Transcript
Zo Hooda (00:00) good morning, sir.
Noah Laack-Veeder (00:01) Hey, what’s up, man?
Zo Hooda (00:04) Not much man. Got my workout in this morning, which is good. Hey.
Noah Laack-Veeder (00:09) That’s always a really good way to start the day.
Zo Hooda (00:13) Yeah, man. It is. Alright. Looks like we got some folks in the waiting room. Okay? Let’s let them in.
Zo Hooda (00:24) Hey, Rachel.
Rachel Cabrera (00:27) Hey, how’s it going?
Zo Hooda (00:29) Good, good. How’s your Monday going so far? Pretty?
Rachel Cabrera (00:32) Good. Pretty busy, but happy to be here. How are you all doing? Did you have a nice weekend?
Zo Hooda (00:39) Yeah, yeah, not too much on the agenda, honestly, which is nice. Just got to catch up on some housework and what else?
Rachel Cabrera (00:49) It, never ends it.
Zo Hooda (00:51) Never ends. There’s always a project to do. What about yourself? Oh.
Rachel Cabrera (00:57) Same, I have kids, so, I have to, you know, they’re kind of in control on the weekends, but it wasn’t too bad. My son plays football on Sundays. So did that. And then my daughter, well, she’s sick. So she’s home with me today, but that’s all right?
Zo Hooda (01:13) Okay. Well, I hope she feels better. Thank you. What position does your son play in football?
Rachel Cabrera (01:18) Who knows? I don’t know. Sometimes he, he’s nine, so they switch him up a lot, but he is hoping to be quarterback one day, but I don’t know.
Zo Hooda (01:29) Everyone wants to be the quarterback at that age that’s for sure.
Rachel Cabrera (01:32) Trust me, I know.
Noah Laack-Veeder (01:38) Yeah, I got a seven month old, so my weekend is full of just keeping track of her.
Rachel Cabrera (01:44) Fun’s just beginning.
Noah Laack-Veeder (01:46) Yes, she is. Yeah, her personality is starting to shine.
Rachel Cabrera (01:50) So, it’s super cute that’s when it’s the most fun. Like after you get over that six months, you can do anything?
Noah Laack-Veeder (01:55) Yes, no, it was like, wow, this is actually really fun. Now. It is really fun. Yeah, it’s still a lot of work but, you know, it’s fun and work.
Rachel Cabrera (02:04) Yeah, you’re going to do great.
Noah Laack-Veeder (02:06) Thank you. Hey, David. Can?
David Phurrough (02:11) Someone, please tell me how to blur my background. I cannot figure out how to blur my background, so.
Noah Laack-Veeder (02:15) On the bottom left, there’s going to be a camera and video. If you click that up. Arrow next to it. Yep. There’s like, I think there should just be blur my background. You can click.
David Phurrough (02:26) I don’t have that option. I have video settings.
Noah Laack-Veeder (02:29) Yeah, click on that and then virtual backgrounds… and then you can click blur. I’m not sure if you see that.
David Phurrough (02:40) I do not. I do not have that.
Noah Laack-Veeder (02:44) Do you have, what… do you see under your video and effect settings? So.
David Phurrough (02:50) I click on video. It says settings. It’s got my head there. And then it says, stop my video when joining mirror, my video, hide, non, video hide, self view, show me as an active speaker rendering… method and that’s it.
Zo Hooda (03:03) Oh, weird. Yeah. Maybe you need to run an update, perhaps?
David Phurrough (03:07) Well, we don’t use zoom.
Zo Hooda (03:09) Oh, I see. So, what do you use today?
David Phurrough (03:14) Teams? Oh,
Zo Hooda (03:15) teams gotcha. We,
David Phurrough (03:16) use teams, but Rachel, did you actually download the actual app?
Rachel Cabrera (03:20) No, I joined from the browser and I did it before, like logging in. So, before I joined the meeting, I blurred my background on the camera settings, let.
David Phurrough (03:28) Me log out and log right back in. Yeah.
Rachel Cabrera (03:30) Try that one? Maybe?
David Phurrough (03:31) That’s what’s going on? Okay?
Zo Hooda (03:35) Hey, Kelly. How are you? I’m doing? All right. How are y’all pretty good. Pretty good talking.
Noah Laack-Veeder (03:44) About weekends full of kids. Rachel and I had that in common. So, nice, busy.
Rachel Cabrera (03:50) Busy.
Noah Laack-Veeder (03:51) yes. Do you have any kids, Kelly? I,
Kelly Mumford (03:54) do I have a daughter who turned 20 last week?
Noah Laack-Veeder (03:56) Whoa. That’s a big deal.
Kelly Mumford (04:00) I know.
Zo Hooda (04:01) It’s.
Kelly Mumford (04:02) pretty cool. She is awesome. I bet.
Noah Laack-Veeder (04:05) Is she going to college right now or what is she up to? Yep?
Kelly Mumford (04:09) So, her, she’s in this car building club called fsae. She’s in Charlotte.
Noah Laack-Veeder (04:16) That’s so cool. She.
Kelly Mumford (04:18) Went to competition this weekend and they got first place in two items.
Noah Laack-Veeder (04:22) Wow, that’s so cool. That’s.
Rachel Cabrera (04:24) impressive that’s.
Zo Hooda (04:25) a cool hobby. Do you?
Noah Laack-Veeder (04:26) Have any photos from the competition? Yeah.
Kelly Mumford (04:31) I do. Oh,
Noah Laack-Veeder (04:32) we’d love to see them at some point. Yeah, that’s way cooler than what I did this weekend?
Kelly Mumford (04:37) Oh, man. I have my Instagram blocked. I can’t pull.
Noah Laack-Veeder (04:39) It up.
David Phurrough (05:00) Yeah, I gave up on the blurring.
Zo Hooda (05:01) Yeah, I was about to ask you gave up on it.
David Phurrough (05:03) Yeah, I didn’t have the option, so.
Kelly Mumford (05:07) Okay.
Noah Laack-Veeder (05:11) Saved. I’ll post.
Noah Laack-Veeder (05:21) Okay.
Noah Laack-Veeder (05:28) Oh, nice. That’s so cool. Yeah.
Kelly Mumford (05:30) I’ll show you a picture of the car that’s.
Rachel Cabrera (05:32) exciting.
Noah Laack-Veeder (05:34) Whoa. That’s.
Zo Hooda (05:36) awesome. My goodness. Also.
Noah Laack-Veeder (05:38) A ton of likes that’s awesome superstar over here. Yeah.
Zo Hooda (05:43) She’s.
Kelly Mumford (05:43) so cool. She really is anyway. Thank you for sharing that with me. No.
Noah Laack-Veeder (05:48) Of course, that’s so cool. I mean, having a, my wife and I were talking because I’m like a track coach and I’m like, I wonder if my daughter’s going to be a coach someday.
Noah Laack-Veeder (05:57) And I was like that’d be super cool, but she could also be like anything. And I’m like what are you going to be? I have no idea you.
Zo Hooda (06:03) Know, I’m just staring at her like what are you going to be when you grow up?
Noah Laack-Veeder (06:06) Yeah. So it’s funny. We have bets on who she’s going to be more like me or my wife. And I’m like she’ll probably be like unlike both of us but we’ll see.
Kelly Mumford (06:15) That’s probably what you can count on. Yes, she’ll be an original.
Zo Hooda (06:19) Yes, that’s right. I love that. Well, cool. Just wanted to make sure. Are we waiting on anyone else to kick this off? Alrighty. Well, awesome. I think we had a really good discussion last week kind of tackling, you know, some of the items we covered, pan enrollment onboarding, in your words, Kelly, I think there’s 40 percent left on the technical side and that’s what we plan to cover today, which would be credentialing slash primary source verification, and hospital applications. Outside of those items, anything else come to mind that we want to make sure we cover today? Okay, great. And I know obviously as we show the pieces of the platform, we’ll want to understand like how this contrasts to your process and of course, make it interactive, ask any questions. But without further ado, I’ll hand it over to Noah to kick things off on the demo?
Noah Laack-Veeder (07:11) Cool. All right. Let’s do it. How I define credentialing is we hire a new provider? We have to do some primary source verifications, double check. They are, who they say they are, and all of this work really to make us as an organization determine. Is this someone we want to actually put in a facility or is this someone that like we don’t really want to, you know, work with given different sanctions might fine or whatever. How do you define credentialing? Is that the similar, am I speaking the same language there, Kelly? Or like how do you define credentialing? We?
Kelly Mumford (07:47) Define it as application submission? Okay? So.
Noah Laack-Veeder (07:52) Just submitting that application to facilities as we talked about last time. Absolutely. Okay. Excellent. So let’s just start there then because some organizations we talk to have like the whole process end to end. But if we’re just doing the hospital application piece, I just want to show you how this works. So let me share my screen and I.
Kelly Mumford (08:15) assume, I think one of the things that came out of our discussion last week was really defining the difference between the holistic responsibility and our integration into the workflow that other people have responsibility for. Yep. So I would assume our utilization of the services would be not muted but probably under realized, right? That we would only be using a specific portion of the services that would probably the pros would be getting up and running would be less. I’m sure it will cost less… but certainly that was one of my takeaways was like our ability to drive the outcomes really is limited… yeah, on our end. Yeah.
Noah Laack-Veeder (09:01) Yes. And I think that’s something that we can kind of talk about like down the line because it’s kind of like there’s going to be pros and cons of both like the payer enrollment and the kind of the credentialing piece. But let’s just focus on the credentialing piece here. And one thing kind of like how we expedite this process and make it Symplr is we’re not going to have to remember all the different facilities, all the different privileges, all these different things that you need to remember to submit an application. And what we’re not going to have to do is put all that information manually into these apps or these portals. Medallion can automate that process. So what it looks like is you just tell us like who needs what? So again, let’s say I’m working on behalf of a provider here and they need to get more privileges for psychiatry. One thing you’ll notice here is that we’re using AI now to tell you like, hey, we kind of know who you are. So this is what we think you’ll need. And so if I click on psychiatry, what it’s going to do is it’s already going to tell me all the different facilities that I’m linked to that I could probably use privileges at. So I don’t have to do all of them. But just for this, for the sake, here, you’ll also notice that we’re highlighting that there are going to be suggested privileges, each of these facilities as I’ll kind of show you this more. But one thing that’s kind of cool is like as we are embracing more of that AI technology. We’re going to be able to explain to users like what is suggested, mean, blah blah blah. Ultimately, what this do is it just makes it easier for us to have clarification to what I’m supposed to do in this process. So I can just make this faster… when I get to the actual privileging piece. We’re removing that thinking necessary to do this. So if I’m saying I need to be practicing at ClearCare telehealth, you can select all of the privileges here. But I can also look here and say, okay, these are the ones that are suggested for me. Do I think that I need all of them, right? So based on who this person is, based on the facility, we’ll be suggesting that. But a lot of organizations I work with, they’re just like let’s just do all of these. But if there is something that they need, we don’t have the documents yet. I’ll show you in a second here how we will create the action to make sure that we get everything that we need. So here what you’ll notice is like I added forensic psychiatric evaluations for this provider. And what that means is that I need to upload a couple more things to make sure that I’m gonna be not getting a rejection down the line. But ultimately kind of summarizing this whole piece. The value here is that you might say I need to get this person credentialed at a facility. And there’s a lot of things, that means what this does is it makes it really clear as to what’s gonna be needed. So by the time you do set up the facility, there might be still a waiting period because the facility has to do all the work, but you’re not missing any steps. So we’re not gonna get a rejection or delay the process on your side. So I wanna pause there in thinking about kind of the ideal solution here today. It’s kind of like excel the applications, et cetera. Anything that I’m missing that you were hoping to see in a ideal credentialing software up to this point?
Kelly Mumford (12:25) Rachel?
Rachel Cabrera (12:28) So I like that it can pull the requirements. I think what I’m thinking in general is I’m a little bit disconnected from the whole entire process at this point because I’m still in training, so I would.
Noah Laack-Veeder (12:42) have to,
Rachel Cabrera (12:42) consult with Shannon however.
David Phurrough (12:44) I have a,
Rachel Cabrera (12:45) question that is unrelated so I don’t wanna get off on a tangent. So I’m gonna let you continue. And then I’ll ask later on, no, for sure kind of got my wheels turning. So that’s.
Noah Laack-Veeder (12:55) good. I like that. David, did you have anything? Yeah.
David Phurrough (12:58) So I’ve seen. So all the other documents for these selections, we already had those to send over to submit, but I see that these two right here are missing for the aecgme and then the forensic evaluations performed. So if you clicked submit from here on, does that mean that these would just linger until we submitted that information? Or is it gonna go across blank? I guess that’s what I’m looking at. Yeah, that’s.
Noah Laack-Veeder (13:24) a good question. So we wouldn’t submit anything until this is done, if your organization or the facility that you’re looking at can process kind of privileges in parallel. That would be a thing. But ultimately, how we like to think of this is we just like to get a clean file before we send it out. So these would be things that we would. So last time we showed the tasking menu, if these things are still outstanding, those would be routed to your organization to work with the provider to get those things resolved. Does that answer your question David?
David Phurrough (13:55) Partially. So, I guess what I’m trying to see is, you know, if you cancel this out, then nothing else is gonna go through. I’m just trying to figure out where’s the reminder, where it sounds like you said on the dashboard that we need to pull these two sets of documents and get that information over there. Does that make sense? I’m looking for the trigger so it doesn’t get forgotten. Yeah.
Noah Laack-Veeder (14:16) So totally here. So what you’re saying is, hey, I just wanna make sure that I’m not losing track of any of these things. If you did submit this, these two missing requirements would immediately notify you and say we still need these things and it would show up on an admin dashboard as well as a provider dashboard to say, look, these things still need to be completed. But the one thing I will say, so in typical situations here, if I just did the suggested you’ll notice that I already have all the documents here. So I just wanted to show you that. In the cases where let’s say you do add a privilege that they don’t have the document yet. We will make sure we track that and remind you. But in the cases where like we already had everything, you wouldn’t actually need to provide anything else. They would be removed. Does that make sense? David? Yeah.
David Phurrough (15:06) I’m still a little bit… maybe I’ll see it as we move forward with our demo, I just wanted to make sure that.
Noah Laack-Veeder (15:16) Let’s say.
David Phurrough (15:17) They do need that because this is what happens a lot of times we submit applications especially to any hospital systems that need all kinds of crazy stuff. Yep, we’ve got one in particular and they ask for a lot more than I’ve ever seen. And so what happens is we submit all the information but they’re like, okay, well, you still need this item or this item, and that’s fine because all the other items are already set in their portal or wherever. So we just add onto those items. Yep. No, that totally makes sense because we’re going to have to go back to the radiologist to ask. Okay, I need your, this, I need your, that, I need this because if nine times out of 10 we don’t have the information yet and we need the radiologist to assist and updating that. I just want to make sure that we have a thorough tracking mechanism to where things don’t get lost. That’s what I’m trying to double check on, no.
Noah Laack-Veeder (16:04) 100 percent. Yeah. And I, and, I totally hear you ultimately like I think we’re speaking the same language here, yeah, but I.
David Phurrough (16:12) want you to show me, yeah, no.
Noah Laack-Veeder (16:14) Exactly. And this is a demo environment. So I can’t like show you like everything just in this. But the idea is just like you said, if something is missing, we will highlight it. And let me just show you kind of what this task looks like here. Just give me a second. I just like and I’m kind of sometimes I’m a little bit limited in terms of what I can show you cause it’s just like I don’t have everything here but let me see if I can pull one. But here’s it’s not the exact example but can you see Naomi here with complete Indiana medicaid background check? So it would be, it wouldn’t be complete Indiana medicaid background check. It would be you need additional information for this particular facility. And if I jumped into the task, it would actually give me more information about what’s needed. And then you could upload it directly to the platform. So ultimately the whole thing is that if something’s missing, we’ll be alerting you during the request part. But we also want to make sure we don’t lose track of it. And you as the admin would have visibility of that, but also the provider, they have access to it too. We’ll alert them and store all those outstanding items in one place. And kind of how I think about this and Rachel kind of thinking about during your training is most organizations that I work with, we don’t one, it’s like we don’t have insight into what those kind of crazy requirements are up front because there’s so many of them and it’s kind of like I got to rely on an SLP to tell me that stuff. But the second piece is, I know the process. I now have to track all of those outstanding items in some excel spreadsheet. We’re trying to condense that all into one system. So if there is something missing, it’s going to be summarized for you in the same system. Does that make sense? David it does.
David Phurrough (18:01) And does it also give like timelines or anything like that on here as well? Yeah. And.
Noah Laack-Veeder (18:06) I guess today, what kind of reminders do you have? Is it due in five days due in 10 days? What kind of things are being used today, right?
David Phurrough (18:17) Now, it’s totally manually tracked. So with that, it’s just kind of like what are you working on? Let’s continue working on it. There’s not a really exquisite way of tracking where we would look at it for licensure, like expirations and stuff. Yeah, we’ve got something there that highlights it, but this would just be the individual working on it, whether it be Rachel or Shannon and then they would have to know when to come back. I mean it could be something as simple as a calendar reminder, task, reminder, things like that in their outlook system, but nothing as pretty as this because this is what we would definitely, this is definitely what we need is the list of what are we working on? What’s outstanding? Yeah.
Noah Laack-Veeder (19:03) No, for sure. And so I think the ideal solution, what I’m hearing is if something is going to, we don’t want the facility to reach back out to us like two weeks down the road saying, look, we missed something. So we want to make sure that we’re tracking those upfront. And then whoever is like whatever provider it is, we want to make sure that we are tracking… what’s outstanding, and also notifying probably the provider and the admin to follow up on these items automatically so that these things are worked on expeditiously. And so given what I showed you here, does that kind of show you how we would do that in the platform? Yeah, I think it does. Okay. Excellent. And this is a really good question, right? We’ve got to make sure we’re not losing track. And then one thing I just want to pause on in terms of the selecting… facility knowing which privileges to highlight and that piece? Are there any other questions around that before I move into how we actually auto populate the forms and send those out to the facilities? I don’t have any. Okay. Excellent. So let me go back to that.
Noah Laack-Veeder (20:28) All right. So what you’re seeing here is like let’s imagine this operation is going on. Lots of stuff that’s happening… Kelly earlier. You said like, yeah, you’re probably going to get a less… kind of the other word, you said like less intensive version of this process. So I kind of just want to show you what’s more applicable to your organization. So you’re not going to be doing like committee reviews in the platform. You’re not going to be creating full on credentialing packets, right? All we’re going to do is take the information that we have and send them out to the facility. So what this looks like for your organization is we will start to create… a packet or a summary of the information that we’re using and then pre populate in the specific hospital applications, facility applications or the facility portals. So if I go here, this is an example where if these forms require multiple pieces of information, we’ll auto map that information to the form itself for the portal. So this one’s a really simple example, all it has is the person’s name. But if you can imagine we need to have privileging different information about the provider, all of that information will automatically map to these forms so that your team can review it. We’ll make sure you do a review but we’ll send it out to the facility automatically. So ultimately the result is the facility gets their form pre populated with all the information that we have from medallion license information. For example, I’m sure you probably have to submit some form of that. All of that’s going to be packaged up and go directly to the facility. Okay? That makes sense. Excellent. And then Rachel, one thing I just want to highlight, I think last time we were talking about the caqh piece, how that interfaces with PE? Just want to highlight all of that provider onboarding that we did will also carry into this part as well. So if there’s information from caqh, it’s going to be available here and it’s going to be available to the PE module. So it’s all a single system versus having to manage several spreadsheets. Okay? Nice.
Rachel Cabrera (22:40) Thanks.
Noah Laack-Veeder (22:42) Excellent. So, yeah, and then as things are sent to these organizations, right? Like we are going to be waiting on them to approve it. When things are approved, we will automatically take like the status updated and track the existing privileges in the platform. So if I look at Jennifer Larson, I can see here that I have all of these privileges active with this ClearCare telehealth organization. And so you have full auditability around who’s privileged at which organization for which privileges why this is typically important is if you’re scheduling someone and trying to figure out like, hey, can they see these types of patients? You want to make sure that you have visibility as to who’s privileged where. So we take care of that in the submission process, but you’ll have that full visibility of who’s privileged, where in the system as well… looks good. Awesome. So there’s a lot of content here. But in terms of what is being done, routing information from the beginning to different forms, helping you figure out which privileges and which facilities are going to be necessary? Anything from the credentialing standpoint that I didn’t show that you’re hoping to see in the platform… Rachel, did you have a question? I have?
Rachel Cabrera (23:56) A question, just about rolling tasks. So I don’t know if this is the right time to ask. I know that in our last demo, you mentioned that it does take care of like those caqh reminders, but is there any way to integrate like the cme reminders? Like you’re going for renewals? Eventually, you’re going to have to do these cmes or eventually you’re going to have to do this? Is there a way to remind about our cme tracking of any sort? Yeah.
Noah Laack-Veeder (24:21) Absolutely. So let me, yeah. So like there’s so many different things that we can remind folks on. So, David’s already kind of talked about like expirables licenses, cmes. So just generally speaking, we can notify depending on different task type document, et cetera of upcoming things based on kind of the notifications schedules that you all have today. One thing I’ll say is like if cme is a requirement for licensing, that would definitely be something that we would highlight upfront and say, look, we can’t submit this because we don’t have any cmes on this application. So it’s just a matter of like where in the process, it is, whether it’s preventing us from submitting an application. If it’s kind of down the road, it might depend and change kind of how that notification. Works. Does that make sense? Rachel? Yeah.
Rachel Cabrera (25:11) That absolutely makes sense. And then the other question was I keep seeing that reporting tab. Is there anything that’s like a really cool report that you might want to show that would be like, you know, specific to us and our needs, yeah.
Noah Laack-Veeder (25:23) Absolutely. I mean, I think everything is cool, but I’ll see if you think this is cool. So let me share my screen again… one sec here.
Noah Laack-Veeder (25:41) So, what I kind of think is cool is kind of like volumes and turnaround times of things. So what you’re seeing here is kind of like an out of the box analytics piece for that privileges and appointments. So you can kind of say like, hey, look what I did this year, look at all the facilities. I got credentialed in things like that, and we can do that even by month, right? How long these appointments are taking the turnaround breakdown? Like how long each step in the process is taking? One thing I will say kind of Kelly to your point, we don’t have visibility to all these steps when we’re waiting for the facility. So this might just be like a great evidence to show up. So like look, it’s only taking us one day to get you this stuff, but it’s taking you all 40 days. Like what’s the hang up with organizations that take that more in house? You can see each step of the process, how long it’s taking. But again, we can only if your facilities are using their own system. Obviously, we can only see how long it’s taking them broadly speaking. But this at least helps organizations more or less force the hand of that conversation, right? So you’ll have that visibility.
Kelly Mumford (26:45) And just.
Noah Laack-Veeder (26:45) generally speaking, also Rachel, like if you’re going to be managing this licensing and other pieces, we’ve got analytics across the board. So it’s not just the appointments piece. You’ll also be able to see the payer enrollment and let me just actually pull this up because I didn’t have this last time for you all, but it’s the same kind of idea where turnaround times and bonds volumes are.
Kelly Mumford (27:12) What organizations?
Noah Laack-Veeder (27:14) Typically want to see. So we get that out… of the box for any of those use cases like licensing, payer enrollment, credentialing et cetera. So let me just pull it up. So like this is licensing, for example. So you can see how many licenses we’re getting each month, latest licenses, how long these things are taking. And then same idea with the payer enrollment. So again, with medallion kind of a differentiator for us, is that whether it’s payer enrollment, credentialing licensing, you’ll have full visibility in the turnaround times and volumes. So you can kind of see where we’re getting stuck. And again, Kelly, I’ll be a broken record here. Most organizations are using that data to say, hey, facilities, why is it taking so long if we’re doing all this perfectly? And so you have that data up front?
Noah Laack-Veeder (28:19) Right. Well, that I think concludes the demonstration end to end any pieces that are still outstanding or things that you all were hoping to see before we talk to implementation. So.
Kelly Mumford (28:33) One issue we have with our kind of all the billing teams that we’re working with is the fundamental requirements of what needs to happen. There are differing opinions. So, a good example of this is I will have a provider move from California to Chicago to set up office. We do all the 10 nine nine stuff. We reach out to the billing team. What is the list of things that we need to perform? Let’s make sure we’ve got that all done. They send it to us a ownership physician of the practice they’ll be working at says, I’ve been doing this for 20 years and I totally disagree. This isn’t what needs to happen, right? And then we spend way… more hours than.
Noah Laack-Veeder (29:27) we would like.
Kelly Mumford (29:28) to getting clarity on.
Noah Laack-Veeder (29:32) Exactly.
Kelly Mumford (29:33) What he’s intending to communicate and all of the kind of gray spaces of what the billing company can and will identify and communicate like it takes a long time. Okay. Yeah. Are there any?
Kelly Mumford (29:52) There any portion of this platform that is educational in nature in regards to billing specificity by subspecialty?
Kelly Mumford (30:08) If you think payer enrollment, you should know what medicare requires in the state of… for example, yeah, so.
Noah Laack-Veeder (30:20) Just so I’m hearing the question correctly. So it’s like provide is going to a new place. What are all the things that we need to do to get billing set up correctly? And do we educate you all? So we can kind of eliminate the, this is what I thought it’s supposed to be versus kind of this is what the experts are saying or like, is that kind of like what between.
Kelly Mumford (30:38) them? And the fact that we don’t have a trusted partner, I wouldn’t call our partners, trusted sure our billing team is new. They don’t have a great reputation. I’m just being honest, right? Sure. Normally I wouldn’t fact check a billing team.
Noah Laack-Veeder (30:56) There you go. So let me show you how we do that. So in order for us to do our job correctly, like we have to have that set of requirements across all the different states and stuff. So let me show you. I don’t think I showed you this last time, this is more of this back end piece where if we’re going to work with, do you see cigna 51 states on your screen? If we’re going to work all these payers? Like we need to know what to do. And we also need to automatically check that when we submit something, everything’s done. So how I’m thinking about this is you’re saying, hey, look, this new provider needs to be enrolled with cigna. Like what is the process? So we have the process for all these payers. And so when we’re your trusted partner, like we’re going to make sure we follow this.
Kelly Mumford (31:43) What?
Noah Laack-Veeder (31:43) You might be asking is, hey, if I’m not a super big expert in this, can I trust that you all will tell me what I need to do? And the answer is yes, we will tell you like what’s missing for you to do this correctly? And let’s say you don’t follow this process or like let’s say we have things outstanding. Kind of what David was talking about earlier, what we have in the back end is what I call mission control. And it says like, here are all the requirements across all the different payers that you submitted. And what it’ll do is it’ll say, look by the way we took a look here and npes doesn’t match. So we have to make sure that this is updated because it’s going to get rejected. And there’s going to be different requirements across each payer. And so, what medallion’s done is we have the payer research team that’s already articulated all the requirements. And then our engineering team is taking those requirements and then putting them in the platform so we can scan these before we submit them out. So the impact is lower resubmission, risk. But to your point, Kelly, if you need something, then what you can trust is that when you request something, we’ll do it correctly. Like you don’t need to ask someone like, hey, does this process match what you’ve had in your experience? Like, no, I need a new medicare enrollment. I’m going to request it in the platform and it’s going to be executed correctly. Okay. Great. Perfect.
Kelly Mumford (33:05) And how do you stay on top of the changing standards… for remote reading privileging?
Noah Laack-Veeder (33:19) Like… so I mean, there is a partnership involved with the, you know, facility requirements. So one thing that we are as an organization more limited to versus payer enrollment is like sometimes those things aren’t public. So we’d have to make sure that we’re kind of an extension of your team. So like if a facility has a new requirement, that would be something that we did maybe on like a weekly meeting or via email, we would update in our system. But if it’s like publicly available, we have a research team that will update the requirements and then going forward, you wouldn’t have to think about that. Does that make sense? Yeah?
Kelly Mumford (33:53) Like all the CMS updates that come out in the new year, you all are all over that.
Noah Laack-Veeder (33:58) Yes, yes, that’s because that’s a lot. Yeah, it’s a lot. It’s a lot of work. I mean, if you want to stand this up on your own, like you pretty much have to, I mean, Rachel, you have to like have a process to stay up to speed with all these requirements. And that’s why kind of this hybrid model of software plus, you know, specialist is ideal for organizations because we’ll be on top of those requirements. Okay? Awesome.
Kelly Mumford (34:24) Team, what are we missing? What are we not talking about? What else are you thinking?
Kelly Mumford (34:34) Shannon, David, anything?
David Phurrough (34:39) I’m okay. Right now.
Noah Laack-Veeder (34:40) We have.
Kelly Mumford (34:41) covered a lot so I wouldn’t.
Noah Laack-Veeder (34:42) be surprised. Yeah, I mean this is the 100 percent that we just tackled. Was like some organizations have like six teams managing that. So if you have questions after this, that’s like totally fine, it’s a complicated process, but just kind of wrapping it all up. What I tried to show you with manalian, is that we’re end to end licensing, paranormal, credentialing analytics, reporting, ceqh management. We can do it all and how your organization interacts with medallion, is you tell us what you need medallion, then executes? And if there are follow ups that medallion can’t take on, that would be something routed back to you, Rachel to finish up and work with the providers directly. Got.
Kelly Mumford (35:22) It. Okay.
David Phurrough (35:23) I can have one last question if I can Kelly, absolutely. Of course. Okay. So my question would be this, let’s say we select medallion, we move forward, we partner up which medallion looks great. My question is starting from one point to the next. And if I’m jumping ahead or anything, please let me know. I’m looking at how long does it take for us to get individuals trained on medallion? How is the communication set up? I noticed that you stated that providers could also set it in there who’s going to help train the providers on medallion, if we have them as well receiving information or filling out stuff from. I guess the portal things of that nature. Is this what you’re about to hit on all this?
Noah Laack-Veeder (36:06) No, this is great because I think I wanted to make sure we covered implementation. So David, I think I’ll cover all of this but if I don’t I’ll just jump back in. But yeah, implementation is important and I just want to kind of talk through the three phases here.
Noah Laack-Veeder (36:19) So there’s the implementation like getting data set up, talking to your team. There’s the monitoring adoption, then ongoing service, really want to highlight the ongoing service component because you’re a partner with ours. So you’re going to have a resource or resources assigned to you through the length of your contract. But what the standard implementation looks like is one we have to figure out and work with you like the kind of the core project team like who’s going to be working with Dallin to make sure this is going to work? And Rachel, I’m assuming that you’d be integral to this process and David, potentially you as well. But the pieces where we need your support as providers or your admins trained is towards the end because most of the, I mean really the only things that your provider need to be able to do in the medallion is they want to log in on their own. But really what we do is say, look, there might be things that you need to send us and you might need to sign a couple things. We try to take as much work off the providers as possible. So, Rachel, the training from the admin is much more intensive because sometimes you might have to do things on your behalf of your providers. But towards the end, that’s where we would train your end users. The biggest part of implementation is getting your current data into our system. Two, two things like, can we start executing payroll enrollments quickly? Yes. Can we start tracking all of your revalidation dates, recredentialing, et cetera. Yes. But we also need to have that data in our platform. So we can tell you like who’s up for renewal and things like that. So that’s the biggest part of implementation is just getting your data into our system. If you’re working in excel and symplr. Today, we’ve done implementations with those systems a lot. So we can give you best practices, but you give us your data, we put in a medallion and then kind of when I think of go live, it is the platform has your existing data and your users are trained and we’re submitting new requests all at once. Again, if you need to submit new requests earlier, we can, it’s just a matter of like live means that medallion instance that I showed you today is representative of all of your data. And then what kind of the different roles and responsibilities for implementation looks like? Is the following, like who’s going to be the one managing day to day operations from the medallion platform? I’m assuming that’s going to be you, Rachel, probably then there’s kind of the technical and data lead. It’s not really a technical role. It’s who can get us access to the data that you have today. And then project lead is who’s going to be our go to person during implementation to make sure that everything is working appropriately. And then we can send this out but summarizing like what we do versus you do it’s like you just help us get all the data that we need. We do all the most.
Kelly Mumford (39:04) Time.
Noah Laack-Veeder (39:04) Intensive work across these different things that I showed you. So again, you request we tell you what’s outstanding, if we can’t find it, we work with you, Rachel to say get us this provider data, but then we do all the other work to get these licenses, payrollments or credentialing applications completed.
Kelly Mumford (39:23) So, David.
Noah Laack-Veeder (39:24) I know that was probably more than what you asked, but does that cover what you were hoping to get out of the implementation piece?
Kelly Mumford (39:32) It does.
David Phurrough (39:32) No, that for our team? Yes, it does. I think the only thing that I was curious.
Kelly Mumford (39:39) about.
David Phurrough (39:39) Was, how do we train the radiologists on utilizing this?
Noah Laack-Veeder (39:43) Yeah. And again, I’m not trying to make this platform seem like.
Kelly Mumford (39:49) Easy, but.
Noah Laack-Veeder (39:50) Really the only thing that your radiologists need to be able to do is send us information, and sometimes we don’t even have providers log into the system for that. They might just give it to Rachel and Rachel does it on their behalf. So we’ll train them if they need to. We can send them videos. We have a whole support site with written documents as well, but really like how I think about this is medallion’s most successful when your.
Kelly Mumford (40:17) users.
Noah Laack-Veeder (40:17) Are just doing as little as possible while Rachel is the one doing the quote unquote heavy lifting on their behalf, yeah.
David Phurrough (40:27) I think that’s the way we envision it too. We’re just, I’m just thinking about growth for the future.
Zo Hooda (40:31) Yeah, for sure.
Kelly Mumford (40:33) Yeah, just to.
Zo Hooda (40:34) Double tap, right? Like as if there’s more let’s say you’re a year in with your journey with medallion and you’ve got more providers that need to be trained, you have the account team resources to assist with that. So, after implementation, it’s not like, all right. Best of luck, right? Like you’re going to have that team and they typically like to have a cadence in terms of meeting with you just to make sure you’ve got questions, things coming up that you’re anticipating that you want to work with them on. They’ll have a cadence with you. So you have that time to do so.
Kelly Mumford (41:06) Does the, that sounds good? Does the application ever go down? Do people ever lose access to it? Yeah, I mean, we.
Noah Laack-Veeder (41:16) have that’s typically something that we, if you have like a it press you go through, we have like a downtime kind of whole process that we follow. But since I’ve been here and I’ve been here for two years, it hasn’t gone down once. It’s rare that would happen. But, in any case, we have formal like documents that can walk through what that process looks like. If we did have downtime where?
Kelly Mumford (41:44) Is, is all of this hosted in the cloud?
Noah Laack-Veeder (41:47) Yes.
Kelly Mumford (41:48) Okay. All right. Yeah.
Noah Laack-Veeder (41:50) There’s no on Prem installation or any of that needed. Got it. Okay. All right. So, so our downtime would be if like, you know, Google cloud or Amazon equivalent like went down like that’s. So we’d have your outlook probably wouldn’t look either or it wouldn’t work either if that happened. Yeah. Are.
Kelly Mumford (42:09) you Aws, I.
Noah Laack-Veeder (42:13) my, I’m just, I’m like, let me just double check right now for you because that’s just something for whatever reason with the kid this weekend. I’m just like I like.
Kelly Mumford (42:21) Can’t remember well, that’s something you should know, honestly, I’m just curious because I think it’s something broad broadly. We… we’re aware.
Noah Laack-Veeder (42:33) Of, yeah, let me just, I can get that like right now, just give me one second while?
Zo Hooda (42:36) Noah pulls that up just to get like a confirmation from the team based off of what Noah’s shown everyone today. And last week, does medallion meet your technical requirements or is there anything outstanding on that end?
Kelly Mumford (42:53) Nothing outstanding on my end in terms of our ability to utilize, the functioning, I would imagine. So it doesn’t go down. Does it ever break? Like do people ever call and say, I’m submitting? My, it says it’s submitting it, but I’m getting a call from the hospital. It’s not being submitted. Well.
Noah Laack-Veeder (43:15) That, I mean, that’s a good question. The one key thing I’ll talk about that’s like.
Kelly Mumford (43:21) Not related to.
Noah Laack-Veeder (43:21) The technology is since we’re committing to outcomes with you like we’re not letting things fall through the cracks because if we did, then we’re putting ourselves at risk. So all that does be said, like if let’s say the platform went down, our specialist would still be getting this work done. We’re not like 100 percent reliant on the technology working to execute your requests. So like, so all that means is like saying, hey, you told me you’re going to submit this license request in four days? Like if we miss that, then there’s financial repercussions on the medallion side. So we’re so that’s the, that’s how I, so anyways, yes, we have a backup process but that’s more of a guarantee where you don’t necessarily have to worry about it got.
Kelly Mumford (44:02) It, and for the Solis team, this basically means that if the Amazon web services go down like that, this is, a critical function that would be compromised. It sounds like they have, a way of working around it, which certainly makes sense to me. But that’s just something we would need to be aware of. Okay?
Noah Laack-Veeder (44:26) And we are on Aws by the way, just double checked. Yeah, right.
Kelly Mumford (44:31) And do you have any service level commitments? Like if we reach out, you respond in X amount of time?
Noah Laack-Veeder (44:40) Yeah, all that, it’s kind of a next step and Zoe can talk about that like we’ve got a full on msa that goes through all of those. So like that would be just something that we can review. Those are all outlined like if we can. And again, we can just send those over. So you have it, but yes, we do have those. Okay.
Kelly Mumford (44:58) And so when you have an account manager and is… the cost per head or per application, I know there’s a 50,000 annual minimum and I know that you need a bunch of information from us to understand whether or not we’re above or below that 50,000. My question, is there a by application fee? And what is that?
Zo Hooda (45:25) There’s not a by application fee. The way that we model the licensing is we have medallion core which is using the platform for provider data management. So that’s a per head cost. And then from there, we look at the volume for the tasks that we need to execute. So how many pay enrollments are we doing per provider? How many providers, how many licenses are we doing? How many renewals are we going to do? So typically, the next step from here, which is I was going to suggest Kelly, which is having a scoping call where we kind of have the questions prepared. And so we understand exactly what your volumes are. And then once we understand exactly like how many of those volumes for each of the SKU license renewals, you know, credentialing, pay enrollment privileging. Once we understand the exact volumes, then we can provide you with the pricing, but it’s based off of volumes. And then the core is just having access to the platform as provider data management.
Kelly Mumford (46:26) Okay. And if you just send us everything you need to know, we’ll just send it back to you. Okay?
Zo Hooda (46:34) Yeah, that works. I can, we can send it ahead of time. And then I think as a next step, Kelly, I think we’d probably like to just get some time with you to talk more structurally around like next steps and legal and things of that nature. So we can just be really aligned with your process. So I think I would suggest that as a next.
Kelly Mumford (46:51) step, okay? To review.
Zo Hooda (46:53) Kind of the scoping, you know, talk about a little bit around like the Roi that we’re going to look at as well as what the rest of the process looks like in terms of like legal, who needs to see this just align on that process? And then from there, once we confirm the scoping, the next call would be like let’s present with the pricing and walk you through that. So you are fully aligned on that, don’t answer any questions you have around the actual pricing and licensing?
Kelly Mumford (47:17) Okay. I think if you could send me a base contract, I can have my it and legal team look at it because they would have to sign off. And then you can leave the pricing out of it. We can provide you that information. I’m happy to meet, talk about scope and all the other items. Those are like key hurdles. Like it’s time for me to bring my it team in. It’s time for me to send details over my legal team is pretty good, but those are… key levers and entry points. Like I need to do that. So to the extent that you can provide, that would help us. Yeah, I’m just.
Zo Hooda (48:04) Thinking about it as well. On my end, I don’t think I can, I can’t submit a contract request with no skews in there. But what I can do is we have the master services agreement which walks through kind of what Noah was talking about around like the timelines, the slas and all the rest of the legal portion. So that may satisfy what your it and legal team need right now. And then in the meantime, we can work on the scoping to get to the point where we have, okay, this is the official contract.
Kelly Mumford (48:30) Okay. That’s sounds good.
Zo Hooda (48:31) Yeah. And we typically base our default is we base it off of a three year agreement. As I mentioned, Kelly, the discounting is also impacted by the length of the contract. So we typically align on three years to get the maximum benefit on that end as well. Does that sound good on your end? Is to model it off of three years it does?
Kelly Mumford (48:54) What is your typical if it isn’t working? What is the termination process? Like I assume I would have a way to end services before then if I felt like I needed to.
Zo Hooda (49:08) Yeah. So there’s all of those details I can’t repeat off the top of my head, but those details are in the master services agreement for like around clauses for termination, things of that nature?
Kelly Mumford (49:19) Yeah. I would assume it’s less than 36 months.
Noah Laack-Veeder (49:24) I would just say it’s based on our performance. So like if we aren’t hitting our outcomes… then you could, yeah, get out of the contract, but the details are more in the master.
Kelly Mumford (49:40) What if it’s not based on performance? What if it’s based on strategic objective change in our organization? What if it’s based on that?
Noah Laack-Veeder (49:48) Yeah, I think that maybe the best thing would just be we can highlight those in the contract and you can just take a look because yeah, like that’s just something that it’s a thorough document that outlines all of that. So, just, it’d be best for you just to take a look at that and then we can talk more.
Kelly Mumford (50:05) OK. That sounds good. All right. Cool.
Zo Hooda (50:08) And then I did just have one more question Kelly before we wrap up, I was just curious as you were mentioning it, and I know we talked about this on our last call, but you were talking a little bit about the billing company and how, you know, not the most trustworthy and last time we spoke, you mentioned, you know, you’re not contractually obliged to use the billing company, but as an organization, will you stop using them? Probably not. I think those are the words. But I’m curious, you know, if medallion is offering faster turnaround times with better accuracy. Let’s say on the pay enrollment piece of things like what would, what is stopping you from using medallion in that scenario? I’m I was just curious honestly.
Kelly Mumford (50:45) We are contractually.
Zo Hooda (50:46) Obligated.
Kelly Mumford (50:47) Oh,
Zo Hooda (50:47) you are. Yeah, absolutely. Okay. Got it.
Kelly Mumford (50:50) They’re contracted, but, you know, like big picture thinking if this went well.
Zo Hooda (50:57) Though.
Kelly Mumford (51:01) Yeah, I mean, we can get faster turnaround.
Zo Hooda (51:05) times and better accuracy. And then you’re no longer saying I don’t I have to double check everything medallion does, actually, medallion. Does it really accurately. That might be worth the conversation down the line exactly.
Kelly Mumford (51:16) Exactly. I think a demonstrated successful partnership is the best leverage we could employ to drive meaningful change in that.
Zo Hooda (51:23) Right. Okay. Yeah, that makes sense.
Noah Laack-Veeder (51:26) And so, yeah, with, and the reason why we’re just twofold one, the strategic initiative there. But two, like in terms of scoping when we ask about the pair enrollment piece, like if you’re doing it through your billing company, like if you’re just submitting kind of like a master application out to them, that counts as one, right? So we just want to make sure we’re really like speaking apples to apples in terms of like if medallion is this utility that’s doing pair enrollment for you? Like what is an application? So we can just make sure we’re getting that correct?
Kelly Mumford (52:01) Yes, hypothetically, even what you’re doing with us is different than what you would do if we were to go down that other pathway.
Noah Laack-Veeder (52:07) Yeah, because like the way that it works is like, I mean this is how it’s going to work. If you’re through the billing company, we kind of call that like a third party enrollment. So we package the application, do all that process up front and then we send it out to that organization. Then they’re responsible for submitting the enrollment, which again is similar to this facility model where it’s like medallion can only control so much like we’re going to hit really good turnaround times and get that data all set up in the platform. But then that piece being sent out is just going to be a single app. If we were taking on all of it, if you’re doing like 20 enrollments, medallion would do the 20 enrollments at the time of submission. So what we’re doing is we’re sending that application to your billing company to do the work versus medallion doing what we all like the end to end. But to your point, we’re only going to charge you for that single application, not for 20 because you’re not utilizing this for that service. So.
Kelly Mumford (53:04) How do you build the… backend of submitting the payr applications on behalf of the billing company? Like how does that work? Is it, how?
Noah Laack-Veeder (53:19) Does that work? Yeah, it’s the same kind of idea as like we just, we pretend the billing company is the payr pretty much. And so we,
Kelly Mumford (53:32) if you were to take that next step with Solis, and you were to say we’re actually going to submit all 20 of those on your behalf. Is there like a data feed into the payr? Like how does that work?
Noah Laack-Veeder (53:46) Yeah. I mean, it’s we, yeah, there’s depending on the different, depending on the payr, there’s different means. So commercial, typically, we’re submitting them via roster. So we have like roster agreements with like the major commercial payrs where we send that. And that’s why we get really fast turnaround times. If it’s through medicare, we’ve got integration with paycos directly. So we’ll do all that like the a 55 I forms directly. And then for medicaid that’s like our biggest engineering effort is automating the portal submissions for medicaid. And so we’ll actually just use robocrawlers to populate the different medicaid portals. What your billing company is doing, I mean,
Zo Hooda (54:28) because they.
Noah Laack-Veeder (54:28) don’t probably have the technology that medallia does. So they’re just doing that work manually. So, if you work with us, we’re just doing that work using modern technology. And we also have much more control over the whole process, which is why we get faster turnaround times, okay?
Kelly Mumford (54:46) I will think through if there’s a way.
Kelly Mumford (54:54) I would prefer to have the control under us. I know that the organization isn’t going to want to pay for billing services and then pay another third party to perform the functions of the billing service. Like I know that.
Zo Hooda (55:08) But at the same,
Kelly Mumford (55:09) time, if there is the ability to meaningfully integrate with some of those billing teams, I would want to do.
Noah Laack-Veeder (55:16) That, yeah, and we do integrate with billing. Like, so there’s organizations that say, look, we’ve got a billing aspect of our organization. We’ve got an enrollment part of it. And the biggest thing that the billing company needs is the effective dates with which payer and different information around that we can absolutely get you that information. So, like if the billing company is like, look, we need that we don’t care if you do the enrollments with us. There’s really no blocker there. It’s in fact, there are billing companies that work with medallion to do the enrollment for them because it’s not the core part of their business.
Zo Hooda (55:55) Sure. I.
Noah Laack-Veeder (55:59) mean a lot to think about. But either way like a phase one is we just go through this, see how that goes? Phase two, is we take on more of it like that is absolutely an option.
Zo Hooda (56:10) I like to think.
Kelly Mumford (56:11) About it though. I like to take the step back and do bigger picture thinking when.
Noah Laack-Veeder (56:14) Possible. Yeah, the impact is going to be larger.
Zo Hooda (56:19) The.
Noah Laack-Veeder (56:19) more control you have over it, right? That’s just how it works.
Zo Hooda (56:24) Okay. Awesome.
Noah Laack-Veeder (56:25) Well, thank you all. Of course. So.
Zo Hooda (56:27) Just to recap next steps, what we’re going to do is as a follow up, send you our msa as well as the questions we require for scoping, and then obviously, we’ll want to give you some time to get the answers to that. So, Kelly, perhaps we can meet with you on Thursday to give you enough time for the team to answer those questions, and then we can come back together, confirm those, see if we have any questions on it. And then also just talk about next steps from here as well. I am going to.
Kelly Mumford (56:58) sbi this week. So I will be out Wednesday to Saturday. So probably not before next Tuesday. I mean they can provide you that information anytime they want.
Zo Hooda (57:10) Okay. Yeah, but I will be out. Okay, then, what I would suggest is after you come back, Kelly, we have a touch point just to align like, hey, this is what we gathered from the team.
Zo Hooda (57:22) Confirm that. So obviously you said not before Tuesday, would Wednesday be a good day for you? The 20 second? Yeah, sure. Okay. How does 12 PM eastern sound on Wednesday?
Noah Laack-Veeder (57:36) We.
Zo Hooda (57:37) could also do three PM.
Kelly Mumford (57:46) I’m going to talk calendar too.
Kelly Mumford (58:01) Either one of those works for me whatever.
Noah Laack-Veeder (58:04) Okay.
Zo Hooda (58:06) All right. Then, I’ll send it out for 12 PM then, and then, yeah, that’ll give us a chance to connect after you get back and we can align on next steps from there. But, yeah, in the meantime, we’ll send the msa and the scoping questions.
Kelly Mumford (58:18) Okay. Sounds good. Thanks, y’all.
Noah Laack-Veeder (58:20) Cool. All right. Thanks team have.
Zo Hooda (58:21) A great rest of your week. Thank you.