Transcript
Connor Morley (00:00) hey, Adalee. How you doing? Hi, Connor?
Sheila Simpson (00:03) I’m doing well. How are you?
Connor Morley (00:04) Doing good. So, I know you met with Todd right at southwest to go over the sso?
Adalee Arreola (00:12) Yep. That’s correct?
Connor Morley (00:13) Okay. I think they have a couple user role questions that I tried to answer. And then I think they’re gearing up to turn on sso next week, okay?
Adalee Arreola (00:25) Awesome. Yeah. So we’ve already configured everything. It’s basically just a switch at this point. Perfect. Yeah, I guess, is there any additional context that?
Connor Morley (00:38) Yeah. So, they have like and just so so like they will own the user creation through the sso, right? There are some like additional pieces where they want to be able to kind of link or at least to be able to like have some medallion stuff on their intranet, but I think the sso takes away takes care of that because they don’t have to go to a site. They don’t have to go anywhere. They can just log in through their sso once they’re in southwest health, right? Yeah.
Adalee Arreola (01:12) So, there’s kind of two pieces here. They need to have a medallion user account created for them, usually that’s owned by the admins, but then they also need to be, these users need to be in their azure instance for the like medallion app that they created, usually their team. And we can ask, Todd will just like make a global, a variable where it’s like everyone on their system is included in that group. And then the accounts… are just managed in medallion. Does that make sense? Or is that kind of confusing?
Connor Morley (01:54) No, that makes sense. And then if they have aliases, it’ll still like the single sign on will still work, right?
Adalee Arreola (02:01) It should work, but I think those are different because right now we’ve only set up.
Adalee Arreola (02:12) It’s only set up for accounts that have an email domain of that like southwest health one?
Connor Morley (02:21) Okay. Interesting. All right. I think that makes sense. I’m going to let them in. Okay, you ready? Ready? Perfect.
Connor Morley (02:40) Hey, Sheila?
Connor Morley (02:47) Can you hear us? You might be on mute.
Sheila Simpson (02:50) Yeah, I’m muted talk it away. Again. Nobody wants to listen to me anyway, so.
Connor Morley (02:58) Oh, no, that’s not true.
Sheila Simpson (03:02) I did talk to Todd last night, so I do expect him to join, but I think I know what the next steps are kind of Adalee, do you just need us to say, yep, turn it on?
Adalee Arreola (03:14) That’s exactly what we need. So, Todd and I had previously met, we did all the configuration and testing and then at that point, we decided to leave it off. But essentially, it’s just a yes or no from your team or just like a, you know, like a green light from your team. And then I’ll do the super easy switch.
Sheila Simpson (03:32) Okay. So, and this is truly just because I don’t understand the process and Todd is amazing. But I am not an it person as much as I try to navigate. How are the users managed? Like, I know that I need to provide a list of all the users that we are going to need to have access to. Medallion. We started with just having the providers as users because we needed them to attest so that everything is available essentially for the other users. But I have a whole list of patient access people and billing people and finance people that are going to need essentially view only access to the portal kind of Connor, what we discussed yesterday of it’s a limited access. How do we get them? I don’t want to say enrolled but into the system and then have their single sign on work from day one. I just don’t understand that process and that’s on me.
Adalee Arreola (04:47) Yeah. No, that’s okay. So there’s kind of two pieces and Connor, go ahead if you were going to say something.
Connor Morley (04:53) Yeah. I was just going to add there’s like a second question here, which is they want to designate some users to have no PII access on their user profiles. So I don’t think, I don’t know that sounds like something that we’re going to have to do through Django?
Adalee Arreola (05:12) Right. Yeah, I’m not sure if we have like that level granularity for roles like what we can restrict from roles. Is there like a specific configuration that you know about? Yeah.
Connor Morley (05:30) There is a specific group that… we can assign to user roles called no PII access.
Adalee Arreola (05:40) Oh, awesome.
Connor Morley (05:41) Yeah. So, I know that exists and it blocks them from seeing like date of birth, full permanent address, social security, email, background checks, things like that. They would just be able to see essentially like payer information… which is, I think Sheila, what we talked about?
Adalee Arreola (06:00) That’s what?
Connor Morley (06:01) You want them to see, right?
Sheila Simpson (06:04) Correct. Yeah. Okay. Because this next group that we are going to add, yes, that is all they need to know is the payer, are they payer? Credentialed? And what was the effective date if we have it? Okay?
Adalee Arreola (06:19) An additional question there, Connor. So is there anything special that Sheila and team need to do when they select the role for this type of person or is it like once they get added to a team? I’m kind of curious about that? Yeah.
Connor Morley (06:35) They would need to be team viewers or auditors. So it’s read only access, right? So, team viewer auditor, and then the no PII access is something that I think it’s only available to assign to a user in Django?
Adalee Arreola (06:52) Okay. So it’s per user? Yeah.
Connor Morley (06:55) It’s per user? Okay?
Adalee Arreola (06:57) So, it… sounds like you’ll need to invite these providers as either auditor or team viewer. And then you also need to let us know… the email of that user so that we can go ahead and restrict their access. Okay?
Sheila Simpson (07:16) Okay. And Sheila?
Connor Morley (07:21) One more thing that Adele and I were talking about as well. The sso will only work for.
Adalee Arreola (07:27) Users?
Connor Morley (07:28) Who have a, I think southwest health email address that?
Sheila Simpson (07:33) Is correct. Yep, Todd and I discussed that yesterday too, so that I would understand which all of our payer credentialed providers like actual providers have a southwest health… domain. I think that’s what it’s really called. I don’t know the end, the southwest health email address. Yeah. So like what’s in the system right now? Are all of our providers that actually provide patient care other than Brenda and I, and Todd, there’s just a handful of us that are not actual like clinical people. The next group of people that I’m going to add are all non clinical people so that they have access to it. Yeah. So… it’s team managers, auditors?
Connor Morley (08:34) And Adele, do we have a way to bulk upload team managers and auditors and team viewers? I.
Sheila Simpson (08:42) Was just going to ask that.
Adalee Arreola (08:45) Yeah. I think I can do this. We have like a little custom flow. So if you can put together like a same way that the kind of we’re… looking for name email, and then that role, I think just let me confirm here before we.
Adalee Arreola (09:21) Okay. So what we would need is just the email and then that’s not needed. And then, yeah, the role that you would want for them? Okay.
Sheila Simpson (09:44) So, I’m going to ask a question that I didn’t think of until just now when our providers log in. So like if dr Carr logs in, he can only see his information, right? Yes. Okay. Thank you. Freaking out there for a second. Sorry… I work in Thi, stuff way too often that. Okay, good. Okay. I can get that. I know that I cannot get you that list today. I didn’t know until yesterday from Todd that we were going to probably need that, but I will get working on that for all of the people that are going to need it. But then after the initial import of this data… is it still just the invite member and everything? But they’ll be inviting them as a team viewer?
Sheila Simpson (10:48) Right. Yeah.
Connor Morley (10:50) So the role would be team viewer and then on that like spreadsheet or that list that you give us as well with like email, first name, last name and role, if you could clarify which of those should be getting no P, provider information access. So.
Sheila Simpson (11:12) Like no PII. Yeah.
Connor Morley (11:14) No PII access. Okay?
Sheila Simpson (11:19) I’m making the spreadsheet right now. So I know what I’m looking at. So I have it as a column right now and I’ll just put an X in there. If that is what they need. Does that, will that work for you guys? Yeah.
Connor Morley (11:30) Just, okay. An X means, they do not get PII access, correct? Okay.
Adalee Arreola (11:38) That makes sense. Okay?
Sheila Simpson (11:39) Sweet. We’re on the same page. Okay? Perfect. Okay.
Sheila Simpson (11:53) So, I think I just need to, well, it won’t be me, it’ll be Todd, send out an email to the providers that already have access to this, advising them that essentially when they log in, it will now be their single sign on just like other things that we do. So they’re not all confused. And honestly, that might help with one of them that we can’t get reset. I have a problem with Katie rider. We cannot get her, invite her to her or password reset. So I’m hoping that this helps who?
Connor Morley (12:33) Is this Katie?
Sheila Simpson (12:34) Rider, Kate, Katherine rider, she still can’t log in. She was one that we had incorrectly had her email in the system. And so we switched the email and tried to re, invite, but the person that it originally went to had already used it. So we were trying to do a password reset and we never get those emails for the password reset. So, I’m… hoping that this will resolve that because it’ll be her email computer login, which is our emails. Does that fix that? If not, I’ll?
Adalee Arreola (13:19) Let you guys know. I don’t know if that doesn’t work, but yeah, I mean, in theory, that’s how it should work for her yep.
Sheila Simpson (13:28) Okay. In theory… we all live in theory here. Okay. So I don’t want to turn it on until we have at least notified the providers that what… they use as of, I’m hoping like Monday will be the single sign on because it’ll one, Brenda’s not here. So all those phone calls would come to me today. If we did it today… self preservation here. Truly? Yes, I’m comical on Fridays, I apologize. I’m gonna have fun or I go insane. So I’m thinking, is it as easy as just flipping a switch? Yeah.
Adalee Arreola (14:22) So on our side, it’s as easy as flipping a switch. And like you said, it’s pretty common for our customers to, if they’ve already invited providers to send that email just to let them know that their login experience is changing. But then there is that piece with Todd and I’m sure he’s aware of it. We talked about it and maybe he was talking to you about it.
Sheila Simpson (14:42) But he.
Adalee Arreola (14:43) can either make a global list on this azure instance and say like anyone, he can make like a big group of the southwest health providers and basically everything is managed in medallion or he could also ask you to basically give him users like one at a time. And like, I don’t know, I think that’s like an internal conversation. Yeah, it sounded like you guys were kind of having it but let me know if.
Sheila Simpson (15:18) Yeah, I, we kind of touched on that last night. Yes, we did touch on that last night and, I am… hoping that becomes an it role. So we would give him because he has to do something else like on our server, add them to a security group somehow or something. I, yeah. Again, this is where the limitation of my it knowledge, I know enough to be dangerous. I know that he has to add them to that security group, which I do not believe he has added any of our providers to that security group.
Adalee Arreola (15:54) Okay. Yeah, they will need to be added. They’re first before we can switch it on over here because then the users like our side will work. But then they’re going to it’s… essentially like going to think that they weren’t invited to a medallion because of the that.
Sheila Simpson (16:14) Connection not.
Adalee Arreola (16:16) Being added on that side, they’re not in the security group essentially.
Sheila Simpson (16:20) Okay. I will, I did expect Todd, but I also know what he has going on today. So I’m not surprised that he’s not here but I’m glad I got to talk to him yesterday because I understood better now, I will talk to him and I know that I will probably have to give him a list of the users that are currently in there, and then the list of the users that I want to be in there.
Sheila Simpson (16:46) Yep. And then we can send you an email at as soon as we have them in that security group, so that you can flip the switch. Yep. Am I understanding that correctly? Yep. Perfect. Okay. Woohoo. Can I go now? Just kidding? Okay. I will get that. I’m just getting into medallion now because I think that I can… nope, I still have the sorry talking out loud. Yeah, I will, I am hoping that we can communicate yet today to the providers and that we’ll just let them know that honestly sometime next week, it’s going to change. Don’t be surprised. I won’t give them an exact date because I don’t know. And then I’ll talk to Todd and see what that date is. And then we will follow up with an email to the two of you of this is the date that they’re in where they need to be, and you can flip the switch.
Adalee Arreola (17:52) Awesome. That works for me. If there’s any questions that come up in the meantime, feel free to reach out. I know how.
Sheila Simpson (18:00) to find y’all.
Sheila Simpson (18:05) Okay, cool. I think I understand better, and, that helps me to help Todd and get this moving forward so that it’s… easier for everybody to sign in moving… forward. So, cool. And I’ll get you the list of employees of the other employees that we’re going to have to mass invite. Sounds good?
Adalee Arreola (18:33) Yeah.
Sheila Simpson (18:34) So, two emails will be coming at some point?
Adalee Arreola (18:38) As.
Sheila Simpson (18:38) soon as I can get to that?
Adalee Arreola (18:44) Can you?
Sheila Simpson (18:44) Figure out a way to clone me, that would be great.
Connor Morley (18:50) Or we can think of something?
Sheila Simpson (18:51) Yeah. Okay. Am I missing anything else at all?
Connor Morley (19:00) No, I don’t think you are.
Sheila Simpson (19:03) Okay. Just because we’re on the phone, any word on how to get the lucid team managers and the uw health team managers to be able to see both reedsburg and us now?
Connor Morley (19:17) Yeah, we have to go in and change their email to an alias. For some reason. I don’t know why they’re allowed to get in without aliases, but our team is fixing that along with just giving them a drop down. I don’t have a date for the drop down yet, but I can fix those aliases… probably by Wednesday. I just have to do a comparison between the two environments to see who’s been, what team managers or admin have logged into both. Okay, drop down.
Sheila Simpson (20:02) Okay. So I have the aliases by Wednesday and then the drop down is being worked on. We just don’t know the eta of when that will be until that drop down happens. Will they just see everything once the aliases are created?
Connor Morley (20:18) No, they will have to use the alias to log into whichever environment the aliases associated with and use their regular email to log into the other one. So I can essentially create a list of, for those providers of what email goes to, what environment. So it’ll be like dtesta at lucid would go to southwest and dtesta plus ramc would go to reedsburg.
Sheila Simpson (20:48) okay. Yes. If you could make, that would be phenomenal because then we can send that to each of them, take out obviously, uw for lucid, and whatever. That will help tremendously until they have that drop down capability. Yeah, I think that would be very… helpful for all involved yep.
Connor Morley (21:14) It might take me a second to do that, but I can get that to you by like Wednesday.
Sheila Simpson (21:20) Okay. All by Wednesday? Okay. Cool. That’s all I knew to ask.
Connor Morley (21:30) Brenda didn’t give you a list before she went on vacation kind.
Sheila Simpson (21:35) Of didn’t let her, no, I’m kidding. No. We, if I know or if she knows it, I know it at this point with anything medallion. So hopefully… that might change in the future, but right now, no, it’s more. I’m… taking over the project. I love Brenda to death, but she’s not very tech savvy. And so I’m just going to do it. So, no, she didn’t leave me a list other than I knew that I needed to ask about the alias and those providers because they’re struggling. So, yeah… okay. I think that’s all I have. I think we’re good. All right. Well, you guys have a wonderful weekend then you?
Connor Morley (22:32) Too. Thanks, you too, Sheila.
Sheila Simpson (22:35) We’ll talk next week.
Connor Morley (22:36) We’ll see you on Monday.
Sheila Simpson (22:37) Yep. Bye now.