Transcript
Brandon Bradshaw (00:00) hey, Jack. How you doing?
Jack Koonce (00:02) Good, man. How are you?
Brandon Bradshaw (00:04) Doing well, happy Tuesday. I like the shirt. Is that just like a button up shirt or a.
Jack Koonce (00:11) little polo? Yeah, it’s, I don’t even know what it’s like beach designs. I don’t know what it is. Yeah, I’m, got my, yeah, Tri, fit polo and gym shorts like the go to fit these days.
Brandon Bradshaw (00:25) I feel like I’m just like constantly in gym clothes and I’m like I should probably like shower, look more professional, but like, I just want to like move all day. So, when I’m not like sitting at my desk. I’m just like, all right. I want to go do something active.
Jack Koonce (00:36) I hear you. I hear you… just churning through these, huh?
Brandon Bradshaw (00:43) Kick offs, these calls. I know. I messaged Naomi, I was like another day, another call, you know, another kick off here. We go. All right. Hey, Jacob. Good. How you doing? So, it looks like we have for… our call today. We have… Amy, Kathy brilliant, but right now, I have a Saunders last name, Saunders on?
Jacob Andreasson (01:15) Yeah, Kathy, that’s Kathy?
Brandon Bradshaw (01:17) Oh, that is Kathy. Okay. Yeah… cool. Cool. I’m gonna go ahead and let her in then. If that’s if you guys are good. Ready to go.
Jacob Andreasson (01:25) Yeah, let’s do it.
Brandon Bradshaw (01:30) And then, Jack, I’m cool. Sharing the deck again if you want me to.
Jack Koonce (01:33) That’d be great. Thank you.
Jacob Andreasson (01:40) Hi, Kathy.
Brandon Bradshaw (01:41) Hey, there, Kathy.
Jacob Andreasson (01:44) Oh, you got me on mute. Yeah.
Kathy Saunders (01:46) I’m on mute. Sorry about that. How’s it going?
Jacob Andreasson (01:49) Good. How about yourself?
Kathy Saunders (01:50) Good, good. I think we’re waiting on two of my colleagues to join.
Jacob Andreasson (01:58) Yes. And Kathy, I have to ask last time we actually chatted, you had to run because I believe there was a fire at your cell dormitory. Oh, yeah. So, he’s fine. Wait. Okay. Is he okay, I wonder if he’s good there, he’s.
Kathy Saunders (02:10) fine. All his clothes were ruined, but he’s fine.
Jacob Andreasson (02:13) Oh, my God, that’s good. Do they know what started it? Was it like an electrical thing or?
Kathy Saunders (02:17) No, it was one of his dumb roommates threw a cigarette in a garbage can.
Jack Koonce (02:22) That’ll do.
Brandon Bradshaw (02:23) It, oh my God.
Kathy Saunders (02:24) That’ll do, yeah, can you imagine?
Jacob Andreasson (02:27) That’s crazy. I’ll bet he’s in a little bit of trouble.
Kathy Saunders (02:30) Oh, I would bet, I would bet.
Jack Koonce (02:36) Where did this happen at?
Kathy Saunders (02:39) A school outside of Philly, widener?
Jacob Andreasson (02:41) Okay. Yeah.
Kathy Saunders (02:43) Yeah, one of the dorms.
Jack Koonce (02:46) I’m sure that was a fun conversation with whoever showed up.
Kathy Saunders (02:50) Oh, yeah. I’m definitely.
Jacob Andreasson (02:53) Sure. I’d be curious if he is still enrolled at the school.
Kathy Saunders (02:58) Yeah, he was an exchange student. I don’t know what happened.
Jacob Andreasson (03:03) He’s foreign. Come on. Yeah, exactly, you know, they smoke.
Kathy Saunders (03:08) And drink like it’s nobody’s business.
Jacob Andreasson (03:12) I feel.
Brandon Bradshaw (03:12) like that’s portrayed in multiple movies of like how people start fires, you know, like on purpose. Yeah.
Kathy Saunders (03:17) Yeah. So, pretty excited here to get started.
Jacob Andreasson (03:23) I’ve been looking at the worksheet template.
Kathy Saunders (03:26) It’s a lot of data. I’m hoping I can just share my worksheet templates with you guys to say, hey here, I have it all in my pretty worksheet but it is a lot of information.
Jack Koonce (03:41) Yeah, I hear you there. I think from our side, we hit you heavy in the front, so it’s super easy moving forward. And we’re also coming from a place of where we don’t ever want to assume that the data we’re pulling from one of your sheets is accurate, right? We don’t want to be in a copy paste kind of realm. And Naomi or Brandon may have more to add there. But I think from our perspective like square one year we start, we just want to make sure that whatever data we’re getting from you guys is 100 percent your data. It’s accurate, which is why we have our worksheets and templates. So, you know, it’s going to be a lot less pain free moving forward. Yeah, that is kind of a starting point from an implementation perspective.
Kathy Saunders (04:18) So, I will be copying and pasting it out of my spreadsheets into yours.
Brandon Bradshaw (04:22) Yeah, it’s going to.
Kathy Saunders (04:24) Definitely take me some time. I’ll put somebody on it soon and we’ll start working on that.
Jack Koonce (04:29) Sure. Okay. Gotcha. Yep. Thank.
Brandon Bradshaw (04:32) You, Kathy. Yeah, and I’ll get into it a little bit more here when we get to the implementation piece of this presentation, but yeah, we would definitely need that in our data template especially because we have a team over here which we’ll talk about here in a moment too, but they can run like a data validation on our templates really only. And so with that, they can see really like where something may be like inputted wrong and all of that. And so they do that out of our own template. It’s like hooked to their system. And so that’s why the big piece of it would be putting it into our import template as well.
Kathy Saunders (05:05) Okay. All right. I don’t know where Amy is, so I think we can get started. I don’t want to hold this team up. I’m sure we have a short amount of time, right? Okay?
Jack Koonce (05:15) Yeah, we can jump in here and, right? We’ll send this deck out and we’ll always be available for questions, comments concerns following this, like even if your group on your side needs kind of a light kickoff beyond this, let us know, and we’re happy to pull something together to educate, inform whatever you want to call it.
Kathy Saunders (05:31) All right. Thank you. Yeah.
Jack Koonce (05:33) No problem. So, feel free to ask questions, right? I know there’s a large group on our side, but we don’t want to feel like we’re just talking at you. So if you have any questions, let us know, but Brandon, if you can hop to the next slide.
Brandon Bradshaw (05:42) Can we just?
Jacob Andreasson (05:43) Do a quick round of introductions just so because obviously, there’s a couple of us on here with Kathy. So obviously, Kathy, you know, me and Jacob, it’s had a pleasure working with you guys throughout the partnership. But if we could just run through the folks on the medallion side, that’d be helpful.
Jack Koonce (05:55) Yeah. And we’ve got a fun slide coming up here. I’ll show you to kind of cover that. Oh, perfect. So we’re going to do intros really quick. We’ll cover the partnership. Brandon’s going to walk, you know, really through the meat and potatoes of implementation provider, engagement, the parent enrollment process. We’ve got some good tips and tricks on success factors. And then next steps and again, please ask questions throughout you don’t have to wait till the end. All this will be sent out. I know Brandon’s going to have a ton of information to send you and your team like his follow up items and we’ll set up implementation calls without further ado. We can introduce ourselves. So my name is Jack kuntz and I will be your dedicated account manager. So we’ve kind of we kind of take a multi pronged approach to making sure you’re getting the best service possible. So I’ll be more of your executive partner, dedicated resource for all commercial needs. I’ll know everything about the contract front and back. I’ll work a lot on the consumption metrics side. And the plan would be for you and I to get some on the calendar, you know, somewhat regularly. So, you know, I’m available. You’ll have my contact information, whatever it may be… you know, executive business reviews, etc, I’ll be your person. So Jacob has been wonderful so far he’ll kind of step out of the scene. But I’ve got some big shoes to fill to be your kind of best for moving forward on the executive review kind of front. And then Lee will be working a little more closely with some of your team on the engagement side. But I’ll let her introduce herself. Yeah.
Leigh Howle (07:26) Hi. So my name is Lee Howell. I will be your engagement manager really excited about the partnership going forward. And I will manage just long term day to day operations, PE, caqh management. We will have weekly syncs to go over progress that’s being made. Any questions that come up? So, yeah, just really happy to be a part of the team.
Kathy Saunders (07:48) Okay, great. And then.
Brandon Bradshaw (07:51) I’m happy to go next. So I’m Brandon, your implementation manager. It’s very nice to meet you, Kathy. And I believe the rest of your team has joined as well. So I’m looking forward to working with you all as well. I’ll be leading the implementation phase here. So guiding you through setup data intake system readiness all of that. We also have Naomi who’s on the call from wealth. She’s from the implementation team. She’s our senior implementation project manager here. So think of me as your captain and she’s our senior captain as we work through implementation together. And Naomi, I saw you came off. So I didn’t know if you wanted to add anything.
Leigh Howle (08:21) I was just going to say hi, everybody. Nice to meet you. Yep here to support Brandon. So great.
Kathy Saunders (08:27) Thank you. And.
Brandon Bradshaw (08:28) Then lastly, I’ll talk about the technical solutions manager here. It says TBD at the moment. So they actually get assigned to your account after we really get your data. So as we move through implementation, you know, we get your data import template from you once it’s filled out, they’ll be assigned to your account. And then, so we’ll make sure to loop them in, let you know who that individual exactly is. But they’ll manage more of the technical components of getting your data into medallion as I kind of spoke to you a little bit earlier with when we were kicking things off here. So, yeah, very nice to meet you all awesome.
Jack Koonce (09:01) Kathy, would you guys mind giving a quick intro of how you’ll fit in this project?
Kathy Saunders (09:06) Yeah, of course. I’m Kathy Saunders, SVP of RCM here at redefine management as, you know, we’re pretty busy practice and growing and I believe Amy just joined. And yep, there she is, Amy.
Kathy Saunders (09:26) Amy, we can’t hear you.
Brandon Bradshaw (09:30) There’s a phone number, I see Amy, and then there’s a phone number as well. So I don’t know if she’s both of those and maybe needs to unmute the phone number, but.
Kathy Saunders (09:43) Amy, are you there? Let me text her.
Jack Koonce (09:47) Let’s see if she can hear us too. It’s in the chat. Thank you. Oh, I see you, Jen. Oh, there you go, Jen. We’ll give her a second to see.
Jack Koonce (10:07) She said she can hear us. Okay. Well, maybe we can keep rolling and as long as you can hear us, you’ll know what we’re talking about and we will make sure we can hear your voice on future calls for sure.
Jack Koonce (10:18) But yeah, I mean, I think the short here is there’s a big team on our side beyond this, but these will be your, you know, dedicated medallion counterparts will be available for you and the team for everything implementation and beyond. And we’re excited to be working with you. You can go to the next slide. Yeah. So a little bit about why we’re here. You know, I spoke to Jacob and looked at some notes and I think what I kind of pulled out would be kind of three prongs here, right? Our platform is a single source of truth. So real time updates, dashboards, reporting analytics, it’s going to be available to you. It’s where I’m going to spend a lot of my time working and putting it in front of you. So you don’t have to go in and look retroactively, I’m going to put this stuff in front of you proactively, so we can track consumption tasks, et cetera. You know, in as real time as possible, increasing provider support infrastructure. So we’re going to be taking on the bulk of scaling your validation enrollment work so that, you know, your team, you and your team, you obviously have other revenue priorities you’re focused on and we can alleviate a lot of that stress. And then I also see that there’s definitely a desire to expand into new markets, some other states. So we’re going to help support faster productivity accountability and faster turnaround time. So, our goal is that you get to grow and we’re the machine behind you pushing you towards new growth. So I know there’s probably more than that we’re going to work together on a partnership of. But these are kind of the key themes I pulled out from our notes internally. Anything else here that you feel like needs to be flagged or we can flush those out in future conversations?
Kathy Saunders (11:46) No, I think we’re good.
Jack Koonce (11:47) Awesome. Cool. So just a quick partnership overview, one more slide and you can kind of see what we have here in the first year of our contract. So medallion core the enrollment revalidation, caqh, management, payer, enrollments and facilities, enrollments. I want to be very clear that these numbers on the right side, you don’t have to memorize these or get these tattooed on your arm. We’re going to track these. These are going to be in the dashboards that you’ll have access to all the time. We’ll track that consumption. If something looks high, I’ll be the first one to get you on the phone and communicate. Hey, here’s, what we’re trending towards in the same kind of vein. If you feel like you guys are going above and beyond anything we forecasted or working on this contract, let me know and we’ll do what we can to right, size that contract and keep things rolling really smoothly.
Kathy Saunders (12:35) Hey, Jack, while you’re talking about that, is it wise for us to give you a heads up when we’re bringing on a larger practice to say, you know, there’s a practice with 10 or more providers just so you’re aware of what’s coming? Yeah.
Jack Koonce (12:48) Absolutely. Because then we can work and see if we need to tweak anything from like what you’re currently contracted for or just to get out of it. Especially like looking at the different contract years and what may or may not roll over. But my anticipation is you and I will connect in some capacity pretty often that we don’t have to do anything out of the box to communicate that.
Brandon Bradshaw (13:07) Got it. Yeah.
Jack Koonce (13:09) And then one more slide for me here, Brandon, if you don’t mind. So again, you know, kind of like I mentioned, we’re focused on you guys and what you want to get out of this, right? You’re going to have direct visibility into everything. We’re doing real time tracking reporting. All your providers will be into our platform for one source of truth, real time updates. I know Amy had sent a question email about if we would update, you know, information on more public facing websites and, you know, unfortunately not at this time, but we will house all that information for those updates to be made. So once your providers are imported, it’ll be that one source of truth that you can rely on in the platform. Again, we’re going to be introducing some more accurate workflows and automation which again will cut down on turnaround time and the work that you and your team will have to do. And then it’s super important to me and the rest of medallion that we align regularly on your top initiatives, your top goals throughout each contract year. So I do like to ask kind of going into this. You know, are there any specific goals metrics that you guys are focused on that we can help with now that we should be aware of or, you know, that’s certainly something Kathy and I can talk about in our first couple of conversations throughout the.
Kathy Saunders (14:17) Day. So I will say, you know, looking at the immediate future, I do not have any doctors coming live anytime soon. Anything anyone that is joining our practice within the next couple of months have been already started by our current credentialing company. But that doesn’t mean that they will be completed. That doesn’t mean that another new doctor can join in at any time. So I think it’ll be really important. Yes, for us to just stay in touch. I think the main thing now is just getting the medallion platform set up with all of the current information we have because it is a lot.
Jack Koonce (14:54) Sure. Well, we are well equipped to handle that and we are excited to get the ball rolling. So I will kick it over to Brandon to talk about all the meat and potatoes of this implementation. But yeah, let’s get rolling. Thank you.
Brandon Bradshaw (15:08) Jack, yeah, I think that’s a great segue into implementation. But also today, what we’ll do, we’ll cover our implementation phases, our data strategy for medallion, and then the key milestones for implementation as well. So, following the internal teamseq that Jack was kind of talking about, we identified, you know, some specific call outs and some information we’ll get into a little bit later in regards to like the technical requirements of how we’re you know, we talked about a little bit at the beginning of this call as well, but, you know, how we want to get your data into medallion so, but.
Jakelin Patino (15:38) Just.
Brandon Bradshaw (15:38) looking at the slide here, we are currently in the kickoff phase. So our primary focus is prepping your data for import. Sounds like you’ve you know, you’ve seen that you’re you have, some data already. So I’ll make sure that you probably have the data import spreadsheet if not, I’m always, I always send it after this call anyway just to make sure that you have that. So it’s just a comprehensive spreadsheet covering providers groups and practices and then enrollment data. So just make sure that we walk through that together as well as part of this implementation process. As you, as you mentioned with all the data that you have here, Kathy, and just looking it over, I would say just to be it is like the more cumbersome part, of the implementation process here. But as you know, Jack was mentioning it as well. Once we get past there, it’s really the low becomes lighter and we’re able to really streamline, our workflows here as well. So, yeah. So in regards to that, then moving down to talk through all the data import piece on the slide here, but moving into like, our training and review here. So our training philosophy is hands on. We conduct sessions directly within your environment using your loaded data. So it feels more of like a go live scenario for you. All sessions will be recorded. So I’ll make sure to share those after we have those training sessions. And then, but I’m always, you know, it’s not just like a one and done if you need some ad hoc like deep dives or additional training sessions as well. You know, we’re here to support you in that. Once the training is complete, we move into the launch phase. We’ll be live and my team will closely monitor like conception. And then just, you know, your requests and just making sure you know, everything. We just wanna make sure that you feel like a pro in the system and that, you know, what you’re doing going forward. So that’s really our job here is to make sure we get your data in there and then you’re able to use the system effectively as well. Any questions on the roadmap here before we dive more into the details?
Jakelin Patino (17:43) No. And like you mentioned.
Kathy Saunders (17:45) I did take a good look at the template. I will like I mentioned earlier, I will start working on that, but let’s talk about the import of the data.
Jakelin Patino (17:54) Kathy.
Kathy Saunders (17:55) Can you hear me? Yes. Okay.
Jakelin Patino (17:57) So, Brandon, thank you for all that. And just to give you a little insight, I’m sitting here with Jackie patino who works with me in compliance and she is has extensive credentialing on as well. I actually shared the template with her and she’s been working on it before that in the last several weeks. She’s been working on all the multi level shortcomings from what was or actually was not done previously. As far as updating all our provider caqhs. We do have a Healthstream that we have things in also that we’ve updated. I understand from our last conversations though that you can’t import from Healthstream but into your platform but you can import from caqh, is that correct?
Brandon Bradshaw (18:49) That is correct. And maybe Naomi, if you have additional information there and I’m going to get into this a little bit too, there is some basic information that we will need to capture in order to get that information in from caqh. But Naomi… I don’t know if you’ve had anything else to add there as well. Yeah can you elaborate?
Jakelin Patino (19:08) On your.
Kathy Saunders (19:09) question?
Jakelin Patino (19:13) As far as the import, right? So the documents that I already have and we’re trying to get as much primary source as we can as well and not just verifications. We have been actual documents and we’ve uploaded as much as we have, which is quite a bit right now, there’s just a smaller number of providers with some of the newer ones that we’re still trying to get some documentation from. But the bulk of the others, we pretty much have it all. So I think your first phase there, if you’re able to import from caqh, you’re going to find a lot of it there. Also the various tabs on your worksheet, Jackie’s been working on and has a lot of it completed. I’m going to actually turn this over to her right now because I think there was one in particular that she may have had questions on. So I think we should address that because if we can get through that, then I think these first parts are going to go very quickly for the implementation.
Naomi Denson (20:09) Yeah. So any documents that are in caqh will come over with the import. Caqh historically only requires a Coi face sheet for the malpractice insurance. So all other licenses, deas, medical diplomas, things like that are optional for providers to load. If you load them in that’s great. They will come over however because they’re not attached to anything in caqh especially for the licenses, existing licenses, deas and board certifications, they’re just kind of in their document section in medallion, they actually have to be attached to the existing license Dea or record. So it will be another step to add them to that.
Jakelin Patino (20:52) Step on your end, meaning you can pull it and then you just have to do something else with.
Naomi Denson (20:55) It typically it’ll load into the provider’s documents, but it will fall to either the admin or the provider themselves to attach it to the licensing record to complete the requirement in the profile.
Jakelin Patino (21:10) All right. So Jackie will work on with you and Brandon on that. So for this aspect of getting everything over, Jackie will be the point person on our side.
Jakelin Patino (21:27) Do you want to ask the question that you have, I’ll wait until they go to the slides that’s fine. Yeah.
Naomi Denson (21:32) And I don’t know which version of the template that you have and that you’re working on, but we.
Brandon Bradshaw (21:38) also are.
Naomi Denson (21:38) happy to set up an additional call with you outside of the kickoff call to walk through tab by tab and answer any questions that you have. Okay?
Jakelin Patino (21:47) That works for me. Yeah, the version we have is what you just sent a couple days ago?
Brandon Bradshaw (21:56) Okay. Cool.
Jakelin Patino (21:58) All right.
Brandon Bradshaw (21:59) But yeah, I think in regards to maybe this is part of an answer into that question as well. It’s just like with the data. And as Naomi said, be happy to set up another call to walk through the data import template a bit more in detail as well, especially as we dive deeper into like the data strategy regarding that data import template. But really to ensure like a smooth setup with that template, there are three critical pieces of information we really need for every provider you’ll see within that tab, provider tab on the data import spreadsheet that’s going to be the email address, the caqh id and their social security number. And the reason we prioritize those three things is because medallion integrates directly with caqh. So this allows us to automatically pull in roughly 70 percent of the provider’s profile data.
Jakelin Patino (22:51) So.
Brandon Bradshaw (22:51) We will pull that data directly from their profile. And then you as the medallion administrators will have permissions to edit and refine this information once the import is complete. I believe Naomi was speaking about that a bit as well… regarding the provider access. We’ll collaborate on a timeline to invite your providers into the system allowing them to be able to manage their own details as well. So some of the like provider must haves here. There’s two specific items as well that only the providers can complete. And that’s going to be any like disclosure questions. So standard attestation required for each provider and then any like agreements so specifically like the release of information document. So down the road providers must log in to attest that their profile is 100 percent accurate before we.
Jakelin Patino (23:42) can officially like,
Brandon Bradshaw (23:43) trigger any payr enrollment workflows. But yeah, I think the kind of question was around like we can do we integrate directly with caqh, and there’s just the required really information that we need on that spreadsheet in order to pull in the majority of their data as well. Does that kind of help answer the question that you had Jackie?
Jakelin Patino (24:08) A little bit, but it’s definitely more detailed. I can definitely wait until you go through more to see if it answers. But so far you’re.
Naomi Denson (24:17) okay. Okay.
Brandon Bradshaw (24:18) Yeah. Like we said, we’ll set up more time for that. All right. So… I’m going to go ahead and move on here. Oops. Sorry, I just accidentally lost… my… and I’m going to send over, just lost all my tools here. Apologies. Here we go. I’m going to send over this deck as well after the call. So there’ll be some slides in here that, so this is a little bit more about like when we do get your data, what the data, what the configuration or the data import process looks like on our end as well. And so some of these slides I’m just going to skip over or skim through, but definitely something to refer to when I send it over for you to read through as well. So there’ll be some additional slides in this slide deck just for more of like your information as well. But a good amount of this, we’ll talk about more later on as we get through the implementation process here as well.
Jakelin Patino (25:29) All right. Let’s briefly touch.
Brandon Bradshaw (25:30) On provider engagement here. So I’m going to share as I mentioned, several resources after this call including a provider announcement email template. You’re welcome to use it as is or modify it or create your own communication. We just recommend notifying providers about the medallion partnership ahead of time. So they recognize the upcoming communication that’s going to come from us as well. So for instance, during onboarding, providers will receive an invitation notification. They’ll receive a provider packet outlining requirements. You’ll have the option to customize the invitation email. And for instance, we can like include in that like your company logo and messaging. So providers clearly recognize the connection to redefine management as well. So between redefine I should say and a medallion. So the reason we recommend this is that visibility tends to increase response rates and reduce any like confusion during onboarding and when they start to see that communication. But that won’t be sent out until you give us the green light to do so to send that out. So any questions on that at all?
Brandon Bradshaw (26:49) Some more information on that here as well, but like I said, I’ll send this over. I know it’s quite a bit to read through right now. All right… let’s go ahead and we are going to move on to the payr enrollment process here. So this slide here outlines the overall process and timeline. You’ll notice the icons in the top right corner. These indicate which steps are medallion’s responsibilities and which steps fall on your team. So during implementation, we’ll begin the data migration and account setup that includes creating provider group and practice profiles. As well as completing those profiles. You’ll also import any existing enrollments you currently have in place for your providers or your groups. From there. When a new enrollment request is needed, the provider’s profile will need to be created and completed… and the provider will log in to sign their agreements. As I talked about earlier. And I’ll show you the workflow for how to submit an application request to our team as well. Let’s see, yeah, once that request is submitted, our team will complete the application, submit it, to the payer and continue following up until we receive confirmation that the enrollment has been processed and that the provider is officially in network and participating under your group and tax id. In terms of timing. Once you submit an enrollment request, it moves through the intake process. When it reaches a status called intake complete. That means our team has reviewed the provider profile and confirmed, we have everything needed to submit the application successfully. From that point, we have 10 business days on our end to submit the application to the payer. So as far as total turnaround time from creating a profile to confirming enrollment completion? The typical turnaround time is about two to four months. As you can see at the top there that said timelines can vary depending on the payer and their specific processing timelines as well. This is just a high level overview of the process as well. So like I said, I’ll be sharing this deck with some more information and you can always reference it later as well.
Kathy Saunders (29:22) I have a question, Brandon during this process with particular payers, very specific forms need to be signed by my providers. Does that come, do we receive emails or is it upon us to log into medallion daily to see if there’s anything that we need to handle signatures? If you need some another form of documentation, et cetera. So as far as.
Brandon Bradshaw (29:49) I’m concerned there’ll be different kind of communication and tasks that will be assigned to like providers for them to complete certain tasks or to do for… instance, to sign any documentation as well as for logging in. I mean, it doesn’t hurt, but Naomi, I don’t know if there’s any other. I know that there’s a task in the communication that comes through that on like a specific cadence, but I’m not sure if there’s anything else that the team would need to do beyond that.
Jakelin Patino (30:20) Brandon, it’s Amy, one of the things on provider communications is great. I know we discussed it previously on other calls that you’ll send the email notices to the providers.
Jakelin Patino (30:31) We need to ensure that anything that goes to the providers while it’s great. And we want that to happen that we also get copied. An example would be important for Kathy to be copied on those emails. Because if there’s something that we think we’re moving forward with on a credentialing and you’re getting a signature on it, and for some reason, something has changed on that or that provider shouldn’t be going a certain place or getting that credential, then Kathy can be aware of it and she can step in and just keeps her apprised.
Jakelin Patino (31:02) So can that be set up so that when those emails go out, it’s not just the provider but we have a default copy to as well. We.
Naomi Denson (31:10) don’t actually email the providers directly. All of our outreach to the providers are done through a tasking system built into medallion that you as admin users will have direct visibility into.
Brandon Bradshaw (31:22) So, you’ll be.
Naomi Denson (31:22) able to see all tasks that go out to providers. We can even set it up to where our teams are only tasking the admins. And then you will be the one that determines that you’re going to outreach to the provider to get the needed information or if you want to provide it yourself and are able to resolve those tasks that’s totally up to you guys. But we don’t email anyone directly other than our automated emails that go out with, hey, you’ve got this many tasks which admins are also getting reports on for all of their users… or you’ve got this approval, which admins also get.
Jakelin Patino (31:57) That sounds a little contrary to one of the early conversations we had where it was that question about the communication line and we were told that anything things that were needed from the providers would go to them. So now what I’m hearing is that nothing will go direct from medallion to the providers. It is so going to go.
Naomi Denson (32:19) Directly to their email. So there’s a task that we created in the platform which will then trigger an automated email to go out to them to let them know that they have a task that needs their attention in medallion, but we’re not just directly communicating via email. It’s all tracked through the platform.
Jacob Andreasson (32:37) So, Amy, they will get an email. It’s the automated email to complete the task within the platform.
Brandon Bradshaw (32:43) Okay. And then,
Jakelin Patino (32:48) when they get that then. So Kathy or somebody though is going to have to do a regular login and check and see who has how many tasks as opposed to being notified. When there is one… we did a weekly.
Naomi Denson (33:02) User report that rounds up all open tasks as well as an analytics dashboard in the platform that overviews all open tasks, all previously completed tasks, anything that’s outstanding and how long the tasks have been open?
Brandon Bradshaw (33:20) Question?
Jakelin Patino (33:20) As we’re doing this, is there a way to have a, we call them test patients in our charts? We’ll call it a test provider. So, Tony tiger, dr, Tony tiger, can we create some of that, you know, or do you have some other, you know, demo thing even though I know we see some demos, but once this is all together to actually see how some of this will process through. Yeah, just so that way we have a little bit of a hands on in advance and go live. We.
Naomi Denson (33:52) Can definitely. So we’re going to be doing full platform overview trainings in each area of your contract, we’ll do a deep dive instructional training, but we can also set up a sandbox for you guys which is a non live environment that you can test out different.
Jakelin Patino (34:10) Things and.
Naomi Denson (34:11) Kind of play around without breaking anything. So you can invite, you know, dummy providers and see what their experience will look like. And Brandon and I can walk you through that.
Brandon Bradshaw (34:21) That was great.
Jakelin Patino (34:22) Thank you.
Brandon Bradshaw (34:29) Thank you, Brandon. Thank you, Naomi. Appreciate you jumping on the questions here. So just in regards to moving on a little bit further into the payer enrollment structure here as well and how medallion organizes the data within the platform. So the way medallion structures enrollment data and what you’ll see reflected in the import template as well are three main levels groups, practices and providers. So within the system, providers can be associated with multiple practice locations. And those practice locations all roll up under a group. And you’ll have the ability to designate a primary practice location for each provider. So overall, there are three profiles that will be maintained and linked to each enrollment request, the group profile, the practice profile, and the provider profile. When we submit an enrollment request, it typically looks something like this. So we are requesting this provider be enrolled in this state with this payer and under this group and at these practices or sometimes in a single practice location. And that combination makes up one enrollment request. In some cases, we may also submit group level enrollment requests. For example, that could include enrolling a new group, adding a new practice location to an existing contract, or submitting demographic updates tied to an existing group enrollment. So you’ll notice in your data import template, there’s a tab called the provider practice group tab. That tab is where you’ll document how providers are connected to specific practice locations and how everything rolls up under the group. It’s a key piece of defining how your organization is structured and how it will be structured within the platform… with that said.
Kathy Saunders (36:22) And that’s a really big one for us because we have multi offices. And when some of these providers or groups join us, we call them provider centers, care centers. They’re coming with many office locations. So if a new doctor is joining us, his office locations are new to our practice as well. So at the time of enrollment, it’s not just the doctor, it’s their practice locations.
Naomi Denson (36:51) Practice locations are being added to your group contracts under your tax id that’s.
Brandon Bradshaw (36:56) correct. Okay. Yeah, that’s correct?
Naomi Denson (36:59) Yeah, we can manage that through demographic updates on the group enrollment, and then getting the providers appropriately to your contracts with their service.
Brandon Bradshaw (37:07) Locations, when I look at this.
Kathy Saunders (37:09) Tree and I look at group a, I guess that would be redefined healthcare. And then, you know, we use two different tax id numbers within our group, Multiple providers, multiple locations, not all doctors are credentialed with every provider that we do have contracts with.
Brandon Bradshaw (37:29) So it’s very detailed.
Kathy Saunders (37:32) Per practice… per provider.
Naomi Denson (37:39) So, there’s a tab on the data import template that’s called providers practices groups. And that’s what initially, when we import the data, we’ll make all of those connections, saying provider one works at. You can say they work at practice a and B and they tie up under group a, but practices a through Z all tie up to group a. And so we can configure that and associate the providers in any which way to any multitude of practices. We only submit enrollment requests that.
Leigh Howle (38:11) You specifically?
Naomi Denson (38:12) Request from us for a specific provider under the group with these specific practice locations. So we wouldn’t include any additional practice locations that you did not explicitly ask for?
Leigh Howle (38:22) Excellent.
Kathy Saunders (38:27) One more question, Naomi, while we’re on this topic, will medallion, de, link our new providers from their previous practices or is that something they need to do prior to joining?
Leigh Howle (38:38) We will not.
Naomi Denson (38:40) De, link them or terminate them from other group locations or other practice locations? The only capacity that we have for removing practice locations is if the practice has a profile in medallion that is tied to your group in an existing enrollment, you can request to remove locations and add new locations to an existing enrollment. But if their group information, their practice information and all of the existing enrollments tied to that other former location are in medallion, there’s no way for us to handle.
Leigh Howle (39:09) That, okay?
Brandon Bradshaw (39:17) I think Cathy, and just the information you shared with us, it answered most of the questions we typically have on this slide. Unless Naomi, there’s anything else that you feel like we need to know at this point?
Brandon Bradshaw (39:33) Silence is enough for now.
Leigh Howle (39:35) All right.
Brandon Bradshaw (39:36) So, moving on here, just looking at the time. Okay? Got a little bit of time left?
Brandon Bradshaw (39:46) So, we’re going to talk through some success factors here. So what?
Leigh Howle (39:50) Is the.
Brandon Bradshaw (39:52) key success factors for keeping implementation moving smoothly here. So, one of our primary goals is to get and we talked about it a little bit already, but it is to get those provider profiles to 100 percent completion. So, as I talked about earlier in the call on one of my slides when we run the caqh bulk import, that typically brings about 70 percent of the.
Leigh Howle (40:19) Oh… excuse me. Oh, thanks. Naomi.
Brandon Bradshaw (40:23) So that brings about over.
Leigh Howle (40:27) About.
Brandon Bradshaw (40:27) 70 percent of the data to complete the profile. So the remaining 30 percent usually includes items that are required for enrollment but not required within the caqh. So for example, in caqh, if a field doesn’t have like a required indicator, we notice that providers often will often skip it. However many of those fields are still necessary for payer enrollment. And the same applies to documentation. So while caqh may not require certain documents for attestation, we often need them for enrollment purposes. So some common examples of required documents would be like copies of professional licenses, diplomas, residency, certifications, and like board certifications. So if those documents already exist in caqh, they may transfer over. However even when they do some cleanup is often needed to properly map and associate those documents to the correct records within our system. So to support this process, I’ll be sending over what I call a provider or what we call should say a provider packet. It’s essentially a checklist that outlines all required fields… have that actually. And these are some videos here. I definitely recommend checking out after I send over this as you go through this information. But the provider packet, like I said it outlines.
Leigh Howle (41:46) All like.
Brandon Bradshaw (41:47) Required fields, data elements and documentation needed to fully complete a provider profile. It also includes a list of required documents that, and is broken out by provider type. Since those requirements vary. So, for instance, an MP profile will have a different required, have different requirements than like an MD profile. And behavioral health providers may have additional specialty specific requirements to capture their areas of expertise. So our system is designed to adjust requirements based on provider type and specialty.
Leigh Howle (42:22) To ensure.
Brandon Bradshaw (42:23) Everything needed for enrollment is captured.
Leigh Howle (42:28) And then.
Brandon Bradshaw (42:29) On the group profile… give a head there. But on the group profile side, most of that information will be populated through the data import template. And once we import that data there’ll be still like a few requirements, required documents to provide at the group level. So something like usually like W, nine forms, bank letters and organizational structure, documentation. Those will all be outlined in a separate document that I’ll be sending over. Just so you have full visibility into what’s needed as well. And.
Kathy Saunders (43:03) When our providers receive an email from medallion requesting their caqh, is it also requesting all of the documentations that are required documentation that is required? For example, you know, board certs, deas, et cetera, that may not be in caqh, or is that something we have to personally do on our end and manually upload it to the program?
Leigh Howle (43:30) Great question.
Brandon Bradshaw (43:30) I’m trying to think of everything that we’ve seen over here. Naomi might know this more off the top of her head at the moment.
Naomi Denson (43:38) Apologies, can you restate the question?
Leigh Howle (43:40) Yeah, sure. So.
Kathy Saunders (43:42) When medallion is sending out the welcome packet, email to a provider requesting their caqh, are you also requesting all the supporting documents that may possibly not be in the caqh, and if the answer is, yes, you upload them or is that something we handle?
Leigh Howle (44:02) So, the provider?
Naomi Denson (44:03) Packet is a checklist of requirements including required documents for the provider’s profiles that we send to you. And then,
Brandon Bradshaw (44:12) this.
Leigh Howle (44:15) process?
Naomi Denson (44:15) Is that you’re going to notify your providers of the partnership with medallion? We’re not just going to start outreaching to them without you notifying them of that. And then you can share that packet with them. What is going to come from medallion? When you say, all right, green light, we’re ready for our providers to start logging in and completing their remaining requirements. Is we have an option for you to customize the invitation that they get that we can then outline? You know, hey this is what.
Leigh Howle (44:44) we need for you to.
Naomi Denson (44:45) Do this is what we’ve already done. And then it’s going to be very clear in their profile. What’s still missing from the second that they log in, they’ll have an overview tab that says your profile is 70 percent complete already. This is what’s still missing.
Naomi Denson (45:03) You’ll get a provider packet and a provider welcome announcement email. And these are just things that we provide to you as a resource to get you started with the communications to your providers to let them know about the partnership with medallion. And then the custom email invite that comes from the platform is something that we’ll send out later on that just gets them started with logging into the platform.
Leigh Howle (45:30) I’m looking forward.
Kathy Saunders (45:31) To seeing it because.
Jakelin Patino (45:32) I do know my.
Kathy Saunders (45:34) doctors and I know them well, but they’re just going to dump data dump on us. So, I just, I’m curious to see what it looks like for them.
Leigh Howle (45:44) Absolutely. Yeah.
Brandon Bradshaw (45:45) You’ll be, we’ll be sending that over here after the after.
Leigh Howle (45:48) The.
Brandon Bradshaw (45:49) call, okay?
Leigh Howle (45:53) And.
Brandon Bradshaw (45:53) then lastly here… out some next steps here as well.
Leigh Howle (46:02) But we want to make.
Brandon Bradshaw (46:03) sure we’re not.
Leigh Howle (46:05) Dealing with information.
Brandon Bradshaw (46:06) As well. But just in regards to next steps really that first and foremost, and I know it sounds like y’all, been, have seen it working on it.
Brandon Bradshaw (46:14) Is that import template. So we, Naomi and I, as we mentioned, we would love to schedule time to go over that import template into more detail. So we can look over our, we’ll look at our calendars here and request or suggest some times for either later this week into early next week to cover that in more detail as well.
Leigh Howle (46:38) We’re going to send over.
Brandon Bradshaw (46:39) Our delegation agreement as well. And then the after really that main data import template would be completing the payr process scoping template. And so I’ll make sure to link that in my follow up email as well. And then the, you know, maybe as part of the, our next call would either be that data import template review call. But aside from that maybe even, but like we want to just make sure just to keep things moving along smoothly and efficiently with you is that we want to schedule a weekly implementation… series of calls. So we’ll make sure to set that up as well. So those will really be our next steps, that data import call, making sure to get that data over. And then just making sure that we have a call cadence going forward so that we’re always on top of things and we’re meeting regularly as well.
Brandon Bradshaw (47:36) Any questions other than that before we give you.
Leigh Howle (47:40) some time back here… scheduling wise?
Jakelin Patino (47:44) We kind of want to do a push on it for two reasons. One is as I mentioned, Jackie has a lot of it together and then she is going to be away for a week starting next Tuesday. So I want to be able to get you guys virtually everything, not the end of the week, but no later than Monday, the twentieth.
Jakelin Patino (48:07) With that in mind, what’s the soonest Brandon, Naomi, you guys can have a two on one at least if not a two on two with us for… reviewing the part of the workbook that there were questions on.
Leigh Howle (48:27) Great.
Brandon Bradshaw (48:28) Question I have.
Leigh Howle (48:30) Let’s.
Brandon Bradshaw (48:33) see here, I’m just going to look at Naomi and I’s availability here.
Jakelin Patino (48:43) We’ll talk about that in 12 minutes is three 30 open.
Brandon Bradshaw (48:47) I don’t think it is for Naomi, but I’ll let her speak to that as well. But I was thinking, I think we might have some time it.
Leigh Howle (48:56) Looks like on Friday?
Brandon Bradshaw (48:57) If you’re open to Friday?
Jakelin Patino (48:59) Nope, nope make it sooner, make it sooner. So that month after Jackie talks to, you can still give her at least a day and a half to finish it up. I really want to get you the whole thing as I say by the twentieth. Would you?
Brandon Bradshaw (49:20) What time zone? Sorry, are you in?
Jakelin Patino (49:22) Eastern.
Brandon Bradshaw (49:23) eastern okay.
Leigh Howle (49:26) Would three?
Brandon Bradshaw (49:26) P. M eastern tomorrow work for you? All Naomi? Is that okay with you?
Jakelin Patino (49:33) Yes, if it’s open, we’re good to go. Sorry. What was that? Naomi? I said we’re at fit sit.
Naomi Denson (49:43) Sit, you can find the time, absolutely, throw it on there.
Brandon Bradshaw (49:48) Okay. Thank you, Naomi.
Brandon Bradshaw (49:50) All right. So I’ll send that over for tomorrow… just to make sure who all needs to be on that from your end. I know there’s two on the Jackie’s.
Jakelin Patino (50:02) Jackie and I and Kath, it’s up to you if you want to be, but I don’t think you need to be because we’re really just focusing. I’m trying to split this up where we get the bulk of everything ready for the implementation. Then when we get to this, you know, next phase with the actual credentialing part that’s more you, but I’m just trying to get this stuff because these are all compliance documents anyway. So I, we’re trying to double up on that credentialing end of it.
Naomi Denson (50:31) Yeah, no, that’s absolutely.
Kathy Saunders (50:32) Fine. So, Brandon, on my end since, for the past years, this has been under my watch. I have documents, PDF files for all of my doctors.
Jakelin Patino (50:46) I would love today to.
Kathy Saunders (50:46) Dump that on you guys that you can possibly somehow upload that to medallion. I just saw Jack’s face like, yeah, you’re crazy girl, but, you know?
Jakelin Patino (50:58) I mean, I have,
Kathy Saunders (50:59) so much data on all these doctors from, you know, the past few years, I don’t know if anything is in there that is really required or is that something you suggest we slowly upload over time?
Jakelin Patino (51:12) Kath, if I may, I’ll jump in before they answer that. I think the majority of that we’ve already acquired. Jackie. Has, I think it may be… the wisest way to do it is for Jackie to send you a list of the things that she seems to maybe still be missing to see if you have those few items you send those over to her and she can include it because she has the bulk of everything. That way you won’t even have to bother going through all of it.
Leigh Howle (51:38) I’m talking.
Kathy Saunders (51:38) About approval letters from you.
Jakelin Patino (51:41) Know payr, I’m on the payr portion of it that’s what she’s referring to. Sorry, misunderstood what you were referring to. Yeah.
Kathy Saunders (51:50) We’ll get there when we get there. That’s fine.
Jakelin Patino (51:54) Excuse me. Yeah. And,
Brandon Bradshaw (51:56) I would ask Naomi, best practice on that, but I think, yeah, we’ll get there definitely as part of this implementation process, but we’ll focus on this data import to start and then we can talk through that a little bit more in detail as well. But, yeah, let me go ahead. I’m going to send that meeting invite over for tomorrow, and then we’ll.
Leigh Howle (52:17) also in my.
Brandon Bradshaw (52:18) follow up email to send over some options for some times for reoccurring calls as well.
Brandon Bradshaw (52:28) Anything else you all need?
Leigh Howle (52:31) Sorry?
Jack Koonce (52:31) Jack, go ahead, no, just say, cool, pleasure to meet you all. Kathy. I’ll send you an email too, so you’ll have my contact info and reminder to not throw your cigarettes in trash cans as we continue through.
Leigh Howle (52:43) The rest of the week. Yeah, all.
Brandon Bradshaw (52:45) Righty. Words of wisdom. All right. Thanks, guys. Thank you all. Thank you.
Kathy Saunders (52:49) Guys. Bye.