Worldlink Medical

Master the Practice. Optimize the care.

February 22-24, 2019Fort Worth, TX

JOINT PROVIDERS:THE FOUNDATIONFOR CARE MANAGEMENT& WORLDLINK MEDICAL 19 AMA PRA Category 1 Credits™

THEBUSINESS OFCREATINGHEALTH

CREDITS:

Woldlink Medical | More Information at www.worldlinkmedical.com | 888-222-2966

Course Description

The Business Of Creating Health

Join us as we Master the Practice and Optimize the Care at this transformative event for your unique practice setting. Our Program focus will encompass 4 different areas:

1. Patient EducationNo business discussion would be complete without an emphasis on the patient experience for your patients. Satisfied patients tell their friends and family. We want to maximize this for your practice with lots of tools and ideas to create extraordinary patient relationships that matter both to you and your patients.

2. Medical LegalThere are many obstacles to consider when picking a business model that works best for your type of practice. Whatever you choose we want you to set it up in a legal framework that protects you and your practice

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Do the numbers work?We'll help you crunch your own and see how it really IS possible to build a sustainable and lucrative practice.

What legal and liability issues do I need to be concerned about?Walk through the pitfalls with an experienced healthcare attorney.

3. Business OperationsBusiness Start-up and/or a practice transition is never an easy endeavor especially if running a business was one of the last things you thought you’d be doing. Hear from some business and consulting groups and make sure you’re in the know for basic business practices. In addition we’ve assemble a faculty of physicians who have made the transition, hear their story and learn what worked, what didn’t, and why.

4. MarketingWe like to believe that once you open your doors patients will come but often times there needs to be a little push. We’ll try to make it easy and straightforward but there are some things you can do to grow your practice. Practical tools to go home with and easily implement, that is our goal

How do I get my message out and get new patients?Learn how the best of BOTH worlds - word of mouth AND social media - can bring you all the patients you need.

Where do I start and how do I grow?Start small or go all out - You're in control.

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Course Objectives

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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,

prospective patients’ needs, and revenue impact over time

5. Objectively evaluate potential practice modalities for fit, risk profile, and economic impact

6. Discuss the impact of the physical environment on patient-clinician-family communication

7. Assess the practice environment for enablers and barriers to patient-family involvement

8. Demonstrate essential patient-centric practice skills that build effective communications and show a feeling of

partnership between doctor and patient

9. Practice behaviors of caring that infuse humanity into a clinical practice: compassion , empathy, humility, respect

and gratitude

10. Clarify your message and create a word-of-mouth campaign

11. Discuss the importance of a modern responsive website, social engagement, and email marketing

12. Evaluate branding and the importance of consistency across all platforms for your business

13. Learn the importance of maximizing your return on investment

14. Develop competence for tools and technologies available to develop an efficient, personable practice

15. Defining what data matters to you and your patients

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Woldlink Medical | More Information at www.worldlinkmedical.com | 888-222-2966

12:30 – 1:30 PMLunch

1:30 – 2:00 PM Physician Practice Set-Up – Case Studies and DiscussionModerator: Jim EischenPhysician Participants

2:00 – 3:00 PM HSA, HRA and FSA Eligibility: Eligible Services under Existing Laws and Potential Future Legal ReformsImportance of Consent Forms and other Legal DocumentsSpeaker: Jim Eischen, JD

3:00 – 3:15 PMBreak

3:15 – 4:15 PM Business Start-up: Conception to Grand Opening• The details of a successful launchSpeaker: Kena Galvan

4:15 – 5:15 PM Business Operations: Tools & Technologies of an Efficient, Personable PracticeSpeaker: Kena Galvan

7:00 – 8:00AMRegistration

8:00 – 9:00 AM Choosing the Right Modalities for your Practice• Discuss some of the lifestyle / wellness options available• Before you decide what to offer, understand how to

monetize each of these services and evaluation competition and demand

Speaker: Andre Etherly

7:00 – 8:00 AMRegistration

8:00 – 8:15 AMIntroduction and Overview• Medical Practice / Business Management: A Potpourri of

War Stories and Success• A reminder of the importance in getting this rightSpeaker: Jim Eischen

8:15 – 9:15 AMPrivate Direct Medicine Models: The Past, Present & Future Innovations• Historical overview of US private medicine and original

compliance solutions• Current market models• Anticipating future market growth in various versions of

private medicineSpeaker: Jim Eischen, JD

9:15 – 10:15 AM Medicare and Plan Participation: The Plan Integration Decision• How existing models navigate plan integration versus

disconnection• Best practices for making the plan integration decision• Options for deals with plan requirementsSpeaker: Jim Eischen, JD

10:15 – 10:30 AMBreak

10:30 – 11:30 AM Compliance Solutions for Various Private Direct Practice models• Medicare participatory private medicine compliance• Opting out of Medicare & out-of-network compliance

solutions• Practice options for integrative/hormone replacement

practice modelsSpeaker: Jim Eischen, JD

11:30 – 12:30 PM Business Model Analysis and Discussion• Which is better for your practice, concierge or fee for

service?Speaker: Andre Etherly

SATURDAY

AgendaFRIDAY

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9:00 – 10:00 AMBusiness Analysis: Maximizing Your ROI Using Hindsight to create Foresight• What to charge, workflows, staffing, efficiencies, locationSpeaker: Kena Galvan

10:00 –10:15 AMBreak

10:15 – 10:45 AM Physician Case Studies on Business Transition – Practitioner Panel DiscussionModerator: Kena GalvanFaculty Participants

10:45 – 11:45 AM Branding and Cross-Platform Marketing• Branding, the importance of consistency across all platforms

for your businessSpeaker: Kalia Galvan

11:45 – 12:45 PMLunch

12:45 – 1:45 PM Using Work Space to Enhance the Patient ExperienceSpeaker: Megan Burraston

1:45 – 2:45 PM Your Practice’s Digital Presence• Discuss the Importance of a Modern and Responsive

Website, Social Engagement and Email MarketingSpeaker: Kalia Galvan

2:45 – 3:00 PMBreak

3:00 – 4:00 PM Ad Management• Google and Facebook ads to showcase Services / Increase

clienteleSpeaker: Kalia Galvan

4:00 – 4:45 PM Staff Training and Upselling - Key to $ Success• Do you train you staff on a consistent basis?• Patients don't care until they know you (and your staff) cares• How motivated is your staff?• Who is responsible for sales? You are!• Do you get testimonials? Does your staff ask for them?• Do you share monetarily with your staff?Speaker: Mike Clark, MBA, JD, Ph.D.

4:45 – 5:30 PM Faculty Speaker Panel Discussion and Marketing Study – Open discussion and Q and AJim Eischen, Andre Etherly, Kalia Galvan, Kena Galvan, Megan Burraston, Mike Clark

8:00 – 8:45 AM A Case Study on Patient EducationSpeaker: Steve Goldring

8:45 – 9:45 AM Practice Pearls in Creating Patient Relationships that Last a LifetimeSpeaker: Gregory Petersburg, DO

9:45 – 10:15 AM Faculty and Practitioner Case Studies on how Patient Experiences Build a Successful PracticeModerator: Gregory Petersburg, DO

10:15 – 10:30 AMBreak

10:30 – 12:00 PM Making a Difference – A thoughtful perspective in building experiences that matterSpeaker: Gregory Petersburg, DO

12:00 – 12:15 PMWrap up and Key Takeaways

SUNDAY

Worldlink Medical is proud to offer this training as we continue to partner together to transform health for individuals, communities and the world.

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Woldlink Medical | More Information at www.worldlinkmedical.com | 888-222-2966

Teaching FacultyJames J. Eischen Jr., JDFaculty ChairmanJim Eischen is a California attorney with nearly 30 years of experience representing clients in matters involving business planning, healthcare, privacy, licensing, and regulatory issues (including Medicare compliance, physician compensation, and private direct fee business modeling and compliance). His practice encompasses life science companies 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 Health Insurance Portability and Accountability Act (HIPAA) compliance. Jim has done credentialing work for physician independent practice associations (IPAs). He has experience structuring physician practice purchase and employment structures, and assisting companies delivering wellness products or programs, to ensure reimbursement and privacy compliance. 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

Megan Burraston, EDACEvidence-Based DesignMegan Burraston has been a top performer with Steelcase, Inc. for 15 years. For the past 8 years her focus has been working with major non-profit and healthcare clients in Utah, Colorado and Arizona. Megan is EDAC accredited (Evidence-Based Design Accreditation and Certification) and thrives on partnering and consulting with her clients to promote innovative environments, generate cost savings and maximize space utilization.

Mike Clark, MBA, JD, Ph.D.Consultant and EntrepreneurMike Clark is the founder of Seeking Perfect Health and co-founder of the Natural Bio Health Clinics where he created one of the first bioidentical hormone and functional medicine clinics. He served as the Director Education and Research at the clinics for seventeen year, developing the hormone practice and subsequently the weight loss and gastrointestinal health practices. He built and subsequently sold five bioidentical hormone and medical weight loss clinics beginning in 2001 - 2015.

He has a Doctorate degree in Natural Medicine, has been designated a Health Practitioners Diplomat in the Clinical Science of Anti-Aging, and a Fellow and Advanced Fellow of Anti-Aging, Regenerative & Functional Medicine. He has been certified by the Amen Clinic and is a GX Sciences Trained Provider.

Andre Etherly, MSTechnology Specialist / Practice ConsultantAndre Etherly is a consultant and entrepreneur focused on enabling Integrative Medical Practitioners to succeed by applying the sciences of technology and business into medical practice models. He has helped numerous integrative practices, many from initial startup, with projects that have included Business Plans, Marketing Analysis, Competitive Analysis, Practice Design (Fee for Service, Concierge, Hybrid), and numerous others.

Andre received a BA in Business Administration from Michigan State University and a MS in Information Systems Technology from George Washington University. Mr. Etherly’s Capstone Project focused on leveraging technology to improve healthcare outcomes and lower costs. Much of his work since that point has been focused on that objective.

5 Woldlink Medical | More Information at www.worldlinkmedical.com | 888-222-2966

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Kalia GalvanCorporate MarketingKalia specializes in Ad Management, Branding, Graphic Design, Website Design and User Experience. She developed Framed Marketing to help local and national small to medium-sized businesses to effectively market their business. Many of Framed’s clients include medical practices, wellness salons and exercise studios.

With over ten years of work experience, Kalia attended University of San Diego and graduated with a bachelor’s degree in Communication Studies. After receiving her degree, she tenured at an international digital marketing agency and focused on corporate marketing, including international corporate events, digital marketing, brand development and philanthropy.

Kena GalvanHealth Care OperationsKena has over 25 years experience in the health care industry. She has served in many areas including contracting, financial and operational management, business development and marketing, and technology implementation.

Prior to founding Absolute Solutions, Kena worked in large hospital systems including UCSD, Scripps and Sharp HealthCare, as well as multi-specialty practices and private centers. This diverse background provides Absolute Solutions with a unique, all-sides point of view and the drill down capabilities to formalize your vision, implement the plan, review the successes and opportunities, and continue fine-tuning to perfection.

Steve Goldring, RPhPatient EducationAs a compounding pharmacist, Steve Goldring has been educating women in menopause for over 25 years. He has earned Advanced Bioidentical Hormone Replacement Therapy certification under Dr. Neal Rouzier at multiple Worldlink events. For the past three years, Steve has been answering a call to create educational materials to help women in menopause gain clarity and confidence about optimal hormones. He provides video-based, online resources to explain optimal hormones in simple, clear language for women with no medical background. He’s surveyed over 1400 menopausal women to understand what they know and what they want to know about hormones, their risks, and their benefits.

Gregory Petersburg, DOPatient Experience Practice ConsultantDr. Gregory Petersburg is a popular international speaker, educator, and consultant for physicians’, medical professionals, and the public on lifestyle, proactive 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 the human dimension of a medical practice. He teaches the power of creating patient & practitioner experiences that create lifetime relationships for you and your patients and life-transforming change in patients’ lives

ACCREDITATION STATEMENTS

AMA PRA Category 1 StatementThis activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint providership of the Foundation for Care Management (FCM) and Worldlink Medical. FCM is accredited by the ACCME to provide continuing medical education for physicians.

FCM designates this educational activity for a maximum of 21 AMA PRA Category 1 credits™. Physicians should only claim credit com-mensurate with the extent of their participation in the activity

Registration Form

PRP for Medical andAesthetic Application

The Business ofCreating Health

February 1-3, 2019 (Sold Out)March 29-31, 2019Raleigh, NC

February 22-24, 2019Fort Worth, TX

Early Bird Price ($3,300)30 days before course

Initial Enrollment ($3,400)(Limited to 15 people)

Super Early Bird ($795)Expires 12/3/18

Early Bird Price ($895)30 days before course

Initial Enrollment ($995)(Limited to 15 people)

Staff Memberf ($495)(RN, MA, Office Manager)

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Register online at: worldlinkmedical.com669 W 900 N, North Salt Lake, UT 84054

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Upcoming Worldlink CoursesPart I Part II

January 11-13, 2019Salt Lake City, UT

April 5-7, 2019Salt Lake City, UT

August 2-4, 2019Salt Lake City, UT

Early Bird Price ($1,195) 30 Days before course

Initial Enrollment ($1,295)

Past Graduate ($675)

Staff Member ($675)(RN, MA, Office Manager)

March 8-10, 2019Salt Lake City, UT

September 13-15, 2019Indianapolis, IN

Early Bird Price ($1,195) 30 Days before course

Initial Enrollment ($1,295)

Past Graduate ($675)

Staff Member ($675) (RN, MA, Office Manager)