For marketing & referring-provider leadership at 25+ provider ModMed practices

Could Your Team Tell You What a 2026 Lead Was Actually Worth?

Personalized for Marketing & Referring Provider Leaders
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Transparency: See cost-per-collected-dollar, not just cost-per-lead
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Dependency: Patient Access, Clinical, and RCM decide if spend becomes revenue
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AI: Orchestrate acquisition data or automate the fragmentation
On the agenda
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Transparency: Learn and debate the patient source to payment metrics key to productive growth
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Dependency: Discuss the upstream and downstream department team work necessary for successful patient journeys by department
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AI: Discuss AI Partner Orchestration opportunities to eliminate continued fragmentation issues
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Friday, October 16, 2026

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At 7:30 PM

In partnership with:
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MOOR — The Schooner, Gaylord Palms

MOOR is a coastal-chic seafood restaurant built inside the Gaylord Palms Resort's glass-enclosed atrium with a dining room set inside a full-scale replica sailboat “floating” on an indoor lagoon. We'll be seated in the Schooner space itself.

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Gaylord Palms Resort & Convention Center, 6000 W Osceola Parkway, Kissimmee, FL 34746

Get directions

Why this matters for Marketing & Referring Provider Leaders

The metric

Cost-per-Collected-Dollar and Patient Source Attribution Rate not just cost-per-lead.

The roadblock

Most practices can tell you what a lead cost. Few can tell you what it was actually worth once it became a paying patient, or which referring providers are quietly going quiet.

AI orchestration vs. fragmentation

An AI tool that optimizes ad spend or referral outreach without sharing one patient-source record just automates the fragmentation faster.

Who else owns this

Patient Access, Clinical, and Revenue Cycle all determine whether 2026's spend and referral relationships ever became real revenue.

Three “to the point” conversations, not three pitches

Each segment is built around the need for clear transparency of the patient journey from the CSuite to the RCM team and everything in between.

Segment 1

2027 planning & metrics

What leadership should be able to see and forecast from patient inquiry to payment starting with whether 2026 can actually be measured cleanly before anyone commits to a 2027 number.

Segment 2

Your IT Architecture

Is your IT architecture enabling data integration, automation, and improved inquiry-to-payment rates or accelerating fragmentation and patient leakage?

Segment 3

AI enablement in patient revenue optimization

Where AI is actually paying off today across contact center, scheduling, and RCM and where it hasn't lived up to the expectation (yet……).

A real conversation and debate among peers

This isn't a sales pitch. It's a candid, moderated discussion with peer executive panelists across every department speaking from their own experience running multi-site, enterprise-scale practices on the record about what's actually working, and what isn't.

We're keeping the room small and by invitation only: there are only 30 seats for senior leadership at enterprise-level practices.

Panel moderator

Jason Tuschman

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Opens with the strategic choice behind 2027 planning, not a product pitch
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Draws on real metrics an objective discussion regarding the integrated dependencies of successful patient revenue optimization across every department, not just marketing
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Reserves real time for audience Q&A bring your data, bring your concerns, let’s learn together

Only 30 seats · Friday, October 16, 2026 · 7:30 PM

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