Transcript
Bradley Eral (00:00) hey, Greg. You got Brad here?
Gregory Campbell (00:02) Hey, Brad. How’s it going?
Bradley Eral (00:04) Good man. How are you?
Gregory Campbell (00:06) Doing well. Yeah, excited to help out here.
Bradley Eral (00:08) Yeah, appreciate the help out. Great to meet you. I know we were like slacking but nice to put a face in there.
Gregory Campbell (00:12) Yeah, nice to meet you as well. I’m on the TSM team. I’ve been with medallion for about a year and a half now. So… damn.
Bradley Eral (00:21) I can’t believe we haven’t been on a call together that’s crazy.
Gregory Campbell (00:24) Likewise, are you on the sales team? Yeah.
Bradley Eral (00:28) Exactly. I’m on the sales team.
Gregory Campbell (00:31) Cool. So, this group that’s jumping on. I don’t know if they’re in the waiting room, but I just had a quick question. I imagine they’re in like the sales slash pre sales process. They’re not actively going through implementation. Are they?
Bradley Eral (00:42) Exactly. So it’s their pre sales. We’re just working through like final paperwork. They’re committed with medallion like where the direction they’re going to go? But part of this is they want to scope out sso, integration to Okta. And what we need to determine is like… is this something in the near term or they’ve thrown out like, hey, this is something they want to add on next year. They just want to know, can we do it so that’s something we’ll have to dig into today?
Gregory Campbell (01:10) Got it. Yeah, plenty to share with them. We do this for customers all the time. So, happy to answer any questions they have.
Bradley Eral (01:16) Love it here’s. Adam in the waiting room. Awesome. Hey, Adam. Yep, Brad and Greg here with medallion.
Adam Ocasio (01:25) Hi, Adam. Hey, Brad and Greg, how are you?
Bradley Eral (01:28) Doing well. How are you?
Adam Ocasio (01:30) I’m doing all right, myself. Is it just us?
Bradley Eral (01:36) Thus far, Vlad’s jumping on right now?
Gregory Campbell (01:38) Okay.
Bradley Eral (01:41) Where are you? Paul and out of Adam?
Adam Ocasio (01:43) I am in new.
Bradley Eral (01:44) York. Nice. I’m out of Minneapolis but in Austin today for an offsite hey, Vlad.
Vlad Klipinitser (01:52) Hi, everybody. Good to see you all.
Bradley Eral (01:54) Good to see you. How’s everything on your side?
Vlad Klipinitser (01:59) Yeah, all good here? Love it. Thanks for asking.
Bradley Eral (02:05) And then I think we’re at quorum. Well, keep me honest on that. Vlad. It looks like I don’t think Heidi.
Vlad Klipinitser (02:12) Is the only person we might be waiting on?
Bradley Eral (02:16) Oh, yeah. Right. On cue. She’s dialing in and I know. Oh,
Vlad Klipinitser (02:20) you see her? Okay, cool.
Bradley Eral (02:21) Yep, exactly. And I see Shelly’s out of the office today or won’t be able to join? Perfect.
Bradley Eral (02:35) Hey, Heidi, you got Brad and Greg here with medallion and Vlad and Adam from your side. How are you doing?
Heidi.Chang (02:47) I’m doing well. How are you? Brian? I’m.
Bradley Eral (02:49) good. Appreciate you jumping on. Well guys. I know your time’s valuable. So we’ll get to some introductions here shortly. Obviously, Greg’s new to the conversation, but really the goal of today’s conversation is let’s scope out the sso to Okta, understand what that would look like, understand timing of when you need it, right? It could be near term. It could be long term, no difference from our side. It’s an integration. Candidly, we do all the time, but ultimately, the goal is to come away from this with a clear understanding of what that will look like for your team. Does that sound like a good use of your time today? Perfect? So with that said, I will, Vlad obviously and Heidi, I know you guys, but for the sake of Greg, I’ll have you briefly introduce yourself, Adam, I’ll have you do the same and then we can jump in. So Vlad, I’ll pick on you first.
Vlad Klipinitser (03:31) Yeah, thanks. I’m Vlad. I am a program manager at omada based in the Chicago area and I have been leading some of the work for omada to partner with medallion for credentialing management. Going back to kind of last year. I think we started talking about this, Brad. So yeah, it’s been fun to be part of the work and get to this point where we’re close to starting the work together.
Bradley Eral (03:59) Absolutely. I’ll.
Vlad Klipinitser (04:00) pass it on to Heidi. Thanks.
Heidi.Chang (04:02) Vlad, Heidi chang here, senior director of global supply chain. I’m involved in here for the contracting piece actually. So, and part of that, I wanted to figure out like what are we doing with the integration and what is included in the implementation? Because the first time around we’re not really doing any type of integration. So I just wanted to scope out what are we actually going to do? So nice to meet you.
Bradley Eral (04:29) Nice to meet you, Heidi then, Adam?
Adam Ocasio (04:33) Yeah, I’m on the it team, I’m a senior systems engineer. So I’ll be doing the doc integration for refolds. Perfect.
Bradley Eral (04:43) Then, Greg, I’ll have you introduce yourself and I’ll let you take it from here.
Gregory Campbell (04:46) Awesome. Well, great to meet you guys. My name is Greg. I am a technical solutions manager here at medallion. So our role covers implementations and integrations for customers. So once a customer is going through implementation, a TSM is assigned to help make sure that all of their data gets set up within the platform as well as get set up with any sso requests that they have. So happy to talk through this and support you guys as best I can… perfect.
Bradley Eral (05:15) So, I think a good place to start. We’d love to hear as we talk Okta. Sso. Obviously, you know, to an extent self explanatory but want to make sure we understand your requirements kind of what you’re looking for. And I’m sure Greg will have some follow up questions around scoping that.
Gregory Campbell (05:32) Yeah, I’m happy to sort of jump things off in terms of where we come from, on the medallion side with sso, the workflow typically looks like. So we do have a questionnaire that customers typically fill out once they’re going through implementation, just getting some basic information like who from the customer side is the best it point of contact to set this up as well as what idp the customer is using. So, I know you guys are set up with Okta, that’s one of the main ones that we cover. And essentially what this will do is enable your providers and your admins to be able to log in to medallion through Okta, as opposed to setting up a username and password within our platform. So what that’ll cover, we’ll still go through the full implementation process where we’re importing your data creating provider and admin profiles. But once those profiles are set up, when your providers first look to log into the platform, it’ll redirect them to the Okta page to be able to sign on. Does that cover what you guys were hoping to get out of this integration with Okta? Okay?
Adam Ocasio (06:40) Sorry… also, do you guys provide, I don’t know if we went over this already skin provisioning or no?
Gregory Campbell (06:48) Not that I’m aware of I can take a look and see, but usually what the extent of this covers is just being able to sign into the platform through your idp?
Adam Ocasio (06:58) Just sign in. Yeah. So skim would be like if a user is assigned the app, then they would be created in the app. And then if they would be unassigned via Okta, then they would be removed from the app like automatically.
Gregory Campbell (07:10) Got it. That’s helpful context. Yeah. So with what we’re doing, the user would still need to be created through the implementation process. So we create all of the provider profiles using our data import template, and then from there, they’ll be able to log in through Okta. Okay… I can go ahead if you guys are curious in taking a look, I have the link to the questionnaire that we send out for single sign on. I’m just going to drop it in the chat but no need to fill this out right away. This is something that your implementation manager will pass along when that time comes.
Gregory Campbell (07:58) Any questions so far?
Adam Ocasio (08:02) No, I would just say for the, whoever fills it out, the it contact, you couldn’t put just the help desk, but I will be the one, but it’ll be easier if it goes straight to help desk. They would all know it’s me, it’ll be assigned to me, but that’ll just be easier as an email address for them to reach us. Got it. Yeah, to give you.
Gregory Campbell (08:26) guys sort of a preview of what happens after that questionnaire is filled out, whichever TSM is assigned to your implementation, we’ll follow up with a signing certificate and request some additional information from your side, just to get everything set up on our side within auth, zero. And then we’ll likely schedule some time just to test the connection with maybe one admin profile just to make sure that you guys are signing in properly before we try and set this live for all of your providers?
Adam Ocasio (09:00) And a question. So we do these all the time and I’m sure you do these all the time too because it’s like with every integration, they do this, some details. Am I going to go in and set it up myself? Where I just go in, go to the sso settings and grab it and then set it up with okto.
Adam Ocasio (09:18) Or is it going to be sort of all done on your end where I’m provided the links? And then I set up my side and then we make sure it works together.
Gregory Campbell (09:27) The latter. So there will be some work on your side to set it up within okto. Yeah, the ones that I’ve done have admittedly been mostly with azure, but I know azure has a little bit more legwork on the customer side than okto. But we do have some documentation if you need it in terms of how to help get set up, but there will be a little bit of legwork on your side. We’ll send you the entity id and the callback URL.
Adam Ocasio (09:54) And a,
Gregory Campbell (09:54) signing certificate. And then once you have all that set up on your end, then we’ll go ahead and set things up on our side.
Adam Ocasio (10:02) Sounds good.
Heidi.Chang (10:08) I guess if you can sort of dumb it down for me, Adam, as… this is not my area here. So is the vision like say if I’m a provider and I go into the omada apps dashboard and I would be able to click on medallion? Is that the vision? Or like, yeah. So from.
Adam Ocasio (10:31) my understanding, Greg, you can correct me, but the scope of this meeting is just us figuring out what can Okta do with the integration with medallion? And since it seems the only thing that’s covered is just the authentication. So just signing it. So just the Okta tile, as far as… users are concerned, just the functionality of clicking the Okta tile, and that taking you to medallion, any type of permissions or user or group management would have to be done within medallion itself, correct? Correct?
Gregory Campbell (11:06) Yes. And I will say your providers at least initially will not log in through Okta. All of our providers and admins are sent an invitation to the medallion platform that is used for their initial sign on. So you’ll reach a point in your implementation where you guys say, oh, okay. We have all of our providers loaded into the platform. We’re ready to send out those initial invitations. They’ll receive an invitation via email with a link to log in for the first time.
Adam Ocasio (11:37) Okay. So now, I have a question from that, you might know Heidi… when we say providers in this context, who are we referring to? Are these omada employees or somebody else?
Heidi.Chang (11:48) Omada employees like the care teams?
Adam Ocasio (11:50) Oh, okay. So then, yeah, then they would go through the tile then no, Craig.
Gregory Campbell (11:57) So, at least at first they’ll need to accept their invitation from us via email. We can test if they’ll be able to log in through the tile, but from my understanding, at least the initial invitation they’ll receive via email and need to click that link in order for them to access the platform for the first time, because.
Adam Ocasio (12:16) That’s what creates the account and then they can sign in with the Okta. Is that right? Exactly. All right?
Heidi.Chang (12:21) And when you say tile, you mean the app dashboard, right? Adam?
Adam Ocasio (12:25) Yeah, the app dashboard, where the, yeah, we call them tiles. But yeah, there, the app there, is what we call it?
Heidi.Chang (12:33) There’s so many apps in there. Okay. I mean, it sounds like we have pretty good direction right? As to how this is going to work. Or at least I have a good kind of a good sense in a dumbed down way. I just click into the icon when that’s available. All right. Do we have a sense of like how long that would take this implementation?
Gregory Campbell (13:01) Timeline wise. This usually takes a week to two weeks, but there are some steps that will need to be done before we get to this step, like understand who the admins are, make sure the admins have been invited to the platform. And then also, you know, loading your first set of providers into the platform. Have you guys been signed an implementation manager yet? My understanding is you guys are pretty early on in things. Yeah.
Heidi.Chang (13:26) We’re still going through the contracting and I’m sure Brad’s kind of eager to find out where we are in that. So as soon as we execute half signature, dry ink on the contract, I think that then you guys would take next steps to do sign an implementation manager.
Heidi.Chang (13:42) And Vlad, I would imagine you’re the admin maybe find someone else to run with you as a second admin. Yeah, something like that and I’ll be out of the picture until next round of contract negotiations. But, yeah.
Bradley Eral (13:57) And.
Heidi.Chang (13:57) then for Brad, so I did my round of like all the red lines in both the entity and order form and I have it online, our legal contract for this one. He was on pto, I believe like last week, I think he came back so I’ll follow up with him. He’s got everything he needs. We’re fairly aligned. I don’t hopefully, there aren’t surprises. And like the reason for this call was like, I was questioning what is covered in part of that 10,000 dollar implementation fee.
Heidi.Chang (14:27) I think I’m fine with leaving it just as is and I would imagine if we were to do any deeper integration, then we would be back on call again Brad to talk about like what that looks like in terms of cost, right? Yeah.
Bradley Eral (14:41) Exactly to your point like down the road if additional integrations are required, we’d jump on a quick call like this? Yeah.
Heidi.Chang (14:46) Yeah. Okay. So as of right now, then I think the only thing we need to do first step is to figure out where our lawyers are in terms of getting that done. Yeah. And from there, once we have dry ink, then you guys can pick up a ball and get that rolling, right? Perfect.
Bradley Eral (15:07) Yeah, absolutely. We’ll hit the ground running. I’ll keep an eye out for an email and we’ll get resources assigned sooner rather than later, but we appreciate everything you guys are doing Heidi. I know you got a lot on your plate, so just appreciate all the effort from your side. Yeah.
Heidi.Chang (15:23) Thank you for the patience. I didn’t realize this conversation has been going on for a while.
Bradley Eral (15:29) No, no worries. That’s how these things go. We’re excited for the partnership when the time comes awesome. Perfect. Well, with that said, we can give you a few moments back here. Anything else before we let you break?
Heidi.Chang (15:42) I think we’re good.
Bradley Eral (15:44) Perfect. Appreciate you guys.
Heidi.Chang (15:46) Thank you all. Thank you, everybody. Thank you. Bye bye.