Thursday, November 23, 2017

Business Partners

Accounting - CPA / Business Advisors

HMWC CPAs & Business Advisors focuses on the Client, offering a complete array of services specifically tailored for medical practices.  These services include bookkeeping, accounting, tax consulting, business consulting, business valuation, compensation formulas, physician credentialing and employee benefits support. 

Please visit our website for an in-depth view of our complete services: www.hmwccpa.com. Call or email us today to discuss how we can make your life a little easier.

Benefit: OCMA members may take advantage of a complimentary consultation, managers’ education series and annual staff salary survey participation. New clients will receive a 10% discount off regular hourly rates for the first year; 5% in the second year.  
 
Contact: Jay Wikum, CPA, CMPE, 714-505-9000, jay.wikum@hmwccpa.com


 

Banking Services


Under its Professional Practice Group, Sunwest Bank provides a variety of banking services to help businesses during times of change or growth, including the acquisition of a practice, expansion or relocation of a practice, buy-in or buy-out partner loans, consolidation of business debt, upgrading equipment, systems or technology, building equity with commercial real estate financing and specialized depository products through our treasury division.

For advanced business needs, Sunwest Bank has developed SAPPHIRE Banking, a product designed to serve the needs of busy medical professionals and executives who require sophisticated products and solutions to meet their banking needs. SAPPHIRE clients are paired with an individual banker to coordinate all personal and professional banking needs, ensuring quality service and relationships.

www.sunwestbank.com

Benefit: As an OCMA Preferred Business Partner, Sunwest Bank’s Professional Practice Group will provide customized financing and expert project support for members’ medical practices. Call to inquire about the current special offers Sunwest Bank has available to members of the Orange County Medical Association.

Contact:
Denise McCanless, VP Relationship Manager at 714-730-4412, dmccanless@sunwestbank.com

MUFG Union Bank, N.A., is a full-service bank with offices across the United States. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank also offers an extensive portfolio of value-added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services. With assets of $116.9 billion, as of September 30, 2016, MUFG Union Bank has strong capital reserves, credit ratings and capital ratios relative to peer banks. MUFG Union Bank is a proud member of the Mitsubishi UFJ Financial Group (NYSE: MTU), one of the world’s largest financial organizations with total assets of approximately ¥293 trillion (JPY) or $2.9 trillion (USD)1, as of September 30, 2016.  The corporate headquarters (principal executive office) for MUFG Americas Holdings Corporation, which is the financial holding company and MUFG Union Bank, is in New York City.  The main banking office of MUFG Union Bank is in San Francisco. 

1 Exchange rate of USD=¥101.12 (JPY) as of September 30, 2016

The Private Bank's Medical Specialty Group is focused on supporting the financial requirements of medical practices and physicians.  Your practice can benefit from the experience and knowledge of our relationship managers and the full suite of banking solutions that we offer.  Give us a call to discuss the extensive selection of depository products and services, as well as customized credit solutions we can offer you, your practice, and your employees.  

Contacts:

Laura Dang, Vice President, Private Wealth Advisor, 949-553-4307, laura.dang@unionbank.com

Anna Cai, Vice President, Private Banker, 949-250-0582, jiaoling.cai@unionbank.com

Billing Services (Medical)



The Savi Group’s full range of medical billing services optimize and maximize collections to improve your complete revenue cycle, including collection of residual A/R. We partner with your office to provide a range of products to dramatically improve your cash flow. We are fully ICD-10 compliant and HIPAA certified to ensure a seamless extension of your office while our global team ensures that our client's needs are always exceeded.

www.billingsavi.com

Benefit: FREE Billing and Collections Practice Assessment ($1,000 Value) that identifies trends within physician's practice.  In addition, SAVI provides $10/box discount for Document Management Services to ALL OCMA Members.

Contact: Veena Mahendru, 818-388-4885 (Direct) 714-648-0977 x306 (Work), veena@billingsavi.com

Collections and Billing Services (Medical)

Universal Financial Systems (UFS) is a Southern California based financial services company specializing in medical billing and collections, consumer and commercial collections, litigation and judgment collections, accounting services, and general business consulting. UFS excels in servicing all specialties and software platforms, EHR implementation and transition, and credentialing with all payers. Our billing and recovery efforts typically capture thousands of dollars in unprocessed or denied insurance claims as well as uncollected patient balances.

www.ufsworks.com

Benefit: OCMA members receive a complimentary Insurance & Patient Collection Performance Analysis ($300 value), as well as bundled pricing for billing and collection services.

Contact:
George Christidis, 310-502-3580, georgec@ufsworks.com


Community Partners

CalOptima is a county organized health system that provides publicly funded health care coverage for low-income children, adults, seniors and people with disabilities. CalOptima’s mission is to provide members with access to quality health care services delivered in a cost-effective and compassionate manner. As Orange County’s single largest health insurer, CalOptima covers nearly 800,000 members through four major programs: Medi-Cal (California’s Medicaid program), OneCare (HMO SNP), PACE (Program of All-inclusive Care for the Elderly) and OneCare Connect Cal MediConnect Plan (Medicare-Medicaid Plan). We maintain a network of more than 7,000 primary care providers and specialists, and contract with more than 30 acute and rehab hospitals.  


www.caloptima.org

Contact: Tiffany Kaaiakamanu, Community Relations Manager, 1-657-235-6872.

HIPAA Compliance / IT Services

Acentec is a Southern California-based company that provides a full range of healthcare IT services to medical practices nationwide. Our services include HIPAA compliance, IT management and support, medical billing, EMR software support, and a Meaningful Use Certified patient portal. Acentec’s HIPAA Security Suite includes the following:
  • A full risk assessment covering the 5 federally required categories: Administrative Safeguards, Organizational Requirements, Technical Safeguards (including Network), Physical Safeguards, and Customized Policies/ Procedures/Documentation.
  • A comprehensive Gap Analysis and HIPAA score
  • Customized Policies and Procedures
  • Updated Business Associate Agreements
  • Employee training
  • HIPAA Certification
http://www.acentec.com

Benefit: All current OCMA members receive a 25% discount off our HIPAA Security Suite compliance solution. In addition, OCMA members receive a 20% discount on our IT Manages Services and support. 

Contact: Jeff Mongelli, 800-970-0402

Hospice Services


Reliable Hospice, Inc. is a Joint Commission (JCAHO) Accredited & Deemed Hospice Organization based in Orange County and is already serving patients in Orange, Los Angeles, Riverside and San Bernardino counties.

Our patient-centered care for patients and families has earned us the highest level of accreditation in our designation as a Joint Commission Deemed Hospice. We have an extremely knowledgeable and qualified staff to provide around-the-clock service to your patients and their families.

www.ReliableHospice.org

Benefit:  OCMA members may reliably transition the care of their palliative patients onto hospice and rest assured that they will not lose touch. They can be certain of the care their patients receive from Reliable Hospice, Inc. Physicians who work with Reliable Hospice, Inc. may continue to follow their patients as well as be compensated for consults under an associate contract.  Our goal for your patients is to improve quality of life while reducing anxiety, depression and pain.  We are an Open Access hospice and will evaluate all  needs.   


Contact:
Rajiv Sanghvi, 714-395-4694


 

Human Resources/Payroll Services

 





We are excited to partner with OCMA.
KTimeHR will save OCMA members time, which they can better spend on their patients.
We want to help OCMA doctors practice medicine, not business administration. 

OCMA members receive a 20% discount on the monthly administration fee and 25% discount on set-up fees.

Service Description
KTimeHR provides employers with administrative services, including human-resource consulting, employee-benefit administration, time/attendance tracking, payroll processing, and securing workers’ compensation insurance.
¨ Cloud-based, paperless technology 
¨ Customized services
¨ Employee benefits (401(k), composite rates for medical, dental, vision, etc.)
¨ Dedicated key contacts

Human-resource consulting and payroll processing are our core services; however, with KTimeHR, you also have access to large-group employee benefit plans and workers’ compensation insurance management. Keep up with ever-changing employment laws, protect your business, and never worry about compliance.

Powerful Technology
KTimeHR’s workforce management technology enables employers to maximize business performance. Our easy-to-use, leading-edge mobile application puts employee administration at your fingertips anytime, anywhere.

Team of Experts 
With KTimeHR, you gain a team of human resource, benefit, and payroll experts. Your dedicated, easy-to-reach contacts will provide exceptional customer care and best-practice advice you can trust.  Partnering with KTimeHR will save you valuable time, increase employee productivity and engagement, and benefit your bottom line. 

For a complimentary assessment, contact Carol DiStanislao at (949) 331-1185 or CDiStanislao@KTimeHR.com.

Insurance


Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset— their people. Mercer’s 20,500+ employees are based in more than 40 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital.

Benefit: Mercer provides "member only" insurance plans that offer discounted pricing and/or enhanced coverage including workers' compensation, medical, health savings accounts, 10- and 20-year group level term life, business owner's policy, employment practices liability, long-term disability and group dental with a $2,000 annual benefit.

http://www.countycmamemberinsurance.com/Home.aspx

Contact a Client Advisor: 800-842-3761

Investments / Financial Planning


OCMA Investment Manager, Jim Moos is a Certified Financial Planner®, Certified Investment Management Analyst® and a Chartered Retirement Plans Specialist®. His areas of focus are: Financial Planning, Investments, Estate Planning and Retirement Planning.

http://www.morganstanleyfa.com/themgroup/

Benefit: Complimentary financial planning review and discounts starting at 50% on investment advisory services for OCMA members.

Contact: Jim Moos, Senior Vice President, Financial Advisor 949-717-5484

IT Services

Irvine based information technology firm NetServe Systems, Inc. offers OCMA physician members a wide variety of quality IT products and services; each highly customizable and designed to help busy physicians protect their practices and the important medical data they store. NetServe’s healthcare practice area is structured to directly address the unique IT needs of doctors’ offices. Fixed monthly fees allow members to budget and plan ahead.

www.netservesystems.net

Benefit: OCMA members may receive complimentary network infrastructure consultations and discounted rates of up to 20% on a wide range of IT managed services solutions including a variety of managed service plans, network infrastructure design and implementation, IT roadmaps, network security solutions, CIO advisory services, data protection and security, and HIPAA compliance and certification.

Contact: Linda Duong, 949-752-6788

Legal Services


Kinley Law Practice provides legal services, including business & employment law, litigation, and healthcare, to individuals and businesses throughout California. With over 25 years of experience, Kinley Law Practice delivers personalized, trusted, quality service and results-driven expertise for each and every client.

BUSINESS LAW
Representation of businesses of all sizes, from small business owners to large corporations, assisting with a wide range of business law matters ranging from business formation to transactions. He also provides outside general counsel for a clients.

LITIGATION
Over two decades of litigation experience in state and federal courts, arbitrations and alternative dispute resolutions on behalf of individuals and entrepreneurial businesses with a successful track record in real estate, business and corporate disputes.

HEALTHCARE
Specialized representation of healthcare clients in several different aspects of healthcare, including federal and state laws, regulations and compliance, licensing, medical board representation, managed care contracting and disputes, fraud and abuse issues, unique healthcare employment issues, HIPAA compliance, creations and mergers, and acquisitions of healthcare practices. 

Matt Kinley is the founder of CaliforniaHealthcareLaw.com, a blog serving as a legal source for the practice of medicine in California.

 

Benefit: Complimentary consultations, phone calls and discounted rates on a wide range of legal services to meet the needs of professional practices. Our accomplished attorneys develop trusted relationships with all clients to offer the highest level of experience and service.Complimentary consultations and discounted rates on a wide range of legal services to meet the needs of professional practices. Our accomplished attorneys develop trusted relationships with all clients to offer the highest level of experience and service.

Contact: Matt Kinley, Esq., 562-715-5557,  matt@kinleylawpractice.com


 

Malpractice

The Cooperative of American Physicians, Inc. (CAP) understands the realities of running a medical practice as only a physician-governed organization can. Learn how CAP supports California’s finest physicians with medical professional liability protection, practice management resources, risk management support, and more.

California Medical Malpractice Protection

Contact: Learn more today. Call our Membership Development department at: 800-356-5672



Medical Malpractice Insurance

The Doctors Company, the nation’s largest and California’s leading physician-owned medical malpractice insurer, offers Orange County Medical Society members expert guidance, resources, and coverage. Benefits include a claims-free credit of up to 25%, free CME, and the Tribute® Plan career award. Coverage is also provided for cyber liability and regulatory action. These are just some of the ways The Doctors Company is taking the mal out of malpractice insurance. To learn more about the exclusive benefits of The Doctors Company call Christine Skaggs at (310) 492-4796 or Get a Quote.

Medical Staffing

  MediQuest Staffing matches high-quality healthcare professionals with fully screened, talented medical support staff such as front and back office MAs, receptionists, billers, coders, medical collections, and practice managers to name just a few.  We have worked with private practices, outpatient clinics, hospitals, independent physicians’ associations, medical billing services, urgent care, and healthcare administration since 1965. OCMA members receive discounted VIP pricing that includes numerous à la carte benefits at no charge including background checks, drug screening, and license verification, among others. 

www.mediqueststaffing.com

Contact:  Tom Megonigal, 949-529-3064 or tmegonigal@mediqueststaffing.com.

Online Marketing & Website Design


Solution21 is a full service medical marketing agency specializing in website development and internet marketing services. Solution21's goal is to create effective solutions and to implement business insights to assure a healthy practice growth. by providing the following services: 
All-in-one Solution for Patient Acquisition, Retention, Marketing and Business Insights. 
Helping Practices to Modernize their Patient Experience
Increasing Your Medical Practice's Online Visibility to Ensure It gets Found & Get New Patients 
Design and Development of Custom Websites for Medical Practices and Healthcare Providers
Design and Development of Mobile Apps for Medical Practices and Healthcare Providers
Local and National Search Engine Optimization (SEO) Including but not limited to Google, Google Map, Bing, Bing Map, Apple Map. 
Online Reputation Management Service for Doctors and Medical Practices to prevent possible negative online reviews and increase the positive reviews. 
Social Media Marketing & Management including all major social media channels. 
Email Marketing Solutions to reach out to excising patients and followups. 

www.solution21.com/

Benefit: OCMA members receive a free consultation and also enjoy a 20% discount on all website development and internet marketing packages. We also offer one free website (first come, first served) to those specialties that we have not worked with in the past.

Contact: Andrew Espahani, 949-556-9185, andrew.e@solution21.com

Physician Wellbeing Services

Nossaman is an innovative midsize law firm with more than 170 professionals and a 75 year foundation, with eight offices nationwide, including Orange County and Los Angeles.

Nossaman attorneys represent clients in the healthcare sector on a wide range of issues including, medical staff peer review proceedings, Medical Board of California licensing proceedings, writ proceedings, State and Federal Court civil litigation, and related appellate proceedings. We also specialize in the medical and legal challenges that Physician Well-Being Committees must overcome to become trusted, effective resources, able to assist physicians struggling with stress, substance abuse and disruptive behavior.

Website: www.nossaman/healthcare.com

Contact: Tom Curtis, 949.477.7627 tcurtis@nossaman.com

Practice Management Services


Argus Medical Management offers a full range of physician practice management services including billing, EMR, HIE, credentialing, purchasing discounts, contracting, staff administration (payroll, benefits, H.R.), accounting, regional manager oversight, PC support, marketing, and an integrated physician medical group model which "Gives physicians the independence of private practice with the economies of scale and negotiating leverage of a large group."

http://www.argusmso.com/

Benefit: OCMA members receive a 10% discount the first year and a 5% discount the second year on Argus services. Members that join the integrated medical group model receive free OCMA membership. OCMA members are entitled to free membership in GroupSource (a group purchasing organization).

Contact: Shing Huang, CFO, 562-299-5210, SHuang@ArgusMSO.com.

For GroupSource (GPO/Purchasing Discounts): Peachy Paulino, Director Marketing Support, 562-299-5252, PPaulino@ArgusMSO.com.

 

Printing/Digital Communication


 
POS - Professional Office Services, Inc. provides medical offices with Print & Digital Products.  As the selected "Print" Business Partner with OCMA, POS is offering exclusive discounted pricing for OCMA members with FREE consultations to review, revise, streamline and bring up to date your in-office forms and marketing materials.

Also, Digital Solutions to improve your financial bottom line include:  1) Online Bill Pay with Quick Pay, 2) Statement processing service including E-Bills, friendly reminder, past due and final notice statements, 3) Messaging for improved patient communications, such as past due Texts, Emails and/or Phone Messaging, and 4) Patient Surveys to mirror back to you what your patients think of your practice.  All of these products bring you the requirements needed for a modern successful practice.

 

www.poscorp.com

 

Benefit: OCMA members receive 20% off flat print, 15% off 4-color print, free design or re-design of forms with additional special quarterly promotions exclusive to OCMA members.

 

Contact: Curtis Stickfort 714-633-5524 x1 

cstickfort@poscorp.com 


Real Estate (Commercial)



Lee & Associates Commercial Real Estate provides a broad mix of services focused on the representation of medical professionals and their real estate requirements:
• Office Relocations
• Lease Renewals
• Purchase/Sale Negotiations
• Project Leasing
• Opinions of Value
• 1031 Exchanges
• Investment Properties
• Financial Analysis

Benefit: Standard tenant representation at no cost to OCMA members. Any services, including landlord representation that would require compensation to be paid by an OCMA member, would be entitled to a discount of our standard brokerage services fees by 15%. 

Contact: Marshal Vogt – Lee & Associates Healthcare Advisory Group, 714-564-7117, mvogt@lee-associates.com

Residential Mortgage Lending






 Retirement Plan Administration & Consulting

 

  Retirement Plan Administration & Consulting Service

Benefit Equity, Inc. (BEI) assists your Financial Advisor and CPA with custom retirement plan design for your medical practice.

What makes us different?
Local TPA with 200 years of combined pension experience
Our creative plan design will save you thousands of dollars a year in taxes.
Local service with hands-on, proactive support
401(k), Profit Sharing, Defined Benefit & Cash Balance Pension Plans
We do not sell financial products

www.benefitequity.com

 

Benefit: Member Discount: 25% on plan set-up & 10% on annual services 

Contact: Michael Gorelick, APR, Senior Pension Consultant, 714-480-1364 x 220, mgorelick@benefitequity.com

 

CMA Member Benefits

 
Click to see a list of additional services and discounts offered by the CMA.

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