Transcript
Kyle Rice (00:00) hi, Kyle. Hey, Natasha. Hey, Evelyn. Apologies. I’m late. My computer prompted me to restart my system just about two minutes before the call started. So, I apologize.
Natacha Julien (00:10) Don’t worry about it. How are you guys doing this week? Doing good, doing good, working hard on this, you know, the transition as you can imagine.
Kyle Rice (00:22) Yeah, yeah. It’s a lot of moving parts. So, we’ll get you guys situated here and moving in the right direction.
Natacha Julien (00:30) Absolutely.
Kyle Rice (00:30) Hey, Aubrey. Hey, boonam, how are you guys doing today?
Poonam (00:33) I’m pretty good. How are you?
Kyle Rice (00:35) We’re doing well. It’s Friday. We made it.
Poonam (00:38) It’s Friday.
Kyle Rice (00:41) It is well, I had a little bit of agenda for us today.
Kyle Rice (00:44) I just wanted to review the current status of all initial licensure requests, review some renewals that we currently have in process for you. And then in terms of the off boarding and accounts download, wanted just to share an example of that, and wanted to see what we want to do for the cadence for that, whether we wanted to wait while there’s requests still in process for initial renewal or if we wanted to jumpstart and kick that off. But yeah, I’ll share my screen over and if you guys had any items for me, just let me know and we can dive into it.
Natacha Julien (01:14) Yeah, we just have four items, but we’ll go over yours first.
Kyle Rice (01:18) Sure. Awesome. So, just wanted to, I’ll share all this reporting over for you guys as well. I just wanted to share the current status of all the initial license requests we’re doing for you guys. It looks like we have about 56 initial licenses in process for you guys at various stages. A couple of applications currently in our internal QC process and I’ll share this over for you guys for status and tracking, just so you guys are available and these are all available on the platform. If you want to pull any updated notes. Was there any specific providers you guys wanted to review or anything in depth in terms of initial requests that we wanted to check in on?
Poonam (02:01) So, I had sent an email regarding Anuja, shah’s California license… status, do you have any updates about them,
Kyle Rice (02:13) Let me, let me pull and, I did see your email just a touch behind in my email. So, I apologize there. We did just adjust her status to priority follow up and I know the team had just followed up, as the eighth. It looks like we’re just pending, the board to review her transcripts for rutgers and the medform as well. But I can definitely bump the team on this to see if we can get, a little bit more update to see if those have been processed as well.
Poonam (02:44) Okay. So, as a priority, like at what cadence, can, I expect to see the notes?
Natacha Julien (02:51) You should.
Kyle Rice (02:52) For the priority, cadence, Poonam, you should see, the note update every five business days.
Kyle Rice (02:59) Okay. Thank you. Yeah, no problem. And then in terms of renewals, and I had a, just a question regarding this, I know we were only renewing up to, I believe it, was it the end of may for you guys or was there a particular date that we were cutting off for the renewal requests?
Natacha Julien (03:19) I think it’s end of may, yes.
Kyle Rice (03:21) End of may. Okay. Cool. I just wanted to check in. We did have some requests that entered our system that were… with an expiration date up until, I believe there’s 29 requests, that popped into the system for June thirtieth or excuse me, June first through September thirtieth. Should we move these to inactive? And should we not be processing these?
Natacha Julien (03:44) Well, what, what’s usually the process now that they’ve entered your system? Because it was per your guys’ requests, right? That we don’t have anything. Not that we don’t need the help, but it was really per your guys’ requests that we don’t get anything pending after 30 days of the termination. So, if you can, since they’ve already hit your system, if you can get like an exception from your leadership, we happy to leave them because I know we have the, we have the funds, So it’s up to you because I know it was specifically at your request that we don’t have anything after? Yeah.
Kyle Rice (04:32) I can check in on that. I don’t think that should be a problem because there are they’re already populated in the system. I can ask.
Natacha Julien (04:37) But how do you also stop this from happening? Right? Like do?
Kyle Rice (04:42) Yeah, we, I could just disable the, I think we had auto renewal on for quite a few of those, which automatically pulls these into our system.
Kyle Rice (04:49) So I can move that to stopped moving forward. And then just let me know how you want to proceed. We are happy, to either pick these up, or whatever you guys want to do with them here.
Natacha Julien (05:00) No, if it’s okay with your leadership, since again, it’s already in your system, that would be great. Just send us this report. So that way we know exactly who they are. So we can… make sure if you do allow us to have you process them that, you know, we won’t process them ourselves? Okay?
Kyle Rice (05:25) Perfect. Yeah, I will confirm with Genevieve on that and then I can let you guys know and I will send the reporting over to you as well.
Kyle Rice (05:32) And then I just wanted to share the copy of the, what the basically the profile export is going to look like. Okay? So this is, I just used Melissa tuck white as essentially a Guinea pig for this. So you guys can see what her profile looks like. So you can see we’ve got her account records here. Whoops. So if you go to her accounts, we have all the accounts that are exported for all of hers. We have all the details for her pertinent demographic information. It’ll also pull the pertinent work history. It will pull any documents for that are listed in the profile as well to include. Can?
Natacha Julien (06:18) You click one. So I can see what it looks like.
Kyle Rice (06:21) Yeah, absolutely. I believe this is a copy of her profile, Pennsylvania or her Massachusetts portal, but this is the file here. So you can see this is just the primary source verification for her. So you guys will have copies of all of this, and then it will pull a copy of the licenses, all licenses that are listed. So anything active inactive, along with a copy of the state license or PSB? And then this should essentially copy everything from the profile over in entirety.
Natacha Julien (06:57) Okay. Excellent. And I.
Kyle Rice (06:59) just wanted to check should we, do you guys want to initiate any exports now? Do you want to wait while there’s still initial and renewal licenses in process? What works best for the curiai team?
Natacha Julien (07:10) Yeah. If we’re I mean, the team can definitely provide their feedback, but I think just not to wait till the end. I think if we can do, this process for any clinicians that doesn’t have licenses in process or upcoming, you know, before the 30 days of the term dates, right? Any clinicians that doesn’t have anything pending up to June fourth, I think we should go ahead and start sending those over. Okay?
Kyle Rice (07:46) Perfect. I can definitely initiate that with our support team as well, so we can get that moving for you.
Natacha Julien (07:51) Yeah. Aubrey, Evelyn, Poonam, any feedback on that? Are you thinking of anything else?
Aubrey (07:57) I mean, that sounds good to me?
Natacha Julien (07:59) Okay. Yeah. We just have to figure out internally, Kyle, how we’re going to store them. So what format are they going to come in? Is it I?
Kyle Rice (08:11) Believe they should come in an excel spreadsheet with listed links kind of like I just demoed, so it should look very similar to this.
Natacha Julien (08:21) But since we’re no longer going to have access to medallion after June fourth, how are the links going to be connected? Are they just going to be folders in a Google drive somewhere? How is that going to?
Kyle Rice (08:32) Let me double verify for you because I actually have not seen one of those recently. So let me verify that portion. Yeah, because.
Natacha Julien (08:40) Ideally, for us, we’d like to be able to, you know, just have them in a folder somewhere like we can literally create folders for each clinician and then be able to just truly if we have a question or we need something, we can just go straight to there. So just let us know.
Kyle Rice (09:00) Absolutely, will do awesome. So I’ll double confirm that for you guys. And that’s everything I had for you guys today and I know you had a couple items for me as well and would love to jump into those.
Natacha Julien (09:11) Yeah, sure. So we just went over the, so emailed Poonam, do you want to go over your item for email updates and accounts?
Poonam (09:23) Yes. So, Kyle, we discussed regarding like the updating the email accounts, the medallion domain, email accounts to the provider, personal emails. So, is that in process? And will we get an updated status for each provider when you share this report as well? Like the portals where the emails have been updated.
Kyle Rice (09:42) Yes, that will be in process a little bit closer to the end date because we still do have some requests in process that we just need to track. But yes, those will be all updated to the clinician’s emails for any initial licenses in flight. And then I believe we will share over any pertinent account information with the exports such as like parchments, and then any additional accounts that we have on file will be shared over as well and shortened over to the clinician’s personal email.
Natacha Julien (10:15) Thank you… Aubrey, the Coi… yeah.
Aubrey (10:23) We’re getting a lot of our providers are getting requests to upload a current Coi, but those technically aren’t used for licensing for a lot of times. So, is that just an automated request that the medallion platform sends out? Yes, because obviously the,
Kyle Rice (10:41) yeah. So great call Aubrey, that is an automated just expiration alert just across all providers. I know a couple states will ask for it like Massachusetts offhand just to have like evidence. I believe Nevada will as well. If you guys have an updated blanket copy. I’m happy to update that I can.
Kyle Rice (10:57) If you have like a face sheet with either like curai health or that lists all providers, I can do a blanket update for that, which should cover that notification. But yeah, it’s just an automated system alert that comes out on the.
Natacha Julien (11:13) Expiration date, that one turned off, right? Kyle, you can’t turn that off.
Kyle Rice (11:18) I could check but I don’t believe I can’t.
Natacha Julien (11:22) okay. Because the way that the malpractice face sheet works for us is as you probably know, is, right? It’s although we cover the clinicians but their names are added individually.
Kyle Rice (11:37) Individually? Okay.
Natacha Julien (11:39) Yeah. So it’s not a blanket. I mean, we can definitely send you a copy but I’m not sure if we’re going to have to add… like all or W to clinicians to it.
Kyle Rice (11:58) Yeah, Natasha, let me investigate that to see if I can toggle that reminder that alert off for you guys just for the time being since we’re kind of approaching the end state here. And I’ll follow up and let you know either way.
Natacha Julien (12:09) Yeah, we just don’t want to spend the time saying.
Kyle Rice (12:12) Yeah, for sure. It’s a big lift with the cois too, and I know some of the malpractice brokers take it down to the wire too in terms of expiration date and providing that last minute, yes… awesome. What else do you guys have for me this morning?
Natacha Julien (12:27) Yeah. So the last thing I have Kyle, this might have to be an approval from Genevieve. But so as we are transitioning right now, as you can imagine, we actually now doing all our access for different vendors, right? Like npdb, the abms. So one of the ones that I’m still waiting to hear from is the social security death master file and for us to get access to that. And in the meantime, I just wanted to ask, would it be possible if we don’t get access to that soon enough that it’s probably not going to be more than like probably like 10 clinicians that because I found out that actually we can do that because we’re still under contract with you guys, that if I send you names of those clinicians, like any information that you need like npi to do that verification for us? Is that something you guys are able to do even if it’s with a fee? Yeah.
Kyle Rice (13:30) Let me verify that with Genevieve. If you send me those names of those specifically impacted clinicians, I can take that back with her and see what we can do in terms of reporting for you guys. Was it just the, were you just looking for like the death master or the npdb or like oig, well, we have.
Natacha Julien (13:45) npdb so far, we have abms currently right now, it’s just as of right now, it’s just the death master file. It might also be Dea. I’m not sure, but I’m still waiting for that report for that access. So I can send you just, you know, if you can check with Genevieve, I can definitely send you. We’ll send you names, npi, whatever identifier you need to want it. And then you guys can just do the verification and send us the verification on a PDF because, you know, I did confirm that since we are under contract, all we have to do is we can just attach the PDF of the verification to the clinician record. It’s just like we don’t want to take the risk of, you know, approving the file and then later on go and run the verification when we have access. So if you can find out that from Genevieve, it might be again, I’ll confirm if it’s going to be more than the death master file. But right now we already have access to most except for the death master file, but I’ll let you know, okay?
Kyle Rice (14:57) Cool. And then you’ll provide that list of clinicians as well? I’ll.
Natacha Julien (15:00) provide the list of clinicians and if you can confirm what else you’ll need for identifier, right? Because I know you might need like an npi or the social security number to… check… my goodness.
Kyle Rice (15:17) If I can type today, yeah, absolutely, I will double confirm that with her. And I’ll probably put a quick call on her this afternoon just depending on her availability or first thing Monday, just confirm that and I’ll let you know either way. If you could just send this list of clinicians forward and then we can go from there.
Natacha Julien (15:30) Yeah, yeah. Just let me know and then we’ll send the list, you know, over.
Kyle Rice (15:35) Perfect. Awesome. Anything else top of mind for you guys on this very fine Friday morning?
Natacha Julien (15:44) No, that’s it just the follow up. Thank you. Yeah, no problem. I think the nicest thing right now that you know, you’ve seen is the document and status transfer. So that’s great. Thank you for doing that. Yeah.
Kyle Rice (15:59) No problem. I will send you guys a copy of everything that we talked about this morning, including the reporting for initial license requests, renewals, and reinstatements, I’ll send you over the Melissa tuck white example as well, just if you guys want to reference that for future as we’re kind of working through some of these provider exports and we’ll get anything in the process for you guys for clinicians with no licenses, initial renewals in process. And we’ll start to get it underway with our support team. And then we’ll list over the email transition as well. I’ll confirm if I can turn off the Coi reminders and I’ll run this up the chain with the death master and Dea confirmation with Genevieve as well with the identifiers that we need to get that underway for you guys.
Natacha Julien (16:43) One last thing. Kyle, I almost forgot.
Kyle Rice (16:45) Absolutely. No worries.
Natacha Julien (16:46) The pass through fees. We had talked about getting a report for each clinician pass through fees as well from… finance. Okay? I.
Kyle Rice (17:00) believe Amy requested that on our call two weeks ago. Let me see if I can send that forward for you guys, you’re.
Natacha Julien (17:06) right. You are correct. So let me follow up on that. I believe you are, I believe she did. Okay, perfect. I haven’t downloaded it yet, fully, no.
Kyle Rice (17:14) Worries, no worries. I know it’s been a busy start to QQ here. So let me know if any edits are needed there. Natasha and I’m happy to ask our finance team to re, pull that if we need, and then I can send that forward to you guys for review.
Natacha Julien (17:28) Yes, absolutely. I’ll check on that and I’ll confirm.
Kyle Rice (17:31) Perfect. Awesome. I will get these underway for you all. And then I think we are planning to, I think we have weekly touch points. I believe leading up to the churn date, let me just confirm with my calendar really… quickly here. Yeah, I believe we have a touch point next on the 20 fourth of April at the same time. Excuse me 12 30 eastern standard. If that still works for you, I’ll plan to come with same pertinent updates.
Kyle Rice (18:00) And if you guys have anything additional in terms of agenda items or anything additional needed, please just let me know and I’ll be happy to come prepared with that as well.
Natacha Julien (18:09) Awesome. Thank you so much, Kyle. Appreciate you. Yeah.
Kyle Rice (18:13) No worries. I hope you guys have a wonderful Friday and if there’s anything else that I can help you with in the meantime, just feel free to shoot me an email and I’ll get you guys taken care of and then Poonam, I will close the gap on that Anusha Shaw, California update as well. Thank you, guys. Thank.
Natacha Julien (18:30) You. Have a great day. Bye bye.