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CAP Marketplace

Products and services to help you optimize your medical practice.
Welcome to the CAP Marketplace

The CAP Marketplace is a service brought to you by the Cooperative of American Physicians (CAP), featuring consultants, services, and products that physicians need to run their practices efficiently. This directory includes experts in medical practice management, business operations, accounting and financial planning, transition issues impacting physicians and their practices, and more.

If you have a service provider or consultant that you value, please feel free to recommend them for the directory by filling out the form at the bottom of this page.

Select from the categories below to search for providers.

CAPAdvantage Featured Benefits

Acentec, Inc.

Acentec's HIPAA Security Suite is a cost-effective, one-stop solution for achieving and maintaining your HIPAA compliance requirements. And Acentec’s Secure Office IT provides dedicated IT support for the medical practice to help you continually manage and monitor your systems and networks. Choose one of both programs at discounted rates just for CAP members.

Jeff Mongelli
Irvine
949-474-7774
athenahealth Revenue Cycle Management

When a physician member is considering implementing or upgrading to an integrated practice management solution for EHR, billing, and patient engagement services, CAP will serve as dedicated liaison to industry leader athenahealth to help ensure a superior level of care and support

Sean O'Brien
888-645-7237
Bailes & Associates, Inc.

CAP has recruited a seasoned tenant representative to offer our members no-cost commercial real estate support to help you secure new or additional office space or effectively negotiate your lease renewal. At close of contract, you’ll receive 10 percent of Bailes’ commission from the landlord!

Gary Pepp, Senior Vice President
Statewide
310-445-4317
Bank of America (Residential Mortgage)

Through Bank of America’s Doctor Loan, physician members can take advantage of a number of benefits designed specifically for medical professionals, including: low down payments; delayed job start, enabling you to start a new position up to 60 days after closing; flexible options so student loan debt may be excluded from the total debt calculation, and; choice of fixed-rate or adjustable-rate loan.

Kristin Bati
Statewide
949-300-0012
Bank of America Medical Practice Financing

Bank of America offers financing options designed specifically for medical practitioners. Through this arrangement, physicians may be eligible for a loan of up to $5 million with flexible repayment options. Bank of America offers competitive terms on new office start-ups, practice sales and purchases, business debt consolidation, office improvement and expansion, and more.

Stephen Curtis
855-307-7252
CAP Job Board

This program is free to CAP members. It enables members looking to fill job openings in their practices to connect with qualified physicians and residents by posting free job listings or searching a resume database. Visit jobs.CAPphysicians.com, click on “Employers,” then “Post a Job” to create a free account.

860-437-5700
CAP Purchasing Alliance

This group purchasing program is free to CAP members. It enables independent physician practices to receive the same pricing as the nation’s largest health systems. Following are examples of items on which such savings can be achieved: exam gloves, needles and syringes, IV sets and solutions, wound care, sutures, shipping services, and office supplies.

855-907-9227
CAP Visa Affinity Credit Card

As one of California’s finest physicians, earn cash-back rewards while proudly displaying membership in the state’s leading physician owned and governed organization. Additional benefits include online access to account information, travel assistance services, and Visa’s Zero Fraud Liability Protection for unauthorized purchases.

800-821-5184
Evolve e-Learning Solutions

This high-quality, interactive online training system allows physician practices and other healthcare organizations to deliver compliance training to employees at a fraction of the cost of classroom training. Course topics include HIPAA Privacy and Security, Medical OSHA, Hazard Materials
Transportation, Medical Coding and Billing ICD-10, and HR/EEO. CAP members receive a 10 percent discount with the discount code: cap10off. 

Online Compliance Training
Hippocratic Financial Advisors

Hippocratic Financial Advisors applies an analytical, academically-rigorous approach to creating and implementing individually tailored financial and insurance planning solutions for physicians. Experience the benefits of having a team of highly trained and specialized financial professionals that are 100% in your corner, committed to helping you grow and protect your financial health and well-being.

Ravi Davis
714-978-4411
Medical Memory

Medical Memory is the first to deliver a comprehensive medical video recording solution that helps optimize patient compliance, increase satisfaction and decrease malpractice risk.

Lucas Felt
602-571-5929
Patient Experience Survey Program

CAP members can take advantage of a significantly discounted monthly subscription rate. This specialty-specific online survey platform quickly and precisely reports what patients think of a physician and his/her staff, as well as what they think about their overall experience during an
office visit. If you have questions or would like to schedule a demo, contact Laurie Travisano.

Laurie Travisano
717-556-1058
PatientPop Practice Growth Platform

A low-cost, all-in-one solution to protect and enhance a physician member’s online presence. PatientPop helps to ensure that patients can find a physician online, verify that a physician is professional and legitimate, and easily book appointments. If you would like to set up a demo to view all the product can do, please visit: www.patientpop.com/scanner/cap/web or contact Jess Stricklin

Jess Stricklin
818-929-8361
Paylocity

Paylocity offers cloud-based payroll and HR support, including benefit administration, talent management, time and labor management, applicant tracking, performance reviews, and more. As a CAP member, you’re entitled to a significant discount on their à la carte services.

Denise Figone
415-975-1435

Asset/Investment Management

Benefit Equity, Inc., Retirement Planning
Santa Ana
714-480-1364
Bison Business Solutions
Walter Hines
Carson
310-346-0850
Financial Management Network
Bart Zandbergen, CFP
Mission Viejo
949-455-0300
MorganStanley - Finanical Advisors
Los Angeles
Thomas Wiring Doll
Steve Leininger, CPA/PFS
Walnut
877-939-2500
Wells Fargo Advisors
Los Angeles
866-224-5708
Westmount Asset Management
Mike Amash
Los Angeles
310-556-2502
WorldPay Card Processing
Statewide
866-505-5965

Billing/Collections/Coding

BASYS

Free analysis, no contract

Statewide
410-850-4900
CHMB Inc.
Ron Anderson
Northern and Southern California
760-520-1340
Los Angeles Collection Service Inc.
Los Angeles
MB Medical Billing Services
Newport Beach
MBC Systems
David Conrad
Santa Ana
888-622-7656
Medical Financial Solutions
Ron Amato
San Diego
858-842-1187
MediGain
Plano, TX
888-244-4754
Optimal MD Solutions
Whittier
562-698-1515
SBG Practice Services
Sheryl Greenspan
California (Statewide)
650-704-5490
Synergistic Systems LLC
Jean Campbell Morgan
Encino
818-462-0900
The Sage Associates
Specializing: ICD-10 Transition
Mary Jean Sage
805-904-6311
Universal Financial Systems
Chino Hills
800-837-5456

Certified Public Accountants

Ells CPAs & Business Advisors
Santa Ana
714-569-1000
HMWC CPA's and Business Advisors
Jay Wikum
Tustin
714-505-9000
Mann, Urrutia, Nelson CPA's and Associates
Jerome French
Sacramento. Glendale. Roseville. South Lake Tahoe
818-956-1681

Electronic Health Records

Coker Group
Jeffery Daigrepont
California-Statewide services
(678) 832-2006
DOXY.me

Free to sign up, one month free trial

Statewide
844-436-9963
Hello Health, Inc.
Specializing: Electronic Health Records, Revenue Cycle Management
Stephen Armstrong
714-878-5427
The Gap Group

Discount: CAP members receive a 20% discount with engagement of our services.

Specializing: EHR/EMR Implementations, Upgrades, and Integration of Systems

Anita Espinoza, Managing Partner
951-314-8624

Event Planning/Catering Services

24 Carrots Catering and Events
Irvine
800-717-1545
AN Catering
Santa Monica
323-460-2645
Corner Bakery Café
Statewide
800-309-4642
Crumble Catering and Events
Los Angeles
323-661-6163
La Tavola Fine Linen Rental
Ashley Drummy
Napa
Lemonade
Southern California
323-373-4199
Mona Lisa Catering
Porter Ranch
818-389-2092
Wendy Rhodes Events
Wendy Rhodes Events
Statewide
310-529-6106

Financial Services

Bank of America (Small Business Health Care Practice Loans)

Special Doctor Division within BofA offering various financing products at special rates for CAP members. 

Statewide
800-497-6076
Bank of America Practice Solutions
Los Angeles
866-920-5179
Citizens Business Bank
Charles L. Rosen
Glendale
818-550-0400
Farmers & Merchants Bank
Long Beach
866-437-0011
RPM Mortgage
Nicole Francis
Manhattan Beach
775-846-1839
Union Bank
Los Angeles

Florists

California Floral Company
Los Angeles
213-613-0020
Conroy's Flowers
Costa Mesa

HIPAA Compliance

AestheticLink
Victor Gane, PhD
Menlo Park
650-485-2606
DocbookMD Communications Solutions
Heather Wray
Austin, TX
DocToc
California (Statewide)
310-896-5812
EnviroMerica Compliance Solutions for Healthcare
Hayward
Infocon Services, Inc.
Joseph Kwong
Arcadia
626-616-8099

Hospice Care

Reliable Hospice Inc.
Anaheim
714-395-4694

Human Resources Outsourcing

MMCHR
Deborah Rodriguez
Los Angeles
800-899-6624

Information Technology

Clever Ducks
Peter Kardel
San Luis Obispo
805-543-1930
GoodRx
Santa Monica
Lexicom Business Phone Systems

Cost-saving options for business phone systems, data, Internet, and VOIP. Contact Lexicom and mention you are a CAP member. 

414-963-4000
Netserve Systems
Irvine
949-752-6788
SecureNet Solutions™
Los Angeles
800-232-1385

Insurance

Ashbrook-Clevidence, Inc. Insurance Brokers
Chris Clevidence
Santa Ana
800-447-4023
CAP Physicians Insurance Agency, Inc.
Specializing: Business and Personal Policies
Deidri Hoppe
213-473-8659
Ethos Insurance Partners, Inc.

Specializing: Professional Lines for the Healthcare Industry

David Huss
425-216-2930
Safeco Insurance
Customer Assistance
Auto, Homeowners, etc.
888-828-6307
Transamerica
Sarah Kincaid, Senior Marketing Director
California (Statewide)
800-797-2643

Interior Design

Jain Malkin Inc. Interior Architecture for Healthcare
La Jolla
858-454-3377
Shirley Lo Design
Palo Alto
650-325-7230
Varisco Designs Medical

Discount: CAP members receive a free in-person consultation. 

Irvine/Los Angeles
213-236-3582
Wilson Associates | Interior Architectural Design
Jerry Beale
Los Angeles

Legal Services/Resources

Kasper & Associates
Travis Kasper, Esq.
Los Angeles
213-632-9697
Kessenick, Gamma & Free, LLP
Frank Gamma, MBA, JD, FACMPE
San Francisco
415-362-9400
LACBA SmartLaw
Springville, UT
McDermott Will & Emery
J. Peter Rich
Los Angeles
310-551-9310
Meister Law Offices

Specializing: Criminal Defense for Physicians; Risk Compliance, Assurance, and Consulting

Steve Meister, Esq.
Los Angeles
213-293-3737
Miller Health Law Group

Free initial 20 minute phone consultation for CAP Members

Jeremy Miller
Los Angeles
310-277-9003
Musick Peeler

Discount: CAP members receive a free telephone consultation and a 15% discount on hourly rates

Specializing: Litigation, Business, Regulatory, and Compliance Matters for Healthcare Clients

Michael Klein, Partner
Los Angeles. San Francisco. San Diego. Costa Mesa. Westlake Village. Santa Barbara. Santa Ana
619-525-2521
One LLP
Joanna Ardalan, Esq.
Beverly Hills
Phillips Jessner LLP
Patricia Phillips
Los Angeles
Poindexter & Doutre
Los Angeles
Sacks, Glazier, Franklin& Lodise
Los Angeles
Tredway, Lumsdaine & Doyle
Beverly Hills, Long Beach, Irvine, Downey

Mailing Equipment Services/Supplies

Emergency Medical Products, Inc.
Statewide
800-558-6270
Medical Wholesale, Inc.
Statewide
800-397-0557
Office Depot
Statewide
800-463-3768
Staples
Statewide
800-333-3330
United States Postal Service
Statewide
UPS
Statewide

Marketing/Communication Services

glassCanopy
Rich Quarles
San Francisco
800-464-9750
KCSA Strategic Communications
Boston, New York, Los Angeles
Practice Builders

Limited Time, Exclusive Offer for CAP members: Receive a complimentary online reputation assessment that will include every review you have received so far as well as your online reputation score (A-F scoring). To request your assessment, click here.

Specializing: Marketing Services to Healthcare Practices

Alma Garrison
Irvine
800-679-1200, ext. 2077
Solution21 Medical Website Design & Marketing

Discount: CAP members receive 10% off all services.

Specializing: Medical and Dental Custom Website Solutions and Marketing Services

Andrew Espahani, VP, Growth and Marketing
Irvine
888-423-9325
Wire Media Multimedia Communication Strategies
Marcy Rye
Los Angeles
323-505-4999

Organizational Development

Phillips & Associates
Gary W. Phillips
Los Angeles

Paper Products

Paper Depot

Discount: Take advantage of our special discount for CAP members by entering the code PDCAP2016

Specializing: Paper and Paper-related Products for Medical Offices and Clinics (including sanitary gloves, soaps, hydrogen peroxide wipes, bio-hazard liners, and many other paper products)

Jens Grau or Jorge Carrasco
Agoura Hills
310-600-6170 or 818-849-4967

Personal Services

Altadena Pet Hospital
Altadena
626-798-0738
Carlton Hair
Southern California
818-295-3974
Dtox Day Spa Massage and Facials
Los Angeles
323-665-3869
Ellouise Hair Salon
Pasadena
626-793-0037
Maid Brigade
Southern California
Merry Maids
Statewide
866-212-5846
Monique's Salon and Spa
Tarzana
818-881-1775
Pet Plan CAP Physicians Insurance Agency

CAP members receive a 10% discount on all policies

Deidri Hoppe
Statewide
800-819-0061
S&J Auto Specialists, Inc.
Pasadena
626-798-5277
Salon Eleven
Los Angeles
213-744-9944
Spartan Movers

Offer 10% Discount to CAP members. Ask for Jesse and mention you are a CAP member.

Jesse
Southern California
818-588-1934
String Theory Designs
Statewide
626-833-7877
The Showpros
John Brown, President
Laguna Beach
949-464-0043
Vivid Visuals and Sound

Free consultation and 10% discount on labor.

West Hollywood
866-998-4843
Zfolio:Designer Jewelry, Art Glass and Fine Art Photography
Solvang and Monterey
855-892-6870

Physician Leadership Development

The Institute for Medical Leadership
Susan Reynolds, MD, PhD
Pacific Palisades
310-454-4933

Practice Management Consulting

A Better Way
Keith Borglum, CHBC, CBB
California and National
707-546-4433
BSM Consulting
Derek Preece
800-832-0609
Charles Denny Consulting

Specializing: Strategic Planning for a Successful Practice; Concierge Conversions; Downsizing/Right-sizing the Practice; Recruiting; Practice Retreats

Free initial consultation session (up to 60 minutes) for CAP Members

Charles Denny
Orange
949-233-8604
Frank Briganti, Pharm D.
Frank Briganti
Torrance
IMQ Online Education
San Francisco
415-882-5151
Practice & Liability Consultants
Debra Phairas
San Francisco
415-764-4800
Practicons
Razmik Sarkisian, MSHA
California-Statewide
800-372-6602
Teresa Perez – Medical Practice Consultant
Teresa Perez
Fresno, Modesto, Bay Area, Sacramento (Northern California)
209-261-7905

Professional Coaching

LS Image Associates
Lauren Solomon
Los Angeles
917-570-7506
michelleinc
Michelle DeAngelis
Los Angeles

Real Estate Services

Keller Williams

Top agent with high level of service in LA, OC, Riverside, San Bernardino Counties.

Dan Stueve
Southern California
310-623-1300
Linda Ing, Property Management
Linda Ing-Gilbert
Toronto
Western Resources Title
Denise Anthony
Los Angeles
323-578-7566

Reputation Management

e-Merit Medical Identity Management
Jeffrey Segal, MD, JD, FACS
Statewide

Safety and Security

ACT Attack Countermeasures Training
Alon Stivi
Irvine
949-355-4885
The Urban Survival Chick - Prepare, Prevent and Protect
Maryanne Morcos
Los Angeles
Tyco Integrated Security
Todd Cohen
Burbank
818-813-1368

Staffing/Locum Tenens Placement

MediQuest Staffing
Robin Sherman
Statewide
424-270-6705
Tracy Zweig Associates
Tracy Zweig
Ventura County
805-641-9141

Transition Consulting

Transition Consultants
Mo Majdi
800-416-2055

Travel and Leisure

Avis Rent A Car
Save up to 25% off Avis base rates*
Budget Rent A Car
Save up to 25% off Budget base rates
FunEx.com

Discount: Take advantage of our special discount for CAP members by entering the code (EAC) 12-21058

Specializing: Discout Tickets to Parks, Theaters, and Theme Parks

David Hood
949-367-1900

Uniforms

aUniform
Anna Kusnier
Walnut
626-205-3860
medelita
San Clemente
877-987-7979
Uniform Advantage
Statewide
800-283-8708

Waste Disposal Products & Services

EXR – California Medical Services

Discount: Mention you are a CAP Member to receive 20% off standard pricing.

Specializing: Medical Waste Removal; OSHA Training

Pat Crellin
Los Angeles. Palm Springs. San Diego. Santa Barbara
888-858-1629
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The Cooperative of American Physicians, Inc. does not endorse the consultants, products, and services listed in this directory and does not review, approve, or endorse the advice or opinions from the consultants or the products or services listed. All consultants, products, and services listed here have been favorably recommended by other CAP members with whom you share risk, and we believe these referrals may be valuable to other members. Those consultants who list a membership in a professional association are obliged to follow the ethical codes of that association and CAP disclaims any and all liability as to the consultants' compliance with such codes or as to the quality of the services provided.