Transcript

Kenya Jones (00:00) hey, Noah. Hey, Karen.

Noah Laack-Veeder (00:01) What’s up squad? Hey?

Philip Stefani (00:04) Morning morning. How’s your baby, Noah?

Noah Laack-Veeder (00:10) She’s good, you know, babies, they were sick one day, good. The next day. Good?

Philip Stefani (00:16) To.

Kenya Jones (00:16) hear.

Noah Laack-Veeder (00:16) She’s eight months old today. So that’s a big milestone.

Philip Stefani (00:19) Happy, month, birthday, month, anniversary month.

Noah Laack-Veeder (00:23) A versary… all.

Philip Stefani (00:26) Right. We got everybody from medallion and we’ve got Kenya in the waiting room. So I will let her in.

Noah Laack-Veeder (00:42) Hey, Kenya. Good morning.

Kenya Jones (00:47) Good morning. How are you guys?

Philip Stefani (00:50) Doing well. How are you? I?

Kenya Jones (00:52) Am good. Hold on one moment. My camera’s sort of glitchy. I’m sorry?

Noah Laack-Veeder (01:06) No worries at all. Yeah.

Philip Stefani (01:09) Looked like a new background there. Are you working from home or on site today? I,

Kenya Jones (01:14) am working from home today. However, this camera, it’s been hit or miss. I think it’s time to replace it. So we’ll figure all.

Philip Stefani (01:27) Good, perfect. Well, we can get started. It’s great to see you again. I know we’ve got an hour on the calendar. Does that still work for you? Yes, it?

Kenya Jones (01:35) Does.

Philip Stefani (01:36) perfect. So, yeah, in terms of the agenda for today, obviously, we want to spend the bulk of the time focused on now the privileging portion of the workflow specifically fipi API, and working with the facilities that eagle partners with to understand that workflow, I just want to spend like 30 seconds kind of summarizing what we talked about last time though, make sure we’re aligned on those pieces.

Philip Stefani (02:02) And then I want to save call it 15 minutes at the end, just so we can kind of talk about the evaluation so far? Next steps from there and get your feedback on everything. So that is my agenda. Is there anything in particular, that you were hoping to cover though that I didn’t mention.

Kenya Jones (02:19) No, sounds good. And in all transparency, I have not had a chance to reach out to Ashley. I hope to get it done by Friday. We’ve just had a lot of competing priorities. So I do apologize. Okay?

Philip Stefani (02:35) No, I appreciate the transparency there. Totally understand. It’s a busy time, but yeah, we can track all those pieces when we get to next steps. And then real quick. I know it’s been, you know, a little more than a week or so since we last connected. I just wanted to see anything changed on your side. Any updates from the eagle team? Are we still kind of full systems go on the eval?

Kenya Jones (03:00) From my understanding, we are still, that is the understanding? Yes, I have not heard anything different from my it team.

Philip Stefani (03:12) Okay, perfect. Sounds good. Awesome. So real quick, just kind of summarizing what we went over last time. I kind of just want to play it back, make sure that, you know, we understand those pieces for the internal credentialing that we went over. It sounded like, you know, the process really has two major phases.

Philip Stefani (03:30) There’s. The internal credentialing piece. You know, once a provider is recruited and contracting, your team is driving the application collection, does kind of the heavy verification work like, you know, work history, malpractice affiliations and moves them through to board approval, that piece is taking about 45 days or so. And then once they’re approved internally, that’s when you would move to the facility side where the providers are getting assigned out. Usually that’s in parallel with licensing if you do have licensing to do for those providers, but it’s also where things get more variable and timelines are dependent on the facility. So that’s kind of what we’ll focus on today. But yeah, I want to make sure you know, on that first piece for the verification side, we captured everything accurately. Is there anything that you wanted to dive into more on that before we move to privileging?

Kenya Jones (04:20) No, I think you nailed it. I think you got it all okay.

Philip Stefani (04:23) Sounds good. Well, with that, we can transition to privileging. I think how we were thinking about this was kind of similar to last time we would just go through the process as it exists today and then kind of understand like, hey, where are maybe the opportunities for efficiencies here? If that works for you?

Kenya Jones (04:41) Sounds good all.

Philip Stefani (04:43) Right. Well, yeah.

Noah Laack-Veeder (04:46) So, I’m going to just like last time I’ll share my screen so we can just kind of walk through this a little bit… and let’s get… going here. All right? This should look a little familiar. Kenya. So it was like Phil had this process all on his screen to review from last time that’s why we did this. So it’s really nice to have all this information here. One thing I just wanted to make sure I covered before we get into the fipi API process is just kind of thinking about this last time. The key bottlenecks that you were hoping to get solved with medallion is a little bit more around that malpractice and claims verification, that work history verification. We had a couple other things like caqh and accuracies and updating that updating issues for facilities earlier, getting that data upfront doing the hospital affiliation verifications. And then a big one also was dashboarding and reporting. Was there anything else that you thought of after the call that were key bottlenecks that you’re hoping we could solve here? Or do you think that this covers kind of broadly speaking the opportunities that if we solve these, we think that we can really materially shorten that turnaround time?

Kenya Jones (06:07) Those will probably be the main ones. Yes, that’s driving the extending the time out. Okay? That.

Noah Laack-Veeder (06:17) Sounds good. Karen. Anything you want to add here before we jump into the fipi opi piece?

Kenya Jones (06:21) No, sounds good.

Noah Laack-Veeder (06:23) All right. So, you know, fipi opi is going to be a little bit different because it’s kind of like ongoing here. But if I look at this process, right where we’re getting into the facility piece, it’s thinking about this process. Could you just help me understand a little bit more about where the fipi process starts here and kind of like just walk me through that process in more detail today, really highlighting, you know, what systems are we using, you know, are there any handoffs happening? Just generally just want to understand a little bit more about that. So we can figure out where medallion can be most helpful.

Kenya Jones (07:00) Oh, yes. So with fppe, it only starts after the provider has been clinically active 90 days. Okay? Now, the catch to that is we may have a provider that has been with egle, a year and has not started out a program. So this is the internal process 90 days after their clinical start date, and then every eight months after that, we continue with oppe.

Noah Laack-Veeder (07:34) That’s really helpful to hear? I know it sounds like a silly question. But what does active mean? So.

Kenya Jones (07:43) Clinically active means that they have been, they have went through the internal process and now they are on, so clinically active means that they have been assigned at one of our hospitals and they are actively working actively seeing patients on behalf of eagle.

Noah Laack-Veeder (08:06) Are you keeping track of that active status by looking at their case logs? Yes?

Kenya Jones (08:13) No, we have with our scheduling team, they put in their first date and we manage this through quickbase. So we have it set up where we have their board approval dates. We have their first shift date. And then once they are clinically active, it generates the date of when we should start their fppe. So it counts the 90 days out. And then opp is every eight months afterwards. Okay?

Noah Laack-Veeder (08:55) And then I think last summer kind of talking about just data being in different places. So I know we talked about quickbase a little bit last time. Are you to conduct the fppe or the fppe? Or the oppe? Are you having to leverage any of the information that we’re collecting earlier in these different systems. I just like to know more about all the systems that are involved here. So.

Kenya Jones (09:22) Really, since we put the board date filters over or imports over from modio to quickbase, so the board date is in quickbase, and then their first shift dates is… in quickbase also. So the only thing that we’re leveraging modio for is to really look to see contact information for who should be completing that fppe or oppe form. And this is the internal process. So keep in mind for facilities, you will also have a facility process and that is going to vary per hospital.

Noah Laack-Veeder (10:10) Yep. That makes sense. Yep. And I’m guessing that the data that these facilities need to get, are they, is that just being manually pulled from quickbase or modio or so?

Kenya Jones (10:23) The data that, yes. So we would have to go in and manually pull it. Okay?

Noah Laack-Veeder (10:31) And board date in my mind, how I’m defining that is the date in which they were approved by the committee. Is that the same concept? Yes. Okay.

Karen Mok (10:55) Are there any other triggers of fepi besides… the 90 days? No?

Kenya Jones (11:01) Just the 90 days?

Karen Mok (11:04) Okay. So you don’t look at patient data and like the case data to trigger any monitoring or?

Kenya Jones (11:11) Quality review? So that will happen once they have been active, because with us, there would be no data to review if they’re not clinically active. So we would only pull that data once they have been clinically active for 90 days,

Noah Laack-Veeder (11:29) Yeah. So try to think of what to call, go ahead. Sorry, and.

Kenya Jones (11:32) That information we’ll pull out of, we pull cases out of a system called ethos.

Karen Mok (11:40) Got it. Okay. Is that your emr?

Kenya Jones (11:42) Yes. And it’s really not a true emr where we have all the patient data. This is the providers. It’s not like epic where you have a complete medical record. It’s more of a summary of the provider putting in the mrn number, saw the patient at this facility on this day. So, it’s just keeping a log, but it’s not very detailed.

Noah Laack-Veeder (12:17) Got it. And so, yeah, they’re like conducting care, right? Or tracking the case. And then once kind of the 90 days happens. So… let’s say, so provider is credentialed and this is the internal process. Let’s just say.

Kenya Jones (12:36) Yes.

Noah Laack-Veeder (12:38) They’re you know, they’re conducting care, and then I’ll just say here, like,

Noah Laack-Veeder (12:55) right. They’ll track those cases. And then once the 90 days happens.

Kenya Jones (13:05) So, once the 90 eighths happens, we will send the fppe form over to the medical director for that specialty… and we would have them complete it. We’ll usually pull mrn numbers from ethos.

Kenya Jones (13:30) And.

Noah Laack-Veeder (13:31) so, is… someone on the team is sending that form?

Kenya Jones (13:37) Yes. Yep. Okay. So, it’s a very manual process.

Noah Laack-Veeder (13:46) And then, do you have, we don’t have to review right now, but is it like, is it a standard form that’s some for the internal process at least?

Kenya Jones (13:55) Yes, both are both forms are very standard. Okay?

Noah Laack-Veeder (14:03) Got it. And then the director reviews… and then are they just like tracking a decision… or notes somewhere? So.

Kenya Jones (14:18) We just keep up with any issues. If there are any issues we notify our VP of clinical operations to review any concerns. And if it needs to be escalated to the… physician… leadership committee, then it’s routed there. It is very few times I’ve seen that have to happen. Sure.

Noah Laack-Veeder (14:46) Yeah. And that’s kind of like what we typically hear… and so, sorry, you said if there’s an issue, it’s routed to the medical staff, was that the right terminology, you?

Kenya Jones (14:58) Can just put physician leadership?

Kenya Jones (15:05) And.

Noah Laack-Veeder (15:05) then, you said if there’s an escalation, it’s sent to who again?

Kenya Jones (15:15) Usually the CMO? Okay. Yeah, it’s really not his title, but that’s who’s been reviewing them. So.

Noah Laack-Veeder (15:29) Yeah, it’s like it’s a person? Yeah. Okay. And then kind of what is the endpoint of this process? Like, what is it? What? Like how do we know that the, you know, the fpe, fppe process is complete?

Kenya Jones (15:48) It’s filed away in the provider’s folder until the meaning, if there’s no issues until then, we just start tracking. Oppe. Got it. If there are any issues, it goes to the physician leadership and they either review it for proctoring, or counseling. Got it. Okay.

Noah Laack-Veeder (16:17) And so the provider folder, where is that? Is that in the system?

Kenya Jones (16:23) It’s on our internal drive.

Noah Laack-Veeder (16:26) Okay. Internal drive? Okay. Is it like a sharepoint or a Google drive or,

Kenya Jones (16:34) Sharepoint?

Noah Laack-Veeder (16:41) All right. And then, yeah, like it’s pretty much the oppe process is the same thing except it’s eight months versus 90 days, correct? Is that like a?

Kenya Jones (16:51) Yes, it’s the same. Is it?

Noah Laack-Veeder (16:54) Gonna be even the same form as the fppe form?

Kenya Jones (16:58) It is a,

Noah Laack-Veeder (16:59) different form.

Kenya Jones (17:00) With more details, you know, the fppe form is basically making sure they’re compliant with bylaws and things like that. When they’re first starting out, the oppe is focused on more of that ongoing evaluation. Are there any trends with behavior or clinical issues that we’re seeing documentation? Things like that?

Noah Laack-Veeder (17:20) Yeah, that makes sense. Sorry to make it dizzy here.

Karen Mok (17:26) Are you asking the provider to submit any information for the oppe process? Are you pulling that yourself?

Kenya Jones (17:32) We pull it all? Okay?

Noah Laack-Veeder (17:38) Right. Yep. So then.

Noah Laack-Veeder (17:52) It’s a world record for fastest oppe process map. Would you agree Kenya?

Kenya Jones (17:59) You’re pretty fast? Yeah.

Noah Laack-Veeder (18:01) It was easy. We could just copy and paste that one for the facilities. How is this process different?

Kenya Jones (18:10) It’s not actually, it runs very similar. I can’t speak directly to the processes at the facilities. However, the only difference would be, they would be sending us their form unless it’s credential by proxy. If it’s credential by proxy, they would accept our form. However, if it’s not credential by proxy, they would send their forms over and we would complete the same process. If there is a red flag before the form is sent back to that facility, we will consult with position leadership, got.

Noah Laack-Veeder (18:50) It. Okay. So.

Karen Mok (18:51) Is it that you are having multiple forms from different facilities and even your internal at the same time?

Kenya Jones (18:58) Correct. Okay. So what we try and do is try and keep the forms as parallel as possible. But of course, when you’re managing, you know, over 400 plus facilities that can be a little difficult.

Noah Laack-Veeder (19:18) Yeah. I mean, tell me a little bit more about, the difficult, the difficulty, like how is all this work being tracked today? Like like not the actual like document storage but like how are you tracking? Yeah, go ahead.

Kenya Jones (19:33) It’s it’s so for the internal hospitals… excuse me, for facilities, they’re tracking their own information in house. So that part is not that difficult. And the only difficult piece that we really see is when we struggle to find a physician leader, right? To complete the form because we do not have a medical director for all specialties. So sometimes we will have to reach out to a facilities department chair, and they may or may not be able to complete the form. Yeah. But that would be, that would be the hardest part of it. As far as tracking the information, we’ve sort of, we figured that part out with quickbase. We have a report that runs actually, it runs daily to tell me who’s outstanding for oppe, or who’s coming up for fppe. All right?

Noah Laack-Veeder (20:34) Okay. That makes sense. Okay?

Karen Mok (20:37) So,

Noah Laack-Veeder (20:37) kind of zooming out a little bit. What part of, I mean, first, I guess kind of first of all, do you think this process has any particular bottlenecks or do you think like this process compared to the other one we talked about a couple weeks ago, this one’s you know, running fine, like, what’s your high level perspective on how this process is running. So for me.

Kenya Jones (21:04) This process runs fine. The only, the only problem… is the lack of position… that.

Kenya Jones (21:22) Physician engagement. I guess that would be the easiest way to say it. So, you know, sometimes it’s like pulling teeth to get them to complete the forms in a timely manner. But for the most part, our biggest areas, neurology, hospitalists, those are our largest specialties. And we have a great leadership for those. Sometimes we run into issues with psychiatry or infectious disease. However we’re adding medical directors daily. So hopefully… that should work itself out. Yep. Okay. Are you?

Karen Mok (22:03) Emailing the forms to the physician leaders?

Kenya Jones (22:08) Yes, they can be emailed or sent via DocuSign. Okay?

Noah Laack-Veeder (22:19) Well, that’s really helpful. So, I think kind of areas that I’m hearing need to be part of this general process just zooming out is if we’re going to be having information in medallion, we just want to make sure that any information that’s going to be on the form is going to be more or less pre populated that’s kind of the big piece there. And any of this approval process, it seems like that’s happening regularly. Did you say in quickbase today? Like are you actually tracking like decisions anywhere or is that just happening via email and like storing that?

Kenya Jones (22:55) It’s happening in quickbase. So, yeah, just the completion of the form is happening in quickbase.

Noah Laack-Veeder (23:05) So… yeah, I’m trying to, so it’s super interesting because like some organizations we work with when they talk about the fppe or the oppe process, they’re like it’s not going well. And in that case, then it’s like, okay, let’s really get into this and figure out how we can optimize this process given that this process is pretty optimized other than kind of the manual process of the form and that lack of position engagement which I think you’ve already mentioned is more of a function of availability versus really a systems.

Kenya Jones (23:38) Like does.

Noah Laack-Veeder (23:39) this process need to change in your opinion? And I guess what I’m saying more broadly is when you’re thinking about the kind of the credstream implementation, was this going to be a focal point of that? Or were you actually planning on keeping this separate as it was today?

Kenya Jones (24:05) Good question, hey.

Noah Laack-Veeder (24:08) I got, yeah, loaded question, right? Because, yeah, I think that’s, a, it’s a really it’s an important thing to consider. I,

Kenya Jones (24:16) will be honest with you as much as we can wrap up into medallion because we would still have to… use medallion to track information especially if we’re getting rid of, well, when we get rid of modio, so we do need to be able to track this information. It will have to feed over into quickbase. So… I think it would be important to at least be able to track this information. Automation would be great. The more automation we can get the better. So I’m, not counting it out. It works right now. We’ve made it work Noah, you know, if that makes sense. We’ve made it work. It is, again, it’s still a lot of manual tracking and I want to get away from that.

Noah Laack-Veeder (25:09) Yeah. And so let’s actually, so that’s a really good point. Let’s if you’re okay with this, I’d like to because again, you said we’ve made it work. And I think what I want to understand kind of if we’re kind of putting the systems together, what lives where today versus what needs to live in medallion. So let me share my screen again. Let’s actually do what I call super fancy word for kind of the data stuff. Let’s just make a system diagram here. So current state just end to end. I want to talk about all the systems that are involved here. And then what I want to do afterwards is kind of talk through where medallion fits in. So we’ve got modio, we’ve got and let’s just take kind of I’m thinking we just kind of keep credstream out of this right now. But we’ve got modio, we’ve got ethos… or actually let’s do. We’ve got quickbase, we’ve got ethos, and we’ve got a sharedrive.

Kenya Jones (26:16) Well, we’ve got actual as well.

Noah Laack-Veeder (26:18) And you said actual it’s called?

Kenya Jones (26:21) Yes, actual. Yep. And.

Noah Laack-Veeder (26:23) Kind of if we have, the kind of the wrapper of credentialing… I… just want to kind of understand a little bit more about all of the data in each. Yeah, go ahead. So.

Kenya Jones (26:38) For actual, it’s a XU a LU a… XU a LL. So actual is like the position wallet. So it is not going to store the position’s information. Modio is the credentialing… software that stores the information? Yeah.

Kenya Jones (27:11) Quickbase is a combination of all information such as programs… providers, how many are licensed in each state who’s assigned to what, which facility? So that’s where the things lie, then we have the fpp and oppe, that we’re tracking there. Ethos is primarily… the mrn or excuse me, not the mrn, the emr, yeah.

Noah Laack-Veeder (27:45) Yeah, effectively.

Kenya Jones (27:47) Yes. And sharepoint is just storage for our files. So like our it’s really like our T drive, Like just,

Noah Laack-Veeder (28:04) like really, are you storing like all documents there? So what I mean by that is like, yes. Okay.

Kenya Jones (28:11) All documents, complete, provider… records, life, everything. Yup.

Noah Laack-Veeder (28:24) Data stations. Yeah. Okay. And then the physician wallet, can you tell me a little bit more about what that means? So.

Kenya Jones (28:37) It’s where we would send the provider a link when they first… when they’re first coming on with egle, to complete the application, but it’s called the physician wallet. Oh, okay. They’ll upload a copy of their CV. It should be pre populating most of the fields. And then the provider will have to go in and either attest or correct the fields and upload some documents. So.

Noah Laack-Veeder (29:06) It’s more or less like a, like I’m applying to work here system.

Kenya Jones (29:12) Yes. So.

Noah Laack-Veeder (29:13) I’ll kind of put this here. Yes. Yeah, we love those systems. Okay. So this… makes a lot of sense. And I don’t want to dwell too much on the credstream piece, but have you all thought about where credstream was going to be here? Like was there a, and the reason I’m asking because I just want to make sure like,

Kenya Jones (29:40) if.

Noah Laack-Veeder (29:41) there was a vision with this, we’re being consistent? Was there a vision of credstream replacing all of this? Or kind of, was it just the modio piece that you were hoping to replace with credstream? And if you don’t know that’s, awesome.

Kenya Jones (29:58) It was just the modio piece, however, I am of the belief if we can… if the right credentialing software. So if we went with medallion, if they were able to, do, you know, replace the physician wallet as well. The only thing about the actual the physician wallet is that it does give us access to case laws, which can be a bottleneck. And I have not seen another credentialing software that does that.

Noah Laack-Veeder (30:35) That does the case logs as well.

Kenya Jones (30:37) Yes, it’s generated off of billing. Yep. Yeah. So that would be the only disadvantage of losing it. And.

Noah Laack-Veeder (30:51) Well, you know, one thing that I think it is actually important to include in this is another system that’s involved here, which is caqh. And what we talked about last time is like this caqh is not integrated anywhere today.

Kenya Jones (31:11) Correct. So.

Noah Laack-Veeder (31:12) It’s kind of like this is part of this process, but it’s probably either it’s like manually coming… into modio, right? That’s kind of like yep.

Kenya Jones (31:23) Because with the caqh, you know, it is, it’s updated by the provider, right? So some of the providers will give us access, some of them will not. So that is a manual process that’s done by the provider and it will still need to be vetted because, you know, so many of these providers have so many people updating caqh which is not good.

Noah Laack-Veeder (31:54) Yes. And so let’s kind of like just talk about then like how this and this is just, very quick. And I do because I know we only have about a, because we want to talk about next steps and everything. But like what I’m trying to understand here is like one there’s the process improvement piece, right? That we talked about with not the fppe necessarily today but the process last time and this is an area where we can use some automation to streamline a ton of this type of work and use a system to do that. And so if I look at the conversation we did last time, this process is all happening in modio, correct? Okay. So at least we want, I mean ultimately, if you’re going to choose a medallion, we want to say, look the process that you’re doing in modio is going to be a lot better in medallion. So in that system diagram and I appreciate you just kind of letting me walk through all of this here is we want to make sure that whatever is happening with modio today is going to be happening with medallion. So that’s like table stakes to this piece, the outstanding. Do you agree with that Kenya?

Kenya Jones (33:11) Yes. Yeah. And.

Noah Laack-Veeder (33:12) Better, right? Not just you’re able to do it but you’re able to do it. Better, right? The second piece, is there’s this quickbase and sharepoint component? Where the question, is there a credentialing software that can do all of what we’re doing here? And I think that’s going to be the, that’s the interesting piece that I think Karen you and I should go back to and just say like, hey, what have other organizations done in this sort of space and just making sure that like we can give you information, just a more thorough analysis as to what makes the most sense here with that quickbase. But I think what I will say is based on your systems here. If there aren’t integrations currently where this is all kind of being manual, the high level piece would be, let’s figure out how we can automate the connections between these. So when something needs to be, something needs to be translated or copied and pasted to a different system. That’s very easy for us to do. So you don’t have to think about this data transfer back and forth to make those mistakes. But also, you know, with the cred process, we’ve talked about streamlining the, all the verifications and piece like that. But I think that’s an outstanding thing that we’d like to take offline to talk through how medallion can more or less replace or enhance a lot of these other systems. But high level, the sharepoint piece is interesting because organizations especially with credentialing can use medallion more for that. But it’s kind of like would that… is that even an opportunity for us to streamline? Like if sharepoint’s working today, does it make sense for us to make medallion a source of truth? I think that’s something that we’d have to investigate. But just high level Kenya, just to summarize the conversation so far, I think the piece that from the first process, the caqh piece is going to be automatic with medallion. So we’re solving that those verifications will be a lot faster and they’ll be tracked. And then we just need to work through what makes the most sense for these other systems with the credstream piece. Really, the only thing that we were thinking about doing was having credstream be effectively this medallion piece here. It wasn’t going to interact with these other pieces, correct?

Kenya Jones (35:37) Yes… I don’t see quickbase and ethos, and of course, our folders. I don’t see that going anywhere. The only one that would be in question is the actual because I’m like would we need that if medallion is able to pull all this information besides? And if I’m correct, you guys don’t pull ksog’s you do work history though, right? Yeah.

Noah Laack-Veeder (36:13) We do, we do all the verifications that we talked about last time we’ll do those. So it’s more. But your question on the, I know I’m spelling this system wrong on this update this year… that’s an interesting that this is an interesting case where like either, is there a way where we could replace this but also can we just integrate with that system? The ultimate question is going to be what data can we pull from caqh that can streamline this actual process that’s typically how I think about it, right? But also, the other piece is that this isn’t just a one way sync. I just want to kind of update this. It’s going to be both ways. So if medallion updates information, we’re going to make sure that caqh is updated. But I think leaving the quick base, I’m just coloring red, the things that we don’t really need to or blue the things that we don’t think we need to get rid of right now and more or less the opportunities there is, how can we integrate with those systems to make this process more streamlined? That’s kind of how I’m thinking about it, I agree. Kenya.

Karen Mok (37:22) Is it possible? Do you know to pull the case logs directly from ethos, or does it have to go through axuall?

Kenya Jones (37:29) So, Karen great question. So we can pull some case logs from ethos, but not all, because keep in mind for our… new providers, they won’t be in ethos because they have not been clinically active with eagle. So they’re just coming on. So those are the case logs that we’re pulling from axuall primarily.

Karen Mok (38:02) Okay. And those are case logs from like their past experience?

Kenya Jones (38:06) Yes, or current. They could be still working at some of those facilities?

Karen Mok (38:11) Okay. So it’s kind of more of a data… source that is encompassing the entire provider history, not just their time at eagle, right?

Kenya Jones (38:21) Right? Whereas ethos is just their time at eagle, okay?

Philip Stefani (38:30) Excellent. Okay. That was super helpful. Kenya really appreciate you walking us through those pieces. I do want to transition to next steps and kind of planning where we’ll go from here before we do that. I think, you know, really appreciate the opportunity to walk through kind of these three big pieces of the workflow that the team is doing. I’m super curious for your feedback on how we’ve covered this so far. But I think one other question that I was kind of wondering about is like, obviously, you know, you went through a really long evaluation process with credstream. I’m assuming like there are pieces of the workflow for modio that like you spent a long time mapping into credstream, is there anything like from that transition that you were looking to set up with credstream that we haven’t talked about or anything that you were looking in that future state that we haven’t covered here in the conversation around medallion?

Kenya Jones (39:28) Not at… the moment. But I do want to be very transparent. So, and we talked a little when you and Hassan were in… here in Atlanta. So if we went with medallion and it… would be the understanding that this will eliminate the ftes, so cutting costs there by replacing it with your system. Does your company offer placement for those employees or no, no? Because I’ve heard different stories. I’ve heard yes. And then I’ve heard no. And so.

Hassan Zahir (40:17) Kenya, two portions there, one, it will be reducing of your staff, not complete elimination. And I think we mapped that out. Part of the process that we knew is that for the quality review process, you would need to retain some individuals. Those individuals can also help on the other portions. And then what happens is we have strong relationships with a lot of other organizations that need assistance. I don’t think we’re connected on LinkedIn. But as we work with these different organizations in different spaces, for example, I was posting a manager position from one of the organizations that we’re working with earlier this week who are looking to get a credentialing manager medallion as we continue to grow, we sometimes not, sometimes we do have positions that are open. We don’t always have open and we lean on you to tell us, hey, this is a really good employee and this is their expertise. And so the short answer is, yes, we do that. The real answer is that sometimes the employees from organizations we’re told by their leadership that this wasn’t necessarily the best employee or I wouldn’t hire this employee again. Yeah. And we lean on them to give us feedback. And so if you have someone from your team who you think is really high performing or if you have like a recommendation for like a manager or something like that, we absolutely will work with you to try to find them a position. Like I said, I recently posted on LinkedIn about a leadership position with grow therapy, who was someone who we’re in conversations with. I’m, always working as a broker and happy to get people in touch with people. So the answer is yes, we do that, but we are selective about it and we trust your perspective a lot of times like the perspective of leadership from the organizations we partner with. Unfortunately, the people who are impacted by this sometimes are the ones who say that we don’t do those things or speak negatively because they were directly impacted, which is hard because this is, you know, these are people’s lives.

Kenya Jones (42:23) Oh, absolutely. I totally understand that. Thank you. Absolutely.

Hassan Zahir (42:28) And if you have someone in mind who may be impacted through this process. Like I said, I know a couple of organizations that have positions open and more than happy, I’ll make sure if we’re not connected on LinkedIn that I send you a LinkedIn connection right now. You can see the recent post that I made and we can run those conversations in parallel or outside of this, you know, commercial conversation.

Kenya Jones (42:50) Sounds good. Thank you. Absolutely.

Hassan Zahir (42:54) Yeah.

Garrison Goodman (42:54) Kenya, that was a great question. I’d just love to get a sense too, you know, temperature check from you. Obviously that’s something that you mentioned around placement was something that’s you know, you’re considering what are the other things, you know, that sentiment wise or operational wise that are still, I would say either a concern or not understood from your end.

Kenya Jones (43:18) So, garrison, thank you. Of course, I’m always concerned about placement but I’m also concerned just about having, I don’t want to sacrifice quality in order to cut the budget. Now, in all transparency, what I’ve heard about medallion has been nothing but great things. So kudos to all of you and I’m happy to be having this conversation. And I’m more excited about the conversation since meeting the team in person and talking to you guys continuously. I just want to make sure that we’ve done a lot of work. I’ve only been with eagle three years. I came from piedmont healthcare where I was there for the system. And so I just believe in driving quality, standardizing, workflows, process, improvements and things like that. I don’t want to sacrifice that. I want to make sure that eagle is still growing but we’re not sacrificing quality. That would be one of my main concerns outside of the placement of employees.

Garrison Goodman (44:38) Yeah, that makes sense. And then, you know, within this certain areas that we talked about with medallion, is there anything or any area that’s a quality concern for you?

Kenya Jones (44:57) Really just the typical bottlenecks. I understand. And again, we’ve talked in great detail and I’ve been very upfront and I have poked some holes about, well, there are bottlenecks no matter how much automation. You do, you know, just being honest about it like even with work history, you go to the work number, you try and exhaust all options but there may be a situation where you can’t get this information. And so what does that look like coming back to our team? Do you tell us that you’ve just exhausted all options and we can’t get this information or how would you handle that?

Garrison Goodman (45:47) And is there, yeah, is there like a particular area that we should double click on?

Kenya Jones (45:53) No, not really. There, there are going to be bottlenecks no matter what. Because even on the hospital side, we know credentialing is all about communication. And while you may be able to shorten this process by, you know, 14, 15 more days. Wonderful and great. We’re still at the mercy of the facilities to get these providers to committee and things like that, which we constantly deal with. So, I’m very aware that there will still be bottlenecks… but, you know, I have not seen where there’s no perfect system, right? So there are going to be some workarounds that I understand we’ll have to do. Yeah. And that’s this.

Garrison Goodman (46:48) Is, I think this is, no, it makes sense? You’re hey, how do I think about every single thing and like go into it? I know it’s kind of a tough question. My, my goal is that, hey, it sounds like we have, from, a technical standpoint with Jeff, he gave us the thumbs up. Hey, I like how this is, you know, how the product’s made it’ll work within my infrastructure current long term, financially, we’re still working through that, but we’re fairly confident for everything that we’ve worked with your team and yourself so far that we have a really good business case, but we understand that unless you’re championing, this goes nowhere. And so I want to surface all the things that, you know, you would say, hey, are kind of standing in the way of you saying, hey, you know, Jeff, Jason, I do want to do this and come up with a plan, to try to adjust those. And then, and then also, as, you think about your team going forward shape that with you, you know, we have ideas of what it could be, but more so, it’s important. How do you want to design it, right? How the people that you want to retain? How many, like what, you know, it doesn’t have to just be what we recommend. I’d love to co, create that with you. And so, if it’s possible, I’d love to use kind of the rest of the time to just say, hey, what are the exact things that we need, to check off so that we meet the quality standards, and just give you the flexibility and control that you’re looking for and then align on a plan, to accomplish those things so that, you know, all of us are aligned, and you’re feeling good about giving the thumbs up to, you know, Jeff and Jason and the rest of the team.

Kenya Jones (48:28) Sounds good. It, it sounds good. Garrison… I’m still talking, with Jeff, them about everything and trying to put it together. So, I’ll be meeting with them again. I will tell you this, I have not heard too many negatives. How about that? Yeah?

Garrison Goodman (48:51) That, that works. And sorry, I think you cut off maybe for like 15 seconds. So, I didn’t hear the first part, of what you were saying before you said you were meeting with Jeff,

Kenya Jones (49:02) I’m sorry, I was just saying that I’m gonna be meeting with Jeff to review everything that we’ve discussed. And I think our conversations have been good. I don’t want to say one way or the other which way we’re leaning. But, I do want to have more conversations with our, it because I’ll be honest with you.

Kenya Jones (49:29) I hate… changing softwares. I hate the implementation process. It’s just very tedious, very time consuming. And so, when we make this change, I want to make sure it’s the best change not only for eagle or not only for myself but overall for eagle. Yep, and our providers.

Garrison Goodman (49:56) With, within making sure of that, I think it sounds like, hey, from the product standpoint, you’re saying like, hey, everything that we’ve looked sounds good. We understand, we’ll have, to make, some changes. And as we go through implementation, we’ll figure those things out. And then obviously, there’s the, hey changing softwares and the change management perspective, and how we actually go through implementation. What we typically do with customers is kind of go through like what does our plan look like? So that you have firm command on what are the resources and timing that I’m gonna need on my side or from Jeff’s side or whoever, and what’s medallion gonna do versus what we’re gonna do? And I don’t believe that we’ve addressed that with you to talk about, hey, how do we actually do this changeover? And when, so, I think that would be a great next step. What are the other things that you’d like to go through before you’d be able to kind of give your positive recommendation or any recommendation for that matter to the rest of the team? I.

Kenya Jones (51:03) Really wanted to see the software itself, see… what it looks like in the day to day of a provider applying for egle, privileges versus a provider being licensed versus a provider filling out an application for the facility and onboarding them at the facility?

Garrison Goodman (51:26) Okay. That makes total sense. So, I think there’s a couple things there. It’s like, hey, go through the platform again, the different steps that you just outlaid second, talk about implementation, changeover kind of scope that out. And then after that, what would be y’all’s, internal process around coming to a decision, you.

Kenya Jones (51:56) know, and.

Garrison Goodman (51:57) being able to kick something off from a project standpoint, I.

Kenya Jones (52:02) Would have to go back to Jeff and my leadership, review the numbers and the cost with our accounting. And then from there, I’m sure we could.

Kenya Jones (52:22) I’m sure there will be a non disposure statement or something that would need to be signed. I don’t know the next steps from there, okay? But there will definitely be some conversations that need to take place with several different parties.

Garrison Goodman (52:38) And would that be spearheaded by you or would that have to go through, excuse me, Jason, it’ll be.

Kenya Jones (52:45) A combination of Jason, Jeff and myself? Okay?

Garrison Goodman (52:51) All right. Well, what I think I’d like to do is maybe get some of those things scheduled… for some of the next steps that we just discussed. And I don’t know if you’re open to it, Kenya. I oftentimes find that the fastest most efficient way for everybody is if we could, you know, maybe block out an afternoon and come see all like we did last time I wasn’t there, but I will go this time and that typically oftentimes kind of rather going through emails and scheduling tends to be the most efficient. And if we could knock out an afternoon, if that would work for you… it.

Kenya Jones (53:28) Does, but Harrison, I really want to see the software itself. I know when Philip them were here, we only saw a very small piece of it. So honestly, I don’t even know what it truly looks like. Yeah, like dashboards and things like that. We didn’t dive into that. It was just a detailed conversation about cutting costs and what medallion can bring to the table. And we talked about some of the bottlenecks that we see in everyday credentialing. So I would really like to see what this system looks like for us. If I went in and wanted to look up my physician’s data since it is a credentialing database. I want to see what that looks like. Yeah.

Hassan Zahir (54:13) And Kenya, I agree that’s one of the things that Noah Karen and I have been talking about kind of from like the non commercials side of things is like, yes, you’ve heard great reviews and we’re proud of the work we’ve done with other customers. But we want you to see it and maybe even have a session where you just say, hey, can you click here? Can you click there? Can I do this? Can I do that? And so we don’t need anyone else for that other than you. So maybe before we get off this call, we could schedule that, and then we could also show you like what our standard implementation plan is. One, excuse me, one of the biggest benefits of medallion is our streamlined implementation plan and the fact that we have a standardized process to bring organizations off of modio and onto medallion. So that’s nothing that we have to necessarily specifically plan out the process. We just plan out the timeline if it makes sense. So, since we really just need you for that portion, as far as the demo, could we schedule that before we get off the call?

Kenya Jones (55:15) Sure. Perfect.

Philip Stefani (55:20) In terms of scheduling the demo piece… when would… work next week for you Kenya?

Kenya Jones (55:43) Monday is pretty open from, well.

Kenya Jones (55:54) Let’s see… actually, I have… a 10 to 11 open on Tuesday, the 20 first or I’m open from 12 until three on Tuesday as well.

Philip Stefani (56:12) 10 to 11 that’s eastern, right?

Noah Laack-Veeder (56:15) Yes, I see that.

Philip Stefani (56:17) Open for the medallion folks. Yeah, 10 to 11. Would you?

Kenya Jones (56:23) Only need an hour for that, Phillip to go through the software. I.

Noah Laack-Veeder (56:29) Always, if you have, I know you’ve already given us a lot of time like if you an hour is great, if we don’t need to use the whole time, we can give you some time back but want to make sure that we’re not rushing it. So if you have an hour, we should definitely do that.

Kenya Jones (56:42) Okay. Just.

Garrison Goodman (56:43) Making sure Noah is an hour enough time to kind of go through all the things that she.

Philip Stefani (56:49) Stated.

Hassan Zahir (56:50) And Noah, my thought here is like maybe we schedule for an hour and a 15, that way we dedicate 15 minutes to walking Kenya through that onboarding, you know, integration of medallion process and we have a full hour for the demo because it sounds like there’s you know, quite a few things that Kenya wants to be able to see. I know she’s going to have amazing questions because she always does. And so I would rather give us.

Noah Laack-Veeder (57:13) Some time.

Kenya Jones (57:13) Sorry, guys.

Noah Laack-Veeder (57:16) No, that’s totally fine, man.

Kenya Jones (57:17) I think.

Noah Laack-Veeder (57:18) Yeah, we got, yeah, we so… remind me again Kenya, the time on Tuesday that works for you?

Kenya Jones (57:27) I can even do 945.

Noah Laack-Veeder (57:30) And you’re eastern, right?

Kenya Jones (57:32) Yes, I’m eastern and I’m open from one two three.

Noah Laack-Veeder (57:39) I think that morning slot is a little bit better for me. Could you, do you said man… my memory is like a goldfish with a kid? Is it, did you say 945 or 845, Kenya? Nine?

Kenya Jones (57:56) 45? Can you?

Noah Laack-Veeder (57:58) Can you do nine 30? So we can or is.

Kenya Jones (58:01) that I can do nine 30? Yes. Okay. Yeah, I can do nine 30. Okay?

Noah Laack-Veeder (58:07) And that’s eight 30?

Philip Stefani (58:08) Central for us, Noah? Yes.

Noah Laack-Veeder (58:10) Okay.

Philip Stefani (58:11) Just so we’re all.

Noah Laack-Veeder (58:12) On the same page, I can’t remember times but I can remember time zones. So, yeah, that works. Okay.

Philip Stefani (58:17) Perfect. I will send an invite for an hour and 15 at nine 30 eastern on Tuesday.

Philip Stefani (58:24) And then what we’re looking at here, Kenya on the screen is just like typically what the remaining steps are in an evaluation kind of once we’re at this point, we’ve done the internal cred review. This is where we are today. We’re kind of looking at privileging. Obviously, we want to do licensing as well. We were thinking we’d probably do the future state planning, you know, give you a firm, you know, what would be happening in medallion? What would your team still be responsible for? I think we’ll do the demo before this. So this is what we’ll be doing on Tuesday. And then I’m wondering kind of looking at next week? You know, this is something we might do as an onsite. But could we plan this piece as well? The kind of you, do we do conversation just to give you a sense of hey, what this would look like with medallion.

Kenya Jones (59:11) Yes. Sounds good. Okay.

Philip Stefani (59:15) What was the afternoon block on Tuesday that you mentioned one to three?

Kenya Jones (59:22) One.

Philip Stefani (59:22) To three? Yeah. Could probably have that conversation at, in that block for, you know, 30 minutes, garrison, unless I’m missing anything there.

Garrison Goodman (59:32) I’m going to defer to Noah how much time looks like he dropped Phil, typically, it’ll take 45 minutes or so.

Philip Stefani (59:44) Yeah, yeah, 45.

Garrison Goodman (59:48) I mean, you can, I hate to ask you, but would you mind just blocking an hour? And again, if we don’t need the time we’ll jump?

Kenya Jones (59:54) On the call, yes, I’m totally open from one to three. I have nothing scheduled, so that’s fine. Okay. And I’m sorry, guys. I also have a, let me just make sure I have a… I have an 11 o’clock as well. So I need to drop off, okay?

Garrison Goodman (60:11) Well, thanks so much.

Kenya Jones (60:13) Thank you guys so much.

Philip Stefani (60:14) Appreciate the time. Thank you.

Kenya Jones (60:15) Bye bye.