Transcript

Peter Bosworth (00:00) hi, Jay. How are you? Pretty?

Jay Cintron (00:04) Good. How about yourself?

Peter Bosworth (00:07) Doing okay, doing okay?

Peter Bosworth (00:36) Okay. Hello, everyone.

Maria Prindle (00:44) Hello there. I could unmute to say, hello, right? Hi there. Hi, Peter. How are you? Hi, guys?

Peter Bosworth (00:51) Hi, Maria. I,

Maria Prindle (00:52) just saw Dawn run by, so she’ll be on in just a few minutes. We just came back to back so.

Peter Bosworth (00:58) Sounds good.

Maria Prindle (01:01) Hi, Joanna.

Maria Prindle (01:07) So, Jay, great news. I see the sandbox invite went to me.

Jay Cintron (01:12) Yeah.

Jay Cintron (01:18) Play around when you have some time. I can always save another one for you too.

Maria Prindle (01:21) So, I’m just going to log in using my other email, right?

Peter Bosworth (01:25) Yes. Okay.

Maria Prindle (01:28) Wonderful.

Peter Bosworth (01:33) That.

Jay Cintron (01:33) would give you a viewpoint as yourself being a doctor, so it’s really good to see it in the customer’s eyes.

Maria Prindle (01:39) Oh, okay.

Jay Cintron (01:40) Joanna, if you have a private email, I can always set you up on the sandbox if you want to see it on the doctor’s side?

Joana Yung (01:54) Yes, that would be great. I will send you my personal email that’s all over the Salesforce org anyway.

Peter Bosworth (02:01) Okay. Cool.

Joana Yung (02:03) I’ll send it to you via email. Thank you.

Maria Prindle (02:08) So, do you just have to reset it, Jay, when you first log in for the first time?

Jay Cintron (02:13) So, it’s going to be registered to your personal email, you just do whatever password you like. Okay?

Maria Prindle (02:19) So, you have to start, you have to reset it. Okay. Got it. Yeah, because it asks for one and I just put, okay, good. Got it. Yeah.

Peter Bosworth (02:30) Okay. So, yeah… so many things. So basically, there was a lot of back and forth with like product and engineering on our side. And as based on some of the discoveries that we talked about last week and requirements… it’s essentially just like a larger in scope project than it was originally when we just were like launching org attestation questions… and like, I wasn’t fully understanding that they needed to be flowing into completed cred files. So there’s a few things going on but one, I just kind of want to, maybe, you know, I should wait for Dawn but… just kind of reset on expectations here. That this would be just because of the extent of the project and the customization, this would be, there would be like a cost associated with building all of this out. I don’t have an exact figure to share on the call today, but just wanted to share that at the jump.

Joana Yung (03:51) Before Dawn gets in, can you just briefly highlight what it is that you would be building?

Peter Bosworth (03:59) Absolutely. So it’s a few things and feel free to come like chime in.

Peter Bosworth (04:03) So it’s a few things. It’s one build, adding the questions themselves to the new section called org like org attestation questions. It’s adding the questions… ability to have those. So to one have, if, yes, then a pop out which would be kind of like a net new pattern for us or organizationally and require some engineering lift. Then it’s the ability to only have the questions populate for net new providers when they’re invited. And then it’s to have the results of these questions flow into completed closed credentialing files?

Jay Cintron (04:58) Can you say that again? The?

Peter Bosworth (05:00) Last part… the last part is just having them appear in the closed credentialing files?

Joana Yung (05:09) Right. You mean for the old, for the closed one already or for moving forward?

Peter Bosworth (05:20) Having these custom org attestation questions… flow into the closed credentialing files for?

Maria Prindle (05:27) It’s moving forward, Joanna, because they’re not there right now, no.

Joana Yung (05:32) I know, but he said he had, he was going to move them to the closed ones. That’s why I was wondering, I got confused because I thought we don’t want to move it to the closed one or do we?

Peter Bosworth (05:44) No, sorry. I just meant I just meant like completed credentialing files going forward, not like.

Jay Cintron (05:49) That full green check mark?

Peter Bosworth (05:52) Got it. Well, no, nothing about the check mark, just having them appear in the closed credentialing. I mean.

Maria Prindle (05:58) Sorry, in the document, aren’t you talking about in the document?

Peter Bosworth (06:02) Yeah, the credentialing file, exactly.

Maria Prindle (06:04) Yeah, yeah, yeah, yeah.

Peter Bosworth (06:11) And so, I guess, yeah, like with all of that in mind, are there any?

Maria Prindle (06:19) Thoughts. Yeah, you’re probably going to have to repeat that for Dawn since she just joined. Okay?

Dawn Collier (06:25) I’m like I’m sorry, hopefully the world’s problems are solved.

Peter Bosworth (06:30) Hey, Dawn. So we were just saying I was just saying that after just a bunch of back and forth with product and engineering based on some of the new requirements that I kind of understood on our call last week that the lift here, is there’s… a significant lift in terms of engineering and product on some of the requirements which I will list out as I understand them.

Joana Yung (06:58) And so based?

Peter Bosworth (06:59) On that lift, there would be a cost associated with building out these customizations. And so that’s what we were just discussing.

Dawn Collier (07:12) Okay.

Peter Bosworth (07:15) And that,

Dawn Collier (07:16) would enable us to have the functionality that we’re asking for.

Peter Bosworth (07:20) So, that would, and that’s where we would just continue to align on the exact functionality that you’re asking for. But yes. So… and that functionality being again, sorry, adding the custom attestation questions, having the, if you select, yes, having a text box appears to provide additional context.

Peter Bosworth (07:49) Implement new trigger logic. So questions only appear when a new provider is invited.

Peter Bosworth (07:58) And then ultimately, having the answers to these custom attestation questions flow into the completed credentialing file.

Peter Bosworth (08:13) Okay. I guess one question, is it, ultimately, are… you ultimately like, does it really need, does it need to be in the completed credentialing file or if there was ability to just like export those questions on their own into a file? Would that also work or which do you prefer? Just asking? Not not that it matters. Either way. I’m just curious. I mean.

Dawn Collier (08:40) I think that we would just have to go back to our credentialing committee. Like in my mind, we need to have the backup that these are the answers that the doctor provided to us, right? I don’t know that it needs to be part of that package because like in all honesty, right now, it’s totally separate, but that’s handled through a docu sign, right? So I feel like I just maybe need to know… we would still get it. If it was in a separate section, it would have all the answers and it would like show and indicate to us that the doctor signed off at the bottom, right? Even if it was, this is the full credentialing packet that we get present day. And here’s an extra thing that we can export with those questions that we’re adding… that’s a question like it would still have something that would make it like look legit. Where the doctor answered these questions and signed off even though it wouldn’t be part of that packet. We would be able to pull it down and save it separately in our folder.

Peter Bosworth (09:43) It’s what we’re doing right now, yeah.

Maria Prindle (09:45) I mean, in a perfect world, it would pull together, but, you know, what is the cost associated to it, right? Is it worth fighting for and paying for it or not? Yeah.

Dawn Collier (09:56) So, it would be two PDF files, right? Sorry, it will.

Peter Bosworth (10:00) Specifically, be two PDF files. It’s not like an excel or something, it’s a PDF. Yeah. So I think it’s also kind of an either or from how we’re thinking about it like it would either be in the completed credentialing file or exportable on its own as just three questions.

Dawn Collier (10:22) Okay. If we do it, yes. Sorry.

Maria Prindle (10:25) I was just.

Dawn Collier (10:26) Going to say is that one of like the bigger list that your team is concerned about, right? Having it be in that final credentialing packet, right? I think that from my perspective, we’ll want to get like our legal, everybody’s feedback that they’re just fine with it right on the back end. And even if we have the ability to… I don’t know if it’s just going to look exactly the same as like what we get out of the regular packet. But now it’s just these three questions, right? And we’re saving it separately to me. That would not be the end of the world. Okay? I can’t.

Peter Bosworth (11:04) speak specifically about which one would be a bigger lift. I think we can definitely add it to the packet. Like I think we can add it to the packet. So if that’s the preference then?

Dawn Collier (11:16) Yeah. I mean, you, I would say that, you know, we talked about the several different things that are kind of our requirements.

Dawn Collier (11:25) And I would say, I want you to send me like a cost breakdown, right? So if you were to tell me that like I’m just gonna like use flat numbers, right? Like the cost of this is X amount of dollars and half of that expense is being able to get it into one packet, I’m probably gonna say, I don’t care about having it be one packet unless my cred team feels very strongly that it has to be one packet, right?

Dawn Collier (11:56) But I kind of have to see you guys evaluated the lift and you tell us what that’s gonna cost us. And then we’ll see where are the things that maybe we need to have a bend on it. That to me is not the deal breaker, right? Not being able to get the questions into medallion is a problem. We have to figure out how to get them in, right? I think that’s all. We got a solution. Okay? Just that Peter and one.

Peter Bosworth (12:26) Thing that came up and I asked this strictly just because it’s my job to do the fullest extent of discovery possible is just that like the team mentioned just some of the potential overlap in questions based on what was provided. And then what’s in medallion. And so kind of this, I’m able to represent the services as a physician. Are you unable to perform the essential functions of a practitioner?

Dawn Collier (12:57) We’re aware of all the overlap, like we literally did side by side comparison of every question with our legal team. There’s specific reasons why they want to ask it in the little bit of a difference and it’s like from prior things that have burned us. We.

Maria Prindle (13:15) Were very excited to get it down to the three right guys, like we were excited. Yeah.

Dawn Collier (13:21) So, we want to hear you out, like if there was a certain call out, we understand the physician might see it and they might think it’s confusing, right? But at the same time when going into their caqh portal and they’re attesting to everything. And then they come in here and they got to attest to basically a lot of the same things. Again, we’re just, they’re doing it now where they’re asking this plus two other questions that are repetitive, what’s in medallion already? And we will kind of… help them navigate with our updated resource guide of like even though it might feel like you answered these questions, they’re still required keep going. Okay, got it. But I don’t I didn’t mean to like cut you off if there was a certain thing other than, but we spent probably like an hour and a half like prepping all of the side by side reviewing it with all of our team. And out of all the questions that they wanted, they picked three out of five that we have to ask them this way?

Peter Bosworth (14:21) Okay. That’s that’s pretty much it. I just wanted to, yeah, be.

Dawn Collier (14:26) Honest and short, valid question. Yeah.

Peter Bosworth (14:32) And then, so… one other question is just, is… there… going to be a desire for these three custom attestation questions to somehow flow over to Salesforce when we build that out? No?

Maria Prindle (14:59) Okay. The only thing already would be, do we have the questionnaire? Right? That’s the only thing that even says like there’s no, we don’t put like personal information in there. Yeah.

Dawn Collier (15:08) From our standpoint, Peter, let me retract my answer. We wouldn’t need the actual, yes, no or written responses. We would just want to know the date stamp of when that section was completed. Like that is what we will be tracking in our Salesforce system. We do not plan on housing all of the answers in a system. We would pull down whatever you guys create, whether it’s one PDF or two PDFS. And we save that in like a very locked down, just where like our credentialing team can see those answers. It’s not like public to the company.

Peter Bosworth (15:48) Okay. So the date stamp would be a requirement… whenever it’s saved, and next, whenever it’s recognized as being.

Dawn Collier (16:01) Complete.

Peter Bosworth (16:02) that section?

Dawn Collier (16:03) Okay. Yeah. Like the functionality of the sections that exist. Now, when they kind of get through it, they get notified and that’s their trigger to manually, whatever that date was. You stamp it in Salesforce. Okay?

Peter Bosworth (16:34) Okay. Wow. So many. Okay. So that sounds good. No, not so many so.

Dawn Collier (16:45) Many things. I’m.

Peter Bosworth (16:46) just like it’s just funny how in the age of, I’ve just been thinking about how in the age of AI, everyone’s talking about how everything’s going to just be completely taken care of and yet we have to spell out all of these different functions and in software still today, and we have a long way to go. Okay. Yeah. So, I think the next… step… here is for me to get the… pricing breakdown… and.

Dawn Collier (17:23) Then we.

Peter Bosworth (17:24) would need like just to be aligned on that. And then we’d commence work.

Dawn Collier (17:32) Okay. And then, I.

Maria Prindle (17:34) was going to ask, did we think it still was a quick turnaround time? Does that change that lift? Does that change the timeline of when we actually could?

Dawn Collier (17:43) Get it done.

Peter Bosworth (17:46) I don’t have an exact.

Maria Prindle (17:47) Turnaround?

Peter Bosworth (17:48) Time yet, but that’s part of what I will get you in the pricing breakdown.

Maria Prindle (17:55) Okay. Thanks. Sorry, sorry.

Peter Bosworth (17:57) Dawn. No.

Dawn Collier (17:58) You’re fine. Okay. But when we get the cost breakdown, Peter, it would be really helpful for me. I think that you kind of read back like these are the requirements, right? So we want to be able to have the yes, no, and then we want the box, right? And then we had like another layer where we didn’t want this to impact like if we were going to do recred, versus initial credentialing, right? Like when you show me the prices for this, I might change my mind on something and be like guys, how strongly do we feel about this not being included in recred, right? Because we had that conversation, I think that was with Peter last week where we were like, but would we be asking these questions anyway? Isn’t this something that they would want, right? So we can just put all this stuff out on the table, Peter, right? And I want to see the costs kind of associated with them and things that… to Maria’s point like the timing, like we have to get this done this fiscal year.

Dawn Collier (18:56) Like that is not an option. It has to be done this year. And by this year, our year ends June thirtieth. So I don’t want it to be that like we targeted June thirtieth deployment because if something goes wrong, we’re not going to have time to recover from it. So this is like our top priority.

Peter Bosworth (19:16) Yeah, absolutely. And so there would be a complete like sow included. So we’re all just, it’s very well defined about what’s being built. Yeah. And so we, and it’s also worth mentioning like I… don’t think we would be able to just kind of make like endless modifications to this type of customization. So we definitely would want to be aligned once we send this sow to you yep.

Dawn Collier (19:49) And I think that it’s probably worth like when you go back with your tech team, right? If we were to say we want the questions added, right? And we didn’t have the layer of like the yes, no, like that’s okay? But we still want them to type in something here, like to tell me the feedback from your team of like where the real challenges are. We’re telling you what our ideal situation is, right? If you come back and you tell me that’s going to take nine months and cost us 50,000 dollars. I might be singing a different tune, right? So the sooner that we get some of that insight, it’s going to help us make our final decision.

Dawn Collier (20:33) Right now, the functionality of the questions, like once we lock it down, I don’t see that changing, right? But we might get our legal team says, I don’t want it worded like this anymore. We want it to be a modified sentence. We’re going to need the flexibility to say, like now it says this instead of what it said before… right? So if you’re saying that it’s not going to be able to have a lot of customization, I don’t know if that means with like the required fields and we go and switch things around versus like the text that’s in there. So I’ll need you guys to better define that because I would say that we’ve probably changed that DocuSign packet two to five times this year already, right? So just the wording of the questions, right? Something comes up. We have an encounter whatever sort and now we need to protect ourselves a little differently with these organizational questions. Okay? Good point.

Peter Bosworth (21:31) For sure. And that’s a good question for me to ask the team.

Maria Prindle (21:45) OK. So how.

Peter Bosworth (21:49) about I just one more time explain… exactly what I’m going to tell my technical team that we want to build. So it’s the three custom organization attestation questions which will appear in… the provider profile as a net new column… here.

Dawn Collier (22:15) Those.

Peter Bosworth (22:16) three questions will have a yes or no. If you select for question one, it’s just yes or no for questions two and three. If you select, yes, a text box appears… once completed. Those… questions, will… B a like have a green checkmark next to them to show that they’ve been completed. And then also once credentialing… has been requested for the provider, and the credentialing file is completed, those questions will appear in the credentialing file.

Maria Prindle (23:01) I got one thing Peter and a question, you said if it’s a, yes, the box appears and I think, we went through this a couple times. So first, right? It’s not like it’s got a pop up, right? It’s just the box is going to be there. So if there’s like if it sounds like it’s animation or something that’s not what we’re talking about, right? But I think we also touched on if the box was required versus the box was not required. So, the logic of if, yes, the box is required. If no, the box doesn’t appear and the box is not required. I mean, like Don was saying, if that’s a 1,000 1,000 dollar adjustment versus the box? Is there if they don’t fill it out, it’s not required and you guys have to go back and ask them questions if it’s worth that much money. We might reconsider that. So I just want to make clear it’s not like an animation like I think we should get a quote on if the box is there and it’s just not required versus if the box is there and it is required, I don’t know the cost difference. I have no clue. I would be totally guessing. Yeah. I mean, if.

Dawn Collier (24:03) your team gives us the feedback that like, hey, our recommendation is that you guys just have to have these as all required fields and they have to type in na, if the answer is no, right? Like tell us that I’m telling you the ideal state and maybe we’re overcomplicating things, right? I don’t know exactly where they’re like my gosh this is like a bigger lift. Like, so we definitely need to know that, and I would say if at all possible, I don’t want to wait until next week to then resume the conversation, right? So it doesn’t like we can have a formal conversation with the Soe, Sou, sow too many acronyms that are similar… you know, at whatever time, whether it’s this time, next week, a separate meeting? We’ll we’ll work on it, but I would just say if your team could tell us, like when you initially shared this with them, what was the thing that they were like? Oh, that’s complicated, what was like share that with us when you have that you?

Maria Prindle (25:04) Said pop, I just thought like, oh, it’s going to be animated. I’m like, oh, well, we don’t need all that now. Yeah, I mean,

Dawn Collier (25:08) I think that we looked at the way that everything is set up in the system and noticed you guys have required and not required. So in our mind, we were like, this is pretty easy, right? But you had it built out one time and it stays like that, right? This is a custom job. So we understand, I just, there’s only so much time left in the year for us. So I don’t want it to be that we just kind of hold on to the information until we resume again next week, right? And if your tech team wants to get on like with any of us for further clarification, we can do that too. Yeah.

Peter Bosworth (25:49) So, if I say it back, it’s that if the, if, yes, then a box appears logic, is too complicated slash delays, the timeline slash increases the cost, then mdvip is okay with the text box appearing just no matter what. And then, yeah… okay.

Dawn Collier (26:13) Yeah, okay.

Maria Prindle (26:21) If you tell us the difference in price is pennies, you know, then that’s one thing. But if it’s like quite a difference, then we have to just make that decision. Okay?

Jay Cintron (26:35) Do you have a quick answer for that email I sent you yesterday? And today, I know we don’t have much time. I just since I can see you face to face if you have an answer or the medallion agreements, the payer enrollment, and the licensing renewals?

Dawn Collier (26:53) Yeah. Yeah. So I.

Peter Bosworth (26:54) think like just what I replied with is kind of the answer but.

Jay Cintron (26:58) Did you, did you see my email this morning about how he signed off on the section for… medallion at the very end? I sent it to you this morning.

Peter Bosworth (27:11) Yeah, I did well. So your original question was like there are products listed in the power of attorney agreement that are not relevant to mdvip. So, I’ve shared my answer which was that’s a standardized form across medallion profiles and historically haven’t, had a lot of room to budge on that agreement. But then when you sent me the specific provider, I’m not clear on what the question is.

Jay Cintron (27:33) Okay. So he only signed off, he didn’t.

Dawn Collier (27:37) do.

Jay Cintron (27:37) the initial part and he didn’t do the name part. I believe those two parts are tied to the additional features… I’m asking you because it looks like that from the viewer experience.

Jay Cintron (27:55) This particular provider.

Maria Prindle (27:57) Did you want to see it? Did you want to?

Jay Cintron (27:58) See it? It’s in the email?

Maria Prindle (28:00) Oh, it’s in the screenshot. Okay. Never mind.

Jay Cintron (28:02) That this doctor read word for word and particularly only decided to sign the very end and I believe that’s tied to his.

Dawn Collier (28:12) actual.

Jay Cintron (28:12) credentials being verified. He didn’t want to sign off initial or anything off the other two parts.

Peter Bosworth (28:22) Yeah. So, unfortunately, it doesn’t work like that because like I’m just looking at his profile. And so it’s the agreement section is not, doesn’t have a check mark next to it because he hasn’t completed those other parts of the agreement.

Jay Cintron (28:38) So, this, where this provider is getting at, he doesn’t agree with those things and he’s hearing that we don’t offer those services. So, why is he signing off on something that we’re not doing with?

Dawn Collier (28:49) Them?

Peter Bosworth (28:53) I’m just kind of the mouthpiece… the spokesman of what the medallion answer is. So we.

Maria Prindle (29:06) can circle back and get more information on that to see how difficult that is to remove. I know you just said it was not an easy thing to do.

Dawn Collier (29:15) But is it not an?

Maria Prindle (29:17) Easy thing or is it a no go? Like it has to be there?

Peter Bosworth (29:22) Like historically, it’s a no go. It’s like an, it’s a requirement to move forward with like the actions of credentialing, like just anything part of the provider profile, having the agreement section is required to kind of continue work?

Jay Cintron (29:40) There’s language in there talking about payr enrollment and licensing renewal?

Dawn Collier (29:46) Are.

Maria Prindle (29:46) we able to change the content?

Peter Bosworth (29:51) I’m just like the answer, no, is the answer but I will continue to escalate it. I’ve put a, I put a question out when you emailed me and the answer, was no, but I will continue to ask folks.

Dawn Collier (30:19) Who was that? Jay? What doctor was that refresh my memory? Yeah.

Jay Cintron (30:25) It is Benjamin.

Dawn Collier (30:27) Benjamin. Thank you. All right. Well, we’re a little over. I’m sorry, I was late. I’m already late to another meeting, Peter, if you could share that, you know, like what is your team’s feedback? What are the different things that they are finding challenging about our request and help us understand like this is one an easy lift, right? These two things are easy. This is where we’re having more of like it’s going to cause a lot of programming challenges, potentially more costs, all of that, share that information over.

Dawn Collier (31:12) We’ll circle back. That sounds good.

Peter Bosworth (31:15) And sorry, I went over, but yes, I will follow up with you with that. Okay? All right. Thank you for the time. Thank you.

Maria Prindle (31:23) Thank you. Bye bye.