Transcript
Rebecca Dawson (00:00) good morning.
James Donachie (00:04) Let’s get everyone… in here.
Leah Frantz (00:34) Happy Friday. Everyone.
James Donachie (00:37) Hey, how are you? Good?
Leah Frantz (00:38) How are you?
James Donachie (00:40) Good. Ready for the weekend?
Leah Frantz (00:45) Yes, very much. So.
James Donachie (00:54) Is everyone on your guys’ team? We have so many people joining these calls now. Is everyone pretty much east coast or is this like basically the afternoon for you guys?
Leah Frantz (01:04) Yep. Our whole team’s east coast. So, oh, okay. Yep. Nice. I think we’re just waiting on Dawn, but it looks like Patty and Becky are here.
James Donachie (01:17) Okay. Well, we’ll give Dawn another moment and then we can hop right into it.
James Donachie (01:35) There’s Dawn.
James Donachie (01:45) All right.
Dawn Urbani (01:48) Hi, sorry, I had trouble getting on the meeting.
James Donachie (01:51) Oh, no worries. Dawn. How’s your day going good? How about you? Good. We are ready. We can jump right in. I wanted to kick off the call with a small but mighty announcement because I think it’s going to really help us.
James Donachie (02:14) I have enlisted the help of Naomi who is our most senior implementation manager. And so, I know because of you guys being with us for a little bit, we had Janine, I said I was going to go get back up and I went and got it for you guys. And so Naomi’s going to help us make sure that we get this over the finish line in the next couple weeks. So I just wanted to, she’s going to be here on the calls, making sure we’re following everything getting everything configured correctly, and just another set of hands on the medallion side to make sure that we get you guys up and running.
Rebecca Dawson (02:58) Hi, everybody.
Leah Frantz (03:00) Hi, hi.
Dawn Urbani (03:01) Welcome.
Leah Frantz (03:02) Hi, welcome.
Rebecca Dawson (03:04) I’m returning, I was actually on this before Janine or with Janine previously and stepped back while we worked out the data. And now they’ve brought me back in.
James Donachie (03:18) But Jim, did you want to, did you want to kick off with the data for a little bit here?
Jim Espinoza (03:24) Yeah, I guess to start, are there any updates from my email from last Friday that you guys want to go over? If not, I can reiterate all the call outs from Friday, so.
Dawn Urbani (03:36) Jim, did you happen to reach out to Roger? I think I copied on. I copied, sent you an email with his contact info.
Jim Espinoza (03:45) Yeah. I did see that email. I was waiting for Roger to say something. I can follow up on that email for sure. I’m talking more so about the data that we talked about last Friday that we already have. And there was gaps in.
Leah Frantz (03:57) Yeah, we’re working on that.
Leah Frantz (03:58) We’re adding in, I’m working down through the list to add in all the missing info on our data set. So work in progress, but definitely working through it.
Jim Espinoza (04:09) Okay. So there is some of the data that I can still work with. So I provided some updates there that like the new practices were loaded. I started updating the hours. There was a couple that I wanted confirmation on because it looked like some of the data columns are like shifted and hours varied based on day. So I wanted to make sure the right hours went into the right days. I can pull those up in a second, but the, actually I can pull it all up right now. A big thing that I do think we can get on the call right now is confirmation on the duplicates. I like arranged them in a way to where the duplicates were next to the field. That was essentially like replacing it. Okay? Let me pull that back up. Yeah, here we go.
Leah Frantz (05:04) I also saw that there was one group that the age range needed to be confirmed. So I have that info as well.
Jim Espinoza (05:09) Okay. Yes. It all has to do with like some of these fields shifting like how the hours started here, but they’ve changed that I can wait for on the data. It’s not. I can always get added here for cleanup. This is like kind of an effort on our end to get these cleaned up. I arranged these with like kind of an id where the dupe had the same id as the one that I think is the actual practice we’re going to be using instead. Just wanted a quick confirmation that this list looks correct. So I could start working on that cleanup in platform.
Leah Frantz (05:46) Are you able to make it bigger? So I can see it? Sorry, it’s just really tiny. It should be there… we go. That’s better. Okay. Are you, was this included? Hold on? Let me go back. I see. Yeah.
Jim Espinoza (06:05) This should be the practice cleanup tab in the shared excel.
Leah Frantz (06:14) I’m just going to take a snippet… of it right here too, so I can… look at it and get it back to you.
Leah Frantz (06:30) And does it go down any further than line 51?
Jim Espinoza (06:33) Yeah. There’s 27 practices. It goes up to 61.
Leah Frantz (06:37) Okay, perfect. Let me get those too.
Leah Frantz (06:46) Okay. So, yeah, most of them is probably just the naming convention. It’s like some might say mlhc, whereas some says Maitland healthcare. So I’ll just see how we report that out on our roster and then I will just send you which one to use. I mean, I could go through them now, but it might just take a little bit of time. I don’t want to waste everyone’s time, so I can just review those and get back to you it.
James Donachie (07:10) Does look like it’s primarily just giving it a look like the naming convention, like I’m looking at endocrinology… Philly versus Philadelphia, like for number five?
Jim Espinoza (07:25) Yeah. You did put this note for the duplicate consolidate to locations, right? It’s essentially that one. And then a one that was green essentially. Yes. Yeah. So we’re keeping the green one. The green one’s the one that’s replacing the white one. Is really what the question is.
Leah Frantz (07:42) Okay. Green is replacing. Okay. So the white will consolidate up into the green, right? Okay. Yep. I’ll just look at those and I’ll confirm if there’s any changes. I’ll let you know specifically, what lines. Okay? Perfect. And then on the tab with the new offices, I know one, it said, I think it’s primary care Devon, their age range is three plus, not 18 plus. Okay?
Jim Espinoza (08:09) I’ll check if I imported that one or not. And I’ll update it to three plus. Okay.
Leah Frantz (08:14) Thank you. Yeah.
Jim Espinoza (08:16) Most of the practices in platform now have the hours of operations minus and actually have this updated sheet of a couple because it looks like the date, the times kind of were sporadic and I wasn’t sure if I should just shift these over because they do change. Like this one starts at 11. This one starts at 10, nine 39 30.
Leah Frantz (08:41) Yep. So they are different. I see what you mean? Where they shifted, like it’s under patient age range.
Jim Espinoza (08:48) Right. And I wasn’t sure if it’s enough to just move them over, right? Or if like, maybe this is not even an actual time, and these are actually correct for these.
Leah Frantz (08:57) Days, yep. Can you scroll back over to the left please?
Jim Espinoza (09:03) For the names? Yes. Thank you.
Leah Frantz (09:07) I’ll just redo. It. Looks like they just kind of, I don’t know why that happened only on some of them but it is, it’s not uncommon that there’s you know, different days like an office might only be open Monday, Wednesday, Friday or they could open at different hours. So, I want to make sure that we got the right days with the right times.
Jim Espinoza (09:24) Yeah, that makes sense. That was kind of the reason I was hesitant to import these and.
Leah Frantz (09:29) Just move them over. Yeah, of course. No, thank you for checking. Cool. Okay. I got those two things that I will look at and then of course, we’re still adding back to the provider tab. We’re filling in there’s, a couple of providers that don’t we haven’t gotten their mpi or caqh yet. So I’ll just take them off the spreadsheet because they, I mean, we need that and then filling in the missing emails and socials. So working on that as well do?
Jim Espinoza (09:56) We have maybe like an eta for when that data would be ready.
Leah Frantz (10:03) I hope by our next call next week?
Jim Espinoza (10:07) Okay. So, could we prioritize the practice data first? Sure that way I can get unblocked and start working on the data? Yeah.
Dawn Urbani (10:16) Cool. We can get that done. Thank you.
Leah Frantz (10:22) Yeah, I’ll start with the locations and then the location duplicates, and then the office hours.
Naomi Denson (10:34) Anything else from you, Jim,
Jim Espinoza (10:37) Just on our end, we also have payer mapping that we need to finalize and then we’ll send that over to you guys, to confirm on the mappings the payers are provided in the group enrollments, where there were some that weren’t provided previously. So we had to start over with the mapping. We’re in the same process we did originally where we map and then we share over to you guys to confirm… but that’s pretty much it on the data side, so.
Naomi Denson (11:05) You guys already have the payer mapping going. I did have a couple of things from an implementation standpoint that I want to make sure that is on all of your radar. I have an agenda I put together here, for provider engagement. When we start engaging the providers to log into medallion, you, they would get an invite from medallion. There is an opportunity for you all to customize that invite. If you want to draft something up, share with me, I will share this agenda out or I’ll ask James to link it in the meeting invite. So you can see there’s just a template with some, an example of what our standard invite looks like going without any customization or an example of a custom invite that other customers have utilized before you can draft this with whatever language you want and send it to me. And then Jim can embed that so that your providers will get that instead of our standard medallion invite. It’ll have the mlh logo on it so that they’re familiar with who’s sending it to them. And there’s no question about who’s medallion and all of that. Have you all communicated with your providers already about the medallion partnership or know that it’s coming? Do you have, any eta on plans on when you plan to do that? Usually we recommend that you communicate with them first before we start inviting them so that they know it’s coming and they’ve gotten kind of a heads up to look out for the invitation to actually log into the platform.
Dawn Urbani (12:42) Yeah. We’re still discussing when we’re going to do that. Okay? All right. So.
Naomi Denson (12:46) If you want to create that custom provider invite, I would get that over as soon as you can so that Jim has time while he’s working on your data to also, get that built out ahead of any invites going out to the providers. I also just wanted to touch on your, this, we received this payer priority details sheet. I’m not sure exactly when looks like November, maybe we received this since then, we have significantly improved, our payer process scoping. So this has been moved to a new template format. This just outlines the payers that you have them. It’ll include the payer mapping that you guys are working on as well. But it also allows you to outline any nuanced enrollment processes. If you utilize rosters. Once we have, I can transfer the payers from this sheet. I don’t know what, this one, what some of this is, I can transfer the payer names over to help get you guys started. But what we’ll do once this sheet is filled out, is we’ll schedule a scoping call with myself and James to review what medallion standard processes are versus what your processes are, to determine if we need any custom operating procedures for the payer enrollment piece for mainline. Do you guys have somebody on your team that knows, the pay enrollment processes that would be best to fill this out to, or share this with?
Dawn Urbani (14:20) I’m sorry, this is the first time I’m saying this, yeah.
Naomi Denson (14:23) This is, this is relatively new. So this is the old version where we were just outlining what your payers were, and then there were some notes here that were provided to us, but we have a new template now that indicates, you know, do you use rosters to submit these that we should be aware of ability to share that roster? If you have special contacts or forms or rules around the different payer enrollments for your providers or if they vary by practice or npi, anything that would be special that falls outside of our standard processes that we’ll review? Okay?
Dawn Urbani (15:03) Yeah. We’ll have to review this together as a team. Yeah. Okay.
Naomi Denson (15:06) Perfect. And then, so, yeah, that’s going to be one of our priorities. In order to get live with payer enrollment, we have to have this scoping done just to prevent any initial errors with submissions. You know, we submit it via standard process and you say, no, we’re supposed to submit it this way or to this person directly. So we just want to make sure that we are all aligned on how you anticipate or expect enrollments to be submitted in certain situations. The only other thing I have, once Jim gets the practice data loaded, we have I’m showing we have one group profile loaded and we’ve got the practice locations. But Jim, you’re doing some cleanup on these, correct?
Jim Espinoza (15:50) Yes. Once we get the duplicates confirmed, they will be removed as far as the inactive. We’re gonna… we actually have a new thing coming in where we can actually mark them as inactive. So they will stay but will be inactive. Yes, I.
Naomi Denson (16:04) Saw that. I’ve been waiting for that. So for sure these profiles and practice location profiles with… payer enrollment. These profiles need still have some missing requirements that were not included on with the data. So we need somebody on your team that’s going to be able to come in, complete the remaining requirements for the profiles on both the group level and the practice locations. Once Jim gets them cleaned up and duplicates removed, etc. So you can see what’s missing an average overview here of the percentage. So we will need some of that, to start moving forward in order to go live with payer enrollment requests.
Naomi Denson (16:53) We can also, I don’t know what the training situation, I know. I think you guys were trained a while back and then have some new staff, that might need additional platform training. So, happy to schedule a couple of training sessions with you all to go over general platform overview. And then when we get closer to actually being able to go live with the pay enrollment, we’ll do an in depth payer enrollment platform training as well to make sure you guys are knowledgeable about how to submit requests, how to track the work, where to find things… etc. So any questions for me on… any of that? I know I threw probably just threw a lot at you that, you know, no.
Dawn Urbani (17:34) The extra training is definitely appreciated if we need it. Can you go back a step where you were talking about updating the groups? I guess it was, yeah.
Naomi Denson (17:45) So you have the one group profile. It’s sitting at 45 percent complete right now. So there’s some missing requirements in there. That would be needed for enrollment request work to.
Dawn Urbani (17:56) Process, would this come in through the reports that we’re sending to Jim or would this have to manually be so?
Naomi Denson (18:03) He’s imported, the group profile data to my knowledge. So everything that was provided to us was imported. So, all of these other missing fields that were not provided as part of our import template are, will need to be manually updated in the platform, but.
Dawn Urbani (18:20) can you show me real quick? Like what’s what area is missing? Just give.
Naomi Denson (18:25) me a sample. Yeah. So in your group profile, you have this overview tab. It’s going to show incomplete profile. The missing information down here is going to be like recap, you can click in any of these sections here. And anything that does not have an optional tag next to it is counting towards this percentage completion. So, date of incorporation, mailing address, billing… contact information. We… also need some financial info, your tax classification, billing platform, ehr, the documents to W9 irs letter, bank letter. The banking information is typically required for medicare medicaid enrollments… or updates. I’m.
Dawn Urbani (19:17) sorry, Leah, on my team, this information was never supplied… in the past. I’m sorry, I’m only here two months, Naomi. So I’m not sure what was given in the.
Leah Frantz (19:25) past. We are, as far as I’m aware and Patty, you can jump in, but our team didn’t provide any of the financial information. To my knowledge. It could have been provided prior to us joining these calls. But as far as like mailing address, they’re all the same for every practice location, billing address would all be the same in contact. It wasn’t on the spreadsheet but I can certainly add it, so.
Dawn Urbani (19:51) So, if I get this correctly, all this information, this financial information, and all the information just share with me is blank for every single practice that we have. No.
Naomi Denson (20:01) This is only required in the group profile. So you only have one group profile?
Dawn Urbani (20:05) Okay. So one group? Okay. Yeah. So.
Leah Frantz (20:07) We wouldn’t have to complete it 200 times, no.
Naomi Denson (20:10) So, not all of this. The practice profiles are a little different. So they have, they’re one, they’re a lot smaller than less requirements. So things we’re missing in here would be the practice email, office manager name, effective, date the practice opened, if you have business license or state registration would be uploaded. And then Jim said he’s working on cleaning up, you know, hours of operation which we have here after our service. If you have an answering service or a voicemail, are you telehealth, brick and mortar, or both services provided in languages other than English, accepting new patients, Ada compliant, accredited, etc. So there’s a few things in here. These are on the, our standard import template. I believe all of those are on there, Jim. Correct me if I’m wrong, but, and… if it’s the same across the board, maybe we can add that to load in. Jim. I don’t know what the current state of, the template is. Yeah, also.
Patricia C McGonigle (21:16) This information, I don’t know if it can be pulled from caqh. So we have every one of our practices in cqh has all of, that data that you’re asking for.
Naomi Denson (21:26) Our caqh integration is for the provider profiles. Only, we don’t pull from an organizational or practice level into medallion. The integration is only for individual providers which we have run those imports as well. Okay?
Dawn Urbani (21:46) This, this has to be done for all 200 and plus practices. Yes, they.
Naomi Denson (21:51) Will need to be. So there’s an, our intake team when new enrollment requests are made, whether it’s for a provider joining the group or practice, or for a brand new enrollment for the group. With these practices, there’s different checklist items that they look for. Typically they look for them to be at least 85 percent complete to start reviewing. And then anything that would be still required after that 85 percent complete during our intake teams, review, they would task out for and say, hey, we need this information. It’s not in the profile for that particular practice. So you could prioritize the practice profiles, prioritize the group profile. And then the practice locations individually as needs come up. So they don’t all need to be completed before we can go live with anything. It would just be, you know, if you make a request for that practice location to be associated to a provider on an enrollment, we would need those locations completed to process that request. But they don’t all need to be completed before we can do anything at all. Does that make sense? Yes. Okay.
Naomi Denson (23:00) Any, any… other questions for me? Yeah… I’m sorry, can you just go back to the group one more time?
Naomi Denson (23:12) What needs to be updated? I’m sorry. I just want to take a look at that one more time. Yes. So the overview tab. So you can see here, it’s the financial info, operational info, required documents that will like in the financial info, you’ll upload it there and it’ll populate here. So you don’t have to do it twice but W9 form, irs letter, bank letter and an organized organizational structure. Usually, it’s like a workflow or like a flow chart diagram, or however you are structured for your organization. One thing that’s not called out here in the requirements field is the group officials tab. So this is where you would identify like authorized officials for medicare that we would need to be aware of anybody at the group level or organizational level that’s required for… signing contracts. So a contract signatory that we might need. So you would just add a group official here. And again, this is only one time on the group profile and then select the official type. If we’re doing any medicare enrollments, we definitely need an authorized official to be listed so that we know who we’re assigning those applications to. You can select multiple official… types if one person meets is a contract for all of them. But we just need first name, last name, official type, title and email address… filling out all of the other information. We just need, those key points.
Naomi Denson (24:54) We’ll take a look. Hey, perfect. Well… thank you so much for your time. I am looking forward to, you know, continuing to work with you guys, get you up and running. Thank you. Have a good weekend. Everybody. Have a good weekend. Thanks you too. Bye everyone.