Supporting Partners

First Citizens Bank

First Citizens Bank continues its unique legacy of strength, stability, and long-term thinking as we celebrate our 125th year helping clients meet their financial goals. With an experienced team specializing in banking for medical practices, FCB works closely with physicians and practice leaders to tailor business strategies to individual needs.

At First Citizens Bank, we understand the challenges you face in managing finances for your medical practice. We can help you (1) finance growth and development of your practice, (2) reduce operating costs, (3) increase efficiency of business processes, (4) maximize your cash flow, (5) manage business risks, and (6) enhance your benefits package.

FCB also operates a nationwide direct bank and a network of more than 550 branches in 22 states. Industry specialists bring a depth of expertise that helps businesses and individuals meet their specific goals at every stage of their financial journey.

BENEFIT: SMLMA members who join First Citizens Bank receive a FREE merchant services terminal, a FREE remote deposit scanner, and a 50 percent reduction of real estate loan origination fees.

Contact: Team Lead for Medical Practice Banking — Lynn Lizarraga at 916-329-6302 or lynn.lizarraga@firstcitizens.com • Also see Solutions for Healthcare Challenges on the FCB website.

Lockton Affinity

The Sonoma-Mendocino-Lake Medical Association and CMA work with Lockton Affinity as the plan administrator for our sponsored insurance programs. Lockton Affinity continues to offer best-in-class insurance plans to protect you, your practice and your family. Contact Lockton today for a competitive bid on. your insurance needs:  Click here to begin your journey: LocktonAffinityCMA.com.

Contact: Lockton Affinity Call Center Support 800-278-8130 •  info@locktonaffinityCMA.com

Practice & Liability Consultants LLC

Practice & Liability Consultants, LLC, a nationally recognized firm specializing in practice and risk management, has served physicians since 1985 in more than 2,300 practices of all sizes and specialties. Engagements have included consulting for practice start-ups and assessments, mergers, financial analysis, revenue enhancement, overhead reduction, personnel recruitment and management, over 550 practice valuations, expert witness services, partnership issues, and recruitment support for hospitals and physician groups.

Now based in Napa, Calif., President Debra Phairas presents seminars and lectures nationwide for state and local medical associations, management organizations, and specialty societies. Her background includes medical clinic administration and loss prevention management for NORCAL Mutual, a malpractice insurance carrier in Northern California. Academic credentials: BS from Michigan State University and MBA Health Services Administration from Golden Gate University, San Francisco, Calif.

Contact: Office 415-764-4800 • Cell 415-518-9245 • dphairas@practiceconsultants.net
Websites: www.practiceconsultants.net and www.medicalpracticesusa.com

Freed

Freed is an AI medical scribe service that listens, transcribes, and writes medical documentation for you (aka SOAP notes). Freed is based in Santa Rosa, California, and was founded by a software engineer with the hope that his clinician wife could stop endlessly charting over the weekends.

More than 3,000 clinicians across the U.S. are now using Freed; you can read many five-star testimonials on the Wall of Freed(om). The service is affordable, easy to use, and HIPAA-compliant.

SMLMA physicians can TRIAL Freed for FREE and enjoy a 10% DISCOUNT for the first year using this code at checkout: Y86LG9LQ. Signing up is quick and easy.

Contact: Visit the Freed website or email info@getfreed.ai.