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, email@example.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.
Laura Dang, Vice President, Private Wealth Advisor, 949-553-4307, firstname.lastname@example.org
Anna Cai, Vice President, Private Banker, 949-250-0582, email@example.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.
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, firstname.lastname@example.org
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.
Contact: Tiffany Kaaiakamanu, Community Relations Manager, 1-657-235-6872.
Irvine-based, Practice Builders offers OCMA members discounts on their comprehensive marketing services, including Websites (both ADA compliant and standard sites), SEO, Online Reputation, Social Media and Staff Training (customer service excellence training, case presentation, field-based outreach to improve referrals).
Practice Builders has consulted with and provided comprehensive marketing services for over 16,000 healthcare practices throughout the United States since 1979. The company focuses on helping physicians and practices attract, connect, convert and retain new patients.
Benefit: OCMA members receive 15% discounts on Practice Builders’ services.
Contact: Alisa OKeefe, 800-679-1200 x 2028, email@example.com
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
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 50% on investment advisory services for OCMA members.
Contact: Jim Moos, Senior Vice President, Financial Advisor 949-717-5484
Benefit: Discounted investment management fee for members of OCMA with a complimentary financial planning review and risk/insurance assessment
Mitchell Hughes is a Wealth Advisor at Beacon Pointe Advisors, LLC. Beacon Pointe, based in Newport Beach, is a full-service advisory firm offering comprehensive financial planning and investment strategies designed to assist clients with making well-informed life decisions related to their wealth. Please contact Mitchell to discuss how we can help you fulfill your personal and financial goals.
Contact: Mitchell Hughes, Wealth Advisor (949) 478-7423| firstname.lastname@example.org
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
Carlson & Jayakumar LLP is a Newport Beach-based boutique law firm that represents medical practices, physicians, hospitals and other healthcare providers in healthcare law and employment litigation.
Healthcare Law: Our attorneys are experienced in defending physicians against Medicare and insurance audits/overpayment demands; representing physicians before the California Medical Board; forming professional corporations and multi-specialty practices; getting restraining/protective orders to protect patients, physicians, employees, property, and business interests; structuring healthcare contracts to comply with anti-kickback laws; and HIPAA, Stark, and fraud-and-abuse counseling.
Employment Litigation: We also have broad knowledge and distinctive experience in employment-law-related issues specific to the healthcare industry. Our experience includes defending hospitals and medical groups in wage and hour, discrimination, retaliation, and harassment disputes; drafting employment agreements and employee handbooks; and wage-and-hour counseling and litigation.
Benefit: OCMA members will receive a complimentary initial consultation and discounted rates on certain flat-fee services.
Contacts: Keith W. Carlson (email@example.com) or Jehan N. Jayakumar (firstname.lastname@example.org), (949) 222-2008
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 email@example.com
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.
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.
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 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, firstname.lastname@example.org
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 Association 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.
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."
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: Judy Phan, Chief Operating Officer, (562) 361-4947, email@example.com
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.
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 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, firstname.lastname@example.org
CARR Healthcare Realty is the nation’s leading provider of commercial real estate services for healthcare tenants and buyers. Hundreds of practices trust CARR every year with their real estate decisions. We are experts at helping practices maximize their profitability through real estate; while also leveling the playing field against landlords and sellers. Our services include start-ups, lease renewals, expansions, relocations, additional offices, building purchases and practice acquisitions.
At CARR we only represent healthcare tenants and buyers. We never represent landlords or sellers which allows us to avoid conflicts of interest commonly presented by listing companies. Our commitment to representing only healthcare tenants and buyers allows us to advocate for our clients’ specific needs and save them a substantial amount of time and money, while avoiding costly pitfalls and gaining peace of mind.
These services are always free to clients. In both residential and commercial real estate, the industry standard is for landlords and sellers to pay commissions to both their agent as well as the buyer’s or tenant’s agent. Commissions are being paid out regardless, so it is in the best interest of the doctor to put that money to good use and have their own representation.
BENEFIT: About 80% of healthcare professionals are paying above market rents so whether your lease expires next month or in 7 years, CHR will help determine a plan of action. We will monitor your lease renewal date to help prevent you from being at a disadvantage in your next renewal negotiation. As a benefit to OCMA members, Carr Healthcare Realty will review your current lease at no cost providing market evaluation, lease analysis, purchase vs lease evaluation, and negotiation strategies. This vital information is key to managing the 2nd highest expense in any medical practice and making key decisions that have a direct impact on profitability.
Contact: Tricia McCarroll, Agent, Orange County, CalBRE#02038733
949.933.9688; email@example.com; carrhr.com
Residential Mortgage Lending
CMA Member Benefits
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