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the Business of Creating Health
A Hands-On Interactive Workshop

April 17-19, 2020 | Dallas, TX

Course Description:

Clinical evidence-based CME is important.  It provides up-to-date information on current research, emerging technologies and procedures as well as healthcare paradigm shifts and standards of care to keep you relevant and informed.  But what about the Business Health of practicing physicians and providers?  You can’t practice medicine successfully if you can’t navigate what we call the Business side of Creating Health for you and your patients.

That’s what this course is all about and it’s accredited for CME!.  We want to help you practice medicine in a transformative way for patients that makes business sense for you. 

The Business of Creating Health is an interactive hands-on course designed to navigate and create the most effective business practice models for ALL types of medical providers and all types of practices.  This includes insurance type practices, concierge and cash pay models.  This course was developed for both the experienced medical provider looking to grow or transition their practice AND the provider looking to start a brand new practice.  All attendees will create an effective business model by learning and actually doing it in groups.

Think of this as a mini business residency program in practice start up, practice transitions and practice growth.  This hands on course will teach the concepts, then we’ll build different types of practices in groups. Along the way we’ll hear all different types of practice case studies presented by your peers on what they did, what worked and what didn’t work.  By the time the weekend is over attendees we will have experienced and created a variety of business models and practice scenarios.  You will depart with new ideas, tools, resources and most importantly an actual plan to implement.  Learn by doing, leave with a plan.  Please plan to join us.

Workshop Schedule

  • Friday, 8:00 a.m. - 6:00 p.m.
  • Saturday, 8:00 a.m. - 6:00 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. A printed copy of the syllabus is available for $40 and can be requested during your online event registration process. 

    PLEASE NOTE: We request you download the material prior to the event as internet access in the meeting room may be limited.  We will also have flash drives available for those that find this easier than downloading.  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). Remember, a printed syllabus is available with an option for good old fashioned note taking.

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    *This is an outline of what we will be covering. Full agenda including speakers coming soon. 

    Day 1: Friday

    7:00 – 8:00


    8:00 – 8:15 AM

    Welcome and Explanation of Interactive Program Format

    8:15 – 9:00 AM

    Introduction & Overview of The Business Of Creating Health

    • The current state of health and trends in the U.S.
    • Sick care (i.e., consuming health) vs. health care (i.e., creating health) – what’s the difference and why you should care
    • New options and the future in medicine: Lifestyle, Preventive, Genomics, Stem cells, Bio-age medicine, and more
    • Why a new business model is necessary for a new world of medicine

    9:00 – 10:30 AM

    Setting the Foundation for a Successful Practice (video, group breakout & presentations)

    • 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

    10:15 – 10:30 AM


    10:30 – 12:30 PM

    The Business Elements of Your Practice

    • Business models
      • Plan participation & Medicare
      • Private direct medicine models: FFS vs. Retainer
      • Hybrid models
    • Pros and Cons

    12:30 – 1:30 PM


    1:30 – 3:30 PM

    The Business Elements of Your Practice cont. (Group Breakout & Presentations)

    • Structure and elements of your new practice
    • Business formation fundamentals
    • Contracts & Consents

    3:30 – 4:15 PM

    The Business Elements of Your Practice cont.

    HSA, HRA, and FSA

    4:15-5:15 PM 

    The Business Elements of Your Practice cont. (Group Breakout & Presentations)

    • Reading Budget & Financial reports
    • Writing a business plan

    Day 2: Saturday

    7:00 – 8:00AM          

    8:00 – 9:30 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 & business
      • Equipment
      • Technology
    • Estimating startup costs

    9:30 – 10:30 AM

    The Human Element of Your Practice

      • Personnel
      • Hiring
      • Training
      • Policies

      10:30 –10:45 AM BREAK

      10:45 – 11:30 AM

      The External Elements of Your Practice

      • Services & Products: Lab, pharmacy, nutraceuticals, suppliers, fitness centers, etc.
      • Business Associate Agreements
      • Allied professions

      11:30 – 12:30 AM      

      Transitioning vs. Taking the Leap In Your Clinical Practice (Group Break Out & Presentation)  

      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 the Cons: Business/Clinically/Personally
      • Planning & Implementation
      12:30 – 1:45 PM LUNCH

      1:45 – 4:30 PM

      Marketing, Practice Development & The Patient Experience (Group Breakout & Presentations)

      • Brand development and the message
      • Authenticity & the patient experience as an economic offering
      • Strategic planning and budgeting
      • Your digital presence: Web site & Social media
      4:30 – 5:30 PM

      Communicating Your Message/Story (Video, Group Breakout & Presentations)

      • Converting leads into patients
      • Cocktail conversation, Telephone talk, Pulpit pitch and Elevator elocution
      • Patient retention/patient loyalty

      Day 3: Sunday

      8:00 – 10:00 AM

      Managing Your Practice

      • The organized office
      • Policies & procedures
      • Fees, billing & collections
      • Business ethics
        10:00 – 10:15 AM


        10:15 – 11:45 AM Personal & Professional Considerations (Group Break Out)
        • Medical-Legal Considerations
          • Pitfalls
          • Preventing malpractice suits
        • Avoiding burnout

        11:45 – 12:00 PM

        Wrap up and Key Takeaways


        Announced Soon! 


              EARLY BIRD PRICE    

         VALID NOW THRU: MARCH 20, 2020 

           REGULAR PRICE   

         EFFECTIVE: MARCH 21, 2020 

        Medical Providers and Pharmacists 



        Support Staff 



        (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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        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 Education (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 19 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 (FCM) is an approved provider of continuing nursing education by the Continuing

        Nursing Education Group (CNEG), an accredited approver by the American Nurses Credentialing Center's Commission

        on Accreditation.

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        The Fairmont Dallas

        Fairmont Dallas Hotel

        1717 N. Akard Street
        Dallas, Texas

        Room block coming soon!

        Nearest Airport - Dallas/Fort Worth International Airport (DFW)

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        Fairmont Dallas  Hotel
        1717 N. Akard Street
        Dallas, TX 75201

        Register Now

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