Member Benefits

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: 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,

Banking Services

Sunwest Bank

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.

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,

MUFG Union Bank, N.A.

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.


Mark J. Bauer, Vice President, 949-553-7981,

Chris Calagna, Vice President, 949-553 2517,

Billing Services (Medical)

Savi Group

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.

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),

Collections and Billing Services (Medical)

Universal Financial Systems

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.

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,

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 in Orange County, California. CalOptima’s mission is to provide members with access to quality health care services delivered in a cost-effective and compassionate manner. In total, CalOptima serves more than 678,000 members through three major programs — Medi-Cal, OneCare (HMO-SNP) and PACE (Program of All-Inclusive Care for the Elderly) — with a network of more than 7,000 primary care doctors and specialists, as well as 30 hospitals.

Contact: Claudia S. Hernandez, Community Relations Manager, Public Affairs, 714-347-3262

Consulting Services

Practice Builders offers OCMA members discounts on their marketing services to attract, connect, convert and retain patients.  

Practice Builders has consulted with and provided marketing services for over 16,000 healthcare practices throughout the US since 1979.  Today, the company focuses on helping physicians and practices connect with today’s patients through multiple online media channels, including online reputation management through their leading edge solution, myPracticeReputation.

Benefit: OCMA members receive 15% discount on Practice Builders’ services.

Contact: Alisa OKeefe, Director, 714-200-2028,


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

Benefit: All OCMA members can become HIPAA compliant for $1,850 (Regular price is $2,250). In addition, OCMA members receive a 20% discount on IT Managed Services and support. 

Contact: Jeff Mongelli, 800-970-0402



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.

Contact a Client Advisor: 800-842-3761

Investments / Financial Planning

Morgan Stanley

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.

Benefit: Complimentary financial planning review and discounts starting at 40% 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.

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


TLD Law, a full-service law firm, offers a comprehensive Medical Professional Plan with a wide array of legal services for physicians, ranging from healthcare law to tax and estate planning. TLD’s attorneys are known for their ability to build long-term client relationships, fulfilling both the professional and personal legal needs of their clients.

Benefit: 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: Matthew Kinley 949-756-0684,


The Cooperative of American Physicians, Inc.

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

We are committed to the needs of doctors across the spectrum of the medical profession. Our finely calibrated risk profiles and variety of flexible insurance products ensure that our, and your, risk is covered responsibly.

Testimonials from OCMA members

Contact: Christine Skaggs, Account Executive 800-421-2368 ext. 4396

Online Marketing & Website Design

MediQuest Staffing

Solution21, Inc. is the #1 provider of custom websites and online marketing solutions designed for healthcare professionals. Exceptional personalized service and competitive packages are the hallmark of our company. With years of experience in website design and online marketing, we are confident that we can provide your practice with exceptional and cost-effective custom website design and marketing service. Solution21, Inc. is staffed by experienced medical and dental professionals, website designers and developers, Google and Bing/Yahoo marketing specialists, and SEO consultants who combine their expertise to create effective solutions that will enable you to enhance your online presence. We are focused on bringing the maximum number of new patients to your practice though your website.

Benefit: OCMA members receive a free consultation and also enjoy a 10% 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,

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.


Contact: Tom Curtis, 949.477.7627

Practice Management Services

Argus Medical Management

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."

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,

For GroupSource (GPO/Purchasing Discounts): Peachy Paulino, Director Marketing Support, 562-299-5252,

Printing/Digital Communication

Professional Office Services, Inc.

POS offers complete print and electronic services to the healthcare practice. With our staff of outside representatives, POS provides personalized evaluations of print & electronic services so as to enhance and improve patient communications in all aspects of the patient life cycle.

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

Real Estate (Commercial)

Lee & Associates Commercial Real Estate

Lee & Associates provides a broad mix of services focused on the successful acquisition, leasing, and sale of medical properties and healthcare facilities, as well as mixed-use projects, land for development, multi tenant buildings / commercial investments. We have extensive experience representing hospitals, physician groups, private practice physicians, HMO’S, medical developers, medical REIT’S and medical investors. We emphasize strategic consultation, rather than focusing merely on the transaction, as the best path to comprehensive real estate planning. It’s our client’s best assurance that our strategies are in sync with their goals.

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,

Retirement Plan Administration & Consulting

Benefit Equity, Inc.


Benefit Equity, Inc. is a third party administrator/pension consulting firm providing corporate retirement plan solutions to physicians. We equip business owners and their staff with tailored plans that provide the most tax deferred savings that ultimately lead to financial security. Our plan design techniques are time tested and IRS approved. We even offer our clients a full compliance warranty to meet the highest standards.  We do not sell products or investments.

Benefit: Free consultations, 25% off first year’s set-up fees and 15% off annual base administrative fees.

Contact: Michael Gorelick, APR, Senior Pension Consultant, 714-480-1364 x 220,

CMA Member Benefits

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