Transcript
James Donachie (00:00) hey, Dawn. How are you?
Dawn Urbani (00:01) Good. How are you?
James Donachie (00:03) I’m doing well. How is this group today?
Dawn Urbani (00:11) I think everyone’s good, say hello, say what they want to answer.
James Donachie (00:16) Yeah… surviving the week, yes.
Dawn Urbani (00:23) One more day, one more day.
James Donachie (00:25) Awesome. Well, I know I sent over some responses to the questions just because I wanted to give you guys time and to be able to poke through as well… of them. But what I figured we could do today is we can hop into the platform, go over the analytics tab, the report builder. I think there were some kind of questions about that, and then if there were any other questions as well, and then we… can kind of take it from there.
Dawn Urbani (01:03) So, I’m sorry, you said you wanted to go through the analytics tab, yeah.
James Donachie (01:07) Like the reports that are built in dashboard for you guys, right? That was one of the ones that you guys had questions about.
Dawn Urbani (01:15) Yeah, I’m not sure I can’t remember the question list, but I know that one of the things we really wanted to look at was how to start, how to do this. Like, you know, this is what you have to do first. This is what you have to do. Second, this is what you have to do third. Like, I feel like there’s a disconnect there and, you know, the rest of the team can chime in if they want to that, you know, we’re not sure… the actual steps in the process, we were shown everything in medallion but not like, okay, to have a provider join.
Dawn Urbani (01:46) This is what, you know, to add a provider to the system. This is what you do first, you know, and then the next steps in the process.
Leah F (01:52) Right. Got it. Really just like a cohesive start to finish what’s every step we need all together. Not like, you know, piecemeal just to show it all the way through.
James Donachie (02:02) Got it. And so, when you guys and we could go through that.
Dawn Urbani (02:09) And because the I’ll be honest like the reporting part of it like a report builder, that would probably be more of team lead management that would be dealing with that than the team.
James Donachie (02:22) Okay. So we’re looking at when we’re logging in. And just so I, you know, I’m.
Dawn Urbani (02:32) sorry if I’m throwing a wrench in the whole process.
James Donachie (02:34) No, no, no. And I mean we can also have like follow up conversations too because I know one of the big things for you guys is we’re very close on the data which getting the providers looks… like Dan is looking to join, getting the providers in the platform is. And I know we have some of them in there right now but… getting them in, getting them invited. And you guys want to like ginny went over the invite email that will get sent out once you guys are ready to have the providers log in. Then we’ll go over, I can go over the step one is their profile creation. So just getting those profiles and I can kind of I’m pulling this up right now on my screen, but we’ll go over profile creations, making sure they’re associated to the correct locations. So just kind of how you can, how we can link locations. Also, one of the things is that the providers on their profiles, they might be tasks, we’ll send them like a reminder. So I just want to show you guys where you guys can see those. So we’ll have the tasks that are for… providers, and then also admin tasks. And so making sure those are there because once you get the providers in, so I can start by sharing my screen, I think we have enough people here to get started. Yes. And so I’ll start sharing my screen and we’ll take it from there.
Dawn Urbani (04:18) Leah, is everyone on our team here?
James Donachie (04:22) And I also have this recorded. So, if anyone is straggling, I know meetings run late, they have to drop, this will be, I can, send the recording to you. But so I’m at, and I’m going to let’s… see. I’m going to try to keep you guys up so I can see if you have any questions, but don’t feel free to unmute yourself and ask questions. I don’t want to hear myself talk for an entire hour and I want to make sure I’m getting the questions answered for you guys. So on a high level, does this provider… does the directory look familiar, kind of going through for you guys? Going over this page? This is a list of all, the providers that we have in platform. You’re able to search for providers. So if we wanted to look for Brian stagg… we could do, so we can see right here that there, his profile is 86 percent complete. We can see for our next Brian, that his profile is 100 percent complete. And then this one, it looks like… 94 percent complete. And so what we can do is then be able to click into this provider. So, this will come off of that import template. I imagine all your providers, they’ll be uploaded. We’ll have this information. We can see here that then there’s checks on each one of these tabs. So you have the basic information, you know, first name, last name, date of birth, the social contact information, as well as identity, the citizenship. So all of this information that’s probably going to be used for an enrollment is captured here. And then that continues down to professional information. So if, for whatever reason, any of this information is missing and I don’t anticipate just because you guys are importing it with this first batch is.
Leah F (06:30) This James, is this the test environment?
James Donachie (06:33) This is let’s see… this looks like the live environment, but I, let me move over. I’m going to go over to stop sharing here and go over. Let me get into your guises. Let me go right into mainline. So we can kind of look at that… and I have access to too many accounts. So let me go in and I’m going to go in, as one of your guys’ view too because then we’ll be looking at exactly what you’re seeing, view as.
James Donachie (07:21) And here we are, okay… take two.
James Donachie (07:32) Here we go. So this looks, this is more your guises. So we have Kathleen, Catherine Dan. So each one of, the providers, we can then look as I say click in and it will tell us what information is missing and you can actually see on here. It will tell us, what we have, one field missing, date of birth. And so, this provider will just need the date of birth. And this is also should look familiar for the data that you guys are kind of have that are in that you’re importing in. So I imagine this is going to get cleaned up more and we’ll have a better starting part once we get that data uploaded. So primary phone number, gender… and race, permanent… address, mailing address, and then the birth address as well. And so as this information gets populated, we’ll see these check marks appear on the side. And then as that happens, this bar will continue to kind of fill out. And so we can see also on a high level, what percentage if we were highlighting or going over it like the data, our basic information, professional history, where information needs to be uploaded. And so once we get all that information from the provider and that, so they’ll get that welcome email, they’ll be prompted to join the platform. And then if any of this information is missing from their import, you know, we don’t have it. We’ll we’ll prompt them so that we can collect it. So that way we’re able to do both the credentialing and the enrollments for the team. And.
Leah F (09:22) Will this also reflect, the data imported from caqh too? Because all of this is in there. Okay?
James Donachie (09:29) Yep. Yeah. So once we kind of go through and actually run the caqh, and so as that’s I think one of, the main reasons I think it was on our last call, we were talking about that caqh number for a couple of those stragglers that might’ve… been missing. I think it was like only like two or three why, we want to get that cause then we’ll be able to pull it over as well. Okay?
Leah F (09:53) Thank you. Yep.
James Donachie (09:54) And so one of the important things, that the providers just need to do like all the providers will have this task like the when they kind of log in is these agreements, so information released, they’ll be able to sign and then the caqh profile authorization as well. And these agreements just allow medallion to be able to pull that. And so just a quick write in platform easy to do… moving over. Then we have our like the verifications that we run. So these will be kind of like, on a high level, we’ll be able to see all, the verifications for the credentialing work and kind of just captured on the provider profile. Really easy way to kind of be able to see it as it runs through the next tab is our licenses. It’s the same way for us to go ahead and be able to see those provider licenses. Once those information pull over as well. After that, we’ll have, the practices which I believe we have most of those practices already in the platform. And then we can see the provider being linked. But this is just a view to be able to look from the provider level, what practices they’re associated with. And so it just kind of makes it easy. And then following that, we’ll have the payers. So once we get, so we have the, that group of payers now, and once we start doing the enrollments for them, those will start to begin to populate here. And so this is a way to look at it on the provider level. This is also when the provider logs in, they’re going to be able to see what payers they’re associated with. And then if there are any notes on the profile from any of our agents trying to communicate, that will be here as well. Medallion, does we send emails kind of throughout? So… what we’re able to do is there’s this email preferences as well. So the provider can kind of come in and do all of this information. The one thing I did want to call out going back to just the profile is not all of this information is required. So the bar doesn’t need to be 100 percent. What I hear is the best practice at medallion is 85 percent or above is where we kind of strive to be, which so we might not, we want to get a check mark. But usually if we have 85 percent of the information, then we’ll have like enough of it to begin the work of a credentialing file. And if there’s anything missing, like I said, we’re going to task that out to the providers or we can task it out to your team as well. And so where that comes in is if I go over to the home screen we’ll have since… I’m logged in as an administrator, we’ll be able to see all tasks. You can see the provider tasks. So if any of those tasks that are out to a provider, we can see them… any tasks that are tasked to the administrators, which would be your team. We can then see here. We can see which ones are ready. So for you guys to work on, ready is kind of an interesting name. But in review means you guys reviewed… the task and you sent it back to medallion. And so then our team is going in and check. And then once our team, they confirm the information is there, we just move it to complete. And then that way we kind of have a complete view of it.
Dawn Urbani (13:36) James, what would be an example of an administrative task?
James Donachie (13:41) Maybe an administrative task would be, if there is a group in the platform that you guys, you added a new group, but there’s no locations associated with it. And so we would task out on the group to ask to have those practice locations set up. Okay? And, but I’m fully confident that you guys aren’t going to do that. And so you shouldn’t have once again, I know with like the groups and the practice locations, we’re kind of importing it should eliminate that. But just as you like, if you add a new group, like over time or like as we start to just add providers as like a one off some of that like it becomes maybe you don’t have their date of birth, I know we’re getting ahead of it by having those future ones kind of put in here. But just as it kind of progresses… okay. And what’s… so… I’m trying to think so if we, if.
Dawn Urbani (14:48) we’re going to add like a net new brand new provider, can you show like what the steps are in that yep?
James Donachie (14:53) Yeah. So it’s you’re going to come to the two little people icon the provider tab, and we’re going to hit invite provider and then we can go, you can select the team member. So because I’m in as an administrator, we’re going to select provider, okay, their email, first name, last name, estimated, start date, their profession, and then send the invitation and that will go ahead and create… the line on the directory. And so after that happens, then the team can come in and then click on the person. And then if they have some of this information for the profile, we can begin kind of completing it as well. I think the two main things that we would want to that, you know, mpi and the caqh, caqh really important because then that allows us to run the sync and then grab that, all that information and begin the pre population here. And then that way when the provider logs in, they’ll be able to just kind of fill in the missing pieces.
Dawn Urbani (16:10) Okay. Any questions, anyone from the team have any questions… with this with the basic info here? The?
Ciara Richardson (16:22) Information. This is Patty the information that’s sent to them, we would be filling in the missing pieces. We’re really only relying on the providers to give their authorization. But I think as far as like anything that caqh doesn’t pull into the file, I think that’s where we would come in, we’re going to actually because right now our providers don’t do hardly. I mean, not that they don’t do anything, but they basically provide us with the information and we handle all of where it needs to be. They don’t go in and populate, you know, other than their application, which we’re going to be getting anyway. So, is there something in the language? Are they going to just assume they have to go in and start doing stuff or is there a way that we can make sure because I know even like dr stolkamp said, he didn’t want it to change where there was a lot more on the providers other than them having to give the legal okay and the sign offs for the attestations, and those kind of pieces, but that we would still like mainline healthcare would still be responsible for making sure that their file is complete or 85 percent or whatever it may be.
Dawn Urbani (17:32) Yes, that’s correct. We want to be the ones that are going to fill in.
James Donachie (17:37) The gaps. Okay. So what I can do is that’s an easy workflow update on our end. And so, what I’ll document is that we want the administrator like the admin to receive the task if there’s missing information. And so that would be the, a reminder. You can always go in if you have the information from the provider right off the go. Like so you send the email and then that also creates the line. Then you would be able just to come in here and then start working through. And there’s this little pencil and I apologize if my screen is a little small, but we can actually click this and then begin editing this information. And then you’re just going to save per sec per section. And so, so,
Dawn Urbani (18:29) would a lot of this information auto populate from caqh? Yes?
James Donachie (18:33) I would let the caqh. So I, the two that I’m going to guess that you guys are going to have to are like, we want to make sure we’re filling out mpi and then the caqh id, and then we can run the caqh sync, to pull that information over. So,
Dawn Urbani (18:53) that, that’ll save us a ton of data entry, right?
James Donachie (18:55) Yes. Yeah. I would do that before, you go in, and edit that information. Yep. So.
Ciara Richardson (19:03) How long does that take? So, so initially we get a provider, we put their name and their information, that first page that you showed us. They’re going to get an email kicked off to them. And then how long should we wait before caqh is going to populate their file for us to then start putting in whatever is missing. And where do we put? Like because there’s going to be multiple people going in, you know, it’s not always going to be one administrator. Where do we put in the specific coordinator or person that’s going to be actually updating the file?
James Donachie (19:36) Okay, right.
Ciara Richardson (19:37) That’s what I’m saying we have different people that are probably right on. I’m assuming we’re going to have multiple people working in medallion, not just there’s not just one person that’s going to be, you know, coordinating and putting in all of the data, you know, there’s going to be three or four. Probably, yeah, yeah.
James Donachie (19:56) Let me see. I know that the caqh it’s not like it’s not instantaneous, but it’s less than 24 hours, but I could get you guys the like how long should we expect before the caqh goes and pulls that information? Like?
Ciara Richardson (20:16) Is it 24 hours after they’ve signed the attestation? Because obviously, that has to be done first. Yeah.
James Donachie (20:21) That’s what, I think it happens, it occurs more than once a day, but I don’t know how quickly after, the attestation, like, I know it’s not like you sign and then that the information is like it takes a little bit of time for the, it to go and pull like retrieve it and then populate it. I can try to get the time frame for that. I just don’t know it off the top of my head. Yeah.
Ciara Richardson (20:42) Because I think it would be beneficial if once that original email goes out and then whoever from our team, is working on that particular person puts in their email as the administrator, once that caqh has been attested and then uploaded. So the file has then been populated that person then gets notified. So they know to go in, you know, it just saves a lot of checking in the system or going back and forth. Yeah.
James Donachie (21:07) I don’t know. I, yeah, I’m gonna have, let me think about the best way if there’s… a way for us to identify specific people for specific providers… you know? So then that way you can kind of keep track of, the… providers that you’re responsible for?
Leah F (21:33) I guess it would be the same function for if there’s like an action item that needs to come back on our end, like a task, an admin task, it would be the same thing. We’d need to know that it was there yep.
James Donachie (21:45) Yeah. So let me because it’s tied to role based, not user based, which is like a little bit for you guys having multiple people, is… not the ideal situation. So, okay, let me, I can, I’m going to take that and see, what, the best way if there’s a way for us to kind of identify that as well.
Dawn Urbani (22:14) So you, so it makes, so I just want to make sure that I’m understanding correctly. Like right now, if there was a task that came into for some, for a provider or whoever an admin task, there’s no way to identify who would be response, the responsible party on our end to handle?
James Donachie (22:31) Yeah, it would just it because it, the way that madani and set it up, right? I guess it’s like a, it works for some but it doesn’t seem to work for you. It’s like, they would say like we just want any admin that if they’re in there and they’re like able to answer it to just go in and be able to like resolve it as quickly as possible. So then that way we can just like they could keep moving. But for you, it sounds like we want to have, the, like a specific admin have it because not like it’s not going to be like shared to kind of like go through and manage those tasks. Is.
Ciara Richardson (23:07) there any way with, on that first page where you put in the provider’s email that you could list a secondary email. And then that way whoever the onboard, whoever the coordinator is would put their email in, they would just be copied on that first one. But then after that, they would be able to go in and would know, right? Because you’re saying right now the provider is the one who’s going to be getting the email.
James Donachie (23:28) Yeah. So there isn’t on here but I will, I’m trying to, I’m trying to think like if there is a way that we can have the provider set up. And one of the things I just want to double check with the team is as I’m logged in as an admin, you could do provider supervisors. And I just want to know if, like, if it, if we assign a supervisor to the provider, which is like the team member that would be responsible for it? Is that the correct way to do it? Or am I going to create more problems for you guys? And so that’s what I’m going to go back and just double check that. I’m using that without giving you guys directions that we’re breaking it. And so I can, yeah, I’ll follow up on it. It’s helpful to have, the contacts for there. And then I just want to know if a provider has a supervisor does the, is that, are we able to direct the task, the admin task directly to the supervisor? And I just don’t have too many clients, that personally use it. So I just want to make sure that I’m describing it in a way that’s helpful to you guys. Thank you. And then the next one is groups. So we have group profiles, just like provider profiles, there’s we can see, I think you guys just have the one group. We have all the practice locations listed underneath it. This is from the import but it is worth calling out that if we wanted to do like a new request for the group. So if we wanted to do a new enrollment, if there’s a demo, update, a bulk demographic or a request for validation, you can start those requests done through here. How you add a new group is slightly different. It’s the add group profile. And if I went ahead and hit this, you would do group name, select the state, the mpi and the tax id hit, submit, it would create the line for us. And then we would be able to go on here. And very similar, we have the overview tab. We can see like what’s missing on a high level. And then we can fill out the basic information, financial information, operational just kind of go down the list. But this information would then be completed as well. And so I know we’re going to grab most of this information for you. But then the next is if we needed to add practices for this. Like in a scenario, are you guys anticipating on having like a new group before, I don’t want to go. Down a rabbit hole if this.
Leah F (26:13) Is, so this is one of was one of our questions is we add new practices often especially during this time of year. So this is good to know. So we can essentially… add any new practice here or what if it’s joining an existing group? For example, this is just hypothetical, but say Bryn mawr family practice group was adding another location. Would we do it through here or do you have to go into the specific group and add the location?
James Donachie (26:37) So, so your guys’ group, is that mainline healthcare? And then that’s your mpi, and then the tin. And so it sounds like we’re like, if they were going to add a new location, like new practice. So new street address, all that you’re going to go ahead and then what we would do is hit add practice. Okay? And then you can hit, or add a new practice and then we would go here and it would prompt us to fill out that basic information which… this is just kind of like all that. And then you would hit save, and then that would create, the practice. And at this?
Leah F (27:19) Time, can we link any existing providers to the practice through this screen? So.
James Donachie (27:23) Not on. Let’s just scroll down. I don’t believe on this screen, we can, okay. And then the one thing I will call out is if you are adding like similar names, just like a unique identifier of the name, just so you guys have like the… like on here, you know, street address. But if this was just kindred hospital and there wasn’t like, you know, that way, it’s just easier to see like, I mean, the address is going to be different and so you can have the same name. I just like you guys have.
Leah F (28:02) Like like in our group, we have all the identifiers.
James Donachie (28:04) Yeah, yeah. Exactly. Okay.
Leah F (28:08) So, good to know that was one of my main like one of my big questions because we do add locations fairly often. So.
James Donachie (28:15) And so then what? Sorry?
Ciara Richardson (28:17) I was going to say, is there the option to do a copy function because that would be probably pretty helpful as well, meaning because a lot of times it’s just minor things. It might be a name change about the same location or just a suite that we can use… an existing location, so.
James Donachie (28:35) If you’re going to do like a name change, you could just like on the actual profile, you would be able to go ahead and make those.
Ciara Richardson (28:41) No, I mean, like can we do a copy function of a practice like do a duplicate? Sometimes we have another practice with a different name funneling out of the same?
James Donachie (28:51) Location. Got it. I don’t think you’re able to, there’s not a copy function in the platform. It.
Ciara Richardson (29:00) Has to be inputted completely. Okay?
James Donachie (29:01) Yeah. And, then, so now we created our practice, right? So let’s say this was the one that we created. And then you would be able to go in, click on here and then underneath providers, you can then add the providers and so we can search their names and get them added… to that specific practice location.
Leah F (29:26) Okay. So you click providers and then we can search by that and add them in. Yep.
James Donachie (29:33) And then, so you would be able just to go in and be able to do that. And so it looks like we have providers… already uploaded here. So then this is kind of where we would be able to see what providers, are linked to this practice. And then just to one of just to kind of bring it full circle is like the hyperlink for the name then brings you all the way back to the provider profile. So there’s lots of ways of accessing the same information, right? And then you can look on here to see what practices they’re associated with as well. So… it kind of it just in the platform, there’s lots of ways to get to the same information over and over again. And then the licenses that’s going to populate from the provider. So that as we’re updating the provider profiles, then we’ll have our licenses. That information will then be added here. This is just a way if you just wanted to kind of look at those licenses and what’s in review here as well.
James Donachie (30:49) And then payers. So now we have that payer list from your team. Those payers are going to get populated in here. We’ll be able to see on a high level for each one of the payers, what’s like the different status buckets that we have. So we can look at what’s been requested, what’s in processing, if anything needs attention, which there will be a task assigned. But it just kind of gives you a way to actually be able to see the line, what’s been completed, if anything is on hold. So if you guys decide to put an enrollment on hold, for whatever reason, we would be able to do that. And then if there’s a line that was stopped, we can go ahead and that will just be captured once again just for the documentation and visibility and then all. And so this will just begin to populate with like each one of those lines as well.
Leah F (31:47) I did have a question. So Janine in one of our first trainings showed us how you can go into the provider and select, you can click like all the plans you want to send an enrollment for, but we didn’t actually get to see one be sent and then see the line items populate. Is there any way in like a test environment? You’re able to show us how to like what that looks like? Yeah.
James Donachie (32:09) Well, I don’t know if I’ll be able to do it in the test environment just because I don’t know if it’s like linked to payr, but what we can do is once we get that payr list uploaded, we can walk through it on like one of our weekly calls just to kind of do one. So we can like do it as a group if that works.
Leah F (32:29) Then I guess we could record it so everyone can.
James Donachie (32:31) See, yes. Yeah. Okay. Yeah, I will record anything you guys want so that you have it for future training.
Leah F (32:41) And then I just had a question. This is kind of, I mean it’s payr related, but for medicare specifically, how does that work with signing access? So like when a medicare submission is sent, you have to sign off on it. Will that go to medallion’s team or will that come to us still?
James Donachie (32:59) So I think that will happen in your guys’ pcos account, right? Yes. I think it will still be in pcos for you guys to have that signature. I can find out from someone if I’m like 95 percent sure on that I, without actually doing the lines, but that sounds like that the right process.
Leah F (33:23) OK. Yeah. If you’re able to find out, that would be good to know just because it’s one of the items that, you know, we keep circling back to and just wanted to know.
James Donachie (33:31) OK.
Leah F (33:32) Thank you.
James Donachie (33:34) And then it’s so all the enrollment requests because you guys are going to have two different types, right? You’re going to have your group enrollment versus your individual provider enrollments. We’ll just kind of be able to see each one of those lines. We can look at the group and the provider. This is really just a dashboard to allow you guys to have like better visibility into like managing all of this data. Did Janine go over this with you guys on like a high level? I don’t recall, do you recall, Leah?
Leah F (34:14) I believe she showed us how we could. This is what I was talking about. An example would be good of because she showed us how we search for the different payers to add, but we couldn’t submit anything to see what happens after that point.
James Donachie (34:28) Okay. Once we get payers populated in here and we get that data in, we’ll go through a live environment of how we do that. We could walk through one and record it just to make sure that there, do you guys have any questions about what pops up along the way? Okay. That sounds like the best because I know it’s like looking at zeros. It’s like, okay, what’s going to be here?
Leah F (34:58) Right. It would be nice to know what happens after, like to see how the line items populate to see what it looks like when it’s pending or if a task comes back, we haven’t seen any of that. So, yeah, it would all be helpful.
James Donachie (35:12) Got it. Okay. Yeah, it sounds well. I’m very hopeful that we are close on your stuff and so that we should be able to have data in here and do a live walkthrough very soon. Okay? And then just bumping down. I know we don’t want to spend too much time. Well, there’s not data in here, but you guys have these pre built reports, right? That just kind of give you a high level overview of the different statuses of like, you know, what’s in progress, the completed requests. So this is from like an enrollment. It’s just different dashboards. What’s great is just kind of be like, and once we have data in here, this is kind of the stuff we’ll be reviewing with you. You can always make each one of these larger if you want to export. You could do CSV excel, PDF. So we have all the different Json… we’re able to actually export this data as well. And so it’s just like a really good overview for each one of the different services we have credentialing… ongoing monitoring, the provider summary. One of the ones that I find that’s really helpful too is we can look at task summary. And so this just gives us some analytic reporting on here. This is something like as we get you guys get the data in, get tasks kind of going up and running. It’s just another way to look at that data. And so we can look at total number of, tasks by owners… completed tasks. It just kind of gives us the metrics to kind of identify any bottlenecks. So it’s a really great report… that just kind of gives us a little bit more of a overview of those… tasks as well?
Dawn Urbani (37:11) James, is this just a viewable report? Is it interactive? Like can we click in there? Like if we see something that needs to be done, like we want to click by, you know, a specific task.
James Donachie (37:20) Yep. Yes. So as soon as we get those tasks in there, you’ll actually be able to kind of click on them, okay? And be able to look at any of that. Like there’s also these different, it just went away, but we can make it larger like if there was like if we wanted, if you wanted to kind of look at, you know, one specific there’s also filters, right? So then we can come in here and then be able to filter by the different values. Okay. Well, and then what I also once you filter, then you can hit export. And so if it’s something for whatever reason like you wanted, to filter a specific subset of tasks, or providers and then like be able to kind of look at it. I like then you’re able to kind of download it and then you’ll have it on that like point in time too. And so that just kind of gives you a way if you want to kind of look at that report. And the nice thing is it’s like dynamic for users. So Dawn if you’re in here and you filter like it’s not going to affect someone else’s, view, which is like I find really helpful because working on shared docs, there’s nothing more. I hate when I go in and I’m like what happened to this document? And like someone else has a view or… filter set? Okay?
Leah F (38:50) And is there a way, you know, during your, every time? But really during the summer, we’re enrolling so many providers, is there a way to create a report that will show us for example, all new effective dates or all new par statuses between a timeframe? So like say we ran it weekly, could we see all new approvals?
James Donachie (39:10) Yes, that sounds like the next section report builder. And so where you guys can build reports. And so we have the ability to look at… providers. And then we have all these different fields… of which we wanted. So what was let’s see… employment? Like we have termination start date? It sounds like would be one that you guys would want on the report?
James Donachie (39:46) But like if we wanted to, I’m just going to go ahead and be like if we want first name, last name, the… provider, if I won’t put address on here. So we don’t go crazy but you can go like mpi, but all those, all that information that we’re capturing like caqh attestation date that, it sounds like we’d want the start date on that report. If we wanted to do, what else were we thinking? Sorry, as I’m just kind of like looking so.
Leah F (40:23) Like, could it tell us, for example that Aetna has come back as par within, you know, the last time we checked, or that ibc has come back as par? Like is there a way that instead of checking every task line item, is there a way to have like a succinct report of all approvals within the last X amount of days got?
James Donachie (40:41) It. Okay. Yeah. Let me… so I’m wondering if we just don’t have… a, there should be a way for us to build a report like that, but it would be done on here. So, and then what you can do is basically we’ll put this over then like this, would this is just giving me like a, the providers you guys have already in the platform, you could see like a preview of it. We’re going to hit export, but most importantly, it’s like as we build out a report, we’re… we can hit save report. And then that way those filters would be set up and then you would be able to go ahead and actually kind of preview all of that as well. Okay. And then, yeah… we can do this for as many different types of reports as you guys want as well.
Leah F (41:41) And if we do select address that will pop out each address for each provider, correct? Yep. Okay.
James Donachie (41:54) And… that is a… very like a high level. It sounds like we got to revisit, the actual enrollment request once we have the payer… information and that uploaded in here. So we can kind of capture that process. But does that add? I know I owe you guys an answer of how quickly the caqh syncs. And then also if we’re if we add a provider supervisor, will that link the admin task… the we got a question on start date?
Ciara Richardson (42:35) That.
James Donachie (42:35) would be something you, if you guys put it, in the system on the profile, then we would have it. So.
Leah F (42:43) Will that pull over with caqh? Because we do list our provider effective dates on there.
James Donachie (42:48) I’m going to, so I think effective date and start date are two different, it.
Leah F (42:54) Looks like start date down there might be when they were input into the platform, but like for us, effective date is when they began seeing patients got.
James Donachie (43:03) It, so we wouldn’t want to use start date. So we would just, you could just trash it. And then we would look for… if I can type effective date. Is it effective? What’s going on? Let’s see what our dates are… employment and.
Leah F (43:20) maybe they’re not in there yet because they haven’t done the take and visual part. I’m not sure I.
James Donachie (43:28) Believe that it will be popped over, but I can find out, okay if that gets pulled over too is.
Ciara Richardson (43:36) There also a way when the information is pulled over from caqh because we are only responsible in responding to Pennsylvania and our locations. We have many employees or many providers that are in multiple states with other employers and we have telemed providers as well that are in, you know, 10, 15 states. So I just, will it be confusing or is there any way to just modify that to make sure it’s really just, we’re just going to be, you know, there’s not going to be a ton of flags out there for all this information that we are not responsible for and holding up a provider, you know, their information getting to that 85 percent. Is there a way.
Leah F (44:18) for it to just pull our 10 information?
Ciara Richardson (44:21) Exactly just our mpi, just our 10 and all information because there will be additional. I mean, normally there’s you know, probably… 60 percent of the time there’s other employers in there or there’s other information or other states or?
James Donachie (44:37) Got it. So if we’re going back to the profile here, and then when we’re looking at this profile… whoa like.
Ciara Richardson (44:48) For example, there could be a Dea or a medical license that’s expiring soon, and, you know, you may identify that, but it’s not, it’s New Jersey. We don’t need to, you know, we’re not worrying about that. We continue on. We just really only need for our specific location in Pennsylvania got.
James Donachie (45:05) It, let me, I can follow up. I don’t know how.
Ciara Richardson (45:10) Because I do know when that error, you know, there’s that report that comes out maybe once every couple of weeks and it identifies expirables and all of that kind of stuff. It will put our, I mean, I’ve seen on there, some of our providers that are on there with a 1,000,000 different things that are required. But none of them are things that are required for us. So it’s really not a medallion thing because unless you’re contracted with them for another state doing something somewhere else, you know what I mean? But I just think that’s.
James Donachie (45:40) that might, yeah.
Ciara Richardson (45:42) That might skew how it’s being, you know, how things are being imported and when it’s decided that it’s at a level where they can then start enrolling in the payers, you know, it really just needs to be the information that’s pertinent to us.
James Donachie (45:55) Yeah. Let me, I’m going to have to get with the complaint. Like what I’m not 100 percent certain on this. I’ll just owe you guys a follow up is, I think as a cvo, we’re required to notify for anything like to remain compliant with the ncqa standards even if it’s not relevant for this, like we just need it needs to be flagged, which.
Ciara Richardson (46:24) isn’t.
James Donachie (46:25) helpful for you guys, but I think that I just want to, I think the reason why that is a compliant like in order for us to stay compliant within the ncqa guidelines. So I don’t I’m just going to have to get an answer from our compliance team, but I think that’s the reason why we’re seeing that.
Ciara Richardson (46:46) Okay. But just because we wouldn’t be able or responsible for getting that data, you know, going to the other states or going to, you know, any of that stuff, well?
James Donachie (46:55) And then like my like the one thing I just want to get, I want to get clarity on too because, you know, through ncqa credentialing it… it’s responsible like to identify any licenses like past or present for the provider. And then what we could do like. And then I think what happens is then you just make sure that the practice state and the active licenses match up as part of the credentialing process. So, I just want to get… clarity on how that would function to kind of make sure that it’s not holding you guys up, but I do think you guys need it in those credentialing packets for just, that you, knew about the expired license.
James Donachie (47:53) Does that make, does that?
Ciara Richardson (47:54) Make sense? It doesn’t just as long as it doesn’t hold up the credentialing process because like it’s not really part of our responsibility and we don’t really have, you know, access outside of our practice locations and our state. And that does come up. It may.
SignsS (48:08) show as expired, but if we actually researched, it might not be expired, but it’s not something that we would ever research because it’s not pertinent to us.
Ciara Richardson (48:17) Right. So, it.
SignsS (48:18) really could be an active license that’s just showing expired because we’re not responsible to check it and update.
James Donachie (48:25) And I, and I want to say that your guys’ like policies and procedures cover that, right? Like you, you’ll you like for like your committee charter and like how things are reviewed, which, I know you guys are going to share with us. Then there, there should be a workflow that can be kind of be put in place for that as well.
Dawn Urbani (48:49) Yeah, they’ll they’re when they’re developed, we’ll have to.
James Donachie (48:52) Do that? Okay, perfect. Yeah, cause I think that would be like, I think that’s just one of the things that like you’ll just have like the committee charter. And then we’ll be able to work off the policies and procedures. And then that way we’ll you know, it would just be like practice state and active license. Just thinking through how some of my other clients are kind of set up as well.
Dawn Urbani (49:19) So question, when you guys run psvs for providers, you just run them, do you just run them once?
James Donachie (49:27) So the like once, like if a provider is like on multiple, like medallion client like clients or like once like just for you guys.
Dawn Urbani (49:43) So, no, like what I’m saying is, like when we, when you’re credentialing our providers, an initial provider comes in and you need to run, I don’t know 10 different psvs, you know, whether it’s.
James Donachie (49:55) I’m drawing a.
Dawn Urbani (49:56) Blank. Oh, yeah, pa, license mpdb. You know, whatever, do you, I assume, do you just run those one time? And then they stay in medallion. And then that file is used for all the payers?
James Donachie (50:12) Yeah. So what we’ll do is we’ll be, we’ll go through that and then there’ll be credentialed with.
Dawn Urbani (50:18) There’ll be.
James Donachie (50:19) Credentialed. And then if you guys have monitoring, well, then we would then monitor it up until that recredential event. So, they would be, for three years. So that packet would be good. So the,
Dawn Urbani (50:34) packet would be good, for three years. So you’re only running the psvs one time? Yep. Yeah. And it’ll be good for three years.
James Donachie (50:41) Okay. And then all that information will be like on the provider profile, which is where I’m at, and then, in the actual like packet, which is required as well. So, we kind of store it in two different areas. Okay? And then, so I’m just, I was just looking here to see if.
James Donachie (51:08) if there was any state licenses that were kind of up that we could, I could use as an example. And… so, and then this would just kind of continue to get built out, for that provider as well?
James Donachie (51:28) Any, I know we only have six minutes left and, I have some takeaways, which is great.
James Donachie (51:37) And then also where the live demonstration of the enrollment side is also great. So I will, I’ll keep that. But any other questions for, from the team?
Dawn Urbani (51:51) I think, I know that the, we had sent you an email with a bunch of questions. I, we won’t have time to go through. I, we may have gone through, some of them. But if there’s any in there that we did not go through, I don’t know if maybe you can answer them in an email for us.
James Donachie (52:05) Yeah. I think I sent, did you get a, I sent over like a doc? Like it was a word doc on that email address with like responses to those questions, I can send it again because I.
Dawn Urbani (52:17) have the doc, I see a bunch of links here. I don’t see specific responses to those questions. I’ll be honest, I haven’t had time to go in and look through them all, but is there an actual, yeah.
James Donachie (52:30) Is there not a document attached to it too?
Dawn Urbani (52:32) Oh, I’m sorry, no.
James Donachie (52:34) No, it’s okay. Because I just linked to, I put the links to our support articles on there… as well just so that they’re like if there’s any responses. And the nice thing about that is our team like our support team updates those links. So those are kind of the like the source of truth of which I like go back to. If I have any questions, I use that support portal a lot.
Dawn Urbani (53:01) Okay. I’ll look, I’ll have Leah and I look through this and see if it answered all our questions. Yeah.
James Donachie (53:06) If there’s anything, I mean, I fully expect you guys to have more questions. I would be concerned. I’m sure we.
Dawn Urbani (53:12) Do I?
James Donachie (53:13) Would be concerned if you didn’t because the platform is great. It’s very robust as you saw, there’s lots of different ways to get back to the same information. So, part of what makes it like the onboarding a little bit like long is finding out what works best for your team. It’s like very flexible. So like I could give you guys like, hey, I work with such and such client. This is how they do it. And you guys might say like that is the wonkiest way that I’ve ever heard of credentialing and enrollment. It doesn’t make any sense for us because each one of my clients really are able to kind of build and amend the process so that it makes sense for them.
Dawn Urbani (53:58) Okay. Sounds good. All.
James Donachie (54:01) Right. I will chat with you guys tomorrow with Jim. Okay. And we’re one step closer on all of this. So excited to kind of keep the process and momentum going.
Dawn Urbani (54:16) Okay. And you’ll send us this recording, correct? Yes.
James Donachie (54:20) Yeah, I’m going to guess an hour recording might take a little bit of time to render. But then I’ll have the link and I’ll share that with everyone on the invite. Okay, great. Thank you. All right. Thank you. All right. Bye bye.
Dawn Urbani (54:34) Everyone.