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the Business of Creating Health
A Hands-On Interactive Workshop

July 10-12, 2020 | Live Stream


Course Description and Course Details

Location

Live In-Person and Live Streamed from Salt Lake City, UT

Workshop Schedule (these times are listed as MDT which is the start time for this event)

  • Friday, 8:00 a.m. - 5:30 p.m.
  • Saturday, 8:00 a.m. - 5:30 p.m.
  • Sunday, 8:00 a.m. - 12:00 noon

Syllabus Information

All participants will receive an electronic syllabus with their registration.   The eSyllabus will be available for download at least one week prior to the course.  An email notification will be sent when it is available for download and will include links and instructions.  This early release provides an opportunity to download and review the materials prior to the course.  This eSyllabus is bookmarked making it easy to jump to each section.  Simply click on the bookmark icon upper left of the page.  The course handouts are located at the end of Sunday's program.

PLEASE NOTE:   The syllabus can be saved in Adobe Reader which allows participants to add "sticky  notes" directly on the slide as the speaker is talking. These notes can be saved permanently to your document.  Other recommended applications include iBooks (for apple mobile devices) and iAnnotate (for mobile devices).  Lastly, put perhaps most important for many of us, a printed syllabus is available for those that purchased one with an option for good old fashioned note taking.  These will be sent to attendees the week of the conference

Claim CME Credit

Your login to the Zoom Meeting will serve as your course sign in.  In addition be sure to complete the post-test and evaluation through the Foundation for Care Management's website (www.fcmcme.org).  We will send an email reminder and link after the event and claim credit instructions are on the first page of your course syllabus


For the few of you that are locals to Salt Lake sitting in on the live event I'll send a separate email with details


Live Streaming


We will be sending a Zoom Meeting invite on Monday, July 6, 2020.  It will send another reminder 24 hours prior to the start of the event and again one hour before we start.  PLEASE NOTE:  You should receive three Zoom invites one for each day.  They are clearly marked with the date and Day 1, Day 2 and Day 3.  You must use the right invite for the correct day.  


Please note this is a live event and will follow the time zone for MST with a start time of 8:00 a.m..  This means if you're in California you start at 7:00 a.m and east coast attendees start at 10:00 am.  Please make a note of this so you are on time.  


This event is streamed live and is not recorded so please keep that in mind.  If you have to leave for part of the event we'd suggest turning on a voice record app or use some other mechanism to get the information as you will not receive a recording.


We will have technical people on hand and will be logged into the call at 7:30 am for those needing additional assistance


Luncheon Lectures

Please grab a bite at home and join us for brief presentations on both days

Friday -  The Ease and Convenience of eMedplus for You and Your Patients

Saturday -  Cracking the Regenerative Code - Speaker Garrett Ewers


Exhibitors

MedQuest Pharmacy - Specialty Compounding Pharmacy

Nutrascripives - Professional Line of Nutritional Supplements

GX Sciences - Genetic testing and nutrigenomics

Rejuv MedFit - A sustainable business model with proven success

Living Younger Systems - Business product software for lifestyle medicine practices


We appreciate their support please take a moment to visit their virtual booths and speak with a representative.

Course Description

The novel corona virus has left no segment of our economy untouched, especially healthcare.

Now, more than ever,  The Business of Creating Health is all about helping your medical practice survive and thrive in good times and bad.

We’re changing our course to make it even more helpful for challenges Worldlink providers face as Covid-19 subsides:

  • Although we strongly believe this content is best learned in-person, we've added live streaming to assure your safety in the event we're still social distancing in July. You can switch registration types (either way) with no penalty.
  • We want to provide access to this crucial information to as many people as possible, so we're changing the registration fee to $495.00 for everyone. Refunds will go out soon if you've paid full price already.
  • Jim Eischen, our medical practice model expert, will be teaching in-depth on telehealth, a hot topic that providers have been requesting.
  • Other scheduled speakers will tailor their teaching toward helping medical practices pivot after the crisis. We’ll adjust the agenda, schedule, and objectives as we nail down the material.

The Business of Creating Health is a hands-on workshop designed to help you get the most out of your medical practice. Lean from your colleagues who have been where you are and who have transitioned to their dream medical practices. They’ll help you discover what your dream is for your practice . . . and how you can turn that dream into a reality.

This course is for you if . . .

. . . you work for someone else but really want to start your own medical practice

. . . you have your own practice, but you’d like to transition toward a cash-based model

. . . your practice is struggling and you need to attract more patients

. . . you’re unhappy in your current practice and you'd love to explore other options

. . . you’re concerned about compliance - making sure you don’t get into trouble

. . . you just don’t know where to start

What would your practice look like if you could have it any way you wanted?
Explore business practice models and learn from recognized experts who can help you dream big about your practice. Get help in planning and setting up your dream medical practice from colleagues who know what to do (and what not to do) and can guide you on your journey. By the time the weekend is over attendees will leave with new ideas, tools, resources and most importantly an actual plan to implement. 

Learn by doing, leave with a plan. 




Course Objectives:

1)      Evaluate and analyze trends in private direct pay models with ongoing reforms.
2)      Outline various alternative approaches to private direct practice structures, focusing on integrative models.
3)      Identify legal compliance challenges and solutions.
4)      Analyze different practice models and identify a best fit for your needs based on your particular practice.
5)      Identify and discuss the importance of a business plan, mission, vision and story.
6)      Examine basic business elements related to accounting and finance.
7)      Discuss pros and cons of various physical elements of your practice from location, size, décor, signage and      operational tools.
8)      Describe and discuss the importance of your team to your overall success.
9)      Learn marketing tools and practice clarifying your message so your customers listen.
10)  Review websites and understand their importance in messaging, form and function.
11)  Debate the importance of being an expert in your community, what does it take?
12)  Use practice case studies to refine your own practice model.
13)  Examine how a 1-page marketing plan can have an exponential effect on your practice.
14)  Review and create a 1-page strategic plan to move your practice forward.


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    Agenda

    Day 1: Friday


    7:00 – 8:00 AM

     Registration 
    Zoom Invite Opens 7:30 a.m. (MDT)

    8:00 – 8:15 AM

    Welcome and Introduction

    8:15 – 9:15 AM


    How to Destroy the 9 Roadblocks Stopping you from Accelerating your Practice

    • Mindset Roadblocks
    • Management Roadblocks
    • Marketing Roadblocks

    Guest Speakers:  Malaika Woods MD, MPH,  & Tamika Henry, MD, MBA

      9:15 – 9:30 AM

      Audience discussion Q and A

        9:30 - 10:30 AM

        Setting the Foundation for a Successful Practice

        • The $64K question:  What do you really want out of your professional life?  What do you want to do and accomplish clinically and professionally?
        • Develop/Refine your unique essential business statements, and your story
        • Philosophy, Mission, Values and Vision
        • Manifesto / Business Plan

        Guest Speaker: Gregory Petersburg, DO

        10:30 – 10:45 AM

        BREAK

          10:45 AM - 11:45 AM

          Private Direct Medical Practice Documents 

          •   Private Patient Fees
          •   Patient Agreements
          •   Consent Forms
          •   HSA/FSA/HRA Eligibility

            Guest Speaker: Jim Eischen, JD

            11:45 AM-12:00 PM

            Q and A

             12:00 PM-1:00 PM  LUNCH

            1:00 - 2:00 PM

            Private Direct Medicine:  Concierge Medicine has Evolved!

              ·       Market Summary: Upheaval and telehealth expansion

              ·       Updated private medicine compliance solutions and business/practice options

              ·       Navigating plan integration as virtual care expands

              ·       Best practices: data privacy and model formation

              •  US Private Direct Healthcare Fees and Medical Expense Eligibility – An Opportunity

              Guest Speaker: Jim Eischen, JD

              2:00-2:45 PM 

              Practical Application and Real-World Approach to the Formation of a Business/Clinical Practice

              Guest Speakers: Greg Petersburg, DO

              2:45 - 3:30 PM

              U.S. Telehealth: Covid-19 & Rapid Expansion of Virtual Care
                • Healthcare as Virtual Care
                • Expanded state/federal licensure
                • Pandemic = practice revenue shortage = consider private fee services
                • Private US healthcare compliance solutions applies to expanded 2020 telehealth
                • HSA/FSA/HRA Eligibility

                Speaker:  Jim Eischen, JD

                3:30-3:45 PM 

                BREAK

                    3:45 - 4:45 PM

                    Live Audience Case Scenarios – (3) 20 minute Quick Consults on Model Options and Business Formation Process

                    Speaker:  Jim Eischen, JD

                     4:45 - 5:30 PM

                    Business Elements Accounting and Finance
                    • Budgeting / Financial Reports
                    • Estimating Start up
                    • Business models / What to charge

                    Speaker:  Greg Petersburg, DO


                    Day 2: Saturday

                    7:00 – 8:00AM          

                    Registration

                    Zoom Call opens at 7:30 am

                    8:00 – 9:15 AM

                    The Physical Elements of Your Practice

                    • Finding the right location
                    • Own, lease, or rent
                    • Office functions, design, layout and flow
                    • Furnishings & Décor
                    • Image and signage
                    • Operational tools - clinical and Business
                    • Equipment, Technology
                    • Establishing relationships, business agreements

                    Guest Speaker:  Greg Petersburg, DO

                    9:15 – 10:30 AM

                    Culture Shock!  The Surprising Effect Culture has on your Predictable Success 

                    • Discover "the secret sauce" to having a bulletproof, successful practice
                    • Learn the tricks to developing a strong culture that nurtures employee happiness
                    • Explore what culture really is, how to custom define yours, how to develop a culture with your existing staff and how to keep it strong for the life of your practice

                    Guest Speaker:  Jody Layne

                    10:30 –10:45 AM BREAK

                    10:45 – 11:45 AM

                    Transitioning vs. Taking the Leap In Your Clinical Practice: Your Options  

                    • Add new services to your existing practice
                    • Continue current business and open new (separate) business
                    • Transition from your current practice/specialty to a new practice/specialty
                    • Make the leap and jumpstart a new practice/specialty
                    • The pros and cons: Business / Clinically / Personally
                    • Planning and Implementation
                    Guest Speaker:  Greg Petersburg, DO
                    11:45 – 12:00 PM      Q and A
                    12:00 – 12:45 PM LUNCH

                    12:45 - 1:45 PM

                    Clarify Your Message So customers Will Listen:  How the Power of Story Can Grow Your Business

                    • Learn how to create your message to generate more revenue for your business
                    • Understand what your potential patients are looking for and tell your story in such a way people listen
                    • Clarify your message and capitalize on your branding opportunities 

                    Guest Speaker: Tim Arnold

                      1:45 - 2:15 PM

                      Creating a Captivating One-Liner

                      Guest Speaker:  Tim Arnold (Building a StoryBrand)
                       2:15 - 2:30 PM  BREAK
                       2:30 - 3:00 PM

                       Building a better website

                      Guest Speaker:  Tim Arnold (Building a StoryBrand)

                       3:00 - 4:30 PM

                      Marketing in the Digital World

                      • Using your website to generate and capture leads
                      • Website content
                      • Paid ads vs. Organic searches

                      Guest Speaker: Lauren Dolan

                       4:30 - 5:30 PM

                      Be Known as the Expert in Your Community.  Increase your impact, have more free time and get paid what you’re worth even now

                      • How to build authority
                      • The physician authority formula: 5 keys to being seen as the authority in your market
                      • The physician freedom formula
                      • Your authority action plan
                      • Mistakes to avoid

                      Guest Speaker: Malaika Woods, MD, MPH and Tamika Henry, MD, MBA



                      Day 3: Sunday

                      8:00 – 10:00 AM

                      Fail to plan? Plan to fail!  How a 1-page Marketing Plan has an Exponential and Compound Effect on your Practice

                      • Learn how a marketing plan can double, even triple, your profits
                      • Discover the main tactics that make up an effective marketing plan
                      • Understand how to easily execute your plan 
                      • Leave this session with your marketing plan done and ready to go.

                      Guest speaker - Jody Layne

                          10:00 – 10:15 AM BREAK
                           10:15 - 11:00 AM

                           How to complete a One-page Strategic Plan

                          Guest Speaker - Kevin Chan, DO, MS, MMM, FAIHM

                           11:00 - 11:45 AM  The Strategic Code for Healthcare Entrepreneurship - 9 Formulas for Success in Healthcare Crisis Management

                          1.  Healthcare Positioning
                          2.  Healthcare Perspective
                          3.  Business Opportunities
                          4.  Realizing Limitations
                          5.  Restricting Errors
                          6.  Weakening Ambiguity
                          7.  Controlling Dominance
                          8.  Achieve Success
                          9.  Maintain Security

                          Guest Speaker - Kevin Chan, DO, MS, MMM, FAIHM

                           11:45 - 12:30 PM  Group Discussion, Q and A



                          SPEAKERS:


                          Tim Arnold

                          Featured Speaker


                          Tim Arnold is part of the teaching team at StoryBrand Live Workshops and travels the world to help StoryBrand clients through Private Workshops, Train the Trainer programs and Keynotes. He has spent over two decades helping organizations communicate, collaborate and get unstuck, with clients that include The United Nations, Citibank, KPMG, Toyota, and Siemens.  Tim is able to provide his clients with a real-world perspective through his experience launching successful for-profit and not-for-profit businesses, and managing international development partnerships in four continents. As the author of the book, “The Power of Healthy Tension,” Tim is able to help his clients bring communication simplicity to their business complexity. Tim lives in Ontario, Canada with his wife, Becky and their children Declan and Avryl.


                          Gregory Petersburg, DO
                          Faculty Chairman

                          Dr. Gregory Petersburg is a popular international speaker, educator and consultant for physicians', medical professions and

                          the public on lifestyle, active aging medicine, the "art" of medicine and providing unique patient experiences.

                          With expertise as a clinician, lifestyle coach and practice consultant to hundreds of lifestyle clinics across the country,

                          he brings a plethora of knowledge and experience to both the human dimension of a medical practice and the business

                          fundamentals of practice transition. He teaches the power of creating patient and practitioner experiences that create

                          lifetime relationships for you and your patients and life-transforming change in patients' lives.

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                          Kevin Chan, DO, MS, MMM, FAIHM

                          Dr. Kevin Chan is the first physician in the nation to be simultaneously board certified in both Clinical Lipidology and Integrative Medicine (a medical specialty now formally recognized by the American Board of Physician Specialties). He is also certified in Age Management Medicine, Anti-Aging & Regenerative Medicine, Canonical Chinese Medicine, Advanced Bio-identical Hormone Replacement Therapy, Occupational & Environmental Medicine, as well as Family Medicine. Dr. Chan completed his medical training at Mount Sinai School of Medicine and is also a graduate of the Northwestern Kellogg School of Management, as well as the University of Southern California Marshall School of Business. Dr. Chan practices medicine at Pineapple Health, his wellness clinic in Phoenix, AZ. He is also the author of The Art of Health, Your Health Warrior Awakens, and is currently completing his second book, The Strategic Code for Healthcare Entrepreneurship.


                          Jim Eischen, JD

                          Jim is a California attorney with nearly 30 years of experience in business planning, healthcare, privacy, licensing, and regulatory issues (including Medicare compliance, physician compensation, and private direct fee business modeling and compliance).

                          His practice encompasses integrating physician healthcare models via Management Services Organization (MSO) structures, navigating the corporate practice of medicine, and related compliance issues. He advises clients in matters connected to reimbursement, contracts, interdisciplinary health professional employment and labor issues, and and Health Insurance Portability and Accountability Act (HIPAA) compliance. Jim has done credentialing work for physician independent practice associations (IPAs). 

                          Jim is a national authority on structuring consumer/patient financial contribution and reimbursement models for private/concierge medical groups and healthcare IT product developers to achieve federal legal compliance. He has worked as a consultant/founder with medical groups, electronic health record software firms, cardiovascular testing and health coaching enterprises, and venture capital groups exploring healthcare opportunities. Jim also provides preliminary guidance on practice formation options. 


                          Malaika Woods, MD, MPH

                          Dr. Woods is a double board certified practitioner with the American Board of Obesity Medicine and American Board of Obstetrics & Gynecology Institute for Functional Medicine. She is the founding director of the highly popular Woods Wellness Institute and the E3 method. She is the co-author of the highly anticipated newly released book, Physician Unleashed.  As a native of Wichita, Kansas. She earned her Bachelor’s degree, with cum laude distinction, from Wichita State University. As an undergraduate, Dr. Woods was also the recipient of the Harry S. Gore Scholarship, the largest leadership scholarship awarded in the state of Kansas.  She completed her Doctorate of Medicine and Masters of Public Health degrees from the University of Kansas School of Medicine.  Dr. Woods completed her residency in Obstetrics & Gynecology at the University of Missouri–Kansas City. 


                          Tamika Henry, MD, MBA

                          Dr. Tamika C. Henry is a Southern California native who earned both her Bachelor of Science and Doctorate of Medicine degrees from the University of Southern California. She also earned her Masters in Business Administration from the University of California, Irvine. For the last 13 years, Dr. Henry has been practicing as a board certified family physician with emphasis in geriatric medicine at her growing practice, Unlimited Health Institute. She has also received extensive training in the areas of preventive medicine, bariatrics (non-surgical weight loss) and bio-identical hormone replacement therapy (BHRT). She is the co-author of the newly released book, Physician Unleashed: The Physician Freedom Formula.

                          ______________________________________________________________________________________________________________________________________________________________________________________________


                          Lauren Dolan

                          Lauren is a digital marketer with 8 years of experience building marketing funnels for businesses in the health, legal, and manufacturing industries. She has built 20+ lead generating websites in her career and helped launch a variety of successful local businesses. She is currently the Digital Marketing Specialist at Worldlink Medical and the owner of Salt Lake City Notary Services, a local notary business that generates 50-100 leads per month. She studied Political Science and International Relations at Brigham Young University and is also a former collegiate women’s basketball player. Her specialties include SEO, digital advertising platforms, social media advertising, lead generation, brand building and local business marketing.  

                          ______________________________________________________________________________________________________________________________________________________________________________________________


                          Jody Layne
                          Chief Operating Officer
                          Florida Center for Hormones and Wellness

                          With a passion for people, Jody is the proud Chief Operating Officer for Florida Center for Hormones and Wellness in Orlando, FL.  Prior to joining Dr. Carrozzella at FCHW in 2017, she has been a professional marketer, entrepreneur and business development consultant for over 25 years.  Jody has worked with large brands like Toyota and Disney and smaller organizations like realtors and chiropractors.  Under her leadership, FCHW’s revenue and patient base has more than doubled. The clinic has grown from three to nine staff and in 2020 they will be bringing on another provider and opening a second location.  Jody believes the biggest assets to her success have been focusing on making FCHW a great place to work, never letting up on marketing as well as providing extraordinary patient care with evidence based medicine.

                          REGISTRATION:


                                EARLY BIRD PRICE    

                           VALID NOW THRU: JUNE 12, 2020 

                             REGULAR PRICE   

                           EFFECTIVE: JUNE 13, 2020 

                          Medical Providers and Pharmacists 

                          $495.00 

                          $495.00




                          Support Staff 

                          $495.00 

                          $495.00

                          (MA, RN, Office Manager)




                          *Cancellation Policy

                          Cancellation and/or course change requests received more than 3 weeks in advance of the event will receive a full credit (less a $50.00 change fee) which will be applied to your account as a credit for use towards a future event/service. Any cancellations and/or changes received less than 3 weeks before the event, will incur a $350.00 processing fee and the remaining balance will be credited to your account.

                          Cancellations received less than 3 days prior to the start of the event are non-refundable. No shows are also non-refundable.


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                          ACCREDITATION:


                          AMA PRA Category 1 Statement

                          This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical Edcatioun (ACCME) through the joint providership of the Foundation for Care Management (FCM) and Worldlink Medical. The Foundation for Care Management is accredited by the ACCME to provide continuing medical education for physicians.

                          FCM designates this educational activity for a maximum of 20 AMA PRA Category 1 CreditsTM. 

                          Physicians should only claim credit commensurate with the extent of their participation in this activity.

                          The ACCME defines a “Commercial Interest” as any entity producing, marketing, re-selling, or distributing health care goods or services  consumed by, or used on, patients.

                          Nursing Statement

                          Foundation for Care Management is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center's Commission on Accreditation.



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                          PleaHOTEL AND TRAVEL:


                          This event is being offered as a live stream or in person in Salt Lake City.  We will send along hotel information for those that would like

                          to attend in person.


                          Please note that some presenters will be live in Salt Lake City and some will be virtual.  Not all presenters will be in Salt Lake


                          To contact us directly please send your email to dburnett@worldlinkmedical.com



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                          LOCATION:

                          Salt Lake City, UT

                          Register Now

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