Dr. Heather Levites on How to Measure Marketing Strategies Well

David Zetter on The Annual Practice Check Up

Regular maintenance is a fact of life and never questioned. Annual physical. Change the oil in your car. Get your furnace checked out. Regular maintenance makes good sense. When is the last time you performed an annual check-up on your own practice? I’ll bet it’s been longer than a year. That’s not good. My guest today works with practices on all manor of operations, and he’ll tell us what to include in a practice annual check up. David Zetter is the founder and President of Zetter HealthCare, LLC in Mechanicsburg, PA and has over 24 years of operational and healthcare experience. David is nationally recognized for his speaking, presentations and healthcare business expertise. He is well versed in regulatory requirements, revenue cycle management, credentialing and contracting, compliance, coding and documentation. He is considered an expert on Medicare, not only by his clients, but also through consultant colleagues and healthcare attorneys across the country. David is an expert on ERISA regulations, which protect over 80% of the claims in the US, and he knows how to stop payor recoupments dead in their tracks and what is legal and illegal in many payor contracts. David’s firm works with healthcare professional clients and facilities coast to coast, in all areas of practice and facility management. In this episode Carl White and David Zetter discuss: * The value of an annual check-up * What to focus on when doing an annual practice check-up * What David says to owners who say “we check in each month. We’re covered.” Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link [https://calendly.com/marketvisorygroup/practicecare-podcastqa?month=2022-08] where you can get the process started. Connect with David Zetter https://zetter.com/ [https://zetter.com/] https://www.linkedin.com/company/zetter-healthcare/ [https://www.linkedin.com/company/zetter-healthcare/] https://www.linkedin.com/in/djzetter/ Connect with Carl White Website: http://www.marketvisorygroup.com [http://www.marketvisorygroup.com/] Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup [https://www.facebook.com/marketvisorygroup] YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig [https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig] LinkedIn: http://www.linkedin.com/in/healthcaremktg [http://www.linkedin.com/in/healthcaremktg]

Randall Avery on Keeping Financial Stress at Work

Running your business is stressful. Probably the biggest stressor is financial. You carry that with you, but how do you keep it at work and out of your relationships at home? My guest today is a financial advisor who works with practice owners on their business and personal finances. He sees this question in a number of his clients, and he’ll share the advice he gives to them. Randall Avery, CFP®, CFA helps professionals, practice owners, and pre-retirees turn financial uncertainty into clarity and confidence. Clients often come to him feeling overwhelmed by big decisions around retirement, investing, taxes, and cash flow — unsure if they’re making the “right” moves. Randall’s role is to simplify the noise, help clients define what financial success means to them, and create a clear plan that supports both their life and their values. In this episode Carl White and Randall Avery discuss: * How often he talks with clients about this topic * The dangers of bringing financial stress home * What he says to clients to help them out Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link [https://calendly.com/marketvisorygroup/practicecare-podcastqa?month=2022-08] where you can get the process started. Connect with Randall Avery Facebook Personal - https://deasilwm.com/brunch-amp-budgets/ [https://calendly.com/url?q=https%3A%2F%2Fdeasilwm.com%2Fbrunch-amp-budgets%2F&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=9ffc3d9ef381aee06f6a8e7c4930aa35ff66d6d9582348131d593f314d11e613] Facebook Business - https://www.facebook.com/DeasilWM [https://calendly.com/url?q=https%3A%2F%2Fwww.facebook.com%2FDeasilWM&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=2768888961d6564db6d7de8f087deeaa208ff1521ead537230b86dca3db1a310] LinkedIn -https://www.linkedin.com/in/randallavery/ [https://calendly.com/url?q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Frandallavery%2F&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=0f2b7fe97cc41fbe952dee1345da397b47d09932cab9957acbe31734014372e5] YouTube -ttps://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw [http://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw] Instagram - https://www.instagram.com/rsadeasil50/ [https://calendly.com/url?q=https%3A%2F%2Fwww.instagram.com%2Frsadeasil50%2F&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=20be3fcdb9340d0d1303b3e5af95a9874bc5ff8b24bee83ee828f57fa00fe523] Connect with Carl White Website: http://www.marketvisorygroup.com [http://www.marketvisorygroup.com/] Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup [https://www.facebook.com/marketvisorygroup] YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig [https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig] LinkedIn: http://www.linkedin.com/in/healthcaremktg [http://www.linkedin.com/in/healthcaremktg]

Dr. Heather Levites on How to Measure Marketing Strategies Well

There’s a joke in marketing that was said a painfully long time ago yet still vexes people today, and it’s this: I know half of my marketing is working, I just don’t know which half. It doesn’t have to be that way. Marketing strategies can be tested for their effectiveness, and my guest today will share her insights on how she does it. Dr. Heather Levites is a Board-Certified Plastic Surgeon with a special interest in advanced cosmetic surgery. She earned her undergraduate degree at MIT after attending an arts high school in New York City. She earned her MD from the State University of New York at Stony Brook, and completed her plastic surgery training at Duke University. She went on to complete an additional fellowship year of specialized training in aesthetic surgery in Charlotte. Dr. Levites opened the doors to her own practice, LevityLifts, in August 2025. Additionally, Dr. Levites is Clinical Faculty at Duke University. In this episode Carl White and Dr. Heather Levites discuss: * The core parts of her own marketing plan to grow her practice * Her own journey to test those core parts well and what she learned * Her advice to practice owners struggling with marketing effectiveness Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link [https://calendly.com/marketvisorygroup/practicecare-podcastqa?month=2022-08] where you can get the process started. Connect with Dr. Heather Levites https://www.instagram.com/levitylifts [https://calendly.com/url?q=https%3A%2F%2Fwww.instagram.com%2Flevitylifts&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=eb6475bcf15b7a1bc6750a8bda2c8440c4842183072fb3a1c320fd2db3bd82bf] https://www.facebook.com/LevityLifts [https://www.facebook.com/LevityLifts] https://www.tiktok.com/@levitylifts?_r=1&_t=ZP-92sdlKmD62o [https://www.tiktok.com/@levitylifts?_r=1&_t=ZP-92sdlKmD62o] Connect with Carl White Website: http://www.marketvisorygroup.com [http://www.marketvisorygroup.com/] Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup [https://www.facebook.com/marketvisorygroup] YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig [https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig] LinkedIn: http://www.linkedin.com/in/healthcaremktg [http://www.linkedin.com/in/healthcaremktg]

Vinny Sankaran on The Weaponization of AI in RCM

As AI makes billing faster, it also makes it easier for bad actors to target practices and their revenue cycle. My guest today works extensively in RCM, and implements AI in RCM, and he’ll open our eyes to the dark side and how to fight back.  Vinod (Vinny) brings over 15 years of experience in operations, financial analysis, strategy, growth, corporate development, strategic planning, and marketing. At MBWRCM, he is involved in applying his experience to optimize revenue cycle process flows to improve our clients' profitability and performance. In this episode Carl White and Vinny Sankaran discuss: * AI-Driven Phishing and Fraud: How hackers are using Generative AI to create hyper-realistic fraudulent claims and payment redirect requests. * The Evolving Cybersecurity Landscape: Why RCM systems are now the primary target for ransomware due to the high value of PHI and financial data. * Defensive AI: Using AI to detect patterns in billing data that indicate a breach or fraudulent activity before it’s too late. * Building a Redundancy Plan: Practical steps for independent practices to ensure continuity of claims processing during a widespread cyber outage. * The Ethics of AI in Security: Addressing the liability shift when AI makes a decision that leads to a data exposure. Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link [https://calendly.com/marketvisorygroup/practicecare-podcastqa?month=2022-08] where you can get the process started. Connect with Vinny Sankaran https://www.linkedin.com/in/vinodsankaran/ [https://www.linkedin.com/in/vinodsankaran/] Connect with Carl White Website: http://www.marketvisorygroup.com [http://www.marketvisorygroup.com/] Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup [https://www.facebook.com/marketvisorygroup] YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig [https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig] LinkedIn: http://www.linkedin.com/in/healthcaremktg [http://www.linkedin.com/in/healthcaremktg]

Lorianne Isaacon on Getting Onboarding Right

A material cost in a practice is the cost of replacing staff. One of the bigger people mistakes practices make is not properly onboarding and training a new hire. You wouldn’t think so given the costs, but it happens all the time. My guest today helps her clients with a variety of HR needs, including onboarding and training, and she’ll help us understand how to get onboarding right. Lorianne Isaacson is the founder of Personnel Matters, a company dedicated to helping business owners create stability, structure, and scalability through strong people systems. With decades of experience in operations, healthcare, and organizational development, Lorianne is known for turning chaos into clarity by building documented processes, clear roles, and accountability frameworks that allow businesses to thrive without owner burnout. Through Personnel Matters, she partners with small to mid-sized companies to design company blueprints and owner legacy frameworks that reduce turnover, improve performance, and create confident teams—so owners can step out of daily firefighting and into sustainable growth and lasting impact. In this episode Carl White and Lorraine Isaacson discuss: * What it takes to get onboarding right * Why so many practice owners make mistakes when onboarding * The onboarding mistakes Lorraine typically sees with her clients Want to be a guest on PracticeCare®? Have an experience with a business issue you think others will benefit from? Come on PracticeCare® and tell the world! Here’s the link [https://calendly.com/marketvisorygroup/practicecare-podcastqa?month=2022-08] where you can get the process started. Connect with Lorraine Isaacson https://www.linkedin.com/company/achieve-stability, [https://calendly.com/url?q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fachieve-stability%2C&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=6df7d43d5864fdbc63c4988e779bc61446e741f700bcb39cca533e91fc3a356c] https://www.facebook.com/AchieveStability [https://calendly.com/url?q=https%3A%2F%2Fwww.facebook.com%2FAchieveStability&user_uuid=CFCFDGYQYA3657KC&stage=1&hmac=d1020183a061b63595d8587358af103453e8ad5ea3f69c71a4d5c7fa81160286] Connect with Carl White Website: http://www.marketvisorygroup.com [http://www.marketvisorygroup.com/] Email:  whitec@marketvisorygroup.com Facebook:  https://www.facebook.com/marketvisorygroup [https://www.facebook.com/marketvisorygroup] YouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig [https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmig] LinkedIn: http://www.linkedin.com/in/healthcaremktg [http://www.linkedin.com/in/healthcaremktg]