Pew Charitable Trusts
Developed an economic model to evaluate the financial impact of new types of allied providers on a dental practice.

Bill and Melinda Gates Foundation
Worked with The Bill and Melinda Gates Foundation executive team to create the groundwork for rapid expansion, worked with their Malaria Vaccine Initiative to develop new funding models, and new approaches to budget management for clinical trials in Africa. 

• Provided due diligence services for investments; assessed several markets including wound care, OB/GYN imaging, adherence programs, online mental health platforms, surgical imaging, hearing aid/amplification market, among others (ongoing project).
• For an investor:  conducted a market assessment of the wound space including market sizing, technologies, customer needs, workflow, reimbursement and exit strategies.
• Created a toolset for Implementing EHRs at Independent Physician Practices:  in conjunction with a team of advisers at CHCF, helped develop the Small Practice eDesign model to help revitalize small medical practices and their patient outcomes.  This toolset enables small practices to adopt and meaningfully use EHRs.
• Created several landscape reports on the emergence and the mainstreaming of retail health care clinics and a set of case studies of Federally Qualified Health Center's who implemented retail clinics or variation on this model.
• Created a sustainable business model for a diabetic retinopathy screening service, including a financial model to help determine how to reach sustainability based on different operational strategies.
• Dental Practice Efficiencies:  Created a guide to operating a efficient practice, including creating a strategic plan; achieving and appropriate reimbursement and payer mix; smooth patient flow; optimal staffing patter; business systems; and new technologies.  A podcast audio report augments the guide.  The Good Practice: Treating Underserved Dental Patients While Staying Afloat, August 2008, California HealthCare Foundation.

The Manhattan Institute
Provided advisory services for the February 2011 publication “Easy Access, Quality Care:  the Role for Retail Clinics in New York."

The Washington State Dental Foundation
Created and published investigative report providing data on the financial viability of serving the Medicaid Insured in Washington State.  Interactive financial tools accompany this report.

The National Association of Community Health Centers
Developed a guide for FQHC on how to assess the financial, market and legal issues of a retail clinic, and if appropriate how to implement a retail clinic for success.  Financial tools, market research survey templates, slide presentations accompany this report.

GAVI- Global Alliance of Vaccines and Immunizations
Facilitated sessions with senior team to review plans and budgets for AVI (accelerated vaccine initiatives) to enable rapid introduction of Rotavirus, Pneumococcal, HiB vaccines in the developing world.

PATH
Led a team to develop a global vaccine and immunization strategy for PATH and their major donor, The Bill and Melinda Gates Foundation.

It Takes a Team: How New Dental Providers Can Benefit Patients and Practices

A new report from the Pew Center on the States, It Takes a Team: How New Dental Providers Can Benefit Patients and Practices, is the first to examine the impiact that hiring new types of dental providers - dental therapists and hygienists-therapist - could have on both productivity and profits of a private dental practice, where more than 90 percent of the nation's dentists work. Teh report features and interactive Productivity and Profit Calculator that dentist can use to evaluate the impact of new providers on their individual practices.

Implementing the EHRs at Independent Physician Practices
The CHCF Small Practice eDesign Model and Toolset

The California HealthCare Foundation (CHCF), in conjunction with a team of advisors, developed the Small Practice eDesign model to help improve small medical practices and their patient outcomes.  The model relies on local trusted organizations called "aggregators" to support small practices in the implementation of electronic health record (EHR) and revenue cycle management systems.  This toolset is a collection of resources for aggregator organizations working with small practices to adopt and meaningfully use EHRs for data-driven improvement.

These tools include assessments to determine aggregator suitability, small practice interest and readiness for change, as well as, how-to guides, FAQs, technical manuals, checklists, and other documents for EHR and revenue management implementation

Health Care Without the Doctor
(May 2009)
How New Devices and Technologies Aid Clinicians and Consumers 

Health Care in the Express Lane: The Emergence of Retail Clinics (July 2006)
"You're Sick. We're Quick." Retail clinics in grocery, drug, and discount stores promise affordability and convenience and are reshaping consumer options in health care. This landmark report examines this innovation from a national and California perspective. It provides an overview of in-store clinics and converging trends in retail and health care, and explores the potential for these clinics to succeed as a viable business model. 

 

Health Care in the Express Lane: Retail Clinics Go Mainstream
(September 2007)
An update to the 2006 report on retail clinics, this publication examines the industry's development.