Transcript
Dawn Collier (00:00) hi, Jay.
Peter Bosworth (00:06) How are you?
Peter Bosworth (00:11) Hey, Jennifer?
Peter Bosworth (00:16) How is everyone?
Peter Bosworth (00:22) Oh, man. I can’t really hear you.
Peter Bosworth (00:36) You just sound, really quiet but I can hear it. I can hear you. It’s just super. I got my thing up all the way. Bye bye.
Peter Bosworth (00:52) Actually, it’s a little bit. Yeah, it’s workable. It’s workable. Okay. So… all.
Dawn Collier (01:05) Right. Hi, guys. I want to let you know. I am here. I have a sick child at home that’s getting very cooped up. So, I’m trying to just like let him go outside and I’m going to watch from the window, but there’s going to be a little commotion for a minute, I apologize.
Peter Bosworth (01:20) Sounds good. Hi, Dawn. Thanks. Sorry to hear that. Everyone’s sick these.
Dawn Collier (01:27) Days, I know tomorrow, he’s going back to school today was the precautionary day, so that I didn’t get a phone call and he had to stay home on Friday, but he is like bouncing off the walls. So I gotta let him out like a dog run around.
Peter Bosworth (01:42) Yep.
Peter Bosworth (01:45) Okay. So just really quickly off the top. We updated the logos that was done since we last spoke, and then also, we added the custom org attestation questions to the demo to the sandbox environment. So just wanted to make you aware of that.
Dawn Collier (02:09) Okay. And when we said that we did the logos that got pushed into sandbox or that’s in live, just want to make sure and I don’t know if anybody wants to maybe share their screen because I don’t think that Joana has a sandbox maybe she does, but just so that we can give Joana a visual as well.
Jay Cintron (02:31) I’m gonna do it. Thank.
Dawn Collier (02:33) You. That’s awesome. Yeah, absolutely.
Peter Bosworth (02:37) And it’s on the live environment as well.
Dawn Collier (02:42) Just the logo. Okay. Just breathing and checking. Okay. All right. Well, that’s awesome. Okay. And I think that I’m gonna let Jay give like the full blown update, but we were able to wrangle our credentialing committee late yesterday to run through all of the questions and how in our mind we are thinking that we could kind of have this set up. And then we did kind of give them a disclaimer that, you know, we’re working in a sandbox environment. We got to see what is possible. So, I think that we will be able to share the questions and our logic of what we’re thinking. And Peter, we totally understand if you can’t give us an answer on the spot and you got to go back to your team… but I think that we’re in a pretty good spot for moving forward. And I don’t know if there were other things that were like you took back to your team that we needed to circle back on. But I think that, you know, for our first week of gathering and regathering, this is great progress.
Peter Bosworth (03:59) Awesome. Yeah. So, okay… if I understand correctly, basically, you have finalized questions to put in platform.
Dawn Collier (04:07) Okay. Yep. So we have finalized questions however, Peter, you know, it’s never just as easy as let me flip you three things and it’s going to be straightforward, right?
Peter Bosworth (04:18) Yeah. So.
Dawn Collier (04:19) I think that for us Jay has been great of giving us visuals so that it is something that we’re like able to kind of flip to you guys for you to bring back to your team.
Dawn Collier (04:32) Our questions are very similar to what you guys have in medallion. But the difference being you guys look at a specific time bound period for a majority of your things like within the last 10 years within the last 20 years, whatever the range may be. Some of our questions may look repetitive, but the way that we ask them is basically all time not doing it just right. So like maybe whatever I don’t want to give the examples because I feel like that’s calling out things that we’ve seen but you understand, like if you have a criminal history, I think we’re aligned the way that we answer like we both ask the question the same way. But when it comes to like malpractice, we also want visibility into something that may have happened outside of the 10 year time frame. We kind of want to know ever because we want to see if there’s patterns that maybe we wouldn’t see otherwise. So I’ll turn it over to you, Jay to summarize what we kind of talked through with our team so that we can give Peter some insight into what in our mind we thought might be able to happen.
Jay Cintron (05:43) Yeah. Starting with number one was the question that we kind of started with this project where Peter got us going live so quickly and we had to fall back a little bit. So nothing has really changed with that question. Same one moving forward. Two and three are ones that we’re adding on where Don had mentioned. We just really want to get the full wider scope of these questions. One our first ask for you, Peter, is there any possibility we can go like the bold route? You see, aesthetically that if yes, part provide party names, county all that is it? We just want to really highlight that to make sure the doctor knows to provide the information and maybe bolding it or a pop up or something along those lines to really focus on providing us the information. Yeah.
Peter Bosworth (06:37) I don’t know that I don’t think that bolding will be a problem. The bigger thing that, I actually just took like a screenshot of this to share with our technical team because the, if yes and then a text box appearing would be a net like a new feature request, right? Because rather than just yes or no?
Dawn Collier (06:57) Yeah. And I think that the one thing that we were thinking was, is we were wondering if the yes, no can be the required, right? And if yes, like the text box of explanation, how you guys kind of have like optional options, we don’t want it to block it right where they click no, and then they have to literally type in like na, because the box is required. And the way that we operate with our workflow present day is there are times which I’m sure you know, whether it’s in medallion or whether we’re doing it externally through our DocuSign. Like sometimes we have to follow up with the doctor and get more information because they were like it happened in Florida in 20 22 and it was dismissed. What is it? You know? Like we have to call them, elaborate on it. So, I think my big concern higher level is if the doctor needs time to gather their court documents or whatever it may be. I don’t want it to block your validation from starting, right? Medallion verification. These are like additional questions. So we want them to answer the questions, but we’re saying like leave it to us to follow up with the details. Yeah.
Peter Bosworth (08:18) So, just like from a, it would just be, yes, no is required in the text boxes is technically optional, yeah.
Dawn Collier (08:25) Well, it’s technically optional for your process to be able to kick in with the verification. But like on our end, we would police it like how we police our DocuSign right now. But the answers of yes or no, like we want those answers so that they can complete the process, but the details to follow it up because it’s outside the scope of what like you guys are looking for to verify, would we be able to have like the explanation, obviously, our preference is they just complete the process in one full swoop, but if I had to go and call my attorney to get a copy of something. So I made sure like I had the right year or wording. I don’t want it to block it. If we know that the answer is yes or the answer is no, and they don’t need to provide other information and they didn’t type N a or something.
Peter Bosworth (09:16) Yeah. Okay. And.
Dawn Collier (09:19) Jay, if there’s like a more concise way to say that or something that makes more sense like in a medallion speak, feel free to jump in… no.
Jay Cintron (09:29) I think that covers it.
Peter Bosworth (09:33) Okay. And.
Dawn Collier (09:36) I think one of the other things, Jay, we can send this document to Peter, so he has it. But one of the things when it comes to like the bold, I think that for question two, and for question three, our credentialing committee recommended that we put ever in like capital letters to differentiate it from what you guys ask, right? In the past 10 years, have you been named in a medical? But like in the actual question, right? Have you ever been named, right? So again, that’s just like how we type it into the box. But just while I was looking at it, I want to make sure we give you the right stuff the way that we had it given to us and Peter not to speak on your behalf. But there’s many websites that like backend our team maintains. And in my mind, I’m like it’s like a bracket with a BR with a slash and another bracket on the other end of like how we make something bolded, where to your point, I don’t think the bold is going to be the problem. I just don’t know if your platform is going to like correct the casing because it’s not proper to have it all caps like that or something. But… okay, I think this is it, this is what we’re looking at. And in our best case wishes we’re hoping that we can kind of separate the yes, no being required to the follow up information, being more optional. But know that like for us to close out the file, we will get the information in there.
Peter Bosworth (11:12) Okay. So a few thoughts here. So yeah. So the, yes, no as a requirement that’s great. If, yes, a text box appears making filling out that text box is not a requirement. And.
Dawn Collier (11:39) So the distinction, I mean, if you have the ability I’d be willing to hear like come back from what your team says. Like is the route that box only appears if the answer is yes, right? Which would eliminate all the no’s having to like trick a box that doesn’t apply to them, right? I think my main concern is, I understand that like by us introducing this, we’re adding like extra questions that, you know, they have to sign off and attest to my reluctance comes from, I don’t want them like delayed in finding the details of something that’s not needed for your verification to hold up your verification.
Peter Bosworth (12:24) Yeah, I’m confirming. I’m asking our team to confirm whether or not like these requirements have any connection to our credentialing requirements. Like I think that they.
Dawn Collier (12:38) exist that’s a great question. I’m making assumptions and.
Peter Bosworth (12:42) I think that like, that would mean making them required. Like all that’s going to do is affect provider profile percentage. Once again, it’s not going to affect whether or not we can move forward with a credentialing file. But I’m looking for the product team to confirm that, okay?
Dawn Collier (13:06) And then one other thing that would be helpful, right? Because I’ve had a week to digest this and forgive me, Jay and Jennifer, like if you, if something is going to happen where like on your end, everything still looks fine, right? But to us the circle’s not closed and green. What kind of reporting would your team recommend that we look at on a daily basis to have better insight into like a filtered view, right? I don’t want to have to sift through every single doctor that we have running through validation. I want to have a clean dashboard view that we can see like these are all the people that we sent the links and they haven’t finished yet… right? To like to help us with our internal change because this isn’t going to impact like how we’ve been talking about the sales team. This is going to make the sales team and the doctor experience better. And I’m willing to absorb some of that internally on our team but not like we don’t have good visibility into closing things out. We have to be able to tell the difference of like medallion verification is done and we’re waiting on our own internal piece of the pie.
Peter Bosworth (14:22) Yeah. So like.
Dawn Collier (14:23) Yeah, sorry, go ahead.
Peter Bosworth (14:25) In the platform, you can always filter by. You can always filter by like… provider profile percentage completion. But then specifically like profile action required question mark or like no profile action required. So profile action required would isolate those who we like need things from them to move forward with credentialing.
Dawn Collier (14:57) Okay. Do you think that there would be an ability like when we add this section within the filter for us to do like organizational attestation incomplete?
Dawn Collier (15:11) Like giving us the filter that gives us like doing this. But then we could still slice it one more time of like, you know, what we’re looking at now, are people that like my hunch is if they’re almost complete, all they have to do is the disclosure questions and sign off, right? That’s usually like that 80 to 90 piece of the pie. And Peter, you would be proud of me. I learned this in my tutorial from Jay. I learned how to use some of these filters. So, I do know what you’re talking about.
Peter Bosworth (15:41) Yeah. I think that would be like another feature request, right? Like the ability to filter by that specific requirement.
Dawn Collier (15:49) Yeah. So maybe just like as we’re talking through it, right? Capturing for the team as we’re building it, how could we internally help… right? Because it’s going to be an adjustment for us now before we’ve been talking about like external user adoption. And I think you’re looking at the team that has been the most flexible and pivoting with every turn that we’ve gotten here. But I just kind of want to know what’s possible in a reporting function and if it is something that like to make our life easier, it’s going to cost us a little bit to get that extra filter tacked on there. What does that look like to make our lives easier? And if it’s not possible, that’s fine. But like from the tech team asking the question like, hey, they’re going from being able to see the circle being closed and we’re willing to take the circle may not be closed until they’re literally done with everything, but how are we going to see the in between?
Peter Bosworth (16:49) Right. Yeah, I have some thoughts on how to do that, but, yeah.
Dawn Collier (16:56) That’s okay. You can have time to digest it. You don’t have to give me an answer now. Just kind of throwing out there for, while we’re away for the next week. Yeah, that’s a food for thought.
Peter Bosworth (17:07) Yeah, 100 percent. And, you know, typically, we have like a process for custom reporting. We have like a SKU for custom reporting. It’s not, it’s not breaking the bank at all, but like that would probably be something that happens like an order form for the custom reporting and scoping that out. But that’s good to know taking a note of that as well. Okay?
Dawn Collier (17:41) Yeah. I mean, I don’t just to be transparent like I’m not saying that without it, it’s going to be a blocker and we can’t deploy, right? It’s a, would be nice to have. So, while we’re having the talks, we’ll put it out there? Okay?
Peter Bosworth (18:01) Okay. Let me just look at these questions one more time. So, and… it’s just these three or was there a fourth one that you didn’t scroll down that I didn’t see? Yeah, see.
Peter Bosworth (18:32) So, sorry, is it three or four three? Oh, okay. Great.
Dawn Collier (18:37) We eliminated a question. Aren’t you proud of us? That’s what we accomplished yesterday with our team, is we’re not doing four? We’re doing three now?
Peter Bosworth (18:47) The more, the merrier, three is three is a good clean number. Okay. So for this specific project, my questions remain. Sorry. My questions for my team is like, can we make so yes or no? A required field? If, yes, the text box appears. If, we can either like a, make the text, make filling out the text box a requirement. If that doesn’t affect any downstream workflows. Is that like an okay, are you okay with that statement? If it does affect downstream workflows, then don’t make it required. If it doesn’t affect downstream workflows, then do make it required.
Dawn Collier (19:31) That sounds right to me. Okay.
Peter Bosworth (19:35) And my hunch is that it doesn’t affect downstream workflows by the way. But the other… thing is that there are like there’s some back and forth between our engineers about making the questions required for only new provider profiles going forward. So that’s something I wanted to talk to you guys about. Because, so,
Dawn Collier (20:02) like,
Peter Bosworth (20:03) of all of the, however many hundreds of providers, thousands of providers, 1,657 providers that you have in medallion today, like let’s say we launched this, you’re saying that you don’t want it to apply to any of them?
Jay Cintron (20:20) Not all of them. Have we have initial credentialing that’s ongoing monitoring, more than a 1,000. It’s just ongoing monitoring. So we have never requested credentialing.
Dawn Collier (20:33) For that… so I think that Peter, before we give you just a final answer, right? Maybe Jay and Jennifer and I think I saw Maria on here. Now, we have not initiated our recredentialing project yet, right? It’s something that we’re looking to fine tune this process with the sales that we’re working on before we kind of go back to our existing network. I do feel like it’s gonna be easier for our existing network than it is when we’re dealing with like the time crunch of sales. But the thing that like… the two questions that are on the bottom… I don’t know that I would have a problem with them staying there. The question that’s our first one about like… actually we took out the time bound thing, right? Where it was three years. Okay? I think that it’s fair for us to go back to our team and ask the committee. When we do initiate re credentialing, would they want these questions included? Like you’ve been with us for 20 years? You’re going through the credentialing. I think that we want to know that they’re able to perform the services, right? I could see that question applying and Michelle wanting that… the other stuff like we already got that when they came on board, but our process was paper. So do we want them to go through and do all of the questions electronically even though we have the paper? All right. I think we can take that to go back. It’s.
Jay Cintron (22:18) required for them to still respond? Yeah. And actually all questions, all cases, we will have it, but what happens if a year ago the detector gets?
Peter Bosworth (22:29) Two, well, we know there is no.
Jay Cintron (22:32) Payment yet. There is no npdv report. They have just a paper in their hands. Yeah, they’re supposed to still report the same cases.
Dawn Collier (22:39) Yeah. Okay. I mean, do you guys, our team, do you feel like that’s fair that we go back? Like, I don’t want what we’re working on now to be blocked by something that we haven’t started yet.
Jay Cintron (22:52) Yeah. I mean, it’s not, I don’t think.
Dawn Collier (22:54) That, and Peter, I’m sorry, Jay, go ahead to finish your thought, I think legal.
Jay Cintron (23:00) Will be okay with it. We can still present it to them, but I feel like they will be okay with them answering all this. We can start over again every two years, whatever amount of years we require them to answer in the future.
Dawn Collier (23:13) Yeah. And I think that Peter, it could also be dependent on your answer of, does it bear any impact to the actual medallion process? Yeah. Right. So, I think that if you’re able to get that answer, it’s fair for us to go back to our team and verify when we initiate re, cred, are these questions that they intend to keep in there? And if they say like, no, we don’t want it, but you’re able to tell us there’s no downstream impact of them being there… feel like I could be okay with it because what we’re asking them to do is answer the, yes, no, right? We’re not making all the details required and that would become we get flagged. Hey, they completed it. They check the box. No, they check the box, yes, and we need to follow up with them and get the details. If we don’t already have it on file from when they did paper.
Peter Bosworth (24:09) Are you expecting these questions to show up in the closed credentialing file or not?
Dawn Collier (24:15) Yes.
Peter Bosworth (24:19) Okay. Well, if that’s the case, then it would definitely affect the downstream cred workflows because it would become a requirement to show up in the files. So I also need to.
Peter Bosworth (24:38) Validate our ability to put these into the credentialing files.
Dawn Collier (24:44) Okay. And like again, I am not familiar with the backend, like what we export what we save, but if we had the ability where we exported the full medallion, and then we export this section and we save them both, right? Instead of like it all being one package if we had to export this and that and save this, Jay, Jen, Maria chime in like, I don’t know that that’s a deal breaker for us as long as we would be able to export it and save it on our end. So that it’s like memorialized, but we can bring that back if it’s something that your team feels like it wouldn’t be able to be part of the package.
Maria Prindle (25:25) If we had to sure if it becomes a requirement in the other way, yeah. Yeah, ask the first question obviously, but yes, it’s not a hard stop.
Peter Bosworth (25:37) Okay. So, sorry, if it’s not possible, you’d still want it to be in the provider profiles?
Dawn Collier (25:49) Yeah. So at the end of the day, what I care about is that we are able to export the files completed, right? So, whatever’s tied to your medallion process and I want the ability to house a copy of all the answers to the questions that were done in our organizational attestation. Okay. Yeah.
Peter Bosworth (26:12) I guess that, well, the questions compound like this is, yeah… because if we add like if I go to the sandbox environment and I just click on one of these where we have the organization attestation questions like.
Dawn Collier (26:29) As of, do you want to share your screen real quick? Jay, maybe we stop sharing and let him share.
Peter Bosworth (26:34) I was just saying that there’s not like a, there’s no export feature here. So, these exist in medallion and there’s not like a clear way to export this information… unless, so it’s like, I guess there’s two things. One, if we can put it into the cred file, great, then it shows up in the closed completed cred files.
Dawn Collier (27:00) And that is like our, what we would really like to be able to do, that’s our ideal state, right?
Peter Bosworth (27:07) And so, is it like an either or like, do you also want to be able to export it from here? I’m not sure if we can do that, no.
Dawn Collier (27:15) Okay. No. So if, like if it is something that I just want to understand how it would work, right? If there is a downstream impact to your process by us saying we want to, you know, add this and it’s required, it all has to be done. Did I lose you guys? Okay. Sorry, I don’t know what happened. My teams just popped up and it was like I was the only one and I’m like I thought I was on a zoom, but, okay, there you are… at the end of the day, what we’re looking to do is instead of having a separate DocuSign package that we’re able to save with the answers to these questions, we want it to be part of the medallion process. So at the end, I would like for it to be part of the final credentialing package. Okay. Right? So I think I need you guys to tell me Dawn based on the ideal state of what you’re asking for like this is the way that we would be able to make that work. Yeah. And if that is that, you know, we have to make it required that they do the org questions in order for the verification to kick off. Like we just need to know what is the workflow going to be, right? I would like for it to be… one neat package. But if it is unable to be one neat package, I need to know that we will have the ability to like export this data and have it where like either we merge it in with the credentialing package that we’ve exported, right? We’ve got to have it somewhere so that if this pops up in three years and our attorneys are like, did we know about this? We’re going back to this package… Peter, is it, is?
Joana Yung (29:00) It, because it’s not one of these tabs you put it outside that it’s not printable as part of the package. I don’t know the platform that well. I’m just wondering.
Dawn Collier (29:15) It’s.
Peter Bosworth (29:16) just that like this is a custom field. So it’s not like natively just automatically going to flow into the credentialing file unless we explicitly build it to.
Joana Yung (29:25) Oh, okay. But you can build it to or you cannot, or that’s the question we’re trying to find out.
Peter Bosworth (29:33) That’s the question that I’ve just asked my team.
Dawn Collier (29:37) Okay.
Peter Bosworth (29:46) Okay. All right. So, I think, I know we’re at the hour mark… I have my list of questions.
Peter Bosworth (30:04) And I think I have a good sense of how to frame this and get comprehensive answers on each one. Okay? And then,
Dawn Collier (30:13) on our side, we will go back to our committee and ask about like the re, credentialing and how they feel about those questions? Like do they have a strong opinion whether they’re included or excluded? Because if they’re going to tell us at the end of the day that they want them included, like, I want to know that now so that we’re not trying to like bifurcate the process for no reason. I’d rather keep it all the same for everybody. I think that it makes sense just based on looking at the questions, like you would be asking them about their malpractice history of the last 10 years. We should be asking our version of the question as well. I don’t see why we would exclude it like now that we got rid of some… of the other ones that we were going to put in there. So, I feel positive that we’ll get a yes on our end, but we can’t speak on behalf of the committee.
Peter Bosworth (31:04) Okay. So.
Dawn Collier (31:06) That’s our takeaway is to get that information. If we get it like before our next touchpoint, we’ll just email you over. We don’t have to wait until then.
Peter Bosworth (31:16) Got it. That would be great.
Peter Bosworth (31:22) Okay. I think I’ve got it. I think I’ve got the information and we will connect again next week same time with answers.
Dawn Collier (31:34) Yeah. And if you have any follow up questions, like as your product and tech team are kind of fielding whatever snapshots you grabbed while we were on the call, just send us an email. We’ll try to get you answers so that you guys don’t get stuck with lack of details from us.
Peter Bosworth (31:50) Okay. That sounds good. I think I’ve got what I need.
Dawn Collier (31:54) Okay, awesome. And I will say like, I don’t know if I should say it. Now. It’s four o’clock on the day that you guys are pushing out your product thing. We haven’t heard any complaints. Just want to share that feedback.
Peter Bosworth (32:07) Oh, that’s great. That’s awesome.
Dawn Collier (32:10) Yeah, it already happened. Everyone else on the team. Feel free to chime in, but I think we’re all clear, just wanted to share that story so that we can have like a we’ve all survived this and no one yelled at us moment. Okay?
Peter Bosworth (32:22) That’s great. That’s awesome.
Dawn Collier (32:24) Woohoo. Thanks a lot. All right. Well, thanks, Peter. All right. Take care. Thank you. Bye bye.
Peter Bosworth (32:34) Thank you. Bye.