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Projects

Specialty
Physiatrist Engaged to assist in developing an Employee Policy Manual.
Hospitalist Engaged to review an employment agreement offered by a hospital.
Pulmonology Practice Engaged to complete a cost accounting analysis of managed care contracts; assess risk management and efficiency opportunities; develop and implement plans to maximize profit.
Corporate Compliance Manual and Implementation Guide Engaged to develop a Corporate Compliance Manual and Implementation Guide for an anesthesiology practice.
Employee Policy Manuals Engaged to develop and implement comprehensive Employee Policy Manuals for two separate companies that meet current NJ and federal labor rules and regulations.
Pathology Practice Engaged to assist practice in analysis of the business in preparation for negotiating a hospital stipend.
Orthopedic and Sports Medicine Practice

Engaged to assist in evaluating practice operations. Recommend and implement necessary policy/procedure and organizational structure changes to maximize profit.
Urology Practice Engaged to complete a cost accounting analysis of the profit or loss per RVU and assist in developing and implementing corrective strategies.
Outpatient Infusion Center Engaged to assist in developing and implementing strategies for expansion to other locations; develop a proforma analysis for a sufficient and generally assist in business oversight.
Podiatric Surgical Group Engaged to assist with new business start-up including operations, billing and collections and marketing projects.
Hospital Operating Rooms Engaged to work with hospital administration, anesthesiologists, surgeons and nurses to analyze and refine OR efficiency.
Internal Medicine Engaged by a 3rd year resident to review and comment on the business issues in a proposed Hospitalist Agreement.
Anesthesia Group Engaged to assist the owners and CEO in analyzing business operations including; Billing and Collection service, internal policies and procedures, profit center results and OR efficiency. Support development of new strategies and assist in implementation as needed.
Pediatric Orthopedic Practice Engaged to analyze managed care relationships (profit/loss) utilizing RBRVS methodology; Develop and implement corrective strategies as needed; Evaluate merger impact on practice - long and short term.
Medical Billing Company Engaged to facilitate client/company business relationships by assuming point person role and conducting monthly financial analysis and update meetings.
Data Analysis Company Engaged to develop an M & A survey form with the objective of developing and selling an M & A product.
Private Businesses Engaged to develop Employee Policy Manuals for a home health provider company and a construction company.
Orthopedic Practice Engaged to analyze the business hard asset values for an associate buy-in formula.
OB/Gyn Practice Engaged to analyze scheduling and staff efficiency, make recommendations and assist in implementation of a rehabilitation strategy as needed.
OB/Gyn Association Engaged to survey 30 OB/GYN practices by collecting specific financial and operations information. Result will be a collective summary report.
MOB Development Company Engaged to design and implement a marketing strategy to attract specific physician specialties to new medical office buildings/suites.
Internal Medicine Engaged by a 4th year resident to review and comment on the business issues in a proposed Hospitalist Agreement.
Orthopedic Group Engaged to facilitate a merger and develop ancillary income opportunities.
Internal Medicine Practice Engaged to complete a reimbursement analysis with specific recommendations. Upon satisfactory completion of this assignment, was further engaged to implement the remedial strategy commencing with development and installation of job descriptions for staff, management and the Managing Partner.
Physician Association Retained to develop practice business services including cost accounting analysis, reimbursement analysis and negotiations.
Physiatry Practice Engaged to hire a Physician Assistant.
Pediatric Intensivist Practice Engaged to analyze financial results and internal operations policies and procedures. Recommend strategies to maximize profits. Develop Managing Partner role with responsibilities.
2 Ob/Gyn Practices Engaged to complete a full business and financial audit with recommendations
2 Ob/Gyn Practices Engaged to complete an RBRVS Cost Accounting Analysis for select procedure codes for 2 different practices for comparison purposes.
Commercial Real Estate Company Engaged to assist in expanding the brokerage sales team.
Anesthesiology Practice Engaged to assist the president in the business management of the Anesthesiology practice and the Pain Management practice.
Third Party Billing Company Engaged to assist in the NJ application process for third party billing companies.
Internal Medicine Practice Engaged to facilitate the sale and purchase of the practice to an Associate Physician.
Pain Management Practice Engaged to assist in developing/implementing polices and procedures and a Business Plan.
Reconstructive and Plastic Surgeon Engaged to assist in developing and implementing a marketing strategy and a Business Plan.
Third Party Billing Company Engaged to assist in developing an extended services proposal for a key client.
Family Practice Engaged to audit practice compliance with HIPAA Privacy and Security rules and regulations.
Internal Medicine Practice Engaged to facilitate the sale of an internal medicine practice to a new owner. Involves support with negotiation of the price, payment options and physician compensation; Assistance with Sale and Purchase Agreement, Promissory Note and an Employment Agreement.
Podiatry Practice Engaged to assist in transitioning a new doctor into the practice. Job description, employment agreement and compensation package.
Radiology Practice Engaged to analyze practice performance through benchmark review of financial and management reports. Engagement also includes re-negotation of a hospital contract for radiology services.

HIPAA Security Manuals

 Provide direction for implementation of Security Manuals for 7 medical practices and 2 Medical Billing Companies.
Orthopedic Practice Engaged to assist in developing marketing alternatives and use of RBRVA analysis to determine profit or loss of procedures performed.
Family Practice Engaged to assist in evaluating physician business time management, developing business priorities and staffing alternatives.
Physiatrist Engaged to assist in negotiating a Medical Director Agreement and opening a private practice.
Medical Eyeglass Company Engaged to develop and present a business sales skill training program for 60 + optometrists.
Commercial Real Estate and Appraisal Company Engaged to assist in developing and implementing the 2005 Business Plan.
Physician Billing Company Engaged to update their EPM with assistance of a labor attorney.
Surgical Practice Assist in strategic the recruitment of 2 new surgeons to the practice. Considering senior partner buy-out alternatives.
Pediatric Endocrinologist Assisting in evaluation and negotiation of a faculty practice employment contract.
Pain Management and Rehabilitation Practice

Engaged to assist with internal/external marketing plan and to evaluate Nursing Home contract
Family Practice Engaged to develop an Employee Policy Manual with a labor attorney.
Hospitalist Engaged to assist hospitalist in setting up a private practice
Surgical Practice Assist in physician recruitment including term sheet and buy-in/but-out methodology.
Pain Management Practice Engaged to assist with marketing plan and implementation.
Ophthalmology Practice Engaged to conduct a full practice evaluation, analyze results and make specific recommendations.
Dermatology Practice engaged to assist in analyzing RBRVS profit or loss resulting from managed care contractual relationships.
Business development Engaged to assist client in research and development of two healthcare initiatives. First, to establish back office support for US billing companies out of India and second to establish a nurse recruiting program out of the Philippines.
Internal Medicine Practice Engaged to craft a 12 month proforma statement of practice income and expenses to support a loan agreement.
Internal Medicine and Cardiology Practice Engaged to assist in facilitating hiring an Associate Physician, negotiating related contract content and developing a buy-in strategy.
Internal Medicine and General Practice Engaged to assist in selling the practice.
Anesthesiology and Pain Management Practice Engaged to review and facilitate updating of Employee Policy Manual
Physician entrepreneur Engaged to assist in project management, strategic planning and land development and ancillary services projects.
Cardiothoracic Surgical Practice Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Pediatric Practice Engaged to analyze financial state of the business and recommend specific remedial activities to improve profit.
Neuro-surgical Practice Engaged to advise surgeon regarding a physician recruitment agreement and/or an employment agreement.
Neonatal Practice Engaged to negotiate a professional services agreement with a healthcare system.
Surgical Practice Engaged to assist in negotiating a physician recruitment agreement, an ED remuneration agreement, and a professional services agreement with a healthcare system.
Surgical Practice Engaged to assist and analyze various software program alternatives and make purchase.
Commercial Realty Brokerage Engaged to facilitate Business Plan Development retreat.
Skilled Nursing Facility Management Company Engaged to develop and present 2 day in service customer training program.
Neuro-surgical Practice Engaged to assist in developing buy-out strategy.
Cosmetic and Dermatology Practice Engaged to develop job description for Associate Physician and structure buy-in model for partnership
Surgical Practice Engaged to assist in developing Associate Physician Employment Agreement and negotiate healthcare system recruitment agreement
Commercial Development Company Engaged to assist in various projects related to the development of a 500,000 square foot medical/business professional commercial office park.
Anesthesiology Practice Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Employed Ophthalmologist Engaged to assist in evaluating buy-in opportunity.
Cosmetic Surgical Practice Engaged to develop a HIPAA Privacy Plan Implementation Guide.
General Surgery Practice Provide information to the surgeon to help in negotiating ED call reimbursement.
Internal Medicine Practice Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Internal Medicine Practice Engaged to assist an attorney in the development of an Associate Physician Employment Agreement and Job Description
Urgi-Center Engaged to develop job descriptions and assist in the interviewing process for staff in an urgi-center.
Ophthalmology Practice Engaged to develop a HIPAA Implementation Plan.
Billing and Collection Company Engaged to analyze performance of 37 person staff and company internal strategic planning initiatives. Project involved gathering detailed individual staff data, interviewing various team units, the management team and owners. Executive summary with recommendations was presented upon conclusion of this assignment.
Hospital based Nephrology Practice Engaged to provide a compensation analysis.
Internal Medicine Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Internal medicine/nephrology Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Pediatric Practice Engaged to develop a HIPAA Privacy Plan Implementation Guide.
Maternal-Fetal Practice Engaged to assist in evaluating and negotiating ancillary income opportunities from hospital relationships.
Ob/Gyn practice Engaged to develop a HIPAA Privacy Plan Implementation Guide
Surgical Practice Engaged to develop and implement a HIPAA Privacy Manual.
Family Medicine Engaged to develop and implement a HIPAA Privacy Manual.
Internal Medicine Practice Engaged to organize two practices that will share administrative and other business related expenses.
7 Dental Practices Engaged to develop and facilitate implementation of HIPAA Privacy Manuals for 7 practices.
Surgery Practice Engaged to re-negotiate levels of managed care remuneration.
Dermatology Practice Engaged to assist in crafting wording/parameters for an attorney to use in developing an associate physician compensation plan, employment Term Sheet and an employment agreement.
Spine and Rehabilitation Practice Engaged to develop a set of financial management reports to be used in managing the results (profitability) of the practice.
Surgical Practice Engaged to negotiate greater payor reimbursement, analyze payor profiles and results and eliminate payors as required.
Anesthesiology and Pain Management Practice Engaged to develop and implement a HIPAA Privacy Plan.
Surgical Practice Engaged to develop and implement an Employee Policy Manual and HIPAA Privacy Implementation Plan
Surgical Practice Engaged to assist in recruiting and hiring a PA and an additional surgeon.
Ob/Gyn Practice Engaged to prepare and deliver a HIPAA Privacy Implementation Plan and assist in developing the implementation strategy.
Neurology Practice Engaged to prepare and deliver a HIPAA Privacy Implementation Plan and assist in developing the implementation strategy.
Teaching Hospital Engaged to develop and present Thompson Business Skill Training Program for Senior Residents.
Specialty Surgical Practice Engaged to assist in hiring an additional surgeon for the practice.
Spine and Rehabilitation Practice and Pain Management Practice Engaged to assist in opening a new practice with 2 locations. Assist in securing space and staff. Engaged to design a job description and Performance Review Form for a Medical Receptionist and Office Manager; Secure office space in a second location. Engaged to assist in interviewing and hiring and training a practice manager.
Internal Medicine Practice Engaged to work with an attorney in developing develop an Employee Policy Manual.
Third Party Billing Companies Engaged by two Third Party Billing Companies to assist in certification requirements mandated by the State Department of Banking and Insurance.
Maternal-Fetal Medicine Practice Engaged to assist in developing and implementing a practice “risk-management” program designed to reduce the exposure to professional liability incidents and claims.
Surgical Practice Engaged to assist in evaluating financial health of the practice and to assist in the hiring process for a new surgeon.
Surgical Practice Engaged to facilitate merger of two practices.
Ophthalmology Practice Engaged to assist in expanding practice to a second location and opening a surgi-center.
Cardiology Practice Engaged to develop Compliance Plan and an Employee Policy Manual for the practice. Assist as needed in the Implementation process of the Compliance Plan.
Pediatric Practice Engaged to review practice financial reports on a monthly basis, analyze and make recommendations. Assist in implementation as necessary.
Assisted Living Management Company Engaged to assist in developing referring physician network
Hospital Medical Staff Engaged to assist in negotiations with the hospital administration in crafting an ER and indigent care reimbursement Services Agreement. Explore potential of incorporating medical staff to pursue strategic alliance and joint venture opportunities with a hospital system.
Surgical Practice engaged to facilitate staff meetings to accomplish 3 objectives – Establish policies and procedures and front desk and back office, create scripts for dealing with common patient and doctor questions and establishing scheduling and financial policies.
Ob/Gyn practice Assist in hiring an associate physician. Refine associate employment agreement and develop an associate job description.
Cardiothoracic and Vascular Surgical Group Develop and implement a Practice Compliance Program including Employee Policy Manual and Implementation Guide. Develop a Physician Policy Manual for guidance related to physician activity in the practice. Assisting practice in negotiating an ER Service Agreement with a local hospital system. Developing alternative compensation plan for associate physician.
Ear, Nose and Throat Practice Develop and implement a Practice Compliance Program including Employee Policy Manual and Implementation Guide.
Healthcare Multimedia Medical communications and marketing firm engaged to assist in completing an Employee Policy Manual
ENT – Balance Specialist Engaged to develop and implement a marketing campaign to target selective referral sources.
Cardiology Practices Engaged to facilitate the development of a freestanding medical office building housing an Electron Beam Tomography (ETB) Unit.
Ophthalmic practice and Optical Shop Engaged to facilitate the sale of the practice. Assisting practice in negotiating an ER Service Agreement with a local hospital system. Crafting a Center of Excellence for Eye Care for presentation to the hospital Administration. Assisting in the recruiting of a general ophthalmologist. Coordinating merger discussion between multiple practices to for the foundation for a hospital based ophthalmic practice
National multi-service information systems consulting company Engaged to support HIPAA compliance project.
Anesthesiology Practice Engaged to assist in negotiating services contract for a surgi-center, review of related contracts and managed care and billing requirements. General practice management responsibilities. Additional project – expansion of Pain practice to different locations.
National provider of healthcare information systems Engaged to offer alternative strategies in marketing and sales to physician practices. Assist in developing a spreadsheet medical practice "profit indicator" management tool. Conduct a pilot program in the US Mid-West Region to promote and teach a 21-hour business skill education seminar series for practice managers and administrators.
Ophthalmic Practice Engaged to facilitate relationship with a management company to manage the practice’s dispensary.
Internal Medicine/ Family Practice Engaged to assist in the sale of the practice.
Pediatric Practice Engaged to assist physicians in developing financial and management reports. Analyzing results and comparing them to industry benchmarks. Developing and implementing effective written billing and collection policies and procedures. Develop a Compliance Manual for the practice.
Third Party Billing Company Engaged to develop a Corporate Compliance Manual for 3 locations.
Ophthalmology Practice Engaged to assist the Practice in the development and implementation of their Compliance Manual.
Internal Medicine Engaged to assist owner in developing associate physician employee agreements. Additionally, owner wants to formulate a transition strategy for sale of practice to associates.
Internal Medicine Engaged to evaluate current use of management and financial system reports. Run current reports, analyze and make recommendations for maximizing use of those reports.
Ophthalmology Practice Engaged to analyze practice management infrastructure and create a model that would minimize physician’s involvement in day to day operations. Review compensation model and determine alternative methodology.
Internal Medicine Practice Engaged to analyze expense reduction alternatives, and patient schedule expansion to accommodate more patients.
Internal Medicine Practice Engaged to uncover initial information in determining the feasibility of proceeding with a purchase of a multi-location practice.
Urology Practice Engaged to review and analyze results of third party billing company efforts and make specific recommendations for maximum return.
Pain Management Practice Engaged to develop and effect a Business Plan for desired growth and expansion.
General Practice Engaged to review financial results related to various managed care contracts to make decisions concerning continuance or termination. Developing new patient strategies for revenue growth.
Third Party Billing Company Engaged to draft two opinion letters regarding physician coding responsibilities and compliance risk exposures of a county owned medical clinic providing physician billing services.
Ophthalmology Practice Engaged to recruit a licensed optician for dispensary in MD’s practice.
Internal Medicine Practice Engaged to complete a "baseline" practice risk assessment analysis and written report.
Gastroenterology Practice Engaged to complete a "baseline" practice risk assessment analysis and written report.
Ophthalmology Was engaged to assist physician in evaluating different opportunities for employment in other practices. Reviewing draft employee agreements and developing a strategy for effective negotiation.
Internal Medicine Practice Engaged to develop a Compliance Plan and an Employee Policy Manual.
Neurology Practice Engaged to develop a Compliance Plan including an updated Employee Policy Manual for the practice and to assist in implementation as necessary.
Orthopaedic Surgeon Engaged to assist in developing strategies to sell practice and to seek other medical related employment.
Multi-Specialty Medical Group Engaged to analyze operations and management infrastructure. As a result of initial work, was asked to analyze front desk operation and make recommendations for improvements and then implement them. Deal with different billing department management issues.
OB/GYN Practice Engaged to analyze practice financial drivers and develop job description for Practice Manager. Following this initial work, was asked to develop a Managing Partner job description and assist the practice implementing the redesign of the management infrastructure and prioritizing and developing a strategy for achieving critical practice goals. Subsequently, developed a new compensation plan for associate physicians. Work with associate physician in development and implementation of a marketing plan designed to increase numbers of new patients.
Medical Internet Portal Company Engaged to complete a due-diligence analysis of on-line medical/dental on-line consulting services offered to physicians, doctors and other allied professionals.
Medical Billing Company Engaged to develop a Corporate Compliance Program.
OB/GYN practice Engaged to assist in practice start-up and sale of a practice in another state.
Anesthesiology Practice Engaged to development a Corporate Compliance Program, Employee Policy Manual, organizational refinements, and to deal with other management infrastructure issues.
Pediatric practice Engaged to analyze ownership issues and to provide possible alternatives fully explaining ramifications. Further engaged to assist in full practice start-up project. Engaged to assist in purchase of practice. Set up operations manuals, hire manager etc.
GYN solo practice Engaged to facilitate the sale of the practice and development of a transition strategy.
Gastroenterology practice Engaged to analyze with physician compensation issues and develop alternative methodologies. Also facilitating a merger with another GI practice.
Colon and Rectal Surgical practice Engaged to develop an Employee Policy Manual for the practice.
Dermatology Engaged to assist in development of policies and procedures and positioning the practice to take on a new physician.
Allergy and Immunology practice Engaged to develop an Employee Policy Manual, job descriptions and a Compliance Policy Manual for the practice.
Computer hardware/software company Engaged as business consultant to Advisory Board to assist in the development of a Business Plan and Marketing Strategy for expansion of this business in the dental industry. Assisting also in the development of the management infrastructure for the organization.
IPA Engaged to work with Administrator and Executive Committee on contractual and other business/operational activities including web site development and a functional business plan.
Medical chart documentation and audit company Assigned operational responsibilities for the company on an independent contractor basis. Duties include and are not limited to proposal development and follow-up, follow up/develop new business opportunities, A/R accountability and personnel management support. Assist in sale of the company.
Podiatrist Engaged to review and comment on an employment agreement.
Insurance Brokerage Engaged to assist with agency acquisitions, attempting to develop Corporate Compliance Program insurance product for physicians. Engaged to evaluate staff and performance capabilities and make recommendations. Provide sales management support for in-house producers. Involved in the development of a new marketing concept to large physician organizations and physician practices.
Physician Billing Company Engaged to develop and implement an incentive program for employees. This program will is designed to complement corporate objectives. Assisting in management issues including development of a Corporate Compliance Program. Developing and implementing a Corporate Compliance Program.
Oncology Surgical practice Evaluation of staff efficiency, operational protocol and development of and Business Plan for the practice.
IPA Providing consulting expertise on an as needed basis to provide a business perspective of proceeding with various opportunities associated with this group of physicians. Including group purchasing, contracting and income development. Engaged to negotiate contracts with healthcare system. Engaged to facilitate discussions with potential attorneys, accountants and managed care experts that could assist the physicians. Engaged to present 10 different compliance seminars to physician members of the IPA.
ENT/Cosmetic surgery practice Engaged to assist in evaluating the performance of the practice. Project includes analysis of operations and development of a Business Plan. Engaged to present material in the THOMPSON "Business Management Skills Development Program"Ó to the Office Manager.
Manufacturing /Distribution Company Engaged to review and refine a marketing document designed to attract other distributors to sell a product nationally.
Primary Care practice Engaged to resolve posting and reimbursement issues and develop a strong and very defined marketing plan to increase the physician’s patient base.
Anesthesiology Group Engaged to assist an anesthesiology group in developing a proposal to provide unbundled services to various surgical groups. Re-negotiating and developing new managed care contracts. Developing and implementing a Corporate Compliance Program and an Employee Policy Manual.
Insurance Company Engaged to develop a workshop seminar for a select group of Agents and Brokers to assist them in fully understanding the practice business issues faced by physicians. The objective is to heighten awareness of exposures to physicians and ways to effectively minimize them through innovative products and services.
Internal Medicine Engaged to review and comment on an employment agreement for a prospective Associate Physician.
Primary Care practice Engaged to review, analyze, design and implement a program addressing the management of the practice, computer and telephone systems, financial Family practice – Recruiting additional physicians for the practice.
Primary Care practice performance, marketing issues, staff requirements an space usage.
Gastroenterology practice Engaged to assist in the sale of the practice.
Ob/Gyn Group practice Engaged to conduct personal interviews with 30+ Ob/Gyn practices seeking alternative practice model information.
Multi-Specialty practice Engaged to develop a multi-faceted marketing strategy for the internal medicine division of a large Ob/Gyn group. Teach MD marketing and communication business skills.
Ophthalmic practice Engaged to negotiate purchase of existing practice for an associate physician and/or re-negotiation of an employed physician contract.
Physician Billing Company Engaged to develop an Employee Policy Manual. Develop and implement job descriptions for staff. Develop procedures by position and develop a Procedural Manual. Review and analysis of trial balance aging reports over a three-month period.
Insurance Agency Engaged to develop a physician-marketing program to expand presence of Agency in a specific target area. Analysis of current book of physician clients with specific recommendations.
Six Physician Internal Medicine practices Engaged to analyze front desk operations, design and implement inter-personal and sensitivity training program, and evaluation of compensation issues and patient surveys.
Internal Medicine/General Practitioner Engaged to sell the practice. Develop potential buyers list, make contacts, interview potential purchasers develop and present a practice overview document, and facilitate the sale of the practice.
County College Was asked to participate in the development of a federally funded educational series of business and clinical medical skills and interpersonal skill development programs for three hospital systems - My role will ultimately be Project Director if this initiative is secured.
Underwater Cable Company Engaged to assist with the sale of the company - Commercial non-medical – my role was the development of a Business plan for securing additional financing and/or attracting the attention of potential worldwide buyers.
Neurological Group practice Engaged to evaluate the practice management infrastructure, collection issues and overall staff’s efficiency. Development and presentation of a comprehensive implementation document and with specific recommendations.
Occupational Medicine Engaged to develop a Business Plan for the formation of an Alliance Entity for MD’s and DO’s. Base is comprised of five (5) solo physicians.
General Surgery practice Engaged to coordinate, facilitate and manage the successful process of merging three (3) solo practitioners into a new PA.
Multi-Specialty Group practice Seeking merger prospects and facilitating initial and ongoing discussions.
Nursing Home/Rehabilitation Company Developing and selling a program designed to provide ophthalmic and other vision services to nursing and rehabilitation centers through panels of physicians and OD’s. Successfully achieved a contract for providing such services for a national company.
Cardiology Practice (8 physicians) Engaged to review and extend practice business plan. Evaluate current management infrastructure and make recommendations. Analyze key strengths and limitations of the practice. Engaged to provide consulting advice, direction and assistance in upgrading staff.
General Surgery practice Engaged to develop potential purchasers for the practice, develop a practice proforma document, interview potential buyers, interface with several attorneys and accountants, facilitate the entire process and close the deal. This was successfully concluded.
Rheumatology Specialty Engaged to assist a physician in understanding practice alternatives and the possible consequences related to leaving a current practice and establishing another practice in a different state.
Ob/Gyn Practice Engaged to assist a practice in understanding the nuances of possible involvement with a physician union.
Ophthalmology practice Engaged to assist the physician in consideration of practice growth opportunities. Provided a source document outlining suggested strategy.
Physician Organization Developing a services and products menu that could be made available to IPA members.
Physician Practice Management Company and an Insurance Company Facilitated discussions with the prospect of developing a captive program for professional liability insurance for physicians.
Ob/Gyn practice Engaged to assist in the development of a single specialty PA with the intent of forming a joint venture MSO with outside business partners.
Primary Care practice Engaged to assist in determining alternatives for sale of the practice to a hospital system(s)/consider employee vs. employer relationship/ set priorities and move forward.
Insurance Agency Engaged to assist the Agency with understanding Professional Liability/Property Insurance /Employers Liability/ Pension and profit sharing/Health insurance opportunities as they apply to physician practices. Engaged to assist in gathering information that would assist a broker in developing a statewide marketing plan for Physicians Professional Liability, office package, and group disability and group life products.
Orthopedic practice Engaged to development of carve out ancillary services contract with primary care physician groups and others. Engaged to assist in the development of an MSO and panel PA - Workers Compensation, IME’s and auto accidents. I wrote the Business Plan for the proposed entity, interfaced consistently with physicians, administrator and attorneys in moving this project forward.
Orthopedic practice Engaged to assist with practice management issues/MSO development/recruiting physicians.
Physician Organization Engaged to develop and present an educational series of topical practice management subjects.
Dental practice Engaged to assist with many internal management issues/hiring practice manager/marketing/recruiting /management development.
Chiropractic Orthopedists Marketing project (IME’s and panel appointment) partnership merger/hospital staff appointment/relationship with Pain Institute
National Vision Care Corporation Engaged to assist in developing a vision services program distribution network. Facilitated discussions with regional brokerage group.
Ophthalmology practice Credentialing/developing managed care capitated and fee for service contracts.
Pediatric practice Engaged to assist in the sale of the practice to a hospital.
Cardiology practice Physician recruiting and dealing with performance compensation issues. Facilitated discussions with a Physician Practice Management Company with interests in purchasing the practice. Assisted in developing and introducing a plan to expand patient base through another cardiology group. Made contacts with a hospital developing a cath lab with interests in my client’s services. Engaged to originate and facilitate discussions with a large primary care group negotiating "carve out" arrangement for invasive cardiology work. Initiated and facilitated discussions with a PPMC regarding panel inclusion for my client and disease management opportunities. Engaged to find physicians interested in time-share opportunities in an effort to lower the operating costs of the practice.
General Surgery practice Engaged to assist in physician recruiting/exploring merger opportunities/developing associate physician employment agreements and expanding the management infrastructure of the practice.
Orthopedic practice Managed care credentialing of and sale of Ambulatory Surgery Center/hospital negotiations/other third party contacts/facilitation of facility appraisal.
Primary Care GPWW Engaged to develop business plan and merger facilitation. Negotiation with a hospital system/ seeking strategic partners and capital investors/managing employee issues and training office managers/physician recruiting/resolving computer report production issues. Facilitated merger discussions with another PC Practice, developing strategic partner relationships, understanding and resolving internal management issues related to 18 physician /11 practice GPWW/executive support and coordination. Engaged to develop a proforma to present to financial institutions to secure a finance line of credit to fund the continuing development of the PA.
Internal Medicine practice Engaged to resolve practice management issues/developing management infrastructure/developing and utilizing practice financial drivers/analyzing and using computer reports/developing a business plan/product development and design of marketing plans/ physician recruiting/developing job descriptions/resolving AR collection issues and helping the physicians understand and use financial reports.