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Private Direct Medicine

How to create and market US concierge, DPC, integrative/Functional Medicine and connected care private fee practice and business models.

Your Instructor


Jim Eischen
Jim Eischen

Jim Eischen started to lecture on private direct healthcare compliance solutions in 2010, and has since become a featured private direct healthcare conference speaker for a wide range of physician and healthcare innovation topics.


Physicians and Entrepreneurs don’t have time to research the ever-changing healthcare systems.

Our current US private direct medicine curriculum is a curated library of webinars that cover literally every aspect of US private direct medicine innovation and business planning. The existing library includes:

Course Benefits:

Downloadable Previews:

CMA: Providing Care Through Private Direct Agreements

Course Curriculum


1. Private Direct Medicine Models

(aired 03/12/2019)

What is U.S. private direct medicine? Concierge, DPC/direct primary care, integrative, Functional Medicine, hormone treatment, cash practice, connected care solutions with health data tracking & health coaching: they all involve private fees not funded by healthcare insurance plans.

We explore the aspects and attributes of each version of US private direct medicine models.

We discuss the future of US healthcare and how it may involve fitness testing, genomic information, even heart health data from your watch. Healthcare insurance plans won’t reimburse all the aspects of innovated US healthcare and wellness, so innovative businesses and healthcare practices must offer services triggering patient/consumer private fees. We explore how to accomplish US healthcare disruption with compliant private fee offerings. This webinar identifies all existing US private fees innovative practice models.

2. Comparing And Contrasting Private Direct Medicine Models

(aired 03/19/2019)

We compare & contrast all existing versions of US private direct medicine models so subscribers understand each model. We explore each model’s advantages and disadvantages to help viewers discern which model may best meet their needs. Evaluated models include concierge, DPC/Direct Primary Care, connected care, integrative/Functional Medicine, hormone replacement, and cash models. Subscribers struggling to understand the differences between various US brands and models benefit from this webinar’s overview of each model. Businesses looking to connect with private direct medicine gain an understanding of each model’s pros and cons. We identify MSO models that partner business with healthcare care practices and explain how those models function. We also discuss self-employed healthcare professional practice models that avoid the MSO structure. We discuss connected care businesses and practice models that sell services outside the definition of practicing medicine (health coaching, health & wellness products, health data-related services). This and the prior webinar introduce US private direct medicine models so subscribers can then dive deeper into the compliance challenges and solutions of every US model.

3. DPC Deep Dive

(aired 03/26/2019)

We explore specific positive attributes of the DPC or Direct Primary Care model that has excited many US primary care practitioners as a pathway from plan-dominated medicine. We identify DPC compliance and business challenges, and, discuss various solutions. We help subscribers decide whether the DPC model is the right fit for them by describing who are ideal candidates for this model. We reference the orthodox no-plan DPC model, and variations of that model that somewhat integrate plans. We outline how DPC practice/patient interactions (typically 30-minute office visits) along with electronic communication connection options, and various typical pricing. We discuss DPC efforts to change state and federal laws to better enable the DPC model, and, options that subscribers can adopt that can immediately accomplish compliance under existing laws. We want subscribers to understand the benefits and limitations of the DPC model, and to decide whether that model may best fit their needs (or not).

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4. Concierge Private Direct Medicine

(aired 04/02/2019)

We discuss the "concierge" brand of private direct medicine, the history of how this model arose, the diversity of practice structure options that utilize the “concierge” brand. Because concierge-branded practices can be either Medicare participatory or not, and can offer a wide diversity of services, we use this webinar to explore and consider two important forks in the road: 1) whether subscribers should remain Medicare participatory (and private plan participatory), or not; and 2) whether subscribers should sell "healthcare" for private fees, or, sell services outside of the strict definition of practicing medicine (patient education, behavior modification, health coaching, health data analysis). Because so many concierge-branded practices are Medicare participatory and in-network with private plans, we also use this webinar to discuss fundamental private direct compliance solutions that allow subscribers to remain in-plan/Medicare participatory and to lawfully sell services for private fees. We explain that these compliance solutions have allowed US concierge practice models to compliantly thrive from the late 1990s to the present.

5. Connected Care: Private Direct Healthcare That Isn’t Healthcare!

(aired 04/09/2019)

We explore a version of private fee health/wellness services intentionally structured to not constitute the practice of medicine. "Connected Care" describes a variety of services that can support healthcare without actually involving diagnosis and treatment—therefore that are not actually the practice of medicine. These connected care models deliver services outside plan coverage for private fees, and are not branded “concierge” or “DPC.” We do a market survey of several current versions of this model to show how dynamic and diverse these services are, and how this model is ideal for US healthcare device and services disruptive technologies. We identify compliance solutions to enable these innovative models that can include: health coaching, technology services, and online platform/communication system subscription. Market examples discussed include IORA, OneMedical, Oak Street, Omaha, Docent, ChenMed, WellMed, Mosaic, Aledade, and Arivale (not practicing medicine-genomic testing plus health coaching).

6. Integrative Cash Healthcare

(aired 04/16/2019)

The private fee compliance solutions for practices providing integrative/Functional Medicine/alternative/hormone therapy services provide a strong overview of Medicare/plan compliance alternatives. This webinar focuses on various integrative practice offerings that are outside plan coverage, and compliance solutions to enable these practices. Because integrative healthcare is frequently outside plan coverage, we do in-depth analysis of two (2) important decisions for any private direct fee model: whether to stay in-plan or not; and subscription pricing versus menu (fee for service) cash pricing. We close the webinar with best practices for integrative private fee healthcare practice formations.

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7. Private Direct Practice Marketing: A Primer On Messaging & Compliance

(aired 04/23/2019)

Private direct medical practices and related connected care offerings combine two (2) very different worlds: consumer persuasion and healthcare compliance. We identify US healthcare marketing regulation and compliance solutions. Many of the marketing compliance traps specific to healthcare and wellness products/services are counterintuitive, but this webinar dissects what’s so often wrong about healthcare marketing and the elements of strong (and compliant) healthcare marketing. The webinar addresses our current digital age, and the accelerating merger of healthcare with radically updated communication and data sharing technologies. This webinar is ideal for any healthcare professional or businessperson entering into US healthcare and wellness marketing, but is also useful for existing practice and business models looking to improve their marketing program.

8. Data Protection & Compliance Solutions For Private Direct Practice Models

(aired 04/30/2019)

We discuss US health data privacy laws in general, identifying various applicable federal and state agencies and the laws those agencies enforce. The webinar then focuses on HIPAA compliance solutions. We explain why cash practice models (and even businesses that interact with providers) must deal with HIPAA compliance, and we identify the basic compliance solutions for any practice or business model that connects to HIPAA regulations. We discuss Mr. Eischen’s theory of how to improve both practice AND business data security by adopting an outside-in versus inside-out data security approach. The webinar concludes with guidance and best practices on installing cyber liability insurance.

9. Business Regulations Applicable To US Healthcare: Practical Solution

(aired 05/07/2019)

This webinar is a terrific introduction to the often counter-intuitive and unique regulations that apply to US healthcare-related businesses and professionals. We review the basic essential business regulations that impact US healthcare practices and businesses that wish to engage with those practices. We discuss Stark/anti-referral via OIG resources (Issues and Safe Harbors), incentives, and corporate practice of medicine (CPOM) guidance as US healthcare is often improved and disrupted with practice/business partnerships. We engage in some important US healthcare regulation myth-busting, and conclude with outlining best practices for avoiding US healthcare business regulation compliance problems.

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10. Small Business Ownership/Self Employment Versus Employment: What’s Right For You?

(aired 05/14/2019)

Is US small business ownership or self-employment the right fit for you? This webinar explores starting a small business or engaging in self-employment, identifying both the typical challenges and joys of self-employment. The webinar helps subscribers evaluate whether small business ownership will make their dreams come true, or become a nightmare. We also evaluate the challenges and advantages of outside employment and provide guidance on how to rationally determine whether to pursue small business or outside employment. The webinar gets personal, as Mr. Eischen shares his own story that combines the benefits and challenges of small business ownership and outside employment, and how he navigated the decisions involved with both options. The webinar shares several articles by outside authors celebrating self-employment and outside employment benefits. Subscribers are exposed to diverse sources and points of view. The webinar concludes with suggested questions subscribers must answer for themselves when determining whether to pursue self-employment or not.

11. Medicare: Care Coordination, CCM and Telehealth Coverage Expansion

(aired 05/21/2019)

Many US healthcare practitioners and related businesses are unaware of Medicare’s expanded coverage of care coordination, care coordination management, and telehealth. This webinar discusses how these coverage expansions provide opportunities for US private direct medicine models, and create new compliance challenges as well. The webinar identifies updated US federal regulatory priorities as telehealth and care coordination coverage experimentally expands. The webinar identifies specific areas of US healthcare market opportunities created by these Medicare coverage expansions, while also providing best practices on avoiding regulatory issues. Finally, the webinar concludes with how expanded Medicare coverage can be intertwined with compliant private fee US care models to create expanded practice (or business) revenue streams.

12. Private Direct Medicine: Plan Integration Or Disintegration?

(aired 05/28/2019)

US Private direct medicine models are often both fleeing plan reimbursement requirements, and, billing plans for plan-covered services. The diverse US private direct medicine marketplace includes practice models 100% outside of any plan coverage, and models that integrate plan reimbursement with compliant private fee offerings. This webinar explores how subscribers should evaluate whether to integrate plan reimbursement, or not. We explore the benefits and burdens of plan integration, and spend more time on private plan compliance solutions (as other webinars have addressed Medicare/Medicaid compliance solutions). The webinar provides some updated US market information on how various US private direct practice models either integrate plan reimbursement, or avoid plans entirely, and concludes with recommendations on how best to evaluate whether to integrate plans or avoid them. We emphasize there is no one (1) right answer to the question of plan integration, the decision is personal to the healthcare professional (or business) and involves a variety of factors that are discussed.

13. How To Form Your US Private Direct Practice Model

(aired 05/28/2019)

This webinar is intended as a final presentation that integrates all of the prior twelve (12) US private direct webinars into one (1) final outline to help subscribers most effective enter into this dynamic US private healthcare marketplace—a marketplace that is almost certain to be ground zero for US healthcare innovation and disruption.

We explore the algorithm and structural approaches used by national private direct medicine expert Jim Eischen. He’s successfully formed hundreds of diverse US private direct practice models and practice/business models over the last nine (9) years. In this webinar, Mr. Eischen shares his insights and provides specific guidance on how any subscriber should approach the formation of their US private direct practice or business model. Divulging his internal knowledge and processes, he discusses the right questions to ask, and provides a step-by-step approach to forming the right practice model for various healthcare professionals, businesses and patients. This webinar is intended to follow the same approach Mr. Eischen uses when he consults on US private direct practice or business formations, and he fully shares what he has seen as the factors and approaches most likely to succeed and thrive.

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14. Interview with Michael Tetrault of ‘Concierge Medicine Today’

Jim Eischen interviews Michael Tetreault, the Editor-In-Chief of "Concierge Medicine Today" and "The DPC Journal.” Mr. Tetreault is a well known and respected voice, editor, community builder and authority in the concierge medicine and DPC healthcare innovation movements. Sharing his own stories of US healthcare (he is originally from Canada) and how his own health and business journeys led him to wanting to report on and support US private direct care models. You’ll enjoy Mr. Tetreault’s personal observations and anecdotes, in addition to his more detailed marketing and polling data, on why concierge and DPC practice models continue to thrive (and how connected care models are arriving).

15. Equity Incentive Compensation: From Promise to Reality with Guest Speaker Stephen Candelmo

Jim Eischen interviews and co-presents with attorney Stephen Candelmo, who translates his 25 years and US $3 billion of start-up and venture capital/fund raising experience into concrete guidance for anyone (healthcare professional, key employee, founder or start-up owner) on how to create equity incentive models. Mr. Candelmo acknowledges the power and perhaps the hype of stock options and other forms of equity grants, and helps subscribers better understand the business and tax strategies behind these incentive models. If you are a professional recruited to affiliate with start-up or larger enterprises with promised equity as a key inducement, you won’t want to miss this webinar. Mr. Candelmo and Mr. Eischen identify the compensation, grant calculation, tax and healthcare regulatory land mines to avoid. Subscribers will more effectively negotiate and navigate equity grant realities.

16. Dr. Jack Forbush: My Journey to DPC Medical Practice

Lofty Learning presents a live webinar interview with Dr. Jack Forbush. Dr. Forbush describes his journey to med school and into membership medicine, talks about what he learned from his DPC formation process, and conclude with a question and answer session with me (Jim Eischen) on Dr. Forbush’s DPC compliance questions—I provided answers to and described alternative options.

 

Weekly Webinars with Q&A Sessions

Subscribers to Jim Eischen’s US private direct medicine challenges have the most complete webinar library available in the US on private direct healthcare solutions.

Frequently Asked Questions


Why should I subscribe? Can’t I learn what I need from conferences, colleagues, internet searches, and hiring experts?
Live conferences: are amazingly helpful for meeting others who share common interests, but they can require significant time, and not all presentations may answer your specific questions. You may find a speaker who has critically important information, but, their ability to answer your questions may be limited by time and the nature of the live conference format. This can leave you with many unanswered questions. Well-meaning colleagues may have figured out what works for them, but that may not work for you. Internet searches: are (mostly) free, which is great, but content can be driven by market influences or other interests and can sometimes lack objectivity, diversity or credibility. The content may also not be peer-reviewed which is important for trustworthiness. You might find what you need, but you may also be led astray without all options explored and alternatives presented and explained. Hiring experts: Healthcare consultants and attorneys have a wealth of knowledge and experience, and can fully answer your questions, but the costs of engaging that expertise can be significant and sometimes hard to manage. Consulting experts and legal projects can grow and so do the costs. And, did you know enough before you hired your consultant or attorney to really understand where you are trying to go? Lofty Learning: Provides diverse insights and peer-reviewed educational content into U.S. healthcare private market solutions on a modestly-priced flat-fee annual basis. Subscribers can secure educational content focused on their specific interests, and, also learn about other points of views and alternative solutions. Educational content will not be based solely on one expert, but on a wide range of experts who will be interviewed or will deliver diverse and unique perspectives. Each live webinar will be recorded for later access and will include robust question and answer sessions so that subscribers may benefit from asking deeper expert insight.
Is Lofty Learning the same as hiring a healthcare expert or attorney?
No, Lofty Learning is an educational content provider. It does not require an advanced deposit (other than the modestly-priced paid annual subscription) or a legal retainer, does not require a conflicts check, does require the submission of your confidential information, does not charge per project or on a high hourly attorney rate, and only provides educational content via live and stored webinars. Lofty Learning is not a consultant, and does not provide legal advice. Lofty Learning strives to educate subscribers sufficiently on compliance solutions so that subscribers can make more intelligent decisions on their projects, armed with advanced data and information, to assist its subscribers to become better consumers of healthcare consulting and legal products as needed.
Will legal or healthcare consulting advice be delivered during the Lofty Learning webinars?
No, only education content is provided. However, the data acquired can assist subscribers who may hire healthcare consultants and attorneys. These subscribers can benefit by more effectively using further legal or healthcare consulting because they may better understand the compliance solutions they seek as well as the alternatives.
Will Lofty Learning webinars only deal with legal compliance? That sounds boring….
No! Webinars will address small business start-up and operations, marketing and how to trigger increased demand, alternative solutions and variable pricing options, success (and failure) stories from the battlefield of U.S. healthcare innovation, and more. While compliance solutions will form the primary learning material through a wide range of topics, delivered by Jim and other expert guests, Lofty Learning will seek to offer additional edifying content aimed at the professional learner who desires a more robust array of uplifting content.
Can I hire Lofty Learning?
No. We only accept subscribers for an annual offering of educational webinar content.
How often will Lofty Learning live webinars be offered?
Lofty Learning will deliver at least one (1) live webinar per month. The goal is to eventually have weekly live webinar offerings with an array of guest experts.
What if I try Lofty Learning for a couple months and decide to discontinue my subscription—can I get my money back?
Lofty Learning tried to formulate a pro-rata refund option, but realized that since an entire library of content can be exposed with annual subscription, allowing for pro-rata refunds would be counter-productive. Based on the modestly-priced annual subscription, our content is far less costly than live conferences dealing with the same or similar content. In fact, the annual Lofty Learning subscription fee can deliver more informative content in just one (1) webinar with robust questions and answers, which is why we believe the Lofty Learning is more than valuable at the reduced annual subscription rate. Lofty Learning in time will have a library of content available that vastly exceeds what one conference or consultant/attorney consult can deliver at a fraction of the price.
I am a healthcare consultant, expert, or attorney: how can I be interviewed by Lofty Learning during a live webinar or otherwise participate?
Lofty Learning is excited to reach out to thought leaders and experts, just make initial contact with us via email at: [email protected]
I’d like to partner with Lofty Learning, I’m connected with a conference provider and I’d like to promote more robust compliance and innovation education, how c
We have partnering models available for conferences and non-profits seeking to work with us. Just contact us at [email protected]
Can I have a confidential question and answer session during a live Lofty Learning webinar? And can I communicate during a webinar question and answer session
No, and, Lofty Learning cannot protect the confidentiality of anything any subscriber communicates during a webinar question and answer session, or the identity of the anyone electing to communicate during a webinar. Lofty Learning will not sell or disseminate information regarding subscribers to any third party, but cannot protect the confidentiality of a subscriber who voluntarily opts to communicate during a webinar question and answer session. Any information shared during a webinar will be part of the recording and will be available to other subscribers. That said, we believe that one of the strongest value propositions of the live webinars is the inclusion of questions and answers. We expect subscribers will ask good questions of our main presenter and other experts, and we expect those exchanges will have significant value to other subscribers.
Are subscriptions refundable?
Once a subscriber has access to our entire library, we cannot “un-do” what we’ve made available, so once a subscriber pays the subscriber has year-round access to our core curriculum and other content but no refunds can be provided.

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