Transcript
Mira Guha (00:00) hey, Mira. Hi, Anna. How are you? Can… you hear me okay… see?
Mira Guha (00:23) Let me know if you can hear me.
Anna Fitzpatrick (00:24) Yeah, I can hear you now.
Mira Guha (00:25) How are… you doing today?
Anna Fitzpatrick (00:31) I’m good. How are you doing?
Mira Guha (00:33) Well, I know it’s been a minute since we’ve talked, so it’s great to touch base again. Do you happen to know if Aaron’s able to join today?
Anna Fitzpatrick (00:41) No, he won’t be joining today, okay?
Mira Guha (00:43) Gotcha. Great. Well, since it’s been a second, I know we renewed the contract a number of months ago, really just wanted to kind of start a fresh new slate especially given that we did sign a larger agreement than before and I think I reached out, but this basically opens up the assignment for your account of a dedicated account manager, which will be me as well as an engagement manager and just kind of more regular touch bases, dedicated representation when it comes to just more support for your account, which I can get into. I know Aaron can’t make it today, but going forward, if he or anyone else on your executive team can make these, we’d love to make them recurring monthly, even if we’re not able to meet every month. If sometimes we cancel occasionally just to make sure we’re kind of just staying on top of things, keeping a clear line of communication. So I’ll go ahead and just send the deck to both of you afterwards. But just wanted to let you know that’s kind of the point of the meeting today. I’m gonna go ahead and share my screen. I don’t know if we’ll need the full 45 minutes, but just want to kind of go over what this means as far as going forward and what we’d recommend, what we’re looking for as far as kind of meetings going forward. Just an overview of what’s in medallion right now. Stay on top of things contract consumption. Since we did sign that agreement, just how we’re tracking dollars wise. And then just like if there’s anything your team is anticipating in the months ahead, any kind of big priorities, we should be keeping an eye on going forward. If there are any kind of feedback items, pain points we should be addressing, we’ll just kind of very briefly go over our roadmap for this quarter and then just align our next steps. Anything else you’d want to cover today or just kind of see how today goes and we can always adjust for meetings going forward.
Anna Fitzpatrick (02:28) Yeah, I think, yeah… maybe, you know, I would like to see kind of, you know, I would love to see roadmapping for kind of updates you guys have which I think is Q to roadmap. But yeah, just, no, this is great. Glad to have like contact again and everything and just making sure we have that point of contact for people. And yeah, I do have just some things on the list that I wanted to ask about not specifically, maybe learn about to see, you know, if we can kind of not change how we’re using medallion but use it to the, I just want to make sure we’re using it to the best of our abilities with the team as we’re growing and whatnot. So, yeah.
Mira Guha (03:16) Absolutely. I know you’ve been with us for a while and gone through transitions of what support looks like here. So glad to have you back to a place where you get a little bit more of like kind of a tailored higher level of support would love to exactly like you said, make sure you are getting the most out of our partnership and the work with you work, we find better efficiency or utilization. And I think as I get into it, we’ll kind of understand more about that. So this is kind of how things have shaped into what they are today. So I mentioned this in the email, but we basically have kind of the two, I guess three Ish teams supporting now. So we have the account management team that’s me staying on as your account manager. I’m here for kind of more of a high level strategy level of support. We’ll have these meetings with the executive team at Geo to talk about strategy priorities, feedback, things like that as well as just make sure we’re keeping a good track on the consumption. Don’t want to have any surprises where we suddenly overwhelm or overshoot, and we’re in kind of any issues with finance on the medallion side, but just may also make sure everything is right sized there. So there to help with those pieces. And you have someone from our engagement management team. Her name is Retta. She’s actually been at medallion for some time before she became an engagement manager. So she’s going to be stepping in that role as kind of your primary contact for anything day to day. So you will be able to set up recurring meetings with her. So she’s more of kind of like the subject matter, nitty gritty expert. She’s going to be really great at kind of diving into any specific issues, helping identify like particular roadblocks getting into the platform. She especially has a really strong background in licensing. So we’ll be able to kind of help lend recommendations or just kind of answer questions around that side of things.
Mira Guha (05:01) So you could set up like a monthly meeting with her every other week, something like that. I’ll make sure I introduce her when I send the follow up email today. I’ll copy her and you can coordinate some time with her. We do still recommend going to our support team for any general questions or assistance you need. There was a recent change to our support email. So I’ll make sure you have that, but that makes sure your items are triaged. And basically you’re put in contact with the correct person on our via support, our operations team to help out, make sure if like, right? Or wrong meetings or out of office that day. You’re also getting what you need if we need escalation for any matters kind of the my role side strategy contract things. Gabrielle Norton heads our account management team similarly for more operational day to day. Amy frana heads our engagement management team, but that’s just the way the support structure for your account looks like going forward. So at the end of the day, Retta will be more helpful for day to day operations. I’ll be here for kind of more high level contract and strategy. Any questions about that? No?
Anna Fitzpatrick (06:07) That sounds great. I’m super excited to have someone again and to set up those meetings. So that’d be that’s awesome.
Mira Guha (06:13) Excellent. She is great. We love Retta and I will keep, you know, close contact with Retta. So if she has a meeting with you and she’s like, hey here’s some stuff we need to talk about high level, we’ll be in close contact with each other. And same for today. Like I’m going to take your feedback, your priorities stuff. And I’m going to make sure I have it written up for Retta. She’ll be copied on the email as well where I summarize that and say, like, hey, just like for your first meeting, I’m guessing this is what you’re going to want to focus on.
Mira Guha (06:36) Still we’ll probably ask that she gets some sort of agenda from you if there’s anything you really want to cover in your calls like 24 hours ahead of time just so she has time to review it and come prepared to those meetings. But yeah, really glad to be able to offer you that new kind of level of tailored support. So just wanted to spend a little time today quickly going over. I know we’re the, vast majority of what we’re doing for you at this point is credentialing have worked with us historically on like enrollments and licensing, but not really doing that right now. So as of right now, in 20 26, we’ve delivered 168 credentialing files. The median number of calendar days from the application completed. So it’s having everything we need to create the file to being created is two days within our SLA, which is great. All of your re, credentials have been completed on time and the average time from requested. So before we even get all that information to voting completed and credentialing file workflow completed is nine days which I’ll say from what I’m seeing so far, really great turnaround times there. Any questions about credentialing? We can also kind of get into that as we get to like the kind of feedback and pain points. But any questions, no?
Anna Fitzpatrick (07:44) I’ve been, I mean, we’ve been growing drastically, so I don’t have eyes on it every single day like we used to. But no, I’ve been pretty happy with the turnaround times and stuff. So, yeah, I definitely think that aligns with the feel that I’m getting from like file review and stuff. So it’s been great.
Mira Guha (08:03) Fantastic. And hopefully as we keep rolling out improvements and better automations, that will only continue to get better. So love to hear that. We will keep an eye on that. If that ever changes. Just a quick task overview. Right now, there’s only 14 open tasks. I talked to someone yesterday that had like 250. So that’s looking great. 13 of them are provider tasks. So the other one being an admin task, there’s only two over 30 days which again is very low compared to what I usually see. And sometimes, you know, someone will get a assigned a task they can’t act on anytime soon. So we usually like to flag those just in case that is of concern but not necessarily. And then average task age, 14 days, not too bad. Average task completion time that should be for providers is five days. So people are chugging through those tasks pretty quickly which is great to see one thing that Reta will be able to help you with if we’re ever kind of seeing bottlenecks with things like that or you want to kind of change the workflow of how certain things are tasking, some tasks are automated. But if you have particular types of tasks that should be assigned in a specific way like provider versus admin, sometimes our team can customize that for you with a tailored project plan. So something you can definitely revisit as far as kind of day to day workflow with Reta and team.
Anna Fitzpatrick (09:18) Okay. Yeah, we don’t really use these very much as you can see. Because like I think the biggest problem I have with it is like providers can just go in and check that they did it and not actually do it. So it’s kind of more of a, yeah. So we don’t but if I would be interested in looking into if we can do some automation stuff. But yeah, it’s not something we really utilize too much right now.
Mira Guha (09:45) Gotcha. Good to know. I think usually if something like that happens, our team will, as long as it’s marked completed, that triggers like the workflow within our team to check the task. And if it hasn’t actually been actioned, they reopen it. And then of course, I think like at 21 days, we’ll create an admin task that says, hey, this provider task is 21 days, but yeah, it can definitely work with the team to see if there’s anything we can or want to customize with the workflow there and see if we can find a process that works if you’re not using tasks but want to see how we can maximize efficiency and turnaround time with that. So great, perfect. Quick overview of contract consumption. We’re looking a little high on utilization but not necessarily any action needed right now. We just want to keep an eye on this. One thing I did want to flag. I know when we renewed, when it was October, we negotiated lower rates for you for our comprehensive monitoring. There’s a bug in our system right now that is reflecting a higher rate. So I just wanted to flag this. I think we negotiated 30. So I’m going to have that fixed and that will adjust the numbers down a little bit. I did want to touch on the roster generation because I think we talked about factoring it in the contracting for it, but we weren’t sure it looks like that is currently being used.
Mira Guha (10:59) So let us know if you want to change that going forward. Otherwise, the biggest thing is that we’re just a little high on the provider count and the credentialing so far compared to what we actually contracted for just this first year of the contract.
Anna Fitzpatrick (11:13) Sorry, go back to the roster generation… consumed 527. We don’t have that right now. We don’t require like we don’t have you guys create rosters for us?
Mira Guha (11:27) You’re not having us use that, okay?
Anna Fitzpatrick (11:29) We haven’t used that ever. It says legacy. I’m trying to think if.
Mira Guha (11:36) I can check with our.
Anna Fitzpatrick (11:37) So I got priced. I, yeah, I got priced out for it. I think we asked for the pricing… not when we did this like October renewal. I think it was before that, but yeah, we’re not currently, we… didn’t add it to the contract because it like I’m I mean, I know for a fact that you guys aren’t creating rosters for us because our team’s doing that independently, let.
Mira Guha (12:02) Me, see if there’s another glitch in the analytics. I’ll check with our product manager to see what’s going on there, and hopefully I can have a follow up for you there as to what’s going on. Yeah.
Anna Fitzpatrick (12:10) So, like I mean, and I’m assuming like the roster generation is separate from just like pulling reporting from the system, right? Like we obviously pull reports and generate reports from the system, but that’s not the same thing as like a delegated roster generation, correct?
Mira Guha (12:27) Yeah. Are you using like the report builder when you’re generating reports? Yeah, there’s no cost. Yeah, we’re.
Anna Fitzpatrick (12:32) pulling, right? So we’re definitely pulling that, but I never set it up to do any rosters because they like obviously need the formats and it was just a little too strict of, yeah. So that wasn’t yeah, that shouldn’t be included on there. Okay?
Mira Guha (12:50) I’ll see if that’s another bug here. I wasn’t sure if that was the case especially since it was, you know, not technically contracted. So I’m glad I touched base on that. I’ll have an update for you once we have a chance to look into that on our end with our product and analytics team. So then of course, if we’re able to get that fixed, that will adjust the contract utilization that said we are still over on the credentialing and the provider piece. So I think it would be beneficial maybe the next time we meet to kind of evaluate what the maybe remaining needs are for that. I put together just a couple things to think about since we may want to kind of right size the agreement here. It sounds like I know when we last met geode’s really growing quickly maybe even faster than we originally thought, just kind of touch base. And I don’t know if this would be more of an Aaron conversation too since I know he’s usually the one who I think signs the agreements. But as far as just kind of what I’m seeing in platform, there are 69 recredentialing files or sorry, 69 credentialing files with recredentialing deadlines before October 30 first, which is the first year of the contract ending. And 74 of those have the kind of start date to make sure we meet that deadline before that. So already kind of just thinking ahead with where we are over consumed on technically that credentialing skew specifically for the year as well as, you know, the additional we think we might need to get recredentialed. I think it would be wise to start working on a contract addendum. So I’ll go ahead and send this whole deck over for you to review today. But just something to think about since we’re 74 percent consumed with a good bit of time left on the contract. And I’m not sure if that also could be affected by any additional hiring you’re planning to do or just additional initial credentialings you expect to request before October. So I was curious if you maybe had any insight or context as to what you’d be expecting in the next few months?
Anna Fitzpatrick (14:45) I think… we’re definitely growing. I think it’s a little front end heavy now it should be slowing down, but definitely the re cred stuff. I don’t know if Erin and I remembered to project that in. So that might be, yeah, definitely something we need to review. So, can you remind? So there’s 69 credentialing files with a deadline. So there’s 69 for sure. Give or take terms obviously that are going to be completed before the contract renews. And then the 74 files that are going to like start because I know you guys give yourself like so much time to pull the re, cred files before 10 31. Are… we charged like once the file’s completed? And that’s like our user, our use like where those 74 are going to hit after 10 31, the contract or before? Is what I’m trying to figure out number wise, let.
Mira Guha (15:44) Me check for you because I do actually think we’re in the process of changing when credentialing files are consumed. I think because the credentialing process is so automated with us running those verifications as soon as the profile is relatively complete, I believe consumption can occur as soon as it’s requested. I can show you really quickly how I pulled these figures and then you can fact check me to make sure I didn’t miss anything. Hang on. Sorry, I always do this. I log in as an administrator and then that administrator does not have credentialing visibility.
Anna Fitzpatrick (16:17) And something recred is we haven’t gone through recred yet. So this is our first round actually of recred. So it’s actually something on my list of how the process works and everything. So, yeah, we’re due this year to have our recreds due. So those numbers are not shocking to me. I just want to get an idea of when those are going to, yeah, how the consumption would work for that based off because obviously those changes are overall cred numbers totally.
Mira Guha (16:54) Yeah. And I’m happy to work with you on that also just to clarify this is just for the first year of the contract. So we would probably also want to consider additional recreds through the remainder of the contract to see how we want to consider maybe potential additional needs for year two. The way we do contract addendums, it has to co terminate with your contract end date. So we kind of parse it out into like here’s what we’re adding to year one. Here’s what we’re adding to year two. So even if we like spread it out a little in between because we need like an extra 60 this year, but only 30 next year, we could kind of spread it out in between and just give you have the skew flex. So it kind of just builds in those funds based on the numbers we expect. So happy to work with your team on that. I can probably even see if I’m guessing, I mean you’re savvy with the platform. So feel free to kind of mess with the filters there. If you’re looking for more reporting, let me know and we can see what we can pull for you. But that’s just the way I was pulling here’s. What’s gonna be queued up for your credentialing based on the deadlines we have yeah.
Anna Fitzpatrick (17:55) I actually have a question for that. So we did like… can you? So technically we only need to recred any. So it’s confusing because like you used to let us re, pull files like multiple times and now the system doesn’t do that. So sometimes there’s providers in there that have multiple recred dates, but basically like we sent a handful of providers through. And this was before I started. So this is like what I’ve learned through the pipeline. So we sent a handful of providers through credentialing. But basically the cred date that matters is the September date. So like we had to redo our like our policies and procedures and like we re sent everybody back through committee on September 20 third, 20 23 or something like that. And those are the only dates I would need my re creds to start at anything that happened before it’s a duplicate file. Like we had to re, send everybody back through. So I wouldn’t want to waste like a re cred. And I don’t want the team to do duplicate work either. I wouldn’t want to waste it. So it’s like cause that committee date like that is our first committee that’s what we use for audits and stuff because we like we had to re, do our standards, right? Basically. So if there’s anything before that, we wouldn’t need to pull them. I don’t know how much it is technically like, I don’t know that provider count but it wouldn’t be required because we sent everybody back through in September. Okay? So I don’t know how to get that data or if I need to cancel them in system somehow or something. I try not to mess with it, cause I don’t like I don’t want to mess with re cred stuff, but that is something like, I don’t think it’ll be a lot of numbers but it would reduce that number a little bit. So out of that 69, I think there’ll definitely, be some cause then it’s gonna just kick it off again for September. And like it’s not necessary. You know what I mean?
Mira Guha (19:53) Absolutely, that’s really helpful context. I think what might be helpful? I would be scared to just like say we shut off everything before this date in case someone actually does need the re cred. So I think what might be most beneficial if you are able to like as much as possible, pull the list of providers where it’s like.
Anna Fitzpatrick (20:12) here?
Mira Guha (20:12) Are the ones that should not be redone that’s something Reta can work with our operations team to adjust. I think they can stop them and cancel the re cred. I believe that’s something that they should be able to do. And then we can just make sure to avoid our, you know, any liability on our end that we’re cutting. We’re turning off the correct ones but still running the re creds on any of the correct ones. So I’ll make that a follow up action item from the call is just if your team can send us that list and hopefully that will save you some money too if we can catch those before they, you know, automatically pop up for re cred.
Anna Fitzpatrick (20:45) Yeah, I should. Yeah, I should be able to get it for you and, I can double check that like we sent everybody back through which… we should be fine there because I’ve been auditing off that date for two years now. So I think we’re good on that side, but yeah, I know there’s a few because we sent people back through. So, yeah, I would not, I would love not to, you know, waste a re cred on them because the dates are obviously going to be off anyway.
Mira Guha (21:15) Absolutely. And we hate to, you know, charge you for like we need an extra 60 and then we do shut them off and you only use 30. And then we get to the end of the contract. You didn’t use everything. So that will help us right? Size, any contract addendum that we do. We’ll adjust our projections based on what’s in medallion. And then if your team has any insight into, it, sounds like maybe we’re at kind of a peak level of growth in the contract. But if we do still think like, yeah, we probably still need like 10 additional initial files this year, 20 next year on top of what’s already contracted. I think that would be helpful. But for now just I’ll send this over. I’ll kind of put an asterisk on the two items that are up for question here, the rosters and the monitoring as we’re getting that figured out. So if we can just, you know, start working on the right sizing, we’re kind of at the perfect time with the utilization right now for the current year of the contract, that will be helpful. And I can also send a copy of your contract again too if that’s helpful just for reference. Yeah.
Anna Fitzpatrick (22:10) It’s always good to have like I have them, but we get so many updated versions of it that would be great because Erin will like to look at the most… updated one. But yeah, I’ll just get a report because I’m just looking at it now, I can tell you what dates. Anything before a certain committee date will not need to be recred. So I’ll just pull those numbers and those providers and I’ll send the list of like these ones they’re going to be done again. They all went back through. So it’s just like a duplicate. I know the system doesn’t really let you do that anymore, but it used to let us do that. So that’s why it’s kind of like that. Okay. Yeah, there’s like there’s quite a few in here. So. Okay. So that will definitely help us on numbers too. Yeah. Yeah.
Anna Fitzpatrick (23:04) Yeah. And then, yeah, the roster stuff. And then I don’t know, I think you were included on that, but yeah, I mean, I did have them demo it for me and price us for it, but I mean in 527, if that’s individual rosters, there’s no way we even pulled that many. So, I don’t know how that’s possible. Like I don’t know if that’s like per roster they sent, like supposedly sent us, but we don’t even do that. We do like a few a month. So, I don’t know where that number would have come from, either it looks like it’s copying ongoing monitoring or something maybe.
Mira Guha (23:39) Yeah. Let’s let’s get that sorted for you. I think our analytics team made a couple of changes this week and I was looking today and I thought that looks a little odd. So let me see if I can, yeah, and figure it out. We can get that fixed up for you.
Mira Guha (23:52) Okay. Great. Do you happen to have any insight as to like any changes in hiring? Like do you expect to be adding more providers over the next? I don’t know if we know until like October 20 27, which is when the contract ends. But do you happen to have any insight as to what that might look like at least for the next few months, discussion too, but.
Anna Fitzpatrick (24:12) Yeah, we, you know, we are hiring, you know, I think we’re like projecting 30 a month or something like that. But again, it’s all give or take that number will change. And obviously, Aaron has more insight into that, than I do. I just deal with the brunt of the providers once they’re hired. So yeah, I think he’d be a better person to mark on that, but I think the biggest impact right now for our consumption is definitely going to be really cracking down on the regrets, and looking at those numbers to make sure we’re good there because that is going to start happening here quite soon, for us.
Mira Guha (24:57) Okay. I’m glad we flagged that today and hopefully we can get ahead of it. So, if you can send those over pretty quickly especially with Retta copying on that email, hopefully we can expedite getting that through. Yeah.
Anna Fitzpatrick (25:08) Cause I don’t want them to start anything either yet. Like I don’t want them to start pulling any of the regrets that aren’t actually necessary, cause obviously, the first ones on the docket are not, we don’t need to do those. So yeah, I’ll I just, I’m just going to use the closed report on credentialing and I can just, it’s not pretty quick for you guys. And then what are some other things, happy.
Mira Guha (25:35) To go into like priorities and feedback, I think as far as consumption next steps, my first job will be, to get, the, you know, numbers, right sized and figured out here based on, some weirdness we’re seeing, I would recommend just to get ahead of it, even if we decide not to proceed like right away. Just if we are trending, you know, still pretty high on growth after the fix up, I’d recommend we maybe start working on a contract addendum. I can just like send over like an initial like here is an idea based on what we’re seeing if you’re like way that’s way too high or that’s way too low. We can adjust from there, but just have something having something for us to look at and think about. I think we’ll just make sure we get ahead of, any timing issues. Sometimes if we go beyond the annual amount of the contract, there is a clause in there that says, and you’ll see that when I attach it, if we go over 120 percent of the annual amount, we do have to execute an addendum or do a true up. I recommend the addendum because it helps just make sure we’re doing the resource capacity planning for the rest of the contract. Depending on how much we do, sometimes large enough volumes mean additional discounts. So I think just to get the ball rolling, you know, very proactively, it might be beneficial to start working on an addendum. So I can at least in the next like week or two put something together to have in front of you. And then we can, you know, do feedback as needed to just make sure it’s right sized and we’re good to sign before we get too far in the consumption.
Anna Fitzpatrick (27:01) Yeah, I think that’s fine. I mean, I think Aaron always likes to have one prepped and like drafted is fine. And then it kind of helps him take a review at it to see what he wants to do from there. So, yeah, I think, you know, it’s fine to get that drafted, and we can review it as we go through the next, you know, few months. Yeah, as he gets more insight on things and all of that.
Mira Guha (27:26) Absolutely. All right. Sounds like a good plan. I’ll make that one of my feedback items. So would love to just quickly and I’m going to fill this in and then we can, the next time we meet, which hopefully will be next month, and maybe, with any other folks on your team who are able to join again, would love to have like Aaron or anyone else who kind of gets to make some of those decisions on the contract pieces involved. Would love to know just kind of I’ll make a couple notes based on what we’ve just discussed like what we can expect over the next few months. Anything upcoming or major priorities for you? It sounds like a big one is cleanup of recreds stopping any duplicates from moving forward. I’m going to make a note that we are expecting still growing… possibly about 30 providers added per month. Quick question. Do you deactivate any providers like through the course? Like, so you have kind of fluctuating? Oh.
Anna Fitzpatrick (28:23) Yeah, all the time, once they term, we deactivate them. So we’re not leaving anybody in the system that we don’t need to pay for monitoring for we don’t need repads pulled for, yeah, we’re always making sure we’re tight on the deactivations so.
Mira Guha (28:38) We can kind of use that fact to adjust how we do the provider piece going forward as you probably know, the providers and monitoring are prorated, which is why you were very smart to remove people. So if you remove them, they are no longer consuming, it frees up their seat or you just are no longer kind of utilizing and getting charged that dollar amount per day. So great to know. But we can kind of think about on average, how many do you think we’re going to see total in the platform this month, next month, however many months forward and factor that into the addendum knowing it’s prorated. Any other kind of upcoming plans, priorities, initiatives?
Mira Guha (29:15) Anything maybe our team should be aware of as we start kind of taking a more hands on approach to your work?
Anna Fitzpatrick (29:23) No, I don’t think so. We’ve been really happy with how we’re using the system. I know we’re not using the licensure piece and the provider enrollment piece, but with our new relationships that’s the best for us. I think right now… so, yeah, I think just, you know, we’re all across the board at geode, at least in my department, I’m just looking for as much automation as I can do. So. Yeah, I think that’s one of the big things like we’ve messaged our like… our information director to try and get some automation from medallion into our system. So that’s definitely on the roadmap for us for this next year because manual tasks are just ridiculously time consuming for the team. But that is something that we are trying to work on a little bit.
Mira Guha (30:17) Gotcha.
Anna Fitzpatrick (30:20) Absolutely.
Mira Guha (30:20) Makes sense. I think that’s something we’re always thinking about as much as possible maintaining quality speed, efficiency, automation, reducing the amount of work that you actually have to spend in medallion. So good to know that’s something we’re going to, keep you in the loop on, hopefully you’re getting like our product emails as new things are coming out. Yeah, if not. Okay, great. So, awesome. Okay, great. Any feedback or pain points? I mean, it sounds like so far things are working well, but like the tasking thing, it’s kind of just a workflow thing. Maybe we can fine tune a little bit. So I’ll just make a note like tasking looking to possibly tailor process here… given providers mark tasks closed.
Anna Fitzpatrick (31:07) Yeah. And I think that’s more of just like an education meeting on my front of like what the system can do better for us that I just don’t know it can do quite honestly like some stuff like there’s also like… the group assignment stuff as we’re splitting out by state. I was kind of messing with that but it, I didn’t know what I was doing. So now that we have this contact, I’m hopeful I can work through like these nitty gritty things with her because I think it can do more for us like just operationally internally as a team that I just don’t know how to do with it. So, yeah, there’s that… pain points. I mean… the biggest thing my team’s gonna say, I think we’ve already asked, I don’t know if this is on your guys’ roadmap, but like bulk updating like payor enrollments, like initial enrollments is like horrid, my team spends hours and hours a day just updating payor lines in the system because you can’t bulk update them. I think we’ve already like asked about it internally and I don’t know roadmap stuff, but that’s a huge one for us. Something was the other day and then you guys turned it back off, which was fine. What was the other one?
Mira Guha (32:37) Sorry, I just wanted to go back to the payor enrollment thing. I understand you’re using it mostly for self serve. So just like tracking your existence, yes… transparently, sometimes our team turns off the payr dashboard. If you don’t purchase payr enrollment, I’m hoping that won’t be the case here. So I’m not going to say anything if, you know, since you’re already using us for the credentialing piece. Just know that sometimes our team doesn’t audit against your contract and says they didn’t purchase payr enrollment. We’re going to turn off the dashboard that said there isn’t really a good way I think in bulk to make changes to existing enrollment information. We can sometimes offer like a one time like professional services charge to if you like have a like you fill in our template with like here’s what it should look like. Can you just make like a big one time update? If it sounds like you’re having to kind of regularly do updates? I don’t know that would be really worthwhile but if you already have like a 1,000, you know, you need to enter into the system today even though you didn’t purchase payr enrollment. I bet our team would be open to kind of finding out what you’re looking for and maybe pricing out what that kind of like custom or a bulk upload would look like for you. So did want to like give you that information. But especially for kind of the self serve purposes, we really only kind of sell enrollment at this time as a managed service. So we’re not really supporting like self service functionality. But if you are ever interested in having that quoted, let me know and I can talk to our team and give you that template and say, like, hey, would this work for you to just like enter that information here? And then we just like do the bulk upload or I’ll make sure that it’s like it’s edits rather than like importing new to make sure that we’re not, you know, creating duplicates. But if that’s of interest, let me know.
Anna Fitzpatrick (34:22) Yeah. So I want to go back to the well, I would love that. I don’t want it to trigger them to be looking at something and being like they don’t pay for that. So when you say that they might turn off the payr website, you know, enrollment, would that mean the payr like the payr’s tab on the provider’s profile would just be gone and we wouldn’t be able to track any of our enrollments? Yeah. Okay.
Mira Guha (34:47) I have one client that I know of right now who currently pays for self service payr enrollment. So like that guarantees they’ll never lose the dashboard. If there is a concern about that. We can look into that for you. If we don’t have to do that. Maybe that’s a good idea. We can save you a little money, yeah.
Anna Fitzpatrick (35:08) But it would.
Mira Guha (35:10) Be, I think it’s per provider per year. So it’s kind of like the software of like the provider seat and the monitoring, right? So I could look into that for you if it’s of interest. I’d hate for you to just suddenly realize our team didn’t audit and your payr dashboard has disappeared if you’re really using it. So kind of like a double edged sword. However we want to approach this with our team. Yeah, it depends on how strict they’re going to be here. I can try to advocate like they’ve been working with us for a while. This is really beneficial to them and it opens up the alleyway to do the bulk import. But up to you on how you want to approach that.
Anna Fitzpatrick (35:43) Yeah. I mean, we rely on this payr tab like I don’t know what we would do if it went away like it would cause massive chaos. So, I don’t want to like hide from the fact of it. Like I’d rather be more prepared because if they do just turn it off on us, one Aaron’s going to just lose his mind and two operationally for us. I don’t even know what we would do, like it would be massive. So if the bulk import stuff that’s like a wish like we’ve got a lot of stuff going on. We’re doing some transition stuff in like July. It would be nice to have it, maybe, but like for like a one or two time thing because we kind of have like a lot of stuff going on like in the back pocket, but I think more at the top of the list is my concern with them just turning the paper off. Yeah. So if you don’t mind quoting me, I mean, I don’t want to trigger anything on their end, but I also don’t want to run under the radar and then it get turned off. And like I’m just not looking to have that type of problem, to look at, yeah, that and, you know, paying for that and whatnot, because I think Erin’s gonna be not super happy with it. Oh, I mean, I understand you guys change things and we don’t pay for it, but we haven’t paid for it for, I don’t know almost two years now. I think like we turned it off here when I was pretty new. So, yeah, so that would be great if you can work on that pricing and like what that would look like. And with that, just, it’s just per provider. It’s not per like insurance like line, right? I’m.
Mira Guha (37:21) pretty sure it’s per provider. I will fact check that. I think you’re smart to want to get ahead of it because unfortunately, like it’s one of those things where sometimes they audit, sometimes they don’t, so I’ve seen that happen where it gets off and it wasn’t you know, devastating to the work but it was like, hey, why is this off? Can we get it back on? So let me see if I can advocate for you guys to our team, especially if I say like we could get professional services involved, can we do that and then not charge ultimately going to be their decision? I’ll see if I can get some information in the meantime while we’re discussing, I’ll try to do everything I can to make sure we’re not turning it off for you. So. Okay?
Anna Fitzpatrick (37:56) Yeah, yeah.
Mira Guha (37:57) We’ll keep you posted on that, but I’ll kind of take that as another big priority item after this call?
Anna Fitzpatrick (38:02) Okay, perfect. Yeah. If it got turned off for us, that would be slightly devastating. I mean, I will export some data right now so that’s probably not a bad idea.
Mira Guha (38:15) No.
Anna Fitzpatrick (38:15) Export some data have?
Mira Guha (38:18) A backup. Yeah. Okay. Hopefully that doesn’t happen. I’ll do everything in my power to prevent that. But glad we discussed that to kind of do some like hopeful disaster prevention. Anything else? I know we’re coming up on time and I do have a call after this, but I want to make sure I’m addressing any big questions here.
Anna Fitzpatrick (38:37) No, I just have some like I said, like training stuff that I want to work with our new contact with just like little minor things like we can update our like the draft in our kickoff email. And I know there’s some wishes my team like always has that we haven’t had people to communicate with. So nothing major like on your end this all like nitty gritty stuff that I’m very excited to work with her through.
Mira Guha (39:00) Awesome. But yeah.
Anna Fitzpatrick (39:02) I think that’s it. So I will get you the recred providers that we can pull off the list. And then, yeah, if you just want to get that like get that stuff sent out and set up a meeting. And then, yeah, like the monthly, so will I have a monthly meeting with you? And then with my, our other new contact as well or is it be combined? What was the?
Mira Guha (39:24) Goal. Yeah. So the idea is we would keep those separate, if you’re kind of going to be more like, or you have folks on your team who are more like administrative day to day, I would recommend that those are the folks meeting with Retta, anything like decision maker level just to make sure like we don’t have surprises like with the contract stuff.
Mira Guha (39:40) Sounds like that would probably be Aaron as much as possible. It would be great to have him on these calls. So we don’t like get the addendum underway. And suddenly he’s like, I have no idea what’s happening. Unfortunately, that has happened before we’re trying to avoid that. So if like you want to join that with Aaron, I think that could make sense if you would like to as the one with me, but it would be two separate calls.
Anna Fitzpatrick (39:59) Okay. Yeah, no, that sounds fine. Yeah, if you want to, I can.
Mira Guha (40:06) Also send a slide that kind of says like the difference between the two. Yeah, yeah.
Anna Fitzpatrick (40:10) He’ll, yeah, he’ll want to be on these calls with you. I can join as well. And then my staff can be on with Retta, and I’ll probably join those too, but, yeah, that’s fine.
Anna Fitzpatrick (40:22) Yeah, we can get those set up. I can. And once you send all this, I can send some times that, I mean, you can project a timeout for a monthly, so we can do that. But he’s it’s Jewish holidays right now, so he’s out that’s.
Mira Guha (40:37) why he’s here?
Mira Guha (40:38) Okay. Yeah, no problem. I made today recurring, if that’s not going to work, just let me know, and I can go ahead and change it to a new recurring time for the am leadership call here. And then Retta will work with you on availability. I’m going to send the deck over. I know we didn’t super have time to get into the roadmap. I’m just going to send you the slides and then if you have specific questions you want to cover with me the next time we meet or if you even want to set up an extra meeting, I’m happy to do that. Just let me know, it, a lot of it’s kind of about how our company utilizes AI to try to kind of drive automation and efficiency. So hopefully it’ll provide some clarification as to kind of how that works, changes you can maybe expect to see with, I think I mostly included for you, just like the core platform, so the software piece, and then credentialing workflow, workflows. So I’ll go ahead and send all of this over. I’ll write up a nice big follow up with all the things we just discussed. Before anything happens, I am going to first and foremost reach out to our team about the pay enrollment thing. So I will keep you posted, please let me know if you have any questions. In the meantime, I’ll keep this monthly for now. And like I said, we can adjust if we need. Okay?
Anna Fitzpatrick (41:47) Sounds good and I’ll review it. Aaron’s back tomorrow, so obviously catch him up on this and then I’ll check on that monthly meeting time. If it’s going to work recurring, he travels like a ton. So if it’s going to work for him or not generally. But, yeah, yeah.
Mira Guha (42:02) And even if he can’t join that particular meeting and you can, or vice versa, we could still meet and I can send over the deck. If it’s like, hey, we can’t do this month but we can do next month. I personally don’t have a problem with that. We’ll just make sure like, hey, here’s, consumption, focus on this today. So we just want to have something on the calendar and we can go from there. But, and it was so great connecting, I think this was super helpful. We’re excited to kind of start this another new chapter with your partnership. I hope it’s going to be really beneficial. And like I said, let me know if you have any questions or need anything before I see you next.
Anna Fitzpatrick (42:33) Okay. Sounds good. Thank you so much. I appreciate it.
Mira Guha (42:36) Absolutely. Thank you. Take care.
Anna Fitzpatrick (42:37) Okay. Bye bye.