Maximizing Opportunities and Minimizing Challenges when Integrating a Newly Acquired Practice into Your Health Center

The acquisition of a new practice is filled with opportunities and fraught with challenges. Extensive planning is required to integrate a new practice into your health center as seamlessly as possible. This includes identifying funding sources, facilities planning, human resource integration, and financial forecasting. In addition, operational planning to integrate EHRs, clinical staff, policies and procedures, and the model of care is required for a smooth crossover. A level of uniformity across sites, while identifying best practices of the new facility that can be integrated throughout the rest of your organization must be considered. An interdisciplinary leadership team that is able to communicate and act on clinical, operational, and financial issues as they arise is needed. Data needs to be used strategically to quickly pivot to ensure success and meet inevitable unanticipated challenges. In this session, presenters will share their recent experience integrating a large practice into their health center. They will review the overall project plan, strategies, and examples of key tools used to successfully execute site transition. This will include a discussion of clinical, operations, IT, HR, and finance components, and the dynamic interaction that impacted the overall trajectory of the implementation, as well as the roadblocks encountered.