Behind every scaling healthcare or wellness practice is a strong operational backbone.

As you grow, the right systems and technologies can transform how you serve clients, empower your team, and sustain your vision.

Join us for a dynamic panel discussion with practice owners and healthcare technology leaders who have been in the trenches, scaling their organizations while balancing efficiency and human connection.

We’ll explore lessons learned, practical frameworks, and emerging tools that can help any group practice (from functional medicine to therapy to primary care) optimize its operations.

Whether you’re just beginning to scale or looking to optimize a growing team, this event will leave you with actionable takeaways.

What You’ll Learn:
⦿ How to assess your current operational gaps and prioritize the right investments
⦿ What to look for when selecting systems for billing, scheduling, EHR, payroll, and marketing
⦿ How to balance automation with the personal connections that define great care
⦿ How to build scalable SOPs to maintain consistency as your team grows
⦿ How to future-proof your practice with intentional systems design

Panelists:

⦿ Dr. Mehmet Kazgan, Founder & CEO, cliexa

⦿ Tina Musselman, Founder, The Pointe Integrative Practice

⦿ Derek Strauss, Co-Founder & COO, Tellescope

⦿ Katie Garrott, Founder, VivaWise Functional Wellness

Who Should Attend:
⦿ Practice owners and operators
⦿ Clinical leaders building group practices
⦿ Healthcare entrepreneurs
⦿ RCM & operations professionals

Topic

Scaling Practices: Maintaining Operational Excellence with the Right Tech

Schedule

Opening remarks & panelist intros: 1:00PM – 1:10PM

Structured panel Q&A covering: operations, tools, scaling lessons, AI adoption, and team alignment: 1:10PM – 1:30PM

Audience Q&A: 1:30PM – 1:45PM

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Friday, June 27, 2025  1:00 PM MDT