J.P. Thompson & Associates, Manasquan, NJ
Phone: 732-528-7645 / 732-278-9474 / jpt@jpthompson.com

Project List

 

Surgeon Engaged to assist a surgeon in developing a regional cancer service.
Internal Medicine Practice Engaged to facilitate the sale of a medical practice and free standing office building.
Billing/Collection Company Engaged to guide transition to new leadership; analyzing operations and facilitating improvements in all vendor services; staff morale and efficiency; assistance in Administrator management training including revenue cycle management, interviewing and hiring, time management and business strategy/planning.
OB-GYN Practice Engaged to facilitate completion of the corporate Operating Agreement. Interview all owners and present key issues related to the Agreement with specific recommendations related to business operations.
Surgical Practice Assist in resolution of a legal transaction between attorneys and the practice.
Emergency Medicine Group Engaged to assist in developing and presenting a proposal to expand Group’s hospital based services to include Observation Unit clinical and management services.
Neuropsychology Practice Engaged to assist in analysis of business operations and assessment of services distribution model
GI Practice Engaged to facilitate/medicate a business retreat; 12 hours of “hands on” working sessions dedicated to: strategic planning, compensation, deployment and internal management structure/responsibilities.
Hospitalist Practice Engaged to analyze business operations and negotiate a renewal of a Services Agreement and the related stipend
Hospitalist Practice Engaged to analyze, make recommendations and help implement refinements in infrastructure, business systems and assist in crafting a long term Business Plan while maximizing profitability.
GI Practice Engaged to facilitate, mediate relationships among doctors with the objective of achieving behavioral modification necessary to support a culture most advantageous to the general practice and desired by the partners.
Anesthesia Practice Engaged to assist in evaluating an employment opportunity vs other transitional practice models
Advertising business Engaged to assist in managing the implementation of an internet driven blog system designed to generate new business leads.  
Thoracic Practice  Engaged to assist in developing a regional thoracic service in Monmouth/Ocean counties.
Hospital Engaged to analyze revenue cycle trends and new revenue potential of a specific medical practice; objective is determining the hospital/physician practice alignment model that would generate the most benefits to stakeholders.
Anesthesia Practice Engaged to provide a multi-year  financial trending analysis and a strategy for  maximizing profitability.  Assignment includes consideration of alternative care team  models, stipends and point of service efficiency studies leading to  collaborative rehabilitation opportunities.
Anesthesia Practice Engaged to assist in the  development of various physician employment models and compensation arrangements driven by business expansion opportunities.
Hospital Medical Practice Engaged to assist in a physician employment project; develop and facilitate  a due-diligence process   collaborating with hospital executives and the physician in modeling employment  and compensation  alternatives.  
Emergency Medicine Practice  Engaged to assist in a restructuring of the Practice including revised leadership roles, updated internal policies and procedures and analysis of all vendor results vs. objectives, staff and compensation analysis and marketing/rebranding opportunities.
Advertising Agency  Engaged to assist owner in developing a formal management infrastructure and providing  executive coaching support  and management direction in crafting and implementing business systems and effectively managing the financial health of the business.  
Oral and Maxillofacial Surgery Practice  Engaged to assist in the development of a new service line and implementation of an expanded, internet based marketing strategy
Cardiothoracic and vascular surgery practice  Engaged to assist in facilitating a senior partner buy-out and developing a PA program. Assist in recruiting and hiring an associate surgeon and crafting a compensation plan.
   
Intensivist Program Engaged to assist a physician committee of  independent physicians in the development of a business model and compensation arrangement for an Intensivist program at a NJ hospital.  Negotiate terms and conditions with administration.
Medical practice consulting company
 Engaged to assist owner in developing a dynamic marketing strategy designed to accentuate key services; monitor  progress and offer additional guidance as required.
Oral  & Maxillofacial Surgery Practice Engaged to assist in reorganizing the practice, developing and installation of internal policies/procedures; training an Office Manager; crafting an associate employment agreement; drafting and implementing an Employee Policy Manual; reviewing  insurance schedule.
Anesthesia Practice Engaged to assist in analyzing operations of 3 separate anesthesia groups in 3 different hospitals and helping craft a single anesthesia practice model for the hospitals and present the solution to senior executives.
NJ Business Coalition Engaged to facilitate development of an integrated Business Plan linking local business and political leaders in a Mission designed to effectively market a joint military base in Burlington County assuring its growth and perpetuation. Facilitate a Retreat process to help leaders focus on priorities, develop, implement and manage results of action plans.
Hematology/Oncology Practice Engaged to facilitate the sale of the practice.
Anesthesia Practice Engaged to assist in developing and implementing a Business Plan.
Ob/Gyn practice Engaged to facilitate an off-site 2 1/2 day business retreat to address current and long term strategic planning and the required culture and management support to accomplish the Mission
Orthopedic Practice Engaged to develop and implement a Corporate Compliance Plan, an Employee Policy Manual, review and comment on practice financials and other system reports including RBRVS profit analysis, develop and implement job descriptions, oversee development and implementation of OSHA and HIPAA manuals.
Anesthesiology Practices Engaged to assist two anesthesiology practices in developing a joint venture allowing the formation of one anesthesia group to provide services to two hospitals under one Services Agreement.
 Plastic Surgery Practice  Engaged to assist in a practice start-up project providing oversight and management of vendor support. Business Plan, financial proformas, marketing, office locations, hospital relationships, legal documents and accounting services.
MSO company Engaged to assist in developing and managing physician owned MSOs for hospital based medical practices.
Pediatric Practice Engaged to assist in the sale of the practice and real estate.
Anesthesia Practice Engaged to assist in selecting an outsourced third party billing and collection service and developing and implementing a new internal management model and business management support.
Anesthesia Practices Engaged to assist eight individual anesthesia practices (representing more an 110 anesthesiologists) in negotiating various managed care contracts.
 Hematology/Oncology Practice Engaged to assist the practice in negotiating an Agreement with a local hospital to combine resources to stabilize and then expand an oncology clinic.
 Gastroenterology Practice with an ASC Engaged to assist the practice in negotiating several managed care contracts; additionally to facilitate the development of a disciplined management infrastructure and a long term business plan.
 Internal Medicine Practice Engaged to sell the practice. Client is exploring the potential of selling the practice to an Accountable Care Organization
 Pain Management Practice Engaged to sell the practice.
 Anesthesiology practice Engaged to audit billing/collection results for the previous 21 months.
Cardiothoracic and vascular surgery practice Engaged to develop an Employee Policy Manual.
 Hospital Sr. Management Team – Executive Coaching Engaged to analyze and comment on various areas of the management infrastructure.
 Anesthesia Association Engaged to assist in the development of a for profit, exclusively physician owned, non-clinical services company. Participate as consultant, Secretary and Treasurer and Director.
 Radiology practice Engaged to negotiate managed care contracts – non-par to par.
 Anesthesiology practice Engaged to negotiate managed care contracts non-par to par.
 General surgeon Engaged to analyze and negotiate a hospital based practice employment agreement.
 Anesthesiology Practice Engaged to facilitate a closer relationship with Administration more clearly defining and refining responsibilities and deliverables.  Working collaboratively to improve utilization of OR capacity while solidifying the business infrastructure of the Anesthesia practice.
 Multiple Anesthesiology practices Engaged to negotiate managed care contract renewals and par contracts using analysis of practice financial results in units, cases, income, charges and adjustments, Ob and other drivers impacting on unit and OB reimbursement.
 Professional Management Company Engaged to research and develop a “fair market value” for management services provided to an outpatient hemotology/oncology clinic.
 Radiology Practice Engaged by owners to assist with re engineering practice governance, developing and implementing internal policies and procedures, setting business relationship priories. Assistance in reviewing corporate agreements (Shareholders Agreement, Employment Agreement, Deferred Compensation Agreement); assistance in researching funding vehicles
 Cardiothoracic and Vascular Surgery Practice Engaged to analyze practice operations for potential sale of the practice to a hospital system as part of a physician integration / alignment master plan.
 Billing/Collection Company Engaged to assist owners in developing a negotiation strategy related to their service pricing model.
 Cardiology Practice Engaged by principals to assist in a 2 stage business overhaul concentrating on budget control, EMR purchase and implementation, coding/documentation audit, evaluating managed care profits and new income development.
 Podiatric Surgical Practice Engaged to assist in the acquisition of a podiatric practice; assist in crafting a partnership arrangement with current associate.
 Surgeon Engaged to analyze a Hospital Employment Agreement and a Forgivable Loan Services Agreement; develop comment sheet and discuss pros/cons and ramifications with the surgeon.
 Urology Practice Engaged to analyze practice operations and recommend and implement activities designed to increase profit and maximize staff efficiency. Develop and assist in implementation of an Employee Policy Manual.
 Multi site OB/Gyn Practice Engaged to draft an Employee Policy Manual and a Corporate Compliance Plan. Corporate Compliance Plan includes an eight (8) month Implementation Guide.
 Ambulatory Surgical Center Management Company Engaged by principals to assist in developing and implementing a unique surgi-center expansion model in targeted states. Involves site selection; contractual arrangements; compliance issues, physician recruitment and managing the Business Plan.
 Anesthesiology Extended projects include: Updating and revising Shareholder and Deferred Compensation and Operating Agreements; Compliance Audits; Managed Care Unit negotiations; interviewing and hiring physicians and CRNA’s; long term business planning; expansion of Pain Management services; facilitating implementation/transition of Electronic Health Records; facilitating Executive Committee meetings; evaluating surgi-center opportunities and related private offering documents, proformas and business valuations; assistance in crafting physician employment agreements and compensation plans; negotiating hospital service agreements and assisting in managing hospital executive relationships; analyzing profit center financial results; updating Employee Policy Manuals; developing and implementing Corporate Compliance Programs; assisting in managing unacceptable physician behavior; developing and implementing disciplinary guidelines; support in negotiating third party billing company agreement and cost accounting analysis; working with attorney’s and accountants and insurance professionals in related projects.
 Internal Medicine Engaged for two specific objectives: first, to evaluate EMR options, make a selection and oversee implementation; second, to evaluate efficiency and effectiveness of staff; that project commencing with analysis of individual Staff Questionnaires; expanded engagement has included selection of a third party billing company and assisting the Manager in developing and implementing staff job desacriptions.
 Orthopedic Surgeon Engaged to assist surgeon in evaluating new opportunities as a partner or solo practitioner  strategy for disengaging from current employer; lease/purchase negotiations for new space.
 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; assist the Administrator in negotiating better rates from payors or implementing a plan to withdraw from select managed care plans; assess risk management and efficiency opportunities; develop a compensation model for a NP; assist in the interviewing process; develop and implement a 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-negotiation 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 and 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.