BraindumpWeekly Team Meeting on Implementation Updates
Summary:
- The team is discussing the implementation of account health partners, focusing on a legal agreement effective July 20th.
- Pricing updates are required by July 20th, with an internal go-live date set for August 6th.
- Blair and Kenneth are updated on the current contracts, including Ethicon, Zebron, GE, Baxter, and Abbott.
- The customer is transitioning from HPG to Vizient, and GPO IDs are being reviewed with Nathan Waltz.
- A new sales plan named MyTown26 is in progress, with updates needed for accounts.
- Compliance checks for COVID test orders and controlled substances are being organized.
- Judy Tapanon is the new credit representative for new billing accounts, and approvals related to credit are also being discussed.
Content:
Hey, everybody. Happy... What day is it today? Wednesday. Happy Wednesday. I think that everybody that works with Henry Shine this week is on this call. Not everybody. I might have left a person or two off. They're probably not working then. It seems like this week it's either too much work or some people are just gone for the holiday. So I should have been gone. I've seen a lot of auto responses when I send the emails out. Yep. I think everybody who is here before me today, I'm turning over on another call, so I feel apologized.
I think we have just about everybody we need. Did I see Blair? Hey, Blair, thank you for jumping on you and Kenneth both. I know I added you guys a little last minute. Thanks for the invite. All right, so I'm going to go ahead and pop in on our call agenda, and just let me know if you have any questions. So we're going to be reviewing my account health partners. This is our second week working this implementation. And Blair and McKenna, just to review a little bit for you guys, has a legal agreement that goes into effect July 20th, as per some conversations that were had last week with Rosanna and the legal team.
I believe they're wanting a lot of their pricing. Rosanna's wanting us to have their pricing in place by that date. So we do kind of have a little bit of a rush on this one, although our internal go live date wasn't until August 6th, I believe, for our implementation. So just to kind of touch base on that legal piece a little bit and to give Blair and Kenneth a background on what our timeline looks like. Charles, do you have any notes to add as to that conversation with Rosanna? I just want to make sure I'm not missing anything.
Yeah, I actually spoke to the legal yesterday. They wanted us to have a sales plan in play to update pricing now, but because we're having a new bill to and new that bill to, there's no reason for us to have the pricing updated because those what they're attacking doesn't even exist anymore once all these go into effect. So as long as you have the pricing in by the contract date, the 20th of July, we're fine with the new sales plan. We want that new sales plan connected to those new accounts on the 20th, correct? Yep.
Okay. All right. Well, with that being said, I'm going to move through some of the things that we're working on just to kind of talk about that timeline and make sure that we're on track and see what we can do to be on track even more if possible. So first I wanted to kind of connect with Natalia. And Natalia, I just wondered if you have any kind of timeline on the sales plan creation. I have it ready. I wasn't sure if I should have it submit the same work bill to us to come or just when Charles and Peter get ready for it, we can just, because I'll have the effective date set to July 20th so that it doesn't go into effect until that time.
I do have the new billing account created, Natalia, if you would want to go ahead and do that. I have all the new accounts that created already. Okay, I'll put that new bill to you. I'll make sure to provide it to you after our call so that it'll be in our call agenda, but I'll send it to you separately so it doesn't get lost. Awesome. Thank you so much. Problem. Can you tell me the name of that new sales plan? It should be MyTown26. So we don't have a character limit there, huh? Oh, shoot. I'll provide for you after this.
If we have to change it. Oh, I don't know if there's a... Because normally they are a little shorter. No, you're right, though. I want to make sure that it will be okay. I have to check. Yeah, just let me know and I'll... I'll go ahead, Blair. I was going to say, I'm trying to look in eSystems so I can get you guys the character count because I know that coincidentally, Kenneth also has another account with a very long sales plan ID. I can't remember what the exact character limit is. It is an eight-character limit.
Eight characters. In eSystems, at least. Oh, eight characters would be perfect for MyTown26. Yep. Perfect. So we'll use it, right? Great. Let's do it. All right, Natalia, while I still have you off mute, I'm going to just ask another question. So we do have the monthly PCN. I'm sure you haven't already created that, but if you could just keep me included when you do, that way I can kind of just update my notes and not ask you about it if it hasn't done. Absolutely. Awesome. Thank you so much. All right, so I'm going to move on from you and I'm going to touch on rostering and contracts, which Blair and Kenneth, this will be a little bit more you guys.
So the customer is currently on HPG and they will be moving to Vizient. I am working with the Vizient rep, Nathan Waltz, to check on our GPO IDs and make sure every account has one. We're running the existing accounts through the GPO enrollments team right now just to also check what's currently coded internally as far as pharma rostering and rostering. I have not received a response from our GPO team yet, but Nathan and I have went back and forth a little and I got an email from him before this call and unfortunately I was in another call, so I wasn't able to review that, but I did see where he was talking about a few accounts.
So Charles, I will review that and just try to work with him to clean that up a little bit and identify any gaps. So right now I don't think there's any action items, just letting you know where I am. And as far as Blair and Kenneth, on our agenda, there were a few contracts. We had Ethicon, Zebron, GE, Baxter, and Abbott, just a few that I know take a little bit longer for connection. So just wanted to call those out to you guys and see if there's anything I can do to help us be proactive there.
Okay, well would you like for Kenneth to do the rosters scrub in place of GPO enrollment desk just so that he has his hands in it from the beginning? He can go through and validate what's the cross-reference. And I've seen in one of the emails that they'll be ordering, so it's like med-surg pharmacy and vaccines. Do we need to review for vaccine suppliers? Is that something that's in their priorities? We did have that on our list as a priority to check their eligibility for vaccines. I did not confirm with sales whether they would be ordering their vaccines through GSK, Merck, or Sanofi, or Abacus.
So if we could get confirmation on that, that would be great if you guys could check for the eligibility. Okay, yeah, he could do the roster scrub to make sure they're all on Vizient as they should be. There are all pharmacy eligible. Any identifiers are located anywhere additional identifiers are needed could be communicated back to you and Nathan, as well as, I see where it says that the low contracts were on a quote that may be time-sensitive, so is there specific EpiCon, Z-Bron, GE items that were on this quote that we need to ensure matches the cost that was on the quote that was given to them so we know what contract we're striving for?
Would it help at all if I provided you guys with a copy of the profit model so you were able to review that? Yeah, he could do the roster scrub to make sure they're all on Vizient as they should be. They're all pharmacy eligible. Any identifiers are located anywhere additional identifiers are needed could be communicated back to you and Nathan, as well as, I see where it says that the low contracts were on a quote that may be time-sensitive, so is there specific EpiCon, Z-Bron, GE items that were on this quote that we need to ensure matches the cost that was on the quote that was given to them so we know what contract we're striving for?
I would say let's continue to work through them because the customer already had a working relationship with the Vizient partner, the Provista partner that they had in the previous life, so they trust everything that goes through that partner of Provista to continue to go through them. We had a call with the customer yesterday and Provista at the same time, and that's the direction we wanted to take you to keep going. Okay, perfect. We'll make sure to make a note of that once the roster scrub is done and there's any action items. I heard the word Abacus.
Charles, for those that are going to be forwarding, we are utilizing Abacus, correct? Yeah, that's not going to change and it shouldn't end. I don't think that, I mean, because it's the same ordering process. They have the same PIN numbers. Now all of the under my account is not using Abacus. That's something for the future. That's all the customers that have Abacus now will continue to have Abacus. But for those, I was just going to ask, do you want me to check all four vaccine suppliers at once? So, I apologize if my knowledge of Abacus isn't quite so vast as I haven't had any personal experience with Abacus, but I was under the impression that Abacus had their own contracts with the different suppliers.
GSK, Abacus. Okay. So, as the account's being eligible for it or not. That's all he's verifying. The Louisiana group has Abacus, right? In particular? They do, and I know Texas does. Okay, so let's just set this up just for like a roadmap in regards to maybe seeing the differences. The groups out of Louisiana definitely have Abacus. So, if you want to use it as a reference point, I don't know if that helps in your execution of everything, but you can use that as a reference point. So, yeah, just Abacus. I guess the bottom line, just not to beat a dead horse here, but to create consistency, if there are 65 locations, I just want to make sure that if we're seeing a... groove, it's not on abacus, that we want to make sure that, you know, assuming they're going to order vaccines.
Now, you know, some of these sites, and not to get in the weeds, but some of these sites do, they don't pay for vaccines, the vaccines come, you know, it's like a rental reagent kind of thing. Those, obviously, we would need to know, but all the sites that are going to be ordering vaccines, we want them to be consistently paired with the abacus. So that's above and beyond just visiting it, if any of that makes sense. I think I may have an answer here. Ms. Debbie was helping me with a little bit. So she advised that we can actually check with Nick Wong to see which locations are currently using abacus.
So I can send that email and get that, and then make sure that Blair and Kenneth have a copy of that, that way we just, all of us can see which ones are already using abacus and which ones are not, and that might be helpful a little bit. It would be very helpful. And I'll just conclude this subject, which is Nick and that group at abacus does a phenomenal job of a lot of heavy lifting on ones that are not currently connected to getting hen numbers, which is information I know that will be beneficial to everyone.
Okay, and Blair and Kenneth, I'll just include you guys on that email, that way you guys can see the correspondence and if it affects your workflow at all, you'll be aware as far as like what you're checking for and things like that. Perfect, thank you. Perfect, thank you. Yeah, no problem. Hopefully that concludes our abacus talk for this call, because I think it's a little new for everybody sometimes. So if nobody has any questions revolving around rostering and contracts, I'll move on a little bit. So as far as our account setup goes, there are a few locations, Charles, that I may send you an address to advise on those accounts that should be closed with what Nathan Walsh was letting us know, which I know I sent you a separate email where I'm trying to confirm on those accounts that should be closed for the customer, but I'll just follow up on that GTO email so that we can send you the conversation and loop in the GTO comments on it.
But if you have any questions or roadblocks as to deciding which ones need to be closed, I can set up a separate call so that we don't hold up the whole group for that conversation. Okay, and I did respond to your email in regards to the GTO. Yes, and we wanted to keep those, or those were... I did see your email, so I'll review that. It's just that other group of accounts that the customer had already stated needed to be closed. Some of those did come back on Nathan's roster review where he was saying, I asked them to add them and he said the customer's said they were closed.
So my guess is they do need to be closed if GTO is saying so as well, but we'll touch base on that through email. Okay. All right, and then as far as credit goes, we do have the new billing account set up with all locations set up underneath it. It looks like our credit rep for the new locations is going to be Judy Tapanon. So I'm going to try to see if I can get them to join our calls moving forward. That way we can have discussions around how that new billing will work. As far as the existing accounts, Charles, you and I are working on that spreadsheet where we're going to show all open balances.
I'm going to update that today as we've gotten a little more. As far as open balances, so that'll be a work in progress. As we talked about before, you know, it'll probably have to be worked all the way up until the time of seeing as they'll continue to order. So that'll be a conversation we continue to have throughout the implementation, but do you have any questions as far as credit and open balances and approvals and all of that go right now? From a credit perspective, what are they going to need because they don't have audited financials right now?
I guess I'll get with you in regards to what would they require them to provide so we can start getting this ball moving because they're ready to provide whatever they need outside of the audited financials. Of course, I do believe that having the CLR form completed for this new billing account couldn't hurt, especially since we don't have audited financials, which we know is typically needed to create a credit limit of over $300,000. So I would suggest that if the customer is getting us to send a CLR form to me while we kind of get in contact with Judy and let them know what is going on with this customer, that could definitely help get us a head start.
Okay, Tony, do you have a copy of that CLR form? Because I don't have one. I'll send me forward it to me, I think. Yeah, sorry. I was going to say as far as credit, I know without financials, the most they'll raise it is $100,000 and that's with just like a bank reference. So just to give you a heads up on that. So anything over that would have to, they'd at least have to have their 2025 audited financials. They prefer two years, but if you can get their 2025 at least, I know they're pretty good with trying to work with that as well.
Did I not see on the summary that their current credit limit was $340,000? Did I see that? That's the existing credit line. Tony and I think I touched on this a little last week that that is the combination of all credit lines that are currently existing for the My Town group. So I took all the existing bill twos, looked at their credit lines and added them up. Sometimes that helps reference for the credit reps what their current credit limit is for all. So it kind of is a good reference as to what we might need.
But that doesn't mean that they'll accept that as a replacement for audit financials. And who was the, I'm not familiar with that credit rep, Judy, what was the last name? That is one of the new consultant credit reps, so I don't think it would be somebody we're familiar with. Judy Tapanon, T-A-P-A-N-A-N. And seeing as that's a newer credit consultant, I could always include their supervisor too just to make sure that we're getting the most. I'm just curious, do we have anybody, I don't know the answer to this, do we have anybody that's still stateside that's like in management from AR?
It looks like Freddie Mann is... Freddie's still here? It looks like right now I see him still in the system. So with him, let me see actually, because it's him first, he might not be. Yeah, I'm working with Kim Percy on another one as well. So Kim might be who we need to reach out to because I'm not sure that Freddie is here actually. I didn't think Freddie was, but if Kim could, yeah, if we could touch base with Kim, that'd be great. No, Tony, I can send an email to Kim after our call and just kind of concern.
And no, I'm not sure that it's okay to just attack Kim with all of my deals since she's pretty much all that we have. So I've been trying to avoid that if I can, but I understand needing it for this one. So I will send an email to Kim and let her know the current structure and what our plan is and just see if she could advise what our best support would be, which I have requested from her on another deal and she didn't really have the answer for me, so I'm not promising we'll get an answer for something, which is better than nothing.
Did I not see on the summary that their current credit limit was 340? Did I see that? It's this same credit. That's the existing credit line. Tony and I think I touched on this a little last week, that that is the combination of all credit lines that are currently existing for the MyTown group. So I took all the existing bill twos, looked at their credit lines, and added them up. Sometimes that helps reference for the credit reps what their current credit limit is for all bill. So it kind of is a good reference as to what we might need.
But that doesn't mean that they'll accept that as a replacement for audit financials. And who was the, I'm not familiar with that credit rep, Judy, what was the last name? That is one of the new consultant credit reps, so I don't think it would be somebody we're familiar with. Judy Tapanon, T-A-P-A-N-A-N. And seeing as that's a newer credit consultant, I could always include their supervisor too just to make sure that we're getting the most. I'm just curious, do we have anybody, I don't know the answer to this, do we have anybody that's still stateside that's like in management from AR?
It looks like Freddie Mann is... Freddie's still here? It looks like right now I see him still in the system. So with him, let me see actually because it's him first, he might not be. Yeah, I'm working with Kim Percy on another one as well. So Kim might be who we need to reach out to because I'm not sure that Freddie is here actually. I didn't think Freddie was, but if Kim could, yeah, if we could touch base with Kim, that would be great. No, Tony, I can send an email to Kim after our call and just kind of concern.
I know, I'm not sure that it's okay to just attack him with all of my deals since she's pretty much all that we have. So I've been trying to avoid that if I can, but I understand needing it for this one. So I will send an email to Kim and let her know the current structure and what our plan is and just Tony, I've requested from Troy to give us updates on what's going on internally with support. I haven't gotten that back yet, but as soon as I get that, that might give us an answer as well.
Okay, thanks, Kim. And Tony, I know our managed team, Michael Mann and higher, are waiting to hear answers as well. They've requested multiple times, so our teams are literally just waiting for answers, unfortunately. Okay, thank you. I will say for the other one, I love to count on. She's quick with answers as far as, like, balances and approvals and what we can do, so she'll definitely help with that piece. It's just the consistent support on every... It's hard to have somebody consistent on your own calls that isn't a consultant. I'm happy to help if she's getting some responses.
But we'll move on from credit because I think we could all dig in this hole for a little while and we don't... I did send our existing account listing over to Jesslyn, who is our verifications contact. She's going to approve that currently to see if the things have licensing and which ones don't. I will also provide her a copy of our new thing, so our new account. As soon as she's complete with her review, I will provide you guys with the gaps that she found so that we can try to help fill those with the customer.
But Jesslyn, if you have any questions... Hold for a second. No, Kim, I don't have any questions. I haven't got a chance to go through the listing, so once I do, I'll let you guys know what I see. And we'll go from there. As far as we all know, are they going to be ordering any special attention, like COVID items or controlled substances that need additional information? Yes, well, specifically COVID, yes. There's going to be sites that are coming on board that have not been a part of these guys or part of the Henry Schein partnership.
So those sites, I'm sure, will be needing that. That clear license. Okay, so I'll proactively check for those, make sure that they're added on. And if I can't find anything, I'll let you guys know what sites I couldn't find and what sites I could find once I've looked at that listing. Yeah, and just, I'm not aware of any controlled substances that these guys would be ordering, so I'm going to say no to controlled substances at this point. Okay, sounds good. That's one last thing to check for, so that's good to know. If by any chance I do see something that comes across from the older accounts, that reflects on the older accounts that we should probably have added to the new accounts, I'll let you guys know because unfortunately we can't transfer between accounts the controlled substance form, so a new form would have to be completed.
But again, I'll let you guys know what I see. So, just put that in the bed. So are you, so you're going to, can you run a report on the sites that are visible to you to see who, for example, testosterone, if a site's ordered, say, testosterone, you'll see that? Mm-hmm. Okay, perfect. Jesslyn, one thing that Tony asked last week, and I just don't want to skip over it, he did ask, will the customer need to fill out any additional paperwork to have those clearances transferred from their existing accounts to the new accounts? Not for the clearances.
The clearances are fine because it's attached to the address and the business name. So as long as that information kind of, nope, it would just be added on. It's just the controlled substance forms. But with the COVID test, for these, as they are new sites, at least the way our system looks at it, do we need to create a, I know the lab team has done, like, blanket acknowledgements. Oh, like the click-through process? Yeah, like the click acknowledgement. I'm not sure. I'm not sure how the click-through works. That's not my department. So I would reach out to the lab team just to get a little bit of clarification on that.
Are you saying, Jesslyn, just to recap, you're saying reach out to the lab team to make sure that the customer won't have to do a new click-through when we transfer those accounts, those licensings from accounts? Okay. That's going to be very important because that's probably one of the number one things that they order. And, you know, I just want to make sure that we eyes across the board on that because my gut feeling here is that when we move all these 65 new locations that we're going to have to do a blanket acknowledgement from my account that says, you know, we acknowledge that this is a COVID test.
Mm-hmm. Yeah, I would check with the lab team, Cheyenne. I think I might have a contact. I'll look for it and I'll send it over to you just so that way they can answer that for you because unfortunately I don't know the answer to that. No, it's great to at least know where to get it from if you don't know how to answer it. So thank you for that. And I'll reach out to the lab team and confirm on that for you, Tony and Charles, and make sure you guys are included. All right. Thank you, Jess.
You're welcome. All right, moving on from verifications, I'm just going to touch on inventory real quick to say that Aaron, I have sent over a copy of the profit one template. I got to stop saying that. I sent a copy of the one template and she will be reviewing to give you guys a basic SKU based on the hypotheticals that were done within the one template. But Aaron, do you have any questions or anything before I move on? Nope, I need to get into a little bit more and then if anything comes up or anything of concern, I'll let everybody know.
The last piece I wanted to touch on is the ordering method, which Tony, I know I saw your email the other day. So I kind of just wanted to review real quick. The customer is currently split up between one web and get. My management has sent an email over to the team managing the migrations right now and asked them to please not move our accounts from one web over to get the next six weeks to make sure that the customer doesn't experience multiple changes. So we have made that request. The next request that we'll make is the ones that are currently set up to be moved from one web to get as a part of the migration.
So we're happy. Before I submit the request. Go ahead, Charles. I'm sorry. No, that's okay. I kind of have a feel, so I wanted to. That's for the new accounts to move from one web to get. We want to have their users set up as appropriately as we can so that when they move, they're set up accurately on get as well. So Tony and Charles, if you guys could get me that web user template back so that I know what users they'll need for this group, that would be the thing that helps us a lot there.
Charles, listen, you should have that, right? Yeah, with the information that we provided with the ship to locations, it had all the web users on it. It did on that original sheet, didn't it? Yes, ma'am. Thank you, guys. You know what I had? I had completely forgot. I can bounce that information against the template and make sure that everything is included. Take me very long. And if I'm missing anything, I'll reach. Thank you for reminding me. I completely forgot that was on our original sheet because I didn't utilize it in the beginning, but I'll create those users and then we'll submit that second request.
So, super helpful, and I think that's all that we really need as far as the ordering method goes right now. So, I've looped around to the end of my agenda. I don't have any further questions. Do you, Charles or Tony, need anything else or have further questions? Not at the moment, but stay tuned. We will. All right, well, I hope you have a safe and enjoyable holiday weekend, and I will see you all next week. All right, you too. Thank you. Thank you. Thank you. Bye-bye. Bye-bye.
- The team is discussing the implementation of account health partners, focusing on a legal agreement effective July 20th.
- Pricing updates are required by July 20th, with an internal go-live date set for August 6th.
- Blair and Kenneth are updated on the current contracts, including Ethicon, Zebron, GE, Baxter, and Abbott.
- The customer is transitioning from HPG to Vizient, and GPO IDs are being reviewed with Nathan Waltz.
- A new sales plan named MyTown26 is in progress, with updates needed for accounts.
- Compliance checks for COVID test orders and controlled substances are being organized.
- Judy Tapanon is the new credit representative for new billing accounts, and approvals related to credit are also being discussed.
Content:
Hey, everybody. Happy... What day is it today? Wednesday. Happy Wednesday. I think that everybody that works with Henry Shine this week is on this call. Not everybody. I might have left a person or two off. They're probably not working then. It seems like this week it's either too much work or some people are just gone for the holiday. So I should have been gone. I've seen a lot of auto responses when I send the emails out. Yep. I think everybody who is here before me today, I'm turning over on another call, so I feel apologized.
I think we have just about everybody we need. Did I see Blair? Hey, Blair, thank you for jumping on you and Kenneth both. I know I added you guys a little last minute. Thanks for the invite. All right, so I'm going to go ahead and pop in on our call agenda, and just let me know if you have any questions. So we're going to be reviewing my account health partners. This is our second week working this implementation. And Blair and McKenna, just to review a little bit for you guys, has a legal agreement that goes into effect July 20th, as per some conversations that were had last week with Rosanna and the legal team.
I believe they're wanting a lot of their pricing. Rosanna's wanting us to have their pricing in place by that date. So we do kind of have a little bit of a rush on this one, although our internal go live date wasn't until August 6th, I believe, for our implementation. So just to kind of touch base on that legal piece a little bit and to give Blair and Kenneth a background on what our timeline looks like. Charles, do you have any notes to add as to that conversation with Rosanna? I just want to make sure I'm not missing anything.
Yeah, I actually spoke to the legal yesterday. They wanted us to have a sales plan in play to update pricing now, but because we're having a new bill to and new that bill to, there's no reason for us to have the pricing updated because those what they're attacking doesn't even exist anymore once all these go into effect. So as long as you have the pricing in by the contract date, the 20th of July, we're fine with the new sales plan. We want that new sales plan connected to those new accounts on the 20th, correct? Yep.
Okay. All right. Well, with that being said, I'm going to move through some of the things that we're working on just to kind of talk about that timeline and make sure that we're on track and see what we can do to be on track even more if possible. So first I wanted to kind of connect with Natalia. And Natalia, I just wondered if you have any kind of timeline on the sales plan creation. I have it ready. I wasn't sure if I should have it submit the same work bill to us to come or just when Charles and Peter get ready for it, we can just, because I'll have the effective date set to July 20th so that it doesn't go into effect until that time.
I do have the new billing account created, Natalia, if you would want to go ahead and do that. I have all the new accounts that created already. Okay, I'll put that new bill to you. I'll make sure to provide it to you after our call so that it'll be in our call agenda, but I'll send it to you separately so it doesn't get lost. Awesome. Thank you so much. Problem. Can you tell me the name of that new sales plan? It should be MyTown26. So we don't have a character limit there, huh? Oh, shoot. I'll provide for you after this.
If we have to change it. Oh, I don't know if there's a... Because normally they are a little shorter. No, you're right, though. I want to make sure that it will be okay. I have to check. Yeah, just let me know and I'll... I'll go ahead, Blair. I was going to say, I'm trying to look in eSystems so I can get you guys the character count because I know that coincidentally, Kenneth also has another account with a very long sales plan ID. I can't remember what the exact character limit is. It is an eight-character limit.
Eight characters. In eSystems, at least. Oh, eight characters would be perfect for MyTown26. Yep. Perfect. So we'll use it, right? Great. Let's do it. All right, Natalia, while I still have you off mute, I'm going to just ask another question. So we do have the monthly PCN. I'm sure you haven't already created that, but if you could just keep me included when you do, that way I can kind of just update my notes and not ask you about it if it hasn't done. Absolutely. Awesome. Thank you so much. All right, so I'm going to move on from you and I'm going to touch on rostering and contracts, which Blair and Kenneth, this will be a little bit more you guys.
So the customer is currently on HPG and they will be moving to Vizient. I am working with the Vizient rep, Nathan Waltz, to check on our GPO IDs and make sure every account has one. We're running the existing accounts through the GPO enrollments team right now just to also check what's currently coded internally as far as pharma rostering and rostering. I have not received a response from our GPO team yet, but Nathan and I have went back and forth a little and I got an email from him before this call and unfortunately I was in another call, so I wasn't able to review that, but I did see where he was talking about a few accounts.
So Charles, I will review that and just try to work with him to clean that up a little bit and identify any gaps. So right now I don't think there's any action items, just letting you know where I am. And as far as Blair and Kenneth, on our agenda, there were a few contracts. We had Ethicon, Zebron, GE, Baxter, and Abbott, just a few that I know take a little bit longer for connection. So just wanted to call those out to you guys and see if there's anything I can do to help us be proactive there.
Okay, well would you like for Kenneth to do the rosters scrub in place of GPO enrollment desk just so that he has his hands in it from the beginning? He can go through and validate what's the cross-reference. And I've seen in one of the emails that they'll be ordering, so it's like med-surg pharmacy and vaccines. Do we need to review for vaccine suppliers? Is that something that's in their priorities? We did have that on our list as a priority to check their eligibility for vaccines. I did not confirm with sales whether they would be ordering their vaccines through GSK, Merck, or Sanofi, or Abacus.
So if we could get confirmation on that, that would be great if you guys could check for the eligibility. Okay, yeah, he could do the roster scrub to make sure they're all on Vizient as they should be. There are all pharmacy eligible. Any identifiers are located anywhere additional identifiers are needed could be communicated back to you and Nathan, as well as, I see where it says that the low contracts were on a quote that may be time-sensitive, so is there specific EpiCon, Z-Bron, GE items that were on this quote that we need to ensure matches the cost that was on the quote that was given to them so we know what contract we're striving for?
Would it help at all if I provided you guys with a copy of the profit model so you were able to review that? Yeah, he could do the roster scrub to make sure they're all on Vizient as they should be. They're all pharmacy eligible. Any identifiers are located anywhere additional identifiers are needed could be communicated back to you and Nathan, as well as, I see where it says that the low contracts were on a quote that may be time-sensitive, so is there specific EpiCon, Z-Bron, GE items that were on this quote that we need to ensure matches the cost that was on the quote that was given to them so we know what contract we're striving for?
I would say let's continue to work through them because the customer already had a working relationship with the Vizient partner, the Provista partner that they had in the previous life, so they trust everything that goes through that partner of Provista to continue to go through them. We had a call with the customer yesterday and Provista at the same time, and that's the direction we wanted to take you to keep going. Okay, perfect. We'll make sure to make a note of that once the roster scrub is done and there's any action items. I heard the word Abacus.
Charles, for those that are going to be forwarding, we are utilizing Abacus, correct? Yeah, that's not going to change and it shouldn't end. I don't think that, I mean, because it's the same ordering process. They have the same PIN numbers. Now all of the under my account is not using Abacus. That's something for the future. That's all the customers that have Abacus now will continue to have Abacus. But for those, I was just going to ask, do you want me to check all four vaccine suppliers at once? So, I apologize if my knowledge of Abacus isn't quite so vast as I haven't had any personal experience with Abacus, but I was under the impression that Abacus had their own contracts with the different suppliers.
GSK, Abacus. Okay. So, as the account's being eligible for it or not. That's all he's verifying. The Louisiana group has Abacus, right? In particular? They do, and I know Texas does. Okay, so let's just set this up just for like a roadmap in regards to maybe seeing the differences. The groups out of Louisiana definitely have Abacus. So, if you want to use it as a reference point, I don't know if that helps in your execution of everything, but you can use that as a reference point. So, yeah, just Abacus. I guess the bottom line, just not to beat a dead horse here, but to create consistency, if there are 65 locations, I just want to make sure that if we're seeing a... groove, it's not on abacus, that we want to make sure that, you know, assuming they're going to order vaccines.
Now, you know, some of these sites, and not to get in the weeds, but some of these sites do, they don't pay for vaccines, the vaccines come, you know, it's like a rental reagent kind of thing. Those, obviously, we would need to know, but all the sites that are going to be ordering vaccines, we want them to be consistently paired with the abacus. So that's above and beyond just visiting it, if any of that makes sense. I think I may have an answer here. Ms. Debbie was helping me with a little bit. So she advised that we can actually check with Nick Wong to see which locations are currently using abacus.
So I can send that email and get that, and then make sure that Blair and Kenneth have a copy of that, that way we just, all of us can see which ones are already using abacus and which ones are not, and that might be helpful a little bit. It would be very helpful. And I'll just conclude this subject, which is Nick and that group at abacus does a phenomenal job of a lot of heavy lifting on ones that are not currently connected to getting hen numbers, which is information I know that will be beneficial to everyone.
Okay, and Blair and Kenneth, I'll just include you guys on that email, that way you guys can see the correspondence and if it affects your workflow at all, you'll be aware as far as like what you're checking for and things like that. Perfect, thank you. Perfect, thank you. Yeah, no problem. Hopefully that concludes our abacus talk for this call, because I think it's a little new for everybody sometimes. So if nobody has any questions revolving around rostering and contracts, I'll move on a little bit. So as far as our account setup goes, there are a few locations, Charles, that I may send you an address to advise on those accounts that should be closed with what Nathan Walsh was letting us know, which I know I sent you a separate email where I'm trying to confirm on those accounts that should be closed for the customer, but I'll just follow up on that GTO email so that we can send you the conversation and loop in the GTO comments on it.
But if you have any questions or roadblocks as to deciding which ones need to be closed, I can set up a separate call so that we don't hold up the whole group for that conversation. Okay, and I did respond to your email in regards to the GTO. Yes, and we wanted to keep those, or those were... I did see your email, so I'll review that. It's just that other group of accounts that the customer had already stated needed to be closed. Some of those did come back on Nathan's roster review where he was saying, I asked them to add them and he said the customer's said they were closed.
So my guess is they do need to be closed if GTO is saying so as well, but we'll touch base on that through email. Okay. All right, and then as far as credit goes, we do have the new billing account set up with all locations set up underneath it. It looks like our credit rep for the new locations is going to be Judy Tapanon. So I'm going to try to see if I can get them to join our calls moving forward. That way we can have discussions around how that new billing will work. As far as the existing accounts, Charles, you and I are working on that spreadsheet where we're going to show all open balances.
I'm going to update that today as we've gotten a little more. As far as open balances, so that'll be a work in progress. As we talked about before, you know, it'll probably have to be worked all the way up until the time of seeing as they'll continue to order. So that'll be a conversation we continue to have throughout the implementation, but do you have any questions as far as credit and open balances and approvals and all of that go right now? From a credit perspective, what are they going to need because they don't have audited financials right now?
I guess I'll get with you in regards to what would they require them to provide so we can start getting this ball moving because they're ready to provide whatever they need outside of the audited financials. Of course, I do believe that having the CLR form completed for this new billing account couldn't hurt, especially since we don't have audited financials, which we know is typically needed to create a credit limit of over $300,000. So I would suggest that if the customer is getting us to send a CLR form to me while we kind of get in contact with Judy and let them know what is going on with this customer, that could definitely help get us a head start.
Okay, Tony, do you have a copy of that CLR form? Because I don't have one. I'll send me forward it to me, I think. Yeah, sorry. I was going to say as far as credit, I know without financials, the most they'll raise it is $100,000 and that's with just like a bank reference. So just to give you a heads up on that. So anything over that would have to, they'd at least have to have their 2025 audited financials. They prefer two years, but if you can get their 2025 at least, I know they're pretty good with trying to work with that as well.
Did I not see on the summary that their current credit limit was $340,000? Did I see that? That's the existing credit line. Tony and I think I touched on this a little last week that that is the combination of all credit lines that are currently existing for the My Town group. So I took all the existing bill twos, looked at their credit lines and added them up. Sometimes that helps reference for the credit reps what their current credit limit is for all. So it kind of is a good reference as to what we might need.
But that doesn't mean that they'll accept that as a replacement for audit financials. And who was the, I'm not familiar with that credit rep, Judy, what was the last name? That is one of the new consultant credit reps, so I don't think it would be somebody we're familiar with. Judy Tapanon, T-A-P-A-N-A-N. And seeing as that's a newer credit consultant, I could always include their supervisor too just to make sure that we're getting the most. I'm just curious, do we have anybody, I don't know the answer to this, do we have anybody that's still stateside that's like in management from AR?
It looks like Freddie Mann is... Freddie's still here? It looks like right now I see him still in the system. So with him, let me see actually, because it's him first, he might not be. Yeah, I'm working with Kim Percy on another one as well. So Kim might be who we need to reach out to because I'm not sure that Freddie is here actually. I didn't think Freddie was, but if Kim could, yeah, if we could touch base with Kim, that'd be great. No, Tony, I can send an email to Kim after our call and just kind of concern.
And no, I'm not sure that it's okay to just attack Kim with all of my deals since she's pretty much all that we have. So I've been trying to avoid that if I can, but I understand needing it for this one. So I will send an email to Kim and let her know the current structure and what our plan is and just see if she could advise what our best support would be, which I have requested from her on another deal and she didn't really have the answer for me, so I'm not promising we'll get an answer for something, which is better than nothing.
Did I not see on the summary that their current credit limit was 340? Did I see that? It's this same credit. That's the existing credit line. Tony and I think I touched on this a little last week, that that is the combination of all credit lines that are currently existing for the MyTown group. So I took all the existing bill twos, looked at their credit lines, and added them up. Sometimes that helps reference for the credit reps what their current credit limit is for all bill. So it kind of is a good reference as to what we might need.
But that doesn't mean that they'll accept that as a replacement for audit financials. And who was the, I'm not familiar with that credit rep, Judy, what was the last name? That is one of the new consultant credit reps, so I don't think it would be somebody we're familiar with. Judy Tapanon, T-A-P-A-N-A-N. And seeing as that's a newer credit consultant, I could always include their supervisor too just to make sure that we're getting the most. I'm just curious, do we have anybody, I don't know the answer to this, do we have anybody that's still stateside that's like in management from AR?
It looks like Freddie Mann is... Freddie's still here? It looks like right now I see him still in the system. So with him, let me see actually because it's him first, he might not be. Yeah, I'm working with Kim Percy on another one as well. So Kim might be who we need to reach out to because I'm not sure that Freddie is here actually. I didn't think Freddie was, but if Kim could, yeah, if we could touch base with Kim, that would be great. No, Tony, I can send an email to Kim after our call and just kind of concern.
I know, I'm not sure that it's okay to just attack him with all of my deals since she's pretty much all that we have. So I've been trying to avoid that if I can, but I understand needing it for this one. So I will send an email to Kim and let her know the current structure and what our plan is and just Tony, I've requested from Troy to give us updates on what's going on internally with support. I haven't gotten that back yet, but as soon as I get that, that might give us an answer as well.
Okay, thanks, Kim. And Tony, I know our managed team, Michael Mann and higher, are waiting to hear answers as well. They've requested multiple times, so our teams are literally just waiting for answers, unfortunately. Okay, thank you. I will say for the other one, I love to count on. She's quick with answers as far as, like, balances and approvals and what we can do, so she'll definitely help with that piece. It's just the consistent support on every... It's hard to have somebody consistent on your own calls that isn't a consultant. I'm happy to help if she's getting some responses.
But we'll move on from credit because I think we could all dig in this hole for a little while and we don't... I did send our existing account listing over to Jesslyn, who is our verifications contact. She's going to approve that currently to see if the things have licensing and which ones don't. I will also provide her a copy of our new thing, so our new account. As soon as she's complete with her review, I will provide you guys with the gaps that she found so that we can try to help fill those with the customer.
But Jesslyn, if you have any questions... Hold for a second. No, Kim, I don't have any questions. I haven't got a chance to go through the listing, so once I do, I'll let you guys know what I see. And we'll go from there. As far as we all know, are they going to be ordering any special attention, like COVID items or controlled substances that need additional information? Yes, well, specifically COVID, yes. There's going to be sites that are coming on board that have not been a part of these guys or part of the Henry Schein partnership.
So those sites, I'm sure, will be needing that. That clear license. Okay, so I'll proactively check for those, make sure that they're added on. And if I can't find anything, I'll let you guys know what sites I couldn't find and what sites I could find once I've looked at that listing. Yeah, and just, I'm not aware of any controlled substances that these guys would be ordering, so I'm going to say no to controlled substances at this point. Okay, sounds good. That's one last thing to check for, so that's good to know. If by any chance I do see something that comes across from the older accounts, that reflects on the older accounts that we should probably have added to the new accounts, I'll let you guys know because unfortunately we can't transfer between accounts the controlled substance form, so a new form would have to be completed.
But again, I'll let you guys know what I see. So, just put that in the bed. So are you, so you're going to, can you run a report on the sites that are visible to you to see who, for example, testosterone, if a site's ordered, say, testosterone, you'll see that? Mm-hmm. Okay, perfect. Jesslyn, one thing that Tony asked last week, and I just don't want to skip over it, he did ask, will the customer need to fill out any additional paperwork to have those clearances transferred from their existing accounts to the new accounts? Not for the clearances.
The clearances are fine because it's attached to the address and the business name. So as long as that information kind of, nope, it would just be added on. It's just the controlled substance forms. But with the COVID test, for these, as they are new sites, at least the way our system looks at it, do we need to create a, I know the lab team has done, like, blanket acknowledgements. Oh, like the click-through process? Yeah, like the click acknowledgement. I'm not sure. I'm not sure how the click-through works. That's not my department. So I would reach out to the lab team just to get a little bit of clarification on that.
Are you saying, Jesslyn, just to recap, you're saying reach out to the lab team to make sure that the customer won't have to do a new click-through when we transfer those accounts, those licensings from accounts? Okay. That's going to be very important because that's probably one of the number one things that they order. And, you know, I just want to make sure that we eyes across the board on that because my gut feeling here is that when we move all these 65 new locations that we're going to have to do a blanket acknowledgement from my account that says, you know, we acknowledge that this is a COVID test.
Mm-hmm. Yeah, I would check with the lab team, Cheyenne. I think I might have a contact. I'll look for it and I'll send it over to you just so that way they can answer that for you because unfortunately I don't know the answer to that. No, it's great to at least know where to get it from if you don't know how to answer it. So thank you for that. And I'll reach out to the lab team and confirm on that for you, Tony and Charles, and make sure you guys are included. All right. Thank you, Jess.
You're welcome. All right, moving on from verifications, I'm just going to touch on inventory real quick to say that Aaron, I have sent over a copy of the profit one template. I got to stop saying that. I sent a copy of the one template and she will be reviewing to give you guys a basic SKU based on the hypotheticals that were done within the one template. But Aaron, do you have any questions or anything before I move on? Nope, I need to get into a little bit more and then if anything comes up or anything of concern, I'll let everybody know.
The last piece I wanted to touch on is the ordering method, which Tony, I know I saw your email the other day. So I kind of just wanted to review real quick. The customer is currently split up between one web and get. My management has sent an email over to the team managing the migrations right now and asked them to please not move our accounts from one web over to get the next six weeks to make sure that the customer doesn't experience multiple changes. So we have made that request. The next request that we'll make is the ones that are currently set up to be moved from one web to get as a part of the migration.
So we're happy. Before I submit the request. Go ahead, Charles. I'm sorry. No, that's okay. I kind of have a feel, so I wanted to. That's for the new accounts to move from one web to get. We want to have their users set up as appropriately as we can so that when they move, they're set up accurately on get as well. So Tony and Charles, if you guys could get me that web user template back so that I know what users they'll need for this group, that would be the thing that helps us a lot there.
Charles, listen, you should have that, right? Yeah, with the information that we provided with the ship to locations, it had all the web users on it. It did on that original sheet, didn't it? Yes, ma'am. Thank you, guys. You know what I had? I had completely forgot. I can bounce that information against the template and make sure that everything is included. Take me very long. And if I'm missing anything, I'll reach. Thank you for reminding me. I completely forgot that was on our original sheet because I didn't utilize it in the beginning, but I'll create those users and then we'll submit that second request.
So, super helpful, and I think that's all that we really need as far as the ordering method goes right now. So, I've looped around to the end of my agenda. I don't have any further questions. Do you, Charles or Tony, need anything else or have further questions? Not at the moment, but stay tuned. We will. All right, well, I hope you have a safe and enjoyable holiday weekend, and I will see you all next week. All right, you too. Thank you. Thank you. Thank you. Bye-bye. Bye-bye.