Roetzel HealthLaw HotSpot

Host Ericka Adler is joined by Roetzel shareholder Christina Kuta to discuss the legal and compliance considerations surrounding concierge and hybrid medical practices. Ericka and Christina explore how membership fees can conflict with existing payor contracts and policies, the restrictions physicians need to understand before charging patients additional fees, and the potential risks of failing to comply with contractual obligations. They also discuss important steps practices can take to evaluate their agreements, structure their membership models appropriately, and avoid costly compliance issues.

Host Ericka Adler is joined by Roetzel attorney Melissa Cuddington to discuss the role of medical directors in med spas, and the responsibilities physicians take on when serving in this position. Melissa and Ericka discuss important considerations surrounding med spa ownership, supervision, scope of practice and compliance, as well as the risks physicians may face when proper oversight is lacking. They also discuss what physicians should understand before agreeing to serve as a medical director and the steps they can take to help protect their license and ensure the med spa is operating appropriately.

Host Ericka Adler is joined by John Tiedmann, Jr. from Physician Growth Partners to discuss the role investment bankers play in helping physicians to not only to find the best buyer, but to navigate the many steps on the way to a successful sale of a practice. John discusses the state of the physician practice market in 2026 and what physicians looking to sell might expect from a buyer in terms of price and deal structure. John and Ericka also discuss how practices can best prepare for a transaction and how building the right team of advisors can help close a deal successfully.

Host Ericka Adler is joined by Dennis Thornton, health care real estate advisor at CARR, to discuss how physicians and other health care practitioners can make informed real estate decisions when leasing, purchasing or expanding their practices.

Host Ericka Adler is joined by Craig Castelli, Founder and CEO of Caber Hill Advisors, to discuss the current market for selling physician and health care practices. The episode explores what buyers are looking for, how valuations and deal structures have shifted, and which areas of health care are attracting investor interest. Ericka and Craig also discuss physician retention, succession planning, and the importance of having the right advisory team in place when preparing for a sale.

Host Ericka Adler is joined by Daniel Gould, Private Wealth Advisor with Heritage Planning Partners, to discuss the financial planning considerations health care providers should address before and after selling a professional practice. The episode explores the importance of building the right advisory team, preparing for a significant liquidity event, and developing strategies to manage taxes, investments, and long-term financial goals. Ericka and Daniel also discuss common mistakes practice owners make after a sale, estate planning considerations, and how thoughtful planning can help preserve wealth for future generations.

Host Ericka Adler is joined by Roetzel shareholder Jonna Eimer to discuss letters of intent (LOIs) in health care transactions and the common misunderstandings that can arise before a deal reaches the final agreement stage.

The episode explores what health care providers should understand before signing an LOI, which terms are most important to address early, and how due diligence can shape the final transaction. Ericka and Jonna also discuss the importance of working with trusted legal and financial advisors, managing expectations throughout the process, and avoiding common pitfalls between signing an LOI and closing a deal.

Host Ericka Adler is joined by Roetzel shareholder Christina Kuta to discuss the growing trend of patients recording medical visits and sharing health care interactions on social media, and what health care providers should consider before allowing recordings in their practices.

The episode explores HIPAA and privacy concerns, consent requirements, reputational risks, and the legal challenges that can arise when patient recordings are shared online.

Ericka and Christina also discuss why health care practices should consider implementing recording policies and what providers can do when unauthorized recordings or misleading social media posts impact their practice.

Host Ericka Adler is joined by Roetzel shareholder Christina Kuta to break down the anti-markup rule and what health care providers need to know to stay compliant. They discuss how the rule applies to diagnostic testing services billed to Medicare, when billing arrangements may raise compliance concerns, and share practical examples to illustrate how it works in real-world scenarios. They also cover the potential consequences of noncompliance, including repayment obligations, penalties, and risks that may arise during audits or practice sales, and discuss what providers should be doing now to avoid costly mistakes.

Host Ericka Adler is joined by Roetzel shareholder Christina Kuta to explore how analytics are used in health care practices and what providers need to know about HIPAA compliance. They discuss how patient data is collected through digital tools like websites and email marketing, and when that data may be considered protected health information. The episode also covers common risks, including improper data sharing with third parties. Additionally, Ericka and Christina share practical guidance on protecting your practice, from understanding what's being tracked to ensuring vendors meet HIPAA requirements.