Transcript
Kyle Rice (00:00) hey, Janet. Hey, Shane. How are you guys doing today? Happy Tuesday?
Janet Harris (00:04) Sorry about that. Happy Tuesday to you as well. No worries.
Kyle Rice (00:08) No worries. How’s everything going on the triad medical partners side this week?
Janet Harris (00:14) Busy. Always busy, but busy is always good.
Kyle Rice (00:17) Busy is good. Busy is good. Keeping the day short and going.
Cheyanne Soltau (00:22) By fast, I’m sorry, I may have to drop and rejoin. I’m getting.
Kyle Rice (00:27) Okay. Yeah, no worries. Sorry, very.
Cheyanne Soltau (00:29) Choppy, the service?
Kyle Rice (00:31) Okay. Yeah, no worries. I’ll let you back in.
Janet Harris (00:35) Kyle, did I see correctly? One of the upgrades was going to be the renewal frequency?
Kyle Rice (00:44) I was not tracking that. Where did you see that by chance?
Janet Harris (00:48) I saw it the day of our meeting. I got an email from… medallion… and I was very excited but before I get too excited, I want to make sure that I am reading… that correctly. Give me one second and I,
Kyle Rice (01:07) will. Yeah, no problem. I’m still trying back in real quick. Okay. I’m sorry, I don’t know who is calling me right now.
Janet Harris (01:26) So, let me look at, let me go by date.
Cheyanne Soltau (01:37) This is a little bit better.
Kyle Rice (01:40) Trying, is that working better for you?
Janet Harris (01:44) I don’t know what’s going on here?
Kyle Rice (01:48) Yeah, sorry, Chad?
Kyle Rice (01:53) I was gonna say, maybe if you could kill your camera, that might help with the connection a little bit.
Cheyanne Soltau (01:59) Maybe, let me see. Can you hear us? Okay? Are you guys able to hear me at all?
Kyle Rice (02:08) Yeah, I can hear you. Can you hear me? Yes… I’m not sure.
Janet Harris (02:27) Soft oil video.
Cheyanne Soltau (02:51) You… oh, see. Okay. Let’s hope this works. I’m seeing you guys a lot better now.
Kyle Rice (03:13) Okay, perfect. Can you hear me okay Chad?
Cheyanne Soltau (03:15) Yes, I can. Thank you. I’m sorry about that. I don’t know what’s going on my VPN dropped also. So, I guess it was something with that. Oh,
Kyle Rice (03:24) no. worries. No worries. Are you guys getting any storms this morning by chance? I know sometimes that plays a hindering on the video calls.
Cheyanne Soltau (03:31) No, no. My service is, I mean, has been fine all morning? No storms. I’ll leave my camera off because I know sometimes that makes a difference.
Kyle Rice (03:42) Okay. Sure. No problem. I.
Cheyanne Soltau (03:43) don’t want to cause any further interruption.
Kyle Rice (03:46) No worries. It’s all good.
Janet Harris (03:55) Okay. Kyle, I saved it. I don’t know where actually, you know, what? Let me see if I can copy this into and then just drop it into the platform. Hang on one second, although that is probably going to.
Kyle Rice (04:10) Okay. I can drop it in the chat, Janet.
Janet Harris (04:14) Yeah, that’s what I’m going to attempt to do. Okay?
Janet Harris (04:35) Nope. Basically the heading of it was medallion updates. You can’t miss. And I copied the, let me share my screen. Hopefully that won’t mess it up.
Kyle Rice (05:09) Yes, I was, yes, I’m tracking all those updates for today. I was actually planning to cover them on the call this morning. Okay. Awesome. Do we want to jump into it? I just wanted to check real quick. How was the updated provider experience video? Does it need any additional edits? And then just wanted to check on the next steps for timeline there?
Janet Harris (05:35) You just sent it this morning, So.
Kyle Rice (05:39) I haven’t yeah, it’s the same link as previous. I just edited the transcript to remove the incorrect email addresses on there. Apologies there. It was auto transcription. So just a little editing on the manual side of the house there.
Janet Harris (05:54) We have not been able to review that internally yet. We just got it this morning.
Kyle Rice (05:59) Okay. No problem.
Janet Harris (06:02) So as soon as we,
Janet Harris (06:09) Cheyenne, we can take 10 minutes before our meeting with Mary tomorrow, or maybe we’ll do that in the morning, look at the demo and then see how we want to move forward. One of the things Kyle that we do need to do. And that’s why I was bringing up the updates… is the, let me just move my screen. So I’m not side eyeing you here… on the updates. It says more control over admin provider email notification. So, can you just tell me I’m going to stop sharing since you already have that.
Kyle Rice (06:47) Yeah. So if you guys go to, let me just pull up a platform real quick. So if you go to your preferences, hang on, give me one second here.
Janet Harris (07:15) Kyle, if you don’t mind just recording this little clip so that we can, because I don’t think we’re going to end up using it until the doctors say yay or nay? Okay. Yeah.
Kyle Rice (07:25) It’s being recorded right now, Janet. So I think we’re all set there. So if you guys go to the.
Kyle Rice (07:37) My mouse is giving me some troubles here.
Kyle Rice (07:47) Let me share my screen. So if you go to in platform. If you go to the upper right hand corner under the email preferences, it should give you the list to opt out for any weekly reportings or opt in based on some of the new product enhancements. Sorry?
Janet Harris (08:10) Can you show where you went into? Again? Yeah.
Kyle Rice (08:14) So if you go to overview, and then if you go to the upper right hand corner and go to email… preferences.
Janet Harris (08:22) So overview, okay, gotcha. And.
Kyle Rice (08:26) then you can toggle on any additional reportings you’re wanting or toggle them off just based on your preferences. There. You can always remove these or make any additions on a weekly basis. And then this should impact the weekly reports that you’re receiving moving forward.
Janet Harris (08:47) Actually, so… for the reminder notices, it said that we can set them. So what exactly will that entail for the reminder notices for the renewals? Let… me do.
Kyle Rice (09:07) Let me get, let me get some additional information there. I’m not super familiar with the new feature. So, let me grab some new additional information on how to toggle, the reminders. Okay?
Janet Harris (09:24) What I would like to do if it’s possible to maybe give them a 90 day, then a 60 day. And… then if they still need 30 days, if we can switch it to them versus the 90. And then every Monday, I think, that we can get them that might be more welcoming for them. So that’s a possibility. That could be me just wishfully thinking. I’m not quite sure. The other thing too Kyle with, the demo, one of the things that we’ll have to tell them is, and I have your note on the renewal process. But what I would like to do is do a very simplified in addition to we’ll send them what you’ve created. But what will they need to do? Like? Okay, would you like auto renewal, South Carolina, North Carolina or both? And then this is what you would need if that makes sense. So they would need to supply you with their log on. You can I’ll… have to talk to Mary because I think that they would have to talk directly to you for this. But, let me see what her thoughts are. And this is the intake team or the intake team that would take care of this or the enrollment team, the.
Kyle Rice (10:52) Intake team would take care of this. So they would task it out for just the South Carolina North Carolina renewals. Anything pertinent there? If there are any licenses outside of that they want to auto renew. I don’t imagine there would just probably be North Carolina, South Carolina, right? Correct? Okay. And then we can help manage that. And then also we can enable if we want to, because I know you guys are a white glove service, you know, four year clinicians, we can enable that for them so that they do not have to do that moving forward to enable the auto renewal? Yeah.
Janet Harris (11:24) We can, we’ll do that. We won’t have them do that, but I know that there’s specific information that you’ll need from them. Yes, what they’ll need to do like if, as if you were talking to the provider, which license do you have? And we can work on that together. I don’t have a problem with that. This is what we’ll need from you. We’ll separate South Carolina and North Carolina. So they know exactly what you need. And this is what’ll happen. You guys will renew their licenses for them. You will pay for them. So we can make it very simple. But this is what you’ll get out of it kind of selling the feature exactly. When we do the demo, we can present that to dr brownlee and say, because that’s all going to be in conjunction once they sign. We want to start moving forward. We don’t want to have to wait, you know what I mean?
Kyle Rice (12:23) Yeah, exactly. Just keep the momentum going a little bit.
Janet Harris (12:26) Yes, yes, awesome. Yeah, absolutely. Before I forget, I might, I’m actually most likely not going to make it to our meeting next week. Okay? If Cheyenne… can certainly meet with you?
Kyle Rice (12:43) Yeah. Happy to keep it on the books with Cheyenne and we can review any, anything. Any open items or any questions with that. If you’re out of office, would I like, I will keep it on? Would I like, no, go ahead. What I.
Janet Harris (12:55) would like to happen is if we get those, what… I just discussed, provider wants the provider signs, if do you want, would you like auto renewal? And then basically, this is what we need from you. And this is what you’ll receive if that’s something you guys can work on. That would be great.
Kyle Rice (13:17) Yeah, absolutely. For sure. Okay… Janet. And then real quick. I just had an ask from our engineering team here. They’re looking for some feedback on profile provider profile, autofill designs. So this is a new feature that we’re testing this is for. I know you guys have flagged some, you know, friction with provider onboarding and experience issues and they’re looking primarily for enrollment customers and non caqh customers. It would potentially be like a 45 minute call with our product and design team later, maybe early this end of this week, early next week. Just wanted to see if you’d be interested in that at all. And I can help loop you in with our team there.
Janet Harris (14:11) I would like to say, yes.
Janet Harris (14:21) So you said non caqh users? Yeah.
Kyle Rice (14:24) I know it can be for it can be, so they’re looking just primarily for since you guys are very heavily in the enrollment field. And then if you are not wanting to use caqh moving forward because I know you said there’s some friction with that. So I think that might be beneficial to help with this new feature to, you know, lessen the friction, you know, with provider onboarding experience issues. And it should just be like a brief commitment with our engineering folks.
Janet Harris (14:53) So, it’s just going to be your it folks, yes, our engineering team.
Janet Harris (15:04) Do you have a set time for that? Are there other people going to be in there or is it just going to be us? I.
Kyle Rice (15:11) Don’t have a set time as of yet, but I believe it might be a panel.
Janet Harris (15:18) I don’t want to say no… if you send me the time. I will see what I can do if the time works out through what my schedule is. Now. I think… it would be a good idea. I’m just not sure if I’m going to have the 45 minutes to do that versus some other things.
Kyle Rice (15:42) Yeah, no problem. I’ll let them know that’s your.
Janet Harris (15:43) idea. So, is it only going to be your engineering? Because that’s kind of where we bumped heads before? Yeah.
Kyle Rice (15:51) So this is going to be a different team than our TSM team. So this is our engineering team. So they’re a little bit more technical inside of that. I can definitely float it with them to see, you know, what the details entail if it’s going to be a panel and then can confirm timing as well.
Janet Harris (16:07) Okay. Are any of your enrollment specialists? Have they gone through this with them? Or this is totally client based and not?
Kyle Rice (16:15) Totally, totally client based right now.
Janet Harris (16:18) Okay. I think that’s the main part is that they should go over that stuff with enrollment before they send it to the provider because there’s a lot of things that Greg and I bumped heads on. I mean, he’s looking at it from a technical standpoint, I’m looking for as an enrollment standpoint, things that aren’t mandatory… but I think that your enrollment team can give, can kind of cut that down so that it doesn’t take as much time maybe for us to meet.
Kyle Rice (16:52) Yeah, for sure.
Kyle Rice (16:54) I just got a message real time when we were on air now. So I will definitely ask for some more pertinent details what it’s going to entail if it’s going to be a panel, if it’s going to be a one on one. And then I’ll ask for some timing and additional details and I will send that over to you. And if you’re interested, sounds great. I’ll get you signed up if not, no worries, no problem whatsoever.
Janet Harris (17:15) It definitely has value. I just don’t yeah.
Kyle Rice (17:19) For sure. Okay. What else is top of mind for us this morning? Janet?
Janet Harris (17:26) Can we go through the task list? Yeah, absolutely. And I know I’m beating on a dead horse, but this sleep medicine is really, I don’t understand why they won’t, they’re saying it’s a secondary. But if you look at gastroenterology… their primary is going to show internal medicine, right? So I think it’s even more important for sleep medicine because number one, there’s psychiatry in the sleep medicine. And then there’s internal medicine in sleep medicine.
Kyle Rice (18:03) And pulmonary too well.
Janet Harris (18:06) We don’t do pulmonary, but we, there’s… no way for you to connect our acp, if, the collaborating’s don’t have that specialty and that specialty is now mandatory. So we can’t fill it in because doctors like dr Coleman, he has internal medicine and sleep medicine, but he does, his secondary is internal medicine. So how does an enrollment specialist understand… that this is sleep medicine that that’s.
Kyle Rice (18:45) that’s a great call Janet. I am continuing to push back on that a little bit and let them know that’s a, you know, high priority needed for provider accuracy in their profiles as well as some good visibility for any enrollment requests. So I’m pushing back there a little bit and I’ll let you know as soon as we get an outcome there.
Janet Harris (19:05) Okay. Thank you. I appreciate that. I’m it was a long way to get the insurance companies to set it, right? So I’m concerned that as you go through enrollment or re enrollment, that might become an issue. And then we kind of reinvent the wheel that’s now square instead of circular.
Kyle Rice (19:27) Exactly exactly. I totally understand there. Just want to give you an update. Dr. Legler, the invite error is still under investigation with our epd team. I believe they’re going to pick just waiting for an update. There. We just talked sleep medicine. So, I know you’re tracking that very well. Myla Chong, Lindsay haberman, their enrollment lines were closed and completed in platform. I believe you should have got a notification there. And then for the new hire demo, just wanted to prioritize the provider experience invite for last week. I know we got that underway and out. So I’m going to work on the experience video here for this. I know we captured what fields we’re needing for medallion to pick up the requests, confirming the caqh login and profile completion, defining the timeline from when medallion takes over and then time from intake request to enrollment and… then barriers for intake. And I actually have the barriers for intake ready, a checklist for you. Ready for today that I wanted to review. Awesome. So just wanted to, this is our combined provider packet here. So it does list everything required for licensing, PE and credentialing. I’ll send this to you over after the call. It breaks the fields down by basic information, education and training, which most of these should be complete in entirety, military service, their exams, documents, existing licenses, certification, the credentialing, I’m just going to skip over for now disclosure questions and then give some additional information for licensing to include, you know, fingerprinting and PDB self query, and then the enable the… if I can speak correctly today, surrogacy, access to payr portals as well. And I’ll send this to you over after the call.
Janet Harris (21:20) Can we keep separate licensing and the credentialing and enrollment? Sure?
Kyle Rice (21:28) Yeah. I’m going to need to do some edits there. This is just our, you know, our generalized fields here, but I can certainly break these apart for you.
Janet Harris (21:36) And you can, right, you can use the same form. You don’t have to reinvent the wheel but I just want them to focus on what is needed for enrollment because not everybody, you know, you’re going to get a very small percentage of people that are looking for licensing.
Kyle Rice (21:50) Yeah, we can definitely enable that for some visibility. Just give me a little bit of time to edit that there. And then I can send that forward to you, but I’ll send the entire packet over just so you have initial visibility into requirements for now. And then I’ll work on cleaning this up for us.
Cheyanne Soltau (22:06) Okay. Kyle, I just have a quick question.
Kyle Rice (22:09) Yeah. Sure. What’s going on? I.
Cheyanne Soltau (22:11) Know Janet and I had spoken about it a little bit earlier. Do you guys do a PSV? Do you guys do primary source verification? Like at intake when you get the providers over? And maybe this is something we can discuss on our next call. What your PSV process looks like?
Kyle Rice (22:30) In terms of like PSV and like their education, yes?
Cheyanne Soltau (22:35) So,
Kyle Rice (22:35) that is a different credentialing product that we utilize that we do not currently have for trine medical partners at this time. But if you guys are, if you guys are interested in that, it’s a very easy process and that’s something we can definitely happy to demo for you. And then we can kind of go from there. But we do have a credentialing process in which they will PSV everything. So they’ll do the work history and they do all this to ncqa standards. They’ll do work history. I believe it’s five years there education, board certification. They’ll do the licenses, the certain sanctions check. I believe it’s the oig and medicaid exclusions. And then there’s a few other ones that I’m missing that are just not coming to me board certification that I think I mentioned as well. So, yeah, if you guys are interested into that, I can demo a packet for you. And then if that’s something you’re interested in, we can definitely loop Nick in for next steps.
Cheyanne Soltau (23:34) Okay. Jen and I will take this offline and back to Mary and see how we move forward. Thank you for that.
Kyle Rice (23:42) Yeah, no problem. Cheyenne.
Kyle Rice (23:51) Anything else for the task list for today or anything else top of mind for us that we wanted to review or go over?
Janet Harris (24:01) Oh, can you pull that task list back up? Did we go over everything that was open?
Kyle Rice (24:05) Yeah, I know. So we just talked the new hire fields API. He’s on hold. Elizabeth gray. The team is wrapping up the investigation there for the attestation. So I should have some updates there shortly. And then the platform notifications, I did confirm with the team that they will not query out board certification updates. So what we can do there there’s the, we can enable what I can do is enable some additional reporting there. If that’s something that you guys are looking for tracking purposes. And that’s a quick add. Just let me know if you want me to get that added there, Janet?
Janet Harris (24:39) Is that within our contract or is that a, yeah.
Kyle Rice (24:42) Yeah, it’s a, yeah, yeah, it’s a no, no cost add. It’s just something we do for our clients to give them additional visibility into upcoming expirables. So I’d be happy to get that enabled for you.
Janet Harris (24:53) Okay. Now, is that one separate report or can that be included with the expirables for medical license as well as Dea as well? I.
Kyle Rice (25:05) Believe it’s a separate reporting?
Janet Harris (25:07) I believe.
Kyle Rice (25:09) It’s a standalone separate reporting that’s available within platform. So that’s something that you guys can view on a weekly monthly basis just depending on the outcomes there. But I can definitely get that enabled for you guys here, moving forward.
Janet Harris (25:22) Okay. So, but we do have the ability to, for the renewals for, the Dea and the medical licenses as well. A similar report?
Kyle Rice (25:35) Yes, yes, we do.
Janet Harris (25:36) Okay. Can we do all of those, sorry?
Kyle Rice (25:41) What was the last portion that, my screen went out for a little bit? Can we?
Janet Harris (25:46) Get reports of all three of them? So.
Kyle Rice (25:49) The, the board certifications, the deas, and then the medical licenses expiration. Yes, we can. Okay. If we.
Janet Harris (25:58) Can do three of those and they have to be three separate, that’s fine. I’m just trying to condense the reports that I’m doing outside of medallion to try to bring it to the platform. And so that would be very helpful. And is that something on demand or is that something that would be emailed or both?
Kyle Rice (26:19) The on demand, so, we can do either we can, you can pull it on demand in the existing licenses section, so you can pull these both for Dea and any upcoming renewals. So if we just filter by, we’ll just do North Carolina, South Carolina for right now just for, since that’s your guys’ primary market. And then you can just filter by expiration date?
Janet Harris (26:42) Okay. So we can do that on demand, yes?
Kyle Rice (26:46) Yes. So you can pull it in for the deas and the state licenses in an all in one report. But the board certification will be a separate one and the board certification report. Once I get enabled will be available under the analytics section here. My goodness. If I could talk today. And then it will be a additional tab here next to the provider onboarding enabled board certification. So I’ll, get that enabled with our analytics team.
Janet Harris (27:11) Okay. And that’s on demand as well? Correct? Yes, correct. Okay. Perfect. I think that’s it, I think we got two minutes left?
Janet Harris (27:26) And you’re going to check in on the frequency of the medical license, and you and Cheyenne are going to work on a checklist of what the provider needs, very simple. Yep.
Kyle Rice (27:38) We’ll break it apart by product. We’ll pull. We’ll minimize the licensing one since I said it could be, you know, key priority for you guys because we know that the licensing requests will be, you know, minimal around North Carolina, South Carolina. So there won’t be too much too many requirements there. And then we’ll pull the enrollment section out just for some additional visibility since that’s going to be the bulk of the lift for any clinicians there.
Janet Harris (28:01) Okay.
Kyle Rice (28:02) All righty.
Janet Harris (28:04) Sounds good perfect.
Kyle Rice (28:06) All right. Well, awesome. Jen, I’m tracking these updates for today. I will keep the meeting on for next week for myself and Cheyenne. I can send you a recap there as well for anything we discussed. And then just let me know on the, I know you guys said you’re going to review the provider experience, video edits coming up with Mary.
Kyle Rice (28:27) So just let me know if we need anything additional there. And then if there’s anything else in the meantime, just let me know and I will get you all taken care of here.
Janet Harris (28:34) All right. Sounds good. Thank you, Kyle.
Kyle Rice (28:36) Thank you, Kyle. Yeah, no problem. Hope you guys have a great Tuesday and then we’ll talk again, Cheyenne, same time, same place next week. All righty. Sounds good. Thanks guys. Bye. All right. Have a great rest of your week. Thanks you too. Bye bye.