Transcript
Connor Morley (00:00) hey, Lindsey.
Lyndsey Farmer (00:02) Hey, Connor. How are you?
Connor Morley (00:04) Doing good. How you doing?
Lyndsey Farmer (00:05) Doing all right.
Connor Morley (00:08) Okay. Yeah. It looks like we loaded all the par analysis and there was a ton. So I think that’s what the confusion was and why PE probably got a little bit of a heads up or a shock.
Lyndsey Farmer (00:29) Okay. So that wasn’t necessarily them, it was maybe us or it was us. Okay. Yeah. Okay. So we shouldn’t expect that going forward. Yeah.
Connor Morley (00:42) Not really going forward. I mean, they might depending on what the par analysis comes from. Like they might have like more requests… being made, like if they hear back that a provider is not in network, then they’ll make a new provider enrollment. But I mean, I, you know, I have no idea what’s going to come out of this par analysis. So I can’t like speak to like will there be a ton that are not enrolled or not? Okay? Yeah, I know that. Yeah, they’re also getting really anxious about the par analysis. So, if they can just like knock out some of the like easy ones that we could potentially hear back quickly on, that’d be great.
Lyndsey Farmer (01:29) Okay. So just to recap just to take back to Amy because I know she posed the question about volume, we won’t really know until the par analysis comes back.
Connor Morley (01:38) Yeah, I think so. Okay.
Maribel.Lopez (01:42) Okay. Cool. Thank you.
Connor Morley (01:44) Okay. Let me let them in because I know we want to cover some training.
Connor Morley (01:57) Hey, everybody. Hey?
Sheldon Kennedy (01:58) You guys.
Connor Morley (01:59) Hi. Okay. Just because I want to get this out of the way really quickly. Sheldon, I think there are some more questions we have on some providers and missing records. So, I saw you answered that email, but we made it. Sorry, we made it. We made a couple new tabs to look at, just to confirm if we have that data and Nick jump in if I have this, correct? Was.
Sheldon Kennedy (02:39) That from the missing? Okay?
Maribel.Lopez (02:42) Yeah.
Connor Morley (02:42) And all this came from the missing. Yeah.
Sheldon Kennedy (02:44) I think I added notes in to those, correct? That’s the one you’re talking about?
Connor Morley (02:50) So, you added notes into this, these missing records, but in order for us to create the information based on these two which I think you said were good. We need their information.
Sheldon Kennedy (03:11) Yeah, we can fill that out. Not a problem. Okay? And.
Connor Morley (03:14) Then wanted to discuss because I think Maribel, you had some questions on the asc housing providers?
Maribel.Lopez (03:22) Yes, correct.
Connor Morley (03:23) Okay. So for these providers, you can load. I mean, we talked about essentially, they are just a way to link them to some of the asc facilities. You can load essentially… a lot of information into these provider profiles and you can do it manually or we can give you like a spreadsheet that will have like license information, malpractice information, hospital affiliations, and any other documents that you can think of, driver, license, medical, diploma, anything like that, all within the provider profile for all these asc housing providers?
Maribel.Lopez (04:14) Okay. So that’s something I can enter for them?
Connor Morley (04:16) Yep. And it’s up to you on whether or not you want to enter it manually on each provider within medallion or we can give you essentially a spreadsheet that’s similar to this spreadsheet or actually this spreadsheet but would have more information than just this. It would have all the other profiles that could be all the other profile information, like documents and things that could be added.
Maribel.Lopez (04:46) I can enter it. I just want to make sure that I’m entering the appropriate things because I understand that we’re not using this to enroll anybody. So I just want to better understand how the process is going to work. And also, is there a way to like on, the question I had was, is there a way to make this? So any task that comes up can come to me versus going to the provider or any other of the employees just to keep it clean?
Connor Morley (05:19) Yeah. So with these employees, are you like I’m trying to think, are you running any actual?
Connor Morley (05:34) Requests on them?
Maribel.Lopez (05:38) Meaning like licenses requests?
Connor Morley (05:42) Yeah, like any. So they, none of these providers can actually log into the system if I remember correctly from the ase housing providers.
Maribel.Lopez (05:51) Okay. Good, good. Okay.
Connor Morley (05:53) Right. So they can’t attest to anything. They can’t sign anything that says all the information is correct? Okay. We can’t actually do any, any, we can’t complete any requests on their behalf for credentialing, perfect or for payer enrollment. Okay?
Maribel.Lopez (06:13) Wonderful. I just wanted to make sure because today, when I logged into the system, I saw that a couple of my providers were in as, missing information. And so I just wanted to ensure that, you know, no emails went out to them. So I was just a little confused on that because it’s on the overview tasks and it says incomplete profile. And the four that I have listed are the asc housing guys. So it just alerted me and I like thought, okay. What am I not doing here?
Connor Morley (06:48) Yeah, I think we can ignore these because they are those, asc providers. They’re not going to be included. You… can add in a note and complete the task, okay? Essentially and say, these providers are just going to be essentially like provider shells, they will not run through the appointments. The other thing that we’ll need to do. And I think this is appointments, right? For these providers, we would need to delete or remove these requests.
Maribel.Lopez (07:24) Okay. I don’t think I have that option on my admin profile, to look at that. So, I’m not seeing that grant, Hu, Joshi, Luke. Yeah. So those four asc housing providers, grant?
Connor Morley (07:41) Hu, Joshi, Luke. Yeah. So we can delete them for you.
Maribel.Lopez (07:45) Yeah. Okay. Thank you. And then,
Sheldon Kennedy (07:48) Maribel. Do you have to run any reports though? Still?
Maribel.Lopez (07:52) Yes, I do. And I do want to still be able to go in and verify their licenses if possible on my end.
Sheldon Kennedy (08:01) Is there a way to do that Connor?
Connor Morley (08:03) Yeah. So if you had Suzanne handler, let’s take her for an example, and then you added in her license into the system, we would automatically, if we go to verifications right here, we would automatically run the background checks for state licenses. We don’t have any right now. So, it’s not running and… we do a check on npi and provider opt out. Got.
Maribel.Lopez (08:36) It. Okay. Wonderful. I think that was one of the main questions I had. And then if I have a new doctor that I’m working on, is there a way for me to go in and enter that provider?
Connor Morley (08:49) Yes. Yeah. So if you need to enter in a new provider, you can click on that button to invite the provider. And then it would show email. You would just need email, first name, last name, the estimate, start date. And then the profession is just like, are they a physician? Are they an app… behavioral health? Like what are they?
Maribel.Lopez (09:14) Okay. Got it. And then.
Connor Morley (09:19) Sorry, what was that? Susan?
Sheldon Kennedy (09:20) And Chris are on the waiting room. Oh, sorry about that. Let me, sorry, Maribel.
Connor Morley (09:26) But essentially, the one thing about that is if they are still the asc housing providers, it sounded like you don’t want to invite them into the system. So you would just have to check this, send invitation email so that they don’t get an invite. Okay? And that will still create the user profile and you can still add in information on those asc housing providers. Okay? And then,
Maribel.Lopez (09:56) if I needed to update their appointment dates, am I able to do that as well? Yeah.
Connor Morley (10:01) So, for the appointment dates specifically, I’ll just go into this provider again and show you. We would want to look at their privileges and privileging right here and you would want to go to existing. And if they have an existing privilege appointment, you can add it in or we can also update the reappointment start date, end date, expiration date. You can click if it’s a brand new one. You can click on this, add existing appointment, select the entities. The entities are all the ascs. So it depends what asc you’d like to choose. So let’s just say Tucson and… then just the effective date and expiration date. Okay?
Maribel.Lopez (10:52) Thank you so much. Yeah.
Connor Morley (10:54) I would also recommend not checking this automatically schedule reappointment date. So it doesn’t reschedule that, but you will get a notification when their reappointment or their expiration date is coming up. It just won’t create the task in the appointments or the privileging tab.
Sheldon Kennedy (11:21) And then Connor, can you show Maribel, how to add? I was trying to add a provider as well to the, we created that team for the housing providers. Yeah. And I was trying to look, but it didn’t like when I clicked those three dots, it wasn’t giving me the option to add them to a team unless I was in the wrong spot, but can you walk us through that one more time?
Connor Morley (11:43) Yeah. So on the left hand side, you’ll need to go to the members tab. It’ll default you to this organization, members screen. And then we’ll go to team assignments and click on this. These three dots at the right hand edit team. We do have the ability to pull in providers by group or practice or profession type. But I don’t think any of these asc providers have an associated group or practice. And then on top of that, it looked like they all have different profession types. So we will need them to be added by provider. Okay? You’ll also need. And then this is up to you. We can add you in as the yes… as the admin here. Yes.
Connor Morley (12:44) And I don’t know if there was a specific provider you wanted me to?
Sheldon Kennedy (12:49) Add just you can.
Maribel.Lopez (12:51) Add dr handler. She’s one of the asc ones. Okay? Yeah.
Connor Morley (12:57) So you’ll need to click the add provider? Okay?
Sheldon Kennedy (13:00) Next save.
Connor Morley (13:03) And what that’ll do is if we go back to the provider’s directory, this teams will show up and you’ll be able to filter by asc housing providers or plank teams, which is everyone else? Perfect. Awesome.
Maribel.Lopez (13:20) I’ll do that today. Okay?
Connor Morley (13:22) And then hang on. I just want to make sure I answered all of the questions you sent me today.
Connor Morley (13:34) So the tasks themselves for asc housing providers, our team shouldn’t be creating any tasks for those. If you get any, you can respond within the task. These providers will not be logging into the system nor will they be generating requests and the request will be canceled and then complete that task and our team will, and those tasks will fall off the task list. Got it.
Maribel.Lopez (14:01) Okay. I’ll keep a close eye on that.
Connor Morley (14:08) Okay.
Connor Morley (14:13) So, I do want you to just also check the asc housing provider team in your account to see if you are an admin, you are set up as an admin. We can add team manager, or we can add admins to particular teams. But I also want to verify that you can still see all of the providers who are not added to that team.
Maribel.Lopez (14:42) Yeah. Let me log in… again because I just saw that there was an error.
Maribel.Lopez (14:53) But I’ll get back to you on that once I double check it, but it looks like I am a team manager according to the profile, but, and I’ll send you a screenshot of what it looks like to see if I’m missing anything. And I’ll do that. After this call, I can always.
Connor Morley (15:09) Update your status too, okay? To make sure that it doesn’t flip.
Maribel.Lopez (15:17) All right. Yeah, because now, I am not seeing any… other providers other than dr handler. Okay?
Connor Morley (15:28) Let me flip your role back to admin. So I just did that. And then the providers… you should still be able to add additional providers in view. We’ll still be listed as the manager because we do need a manager or viewer listed on a.
Nick Vander Velden (15:51) Team, but I.
Connor Morley (15:52) just flipped your account. So you should be able to view all the other providers who are not on that team. Okay? OK. Going… back to the.
Connor Morley (16:13) Missing records, Sheldon. So I also wanted to confirm. So this is not a link between the provider email between this provider and the practice. Correct? For example, this npi or Cesar Ramirez is not linked with retina associates of southern California. Is that?
Nick Vander Velden (16:40) Correct. No, correct. Okay. I think they all just had their own individual notes. Okay?
Connor Morley (16:47) So, Nick, I don’t think we need this sheet with… no, sorry, Nick, can you specify that we need this sheet to finish the mapping between Cesar… Ramirez and these practices?
Nick Vander Velden (17:14) Nick, are you there?
Nick Vander Velden (17:36) All right. My mic’s working now. Can you hear me? Yep? Sweet. Yeah, I was able to go through those comments that Sheldon added and work through those. The only thing I still need filled out for a few was, is it maybe that missing provider info? The one with the green hot. Yeah. So there’s a few that weren’t marked as missing like no… longer with nvision or whatever. So, for these providers, I’ll need more info to move forward with them. But all the rest of the notes that were added to that sheet made sense to me.
Connor Morley (18:31) Okay. So you’re good on that, and then.
Connor Morley (18:42) Sheldon, for the privileges as well, for… the existing privileges, we will be triggering any… reappointments… to happen automatically according to the reappointment start date. So, the ones that are coming up are you can see right here?
Connor Morley (19:21) And Maribel will be the official committee member who is reiterating… what the exec board has stated. According to the committee report that comes out… got it.
Connor Morley (20:00) Any questions on that? You’ll also be able to see?
Connor Morley (20:06) The ncqa creds?
Connor Morley (20:13) You’ll be making requests for?
Connor Morley (20:25) Does that answer all the questions on the asc housing providers and the cred workflow? Yes. If you need to make a new cred… request for Tj or for the facilities, we have to use the privileging tab to follow those sops and all the verifications that are needed. And then for nvision as a whole, we need to use the credentialing tab for the practice locations.
Connor Morley (21:12) Okay. Maria, did you have a question for Connor as well?
Maria.Gonzalez (21:20) I do most of the optometrists, they keep saying that they don’t have a residency diploma, and because they don’t do they don’t do the residency and they wanted to know how we can remove that from the request because our, on our side, it’s being asked at night, some of them at 90 percent because it hasn’t been completed due to that residency diploma that is requesting. And I don’t know if we should delete that request or how we can complete that request. So.
Connor Morley (22:02) For that, Nick… on the in.
Nick Vander Velden (22:13) Medallion.
Connor Morley (22:13) I believe we can turn off residency as a requirement.
Nick Vander Velden (22:21) For optometrism?
Nick Vander Velden (22:28) And this is for credentialing. Yes. Okay. I believe we can.
Connor Morley (22:52) Nick, can you double check that? And then I just created the ticket for it?
Nick Vander Velden (23:00) Okay. And like all of residency, not like any specific piece of it, just like in.
Connor Morley (23:07) general, I think it’s specifically the residency diploma requirement.
Nick Vander Velden (23:19) Yeah. So, like just as a whole, is what your sounds?
Connor Morley (23:24) Like, yes.
Nick Vander Velden (23:29) We can also do like specific pieces of, you know, the residency like, you know, if you don’t care about the address or something, but we can also, I believe do the whole thing.
Maria.Gonzalez (23:58) Okay. And then another question that I have, I think previous to on the last meeting, I asked about the privilege from hospitals and surgery centers that provided, has the not pretend to end vision. I just wanted to make sure I added in the row in the right column, if everything that I added it was under the professional history. So I add all the privilege that providers has currently with the admin hospitals and surgery centers. And I just wanted to make sure it’s in the correct tab.
Connor Morley (24:37) I can.
Maria.Gonzalez (24:38) Give you an example if you pull dr Louis chanis.
Maria.Gonzalez (24:46) Under the professional history. So we added all the training, the education.
Connor Morley (24:54) Sorry, how do you spell that?
Maria.Gonzalez (24:56) It’s CH a NES.
Maria.Gonzalez (25:09) Under the professional history, yep.
Connor Morley (25:12) So, you can add, so I added.
Maria.Gonzalez (25:16) All the hospitals and surgery centers on that tab, but I wasn’t sure if that was the correct tab to add it. Yep, that’s correct?
Connor Morley (25:26) For any, so these are not, these are past.
Connor Morley (25:35) Past or current hospital affiliations outside of nvision, correct? Yep. That would be the right place to add it. The only caveat I would say is just making sure that checking… on the admitting privileges, if it’s not.
Maria.Gonzalez (25:51) Yeah, they can’t if it’s not.
Connor Morley (25:52) Admitting then. Yes. Okay. Yeah. Okay. Because it looks like these are all admitting privileges. Yeah.
Maria.Gonzalez (26:04) Some of them, I need to change some of them because some of them, he has just, he’s active and not.
Connor Morley (26:10) Admitting?
Maria.Gonzalez (26:10) Privilege. He has just privilege.
Connor Morley (26:14) Okay.
Maria.Gonzalez (26:20) And another question, how do we can revise the emails for the providers? So, some of the providers and I can give you an example. The provider is, ou… is her last name, Jocelyn, and the last name is ou?
Connor Morley (26:39) ONU?
Maria.Gonzalez (26:40) Yeah, we need to revise her… email because it’s under incorrect email. Well, now, you guys have that correct one. But before it was that incorrect? And some of the providers are not receiving the initial invite and,
Connor Morley (27:02) I just wanted.
Maria.Gonzalez (27:02) to know how we can send an invite to the provider when they keep saying that they haven’t received that yep.
Connor Morley (27:10) So, you can check first if the email is wrong. Huh, you can go to this members tab and then search the provider. And if you find the provider, you can then click on change email. Okay? You just have to go to this three actions bar and hit change email. Second would be, you can also go and see the invite status if they’ve been invited, but they haven’t accepted. You can also click on this and resend the invite through medallion. You can do that from the members tab, or you can do it from the providers tab in the provider directory. Look over to the right. And there should be a send invite or resend invite option. The one piece is if you look at a provider who’s already logged into the system has been invited and logged in, we can’t we don’t have the ability to resend that invite. So we would send them to medallionapp medallion co, and have them go through the forget password. If they’ve forgotten their password, or if they can’t get in that way. Oh,
Maria.Gonzalez (28:29) okay. Okay.
Connor Morley (28:30) But you can check to see if they’ve been invited and if they’ve joined, which means they’ve logged in for the first time and set a password.
Sheldon Kennedy (28:42) Okay. All right. If we have to load providers, like say we got a new one?
Connor Morley (28:50) Is that just, we just invite?
Sheldon Kennedy (28:52) Them in like we just would do now or is there a different process for that?
Connor Morley (29:00) So, for the aac housing providers, we would not no, just.
Sheldon Kennedy (29:04) For, the clinic provider.
Connor Morley (29:06) For the clinics, we would just click on this invite provider. You would put their email for same last name, start date, profession. And then we can leave this box unchecked and it’ll send that invitation email automatically and is there a way?
Sheldon Kennedy (29:21) And then we would, once they come in, then we can link them to the group?
Connor Morley (29:25) Yeah, yes. Then you can link them to the group and you can link them to the practices as well. You can link providers to certain practices within their provider profile. So you can go here, you can copy from another provider. If there is another provider that is also working in a similar group, you can add the practice in here. Like this. We would add the practice or practices to that provider profile to add them to a group. We would actually need to go into the group profile, click… on the group and then go to providers and add the providers to that group.
Connor Morley (30:17) Okay.
Connor Morley (30:22) But right now, if there is a new provider that you have, you can go ahead and invite them into the platform, create the invite provider and send the invitation email. Once they get that email, they’ll be prompted to add in and fill out their profile. It’ll ask them for their caqh id, and it will ask them if they want to pull in information based on that caqh id. So it’ll prompt them automatically for that. And then you’ll be able to pull in information from their caqh profile. If you have their caqh information already after you’ve invited the provider, you can go into their profile. You can go all the way down to data imports and link their caqh profile for them.
Connor Morley (31:21) Questions so far… not for me, that was super helpful. No.
Maria.Gonzalez (31:28) Not for me either.
Connor Morley (31:34) Really quickly. I wanted to say as well. Talk about par analysis. So if we go into the payers tab on the left hand side… we can start to see all the par analysis that’s coming through. So we go to enrollment request and view all the par analysis for… all the payers.
Connor Morley (32:04) If any have come through with a non par status, we’ll start to see them in the admin tasks and whether or not you would like us to request a new provider enrollment or payer enrollment, it’ll detail based off of the payer list that we have or the par analysis list that we have. So we go to the payer and the provider. And if you need to go in and make a new request or a new enrollment, we would go to new payer enrollment. And I’m just going to look at, I think Juliana who is right there. We would click Juliana select the group she’s associated with this group, the payer and I think it was humana.
Connor Morley (32:58) Humana. And then we would just select the lines of business.
Connor Morley (33:09) And then it would also ask you to just specify the practice locations. So she has all of these practice locations, but it would specify if you want to associate her all of these or with only a handful.
Connor Morley (33:39) Does that make sense?
Sheldon Kennedy (33:44) Yes. Okay.
Maria.Gonzalez (33:49) And I have another question. Now that you’re talking about the payers, I noticed that last.
Connor Morley (33:56) week we.
Maria.Gonzalez (33:56) Didn’t have any payers linked to the providers, but now I noticed that they have some of the providers they do have like payers assigned to them. And then they have a tab of the enrollment request. So that means that all these payers they have sent a request to.
Connor Morley (34:18) Validate.
Maria.Gonzalez (34:18) Or to see if they are enrolled, with the plan?
Connor Morley (34:23) And my question.
Maria.Gonzalez (34:24) to you is like now is once.
Connor Morley (34:27) they approve.
Maria.Gonzalez (34:28) They going into the tab of enrollments?
Connor Morley (34:38) So once the par analysis is complete, if we find out that they are par, if they are participating, then I’m just going to pick a provider that is not an asc housing provider. Really quickly. What would happen is, so C, E, Zhang, if the analysis comes back par and participating that will go into the enrollment, you would get the billing status of active, the practice locations, the lines of business, the par status and the effective date and the revalidation date for that payer.
Connor Morley (35:17) If it’s not par, then it will be a request that’s assigned to the organization admins on whether or not you would want to enroll them with that payer, okay… would be going in and creating a new payer enrollment?
Connor Morley (35:51) We have… provider, we have medicare anthem and Aetna.
Connor Morley (36:09) Any other questions? No, I’m fine. Okay. In addition, I just wanted to cover as well. If you go into a provider profile and you need to look up any kind of verifications, you can go to their verifications tab, and you can view right off the bat. We always do npi and medicare opt out. If we have the information to do board certs, state like licenses or sanction monitoring, we’ll do that as well. And it’ll show on the, if you have a question on a specific provider, it will show on their provider profile. But we can also go to analytics and look up ongoing monitoring. This will alert you if we find any flags with the provider. So anything that comes out of npdb, Sam or oig, or any other sanctions, you can view that as a whole on an organization level in this ongoing monitor tab. And I apologize, it just takes a little a second to load. If you need any sort of printouts to verify that you’ve been doing the ongoing monitoring verifications on a monthly basis, you can download all of this information as a PDF or you can download specifically the NPD verification, the medicare opt out, the Sam oig verifications and things like and things like that on an individual kind of list?
Maria.Gonzalez (38:02) I have a question. If we have a medic, a provider that is opt out of medicare?
Connor Morley (38:08) Would you?
Maria.Gonzalez (38:10) Will medallion will send a notification to us or how that works?
Maria.Gonzalez (38:19) With some of the providers, they don’t want to be part of medicare?
Connor Morley (38:25) Oh, like the medicare opt out?
Maria.Gonzalez (38:28) Yeah.
Connor Morley (38:29) Yeah, that would be on the, our medicare opt out verification that’s how we, so if we… go back to this ongoing monitoring, you would get an email that a provider has opted out of medicare. If it’s if it’s recent and it’s not, you’ll get an email as soon as we kind of do that search. I think it’s on a monthly basis and you’ll be able to see that. And then you can also see the npdb verifications. Is our diagram dispersant for covid. Do I respond?
Connor Morley (39:16) Be able to see we can look and we can kind of filter based on the outcomes.
Sheldon Kennedy (39:45) Thanks, Connor for walking through some of this in the first half. So I think we’re good if we want to get into any implementation updates. I know we’re still waiting on or not. We’re waiting, but the implementation is just based off of us uploading the group profiles, practice profiles, provider profiles, which the team is actively doing now. So those metrics should be coming in to medallion. I’ve been checking them kind of daily and they’re moving in the right direction.
Connor Morley (40:14) Is there anything?
Sheldon Kennedy (40:15) Else from us that’s needed? Or that’s kind of it for now as we continue to roll out?
Connor Morley (40:28) Aside from those missing provider information… Nico, do you need anything else? Sorry, not Nico, Nick.
Connor Morley (40:45) For those few that’s all I need? Okay. That’s it that’s it Sheldon then I think.
Sheldon Kennedy (40:54) we’re good, Susie, Chris, did you guys have anything?
Connor Morley (41:03) I just had to drop, but I don’t have anything specific to this call now. Okay?
Connor Morley (41:16) Keep a lookout for those par analysis tasks as well. Once they start coming in, we do just want to make sure that we make or make a decision on if you would like to make new requests or new payer enrollments for non par providers? Okay?
Sheldon Kennedy (41:39) So, as they come in and then I think we meet again next Monday, so I’ll keep an eye on that and see if there’s anything to report there.
Connor Morley (41:46) All right. Okay. Thanks. Everybody. All right. Thank you guys. Thank you. Bye bye.