Transcript
Joshua Levitan (00:00) go on, brother. Hey, hey.
Jordan Tantleff (00:11) Did I tell you we went to mothership by the way in Austin? Like the comedy club thing? Yeah, Shane Gillis popped in. No way. It was awesome. Did.
Joshua Levitan (00:22) he do a set or was he just chillin’.
Jordan Tantleff (00:24) so, like the whole like theme of the like show, it was like three hour thing, three hour bit, but it was called bottom of the barrel. So, like they went around every like audience member had like, you know, four little note cards almost that you could write kind of any topic. And then the, you know, comedians that came up just grabbed one out of the barrel and just like improvised off of it. Huh? Yeah. So it got it. Was, it was very funny honestly and like even like some of like the randoms that, you know, just go there, like the no name guys were awesome. It was so fucking great.
Joshua Levitan (01:00) That’s awesome. I think last night people went to a different, there were a bunch of people at a different comedy club too.
Jordan Tantleff (01:07) I think so. And I know the night before was, do, you know, kill Tony?
Joshua Levitan (01:12) Yeah. So.
Jordan Tantleff (01:14) They had, they had kill Tony on the Tuesday night. So, I’d imagine like he usually brings, you know, some of the bigger names to, that event. So, I imagine a lot of them were around the Austin area. And just like popped in day to day. I.
Joshua Levitan (01:28) Feel like Austin is like known as a comedy city. Maybe it’s because of Rogan, I.
Jordan Tantleff (01:31) Don’t know why I think Rogan made it that way. Yeah, it’s like his home base now. I think there was like a Rogan and friends show even after ours that I think Brad and scallion and them went to, it was like a 10 o’clock start.
Joshua Levitan (01:46) That’s fucking late, I know, but those guys love their shit.
Jordan Tantleff (01:51) They love their comedy. Yeah, we met up with them like after around like one and like stayed at this place until the lights turned on pretty much.
Joshua Levitan (02:01) Jesus, it.
Jordan Tantleff (02:02) Was a long one we all presented at that point. Yeah.
Joshua Levitan (02:05) So, you’re like, fuck it.
Jordan Tantleff (02:06) Yeah. All right. I’m gonna let Don in here.
Dawn Whipple (02:09) All right.
Jordan Tantleff (02:17) Don, how you doing today?
Dawn Whipple (02:25) I’m doing good. I used my camera but no.
Jordan Tantleff (02:28) Worries, no worries. Appreciate you hopping on here and kind of being flexible with that, you know, how quickly we were looking to meet again here. So really appreciate you taking the time to hop on today. I know cliff won’t join. Is that correct? Just us for today?
Dawn Whipple (02:44) That’s correct? Yep. Okay. No.
Jordan Tantleff (02:45) Worries, no worries. This conversation is really about grounding everything we’ve talked about in how your team actually operates day to day. So from our conversations so far, you know, a few things have stood out that I want to make sure we anchor on today.
Jordan Tantleff (03:00) Sounds like there’s still, you know, a lot of manual coordination with providers, especially around getting data in and keeping caqh up to date. Obviously payr kind of turnaround time variability especially in California is a topic of, you know, concern that we want to address. So, you know, making those timelines more predictable and easier to manage following this call me and josh were discussing. We’re happy to compare turnaround times for those specific payers, if it’s possible. We’d want to get an idea of like what percent of claims each payer represents. So we can prioritize those payers driving the most billables.
Dawn Whipple (03:35) And then josh can work.
Jordan Tantleff (03:37) With our analytics team actually pulling those benchmarks to compare versus what you’re seeing in house today, right? Is that data readily available for you all? Would that be kind of easy for?
Dawn Whipple (03:49) You, I have some of, the ones that are basically the kind of the heavy hitters. Those aren’t the problem ones generally. But yeah, I can get information sent over to you.
Jordan Tantleff (04:00) That’d be perfect. And we can take that as the next step as well. And we can start to, you know, like I said, compare those benchmarks and even adjust the business value assessment case that we went through last week. And one thing we also kind of want to anchor on today. I know cliff had mentioned something that really stuck with me was the disconnect between credentialing and scheduling and where it’s not always clear who’s par. And that information sounds like it’s being tracked manually or in spreadsheets today. So we’ll make sure to explain how medallion can address that area as well.
Dawn Whipple (04:33) Right. And it’s not the it’s not the payer information. It’s the individual particular products that’s what they need. I don’t know if your software would deal with that, but, it’s not, no, it’s all the plans within the payers. So, for example, unitedhealthcare has like 50 plans. They want all of those for the scheduling team.
Joshua Levitan (05:01) Oh, okay. You.
Dawn Whipple (05:02) Know what I’m saying? So, and I’ve spoke to them and I’m like for credentialing that’s kind of unrealistic to expect yeah us to maintain that information because it’s really a scheduling billing. If you find okay, there’s this plan, they are approved, just make a note of it. And that’s what we’ve done. And so we have it’s called a master insurance sheet where if somebody says, hey, this plan is approved, we’ll mark it. But again, that could change in a month, I mean, because they’re constantly changing plans. And that is the piece that I have been unable to get senior leadership to understand. It’s not the payer problem. It’s the individual plans that marketing wants that scheduling team wants.
Joshua Levitan (05:50) That’s really helpful to understand. Yeah. And like we don’t even track that. To your point, we don’t really consider.
Dawn Whipple (05:54) that credentialing exactly. It’s not credentialing. So if you want to reiterate that, I would love that because we get nailed for this all the time, they don’t have like because it’s not one, it’s not my job and two, it’s impossible to keep track of the thousands of plans or the thousands of products that are out there for each individual payer. Well.
Joshua Levitan (06:20) And when are you ever enrolled with some and not others? Like wouldn’t you want to structure your group contracts that you’re enrolled in all of the products even as they?
Dawn Whipple (06:26) Change exactly. But unfortunately, for example, unitedhealthcare, I’m sorry, inventing unitedhealthcare, one provider has 50 plans. The next time you look in there, 30 of those plans just disappeared and another provider has 20 plans. And so we have to contact unitedhealthcare saying you’re missing a bunch of plans. Please add these plans back on. It’s a constant moving target because whoever controls the payer side of the website constantly… screws things up and we can’t fix somebody else’s problem. All we can do is report it when we see it. So that is one of the things that we’re constantly doing with. For example, unitedhealthcare, we have to go in there on probably a six month basis. We do it basically quarterly just to make sure all the plans are still there because literally they’ll disappear. We’ll have providers show up that haven’t worked for us in years.
Dawn Whipple (07:23) And all of a sudden boom, they’re back on our rosters because somebody at their end screws things up. And again, I don’t think there’s anything a credentialing software can do to kind of fix those kind of things which is huge manual labor that does take us away from other items trying to deal with this whole individual… product situation.
Joshua Levitan (07:45) Yeah. Look, this is a problem. We’ve thought about this actually, Jordan Everline has Scott Everline? Has I’ve talked to him in length about this issue? Don, you know, this part of the issue too is on the payer side, they might have like 15 different databases because they grew through acquisition. Oh.
Dawn Whipple (07:58) Yeah. And.
Joshua Levitan (07:59) so, like those databases aren’t in sync. We have thought as a company, but is there a way to address that? And that is still a work in progress because it requires, yeah, it’s a whole bigger issue and it requires like coordination on the payer side. But yeah, I hear you. I feel you, we can obviously very accurately tell you that a provider was enrolled on this date with proof and evidence with a payer, right?
Dawn Whipple (08:22) But that’s all you can really do.
Joshua Levitan (08:24) But that’s all we can do. We’re not even we’re not tracking rate tables in medallion either, because like we could, but the second that we start tracking rate tables, it starts to make this problem way more acute, right? Like it’s a bridge into that.
Dawn Whipple (08:37) Exactly. And.
Joshua Levitan (08:38) So it kind of opens up pandora’s box, which it sounds like you understand.
Dawn Whipple (08:43) Yep. If.
Joshua Levitan (08:44) this comes up, we will reiterate what you said.
Dawn Whipple (08:48) Right? Because this is one of his, this is one of his big issues which is coming down from upper management, is scheduling wants this information and I’ve been telling him that you’re not going to get it from a credentialing software. You’re not going to get it from a credentialing nothing. It’s not from the credentialing side. They have to come up with a system, but it’s again, it’s a moving target like they could change their plans. We don’t know. Yeah, anyway, there’s my little vent for the day but continue.
Jordan Tantleff (09:22) that’s an important call out. I’m happy that you made the distinction there. Like josh said, we’re happy to back you in that conversation and just explain that. Again, it’s not a credentialing issue per SE. So, happy, to, you know, work with you on kind of bringing that leadership as necessary as well.
Dawn Whipple (09:40) Thanks.
Jordan Tantleff (09:42) But yeah, what we wanted to do today is, you know, not just run through a standard demo but, you know, actually walk through how medani supports that entire workflow end to end from onboarding, the providers, you know, managing caqh, executing the payer enrollment and licensing requests, and more importantly pressure tested against your process. So as we go through this, we encourage you to jump in at any point. If there’s any edge cases you’re thinking about. If there’s anything you want us to double click into, don’t hesitate to pop in with anything. The goal here is to really just make sure this actually works with your expectations and not just, you know, looks good on paper.
Jordan Tantleff (10:18) But yeah, does that sound good with you, Dawn? Is there anything kind of specific you had in mind before I handed over to josh here?
Dawn Whipple (10:25) No, I would love to see how the system’s going to work.
Joshua Levitan (10:28) Awesome. All right. So, I want this to be a little bit like less formal than how some of these presentations might be. And I want you to help direct us into what matters most before we start like my normal flow to walk through. This would be covering like provider onboarding, right? So how we get data from the provider into the system and then like sort of running through medallion as a database in general and then moving into like action. So that would be running a credentialing packet or submitting a payer enrollment?
Dawn Whipple (11:03) I’ll.
Joshua Levitan (11:03) start that way, but like I said, like redirecting, oh, and then I should say like analytics and reporting, we usually touch on at the end. You guys obviously touch like, you know, you have credentialing and payer enrollment. I don’t know if licensing is going to come up. So like there’s a lot here. So if we get through it all, great. If we don’t like I can send over little videos or we can set up more time to go through the rest of it. But like I said, just steer me in the right direction, if you’re good on something and want to move forward or if you have questions and want to slow down on another piece, perfect. And, you know what? Give me one second here. I need to… change one setting.
Joshua Levitan (11:54) All right about that one sec.
Joshua Levitan (12:00) Okay. So the process is always going to start with an email reaching out to the provider asking them to make an account. Do you have like a portal right now that the providers are using to put their information in? Or are they sending it via like PDF or email or something?
Dawn Whipple (12:21) No, no, no. Mdstaff has an application, same kind of thing. We’ve actually used medallion for other. Well, one, we have one payer that has medallion or a surgery center or something. So we’re kind of familiar with this side, but yeah, right now, we have the same exact thing they log in. We try to pre populate as much information before we send it to them. That’s kind of our process to make it quicker and easier for the provider.
Joshua Levitan (12:46) Okay. So let’s fast forward through a little bit of this and we’ll get to the pre pop issue. So, yeah, very much the same thing. I think this is a lot more modern and might be visually cleaner than mdstaff, but same concept, right? They get an email. We’re going to slap your logo on here. We can work with you on the text, right? But they’re going to then come in and they’re going to move through the process to log in. Now, you can pre populate as much of this as you want, and you could do that like, you know, the fanciest way to do that would be via API like connecting to like an applicant tracking system or an HRIS system. Truth be told, you might not need to, because at this point in time, we’re going to ask the provider to link their caqh profile. I think if there’s any work that your team does before the provider even gets the invite, the most important thing would be linking their caqh profile for them. And there’s a difference here between mdstaff and medallion, which is that we can ingest information from caqh with just their caqh id. We do not need their username or password to establish this connection.
Dawn Whipple (13:54) Do.
Joshua Levitan (13:55) you have a gut sense on like what percent of providers that you’re hiring like have a relatively good caqh profile?
Dawn Whipple (14:04) 50? Okay.
Joshua Levitan (14:07) And the other 50 percent, do you think that it’s likely they have nothing or because they’re like out of residency or because, or they have something very out of date.
Dawn Whipple (14:18) Well, we have a number, we do a fellowship program. So we have a number of them that literally have no, no, anything anywhere. Okay? And then the other ones that we’ve found most often their caqh does not match like your ama profile when you go to do the credential verification. And we know that a lot of payers use the ama, so that if it doesn’t match, then it kicks back the application and it takes them longer to actually do the credentialing because things don’t match exactly. So, a lot of times we end up going into their caqh kind of and editing and fixing a lot of the mistakes that are in there.
Joshua Levitan (14:57) Yep. Okay. So let’s take that concept and let’s hold on that because we’re going to talk about that in a sec. But in terms of getting data in like our philosophy is like pretty much the easiest way to do this is look for other data sources that at least in most or a number of circumstances are good caqh, right? So we’re… going to pull in all the information. Now, there are other options here. We’ll talk about filling out manually or the resume extraction piece to get started in a sec. But caqh is the best approach. If we have the information, we’re going to confirm and link all of this and then the provider is going to be moved into their profile. So this is their portal. I should say. So this is Naomi here. In this case, I have this built out as like her caqh was absolutely perfect and everything came over. What would this look like for someone who didn’t have a perfect caqh? Well, they can come in here and change data and hit save or add data. I should.
Dawn Whipple (16:05) Say, yeah, I get.
Joshua Levitan (16:06) All that go through the whole thing. One nice piece in here is the document scanning feature. Nice. So, yeah, I like this like turbotax, right? Because it’s tax season right now. Hopefully, yeah, everyone got it in yesterday, but like, you know, I had the form from my bank, right? And I scanned the QR Code on turbotax. And then I did my phone like turned into a turbotax scanner. I pointed it at a document, took a picture of it and then not only did that document get uploaded, but the text of that document got read extracted and put in the right little boxes that’s the same thing that happens here, right? So take the resume, right? We’re going to read it, take the information from it, stick it in professional history.
Dawn Whipple (16:53) If I can ask a question, you’ll probably cover this, but it’s just because where my mind is at right now. Yeah. So when I see disclosure questions, are those the same questions across? Can you have those tailored to, for example, Texas has different disclosure than Minnesota has different disclosures and California has different disclosures. Can those be tailor made for the organization you’re sending it out for?
Joshua Levitan (17:16) Yes… sometimes we might handle that differently and not in this disclosure section depending on the volume. So there’s a number of ways to do that.
Dawn Whipple (17:26) Like with another document, maybe?
Joshua Levitan (17:28) Yeah, it would be in a task, which is what I was just about to get to. That’s what I figured. Okay. Yeah. So like we, yeah, it depends on the volume. There’s a little bit of variability there. Can you still see my screen? Yeah. Yep. Nope, not now. Sorry, my, I was plugged into my monitor, but my monitor is like flickering. So I’m just going to go laptop.
Joshua Levitan (17:55) I’ve had this monitor for a very long time. I’m wondering if it is time for a new one.
Dawn Whipple (18:02) Real quick while you’re getting that up and going, let’s just be honest, 90 percent of our providers have us log in and do it for them. Is there, they just have to give us their login and password and then, or?
Joshua Levitan (18:16) Even this piece, right?
Dawn Whipple (18:17) Here? Yeah.
Joshua Levitan (18:19) We’ll show you how to do that on your side, okay?
Dawn Whipple (18:22) Perfect.
Joshua Levitan (18:22) The hope is that this is like modern and tech friendly and so like they do it if that’s not.
Dawn Whipple (18:27) They won’t do it. No… I love our doctors 100 and something of them, but they do not like doing paperwork of any kind. Yeah. Okay. Which is why everything takes so long because we always have to do it for them, right? Right?
Joshua Levitan (18:43) Right. So that’s a good segue here into the idea of tasks. Tasks show up in their profile for them right here. And a task is anything that they need to complete or a gap. So, as they’re building out their profile here or once they upload caqh, like we’re constantly automatically, this is just the system saying like let me compare what they, what this provider has to a golden profile, the perfect profile and auto generate a task. If anything is missing or tasks are like sign something. So this could be like sign a dop form. In this case, sign your attestation and medallion. It could be additional disclosure questions. It could be something like that.
Dawn Whipple (19:25) And those can be tailored per each facility, correct? Yes.
Joshua Levitan (19:29) That’s where the tailoring is that’s the primary method of everything being much more bespoke and tailored with the dop forms with the like with disclosure questions for credentialing, all of that stuff.
Dawn Whipple (19:39) Perfect. Thank you. Yep.
Joshua Levitan (19:42) We do, the providers will need to log in themselves at least once a year and attest in medallion to the accuracy of their data, the value that they get from that and that you get from that is then we’re going to actually handle the caqh updates and attestations on their behalf.
Dawn Whipple (20:01) And those are done quarterly, like required.
Joshua Levitan (20:04) Correct. But basically in us, in order for us to like legally feel comfortable doing that, we need attestation and medallion once a year. So we’re saving them and you work but they do, I want to be really clear like they do have to, at minimum, they can do it in the office sitting right next to you but they do have to log into medallion at least once a year. And E sign, we do want this to be as easy as possible for them. So like for example, they can do this on mobile and this is all rendered online. So look good on your phone and come in here, profile attestation and like sign with your finger. So if you go to the medallion portal, like on your phone’s, internet browser, like it looks really easy and clean, it’s like optimized for that. It’s built with a mobile friendly environment. So we’re not asking a lot from them but… attesting.
Dawn Whipple (20:53) No, we do something similar. Yeah, it’s all good.
Joshua Levitan (20:56) Yeah. Okay, great. I will keep on going through this then. So that’s their side again as much of this as they want to do like great. Ideally, they do as much of it as possible if they don’t let’s look at the other options. I now just switched my screen into like your and your team’s view of medallions. This is like the admin side, the operating side, whatever you want to call it first right? Off the bat. Like our home screen that we’re almost always brought into is shows us like what we need to be aware of as operators with specific call outs on where things are in the queue and do we need to make new requests? And we have our task management panel. So this is where you and your team can see every single task that has been sent out to a provider when those were created. And if they’ve been complete or not. So every time we send a task, it doesn’t just live with a medallion. We’re also emailing providers. We can also in certain instances, if you want, we can make phone calls and text messages to providers too, that’s an add on. It’s. Not included by default. Some people don’t want that, but we have that ability as well. And then we’re going to follow up on those emails, right? So every three days or once a week or whatever the cadence is, they’re going to get a reminder. And so, like in this case, if Dren here hasn’t signed the dop form for stanford, this is more in a sense of like we’re trying to get her privileges at stanford in this example. But same concept… in 30 days like we’ve emailed her like nine or 10 times and she hasn’t done anything. And so that’s where your team has visibility into this. And can, you know, sort of help nudge her along in the right direction here? You’ll see the Naomi’s task? I didn’t hit the complete button when I was signing before in Naomi’s profile. So you’ll see her attestation task sitting right here as well. Any questions about that task piece?
Dawn Whipple (22:57) No, no, no. Okay. Pretty.
Joshua Levitan (23:00) Straightforward real quick note, there are some admin tasks in here that would go to you and your team think like a Coi, and then we’re tracking expirables. Obviously licensing is a huge part of expirable tracking, but this is every expirable under the sun, like literally even like if their passport has an expiration date coming up, medallion will know,
Dawn Whipple (23:19) right, right, right?
Joshua Levitan (23:20) And notifications built out from there?
Dawn Whipple (23:23) Is that where the insurance expirable? Is that somewhere else like your malpractice? Would that be under expirables or would that be?
Joshua Levitan (23:31) That would be under more of like we’re considering that more of like a verification. So, I’ll show you that in a sec, it might actually double populate. It depends if you upload it as a document, it would double populate. Okay? But there are oftentimes where we’re verifying malpractice insurance, right? So we’re going to put that in the like verification section. But I’ll show you what that looks like in a sec. Okay.
Dawn Whipple (23:56) For ods, it wouldn’t be in the,
Joshua Levitan (24:00) it wouldn’t be in verification. Yeah. In that case, it would show up in the expirable section. We might, I’ll double check with product too. We might actually just force it into both just to be thorough. Okay. So this is our database here. When I click on providers, we can see the status of everyone’s data, right? So, we like green check marks. That means we have all their data. These people presumably were just hired and they either haven’t, linked to caqh or haven’t, completed tasks or whatever. You can sort filter in here. And you have some high level information groups, you know, practices they work at all that good stuff. But most of the power lives within when you click into their name, and I assume mdstaff has a similar type thing here, but this is everything in one place, right? This is verifications, licensing privileges, pay enrollments and their data. Yep. So when you were asking about doing it beforehand, they don’t need to give you their password to go into their medallion profile. You just come in on your side and.
Dawn Whipple (25:03) Upload a document, same with us. Yeah. Yep. Same with mdstaff. It’s the same way.
Joshua Levitan (25:09) Yeah, perfect. So again, just to quickly reiterate here, right? Verifications, all the primary sources, this is your home for monitoring license expiration and tracking license requests. I think we’ve talked about this. We will process new state license requests for you, which you can see here or you just want to pop into existing licenses, see what they already have. And again, we’ll be verifying these and the dates of all that, of the expiration.
Dawn Whipple (25:35) Is intake? Is that, is intake? Is that your files?
Joshua Levitan (25:39) No intake is actually, so you wouldn’t see this on your side, but this is actually the system that I’m in like a staff view here, but this is the system that powers those, the tasks for specific payer enrollments. Oh, okay. So, what you’ll see is actually, so like this is where it’s basically saying like, do I have everything I need for South Carolina? United? Gotcha. And if not, this module is what triggers that task to say, hey, provider, go and give me this thing. Okay? But it’s a great visual representation of how the automation works, right?
Dawn Whipple (26:17) So, your files aren’t what is it data import or where’s your files? Like your documents that you’ve uploaded?
Joshua Levitan (26:22) Profile documents?
Dawn Whipple (26:25) Okay. And then can you email them directly from here to somebody else?
Joshua Levitan (26:31) What’s.
Dawn Whipple (26:32) the use case, like if there was a request for, malpractice, I need to send it to somebody. I can just click on malpractice and say email boop, and then it goes to somebody else.
Joshua Levitan (26:41) You can’t send the email through medallion. Okay. But if there was, who would be needing malpractice? Because that might be a different workflow piece, it would be internally or like an audit from a payor.
Dawn Whipple (26:54) It could be either, so, for example, when we just now we just did all of our malpractice, and then we sent them to each individual provider. So they have a copy for themselves because, they could go to their mdstaff thing to look, but they obviously don’t want to. So we send it to their emails, but we do it right through mdstaff. It was just like a two click process of just curious. And then I get a lot of requests for like, can you send me a copy of a diploma for somebody? Or can you send me a copy of a license for somebody? Or can you send me a copy of a Dea for somebody? Those kind of requests?
Joshua Levitan (27:30) Yeah. There’s no like email right in here for?
Dawn Whipple (27:34) That, okay. No problem. Just curious, yeah.
Joshua Levitan (27:37) But there are because… the tasks send emails. So there.
Dawn Whipple (27:44) Might be.
Joshua Levitan (27:45) A way where, like we could create a series of tasks that would accomplish that. I’d have to talk to the product teams. It might mean the same thing, but just be accomplished slightly differently, right, right? We’ll take that as a note.
Dawn Whipple (28:00) I just use it quite a bit for we get a lot of random weird requests.
Joshua Levitan (28:04) Yeah, yeah.
Dawn Whipple (28:06) Anything I can do to cut down on my time is always right? Obviously something I’m always looking for yep.
Joshua Levitan (28:13) Okay. Well, on that note, then, in terms of cutting down your time, I can click through any of this if you have more questions, but I think where the real time savings and value comes compared to mdstaff is really in payer enrollment, but also maybe to a certain extent within credentialing. So I want to move forward into that. Yeah.
Dawn Whipple (28:28) That’d be great. I.
Joshua Levitan (28:30) Think credentialing is a, is mdstaff operating as your cvo or is it just a management tool? It’s.
Dawn Whipple (28:37) just a management tool. We, but most of their processes are automated like for example, it automatically checks the oid and the, their deas or state licenses. They’re you know, most of the items are automated. The ones that we like, peer references are all automated. The ones that we have to do. And some of the like hospitals are automated depends upon what they have set up. So, the biggest one that we end up having to do are like hospitals that don’t have an electronic… verification system where you have to physically call them?
Joshua Levitan (29:15) You talking about for work history confirmation for?
Dawn Whipple (29:19) Privileges?
Joshua Levitan (29:19) At the hospital or?
Dawn Whipple (29:22) We’re just verifying that they have privileges at a particular surgery center or hospital. Yeah, that’s probably our number one. As far as workflow. That would be, that bogs us down is trying to get, that information. Like usually it’s a phone call or a fax or, you know, finding who to email those kind of things. Okay?
Joshua Levitan (29:47) So, I think like we’re gonna own that work and I think we’ll talk about this a little bit in credentialing. I think you’ll see there’s like moderate time savings in credentialing compared to what you’re doing right now. I think payer enrollment is where there’s going to be the dramatic time savings. Perfect. So maybe let’s do pair enrollment first. And then we can talk even if it’s not necessarily the order of your process, but then we can talk about afterwards. Okay? I’ll also note everything we’re going to look at in the pairs tab. You can view on a one provider level, so you can see the enrollment requests or the current enrollments. Yeah. And you can make requests, right? From this tab for anything in the provider view.
Dawn Whipple (30:29) Nice. Yeah.
Joshua Levitan (30:30) What we, what… most customers do though is they’re really living out of this screen. So I’m going to come into buyers. I’m going to come to payer enrollment your process right now, I imagine is something like going into the payers portal and copying and pasting information and dragging over forms and working through that, and then hitting submit and then hoping, no.
Dawn Whipple (30:53) Okay.
Joshua Levitan (30:55) Let’s talk about what it is. So.
Dawn Whipple (30:57) Currently, if there is a, if there is a online portal, which is awesome. Mdstaff has an option where we are able to have the portal open on the left. And then right next to it, we have all the provider information, and then we can just drag it in to fill in the information. Okay? So it’s all kind of right there. Most of the ones that bog us down are not necessarily the portals, for example, because most time if well for a new provider can take a little bit of time. It depends on what kind of a, you know, portal they have, setting up your availities, setting up your, in Minnesota. We have MCC, the Minnesota credentialing, whatever it’s called those because they have to be set up. So those do take quite a bit of time for the paper applications. We have MD-Staff merges all the information, and we just have to go in and kind of fix it, make sure everything looks, you know, and add things that aren’t pair specific. You know what I mean? Like then I can’t merge. But so those are there that’s kind of the process that we have. Okay?
Joshua Levitan (32:10) And then do you have any rosters? Any payers that take rosters?
Dawn Whipple (32:15) Yeah, we have rosters, a lot of times, we just pull them from our caqh group account. If we have to send a roster because it has all the information and we just pop it over. Okay?
Joshua Levitan (32:24) So, MD-Staff has some level here of time savings. What you’re going to see right now with medallion is like, you don’t have to really worry about any of that. We do that all for you. All you have to do is make the requests. So you come here, you get new payer enrollment, let’s do a provider enrollment. We’re going to enroll Naomi, if you’re managing multiple tins, we have that built in. Great. We know the states that she’s licensed in. So we’re obviously going to submit an enrollment in a state that she’s licensed in. And then we obviously know which plans have group contracts with this tin. So I’m just going to hit select all I want to enroll her in all the plans that this tin has relationships with. We’re just going to specify line of business again to the conversation before we’re obviously tracking line of business. We’re not going any further than that into the specific products, but… we’re going to denote line of business… we hit next. We need to fill out locations. I’m just going to hit enroll all. Okay?
Dawn Whipple (33:32) Do you have on this? I’m sorry. Do you have on this where it says practice locations? Do you have like the primary secondary tertiary kind of, yeah, you.
Joshua Levitan (33:40) Note that in their profile. Okay, perfect. And then you can either select specifically or I mean for demos, I always just hit select all. Yeah, yeah. But yeah, you note the primary and then the sort of the additional ones in the provider’s profile where there was like that practice screen.
Dawn Whipple (33:54) Great.
Joshua Levitan (33:56) And then just two quick questions like obviously, yes, we want this to show up in the payr’s public facing directory. And this one isn’t always honored. But a lot of times we’re going to say like we want to… the desired effective date?
Dawn Whipple (34:09) Yeah, we would love that. Yeah.
Joshua Levitan (34:12) Might as well collect the information and see if they’ll honor you.
Dawn Whipple (34:15) Exactly. Well, there’s a few that’ll backdate?
Joshua Levitan (34:18) Yeah. I was going to say this is really a box meant if you do have backdating relationships. Yeah. Any notes? These are internal for you? And then you hit submit?
Dawn Whipple (34:30) Now, you don’t have to do anything. So the notes are only the internal, yeah, yeah.
Joshua Levitan (34:34) It’s like a note to medallion or a note for you to track yourself. Like the payers aren’t seeing these notes. But then you hit submit and submit is the magic button from the time that you hit submit. You do nothing. Shouldn’t say nothing. You track the progress and you can see that it was the screen that was in the back which we’ll walk through in detail. But even though, like dragging and dropping of fields, right? You don’t have to do.
Dawn Whipple (35:00) that, yeah, I mean enrollment takes time man, I mean, across the board. So you have our little munchkins in the background doing this. That works for me?
Joshua Levitan (35:07) Yeah. And so let’s take a look at that. What that looks like with medallion, our little munchkins I’m going to steal that. I’m going to steal that phrase are automated technology. So, this is an example of this is a screen recording of our bot going into Arizona blue and filling out the portal. And you can see it works through this just like a human would, but it does not make mistakes.
Dawn Whipple (35:37) Yeah. As long as your information is clean on the front end, it’ll be good on the back end, right?
Joshua Levitan (35:43) And you never see this like I’m showing this for demo purposes, but you.
Dawn Whipple (35:46) Never see this, right? Right. Yeah, I get that. Yeah, I appreciate that.
Joshua Levitan (35:51) And all the combinations and permutations of this, right? So if it’s a paper form, what we will do is do the same mapping that like you talked about, but we will do all of the mapping. There’s no mapping for you to clean up, then we’ll provide that. I always pick on New York medicaid, they actually just changed the system. And now finally have a portal. But up until a couple months ago, they required wet signatures on the paper application. Oh.
Dawn Whipple (36:11) Yeah, we, yeah. How do we handle that? So?
Joshua Levitan (36:13) We will map the form. We will send it to the provider with pre return postage and we will call them and we’ll use those tasks to make sure like, hey, you need to sign this. And then there’s pre return postage ready for you to go. Okay. We could send that to their house. We could also send that to a practice location if it’s easier. New York also needed notary. So for some time, for some reason, for some customers, we actually would send that to the practice so that because if they already had a notary like on staff, so the provider would just go in and sign it and notarize it right there. But then we’re you know, we have that postage sent to them right there too. So all they have to do is what sign it and send it out. Nice rosters we’ll manage completely for you as well. And we’ll submit those to the payers on your behalf. I should have also mentioned. The one step before we actually start working on the portal is we’ll verify that caqh is up to date. So we have another bot that like the first step in the process, make sure if any information changed in medallion, we update it in caqh before we send the application in. Because obviously, that increases the chances of a quick and speedy application. So.
Dawn Whipple (37:23) It basically, it uses medallion as its source of truth.
Joshua Levitan (37:28) Correct. And.
Dawn Whipple (37:29) we’ll make caqh match what we have in medallion, not the opposite, correct?
Joshua Levitan (37:34) And we do that on every attestation deadline, right? So I said before we’re handling attestations, we’re going to go and update the information before we do the attestation, assuming medallion is the source of truth, and then we’re going to do that additional caqh update before any enrollment is sent or demographic update for that matter. So it gets hit four times a year just by steady state, and then as needed on top of that triggered by a new enrollment being requested, right?
Dawn Whipple (38:05) And.
Joshua Levitan (38:06) did you say you also the beauty of this? Oh, go ahead. Sorry, I’m sorry.
Dawn Whipple (38:09) Did you say you also do the availability demographics as well? We?
Joshua Levitan (38:14) Need to talk about that. A little bit more. One of my topics today was to get a little bit more information from you on how that works, what you do and then bring that to my product team and ask if we’re currently doing it or if it’s something that we could look into. We are updating availability portals, right? Like if that is the, I think we talked about this a little bit last time, right? Like our automation, our bots are going into availability portals to fill out applications, but I think you would described that there’s a yearly check you need to do in availability.
Dawn Whipple (38:46) There’s a quarterly attestations that have to be done. They have to be done before the quarter. So like by March 30 first. Okay. If we have time, I don’t know, can I share my screen on this?
Joshua Levitan (39:00) Yeah. Why don’t you show us just.
Dawn Whipple (39:03) Trying to see where is the share screen on this? I don’t ever use this.
Joshua Levitan (39:08) Green bottom right? In the middle… there.
Dawn Whipple (39:12) It is okay. Perfect. And.
Joshua Levitan (39:14) Then you can just click like a window, your whole desktop and confirm.
Joshua Levitan (39:21) All right. We have you up. Okay?
Dawn Whipple (39:23) Perfect. So, for example, this is availability. So we have a management organization in the provider data management piece and the provider damage. This is all of our locations and you’ll see there’s some of these. I have to be checked in but they have to, we have to go in and verify all this information. And then we have to and verify if there’s in there’s no, obviously because it’s a surgery center that I don’t know why that Guy is there. And then you have to submit the verified profile. So let’s go to.
Joshua Levitan (39:54) This is at the facility level or at each provider’s level each.
Dawn Whipple (39:59) Well, both, you have to do the facility, you have to do the clinic and you have to do each individual provider, but it’s all within the same. Let me, it’s.
Joshua Levitan (40:09) all within the same login, right? This is all within your.
Dawn Whipple (40:11) Yes. So for example, here’s, Minnesota eye consultants from Minnesota. So all of their locations, mailing address, blah blah. So what we remember, I said, if there’s errors, would it catch that? For example, what we had just discovered is when we logged in the other day, we discovered all of our payment locations were missing. And so we had to go into each individual location and add the pairs. And then we had to go into each individual provider and within each individual location, we had to add the payment address, and it freaking took forever. How did?
Joshua Levitan (40:56) The payment addresses get scrubbed.
Dawn Whipple (40:59) Availity does these kind of things. They just well, at one point like the first, the year we had over 800 errors because they did a little glitch. And so we reached out to them and like you had a they’re like we’re sorry, but you have to fix it yourself. So, and it happened across the board. And then you have to submit the verified profile every quarter. So, I was just wondering if this is something that’s part of your because this is one of those time consuming because it’s for every entity, every provider and you have to go in and check because darn it, they screw things up on a constant basis. And I hate it. And what’s.
Joshua Levitan (41:38) the implication of those errors is that the claims will get denied or is it that the enrollment? Yes, the.
Dawn Whipple (41:45) claims will get denied? It’ll it’ll lock up, availability. Availability of course, is where you get, your Aetna’s your, you know, number of those we can’t for example, we can’t upload an application. You’re taking care of that side, which is great. But so availability double checks this information when they’re processing the claims. And this is where they get their, what do you call it? Pre authorizations, for the clinics, for the providers and for the spaces through this portal. And that’s why it all has to match because if we don’t have our information set up, their pre authorizations don’t go through correctly?
Joshua Levitan (42:23) Okay. So.
Dawn Whipple (42:25) That’s that’s kind of one of those stinky things and.
Joshua Levitan (42:29) Right now, if you’re enrolling a provider, and then do you first add them in here and then submit the application? Yes?
Dawn Whipple (42:36) You have to, okay. Okay. This.
Joshua Levitan (42:40) Is really helpful. And I appreciate you sharing your screen. I’m going to get this over to our product team and… see, I don’t want to give you the wrong information without confirming with the smart people that actually build the product? Yeah.
Dawn Whipple (42:52) No, no, I could, I’m just saying if I have an option to get things, you know, better, I’m gonna, yeah, of.
Joshua Levitan (42:59) Course. No, of course, also worth noting our CEO is actively on the hunt right now for additional ways to help our customers and he was constantly asking Jordan myself and our team members like, hey, if customers have problems and we don’t do them right now, like let’s bring that up as a whole company because we are actively expanding the product as much as possible and just raise a nice shiny round of venture money in order to be able to hire more developers to do that there.
Dawn Whipple (43:24) You go. I… love finding problems. Yeah.
Joshua Levitan (43:28) Yeah, yeah. It’s funny back to our conversation before, one of the problems that we’ve been discussing is what we were talking about before with like, the mismatched systems I think I was sharing that, but it’s like an interesting, do we actually want to tackle that because do we think we can solve it or do we think the payers are the roadblock there and it’s a waste of our efforts?
Dawn Whipple (43:47) Right. So.
Joshua Levitan (43:48) Yeah, fun conversations on our side, thinking through the technology behind all this, but I digress, I’m gonna get back into this. So one thing I just want to mention, we catalog the enrollment process for every payer in the country. So there are over 1,100 pairs in our database, which means, we know, is it a paper application? Does it require a wet signature or not?
Dawn Whipple (44:09) Is it?
Joshua Levitan (44:10) A portal, how does the portal work? Etc, etc, and we maintain that. And that data that we collect is essentially what trains our automation. So if you guys move into a new state or you start working with a new payer there’s no, you don’t have to like spend time learning that payer’s process yourself. We’re already working with them. We already have all that information and all you have to do it’s the same process, right? Is just hit new payer enrollment. Every single payer is in there. And then it goes.
Dawn Whipple (44:44) We would just add the payer to the profile, I assume. Yeah.
Joshua Levitan (44:48) Like you’d want to add a group contract otherwise like it’d be processed as like an individual enrollment. Like we can process individual enrollments. We have like some of these like massive telehealth therapy companies. That is a whole can of worms. We don’t want to talk about and it does not fit your business model. So we’d want to have the group contract in here. But when I was actually making this request, if I clicked Naomi here, and for some reason, this is… not how it like I wouldn’t recommend doing this, but if I scroll down and just go ahead and pay her, it’s actually going to say, hey, you don’t have a group enrollment and I can actually add to this request a group enrollment because we will process group enrollments on your behalf as.
Dawn Whipple (45:33) Well, oh, okay. Yeah. Because for like a new payer coming in, we would handle it that way, correct?
Joshua Levitan (45:38) Yes, we won’t negotiate the rates, but we will do everything else in like the paperwork process, right? Of submitting the group enrollment and whatever point in that process, there’s any conversation about rates. We’ll sort of tag your team in… bad analogy. But maybe you can think about like wwe and two people and you tag your partner, and then they hop in the ring. We’ll tag you in. You can hop in the ring, do the rate negotiation, then tag us back in to finish the paperwork process. Sounds good. And facility enrollments are we do facility enrollments as well?
Dawn Whipple (46:09) Oh great. Yep.
Joshua Levitan (46:14) All same window here. It looks a little bit different. Like if I switch to facility, obviously I have to pick a profile, but all same like super easy, quick process of like you click your mouse, you know, 10 times over 30 seconds, then medallion does the rest for you. Okay? Now, when I, once I make the request and I’m back in this screen, this is where we track the progress. This is updated in real time. Your team always has access to this. Obviously, not everyone on your team needs this. Like we’re not going to give this to the scheduling.
Dawn Whipple (46:41) Department.
Joshua Levitan (46:43) But the name of the game here is visibility, right? Like once we submit the request, we’re also managing follow up on your behalf, right? And we’re doing that via phone call email. We have automation now that’s making the vast majority of our phone calls available and coordinating all the emails. We understand that like this is a really vital process for your organization. And like what we don’t want this to be is a black box. You know, we’re owning a lot more than your current vendors owning. So we want to let you know everything that’s happening as soon as it’s happening. And what does that look like well, right off the bat like super high level, we call this like the domino’s pizza tracker. But as you scroll over and as you start to click into this information here, you get a lot more detail. So you can see the next tasks that we are taking. Is there a follow up that we scheduled for our system to make two or three days out? You can see notes that our team is making. And a lot of times these notes are going to include screenshots. Like, so if we used a portal scraper to verify that the payor received the application, we’ll post the screenshot for you. So you have like that proof at the very end, when we get par status, if the payor sends back like a welcome packet, we will attach that right here so that you have the welcome packet. Like with the confirmed date, you know, the confirmed par, effective date, et cetera.
Dawn Whipple (48:03) Quick question. Yep, a lot of the, especially, a lot of the California ones send the information directly to the provider for their approval. Is there a way because medallion is submitting it on behalf, I’m still, would you get that approval? Would it still go to the provider?
Joshua Levitan (48:27) Yeah. So if they’re giving the approval via email, what we will often do is change the contact email to our email so that we get it and triage it. And we have a whole like AI email triaging system that manages all of the inbound and outbound email. If they are mailing it, go ahead.
Dawn Whipple (48:50) Continue what you were just going to.
Joshua Levitan (48:51) Say, if they’re mailing it, like we might try and put our mailing address, but like if they mail it to the provider’s address or to your address, then you can certainly come in here afterwards and upload like a scan of it. But obviously, it’s a lot harder for us to do that because it’s not being mailed to us?
Dawn Whipple (49:10) Right. So, the applications that are directly sent to the provider. So for a lot of them, it’s like we put in the application request, but then they send the actual application to the provider to complete. And then typically, what our process is, right now, the provider emails us with their login and password, we go in, fill out the application and then we submit it. How does that work with medallion same thing?
Joshua Levitan (49:35) Except we would have preemptively collected their login and password.
Dawn Whipple (49:41) Okay. So that doesn’t necessarily just go to the doctor. It just automatically, medallion handles it if.
Joshua Levitan (49:49) possible. Yes. Again, every slightly different process here, right? Right? If we do know that there is something that has to go to the provider, we will set a task saying like expect to see this, but let us know when it comes in and they can go and check off the task. Oh.
Dawn Whipple (50:05) Perfect. Yeah.
Joshua Levitan (50:07) This actually happens a lot of licensing like for new state licenses because there’s a lot more rules. Like there are certain things, for example, like a lot of times the payment information for a state license has to be the provider’s information. So we can’t pay with our information, then pass through the cost, right? . Right. So, like in any situation like that where for some sort of legal or compliance or process reason, there is physically no way for us to do it, we will let the provider know what is expected of them and what is coming via tasks, and then expect them to check that off. But for the situation you were describing, where like they have to submit the application, but they have a login to a portal. We will ask them for their login and part of the, there was a section in the provider profile sort of between disclosure questions and agreements, like I showed you the attestation agreement, but there’s a section in the agreements above that for like a limited power of attorney where we are legally having the provider give us the ability to essentially impersonate them and use their signature.
Dawn Whipple (51:07) Right. Like the Da has on there. Yeah, gotcha. Yeah. But.
Joshua Levitan (51:12) Again, there are differences, right? Some of these payers that needs to come from the provider. Some of these payers like we have like a medallion login, or we use your corporate login. So a little bit of variation all along the way. And that’s the type of information that’s saved in that database that we have of all of the payers in the country, that details like what is this payer’s process? And like what do we do to like work within the bounds of that process favoring… you know, efficiency, but obviously making sure that compliance is the most important piece. Can I ask you one more quick question? Of course.
Dawn Whipple (51:47) Medicare, medicare, is that bot done as well? Yes, it is okay. Thank you. Yep.
Joshua Levitan (51:57) Now, that brings another really important point. Technology is really great and really awesome. But this is a regulated industry and there are times where it is not for compliance or legal reasons or just process reasons or gaps in the system where it is not possible for us to automate anything.
Dawn Whipple (52:20) Oh, right. Right. So.
Joshua Levitan (52:21) Behind our automation, we have a team of experts with resumes like you and like your staff who work for medallion who not only like train the automation but can also step in at a moment’s, notice and run the process manually if needed. Now, what that usually looks like is it’s not the whole process. It’s part of the process. There’s one specific thing that like needs some human oversight. We also use that team of humans to constantly perform quality control on the automation itself, to make sure that the automation is performing with the 100 percent accuracy that we are guaranteeing. Okay. And all of this process is like contractually guaranteed from a timeline perspective in your contract. So whether it’s credentialing, whether it’s licenses, whether it’s pay or enrollment, we are committing in the contract to doing things in X amount of time where we can control them. If we don’t make those commitments, there are ramifications for us contractually. So we put our money where our mouth is, and we deliver on that, right? Makes.
Dawn Whipple (53:35) sense. Yep.
Joshua Levitan (53:39) Yeah. And like I’ll just show you one more cool thing in here. Like if I come into dependencies, like one thing we can track in here is like related enrollments. So, like if we need to enroll in medicaid before an mco, we’ll see the mco here and this will be the medicaid. But like in terms of just like visibility, I don’t have an example of it, but you will literally be able to read like every email that we’re sending and receiving from payers right right here. Okay. We work this process through from follow ups to par status, and then we can view all of the completed enrollments in.
Dawn Whipple (54:14) Here. And would the like billing team or whatever just have access to kind of this to be able to be, yep one.
Joshua Levitan (54:22) Of the ways to skin that cat, we can give them access here. We can also use our report builder function which creates a report that then can be emailed on a scheduled cadence, right?
Dawn Whipple (54:33) Okay. That’s what we do too.
Joshua Levitan (54:34) Yep.
Dawn Whipple (54:35) Okay. Or.
Joshua Levitan (54:36) We could build a technical integration. So we’re a very like API first, right? Organization. So what a lot of customers will do and not at all necessarily start here, but a lot will add this in later is actually build out… you know, an integration. And we can also do this work for you if you don’t have the developer resources obviously to be transparent additional cost anytime we’re building custom integrations for you, but we will integrate into like a billing system and push it’s. Usually very simple. It’s usually like, you know, payr par, effective date, revalidate, actually if that even matters. And then like the name of the plan, but we can directly integrate that into other tools so long as those tools also have apis that.
Dawn Whipple (55:21) Right, right, right, right.
Joshua Levitan (55:26) So that’s… payer enrollment would love some thoughts how you think it compares if you sort of understand the time savings and the, yeah.
Dawn Whipple (55:37) Like I said, the biggest savings is the bots going into the applications, especially the online portals. I mean, those of course, just take a certain amount of time especially when you’re getting all these other email requests and everything else that you’re trying to work through that. Definitely, I can see that would definitely take time and just filling out the applications. I mean, there’s just a certain amount of man hours that it takes to complete the actual application. So it sounds like that’s kind of taking it off of our plate and allowing us to do other tasks that sometimes get put to the back of the list because we don’t have time to do those. Yep.
Joshua Levitan (56:15) I’d make the same argument about follow up, right? Like that’s a really time intensive thing. Oh.
Dawn Whipple (56:20) My gosh. Yeah, that’s and so your system automatically like the ones that you have to call, they automatically call and ask for updates, yep, because that is probably our biggest one because we do it weekly. Usually on Thursdays, we make those calls and are sending out the emails or whatever you got to do. And those are that’s definitely time… consuming. Yep. And.
Joshua Levitan (56:46) Part of the reason why our turnaround times are almost always better than what our customers were before is because we’re so rigorous with that follow up and we use like AI phone calling bots. They’ve gotten like especially in the last six months, incredibly good to the point where you don’t know that you’re talking to an AI and not a human. And that is how we were able to like dramatically scale like, you know, two years ago, we had people doing this, right? And we did it.
Dawn Whipple (57:15) Right.
Joshua Levitan (57:15) Right. And we did it every, you know, five or 10 days or whatever. And we have a cadence and we map out exactly with this payor. We get the best results when we do it on this cadence. But now we’ve been able to really sort of pour gasoline on that fire by utilizing these AI voice agents to go ahead and make calls. The fun thing is some of the payers, a lot of the payers are actually starting to use the same system on their side, so.
Dawn Whipple (57:37) I always just crack them a little bit when I think about.
Joshua Levitan (57:39) AI talking to AI.
Dawn Whipple (57:40) Yeah. And they can be on hold with each other for two hours and they don’t get upset, you know, yep, and maybe say something they probably shouldn’t say when they finally get along with that person. Yeah, it’s like about time you answer my call.
Joshua Levitan (57:55) Yeah. So that’s how we’re managing the follow up and that’s part of those guides too, right? So, like whether emails or phone calls work best if one payer is like, we will not pick up your phone call until it’s been 45 days, but we will like whatever it is or like there are certain payers, we know, like they’re not even going to realize that they received the application until 10 days. So don’t make the first call until 10 days, but then call three days between three times between day 10 and 15, right? Because we get better results in the turnaround time when we follow that cadence like that’s logged in those payer guides that we maintain on the back end to power the.
Dawn Whipple (58:32) System?
Joshua Levitan (58:33) Right. Want to be cognizant of time. I think we have one minute left here. There’s obviously a lot we didn’t cover in very important subjects like credentialing, but I do think this is where you see the most difference and the most value add from what you’re doing currently.
Dawn Whipple (58:50) So, glad we got through that. Can I ask you one more question with our 30 seconds left? Of course, does you were talking about you do facility credentialing as well? Is there a place in the system that tracks like all the ownership information? Because most facilities obviously need all of that? Is that place in the system? Let me double check. I didn’t see it kind of when we were looking at that. I was just curious.
Joshua Levitan (59:17) Yeah. Let me show you or.
Dawn Whipple (59:19) You can get back to me on that. No problem. I was just curious.
Joshua Levitan (59:22) So this is the facility profile of providers, groups, facilities, I’m in a profile right now?
Dawn Whipple (59:28) Yeah, we are.
Joshua Levitan (59:30) Revamping these profiles. That project should be completed relatively quickly. So, org charts we know are huge. We’re going to get that W dine we have in here. Obviously accreditations, we’re going to store site visits. If there’s any laboratory stuff, licenses, mail, prac… we’re going to store officials, credentialing, and then any additional documents?
Dawn Whipple (59:56) Okay. So there’s nothing that has like, yeah, because like, I know in Minnesota on the ownership form, it’s literally like what organization and what percentage of ownership do they have? And then what individuals, and what percentage of ownership, that kind of information. Yeah.
Joshua Levitan (60:16) So we would probably just have that uploaded into documents and then attach it from there… but.
Dawn Whipple (60:24) If you, yeah.
Joshua Levitan (60:26) If you send me an, is that usually a document that you are attaching when you’re doing the enrollments or is it like there are fields for that information in the system?
Dawn Whipple (60:37) So, there’s an application that has there’s and they’re usually all with paper Minnesota when it comes to those. And then there’s the disclosure of ownership form which is completed once a year. Especially in Minnesota. We have to send in a disclosure of ownership that has all that information on it as well. I just thought that would be a handy thing if it was, yeah.
Joshua Levitan (61:00) Quickly, can you send that to me? So I think right now we’re handling that through documents. But like I said, there’s a process that is ongoing to completely revamp facilities right now. Jordan. I know you’re very intimate with this process as well from another customer you worked with. So if you send me an example of that disclosure form done, I want to get that over to our team because like I saw a mock up of how they’re rebuilding this yesterday, and I think that could play in really nicely, well.
Dawn Whipple (61:25) Unfortunately, each particular payer in Minnesota has slightly different forms which you.
Joshua Levitan (61:30) know, if you just have an example of one of them, I.
Dawn Whipple (61:33) Will send an example of that. I just did a health partners one. I’ll send that over.
Joshua Levitan (61:37) Perfect. Yeah. Yep. Our product team loves this type of stuff, but they also like when there’s examples and.
Dawn Whipple (61:43) Yeah, for sure. Easy.
Joshua Levitan (61:44) So any sort of example right there is, even if it’s not entirely exhaustive, we’ll be good when we get that over to them. If it wasn’t if it’s not natively tracked right now, then the way we would handle it right now is it would be done via task. So when we go to do the enrollment, we, you know, we’d recognize that that’s not something that’s there. And before we did the enrollment, we would task out to you. Hey, can you provide this information in this format? And then right in the enrollment? Okay… I’ll.
Dawn Whipple (62:14) send you a copy of the disclosure, and then also a copy of the facility form for the enrollment just to make sure we’re all on the same page. Yeah.
Joshua Levitan (62:23) Yeah, I appreciate that. I’ll.
Dawn Whipple (62:24) send it over in a couple.
Joshua Levitan (62:25) Minutes while you’re at it, we haven’t really talked about credentialing yet, but we always ask for a copy of your credentialing packet. If you have one that’s anonymized, or if you just have the checklist, I put in notes on my side on exactly what verifications you put in. And if you’re sending over some documents, might as well just send them all at once. So that’d be so.
Dawn Whipple (62:45) Every asc has a different set of documents that I have, my general ones that kind of go for everybody like the quality management, blah, blah, blah, and then there’s certain surgery centers that have their own. So they’re there as an additional document. I can just send kind of the general one that we use. Yeah.
Joshua Levitan (63:04) Or an exhaustive one. Like every one that is possible even if certain ascs don’t have it. I’d rather a more exhaustive list than less. Is that like just like what is the, what would one asc use that? And I’m not talking about the dop or the publishing forms I’m talking about like.
Dawn Whipple (63:20) No, some of them are, some of them, are they whatever? I’ll just send it to you. Okay. Yeah, I don’t know why we’re sending this, and some of them are like, yeah, I know you have one that’s the master one, but I wanted to have my information on it like whatever. So, because every time, you acquire a new asc, they always, you know, and so we play nice with them for a while and then eventually I get them to I.
Joshua Levitan (63:45) Was gonna say I was gonna ask your strategy this, yeah, yeah.
Dawn Whipple (63:48) So you’re taking at.
Joshua Levitan (63:49) least 51 percent control, if not full ownership, right? Yeah.
Dawn Whipple (63:54) But again, but you don’t want to piss off your asc people. So I have found kind of a gentle approach works because they don’t trust, they don’t trust very easily. And so as we’re gonna use your exact forms, it’s gonna be fine. But, you know what? Hey, this one, look at this looks like the same. We’ll add this one and that, you know, and that’s kind of how we play the game and because you get an asc manager all flipping out and it just doesn’t work. So, yeah.
Joshua Levitan (64:23) Okay. Good to know. Glad I asked that. Okay, Jordan next steps, I know there’s a lot more need to be discussed here, but I’ll turn this back over to you. Yeah.
Jordan Tantleff (64:34) Yeah. I know we’re a bit over time here. Don so appreciate you being flexible with that. I guess like just overall sentiment from today’s conversation and what we’ve covered. Do you feel confident this is something that you could operate within? I imagine you’re gonna sync with cliff on this internally and other questions or areas might come up so we can schedule another session or so, whatever is necessary but curious kind of overall sentiment on kind of the process that we walked through today, so.
Dawn Whipple (65:00) Yeah, I mean, I love the concept of it. I love the fact that we can grow as an organization faster. My only concern if I’m just going to be honest with you, they’re like, okay, we’re going to add 40 providers on a year we’re going to do so far.
Dawn Whipple (65:21) They haven’t done that. And I’m concerned honestly about the financial. I don’t know if we’re ready for it quite yet. That would only be, my hesitation. I definitely think this is something that we’re going to need long term. I just don’t know if we need it this month. You know what I mean? Like because the rate that we’re growing isn’t as fast as they want it from what I’ve seen just this last year because they’re like we’re going to add 40 new providers in 20 26. And we haven’t had any problems assimilating because they’re not all hired at the same time. So if they’re all hired at the same time, holy, Hannah, there’s no way that we could do this on our own. But right now, it’s been just very gentle. And so that for me, that’s just my only concern that I would have for cliff… because we really haven’t even utilized. I mean, mdstaff, we’re literally just utilizing it to its not even to its fullest extent because we’ve only had it for two years and it took us that long to kind of get everything up and running. So they really haven’t seen the benefits… of it as of yet. So that would be my only concern absolutely. But I think I love having the time saving and again being able to have my team focus their process in other areas and working with other aspects of credentialing rather than just the manual labor is very exciting. So… and I guess that is where I’m at today. That’s where I’m at right? At this point, absolutely.
Jordan Tantleff (67:16) And I appreciate that feedback. I think the purpose today was we want to make sure that you’re comfortable from an operational standpoint. I think as we continue conversations, the overall forecasting numbers that we’ve worked on that’s going to be a work in progress. Of course. You know, one interesting thing, in our contracts is we do have flexibility with, those services that we provide. So let’s say year one, you guys add, you know, only 20 providers. Those don’t just go away those credits essentially they would roll into year two. So you guys might be able to add, you know, 60 80 providers. There’s flexibility across the years in the contract.
Dawn Whipple (67:49) Oh, great.
Jordan Tantleff (67:50) Don’t have to get into the, you know, nitty gritty details here now, but no, no, you’re saying in regards to that, you know, forecasting numbers that will definitely be a work in progress with cliff.
Dawn Whipple (68:00) And yourself. Oh, great. Great. Yeah, that, like I said, that’s my only like, ooh, yeah, I.
Jordan Tantleff (68:07) Hear you. I hear you there. Yeah. So, I think the actual next step is obviously we went through the math last week on our average turnaround times across all the payers that we work with. I’ll send the follow up with. I know you’re curious about the specific turnaround times with each of these payers you’re working with, if we can get what percentage of claims those payers are responsible for?
Jordan Tantleff (68:27) And, you know, prioritize from there, we can certainly do so. But I’ll work that in, the follow up email on some of the inputs that we need and we can work to schedule next steps to kind of go over the results.
Dawn Whipple (68:40) Perfect. And I know I have like 400 questions that I’m going to stop asking right now, but we’ll.
Jordan Tantleff (68:46) we’ll be in constant contact. So send them as you get them and we can start.
Joshua Levitan (68:49) Yeah, and yeah, Don, if you want to write those down and just like we can open the email thread with stream of conscious and we can either answer simple ones async, or just use that to build an agenda.
Dawn Whipple (68:59) For our next call, perfect. Please feel.
Joshua Levitan (69:00) Free to do that. And you can include both Jordan and I on those emails.
Dawn Whipple (69:04) Okay. Sounds good. Thank you so much, but.
Jordan Tantleff (69:07) Regardless, I think it was super productive conversations today. I really appreciate your time and, you know, actually engaging in the conversation, you know, I know josh and I appreciate when it’s not just josh that’s presenting and not getting any kind of feedback or questions along the way.
Joshua Levitan (69:23) What are you talking about? Jordan? I love the sound of my own.
Jordan Tantleff (69:26) Voice. No, no, no, you don’t no, you don’t.
Dawn Whipple (69:30) but I.
Jordan Tantleff (69:31) know, we’re well over time here. I’ll follow up by email, really appreciate the time and we’ll be in contact soon.
Dawn Whipple (69:37) All right. Sounds good. Thank you so much, take.
Joshua Levitan (69:40) Care. Thank you. Have a great day. Yeah.
Dawn Whipple (69:42) Bye. Yeah, bye bye.