Transcript

Jason Zednick (00:00) hi, crystal.

Crystal Eligon (00:01) Hi. Good morning. How are you? Good.

Jason Zednick (00:04) Morning. I’m good. How are you? I think.

Crystal Eligon (00:06) I’m happy. It’s Friday.

Jason Zednick (00:08) Yeah, me too. Hey, Diego. Good morning.

Jason Zednick (00:15) Crystal. I just emailed you back about that provider. Sorry, I didn’t get to it sooner… Brittany I believe was her name? Yeah, you did what I would have recommended using her SPC emails? Probably the easiest way, okay? In the future when that’s not an option for whatever reason. There are potentially some like workarounds that I can maybe do in that scenario, that sort of depend on who the email provider is and whether they’re still like active with that other client or not. So it’s just sort of scenario specific. But if they have that SPC email, that’s going to be the easiest path. Okay. Yeah. So just let me know if it comes up and I’ll see what I can do.

Crystal Eligon (01:08) OK. Sounds good. Yeah.

Jason Zednick (01:12) All right. I did have a quick question for you. All… my team is rolling out some new… functionality for locations, basically adding the ability to close and archive locations… that are no longer active for you. And what they did was they went ahead and identified locations they think might be closed. And so they wanted me to just confirm with you the status of these places. And so that’s what I’m going to do. Now, there’s only three. I’m almost positive they are all open and active, but I just want you to sign off on that. It’s kind of funny because they used a bunch of keywords to identify… based on the title, like whether they think it’s closed or not. And these all have legacy in the title. And I’m like, no, that’s just what these facilities that’s just how they’re named… are legacy, estate, comanche and legacy, oaks of, azle, are these active locations for you? Let?

Diego Basagoitia (02:38) Me log on to our CRM to verify that. So give me one moment.

Diego Basagoitia (03:01) And this is how did they come about determining whether they believe it was active or inactive?

Jason Zednick (03:08) They just brainstormed like keywords clients might use in the name like archive do not use? I guess legacy made the list stuff like that.

Diego Basagoitia (03:18) Oh, I can see how legacy since legacy is usually known as something in the past.

Jason Zednick (03:24) Yeah, exactly. That’s all that was based on.

Diego Basagoitia (03:31) Yeah, chances are those are real. Okay. I just logged on. So it was legacy. What was it? Legacy? What?

Jason Zednick (03:40) Estate, comanche and oaks of, azalea. Azalea?

Crystal Eligon (03:52) I believe this is the San Antonio region just based upon the name.

Jason Zednick (04:01) Although it is interesting that we have two legacy… estate comanche entries. Let’s tell it.

Diego Basagoitia (04:19) Legacy oaks of azalea. So let me see what this says.

Diego Basagoitia (04:35) So, according to this, they have it as an, I, it’s inactive in our system.

Diego Basagoitia (04:50) So, that one is inactive as of March?

Jason Zednick (04:56) Oh, okay. Surprising. I didn’t expect it to actually.

Diego Basagoitia (05:02) Be, yeah, that one I didn’t expect either, but that may just be, you know, by chance, not because, yeah, yeah.

Diego Basagoitia (05:16) Although I don’t need to check.

Diego Basagoitia (05:24) I may want to double check it because something seems odd here. What was the other one? Legacy? What?

Jason Zednick (05:30) Estate of estate comanche?

Diego Basagoitia (05:37) Like the CSD command chain?

Diego Basagoitia (05:44) Yeah, that one’s active. All right, north Texas. The only reason I want to check the other one is because it says that even… though it says inactive, it says that I have active providers going.

Jason Zednick (05:59) Ah, so.

Diego Basagoitia (06:00) That one has me a little, just… slightly confused as you can imagine. Let me check another location of where that would tell me. Yeah… what was that?

Diego Basagoitia (06:43) Crystal, Julie, Shepard? Is she in Oklahoma or Texas?

Crystal Eligon (06:50) One second, and I’ll verify.

Diego Basagoitia (06:53) That’s where I’m getting confused a little bit here.

Crystal Eligon (06:56) Okay. She’s… let’s see. She’s inactive, but she was in Dallas.

Diego Basagoitia (07:06) She was in Dallas, Okay.

Diego Basagoitia (07:27) And she was psychiatry?

Crystal Eligon (07:29) Psychological? Oh,

Diego Basagoitia (07:30) psychological? Okay.

Diego Basagoitia (07:59) Because I may be inactive because I only see legacy of state as active. So, maybe it is inactive, but like I said, I think it’s inactive due to chance, not due to the name. Yeah.

Jason Zednick (08:13) Yeah. Okay. So… so there’s a couple options here on how to like manage inactive locations. One is we can mark it closed and it will still appear in the UI. You’ll still have that location in your locations list, but you can’t select it on any enrollment requests or demographic updates or anything. But it still is visible there. The other option is to archive it, which… is also true that you cannot select it for anything, but it will remove it from the UI. So it won’t show up in the list in medallion anymore. It still lives in the data behind the scenes, but it’s just physical, so.

Diego Basagoitia (09:02) I think maybe the first one because even though it’s inactive, it doesn’t mean we can’t get the contract again in 30 days or 60 days or within the year. So then if we archive, it, is that, that’ll remove it and we’d have to re, enter it potentially.

Jason Zednick (09:23) I’m not sure. I’m not sure if that’s something that on the back end, we could unarchive it and push it forward. That hasn’t been made clear to me yet. But I agree, like if you want to leave it closed, at least it’s visible and we can, you know, reopen it if we need to.

Diego Basagoitia (09:42) Yeah, because I mean, one thing that would probably make sense. I mean, I don’t know how you guys are doing it fully. But like our CRM system as an example, we loaded every type of skilled nursing facility. It’s every place that we would work at, right? Skilled nursing, assisted livings. And then we have active inactive and terminated. Those are the three categories we have. However we can always change the status and it’s always in the system for us to review, right? It doesn’t ever go away. So I don’t know which one is a better one. I mean based on what I’m hearing, it may just be the… first option you mentioned?

Jason Zednick (10:33) Yeah, that’s my instinct is to just close it and if we change our mind and we want, we can always come back to it like that.

Diego Basagoitia (10:39) Right? Because I know one thing that I’m starting to notice. So I just came back from a conference and I spoke with the executive commissioner of hhsc Texas… and I told her about all our problems with medicaid and what’s going on and how the pems system affects a company like us in the nursing home industry and what are the, you know, downhill effects from it to the mcos and medicaid products. So she’s connecting me with a committee that’s currently running because they’re getting ready to do a facelift on pems again and they would like my feedback to see if they can adjust the system to be more friendly to a company like ours or if I can get some form of delegation with medicaid where we do everything and they just accept it, right?

Jason Zednick (11:37) So,

Diego Basagoitia (11:37) we become some kind of hhsc approved entity. So I am negotiating slash, working through that all with them as of this week. But I guess my comment here.

Diego Basagoitia (11:59) In pems, I know that what’s happening with, we saw this with some provider. I think last week where they, we, your team had told us that there was an open something and we needed to put a termination date or delete it from the provider’s… pems account in order to take the next steps of finishing some kind of enrollment. I don’t know if when we put the end date here, is that being required to go into pems to put the end date of that location?

Jason Zednick (12:38) I don’t know. I don’t know where… and I’d probably have to like an example to sort of source back like, where they were pulling that from for.

Diego Basagoitia (12:49) What they were doing. I’m just curious to see if that’s also why this would be good development because of how pems is asking for information, but I don’t know enough. Like I said, I’m right now, I’m just trying to find a way with hhsc to streamline this process for companies like us.

Jason Zednick (13:06) Yeah. I mean, if you could get like, I mean delegation would be huge like that would be.

Diego Basagoitia (13:14) Yeah, but this is a government entity.

Jason Zednick (13:16) Right. No, I know. Yeah, it’s like the requirements would be hard, but if you, if we can make that happen, then I.

Diego Basagoitia (13:24) mean, the only advantage I have from what I’m hearing is that they’re doing major budget cuts. So if they want to save money, it’d be in the interest, of the organization to let us do the work, right? Right? So I’ll keep, I’m going to keep talking to them to the executive commissioner and see where this goes. Maybe we develop a new program with them. I don’t know. But, okay, I was just curious how that was going to work, but it would probably be that first one.

Jason Zednick (14:01) Yeah. So, I’ll mark it as to close. I mean, there’s no providers attached to it in medallia right now anyway. So that’ll also give us the ability to like… what date do you have in your data management? Like what date it closed, so.

Diego Basagoitia (14:18) It was changed. Let me see. Give me a second. So it was last modified March 20 third. So it’s been less than a month. Okay? I think that popped up just out of luck.

Jason Zednick (14:40) That’s crazy. Like I thought for sure. I was like, no, no, it’s still active, but I’ve been wrong before and.

Diego Basagoitia (14:48) Even according to this, it says that we’re still talking to them to re, engage. So that’s why I wanted to double check everything. Yeah.

Jason Zednick (14:57) And this will be good because this will give us like one example of how this functionality works. And then if we need to undo it, it’ll let us walk through that. Yeah, I forget about that.

Diego Basagoitia (15:10) Yeah. And I know we definitely have a lot kind of status… changes. I don’t know how we would probably one day do it. It’d probably have to be us because I have to find a way to link our CRM system who’s pretty much managing the active inactive terminated group and then compare it with what you have in medallion. And then we can do kind of like a reference check on or at least do it every month or something.

Jason Zednick (15:43) Yeah. We can do that. I’m trying to think of like probably the address is probably the well, actually no addresses. Probably the mpi is the best.

Diego Basagoitia (15:56) Yeah. We use mpi, we compare our CRM with our ehr with the facilities by mpi number.

Jason Zednick (16:03) Yeah. That’s probably the best way to do it and that should be fairly easy, right? Yeah. All right. Well, great. Well, thanks for looking into that. I’ll let my team know we’ll make the update and I’ll show you maybe next time. I’m not sure when they’re doing it, but once they do, I’ll show you what changed. Yeah. Okay. All right. Well, what else? What are we did?

Diego Basagoitia (16:33) You get any more info from your team on the optum stuff? Or is that still pending? No?

Jason Zednick (16:40) Amy has been out this week with some family stuff. So I didn’t get the chance to meet with her this week based on my conversation last week. She said she’d follow up again. Okay. But it’s been a while. It sounds like they’re just not going to respond to her. Is what it’s starting to feel like? I’ll press her again. When I do meet with her next week, I think she’ll be available, but yeah, it’s been pretty much silent.

Diego Basagoitia (17:13) Okay. I mean, the reason I’m asking is whether or not I make another hard press to see what’s going on with our delegation submission because I haven’t heard back one thing.

Diego Basagoitia (17:24) If, if she’s able, to see if her people can check the status, I mean, I’m going to have, I’m going to have whatever people I have at optum check the status, but, you know, just somebody to help move this along considering I think optum unitedhealthcare is part of your credit alliance. I would think that they would approve this, but… I don’t know. I just, I need some push in some of these directions.

Jason Zednick (17:56) Yeah, I can absolutely sort… of frame that for her be like if you are, if they do respond like just sort of throw this question in as well. And, you know, hopefully we can get more information. When was the last time you heard from them? It’s.

Diego Basagoitia (18:15) been a couple months. I haven’t really circled back yet because I’ve been busy with conferences and other items. Yeah, working other deals with other payers. So it’s been, you know, there’s only so much time I have for everything. So I was hoping you could make more movement.

Jason Zednick (18:32) Yeah, right.

Diego Basagoitia (18:35) That would be, that would be a big one to still keep trying to figure out and pressing. Yeah. And I know we’re you know, we’re still trying to see. I think Gina was also looking at some old business line that we had set up in the past. I got to follow up with her. So I’ll do that.

Jason Zednick (18:57) Yeah, she’s going to try to find that contract, I think.

Diego Basagoitia (18:59) Yeah. So I got to see if she managed to find it or not. As far as all that goes, I have seen parts moving. The only big comment for this week is this is for, I guess both you and crystal. So last week when we had the meeting, I told you we were onboarding like eight clinicians, crystal was going to submit as many clinicians that had completed their provider profile for medicare. How many did we ultimately submit for medallion to pick up this week? Let’s see. Let me get that number for you real quick… because this is going to be the first time where we’re going to start doing a time run. I need to see what it’s actually taking for us to process these… new providers. Okay?

Crystal Eligon (19:54) So as of right now because I’m in the middle of working two more. So it’s six right now, but I’m hoping by the end of the day, I can add two more.

Diego Basagoitia (20:06) Okay. So six have been submitted so far of the eight? Yes. Okay. Yeah, we just got two more, Jason on your side. How many of the six has already started processing with medallion? And I’m hoping that it’s getting close to completion of that to be submitted to medicare?

Jason Zednick (20:29) Let’s take a look.

Jason Zednick (20:35) So here’s our medicare list… right now.

Jason Zednick (20:46) Take care… sort of do everything that’s not completed.

Jason Zednick (21:08) So, I don’t know when some of these were submitted but looks like we have quite a few in intake. Still… Humphrey collins, clairvon scoggins were processing.

Jason Zednick (21:27) A few here that have some probably surrogacy… if I had to guess.

Crystal Eligon (21:35) Yeah, that’s usually the case.

Jason Zednick (21:37) Yeah. Sign the application. Some of them are waiting on the applications to be signed.

Diego Basagoitia (21:41) And on those, Chris, are you following up to get these pushed since it’s a signature?

Crystal Eligon (21:50) I haven’t had the chance to do that. But when we did have the time, yes, we would try to send out a list every week and make sure that the bombs were pressing because even though we would send out that initial request, sometimes we still wouldn’t get any kind of feedback.

Diego Basagoitia (22:07) Let me ask this, Jason, since these are medicare. And if these are just getting the provider to log in right now, we’re still searching for another person for crystal to help her. So, I understand her comment of can’t keep up, but I don’t want this to fall by the wayside considering it looks like it’s just a dumb signature we need from the provider. How are we sending notifications to the provider’s? Leader? Is there a way to do that? Where crystal was saying that Kristen and her would send out an email saying, hey, these are all the open items your providers need to work on, call them and get them to do it. Do you have a method of us sending that out automatically without crystal having to do it or stop to do it because of the workload?

Jason Zednick (23:10) Yeah.

Diego Basagoitia (23:10) Are.

Jason Zednick (23:11) these providers part of a team?

Diego Basagoitia (23:17) They should be, but I don’t know what that means necessarily.

Jason Zednick (23:22) Sure. Yeah.

Crystal Eligon (23:25) I’m not sure if like the BOM or the regional is really tied to that account, if that’s more or less who should be tied to the account? Yeah, I know they do get email, yeah.

Diego Basagoitia (23:40) So, like, is that what you’re talking about? Bi, compliance, revenue cycle and San Antonio providers?

Jason Zednick (23:46) Yeah. So any provider that’s under a team, that team manager there’s… the weekly email that goes out, the providers get an email weekly. And then like the admins and the managers will get an email that’s like, hey, you have this many tasks on your providers, like all of that information, it goes out on Mondays and the team manager should get that… like list number for the providers under them.

Diego Basagoitia (24:22) So, this person, Shayla, can you look at the San Antonio provider team? Yeah, I’m curious to know what’s in there?

Jason Zednick (24:33) San Antonio providers. So, these are your managers? Oh,

Diego Basagoitia (24:38) perfect. Yeah. So Sebastian and Katasha are getting it then.

Crystal Eligon (24:43) Oh, this is wonderful.

Jason Zednick (24:45) Yeah, but.

Diego Basagoitia (24:48) Not all the providers are getting it, right? It’s only those two are getting all the stuff that needs to happen. Yeah.

Jason Zednick (24:54) The managers will get like, hey, like the group and the providers will get their own like, okay, you have one task, you have update this one thing in your profile, whatever it is.

Diego Basagoitia (25:05) Okay. So as long as crystal is tying the right team to the provider, they will still get this information.

Diego Basagoitia (25:14) Okay? So then that means crystal, we have to be hyper aware of the right teams to connect. And what I’m seeing here is that all the teams we have?

Jason Zednick (25:26) Yeah. Just eight looks like there’s.

Crystal Eligon (25:31) one for Dallas and Oklahoma, Louisiana.

Crystal Eligon (25:38) I think that’s about it. Okay?

Diego Basagoitia (25:43) Well, then that Dallas, Oklahoma, that would probably need Gail on there as well. And then Houston, Louisiana, which is fine. And then San Antonio, that is fine. So, the only one we’re the only leader we’re missing technically is Gail on here. Yes, for the Dallas, Oklahoma. And then we need to make sure that it’s getting that they actually have… responsibility because if nobody’s given the specific responsibility, then nobody looks at the email that’s usually, what happens, what is the email that comes out? You said it’s the list of providers with open activities. Yeah.

Jason Zednick (26:29) Let me see if I can find one.

Diego Basagoitia (26:35) Yeah, because if I can get the subject line and something that I can tell them, hey, you, when you see this, you’ve got to take action every Monday. Yeah.

Jason Zednick (26:47) Give me one second. Let me see if I can pull.

Jason Zednick (27:00) And then… I’ll show you another thing too, which is true.

Jason Zednick (27:41) So it’ll look like this?

Jason Zednick (27:50) So, it looks like the subject is like medallion weekly report. And then I’ll say like how many providers need… something? And then I’ll say like, hey, here’s, how many admin tasks you have here’s, how many provider tasks that you have incomplete profiles? And then, you know, license expirations and stuff like that.

Diego Basagoitia (28:12) Can you do me a favor? Can you send me a screenshot of that? Just so I can have an example of saying you guys need to look at this? This is a… I mean, it looks like they’re looking at it because it says opened by somebody.

Jason Zednick (28:34) Yeah… it says machine open. I don’t quite… know what that means and how this system reads that. I don’t know what machine versus human is, but, yeah… and then let me show you. And then,

Diego Basagoitia (28:55) which of the, what was the specific task there? That was like get their signature?

Jason Zednick (29:02) I’m going to show you that right now.

Diego Basagoitia (29:03) Okay.

Jason Zednick (29:04) I want to show you what S laroche sees.

Diego Basagoitia (29:41) Crystal, is Gina in today?

Crystal Eligon (29:44) No, she’s on PT. Okay.

Diego Basagoitia (29:46) Yeah. I had called her earlier. I was wondering. Okay.

Jason Zednick (30:18) So, similar to the admin view, that shows you everything because you’re an admin, the team manager, when they are in the platform, they see instead of everything, they see everything for their provider group. So they can come to the overview tab and see specifically what provider… tasks are assigned to, which provider, and that includes any of those… signature, you know, requests, they would probably just have to look up that particular provider, but they can, you know, search and surface based on, you know, who they’re looking at.

Diego Basagoitia (31:01) Okay. So.

Jason Zednick (31:02) They have that list here in real time as well.

Diego Basagoitia (31:06) Gotcha. And this is exactly what they would need to be following up with.

Jason Zednick (31:16) Yeah. So, if they want to like clear, Megan Humphrey, like if they’re like, okay, like that’s I got to get Megan done today, they can search and then just knock all these out. And if they search by provider, even if it’s an admin task like an org task admin task for Megan that’ll show up too, and they just have the full list and can, okay.

Diego Basagoitia (31:39) So, right now, what would, what are these task type? I can’t read it’s a little small, but.

Jason Zednick (31:44) Oh, yeah. Yeah. These are all provider profile. Oh.

Diego Basagoitia (31:48) Okay. Provider profile, I see it now. Okay. Yeah. So then it’ll say task type it’d say admin task or something of that nature and et cetera.

Jason Zednick (31:57) Yeah. Let me show you one.

Crystal Eligon (32:01) That particular one I would have to work on the first let’s confirm the taxonomy that’s something that I have to fix for the provider. Yeah.

Jason Zednick (32:09) Some of these are assigned to org admins versus being assigned to the provider. But it will tell you for which provider that task stop popping up, which task, which provider that task is for. It’s just that admins managers are responsible.

Diego Basagoitia (32:30) But like that one, I don’t understand. It says their task type provider application signature required. Why is that an org admin? If it’s a provider application signature required? Oh, because it requires a wet signature and blue or black ink only this?

Crystal Eligon (32:52) Is the one that we have to send out to the provider, and then once they get everything notarized, then we turn around and send it to Louisiana medicaid.

Diego Basagoitia (33:03) Gotcha. Okay. So that’s why it’s an org admin versus a provider specific task makes sense now, thank.

Jason Zednick (33:14) You. And this is sort of like how teams work. So, just depending on who your players are, you can break… it down and reduce, you know, the amount of information and the amount of like tasks coming at someone to like distribute. I think.

Crystal Eligon (33:32) The one that the provider I’m sorry, the regionals should really focus on is the very first one where it says, please approve requests from medicare end user that’s really the one that we need them to push for.

Diego Basagoitia (33:46) Which one this?

Crystal Eligon (33:48) Very first one that he has selected, how?

Diego Basagoitia (33:51) Can we filter? Does it filter to something like that? Specifically? Jason? Yeah, no.

Jason Zednick (33:58) It unfortunately doesn’t one thing you can do is… those like, hey, you need to sign your medicare application or grant surrogacy. Those are all going to be pay your enrollment tasks because they’re not related to the profile that’s different. So you can say, okay, show me pay your enrollment tasks. Okay? That narrows it down a little bit. And then from there, you do sort of just have to based.

Diego Basagoitia (34:27) On that subject.

Jason Zednick (34:30) But, you know, I could say, I could read, you know, like… spend medicare and it’ll give me these are pretty standardized. So if you see one?

Diego Basagoitia (34:42) Yeah, that’s what I was going to ask how standardized is your team putting it in there so that I can tell people you have to use this as a search?

Jason Zednick (34:49) Yeah, especially for things like this that we’re doing all day every day like these that’s standardized, that’s just basically always going to be the same. So once they see it, they kind of know what to look for. Yeah.

Diego Basagoitia (35:04) So in this case, we only have two signatures needed for Sebastian’s team or three. It.

Crystal Eligon (35:11) Looks like three, three.

Jason Zednick (35:13) Signatures. One looks like they’re already enrolled and.

Diego Basagoitia (35:19) demographic.

Jason Zednick (35:20) update needed.

Diego Basagoitia (35:22) OK. So I’ll, I’m gonna have a discussion operational discussion with our team because this, if I, honestly if I had actually asked this question months ago, I we wouldn’t have had Kristen having to send out this email because it’s already being sent out from what I can tell, right? So, crystal, one thing I want you to do now that Kristen is no longer here… look for operational efficiencies like this. I feel like we were doing a lot of duplicative in nature while she was here potentially, you know, I want things streamlined this. We got to keep thinking about how do we keep streamlining items especially because it’s just you right now? So if there are tasks that you feel that, are taking up a lot of your time, bring it up so that we can discuss it here with Jason because I guarantee you there has to be a better way. Just like this note we’re sending out the notifications every Monday. And what this is telling me is that our team managers are not reading the notifications is one or two, Jason, this is another one I’d have to ask you. But two, they’re being bombarded with medallion notifications that are not worthwhile to read. So those are usually the two reasons people don’t really look at it is if they’re being bombarded with the, with medallion emails, no wonder. They’re not looking and reading it, right? I mean, I can tell you right now, I’m not looking and reading at my medallion emails because they’re all I get like 102 100 of them, on a regular weekly basis. And I don’t know what to look at, right? So it’s just going into a folder. I just keep stuff like when Jason sends something specific or Nick or somebody, I then I read those. But if it’s coming from the platform itself, I get too many, right? And I can guarantee you that if they’re getting too many, then they’re probably doing the same thing. I am and saying this just is some kind of alert notification of, crystal and medallion completed a step, right?

Crystal Eligon (37:36) But what?

Diego Basagoitia (37:36) We need them to do is specifically open items that require their attention, not a bunch of other stuff. And Jason, I don’t know if there’s two emails, that will show that one, all the open items that they, that I need their team to assist us in, right? And two, just a weekly notification of all packets or all enrollments completed for the week. So, it’s kind of a status update of what’s open and what’s been completed.

Crystal Eligon (38:13) Yeah, I.

Jason Zednick (38:14) think that way.

Diego Basagoitia (38:16) They don’t get like an individual email for every provider, if that’s what’s going on right now for completed enrollment.

Jason Zednick (38:23) There it is. It’s a provider by provider. Yes. And, and I totally agree that it’s it floods the zone and you can’t a.

Crystal Eligon (38:33) Weekly.

Jason Zednick (38:34) Update that’s actually a really good idea. Like who was done last week or who was on Friday? Who was done this week? You know, that kind of thing?

Diego Basagoitia (38:42) Correct. I mean, I love you guys send it on Monday, the open stuff, but I, we need the completed item one too. Yeah, that’s.

Jason Zednick (38:50) that’s a really good idea.

Diego Basagoitia (38:54) Yeah, I’ll be joining the board call. I think in June. I’ll make, yeah.

Jason Zednick (39:00) Yeah. I’m gonna put it in, float it live on the call.

Jason Zednick (39:09) Maybe that’s a change we can make and that way you can configure it to be like, I don’t want an individual one. It’s just something.

Diego Basagoitia (39:15) So Chris will definitely focus on the teams and making sure all our leaders are on the teams. Okay? I’ll send out an email to each to the group and say that they need to look for that particular email. I’ll wait for that screenshot, Jason, so I can show them what to look for. And then is it okay for me to say that medallion is looking for a development improvement on status weekly, status completion that’ll be sent as an email as well? I?

Jason Zednick (39:49) Would hold off on that just because, you know, I can put it in. I can pitch it, but I just can’t I don’t have any control over when or how it happens although.

Diego Basagoitia (40:02) We’ll start small and we’ll do the, this one that’s already there and then pitch it, put it there and I’ll reiterate it on in June. Yep, 100 percent.

Crystal Eligon (40:18) Yeah, Kristen used to send out a weekly because you can say kind of report like that. She would extract it from the platform. I think it did help, but again, it took time because we would have to turn around and scrub it some things like you said, it was more so for the, for us, the admins. So if you did get something like this, we’re really done cut down on the time. Yeah.

Jason Zednick (40:45) Totally agree. It makes a lot of sense. And is.

Diego Basagoitia (40:49) there anything crystal on top of your mind that you can think of that Kristen was doing that may be somewhere duplicative in nature of this process?

Crystal Eligon (41:04) I’m sure I’m going to run across that. It’s just that since she’s been gone, I’m honestly just doing the onboarding and a little bit of the credentialing type portion. So I feel like once I get more into the other side, I’m pretty sure I’m going to find a lot of things that can be more streamlined.

Diego Basagoitia (41:24) So one thing I want you to look at, I know we use Monday. Com. Okay. I’ve been wanting to sunset Monday because one, we already have something similar to that on our CRM platform. But two, because of how I know we’re using Monday. And now that we have medallion, I would expect that we can put that same information or process or figure it out in medallion or ask medallion to enhance the system to use. That, that way we can get off of Monday and just use medallion. And the reason is when it comes to simplicity and efficiency, you want the fewest number of systems in the process to complete a task right right now. I feel like we have these outside reports that Kristen was doing. We have this Monday type project management of sorts going on. Then we have medallion. I want to move everything into medallion as much as possible. And there’s no reason why I don’t think we can figure out a way for us to track the project management status and communicate it through medallion. We’re.

Jason Zednick (42:43) using Monday for like my typeset can?

Diego Basagoitia (42:46) You share Monday just so he has an idea of how you’re.

Crystal Eligon (42:50) doing, yeah, of course. Yeah.

Diego Basagoitia (42:51) Because that way it’ll generate some thought from Jason and maybe he can tell us how we can potentially do this in medallion and then extract it to communicate to the company.

Crystal Eligon (43:06) There we go. Let me know if you’re able to view, let’s see and.

Diego Basagoitia (43:12) Jason, are you familiar with Monday or no?

Jason Zednick (43:15) Not Monday specifically, but I know it’s a tool of light.

Diego Basagoitia (43:19) Yeah, it’s just a standard project management system.

Crystal Eligon (43:23) So then.

Diego Basagoitia (43:25) It helps us manage all the 855 E forms for nursing homes. Are we getting that completed? So it’s kind of processing the track, of that. It’s all the new onboarding providers and all their requests necessary to get them credentialed in the right locations. And it’s that type of stuff onboarding of the staff offboarding of the staff. Yeah.

Crystal Eligon (43:51) So, ideally, whenever I guess you could say the HR portion is completed, they typically start off here. So everyone’s well aware of, I guess you can say where they stand when it comes down to their emails departments… pretty much everything I believe is HR related. So once they’re done pretty much here on the onboarding portion, then it becomes, let me come over here to the credentialing portion and that’s when they get dropped here. So how I work it, of course, it’s based upon the dates because of course, you want to make sure and use the providers that are more recent. And then they’re just listed here. And then the day that I start working on the profiles. And then of course, I have to wait the 24 hours for everything to link with the profile. And then I send over to medallion to kind of get everything merged over. And then I added this little extra portion because we have to do ims licenses. So I kind of keep track of who has and who doesn’t because that tends to fall between the gaps too. And.

Diego Basagoitia (45:06) Jason ims licenses that’s our emr system. So we have to make sure that they’re licensed in our system to work in it. Just so you have an idea so you can see how the, I don’t expect medallion to help us on the HR stuff that she showed earlier that’s going to be more on the paylocity side as we further build out paylocity, but this one, the credentialing the committees profile set up for medallion, making sure they’re set up properly in our emr system? This is all kind of the project management side of the credentialing. So.

Crystal Eligon (45:47) Are they?

Diego Basagoitia (45:48) Credentialed in our emr system? In essence, right? Yeah.

Jason Zednick (45:52) Yeah.

Diego Basagoitia (45:55) Yeah, this.

Jason Zednick (45:57) Is helpful. And.

Diego Basagoitia (45:58) Then it helps us figure out what is our current status of the process in essence?

Crystal Eligon (46:08) This is pretty much where we start off. And then like you said, with the invite, I try to make sure and use the SBC one. But at times we don’t have that access as yet. So that’s why I was using the personal and then turn around and switch it. But as you, like I said, and I feel like the more and more that I try to touch both ends of it, the HR portion, and then the credentialing side, I’m pretty sure I’m going to run into some items that we can more streamline. Yeah.

Diego Basagoitia (46:41) Awesome. And it’s not only just the streamlining trying to figure out what we can move into medallion because I know that there’s comments there. So I don’t know if you see that little chat bubble, Jason. Yeah, those are like little comments and notes of what they’re working on, of what’s been happening and keeping track of the process, right? So I don’t I think medallion has some kind of chat Ish bubble system. I don’t know. I remember there being somewhere notes, but I don’t know how all of this would work for us to really because it’s more of a, I guess an internal Ish communication of management, right? Versus a medallion like us communicating with the medallion team specifically. Yeah, no.

Jason Zednick (47:31) I mean, you’re right? There are notes and things and there are like you do have the ability to create tasks in medallion, but it’s… really a question of like what is, the… item on the checklist? And is that the appropriate venue for those communications? It does sort of just depend but we can, I… think there’s some things that are probably already like sort of trackable and happening in medallion and like identifying those is good because that takes them off here. And then we can sort of see, okay, well, let’s not purpose built but could be used… there’s. There’s some potential there.

Diego Basagoitia (48:18) Sure. Great. Okay. Well, I just wanted you to see a little bit of what we’re doing with this.

Jason Zednick (48:23) Yeah, this is helpful. This is, yeah.

Diego Basagoitia (48:26) I, at this point and you can see there’s the medicare we’re tracking the medicare and, you know, that for me right now, I’m tracking, what your team’s doing and it looks like they all require some kind of signature right now.

Diego Basagoitia (48:38) So that’s back on us crystal, which then means that, you know, every day that it’s sitting on us or for whatever reason that’s… just adding to the timeline. And it’s not being helpful. Like I said, the goal is to try to get medicare and medicaid completed within 45 days. That’s the ultimate goal. So, if it’s taking us, you know, 25 days for medicare and then 20 days for medicaid, that’s our 45 days. And I’m good with that. But any day that it’s just activities or just sitting especially for a simple signature and that’s just adding a day that already starts screwing up our timeline, right?

Diego Basagoitia (49:19) I want to start seeing if how we can keep the machine moving. And then I don’t know once our people sign it, how many days it may sit on medallion’s desk, right before they get to it. So that’s why I want to make sure that somehow, those two are by far the most important because once I get the numbers of the provider for medicare and medicaid, then I can actually go get the authorizations for all the mcos, and that we can kind of, I don’t want to say drag our feet on, right? But I have the ability to drag our feet on because I can find ways to get the pressure. Yeah, right? So that’s really the push. And that’s also why I’m trying to now find ways to work with the executive commission or hhsc to find alternatives, right? Yeah. Next, I’m going to have to find the commissioner for medicare and see if I can make changes. I’ll get there.

Jason Zednick (50:16) One thing at a time. Yeah, I know you’re one man.

Diego Basagoitia (50:21) One government entity at a time. Oh.

Crystal Eligon (50:29) Goodness. Okay.

Jason Zednick (50:31) Well, yeah, thank you for showing me this. This is helpful to have in the back of my mind.

Crystal Eligon (50:36) Absolutely. Yeah, because we even have credentialing from like nursing homes too, like that’s.

Diego Basagoitia (50:42) another, yeah, that was one, Jason. I’d love to circle back one day. Okay? Remember how I think, I many months ago, I don’t know if you were on it or if it was Naomi because it was during that transition where you guys were handing stuff off from one another. Yeah, in our industry, I, there are certain groups of nursing homes that require a particular nursing home packet or a credentialing packet. I am trying to get them to accept that… summary packet from the delegation area to go ahead and send that to them as the credentialing… packet for them. I’m going to say that’s working here and there, but not so much. They’d rather us fill up their own custom form and send it. So that is something that I want to find a way where if we can put the form into medallion and medallion can pre populate it because all the information is in medallion, I just need the forms pre populated so we can spit it out whenever they ask for it. Because if my providers change, I’d love to just populate that form out of the system with the new provider.

Jason Zednick (52:03) What… what kind of, what are the forms? Like, what type of document is it? And?

Diego Basagoitia (52:11) How is it structured? I mean, she has a few that she can. Yeah.

Crystal Eligon (52:14) I’m about to pull it up for you right now. And by.

Diego Basagoitia (52:18) the way, I do have a solution for tricare, I’ve been talking to tricare, and that’ll be the last thing we can talk to. What, what’s.

Jason Zednick (52:30) on the table, so.

Diego Basagoitia (52:32) Tricare has because I think because the lady likes me and she really was not happy that we didn’t pass the delegation. Yeah, they have a, they have a solution that they’re going to let me go.

Crystal Eligon (52:47) Around.

Diego Basagoitia (52:48) In essence, I have to fill out particular specific forms for every single provider that we want to get in network immediately… and it’s going to require a notarization and all this. But we also have to pre populate every form. And I’d like to get that tricare form similar to this, something of this style, get it into medallion, get it pre populated, so I can click the print button pretty much and send it out to them. Well, I need to print it and then get it notarized by Gina. And then we can send it out. We’ve estimated that it’ll be about 50 providers that we need to do this for quickly instead of 160 right off the bat. And the only reason I’m saying that is because it turned out that they took over humana, military, and we had a humana military account for our Texas businesses and some of our providers who are still with us today are currently in network. So we got kind of lucky and we’re gonna have to kind of update that a little bit in medallion now that we know that information. Yeah, that’s great. Yeah.

Jason Zednick (53:58) So, I.

Diego Basagoitia (53:58) think we got lucky that the lady was just as unhappy and found me a solution.

Jason Zednick (54:04) I mean, that’s sort of how it goes. Usually finding the right person that’s like, well, actually, let me, let’s talk about it.

Diego Basagoitia (54:12) Right. So, this is one of the one of the groups these.

Jason Zednick (54:15) Are just like PDF forms like that. Yeah. Okay. And if.

Diego Basagoitia (54:19) you read through it, you’ll see that it’s just a bunch of it’s just the credentialing information. Yeah.

Jason Zednick (54:25) It’s all like mappable data.

Crystal Eligon (54:28) Yeah. So that,

Diego Basagoitia (54:30) that’s the main reason where all the information exists in medallion. I don’t see why we can’t I’m assuming you guys have something that can populate the information into forms fairly quickly because we do that with our emr system. But the problem is I, in my emr system, I don’t have all the credentialing information, right?

Crystal Eligon (54:52) And they ask for this very often.

Jason Zednick (54:55) Yeah.

Crystal Eligon (54:55) So, you’ll have a nurse practitioner that’s going faithfully like twice a week. And then even though that MD is going once a month, they still want the packet for the MD as well. So it can be kind of overwhelming having to do this for six or eight providers. So it definitely eats up a lot of time. So, and then the provider has to do their portion by signing dating. And a lot of times it’s for PCC access as well. But a lot of times it’s just more or less to get access into the home. So.

Diego Basagoitia (55:35) And are you getting a DocuSign by our clinicians?

Crystal Eligon (55:39) Crystal, yes, correct?

Diego Basagoitia (55:40) So, then we could get a digital signature as well through medallion, right? Jason?

Jason Zednick (55:48) We don’t really do digital signatures… usually that’s… like a PDF is typically like what we share. And then if we need the signature, okay, medallion itself doesn’t have a signature solution. Let me say it that way. Yeah. Okay.

Diego Basagoitia (56:04) Well, that’s well, then I’ll make sure I’ll add that to my conversation in June… but.

Jason Zednick (56:11) I mean, like we, you know, we get, I don’t know the full extent of the authorizations, right? But we do have the ability to sign on behalf of providers for certain purposes. So… you know, some of those things might fall under that. I’m not exactly sure there, but there’s well.

Diego Basagoitia (56:29) That, that may be something where I would push especially because, I have very close relations with all these groups. Yeah. So, and they know that we are now ncqa accredited through UL and we follow the correct standards. So they’re liking all of that, but I need to keep pushing in that direction. So, okay, but yeah, this is something that I would like to also see if we can find a way to streamline it so that crystal’s not spending all her time having to type this up, especially when she’s a team of one right now. Yeah. And this is just one company. I mean, there’s like I said, they all have the same stuff. They just have it in a different.

Jason Zednick (57:12) Setup, right?

Crystal Eligon (57:13) One of them, I think it was the first packet was like 12 pages and I think two or three days after that, they kept sending more and more just packets of items that just needed to be signed. And it was more or less the same questions over and over but it needed to be done. So.

Jason Zednick (57:36) Yeah, this is, how could you forward… me one of these just as a, yeah.

Diego Basagoitia (57:45) Yeah, send them. Yeah.

Jason Zednick (57:47) Yeah.

Diego Basagoitia (57:48) I would say crystal send them a blank one of the one that you use the most or we have the most requests at. Okay, if Jason and his team can get this on there, okay? It’s the one that’s affecting you the most. Okay? That may save you hours every week. It’s.

Crystal Eligon (58:06) usually Dallas. So, yeah.

Jason Zednick (58:09) It’s the kind of thing that’s like doesn’t exist yet, but, I can imagine a world where if the data is in the system, you just sort of have to map it once and be like generate that. And maybe it’s not all the data, but if it’s 80 percent of it then.

Diego Basagoitia (58:25) Look, that’s all we would love right now.

Jason Zednick (58:28) Exactly. Yeah, I get. Yeah, I can see that I can easily.

Crystal Eligon (58:32) And then I,

Diego Basagoitia (58:34) would love to keep it in the provider’s profile as well because you can see these are all the agreements as well. If you look at, it said this is for a period of 12 months and stuff like that. So it helps with like management of everything as well. Yeah.

Jason Zednick (58:52) I’m sorry. Did you just say you have to redo it every year? Is that?

Diego Basagoitia (58:57) So far?

Crystal Eligon (58:58) I haven’t had anyone reach back out. They’re.

Diego Basagoitia (59:01) evergreen. So, you see there? Yeah.

Jason Zednick (59:04) It’s.

Diego Basagoitia (59:05) it’s evergreen. It’s not a, but I mean, the whole point is that these are agreements as well similar to payer enrollments, you’re agreeing to stuff and all that. I just would like a repository and, you know, we’re treating medallion as the provider’s repository to all these agreements of credentialing all over the payers, our customers who are doing all this stuff as well. They’re required by medicare to be doing this stuff. I mean by hhsc to be doing all of this stuff.

Diego Basagoitia (59:32) These are all requirements by our customers, right? And it’s all credentialing related. So, yeah… great. Yeah. All right. That’s pretty much all I have. I gotta jump off to another meeting now, Jason, I appreciate listening to everything today and seeing how we’re trying to make changes and streamlining it. And crystal, please, if there’s anything that pops up, get with Jason as I really want to get this moving cleaner faster, you’re kind of the new set of eyes and blood into all of this. So I feel like that’ll be a good experience and we just keep moving forward absolutely.

Crystal Eligon (60:16) Yeah.

Jason Zednick (60:18) Yeah. So just let me know. We’ll we’ll chat.

Crystal Eligon (60:26) Yeah. Okay. I’ll make sure I’ll get you those copies sent out after we’re done. Yeah.

Jason Zednick (60:30) That’d be great. And I’ll sort of noodle on that and kind of put things into our product team and be like, hey, think about this, yeah.

Crystal Eligon (60:38) Right. Great. Yeah, wonderful.

Diego Basagoitia (60:41) All right.

Jason Zednick (60:43) Great. Well, thank you both. Appreciate it. Have a great rest of your day and a great weekend all.

Diego Basagoitia (60:49) Right. See you.

Crystal Eligon (60:51) Next week.