3-Day Conference
Medical Update: Clinical Practice, Practice Growth, and The Future of Care
A practical, future-focused conference on outpatient clinical care, risk reduction, practice growth, financial resilience, and the changing landscape of medicine.
7:00 AM – 11:45 AM
Schedule
48 Modules
Workshops
Online Course
Format
3 Days
Duration
About this Conference
This conference offers a practical, forward-looking update on the clinical, legal, financial, and operational challenges of modern medical practice. Learners will strengthen their approach to common outpatient conditions including hypertension, dyslipidemia, obesity, gastrointestinal disease, cancer screening, and sleep medicine, while also addressing the risks that shape contemporary care, such as opioid prescribing, malpractice exposure, litigation, documentation, communication, and digital reputation. Beyond clinical care, the program examines practice finance, fraud prevention, efficiency, burnout, asset protection, retirement planning, and the evolving technologies and care models that are reshaping the future of medicine.
Key Objectives
What you'll learn and be able to apply after completing this conference.
Integrate evidence-based approaches to cardiometabolic, gastrointestinal, sleep, and preventive care in adult outpatient medicine.
Mitigate clinical, legal, and reputational risk through safer prescribing, better documentation and communication, and ethical practice growth strategies.
Improve physician and practice resilience through sound financial oversight, workflow optimization, burnout reduction, and long-term planning.
Conference Outline
3-day schedule with 48 workshops.
Day 1
7:00 AM – 11:45 AM
Hypertension, Lipids, and Global Cardiovascular Risk
Integrated approach to assessing and treating hypertension and dyslipidemia while estimating and lowering overall cardiovascular risk.
7:00 AM – 8:00 AM 60 min
- Use contemporary cardiovascular risk assessment tools to guide blood pressure and lipid targets.
- Select evidence-based antihypertensive and lipid-lowering regimens tailored to individual patient risk.
- Identify patients with resistant or secondary hypertension who require further workup or referral.
Risk Assessment and Blood Pressure Targets in Clinical Practice
Review cardiovascular risk calculators, blood pressure classifications, and target-setting strategies for everyday care.
Managing Primary Hypertension and Combination Therapy
Practical strategies for stepwise pharmacologic treatment of primary hypertension, including use of combination therapy.
Resistant and Secondary Hypertension: When to Investigate and Refer
Recognizing resistant and secondary hypertension and choosing appropriate diagnostic and referral pathways.
Lipid Management and ASCVD Prevention Across Risk Groups
Evidence-based approach to statins, nonstatin therapies, and ASCVD prevention for primary and secondary prevention populations.
Obesity and Weight Management in the Era of GLP-1–Based Therapies
Comprehensive approach to lifestyle, pharmacologic, and GLP-1–based treatments for obesity in clinical practice.
8:15 AM – 9:15 AM 60 min
- Assess obesity-related risk and readiness for change using structured tools.
- Differentiate among lifestyle, pharmacologic, and procedural options for obesity management.
- Implement safe prescribing, monitoring, and follow-up plans for GLP-1–based obesity therapies.
Foundations of Lifestyle and Behavioral Treatment for Obesity
Key elements of nutrition, physical activity, and behavioral counseling for long-term weight management.
Patient Selection and Shared Decision-Making for Anti-Obesity Medications
Determining who is an appropriate candidate for anti-obesity medications and engaging patients in shared decisions.
Practical Use of GLP-1–Based Therapies in Obesity Care
Dosing, titration, monitoring, and adverse effect management for GLP-1–based therapies used in obesity.
Long-Term Follow-Up, Weight Maintenance, and Special Populations
Strategies for maintaining weight loss, addressing weight regain, and individualizing care for special populations.
GI and Cancer Screening Update: From GERD to Colorectal Cancer
Evidence-based management of GERD and dyspepsia and practical approaches to colorectal cancer screening and surveillance.
9:30 AM – 10:30 AM 60 min
- Differentiate uncomplicated GERD from presentations that warrant further investigation.
- Select appropriate colorectal cancer screening modalities for average- and high-risk patients.
- Plan surveillance intervals after polypectomy based on guideline-directed risk stratification.
Evaluation and Initial Management of GERD in Primary Care
Recognizing typical and atypical GERD presentations and choosing initial empiric therapies.
Alarm Features, Endoscopy, and Barrett Esophagus
Identifying alarm features, indications for endoscopy, and management implications of Barrett esophagus.
Colorectal Cancer Screening Modalities and Risk Stratification
Comparing stool-based tests, sigmoidoscopy, colonoscopy, and other options for colorectal cancer screening.
Post-Polypectomy Surveillance and Communication of Results
Determining surveillance intervals after polypectomy and closing the loop on results with patients.
Sleep, Brain Health, and Metabolic Disease
Connections between sleep, cognition, mood, cardiometabolic risk, and practical approaches to common sleep complaints.
10:45 AM – 11:45 AM 60 min
- Screen for common sleep disorders using brief, validated tools.
- Recognize the impact of sleep disorders on cardiometabolic and neuropsychiatric outcomes.
- Select appropriate nonpharmacologic and pharmacologic treatments for insomnia and related conditions.
Recognizing Sleep Disorders in the Outpatient Visit
Identifying insomnia, circadian rhythm disorders, and other sleep problems in busy clinical encounters.
Obstructive Sleep Apnea, Cardiometabolic Risk, and Referral Pathways
Understanding when to suspect obstructive sleep apnea, order testing, and collaborate with sleep specialists.
Sleep, Cognition, and Mood: Implications for Clinical Practice
How sleep disturbance intersects with cognitive complaints, depression, and anxiety in adult patients.
Nonpharmacologic and Pharmacologic Approaches to Insomnia
Combining sleep hygiene, CBT-I principles, and judicious use of medications for insomnia.
Day 2
7:00 AM – 11:45 AM
Pain Management, Opioids, and Addiction Risk
Balancing effective pain relief with safe opioid prescribing and recognition of opioid use disorder in clinical practice.
7:00 AM – 8:00 AM 60 min
- Assess pain comprehensively and set realistic, measurable treatment goals.
- Prioritize non-opioid and nonpharmacologic pain management strategies when appropriate.
- Initiate, monitor, and taper opioid therapy using evidence-based risk mitigation practices.
Assessing Pain and Setting Realistic Treatment Goals
Structured approaches to pain assessment, functional goals, and expectation-setting with patients.
Non-Opioid Pharmacologic and Nonpharmacologic Therapies
Evidence-based use of non-opioid medications and nonpharmacologic therapies for acute and chronic pain.
Initiating and Monitoring Opioid Therapy Safely
Principles for starting, continuing, and tapering opioids while minimizing risk of misuse and overdose.
Recognizing and Managing Opioid Use Disorder in Clinical Practice
Identifying opioid use disorder and initiating or facilitating evidence-based treatment.
Malpractice, Litigation, and the Physician as Witness
How malpractice cases arise and progress, and what physicians should know about documentation, depositions, and testifying.
8:15 AM – 9:15 AM 60 min
- Describe common patterns of malpractice claims and contributing factors.
- Align documentation and informed consent practices with medico-legal best practices.
- Prepare effectively for serving as a fact or expert witness in legal proceedings.
Common Malpractice Allegations and How They Arise
Patterns of diagnostic error, communication failure, and system issues that drive malpractice litigation.
Documentation, Informed Consent, and the Medical Record in Litigation
How notes, orders, and consent forms are interpreted in court and what constitutes defensible documentation.
Preparing for Depositions and Interactions with Counsel
Practical steps physicians can take when they are deposed or consulted in legal cases.
Testifying at Trial and Maintaining Professionalism Under Pressure
Strategies for clear, credible testimony and maintaining composure in the courtroom.
Digital Reputation, Marketing, and Patient Acquisition
Building a professional online presence and using web, search, and social media to attract and retain patients ethically.
9:30 AM – 10:30 AM 60 min
- Evaluate the strengths and weaknesses of a practice’s current online presence.
- Implement basic website, search, and review strategies to support patient acquisition.
- Apply ethical and regulatory principles when designing digital marketing activities.
Building a Patient-Centered Online Presence and Website
Core elements of an effective practice website and online profile that support patient trust and access.
Search, Reviews, and Social Media Strategies for Clinicians
Using search optimization, online reviews, and social media to enhance visibility while protecting professional reputation.
Converting Website Visitors and Inquiries Into Appointments
Transforming digital interest into scheduled visits through clear calls to action and efficient workflows.
Ethical and Regulatory Boundaries in Digital Marketing
Understanding professional, legal, and payer constraints that apply to digital outreach and advertising.
Documentation, Communication, and Team-Based Care to Reduce Risk
Using high-quality documentation, patient communication, and team processes to lower clinical and legal risk.
10:45 AM – 11:45 AM 60 min
- Document visits in ways that clarify reasoning, plans, and patient understanding.
- Conduct risk-reducing conversations about diagnosis, uncertainty, and follow-up.
- Design team workflows that close loops on tests, referrals, and handoffs.
High-Value Progress Notes and Problem Lists
Structuring notes and problem lists so they support patient care and defend clinical decisions.
Risk-Reducing Conversations and Informed Consent
Talking with patients about risks, benefits, and uncertainty in ways that foster understanding and shared decisions.
Closing the Loop on Tests, Referrals, and Follow-Up
Designing systems to ensure abnormal results, referrals, and follow-up needs are tracked and addressed.
Leveraging Team-Based Care and Handoffs to Improve Safety
Optimizing team roles and handoff practices to reduce errors and improve patient experience.
Day 3
7:00 AM – 11:45 AM
Fraud Prevention and Internal Controls in Medical Practices
Recognizing, preventing, and responding to financial fraud and embezzlement in clinical settings.
7:00 AM – 8:00 AM 60 min
- Identify common patterns of billing fraud and embezzlement in medical practices.
- Design practical internal controls that protect revenue and reduce opportunities for misuse.
- Develop a basic response plan for suspected fraud, including documentation and consultation with advisors.
Recognizing Common Fraud and Embezzlement Schemes in Clinics
How fraudulent billing, skimming, and embezzlement show up in day-to-day practice operations.
Designing Basic Financial and Billing Controls
Core internal control concepts and simple safeguards physicians can implement with their teams.
Monitoring Reports, Audits, and Red Flags
Using basic reports and periodic audits to monitor for fraud and compliance problems.
Responding to Suspected Fraud and Working with Advisors
Steps to take when fraud is suspected and how to engage legal and financial advisors effectively.
Clinical Efficiency, Burnout, and Sustainable Practice
Improving visit flow, managing EHR and inbox demands, and building sustainable work patterns that prevent burnout.
8:15 AM – 9:15 AM 60 min
- Analyze how time is currently spent during a typical clinical day.
- Redesign workflows, visit structures, and team roles to improve efficiency.
- Adopt practical strategies to set boundaries and support long-term well-being.
Diagnosing Inefficiency: Mapping the Clinical Workday
Tools for analyzing how time and effort are distributed across clinical tasks.
Visit Flow, Templates, and Team Roles
Optimizing visit structure, templates, and delegation to support efficient, high-quality care.
Managing the EHR, Inbox, and After-Hours Work
Strategies to control electronic health record burden and reduce spillover work into personal time.
Burnout Prevention, Boundaries, and Personal Sustainability Plans
Recognizing burnout and building individualized plans for resilience and boundary-setting.
Asset Protection, Wealth, and Retirement Planning for Physicians
Core concepts in protecting assets, building wealth, and planning for retirement across a medical career.
9:30 AM – 10:30 AM 60 min
- Summarize the key components of a physician’s personal and professional balance sheet.
- Compare basic legal and insurance strategies for protecting personal and practice assets.
- Outline a retirement planning approach that aligns with individual goals and risk tolerance.
Financial Goal Setting and the Physician Balance Sheet
Clarifying financial goals and understanding assets, liabilities, and cash flow for clinicians.
Asset Protection Basics: Legal Structures and Insurance
Using legal entities, contracts, and insurance coverage to protect personal and professional assets.
Retirement Savings, Investment Principles, and Common Pitfalls
Retirement account options, diversification concepts, and missteps that can derail long-term plans.
Integrating Practice Transitions with Long-Term Financial Planning
Coordinating employment changes, practice buy-ins or sales, and retirement timing with financial goals.
The Future of Practice: AI, Telehealth, and Caring for Vulnerable Populations
Emerging tools and models, including AI and telehealth, and how to use them to improve access and equity for vulnerable patients.
10:45 AM – 11:45 AM 60 min
- Describe current and emerging AI and telehealth tools relevant to clinical practice.
- Design telehealth workflows that support quality, safety, and patient experience.
- Identify strategies to improve access and equity for unhoused, disabled, and other vulnerable populations.
Using AI Tools Safely and Effectively in Clinical Work
Opportunities, limitations, and safeguards when incorporating AI into clinical workflows.
Designing Patient-Centered Telehealth Workflows
Building telehealth processes that are clinically sound, efficient, and responsive to patient needs.
Improving Access for Unhoused, Disabled, and Other Vulnerable Patients
Practical strategies to reduce barriers and tailor care models for patients facing structural vulnerabilities.
Equity, Ethics, and Governance in Emerging Care Models
Ethical and governance considerations for AI, telehealth, and new delivery models that affect vulnerable populations.
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