Doctors discussing information
Go to content

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.

Dedicated IT Support for Managing and Monitoring IT infrastructure
Significant discounts on initial set up, and on annual fee

Jeff Mongelli
Irvine
949-474-7774
Bailes & Associates, Inc.

No-cost, No-obligation Real Estate Support to Secure New or Additional Office Space, or Effectively Negotiate Your Lease Renewal
Free assistance plus 10% of broker commission paid to practice on closed transactions

Gary Pepp, Senior Vice President
Northern California 530-419-9446
Southern California 310-445-4317
Bank of America Medical Practice Financing

Competitive terms on practice purchases, business debt consolidation, office improvement and expansion, and more
Special rates on financing solutions designed for physicians

Ali Karjoo
855-307-7252
BASYS Credit Card Processing

Direct Credit and Debit Card Processing Solutions Including Terminals, POS Systems, and More
Savings up to 40% and free savings analysis

Kyle Brown
800-386-0711 x 179
CAP Job Board

Connects Employers to Qualified Physicians, Residents, and Allied Health Professionals Jobseekers
Free to post jobs and search the resume database

860-437-5700
CAP Purchasing Alliance (Group Purchasing Program)
Free Group Purchasing Program that Grants Access to Money-Saving Contracts for Medical/Surgical and Non-Medical Supplies;
Amanda Craft
855-907-9227
CareClix Inc.

CareClix provides HIPAA-compliant telehealth solutions for medical practices, enabling remote consultations in a seamless and secure environment between patients and physicians. CAP members can access the platform for $50/month (half off the standard market rate) and a receive waiver on the $250 set up fee.  

Augusteen Cowan
571-438-9392
Evolve e-Learning Solutions

Online Courses for Employees on Topics Like HIPAA, OSHA, Medicare Fraud and Abuse, Billing and Coding, and More 
Discount on all available courses  with the discount code: cap10off

Hippocratic Financial Advisors

Individually Tailored Financial and Insurance Planning Solutions, From Diversified Tax Strategies to Student Loan Counseling
CAP members receive discounts on financial planning and asset management fees 

Ravi Davis, CFP, Managing Partner
CA Insurance License # 0G68080
866-447-2380
My Practice

Free access to experts who can offer advice, connect you to first-rate resources, and customize solutions to a wide variety of practice- and business-related issues
you or your staff may have

Andie Tena
800-610-6642
PatientPop

All-in-One Solution to Create a Customizable Website, Enhance Your Online Presence, and Protect Your Online Reputation
CAP members receive special pricing

Max Kim-Brown
208-660-1334
Paylocity

Online Platform that Streamlines Payroll and HR support, Including Benefit Administration, Talent and Labor Management, Applicant Tracking, and More
CAP members receive significant discount on all services (average of 50% savings compared to other major providers)

Gabby Garza
909-273-3053

Asset/Investment Management

Financial Management Network
Bart Zandbergen, CFP
949-363-8686
Thomas Wiring Doll
Steve Leininger, CPA/PFS
925-280-5705
Westmount Asset Management
Mike Amash
310-556-2502
Westpac Wealth Partners
Alec Williams, Financial Advisor
909-632-6442

Billing/Collections/Coding

athenahealth Revenue Cycle Management

Integrated Practice Management Solution for EHR, Billing, and Patient Engagement 

Daniel LaPointe
617-402-1295 office
603-540-8545 cell
MB Medical Billing Services
Mina Molavi, President
949-582-3784
MBC Systems
Erica Weinstein, Director of Operations
949-863-0022, ext. 247
NewportMed

Revenue Cycle Management Company

Imelda Sauceda, MBA, HR-CP
714-385-1721, Ext. 126
Savi Group
Veena Mahendru
714-648-0977
The E & A Group

Professional Full Service Collection Agency

Steve Ernst
800-941-1999, Ext. 77
The Sage Associates
Mary Jean Sage
805-904-6311
Universal Financial Systems
Chino Hills
800-837-5456
V2V Management Solutions
Irv Barnett, MBA
916-747-9611

Certified Public Accountants

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

Financial Services

Citizens Business Bank

Residential Mortgage Lender

Gary Braunstein
Glendale
909-483-4328
MD Credit

Credit for Patients to Cover Procedures

Adam Kaplan
844-632-3200 ext 2

Florists/Gifts

1-800-Flowers

Save 15% across the 1-800-Flowers family of brands. Enter promotion code HDMD0089 at checkout. 

Harry & David

Save 20% across the 1-800-Flowers family of brands. Enter promotion code HDMD0089 at checkout. 

Information Technology and Healthcare Applications

Infocon Services, Inc.

General IT Support and Services

Joseph Kwong
626-616-8099
KTS Networks

Voice and Data Solutions
CAP members receive free business phone assessment and evaluation

Karon Kearney
562-344-1489
Lexicom Business Phone Systems

Business Phone Systems, Data, Internet, and VOIP

Tom Raczynski
414-719-4520
Medical Memory

Easy-to-Use Program that Records Conversations About Informed Consent, Discharge Instructions, and More
Preferred pricing and free 60-day trial

Julie Yorumez
855-667-4000
OhMD Messaging App

Free HIPAA Compliant Texting App
Send Files Securely, Keep Your Practice Running Smoothly with Appointment Reminders, and Attract New Patients with Live Website Chat
CAP members receive discount on more robust plans

Greg Tavolacci
860-306-9978
Yosi

Patient Intake and Registration Platform
CAP members receive monthly subscription discount, 50% off initial set up

Mike Baker
469-268-2374
ZipDoc

Care Coordination App

Bhavik V. Thakkar, MD, CEO
630-803-4356

Insurance

Ashbrook-Clevidence

Insurance Services Specializing in Medical, Dental and Vision

Chris Clevidence
800-447-4023
CAP Physicians Insurance Agency, Inc.

Specializing in Business and Personal Policies

Deidri Hoppe
213-473-8659
EPIC Insurance Brokers

Property and Casualty and Employee Benefits Insurance Brokerage and Consulting Firm

Laura Schneider
925-852-0444
PetPlan

Customizable Coverage Options with Unlimited Annual Coverage and Reimbursement of Veterinary Exam Fees
CAP members receive 10% discount with Code EBP2307

Sean O'Brien
213-473-8740
Practice Worx

Provider Enrollment and Credentials Management

Josh Plummer
866-358-2499

Legal Services/Resources

Carlson & Jayakumar LLP
Law Firm Specializing in Medical Board Representation, Insurance Billing Audits, and Professional Corporation Formation
Kathy Nichols
949-222-2008
Fenton Law Group

Law Firm Specializing in  Healthcare Service Agreements and Contracts

Beth Kase
310-444-5244
Kessenick, Gamma & Free, LLP
Frank Gamma, MBA, JD, FACMPE
415-362-9400
Law Offices of Charles Baumer, Inc.

Specializing in Estate and Trust Planning and Litigation

Karen Lin Madoff
310-486-5966
Law Offices of Steven Goldsobel, APC

Specializing in White Collar Criminal Defense and Business Litigation

Steven Goldsobel
310-552-4848
LegalShield / IDShield

LegalShield Offers Attorney Phone Consults, Legal Communications, Contract and Document Review, and 24/7 Emergency Access to an Attorney
IDShield Offers Identity Theft Protection and Monitoring
Both programs offer an exclusive member discount. 

Bob Cohen
949-322-2988
McDermott Will & Emery
J. Peter Rich
310-339-9755
Meister Law Offices

Specializing in Criminal Defense and Compliance Audits to Avoid Prosecution

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

CAP members receive a free initial 20 minute phone consultation

Jeremy Miller
310-277-9003
Musick Peeler

Law Firm Specializing in Litigation, Business, Regulatory, and Compliance Matters for Healthcare Clients
CAP members receive a free telephone consultation and a 15% discount on hourly rates

Michael Klein, Partner
619-525-2521
Procopio

General and Healthcare Law

Richard Barton
619-515-3299
Thakur Law Firm, APC

General, Business, and Healthcare Law

Pamela Thakur
714-772-7400
WorkWise Law, PC

Legal Consultation, Training, and Guidance on California’s Employment and Labor Laws
CAP members receive special bundled packages

Alexis James; Renee Noy
818-591-6724 or 818-835-5863
alexis@workwiselaw.com

Marketing/Communication Services

Call Simplified - After-Hours Messaging Service

HIPAA Compliant After-Hours Call Service
CAP members receive 20% off yearly service

Scott Reynolds
323-405-4596
glassCanopy

Marketing Services

Rich Quarles
800-464-9750
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, LLC

Multimedia Communication Strategies

Marci Rye
310-955-4900

Data and Records Management

Iron Mountain

Data and Records Management and Document Shredding
CAP members receive 30% off of list price for records storage

Colin Johnson
562-293-6709

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

Physicians Aid Association

Specializing: Financial Hardship

Statewide

Physician Leadership Development

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

Practice Management Consulting

BSM Consulting
Derek Preece
800-832-0609
California Medical Association’s Center for Economic Services

Free Reimbursement Assistance for California Medical Association Members

Mitzy Young, Physician Advocate
888-236-0267
Charles Denny Consulting

Specializing in Concierge Conversions; Downsizing/Right-sizing the Practice; Recruiting; Practice Valuations
Free initial consultation session (up to 60 minutes) for CAP Members

Charles Denny
949-233-8604
David Zetter Consulting

Business Management Services for Medical Practices

David Zetter, PHR, SHRM-CP, CHCC, CPC, COC, PCS, FCS, CMUP, PESC, CMAP, CMAPA, CMMP
717-691-6768
Doctors Management

Specializing in Practice Consulting, Operations, and Compliance

Lauren King, CMPM, Director of Healthcare Business Solutions
865-531-0176
Frank Briganti, Pharm D.
Frank Briganti
Torrance
Practice & Liability Consultants
Debra Phairas
415-764-4800
Practicons

Medical Practice Management and Consulting Firm

Razmik Sarkisian, MSHA
800-372-6602

Professional Coaching

michelleinc

Management Consulting and Executive Coaching Firm

Michelle DeAngelis
Los Angeles

Real Estate Services

Century 21 Masters
Nancy Deprez
Serving Long Beach and Surrounding Areas
562-472-1435
Keller Williams
Dan Stueve
Serving Southern California
310-595-5875
Western Resources Title
A Toll Brothers Company
Denise Anthony
323-578-7566

Safety and Security

ACT Attack Countermeasures Training

Workplace Violence Prevention

Alon Stivi
949-355-4885
Embassy Consulting Services, LLC

Specializing in Security Site Assessments and Workplace Violence, and Active Shooter Training
20% discount for CAP members

Josef Levy, President
Southern California
562-577-5874

Staffing/Locum Tenens Placement

Lyle Health

Physician Assistant and Nurse Practitioner Staffing and Consulting Firm

William Rubinow, Division Director
860-470-7611
MediQuest Staffing
Robin Sherman or Rebecca Hamblin
Statewide
424-270-6705
MMCHR
Deborah Rodriguez
800-899-6624
Office Works

Staffing and Recruiting Services

Bryan Makowski
Statewide
909-312-6571
Tracy Zweig Associates

Physician, NP, and PA Registry and Placement Firm

Tracy Zweig
Ventura County
805-641-9141

Telemedicine

DOXY.me

Simple, Free, Secure Telemedicine Solution
YouTube video:  https://youtu.be/ept3iZ3_j4w  
CAP members receive 20% off first 6 months
$0 set up for Professional, $300 or Clinical

844-436-9963

Transition Consulting

Transition Consultants

Practice Sale, Purchase, and Valuation
Free practice evaluation and consultation for CAP members

Mo Majdi
800-416-2055

Translation/Interpretation; Transcription

CyraCom

Interpretation and Translation Services
Members of CAP Purchasing Alliance received discounted rates on video, or phone and American Sign Language service via video

Jackeline Borrego
520-745-9447 x 1719
InDemand Interpreting/Stratus Video

Interpreter Services

Ann Henshaw
206-508-9312
Resolute Documentation Services

Specializing in transcription and direct EMR Scribing

Adam Harn, President
818-431-5800

Travel and Leisure

Avis Rent a Car

Save up to 25% off Avis base rates* when making a reservation. Use this link or call 1-800-331-1212 with Avis Worldwide Discount (AWD) number S131700.

Budget Rent A Car

Save up to 25% off Budget base rates* when making a reservation. Visit this link or call 1-800-527-0700 with offer code (BCD) D871000.

Dimensions in Travel
Janet Francis
Southern California
818-585-9356
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
Southwest Airlines

Discount: 50% bonus points and potentially discounted prices on travel. Go to www.swabiz.com, Go to Traveler Account login, Create an account, Enter information and use Company ID:  99715873, Click Create Account and then link your current SW account to the SWABIZ account and you are finished.

Nationwide

Waste Disposal

MWS - Medical Waste Services
Mia Westfall
Southern California
562-209-1652

Wellness

Plan B Fitness

Free 60 minute personal training session along with nutritional counseling

Chris Carter
310-226-2866
Recommend a Business

Contact Us

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.