The DocPreneur Leadership Podcast

The second provision solves a somewhat arcane HSA problem for individuals and families that have a special arrangement with their primary care doctor, known as a “direct primary care” arrangement.  Under these arrangements, people pay their doctor a monthly (or annual) fee instead of paying their doctor only when they are seen in person.  Today, DPC arrangements disqualify Americans from contributing to an HSA because the arrangements are incompatible with the current rules for eligibility to contribute to an HSA.  No longer, starting January 1, 2026.   By HSA Consulting Services; July 2025   To be sure, only three provisions passed the Congress today rather than ten provisions which passed the House six weeks ago.  Such is the “sausage making” process of writing laws.  However, the three provisions that did pass should have a big impact on millions more Americans and on how health care is financed in this country.  Here is a quick summary of these provisions.   RELATED INSIGHTS | PODCAST | JULY 2025 (LISTEN TO LATEST EPISODE ON THIS TOPIC)   Summary Opinions and First Glance POVs Note: "The law places a limit on DPC membership fees at $150 per month for individuals (or $300 for families). While this cap makes DPC more financially accessible to a broader audience, it also restricts providers’ ability to charge for more comprehensive services that could reflect the quality and availability of care. This limit may dissuade some quality DPC practices from expanding their offerings, potentially leading to a lack of diversity in services; The law defines DPC coverage strictly as primary care services delivered by a primary care provider. However, services requiring general anesthesia, prescription medications (other than vaccines), and certain lab tests don’t fall within this coverage. This limitation might lead to confusion and dissatisfaction among patients who expect a more comprehensive level of care." (Latest Episode on this topic)   "Only a small percentage of Health Savings Account owners will take advantage of this opportunity initially, but the number may grow in the future when HSA-qualified plan enrollees realize how cost certainty for primary care, a focus on maintaining health, and assistance in navigating other care based on price and quality dovetail with their financial and medical goals." ~B. Stuart, July 2025   READ MORE AT HSA CONSULTING SERVICES   SOURCE: HSA Consulting Services; July 2025; https://hsaconsultingservices.com/newsletter/a-big-beautiful-hsa-expansion   Disclaimers: THIS SITE AND ANY OTHER CMT MANAGED OR OWNED WEB PROPERTY by Concierge Medicine Today, LLC (herein CMT) DOES NOT OFFER MEDICAL, FINANCIAL, LEGAL, OR OTHER PROFESSIONAL ADVICE. ERRORS OR OMISSIONS MAY OCCUR ON THIS SITE. The content is primarily designed for general informational purposes, targeting a healthcare professional audience. Any references, links, or interviews should not be construed as endorsements. CMT is not responsible for errors, omissions, statements, conduct, or claims related to guest posts, op-eds, podcasts, press releases, sponsored job listings, or advertised opportunities. Typically, CMT will strive to remove job listings that are older than four months, but this is not guaranteed. Always consult with reliable advisors before acting on the information you find here. By using our web properties, content, events, etc., in whole or in part, you agree to comply with the Terms and Conditions and Privacy Policy found here, releasing Concierge Medicine Today, LLC (CMT) from all liability. Additional terms may be applicable. CMT retains the right to remove any content, images, interviews, graphics, job listings, and similar materials at its discretion at any time, without notice and without liability. Thank you.

"Focus on the why people stay — not just that they can leave."   By Editor-in-Chief, Concierge Medicine Today   Why are some small medical offices in low cost (i.e. sub $99/pmpm) cash-only subscription-based healthcare delivery talking so much [in the past year I've noticed!] about "the churn", "you can leave at anytime" or telling patients, "There's the door!" -- Every medical office has those difficult patients, I get it. Subscription-based care works best when it builds continuity and trust over time and sometimes that's just not possible with some people. Let's take a lesson from some of the best subscription models (like Netflix, Apple, Concierge Medicine, Executive Healthcare programs, Spotify) -- they don't constantly remind customers [ie patients] they can cancel — they focus on why the product is worth staying FOR!   "It's no longer about being the best Doctor in the world anymore, it's about being the best Doctor FOR the world, FOR your Patients and FOR your local community!"   If you're building or promoting a subscription-based medical practice, focus on the why people stay — not just that they can leave.   LISTEN TO FULL EPISODE ...

Hannah Went is the Co-Founder of TruDiagnostic, a leading health data company and CLIA-certified laboratory that specializes in epigenetic testing and research.. Hannah is also the creator and host of the Everything Epigenetics Podcast. She is a molecular biologist by day and content creator by night and speaks with the most knowledgeable physicians and researchers in the world. Hannah is passionate about empowering people to take control of their health and wellness, and to discover new ways to enhance their overall performance. Epigenetic Experts & 
Aging Authorities At TruDiagnostic, we are firm believers that harnessing the power of epigenetic data can help the world live longer and healthier lives! We are a group of innovative doctors, researchers, clinicians, molecular biologists, biotechnology leaders, and diagnostic professionals. LEARN MORE, ORDER: https://www.trudiagnostic.com/ LISTEN TO FULL PODCDAST EPISODE: https://conciergemedicinetoday.net/podcast About Our Guest, Hannah Went, Co-Founder | TruDiagnostic  Hannah has a lifelong passion for longevity and breakthrough, disruptive technologies that drive radical improvement to the human condition. She attended the University of Kentucky and graduated with a degree in Biology. During that time, she had multiple research internships studying cell signaling and cell biology. After graduation, she worked for the International Peptide Society as their Director of Research and Content. Through work in the integrative medicine industry, Hannah saw an opportunity for methylation based age diagnostics and started TruDiagnostic in 2020. TruDiagnostic is a company focusing on methylation array-based diagnostics for life extension and preventive healthcare serving functional medicine providers.  TruDiagnostic has a commitment to research with over 30 approved clinical trials investigating the epigenetic methylation changes of longevity and health interventions. Since TruDiagnostic’s inception, they have created one of the largest private epigenetic health databases in the world with over 75,000 patients tested to date. Hannah has since created Everything Epigenetics where she shares insights on how DNA regulation has an impact on your health. Connect with and Learn More about TruDiagnostic ... (https://www.trudiagnostic.com/)

Today we jump on the airwaves with my daughter. We asked her 20-specific questions about healthcare, her Doctor's office experiences and what we can all do a little bit better to improve the healthcare experience for the next-generation patient! Enjoy!

"When I was in grad school Mark Zuckerberg rented my house to move 'TheFacebook' to California as seen in The Social Network." ~Andy Schoonover, CEO, CrowdHealth   LISTEN TO FULL PODCAST EPISODE LEARN MORE, Visit: https://www.joincrowdhealth.com/   CrowdHealth provides you a portfolio of tools, seamlessly woven together, that creates a beautiful, low cost healthcare solution. We help you find awesome doctors, negotiate your bills, and fund those bills through a peer to peer funding platform...for less. Welcome to an easier way to pay for healthcare. 🧡   Founder's Story   I'm Andy, the founder of CrowdHealth, and I've seen firsthand the failures of the health insurance system. Years ago, my daughter battled recurring ear infections and a ruptured eardrum. After a necessary, albeit quick, procedure, I was slapped with an $8,000 bill. Our insurance company refused to pay, deeming it "medically unnecessary." Despite doing everything right, the insurance I had trusted in left us high and dry when we needed it most. That's when I realized the system was broken and decided to create CrowdHealth, a more compassionate and reliable alternative to pay for healthcare. Traditional health insurance is often impersonal and unreliable, with twisted incentives. At CrowdHealth, we're changing the narrative. We treat our members like family, assisting them on their health journey, and managing their bills at an affordable cost. We're creating a system where the focus is on keeping our members healthy, rather than profiting from their illnesses. Our goal is to redefine the meaning of "healthcare" in our society. The sad truth is, each year, 250,000 people with insurance declare bankruptcy due to medical bills. It's a clear sign that the existing system isn't working and serves to benefit the pockets of the medical industrial complex. Frustrated with the lack of justifiable reasons, I've stopped seeking answers and decided to build a better solution. And that’s what CrowdHealth is all about.   LEARN MORE, Visit: https://www.joincrowdhealth.com/   CrowdHealth is a financial technology company, not a bank. Banking services are provided by Regent Bank, Member FDIC. FDIC insurance only covers failure of insured depository institutions. Certain conditions must be satisfied for pass-through FDIC deposit insurance to apply.    

Today our guest is an old friend, a musician and an expert in cash healthcare and compliance, Jim Eischen, Esq.    James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, health care and real estate matters. He received his J.D. from the University of California at Davis in 1987, and his B.A. from Creighton University in 1984.   Web Site: https://www.eischenlawoffice.com/about Email: jim@eischenlawoffice.com   Mr. Eischen is a national expert in creating compliant private fee practice models and structuring business transactional relationships with innovative healthcare and wellness models throughout the United States. His work has included compliance solutions for forming private fee practice models (concierge, direct primary care/DPC, integrative/Functional Medicine, connected care platforms) for self-employed healthcare professionals and larger provider networks and systems. He is also recognized nationally for compliance experience regarding complex healthcare corporate business planning and transactions. As a speaker at conferences throughout the US, he addresses private fee practice model formation, business/healthcare integration compliance, telehealth, data privacy, regulatory business planning problem-solving and start-up innovation monetization. In addition to handling traditional healthcare-related corporate transactions, he also works with companies that deliver wellness products and programs to ensure regulatory compliance.   Mr. Eischen’s broad complex business planning experience also includes life science company/start-up enterprise regulatory support, integration of healthcare professional expertise into business wellness models, and structuring corporate practice of medicine business modeling. He advises physicians, health plans, and business enterprises in matters connected to reimbursement, contracts, interdisciplinary health professional employment and labor issues, and Health Insurance Portability and Accountability Act (HIPAA) compliance.   Web Site: https://www.eischenlawoffice.com/about Email: jim@eischenlawoffice.com   © 2007-2025 Concierge Medicine Today, LLC. All rights reserved.   CONCIERGE MEDICINE TODAY IS THE INDUSTRY'S TRADE PUBLICATION, EST. 2007. DISCLAIMER: THIS SITE DOES NOT CONSTITUTE MEDICAL, FINANCIAL, LEGAL OR OTHER PROFESSIONAL ADVICE. © 2025 CONCIERGE MEDICINE TODAY, LLC. ALL RIGHTS RESERVED. THIS CONTENT/SITE IS NOT WITHOUT ERROR OR OMISSIONS.

Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. She represents numerous concierge medicine practices and has extensive experience with other innovative practice models. She also advises her clients – including physicians and physician groups, dentists, behavioral health clinicians, and other health care providers – in forming new practices, selling established practices, and negotiating employment and shareholder agreements, as well as guiding them with respect to regulatory matters. In addition, she counsels clients in forming management services organizations (MSOs) and navigating these sales to private equity. She can be reached at jeimer@ralaw.com.   By Jonna D. Eimer, Roetzel & Andress   Concierge medicine is on the rise, especially in the “snowbird” states like Florida, as practices and hospitals from Chicago and elsewhere have opened concierge practices to serve their patient populations in these warm locations. As these concierge style medicine practices continue to grow all over the country in primary care, pediatrics, women’s health and other specialties, practices need to be particularly mindful of the different legal considerations that affect these new practice models. Because patient membership fees are often paid in advance and the patient agreement usually contemplates a personal relationship with increased access to a certain physician, there are different legal challenges and practice issues that should be addressed at the outset of these practices.   Access the Full Interview (iTunes): LISTEN TO THE FULL INTERVIEW WITH JONNA D. EIMER, Roetzel & Andress (Updated May 2025) Connect with Jonna directly: Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. Watch Webinar Version (YouTube): Watch the Full Interview (YouTube) ...   Transitions, Terminations and Retirement   Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. © 2024 Roetzel & Andress. Photo Used With Permission.   The concierge model generally relies on increased access and time for patients because physicians have typically accepted fewer patients. Because of this, it can be very difficult to figure out the fairest way to negotiate a partner’s exit and how these patients and fees paid would transfer in the event of such departure. Does the partner get paid only in a buy-out of the whole practice or will the practice buy-out the individual partner upon his or her termination? Would this be handled differently in the case of a retirement? Would the practice consider a buy-out only if another physician can be substituted and take over the patient panel? How then is the new provider paid if fees have already been collected for a given year? It is possible the patients reject the substitute physician regardless of the departing physician’s recommendation.   Oftentimes, the agreements governing the practice’s operations include long notice provisions prior to any termination or retirement because it is not easy to substitute another concierge doctor if one leaves. Also, the patients have paid for the personal relationship and membership with their own doctor, so they do not always feel that this relationship transfers to another doctor. Another thing to consider is if a doctor terminates or unexpectedly dies or becomes disabled and a new doctor cannot cover their patients, what happens to patient fees that have already been collected? The practice needs to consider whether these fees are returned to patients and then whether a new membership agreement is entered into with the new physician. All these considerations need to be addressed in the initial stages of the company’s operations.   Cost Sharing/Expenses   Another issue confronting concierge practices is cost sharing and how to divide expenses in this type of practice models. Practices must decide if they are allocating costs based on each physician’s patient panel size or based on their respective ownership percentages of the practice. Once you allow for different panel sizes, these differences can become quite problematic, and physicians can end up disagreeing on the fair allocation of these costs. Confronting these differences early in the formation of the practice and providing for them in the practice’s operating documents can help avoid difficult and costly conflicts later for the partners.   Sales to Third Parties   Physician owners in a concierge practice also need to consider at the formation of a practice how the profits of the practice will be divided in the case of a sale to a third party. Will profits be divided based on a physician’s ownership in the practice or based on an individual physician’s production and fee generation? If a practice has providers with vastly different production and patient panel sizes, then this is important to consider because the higher producing partner may want a sale to a third party to take into account these differences. Another partner may feel strongly that profits should be divided based on ownership percentages in the practice entity, which may be equal even if the providers have different numbers of patients. Frequently, the potential buyer has their own considerations for valuing the practices and may ascribe different values to each physician’s practice. The buyer may base its valuation of the practice on patient panel size and fees generated by each individual physician.   Regulatory Considerations   Concierge practices typically charge a fee for membership in their practice, which generally allows patients increased access to the physicians and their services. If the practice is accepting Medicare and/or commercial insurance, the fee cannot be charged for any service already covered by Medicare or insurance. Additionally, if the practice accepts commercial insurance, the fee must be scrutinized to be sure it is allowed under any agreement with a commercial payor of the practice. Some payor agreements may specifically prohibit any patient fee for membership in a practice. Some practices have reached out to their commercial payors directly when converting to a concierge practice and have had these commercial payors review and approve their patient agreements and membership fees.   Coverage and Licensing Concerns   Because of the unique access provided to concierge patients, some practices have added special coverage when these patients are out of state or on vacation. In light of their patients who winter in warmer climates, like Florida, California and Arizona, some practices have partnered with other concierge practices in these states to offer services to their “snowbird” patients. Health systems are taking advantage of these practice models also. For instance, Chicago-based Northwestern Medicine opened a concierge medicine office in Naples, Florida, and Ohio-based Cleveland Clinic also has opened concierge medicine practices in multiple Florida locations. Doctors, however, need to be aware that they need to be licensed in the state where the patient resides. Due to these licensing considerations, some concierge physicians are also obtaining licenses in other states to cover patients that often spend their winters in these warmer states.   Final Thoughts   The above issues are just some of the unique considerations facing concierge practices from Chicago to Florida and other states as well. Because each concierge practice has unique patient fee agreements to consider, there is not a “one size fits all” approach to advising these practices. Concierge practices should not overlook the unique legal and practice issues facing them, from patient fee issues to physician departures. These models have a variety of legal challenges that should be addressed at the early stages of the practice, so they do not lead to partner and patient discord later on.   Connect with Jonna D. Eimer at Roetzel & Andress in Chicago, Illinois.   Jonna D. Eimer is a health law and corporate attorney and shareholder at Roetzel & Andress in Chicago, Illinois. She represents numerous concierge medicine practices and has extensive experience with other innovative practice models. She also advises her clients – including physicians and physician groups, dentists, behavioral health clinicians, and other health care providers – in forming new practices, selling established practices, and negotiating employment and shareholder agreements, as well as guiding them with respect to regulatory matters. In addition, she counsels clients in forming management services organizations (MSOs) and navigating these sales to private equity. She can be reached at jeimer@ralaw.com.   Disclaimer: This site does not constitute medical, financial, legal or other professional advice. Please do your due diligence. © 2025 Concierge Medicine Today, LLC. All rights reserved. This site is not without error or omissions. Concierge Medicine Today is the industry's trade publication, est. 2007. 

Today our guest is an old friend, a musician and an expert in cash healthcare and compliance, Jim Eischen, Esq.    James Eischen, Esq (Jim Eischen) is a licensed California attorney with over 32 years of experience handling complex corporate, business planning, health care and real estate matters. He received his J.D. from the University of California at Davis in 1987, and his B.A. from Creighton University in 1984.   Web Site: https://www.eischenlawoffice.com/about Email: jim@eischenlawoffice.com   Mr. Eischen is a national expert in creating compliant private fee practice models and structuring business transactional relationships with innovative healthcare and wellness models throughout the United States. His work has included compliance solutions for forming private fee practice models (concierge, direct primary care/DPC, integrative/Functional Medicine, connected care platforms) for self-employed healthcare professionals and larger provider networks and systems. He is also recognized nationally for compliance experience regarding complex healthcare corporate business planning and transactions. As a speaker at conferences throughout the US, he addresses private fee practice model formation, business/healthcare integration compliance, telehealth, data privacy, regulatory business planning problem-solving and start-up innovation monetization. In addition to handling traditional healthcare-related corporate transactions, he also works with companies that deliver wellness products and programs to ensure regulatory compliance.   Mr. Eischen’s broad complex business planning experience also includes life science company/start-up enterprise regulatory support, integration of healthcare professional expertise into business wellness models, and structuring corporate practice of medicine business modeling. He advises physicians, health plans, and business enterprises in matters connected to reimbursement, contracts, interdisciplinary health professional employment and labor issues, and Health Insurance Portability and Accountability Act (HIPAA) compliance.   Web Site: https://www.eischenlawoffice.com/about Email: jim@eischenlawoffice.com   © 2007-2025 Concierge Medicine Today, LLC. All rights reserved.   CONCIERGE MEDICINE TODAY IS THE INDUSTRY'S TRADE PUBLICATION, EST. 2007. DISCLAIMER: THIS SITE DOES NOT CONSTITUTE MEDICAL, FINANCIAL, LEGAL OR OTHER PROFESSIONAL ADVICE. © 2025 CONCIERGE MEDICINE TODAY, LLC. ALL RIGHTS RESERVED. THIS CONTENT/SITE IS NOT WITHOUT ERROR OR OMISSIONS.

A while ago we sat down with Direct Primary Care (DPC) Physician and true "DocPreneur" in our hearts and minds, Dr. Brian Blank. We'll unpack what 2020 was like, what led Dr. Blank to move into this practice model and lessons learned along the way for others.   By Michael Tetreault, Host/Editor and Dr. Brian Blank   "I grew up in the small town of Waterford, PA, delivering newspapers before leaving for the midwest to study broadcast journalism at the University of Missouri. I then spent the next several years working in cable news in both Atlanta and New York. In New York, I met my wife and father-in-law, a longtime primary care physician at the Cleveland Clinic. After many late-night conversations with him, I decided to switch careers to pursue family medicine. After stops in Boston and Costa Rica, I moved to Chapel Hill, NC, where I completed medical school at UNC. I then did my residency in family medicine down the street at Duke University Hospital.   In 2021, I opened Ember Modern Medicine, a practice I had dreamt about for more than a decade.    By eliminating overpriced insurance restrictions, I can spend more time connecting with my patients and focusing on their health and wellbeing instead of rushing through 7-minute visits checking government boxes. My wife and I are now blessed with two beautiful daughters. In my free time, I enjoy competing in endurance sports. I’ve run more than a dozen marathons, finished 2nd in a 50-mile ultramarathon, and barely survived an Ironman Triathlon. Lately, I’ve been attending Swamp Rabbit CrossFit. In 2021, I started a running streak, attempting to run at least one mile every single day. When you see me at Ember, ask me how that is going (so we can keep each other accountable)!"   RESOURCES MENTIONED  https://embermodernmedicine.com/ www.ForDoctorsFORUM.org www.ConciergeMedicineFORUM.com www.ConciergeMedicineToday.org  

Baptist Health South Florida Concierge Medicine offers a personalized healthcare experience with a proactive approach to your health and wellness. We give you extended one-on-one time, offering a concierge medicine environment that combines a comprehensive physical examination with exclusive personal services.   By Editor-in-Chief, Concierge Medicine Today   Today I'm joined by Aaron Klein, DO from Baptist Health South Concierge Medicine!    LISTEN TO FULL INTERVIEW (iTunes) ... https://conciergemedicinetoday.net/podcast WATCH THE FULL INTERVIEW ... https://youtu.be/g2P3q_LhB1I    Aaron Klein, D.O., is the concierge medicine director at Baptist Health. Dr. Klein specializes in preventive care, geriatrics and sports medicine. Dr. Klein previously worked at a private practice for 13 years and served as chief of medicine at Boca Raton Regional Hospital for 3 years. He has served as a team physician for the Lynn University and Florida Atlantic University athletic departments for nearly 10 years.    Dr. Klein enjoys concierge medicine for the uniquely personalized patient experience. He appreciates being able to give his time and attention in an accessible, friendly environment. Dr. Klein’s approach to patient care is to treat them how he would want his family or himself to be treated. He wants patients to feel comfortable and welcomed and offers them respect, concern and empathy. When he is not treating patients,    Dr. Klein enjoys watching and playing sports, traveling to the national parks and spending time with his family. Source/Credit: https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265   Baptist Health Concierge is the first hospital-based concierge medicine program in Palm Beach County. The goal of the program is to combine Boca Raton Regional Hospital’s world-class facilities, amenities and patient care with the personalized approach of a concierge model. As healthcare systems become larger and more impersonal, our concierge program strives to guide patients through the system providing accessibility, healthcare advocacy and high-quality care. These small patient practices enable us to provide extended, same-day appointments in a modern, welcoming environment that fosters a strong physician-patient relationship.    The empathetic and caring approach of our doctors and staff allow patients to play an integral part in their wellness and healthcare decisions. Rest assured, your comfort, health, convenience and satisfaction are our primary objectives.    Connect with Dr. Klein ... https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265   Learn More About Baptist Health Concierge ... https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265   SOURCE: https://baptisthealth.net/doctors/baptist-health-medical-group/aaron-leb-klein/2059265   © 2007-2025 Concierge Medicine Today, LLC. All rights reserved.   CONCIERGE MEDICINE TODAY IS THE INDUSTRY'S TRADE PUBLICATION, EST. 2007. DISCLAIMER: THIS SITE DOES NOT CONSTITUTE MEDICAL, FINANCIAL, LEGAL OR OTHER PROFESSIONAL ADVICE. © 2025 CONCIERGE MEDICINE TODAY, LLC. ALL RIGHTS RESERVED. THIS CONTENT/SITE IS NOT WITHOUT ERROR OR OMISSIONS.