Legal 123s with ByrdAdatto

Adding a business partner can feel like the obvious next step when your practice is growing, but what happens when growth creates challenges in how decisions get made? In this episode, hosts Brad and Michael share the story of a successful physician who brought on a second doctor to help scale the business, only to run into unexpected challenges due to unclear expectations and misalignment. Tune i...

Every business owner reaches a moment when the next step is not so obvious. Hosts Brad and Michael kick off Season 24 with the lessons they learned from building their own firm. From the early days of moving fast and saying yes to every opportunity to navigating rapid growth, they reveal the challenges and turning points that shaped their journey. Learn how to avoid common pitfalls in your practic...

Adding a cash-pay service to an insurance-based practice may seem like a simple way to grow revenue, but it can introduce significant compliance risk. This fan-favorite episode explores how a cardiology practice’s weight loss program created patient confusion, operational headaches, and unexpected legal exposure. Tune in for compliance considerations to keep in mind when blending payment models. C...

The buzz around stem cells and exosomes continues to grow, but so do the legal and regulatory questions. In this fan favorite episode, Dr. Jordan Plews shares what medical practices should understand about these products, including FDA concerns, off-label risks, and why compliance matters just as much as innovation. Chapters [00:00] Intro [01:06]  Banter   [04:56]  Guest background [09:40]  What a...

As patients increasingly seek more personalized and preventative health care, practices are rethinking traditional care models. In this episode, Dr. Matti Palo, a board-certified orthopedic surgeon and entrepreneur, shares how he integrates wellness, direct care concepts, and emerging therapies into his practice while navigating the complexities of balancing cash-pay services with insurance-based...

In this episode, Dr. Johnny Franco, a board-certified plastic surgeon and founder of Austin Plastic Surgeon, shares the challenges practices face as they navigate the exploding demand for weight loss and wellness. Dr. Franco breaks down what it takes to integrate these services into an existing practice. Learn how quickly the space is shifting and what compliance risks come with expansion. Tune in...

Many medical practices are eager to add wellness services, but few are prepared for what it takes to run them well. In this episode, Amy Anderson, Founder of ACG Practice Partners, breaks down how to successfully integrate wellness into an existing practice. Learn why practices often underestimate the operational, financial, and compliance complexity behind services like weight loss programs, and...

As wellness, longevity, and anti-aging medicine continue to grow, physicians face increasing scrutiny around marketing claims, off-label therapies, and regulatory compliance. In this episode, Jeff Segal, MD, JD —ByrdAdatto partner and founder of Medical Justice—breaks down the growing legal risks facing these emerging areas of medicine. Tune in to learn how medical boards evaluate wellness practic...

What happens when patient demand pushes medical practices beyond their traditional scope? In this episode, Manhattan-based dermatologist and educator, Dr. Paul Jarrod Frank shares the growing pressure providers face as wellness, longevity, and preventative care reshape patient expectations. From GLPs and peptides to broader lifestyle conversations, Dr. Frank shares how practices can thoughtfully e...

Technology is transforming aesthetics, but strategy determines who wins. In this episode, plastic surgeon and industry leader Grant Stevens, MD unpacks how longevity, weight loss, peptides, and emerging technologies are rapidly outpacing surgery—and why that shift creates both opportunity and risk for aesthetic practices. As innovation moves faster than ever, the real challenge becomes deciding wh...

The future of wellness and aesthetics includes telemedicine, but states are paying close attention to how it is used. In this episode, Paulina Riedler, CEO and Co‑Founder of Spakinect, shares how practices can leverage telemedicine to deliver compliant, cost‑effective good faith exams while maintaining proper physician oversight. Tune in to learn what changes when you expand your practice across s...

Adding wellness services can open new revenue streams, but without the right financial and legal strategy, they can quickly impact profitability. In this episode, Jessica Nunn, Founder of Maven Financial Partners, breaks down how data, KPIs, and thoughtful financial planning help practice owners evaluate ROI, avoid costly missteps, and make strategic decisions. Tune in to learn how aligning staffi...

Does your malpractice insurance actually cover the wellness services your patients are asking for? As medical spas and wellness practices expand into medical weight loss, peptides, HRT, and other emerging longevity treatments, many assume these services are automatically included in their existing coverage. In this episode, Jason Kunz, a senior account executive at NFP and certified insurance coun...

As more practices expand into wellness, the question is no longer whether to enter the space, it is how to do it strategically. In this episode, Ben Hernandez, founder and CEO of Skytale Group, breaks down how wellness, longevity, and functional medicine have evolved from emerging trends into serious, investor-backed medical platforms. Tune in to learn what’s driving valuations, from recurring rev...

The future of wellness is moving fast, and med spa owners are feeling the pressure to keep up. In this episode, we are joined by Alex Thiersch, founder and chairman of AmSpa, and Adam Reinebach, CEO of AmSpa, to break down what practices need to know as wellness, aesthetics, and longevity become more connected than ever. With GLP‑1s, peptides, and hormone replacement therapy reshaping the industry...

Compliance risk can easily ignite a dumpster fire – especially when unhappy patients are involved. We are bringing back a fan-favorite episode about a physician who thought he had checked all the boxes for compliance. When a single unhappy patient triggered a medical board investigation, the situation quickly escalated into a preventable death to the practice.   Chapters 00:00 Intro   00:58 Banter...

The medical spa industry has surged into a $20+ billion market, bringing with it significant challenges around regulation and patient safety. In this episode, we are joined by Dr. Kate Dee, a Yale‑trained physician, breast imaging specialist, author of Med Spa Mayhem, and founder of The Medspa Board. After witnessing widespread noncompliance and risky practices across the industry, Kate set out to...

NP independence on paper does not always match independence in practice. In this episode, hosts Brad and Michael share the story of an Illinois nurse practitioner who launched her own wellness clinic after earning independent status—only to encounter obstacles she thought independence would protect her from. Tune in to learn how evolving NP autonomy, supervision rules, state scope-of-practice diff...

Employee handbooks are more than just paperwork, they are a strategic tool for protecting your practice and aligning your team. In this episode, ByrdAdatto’s newest partner, Grace Lee, breaks down how to create employee handbooks that actually work for medical practices. Discover why generic templates can put you at risk and how to handle PTO, harassment and remote work policies. Tune in to protec...

The landscape for physician non-competes is shifting, and practices are feeling the impact. In this episode, hosts Brad and Michael share the story of a top Texas plastic surgeon whose thriving practice relied on strict agreements to retain talent. When new physician non-compete laws limited what employers could enforce, he faced tough choices: how to protect his practice, retain talented surgeons...

Loyalty programs can drive real value, but in health care, they also carry real risk. In this episode, hosts Brad and Michael, joined by partner Jay Reyero, share the story of a growing multi-location med spa working to strengthen patient engagement and retention.  When the team considers adding a refer‑a‑friend program, they encounter a major obstacle: incentives can create compliance risk in hea...

When patients want to record their medical consultations, where does convenience end and legal risk begin? In this episode, hosts Brad and Michael share the story of a plastic surgeon caught off guard when a new patient insisted on using an AI assistant to record their consult. What starts as an awkward moment quickly raises bigger questions about consent laws, practice policies, privacy, and pati...

Perks like free procedures, injectables, and education loans are common in aesthetic practices, but even the most well-intentioned benefits can backfire. In this episode, hosts Brad and Michael share the story of a Texas plastic surgeon whose generous staff perks spiraled into operational, financial, and compliance risks. When rebate paperwork went unsubmitted, tax liabilities appeared, and popula...

When the FDA removed GLP-1s from the shortage list, many were unsure whether compounded versions could still be prescribed. In this episode, hosts Brad and Michael share the story of a medical weight loss clinic and the fallout after these drugs were removed from the shortage list. Tune in to learn how regulatory shifts, misinformation, and risk management collide in modern medicine. Find out how...

In this episode, ByrdAdatto partner Jay Reyero joins the podcast to share the story of a physician who built a thriving concierge medicine practice. When a chronically late and frequently canceling patient pushed the limits, the practice faced a critical question: Can you charge for no-shows without risking compliance? Tune in for legal and practical considerations behind implementing cancellation...