Transcript
Sandhya Kapila (00:00) okay.
Sandhya Kapila (00:14) Good morning.
Betsy Thornabar (00:17) Good morning. How are you?
Sandhya Kapila (00:19) Good. Thank you. How are you?
Betsy Thornabar (00:22) Good.
Sandhya Kapila (00:24) Did you guys have a nice weekend? Nice Easter weekend?
Jenny Laurie (00:27) Yeah, I did.
Sandhya Kapila (00:28) How about you?
Jenny Laurie (00:29) Yeah.
Sandhya Kapila (00:31) Weekends always go by fast, right?
Betsy Thornabar (00:34) They do too fast.
Sandhya Kapila (00:47) Good morning, John. Hi. Good morning.
Jenny Laurie (00:51) John’s in outer space?
Betsy Thornabar (00:54) I wish I was in outer space right now.
Sandhya Kapila (01:03) Hey, Connor. Alrighty. Well, thank you guys so much for joining our first platform training session. I’m going to go ahead and share my screen.
Sandhya Kapila (01:24) Can you guys see it? Perfect.
Sandhya Kapila (01:29) Okay. So we’re going to go down this list on the left, but first we’re going to take a look at this profile section on the right right now. It says medallion staff, but this will usually say your name. This contains your profile info. So your name, your role and your email address, this can be changed. You can change what you want your name to say over here, primary email. If you want this to go somewhere else, you can change that here as well. The next step. The next one here is email preferences. I’ll take a second. Okay? So basically, you can review and toggle on and off any of these emails, email your email preferences. If there are any automated emails here that you may be receiving that maybe you don’t need to, you can turn those off. It’s really simple just toggle them on and off and you can do that from here. You can, I think also change your email from here as well. Yep… there may be some things in here that you don’t see in your view and I do in mine. So what you’ll have in your view pertains to what you have in your contract as well. Cool. And then you’ll actually also have access as admin to change email preferences on behalf of the providers if they don’t want to do it themselves, but I’ll show you guys where that is too. All right. So next up, we’re going to go ahead and take a look at the members tab. This is where you’ll add new members, deactivate members. You can change their email addresses here too. You can also send invitations from right here. So for example, we’re not going to send any invitations just yet. But… if you click into these three dots here, you have the ability to send an invite, change their email and then even deactivate a member. So if they’re no.
Betsy Thornabar (03:38) Longer with you, I have a quick question on this. Is there any way to select all and send out a mass for our first time?
Sandhya Kapila (03:48) So, we’re actually, yeah.
Betsy Thornabar (03:50) Just out of curiosity.
Sandhya Kapila (03:51) Yep. We’re actually going to do that on your behalf. So when we’re ready to send out invites to everybody, all right, we’ll go ahead and do that. Yeah, no, we’re not going to make you go one by one and do that here, but, yeah.
Jenny Laurie (04:02) You can go ahead and delete people because, you know, I saw a couple of people on there that are no longer with us or will be leaving like this month. So, once they’re gone, we can delete them off. Yeah.
Sandhya Kapila (04:14) So, what you should do then before you deactivate the member, we recommend going into their provider tab, and like for example, let’s go to Christopher. Com, go into, I think it’s professional info… go down to employment details and then add in their termination date. Okay? And so once you add their termination date, then go back into the members tab and then deactivate them from here. So just to note that.
Betsy Thornabar (04:46) So, that was under members. Do that one more time. I’m so, sorry. Yeah, no.
Sandhya Kapila (04:50) No, of course. Okay. So, providers, so.
Betsy Thornabar (04:52) Providers, yep. Okay. And then,
Sandhya Kapila (04:54) click.
Betsy Thornabar (04:55) Into, click on the person and then go to professional. Okay. All right.
Sandhya Kapila (05:00) And then there’s the employment details section. Yeah. And then termination date and.
Betsy Thornabar (05:06) Then termination. Okay?
Sandhya Kapila (05:07) And save. And then just so you, sorry, go ahead. No good. I was going to say just so you know, we’re not going to be deleting this doesn’t when you go back to, I’m going to cancel this real quick when you go back to the members and then deactivate the user. The member. It’s not actually going to delete them from medallion. It’ll just deactivate them and then you’ll be able to see any deactivated users in the deactivated tab. Okay? In case they come back, then you can go back there and then reactivate them.
Betsy Thornabar (05:39) Now, new, we have a couple of new people since we have done this. Do we need to send those to you at this time? Or are we expected to add them into the system for now?
Sandhya Kapila (05:53) Go ahead and add them into the system. And to do that, you just click on this blue invite member button. If they are providers, you put in their email address, first name, last name, estimated start date, and then profession select from the drop down here. And then since right now we’re still, you know, getting the system set up, we recommend deselecting the send invitation email. You can add the member, and then you can go in and make any updates to their profile that needs to be made. And then you can also import. If they have caqh, you can import info from caqh. And I’ll show you guys how to do that as well. A couple of things. Yeah. A.
Connor Morley (06:38) Couple things to add here real quick. Your, you can have as many deactivated members within medallion as you’d like they’re essentially archived. They don’t count towards your active seats in the contract. Another piece of information as well is once you deactivate a member, you can’t go back into their profile and edit them.
Connor Morley (06:58) So that’s why we recommend entering in at least the termination date before deactivating them. Let’s say like you just accidentally deactivate them ahead of time, you can toggle it back into activated, update their profile. And then you just have to remember to deactivate them. Again. The, the seat count is a running count month to month. So if you deactivate and reactivate and toggle just to make some edits in a day, it won’t kind of increase what?
Jenny Laurie (07:29) Is our count for under our contract? Let.
Sandhya Kapila (07:34) Me check real quick.
Jenny Laurie (07:47) I mean, because especially if we’re going to have the neuro care clinics added in too. I just want to make sure that, yeah, we’re not going to go over that.
Sandhya Kapila (07:55) Right now, it’s 70 providers.
Jenny Laurie (07:59) I mean, I feel like I think we have more than that just in Ohio. We’re pretty close. We’d be pretty close to that. So what happens if we go over? Is there like an overage charge or?
Connor Morley (08:11) Not if you stay within about like I think 20 percent. But if you expect that within the first year that you’re going to go, you’re going to?
Jenny Laurie (08:21) Double, I mean, we have that many just mid Ohio. Yeah, I had no idea that we had a cap on providers.
Connor Morley (08:29) It’s not expected. It’s not a cap. It’s just like this is like the expected volume and the price per provider. I would say like if you go over to like 140, I think we can talk to the account management team to see to make sure that’s just documented in the contract. Okay? And this is like a pretty standard conversation that you’ll have with your account manager once you’re live on implementation, just to go over the usage and the consumption on a regular basis to make sure that you guys, there are no surprises because we like at the end of the day, we don’t want to surprise you. We have some tools and analytics that they’ll they can show you on a monthly basis to make sure that, you know, if we’re expecting more, we can certainly kind of call that out and include that in the contract.
Jon (09:25) I think we should still be under 100 total… if you guys have 70 Jenny. Yeah.
Connor Morley (09:38) In addition, providers count towards seats, but admins team, viewers auditors do not. So just heads.
Jon (09:47) Up there. So, so is it like a one to one like a case manager would be the same as a nurse practitioner or doctor? Because they don’t have nearly the just seems like it’s a much lighter lift.
Connor Morley (10:05) It is right now, anyone who’s ever who’s considered a provider, if they’re a case manager or a apn… or a domd, they’re all considered one because they are one seat.
Jenny Laurie (10:19) Technically it’s.
Jon (10:21) all the same. Yeah.
Connor Morley (10:29) Great. Sorry, Sandhya. No.
Sandhya Kapila (10:30) No, no. Thank you for jumping in. Yeah. So like Connor was saying, there’s different types of members that you could invite the provider admins such as yourselves. And for those you don’t you know, we automatically send those invitations to admins. And then we also have an auditor view. Auditors are more view only so they can’t make any changes to profiles, make any requests or any of that. So if you need somebody to just be an auditor, we can add them in here as well.
Jenny Laurie (11:09) Cool. So I can go in once we like are live and add my billing team then?
Sandhya Kapila (11:15) Correct. Yes, yeah.
Jenny Laurie (11:18) And they are, they’re not going to count in our, in anything because they’re not billing, correct?
Sandhya Kapila (11:24) Connor, would you recommend, should those be admins then, or auditors?
Connor Morley (11:28) Typically, I’ve seen like billing contacts or contracting contacts.
Connor Morley (11:33) They would be auditors. Just repeat only access. I’ve seen most organizations not want to give them the ability to make requests or to change information yeah.
Jenny Laurie (11:43) I just need them to be able to view if they need to find when a start date was with a certain insurance company, or just to see if they are credentialed with that company. So yeah I can do the auditor. If that just allows them to view the information.
Connor Morley (12:00) That would be read only. It’s auditors, read only access. There’s. Also team viewer and team manager, you can break up your providers into teams. The team manager is essentially an admin for just that team that they’ve been assigned to. They have the ability to update the provider’s information on their profile and make requests. The team viewer has read only access to the team of providers that they are assigned. Okay.
Sandhya Kapila (12:31) So this is what we were talking about last week as we’re splitting out the groups. So then Jenny and Betsy, you would have, you know, maybe you have all three but you would have team manager access for example, for midohio, and then the other practice managers would have team manager access for New York and Pittsburgh respectively. Cool. Great. All right. So now we’re going to just go up to the overview section. Okay? So right now, yours is blank. But once we’re starting to, you know, make requests or go through the data and getting ready to make those requests. This is where all the tasks will live. When something is, I mean you’ll see different views. You’ve got all tasks, your provider views or provider tasks and admin tasks, as an admin, you’re able to see providers’ tasks as well. Excuse me, you can do everything and then you also have the expirables list. Excuse me. All right. So in the expirables list, you’ll see a list of anything that’s coming either expired or soon to be expired. You can actually filter this out to see within 30 days, 60 days and nine days, what’s coming up to be expired and then take action on it as well. There’s a few here that are already in that bucket to… take a look at. Okay? So back to this tab here, there’s little buckets in between here as well. So on, the ready side is if you have a new task that needs some work from you guys, our team will put it in the ready task, have make some notes and, what is needed. And then once you’re ready and you mark it as complete, it will go into in review which goes back to our medallion team to take a look and ensure that it is actually ready for them to work on. Once they’ve completed work on it, it’ll go into this completed bucket.
Sandhya Kapila (14:43) Any questions? Also? One last thing to talk about on the expirables tab, you can actually export this list as well. So you just little download it. So.
Jenny Laurie (14:57) Like for all of those that are saying expired, does that mean Betsy is going to have to go in and upload the current one, the current licensure?
Sandhya Kapila (15:08) Yeah.
Jenny Laurie (15:15) And then just looking at some of the providers, I noticed that some of their credentials are wrong. Like a nurse is listed as an LPN, but she’s actually an RN… some lpcs are actually lpccs. How do we get those updated? Yeah.
Sandhya Kapila (15:36) Let’s look at this one real quickly. Yep.
Connor Morley (15:41) So all of the information and this could have just been like an awkward date of import. Yeah, all the information on the provider profile is editable. So if, yeah, so everywhere here that you can see, and as admins, you can see it right here, we can go in and edit it. So if it’s an LPN, when they should be an RN, we can make that update. We can take a look at the data import too. If you.
Jenny Laurie (16:08) Like I, already, when I was looking through it, I already know three like Aaron watson, Kim Kennedy and Tanya adams are not correct. I haven’t I don’t think I’ve reviewed them all, but I just know those three popped out to me right away.
Sandhya Kapila (16:23) Okay. Yeah, we can take a look at those and see what happened in our data import, but then, yeah, we can manually edit those as well. Yeah, if you can give us a list of those so… that we can just verify.
Sandhya Kapila (16:48) Okay. Yeah. And then that’s great because that’s taking us to I’m going to, all right. All right. So the next step here is the providers tab. So here’s where you have the full list of all your providers. The most recently added provider will show up at the top. But you could also, you can also sort however you’d like you can sort alphabetically if you want to. You can search here too for a specific provider by name or npi or caqh, whatnot. And then if you have any filters, you can also filter these folks out too. So by license date or whatnot. And if you create a specific filter that, you know, that you’re going to continue to use, you can actually bookmark it and then save that as your view. So that you don’t have to continue every time you go in here, create that same filter. It’ll just be bookmarked for you here. So you can use that, this little settings field on the right top right, allows you to hide certain columns that are not necessary for you to view. So that’s for your view. If you hide those in, when you log back in, you won’t see those columns anymore?
Sandhya Kapila (18:03) All right. So as we go into this view, these little circles here are provider profile completion flags. So basically telling you how much of the profile for that specific provider is completed, what missing information remains that they need to, that needs to be filled out in order for us to get going on requests. So if we go into this specific provider’s profile?
Sandhya Kapila (18:41) It will highlight what specific fields are missing. If you hover over it. It’ll show you exactly what those are. The ones with the check marks, indicate that this is complete. The ones that are missing check marks. You’d want to go into each of those little tabs and get an understanding of what is missing and then populate that info… so you guys can make updates to all of these yourselves. The one thing that the provider will have to log in to do is go into the agreements review. We’ll review their profile and then go in here and complete the agreement section. And then when we were talking about, you know, when you have a new provider that you’re adding in or somebody that you know, let’s say you’re adding in their caqh, go back to the providers tab. Let’s go to summer for example… and you want to pull their data by a caqh, you can go into data imports, link their caqh profile, add in their caqh id, and their social security, and then hide this Guy here and then verify. And so then that’ll pull from caqh populate their data… or if they don’t have a caqh, you can also start a resume scan and upload their resume. And then we’ll pull in that data from there.
Connor Morley (20:07) So just really quick on the caqh profile poll, you can go in and link the account itself just in the same way that Sandhya showed. It does take a little bit to run and to automatically link, we typically say wait about one to four hours for the account to link. When you do it individually like this, it doesn’t automatically pull in all the information. So if you go to another provider who has their caqh profile linked, yeah, Christopher McFadden’s, a good one. And then we scroll down to that data imports and caqh profile piece, it’ll show you this information where we have caqh profile linked and you’ll need to go and click review and add data. And then here, the reason why we don’t automatically link caqh is because we’re not always 100 percent sure how accurate that caqh is. So we do want you to go in and just take a look and verify. You can select multiple pieces to pull in from the caqh profile. And then, or you can select all, you can select however much you would like. We don’t automatically fill out everything but you can select all to import. And then once you have chosen that, you can go in and you can choose the import selected information or if you click select all everything will highlight and allow you to pull in what you would like to pull in Connor?
Jenny Laurie (21:38) Are you saying that this is for when we’re adding a new people that we would do the caqh pool?
Connor Morley (21:44) Essentially. Yeah. So we, when we loaded all your providers, we did run caqh automatically and pulled in whatever information we could on the providers that we had caqh ids or social security numbers? In general, when you invite a provider for the first time on that login, email, the system will ask them how they’d like to populate their profile and will prompt them to link and pull their caqh info automatically. So if you don’t have that information, it’s okay because we’ll also ask the provider for their caqh id and social security and last name just to link it and pull in what we can.
Jenny Laurie (22:23) And then, are you guys, is that giving you access to the caqh or to tie you guys to be able to go in and manage your caqh as well?
Connor Morley (22:33) That links the caqh to pull the data, but it doesn’t allow us to get access and go in and manage them in order to do that, two things need to happen. One is on the profile and external accounts. We’re going to need their username and password.
Jenny Laurie (22:46) Okay. Which that should have already been provided and.
Connor Morley (22:49) We did load that in for a lot of the providers. The other piece is that if we go to the provider directory in general and… this is for a net new provider, you’re going to have to scroll all the way to the right actually. And there’s a checkbox that says caqh management. So we’re going to need to click that for a net new provider in order to say like, hey, medallion, you need to manage the caqh profile for these. I don’t see these as lined up. I think, I just wonder. We do want to confirm with you because I think in your contract, you have the, you only have 10 caqh management seats per year?
Sandhya Kapila (23:41) Oh, yeah. We.
Jenny Laurie (23:42) definitely have a lot more than that. We have 15 providers not including our therapists. Yeah. So we.
Connor Morley (23:52) do have the ability to select all and select multiple and turn on caqh. But part of the reason we didn’t do that is because we wanted to confirm with you what providers you would like caqh management turned on for.
Jenny Laurie (24:06) So, from mid Ohio, we would need everybody except for dr Sharma and dr rainwani because.
Sandhya Kapila (24:13) When.
Jenny Laurie (24:14) the practice manager at opa manages theirs for their inpatient stuff.
Connor Morley (24:22) Okay. I think we would need to update that number in the contract. And just because.
Connor Morley (24:34) part of it, is there, it sounds like there might be a slight volume increase. So there, I can’t tell you what it’s not going to. I don’t think I.
Jon (24:43) Don’t think it’s a volume increase. I think James when he initially set this up misunderstood and was thinking providers in terms of providers, not all the nurses and case managers that were, you know, that were needed.
Sandhya Kapila (24:59) So, yeah.
Jon (25:02) We’ll have to talk to accounting.
Jenny Laurie (25:03) We’re going to have a discussion. Yeah, yeah.
Sandhya Kapila (25:05) We can connect you with our.
Jon (25:07) 10 and a hundred’s a much different that’s a much different scenario. Yeah.
Connor Morley (25:15) And, you know, I think with different volumes in the contract, there are different prices. So I, we just want to want you to have that conversation with account management because there might be some discounts with larger volumes. So rather have that documented.
Sandhya Kapila (25:39) But,
Connor Morley (25:40) yeah. So we can hold off on clicking caqh management for now until we get that resolved. And then when it’s ready to go, Sandhya and I have the ability to just select all and enable caqh management for everyone and we can, it sounds like there’s only a handful of providers that you would not expect caqh management for. So we can select all and then deselect those two providers, it sounded like. And,
Sandhya Kapila (26:09) caqh management would not be enabled for, I’m sorry, like the not counselors, those folks, right? Like the mental health tech. Well.
Jenny Laurie (26:20) No, it would. No, some of the counselors do have caqhs because like medmutual does allow lower level to be credentialed, but it would be like the qmhs case managers or nursing… okay?
Sandhya Kapila (26:38) Yeah. And we’ll work with you just to get a full list of who we should not enable it for. And so, and we’ll work that way.
Jon (26:46) Was that me?
Sandhya Kapila (26:54) And then we’ll connect you with our account management team as well to have that conversation.
Jon (26:58) Thank you of.
Sandhya Kapila (27:00) Course. All right. Let me just see if there’s anything that I missed here. Okay. So just quickly. Okay, you can also actually, we were talking about deactivating, you can deactivate a member from this area too. So you don’t have to necessarily go back to the member step to do it. You can deactivate them from the providers list as well. All right. So if we go back to Christopher McFadden, the… overview tab for him too, if you go into this overview tab, you’ll be able to see a quick glance of his profile completion instead of hovering over you’ll be able to just click in and see that. And then when he has tasks outstanding for him, those will be listed here as well. And then excuse me… your profile has all the demographic info as we talked about. Any verifications that we’re doing on the provider are listed here. We do have comprehensive, you guys do have comprehensive monitoring. So, you know, npdb, oig, Sam, all of that information will be listed here. Licenses, any existing licenses that we have for them are going to be listed here, including like anything that’s missing practices that they’re associated to, are listed here. Any payers that we’ve any payers that we haven’t yet loaded, but they’ll be added here as well. You’ll see if they have enrollment set up as well. We have that listed here, enrollment requests as you make them. Those will be listed here. Notes, this is notes for the provider can be added by our team as well as by you. And then this is where you can adjust or they can adjust their email preferences.
Sandhya Kapila (29:10) All right. On the groups tab. This lists out the various groups for neurocare right now. We have midohio listed here if you click into it. So this is missing profile information. So once you go in here, you’d want to go ahead and complete the profile with the missing info… similar to the provider profile. You’ll get an idea of what is missing here just by looking at kind of the overview tab.
Connor Morley (29:44) So, I.
Jenny Laurie (29:45) guess, what is the homework that we need to be doing? Do I need to be going into this provider, the provider groups. So.
Connor Morley (29:54) It’s important to call out that for you Sandhya, if you go back to the groups in general, the homework would be that we need the group profiles to be at 100 percent in order to submit applications… for providers associated with that group. And in addition to the group profile, I think there are things like if you have legal claims liability insurance, is this a telehealth brick and mortar group? There are some like tax documents that we need to have as well. And then all the information that we need filled out for this group is right here in the group profile. And then the other piece is if we go to the groups in general, there is also a practice locations field. So that is all the practice locations. There’s additional information that we need as well in here that operational information, like what are the hours? What are the ages? Is there telehealth availability? Those are the three big ones on top of my mind. But we need that information as well in order to do payer enrollment requests.
Jon (30:58) Well, the manager, it’s I mean, to me it’s looking like the manager is really responsible for inputting all of the information that a credentialer would normally be putting in like either the provider or the credentialer, but, you know, it still needs to be managed. If there are employees. So it’s really on us then essentially to become the credentialer, we’re just using the software to input it all.
Connor Morley (31:25) So in order to have like the basic information, yes. And then we take it a step further so that you as an organization would make the requests, we gather all the information, put it into the application. And if you say like you go to Aetna or you go to blue cross blue shield, we’ll also be able to, we’ll request either availability access, so we can go in and log into the payr portal and actually submit the application, fill out all the information that’s needed and keep it up to date. So in order for us to get started, we do, there is a lot of upfront work in just kind of populating all of the information. So there is a source of truth.
Jenny Laurie (32:12) Yeah, because I know John, like all of the spreadsheets, I mean, I worked on those for hours upon hours. Yeah, I.
Jon (32:20) bet, I mean, and,
Jenny Laurie (32:21) it’s still and.
Jon (32:22) We’re still only a quarter of.
Jenny Laurie (32:24) A year. And now we have.
Betsy Thornabar (32:24) So.
Jenny Laurie (32:25) Many hours now, I’m seeing we have a ton more work that we have to do.
Jon (32:29) Yeah. And.
Jenny Laurie (32:31) Like this is nothing I think to you, Connor or Sandhya, but like we were like myself, John, Betsy, we were not involved in choosing medallion like midohio already has a credentialing company that worked for us and like it’s minimal what we have to do for them.
Jenny Laurie (32:48) They do all the work. So, I apologize if we seem to be asking a lot of questions or seem a little frustrated, but like, I had no idea that there was a cap on providers, that there was these different caps. Like we don’t I know nothing about the contract other than we signed a.
Betsy Thornabar (33:05) Contract.
Jenny Laurie (33:06) This is what we’re doing… no.
Sandhya Kapila (33:09) That’s fair. I mean, we totally understand. I mean coming from the onboarding world, we hear that a lot that it’s not usually the people that we work with that are responsible for, you know, signing the contract. And it’s really kind of like, okay, we did this now here it is.
Jenny Laurie (33:26) Yeah.
Betsy Thornabar (33:26) Now, I do have a question with all of the update providers and caqh, when will we receive a new quote on what this is going to cost? Because I think we’re looking at quite, you know what I mean? A additional sum for what the actual needs are going to be?
Sandhya Kapila (33:53) Yeah. So we’ll get connected with your account manager today. So, after this call, I’ll reach out to him and then have him reach out to you guys. And.
Jenny Laurie (34:02) Then John, are you going to be the one that would take that portion over? Like how James is the one that set this up with the contract, but is that now you, that would be taking that over? Yeah.
Jon (34:13) I can talk to them about that.
Sandhya Kapila (34:15) Okay. So we’ll connect you with them, John. Thank you. Okay? Of course. And we’ll give them kind… of like a knowledge share of what you’re going through as well?
Jenny Laurie (34:29) Okay. Cool.
Sandhya Kapila (34:35) Yeah. We understand that there’s a lot more work that needs to be done, but hopefully it’s a one time thing. And then once you get it done, then you won’t have to look at this again.
Sandhya Kapila (34:55) Conor, is there anything here that we should talk through?
Connor Morley (34:58) No, that’s really the kind of homework anywhere you see a request field as well. Like you do have the ability, Sandhya will walk you through the payr request process, but you also have the ability to request directly in either groups or provider profiles themselves.
Sandhya Kapila (35:24) Yeah. And the request process. So once we have the payr’s in there, I’ll schedule a separate meeting to go through that process right now. We just want to make sure that everything is filled out so that we can get that going. So this would be the payr portal or… the payr section where we would list out all the payr’s any enrollment requests that you make current enrollments. And then that’s the QH management piece that we were talking about.
Sandhya Kapila (36:00) And then existing licenses. This is when we were looking at it previously, it was at the provider level. This is just across the board across all providers. You’ll have a list of the existing licenses we have in here.
Sandhya Kapila (36:17) All right. Okay. So this other tab here is an analytics report. So you can, once we have data in here, you’ll be able to take a look at these various types of reports, get an understanding of the in progress requests that anyway, any requests that are in progress, any completed requests, you can take a look at what that looks like by month and then turnaround times, how long it has taken for a request to be completed. You can look at that by month. There’s different ways to look at this data that you will have access to. Excuse me. Yeah. Right now, it’s just blank. So… but these are the another for ongoing monitoring. Excuse me, you’ll have this report here that’s going to show you our automatic verifications for ongoing monitoring. So, medicare opt out and PDB, Sam, oig, and basically what’s… going on here for those specific… for those specific ones… provider summary report, this will be a giant report really like with all your provider info, a view of their profile information. This can be exported. You can filter this out by provider. I’m just going to try to scroll over here too. So basically, it has all of their info. And then, yeah, you can filter this out by provider. If you want to see providers for a specific start date, you can do that too. Yeah, just all the info that you need to see a better provider when they logged in when they last logged in. And then once you have tasks, this is going to just be a high level overview of summary of all the outstanding tasks. Someone is at the courtyard door. Sorry, guys. Oh, I was like what… someone is at the courtyard door. Oh, my goodness. All right. My husband got the door that’s great… enjoyed working from home. Yeah. So this is just going to list out all the different tasks that are outstanding. Any recommended actions? And then what it looks like historically too?
Sandhya Kapila (39:03) And we will go over this once we have data in your platform. So it makes more sense. Okay? And provider onboarding. This last one here is just similar to that provider summary report but it just shows specifically for provider onboarding, what that looks like. So have they signed up to medallion yet? Have they accepted their invite? And you can’t see that here, but you’ll be able to get information there on what have they done in medallion with respect to medallion? Cool. And this last tab here is our report builder tab. It’ll allow you to build out specific reports for your use. So if you want to take a look at, you know, deactivated providers, you can pull out specific information about them when they were created, whatnot… pop it over on this side. And then a report will generate based on really the fields that you select here. You can save this report in case you want it to, in case it’s a regular report that you want to view, you can save it, have it even emailed to you at, you know, every month or you can just go back into save reports once you have it saved and it’ll pop up here.
Connor Morley (40:24) I think one other piece for the report builder is just best practice when you’re kind of making these reports to include email and mpi, especially if, you know, we’re looking at the system and you need us to add information. We usually do look for at least two identifying or unique identifiers in order to kind of make any changes with those provider profiles.
Sandhya Kapila (41:03) All right. And the last thing here is the support center. So this is our little help center… resource. So if you have questions, you can search for, you can type in here, look for questions. This will also kind of if you click on the little help icon here, it’ll give you a list of all the specific collections that we have. You can go in here and type in exactly what you’re looking for. If you want to talk to somebody, it’ll start with an AI agent and help answer those questions. But if you want to speak with a human, you can just tell them that I want to speak with a human. And somebody from our team will jump in and help answer those questions.
Connor Morley (41:47) This is also how you would generate like a support ticket. And then once you go through that conversation with the human or the AI agent, they would give you and create a support ticket. And then in the support center, whenever you went back into it, right above where it says, hi, medallion, how can we help? It will link all of your old support tickets? So you can go back and look at those?
Sandhya Kapila (42:20) Cool. Thank you. Connor. Is there anything else that we should be reviewing anything that I missed?
Connor Morley (42:29) I think that covers it just an fyi on a couple pieces for the tasks themselves. We typically do assign the tasks to the providers in order for them to get notified and for them to kind of fill out that information, it is important to call out in order for our team to then review the task. Every task has to be marked as complete. And then we’ll so if you go in and you say like we’re asking for an additional piece of information, you add it, but the task isn’t marked as complete. There’s no trigger for us to look at it at this time. So the task it’s really important to mark those tasks as complete even if, you know, you’re unsure because then we can essentially have it go through, review our credentialing or our payer enrollment team can then go back, look at it. And if they need additional information, they can go through it as well. And then in general, our typical policy for reaching out to a provider is we will reach out to them three times on a provider task. And if we don’t hear back from them, then we create a separate organization admin task letting you know, hey, we’re having trouble getting in touch with this provider. This task is outstanding. Can you help us? And so that’s how we would escalate to you all that we’re not getting the information we need from a provider. Okay. And then I know Sandhya mentioned that you can download information or download some of these tables anywhere where you see the download button in providers groups, licenses, payers, there should be a download button, so you’ll be able to kind of export that into an excel or a CSV file. All right. And just to recap as well, we go through the bulk invite process, we put it through a tool on our side. But if then we go through and we see that, you know, 40 providers haven’t responded to that invitation. If you’d like us to do a mass resend invite, we can do that as well. So you don’t have to click resend invite 40 times.
Sandhya Kapila (44:55) All right. Any questions?
Jenny Laurie (44:59) I don’t think so. I wrote down what I need to work on the group profiles and the practice profiles.
Connor Morley (45:06) Yeah. Okay. Wonderful. One other piece as well. Medallion does send out like a weekly admin kind of summary email going through essentially like, hey, these are the ongoing monitoring flags that we’ve seen. This is a summary of the credentialing or the payer enrollment requests that you have and where they are in the progress. This is a summary of the outstanding provider tasks, things like that. And then it’ll hyperlink you to all of those pages and that’s sent every Monday to your email associated with the medallion account.
Sandhya Kapila (45:50) Okay.
Sandhya Kapila (45:57) All right. If you all have any questions, please feel free to reach out… will do. All right. Well, thank you. And I’ll send this recording over as well.
Jenny Laurie (46:07) Okay. Thank you guys. All right.
Sandhya Kapila (46:09) Have a great week, guys. We’ll see you.
Jenny Laurie (46:11) Bye bye. You too. Bye.