Transcript
Jake Shubert (00:00) hey, josh, they’re joining the waiting room now. So I’m going to let them in. All right?
Jake Shubert (00:14) Hey, Helen. Hey, Carol.
Jake Shubert (00:21) How’s it going? How are you? Doing? Pretty good? How’s our week been? All right? I’m.
Hannah Marston (00:30) on a new laptop. So, I was crossing my fingers that I joined on the web. I don’t think I’ve downloaded the zoom app. So I was like, gosh, I hope so.
Scalenda (00:40) We’re so good.
Jake Shubert (00:41) New laptop because old one broke what’s the story?
Hannah Marston (00:46) No life cycle, which we try to keep, try to get new ones before the old ones break. So, I was in line to get one of the next ones. So it’s nice.
Jake Shubert (00:56) Yeah, that’s always the better outcome. I’ve been on the other end where I waited too long and just my laptop crapped out and you’re just like, well, what do I do? Now? I guess I just wait. So, yeah, that’s a better way of doing things.
Jake Shubert (01:15) And have we gotten a chance to meet before…
Scalenda (01:22) Are you talking to me? Stephanie? Yeah. Sorry, I don’t know why my name doesn’t show up on there.
Jake Shubert (01:28) No, you’re totally fine.
Scalenda (01:30) So, I work with Tracy peone?
Jake Shubert (01:32) Nice. Okay. It’s great to meet you.
Scalenda (01:36) Nice to meet you too. Yeah.
Jake Shubert (01:39) Without your first name showing up, I was like, I don’t want to just like randomly guess, I.
Scalenda (01:42) know when you started to hesitate, I’m like he’s talking to me.
Jake Shubert (01:45) Yeah, the dead giveaway.
Jake Shubert (01:52) and hey, Tracy, how are you?
Tracy Pion, Wood River Health (01:57) I’m good. How are you?
Jake Shubert (01:58) Doing good? I know we’re waiting on a few other folks, I believe Tara and Melissa, I believe should be coming or I guess Hannah, is Melissa going to be attending today’s? Call? Okay?
Jake Shubert (02:23) And what we’re looking at, I saw that I don’t think Ruby accepted the invite, which is totally fine. So I’m not sure if we should wait for Ruby or not either.
Hannah Marston (02:33) I think not. I mean, you’re recording this?
Jake Shubert (02:37) Yeah, yeah. So we can always share it.
Hannah Marston (02:38) If need be. Maybe we could record, share that recording with her. Yeah, I think if Melissa hops on that’s, great. But if not, that’s okay. Thank you. Cool.
Jake Shubert (02:53) So, I think it’s just Tara, we’re waiting for should we get started… I think so. Okay, great. Well, everyone. Thanks for hopping on the call today. So for today’s call, we set aside an hour to really do like a deep dive demo of our platform. Does the full hour still work for you guys? Seeing some head nods, Carol, Tracy, does that work for you guys as well? Yes?
Scalenda (03:20) Yes, it does.
Tracy Pion, Wood River Health (03:21) Perfect works for me. Okay? Great.
Jake Shubert (03:24) Well, yeah, we will start then here. And Stephanie, just for intros. I know you’re new to the conversation. So, my name is Jake I’m based in Portland, Oregon. I’m on the partnerships team over here at medallion. I’ve been working with Hannah Elena and now the rest of the team on figuring out, you know, how we can try to best support all of the centers and see if there’s a way we could better streamline the credentialing process and then helping on the call today. And honestly, the person who you will hear more of today since we’re doing a demo is josh and josh, I’ll let you introduce yourself.
Joshua Levitan (03:56) Yeah, pleasure to meet you. For our old friends. Pleasure to see you again. I ride shotgun here along with Jake. I’ll be running the demo, answering technical questions, going through process, all that good stuff.
Jake Shubert (04:08) Great. Cool. Let me share my screen real quick to do just kind of a brief refresher on what we’re going to talk about today. And then we’ll just jump straight into the demo without further ado. So, can you guys see my screen? Okay. Yes. Okay, perfect. Thank you.
Jake Shubert (04:26) So just as a brief recap, what we’re covering today is medallion, what we’re going to really be doing today is a demo of our platform focused on payrollman’s credentialing, privileging, provider onboarding, as well as reporting and analytics. I want to sort of just show the slides like a brief recap of sort of all the things that medallion does cover inside of our platform. So like I just mentioned, credentialing, payrollman’s you know, licensing if that was ever a need for anybody, you know, possible privileging possible applications, so on and so forth. And the idea of what we’re trying to do is take a lot of the monotonous repetitive manual tasks that are involved with credentialing, take those off of your plates and really automate them and streamline them and do that in a way that’s going to give you guys great visibility and control over the operations and also improve your turnaround times as well as the goal too. So we can get providers a network faster, but overall just providing a better provider experience. So providers don’t have to be as involved in the data capture and data sharing as well as increasing patient access because they obviously providers will be in network faster and can be in network for patients sooner.
Jake Shubert (05:38) So that’s sort of our idea of what we’re covering and what we’re going to be showing in the demo today. But Carol Tracy, any questions from your side or Stephanie being new to the conversations? Any questions on your end?
Tracy Pion, Wood River Health (05:51) Not for me not.
Scalenda (05:52) For me, either. No, no questions. Cool.
Jake Shubert (05:56) And then maybe my last question here before I pass things over to josh is just again for the three of you, are there any specific things you want to make sure we cover in the demo today? Like things you want us to highlight or really show how they work. We want to make sure this is as good of a use for your time as possible?
Tracy Pion, Wood River Health (06:14) I don’t have anything specific. I think that everything we touched upon last meeting was just stuff that we all need to look at. So, yep.
Joshua Levitan (06:23) I’m happy with that. Yeah.
Jake Shubert (06:24) That works and.
Carol Jurczyk (06:26) For me, I really want to see the platform working and the bigger piece on credentialing and then payer enrollment, but credentialing because that’s the piece we’re going to be replacing mostly right now.
Jake Shubert (06:41) Yeah, that’s super helpful. And then Stephanie anything from your side that you want to call out.
Scalenda (06:46) The credentialing piece is important for me. Okay?
Jake Shubert (06:50) Great. Josh. Anything else that we should cover before I pass the keys over to you?
Joshua Levitan (06:55) No, I think, I appreciate you asking that question, Jake.
Joshua Levitan (06:58) I think I just want to say like there’s a lot here to cover your organizations, touch every part maybe except licensing, but I think we had some conversation too about providers being hired from out of state. So licensing potentially in the mix as well. We might not get through it all today depending on how many questions we have, how deep we want to go. But I don’t want to worry about that. I want whatever section we’re covering for all of you to pick away with questions to like get as detailed as you want as in the weeds as you want. And if that means that we don’t cover every function of the tool, totally. Okay. We’ll have time to do that in later sessions.
Joshua Levitan (07:43) Okay. So with that, I do want to sort of provide an overview or a roadmap of what we’re going to look at in the demo to just let you know like where we’re going and how we’re going to take a look at things and what order we’re going to see things in. So we’re going to… did someone have a question? No. Sorry, it must have been feedback. All good. So we’re going to sort of break this into three acts of a play if you will. We’re first going to start by talking about getting data into medallion and storing that data in medallion. And we’re going to look at that from the provider’s perspective as well as from the administrator’s perspective that’s the first piece, right? If we think about this like logically we need data before we can do anything else. And we need information from providers before we can do anything else. So that’s where we’ll start the second scene will be doing something with the data. And this is where there’s you know, five sub parts which is credentialing payer, enrollment licensing.
Carol Jurczyk (08:54) You.
Joshua Levitan (08:55) know, caqh updates like that type of like downstream stuff where there’s a lot of like doing and actioning happening. So we’ll move into that next. I’ll focus on the credentialing piece first in there based on all of the feedback you just gave and then touch on payer enrollment. My guess is that’s probably will end the conversation today just based on time. If there is time remaining. We could touch on the licensing piece. We also could move into the third act of the play which is around reporting and analytics using the data and the information we’ve captured up to that point to create, you know, dashboards and visuals and information to help you and other leaders in your organization, stay informed on the sort of pace, speed and efficacy of the credentialing process as a whole. So that was my table of contents, I guess to start mixing metaphors here. But we’ll go ahead and jump in like I said, please feel free to interrupt or stop me with questions along the way. So first part of the process, when a provider joins your organization, we need data from them, they’re probably putting data into like an HR platform around how they’re getting paid. And we’re probably, you know, doing like basic stuff like that around HR, but then there’s a lot more of that around credentialing and all of this stuff. So just as they might get invited to, I don’t know like a workday or some other platform, we’re gonna invite them to medallion where they can come into medallion and create an account. It’s an email that we send to them. Looks like this except what we will do is throw your organization’s logo at the top and we can collaborate on this language with you. So that the communication they get is bespoke to you and your organization. But essentially, what we’re saying here is like this is the platform that we’re gonna do all of your credentialing pay enrollment et cetera, in it’s safe and secure. We need information from you. But we’re gonna try and make your life as easy as possible. And as the provider moves from the email into medallion, we bring them through a really targeted sort of like onboarding flow here, breaking down the steps to them, keeping it nice and visual and high level. So we’re gonna go ahead and get started. We need them to create a profile. And then we have a couple of different ways of starting the profile. Obviously, we want most people to use the caqh approach here, which is what we’ll show in a sec, where we link medallion to caqh to grab all of that information and use that as a basis or a starting point for building out the profile and the data. For whatever reason. If a provider doesn’t have caqh or it’s very out of date, they can also start by scanning their resume and we read the resume using technology and sort of use that to start filling things out. Or they could just like fill out all of the fields, you know, just typing data into fields. But obviously here our goal is to be quick to use automation to use technology, right? So you can see where we’re steering people towards this approach. In this approach, all our provider needs to do is give us their caqh id. We don’t need their username and password, which is different than some other companies in this space or vendors in this space. We leverage our proprietary relationship with caqh to be able to ingest all of the caqh data for any given provider triggered just off their caqh id. So they go ahead and verify that we confirm and we link it. Caqh is gonna move information over in the background. And then we go to the provider’s profile. And you can see here like this is what a provider’s profile would look like with very little data filled out 11 percent. We got all these different things left to do. But once the caqh link completes, we see this switch very quickly to almost all of the information being filled out. This interface that we’re looking at right here. This is the provider’s portal. This portal exists for them to log into whenever they might need to change data, add data, implement data and it exists in perpetuity. This is not like a one time thing that you fill out and it disappears. Their portal persists. As long as their employment with your organization persists… this is probably replacing. I know we have a couple different approaches that we had talked to last time about collecting data. But this process that we’re seeing right here, it likely replaces some sort of fillable PDF or emails back and forth and sharepoints with documents. I know personally speaking, my wife is a physical therapist. She switched jobs somewhat recently and her onboarding process was not this. It was a 40 email long chain back and forth with someone in HR about the right version of the document and this specific field. And it was painful both for her and her company. She was all excited about the new job. And here, she is like trying to figure out in which email it was referenced. That she needs this version of the document that was needed, etc… medallion. We want to get away from that entirely. So in this portal, providers can change information. Again. In this case, this provider, Naomi does not need to because we grabbed all of her information from caqh but they can change information and add information and everything is in here, basic information, professional information, their professional history licenses, like you name it. It’s all in here. We’re storing documents in here as well, which we often grab from caqh or we can upload directly into medallion by the provider. And when we work our way through this process, the final step here then would be to sign our attestations and agreements. We ask providers to attest to their data in medallion. And at that point, the provider is like good to go, right? They’re complete and we can move into act two. I’ll just pause there real quick because that was like a couple minutes of me talking. I know we have a bunch of different groups on the phone. You all have different ways of doing this currently… and I am happy to call on people, but that makes me feel a lot like a school teacher. So instead I’ll ask, for Zoa to go off mute and either ask some questions or more importantly share how you think this adds benefits or if you think you have concerns about moving from your current process of collecting data to this process that we’ve looked at right here.
Tracy Pion, Wood River Health (16:02) So far, I like it, I just have a question on the limited power of attorney. Does that suffice for? And I know we’re not talking about payer credentialing yet, but getting provider signatures for contracts and stuff like that in.
Joshua Levitan (16:18) Almost all instances, yes. And that’s why we ask for it, right? It allows us to submit those forms on behalf of the provider and sign on behalf of the provider. There are some, very specific instances where we cannot do that based on like individual states. I’m not 100 percent familiar with the landscape of like Rhode Island medicaid and if there is something we need to be concerned about there, but there are some very specific instances where this does not suffice. And I’ll tell you just one sec about how we would deal with those.
Tracy Pion, Wood River Health (16:49) Okay. Thank you. Yep.
Joshua Levitan (16:52) And Carol.
Jake Shubert (16:53) I think I saw you come off mute as well. I wasn’t sure if you had any feedback too.
Carol Jurczyk (16:56) Yeah, I’m interested in when this kicks off. Is it once we let you know a new provider signed an offer letter or how would this? Yep. Okay.
Joshua Levitan (17:09) It’s up to you. The most standard though is once they sign their offer letter, right? So we can get a jumpstart on this Carol, are you backdating… start dates from offer letters by like 90 days or 120 days or something to… run this process before the providers in house?
Carol Jurczyk (17:27) Yeah, we try. Yeah, yes. So if they sign an offer letter today, they may not be coming on board for between 60 and 90 days. Yeah, the only time we have specific rules is like some patients, some providers have to start at a specific date due to visa concerns, sure. So those are the only ones that we have real hard start dates on.
Joshua Levitan (17:58) Yeah. So your intention here? I think that what the spirit of the question is, exactly right? We want to get this done as soon as possible, right? So we can start the credentialing work and the parent enrollment work and hopefully have that completed before their start date. But you choose when this is triggered. And when this is sent out. So, you know, if you hired someone today and their start date is in 90 days, but, you know, they’re on vacation for the next two weeks, you don’t want to send this to them right before they go on vacation, you could trigger this to be sent in two weeks, you know, when, you know, they’re back from vacation, perfect and start the process then. Yeah.
Jake Shubert (18:30) And if it’s helpful at all too, when you invite providers, you can do that individually or invite providers in bulk as well. If you’re hiring in like cohorts or things like that.
Joshua Levitan (18:45) So, this was the sort of action screen here right where we go through and fill out data. Or in this case, it came from ceqh. We just need to read through and validate before we attest. But in the provider profile as well is an overview screen. And I didn’t actually save my attestation because I wanted to be able to show you this piece right here which is a task. So in the overview screen of this portal… this serves as our sort of primary point of communication with providers and we communicate with providers via tasks. Now, table stakes stuff, right? Every time there’s a task in medallion, we’re not just like leaving it in this portal. We’re also emailing the provider, and we’re gonna follow up on any of these tasks every three days until they are completed. In certain instances. If you choose, this is not required or enforced. But some customers want to do this. We can also follow up using AI voice agents or text messages on these tasks as well. That’s an optional service. But at a minimum, every time that I say the word task, we can correlate that in our mind, too, there’s also an email being sent to the provider and potentially to like their supervisor or you or someone on your team and that we’re gonna then follow up on that email until the task is complete… and tasks can really range. In this instance, Naomi’s task is that she needs to complete her attestation. There are tasks that are used to ask the provider to close gaps in data profiles. So let’s say there was something missing from caqh that we know we need for a process down the road. Our system is gonna identify those gaps and then automatically make a task saying, hey, please upload your two by two passport photo or something… like, let’s say there’s a gap in their work history and we don’t know if that’s because there’s an actually a gap or if because caqh is out of date, we might task them to update their work history and fill in something like that. Tasks also serve as reminders about things that are expiring, right? So if a license is expiring 90 days before that, we’re gonna push out communications both to your team and to the provider about some sort of event like that. And again, the provider can log in here into this portal whenever they need, as long as they are your employee. That being said, most don’t and that’s sort of by design like the ideal workflow here is that the provider logs into this portal once when they first join your organization. They review the information they attest, and they are not back in here until 365 days later. When we want them to attest. Again… in the meantime, if there is anything that’s missing, like they’re gonna get emails, right? Like they don’t need to live in here. It’s a great tool. It’s a modern tool. It’s very clear and easy for providers to understand what’s expected of them.
Joshua Levitan (21:57) But, you know, we want to make this quick and easy. And to that point, there are over 100,000 providers who have used medallion in the last year. The average time across those 100,000 providers that it takes from when the provider is invited to medallion to when they are green check, 100 percent data complete is two days. I’ll be clear that’s an average, right? It means 50 percent of people take longer than that. 50 percent of people do it quicker than that. There are always going to be providers who are less technologically savvy, or in my example before who happen to be on vacation when you send this to them. So we are in no means, you know, I want to be realistic. We are in no means guaranteeing that every provider is going to do this in two days. But an average is a really important data tracking point. And I would ask you all to think about the average time it takes you to get information from your providers right now. And if we compare an average to an average in two days is better, then we can start to think about, you know, there’s speed ups in the process. We’ll talk about throughout this demonstration. But the first sort of point of value and point of getting credentialing, pay, enrollment, and everything else done quicker so that we can provide care to the community quicker and so that we can start billing quicker. It’s all a time based function. The first point of reduction in that time is by leveraging this tech forward approach to gathering information which includes the caqh profile upload, and then portalizing this and getting it out of like PDFS and emails and share drives and all of that.
Joshua Levitan (23:41) Quick last comment here is this is all optimized for mobile. So especially for more technologically savvy, I mean, providers, I know, I myself like I find myself doing almost everything on my phone when I’m not working. So we want to make that experience the same for providers. They can fill out their information. They can upload documents. They can sign forms all directly from their mobile device and medallion renders properly. It looks great. It’s not an app. It’s a website that they would go to on their phone, but, you know, it allows them to like let’s say they get that email about the task and they click on the link to do that task, pull up right on their phone, complete it, upload something and they’re good to go.
Joshua Levitan (24:36) Any questions about this piece? Would two days as an average if you had to try and guess or if, you know, your average right now, would that be a small improvement, dramatic improvement from… what you see right now?
Carol Jurczyk (24:58) So, for us, it would be a pretty big improvement actually.
Jake Shubert (25:04) What does it look like today for you guys?
Carol Jurczyk (25:08) So initially, when we get this information, it’s usually done via… email… and it does take them a while. It does take them a while to get back to us sometimes. Yeah, like.
Jake Shubert (25:27) A week, two weeks, something around there.
Joshua Levitan (25:28) Yeah, yeah.
Jake Shubert (25:31) Tracy, how about you? Or? Sorry, Stephanie, I saw you come off mute. Yeah.
Scalenda (25:35) I was going to say this would be a big improvement for us too. The example that you gave about the emails back and forth with HR that made me chuckle because that’s me.
Joshua Levitan (25:45) The back.
Scalenda (25:46) And forth, the emails you didn’t attach the right document. This is missing. So this would be a big improvement.
Jake Shubert (25:53) Yeah. Nice. And Ruby, I saw you join as well. Just sort of curious if you had any insight on your current process or how long it’s taking for you?
Joshua Levitan (26:02) I don’t not at the moment. Yeah.
Jake Shubert (26:04) No, no problem. Cool. Josh. I think we can skip ahead past provider onboarding, and move into maybe credentialing or pay enrollments. Yeah.
Joshua Levitan (26:17) Jake just wanted to do a quick bit on just the storing of data and the tasks. Oh,
Jake Shubert (26:23) yeah. Yeah. That’s important for sure. Cool.
Joshua Levitan (26:25) Okay. So I just switched here. We switched lenses and now we’re looking at medallion from your perspective. This is what you and your team members would see, right? Everything up until this point was the provider’s view. Now we’re looking at your view. So we’re going to start here. Like when you log in, you’re often brought into the home screen which has actions and call outs for your attention. So this sort of helps you manage your day or into the tasks screen. I like to call this out. All of the times that we are sending those tasks to your providers. We can CC like their manager or you like their HR or onboarding contact or someone on those emails as well. But oftentimes our customers find it’s really helpful to actually see all those tasks. In this view. This is across the entire organization, all of the tasks. And you can see here, there are a bunch that are tardy, you know, look not every provider is going to be on top of this. And there is certainly a huge value that you can all provide like if this task has been created 30 days ago and it’s still not complete. That means medallion has emailed this provider, following up on this task, no less than 10 times in that time period and they are still not doing it. So there is a still a use case, right? For you and your team to maybe pick up the phone and try and give them a call or use some other communication channel to help reinforce it. The hope is obviously that the amount of time you know, that you’re all doing of that back and forth goes down dramatically. And what your sort of role in this data collection process morphs into is being a really important escalation point that can focus on like those providers that are really struggling with this process or might be less technologically savvy, and all the providers that do it self service. You don’t really ever have to worry or think about… as we move through here too. You know, medallion now becomes a database for some of you. This might replace your current tools like credstream for some of you. This might replace spreadsheets, but medallion is now hosting or storing all of the information on all of your providers, right? Like super high level here, we can see like, you know, what groups are they affiliated with? What practices are they affiliated? With? What state’s they licensed, sort of high level information. But if I click into any of my provider’s profile here, there’s a ton of detail and this detail is unified and in one single place. So first, like you have access to all of this looks exactly the same as what we saw in the provider profile. You can make data changes in here as well. The provider will eventually need to like reattest to those, but you can change data or add documents again in that example of like a super un technologically savvy provider who like just doesn’t comply with the process at all. Like you’re a fallback here. And then there’s all sorts of other. We’re gonna talk about like specific sections of this in the next piece around verifications around payer enrollments, but you have information on everything related to this provider in one place. So what privileges do they have? What payers are they enrolled with? What locations do they go to their licenses verifications, et cetera. And just to pop in here as an example, like in licenses, we’re validating and verifying these licenses, we’re validating and verifying the expiration date for you. We know if these are compact licenses et cetera. And we know when they expire, right? So we’re gonna then push out expirables tracking, which is actually there’s an expirables tracking dashboard in this screen that I didn’t show before, but where you can see all of the expirables in one place, you’re also gonna get notified and emailed of things like expirables. I’m gonna go through like the verifications and the privileging and the payers piece in the next section. So not gonna necessarily show it right here, but just know that everything we do in any other part of the tool for any of those processes is saved, cataloged visible in this place. So if you need to look at or you have a question about something related to a specific provider instead of a type of process, the information is there and ready for you at your fingertips.
Joshua Levitan (30:45) All right. We all good with this piece. Any questions before we move forward?
Carol Jurczyk (30:52) Go ahead.
Joshua Levitan (30:57) All right. So we’re gonna walk through the process of credentialing a provider and awarding them privileges. So we can come into our privileging tab here. And what all that your team needs to do is start this process and then sort of shepherd it forward. What you don’t need to do is actually pull primary sources that’s where medallion’s automation comes in. So if we’re gonna do an initial new appointment here, we can select the provider. We can select the entities… that provider needs privileges at… medallion will take your dop forms as they exist currently, but upload them to be digital and in here. So we can select the privileges that this provider needs. This will trigger a notification to confirm to them that we’ve selected the right privileges. And they’ll also need to sign a dop form to answer the question. Tracy. I think it might’ve been yours before about like power of attorney and their signatures. One of the examples where we don’t always apply their, like where we don’t apply the signature for them would be, for example, like on a dop form, right? We’re actually going to route that back into that portal and they can E, sign it in the portal, but we’re not going to apply the signature for them. Okay? So we go ahead and we select the privileges. And then we go ahead and we hit… submit is the magic button in all of these instances. And that starts the process. We would see that provider in progress right here. And we will begin to see their PSV report start to show up. And we’ll begin to see their packet start to be generated. Now in progress means not all their psvs are complete. Yet… the vast majority of these, like where we can automate, we do automate. So, when we’re talking about like license verification, malpractice, and all of sort of the sanctions and federal lists. Like we can grab that information either using portal scrapers or API connections with these databases and just return those instantly. There are oftentimes then pieces. And there’s probably a conversation that we need to have about how each of your organization handles things like peer references, or case logs, and quality logs, or work history validation in a lot of instances like we’ll actually do that outreach for you. So like medallion can reach out to their references if you’re doing that already on your own right now, and you want to keep that process the same and then just upload the data as well. So it’s included in the packet that’s okay, too. I’m not. Going to go into too much specifics here because every organization is a little bit different on like how you deal with, you know, some of those more like they’re technically psvs but they’re not really psvs. They’re more of like additional things that we’re putting into the packet for review. But what’s important is like you never have to go and run any of these that we see right here again. So, all of the time that you might be spending right now going into a federal database, looking something up, screenshotting it and then saving that and putting it in a packet goes away, and,
Jake Shubert (34:16) if I remember correctly, I think Kyle specifically, you mentioned you are doing that manually today, right?
Carol Jurczyk (34:21) Yeah, we run all of those ourselves manually. Yep. Yeah.
Jake Shubert (34:25) And I imagine doing that for every provider is probably pretty time consuming.
Carol Jurczyk (34:29) It can be, yes, it.
Joshua Levitan (34:31) Can be.
Carol Jurczyk (34:32) That’s exactly what we’re doing though we run the npdb, we run oig, Sam, then we’re screenshotting initialing, and dating, and.
Joshua Levitan (34:41) getting.
Carol Jurczyk (34:43) that whole thing in and,
Jake Shubert (34:45) Tracy and Stephanie, are you guys doing that manually as well today?
Scalenda (34:52) Sometimes… we do have some of this outsourced. We have it outsourced already, okay? But most of the time it’s not timely. I’m not receiving it back timely. So I’m doing the work again.
Jake Shubert (35:04) Yeah, I remember the sort of situation with the outsourced vendor, but I wasn’t sure if they were doing that for you guys or not. Okay. Cool. Thanks. Sorry, josh. I’ll pass it back to you. Yeah.
Joshua Levitan (35:14) Matt brings up a really great point, Jake medallion, like our goal at medallion is to focus on outcomes, right? And part of the value prop that we offer. And the way we look at this market is we are putting in our contracts slas, where there are ramifications to us if we don’t turn around information like this in a timely fashion. So if we exclude anything that needs like a peer reference, let’s take out of the equation for right now because that’s a little bit harder because we need someone to fill out a peer reference form or call, if we exclude that out, all of the other checks that would go towards like a joint commission style packet. We’re guaranteeing that we’re going to have those all turn around for you in five days. And we’re averaging about half that… included in that process. Is not only our automation that grabs these initially, but a human review. We’re an ncqa certified cvo, ncqa still dictates that even if cvos are using automation to grab primary sources, a human has to quality review each one and double check each one.
Joshua Levitan (36:18) And that is part of our service and built into that timeline. If we, like I said, if we don’t miss that you don’t pay for that bit of work, and if we regularly don’t miss that you can get out of the contract, that doesn’t happen. We put our money where our mouth is not because we want, like we put our money where our mouth is to like instill trust and prove that we’re going to do this, right? So, like we talk about getting out of the contract doesn’t happen, but it’s always there as an option and it’s much more of an insurance for you and for leaders in your organization than other outsourced vendors that don’t have any teeth in their contract. And I think you were just describing that situation where like technically they’re supposed to do it, but they don’t do it quickly. So you end up redoing it, right? Yeah. What’s the point? Huge, huge. But we could talk for 20 minutes about how annoying that is won’t, be happening with us because we’re guaranteeing these outcomes in X amount of time. Okay. I’m going to keep on moving forward here. I’m just giving myself a quick time check. We have 22 minutes left. So I’m going to keep on moving forward with this process. Once all of the psvs are complete, this row will move from in progress to… ready is a staging bucket. Again, at this point, we’ve ran all the psvs and we’ve verified them.
Joshua Levitan (37:37) But what we want is for all of you on the phone and your peers to be able to review this information before it goes to committee. Now, some organizations do this, some don’t I’m curious if you do or not, but like we want the opportunity at least for you to be able to look through the packet, take notes. And then if you do run multiple different committees or like a hierarchical committee or like a clean and a needs review, this is where you can come in and choose that routing if you don’t and it’s one single committee that’s fine too… just in the interest of time, I should go and ask you all how your committee is run right now, but we can grab some of that information later because I want to be able to show a little bit more of the demo here. But what you or your team would do is first of all, like medallion is going to give you a little bit of a clue, right? So if we found something on the malpractice insurance record here, we’re going to flag it. We’re not making a termination. We’re just flagging it. And then you can open up the packet and click through again all of the elements of the packet here. So we can see all their licenses. We can see the screenshots, right? Just as you’re doing right now… and you can like go through this and audit it. And then you can make notes. These notes show up when we pass this packet on to committee members as well, all team members, you, all of the committee members, anyone on the admin staff all have access to this notes section right here, which the goal is like, you’re probably you still need to run a committee meeting and you still need to take meeting minutes and document all that. But we just want to help make this a more collaborative experience where like if people have time to committee members or you to review the files the night before the committee meeting and do a little bit of pre read and jot down their notes. We want that to, we want to facilitate that. And then we want the ability for everyone to be able to view those notes. And while these packets live like in this interface in this screen right here, where you can open and view and all this stuff if you prefer or any of your colleagues prefer to download this and view it in like a more traditional like PDF based packet. You can do that as well by clicking download right here and you’ll get that in, you know, like your standard 15, 20 page PDF… hopefully not longer. Although I have seen 400 page packets because there are 300 pages of case logs that’s not fun. So… that’s the process in here. And then you decide basically if you want to route this to whatever committee and we’re not asking you to change your committee structure again. I should pause but in the interest of time, I’m not going to whatever your committee structure is. Right now, we build that into medallion, whether it’s like hierarchical committees passed from one committee to the next to the next, whether it’s you know, if it’s a clean file, we fast track like whatever that is. We accommodate like sort of that committee architecture if you will. And build that out in medallion just to help you route the process. Once your team does the review, maybe take some notes and then sends it to a committee. That line moves to the committee tab right here. Now, we can set some filters on like which committee. This is right? So if you’re only a member of one committee, you only want to see those great. But this is where the committee member actually logs in and the committee member if you choose, can be an active participant of this in medallion where they do the same thing, right? Open up the packet, write notes, download if they want. And then I don’t have an example of it here because I don’t have permissions. In this instance, I’m set up as an admin, not as a committee member, but you can actually vote directly in here. The committee members can. I will say there are some committees that still prefer to do a hand vote and record that in meeting minutes in a conference room. And if that’s the case that’s okay, you can just have like one person here… who like just like, you know, and then in the notes document, these people voted, yes, these people voted no. And just one person actually clicks to like sort of record that. But Carol, I saw you put your thumbs up like we do find that the, you know, certain committees actually like it instead of like when they’re all sitting in the room, right? They all have this open on their screen. Maybe one of them is projecting as they pull this up on a, you know, on a zoom meeting or on a projector. But then everyone can come in here and vote. And when you do that, we’re going to log who voted in the timestamp and the date stamp for compliance reasons as well.
Carol Jurczyk (42:20) I like that. I like the fact that they have a chance to review beforehand too.
Joshua Levitan (42:25) Yeah, yeah. It’s a common thing we hear is like they want that ability, but like you’re so busy and your team members are so busy like putting out fires or redoing psvs that you don’t have a chance to send them like.
Carol Jurczyk (42:37) The agenda?
Joshua Levitan (42:38) And the packets until like, you know, seven PM the night before and they’re at their kid’s soccer practice. And so like this is the whole architecture. This is like, it’s not any work on you, right? To be able to make sure that this is visible for them, you need to do the review and the ready step, but you don’t have to like get that whole big pre email out to them, you know, a day or two before to keep them informed, which keeps them efficient and keeps you efficient.
Carol Jurczyk (43:06) I do have a quick question on the packet. Yep. Are we able to say what goes into the packet? Yes. Okay. Yep. A.
Joshua Levitan (43:20) Common step like a couple meetings from now, and we would do this a little, maybe a little bit more individually with each of you. But like I’m going to ask you for a copy of what your packet looks like right now, whether that’s just like a checklist of all the psvs or the packet itself… you know, your packets as fqhcs are bigger and have more checks and more things in them than other organizations. And so we want to make sure we at medallion know that right now. And so we can already start to like record that information. And I have a place where I put this so, you know, if this all works out, and we choose to move forward with this, like, when we set medallion up for you, we provision each part of the packet correctly?
Joshua Levitan (44:01) I use the term joint commission. I don’t know technically if you’re joint commission, CMS or the, I forget the name of the other standard that I’ve had fqhcs tell me before, but we say joint commission to really just mean like the most intense form of a packet with all of the bells and whistles possibly in it. If some of those are not necessary, we just remove them.
Carol Jurczyk (44:26) All right. We follow that. It’s got to be under hrsa.
Joshua Levitan (44:29) Yeah. Hrsa, that’s the word I was looking for yep. Thank you. And I was literally just talking with a rural health center who’s not an fqhc but is a rural health center. And so they’re under the same standards. And I was talking about hrsa this morning and then completely forgot the acronym. All right. So after the committee votes, then it goes into closed enclosed and existing. I actually don’t know if I have any enclosed here but we can look at existing in existing. This is where we have records of all of this. There’s also a privileges lookup function. So this would be used maybe by like a scheduler who needs to go in and check a provider’s privileges before scheduling a procedure or something like that, right? So same information exists here as it does in like the closed, but it’s just a little bit easier to search for like either, you know, the deal, you can search at the privilege level at the entity level or at the provider level and find what you need. And that’s it that’s the process. Makes it look so simple, right? When we talk about it like here. And we all know this is not a simple process.
Carol Jurczyk (45:32) But,
Joshua Levitan (45:34) yeah. So, the takeaways right? Are in app committee management. Hopefully, it’s hard to like actually put a dollar value of Roi to that, but it’s a thing that helps everyone stay organized and give you a little bit of time back and keep everyone working from the same place. And then more importantly, sort of the dollar value and the hard facts in here is five day contractual guarantee to turn around these packets based on our automation of the primary source verification process with an average of we’re averaging less than five days, but five days hard guarantee in the contract on every single packet for every single provider in your organization… wow.
Jake Shubert (46:21) So, we’ve got about 13 minutes left in the call. And I guess josh, I’m not sure if we’re going to have enough time to cover like payer enrollments and reporting and everything else. Josh, I guess Chris, you think here’s a good stopping place for the demo. Is there anything else you want to show on today’s? Call? I?
Joshua Levitan (46:38) Want to leave you some time for next steps and follow up, Jake, but I do think we could probably spend like five to seven minutes on payer enrollment at least to start it because I think that’s an important as long as I’m not in too much of your time for follow ups and next steps at the end. No, no.
Jake Shubert (46:51) That sounds great. I shouldn’t want you to feel rushed, so that works.
Joshua Levitan (46:54) Jake knows me well, he knows I’m a long winded individual. I always preface these calls by saying we might not get to it. And then you all ask great questions and I sometimes have a tendency to repeat myself.
Joshua Levitan (47:06) And here… we are. Okay. I’m just going to plow forward then to talk about payer enrollment at the end here. So payer enrollment, whatever logical process you do this in like if you want to run all the committee stuff first and then start payer enrollment. Great. That’s up to you. If you want to start all at the same time, that’s up to you as well… similar story here, which is the work that your team has to do is really making the request of medallion. And then we do all the heavy lifting. The theme here is that we want to turn all of you into superheroes, that can be 10 times more productive and that much more important to your organization. And you’re still in control of the strategy and you’re still orchestrating the work. But we’re doing the manual repetitive piece. In the case of credentialing, right? We just saw that where like the manual repetitive annoying piece is like going to MPD’s website a 1,000,000 times and screenshotting and dragging that into a PDF in payer enrollment. That manual annoying repetitive piece is filling out payer enrollment applications and making follow ups whether that’s via call or email to check in on the process of that. So let’s take a look at how this works. When we come to request new payer enrollment, we can do group enrollments and facility enrollments as well. I think the facility enrollment piece is usually important for fqhcs but we’ll talk about provider for the demo purposes. Right now, how this works, we can do multiple I’m just going to select Naomi right now. We want to get Naomi enrolled. We know the tins, if any of you are managing multiple tins, right? We can accommodate that. We know the tin she’s associated with. We know the states that she is licensed in. And then when I click Arizona, I see here that there are a number of plans where community health center is enrolled. I’m just going to go ahead and select all of those. So all the group contracts we have, I could go and select from any payer on the list here. But like obviously, that’s going to create issues if we don’t have a group contract. So we make that really easy. Just select all button here. We know we’re tracking over here in the group profile when we sort of set you up in the system all of your group contracts. We just want to denote lines of business that we’re enrolling in here. And then we want to select the practice locations, really important for these enrollments, right? I’m just going to go ahead and select all practice locations for all of these enrollments. Some quick details here. We want to show these enrollments in the payers public facing directory. And we want to request an effective date that’s nice and aggressive. And we go ahead and we add in some notes. And then we hit… submit is the magic button here. Submit. Oops. Sorry, I keep on changing the screen in the background without realizing it. Submit is the magic button. Think of this as like your staples easy button. When you hit submit, what you’re doing is tasking medallion to do all of the hard work that comes after this meaning, filling out the portals and then doing the follow up. So one of my examples in here was Arizona blue cross blue shield. Once I hit submit, what you can imagine happening in the background, you don’t see this, right? It happens entirely in the background. But what you can imagine us doing is first we’re actually going to write back to caqh. So if caqh does not match medallion, we’re assuming medallion is the source of truth, but we know that the payer is going to pull caqh when they do their credentialing. So we need those two to match. So if like the provider changed their address or something like that, let’s say they got married, changed their name to medallion. We’re going to push that information back into caqh. The next thing that we’re going to do is fill out the actual payer application. And that is for most payers, not all because some are still using paper processes, but for most payers, especially our big ones that have portals that is an automated process. So take a look here. Once this video loads, this is a screen recording of a bot that medallion built and you can see that bot going through BCBS of Arizona’s portal just as you would fill out information, uploading documents, working its way through and then ultimately submitting it. But again, this is not what you’re doing or it was what you were doing. You don’t have to do this going forward and you’re not even seeing in medallion this pop up. This is just all happening in the background on your behalf. It’s manual repetitive data entry that we can automate. So this process runs, right? And what I think is important to note here as well is we’ve cataloged at? Medallion, 1,100 payers across the country. So pretty much all, sometimes there’s like a small ipa or aco that we haven’t worked with before. But if we haven’t we will add them to our database and do all that research. And when I say catalog, what I mean is we have a team of people with resumes and backgrounds very similar to all of you but who work for medallion and their whole job is to understand every payer enrollment process for all of those 1,100 plus and growing payers across the country, document those processes document, you know, is it a roster that we use to submit enrollments? Is it a portal? Is it like New York medicaid which up until two months ago needed a wet signature on a paper form, right? All of that knowledge is stored and updated and maintained by our team members. And that information in like the catalog or the repository is what then trains and teaches the automation on how to do this. One more note here. It is impractical in a regulated industry that is, you know, has a lot of old school practices like US healthcare to do this 100 percent by automation. We don’t believe that will ever be possible. We hope it will be. But we are very sort of cognizant of the reality that there are times where we need humans in the loop. There are processes that physically cannot be automated or for compliance reasons or escalations, we need humans in the loop. So, while automation is the underpinning of this system, we have a team of experts again, the people that do the research. And then other people like this that can step in on a moment’s, notice and do one part of a process that can’t be automated or take over if the automation needs a little bit of retooling because the payer changed their portal or help sort of create quality control measures. And we’re always checking to make sure that what the automation is doing is happening correctly. So the approach is automate first but guarantee quality and backstop. All of that work with a team of experts who have years and years of experience doing this. You know, the traditional way that they can leverage and pull from… the same goes for follow up. We manage follow up on your behalf. We increasingly use AI to do that. AI phone calling agents have gotten scary good. There’s a good chance you have all interacted with one without even realizing it. I know I have, I called, I forget who it was the other day and I didn’t realize until three minutes into the conversation, I was talking to an AI. We use bot like tools like that to for example, call the payer and check up on the enrollment. We’re using emails calls and we’re scraping portals as sort of these follow up methods to see what’s going on once we submit the enrollment. So that is now work that does not have to be done by you. You never have to pick up the phone again and call a payer and say what’s going on. Have you received the application? Where are we at in the process? But just like the actual submitting of work, our humans are also available in backstop like that AI phone call and automation. So if we think something is like escalated meaning, we know that this payer usually takes 60 days to return a par status and it’s been 70 days and we’re following up via a phone call, but we haven’t heard anything back yet. Like we’ll consider that an escalation, and we’ll actually task that to a human who can jump in and continue to double down on that process. So similar approach there. The last thing I just want to cover in this conversation is that the next piece of this is like visibility, right? Like we understand this is such a core element of your business. And the worst possible thing that can happen to all of you, maybe besides medicare cuts is denied claims. And with you trusting us with this, like you need to be able to trust us. Part of that trust is the slas, the other part of that trust is visibility. So, these are all of the rows that have already been requested where medallion is actively working on them. And you can come in here at any time and in a live environment, see what’s happening. So right off the bat, like domino’s pizza tracker, high level, what’s the status of this enrollment? Moving across here, you can see what tasks medallion is doing next. Is there a follow up call scheduled three days from now that we’re going to make on your behalf? You can see notes. Sometimes these notes are recorded by our AI agents. Sometimes they’re recorded by our human agents. And oftentimes we’re screenshotting things in these notes like for example, this is a screenshot of an email that we received saying the application was submitted in these notes. We’re also going to post proof of par status at the very end of this process. When we get par status, if there’s like a welcome letter or if we confirmed par status via email, we’ll screenshot the email. If we confirm par status via phone, we’ll put a note in here with the date of the phone call, the reference number that the insurance agent gave us for follow up like as much data as we can to quote, unquote prove par status so that if you do have denied claims down the road, you can come right here into this and you can pull up the information that you need to adjudicate the claim assuming it was denied for provider not network. And we know that that’s wrong. We even take it so far as if we come in here. You can also, I should mention like related enrollments or dependent enrollments, we’re gonna track if there’s multiple steps here. And what I mean by this is like let’s say you used to enroll in medicaid before an mco, we would see those tracked as a related or a dependent enrollment. And we’ll task that out for you. We’re not gonna start the mco enrollment until we have the medicaid enrollment done. And in this piece as well, like you can literally, you’ll be able to see every email we are sending and receiving from the payer, all for you to view. So, the name of the game is visibility. There’s. Obviously a lot of visibility that we can talk about in a later session in analytics and reporting. But like right here in the system of action where you are making requests, we are giving you as much data as we can possibly expose so that you know what’s happening and you’re confident that the process is moving forward. And if you get questions from leadership, you can answer them. I think now is.
Jake Shubert (58:12) A good place to pause. We’ve got about a minute left just, I guess real quick. Do you guys have a hard stop in one minute? Or do you have like two or three minutes just to go over to chat about next steps?
Tracy Pion, Wood River Health (58:21) I have to drop, but Tracy is on. So she’ll be here. Yeah, I have time and Carol, oh, you have to drop too. No, I have time. Okay. Oh, okay.
Ruby L. Ascencio (58:31) Great. I also have to drop, but I’m.
Carol Jurczyk (58:34) sorry, I also.
Ruby L. Ascencio (58:35) Have to drop, but I would appreciate if you reached out to me. I’d love to have a demo for our HR person and our credentialing folks so that they can see this firsthand.
Jake Shubert (58:43) Yeah. And Ruby, we can also share the call recording if that’s helpful and they can view it. Yeah, no problem. Thanks, Ruby. Thank.
Ruby L. Ascencio (58:49) You. Bye, everyone.
Jake Shubert (58:50) Bye.
Joshua Levitan (58:51) Sorry, Jake. I took too long. I said I was going to leave you to do one. No.
Jake Shubert (58:55) Josh, that was super thorough.
Jake Shubert (58:57) You’re totally fine. But I guess just real quick, Tracy, Carol just sort of curious for your feedback overall on the platform.
Carol Jurczyk (59:05) Yeah, I’m kind of amazed at the payor, what can be done on the payor side? Payor enrollment? That to me is a very big time saver. Just curious. Are you in Rhode Island with Rhode Island payors now too? Yes?
Jake Shubert (59:24) Yes, we are.
Carol Jurczyk (59:25) Only because I’m just thinking like blue cross, they have that first step of requesting enrollment and then they tell you whether the provider is already enrolled with them or they’re not enrolled. And you need to fill out these forms and they send those over. So, I’m assuming that you would deal with both pieces that’s.
Joshua Levitan (59:46) a great example of the type of process that would be laid out in those guides like the payor repository where we document this is how blue and RI, does it. And so here’s our process to work around how they, or to work with how they do it. Okay? Yeah.
Jake Shubert (60:02) And then Tracy, curious for your feedback as well.
Tracy Pion, Wood River Health (60:05) I really like the visibility of everything. I did have a question regarding dental payers, you do that as well, correct?
Joshua Levitan (60:13) Yes, yes.
Jake Shubert (60:14) We do support dental. Yeah, okay.
Carol Jurczyk (60:17) Yeah.
Jake Shubert (60:18) And know that would definitely be important for you guys. We should have called that out earlier, Tracy. Good question.
Joshua Levitan (60:23) Awesome. Well, I.
Jake Shubert (60:25) guess I just wanted to sort of touch base on next steps. Something that I know we would love to do is josh mentioned start looking at your credentialing packets to make sure we’re sort of mapping those internally for us. So if it’s possible to share a.
Carol Jurczyk (60:39) Sample.
Jake Shubert (60:40) credentialing packet, that would be extremely helpful beyond that, josh. I’m thinking next steps would be us maybe sharing like a scoping and sizing questionnaire just so we can make sure we understand the volumes for each organization. So we’re building towards that as we think about pricing and sort of long term support. Josh, is that kind of what you’re thinking about for next steps as well? Yeah?
Joshua Levitan (61:03) Definitely. I think that’s an important next step. I also think I think we should lean on all of you to figure out like at what point is there the need to sort of sidebar some of these conversations versus keep some of this, you know, streamlined? And I think Hannah, there’s a conversation that Jake and I should have with you as well about that… typically as Jake said, like from here in the process, like what we want to do is give you a sense of how much this is going to cost, but also the value that you see from it. So we like to ask you for a lot of information that helps us build out what we call like a value case which is very simple math around like if you save X, number of days and what are your costs right now? And what does it mean for the business? So that as you socialize this, if you choose, you know, with leaders in your organization, it’s not only like here’s a really cool tool, but here’s a really cool tool that’s going to help our organization in these three specific ways with numbers and proof behind them. But I think that process might potentially Jake and Hannah be done best in sidebars.
Jake Shubert (62:11) Yeah. And then Hannah, also we could work together on figuring out what the contracting organization path you guys prefer. Is it right to handle this on a parent level? All that kind of stuff? We want to be collaborative partners with you? So we want to take your feedback and then apply it best. So that’s not something you need to decide on today, but like whatever direction you ask to decide on, we want to make sure we’re supporting that too. Is that helpful? Yes?
Carol Jurczyk (62:39) So, I know that our CIO actually was working with someone at medallion last week.
Jake Shubert (62:48) Oh, really? And he happened?
Carol Jurczyk (62:50) To mention credentialing? So he reached out to me and said, are you looking at stuff like this? And I said, well, next week we have a demo on it. So I said I’ll bring you in if everything is working. Well. One of the things I, one question I did have was how do we get our current staff uploaded?
Jake Shubert (63:11) Yes. Oh sorry, josh. Yeah, we’re.
Joshua Levitan (63:14) probably about to say the same thing. Jake. Yeah, we can definitely, I think we can have a high level conversation with everyone about this if everyone has that same question. But look, the truth is like there’s a lot of data to move over. So this takes time, but it doesn’t take incredibly long. I mean you guys are on credstream right now. I don’t know if you’re right? Carol, you’re yeah. So I don’t know if you remember like we hear from customers that credstream can take like 12 months to set up. We’re not talking about that.
Carol Jurczyk (63:41) It did. Yeah.
Joshua Levitan (63:42) We’re talking about, you know, realistically 12 to 16 weeks. Medallion itself is like turning on medallion takes a day training your team takes, you know, can be done in a week. What accounts for the rest of that time is making sure that your current data can be moved into medallion in a way that like is accurate, right? So what we don’t want is for you to put bad data in the system or data that you’re not sure about in the system because bad data in means bad data out. So truthfully, the bulk of the implementation timeline is a collaborative process of cleaning and normalizing your existing data, but we do not want to rush that. And we want to be very accurate about the time that takes and the effort that takes. Because it is so fundamental to making sure that you receive value out of medallion a year from now, five years from now and 10 years from now. And the best way to ensure that happens is to make sure that when we are ready to put data into the system, we are all comfortable that it is good, clean accurate data.
Jake Shubert (64:50) And the only thing I would add there, josh, I think hit the nail on the head is just that’s thinking about the holistic go live including historical data for new information, right? New providers are onboarding or existing providers who need new privileges or new enrollments, that stuff can happen almost instantaneously with medallion. So in the first few weeks, we can still start that work to support new things you guys need. It would just be the full implementation of historical data that would take that 12 to 16 weeks. Okay? Yep.
Carol Jurczyk (65:21) So, the other thing the other question I had just thinking of pieces where we work with HR, we work with employee health.
Carol Jurczyk (65:30) We work with my team. Is there anything in there to capture the employee health part, the requirements for vaccines and all of that? Yes?
Joshua Levitan (65:43) Like immunization? Yep. Okay.
Jake Shubert (65:46) Yep. Another great question. Okay. Well, to be conscientious of time here, I would Tracy, Carol, Hannah, I would love your feedback on this. I think what we can do is josh and I can create kind of like a broad scoping questionnaire with a bunch of questions that would help us gather data. We can send that to the entire team. And if there are questions that don’t apply to certain organizations, they can just leave those blank but everyone fills out sort of what is applicable to them. And then Hannah, maybe me, you and josh, and obviously, Kyle, Tracy, you’re more than welcome to join as well. But maybe we set up a separate sort of sidebar talk just to talk about like what you’re thinking in terms of sort of relationship in terms of will this go through Ryko? Will this go through each individual organization? How the best way we can support that is, and then we can have another conversation with the entire team after that, where we would sort of review the scoping inputs, answer any outstanding questions. Show anything else on the platform folks want to see? I mean, make sure we do sort of that final technical validation before we move into like pricing or Roi things like that kind of those bifurcated steps. Does that sound pretty good to the three of you? Yeah.
Carol Jurczyk (66:59) That’s fine.
Jake Shubert (67:00) Yes. Yeah. And Hannah, I’m seeing some head nods too. Okay. Cool. Thank you. Yeah, no problem. So josh and I can send over the scoping sort of questionnaire next week. And then Hannah, and again, Kyle, Tracy, you’re more than welcome to join as well. But Hannah, is there a day, maybe Friday of next week that would work for you?
Hannah Marston (67:23) Hopefully next Friday, I am not in the office. I’m actually out Friday to the following Tuesday.
Jake Shubert (67:30) No problem. Maybe. Oh, sorry. I was going to say josh… you know, what time you’re back on Thursday? I’m not going to be in Austin. So I’m around the whole week. Oh, yeah. Okay. That works. Okay. So Hannah, can we look to maybe later Thursday? I have a flight in the morning on Thursday, but maybe later Thursday afternoon, if that works for you?
Hannah Marston (67:55) Yeah, I’m available from noon on. Okay. How about?
Jake Shubert (68:00) We do one 30 pacific, so that’d be four 30 eastern?
Hannah Marston (68:04) I think I can do that. Could you do any earlier or is that pretty much your?
Jake Shubert (68:10) Earliest? I should be able to do one pacific as well. So.
Hannah Marston (68:14) Four o’clock eastern. Yeah. Can we aim for four? And if for some reason, it doesn’t work, we can push it to four 30?
Jake Shubert (68:23) Totally. I was just only trying to say four 30 just on my flight in case it gets delayed or anything like that, but I think four should work. And if not, I’ll shoot you an email. Yeah.
Hannah Marston (68:31) So, just be an invite for that time and I’ll plan on it. Yeah.
Jake Shubert (68:34) Easy peasy. I can do that. That’s great. And then everyone, if you have any questions from the scoping questionnaire, like you’re like, hey, this question doesn’t make any sense or what are you looking for? Whatever it might be? Just shoot an email to us, reach out, let us know and we’re happy to clarify. And then Hannah, on that call we have on Thursday, maybe we can do the same thing we did last time where we look at everyone’s calendars from there and set up the next time to review sort of the inputs.
Hannah Marston (69:02) Sure. Well, I don’t have Carol and Tracy’s availability. Okay?
Jake Shubert (69:08) I guess what do you guys have?
Hannah Marston (69:09) We can set up a doodle poll or something like that. Yeah?
Jake Shubert (69:13) Or Carol, Tracy, are you open to looking at your calendars now? Yeah, sure. Just to give everyone a little bit of time to fill out the questionnaire. How about we look for early the week of April actually, maybe the end of the week of April. So maybe the April thirtieth looks like that would work for josh’s calendar?
Jake Shubert (69:39) We have everything looks as of right now, everything in the mornings, in the mornings, afternoons. Okay. How about noon, pacific? That’d be three PM eastern? Would that work for you? Tracy and Hannah?
Hannah Marston (69:55) Sure. Yep. Which day?
Jake Shubert (69:58) April thirtieth? Yeah, I could make that work and Tracy, does that work for you too? It does. Okay. And then Carol, I think I heard it. That worked. Okay. It does. Yep. Awesome. I will send over that invite. I’ll send it to the whole team as well. Everyone else, who was on the call for today? If we need to move that to better account for people’s availability, just let me know. And I’m happy to adjust that too. Sweet. Well, thank you all so much and thank you for being really generous with your time and staying like 10 minutes late. We really appreciate that. And we will, Hannah will chat next week. The rest of the team. We’ll see each other in a few weeks.
Hannah Marston (70:32) Alright. Thank you. Thanks for the work. Thanks.
Jake Shubert (70:34) So much. Bye bye.