them and, to the hospitals or the facilities and was told them this doctor wanted to do this and I was there, you know, it’s like a email thing. I never signed anything to my knowledge, neither the doctors.
Sandhya Kapila (15:26) Okay. So it wasn’t so it’s MD app, but you are reaching out to the hospitals. Yeah.
KELLEYBGEAR (15:32) Like, like I have one of, the podiatrists are wanting to join emerald coast surgery center. So I just emailed them over at emerald coast surgery center and told them that why if let’s go and squat? Well, I haven’t done squat yet, but that they want to be, you know, on staff there and they, okay, click and send me some emails and things and then the link to MD app.
Sandhya Kapila (15:59) Interesting. Okay. So it’s really just emails to the hospital. Then they send you a link to him. Yeah. Okay. All right. I.
KELLEYBGEAR (16:10) Can reach out to, I have, I mean, I have contacts, I’ll reach out to them and just, you know, ask them, just tell them that we’re moving. I’m sure we’re not the only people that they deal with that has something like this. So, yeah, and ask them what the process is to get that delegate change from me to you. That would be perfect. I’ll see what I can find out. Okay?
Sandhya Kapila (16:29) Great. Thank you. And that’s just the emerald coast hospitals, right? Is that what it was? No?
KELLEYBGEAR (16:36) The all those surgery centers and most of the surgery centers and ascension, sacred heart select and encompass, right?
Sandhya Kapila (16:45) You said except coastal tides. So, the non hca and then everything except coastal tides. Okay. Yes, correct. Got it. Okay. Yeah. If you could do, that would be great. Thank you.
KELLEYBGEAR (16:59) I make no promises but I will try, yes.
Sandhya Kapila (17:02) Of course, try is great. Okay. All righty. Okay. The last piece here, thank you for being so quick on filling out the peer process, scoping doc that was fast and quick. So, thank you.
KELLEYBGEAR (17:18) I like there’s another one I’d like to add the, I think I’d mention this. The health alliance does a lot of does credentialing for us for the physicians. So, the dos, the MDS and the podiatrists, but they don’t do mid levels and there’s a handful of… there’s and Aetna is one of them. They like, they’ll they do Aetna for my doctors, but they don’t do Aetna for, my mid levels, but there’s like Oscar, and I don’t know there’s a handful of others that I mean, it kind of be nice if the nurse practitioners were on with those as well.
KELLEYBGEAR (17:57) But like I said, it would not be for, it wouldn’t be for the doctors. It would just be that handful of mid levels, okay?
Sandhya Kapila (18:05) Jacqueline, do you have recommendations on how Kelly can add those in? I,
KELLEYBGEAR (18:12) think those in the appointment requests, maybe.
Sandhya Kapila (18:16) Let’s see.
Sandhya Kapila (18:23) No, you know, you may have put them in the provider in.
KELLEYBGEAR (18:27) The program. Yeah, the enrollment request, like I put them, I did write it down there at the, very bottom just so I would for one of them so that I would remember to ask.
Sandhya Kapila (18:36) I think it was the provider. Was it these? Yeah?
KELLEYBGEAR (18:41) Yeah. I’m still working on it. Yeah, I’m still working on it, but… well, maybe I didn’t.
Sandhya Kapila (18:48) I just put it on.
KELLEYBGEAR (18:49) The sticky note in front of me. I’ll put it.
Sandhya Kapila (18:52) On this other tab down here? No. Oh, I have a lot of tabs. Okay. Yeah, yeah.
KELLEYBGEAR (18:57) I think I wrote it on the sticky note in front of me. Yeah, just to remind me, but, yeah, I mean, it’s I don’t even have a list off the top of my head. I just know Oscar is one of them.
KELLEYBGEAR (19:13) So, I need to put it in the payor scoping too, or just put it in the requested appointments.
Jacqueline Jones (19:21) As far as the mapping is concerned, I’m still trying to conceptualize I’m thinking like you, they’ll probably if we’re going to be enrolling, the mid levels, we’ll need to have the payors configured. If I’m understanding it correctly in order for the proper information to pull. But… I’m… thinking definitely at the payor level, but I’m sorry, Kelly, I’m no guru at the mapping piece yet. I’m still trying to conceptualize it but I would add it, I would add it, but on the back end we may have, we may have to figure out, you know, what the configurations are going to look like as far as how the information is pulling that’s something I’m not, I’ve not mastered as yet.
Sandhya Kapila (20:10) Okay. And I think you did put your notes in here, Kelly?
KELLEYBGEAR (20:17) Yeah, that’s I think that’s on Aetna isn’t it? Yeah, yeah.
Sandhya Kapila (20:21) Yeah. So I would just add it also to this list, me too. And then, yeah, right. Jacqueline.
Jacqueline Jones (20:28) Yes, I would.
Sandhya Kapila (20:29) Yeah.
Jacqueline Jones (20:29) And.
Sandhya Kapila (20:29) then add in, any notes like you did for this one outlining the process too that you would follow for those folks?
KELLEYBGEAR (20:39) Okay. Because.
Sandhya Kapila (20:41) Then we can determine whether, you know, it follows a standard process that we already have or whether we would need to create a process for.
KELLEYBGEAR (20:49) You other than Aetna other than Aetna, if the health alliance does it for the doctors, I don’t touch it and I have not been doing it for the mid levels, but I’m getting some pushback because we used to learn mid level and she didn’t care, but I’m getting some pushback from some of these others that are wanting to be, you know, and I get it because they’re seeing, you know, they’re seeing more of these like our Gi, mid levels are actually seeing these patients before the… doctor even sees them. So they need to be in if the doctor is. So I don’t know if that makes sense or not.
Sandhya Kapila (21:27) That makes sense.
KELLEYBGEAR (21:29) Okay.
Sandhya Kapila (21:31) Yeah. So if that is what you’re going to be doing for the mid levels then yeah, definitely, I would add those in so that we have it on our list too all.
KELLEYBGEAR (21:42) Right. I’ll add that I’ll add those to the payer scoping. And then I’ll also add… it on the other sheet of the ones that need the appointments, the requests or whatever it’s called.
Sandhya Kapila (21:55) The appointment requests.
KELLEYBGEAR (21:56) Yeah. Okay… great.
Sandhya Kapila (22:01) Perfect. And then you’re working through provider enrollments and group enrollments. Yep. Cool. I see her. Yep. Okay, great.
KELLEYBGEAR (22:12) I’m not quite done, but I’m getting there. Okay? Yep.
Sandhya Kapila (22:16) That sounds good as we get closer. Then we can start loading those in and then work with our payer team to start getting requests in there too, but we’ll have to have all the data in first. Cool. Yes, you have access. Now, I’ll create a quick video for you to show you like how to add new members, add new providers to medallion too without inviting them. And then if you have questions as you go through that we can, you know, shoot them over. And then also we’ll schedule a training session, a general medallion platform training session with you also, since you now will have access to the platform, I’m sure you’ll have some questions.
Sandhya Kapila (23:00) So we want to get that training session scheduled with you soon. So maybe next week we can take some time to do that. Okay… great. Any other questions?
KELLEYBGEAR (23:15) I don’t think so. I do want to do need to tell you though, if you, we want to go ahead and just take it off the calendar. I am going to be out of town on the, let me see on the 20 eighth. So, the last date, the last Tuesday of this month. So, and I’ll be out of town that whole week.
Sandhya Kapila (23:37) Okay. All right. I will take it off this calendar… and then we can, yeah, we’ll meet on Tuesday the previous week and then the next Tuesday. But if you have any questions that you’d like us, to get going on while you’re out, just let us know before you leave. And then we’ll work on that. Okay? Yeah.
KELLEYBGEAR (23:59) We’ll have two more meetings before then, but I was just going for your calendar if you needed that slot for something. Thank.
Sandhya Kapila (24:05) You appreciate that. Yep, I canceled that meeting.
Sandhya Kapila (24:12) All right. Okay. Well, thank you so much, and I hope you have a wonderful rest of your week and your.
KELLEYBGEAR (24:17) day. Okay. Thank you. And I’ll see you in the questions as I come along. Thank you so much. Thank you. All right. Bye bye.
Jacqueline Jones (24:25) Bye.