Clinical Business Framework

Caribbean Family Trip Discussion Florence shared details about a recent family trip to the Caribbean for her daughter's 16th birthday, which cost more than expected despite not being all-inclusive. She discussed the relatively short 3-hour flight from New York to the Bahamas and mentioned returning to work the following Tuesday after the trip. The conversation concluded with both participants disc...

In this session, Florence and Vineka shared real progress on a theme that's been building all year: getting the right work off your plate and onto the right system or person. Florence walked through the first week of expanding her offshore VA team to handle live phone calls — 40+ calls triaged in week one alone, with a noticeable drop in front-desk volume. We mapped out next steps for delegating t...

Finding Medical Staff Recruitment Challenges Florence discussed her ongoing challenges finding help at work and her experience with a recruiter who provided only one potential candidate, a third-year resident looking to move to New York. Florence decided not to pay for the candidate's travel expenses since she was interviewing multiple locations simultaneously, though she would offer to pay for di...

Loan Structure and Banking Arrangements Charu discussed her loan structure and banking arrangements with Jennie. She explained that there are prepayment penalties on her loan if paid off within two years, and the banker had been incorrectly withdrawing funds from the wrong loan account. Charu confirmed that she had allocated $48,000 total for salary (6 months at $8,000 per month) and took $30,000...

Key Takeaways G2211 Billing Strategy: A trial is needed to identify payers for the G2211 code, as it's being rejected when billed with therapy codes (e.g., 90833). The goal is to capture the ~$23/claim revenue without disrupting the clean claims rate. Billing System Overhaul: The practice is consolidating to CHARM+Optum to fix chronic data inaccuracies (AR, missed claims). A custom dashboard is be...

Grand Opening Event Summary Florence shared that her grand opening event went well with approximately 120 people attending, including family and friends. She explained that she started seeing patients before the official grand opening on Sunday to accommodate more people without needing to close her office. Florence mentioned she was waiting for photos from a photographer who attended the event. H...

Insurance Claims Processing Challenges Charu expressed frustration with processing EFTs and handling insurance claims, particularly with United Healthcare and Oscar, despite following provided instructions. Charu mentioned that Athena had reached out with some support but was still experiencing issues, and she was considering hiring a billing company to help with the EFT connections. Insurance EFT...

Revenue Cycle Management with Claude Jennie shared how she used Claude to streamline revenue cycle management for her 410 APCM patients. She created a prompt asking Claude to help reconcile claims data from a CSV file and generate a dashboard report. While demonstrating the process, Jennie encountered technical difficulties with her screen sharing and power connection, but explained how she uses t...

New Clinic Opening Plans Florence discussed her upcoming clinic opening, where she will see 10 scheduled patients on the first day before gradually increasing her schedule. She expressed excitement about the move to a new location, particularly for her PAs who live on Staten Island, though she noted concerns about maintaining patient care at the Brooklyn location. Florence also mentioned receiving...

Patient Volume, Referrals & Financial Stability Florence's office opening and clinic launch Florence is preparing for her clinic opening on April 28th with 10 patients already scheduled per day. She organized her office space and will bring her team to see it tomorrow, followed by an administrative meeting and dinner. An inspection is scheduled to occur one hour before her first clinic session...

Clinical Business Framework Office Hour April 16, 2026 Service line tracking and reporting gaps @ 1:42 Florence discussed challenges with tracking service line numbers and revenue generation through the EMR system. Her manager explained that the number of studies performed doesn't always correlate directly with revenue generated due to timing lags (e.g., busy December leads to revenue in January/F...

Clinical Business Framework Office Hour April 6, 2026 Revenue Cycle Management Issues Jennie and the team discussed revenue cycle management issues, with Vineka reporting finding 51 missing items in the billing process, potentially representing $10,000 in missed revenue for one month. Vineka expressed frustration with the billers' initial disorganized approach and emphasized the need to thoroughly...

Clinical Business Framework Live Call March 30, 2026 Insurance Coverage and Management Updates Jennie discussed insurance coverage variations across different providers, noting that Humana and United Advantage cover certain services at 100%, while Blue Cross Advantage plans have inconsistent coverage. She mentioned that about 85% of patients are eligible for chronic care management, which requires...

Clinical Business Framework Office Hour March 27, 2026 Paris Trip and Work Updates Florence shared details about her recent trip to Paris, including visiting family and Disney, and discussed the logistics of the trip. The conversation then shifted to work-related matters, with Jennie asking Florence about reviewing a spreadsheet on provider compensation in neurology. Jennie mentioned sending the s...

Clinical Business Framework Office Hour March 9, 2026 Legal Case Evaluation Planning Vineka shared updates about her recent birthday trip to San Diego with her stepdaughter and mentioned she had to cut short a 10-day detox due to the trip. She discussed her plans to draft an email to her attorney regarding a case evaluation, using insights from ChatGPT and Claude AI to explore potential benef...

Clinical Business Framework Office Hour March 16, 2026 Staten Island Office Expansion Plans Florence discussed her progress on opening a second office location in Staten Island, including ongoing construction of a ramp for handicap access and the need to relocate a gas meter. She plans to hire at least one neurologist by year-end, with the goal of having one physician and one PA in each office, an...

Clinical Business Framework Live Call March 03, 2026 Career Transition and Birthday Celebrations Jennie discussed her plans to transition to part-time work, explaining that she is selling her real estate holdings to secure her financial situation before making the change. She expressed that this shift aligns with her desire to pursue a different path, one that offers more autonomy and a new perspe...

Clinical Business Framework Office Hours - February 26, 2026 Senior PA Productivity Analysis Florence discussed her analysis of her senior PA's productivity, focusing on patient visits and working days. She noted a decrease in productivity due to the PA taking PTO and being less available. Florence calculated that the PA sees about 12 patients per day, which she considers acceptable given the...

Clinical Business Framework Live Call - January 27 Jennie introduces the peer group @ 13:10 Jennie explained that the purpose of this peer group is to provide a collaborative space for the participants to learn from each other, troubleshoot challenges, and gain a deeper understanding of their independent practices. She emphasized the goal of making data-driven, intentional business decisions rathe...