Concierge Medical Practice Transition Package

Initial Assessment 

• Travel to your location to meet with you in person, study the surrounding area, review existing location, observe operations and staff in action.
• Local market research, competitor analysis, and feasibility studies
• Current staffing review and skills assessment and readiness for the new business model; personal interviews with each staffer by our branding team)
• Analysis of existing managed care and PPO payer agreements. (Critical: Before I arrive, be sure to have a list of every contract available and have complete copies of each contract along with program manuals and updates all scanned into PDF file format and sent to me for advance review at our in-person meeting.)
• Existing patient demographics assessment. (Critical: Along with my engagement agreement, I will sign a HIPAA BAA so I can create a snapshot profile of your existing patient base to identify “ideal customer” traits. This is important for the rebranding work we’ll do. Contact your software company and verify that we can create custom query output reports that I specify from your patient demographics database. Ask if there’s a charge for this as some of the less expensive software programs charge extra for this capability. Then, prepare the specified queries and send them to me not less than 15 days prior to my arrival.)
• Assessment of continued need for medical billing services. (All cash practices may be able to operate with CPT and ICD codes on a superbill. But some physicians prefer to offer insurance billing as a courtesy to help the patient receive direct reimbursement for out-of-network services, if any.)
• Unbiased EMR evaluation, and patient communications platform (Replace phone calls with advanced texting capability for patients and other telehealth options. We make every effort to keep your existing EMR and software programs unless you prefer to make a change. We also analyze what you are using to ensure you are maximizing all that your existing programs can do in the new model.)
• Assessment of current accounts receivable and a plan to to close out the old company, if desired. (Some physicians prefer to completely rebrand with a new corporate entity.)
• Business and projected financial pro forma (if required for a loan) or a Concept Note

Product design and new program development 

• Together, we’ll decide which services you’ll include and their respective cash values to defend your membership and fee-for service prices. This may include additional service lines such as executive checkups, stem cell therapies, weight loss programs, non-opioid pain management, new in-house diagnostic services, anti-aging treatments, hormone replacement therapies, and more.
• Rebranding, name change, positioning, brand identity logo design, colors, fonts, marketing collateral, “living” brand practice culture articulation and staff training.
• Pricing and price integrity for membership fees and office services
• Marketing and publicity plan (Targeting for the 6 marketing modes: advertising, digital marketing, direct marketing, personal selling, public relations and sales promotion)
• My participation in conference calls with your attorney and your accountant are included at no additional charge. They may charge you for the calls, which is not included in my fee agreement.
• Guidance on HR matters if a reduction in force is indicated. Retraining and retention may be an option. Help with HR documentation, letters of recommendation and outplacement assistance agency services, if needed. (Any outplacement agency fees are not included in my consulting package.)
• New vendors /services selection, if any.
• Floor plan and office layout for your new brand/practice model (In cash pay models, more floor space can be assigned to revenue production and service mix, or you can move to a smaller office space and lower rents and overheads. You’ll also require less space and furniture for your reception area and waiting room.)
• Arrangements for a 0% interest, non-recourse patient financing program for membership fees and high-cost services – so you don’t become an unauthorized “lender” under FDIC compliance regulations. This will help you retain additional patients you might otherwise lose who can’t afford a lump sum membership fee up front. 

Roll out

• Contract agreement templates (single, couple, family, corporate, Medicare beneficiaries) for your unique membership program(s) so you can send them to your attorney for review.
• Guidance on termination of patient relationship and records transfer for patients who won’t be continuing, if you decide not to maintain the old business model in parallel with a contracted, employed physician or NP or PA.
• Website design or re-design (pass through fees for hosting, domain registration, plugins and other website licensing fees, and any custom video, audio or photography are billed to you at actual cost with no markup.)
• Assistance with town-hall meeting to announce the change to patients and the local community. Coordination of media coverage, invitations and RSVPs, informational packets, contracts and assistance with on-the-spot sign ups.
• Staff training and new job descriptions, roles and responsibilities to work under the new practice business model and brand. 
• A new employee manual for a new company, if needed. 
• Effusive customer service, program talking points, financing options, and how to sign up new members. Training for staffers to support your social media marketing and content development.
  

First year support

• Quick email questions, SMS text messages, and impromptu calls subject to our mutual availability to answer questions or address immediate concerns.
• After hours / weekend appointments, if necessary.
• Scheduled periodic, video-assisted conference calls to review operations, marketing, and revenue results and keep you on track for growth and success.
• Review of marketing and website performance analytics and ROMI results, changes to strategy and tactics as may be indicated, are included at no additional charge.