1.

Introduction

2. Market Share Analysis

Stakeholders Total in San Antonio Number with DA Percentage with DA

Patients 26000 805 3.1%

Physicians 5537 73 1.32%

Physician Groups 4672 8 0.17%

(PGs)

Home Health 2553 326 12.76%

Agencies (HHAHs)

3. Relationship Mapping
1. BSZ Medical PA

Overview
BSZ Medical PA emphasizes personalized, compassionate care with a strong focus on
patient satisfaction which is reflected in high ratings and positive reviews. Staff
professionalism and efficiency contribute to a welcoming atmosphere, while their
patient-centered approach helps foster trust. Feedback highlights the clinic's
responsiveness to medical concerns and commitment to fostering long-term health
partnerships with patients.

Location
1746 W Goodwin St, Pleasanton, TX 78064-4500

Contact Details /Online Presence

Phone: (830) 268-5040
Fax: (830) 507-3764
Website: https://bszmedicalpa.com/

Providers
● Benjamin Scott Zertuche MD
● Adriana Williams MS, ACNP-BC, FNP-BC
● Roxanne Barragan NP-C
● Lupita Armenta NP-C
Services
● Comprehensive Family Medical Services
● Comprehensive Obstetric Services
● Medical Weight Loss Programs
● Allergy Testing and Immunotherapy Treatment
● Hormone Replacement Therapy
● On-Site Quest Laboratory

Patient Count and Demographics

● 10,453 patients in total on the EHR
● We have 6 patients in SST.
(0.00057% have been acquired by DA).

Summary
Our EHR system lists four providers, but we have successfully acquired only one of
them—Dr. Benjamin Zertuche, MD. The total number of patients recorded in the EHR
stands at 10,445. Based on an estimation approximately 1% of these patients (or around
105 individuals) are likely to be receiving home healthcare services.

However, we currently have only six patients registered in our SST, this highlights a
potential gap. This tells us there may be an alternative paper documentation is still in use.

To address this, we should investigate whether these providers continue to rely on paper
documents for patient records and workflows. By identifying and understanding their
existing processes, we can approach them with the benefits of transitioning to our Doctor
Alliance (DA) platform.
 Establish a POC.

2. Responsive Infectious Diseases Solutions

Overview
Responsive Infectious Diseases Solutions, led by Dr. Robert Zajac A.(He was an officer
in the Air Force from 1981 to 1990.), provides specialized infectious disease care with a
unique focus on combining traditional and alternative therapies to improve quality of life
and promote longevity. The practice addresses both acute and chronic infections,
alongside lifestyle and immune health, to prevent recurrence and support whole-patient
wellness.

Location
150 E. Sonterra Blvd., Suite 170, San Antonio, TX 78258

Contact/Online Presence
Fax: 210-481-2834
Phone: 210-481-2800
Website: https://responsive-id.com/index.html

POC: Mona

Providers

● Robert Zajac, MD – Lead Physician

Dr. Zajac enjoys spending time with family, hiking, camping, gardening and
landscaping, photography and of course, the San Antonio Spurs. He likes being in
nature and learning the medicinal properties of herbs.

● Allison Hutcherson, PA-C – Physician Assistant

Along with NP Ramos, Allison practices Wound Care at multiple facilities around San
Antonio as well as at the RIDS clinic. She is excited to have recently joined Dr. Zajac
and his team at RIDS clinic, practicing Wound Care and Infectious Disease.

● Jose Ramos, NP – Nurse Practitioner

He offers in clinic debridements, edema management wraps, diabetic foot ulcer

management, and platelet derived growth factor treatments.

● Abel Mendez, FNP – Family Nurse Practitioner

His background includes providing critical care during air transport as a Flight Nurse.
As a Nurse Practitioner, he has worked in the urgent care setting and in the
emergency department of a major hospital.
Services

Responsive Infectious Diseases Solutions offers comprehensive treatment for infections,

targeting conditions such as:

● Post-operative infections: bone and skin infections

● Recurrent infections: sinus, ear, urinary tract infections
● Severe infections: sepsis and blood infections
● Viral infections: CMV, Epstein Barr, Herpes, HIV/AIDS
● Tick-borne diseases: Lyme disease, fungal, and lung infections
● TB and tropical/travel-related infections
● Immunodeficiency and associated neurological conditions

Special Services
Responsive Infectious Diseases Solutions operates a state-of-the-art infusion suite,
managed by registered nurses, providing intravenous therapies for various conditions.
Treatments offered include:

● IV Antibiotic Therapy for severe bacterial infections

● IV Immunoglobulin (IVIG) therapy for immune deficiencies and autoimmune
conditions such as CIDP and dermatomyositis

The practice also provides on-site nutritional and herbal supplements to support immune
health, manage blood sugar, liver function, enhance memory, focus, and improve joint health.

Patient Count and Demographics

● 8635 patients in total on the EHR

● We have 49
(0.57% have been acquired by DA).

● HHAHs with the most

common patients:
 Summary

3. WoundCentrics, LLC
Overview
WoundCentrics is a comprehensive wound care management company that specializes
in planning, developing, staffing, training, and managing both inpatient and outpatient
wound care programs. Their services are designed to enhance clinical outcomes,
streamline operations, and boost profitability for healthcare facilities.

Location
WoundCentrics operates more than 90 locations across the United States, partnering
with over 35 hospitals.
Headquarters: 2124 Gabriels Place, Suite 101 New Braunfels, Texas 78130

Contact/Online Presence
Phone: 806-712-1096
Website: https://www.woundcentrics.com/
LinkedIn: https://www.linkedin.com/company/woundcentrics
Facebook: https://www.facebook.com/woundcentrics
X (Twitter): https://twitter.com/WoundCentrics
Email: [email protected]

POC
Ben, Erica, Adam

Providers

● Dr. Rodney Franklin, MD, MBA: Chief Executive Officer and founder, with
extensive experience in healthcare entrepreneurship and clinical practice.
● Dr. Marcus Gitterle, MD, FACCWS: Chief Medical Officer and co-founder, with a
background in leading hospital specialty departments and active involvement in
wound care clinical practice.
● Stuart Oertli, MS, OTR: Chief Operating Officer, bringing nearly two decades of
healthcare experience, including roles in rehabilitation leadership and hospital
administration.
● Christina Chapman: Chief Financial Officer, overseeing all financial functions of
the company, with a background in public accounting and taxation.
● Brandye West, MBA, MS, CCC-SLP: Chief Administrative & Compliance Officer,
with experience in speech-language pathology and healthcare management.
● Ken Rideout: Chief Development Officer, with a 28-year career in healthcare
and a track record of developing new wound care and hyperbaric therapy
facilities.
Services
● Full-Service Wound Care Management: WoundCentrics provides tailored
solutions for outpatient wound care, inpatient wound care, and post-acute
services. They offer training and development for community physicians and
clinical teams or supply specialized wound care physicians and extenders to
complement existing medical staff.
● Inpatient Wound Care Programs: Their inpatient program delivers
evidence-based solutions for hospitals, focusing on the specific needs of
high-acuity wound care patients. This includes collaboration with facility medical
staff, advanced modalities like bedside debridements, and integration with
hospital policies and case management.
● Inpatient Rehabilitation Facility (IRF) Services: WoundCentrics offers
specialized wound care services within IRFs, supporting clinical goals while
navigating administrative and regulatory complexities. Their providers work
alongside rehabilitation teams to manage wound care, enabling patients to
participate in required therapies and achieve rehabilitation objectives.
● Long-Term Acute Care Hospital (LTACH) Programs: They have developed
specialized wound services for LTACHs, addressing the clinical challenges of
high-acuity patients and the administrative requirements for admissions,
management, and discharge.

Patient Count and Demographics

● 471 patients with DA

Summary
4. Northeast ProHealth

Overview
Northeast ProHealth is a medical practice located in Converse, Texas, specializing in
internal medicine.
It provides comprehensive healthcare services, including chronic disease management,
preventive care, family planning, gynecology, and minor procedures. The clinic also
offers wellness services such as immunizations and wellness panels, and homeopathy
consultations for holistic care. The practice is led by Dr. Orlando Kypuros, along with a
team of nurse practitioners and other healthcare providers. They emphasize
patient-centered care, accept most insurance plans, and offer same-day appointments.
The clinic is located at 7585 Kitty Hawk Road, Suite 201, Converse, TX, and is open on
weekdays with reduced hours on Fridays.

Location
7585 Kitty Hawk Rd Ste 201, Converse TX, 78109

Contact Details /Online Presence

Phone: (210) 468-2333
Fax:
Website:

Providers
● Dr. Orlando Kypuros
● Dr. Won Park
● Dr. Ismael Sosa
● Yvette Martinez, ARNP
● Kristine Park, NP
● Valerie Miller, NP

Services
● General Health
● Prevention & Wellness
● Immunizations
● Work/School/Travel Exams
● Homeopathy Consultations
● Home Visits
● Minor Ambulatory Procedures
● Chronic Disease Management
● COPD & asthma care
● Family Planning
● Ear Syringing
 ● Flu/ Pneumonia Immunization• Gynecology
● Laser Treatment

Remarks on Services
The presence of multiple home health service providers suggests that many
patients are receiving in-home care, which is crucial for managing chronic
conditions effectively.
The variety of service providers indicates a potentially fragmented care system,
which could impact the continuity and quality of care received by patients

Patient Count and Demographics

● We have 38 patients in SST.

5. Centric Physicians Group

Overview
Centric Physicians offers a range of healthcare services, including primary care and
behavioral health at outpatient clinics in San Antonio and Boerne, Texas. They provide
personalized post-acute care in facilities such as assisted living, skilled nursing, and
long-term care. Centric focuses on high-quality, continuous care, ensuring 24/7 support
through its Care Management program. They also offer a transitional care triage center
that bridges various healthcare needs, accepting most insurance plans, including
Medicare and Medicaid.
Location
17 Old San Antonio Road, Suite 20, Boerne, TX 78006

Contact Details /Online Presence

Social ids: https://www.centricphysicians.com/
Fax: (830) 428-5132
Phone: (830) 267-4575

Providers

● Dr. Caridad Tenorio, MD – Lead Physician

● Dr Laura Givens – Physician
● Dr. Barlow, Virginia L – Physician
● Dr. Acosta, Peter P – Physician

Special Services
Centric Physicians offer a wide range of services focused on both primary care and
specialized care for their adult and geriatric populations. Key offerings include:

1. Primary Care: They provide comprehensive family practice services, particularly in

the San Antonio and Boerne areas. Their clinics address general healthcare needs
for adults and seniors, and they accept various insurance plans​

2. Behavioral Health: Centric integrates behavioral health services with primary care.
They offer mental health assessments, counseling, and treatment for conditions like
depression, cognitive decline, and other mood disorders, with dedicated
professionals including psychologists and psychiatric nurse practitioners​

3. Post-Acute Care: Centric excels in providing medical care in post-acute settings

such as skilled nursing, long-term care, and assisted living facilities. Their team of
physicians and nurse practitioners offer continuous care, helping manage conditions
and reduce unnecessary hospitalizations​​

4. Telemedicine: For convenience, they offer telemedicine services, allowing patients

to consult healthcare providers remotely for certain health needs

Top HHAHs
6. Visiting Practitioners And Palliative Care LLC

Overview
Visiting Practitioners & Palliative Care LLC, based in San Antonio, Texas, brings quality
healthcare directly to patients’ homes. Specializing in chronic and complex care, the
practice upholds traditional healthcare standards, offering personalized medical support
for those who may need assistance outside of a clinical setting. With a focus on patient
comfort and safety, the team tailors services to meet the unique health needs of each
individual.

Location
15420 Nacogdoches Road, San Antonio, Texas 78247

Contact Details
● Fax: 210-960-6661
● Email: [email protected]
● Service Areas Covered: Texas Area

Providers

● MKHANTAR, CHRISTINA M. NP
● CHRISTINA MKHANTAR
● FROST, JACOB PA
● FROST, JACOB
Services

● Post-Hospital Med Reconciliation

● Chronic Care Management
● Advance Care Planning
● Transitional Care Visits
● Primary Patient Care
● IV Hydration
● Skin Biopsies
● COVID-19 Testing
● Telemedicine Visits
● Breathing Treatment and Symptom Management

Special Services
In addition to primary services, Visiting Practitioners & Palliative Care LLC offers:

● Mobile lab services

● Mobile X-ray
● Home health care
● Hospice care

Patient Count
● Total Number of Patients in EHR: 1245
● HHAHs with the most common patients:
 7. Doctor at your service

Overview
Doctor At Your Service (DAYS), established in 2010 and led by Dr. Antonio Cavazos, delivers
compassionate healthcare directly to patient's homes in the San Antonio, TX area. Dr. Cavazos, with
43 years of medical experience, is a renowned figure in the community, holding leadership roles
such as president of the Bexar County Medical Society and founding president of the
Mexican-American Physicians Association. DAYS specializes in concierge medicine, geriatric care,
and hospice services, emphasizing respect, dignity, and cutting-edge medical advancements to
enhance patient independence and comfort.

Location: 4242 Medical Dr., Suite 6250, San Antonio, TX 78229

Fax:(210) 479-3295
Phone: (210) 479-3297

Providers

● Dr. Antonio Cavazos – Lead Physician

Dr. Cavazos brings extensive experience, with over 40 years in healthcare. His practice
focuses on delivering high-quality, home-based care, specializing in primary care, geriatrics,
and concierge medicine.

Patient Demographics and Services

Doctor At Your Service (DAYS) provides a broad range of services, including:

● Concierge Medicine: Personalized, high-touch healthcare.

● Home Health: In-home primary care and medical services.
● Geriatrics: Specialized care for older adults, focusing on chronic conditions and wellness.
● Wound Care: Comprehensive management of chronic and acute wounds.
● Palliative Care: Providing comfort for patients with serious illnesses.

Summary
Dr. Cavazos and his team at Doctor At Your Service (DAYS) focus on providing personalized, holistic
care that combines both modern and traditional medical practices. They prioritize patient well-being
through proactive lifestyle management and preventive healthcare, aiming to improve immune health
and extend life expectancy. Their approach centers on delivering compassionate, practical, and
cost-effective medical care tailored to individual needs.

Online Presence
Website: https://www.doctoratyourservice.com/
POC:

Patient Count

● We have 80 patients
.
● HHAHs with the most common patients:
 Healthcare Provider Number of patients associated

Home Nursing And Therapy Services 3

Clay County Home Health Care Henrietta 1
Christus Home Health San Antonio 9
Complete care Home Health Llc-San Antonio 5

Adaptive Health Services, LLC 4

Theracare Home Health-San Antonio 2
Altima Home Health Care Inc 1

Santa Rita Home Health Services 1

Choice Homecare and Hospice 1
PJW Health Services 9
PRIME HOME HEALTH, LLC 8
Resource Health Services Inc-San Antonio 3
Soft Touch Home Care 8
Texas Home Health Skilled Services LP-Austin 1
American Medical Home Health Services-San Antonio 2
Prime Home Health 10
Provista Healthcare 1
Homecare Dimensions Inc-San Antonio 2

Complete Care Home Health 3

SAN ANTONIO - CENTERWELL HOME HEALTH 2
Comprehensive Home Health 1
Capitol Home Health 1
Texas Home Health Skilled Services LP-San Antonio 4
Resource Health Services, Inc 1
Tricare Home Health Services, Inc 1
SUPERIOR HOME HEALTH OF SAN ANTONIO, LLC 2
NATIONAL NURSING & REHAB ADULT, LLC dba Astella Health San
Antonio 1
Methodist Healthcare at Home 1
 4. Key Players

● 4.1 Key PGs

Phone
S.No. PG Address Website Description
Number
HealthTexas provides comprehensive
primary care, focusing on personalized
patient care with services including
preventive screenings, wellness
exams, and chronic disease
management. They also offer
1248 Austin Highway, same-day sick appointments, virtual
HealthTexas Suite 214, San https://healthtexa visits, and guidance through Medicare
1 Medical Group Antonio, TX 78209 s.org/ 210-225-4511 enrollment.
START provides advanced oncology
care with a focus on personalized
4383 Medical Drive, treatment plans, including surgery,
San Antonio, TX chemotherapy, radiation therapy,
78229 ; 155 E. immunotherapy, genetic tumor profiling,
Sonterra, Suite 200, and clinical trials. They specialize in
San Antonio, TX treating various types of cancer
START Center for 78258. They have a https://startresear through multidisciplinary approaches
2 Cancer Care total of 4 locations ch.com/ 210-593-5700 and advanced technologies.
7703 Floyd Curl UT Health offers comprehensive care,
Drive, San Antonio, including cancer treatment, kidney
TX 78229. Multiple care, and a variety of specialized
locations, primarily services. It serves as a major academic
within the San center for research and treatment in
UT Health San Antonio Medical https://uthscsa.ed partnership with other health
3 Antonio Center area u/ 210-358-4000 organizations.
This group specializes in nephrology,
focusing on kidney disease
621 Camden Street, management, dialysis, and transplant
South Texas Renal Suite 102, San https://southtexas coordination. They work to provide
4 Care Group Antonio, TX 78215. renal.com/ 210-358-2300 patient-centered care for kidney health.
Texas Oncology is a large network
providing treatments for cancer and
blood disorders, offering services like
chemotherapy, radiation therapy, and
5206 Research Drive, access to clinical trials. They focus on
San Antonio, TX https://www.texas individualized cancer care close to
5 Texas Oncology 78240. oncology.com/ 210-358-2300 patients' homes.
 SAKDC offers comprehensive
nephrology services, including
management of chronic kidney
disease, acute kidney injury, kidney
transplant care, end-stage renal
disease, hemodialysis, and peritoneal
dialysis. They also handle cases of
high blood pressure, kidney stones,
San Antonio 400 Baltimore Ave, proteinuria, hematuria, kidney cysts,
Kidney Disease San Antonio, TX https://www.sakid and provide vascular access
6 Center 78215 ney.com/ 210-616-9550 management.
Neurosurgical Associates focuses on
comprehensive brain and spine care,
including treatments for spinal
disorders, brain tumors, and trauma.
139 E. Sonterra Blvd, They perform minimally invasive and
Neurosurgical Suite 301, San https://neurosurge complex surgeries at locations affiliated
7 Associates Antonio, TX 78258 rysa.com/ 210-653-0733 with Methodist Healthcare.
This institute provides a wide range of
cardiovascular services, including
diagnostics, interventional cardiology,
electrophysiology, and vascular
The Heart & 520 E. Euclid Ave, https://heartandva surgery. They offer advanced heart
Vascular Institute Suite 404, San scularinstitute.co care across multiple locations within
8 of Texas Antonio, TX 78212. m/ 210-615-8800 San Antonio.
Part of Pediatrix, this group specializes
in neonatal and pediatric care,
providing critical care in NICUs,
8626 Tesoro Dr, Suite pediatric ICU, and other services,
Pediatrix Medical 201, San Antonio, TX https://www.pedia including maternal-fetal medicine and
9 Group of Texas 78217. trix.com/ 210-616-0813 pediatric surgery.
Renal Associates offers nephrology
services, including management of
kidney diseases, dialysis, and
hypertension treatment. They provide
215 E. Quincy St, comprehensive kidney care with a
Suite 225, San https://renalassoci focus on dialysis and transplant
10 Renal Associates Antonio, TX 78215. ates.com/ 210-227-0141 support.
Specializes in hematology and
oncology, treating various cancers with
a focus on individualized care. The
center provides chemotherapy,
immunotherapy, and other advanced
12602 Toepperwein cancer treatments, collaborating with
Kapoor Cancer Rd, Ste 114, Live nearby hospitals for extensive support
11 Center Oak, TX 78233 no website (210) 655-0075 in care.
 Offers comprehensive cancer
treatments, including radiation, surgery,
Mays Cancer and access to MD Anderson-affiliated
Center, UT Health clinical trials. Known for leading-edge
San Antonio MD 7979 Wurzbach Rd, therapies and specialized cancer care,
Anderson Cancer San Antonio, TX https://cancer.uth it emphasizes research-backed
12 Center 78229 scsa.edu/ (210) 450-1000 treatments for all cancer types.
Dedicated to treating gynecologic
https://www.texas cancers with surgical, medical, and
oncology.com/can radiation oncology services. The center
cer-centers/san-a addresses complex cancers of the
South Texas 4458 Medical Dr, Ste ntonio-area/cance reproductive system, including ovarian
Gynecologic 100, San Antonio, TX r-treatments/gyne and cervical cancers, with specialized
13 Oncology 78229 cologic-oncology 210-402-3700 expertise in women’s cancer care.
offers a full range of healthcare
services, including primary care,
specialized treatments, emergency
care, and surgical services. It's the
University Health 4502 Medical Dr, San https://www.unive teaching hospital for UT Health San
14 System Antonio, TX 78229 rsityhealth.com/ 210-358-4000 Antonio.
Focuses on neurosurgical treatments
for spinal, brain, and nerve conditions.
Specialties include minimally invasive
spine surgery, brain tumor removal,
4411 Medical Dr, Ste https://uthscsa.ed and complex neurological disorder
San Antonio 120, San Antonio, TX u/physicians/clinic management, aiming to provide
15 Neurosurgery 78229 s/neurosurgery 210-340-4672 state-of-the-art neurosurgical care.
CenTex Family Medicine provides
comprehensive primary care with
services such as preventive health,
management of chronic diseases, and
acute care for all age groups. They
focus on patient-centered care with an
1137 E Blanco Rd, emphasis on wellness, lifestyle
CenTex Family Ste 101, Boerne, TX https://www.centri counseling, and long-term health
16 Medicine 78006 cphysicians.com/ 210-614-1770 planning.
Methodist Healthcare is a large
healthcare network offering extensive
medical services, including emergency
7700 Floyd Curl Dr, care, cardiovascular services,
Methodist San Antonio, TX https://www.sahe orthopedics, oncology, women’s health,
17 Healthcare 78229 alth.com/ 210-575-0355 and advanced neurosurgery.
 Stone Oak Urology specializes in
https://www.sahe urologic care, including treatments for
alth.com/locations kidney stones, urinary incontinence,
/methodist-hospit prostate health, and male reproductive
225 E Sonterra Blvd, al-stone-oak/spec health. They offer minimally invasive
Ste 212, San Antonio, ialties/neurologica procedures and personalized treatment
18 Stone Oak Urology TX 78258 l-care 210-248-1800 options.
North Central Surgical Center provides
surgical and outpatient services
focusing on orthopedic, spine, and pain
management surgeries. The center
emphasizes minimally invasive
North Central 5445 La Sierra Dr, https://northcentra techniques and individualized patient
19 Surgical Center Dallas, TX 75231 lsurgical.com/ 210-349-8333 care.
Texas Health Care is a multi-specialty
medical group offering family medicine,
obstetrics, gynecology, internal
medicine, and specialty care. They aim
to provide high-quality, coordinated
2825 E Rosedale St, https://www.texas healthcare, focusing on preventive care
20 Texas Health Care Fort Worth, TX 76105 healthcare.com/ 210-503-4050 and patient education.

● 4.2 Key HHAHs

S.no. HHAH Address Website Phone no. Description

Provides tailored services to
support you with the proper care
6655 First Park Ten you need. With a 4.6-star rating on
Legacy Home Blvd Suite 200, San https://www.legacy Google. 6 locations in Texas,
1 Health Agency Antonio, TX hhc.com/ 800-874-5112 including San Antonio.
4.8 stars rating on Google.
Services provided are Non-medical
home care, including personal
care, companionship, meal
preparation, and light
Griswold Home 314 E Sonterra Blvd https://www.griswol housekeeping. Primarily serves
Care for San Suite 2101, San dcare.com/san-ant San Antonio and surrounding
2 Antonio Antonio, TX 78258 onio/ 210-496-9993 areas.
Comprehensive services, 4.9
Google rating. Services provided
are Home health care, hospice
San Antonio 85 NE Interstate 410 care, and palliative care. Multiple
Home Health and Loop #607, San https://aspenhealth locations in San Antonio and
3 Hospice Antonio, TX 78216 care.net/ 210-787-3343 surrounding areas.
 Positive Google reviews with 4.6
ratings, focus on patient-centered
care. Services provided are Home
health care, including skilled
nursing, physical therapy,
occupational therapy, and speech
Santana Home & 5419 Bandera Rd, San therapy. Primarily serves San
4 Health Services Antonio, TX 78238 No website 210-438-9357 Antonio and surrounding areas.
5-star Google rating, a broad range
of services. Services offered are
Skilled nursing, physical therapy,
occupational therapy, speech
therapy, medical social services,
and home health aide services.
Multiple locations in Texas,
Capitol Home 7800 I-10 Suite 800, https://capitolhome including San Antonio like Austin
5 Health San Antonio, TX 78230 healthcare.com/ 210-538-9090 and Temple.
4.9 Google rating, compassionate
care. Services offered include
Hospice care, including pain and
symptom management, emotional
and spiritual support, and
12500 San Pedro Ave bereavement counseling—multiple
#150, San Antonio, TX https://abundantho locations in Texas, including San
6 Abundant Hospice 78216 spicecare.com/ 210-608-0081 Antonio.
Positive Google reviews with 4.9
ratings, focus on patient comfort.
Services offered include Hospice
care, including medical care, pain
management, and emotional and
Three Oaks 9830 Colonnade Blvd, https://www.threeo spiritual support. Available in 28
7 Hospice San Antonio, TX 78230 akshospice.com/ 210-879-8491 locations across 7 states.
Positive Google reviews with a 4.8
rating, personalized care plans.
Services offered include Hospice
care, including medical care, pain
management, emotional and
spiritual support, and bereavement
Hummingbird 8420 Greenbrier, San https://www.hbhsat counseling. Primarily serves San
8 Hospice LLC Antonio, TX 78209 x.com/ 210-908-9774 Antonio and surrounding areas.

Always Available 24/7/365.Positive

Google reviews with a 4.6-star
rating, focus on patient and family
911 Central Pkwy N needs. Services offered include
Suncrest Hospice- Suite 100, San Antonio, https://www.suncre Hospice care, including medical
9 San Antonio TX 78232 stcare.com/ 830-637-2721 care, pain management, emotional
 and spiritual support, and
bereavement counseling. Primarily
serves San Antonio and 47 other
locations
With a 4.8-star rating on Google.
Services offered are Home health
care, hospice care, occupational
therapy, pain management,
https://allcountyhh physical therapy, and speech &
All County Home h.com/?utm_sourc hearing specialists. 135k Miles
Health and 7900 Callaghan Rd e=listing&utm_med Driven In 2022, 30 Years Of
10 Hospice Suite 115 ium=organic 726-204-3555 Experience, 30 Clinicians.
With 5 star rating on Google.
Services include Home Healthcare,
Hospice Care, Skilled Nursing,
Social Work, physical therapy,
Occupational Therapy, Speech
Therapy, Wound Care, etc.
Comprehensive Locations in San Antonio, Bexar
Home Health and 4204 Gardendale Rd County, and the surrounding
11 Hospice Care Suite 104 https://chh-sa.com/ 210-614-0200 community.
With 5 star rating on Google.
Services offered are Home health
Summit Home care, hospice care, and palliative
Health And 100 NE Loop 410 Suite https://summithealt care. Locations are San Antonio,
12 Hospice 1500 htx.com/ 210-615-3877 Corpus Christi, and Austin.
With a 4.1 star rating on Google.
Services offered are Skilled
nursing care, physical therapy,
occupational therapy, speech
therapy, social work, and personal
care. Locations in San Antonio,
Embrace Home 13750 San Pedro Ave https://embracehos Kerrville, New Braunfels, Temple
13 Health #670 picellc.com/ 830-216-7111 and North Austin.
With 5 star rating on Google.
Services provided are Hospice
care, palliative care, and
bereavement support. over 50% of
our nurses are Certified Hospice
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Angels Grace 1414 NW Military Hwy https://www.angels our medical director is Certified in
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 Services offered are Home health
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care. It serves in various locations.
Provides provide quality,
Amedisys Home 1100 NW Military Hwy https://www.amedi clinically-distinctive care to more
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Services offered are Skilled
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Maxim Healthcare 7550 I-10 Suite 1005, https://www.maxim Therapy, Personal Care, Respite
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3201 Cherry Ridge Dr QtNzE1LWxvY2F0 Located at 7 different places. With
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18 Alamo Hospice Antonio, TX 78230 U%3D 210-444-2244 Provides a wide range of services.
Available in 12 locations all across
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Years of Providing Quality Care,
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VITAS provides hospice care
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19 Palliative Care TX 78249 om/ 210-348-4040 provides a wide range of services
Compass is a national leader in
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5. Billing Code Analysis

● 5.1 Billing Compliance

We ensure strict compliance for our clients by carefully managing the billing process. Each
month, we gather patient care and demographic information, verify start-of-care dates, and
assign appropriate billing codes, such as G0179, G0180, G0181, and G0182. We perform
audits to ensure all billing complies with Medicare and client standards. Once the review is
complete, the billing sheets are sent to Physician Groups for approval, ensuring that all billable
services are accurately recorded, preventing any revenue loss. Our meticulous approach
facilitates a steady cash flow for Physician Groups and helps Home Health Agencies maximize
their reimbursements.

● 5.2 Billing Efficiency

● We ensure that billing sheets are prepared and sent to clients on time. We ensure we
meet their deadlines consistently. This punctuality helps prevent any delays in
reimbursement, ensuring the PGs don’t lose revenue. By delivering accurate billing
sheets on time, we support their cash flow and enable them to maximize their earnings
without interruptions. This demonstrates our ability to create value for PGs and HHAHs
consistently.

To streamline and expedite the billing sheet preparation process, an automated system can be
implemented with the following enhancements:

1. Automated Previous Month Evaluation: Develop a system that analyzes last month’s
billing data to identify patients with ongoing care needs. This system will flag patients
whose certification (Cert) or recertification (ReCert) dates are outdated but still require
continued billing under G0181.
2. Document Parsing Automation: Automate the extraction of critical data from patient
documents stored on the back office portal. This includes demographic details, Home
Health Agency (HHAH) information, the first six ICD codes, start of care (SOC) dates,
and episode periods for current billing.
3. Automated Billing Code Assignment: Assign billing codes automatically based on the
updated SOC and episode information. For flagged ongoing patients, assign G0181 for
continuity of care. For new patients or those requiring different codes, assign billing
codes according to Cert and ReCert timelines.
4. Efficient Final Billing Sheet Generation: Create a consolidated billing sheet for each
Physician Group that seamlessly includes both ongoing episodes and new patients for
the current month, ensuring accuracy and efficiency in the billing process.

This automated approach minimizes manual effort, reduces errors, and accelerates billing
operations while maintaining compliance and maximizing reimbursements.

● 5.3 Billing Code Analysis

1. BSZ Medical PA

Based on the provided data for July, August, September, and October, we observe the following
trends:

1. Cert/Recert Billing Codes (G0179 & G0180):

Month G0179 G0180

July 4 0
 August 1 1
September 0 0
October 3 0

The trend in G0179 indicates that the PG constantly monitors the existing patients, and the
G0180 data shows no new patients have been added. This also indicates that the PG is not
catering to new patients.

Month G0181
July 4
August 2
September 6
October 4

Maintains consistent G0181 records.

2. Responsive Infectious Diseases Solutions

Month G0179 G0180 G0181

July 5 36 44
August 5 9 13
September 3 17 26
Analysis based on the trend:

1. G0180: The sharp decline from July to August, with partial recovery in September, might
highlight challenges in onboarding new patients during the August period.

2. G0181: Although it dropped in August, the recovery in September might suggest an effort to
re-engage patients or stabilize ongoing care.

3. G0179: The overall decrease from July to September could be linked to discharges or fewer
patients qualifying for extended care.

3. Centric Physicians Group

Month G0179 G0180 G0181

August 6 10 15

September 5 7 31

October 8 4 34
Analysis based on the trend:

The bar chart illustrates trends in three billing codes—G0179, G0180, and G0181 across
August, September, and October.

● G0179 shows a gradual increase from August to October, indicating consistent demand
for recertifications.
● G0180 experiences a steady decline from August to October, suggesting reduced initial
certification activities.
● G0181 demonstrates a significant rise, growing from August to October, highlighting a
growing emphasis on ongoing CPO.

This trend reflects a shift from initial certifications to sustained care management during the
observed months.

4. Northeast ProHealth

Month G0179 G0180 G0181

August 7 16 23

September 9 8 41

October 6 17 43
G0179 Analysis

● August: Moderate at 7.
● September: Slight increase to 9.
● October: Dropped to 6.
This indicates minor fluctuations but an overall decline, suggesting decreased
certifications or care plans over the months.

G0180 Analysis

● August: High at 16.

● September: Sharp decline to 8.
● October: Recovered to 17.
The recovery in October after a significant drop in September highlights renewed patient
onboarding or evaluations.

G0181 Analysis

● August: Moderate at 23.

● September: Sharp increase to 41.
● October: Slight increase to 43.
The consistent rise reflects growing patient engagement or episode management,
indicating increased demand for care services.

This analysis showcases stability in G0181, significant variation in G0180, and a downward
trend in G0179, signaling shifts in patient onboarding and care processes.
5. Visiting Practitioners and Palliative Care LLC (VPPC)

CPO Analysis

● August: Highest at 112.

● September: Dropped to 104.
● October: Dropped further to 91.
● This consistent decline suggests a decreasing number of patients under
active care plans over these months. It may reflect patients completing
episodes without being replaced by new ones.

485 Cert Analysis

● August: High at 36.
● September: Dropped sharply to 17.
● October: Slight recovery to 19.
● The large drop from August to September suggests a slowdown in new
patient intake, though October shows a minor rebound.

ReCert Analysis

● August: Highest at 33.

● September: Dropped to 23.
● October: Dropped further to 16.
 ○ The decline in recertifications aligns with the drop in active patients
(CPO). It suggests fewer patients are extending their episode periods,
possibly due to discharges, care completion, or reduced engagement.

Recommendations

1. Boost New Patient Acquisition:

● While Certs slightly increased in October, a more significant push is
needed to reverse the overall decline in active patient numbers.

6. WoundCentrics, LLC

● Total Charges: $29879.00

● Total Patients: 286
● Average Charges Per Patient: 104.472028
● Most Common Billing Code: G0181

G0181 243

G0180 35

G0179 8

G0181 Analysis
 ● Usage: Dominates at 243 instances (85.0% of total).
● Context: The most common billing code, reflecting the majority of patient care or
ongoing episode management.

G0180 Analysis

● Usage: Moderate at 35 instances (12.2% of total).

● Context: Indicates significant evaluations or certifications, though far less frequent than
G0181.

G0179 Analysis

● Usage: Lowest at 8 instances (2.8% of total).

● Context: Rarely used, suggesting minimal certifications or care plan updates.

Overall Metrics

● Total Charges: $29,879.00.

● Total Patients: 286.
● Average Charges Per Patient: $104.47.

This analysis shows that G0181 drives the majority of billing, highlighting its critical role in
patient care management, while G0180 and G0179 contribute to a lesser extent.

7. Doctor at your service

Billing Code Analysis

Month G0179 G0180 G0181

July 12 13 47
August 6 7 43
September 8 1 36
G0179 Analysis

● July: Moderate at 12.

● August: Dropped to 6.
● September: Slight recovery to 8.
The trend indicates a decrease from July to August, with a slight rebound in September,
suggesting fewer certifications or care plans initiated.

G0180 Analysis

● July: Moderate at 13.

● August: Dropped to 7.
● September: Dropped further to 1.
This sharp decline suggests a significant reduction in initial certifications or care
evaluations, potentially indicating a slowdown in patient onboarding.

G0181 Analysis

● July: Highest at 47.

● August: Slightly reduced to 43.
● September: Dropped further to 36.
The consistent decline over the months indicates fewer patients requiring ongoing care
management, which may reflect discharges or care completions.

This analysis highlights overall declines across billing codes, suggesting reduced patient
engagement, onboarding, or episode extensions over the months.

San Antonio Billing Code Analysis - Overall Summary

Cert/Recert Billing Codes (G0179 & G0180)

1. G0179:

○There is a mixed trend in G0179 usage across all accounts. While some
accounts, like Centric Physicians Group, show a steady increase, others, like
BSZ Medical PA and Northeast ProHealth, reflect a decline or inconsistency. This
suggests variability in recertifications across physician groups.
○ Minimal use in accounts such as WoundCentrics, LLC (8 instances) indicates
limited certifications or care plan updates.
2. G0180:
 ○ G0180 consistently shows lower volumes compared to G0181, with most
accounts experiencing sharp declines (e.g., Doctor at Your Service dropped to 1
in September, and Responsive Infectious Diseases Solutions dropped
significantly from July to August).
○ However, some accounts, like Northeast ProHealth, show a partial recovery in
October, suggesting a resurgence in new patient onboarding efforts.

Ongoing Care Management (G0181)

● G0181 is the dominant billing code across all accounts, reflecting its critical role in
patient care management.
○ WoundCentrics, LLC: 85% of billing attributed to G0181, with 243 instances.
○ Centric Physicians Group: A significant rise from August (15) to October (34)
highlights the growing emphasis on ongoing care.
○ Doctor at Your Service: A decline from July (47) to September (36) indicates
fewer patients requiring ongoing care.
○ Responsive Infectious Diseases Solutions: Recovery in G0181 from August
(13) to September (26) suggests efforts to stabilize ongoing care services.
This dominance of G0181 emphasizes the primary focus of the San Antonio
market on sustained care management over certifications or new patient
onboarding.

Overall Market Trends

1. G0179 & G0180:

○ Limited use, highlighting a lack of focus on new patient acquisition and

recertifications. This indicates a need for more aggressive patient acquisition
strategies and better engagement to retain and certify patients.
2. G0181:

○ Strong presence, though some accounts show a gradual decline (e.g., Doctor at
Your Service), suggesting a need for better retention strategies and consistent
care delivery.
3. Total Charges and Patients:

○ WoundCentrics, LLC had the highest total charges ($29,879.00) and 286
patients, with an average charge per patient of $104.47. This reflects its strong
operational performance and effective use of G0181.

Recommendations

1. Boost New Patient Acquisition:

 ○ Focus on increasing G0180 to onboard new patients and strengthen long-term
care engagement.
2. Retain and Engage Existing Patients:

○ Address declining G0181 trends in some accounts by improving patient retention

strategies and offering additional care management services.
3. Consistent Recertification Efforts:

○ Enhance G0179 usage to ensure existing patients stay within the care cycle,
particularly for accounts showing declining trends.
4. Data-Driven Improvements:

○ Use patient and billing code trends to identify underperforming accounts and
focus resources on areas with significant declines.
5. Collaboration Across Accounts:

○ Leverage successful strategies from high-performing accounts (e.g., Centric

Physicians Group’s increase in G0181) to improve overall outcomes in San
Antonio.

This overall analysis underscores the need for balanced efforts across new patient acquisition,
recertifications, and ongoing care management to maximize patient engagement and revenue in
the San Antonio market.

6. Value and Rapport

● 6.1 Value Fulfillment
○ 6.1.1 Proactive outcomes
○ 6.1.2 Reactive Outcomes
■ Inflow of tickets

In Quarters 3 and 4, the San Antonio region recorded 29 tickets,

reflecting a diverse range of issues impacting client operations.

High-Priority Tickets (6):- These tickets were primarily related to urgent

system access issues and workflow disruptions that demanded
immediate attention to avoid operational delays. For example, San
Antonio Wellness requested a time-sensitive account setup for a private
duty nurse.

Medium-Priority Tickets (12):- These tickets covered recurring

challenges like failed invite links and fax submission errors, impacting
workflow efficiency.
 Low-Priority Tickets (11):- Non-critical matters like account creation or
access adjustments were addressed for agencies including Family First
Home Health.

■ Analyzing the most common types of tickets received in Q4

1. Account Management:

New Account Setups: There’s a significant volume of tickets related to

requests for creating new user accounts, primarily driven by seasonal
onboarding or system updates.

Access Adjustments: A considerable number of tickets involve changes

to user access levels, which could include adding permissions, updating
roles, or adjusting credentials.

Unlocking Accounts: There’s also a recurring pattern of tickets

requesting assistance with unlocking accounts, often due to users
forgetting passwords or security verification failures.

2. Document Handling:

Document Access Issues: A large portion of tickets pertains to users

experiencing issues with accessing documents, whether due to
permission errors, broken links, or file corruption.

Document Queuing Delays: Several tickets highlight delays in document

processing or queuing, often caused by system overloads or high-volume
periods.

Document Signing: There are frequent inquiries related to issues with

document signing, such as difficulties in electronically signing or
submitting forms.

● 6.2 Value Communication

1. Data-Driven Communication

● Proactive Outcomes Reporting: Emphasize outcomes such as decreased

administrative burdens, improved compliance rates, and optimized billing processes in
MBRs and QBRs.
● Custom Metrics: Tailor metrics specifically for each PG, showing before and after
scenarios that quantify the direct benefits of your services on their operations.
2. Strategic Reviews

● MBR/QBR Focus: Use these platforms to discuss strategic growth plans, upcoming
changes in healthcare regulations, and how your services align with their evolving
needs. This keeps the PGs informed and strategically engaged.
● Goal Alignment: Regularly align the services provided with the PG's long-term goals,
demonstrating a clear connection between your offerings and their desired outcomes.

3. Enhanced Case Studies and Success Stories

● Highlight Successes: Develop detailed case studies that outline specific instances
where your services have led to significant improvements for PGs. Discuss these case
studies in MBRs and QBRs to provide concrete examples of potential benefits.
● Peer Comparisons: Offer benchmarking insights comparing their performance with
similar PGs in the region, which can help motivate and guide improvements.

4. Feedback Integration

● Feedback Loops: Create structured opportunities during MBRs and QBRs for PGs to
provide feedback on the services received and suggest areas for enhancement.
● Responsive Adjustments: Quickly implement changes based on PG feedback to
demonstrate your commitment to meeting their needs and improving service delivery
continuously.

● 6.3 Rapport
● Visiting Practitioners (Mona and Hetal Vyas): Strengthen connections through routine
updates and scheduled MBRs/QBRs, using these sessions to communicate DA’s value
effectively.
● Wound Centrics SAN ANTONIO: Our POC, Ben Simpson, is over there, along with
Adam and Erica (from the billing department).
However, due to their unavailability, it was established that Ben would help us get new
POCs from the billing department to ensure that our weekly cadences for Thursdays go
well.
● UT Health-Geriatrics & Supportive Care Clinic SAN ANTONIO: We have our POC
Prinny, with whom we are in constant touch via email. Whenever they have any
questions or concerns, they are addressed on time and on a priority basis as it is a big
corporate PG. However, since it is a non-turnkey account at the moment, our plan is to
convert it into a turnkey account and bring it down the PG funnel.

7. Growth Plans

1. Increasing Patient Count

A. Strategic Community Engagement

● Focus outreach efforts on strengthening relationships with local Physician Groups (PGs)
and Home Health Agencies (HHAHs) in San Antonio.
● Highlight DA’s benefits, such as improved billing efficiency, streamlined chronic care
management, and enhanced patient care continuity, to establish DA’s role in driving
better outcomes for patients and providers.

B. Referral Network Growth

● Expand DA’s referral network by leveraging current partnerships and encouraging

word-of-mouth recommendations.
● Target influential healthcare providers and utilize their networks to extend DA’s reach
across San Antonio’s healthcare ecosystem.

C. Active Participation in Local Healthcare Initiatives

● Increase DA’s visibility by participating in community health events, seminars, and

networking opportunities.
● Position DA as a trusted and integral player in the San Antonio healthcare market to
build trust and drive patient count growth.

2. Building Strong Client Relationships

A. Personalized Relationship Management

● Maintain regular and meaningful touchpoints with local PGs and HHAHs to understand
their unique needs.
● Provide tailored solutions to address specific pain points in their workflows, fostering
trust and demonstrating DA’s commitment to their success.

B. Proactive Communication and Support

● Establish open and consistent communication channels for updates on billing

improvements, compliance, and patient management.
● Proactively address challenges to build loyalty and reinforce DA’s reputation as a reliable
partner.

C. Feedback-Driven Adaptation

● Introduce structured feedback mechanisms to capture client input and evolving needs.
● Act promptly on feedback to solidify DA’s position as an adaptable and client-focused
partner.
Long-Term Strategies for Sustainable Growth

A. Seamless System Integration

● Integrate DA’s platform directly with widely used electronic health record (EHR) systems
and billing software in San Antonio.
● Build APIs to enable efficient data exchange, reduce manual processes, and improve
overall workflow.

B. Harnessing Network Effects

● Develop a secure shared data platform to connect PGs and HHAHs for coordinated
patient care.
● Showcase mutual benefits, such as faster referrals and reduced administrative
overhead, to encourage network participation.
● Establish DA as the leader in compliance management for healthcare agencies in the
region.

C. Strategic Geographic Expansion

● Partner with established physician networks to enter new areas within and beyond San
Antonio with a pre-existing client base.
● Identify high-potential areas based on patient demand and agency density with input
from current clients.
● Deploy small regional teams to build local relationships before scaling operations fully.

D. Workforce Enablement

● Create a structured training program to ensure DA’s team maintains high service quality
and industry expertise.
● Implement a standardized growth playbook to support smooth and scalable regional
operations.

Concrete Strategies to Guide HHAHs and PGs Through the Funnel

Funnel Stages: Awareness → Consideration → Decision → Retention & Upselling

1. Awareness Stage

Goal: Build initial interest and establish credibility.

Strategies:

● Targeted Campaigns: Leverage email, LinkedIn outreach, and participation in San

Antonio healthcare conferences to showcase DA’s value, with tailored messaging to
address specific regional challenges.
● Data-Driven Messaging: Share localized success metrics, such as improved billing
rates or reduced turnaround times for physician orders.
● Referral Programs: Use testimonials from satisfied clients and incentivize referrals to
onboard new PGs and HHAHs.

2. Consideration Stage

Goal: Encourage prospects to evaluate DA’s solutions actively.

Strategies:

● Personalized Demonstrations: Offer live demos addressing specific pain points like
order delays, compliance, or inefficiencies.
● Free Pilot Programs: Provide short-term trial opportunities to allow potential clients to
experience the platform’s value firsthand, supported by dedicated onboarding teams.
● Revenue Impact Projections: Present tools that calculate potential revenue growth and
operational savings achieved through DA’s services.

3. Decision Stage

Goal: Convert prospects into paying clients.

Strategies:

● Simplified Onboarding: Streamline onboarding with detailed guidance and technical

support to minimize barriers to adoption.
● Value Presentation: Share comprehensive reports post-pilot, highlighting tangible
impacts on revenue, efficiency, and compliance.
● Growth Projections: Provide a roadmap of long-term growth opportunities enabled by
DA’s solutions.

4. Retention & Upselling Stage

Goal: Foster loyalty and encourage clients to adopt additional services.

Strategies:
 ● Monthly Business Reviews (MBRs): Conduct structured reviews to discuss key
performance indicators (KPIs), operational improvements, and patient outcomes.
● Advanced Service Packages: Offer tiered service bundles, including core offerings and
advanced solutions like remote patient monitoring (RPM) or chronic care management
(CCM).
● Continuous Engagement: Maintain regular touchpoints through feedback loops,
newsletters, and webinars to adapt the platform to evolving client needs.

Tactical Enhancements:

● Develop interactive dashboards to showcase untapped revenue opportunities.

● Send real-time alerts for value-added services and updates.
● Incentivize long-term contracts with discounted rates on advanced features.

Additional Initiatives

A. Local Community Collaboration

● Partner with non-profits and health organizations in San Antonio to promote preventive
care and chronic disease management.
● Build DA’s reputation as a socially responsible organization committed to improving
public health outcomes.

B. Regional Market Insights

● Establish a knowledge hub with localized market trends, best practices, and compliance
updates for San Antonio clients, reinforcing DA’s thought leadership in healthcare.