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118: Clinical Operations Meet Marketing

Today’s conversation between Griffin Jones, Dr. Milroy, Dr. Supogay, and Dr. Yanni explores the overlap between clinical operations and marketing. The fact of the matter is, you cannot totally separate them. More often than not, when our clients first come to us, they aren’t able to fit more patients into their system so we first have to work on clinical operation efficiency before driving more patients through the door.

In this episode we explore:

  • The REI bottleneck and how to optimize your REI’s time

  • Referral patterns from other professionals in your community

  • How patients choose an REI

  • Why OBGYN education improves the quality of patients

Inside Reproductive Health is sponsored by EngagedMD. For technology that educates your patients with true informed consent, visit engagedmd.com/IRH for 25% off your implementation fee.

Guests:

Dr. Milroy:

LinkedIn: http://linkedin.com/in/colleen-milroy-37a45ba1

Colleen Milroy, MD, FACOG is a board-certified Obstetrician gynecologist, and board certified Reproductive Endocrinologist and Infertility physician. She currently leads the Billings Clinic Reproductive Medicine group serving the state Montana, parts of Wyoming, North Dakota and South Dakota.

Dr. Supogay:

LinkedIn: http://linkedin.com/in/anna-sapugay-md-facog-66932714

Anna Sapugay, MD, FACOG is a board-certified obstetrician gynecologist who practices in Northern California's East Bay Area. She currently serves on the Compensation Committee, Strategic Oversight Committee and Anti-Racism Working Group. Sutter Health is a not-for-profit healthcare delivery system that operates 24 hospitals and over 200 clinics in Northern California.

Dr. Yanni:

LinkedIn: http://linkedin.com/in/leanne-yanni-md-9b6117194

Dr. Leanne Yanni serves as Vice President Medical Affairs, Richmond Market, Bon Secours Mercy Health and the Chief Medical Officer of St. Mary’s and Richmond Community Hospitals. She is board certified in both Internal Medicine and Hospice & Palliative Medicine.

Website:

https://www.hsph.harvard.edu/mhcm/


Transcript

[00:00:55] Griffin Jones: On this show, it's half me interviewing my guests, half them, interviewing me. I'm not going to go into their intro and bio here because I do that a little bit in the beginning of the conversation, and then they introduced each other, but they're three different MDs in three different areas of medicine that are also in the MBA program at Harvard.

And. In today's show, we talk about OB GYN, referrals, OB GYN, relationships. There's some really good insights for you there. The show is really about where the nexus of clinic operations and marketing come together. There is a place after the overlap where I can't go any further and these three could, and there was a part where they wanted to go deeper in terms of using marketing to set up.

Client operations and I was able to go there. So I hope you enjoy this. This is the nexus of where the bottleneck of the REI field is addressed, where clinic operations and marketing come together. 

Doctors Yanni, Sapugay and Milroy, Yanni, Anna Colleen, welcome to inside reproductive health. This is a little experiment that we're doing sort of on the fly. These are three MD MBA. Students at Harvard and Dr. Milroy, I know through the field of reproductive health and they are interviewing me about a project that they have.

If I can provide some insights, that's the reason you're listening to this podcast episode. And if you're not, it never made the light of day. You're my podcast editor throwing this episode in the garbage. So Dr. Yanni, Leanne, tell us a little bit about the team that you have and the venture, your.

[00:02:48] Dr. Yani: Excellent. So I'm Dr. Yanni and I'm an internal medicine doctor at Bon Secours Mercy Health in Richmond, Virginia. And we have my colleagues, Colleen Milroy, who is a fertility specialist in billings clinic in Montana. And Anna Sapugay who is an OB GYN at Sutter health in California. And we are all currently enrolled in Harvard, T.H. Chan school of public health, the master of healthcare management.

So very special, a masters it's focused on physicians. It's a two two-year program designed to support physician leaders and physician. We are currently taking a marketing class, taught by Linda McCracken. Who's very well known across the country for her marketing expertise. And our project is to define a clinical problem and a marketing strategy.

I'm using focused marketing techniques to address the clinical problem. And we have really chosen to focus on fertility and with Colleen. Expertise in billing Montana with her fertility expertise, we're going to focus in that area. So that's why we're talking to you today, Griffin, and really glad for the opportunity.

[00:03:54] Griffin Jones: The pleasure is entirely mine. Why did you choose fertility? Did Colleen strong arm, the rest of you? Or how did, how did you choose that? This was the opportunity in the nexus of medicine and business that we want to explore. 

[00:04:11] Dr. Sapugay: So, you know, infertility, afflicts, not only insured patients or the wealthy, but it all, it afflicts all kinds of women in all walks of life and with expansion in billings. Our goal is to. Have health equity, even within the infertility sphere

so if we are able to reach patients with infertility issues in rural America minority women that would be something. That we would like to enter and possibly, you know, reach patients who have not been reached before in the infertility sphere.

So in your experience, what has been the best way to reach in for fertility patients?

Is it by engaging them directly? Engaging their community or going through the providers that they see, like their obstetrician gynecologist or their primary care physicians and for our target population. Would we do that differently for patients in rural America. 

[00:05:28] Griffin Jones: So the second, the answer to the second question, would you do it differently is likely yes.

Because the answer to the first question is it depends on the area. There's effectively three different reasons. Why a patient selects a fertility provider. There's more, but three reasons make up more than 60% of patients. Number one reason above all of the others for choosing an REI the first is a referral from their physician.

That's 21% of patients say that that was their number one. Factor in influencing their decision referred by another physician. The second is referred by a friend at 20% and the third is location. At 19%. I could be mixing up two and three. I don't think I am. If I am I'll, I'll correct it in the show notes, but those three are on the heels of each other.

21%, 20%, 19% physician referred by. And location. I actually, I think location is number two. So I'll clarify that in the show notes, but they are all close to being on the heels of each other. This isn't to say that only 21% of fertility patients are referred by a physician or only 20 19% are referred by a friend.

It's just to say, that's what they say is the most influential in choosing their decision. So when you're asking this question, I tried to add a little bit more light on attribution and how attribution needs to be triangulated for fertility patients. We don't have a perfect CRM customer relationship management software that integrates with EMR perfectly.

That does not exist yet. Till we have that. And even when we do, we need to triangulate attribution, one way is volumes from whatever we're promoting. The second is in digital attribution, through a CRM, through Google analytics, through any other digital platforms that you have. And then third is patient self reporting.

And when you do the third patient self reporting, that is where you asked the question. Of the main ways that you're trying to reach patients, whether it's online reviews, social media, if you are spending a lot in traditional media, you would want to know, is somebody hearing us on the radio or seeing us on TV and the answers to those questions need to be binary?

Yes or no. There should not be more than eight of them. There should not be less than four. Then the exact number depends on exactly how heavily you're marketing in different areas, but they have to be binary. Yes or no. Last question is of all of the, of these ways of these four different. Four to eight ways.

What was the most influential in choosing your practice? And that's how we get to, to those numbers. So MD referrals are still extremely important, important. They're just not the lion's share that we sometimes think we are. And so I'll take a breather to let you ask any followup questions before we talk about what that means for Montana.

[00:08:49] Dr. Milroy: So Griffin, this is Colleen. We have been learning a lot about market segmentation, and you're saying you take the data from those sources, you collate it together and then use that to segment your market. Correct, and to different segments. 

[00:09:04] Griffin Jones: You use it to prioritize your marketing efforts. So once you have a general baseline, which I've just given, then you also want to do it for your own.

You want to do it for your own patient base. So every practice should be doing should be triangulating attribution in this way for their own practices. And because those numbers might. Different. That's a net, that's a U S average that I just gave you. And so they will be different, but if you're so much lower and if you're finding that, wow, only 30% of our patients say they were referred by an MD.

That's an area where we probably want to invest more in physician outreach. And so getting that attribution one knows where helps you to know where you're going to prioritize. And then two, it helps you to see as you're investing in those priorities, what's being returned so that you can invest more in those areas.

[00:10:07] Dr. Sapugay: So Griffin, what I'm hearing is, so we have basically two target consumers, the physicians and then the patients themselves, when it comes to the am I right? 

[00:10:20] Griffin Jones: Well, you, I, those are the two from the top, but you start to have more, as you start to have employers that have employer coverage. And so we've even started to expand.

Were you referred by, by your employer? Benefits broker did, did a progeny or a kind body or a carrot say. Well, here's who we've got on our network and, and this doctor's available. There's also apps in and lead generation and, and the friends themselves are a market in a way, but that could be a little bit tangential.

Let's just say you've got your, your, your, your top two patients physicians, and then a quickly emerging third, the employers and the employer benefit companies.

[00:11:02] Dr. Milroy: Okay, so I'll go up with the next stuff. So we have been learning and part of our project is to design something that has an improvement in the public health area. And so our question for you is clinical design solutions more important or is a growth solution more important. 

[00:11:20] Griffin Jones: Can you define each, not just for the audience, but, but perhaps for me as well, if I'm being honest, I could guess what each of those mean, but I will help.

[00:11:39] Dr. Milroy: Yeah, a clinical design solution would be something that would improve either access or patient flow or things like that that would make the patient experience a little bit better or easier on the patient. A growth solution is where you're trying to right. Compete and grow in a market. And which one right now do you think is dominating our field in terms of being a.

You know a goal for fertility practices. 

[00:12:08] Griffin Jones: This is very hard for me to answer. I feel that you're asking, which is more common place right now. 

[00:12:16] Dr. Milroy: Yeah. What's the number one issue right now?

[00:12:19] Griffin Jones: Clinical operations is the bottleneck.

And so. That's partly inhibited growth. The experience that we have as a firm, when I came into this field, it was about new patient acquisition in some time in the past couple of years. Oh, let's call it 2018, 2019 we really had to. Away from that as a firm, because very few centers want for new patients.

The bottleneck is on the clinical operational side. So as a business development firm and a creative firm where we've started to step in is in the third and fourth phase of the. Of the patient marketing journey at least the second phase and really only using the first phase to set people up, to move through the journey faster.

So not using content so much just to get someone in the door, but using content creative the way we answer the phone videos, digital. All to help people move through the journey faster and more easily. Take up less of clinician's time. Take up less of support staff time, not call support staff with. With redundant questions, not when they go see the financial counselor, they have some familiarity with what they're going to talk about, who the financial counselor is.

And so we have focused more on supporting, not, not supporting ops directly, but on the content that allows ops to operate more smoothly, as opposed to just getting new patients in the door. And so. I think that growth is inhibited by this bottleneck that we have in the field right now there's 1100 of you calling there's 1100 board certified REIs in the United States of America.

Give or take and of a population of 330 million people. And so. Things that I was hearing when I first entered the field in 2014, we would never use someone. That's not a board certified REI is one of our docs. Never. They have to be board server. We would never use a physician assistant. We'd never use a a nurse practitioner to help with retrievals, except they are now 

and what was only a few people doing that a couple years ago now, very many people are, and the answer is because that bottleneck has to be solved for, and I would love for it to be solved for, because I would love to go back into super growth mode. But, but operations absolutely precedes growth as, as the need.

[00:15:03] Dr. Sapugay: Which is interesting question. Oh, go ahead. 

[00:15:06] Dr. Milroy: No, I was just going to say out of 1100 board certified physicians, there are two in Montana that cover the entire state. So operations is going to be your bottleneck, right? There's only two of us, so that's a great, great influencer in our lives. 

[00:15:21] Griffin Jones: And I don't believe that the two are, are mutually exclusive.

I don't think that they're divorced from each other when we're having this conversation. We have to choose then yes, I'm going to say operations, but the way I've built my entire firm is to support that operation so that, so we take what was growth in terms of acquisition and turn it into. Patients that have more, that are better educated that understand the process of the clinic that have rapport with the physician so that operations can move.

I don't think that they're totally divorced from each other. And I think. Too compartmentalized is a mistake, but to your point, Colleen, about there being two of those in Montana, that's the case in a lot of states and cities across the country. And I've talked about it a lot on the podcast that it concerns me.

I don't have data, but it just seems to me, if I talk to 10 fellows a year, eight of them are going to a handful of cities, right? It seems to me that 20 of the cities in the country are getting 80% of the fellows. I don't have data to support that, so it could be wrong, but it really seems that way to me.

And I would love to get that data for people. You know, it's interesting. 

[00:16:34] Dr. Sapugay: You say that because we have alum, I'm the director of OB GYN in my department. And, and et cetera. And there's a long line of infertility specialists who are trying to present to my department of 34 clinicians. So there's a lot 

[00:16:51] Griffin Jones: And tell us again where you are

[00:16:52] Dr. Sapugay: I am in the San Francisco Bay area. 

[00:16:57] Griffin Jones: Yeah. And many of the people that have been on the show, including some of the fellows who have gone to the San Francisco Bay Area. So I do talk a lot on this show about what will become of your Buffalo new York's, where I'm from, or your Youngstown Ohio's or your billings Montana's.

And I try to make a. Plug that I think this there's actually a lot of opportunity for REIs and fertility centers in those areas, but that could be tangential to what you're looking into today. Or, or maybe it's not tell me more Colleen about what you're, what you're hoping to do, or at least exploring as a venture in these underserved areas.

[00:17:45] Dr. Milroy: I think so, one of the things that we're reading is something called blue oceans. It's a an evaluation in an article by Kim and Mauborgne and at the Harvard business review. And it talks about. You know, there are red ocean strategies that really are more in a competitive market that are driven by dog eat dog.

And then there are blue oceans and blue oceans are opportunities where companies, you know, really create long lasting, visionary, successfully evolving new markets. And so they're actually not competing necessarily. They're creating their own new pie. And so that's really what we're focusing in on is how do you create this new pie maybe?

And how do you serve a market that, you know, in a health equity, you know, access issue over the course of history has not really had an opportunity to visit us an easy way. So I'll let Anna kind of ask, cause I think, or, or Leanne had some questions about the actual products that we're thinking about.

[00:18:46] Dr. Yani: This is fascinating. And so one of the marketing questions that I have Griffin is you were referring to the advent of interdisciplinary expertise that is moving a little bit away from the physician as the sole owner of this type of. And, and really building up other expertise around our limited physician, which is our, our bottleneck as a marketer, how do you set the expectations of your population that you're marketing to?

That we do have interdisciplinary expertise and that is evolving. And, and while a physician may be at the helm of someone's care, there's a lot of steps along the patient experience that engage. Other clinicians and others with expertise that that can help them be successful 

[00:19:31] Griffin Jones: Early and often is the answer to the expectation setting question.

And because we live in a world that is content dominated and we have yet to catch up to that as a field. That we live in a world that is content dominated every hour of many professionals day is dominated by the content they consume about what they're going to purchase, what they're going to eat for dinner, the research that they're doing for their work.

And using that to reset the expectations is necessary. Can't be the first time that someone calls on the phone. So, okay. So great Griffin we, we need to use content to set expectations about how it's thinking of content in the form of a Russian nesting doll. So if you think of all of the content on a topic, as deep as your point of view can go on something.

That's the, you might say that that's the. The tiniest hole doll within the Russian nesting doll and then an infographic or a shorter blog post, or a video might be the next level. And then a infographic might be the next shell. And then the next shell might be a Tik Tok representing the entire point of view.

And so when people are thinking of what's the best form of content that we should use as long form better is short form better. They both serve purposes and they both can lead to conversion both in form of acquisition and conversion to treatment. And they're both necessary for setting expectations.

But if you think of your point of view and start with. The point of view on any given topic. And in this case, we're talking about the support staff and including other doctors besides REIs and how they contribute to the comprehensive care being delivered. That point of view would start. I recommend starting as a really long article.

Really form that point of view. And then we create video from that. Then we create shorter. Then we create literally Instagram posts and then we create Tik TOK because they're all going to be seen by different people. And sometimes by the same people in that increases frequency, but we want people to. To receive these messages in different ways.

Some of them are going to some of them, it's just going to be straightforward. Some of them are going to be funnier and cuter, and that will depend on the brand voice of the people delivering the message. But to the extent that you're varying the content in this way, you can set the expectation with people that.

Don't have to always see the REI for everything. And I might be inferring into your question too much, Anne so tell me if I am, but I hear this from REI is very often that they think they equal the standard of the. Standard of care in patients eyes. And I don't think they universally equal the standard of care in patient eyes.

The bottom line is the patient has to feel and be cared for. The REI is a part of that. How much of a part of that will depend and needs to be experimented with, but. To the extent that we're setting people's expectations ahead of time that, Hey, you're going to see this person for this. Then this is John, your ultrasound technician, and this is Mary, your phlebotomist.

And this is Dr. Patel or this is your nurse practitioner to the extent that people are familiar with these folks ahead of time, it makes it a lot easier. That the REI doesn't have to be involved in every single thing all the time. 

 [00:23:23] This topic that we’re talking about today, the REI bottleneck access to care, the convergence of growth and improvement in clinical operations, is the perfect segway to introduce our new sponsor for the show, that I am so excited to announce to you. You know who it is? It’s EngagedMD. You know why I am so excited about this? Because of the 7 years that I have been in the field almost nothing has been so lopsidedly positive as the feedback that I've heard about EngagedMD. I have been recommending them for years, at least since 2015. I hear nothing but good things from the clients that use us that we recommend to use EngagedMd and from other people in the field and you’ve heard it too if you’ve listened to this show people come on this show there have been several episodes where people just bring up EngagedMd without me even asking. That’s why I had to go get a sponsorship from them. And I am so pleased to do it because this is a great time as you’re starting to think about you’re 2022. You’re sitting down, the investments that you're making to make life better for your staff and for your patients. The pretreatment education that EngagedMD allows you to scale, so that you have more rapport with your patients, so that you have true informed consent not just sticking a handful of papers or stack of papers and having them sign it but true informed consent. So that you can tailor the patient education that they need, the standard of care that they need. Talk to them about their diagnosis, their prognosis because they are better educated, they have true informed consent. That’s the type of scale that EngagedMd provides. More than half of our clients use it, I guess I gotta to talk to the remainder that don’t because everyone loves EngagedMD. And now that you’re planning for 2022, now is the time. It’s a quick win that you can give to your team to advance your practice because this is one of the leading companies in the field. They’ve got a product road map that’s as long as my arm, and they are going to be around for a long time. And you have the opportunity now to get a couple bucks off. Go to EngagedMd.com/IRH and you get 25% off your implementation fee. That's for new customers. If you're talking to them tell them you heard them on Inside Reproductive Health. Tell them you heard them from Griffin Jones. You get a couple bucks off with 25% off your implementation fee and you'll be starting your practice on the best start that you could have moving towards scale and moving towards patients who are better educated and have true informed consent with EngagedMd. EngagedMd.com/IRH. EngagedMd.com/IRH.

[00:26:14] Dr. Sapugay: So Griffin, going back to my question. Well, first of all, thank you for that.

But going back to my question of reaching our consumer, would it, from your experience, would it be different trying to reach rural America or specifically Montana where, you know, people. ARe four or five hours away that you're trying to reach. 

[00:26:37] Griffin Jones: Probably, I can give you one thing that tends to be true for rural areas that is less true for

urban coastal areas, which is the readiness of how effective organic social media is. And I'm not talking about paid social media, running ads. I'm talking about organic social and the reach that comes from that I've known when ever we work with a small Midwest market group that. And I see they don't have much of a social media presence, but as long as I can tell, okay, these are good people.

Their patients are really happy with them that it's like taking a match to dry Tinder. And that doesn't tend to be the case in larger urban coastal areas. And my hypothesis is again, I could be wrong about this, but I think that it's because. In billings, Montana or Youngstown, Ohio, or Omaha, Nebraska, if you're 28 years old and you don't have children in many of those communities, you are not part of the social fabric.

And there's very few alternatives for you. And. The center in this case has the opportunity to stop and say, where do our community? You do have a community, you have lots of neighbors, and you actually know some of these people. We're not going to identify them, but we're going to be here. And as you start to identify yourselves, you'll, you'll start to, to perhaps talk to each other.

And now we, as the center are. At at this we, the IVF center at the center of this social community, that is a means, that's an advantage for rural centers that doesn't always exist for urban centers. And the good news for them is that it doesn't, you don't have to spend a lot of money on advertising necessarily.

You do have to spend the time to, to create the content.

Did that answer your question, Anna, what was that? Did I take that off the rails? No, 

[00:28:52] Dr. Sapugay: it, it, it answered my question. Would you focus more on the providers then that are serving these patients and, and reach them through their providers? Because. As you said, if you're 28 and you don't have kids, you're sort of out of sync with social media.

[00:29:07] Griffin Jones: If I'm in a rural area, in a small market, I'm doing organic social first, the first thing I want to do is set up the attribution. So I know that if I'm wrong about this, but if I'm just having to pick something from the bat in a, in a rural small market, not even necessarily rural, but in a small market that tends to be a place where, where family is the social fabric and.

Not a Manhattan or a San Francisco, then it's, hasn't been the case every time or has it, I'm really trying to think almost every single time. It's the case that that what's missing is, is people knowing that my friend, my former coworker, my cousin. To all one went through this, but two went and saw this specialist that they're thrilled with.

And that tends to be the lowest hanging fruit in markets like this. It doesn't mean that physician outreach strategies necessary it very well may be. It tends to be the case in those marketplace that if, if, without digging into the attribution, which I would do, if I were actually talking to a client, if I'm just guessing, that's what I would do.

[00:30:21] Dr. Milroy: Chris. And I have a question. There's been an uptick into the direct consumer kind of fertility testing. And I just wonder if that is a way to reach the customer in a rural market or in a lower socioeconomic status or lower access, lower health equity area. Could that be a way that we connect with them 

[00:30:45] Griffin Jones: first?

Well, I think anytime that you have to drive three. Plus hours to a physical location anytime. And for those of you listening, Colleen putting up or hands just up to eight hours in some of these, in the interior west, that can be the case. Yeah, these are absolutely areas that expand access that ultimately serve as lead generation for treatment and for centers.

So, you know, I've had. Afton Vechery the CEO of Modern Fertility on the podcast to talk about this concept. And some people might say, oh, that's not as good as the way we would do our testing here. And that may be the case. You can come on and debate it. I'm not a clinician. What I am saying is. It is a gateway into the next step.

And to the extent that we can take out testing from the office one, it serves as lead gen two. It improves access because people don't have to travel the distances. But third is, it goes back to tying in this theme of growth and this theme of client of clinic ops, where. It's triage for the clinics.

And in many ways, if you have a bottleneck of people a two month wait list of people trying to get in, well, wouldn't it be great if, if some of these people had more information coming into the practice and you were maybe able to refer out to some of those things that an OB GYN or even a PCP could do.

So I think triage is a part of. Of this, as well as bringing the themes of growth and clinic ops together. 

[00:32:32] Dr. Milroy: Yeah, I, I wonder often, you know, in many of these kind of rural parts of America, the small critical access hospitals, many of them don't have the ability to run some of the tests. We would like them to run.

And so that direct to a patient's home where, you know, in the privacy of their home, when they don't have to go to this small town hospital where they know every single person who they walk, you know, walk by and really have to devulge this very private and scary, you know, diagnosis that, you know, they could be doing that in a little bit of a different way and putting it in the mail.

And I think that could be a really great way to, to access and to really, you know, care for these patients in the right way.

[00:33:16] Dr. Yani: I have one last question for me is do you think the future is directly working with payers and insurers to use this sort of home assessment kit in a way for fertility, for those who have a you know, basically ICD 10 diagnosis of. 

[00:33:36] Griffin Jones: That's a great question. It might be above my pay grade.

Do you mean that the providers would, would require of the, the payers to, to, go through these at-home tests before. They sent the patient to the office. 

[00:33:55] Dr. Yani: Well, so to give you an example payers are now acting in many ways, almost as a clinical conduit and a good example is, is colorectal cancer screening.

While you can't do home colonoscopy you can test your stool for blood or specialized tests to determine if you have a higher likelihood or higher risk of cancer. And so, you know, we can imagine a future state where someone has been officially diagnosed with infertility and context, their insurance company, and they're able to actually directly administer the tests.

I can imagine a future where then they direct them towards a fertility specialist that's in their network. 

[00:34:34] Griffin Jones: I think this is part of the lead gen system that many of the tests themselves are trying to do. So you're bringing up something to me of that it's interesting of, of the employer benefit brokers being the insurance company.

Doing it and being a part of it, many of the, of these tests. And there are many of them, there's a couple leaders like the ones that we mentioned, but there's so many that are trying to get into the marketplace that are raising 10, 15. It's somewhere in the 10 to $25 million ballpark of funding. And part of this business model that they have in their minds is that they want to do exactly that well.

Okay. Well, here you go, Dr. Milroy, we have these patients for you. They're ready to go. We've screened them. And so far nobody's been terribly successful at that, partly because they've been looking at the. Provider to, to pay for that. And I don't think that that's the right model. I think anytime you can go around the providers, listen, I own a client services firm and we work with providers.

I'm telling you, it's not the best way to go. If, if you can get somebody else to pay for it, that's typically better. And so I can't speak to if for certain that I think that. Having the employer benefits and insurance companies providing for it, but it could solve the challenge that has come from the providers not, and I'm thinking of one company And they were pretty good at actually nurturing the patient and getting information.

And I don't remember to what extent they did a testing, but they actually received the money from the patient and they paid the clinic and they still couldn't make that business model work because the clinic fought them on attribution. So. I'm sorry that I don't have a, a great answer for you Anne other than here's where it hasn't worked on this side.

Maybe it could work on the insurance side and if it does attribution would have to be. Either not a part of it and because the insurance company doesn't care, they want to, they want to do triage and send less people to the expensive people first that they can. Or you know, that that attribution model makes sense for them.

[00:37:02] Dr. Yani: Yep. I think that's a great answer, Griffin and got us thinking about what is that blue ocean and how do we work out those bottlenecks and those issues to, to really expand this access for those who really, really need it.

[00:37:16] Dr. Milroy: Griffin, that's all we have for you. Do you have anything for us that you'd like to ask us? 

[00:37:22] Griffin Jones: The question that, that I have is where do you see the provider involvement evolving in the next few years with regards to advanced providers with regards to OBGYN, what do you see happening in this area? Because if the bottleneck can open.

Bring a lot more water into the bottle right now, my firm is focused on, okay. We have a limited, we have a narrow passageway. We need to make sure that the what's going through that passageway is going through as quickly as it can, but I would love to open up the passageway. What do you see happening on the, the provider side?

[00:38:11] Dr. Sapugay: So I will have Colleen the last word, but as an OB GYN in my neck of the woods we actually do a lot of the initial work up and some of us do it all the way to, you know, our regular ultrasounds to look at follicles and then do intrauterine insemination. So we do do that, but it's also a very.

Saturated market in the Bay Area. And and so for some OBGYN who don't even do the workup, we have the REIs who will do it from scratch and, and take the patient all the way through. 

[00:38:55] Griffin Jones: So I, as a marketer, that seems like the logical path to providing more access, getting more people in, but I'm not a clinician.

So I can't speak to that. Colleen play devil's advocate for a second. BV old, the old hawty REI that says only REIs can be doing this. What is the argument against having a non. Board certified, a non REI board certified OB GYN. Do the workup, do the IUI, maybe even do retrievals. If that's two arguments, you can break them into two.

But what was the argument against that? 

[00:39:38] Dr. Milroy: So historically I would say it is training within that field enough that you feel comfortable really talking about the nuances and the side effects and the risks associated with things. I would say that's old school and I actually, Griffin, argue the other way, often where we are covering such a large geographical market we have to use position assistance.

So each physician is paired with a physician assistant. The physician assistant does the simple IUI, the ultrasounds, the simple infertility patients. PCOS patients. And then when those patients go through the process and they're getting to more of the difficult stages of things or surgical stages or IVF stages, that's when they're coming in to see me.

So I think it's operations and really who you train and how you train them. I think you know, we took a whole class, the three of us this summer on operations. And one of the things that we learned in that class that was super important to patient access and flow is what's called a complete. And so the way you optimize me as an REI is really to give me the patient tied up with a little ribbon and a perfect little package.

And so it's already to go. So that means I'm not ordering the basic test. It means I'm not ordering, you know, and then having them follow up with me to talk about a semen analysis, it's that all of that data. All of my team knows needs to be there before they see me is ready to go and perfectly ready for me to evaluate.

And then I can really use my degree to say, what do we do with this? What is the data out there telling me to do for next steps? You know, where is your highest chances? What's your quickest time to pregnancy. And so you're using my brain and that way, rather than ordering tests and so complete kits I think are super important.

We identified it in our operations project as one of the keys to really opening up access to fertility centers. Similar to, 

[00:41:47] Griffin Jones: Well as a non-clinician I would love to see this. I would love to see the patients that are. Coming to the REI, the ones that are in most need of the REI, but there's a couple of things that I'd see sometimes.

And the only reason I'm seeing this, I was a D student in high school biology. So no clinical background I'm coming from just, I'm looking at referral patterns and how do we get people to move through the process more quickly? And sometimes I see people. That are coming to the stay at their OB GYN for far too long.

The OBGYNs doing time intercourse, they're doing IUIs. They're doing they might be doing some other things, but they haven't even tested the male partner for a semen analysis. And I'm like, oh right. Here's this other referral source. So. That gives me a glimpse into all right. That's probably a clinical oversight.

I'm not a doctor, but, so how do you create the framework that that is the right OBGYNs that are doing this, that they have. At least some training and maybe not an accreditation, but to get you what you need to have those patients with the bone. How does that happen, 

[00:43:00] Dr. Milroy: Anna? And I can answer this together with her being a general OB GYN in the fact that I share

What I know as much as I can. And so when I go talk to the OBGYN when they are contacting me, I am sharing not only what we're doing, but why we're doing it. And so things like timed intercourse without a semen analysis probably not that helpful. And so right. Reminding my referral patterns where we live, it's not just OBGYNs, it's family practice doctors, it's critical access hospitals, it's nurse practitioners and physician's assistants that are actually really referring to me who really not never got training in this space.

And so it's really creating outreach for education for the, for my rural providers out there who may be see this three times a year. Right. And, and don't feel comfortable in that space. And so they're just trying to do whatever they can to help the patient. But in reality, they're wasting time. And so I think, you know, having access to me, like when they call me, we always answer them and always quickly respond.

And then spending time really educating them on what. What's really helpful for these patients. Anna, do you have another thought being an OB GYN? 

[00:44:14] Dr. Sapugay: I was just going to say so basic infertility management is actually part of our training 

[00:44:20] Dr. Milroy: for you as an OB GYN. Absolutely not for my physician assistant.

Who's at a rural access 

[00:44:27] Dr. Sapugay: hospital and one of the things I cannot emphasize Colleen's point on education enough. So part of my condition, actually, whenever an REI presents to my department to try to get our referrals is to do some teaching to the entire department as part of their introduction. So educating clinicians, not just OBGYNs, but to Colleen's point, you know, primary care providers is key so that the patient's time is not wasted as they're getting worked up. 

And, you know, one of the first things I always tell my patients who are coming to see me with infertility is men make up a huge proportion of infertility problems. And so that's actually one of the first things. People should be testing for and not always just assume that it's the woman's problem. The other thing though, that comes into the equation is insurance companies actually less when the OBGYNs or the primary care clinician does the testing, I suppose to when the the REI does the testing.

And so that's another reason people come to us first. 

[00:45:41] Griffin Jones: Well, what you just described is why I don't think referring provider outreach is going away as a, as a strategy, as a business development strategy. It's not the end all be all of the single source of patient attribution, but it also ties into what's needed for triage to help qualify patients that are.

To the REI to move them through more quickly. So I've enjoyed this conversation with the three of you. It's having this clinical operations framework meet a marketing framework. They're not totally divorced from each other. It is a Venn diagram and they do overlap. So I do reach a point where I say this is as far as I can go on the train.

And and it's been nice to, to talk with the three of you of where those areas meet Dr. Yanni , Dr. Sapugay, Dr. Milroy, Leanne, Anna, Colleen, having three of you guests on, I wish you the best of luck in your MBA program. And thank you for doing that extra curricular business study to improve the quality of the standard of medicine and for coming on Inside Reproductive Health.

You’ve been listening to Inside Reproductive Health, sponsored by EngagedMD. For technology to streamline patient education and informed consent, visit EngagedMD.com/IRH for 25% off your implementation fee. That’s EngagedMd.com/IRH.

117: Improve Conversion Rates by Keeping Scholarships in your Arsenal with Pamela Hirsch

This week on Inside Reproductive Health Griffin Jones interviews Pamela Hirsch from Baby Quest Foundation. After witnessing her daughter struggle to conceive, she launched Baby Quest in  2012 and has since awarded grants totaling $2.3 million. Grants like the ones from Baby Quest are not only beneficial to the patients, but also to the clinics by increasing conversion rates from consult to treatment and getting paid quicker than from insurance claims. 

In this episode we cover the topics of: 

  • The perception of scholarship programs among doctors 

  • Where to learn more about fertility scholarships

  • How to utilize these programs in your arsenal to increase conversion rates

Links: 

Pamela Hirsch: linkedin.com/in/pamelababyquest/

Baby Quest Foundation

Website: www.babyquestfoundation.org

Facebook: https://www.facebook.com/BabyQuestFoundation

Twitter: https://twitter.com/babyquestgrants 


Transcript

[00:00:56] Griffin Jones: On today's episode, I talked to Pamela Hirsch. Pam started, Baby Quest is a scholarship for those undergoing fertility treatment. They've awarded $2.3 million so far just have had their 120th baby, born from the scholarship. I'm gonna go into the details of why this is so pivotal at the finance stage between consult and treatment inside the fertility center to have relationships with scholarship programs, like this have education about them.

Today's shout out is going to go to Dr. Lora Shahine. Dr. Shahine hit me too, Baby Quest, she was a board member for. Time still, maybe as far as I know, but at least she was, and I don't know if I've shouted out Dr. Shahine. I may have, I don't really keep track of the shout outs guys. So please let Lora know that I shouted her out on this episode.

And if I already did. two shout outs is just fine. It's good to be benevolent with your shout outs. On today's episode. It's not that Baby Quest is the only good scholarship program. And I feel like people are going to be like, why the hell didn't you mention mine? I'm sorry. ECG scholarships is another really good one.

There's there's a few more that I'm forgetting that people are probably going to remind me of in the emails, but they should, and they should be on your list as well. So finance is one of the stickiest points of moving people from. Consult to treatment and having a list of scholarships and having different places that people can apply is the final catch.

For those that aren't able to get employer coverage, aren't able to get insurance coverage. Maybe you can't get a loan maybe you can't get money from friends and family. It's important that you have all of those steps. We want to reduce. The number to as minimal as possible of people that can't afford treatment and scholarships are your last line of defense, everybody needs to have them.

And so we talk about what that's like with Pam and how they interface with clinics and pay clinics, frankly, a lot more easily than many insurance companies do. So I hope you enjoy this episode with Pam Hirsch.

 Ms. Hirsch, Pam, welcome to Inside Reproductive Health. 

[00:03:10] Pamela Hirsch: Thank you. Thank you for having me here today. 

[00:03:13] Griffin Jones: You were brought to my attention organization was brought to my attention by some people that have been on your board. And I do get a lot of requests from non-profits to come on the show and sometimes I have them on and other times I'm too busy and sometimes it's little.

Of luck of the draw. So I hope people don't hate me that have wanted to be on the show, but haven't been, but Baby, Quest I knew of, because I know some of the docs that have been on your board for a few years today, I want to talk about how you work with or how you interact with. With clinics, but let's first just start off with some of the backstory of Baby Quest.

You've awarded more than $2 million at this point. You've got, you have almost 120 babies born. 

You've got 10 pregnancies right now from Baby Quest funds. So let's just talk about how. Got there and what it is that got you there 

[00:04:12] Pamela Hirsch: and actually to correct you as of yesterday, we have 120 babies. 

[00:04:17] Griffin Jones: There we go yesterday and down what a milestone

[00:04:21] Pamela Hirsch: it is.

I started Baby Quest almost 10 years ago. It will be 10 years since we've given out the first grant. This March March, 2022 will be 10 years. And I was totally out in a different area, different workspace than fertility. I was one of the founders of a group called the Princeton Review Test Prep Company.

And I had worked in education for a long time. And. After I spoke my part of the company very soon after our younger daughter started to experience issues, trying to have a child. And she and her husband first, she had a miscarriage. Then there was Clomid and there were many IUIs. And then for IVFs, each ending and miscarriage until it was discovered that she needed to have a child via surrogacy, because she couldn't carry.

And this opened my eyes to the world of infertility and seeing the disparity of those who can afford, procedures such as IVF and surrogacy and those who can't. And the fact that many people don't have insurance coverage for this. So that's when I started Baby Quest in March of 2012, that was when we first gave out our first grant.

And that was maybe $9,000 to grants. One very small one for IUI, one larger one produced the first baby in Reno, Nevada. And since then we've grown considerably. We, as I, as you said, we've given out over $2.3 million now, and 120 babies and counting, and we do this twice a year, giving out grants. 

[00:06:08] Griffin Jones: So, how did you start to get some doctors on your board?

How did you even get a board? If I look at your, I look at your board, I recognize 5, 6, 7 names on here. And so how did that come to be? 

[00:06:24] Pamela Hirsch: Well, let's see. When I first started, I pretty much saw somebody on the street and said, oh, you want to be on my board? I have no idea what, whether it would be able to be around next year, but here's the idea.

And as we progressed, obviously we became more selective and I started going to some conferences and I met some amazing doctors. I actually knew Dr. Marc Kalan first here in Encino or Los Angeles. And then, eventually by word of mouth because of what we were doing connected with several other doctors.

I believe we have six doctors from all around the country, on our board now, and we're very fortunate to have their expertise to guide us in the medical part of evaluating applicants. 

[00:07:17] Griffin Jones: So how do you evaluate applicants? One of the things that I look at from, fertility patient journey standpoint is you first, you attract their attention and.

And educate them on the problem that they're facing, then educate them on your approach to solving the solution. Then you have to get them into the office. And there's a gap from when they contact you to when they actually come in and people can fall off there and then you get them in the office and you, you ostensibly educate them or test them depending on when follow up or the first visit comes.

But then you have a gap between that consult and treatment. And in that. So between the second and third phases, finances is hugely at play. And so anything with finance. We tried to help with the system that people use on the clinic side and the information that patients are prepared with before hand.

But you're coming in, you, you are helping with that, but 120 people out of, out of all of the people that need help. Of course you are. You're helping as many people as you can. And that's a fraction. Who needs help. So how do you make that decision? 

[00:08:30] Pamela Hirsch: Right. Well, first of all, as far as when the people consult us, we, we get applicants after they've been sitting in the business office and they know what their treatment plan is.

They need IVF they need surrogacy. They need sprayed donor sperm, donor. Genetic testing to eliminate cystic fibrosis or taste, acts, something like that. And they sit there in the financial counselors office and they learn what the price tag is. And they start to cry and realize that they don't have the money.

And that's when people start to do their research on what's out there for me, you know, my insurance won't cover this, my employer, you know, won't cover this. What kind of resources are out there? So that's generally when somebody reaches out to us and when they apply and we have two grant cycles a year we receive hundreds of applications and we.

As many applications are good. We just are obviously strapped by how many donations we get. And we can only give out the amount of money that we have. So it's a very selective process and the way applicants are selected There are several committee levels. Our board consists not just of the doctors that you mentioned that will come into play, but also of financial people of women's health advocates of surrogacy agency owners of people who have dealt with infertility in their own lives and have.

Oh, an expertise in the subject, whether it's personal or professional. So the first round of applications is looks in the application is looked at, does this include everything? Did the person submitted doctors evaluation? It's everything there. That's the first round next round. We have a fantastic committee of seven people around the country and we go through the applications one by one, and we eliminate is the person asking for more than what we think.

I can give just a myriad of, of different, different criteria. Are 

[00:10:43] Griffin Jones: you investigating their coverage as well? Like they broke down in the financial office, but wait, turns out they actually do have progeny coverage. 

[00:10:51] Pamela Hirsch: They submit their insurance information and we don't do that for everybody. But we do that when it becomes, when the group is more limited, we can't do that for hundreds.

And there's. That are just, you know, if somebody is, is asking for $50,000, we can't give that to one person. And the thing with our grant is that if somebody needs. $10,000. For instance, their procedure is 15,000 and they have 5,000 of their own. They need $10,000. If we give them a thousand and say, we're giving a grant, what does that person going to do other than save money for another five years and not be able to proceed?

So our grants cover. The major portion of what the treatment plan is, whether it be IVF service, the egg donation, sperm donation, egg freezing, embryo donation, whatever. So after the first two committees, we have a financial person who looks at the application. Does the person, does the applicant seem to be spending their money wisely?

Do they have three cars for two people? Do they How, you know, if there are, do they have enough in their savings, but they just don't want to contribute it. They'd rather have somebody else paid for it. Things like that. Then after the financial committee looks at the application, the finalists go to the medical doctors, and those are the doctors that you mentioned five or six doctors who look at the same medical piece of information for each of the finalists.

Give us their judgment on this person has a decent chance to have a viable pregnancy. 

[00:12:35] Griffin Jones: You had five or six judgements back when you do that. Yes, I will 

[00:12:40] Pamela Hirsch: say yes, very true. And it makes you realize that this is not a precise science whatsoever. You're you're, you're totally right on that. There are certain times when there is just something there that maybe we haven't caught and the doctors will say, oh no, this is just not going to work.

And if that person is consistently low. On every evaluation we realize this is not a good candidate, but it's difficult. There is no perfect solution. Every single time we've done this, we have improved it. We've made corrections. We've become more diligent and there's it's. There's no perfection. Unless we had a million dollars and then we can give money to everybody, but that that's not going to happen.

[00:13:29] Griffin Jones: But speaking of a million dollars, how have you raised the 2.3 that you've been able to distribute thus far? 

[00:13:35] Pamela Hirsch: Grovelling at first, because 

[00:13:39] Griffin Jones: To whom to anybody that you could have a cocktail party with in LA, who are the first people that you graveled to. 

[00:13:46] Pamela Hirsch: Friends who charities I had donated, or my husband and I had donated to for years and years and cocktail parties and not fun chicken dinners, that cost $500 a person that we had gone to for many years.

And I had never called in any favor so that they were first on my list and I didn't make any enemies. So that's good. And then word of mouth and then social media. It just grew you know, I been very fortunate in business and I just run, you know, even though I came from the for-profit world, I really run Baby Quest as a business.

And hopefully I'm very fiscally prudent in the choices that we've made. And we, we just, it, part of it is luck. And the other part is a lot of 

hard work.

[00:14:40] Griffin Jones: So the first was from, from friends and growing the network. When did it become fundraisers or now, do you have a systematic approach for, do you have any corporate philanthropy?

How is it. 

[00:14:55] Pamela Hirsch: Sure. Started out as individuals probably crying when an earth screaming. When I got my first check, that was over a hundred dollars. I kept on like that for awhile. Then we started with some small fundraisers, again, like hikes or what did we do? Small cocktail parties, just telling people a little luncheons, telling people about Baby Quests and it kept growing word of mouth.

And now we do have a much more structured program. We offer the giving hope grant, which is for companies, corporations. If they contribute a minimum of $12,000 on a yearly basis, they can choose. To adopt one of our recipients. And that has happened a couple to several times. We have couples who've come along who have been very fortunate with their own journey to parenthood, through IVF or surrogacy.

And they'd been, they acknowledged the fact that they have been fortunate financially, so they want to pay it back. So they come to us and they say, you know, here's a grant, here's a donation of $10,000. We want to help a particular couple. They can remain anonymous. Or they can actually communicate with the couple who they, more or less adopt.

And that has happened, you know, several times, quite a bit as well. But 

[00:16:13] Griffin Jones: Can couple's earmark as a scholarship at earmarks, not the right word, because I don't mean to say set it aside for a particular case, but rather can they, can they title their scholarships so that it's, you know, it's, it's coming from Baby Quest, but this is the.

Janet and Tim Rodriguez Scholarship.  

[00:16:36] Pamela Hirsch: Exactly. We have a company called an escrow. One of the surrogacy, one of the companies that many people use for surrogacy to put their money in an escrow account, Seed Trust, and they have adopted, if you want to call it our sponsors. Recipients two or three times we have a surrogacy agency, Abundant Beginnings, which happens to be owned by my daughter who knows the surrogacy agency owner.

They have sponsored a grant we have a celebrity from real Housewives of Atlanta, Kenya Moore, who, whose hometown is Detroit. And she great generously sponsored. Two couples from Detroit one, will be having a baby next month and her grant was the Giving Hope Grant. So definitely couples, some choose to remain anonymous.

Some definitely want to name their grant. And the companies generally, we have Brides For a Cause, which is a company in Seattle based out of Seattle. And they have been very generous with sponsoring recipient. 

[00:17:43] Griffin Jones: So as you start to grow forward, I imagine the board might change every couple a years or some seats stay on for longer.

Are there, are there fixed terms? Do you have board needs now? What's that. 

[00:17:58] Pamela Hirsch: The, the term is two-year renewable. If the person wants to. And many, fortunately many of our board members have stayed on for quite a long time. I believe there's 18 of them and we just recently added two new board members. It's always good to get a new infusion of ideas.

And since our focus has changed recently to try to do more corporate outreach. Some of our board members were not adding physicians at this time, but we're looking at board members who have some corporate ties that might be helpful. 

[00:18:37] Griffin Jones: Speaking of corporate ties, have you noticed the demographics of the.

Especially the geographics of the patient population that you're awarding scholarships to start to shift because, you know, 10 years ago you had very little corporate benefits and now it's far more common and in some marketplaces it's more common than it isn't. And so, as you know, progeny and carrot and others that are trying to enter that race kind body as they start to.

Broker benefits and now you've got Facebook and Google and Amazon and Microsoft offering those kinds of benefits. Are you starting to see different folks apply for the scholarships than you were some years ago? 

[00:19:26] Pamela Hirsch: Not really now there's always a need and no matter what companies are offering insurance, which is wonderful.

If that happens, there's still a need. And we see so many nurses applying fire, firemen, policemen social workers. Just now it I wouldn't say that really has changed that much. And again, it seems as though we do get more applicants from certain cities, whether that's word of mouth, whether if the clinic telling people, but some of the major cities, Philadelphia, Dallas, Atlanta, Los Angeles, Seattle.

They see, you know, those are cities where we get a lot of applicants. 

[00:20:19] Griffin Jones: Proportionally. Do you see far fewer from mandated states than you do mandated states? 

[00:20:25] Pamela Hirsch: Not really it well, yes. In one instance, I will say that. Yes, Massachusetts. We just gave the first grant we have ever given to Massachusetts it's same sex, male.

From the military actually using a surrogate. And we, I would say Massachusetts, per people in Massachusetts apply the least amount number and the least numbers of just about anything. Populated state. I mean, if you look at a state like Montana or Wyoming, no, we're not. We don't get very many applicants from 

[00:21:02] Griffin Jones: that.

Sure. So how do you work with clinics? You know, my interest in working with clinics is always getting the prospective patient through. Journey with the least pain possible, meaning the least, the least pain to them. They know what they're getting themselves into. They're prepared. The clinic has rapport ahead of time, the least pain possible to the staff.

They have less resistance. They're getting less questions that could be answered ahead of time and spending more of their individualized time with the patient actually individualizing their care and not doing redundant things. Causing more stress and extra work for them. And at the financial end, anything that I can do to prepare.

Patients to be ready for that discussion without giving them the wrong information ahead of time. That's kind of the hard thing family is when people want financial information. Well, you could tell somebody that the base price of an IVF cycle is $15,000. That is even though you're trying to be transparent, that's not really transparent because one, they might need just timed intercourse, and then.

Kind of scared somebody away that that just needs to see a consult, even if it's with an app in your office, even via zoom, like you've just scared somebody away from that. Or it could be somebody that needs a gestational carrier. That's going to need a multi-cycle guarantee. That's going to need donor gametes and then.

And plus the meds and then all of a sudden $15,000, this is hardly a drop in that bucket. And, and, and then you've totally bait and switch someone. And so what I try to do is get someone to think about, okay, this is where in the journey you are going to get the accurate information. This is how you are going to get it.

This is how you are going to learn how to pay for it. And so preparing them of how they're going to receive the right information, as opposed to giving them the wrong information. What you do because you really come in at that place between the second and third phase between consult before treatment.

And it's for those that have gotten stuck in the financial counselor, that is, that is one of the things in the arsenal that clinics have that I think they often forget about. And so can you talk about how you work with clinics?

[00:23:23] Pamela Hirsch: We generally get the applicants after they have a plan. And actually, because we can't do the research, let's say that somebody applies and they say, well, We don't know what we're applying for. We don't know if we need an IVF or we don't know if we need an IUI or we don't know for sure if we're going to need donor rate, you know, whatever, we don't have the manpower to go through 200 or 300 applications and help the person decide what they need.

And we're not doctors to begin with. So we really. Take that applicant when they have a plan, that person has been to the clinic. In fact, okay. For donor eggs, for example, somebody who's worded need. Donor rate or surrogacy, that person really needs to have a plan because if they submit an application to us and they say, well, we may need donor eggs

we may not. The price is going to be 15,000. If we don't need them 30,000, if we do. We don't have the manpower to call each person and say, let's talk about your plan. What your, your ovarian reserve, what does your doctor say about this? What are the champ? You know, how many IVFs if you've gone through, have you had an egg retrieval and none of the eggs have turned, you know, been able to be fertilized.

We get the person really when they have a. And the plan is concrete. This is a person who has spoken with the financial counselor has explored his or her options for insurance coverage. And basically has said, I'm going to either need to take out a big loan if I don't have the money or. I, you know, because I've been denied insurance coverage because my insurance coverage will only cover the diagnosis.

It will not go one step further. So that's when we get the person. And so we have to proceed from that step of this person needs. $9,000 to proceed because they have a little bit of cash that they can do it. We will call the doctor if we love this person, if this person proceeds through all the committees, the different levels.

And we come up to an application that is really wonderful with a personal story. And we're just so impressed with the person they've spent $12,000 already on failed procedures and here they are, and they just don't have the. To proceed. We'll call the doctor office and ask if there is any chance we've asked already in the application, but we'll call and say, you know, you've indicated that you cannot give the discount to this patient.

Is there anyone we can get $500 off or a thousand dollars off so that we can help this patient and take that $500 that you give us off. And give that to another, add that to another grant for somebody else. Anyway, that's the place where we meet the applicant. 

[00:26:39] Griffin Jones: How often does the clinic meet you there on, on a request like that?

[00:26:45] Pamela Hirsch: Less than 

[00:26:45] Griffin Jones: 50%. Less than 50? Yes. All right. Well, that's why you're on the podcast because I want that number up when we talk, I want it better be hearing everyone that's listening that better be 75% next year. I want that number going up so that you can benefit more people. But other than that, so, so hopefully you get a little bit of a discount because then you can put that back and.

Some helps more people, but even if you don't get it, is, is there anything you really need from the clinic? 

[00:27:20] Pamela Hirsch: Good communication cooperation, as far as Servicing their patient returning phone calls to their patient, just being, being the clinic that anybody would expect them to be as far as customer service, as far as us.

In fact, this just happened this week. Last Monday night we told the six people who got grants. That they had received a grant. The next day we sent them paperwork explaining exactly what their grant entailed, how much money, what medications, if any, and everything. And then the procedure is we tell the clinic, your patient got a grant.

You know, the clinic had filled out some paperwork because they have to for the medical part and we tell the clinic, your patient got a grant. There are some clinics that we have worked with before that are a pleasure. I mean, the nurses responsive, the business office is responsive. It works like clockwork.

There are other times when, the patient has received a written signed statement of this is what the procedure will cost. And all of a sudden the costs seem to change and they always change in the higher, rather than the lower we are their advocates. We will fight for them. It does not happen.

[00:28:44] Griffin Jones: So, so not a lot, like the, you don't need much from the clinic and so they are better off having you in their arsenal. Like, so every clinic should have a number of these scholarships in their arsenal and. And, and you're one that has been among the more established and proven, and it had longer tenures, but there is no reason that.

Every financial office should not have a list of these. Now, the order in which that comes in there, you talk about where that comes in, but there is a last line of defense when people are like, well, we don't want to bring in people that are, are totally unqualified. Well, you, you let people make that decision as they go through the system and you can get them some information earlier to think about things, but there is a way to get people.

Paid for, from a number of these different scholarships and the better relationship they have with you. And the more they have, the more people that are going to be able to serve. I 

[00:29:50] Pamela Hirsch: think one of the things that to me is so annoying is that, and this still happens after 10 years. I understand if this would have happened 10 years ago but,

we'll get a personal story of somebody who applied has to write a two page story. And we've seen some of the comments in the stories. Even recently, my doctor says this is a scam, my doctor said I shouldn't apply. Do you know that makes us even want to give that person a grant even more so that we can show the clinic that.

We exist. And it's interesting that within the past week, even one of the clinics mentioned to one of our recipients and very skeptical, well, how in the world are we ever going to get paid from them? And it's just amazingly easy. Let's say that somebody that we've told the person that we will pay $9,000 of their clinic fees, they come to the day when that patient needs to pay the $9,000, she's at the clinic, or she's going to go there tomorrow for her baseline or for her egg retrieval, depending on when the clinic demands payment, the clinic picks up the phone calls our office

I answer or somebody else, I give them a credit card on the phone. They charged the credit card and that's it. There is no thousand pages of paperwork. There's no bureaucracy. There is somebody else with a credit card, paying the bill for the patient. Who 

[00:31:28] Griffin Jones: did I say? 75%. When I said that should be the number of centers that give you.

Discount when you ask for it. Yeah. What that number ought to be 90% by next year. Cause guess what, Pam, they are already doing that with the insurance companies who are beating them up with the corporate benefits companies that are beating them up. And and so maybe, I mean, that could be reasons and people are slammed, especially the last year and some change fertility centers are slammed.

And so I could see well, why should we do that? It's like, well, because. Partly the, if, if the need based reason isn't good enough for you, which I hope it would be, but if it isn't because of what Pam just said, you're not fighting these claims. It's talking to Baby Quest on the phone and getting a credit card number. 

[00:32:17] Pamela Hirsch: What's interesting is we have, I could actually get it out.

It's a one, what we send the doctors or what's the doctors have to fill out when somebody applies, they print our application. The website, they fill out the 15 pages of financial information and education and profession and insurance cards and insurance information and all that. And then they have three pages they take to the doctor.

Two of those pages are medical four pages, I'm sorry, assigned HIPAA form, authorizing us to be able to see the medical information. Two pages of. Height weight BMI. How many miscarriages, how many, what's your egg count? What's your AMH levels of semen analysis? That kind of stuff. And the recommendation from the doctor, what procedure do you recommend that the patient do?

And the last page? Is a letter that says to the doctors we're going to, if this big and it's in bold, if this patient is selected by Baby Quest to receive a grant, will you match our grant? Give a certain amount, give a dis count of a certain percentage, or are you unable to give a discount. And that business manager checks that were unable to give a discount so fast.

And a lot of times they'll make up an excuse. Oh, our prices are already low. Obviously they're not low enough that this person was going to be able to afford it without a grant. So that's and we reiterate. And the last paragraph, this discount, the you're allowing the patient to have is only applicable. If this person is selected for Baby Quest, if this person is not selected by us, it's your decision.

You don't have to give them. A hundred dollars off or $500 off for a thousand. You know, it's only if they're selected, but it's really easy to put that check mark there. And these are people who have spent this has happened 15, 20, $30,000 at a clinic and have had no results. And they're asking for a discount of.

A thousand dollars, $500, you know, and it's almost a crime to me that, 

[00:34:46] Griffin Jones: yeah, in an instance like that, it would be much better, especially if they've already. I spent a lot of money without success. And the fact that you're, you're not asking for one, some allows some discretion because frankly there are some centers that are a lot more expensive than others.

And some, there are a few out there that have really done everything to be economical. We've had some of those folks on the podcast and and they almost have like a different model, but. It allows them to have the discretion and say, well, you know, even if it's pretty cheap, it's like, especially if they've already been with us a couple of times, could we knock a couple hundred bucks off?

And if we are on the more expensive side, then maybe you do, maybe you do knock some more off. And that's where you would. One thing that as I'm thinking about this, Pam is I've advised people not to really be so much in the middle on pricing, strictly from a positioning, standpoint not an access to care standpoint.

If it's an access to care standpoint, It's entirely within the heart of the physician, but I still would recommend perhaps channeling that difference to something like this. And here's what I mean by positioning that the, the low cost IVF, the affordable IVF model draws people based on that, but the middle of the road doesn't.

And so in the middle of the road on pricing, very often, you're just you're just sacrificing your own margins and you're not elevated in, in the eyes of the patient, but if you feel like, well, I, I want more people to access care. This is something else you could do if you didn't want to take the middle of the road on, on the position, but you are still feeling saintly.

And do you want more people to have access to care? You could be applying that. The wins that you're having in the margins or the safety that you have in the margins there to discounts like this? 

[00:36:45] Pamela Hirsch: Well, I won't say that it is across the board bad. I mean, our board members, our own doctors who are on the board have generously when, and we don't want to overload them.

We, we never would send more than one person. I would say a year two at the most. To the same clinic, because we're not saying, oh, you have to be our clinic. And we're going to send you a ton of, of patients because we don't want to overload somebody who is giving us a discount. Who's generous enough to be doing that.

But on the other hand, some patients, it's hard to understand that. If, if this is a really great person who really needs the, the IVF and has a great chance for success, and this person is not going to be able to proceed with treatment. Wouldn't the clinic be? Happy to give a thousand dollars off and say, oh, we get a patient versus the patient is not going to be able to afford it.

If, if they don't get a grant. Yeah. 

[00:37:51] Griffin Jones: Well, well, some of them might, what if some of them want you to slam them with a with a couple of cycles? I'm thinking most probably wouldn't with how busy they are right now. But I think in. There was one market that we did. Two groups. We, we evaluated two groups this year in the same market.

It's a very competitive. Well, top 20 market growing. And that's an area where you've got really large competitors. And especially if you feel like, well, maybe we're not converting as many people we should be. Maybe this is an angle for us, right. 

[00:38:26] Pamela Hirsch: That's right. Yeah. It's just, as I say, you know, it's very disheartening to open the application.

Find a great application. Somebody who's really put the work into the application, poured their heart into their fertility journey and to see that. That there's no cooperation. And that does not mean that we won't give them a grant and people will say, well, does it mean if, if our doctor is not willing to give us a discount, does that really disqualify us from getting a grant?

Well, obviously it means, it means we have to pay a little bit more for their procedure, but it does not disqualify. Sure. We'd love everybody to be able to get a discount from their doctor, but it's not going to happen. And we're not going to disqualify somebody because we need to give an extra $2,000 in a grant because the doctor won't won't do that.

But then again, if a clinic will give a 20% discount, which usually comes up to about 2000 on the phase that, I mean, we understand clinics, can't give a discount or cannot. Promise a discount on the anesthesia, which isn't that expensive, but they can't promise that because that's out of their control and independent, some clinics can't discount.

The facility fee. They don't have their own facility, but those clinics where they do have their own facility. And we ask if they can just count the physician and the facility fee or the physician and the lab fee, if they only. Their own lab and that if it comes up to a $2,000 discount for a patient, it's fantastic.

It really helps everybody. 

[00:40:07] Griffin Jones: Well, I hope you get a few more discounts between now and next year. Maybe, maybe someone's listening. That would be a good fit for a board member, maybe a couple donors, Pam Hirsch. Thank you so much for coming on Inside Reproductive Health.

[00:40:23] Pamela Hirsch: Thank you for having. I appreciate it.

 


116: Transition Your Sales Efforts into Marketing

In this episode, Griffin expands on his past two articles about selling to fertility centers and differentiating your company. There is a right way and a wrong way, and he almost fell into the trap of doing it the wrong way. Along with telling his story in this episode, he expounds on the 7 challenges that face sales organizations today including fewer qualified prospects, limited time and access, more gatekeepers, detached point of sale, high regulation, short sales window, and paradoxically,  long sales cycle.

Listen to the full episode to hear: 

  • 7 challenges of sales

  • How some companies overspend on brand awareness

  • Proper positioning in the market

  • The transition from a sales mindset to a marketing mindset

To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com


Transcript

Griffin Jones: Hi friends, on this episode of Inside Reproductive Health. I talk about the diminishing returns of fertility business marketing, and why fertility businesses are positioned as commodities in the eyes of practice owners and the execs who buy from them in the fertility field. What I tried to make different or go into more detail in the episode than I did in the written content, and I talk more about why, I think conference parties are so dangerous, I talk more about how fertility bridge directs our own sales process. And one thing that I didn't talk about in the body of the episode, Think I wanna use for the intro here is why I've doubled down on this point of view of shifting from the sales process to the marketing process.

Because every time I skip this step and try to do the things that I should be doing in positioning in the sale, I regret it. And the most recent example was at the end of 2020, because we were off from COVID. We weren't at ASRM. We weren't an MRS and PCRS and CFAS that I was just. Impatient. And even though Fertility Bridge's revenue was still going up and profit was still going up and client numbers were still going up.

I wanted to be where I wanted to be, that where I probably would've gotten, if I just had the help of some of those other things that were going on. So I decided to go on a sales blitz at the end of 2020. That was not entirely fruitless, but overall not net beneficial and not in service. To the value position that we really aspire to have.

So where I aspire to constantly develop expertise and constantly craft the points of view and put those out there to the field so that some of you hire us at least some of the time that is where. We get our value and our, how we're viewed in the eyes of you and our prospects goes up from that. And then here I am at the end of 2020 calling people, Hey, you want to do a goal diagnostic and running a sequence where we're emailing every couple of weeks and calling every couple weeks.

And again, it wasn't entirely fruitless. Some business did come from it, but it was not in service. To our brand and why it's like why that would just for eight months, because I was impatient of where we are now eight months ago, and I knew that we would be there within six months to a year, but I was captain Ahab on a whale.

And I know for some of you, it's not just being in that position. It's, you've got higher ups to report to, you've got shareholders to report to. The principle still is the same for having a little bit more of a long-term game. And then how that speeds things up later on. So those mistakes that I feel like I made, I just never want to go back to that.

There's a time where you have to do that in your career. And that should be like at the beginning or the very beginning of your company. I get it. Some people have to make the calls. They gotta they got to get any engagements where people are treating them like a vendor and they have to work their way up to either build the portfolio or everything else that's necessary for building a really good company, but it should be aspirational for most of us to get past that.

It's certainly aspirational for me. I really believe in hope that I'm past that part. There's no financial reason. For fertility bridge to do that and where we've seen the best growth where people treat us the best, where we get the best clients from that are both the most profitable that our team enjoys working on that is the highest value to the clients is when we take our time to really build out our points of view, build that into a content system, build that into a marketing system that segues into.

Genuine sales conversations, where the parameters are set by us. That level of detail, I did not go into the article, but you should know that. That's why I, that's why we did this. And so on with the show. And I really hope you enjoy it. Let's talk about selling to fertility centers, selling when fertility doctors, fertility, practice owners, and a couple of executives are the key decision-makers. Cause that's easy. Isn't it? I put two articles together. You may have read each of these articles. So I am going to give you a little bit more nuance in the podcast form.

And then in the email write-up, I will try to include. Different or new in the podcast. Some people like reading, some people like the podcast and some people like both so that, know, if you want to listen to read a different time, sometimes there's going to be more or less information in each one, even when we cover the same topic.

So the first topic I want to talk about is the challenges that fertility centers are facing. Excuse me, the businesses that call on fertility centers are facing, and then. Why the shift in sales and marketing has relegated them to vendor status they're related, but I'm going to start with seven main challenges at least that I can identify.

Why is it so damn hard to call on fertility centers? Some of these are new and some of these have probably been for as long as the field has existed, but the first is fewer qualified prospects. That's newer limited time and access more gatekeepers long sales cycle. Short sales window, paradoxically detached point of sale, and high regulation.

These are the seven challenges that I can see. So the first when I'm talking about fewer prospects it's cause I'm talking about consolidation. Stat news says that there are twice as many private equity affiliations made from 2017 to 2019. So if we think of that means. Major customer growth for some people that have the right deals.

And then for others, that means fewer customers. I know some groups that they can't make the decisions for their own group anymore. When it comes down to buying office supplies, when it comes to buying lab equipment. Which PGT provider they use. And so for some people, that's going to mean a lot more prospects. And for some people it's going to mean a lot fewer prospects because those groups have been consolidated.

Second challenge that we're facing is limited time and access. This has always been the case, but as. The field grows and the industry side of the field grows. I'm using that word deliberately because the commercial realm of the field is growing much faster than just the clinical part. And so as that happens, We're seeing more people call on the same people in the bottleneck.

And I've had Dr. Paco Arredondo on the show. I've had Dr. Andrew Meikle on the show. They have different views on the definition of entrepreneurship. I tend to agree with Dr. Meikle we'll link, both of those episodes in the podcast, but dammit, Paco. The more I think about it, the more. I just want to argue with Paco on this.

So, and Dr. Arredondo finishes Medical Preneur. He is going to come back on the show. We're going get you some free advertising to, for medical-preneur, Dr. Arredondo. I will read the whole book first. I will go through it with a highlighter and we'll talk about the exact parts where we agree and disagree.

The point is that there's a lot of people still in the owner's seat, the visionary seat for their company that are in so many different seats in sales and marketing, finance, and operations, and the seats underneath them, that it makes it even harder to call on those folks. They have not really delegated those responsibilities.

They've delegated some of the tasks, but very often not the decision-making. And that means there are more gatekeepers. This is a challenge. Number three more gatekeepers. We often think of gatekeepers just as somebody who's a receptionist who is the gatekeeper to the actual communication, like has the executives email or calendar?

That's only one fraction of who a gatekeeper is. It's much more useful to think of gatekeepers in these terms. And I think that I came up with this definition. If I didn't, you can find it someplace on the internet. Tell me why I'm a liar. But I think that I came up with this one. A gatekeeper is anyone who cannot say yes, they can only say no.

Long sales cycle. That's our fourth challenge that we're having is that sometimes it takes months for you to be able to call on somebody in order to even get that first meeting. And then to between the first meeting, when they're actually ready to purchase, they've got construction delays. They break up with their partner, they get consolidated, the recruiting, somebody.

Sometimes they wait for the pain to hurt worse, and it usually takes a long time to get in the door, get all the stakeholders. For the first meeting for the follow-up meeting, get the, yes, get the signature, finally get the payment. And so because of that really long sales cycle, the next one might seem paradoxical, but you think of the two as ying and yang challenge.

Number four is long sales cycle challenge. Number five is a short sales window because you've got your long sale. Your long sales cycle. You've got a short sales window because it's always hurry up and wait. It's like, when's the next fish going to be around to get on the line. So it's hurry up and wait until it's hurry up.

Again, the practice might just be opening up right now. They might not need another office for a couple years. They might not need another lab. This is, might be really big equipment that they only buy for a couple years or even decades. And maybe they just got out of a network affiliation or got rid of their EMR and hope.

God willing. They'll never have to do that again. The short sales window is the ying to the long sales cycles yang. Yeah. Challenge number six, that we've got a detached point of sale. And that sucks because in most areas of commerce today, that we're used to, as consumers, we have an attach point of sale.

I can get a handyman directly to my house. Now I can get somebody to pick me up and take me to the airport. I can book all of the arrangements for my honeymoon, with the click of a button. And it's only in a segment of. Business to business sales, where we still really don't have that. You don't buy an IVF club IVF lab at the click of a button, and that makes attribution hard.

There's not a single point of sale. And that makes some marketing efforts really difficult when you want a single source attribution. And in many cases, you're just not going to get it. There's many different ways that people are choosing you. They're coming in at different points of the sales cycle and there's various decision makers. 

All of this is compounded by high regulation, and I'm not saying that's a good or a bad thing, but there are some segments of the fertility industry that the disclaimers have to be longer than the content there's limits to the interactions. They can do the joint ventures, the messaging they can do with physicians, practice owners.

And that difficulty might be obvious, but that challenge compounds how we move from. Where we are now in the sales process to where we need to be in the sales and marketing process. So I'm going to talk about that exact shift right now. So we've got these seven challenges that are really messing us up with sales.

How do we blunt some of that? And the answer has to do with moving from a lot of our efforts that are currently in sales. Towards marketing. The example that I started the other article with was who pays for dinner, because this was something that my account manager who had worked on the industry side again in air quotes of the field for a number of years, was really surprised by it.

When we go out with our clients virtually without fail, they want to pay for dinner. I like paying for dinner. I like paying for drinks to sometimes I pick up the tab, but I really like that they want to do that because it shows to me how they view the relationship. And this was not the case a couple of years ago.

And I see so frequently in our field, you're practically a vending machine. I see sometimes docs inviting their friends and it's like, oh, let's all go out to dinner on this person's bill. And sometimes it's like, it's, that's just because that's their relationship. And, but even then there still is that expectation.

And I don't like being so lopsided on that side of the value balance. So how is it that a tiny little firm like mine that had no money? Remember I came into this field in 20 14, 20 15, moved back to the United States. Virtually no money, never got any VC money, never got any, you know, like money from mommy or daddy or a commercial loan.

And also I'm not from the medical field. I don't have a clinical background. So how is it that we've been able to totally. I wouldn't say totally. I would say largely been able to move the sales process to the way that we can most help people and not acquiesce to people's unreasonable terms and do it in an efficient way where I don't have to hire an entire sales team.

I don't think that everybody in this field looks to us as the golden advisors yet, but I think I've got a lot of strong cases to make that we are moving in that direction. And our billing shows it, our client engagements show it, the people that are reaching out to us show it. And that's because we have moved more of what's in the traditionally in the sales funnel to the.

Marketing part of the funnel. If you go to the Fertility Bridge website, Google fertility, businesses as commodities, you're going to see an illustration that's by Steve Patrese that I credit on the site where you can see the marketing and sales funnel, and you can see what used to be just marketing.

What used to be just sales and how that's inversed over the last decade or so it's because. Reps. And sometimes entire companies are positioned as vendors and practice owners because they're doing too much in, in the sales and too little in marketing. The result of being over invested in the awareness stage and undifferentiated in the sale is if you're not, if you're not following this concept, there's a couple, there's two different examples that I'll give you.

One is massive industry sponsored parties that happen at our conferences. That is an over-investment in brand awareness or often an over-investment in brand awareness and expensive dinner bills and overpriced field reps, often a symptom of being undifferentiated in the sale. Don't get so mad at me.

I'm not saying that these are categorical mistakes. I will go to your events by the way, as long as we're back on this year, I'm there. You'll see me. What I'm saying is that they can be a tremendous competitive advantage when they're strategically sound. But even when they're strategically sound, I still have a couple of concerns about each.

I think it's worth saying this again, because it's probably like the ninth that I've said this on the podcast conference parties need to be careful in their positioning in of themselves guys, because they are a major PR liability. If not illegal liability, we work in fricking women's health.

And sometimes at these parties, I see behavior that I I'll say like, no, man, like don't do that, but I can't speak for other people because maybe both people are engaging, but I would not let someone. Talk to my employees like that, or do stuff like that in front of my employees, especially my female employees.

And that sometimes happens at events that are hosted in the field. And all you need is for somebody to put that on Tik TOK or put that on IG Reel whatever replace Periscope and and get picked up by the Huffington post. And now that is associated with your brand, I think that's a real liability.

So if you're going to do parties, Please have some sort of positioning for the parties themselves. Like this is why we're doing the parties. This is what we don't want to happen at our events. I do think they still are a net benefit for the field because they get us together in a way that allows us to build relationships that are really collegial because we're hanging out together.

We're not just in a conference room, going over the docket from the plenary sessions. But I am concerned about what these could do to your brand. So to just be careful. Okay. And be intentional. And let me know if you need some help with regard to the reps, the best ones are worth their weight in crypto.

They are worth hundreds of thousands of dollars a year, but so many of them do nothing. To drive sales too much payroll, too much travel, too much entertainment is wasted because reps are doing the job that you would just want your well-produced content to do. So this is how you position for expertise and value.

If over investment over and under investment in certain stages is what's causing you to be positioned as commodities. The solution is. Flipping the sales and marketing funnel a little bit. So if you go again to Fertility Bridge.com, you can either find it from the articles that will link in this podcast page.

Or if you go to Fertility Bridge.com on the homepage, you'll see a profile for your persona. If you are a business to business fertility company, click on that, you'll find this funnel and you'll see how you can adjust your investment at the different at the different phases I'm telling you right now, it's a mistake to treat the funnel merely as a checklist, you probably do webinars.

You probably do have client testimonials. It might even have a brand video. If they're the same as everyone else's, if they don't fluidly set up the sale, it doesn't matter. What are you listening to right now? Are you listening to the Griff Jones show? Are you listening to Fertility Bridges Podcast? Or are you listening to Inside Reproductive Health?

Why is this little podcast from a D student who came into the field with no money who owns not a big genetics testing company, but a little seven figure client services firm have the biggest following for the business side of the field because we've differentiated. So when I'm talking about differentiated, I got to give another shout out to Dr.

Arredondo because Paco gave me this. Stat a couple of years ago that I've gone back to it's researched by Bain that shows that 80% of companies say they provide a superior experience, but only 8% of customers say. So So I think about this all the darn time, knowing that my stuff will always stink. Hopefully I'll have that attitude until I die and that I will always have the impetus to want to improve it because.

There is huge expectations, inflated expectations, by the way, from customers everywhere, including in the fertility field, in business to business. And there's also inflated egos on our end that we think that we're meeting the regular expectations, much more of these inflated ones. So this gap, 80% of people saying they provide a superior proposition, 8% of customers agreeing with that.

Equals satis allows, provides the formula satisfaction equals per perception, minus expectation. Let me try to say that again. Satisfaction equals perception minus expectations. So we've got this huge expectations we've got huge expectations to begin with. And so using like what we think is that like quality measures as a differentiator is a bad idea.

For that reason because the customer almost never perceives it that way, even when you really are, because everybody else will say the same thing. So if somebody else can say it, it's not a differentiator. Here's a little test for. Take all the marketing agencies in the entire world and ask them how many people are human communicators.

How many people are creative? How many people get results for their clients? How many people really get their clients? Almost everybody would raise their hand. But if you say, how many of you mother-lovers have served more than a dozen fertility companies. It would be me and three or four or five other people raising their hands.

And then you ask how many of you have exclusively sub-specialized in just the fertility field, nothing else. Bridging fertility, marketing and sales together. That's us. Raising our hand. That's what I mean by differentiation. So changing in this way, moving to adapt the shift in the buying behavior is critically important because there's just too many of you all.

And there's too few of the people that we're all counting on and it is a supply and demand game for doctor's attention. And I'm going on this, expanding on this element a little bit more, because I was so surprised at how many doctors and practice owners clicked on those emails and read those articles.

I thought that it was going to be a lot less red and opened email because I thought, well, you know, only part of our list is from the industry side, the docs, the practice owners will be less into it. I don't think so. It was one of the most popular articles that we've written in a long time and a lot of doctors were reading it.

So if doctors and practice owners are listening now and how I'm counseling people to get to your attention is doing things that make it make you want to actually spend. That fractionalized time. And that comes through content. We've put out more than a hundred podcast episodes. We've written dozens and dozens of articles.

And now I'm in a position where I don't get to dictate the sales process, but I do get to very clearly say, this is what it is. And if people really don't like that, then they just don't enter into it because I can't help people. If they don't meet a couple of criteria, I really just can't help them. And it sucks because they'll, you could still get them to buy from you, but then you're an engagement in five months and they're questioning the value or it just doesn't work.

And so I get to qualify. A lot more readily in the sales process, but there's a catch for me being able to do that. The only reason why I'm able to put so many demands on the sales process and the demands that I'm talking about putting on my sales process are I don't talk to people that aren't the principal of the firm.

If they're not the chief executive it's, if it's on the industry side or they're not. Well, the one of the owners, one of the managing partners of the practice, I just don't talk to people in this sales process. And that's not me being a jerk it's I can't really help people if there's not buy-in and alignment from the very top.

I know that I can't help people over the course. A longer period of time. So I vet that very early on. And so that's one of the things that we say in our sales process, like your principals have to be there. You've got to be on video. So the people that are in our sales. Every once in a while they'll be five or 10 minutes late, but they're not 20 minutes late.

They're not rescheduling at the last minute. They're not then expecting us to go over it's they are generally on time, which for very busy doctors is pretty darn good. And they're not calling me from the. Yeah, the 4 0 1 expressway they're calling me while they're sitting at their desk with their team and they're on video and they're face to face.

Another constraint is that our various early engagements are advisory engagements that are paid. I'll talk to somebody for 15 minutes on the phone, if they're the principal and they just need a little bit of assurance or a little bit of clarity, but that's it. It's somebody is either going to show up.

They think that it's valuable enough for them to pay for. And then we go through the process and our engagements are phased in, but the reason why I'm able to do, like, why would somebody, why would any of you pay $1,500 for advisory with us? Why would practice owners pay $600 for just a little bit of advisory with us?

It's because we've already given them that much value in content by the time they're ready for that. They're not questioning it. And so when we've put out a hundred plus podcasts episodes and several dozen blog articles and a 60 page ebook with all of these guest authors, It's to show these people in advance.

This is the way we think here's our thinking in it's unapplied form. If you want it in supplied form applied to your situation, you have to pay. But having all of this content out there allows them to decide, like, I think Griff's a loser that has no idea what he's talking about or. Wow. They have really built these systems.

They've really hired the right people. They've really reiterated this over the years with multiple different clients in multiple different markets. Yeah. I think they're probably worth at least that conversation, at least that initial engagement. And so what I'm encouraging all of you to do just by virtue of what we've done.

These last few years is to start to build this content army through the brand and through the creative messaging that connects all of the dots from marketing to sales and moves a lot of those sales efforts into marketing so that sales can truly just be what sales is, the final relationships and the closing of.

What you have established through the marketing. If you want some help with that, we do that in the goal diagnostic. If you'd like our help taking a look at your funnel, taking a look at what you're doing and just giving you a little bit of advice of how you build that machine. I hope you've enjoyed this episode and we'll do more business to business content in the future.

I promise.

115: Exploring the Role of Obesity in Fertility Medicine with Evan Richardson

Evan Richardson on Inside Reproductive Health.png

Obesity plays an important role in the worlds of many struggling with conception, and in recent years the field of Obesity Medicine has grown substantially. Weight loss makes the fertility journey so much easier while increasing the quality of life for the patient.

Today’s episode features Evan Richardson, CEO and Founder of Form Health, a modern obesity practice that remotely connects their patients to dieticians. He speaks with Griffin Jones about a wide range of topics relating to obesity and fertility, from their complicated connection all the way to the future of subspecialties and medical health as a whole.

You can find the episode anywhere you stream podcasts or at our website.

Today’s Episode Focuses On:

  • The role Of BMI in fertility

  • The importance of medical subspecialties

  • The difficulties behind sustained weight loss

  • The future of subspecialty practices

  • The relationship between obesity medicine and fertility medicine

Social Links:

Evan’s Linkedin: https://www.linkedin.com/in/evrichardson/

Form Health Website: https://www.formhealth.co

FH Facebook: https://www.facebook.com/formhealthofficial

FH Instagram: https://www.facebook.com/formhealthofficial


To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com


Transcript

[00:00:00] Evan Richardson: We're a fully virtual program. So everything happens through an app. Then those patients are talking with us almost every day.

We talked to on average, we talk to our patients every day, and that's just not a sustainable model for a traditional primary care practice.

 

[00:00:55] Griffin Jones: Today on Inside Reproductive Health. I hosted Evan Richardson, who is the CEO and founder of a new tech health startup called FormHealth. Before I get into my show with Evan today, my shoutout goes to doctors, Adam Griffin, and Mike Sullivan from Buffalo IVF, who are the reasons that I got into this field more than seven years ago now, starting from a small rural village in Bolivia for $500 a month, doing organic social media to now something that is unrecognizable to that venture. And so a shout out to those guys. I don't know if they listened to the show, but you have been telling people have been getting the shout outs because you've been texting them.

So if you call on those guys or if you're friends with them. Please text them, let them know that they were in this shout out today show with Evan. I know some people are going to be grumpy with me because they want to come on the show. I've got to be real protective of who I have on the show, because this is the media platform for REI and business people in the field and practice owners.

So I've got to be really careful most of the time, I don't let industry, side folks on, although sponsorship is a different option available, but I thought it was important to talk about the ways that tech can help us. If not triaged patients, at least help you treat the patients that you need to be treating, doing the things that you need and want to be doing.

And then letting more efficient solutions help with that, which you don't. So if I sound incredulous in this interview with Evan, just because I was trying to be a good steward of how you might be combing through their value proposition. I'm not a clinician. I did my best. So you can take a listen to this show with Evan.

He's been in the tech space for a while. The health tech space for awhile. He was an early employee at Castlight health. He's a member of the board of directors of bicycle health. He was part of the founding management team at grand rounds, which is also a telemedical concierge. And so he is now in this VC startup world very much.

And I hope you enjoy the show.

 Mr. Richardson, Evan. Welcome to Inside Reproductive Health. 

[00:03:25] Evan Richardson: Very happy to be here. Thanks for thanks for making time here. 

[00:03:28] Griffin Jones: I've got to tell you that I'm a little bit not looking forward to when this episode comes out for a reason that we've gotten, I've gotten very protective of the audience of this show in the last couple years, because now we're sort of the only media outlet for the business side of fertility, which has a lot of people asking me like, hey, can I come on the show?

Can I pitch this, or can we talk about this topic? And now, like, I also want to get to the point where we're in sponsorship mode. Didn't think that was the realm that you were in, but I just know that people that have asked me to come on are going to be like, what the heck why'd you let that guy on you didn't let us, I do have an explanation, but I, and I want to go back into the I want to start backwards a little bit before.

We'd talk about what form health is, but if we could start. Why fertility, what is the relationship to fertility? Then I'll get my answer and then we'll work back and then forth again. 

[00:04:29] Evan Richardson: That makes, that makes a lot of sense. So I feel like that, to answer that question, I can tell a little bit about form, which is that we are a concierge telemedical weight loss services.

So we work within the realm of medical support. We are we are a medical practice. We treat patients and we work with those individuals to meet their broader healthcare goals within the context of helping them to lose weight. And it turns out that weight loss can be really important for fertility for a number of reasons for a number of practices folks have a BMI cutoff and patients would come in above that cutoff can't receive certain services because risks because risks around sedation for other folks, there's a, you know, a real demand for surrogates. Sometimes the surrogates don't meet a BMI threshold that's required.

And then for the broad population you know, risks around risks around becoming pregnant and then carrying a child to term all go up as BMI goes up from from the sort of obesity level, which is a BMI of 30. We've worked with fertility practices now for for quite awhile to help them to bring patients into the realm of being treatable from a fertility perspective, BMI down below any sort of hard ceilings, they may have to increase. The number of surrogates that they have available. And then also just to improve sort of all of the outcomes related to fertility all by helping their patients reduce their body mass index. And it turns out that, you know, the relation between the relationship between fertility.

And BMI is fairly clear, right? All risks to becoming pregnant or to carrying a child would turn to come down as a patient brings their BMI back towards the sort of clinically normal threshold below a BMI of 30. And that's really where we help. That's where we work with fertility providers to help, to improve not all of their outcomes and broaden the base of patients and surrogates they can work 

with.

[00:06:29] Griffin Jones: What other subspecialties of healthcare, if any, are you working with? 

[00:06:34] Evan Richardson: Yeah, well, so that's a really great question. The answer is is all so, you know, we work with primary care providers. , we work with folks in the orthopedic space and then, you know, kind of everybody else, I would say those are the big the big four with fertility kind of leading the way for the sub-specialties that we work with today.

But we do have referring providers that come from, you know, the broad. Medical subspecialties, because there really is no area of care that at wherein outcomes and patient outcomes are not improved by helping those individuals with a BMI over 30, to bring that BMI down below the obesity. 

[00:07:15] Griffin Jones: Well, I don't really give a crap about those other subspecialties, but what I am interested is a little bit more on how you partner with clinics, but the reason why I was okay with having you on the show is because there a tremendous bottleneck in fertility right now there's simply more patient demand than there are providers to be able to treat them.

And we need other means to help. I dunno if triaged is the right word, but to help with some of the treatment that doesn't need to be going on at a fertility specialist so that the fertility specialist can do what only the fertility specialists can do. And so talk a little bit, but I also brought John because it didn't seem like, you know, you were necessarily.

That you had like this really, oh, I don't know deep monetized partnership with fertility centers. Maybe I'm wrong. How do you partner with fertility center? Yeah. 

[00:08:12] Evan Richardson: So great question. Yeah. And I think, look, you're right. The challenge for fertility centers in a lot of cases is how to be as efficient as possible at delivering the care that they deliver to as many patients possible.

When you have somebody coming in, who doesn't meet one of your sort of basic requirements around care. That's a challenge to you know, to sort of work with that person, especially over a period of time. If they continue to not sort of be within that BMI limited require. What we do in partnering with fertility centers is we try to work as closely as possible with them in support of the patient's goal of fertility.

That means that we try to make the burden. In terms of getting patients to us as light as possible for those referring fertility clinics. And then we try to make sure that when that patient is ready to come back we make that process of coming back to the fertility center as easy as possible. So I would broadly kind of group our partnership into two kinds of patients.

The first one is patients whose BMI precludes them from one kind of treatment or another. So we'll hear frequently that, you know, a center has a BMI cutoff of 35 or 40 or so around IVF as a broad category. And the reasons for that, I have a lot to do risks from sedation and risk of airway collapse.

It's certain a higher BMI and the threshold depends a lot on the facilities that are available and just the, the policies that practitioners are put in place for those patients who have who have a BMI that precludes them from receiving care. We partner with the facility.

Take that patient understand their fertility goals, understand the fertility path forward for them understand the weight target that they need to achieve in order to receive in order to receive fertility treatment and work with that patient over the course of weeks and months, independent from the fertility practice.

And about the only thing that happens during that process is we update the fertility center on a regular basis and that. Frequency depends really on the fertility centers preference for those updates. Usually it's about once a month, we give them an update on sort of the patients that we're working with for them.

And then when that patient hits that BMI threshold, we then with the right amount of notice, cause then in many cases, you know, it takes you know, four to six weeks to get an appointment with a treating provider. We'll say to those patients who were ready, Hey, you hit your threshold or you're about to hit that threshold.

You're ready to go back. Let's get you set up with that care. We a ll work with the fertility, the referring fertility practice to make sure that person who previously was just not eligible for care and previously could not have received treatment. Now it gets back into their practice in a pretty seamless way.

And, and is able to get care. Typically we continue to work with those patients because now they're in the second category of care, which is patients who are eligible for fertility services, but who would but, and who are already sort of receiving those, but who would like to continue to lose weight.

And for those folks, typically we are treating alongside the referring provider. And again, you know, we make that pretty, pretty seamless to the referring provider. There is no change. 

[00:11:25] Griffin Jones: Referring provider in this case, being the REI? 

[00:11:28] Evan Richardson: That's correct. Right. Isn't the fertility is the fertility specialist. It's pretty seamless to their fertility specialists.

They don't have to do anything to change their path of treatment because is actively losing weight. We always are making sure that we're up to date on the path of treatment forward patient, and that we're practicing in line with those care needs. And the patient often, you know, continues to lose a meaningful amount of weight as they go through treatment.

We will stick with those patients oftentimes through pregnancy and then afterwards continue to help them to lose weight when it's appropriate to lose weight again, which of course it's not appropriate during break. 

[00:11:58] Griffin Jones: So while we're on the topic of referring providers. When we say referring providers, we typically talk about OB GYN, sometimes PCPs.

And one thing that I've heard from REIs for as long as I've been in the field is there's often a trepidation of disrupting their referral patterns. They don't want to they don't wanna, they don't want OB-GYNs to perceive that they're taking their patients who have always send them. So that they'll keep getting referrals.

Some, there's probably some threads of this concern that are valid often. I think it's probably not valid. OB-GYNs are just as busy if not busier than REIs. And so our PCPs and very often we're talking about low margin insurance patients which is why I'm interested in exploring this telehealth idea, but I can hear a couple people, a couple REI's in the back of my head saying, well, why would we refer these patients out to a platform like this and piss off the, you know, the, when we could be sending them back to their PCP? Sure. That's a 

[00:13:04] Evan Richardson: great question. Look, I think, you know, For some patients the PCP is a perfectly appropriate place to treat their obesity.

And in many cases, the PCP has already been a part of the discussion, right? So most patients that have obesity are counseled by their PCP, that they should be losing weight. They'll ask that BCP, hey, what should I do? And that BCP will have sort of, you know, taken them through their, their frontline treatment.

I think the reality is. In the vast majority of cases, those that mode of treatment doesn't work. And so just like we work with BCPS and, you know, different side of our business, we work with PCPs is the referring provider, as opposed to fertility as the referring provider. And we do that because the PCP say, all right, I understand that there is this new area of medicine called obesity medicine and that's our subspecialty. That's a specialty in which form health practices, our physicians, our obesity medicines board, they have they typically come from an endocrinology or primary care background, but they've all passed their ABOM. The American board obesity medicine boards.

And they just have a, just like, you know, , cardiologist has advanced experience within their area of specialty. Our physicians have advanced experience for these harder cases in the field of obesity. So while an REI might say, gee, why wouldn't I just send this back to the PCP?

Who by the way, sent me the patient the first place. I think the, the short answer is. Oftentimes those PCPs have already done the work that they're able to do and haven't gotten effective results. And in many cases, when it comes to actively treating these patients for for obesity many PCPs don't feel that they're sort of the right set of folks to deliver that care, which is why we work them as referrals as well.

[00:14:44] Griffin Jones: What evidence supports your idea that the treatment is very often unsuccessful. Obesity treatment is very often unsuccessful with the primary care. 

[00:14:54] Evan Richardson: Well, so, I think the biggest piece of evidence would simply be the continued upward climb of the rates of obesity in the United States.

Even though everybody's PCP who has a BMI over 30, we'll sit them down. You really need to change? 

[00:15:10] Griffin Jones: What are we talking? Numbers wise. And I know that you probably have this like memorize for VCs. So like numbers wise, what are we talking about obesity and that you're 

[00:15:20] Evan Richardson: discussing today, the obesity rate for adults in the U S as close to 45%.

And it depends on what what statistic you want to look at. There's a few, they're not suggesting. The pandemic and the folks that being home there've been some pretty substantial increases in that number, but, you know, here, as recently as 1982, the rates in the us were 10%, right?

This is a this is a health challenge that up until January of 2020, along with opioids was, you know, one of the two major problems at the US phase. And I think, you know, we haven't seen sort of any change there that is despite a lot of healthcare focus in the area and a lot of counseling from BCPS.

I think the challenges that for for many doctors you know, that there is a there's a sense of, Hey, know, what to deliver the right care for obesity medicine to deliver, you know, the right kind of accurate around weight loss. We need to have a very active set of interactions with a patient.

Perform health, for example, meets with our patients once a month with their physician twice a month with a dietician so they're seeing somebody from form health almost every week, and then we're a fully virtual program. So everything happens through an app. Then those patients are talking with us almost every day.

We talked to on average, we talk to our patients every day, and that's just not a sustainable model for a traditional primary care practice. In addition to that for some patients, and then there's an asterisk here because for patients who are maybe pregnant or working to get pregnant, many of the medications in the space, aren't always appropriate.

But for many physicians there's a world of medications that are helpful to. And they're not comfortable in prescribing those for a variety of reasons that have to do with training and history and all this stuff. And so, that's why you know, a lot of physicians today are excited to refer out to specialty focused obesity medicine.

[00:17:13] Griffin Jones: What kind of results are you seeing now? And if you're still in forecast mode, how will you be measuring the results? 

[00:17:19] Evan Richardson: Yeah, that's a great question. So, so, you know, we've seen results that are best in class for obesity clinics. You know, we have our specialty, as I mentioned is obesity medicine.

And so there's a fair amount of research that looks at. The rate at which folks are able to lose weight, you know, for us patients that are doing great can lose up to 25% of their body weight over the course of six months those are the results that we have seen. So very very substantial weight loss.

Typically a patient is losing about a pound a week and, you know, for some patients they'll stop and they'll say, hold on a pound a week. You know, I shouldn't, I be able to lose it faster with a medically engaged program. And the answer is. No, and you're losing weight much faster than that then it's not sustainable weight loss, and you're much more likely to stop.

And you're much more likely to see rebound after that. And so lots of studies today show that you know, about a pound a week is sort of the upper threshold for how fast somebody it's a little, it's a little faster than that when you start weight models. But the sustain rate is about a pound a week and we see that.

And I think the thing that's really important for our field is how long does somebody stay in. This kind of program. So for a lot of more traditional weight loss either self guided or guided through a program, like a weight Watchers, et cetera, people retain on those programs for a very short period of time.

Right? We're talking 20 days, right? 22, 23 days, and sort of average retention there. And if anybody's tried it themselves, you've probably had a similar experience. The first two weeks you're really motivated. Third week you started adding up. I want to keep doing this. By the end of the third, we get a couple of reasons not doing he.

Didn't what we see is that about 75% of our patients are still with us at 6, 7, 8 months. That's a lot. Right. And when somebody sticks around with you for that time, you're really able to help them make material changes in their life, lifestyle, and health. And you're really able to see those folks go from you know, from a very high BMI down to something that's more you know, more clinically help them.

[00:19:10] Griffin Jones: Have you done any abstracts yet? 

[00:19:11] Evan Richardson: We've done a couple of posters. We did a poster at the at the obesity society here last year. And we did one at ASPM, American Society of Pediatric Surgeons here this year.

[00:19:22] Griffin Jones: Summarize a couple of those findings for us. 

[00:19:25] Evan Richardson: Yeah. I think, you know, in line with what we just talked through.

So, you know, typically patients are losing about a pound, right? and that we see that retention that is, you know, very substantial during the forecast period, I think, you know, the results that we're the most proud of you know, are actually coming out of some of our work with fertility centers where, you know, we had just this month two patients who became pregnant who had been having, you know, real challenges or.

Eligible to be getting fertility services because of their weight. And after working with form, went back to their REI and are now working on building a family. So that's the kind of thing that we get really charged up about. 

[00:20:02] Griffin Jones: That's what the audience gets charged up about too. A pound a week and a longer enrollment in the program for the intervention.

What compared to baseline, I guess, what is the average intervention yield? 

[00:20:22] Evan Richardson: The average intervention, self-guided intervention doesn't yield anything. And so I think that's a really important thing to think about. So, you know, the alternative to referring to obesity medicine provider is the tele patient, hey, you know, you should maybe join a weight watchers. You should you know, you should work on this yourself self guided interventions because they don't last long. Don't tend to show great results, you know, weight watchers and others have some good clinical studies where they will show that their population is able to lose weight.

But the live reality of somebody on Weight Watchers is very different from a lot of those studies. And the reality is most patients don't stick around on those studies for very long. And so, I would suggest to folks that are listening to think about their patient population and think about those people who they've said, Hey, you know, if you want to have better outcomes on agent lose and weight and think about sort of what percentage of those folks were actually able to achieve that weight loss in our experience and, you know, sort of more broadly looking at the broader population data, it's very unusual for someone to be able to under sort of self-guidance or under.

A purely behavioral program to lose a significant amount of weight. We're not talking about 10 pounds, you know, but lose 30 plus pounds. And keep that off that's fairly rare. 

[00:21:32] Griffin Jones: Yeah. Well that was going to ask how do you stratify that a little bit more? Because I imagine some people will say, well, these programs work excellently?

And so to say like self intervention doesn't work, it could be, right, but how do you, what are some of the parameters that, show us that's true? 

[00:21:53] Evan Richardson: Yeah. So I think, you know, one of the biggest one is just the overall gain in BMI, across population. And again, that's been, you know, that the rate of obesity has been taking up you know, very substantially over the course of the last decades was really no pause right there, there is not a year in the last in the last 20 where the obesity rate in the country in the U S has gone down and that's generally the case globally. And so, you know, I think that again, if a person is not able to stay on a plan for more than a handful of weeks, they will not be able to achieve results. You know, you can think about a weight gain, typically takes a while. So for many patients, they're, you know, gaining a, you know, a couple of pounds a year on.

And they may have a year or two when they gained a substantial amount of weight. But if you asked them kind of, what was the trajectory of your weight gain over time? Typically it's, you know, it's a couple of pounds a year and just like weight gain can take a while. You know, that weight loss often can take awhile, even when it's medically assisted, right?

The fastest that you can go is about an hour a week. And so, for a lot of patients, what they find is, you know, gosh, if you're staying on that program for 14 days or 20 days, that might be fine. If you want to lose five pounds to go to the beach or for an event or something like. But when you're talking about sustained weight loss, most patients, the vast majority of patients benefit from that intervention. 

 

[00:25:38] Griffin Jones: How does the formhealth get paid? Is there a partnership from the fertility? Is there a referring fee?

[00:25:46] Evan Richardson: It's a great question. And the answer is no. So no cost to the referring provider and, you know, we look at this partnership as working to help the we're gonna help the individuals, our mutual patient to achieve their broader health goals in the context of fertility, the number one goal at the top of the list is I want to have a baby. And that's the goal that we are working towards together, but just like the fertility, especially just like the REI is not is not paying and is not able to pay. their referring provider. Fee to the provider who refers patients to form.

And you know, we think of this in terms of, you know, what value can we provide to that provider? So that's why we are keeping them updated in an effective and pretty efficient way for their time in terms of how these patients are working. That's why we're making sure that we're treating inline with that provider sort of needs for that patient when we work with them.

And really at the end of the day, this is just about us helping these patients. Together to achieve that fertility goal. 

[00:26:42] Griffin Jones: So is it a monthly subscription from 

[00:26:46] Evan Richardson: the great question? How do we get paid for? So, so, so there's two parts to how how our economics work. We are a we are a reimbursed.

Service. So when a patient sees their physician that service is submitted to their insurance, just like any other physician interaction would be. And then and then that sort of adjudicated through their insurance coverage, et cetera any cost to the patient for labs, any costs, the patients for medication all of that sort of runs through the insurance just like it would for any other medical interaction. And then in addition to that, we have a monthly fee that's $99. And that really covers the cost of the dieticians that patient works with. So there's two parts to that team. One is the physician two is the dietician. And so those dietetic services are covered by the $99 a month fee, which is paid for by the patient.

[00:27:34] Griffin Jones: I want to talk a little bit about the insurance and telemedicine, and that will make this tangent make sense because in February, 2020, I was at a small fertility conference. Very cool. Intimate fertility conference in Colorado. And we were starting to talk about this novel virus that was developing in the east, but.

[00:27:56] Evan Richardson: I haven't heard of it. 

[00:27:57] Griffin Jones: When people didn't really know what was going to happen yet so this is like the first week of February. And at that conference separately. We were also talking about the future of telemedicine, but also kind of how it was a pain in the neck because if you practiced it, if you hadn't, let's say you're in oh, Erie, Pennsylvania, and you're seeing patients.

Just across the border in New York state that you would have to have a law in some states. I don't know if this is true for Pennsylvania, New York, but at least in some states you'd have to have a license to practice in multiple states and. 

[00:28:28] Evan Richardson: That's the case in the majority of states. 

[00:28:30] Griffin Jones: Okay. And so, and then all of a sudden a month later, a lot of these regulations were put on hold and health and human services and office of civil rights I believe is, are the two agencies that that enforce HIPAA. And so they said, you know, you can use zoom, you can use FaceTime, you can use Skype. And so how did that affect or not affect you all at that time? 

[00:28:54] Evan Richardson: Really good question. You know, we have been a purely telemedical business since we got started and so we have been working within the sort of fairly complicated telemedical regulatory regime that exists. And so for us, in some ways, you know, we were already really prepared for everybody to get pretty excited about telemedicine. We didn't change the way that we work with patients.

We already had tools that were HIPAA compliant that were in place. I think some of the benefit to some providers was that, you know, some of the interstate licensing requirements or were waived or otherwise loosened for a period of time. I think, you know, for us that didn't have a big impact either because our providers, you know, were already sort of licensed in these states where they practice, you know, for us as a growing business, our perspective was we never know how long these waivers are going to last.

And they are really important for some of the emergency or near emergency medical treatment that had to happen around around COVID. But we didn't want to build our business on some of those sands that could shift pretty quickly. And so by and large, you know, everything that we did was highly compliant with the pre waiver world of telemedicine. 

[00:30:09] Griffin Jones: Your explanation of how you get paid from patients and from insurance companies and not from centers is part of the reason why I had you on the show. People sell to centers, then they're going to be more likely in that sponsorship category. I know that some other people are still going to say to me, oh, that's me too.

Why can't I come on show? Listen, sometimes I'm in a good mood, keep trying me. And but I am really interested in the idea that we just have to be doing, we have to be getting people to other solutions that are found in tech and do you think that we need to be propagating that for the triage aspect?

One concern that I've seen is, we've seen people come in and there's been a couple of them that thought, oh yeah, they're going to be great. They're going to stick around. And then it's like what? They burnt through that money pretty quickly. I didn't know you could burn through $60 million that quickly, but apparently you can and  VC is a cutthroat world. 

[00:31:07] Evan Richardson: Great parties. 

[00:31:08] Griffin Jones: So what challenges are you on the lookout for? 

[00:31:13] Evan Richardson: Yeah, look, I think, you know, we think that not surprising the world of obesity medicine, the specialty of treating treating folks in BMI north of 30 or in some cases be north of 27 with certain comorbidities. We think that is a big growth area in healthcare broadly today only about 1% of individuals with a BMI north of 30 are receiving medical treatment for their weight.

If you look at any other major medical condition type two diabetes, high blood pressure depression. Typically treatment rates settle out for reimburse services at about two thirds. And and I think, you know, we are entering a world with AMA recognizing here about seven years ago, that obesity was a medical condition with the creation of the American board of obesity medicine in a world where treatment of obesity will be more the norm. It is the exception today. It's absolutely the exception and, and I think, that's part of why, fertility, for example, has been a big growth area for us because patients weight so directly impacts their ability to to, to conceive and to carry a child.

And so I think, you know, we are headed over the next 10 years towards a world where treatment is more than normal, where we start to see treatment rates north of 50. For individuals with a BMI of 30. And that doesn't mean that all those people go to obesity sessions, right? Primary care will start to treat this more frequently, et cetera, et cetera.

But you know, in that world, what we are really looking at over the next 10 years is an incredible period of growth. And I think, you know, for us as a result, some of the biggest areas of concern are really just, you know, how do we grow effectively? How do we support that? In a way that matches with our very high level of standards for the care that our patients receive.

And how do we continue to do that as we scale out larger and across more states. So I think, you know, the the question for folks in our space is you know, as awareness grows, as referrals grow, as practitioners start to say, well, I'd refer out. If I saw high sugars, I'd refer, you know, for treatment, for what looks like it might be, know, a case diabetes.

If I saw high blood pressure, I'd probably refer out for that for treatment as well. I'm seeing somebody coming in with a BMI of 30, that is a medical condition. Of course, I'm going to refer out for that. But then as that becomes more of a norm of thinking, you know, I think the real questions are, you know, how do we as a.

As a specialty of medicine, how do we make sure that we support that growth in a way that's going to be effective and high quality for all of our patients?

[00:33:47] Griffin Jones: So what are some of the obstacles look like? Like you as the visionary of this burgeoning company, when you are thinking that six months to a year, what are the things that you're saying, this is what we're getting over as a company in the next half a year so? 

[00:34:01] Evan Richardson: Yeah, well, look, I think you know, I think supporting demand is always a big challenge as a growing company, right? So, you know what we have seen in working with and working with fertility providers and other physicians more broadly is the impact we've been able to have not really has been positive for their patients and as a result we, you know, we'll often with a as an example with a fertility provider and they'll say, great, I'm going to refer you. The folks that come in and their BMI is over 45. I can't do anything with them unless we bring that BMI down. And within a couple of months, we're seeing everybody with a BMI. 30. And they're actively treating those patients between 30 and 45, but they've seen such great results with the patients that have a very high BMI that may start to say to everybody else along the path, Hey, let me just toss these folks over to form because they know the support is there and they know the results are going to be there.

And this is something that the patients want to achieve along with their fertility. And so I think, you know, for us, we look to growth and we look to making sure that we continue to support those patients in the best darn way that we possibly can. I think, you know, the world of COVID is an interesting challenge for us as well.

Are, as I mentioned, purely tele medical patients never come into an office. That's really comfortable for patients because now they don't have to leave their home. And even as they go back to work, they don't have to leave the office. They can sit in a conference room like I am now and have that conversation with their with their practitioner receive treatment and go on about it per day.

But I think that, you know, we're going to see what changes in people's expectations, you know, w what we've seen across our business is a lot of folks have had some pretty material unplanned weight gain during COVID. And so I think that is you know, an opportunity and a challenge, because there's more folks that need help, but at the same time there's a lot more obstacles in their way that are causing the gateway to.

So I think, you know, there's some challenges from the medical side there's some challenges.

[00:35:51] Griffin Jones: I thought of two more questions that the audience will be grumpy with me. If I let you off the hook, then I've got it right. Then I've got a selfish question for myself that is of zero value to the audience.

And then lastly you can conclude with however you want. So, but I know that some people. There is sometimes a referral paranoia in this. And again I think most of it is unwarranted most of the time because of how busy we all are, but some people may see you've had luck, at least building the beginnings of relationships with a couple of groups.

They see another group on they're like, well, yeah, Person is two miles away from me. If I refer patients to form health, they're going to refer them back to this other group. 

[00:36:35] Evan Richardson: That's interesting. So, so, you know, I think all of these are things that we work really hard to just make sure for our referring physicians, when we receive a referral from a from a physician, you know, we mark that down.

 And we are working with that physician at the very least, keeping them updated on their patient's progress. And then sometimes if that patient's actively receiving treatment, then we'll kind of get the the note from the from the referring provider to make sure that our treatment path is still in line with their path of care for that same patient.

And when it comes time to send that person. We are already queued up with that. with that the referring physician, the one that sent us the patient in the first place, and we just sort of naturally send them right back and we keep we keep pretty good records on that internally, mostly. So that weekends stay in line with that physician's path of treatment.

But this isn't something where, you know somebody sends a patient. And we said, okay, well, who do we like in, you know, in the city of Boston to that referring provider? I do think, you know, we, we do have growing relationships with a number of providers nationwide and you know, we have been excited to support our relationship with those providers.

So, you know, we have a bunch of providers and say, great, know, we, help generate some content with you. We're always happy to, you know, lend or medical experts out to a little bit of content with them. We've got, you know, mutual, a webpage that we stand up. There's the opportunity to do you know, some, some joint work in building sort of practice volume.

And we're always supportive of that you know, I think we want to do whatever we can to help differentiate our practice partners, our referring partners, and help make it clear to patients that, you know, incoming to this specific REI. It's not just, Hey, you're here for one thing and one thing only, but it's a holistic solution that can include weight loss that can include all the things that patient needs to make sure that they can have the best chance possible of fertility 

[00:38:26] Griffin Jones: Hopefully, that's the more superficial concern, the more sincere concern that they will not let me off for letting you off is what are you doing with the data and what are you going to do with the data? 

[00:38:38] Evan Richardson: Good question. What we do with the data now is make sure that we're treating our patients appropriately and effectively.

I don't think that we have any plans around you know, looking at referral patterns or selling that data to other to other, you know, sort of like larger data entities or anything like that. I think, you know, there are opportunities, the things that we are really interested in with that data is publishing and making sure that the ways in which we are working with patients and the centers that we are working with you know, are really able to show the difference between those patients that, you know, that they worked with and help bring the BMI down. Some success rates they had there versus those patients who, for whatever reason were appropriate to referral or what there asking.

So we are actively working on a couple of paths now to start to publish with some of these larger opportunity groups. And if any of your viewers out there want to be part of something like that, where we can really take a look at the impact of of weight management around fertility treatment, you know, that's something where we're looking to add additional practitioners in groups into some of that work that we're doing.

[00:39:38] Griffin Jones: Okay. I think I've poked you to the extent that most of them would I think most has been filled. This is totally just for me. My two favorite influencer docks outside of the fertility field everybody's this is outside of the fertility field. My two favorite influencer docs outside the field are Jason Fung and Peter Attia and for their research and work on longevity.

And specifically with fasting protocols. This is just me. This is just me really curious how much of your protocols involve fasting or is that in your purview at all? 

[00:40:15] Evan Richardson: So not really. And I guess the first, the first thing that I'd put next to that, I think Fung and Attia are often working with folks that have very different health challenges than those people who are dealing with obesity.

Right. You know, to the extent that I've read some of their stuff. And I think they're pretty interesting, but they're really working on folks that are, you know, kind of already, you know, pretty far down the road of hitting all of the basics of helpfulness and are trying to kind of tweak and do a little bit of biohacking and really make sure that they're squeezing the most they can out of their know, out of their lives and their physical bodies.

And I think that's pretty interesting. We certainly do work with patients on multiple different protocols that help them to control calorie intake. And so, know, there's two big pieces of our care one is working with that physician. Two is working with a dietician intermittent fasting is absolutely one of the tools that our dieticians use, not so much for, you know, some of the outcomes that Attia and Fung might be you know, really focused on, but just because there's a lot of data around IF that suggests that for some people it's really helpful with controlling caloric intake. I think we're a little bit more skeptical on data suggesting that your body is burning more calories when you're doing intermittent fasting or that you have sort of increased metabolic activity when you're on IF.

But we absolutely see that it's super effective for a lot of people and helping them to control which helps them to control calorie intake. So given that, the reason I said that it's not really part of our program, this is not a required part. What we do is we try to work pretty pretty carefully with each patient to make sure that the dietetic approach we take with them is built for them.

And for some people IF just as ineffective for other folks. You know, they want to try, they want to try a different kind of restriction and I want to try, you know, meal replacement, or we may believe that's going to be highest impact for them. And so we work within those within those protocols, but there are a number of our patients that do IF and many of them find it to be pretty, pretty impactful, but they apply it and it is applied a little bit differently than what Attia and Fung are typically doing up.

[00:42:22] Griffin Jones: Well, we got to do is get you a show so that you can have those guys on your show and then they can see if they see it the same way. But that's just for me, this audience is mostly REI is mostly execs in the fertility field, a lot of practice owners. So how would you like to conclude with, to that audience Evan?

[00:42:41] Evan Richardson: Yeah, I think, you know, first it's been fun to have the opportunity just to chat with you. I think to those folks that are listening form is a practice that is really built to support your patient's outcome. And we work today with with dozens of practices across the country to help their patients to achieve better fertility outcomes, to achieve more pregnancies and carry more pregnancies to term.

And we strive to do that in a way that has as little friction to their practices as possible. What helps them to work with more patients and deliver better outcomes. And so I think, you know, to the extent that is something that folks are are excited about, and at least in our experience, a lot of practitioners are excited about working with more patients and improving outcomes for all their patients.

We're ready. And, and we'd love to hear from you and you can track us formhealth.co 

[00:43:36] Griffin Jones: I mean, I think this is the trajectory that we need to. At the very least look a lot more into, in the field to help expand text's use of applying the rest of the health treatment that we might not do. And thank you very much for coming on Inside Reproductive Health.

Thank you.

Why Fertility Businesses are Positioned as Commodities

 The shift in buying behavior that has discounted many to vendor status

WHO PAYS FOR DINNER?

Do your fertility clients reach for the bill when your check arrives after dinner? Or is it a forgone conclusion that you’re picking up the tab?

My Account Manager told me this was one of the aspects of working for Fertility Bridge that was most unusual to her. She had previously worked on the “industry side” of the fertility field where vendors are often viewed as food and beverage procurement.

I don’t necessarily want my clients to pay for my food and drinks. Sometimes I just want to treat them because I like to. Still, I really appreciate that our clients always want to pay because it’s one subtle indicator of who they view as a vendor and who they view as an advisor. 

And that got me thinking about you. 

JUST ANOTHER FERTILITY VENDOR

How is it that a tiny firm like mine has been able to move from vendor to advisor in just a couple of years, when established or well-funded groups are being discounted as a commodity? It wasn’t capital or medical or scientific expertise, that’s for sure.

As far as I can tell, the shift from vendor to advisor is correlated with the shift from sales to marketing. Many fertility companies are viewed as commodities and vendors because they are still trying to fulfill positioning needs in the sales process that now take place in the marketing process.

Every time I skip steps and try to accomplish positioning requirements in the sales process that should have been established in the marketing stages, I regret it. Comparing the results of an outbound campaign at the end of 2020, vs the effectiveness of publishing a clear and firm point of view on every segment of our sales and delivery process, (I hope) I’ve learned my lesson for the final time. When I over-invested in the sales process, I often made our firm appear as a vendor. When I do the positioning work ahead of time, we are viewed as advisors and the sales process is easier and more genuine.

POSITION AS VENDOR OR ADVISOR~POSITION IN MARKETING OR SALES

Consider the shift in the sales and marketing funnel as illustrated by Steve Patrizi. 

fertility marketing funnel

Representatives and indeed entire fertility companies are positioned as vendors by practice owners and executives because the companies are doing too much in the sales stages and too little in the marketing stages, to position their value. They are mixing tactics and skipping steps.

The result is being overinvested in the awareness stage and undifferentiated in the sale. If you’re not following the concept, a couple of examples may be familiar enough to click.

  1. Massive industry sponsored parties at fertility conferences~overinvestment in brand awareness

  2. Expensive dinner bills and overpriced field reps~undifferentiated in sale

Neither are categorical mistakes. Large events and expensive salespeople can be a tremendous competitive advantage. Still, even when they are strategically sound, there are concerns about each. 

Conference parties need careful positioning in and of themselves because they are a major public relations (if not legal) liability. Yes, you could tone it down, but conference parties are typically a zero-sum game. They’re either a grandiose affair where everyone shows up, or they get little traffic because everyone’s at the big party.  


The best reps are worth their weight in crypto, but many of the others do nothing to drive sales. Too many payroll, travel, and entertainment expenditures are wasted because reps are doing the job that well produced content is supposed to do. Furthermore, the best reps are drawn to and enhanced by good positioning. 

HOW TO POSITION FOR EXPERTISE AND VALUE

If over and underinvestment in certain stages of the sales and marketing process cause fertility businesses to be positioned as dispensable commodities, how do they position their value or expertise so that they are not easily substituted? 

Consider the Business to Business Fertility Marketing funnel here.

It’s a mistake to treat the funnel merely as a checklist. You may do webinars, have client testimonials, and even a brand video. If they’re the same as everyone else’s and if they don’t fluidly set up the sale, it doesn’t matter. The telos of a salesperson is to sell. A salesperson that cannot sell is not a good salesperson. The telos of a marketing system is to set up the sale. If a marketing system cannot set up the sale, it doesn’t matter how much you spent or what title you gave it.

NO, I SAID DIFFERENTIATION.

What differentiates your fertility company from the others? If you said, personalized customer service, we’re off to a bad start for two reasons. First, the delta between companies’ opinion of their experience and the customer’s perception is tenfold. According to research by Bain, 80% of companies say they provide a superior experience but only 8% of customers say so. 

The cause of the delivery gap has been summarized by Dr. Francisco Arredondo and others as 

Satisfaction=Perception-Expectation.

The cause for the high expectations that drive the delivery gap is the second reason that attempting to use superior customer experience as a differentiator is a bad idea: it’s undefined so no one knows what it means.

Here’s the litmus test: If I read your differentiation statement in a room of your competitors and ask who can say the same about themselves, how many will raise their hands? If you put me in a room with all of the agency owners and marketing and business development advisors in the world, how many would say they get results for their clients? Millions.  How many would say they “really get to know you” or they have an “arsenal of resources”? Most. How many could say they have served more than a dozen fertility companies? Four or five. How many raise their hand when asked if they are exclusively devoted to bridging sales and marketing for fertility companies and have a published point of view on every segment of the fertility patient marketing journey? 

One.

REARRANGE SALES AND MARKETING, GRADUATE FROM VENDOR STATUS

Failing to adapt to the shift in buying behavior from sales to marketing has left many fertility companies undifferentiated in the sale. When one corrects too many expectations in the sales process, they’re viewed as a pain in the rear. When one corrects expectations in marketing, they position themselves for an advisory role in the sale. By not differentiating their positioning early on and throughout the marketing journey, fertility companies are frequently positioned as vendors or commodities by fertility practice owners and executives. Marketing isn’t just the promotion of your company’s position, it's the continual reinforcement. You need a clear and firm point of view about everything you do, and that point of view needs to be reinforced and distributed by content before your sales reps ever have to repeat them. Who knows, maybe your customers will even buy your next dinner.

Read about how we help B2B fertility companies differentiate themselves and increase sales here.

The Diminishing Returns of Fertility Business-to-Business Marketing

It’s just B2B fertility sales. How many challenges could there possibly be?

Oh, not many, just...

  1. Fewer qualified prospects 

  2. Limited time and access

  3. More gatekeepers

  4. Long sales cycle

  5. Short sales window

  6. Detached point of sale and

  7. High regulation

Other than that, I can’t think of a single reason why it would be harder than ever for companies to sell to fertility centers. In other articles, I'll address why lack of change has relegated many B2B fertility companies to commodity status. Here, I will attempt to define the principal challenges that fertility companies face in marketing and selling to fertility centers. I will also try to explain why these very challenges inhibit fertility organizations from investing in alternative approaches to solve them.

1. Fewer prospects

Stat News reports more than twice as many private equity affiliations were made among REI and OB-GYN groups from 2017 through 2019 than were made in the previous seven years. For some companies, this means huge customer growth. For others, in certain cases, it means half as many potential customers when networks negotiate exclusive deals with other vendors. 

2. Limited time and access

When the groups are larger, the dynamic usually changes to an enterprise sale where there are more decision-makers (though many small fertility practices have the characteristics of an enterprise sale). Even when there is still one principal decision-maker, she or he frequently needs the blessing or inclusion of many others. When committee decision-making takes over, it only takes one skeptic to derail the verdict. Most of them are gatekeepers.

Among independent fertility practices, who are often the most viable prospects, the senior partners’ responsibilities as physicians almost always take priority over their responsibilities as business owners. I agree with Dr. Paco Arredondo that physicians have the intelligence and training that can set them up to be entrepreneurs, but I agree by Dr. Andrew Meikle’s definition, that most of them are not. I won’t go into why--I wrote a four part series about why most fertility practices are not entrepreneurial ventures--but this business owner-physician tension greatly reduces the time that they have to make business decisions. When they have so little time to focus on the core responsibilities of a business, they often delegate the duties without the autonomy. Also, gatekeepers...

3. More gatekeepers

Fertility sales reps often view gatekeepers as administrative assistants or receptionists. Here is a more encompassing definition of gatekeeper that will better direct your attention to the access you need. A gatekeeper is anyone who cannot say “yes”; they can only say “no”. 


4. Long sales cycle

It can take months and sometimes years from first meeting to when the client is actually ready to purchase. They have construction delays, breakups with partners, and sometimes they wait for the pain to hurt worse. It usually takes a long time to get in the door, wrangle stakeholders for follow-up meetings, get the yes, the signature, and finally get the payment. 


5, Short sales window

It’s “hurry up and wait”... until it’s “hurry up again”. A practice is opening up now. They won’t need another office for years. They may never need another lab. They only buy this type of equipment every several years or even a couple of decades. They just got out of a network affiliation and hopefully, they’ll never have to do that again. The short sales window is the yin to the long sales cycle’s yang.

6. Detached point of sale

You don’t buy an IVF lab at the click of a button. There isn’t a single digital point of sale for many business dealings in the fertility field. Because of the long-term relationship dynamics of the enterprise sale, single-source attribution of marketing efforts is sometimes impossible.

7. High regulation

For some segments of the “fertility industry” the disclaimers have to be longer than the content. There are some limits to interactions, joint ventures, and messaging with and to physicians and practice owners.This difficulty may be obvious but the challenge compounds because it prevents many companies from making the necessary move to being a media company.

CAUSE OR EFFECT?

These seven challenges have certainly made your job more difficult. Still, it’s the (not so) strategic response to these challenges that compound the sales pain many fertility companies are feeling. The solution involves brave decisions in positioning and the activation of the position by putting forth oneself as a media company. I’m not talking about putting out a couple of webinars. Be sure to subscribe to Inside Reproductive Health and Fertility Bridge to be alerted about the coming content that describes the solution in more detail. 

Read about how we help B2B fertility companies differentiate themselves and increase sales here.

114: Fostering Better Communication Standards in the Workplace with Lisa Duran

Lisa Duran on Inside Reproductive Health.png

In this week’s episode Griffin Jones and Lisa Duran talk about the challenges that leaders face in the ever-growing infertility field as their clinics’ needs change and develop. They discuss consistency and coaching methods that can help make a professional team stronger.


Lisa Duran is a consultant who has worked with a multitude of organizations with the focus of bringing teams and customers to the forefront of care. She has worked as the Chief Experience Officer for Inception, Reconceived,  the DiJulius Group, VP of Patient Experience with Vivere Health, and was Formerly Chair of the Association for Reproductive Managers through ASRM. She is an experienced public speaker that has spoken at a range of fertility and health conferences. 



Today’s Episode Focuses On:

  • Efficient Delegation Practices

  • Consistency in Behavioral Standards

  • Navigating Through Negativity in the Workplace

  • Utilizing Different Personality Types Effectively

  • Healthy Communication Strategies


Lisa’s Social Media Links:


Linkedin Handle: 

https://www.linkedin.com/in/lisa-d-4025494b/?trk=public_profile_browsemap_profile-result-card_result-card_full-click


Transcript

Griffin Jones: [00:00:40] On today's show of Inside Reproductive Health. I've got Lisa Duran back with me and we talk about leadership and the struggles that leaders are facing in the fertility field right now -  being so insanely busy, crying out for help. We talk about some of the things that they can do and the tools that they need for support. Before I get into today's show with Lisa. I know who I'm going to give today’s shout out to. It’s to  Terry and Ed Malanda from Mandell’s Pharmacy. And the reason why is because if you ever hear, when I welcome somebody onto the show and I say, Hey, Dr. Smith, welcome Joe. And I do it in that order. It's partly because of Ed Malanda. I did it like one time and Ed commented that he liked it, that it was the right mix of formal and familiar. And so because of that positive encouragement, that became the tradition for the show. So if you think that super annoying, you've got Ed to blame from it. But today’s  shout out is for Ed and Terry at Mandell’s Pharmacy.. Today's show with Lisa is about leadership. We talk about how sometimes there's mutual mystification between partners.

You know what I'm talking about  - sometimes there's negativity. People complaining that management level and that seeps through because somebody is allowed to get away with it and talk about change, not being enacted because sometimes it's just a conversation with no follow ups. So we talk about the resources for what leaders need to impact that positive change.

 Lisa has been in this field in different corners in solid stints for a while. She was the chief experience officer at Inception. She's been a consultant for the DiJulius Group, she was the chair of the association for reproductive managers, which is how I met her so many different years ago. She's been an individual consultant, so if you want her help, she has that experience and I recommend reaching out. And so I hope you really enjoy this episode with Lisa Duran.

Ms. Duran, Lisa, welcome back to Inside Reproductive Health. 

Lisa Duran: [00:02:47] Thank you. I'm so happy to be back.

Griffin Jones: [00:02:49] By the time this airs it’s going to be like episode 114, somewhere around there. And I looked just for giggles of when you were on last, and it was episode 24.

So you were on  90 episodes. It was pretty early on into the show. The audience has grown a lot since then.  Overdue to have you back and glad you're here again.

Lisa Duran: [00:03:11] Wow. Well, thanks so much for having me. What an honor it is to be back. And after so many episodes, you clearly are doing something right and something well, so thanks Griffin. 

Griffin Jones: [00:03:19] Well, you too, because you had different tenures around the field and not just like a short little stint here, but you've done good yeasts multi-year blocks in different roles as a consultant in house for a clinic at the executive level of a larger company. And so you've gotten into so many different clinics.

You've probably seen the insides of more than I have, and you have also done it in very different business models. So I'm curious as to, if you could even come across commonalities being that some of them are so different. What are some of the biggest challenges that you're seeing leaders face in fertility centers?

Lisa Duran: [00:04:05] Yeah. That is such a good question. And such an important question that we ask right now. It's interesting because when I started consulting again, I wasn't sure if I would be consulting more on the patient experience side or more on the team member experience side and and the consistent ask is for the leadership experience really, and equipping the leaders because what's happening is that pretty consistently across the board? What an amazing time it is to be in the field of infertility? What we're seeing across the board of course is great. And people are realizing that they want to have a family. And so we're seeing, you know, great growth in the industry and that is, gosh, just such a blessing and such a great thing.

What has happened in the clinics is with great growth, comes different challenges. And you know, the clinics are trying to ramp up their staff. They're trying to hire appropriately. They're trying to onboard and train while navigating, you know, the explosion of growth that they're seeing.

And what we're finding is leaders are just asking to be equipped. Equipped to lead and to go from doing to leading and, you know, the challenges are pretty universal out there. It's navigating the growth. And while keeping, you know, your team morale up and keeping the standard of care where it needs to be.

Griffin Jones: [00:05:26] What are the differences that you're seeing between things that are involved in building the patient experience versus building the team or leadership experience. What are the differences? 

Lisa Duran: [00:05:37] Well, you know, certainly in the leadership experience, you know, you're equipping them with leadership skills and we'll talk a little bit about those probably in a little while, you know, you really are trying to influence one to influence the many, right?

And then with patient experience, you know, you’re really pouring into everybody, you know, typically at one time, and then the leaders would follow up, you know, with the standards and coaching and rewarding recognizing, and then coaching for behavioral change. So it's really teaching the skills to the leaders to do all those things.

And I've been really enjoying it. I, most of my consulting lately has really been in leadership and I'm really enjoying it. 

Griffin Jones: [00:06:21] What are the skills that they need help with? 

Lisa Duran: [00:06:24] Yeah. So pretty universally, there are three things that they are asking for. They're asking to learn how to delegate well. And again, it's going from doing to leading.

That's not an easy transition. So how do they transition that and not make their team feel like they're trying to shove work on them. Right. And we can talk about that a little bit more in a bit, but the second one is coaching for behavioral change because what's happening is they are so afraid of losing good people and losing people because it's hard enough trying to hire the right fit, you know?

So they're so afraid of losing people, what happens is that at times - it’s natural - sometimes we let behavior slide that, that, you know, the behavior that doesn't exactly meet our standards. Sometimes we let it slide or we make allowances or where we give special attention or circumstances, we allow circumstances to dictate what the decisions are and sometimes we'll give people a little bit more. And then you know, and not stick to the standard. And so what happens.

Griffin Jones: [00:07:29] What you just said, Lisa is the reason why there is a crabby office lady or crabby office, man, in so many practices across the world because of what you just said well, but he's really good with the, you know, he's really good with balancing the books. She's really good with billing and or they're the only person that knows this darn EMR as a super user. So we'll let this behavior, I see it all the darn time. And I got to tell you, even as hard as this job market is, we have had some conversations with people that we, you know, we use something called the people analyzer and it's saying like, Hey, this is where you're being rated on. This is where I'm rating you. They give their input and ultimately letting them say, okay, maybe this isn't for me. And even in a hard job market like this, it's been so worth it, even being a bit understaffed because even when you're understaffed, if everybody else feels like everybody else has their back, they're willing to put through the grime of being understaffed. But if you have somebody that even if they're good at the technical aspects of their job, then it's, they're saying, well, why the heck am I going the extra mile? If this person gets away with it, I think that's what you were pointing out.

Lisa Duran: [00:08:53] Yeah, very much. And when there's lack of consistency, on what is okay and what is not, you know, what one person can do versus another and what one person can get away with versus another, that creates resentment. And then with resent, you know, when there's resentment in a team, right, that's not exactly a positive environment.

And then we're asking those teams to deliver a great patient experience. And so that consistency and adhering to the standards and making sure that you're not giving special allowances to people because you're afraid of losing them. So that coaching for behavior change in a very positive way is very important.

And you, people will respect the leader more. And when you know what's expected of you and that's very clear it, people perform better, right? 

Griffin Jones: [00:09:39] I want to zoom into the delegating part of that, you mentioned, what trouble are they having with delegation?  

Lisa Duran: [00:09:45] Yeah. So, you know, the biggest thing with delegating is first of all, the stigma and delegating people think that delegating is pawning off my work to somebody right. And then, so that, you know, it's letting go of responsibility, it's assigning work and forgetting about it and so. 

Griffin Jones: [00:10:01] For some people, it is some people that's it. That's an earned stereotype. 

Lisa Duran: [00:10:08] Yeah. I have to tell you that. Being in the centers and being with the leaders, there is not a group of harder working individuals that truly have a heart, not only for their patients, but for their teams and their heart is to keep morale up. Their heart is to deliver a great patient experience. Their intentions are in the right place and they want to learn how to lead. And this is part of it. And they're so afraid to delegate because they don't want their teams to feel like they're giving them more work when they're already feeling a little overwhelmed and you know, so that's really the heart of it. And so it's really changing the mindset that really delegation is sharing work and it's really sharing authority, which can be very exciting to somebody. Who's possibly, you know, who has thoughts and ideas on things or who may want to move up, it's sharing that authority.

And it's also providing team development, right? What a great opportunity to pour into people and develop and raise up that, you know, that next leader. And so it's really changing the mindset and then giving them tools on how to do that. 

Griffin Jones: [00:11:15] Where are they getting caught up then? Is it that? Well, my team's already overworked and I just don't want to add more to them, is that the only place they're getting hung up?  Where else? 

Lisa Duran: [00:11:25] That there's a, yeah, that's a great question. Another place is that they're afraid to give it to them because they are fearful that if that person drops the ball, it's going to affect patient care and that's a valid concern, but done in the right way.

Yeah. With, you know, checking it as a leader checks in on the progress and making sure that before it's, you know, delivered that things are going in the right direction. It won't go there, but that's a big fear they have, you know, “I know how to do it, I can do it”. Right. You know, and I don't know that this person can do it like I can do it. You know, they all have such high expectations and standards for themselves. And that's why they're in leadership positions. 

Griffin Jones: [00:12:05] Sounds like that might be in the tool set that they need. What are the tools that they need to delegate? 

Lisa Duran: [00:12:11] Well, and I actually take them through some very simple steps that helps them to do that and it would certainly identify the things that you need to let go of and making sure that they're getting the commitment and the buy-in from the team member, but teaching them the process, sitting down with them, you know, a 10 to 15 minute conversation of teaching them the processes, if they need to learn it will be beneficial in the long run.

And so teaching them the process and then having regular check-ins is essential to making sure that again, that it's not going to affect the outcome and accountability. And then also it's an opportunity to encourage that person you're delegating with and, you know, give them encouragement and that they're really doing well and that's, and the teams need that right now. 

Griffin Jones: [00:13:02] How often is it that you see positions not having outcomes because I can't speak to the rest of the clinic, but at least in the marketing sales biz dev side, I'm so often seeing no outcome for the position. I think that's a problem. I wrote an article called should I fire my fertility center’s marketing director.

So if you're looking for outcomes, I break it down at each level of marketing. This is what this marketing role can be responsible for. In outcomes because I'm seldom seeing these are the outcomes that I'm expected to fulfill as a marker, which makes delegation a lot harder. Is that how common is that in the rest of the practice?

Lisa Duran: [00:13:43] You know, it really just depends on what they're delegating, you know, they can deligate, things from patient care to administrative tasks. And that is, and that's part of what I teach them is how to discern what to delegate and how you discern that is really knowing that team member that you're delegating to knowing their strengths.

Knowing their sweet spot, understanding are they detailed, are the big picture, right? Are they thinkers? Are they feelers? You know, really knowing them and discerning what you can and can't delegate to. So yes, if you delegate, you know, something very administrative and detailed to somebody, who's a big picture person, the outcomes aren't going to be there and it's going to backfire right and so, that happens.

Griffin Jones: [00:14:26] It happens all the time on the marketing side, where people are given responsibilities and in the practice owner's mind, they're thinking I want profits to increase by X, but the person has no authority over influencing X.

They are given a responsibility or a set of responsibilities that may or may not contribute to X. At all, but they probably do partly, but there are probably other things that are necessary to actually influence the outcome, but their responsibilities are, if not entirely divorced from. They're not entirely unified with those outcomes.

And so can you talk a little bit about the relationship between outcome and authority to affect the outcome? 

Lisa Duran: [00:15:16] Yeah, well, and again, that goes back to the responsibility of that goes back to the leader and being very clear on expectations and getting mutual, understanding on expectations and those constant check-ins.

If those check-ins aren't happening, if it's not going the direction that it should have, you will see it along the way. If you're not checking in then and, and the outcome doesn't happen, right the way you expected it to really, it's kind of a shame on you. You haven't checked in and making sure that, you know, the needle was pointing up or, you know, things were moving along the way they should have been moving.

And then you know, As you work with that person and can trust that person more, the check-ins become less and less, but that's essential and making sure that the outcomes are exactly what you are expecting and making sure that the person is very clear on the outcomes. 

Griffin Jones: [00:16:06] I think that's a huge reason for, well, just a lot of conflict between leaders is one, the outcome isn't spelled out too, even when it is the person doesn't necessarily have the ability to impact it. And you have to give somebody that seat to own that outcome. 

Lisa Duran: [00:16:26] That's right. They've got to have the authority, but you know, it's I think when I talking about delegating probably more in the centers probably it's more of those things that a leader can let go of more probably administrative things. Those things that, that really. Bog them down and stop them from being able to give them the bandwidth to lead and to develop, and rather than big outcomes of whether it be profitability or whether it be patient retention or things like that. You know, that's a whole different level of delegation and right now, these leaders are just are trying to function. They're trying to do so they're trying to be nurses and they're trying to be patient services, you know, advocates. And they're trying to, because they're still doing that as well. And they're trying to lead people and they're trying to hire and onboard and all those things, so really the delegation the tasks that we talk about are probably smaller projects that we'll just take some things off their plate that will allow them some bandwidth. 

Griffin Jones: [00:17:30] Do you find that resistance or if not resistance, just difficulty to delegate is more acute where it's an independent practice owner versus a group that is within a large network that supposedly, maybe does or does not have a lot of the corporate support?

What's the difference in the ability to delegate between those two different profiles? 

Lisa Duran: [00:17:58] Gosh, you know, that's another really great question. I, as you were saying that, I was thinking about that there really isn't a big network versus a single or practice or one practice owner,there really isn't a consistent I guess pattern, if you will or strength, if you will.

I think it really depends on the leader. You know, there are some leaders that are doers and really just have a hard time prying their hands off things, you know, whether they be in a network or in a smaller practice. And there are others that, you know, that are like, yes, come and help me and so it really just depends.

It really depends on the leader. It's not necessarily. A large network with maybe more support, more corporate support versus the smaller practices. It's really very individual. 

Griffin Jones: [00:18:42] So with those leaders, and I was thinking about what you said is that sometimes they may be smaller projects, but I think maybe sometimes they're not smaller projects.

I try to write about where I really, think someone can walk away and where a leader can not walk away. Example in marketing is that I do not believe that the principal of a company can walk away from positioning Fertility Bridges positioning is set by Griffin Jones and I can bring it down to a level that my creative director then makes the brand guide with me.

And then beyond that, I can move out of some of the some of the things, but the positioning has to be set by the principal. That's an example in marketing. How do you help people determine where the leader must be involved versus what they can delegate? 

Lisa Duran: [00:19:34] Again, it's really, it's helping them to discern what the desired outcome is and knowing the people, knowing what they can delegate, you know what they can delegate into who, you know, the teams are. So yeah, every team is so different, you know, you walk into a practice and you've got a leader that's been there 20 years that, you know, does this in her sleep. And she's got a team of people that she can delegate those bigger projects to and be very confident in the outcome.

And then you've got a leader that is a new leader. That's really, frankly, is just buried in trying to, to keep their head above water and trying to function. And so, you know, it's, again, it's very individual and just really teaching them discernment that is so big on what the one with the desired outcome is and then and then two who they can delegate to. So, but, you know.

Griffin Jones: [00:20:26] It's a vicious cycle, aren't it?

Lisa Duran: [00:20:27] Yeah, it really is.

Griffin Jones: [00:20:29] If, when your time is so consumed, it is so difficult to step away to actually do the things that the leader needs to do like, you know, when we are in between hiring for positions, guess who's back in helping out in that creative director role Griff guess who's back into the senior digital role sometimes at least for parts of the things.

And that prevents me from building out more of the things that's just part of. Building a business. It's two steps forward. One step back, you get yourself back together and you keep moving forward as a leader. But it really is a vicious cycle that I think many people, I don't know if they've attempted to escape it.

My whole career is about attempting to escape that so that I can build these systems so that other people can do them. But if you can't, if you can't step away to be a leader, then you can't. To delegate those things, which in turn fulfills the prophecy. 

Lisa Duran: [00:21:27] Right it's the prophecy. Well, and you know, typically you would say you've gotta be okay to let some things fail.

Right because that's where the learning happens and that's where the accountability comes. And that is really where, you know, again, where the growth happens. And what's challenging in infertility is those, if some of those fails are results in patient care, of dropping the ball on patient care, right, that's not okay. And that's not okay with the leader. And that's exactly what I find is that leaders are so afraid and rightfully so that tells you, you know, about their heart, know, they really want patients to be well taken care of that. They're not willing to risk a patient, not being taken care of with the standard of care that they're wanting them to, or that they need to, right? And that their practice promises.

And so that is exactly why, you know, when you start to delegate, you delegate those projects that are not necessarily going to affect directly. Patient, perhaps it's something, you know, in the process of patient care, but it's not necessarily directly you know, the fail is not affecting a patient, you know, communication or care that and so those are the things that we talk about.

But one of my favorite things to do is when I'm working with like, I do a pre-assessment. I asked him, what are the pain points? Where are the, tell me some of the tasks that really prohibit you from giving you bandwidth to lead.  And then when I go in, I'll ask them to identify someone and together. We will sit there and we will go through the conversation of delegating that task and we will do it together. And so that she, or he can watch it in action and feel good about it. And then I will follow up with them. And how did that go? What results are you seeing? Are you doing your check-ins and things like that?

And I'm telling you when they see the results of that, and when they see, you know, how much they can start to let go and when they start to see the growth of their team and how it just really made people feel valued it's powerful.

Griffin Jones: [00:23:24] So you've got an assessment that helps people to measure them.

How else can we help leaders during this time of  growth? 

Lisa Duran: [00:23:31] Yes. So, you know, the second thing that I was talking about is that coaching for behavioral change. And so, yes, so I teach them, you know, how do you coach for behavioral change? How do you turn that around in a positive way, but yet holding them accountable and keeping consistency in what you expect from everybody.

So that's and that is a skill that is good in life. Right. And especially in leadership if you expect the phone to be answered like this, if it's not answered like that, right. It needs to be a quick one minute coaching you know, a redirect and making sure that the person understands the standard.

They've got their commitment, they've got the tools they need, and that they know that, you know, people don't do what organizations expect they do. What's paid attention to. And also that one minute coaching right away, all the way. Really powerful. And so that's the second tool that I teach them.

Griffin Jones: [00:24:23] That's something that you taught me six years ago, that I still think about people pay attention to what their managers pay attention to. And absolutely true for my team. If I'm not paying attention to it at a high level, it will go away. And if I'm firmly paying attention to it, then they are definitely making sure it gets done.

But some of that sounded like procedural change. When I first, when we were exchanging notes and we were talking about behavioral change, I was thinking skeptically to what degree is that even possible to change someone's behavior. So can you talk a little bit more about behavioral change? Because I often find, maybe it's, I don't know if that what evidence supports or is it against my presupposition? That many personalities are not so malleable. 

Lisa Duran: [00:25:10] Yeah. Well, you know, I think about it, I'm a parent that, you know, my kids are older now, but I think about how different my kids' personalities were and one was very malleable and the other one, you know, really pushed on everything that I, you know, that I tried to direct her on and and you know, I had to be much more intentional with her and I had to be much more diligent on not letting anything go by if I, you know, if I expected. You know, a tasks to be done and I didn't follow through with it. It's my fault again, that it didn't get done. And so I don't believe that the people can't change their behavior.

I think that there's, you know, there are two reasons why people complain and there are two reasons why people's behavior don't change typically why it doesn't change and that's, you know, they don't want to, or they don't know how to, it's just become. Right. And so, you know, so figuring that out now that I don't want to, and digging in the heels, that's not acceptable in a business and especially in a business of care.

And so that person should not be on your team. That person should not be working in a company. Right. And but the one that just doesn't know how to, or the one that's been allowed to get away with it for so long that it's just become habit or there's no consequence to it. That's changeable. 

Griffin Jones: [00:26:28] I remember you saying your daughter was a J on the Myers-Briggs J which means, which is judger on the Myers-Briggs scale, which means which, and I know because I'm a hard J which means like, we like a plan and that's a different index than like the detail.

I don't need a detailed level of planning. But if I, you know, if I'm making plans with somebody, I'll see you next Thursday at here at seven o'clock, you don't need to send me a text reminder. I'm going there at seven o'clock. And if something changes, you better let me know so I can adjust my whole schedule. And so that's something that you mentioned that you learned about your daughter, and I think that's what you're using for behavioral change.

How much are personality tests involved in the assessment? Are you using it for this purpose?

 

Lisa Duran: [00:29:45] Very much, absolutely in everything. Absolutely. You know, that, that is such a great tool of Myers-Briggs is such a great tool for teaching communication skills. Right. And for teaching understanding, and being able to delegate based on strengths and certainly in coaching for behavioral change, because if you know, you've got a J or a P, or if, you know, where you have to be a little firmer or, you know, where you can be a little bit more lenient or a little bit more broad.

And so, yes, those every clinic I go to, we start with those, we with those perspectives.

Griffin Jones: [00:30:18] I think I talked about it in episode 24. So, but people probably haven't listened to it in a while. And  just liked the story so much that I've got to say it again, but there was a year at, oh, it was at ASRM or something and you separated the group into two and you said, all right, all my big picture folks, if you described yourself as big picture, go over here.

If you described yourself as really detail oriented, go over here and then. Picture. And it was like a picture of Christmas and all of the big picture people were asked to describe it. And we said things like it's a snowy winter's night and Christmas. And someone is finally come home to, to lie against the fireplace.

And the rest of the group was like, there are 12 candles, there are four rings on the rugs. There are three logs in the fire. And I was like, oh my gosh, they really do see the world differently than we did. Yeah. Talk about that with regard to behavioral change, to getting people to use to see, okay, this is how this  personality profile might need to receive communication.  

Talk about that with regard to behavioral change, to getting people to use to see, okay, this is how this  personality profile might need to receive communication.

Lisa Duran: [00:34:09] Well, and again, it's, you know, leadership, I love quoting Spider-Man or a leadership with great power comes great responsibility. There's a responsibility as a leader to know your people and to know their strengths and to ask them, listen, are you detailed?

Are you big picture? You know, do you, or do you make decisions based on thinking or do you make decisions based on feeling so they can adapt their coaching if they don't already know. But it plays a big part in how you coach and it plays a big part in how the person receives it, most definitely.

I recently did a different exercise as it relates to communication with Myers-Briggs and it was the best one. And I thought I'm going to do this everywhere. I go now, where where separated the judgers and separated the perceivers so that remember the judges as, you know, want to make a plan and stick to it.

And that they typically yes, they're more organized and more structured where the peas are a little bit more spontaneous and typically a little bit more on big picture, but much more spontaneous. And I had each of the groups, they had to create a poster of a party invite, but they had to create the poster in the other person's language.

So the Js had to do a poster that would appeal to the Ps. And the peace had to do a poster that appealed to the J's. And it was so great because the J's poster was like, Party starts whenever,  ends whenever, you know, food is going to be great. We're going to swim sometime, you know, and you know, and we're going to have a guest, we're going to have a guest, a celebrity guest, and then the Ps how they made the Js invitation, the Js invitation was party starts at seven ends at 12, right? And here's the schedule 7 0 5. We mingle and we have cocktails. I mean, they went all the way through the schedule and at the very end, you know, 11:30 Ubers come and pick you up. And it was just such an eye-opening experience for the way people communicate differently and how they receive communication.

And that it, you know, again and as leaders, it's our responsibility to understand that with our teams. So that's part of this coaching. 

Griffin Jones: [00:36:12] It's funny because I described myself as well.  I am a big picture person and I'm also a J because I like to know when things are, because I want to move things around, but it sounds to me like the P’s poster would be more or it'd be more interesting to me. Or,  I don't know, but I know with Myers-Briggs either you take these four different combinations and then you ultimately end up with four times four, you have six, 16 different profiles and it's pretty remarkable how. When you have yours, that it really gets you, you know, one of the things that mindset is I do like to I sometimes get discouraged if I feel like I'm pushing people, because one of the talents that I have is I'm a motivator, but also I have found in my life that it’s sometimes led me to try to get people riled up about things that they don't really give a crap about. And so, and I'd sometimes get like, emotional about that, of like, well, why don't you want to conquer this? And so really strongly that profile hit me. How do you walk people through their profile. 

Lisa Duran: [00:37:22] Well, I deal with the entire team so I always do it with the entire team, including the doctors. That's, it's so much fun and to really be able to dialogue communication styles. And I hope we get to talk about physician support in this too, because that's really key in a lot of this and what's happening throughout the industry.

But I do it in the entire group. The ideal is get the entire team together and we do the profiles together and, and I have the table share their profiles, and then we take some common profiles and we stand up and we really. Then we dialogue them and then we do some you know, some different activities based on what some of the objectives are for that day but it's powerful.

Griffin Jones: [00:37:58] That personality finding might've been the reason that I started the goal diagnostic. Cause I was like, I just want to find out. Off the bat. Do I care about this person's problem more than they do? Because if I do, I'm not moving forward. If they don't care enough about it at this tiny little level, then I am not investing a darn thing left and it's been super helpful, it allowed me to totally emotionally divorced from that and run a much more profitable and well organized business.

But so you're doing this with the teams. You wanted to talk about the lessons and support, and I think I'm gonna set you up for that subtopic with a bit of a loaded question. When you were saying with great power comes great responsibility, a saying that I have is, ”the fish rots from the head”. So I wanted to ask where you see the most, where at what points of the leadership chain you’re seeing the most help.

But my view is that if it's not coming from the top. There's no hope so can you speak to that a little bit? 

Lisa Duran: [00:39:06] Yeah. And I'd like to touch on one thing before I speak to that, because it really feeds right into it, you know the which was the third thing that people are asking for, and it's positively navigating negativity in the workplace.

And you know, what happens is when everybody's busy, everybody gets, you know, of short and negativity happens. And then the physician is frustrated because, you know, they're sending attitude and, but yet the teams are frustrated because they're being asked to do things 5 billion, different ways.

And so that, you know, it kind of goes hand in hand, but I'm going to speak to the positively negative navigating negativity first. And then I'll answer the question on the physicians, because again, it really ties in,you know, I talked about earlier how there, you know, there are two reasons why people complain.

This is from the John Gordon book, the no complaining role, it's I absolutely love it. And he talks about how, you know, people complain because they feel helpless, hopeless, like things aren't going to change or it's become habit. And so, so I absolutely love whether it be with leaders or teams. And we talk about that and I have them write down all the things that you complain about, you know, no one's going to see it.

I give them little journals, write down all, everything you complained about. And then John, in his book, he goes through three steps and how to turn a habit or a mindset. And do you know how to change that just with very simple steps. And and so, you know, first of all, teaching the team, that concept, and then teaching the leaders, how to expect that from them and how to condition them.

You know, one of my favorite quotes from the book is complaining is like vomit. You feel better afterwards, but everyone else around you feels sick right and isn't that the truth. 

Griffin Jones: [00:40:52] A hundred percent and it spreads and it's very common in office environments. It might be even more common in, healthcare office environment.

So how do, so what, how do we support the physician in a way that? 

Lisa Duran: [00:41:09] Yes. And so what I found I've actually had some really amazing meetings with some physicians where they've, you know, I've had one on ones where they've said, gosh, I don't know what I'm doing wrong, but I feel like I'm complaining or I'm yelling at them all the time because they're not doing things.

And you know, my, because I'm a pleaser my first reaction is like, oh no, Fine. But I have found myself in, in, in these years, the older I get, I guess the more season I get, I find myself a little bit more bold you I, you I tell them, I said, you know what? You are such an amazing physician because you do things the way you do them.

And you putting your personality into your spin, you know, fighting for what you feel is right. Whether it be a process or a protocol or a delivery, whatever it may be,  and I need you to understand what that does to the team, you know, can you imagine, I tell them, can you imagine starting a new job and saying, this is how you schedule an appointment and then you have four different physicians saying my patients, this is how it's done.

And you have four different ways of things and then you wonder why three months later, that person leaves and you're frustrated because now the ball's being dropped because your patients are being taken care of it's because there are, these teams are having to navigate not only how to, how to do everything and how to, how to give a great experience, how to give great care, but they're learning how to navigate different processes with each doctor.

And especially in those larger clinics, it is so challenging. I feel so bad, you know, I keep thinking, you would never hire me on patient services because you would fire me. I don't know that I could remember how everybody wants to do, how differently everybody wants to do it. So, I tell them you've got to let go of some stuff and, and, and the team of doctors need to come together and you guys need to try and create some continuity.

What are some things  that you can let go of to create some consistency, to help the teams out? That's how you can support them. 

Griffin Jones: [00:43:10] But that's a leadership issue in and of itself, iIsn't it of having, this is my way. This is our way. That's not a united kingdom. That is a different section of fiefdoms controlled by different warlords that allied together sometimes for certain resources that is not a United front.

That's where I really push people when I've had people like Dr. Eckstein on the show and I'm pushing people. And I'm saying like, how do you rule by committee and consensus? And there's some people that have good and like Dr. Washington has good thoughts on that, but I really am just skeptical of the whole thing. It's part again with like this little gold diagnostic thing that we do, what we're doing in the very beginning is can we get all of these people on the same page in the beginning? Because what I used to find, when we would get into agreements with people, we would find out three months, four months, That the other partner is a totally different idea and it would just,lik, throw a wrench in works and what the hell man.

Like if you're not successful, I'm not successful. And that affects my reputation. And so, that was an issue of leadership. It's like, okay, we have to get people in the same damn room talking about the shame. Damn.

How do you get that united front? 

Lisa Duran: [00:44:30] You know? So to be honest with you, Griffin. I I have just barely started having these conversations with physicians, but I will tell you that I'm dying to have them have me back because I, you know, I tell them, I'm like, look, you know what I will facilitate, you know, let's get the four of you in a room, let's first identify before we do that, let's get the team together and identify the top three things that are very inconsistent with all of you. And where consistency will make a huge impact. Once those are identified, then get the four of you in a room and let's look at those processes or those protocols and figure out where you can create some consistency, but having someone facilitate that again The out the objective being to make the lives easier for everyone to lessen their frustration as physicians and to, you know, for team retention.

So we're not turning our teams so much. And you know, in boosting them around and also having less things to have to be frustrated with them about, you know, let's do that together. And I've had a lot of, you know, a lot of physicians say, that's great. I'm willing to do that again. It's just, let's do it.

Right. Let's do it. Let's take that step now. It's going to be just a little, you know, I mean, that's it's a huge issue. Right? And so I'm not claiming that I, you know, that I can even begin to try to fix it, but I figured, you know, what, if we fix, you know, if we can fix three things and create some continuity there, then let's start there.

And then three months from now, let's visit another three, you know, or six months from now, let's visit another three and let's visit another three. And let's just try to make some progress because we've been talking about this for years, right? Right. 

Griffin Jones: [00:46:15] Yeah. There's a lot of mutual mystification between part.

I hear it all the time. Like, well, you know, I'm talking about selling to this group or I'm talking about hiring this person, but I don't want to tell Dr yet, because. They own X percent of the company. You might want to bring it up before the last minute. And I think of all the groups that we've worked with, there's been one where we have been like their mediator in this way, but I haven't a  hard conversations is a part of leadership, isn't it? Yes. Isn't it like the most important part of leadership, because otherwise you end up leadership is about getting all the boats to row in the same direction. If you can have hard conversations, you can't get the boat rowing in the same direction.

I have a key team member that within the last month or so we had to have an uncomfortable conversation and it was important because there was just a bud of resentment on each of our ends and we're able to nip it in the bud and come to, but if we didn't have that conversation and we had to have two of them, then just that little resentment would have grown more and more. And so  how.

Lisa Duran: [00:47:29] And that is exactly how it happens. 

Griffin Jones: [00:47:30] How do you facilitate  the, all I do is just get them in the same room and act like a dick. And they either team up against me or, or realize, oh yeah, maybe we should be doing this, but how do you do it more constructively? 

Lisa Duran: [00:47:45] Frankly, to be honest with you, a conversation is not going to do any.

I'm just being transparent with you. You know, we can, I can, you know, bring people into a room and have a conversation with them and say, Hey, you need to line up and you need to be, you know, whatever. Or I wouldn't say that, but I'd facilitate that conversation of how, you know, how are you feeling? How does this make you feel?

But really it's going to be in the action. So, and that's exactly what I'm talking about the, you if, if you've got buy-in to going, okay, let's look at the processes and then you walk away right. Then they don't have time, facilitate that, you know, that exercise and you know, the, again, the practice administrators and the leaders, they're the most hardworking, amazing people, I know, you know, they are trying so hard. And so, so it's really investing the time. It's really investing, you know, a couple hours, you know, every three or every six months. And to not just talk about it and not just get agreement, but, and maybe not even get agreement, but really just talk about it and big and not just talk about it, but figure out the solutions, take a very specific protocol or a process.

And do it right there. And then have it be, you know, when everyone walks out the door, whether you like it or not, you know, some things you’re gonna like some things you're not, and this is how we're going to do it. We've all done. This we've all worked on this together. And so, know, really it's gotta be a lot more than just conversation. 

Griffin Jones: [00:49:10] Because that's the solution to one of their two reasons for complaining, which is it's helpless, nothing's ever gonna change, or it's always but the other one has always been this way. That by changing it and reducing that negativity. And when you brought that up, it made me think that my people almost never complain about clients and it's because I almost never complain about clients. And that wasn't the case in the early days, I notice that my team would like, complain about clients a little bit.

And they were getting that from me. It's ‘cause I would make like a snide comment about something. How do they not have this together? And then I zoomed in and realized, well, it's one of two things - either I'm a know it all and I'm not appreciating what somebody else is going through in their business, or we have a saying in our company where there's no such thing as bad clients, there's only bad prospects and bad process. And I had to look at myself and be like, what is it about my process that is allowing these relationships to manifest in that way, and it wasn't easy to fix it. I really had to change how people come into the company, but once they do, like, we have a really good relationship with them and now I'm not complaining anymore, which means my team isn't complaining anymore, which is good because we should not be complaining about our clients who are working their fricking tails off.

But it was something that I had to fix at a fundamental level. So what are those to do's that you're giving people? They can take a while. 

Lisa Duran: [00:50:40] Yeah, they really can. And I'll share those to do's with you. But I want to tell you that this was a very personal journey for me as well. And I picked up that book because cOVID really got me in a funk. You know, I'm an extrovert on steroids and I love being in the clinics. And for me to be, you know, in my home office, by myself for 10 hours, I was like in the fetal position, you know, when people and I found myself chronically complaining and it just became habit. And that is not who I am.

And it was really ugly and I began to not like who I was. Right and I'm like, who is that? That's not you. And I love, you know, there's a, there's a saying that I absolutely love, and it says. Of your heart. So your mouth speaks and so, you know, I realized a lot of this was a heart issue and a head issue.

And so when I picked up the book, you know, I was like, okay, I gotta change my heart. And I got changed my head, you know? And so, you know, the hearts, one thing, the head is another. And so what are those tools? So those tools, there were three things, he gives you three things which were so great, number one is  you start with the they get two versus the half two instead of I have to do this by five, you know, I get to do this by five, right. Instead of I have to stay home in my home office, well, I get to work from home and you know what I can be in my yoga pants and a t-shirt all day, you know, replacing and changing the mindset. And so you replace half two with get to, and that's a very practical thing.

And so I did the exercise where I wrote down all the things that I typically complain about. And then I  crossed out half two and forgot two and so that became, you know, what I did. So step two was racing the butt and doing the and, you know, and not saying something great. And then saying the but right. But this really sucks so this really stinks, you know, replacing them and seeing him saying things like, you know, wow. I'm just, yeah, I've got so many projects right now. You know, and I'm, I'm going to get them done, not, but I don't know how I'm going to get these done. So, you know, again, replacing that and so changing some of the verbiage helped change my mindset, but the third one was the most  powerful. And that is the one where there are boundaries set in place that I had to get people on board with me, people that I would talk to all the time. Tsey-Haye, she's a good friend of mine from Inception. I'm gonna tell her, I'm like, you gotta help me keep these boundaries, you know?

And the boundaries, we're you know, you're not allowed to just complain any time. You're not allowed to vomit on me all day long and leaders. And that's why I tell leaders. I said, if you're walking across the floor and you're going to see a patient and you let one of your team members come up and vomit on you about something, and you're going to go see that patient unacceptable, they may not vomit on you while you're, you know, needing to go do something. So, so how do you know when can they, you know, people should be able to complain, but turning complaining into productive solutions. And so, you know, that is the key. So creating the boundaries on how they do it, and we've all heard the don't come to me with a complaint without being part of a solution, but he really breaks it down very nicely.

 And really holding people accountable for being part of the solution so one of the things I work on with leaders is how do you actively listen, validate their feelings of their complaint and saying that is, you know, those are some great points. And tell me what ideas do you have to fix this?

And what part are you going to play on this? I want to support you right. And then holding them accountable for that. I'm telling you when you make people be part of the solution, not just say it, but make them be part of the solution. You're good, they're not going to come back and complain to you very much.

Griffin Jones: [00:54:19] Yeah. My operations manager says you have something you want to do at Fertility Bridge, bust out the mirror because that's the person that's going to be doing it. But as you're talking, Lisa I'm seeing the reason of the importance. For this reason as connected to each other, meaning it's so important to not have complaints and be complaint driven only, and to be solutions focused, partly because of how sensitive the self-awareness has to be to improve as a leader. Like the things that you're talking about, I don't have to, I get to -  that’s counted all joy. That is a very difficult mindset to get in and there's just so much of a leader where you have to be brutally self-aware about everything that you've built.

It's like everything I’ve built like this still, is that good or this still needs to be improved, this particular part. And because you have to be so introspective. It can feel like salt in the wound when somebody just comes on like, well, why aren't you doing this? And we had somebody, we had a candidate, a job candidate last week that was like, well, why don't you have this type of social media post is like, oh, I don't know, because I'm busy making payroll from a company that I built from. Absolutely nothing. When I called Lisa Duran from a fricking orphanage in 2015, and I'm building all these systems and serving nineteen different clients and building a point of view for everything, because I never took a dime of that's why,

like just as you're talking, I think that they're reciprocal, the solutions orientedness has to be what makes. Wound not stinging so much when you are being introspective enough to actually pursue the change. 

Lisa Duran: [00:56:13] No you're so right about that. And it seems overwhelming to a leader, but, you know, I used the example of, you know, you've got, let's say you've got a group of team members that are gossiping or that are complaining about something.

How powerful is it? And, there's kind of a ringleader in it is when a leader takes that person aside in their office privately, and just saying, Hey, listen, I know I heard a lot of that going on. And you know, I know that we all want this to be a great workplace and you know, I know that I trust you and I want you to trust me.

And in order to trust you, I need to know that you're going to have my back on everything. And I want to have your back on that. Let's talk about that, to talk about that hard stuff, but the reward. Yeah, the relationship and the strength of the relationship, the reward, and that the leader walking away going.

I just taught somebody to, you know, to navigate some negativity, to possibly do that. And I just strengthened a relationship. I talked about something really hard and, and I got a partner. Right. And so intentional. It's hard, right but the reward is just so great. And  I would just, you know, when people do it and they feel it and they see it's powerful. 

Griffin Jones: [00:57:29] You've given us some you've walked us through personality assessments. You've given us the framework for getting leaders on the same page, how to support the leaders so that they can support the next leaders and to delegate. How do you want to conclude with supporting leaders in the fertility field?

 Lisa Duran: [00:57:47] You know, my heart really went when I go into a clinic, I just want to grab them and hug them and just say, you're doing amazing. You're doing amazing because again so many of the leaders out there are just really struggling with feeling like they're doing enough. And so, you know, part of, you know, what I love doing is inspiring them and equipping them first, inspiring them to them to know that they're doing enough and then equipping them to do the things that are going to make a difference in, you know, it's going to help give them bandwidth and help their teams just feel so good about, you know, what they're doing.

And so, I, you know, I think that's, I just want to conclude with I'd love to tell leaders out there. You're amazing. And you know, this time, this busy-ness and the craziness of the growth is just so wonderful. And the season will pass. They'll be some low leveling off, or you'll be able to breathe.

But the growth, you know, the hard times don't produce heroes, the hard times bring out the hero in you. And so I think that I love just watching the hero being brought out in people who've, who it's always been in fight of them. 

Griffin Jones: [00:59:00] I get to become a hero.

Lisa Duran: [00:59:02] Yes I get to become a hero, that's right.

Griffin Jones: [00:59:03] I get to become a hero. There's probably a lot of people that could use that right now. Thank you so much for coming back on us. 

Lisa Duran: [00:59:11] Oh Griffin, thank you for having me. I'm always so honored. I have to tell you, I was talking to a clinic today and I said, I've got to go. I said, I got to quit. I'm on a podcast with Griffin, from Fertility Bridge.

And they're like, oh my gosh, you get to do that. And I was like, yes, I get to do that. So I think you're kind of famous there Griffin so. 

Griffin Jones: [00:59:29] There really is full circle. Thanks so much for coming back on, Lisa. 

Lisa Duran: [00:59:32] Thank you. Take care.

113: Building Out an Effective Referring Provider Strategy

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In the latest episode of Inside Reproductive Health, Stephanie and Griffin explore if MD & DO referrals are still king or have been overthrown by internet resources as top referral sources. Knowing where most referrals come from can help you build an effective strategy to capture more new patients and convert those referrals at a higher rate. We also layout 6 pillars for an effective referring provider strategy that you can either give to your physician liaison to start implementing or outsource to a company like Fertility Bridge. At the end of the day, if your PL does not have a system, you are leaving money on the table.

Listen in to the full episode to learn:

  • The 6 pillars of an effective referring provider strategy

    • Make sure your reporting is in line and cohesive

    • Ancillary services

    • Building the right content

    • Having the right events

    • Outreach of referring sources

    • Converting referrals that come to you

  • The % of patients actually referred by a doctor (and what that means for your clinic)

  • If a physician liaison is needed

  • How to attribute referral sources properly

Additional Resources:

Referral Pattern Blog Post: https://www.fertilitybridge.com/inside-reproductive-health/the-6-pillars-of-the-fertility-referring-provider-system

To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com


Transcript

Griffin Jones: [00:00:40] On today's episode, Stephanie's on, we talk about our six pillars for referring provider strategy. It's important to get these right before you hire a PL if you're thinking about that, if you're a big company, you've got dozens of PLs, it's important to get this right. And in working in this framework to make sure that you're getting the results that you want before I get into this topic, today's shout out, goes to Dr. Paul Lin from SRM in Seattle, because go Bills, that's why in today's show, we talk about these six different pillars of why it's even important to still address physicians as the referral source that they are, but not to put them on the pedestal of being all or nothing. Talk about the facts beyond that and then we break down each of the six pillars even more finitely. So I hope you get a lot of actionable advice from this episode. Let me know if you need any help and enjoy.

Hi, Stephanie. 

Stephanie Linder: [00:01:38] Hi Griffin. 

Griffin Jones: [00:01:39] Welcome back to talk about referring providers. But before we get into that topic, I do have to tell you that I got a call from someone that I'd never met before. A doctor on the complete other side of the world who listens to the show. And we were talking about other topics, but one of our more recent episodes came up and he said that he agreed with you about the referring wellness providers being listed on the website. And I knew most people were going to agree with you. I even said that in the episode, but I also knew that it would stroke your ego if I brought that up. 

Stephanie Linder: [00:02:15] Yeah, it does. So thank you for sharing that. That's a good start to the podcast.

Griffin Jones: [00:02:18] Yeah, well, now I have to find something to ruin it for you and be pedantic about something to be right about and catch you off guard later in today. But we are in your wheelhouse about referring providers. So I might have my work cut out for me. The reason why we're talking about referring providers is because I've seen the attitude shift from  even when I first started talking to people in 2014, 2015, still many people thought that referring providers were everything that all the good patients came from referring providers, that it was like, it was almost singular as a referral source. And now I'm hearing people say that it doesn't matter anymore. And that's just not true either. I've kind of seen the pendulum swing here and we have some facts. We were doing an abstract.

And then in spring of 2020, when the world started to go, we were going to submit it to ASRM 2020. And then when the world took a turn, I decided that was not anywhere near the top of our concerns at the time, but we did get 250. Responses from REI patients, all people who had done at least one consult at an REI practice from all over the U S and what were the facts that we learned from them?

Stephanie Linder: [00:03:38] Yeah. So we asked these patients several questions and one of the first questions was, were you referred by a physician? Yes or no. And 60% of the REI patients said, yes, they were referred by a physician now that's still a lot, but it's still very far, of course, from a hundred percent. So then we asked another question, okay of all the different ways you can learn about a practice, so physician referrals, online search, you know, online reviews, there was seven or eight options, which of these were the most influential? And what was really interesting MD referrals while still number one, only 21% of people said that was the most influential and what was number two and three was also really important data.

So it, number two was location coming in at 20%. So neck and neck with the MD referrals, and then number three was recommendation from a friend or relative coming in at 19%. So very interesting to look at this data in this way.

Griffin Jones: [00:04:41] So Step another way, 40% of your patients on average are not being referred by a doctor at all.

And that's huge, but it still is really important. It's still 21% of people say that it's the most important physician referrals are the most important influence. Their decision of an REI practice. So that's still important, but it just a lot closer and a lot more segmented than we may have otherwise thought.

And I know that I have to make an important disclaimer here, which is when Stephanie and I say MD referrals. We mean physician referrals. We mean MD and DO referrals. There's a couple of DOs listening that are like, what the hell, man? Sorry. That sometimes really. It's just quicker than saying MD and DO referrals.

And then we don't have to say physician referrals, doctor referrals all of the time. So that's an important distinction to make you have multiple reasons that people are selecting the practice. You do need to know which is the single most influential. And that's why you have to do multi-source attribution.

So many people listening are doing single source attribution. You're asking people, how did you hear about us? I'm sorry. That's a very dumb question. I've talked about this on the podcast before I've argued with Rob Taylor about it. Who's an amazing marketer and you should listen to his episode, but single source attribution is like saying which beer got you drunk after you've had 12 beers. It was the 12th beer that got me drunk. Well,  sorta, but not really. And so when you get the best of both worlds in multi-source attribution He's asking people binary. Did you see or hear us  hear yes or no? What about here? Yes or no. And then all of those different options become the options where you ask of all of these, which is the most influential in making your decision.

And when you do that, you can start to see your patient's referral patterns change over time. So you don't swing from MD/DO referrals are everything to, now the internet is everything. You can see the nuance and the truth is that people  are coming to you from a lot of different ways.

And they're making the decision from a lot of different ways, but they tie in together and you need to be able to see that now that we've shown you, that it's not the most important, but, or it's not exclusively important. It's irresponsible to view it as exclusively important. Physician referrals still are super important.

We're here to talk about that strategy because of it. What are the six pillars that build a referring provider Strategy. 

Stephanie Linder: [00:07:24] So the six pillars that build our strategy around referring providers are number one. You have to make sure that your reporting is in line and cohesive. And we'll talk about that.

Number two is all the ancillary services. That's inclusive of things like semen analysis and HSGs and getting those ready to go. So OB's or any kind of physician can refer very easily to you. We'll talk about that as well. Number three is building the right content and number four is having the right events to promote and support that content.

Number five is the outreach with all of the referring sources and number six is actually making sure and following through that, those referrals actually come to you and convert. 

Griffin Jones: [00:08:10] We're going to go through these six different pillars. And it's important to do that because one of the questions we get asked all the time is should I hire a PL or not?

And that's a secondary question first is that you have to have the system. Then you can decide if you need one person, if it's worth it, having one person working that system most PLs will not be able to just set up a system like this. Some will, some PLs are worth their weight in gold. I think that many PLs are walking billboards and you're straight up wasting your money on them, but some of them are true physician liaison. So they are actually the liaison of the relationship between yourself and the other physicians in your area. They should be treated like gold. They should be compensated well. And if you're listening and that's not, you come work for Fertility Bridge because we're going to be, we're going to be opening up that client operational marketing seat to be its own position.

I might even already have that commercial in this podcast. I don't know if it's done. But Steph gotta be busy managing accounts. So if that's you and you want to do that for multiple clinics, you can come work for us. But for most people, I just don't, they're just not good at they're walking billboards.

So first before we hire somebody to go do that, we have to have them in a functional system. And then you don't have to worry about the walking billboard part, either fulfill the system or they don't. So what is reporting built from Stephanie?  

Stephanie Linder: [00:09:38] So when we look at reporting, we want to be sure there's very specific KPIs that are enjoined with it.

So here, we're looking at two specific KPIs. So what is your new patient volume and what is the total number of referrals, but within that number of referrals, we also want to look at the percentage of attribution, so the patient reporting. So these are the things that we'll focus on and you want to make sure that everything ties up to these two things. I guesse.

Griffin Jones: [00:10:07] And if somebody is listening, Hey, that's three KPI's. It's like, well, oh, well there's two main ones. And one of them gets split. So if your practice or your goals, aren't large enough to do a lot of outreach. Then you just need to measure these two things you need to know, okay, what are my new patient volumes easy?

And then I need to know the number of referrals, but they should be measured against each other in the ways that Stephanie says, if you don't have such big goals for growth, you can more or less stop there. You don't even necessarily need to do the rest, but before you put any substantial effort and resources into outreach, you should be reporting on activity across a few different categories.

So, okay. So we've got the main things to report on volume referrals and how referrals are split up. But once we decide we're going pass, what we're actually going to be doing enough outreach. Then we need to be monitoring the results of that activity. And you could break that up into six categories, which are what Stephanie?

Stephanie Linder: [00:11:14] So there's really three main reports. You will, of course, want to look at the people that are referring to you. And within those that are referring to you, you've not want to, not only want to look at the practice level, but you also want to look at your top 20 providers. So I say top 10 practice, top 20 providers.

And the reason is that there will be some folks that there's only an, a practice of 10 OB GYN, maybe only one is referring. And so they would normally fall down to the bottom of the practice lists.  But if you also look at it for providers, you can target and, you know, change your strategy a little bit to get that top referring provider, to start speaking to their partners and kind of spread the referral, use them to spread the referral patterns within that OB practice.

So that one is the most important, but I was the second most important is who are your targets for those that don't refer so same strategy. We need to look at the top 10 practices that don't refer. And then who are the top 20 providers that you want to target, whether they're in or not in that practice?

The next one is something that I don't see our clients do very often, so I wanted to bring it up. Who do you share patients with, but they have not referred? So all of your patients that get pregnant will need to, well that most will need to be sent back to an OB GYN for care and graduation. Very often those folks that you send back to, if they're pregnant, if they have successful pregnancies, you're naturally having a word of mouth referral and building your brand and reputation.

Hopefully your patient is speaking highly of you. But I was always shocked that people don't look at this list more often, because for me that would be the lowest hanging fruit. Hey, I'm sending patients back to why aren't we starting kind of a circle of referrals. So that would be the third, a report.

Looking at it again in the same way, both at the practice level and then also at the provider level. 

Griffin Jones: [00:13:23] I want to make that distinction for the listener too, because it wasn't immediately obvious when you and I were first talking about this, the referring targeting, not I thought, well, what's the difference between the non referring target at first?

And of course you could use this non referring patient sharing group to inform your target list, but it is kind of different, it's you have people that are, because we know that 40% of people are not being referred by a doctor. Well, they're still going to an OB when they have to deliver, they probably have a gynecologist, and those are the people that you share patients with.

And so if they're not referring to you, you still have that common patient that you can use to build that referral pattern. That was an important distinction. That you made that I think makes sense. If people want to see this visually go to the Fertility Bridge blog, you can see this article where we put in the different columns.

So you can see the different axes between practice and provider and then referring non-referral target, non referring and sharing patients. And so. If you're doing all of these things, you want to record them in you want to record your activity in a CRM. If you have somebody that's out there calling on these people and they are actually working a top 20 and top 10 lists for all of these, that's a lot.

You want to record that activity in a customer relationship management, a HubSpot  or Salesforce, you record the results, meaning who's actually referred in the EMR that, so if you've got your reporting set up, then we can start to look at other things that bring in referrals and what comes next on our pillars.

 


Stephanie Linder: [00:17:44] So the second pillar is ancillary services. And I want to share a statistic that I love sharing with our clients and really is kind of an aha moment is that 30% of patients that see your practice or a referral semen analysis or HSG will return to your practice for fertility consult within one year.

So this is a huge opportunity to get a referring MDs used to your practice. A lot of clinics don't do these ancillary services very well. Painful. So if you can make this process seamless, you will win over a new physician and it's a great entry point to get them to build trust and start referring for that initial consult.

 Griffin Jones: [00:18:27] So what are the steps in order to build that offering? 

 Stephanie Linder: [00:18:32] So we broke this down into four steps. The first thing is you just have to begin accepting outside semen analysis and HSG referrals. Most clinics do this, but I'm always surprised at folks that don't have an HSG machine or don't necessarily have andrology on staff.

So first make sure that's available and offered at your clinic. Second you want to promote that separately separate from, you know, the typical marketing brochure or patient facing brochures you drop off, you need specific content, and we'll get into that a bit later that promotes these services.

How do you send a semen analysis patient? What's the turnaround time? Make that very clear and contents. The third would be to provide a really good service. So your turnaround time at maximum to get these results back to patients. Should be 72 hours, if not sooner. And the fourth is educating these referring providers on what to do with these results.

And this can come in a lot of different ways through content, through events, through consults. I see a lot of people use our advanced providers to share this information back with the referring providers clinics. But it's clear that you educate them and be that source of education so they can begin to build trust and credibility.

So you can begin to build trust and credibility with these referring provider sources. 

Griffin Jones: [00:19:53] Okay, so we've talked about reporting, we've talked about ancillary services. What's the third pillar? 

Stephanie Linder: [00:19:57] So the third pillar is content. So once you've identify these ancillary services, you need a way to promote them as I referred to.

So you need to create this content, but even before jumping into the content, you need to make sure your foundation is set and you know, your brand guidelines are set. If that is not established, you need to work with fertility range, our work with your marketing team to make sure those brand guidelines are crystal clear.

But if that is establish, what you want to do is make sure that you pull out there were the three unique differentiators of your clinic, be of interest to the referring provider. Now I'm not talking about the same three differentiators that you talk about with patients, although it's quite possible they can overlap, but the three differentiators will fall into three categories.

And these three categories are your performance. This is an encompassing of success rates. What unique technology do you do? What happens differently in your lab? Is there anything unique with embryology? The second one will be all about the patient care. So this is where you get a chance to talk about your staff.

You as a physician and the way you communicate with patients. And then the third is the access to care. So are there financing options? Is it easy to get an appointment? Do you take a wide variety of insurance or if you don't, why don't you? So those. Differentiators are he to pull out again that are different from just the unique differentiators that you talk about to your patients.

 

Griffin Jones: [00:24:08] And this is where you can get really creative with things too. It's not just the pamphlet anymore. And I think you've all gotten the idea now that you're seeing so many of your colleagues destroyed Tik TOK and destroy Instagram that oh, doctors really are using this social media platforms. The rest of you that aren't doing that are using LinkedIn, like it's 2010 Facebook.

And so your doctors are in these places, this word is where you use your creative, because you're going to put them in different places, your referral pads, your referring provider page, which should be on your website. You should have a differentiator checklist, a preconception panel, and then how to interpret the essay guide.

And if you want to talk about that last one, I'll yield the floor to use absence. You said often find that's something that's missing. 

 Stephanie Linder: [00:24:59] Yeah, absolutely. So what often happens, not every clinic, but a lot is that they'll send the results of the seam and analysis back to the provider. And the patient is just unsure where to get the interpretation of the results.

Every REI listening to this podcast will agree with this when, how many times does a patient call you and can you give me my results of the semen analysis and your staff is tasked with no, you have to go to your OB for that. And that patient is very confused and that I've seen that lead to bad reviews on the fertility clinics page when it's not the responsibility of the REI, it's a responsibility of the person who ordered the semen analysis.

So the point of this all being is that if you can educate your OBS through written content through a guide, Through a video that says, this is how you talk about the semen analysis results with your patients. This is what a total modal count means. That will just prevent that from happening, which has such a ripple effect into your community, your referrals, your online reputation, et cetera.

So when Griffin talks about, you know, the pieces of content. That one is one of the most key ones that is not really done well in most clinics.  

Griffin Jones: [00:26:17] Should all be cogent with the rest of your marketing. You shouldn't be here's doctor outreach over here. That's just something we do to, we call on people. We invite them out to dinner every now and again, it's part of your brand.

It's part of the content that you create and getting creative is really important to have creative people and in messaging. These things is what helps you get apart from the herd that is doing the exact same things and having the same diminishing returns. So once we've got our content, now we can use that as a baseline for events, which is our fourth pillar, when you've got really good content, then you can create events about that. About those. And so what are some of the different events that people can build upon beyond lunches and dinners? 

Stephanie Linder: [00:27:10] Right. And I'm glad you made that caveat Griffin, because I think a lot of folks just think, you know, for sales reps or PLLs or physician liaisons that, oh, they just do lunches all day long.

And with the advent of COVID, all of a sudden folks are like, oh, there's no access. And they've given up, well, it's time to get creative. It's time to stop using lunches can be good strategically, but it's time. You know, just throwing $400 at the window and seeing what sticks. So the four events that you can leverage is the provider to provider meetings.

One-on-one I know we want to be useful of your time as a provider, but that sometimes they'll go further. Even if it's a virtual meeting than a lunch with 30 staff and no doctors. The second is provider to group visits. This can absolutely happen. And where a lunch strategically would make. But also a lunch does not always have to be done.

It could be something coffee in the morning, a snack people also just want to come and meet the provider for educational value. So if you can come and give them some kind of value or something, they'll learn that they can take to their patients. That's where you'll see the most ROI. The third is open houses.

I know Griffin, you challenged me on this a little bit. People want to see what happens behind the curtain, AK in the lab. And if you have a beautiful space, you have a lab with really cool technology. It's a huge opportunity to show this off, now this would be strategically used with a new doctor, a new location opening.

But I still think they are very useful and the last would be single topic, educational events. So it ties back to what I said is that OB's and you know, sometimes primary care providers, wellness providers are desperate for education around fertility. So if you can say, look, we're doing a virtual event, an in-person event, we're going to talk about, you know, the five markers that you need to look at for your fertility patients, people want to come to that. They want to learn and they want to meet you. So make it valuable. 

Griffin Jones: [00:29:09] All four of these can be turned into they can all be in person, they can all be virtual and go ahead and turn them into a lunch and dinner. If you want to. All I'm saying is the content of each of them should be good enough that you don't have to be buying somebody lunch or dinner if it's not relevant.

Okay. So we're making our way through our six pillars. We've talked about reporting. We talked about ancillary services like HSG and essay. We've talked about content. We've talked about the events that you build. Upon and beyond that content. So what is the actual outreach like? 

Stephanie Linder: [00:29:42] what's important to know as even with the best physician liaison in the world, especially as a newer practice, new location, new doctor, no one can replace the true REI and their relationship with a physician.

So your reputation must be trusted in order to really build and accelerate the referral network. Bottom line is you need to be accessible. You need to be present and you do need to communicate with these referring providers. So there are some places where the PL just can't fit in for you or replace you.

And so this would be allowing residents to do rotations. Just this, the relationships you have with medical schools, shadowing, and coming to visit your practices because eventually those. The OBS of the future. All the relationships that you made in residency are so valuable as you go into your future practice, our into your practice.

And the third would be your memberships in the specialty society. You need to show up to those. That's crucial to make those relationships after hours. And then also it's the grand rounds and the journal clubs. Again, you're educating the doctors of the future. And so what you do now does pay off three, four years down there.

Griffin Jones: [00:31:03] It's this ties into the content via events and everything else. Because as a referring as a physician who is referring, it was being referred to by other physicians. It's your relationship. And the more that you have to build upon and include the rest of your team and the rest of your practice, the more you are extending that relationship of which someone else can be the liaison.

And even though it's not your field, you can kind of get the example from what Stephanie and I do. Many people bought  Fertility Bridge for Griffin because people heard me on the podcast, et cetera. But guess what? I don't manage accounts at Fertility Bridge, Stephanie does and part of the reason that we're able to make that transition is one Stephanie's in the first sales call with people.

So even before somebody becomes a true client or at least in the goal diagnostic, She's in there. And so people are meeting her. If we decide somebody's going to move forward, we bring our project manager into this second meeting so that they're meeting these folks before we even move on. And since you haven't been on the podcast, Stephanie people are prospects. Oh yeah Stephanie, she's on the podcast with you. And so it's even more familiar to people. So you were including these other people with you in the content so that you can distribute the relationship. 

And it's almost like a boomerang with the content, because not only are you  being featured in the content, you're also contributing to it. And you're also getting your orders as far as our philosophy from it. So you're contributing, you're receiving and that's should be true for the entire group.

So all of our points of view, we are really firming out as you've been able to see. So when. Stephanie's talking to somebody there's a lot more for her to go off of Fertility Bridge knowledge than just, oh, this is what I think Griffin would say. And so by you really participating in the content in the events, you're creating a cannon, a Bible, or an authority for which your people can both contribute and they also have their orders to go off of from there. So I harped on that for a little bit, but I just don't think it can be stressed enough. You are the person from which people have the relationship. They don't want to make the substitute if you just drop it on them. But if you bring in the other people and they trust them, then it's a much smoother transition and you can do it too.

From the ways that we talked about the ways that your PL is going to do this is through total office calls, updating the target accounts, they should be also updating the wellness providers. They should be touching these people twice a month. They should be doing the coordination of the content and events, and they should also be checking up on those referrals after those events.

So that brings us to our sixth and final pillar. What is referral? Follow-throughs Stephanie? 

Stephanie Linder: [00:34:13] Yeah. I want, we'll get into that in a second, but Griffin, I want to make a point too, is that when you say, you know, your senior physicians bringing in. There are supporting staff. It's of course it's a physician liaison or the marketing team if they have it.

But this is also great for when you have a new physician, join your practice, you as the seasoned physician or a medical director, bringing the new physician in almost as to say together. Like you can trust them, just like you trust me. And that's also how you start to build a book of business and see the ROI on that new fellow or that new position.

And you almost give your blessing. I think that's really important because that's a really important thing to any medical director that is hiring new doctors. Like they need to get them busy as quickly as possible. And that's one way. But going on to the referral follow through is, okay, great, we're getting people to refer to you now. It's how can I, how do we keep them happy? So there's four key things that you need to do to make sure that this follow through happens. Kind of going old school with the first one is sending a thank you note for that first referral. Now we're talking about people who have never referred to you before and start referring.

So the old school written thank you, notes, Griffin. I know you're a big fan. But it goes a very long way and people just don't do it anymore. So Hey, Dr. Jones, thank you for the referral. The second is just making sure that you are tracking your semi monthly touch points twice a month in your CRM. And you're checking in, you know, this is what's updated with your referral.

This is some new collateral we have, et cetera. The third is the  post console or referral note that is sent back to the OB or primary care doctor immediately following the patient's console. 

Griffin Jones: [00:35:53] Talk a little bit about how that's different from the thank you note? 

Stephanie Linder: [00:35:57] So thank you. Note comes after, you know, you get the referral, let's say, you know, your PL or you as a physician or whomever, it shouldn't be checking weekly to say, okay, Dr. Jones sent me a patient for the first time it's marked in the EMR. Great, I'm sending them a thank you note right away to say this patient booked their console, thank you so much, you know, you don't have to get as detailed, although some people do to say the consult actually in six weeks, we'll keep you updated.

But the post consult referral note six weeks later when that console it happens with the physician. It's the physician's duty to say, okay and they have their specific criteria, again, we don't want to get too clinical, but there's specific criteria that say, okay, this is what they were diagnosed with, this is what we discussed. This is their plan of treating. And maybe they even less, like some of the genetic testing that they're planning to do, each clinic will be a little bit different, but it's basically a note to update the OB so they can keep it in their records to say, okay, my patient, I referred them.

They actually had the console. This is what they're moving forward with, whether it be IVF, third party services, et cetera. So it's a way to keep them updated on their patient. And then a way for them to know that eventually they'll be coming back to them for pregnancy care. So very easy to do this when you're a new practice or you're not busy.

This one often gets pushed to the side as a practice gets busier. And so the key is to create a workflow in your practice that this is templated a bit, or this becomes a part of your operations and it doesn't get pushed to the side. Once you get busy. 

Griffin Jones: [00:37:34] There you go, there are your six  pillars for referring provider strategy, reporting, ancillary services, content events, outreach, and the referral follow through. You need this system before you hire a PL if you're thinking about doing that, if you have a PL or multiple PLs, and you're not seeing the results that you want, or you have no idea what the results are its because one or more of these pillars are broken in the system. If you would like Stephanie and my help and Fertility Bridge's help, we can talk about that in a gold diagnostic, $600. It's quick, it's easy. You can make sure your people are on the right track. And hopefully this podcast was $600 of value just listening to it, Steph, thanks for coming on and going over this with us. And I look forward to getting into more detail in future episodes.

112: Positives & Trade-offs of Academic Medicine with Dr. Amanda Kallen

In this week’s episode of Inside Reproductive Health, Griffin Jones and Dr. Amanda Kallan debate the future of academic REI practices. They talk about the trade-offs as well as the positive future of academic practices. Being a Yale alumnus, Dr. Kallan is the perfect guest to share her view on the operation systems, marketing systems, and scope of practice an academic practice has versus private practice. 


Dr. Kallen, MD, FACOG, is currently a reproductive endocrinologist at the Yale Fertility Center and an Associate Professor of Obstetrics and Gynecology at the Yale School of Medicine.  Dr. Kallen runs an NIH-funded laboratory and has received multiple awards for research, including the Society for Reproductive Investigation “Early Career Investigator” Award for her work on mechanisms of reproductive aging.  Her clinical interests include fertility preservation, access to fertility services for her LGBTQ patients, and primary ovarian insufficiency.

In this episode we cover: 

  • Academic medicine practices’ shortcomings 

  • How marketing blends into the standard of care 

  • Distribution of funding for research

  • Operational differences of academic medicine practices (vs. private practice)



Dr. Amanda Kallan’s Information: 

LinkedIn Handle

https://www.linkedin.com/in/amanda-kallen-58b80959

Twitter Handle

@AmandaKallen

Website URL:

https://medicine.yale.edu/profile/amanda_kallen/


Transcript

Griffin Jones: [00:00:40] On today's episode, I'm a little bit skeptical of the future of the academic REI practice, particularly because of their autonomy or lack thereof. This episode has a great champion though, in Dr. Amanda Kallen from Yale and we talk about her view on the trade-offs of academic practice and the positive picture that she sees for the future.

Before we get into today's episode today shout out, goes to Dr. Michael Hill thought of him because he's at Walter Reed. So this academic topic made me think of him I have no idea if Dr. Hill listens to inside reproductive health, but if you text him, then I might get a text from, and then I'll know today's episode who better to talk about the trade-offs of academic medicine and the positives than a true Yalie.

Dr. Amanda Kallen did her residency at Yale, she did her fellowship there. She's working there. Now she runs an NIH-funded laboratory. We talk about the sacred power of NIH funding, and she's received multiple awards for her research her clinical interests include fertility preservation, access to fertility services for transgender patients and primary ovarian insufficiency.

And we talk about some of those interests and how she's able to pursue them to the degree that she wants to in her practice because of the positive trade-offs that she used of academic REI practice. So you'll see me get into it a little bit with her making her defend it more than I have academic guests in the past, but she does a terrific job.

I hope I was fair. I'll let you decide, enjoy this episode of Inside Reproductive Health.

Dr. Kallen Amanda, welcome Inside Reproductive Health. 

Dr. Amanda Kallen: [00:02:32] Thanks so much for having me. It's great to be here. 

Griffin Jones: [00:02:34] There's someone I've known in my periphery profile, I have never actually known you, we've never actually met, I just remember you being one of the earliest people on my emails. And I don't remember all that happened to you. 

Dr. Amanda Kallen: [00:02:46] I don’t and I, you know, I was, it was an honor to hear from you because  I think, I guess I've been out of fellowship seven or eight years now, but I don't you know, and this is a new opportunity for me, so I don't know how we ended up on each other's radars. Well, I know how you ended up on my radar. I get your emails and I've listened to your podcast, but it's nice to be here. 

Griffin Jones: [00:03:04] It's nice to have you. You're here representing academic REI in some ways. Omurtag, Bortoletto, Feinberg, and a few others. I will admit that it's one of the areas that I neglect. I'm more guilty of neglecting lab business than I am academics but I am pretty guilty with both.

So if there are people that are listening feel that I don't give academic REI a fair shake. You're more than welcome on the show. If you can give it some sort of angle to the rest of the show's themes. And one thing that I like to start with is just why academic. And there's a lot of younger doctors that listen, some going into academics some getting as far away from that as they possibly can.

What are the pros? 

Dr. Amanda Kallen: [00:04:00] Yeah. So, you know, I think the pros are that you can kind of have your hands in a lot of different things.  You know, the caveat for me is that I have only practiced academic medicine. I, like I said, I finished my fellowship in 2014. I joined Yale, which is where I did my fellowship.

So I'm a physician here now. So this is all I know. But that being said one of the things that drew me to pursue academic medicine and to stay was just that I kind of couldn't choose. I wanted to teach, I wanted to be able to continue research. I did bench research, some clinical research, but mostly bench research as a fellow.

And I really liked that it sort of fit I think a need for me to have some time to be sort of delving into a question, being very, hands-on doing my own thing at the bench and then returning to patient care for part of my days as well. And I didn't want to give that up. I had a wonderful mentor, who I could talk about sort encouraged that.

And then from the clinical standpoint, I really liked I loved infertility. That's one of the reasons I went into REI, but I also loved, I think the things that you, that people may see a little less of in private practice I started out with a really strong interest in pediatric and adolescent medicine.

And some of the things you see in that space you know, precocious and delayed puberty uterine anomalies. I did a rotation during my second year of fellowship at Cincinnati children's and I saw a lot of just really cool pediatric surgeries there. And that interest has kind of shifted a bit more to some other clinical interest as well.

But you know, I think being an academic medicine allowed me not to let go of any of those things that I wanted to do. And you know, it's you know, there's other challenges and sort of deciding that you want to do academic medicine and I think making the next step to finding a spot.

But it was really about sort of wanting to keep my hand a little bit in a bunch of different things. I think. 

Griffin Jones: [00:05:53] How much control does one typically have over that, but in terms of their teaching responsibilities, their research responsibilities, their clinical time, how much is that? How are expectations for a set of what that is going to be if people have those interests that while they might be thinking they might be seeing, they might be spending 80% of their time versus how has that delineated? 

Dr. Amanda Kallen: [00:06:21] Yeah. So, at least in my experience, I had a fair amount of, and I have continued to have a fair amount of flexibility in what I have focused my clinical practice on.

Know, I think all of my partners and I see infertility patients right now I have a particular interest in in seeing transgender patients and doing fertility preservation in the transgender population. And that's something that I've been able to really build on and focus my practice on a bit more.

And I've had full leeway to do that. So I think in, you know, and again, every practice is going to be different, but in terms of like the, just the pure clinical piece, like the kinds of patients I see in the work that I do, I've been able to really tailor my practice the way I want to, when it comes to like giving up your time, you know, if you look at a particular week How many days of that week, you're going to be seeing patients or how many days of that week you're going to be doing research or doing surgery or teaching?

I, that part, I think depends on more what else you're bringing to the table in terms of funding. So I have a lot of protected time to do research because I've been able to acquire a fair bit of grant funding, research funding over the last years. More in the last couple of years. 

Griffin Jones: [00:07:30] Are you doing that grant writing yourself?

Dr. Amanda Kallen: [00:07:33] I am. I get a lot of I do a lot of sort of workshopping with people in terms of fine-tuning the grants, but the grant writing is coming from me and it's certainly a labor of love and sometimes just a labor. 

Griffin Jones: [00:07:45] It sounds like a labor because it does.  On one hand, it's like, well, you can, you're free to pursue different things in asterisks.

If you can get the funding and that isn't always easy to do, or I don't know the specifics of grant writing for REI research. What is it like? 

Dr. Amanda Kallen: [00:08:06] Yeah, it's been so, you know, as someone who does basic science research, you know, so if I think back to how I kind of got started, what I had to do, you know, and I think a recommendation for people interested in like basic science research.

What I ended up doing was in my second year of fellowship, going into my third year,  starting to apply for like training grants. There's different ways. Come out of fellowship with a pot of money that will protect some of your time, so that you can keep doing that research. And I ended up with one of those, is called the reproductive scientist development program.

And that gave me about five. It was five years of salary support so that I could actually protect about 75% of my time for research. And about 25% of my time was clinical and that's not, you know, every week isn't like that some weeks are more. 

Griffin Jones: [00:09:02] Sounds like a big grant then.

Dr. Amanda Kallen: [00:09:02] Yeah. And that was the that's the intent of that particular grant it's specifically for like reproductive scientists.

OB-GYNs who don't necessarily have PhDs, but who want to do research that someone else might do, who came out with a PhD. And so that protected my time for about five years. And then there was a span of about two years where I really was cobbling together money from little grants here and there, wherever I could get it.

And you know, at some point my department has been incredibly supportive in terms of the hard jump to make from being a trainee to be, to having sort of independent grant funding. And it took me about seven years. But at some point, you know, having conversations with my department, they're like, listen, you're going to need to take on more clinical days.

If you don't have money to, you know, you got to pay for your time from somewhere. So I think it'd be from grants or from clinical time. And then at the time, the timing was such that kind of right around that time, a bigger independent grant RO1 came through. And so, so for me, I'm able to protect that time because.

Paying for it out of grants. Certainly, I think there are positions where a fellow might come out or someone might move and there might be some kind of like startup package or support for research or time for research, but the kind of the most guaranteed ways to, to pay for that time with funding.

Griffin Jones: [00:10:24] How common is it that physicians are securing their own grants? Is it also common? Maybe the division chief for someone else had secured grants and there's brands lined up coming from somewhere else within the university and a new doctor as an employee, not as a fellow being trained can walk into how common or not common is that relative to them securing their own grant funding.

Dr. Amanda Kallen: [00:10:52] Yeah, I think that's that's definitely something that happens and that's You know, I'd say probably that's a little more common. Because, you know, for example, I'm, I have my own funding, but I have a small stake on a couple of other grants where I do a little bit of work for people here and there.

And those I'm not the PI. Principal investigator, but I, you know, have my name on them and I participate them. And it certainly, I can think of other people in our department who have similar sort of roles in like bigger clinical projects, you know, patient recruitment, grant writing, that sort of thing.

So there's a lot of ways to be in an academic practice. There's a lot of ways to be involved in research that don't have to mean carving out this huge block of time to be standing at a bench. You know, doing basic science experiments, that's just one way to do it. But yeah, certainly to your point there, there can be ways to collaborate and get involved with other practices.

And I think that's really the way a lot of academic medicine and science is going is around sort of building these larger collaborations and working with other people because it is so hard to get money right now.

Griffin Jones: [00:12:00] I want to talk about that, but even, so that's one thread I want to go down. There's a second saying on this one is it.

Not even bringing in other people, but is it fairly common just to say, Hey, I have funding secured for this research, I'm not going to do it myself because I'm working on these projects. But you as the new employee, this is something you want to research. I've already gotten the funding is that common or does that not happen? 

Dr. Amanda Kallen: [00:12:29] Yeah. And I would say that's very common and it could happen in a couple of ways. You know, one of one of the grants that I have, I wrote it that way and I designed it that way so that a collaborator who I work with gets a share of the money or doing a portion of the work that I don't have the time or the expertise to.

And that's, I think true of a lot of collaborative research. Like we, we can't all be experts in everything, but you can identify an expert and see if they'll collaborate with you and give them some of the funds to do that work. 

Griffin Jones: [00:12:56] Those are the questions that a new doctor, academic job to be asking is these are my interests?

Is this BYO funding? Or question two might be, do you have what projects or research areas? Do you have funding allocated for?

Dr. Amanda Kallen: [00:13:15] For sure and I think, and again, cause it's can be hard to secure funding. I think I would go in, if I was interested in research, I would be asking what sort of projects can I get involved with that are ongoing?

What support is available for XYZ project that I'm interested in? What sort of support is there if I am working towards a grant, but don't have one yet? And then time, like what sort of time could be allocated to me to do that one? That would definitely, that would be a question that I would ask.

What kind of collaborative projects or what are people involved with already? That's collaborative and that's available for collaboration. 

Griffin Jones: [00:13:52] So that's one thread that I want to go down is the collaboration with other entities and institutions. First, I want to dive a little bit deeper and build your practice the way you've wanted to mostly, can you talk more about what that means?

Dr. Amanda Kallen: [00:14:11] Yeah. So, you know, I think as a, you know, as a fellow starting out, I would see whatever anyone referred to me.  And so my initial practice pattern was really a little bit of everything. I mean, You know, infertility you know, abnormal, uterine bleeding, uterine anomalies, septums endometriosis, fibroids, acne, you know, kind of a little bit of all sorts of things in both the infertility and kind of the endocrine surgery spheres.

And I think as I've practiced longer I've not only have I wanted to sort of narrow that down a little bit and try and kind of focus more on my own interests, but also I've had to because and this is one of the downsides of academic medicine. You know, if you think about, you know, 25% clinical practices about a day a week, obviously that bleeds into every day.

And I'm answering patient messages and calls every day. And surgery happens on other days and there's weeks where I'm on call I'm in the clinic every single day. But when a patient calls up to book with me she will be offered one, the one day that I'm seeing patients and that books out a fair amount, because it's more limited availability than my partners.

And so I really have had to start to narrow down kind of into like a niche-specific things that I want to do. So I think that I'm fortunate in that the practice has allowed me to do that and then supportive of that. But if I think just in terms of the volume and like the wait times we would've had to do it anyway, you know, I would need to do something like either stop seeing new patients or sort of limit the kind of new patients I see because at some point, you know, it's a balance between, you know, you're trying to do everything. But you want to do the things that you do well, and you want to provide your best care to patients too. And I think that is starting to involve kind of limiting the scope of practice a little bit.

Griffin Jones: [00:16:11] So you've been able to build more practice, mostly in clinical focus. But what about operations, because this is where I get really skeptical. When people tell me, then they'll say it on the show and they're great academic docs and say 'sure' you know, we just have to get approval and we need to go through this.

This is not what I'm seeing happening in the real world. So talk a little bit about operations and when you want to make operational changes you may be communications or image changes or HR types of changes within your organization. Talk about that a little bit. 

Dr. Amanda Kallen: [00:16:55] Yeah. I think what you know, I would agree with what you probably have heard from, you know, others that it, Um, I have less control over those things. And I think, you know, I was listening to your podcast with Eve Feinberg at some point recently and sort of how she was describing like how control changed from a private practice to the academic model and kind of working in a bigger hospital system and how that control changed.

And I have had the same experiences, some of the changes I can make, you know, I can just tell someone, you know it, for example, I basically said I'm going to start limiting my patients. The justification is that my first new patient visit is the end of September.

And that, I think there was no sort of pushback with that big, bigger things do happen. And I think you've used these words more by committee or more at a sort of level above my pay grade. So, you know, staffing changes. You know, I don't necessarily involve my input marketing doesn't necessarily you or  I should say I have input in those things, or I can voice an opinion in those things, but those are not decisions that are made by me.

And in some ways, it's nice to not have those responsibilities. But certainly, I think for someone like me who like to have a lot of control. There are some areas where I have a lot of control and somewhere I I have a little bit less and I think that's the nature of, you know, again, I don't have a private practice background to compare it to, but I think that is going to be the nature of working in a hospital system.

Or an academic medicine system, is there many more sort of stakeholders or decision-makers beyond you know, beyond yourself and I think that's part of why I like to have my research and teaching hats so much is that, you know, I can do my patient care. I do it in the you know, in the sort of within the constraints of academic medicine, but the pros and cons that go with that. And then when I put on my research hat, I am in full control of that, you know, I decide when I want to get up and start writing, I decide where I want to write. I decide if I want to come to the office or if I want to write in a coffee shop that day, you know when we're having lab meetings.

So, it is a nice balance in terms of feeling like I have control over a lot of the things that I do. 

Griffin Jones: [00:21:47] That's what I wanted to ask you some more about is that trade-offs, it's clearly a trade-off and I want, see what's valuable enough to what type of physician profile to accept the trade-off of the lack of control in certain areas.

Because when you're talking about different departments and committees, It's already driving me nuts just from what I learned from you in our 5 minute conversation, but I'm the principal of my company. So I have a proclivity towards a certain way that isn't for everyone. You talk a little bit more about the trade-off

what is worth to you, I guess to say, you know, what, if I don't have controls over these areas, that's okay. Because I'm getting a, B and C more about those. 

Dr. Amanda Kallen: [00:22:36] Yeah, I think I would imagine that in every sort of practice model, there is some relinquish relinquishing of control somewhere. And so in my practice model where I relinquish some control in terms of those bigger decisions that might be made, you know, in with us as a group or, you know, at the level of the administration where I have pretty much full control is in, you know, what kind of patients I see the breadth of patients. I see now, which I don't think is necessarily going to be true in a private model that's more infertility-based.

How many well, I should say how, whether or not the type of patients I see, bring in a lot of revenue. You know, so I don't have to worry if I want to build a practice around transgender medicine or pediatric adolescent medicine, as it relates to REI or fertility preservation, I don't have to worry about it.

You know, how much money that's going to bring in for the practice. I mean, I don't want to say I don't have to worry about it at all, but it's much less of a consideration. So I really do feel like if I want to fit in a particular patient, I can do that. You know, if it's especially if it's something that interests me and I can provide that service for the patient.

And then I think, you know, think, you when you said, you know, liking to sort of be in charge and, you know, having control, I think I'm the, you know, I'm in my lab, I'm the CEO. I, you know, I run the show, I have absolute and total control in that space. And so I think that balance is kind of the clinical piece of things.

The other way, I would say I have a lot of control is just in terms of flexibility. So I can, you know, on the days I'm seeing patients are fairly set, you know, I alternate Mondays and Wednesdays in two different locations. But my other days are really mine to structure. And that could be coming in and, you know, taking my lab through some experiments today.

It could be, you know, especially during the height of the pandemic, writing a lot from home writing from the parking lot at my kid's school, if I have a few minutes, you know, it, there a lot of the work there's a lot of flexibility and not all of the work, but a lot of the work there's a lot of flexibility in both where I do it and the times in which I do it, which for me, I really like, you know, I have a family, I have a five and a half year old son and to be able to.

I'm also a really early bird, but I'll get up at five. I'll write for a while. I'll work on a grant or a paper. I'll think they can just Google. Then I'll come into the lab. And and I'm able to kind of structure my day around things that are important to me, but also get those things done. Clinic days are obviously less flexible.

I'm coming in and starting at a certain time and finishing at a certain time. But that's a real plus for me. I really. I liked being able to do that. 

Griffin Jones: [00:25:29] I think a study on the sleep chronotypes of REIs would be interesting because my guess would be that many of you over-index for that early bird profile? There's probably a couple of night owl REIs. I feel bad for them, you've given us a good picture of the trade-offs of what you're getting and where you're not getting and that's I think that is. A good framework tab going into any position because in society there's a big emphasis on entrepreneurship right now.

It's just, it's not so glamorous. It's not all of the Instagram stuff. I get a lot, but I also give up a lot. And when I'm rooting for people, I try to be very specific about the roles of their seats, because I try to recruit intrepreneurial people. These are people that don't want to deal with the HR. They don't want to deal with taxes or insurance or government or that those levels of responsibility of owning a business and, but they want to own creative. Let's say they want to own digital strategy and those are the people that I look for and it sounds like you were able to strike that trade-off before I move on to the next mini subject, was that explicit when you were moving into this job or interviewing for it or applying for it?

I know you did your fellowship there, so maybe it was a bit more, just came out during your training, but how much of that was explicit as you were pursuing this job?

Dr. Amanda Kallen: [00:27:07] You mean in terms of the, just like, how, like how's the day would be structured or how much would be like yeah. Yeah. It was, I would say it, I knew it was explicit before I started the position because I, you know, I started sort of, I was fortunate and that I was coming out of fellowship with some grant funding and that grant funding mechanism actually specified she has to have X amount of protected time. So that made it really easy\ without that it would have been much more of a negotiation, you know, happy, you know, we cannot, you know, if I was going to a different place, we can offer you 50% protected time for research and 50% clinical or something like that.

And I do think in most places you would leaving fellowship and going into an academic practice or staying. You would want to start with that explicit sort of discussion about what can be offered in terms of protected time? I think what was nebulous for me was that that was always going to change depending on,

where the grant money came from. You know, so I had that time of that timeframe of five years that I had that protection. And then after that, it was, are you going to get any more grants or not? And if you don't how are you gonna pay for your time? And it's going to be seeing more patients. And so,  but yeah, I think for me it was fairly clear what things would, it was fairly clear what things would look like initially and then sort of nebulous. I mean, I remember thinking in a sort of panicky way, like three or four years out, like, I don't know what two years from now is going to look like, because I have no idea if something else is gonna come through or not. So that part is can be scary. But initially it was pretty clear.

 Griffin Jones: [00:28:46] Okay. I want to start to explore the future of the academic REI practice. I have a feeling that the top of the control is going to come back within that context, but I am curious about what you think is going to happen with these partnerships, these purchases that starting to happen because I don't know that I can speak on this definitively enough.

It's just what I'm starting to see, which is, I feel like this new wave of private equity consolidation and network groups or network partnerships, whichever nomenclature, someone prefers is finishing off the job. That the private docs started 25 or so years ago in taking some of these REI divisions or at least, you know, the IVF practice out of it or moving in, but it's their umbrella in the university's room.

Talk about what you see happening there, or if you can't speculate what you are starting to observe with that.

Dr. Amanda Kallen: [00:30:01] That's a great question. You know, I think for someone, you know, like for someone who's in my position who has some protection through funding for research, wherever that comes from, I think that'll continue. You know, I think that. There's always going to be this sort of tension and, you know, this exists even in my practice now.

And I think everywhere when, or as an academic physician or physician-scientist there's always this sort of tension of, should I be doing more research? Should I be seeing more patients and, you know, and how do I split my time? And, you know, when things get busy,  when COVID happens and volume, you know, for us volume dropped obviously, but then picked quite up a bit after, you know, should I be giving up some of this time to be doing more clinical?

Should I be taking call? I take the same amount of calls my partners. And so I think that I think some of that tension will be. Will be sort of resolved or kind of depends on where that, where the protection for that time is coming from. I would imagine. And again, this is just purely speculation.

I would imagine that as practices change if someone doesn't, you know, I the amount of time that an academic practice might be able to give to a physician-scientist or an academic physician to, to devote to. You know, thought work and grant writing and things like that might change unless that time is protected by a funding mechanism.

I'm not quite sure if I'm making sense. 

Griffin Jones: [00:31:43] What about how those funding mechanisms would work in such partnerships, like would these institutions issue grants to institutions that are either owned entirely or partly owned by entities that are profit-generating organizations? 

Dr. Amanda Kallen: [00:32:03] Yeah, I don't know. I know that, you know, I'm thinking of a colleague of mine who has a practice model where she part of her employment comes from a medical school, an academic center, and that portion of her time is her time to do research is her time to do teaching is her time to build the sort of the academic pizza's the REI practice.

And then half of her time is paid for by a private practice where she does that work. And so I could see very easily things turning into something like a practice that was maybe absorbed, where there was an academic focus, maybe turning into something more like that, where there is still time available to devote.

You know, academic medicine because places need fellowships. You know, we need academic REIs. I don't think that'll go away, but maybe. 

Griffin Jones: [00:32:51] But I think that's why it's going to happen. What's the hardest thing for most IVF centers right now is recruiting doctors. We had, this is not a private conversation, we had Mark Segal with US Fertility and he speculated that they might get 14 of the 44 fellows for. Partnership or four groups like that's hard to compete with. And so if you're one of the larger groups, you have the opportunity to purchase, at least the, maybe not the REI division, but you're buying the IVF center and you're starting a fellowship program through their work or now your fellowship program is joint with the academic center. And it's certainly not everything from a recruiting standpoint, not everyone goes to where they did their fellowship. Even if it is a, they have the private or the public, excuse me, the academic route to go either. But but it is an advantage and I think that's my speculation that we're going to see more of that.

Dr. Amanda Kallen: [00:34:00] Yeah, you know, and in my experience, I have not seen, you know, you sort of asked the question of like, will funders want to give money to people practicing in that model, that sort of split model. And I haven't seen that's a consideration like I, you know, and I've read a bunch of grants at this point, and I have never been asked to account, except for maybe on training grants.

I've never been asked to account for how my time is spent when I'm not doing research. What I've been asked to account for is? What have I produced? And what are the resources behind me? So, you know, I have Yale behind me and all of the resources that, you know, Yale can provide and who are my collaborators,  know, that's a big piece of it is who are you collaborating with? What expertise do they bring to the table if you're junior? And I haven't, had to sort of defend, you know, well, I do see patients 25% of the time our practices changing, or it's not, or we're seeing more patients because of COVID-19 COVID is kind of presented a different situation because everyone's research, practice patterns have changed but I think as long as somebody can buy has, or confined the time to get the work done, either by him or herself or in a collaboration, I don't think funders are looking at what are you doing with the rest of your time, as long as you're productive with the time you have and that kind of brings me back to the, you know, what I think is one of the pros or cons, depending on how you look at it of like being in a field or a practice model, like this is I just have to produce, and it doesn't matter,

how or when, or where I do it, I just have to show at the end of a funding year that I've gotten the things done that I said I would do. And so I think when they're deciding, you know, when there's not going to be more funding, they're basing it on did I get done the things I said I would do? It doesn't matter if it's four in the morning when you know, up as an early bird or on a weekend or on vacation, as long as I get those things done.

So I know I sorta took us tangential a little bit, but I think.

Griffin Jones: [00:36:04] Well, I'm with you there. And if I'm being speculative and playing devil's advocate for private or large groups, partnering, buying part of academic divisions, I suspect they would say maybe they even said it on the show and I don’t remember; that they can be grant funders as well.

So they can then contribute from their profits to the research of the Institute. 

Dr. Amanda Kallen: [00:36:31] For sure. And that, I think that speaks to the fact that we are having to be more creative and unique in the ways that we get money, because sort of the, I think the classical or traditional ways of getting funding, you know, you think like in an academic, as an academic physician scientists and the sort of holy grail is to get an NIH RO1 and show that you have this like independent funding, but that's, you know, those are harder and harder to come by.

And that's not the way that a lot of people are getting funded. A lot of people are getting funded through, you know, private grants, you know, through companies or groups, funding their own research. Exactly as you said so, yeah, I think, and I think that's kind of a plus of, I think that's, can only be a good thing is, you know, having more money available to ask and pursue these research questions, wherever it comes from.

Griffin Jones: [00:37:24] Let's talk a little bit about the future in the sense of control as it is now because I really see some institutions having their hands tied behind their backs. And when I started in the fieldset seven years ago, I think it was really just marketing was really just bringing new patients in but over the years, since people have been coming so busy, it's less about bringing new patients in most centers don't new patients in the door, but it, the same things that we used to bring new patients in the door are now used to reeducate patients are used to help them align with self-select, what they want out of a provider to educate them on the process ahead of time.

So that they're not calling the nurse all the time to reset expectations because they're coming in with Uber, Instacart, Airbnb type of expectations or Amazon expectations where everything's instant. So the same things, the same channels and content and styling that we used to do to bring people in the door we're now using to help people.

Self-select better be more educated, have more rapport with their physician and make that process easier on them, easier on the practice and I'm just like I'm seeing academic centers catch up with 2015. Right now, Amanda, congratulations you guys finally got Instagram! Already on the next thing. And so, I even sorry to put Yale on blast, that website looks like it's 2010 and because it's in Yale's website is not you probably I'm making an assumption that you guys can't have your own. So like, I just see the, what I've talked about for the past couple years is what starts off as marketing often just becomes part of the standard of care. It's how you communicate with people. It's the values you stand for, it's how you galvanize your team. 

And so I don't know, that's kind of a rant. I don't know if it's a question, but love to comment.

Dr. Amanda Kallen: [00:39:46] I would agree with everything you've said about sort of how marketing is different in a larger academic center. I think it's funny. I had a patient a few months ago, come in and, know, said I'm all over Instagram and you are, Instagram is terrible. It needs a lot of love and I think you're right.

Like we I think something I'm envious of and also I'm happy to have no part of is how intense sort of the marketing has to be in private practice or often is in private practice. You know, I see my counterparts doing this amazing outreach on Instagram and Tik TOK and videos and all of those things.

 And we don't do that to that degree. I think some people do individually but a lot of that does have to come from Yale rather than, you know, us, I mean, I could do my own thing. But it does of happen at a different level. 

Griffin Jones: [00:40:47] They don't have to do that for marketing to bring in new patients anymore.

Maybe they did six years ago. I think they, prior to that, that they did have to do it to meet those volumes. They don't need to do it for that reason, but now they can do that. And these people will tell you that their patients listen better. They ask better questions. And as one of them has said, it's partly because you're otherwise, it's such a one-way street.

Someone's coming into your office and they're telling you how everything and they're telling you everything about themselves and they know nothing about you and this balances that a little bit, and it also helps to reset expectations important and I just don't see, I don't see academic centers catching up as quickly because they're used to not marketing, but now that we're beyond marketing, they're still behind.

Dr. Amanda Kallen: [00:41:48] Yeah.  And I guess, you know, my way of sort of dealing with, or coping with that is, has become on an individual patient to patient basis. I think I can't you're right. The marketing is not something that I have a lot of direct input in. And so I don't necessarily have a lot of control over how the patient hears about me if it's through. And I know what we're talking about, both new and return patients or how the patient hears back from me. We've got this patient portal you know, the hear back from our nurses, our MAs, but I think what I try to do is deliver that in the visit, I mean, I'm, you know, when I'm seeing a patient I'm and this is true, I think of all docs, but I'm pretty transparent about, you know, myself and my own experiences, you know?

I have a patient who's having a miscarriage. I will share that I have had two, and, you know, and really try and sort of be an open book in terms of that back and forth. So that even if they're not getting it from me through social media, that at least they are feeling like they're getting that from me in the visit.

I think that whenever you have a practice, like ours is structured. The other thing you need is a much better infrastructure slash dedication to keeping those lines of communication open because you know, and I talked about this before, but the other piece is just that the patients can always get ahold of me because there are days when I'm in, in lab and not seeing patients, or it can be hard to get back in for a return visit.

And then that gets frustrating. So I think trying to do as much as I can in the visit to make that to build that connection and then make sure that the frontline people who are working with my patients, the medical assistants, the nurses, the staff to make sure that the patients feel like they have an open line of communication with me, even if there are some intermediary steps along the way, if that makes sense. 

Griffin Jones: [00:43:46] It does make sense and at risk of this belief, belaboring, this point listeners are by like, perfect move on. I'm stuck on this because I think I can thread the needle here. It's the constraint that you're talking about. I have no doubt that you do everything you can to maximize that you have with someone when they're face to face with you, that you are authentic.

I've only known you for an hour at this level, I get that from you. And I don't doubt it for a second. You have that constraint versus other people that they have the same time and they have other mechanisms to leverage that time because we know how so many patients meet a doctor for the first time they come to the clinic for the first time they're a deer in headlights and they can absorb maybe 15% of whatever the interaction involves and this podcast that you're on right now, all of the content that we create about all of our systems about all of our processes is all pretty much for one purpose, which is that when people want to do business, that they actually show up and can receive what I'm telling them and share about themselves.

And they're willing to do that because they've listened to a hundred podcast episodes that listened to my book. They at that point, they're ready to say, okay, we're ready to share with this guy. And then I can get what I need, which is just a fricking business objective all of this whole operation is just so that people will come to me and give me an honest business objective that I can say yes, we can do that.

Or no, we can't purchase like this dance. And I know that it's not the same with patients in terms of skepticism necessarily. But often it's just that like that deer in headlights impact. And if academic centers aren't able to just create content everywhere and do it in creative ways and fun ways and novel ways, then I just see other groups.

Or other physicians at a big advantage for how they're able to treat patients. 

Dr. Amanda Kallen: [00:46:07] Yeah. And I think I completely agree with what you're saying. I would like to see our content creation or marketing. Be even more ahead than what it is, I have seen a big push in the last couple of years in terms of doing that, it's still on our, you know, it's on our website.

You know, you can argue that needs some love,  but I do think there is a lot more attention than there used to be to that and I think at the end of the day, patients will, you know, they'll look for the provider, that's the right fit and if the provider that's the right fit or the doc that's the right fit is the one who has that active presence or that really up-to-date content.

And then they're not necessarily going to come to me. You know, if it's a patient who likes the write-up about me or has, or, you know, I think, and this is really more the case for like my type of practice is word of mouth or referrals. You know, I'm a private OB-GYN, we'll have a patient who maybe has had a good experience and they'll say, go see Dr. Kallen, you know, she has an atrocious list. But you know, give it a shot and that's, I think often, you know, maybe the kind of patient that will end up in my office is a certain kind of patient who maybe doesn't place more value on some other things than the social media piece. And I'm not saying that's not important, it's critically important.

You know, if we're not sort of doing it at the same level that some of the private practices are we do what we can with what we have. 

Griffin Jones: [00:47:47] Well, I'm going to give you the final thought of that. I'm going to be slight, I'm trying, I'm going to try to not be so self-serving I think a good lift for this task for academics started listening is if you were allowed to do our goal diagnostic I know that most academic centers will not be able to move on to the education phase with us. I think that's totally fine, but if they can't swipe a credit card for $600 and sit with their principals of their division to talk about some of these things too, at the very least get attention from their center and that they will get that if they do that and they bring that to their health systems.

They might not go with us after that very likely they won't, but they'll at least get some attention from those people. They will perk up if somebody else is looking at their stuff making a couple of suggestions. And so the litmus test is if they can't do that then I think that is really just a site, one lack of autonomy.

But I do want to give you the final thought and you can wrap the bow on it, however, you want if you want to give one to rebut that idea on control if you just want to talk about the future of what you think academics, REI practice will hold or advice to those entering it. I give you the stage.

Dr. Amanda Kallen: [00:49:14] Yeah, I think I guess I would just sort of wrap or circle back to kind of, I mean, I think that you know, the the issue of control as kind of come up in different ways through this interview, I think,I guess my take home would be, you know, well, I think like any practice, there are some areas, you know, in the past that I've chosen like academic REI.

There are some areas where you have a lot of control. And somewhere you don't and I think it ends up being that some of the areas where I have less control are also less of my time, you know so if I bristle a little at lack of control in some areas at the end of the day, I am seeing patients for this portion of my week.

The rest of my week, I have a lot of control and I have control over, you know, even a fair number of things, you know, my clinical day-to-day practice. And so I think it's I think at the end of the day, it's all about just kind of perception. And if, you know, Where you would like to sort of have the most autonomy because none of us are gonna, I mean, none of us not, that's not true.

Many of us coming out of fellowship may not have it in every aspect of our day-to-day practice. So it's just where you get more of it and I think where you get less of it. And then if that aligns with your goals for how you see yourself practicing for me coming out of fellowship into an academic practice very much aligned with what I was looking for from day today.

Griffin Jones: [00:50:45] And you've had to defend, or at least expound those trade-offs in this interview more than many academic REIs who have been on the show. Probably because I noodle on something after a conversation. I want to dig more into that, or I don't think stuff gets the front of it so you've done a very articulate and compassionate job of explaining and perhaps promoting those tradeoffs, Dr. Amanda Kallen, it's been wonderful to have you on. 

Dr. Amanda Kallen: [00:51:20] Thank you. It's been really nice being here. I appreciate the conversation. 

111: Stay Culturally Relevant by Learning from All Generations with Dr. Angie Beltsos

Dr. Angeline Beltsos on Inside Reproductive Health.png

This week on Inside Reproductive Health, Griffin Jones and Dr. Angeline Beltsos go down a thread of the multi-generational value that happens from colleagues mingling with each other. It’s important for an organization to learn from both the young and old to gain fresh perspectives. Organizations that do this well have many short-term and long-term benefits like being able to recruit well and staying culturally relevant long-term.

In this episode Griffin interviews Angeline N. Beltsos, MD. She is the CEO and Chief Medical Officer of Vios Fertility Institute. She is double board-certified in Obstetrics and Gynecology and in Reproductive Endocrinology and Infertility (REI). Dr. Beltsos is also part of the Clinical Research team at Vios and participates in a number of research projects and scientific publications. She has received numerous awards in teaching and has been honored as “Top Doctor” from Castle Connelly for several years. Dr. Beltsos is the executive chairperson for the Midwest Reproductive Symposium International, an international conference of fertility experts.

Topics discussed include: 

  • Learning from different generations

  • Principles of leadership

  • Leading as an executive

  • Recruiting younger doctors

  • How to be culturally relevant while aging

MSRI Conference: https://www.mrsimeeting.org/


Dr. Angeline Beltsos’s Information: 

LinkedIn: https://www.linkedin.com/in/angie-beltsos-b33a846

Facebook: https://www.facebook.com/angeline.beltsos

Website URL:  https://www.viosfertility.com


Transcript

Griffin Jones: [00:00:00] [00:00:00]Today. I talked with Dr. Angeline Beltsos about what it's like to start a meeting in the field. Hers is the Midwest Reproductive Symposium. What that entrepreneurial venture is like, and the benefits that come from that collegiality and from the networking that allow people to do business. Before I get into this topic with Dr. Beltsos. Today's [00:01:00] shout out, goes to Hannah Johnson, my friend, who's the chief strategy officer at  we're speaking together at MRS. So she gets this shout out. Hopefully she hears it in today's interview with Dr. Beltsos. We go down a thread of the multi-generational value that happens from colleagues mingling with each other, learning from different generations and the principles that, that takes into leadership in leading as an executive and also following by learning from the next generation, this turned into be a lot more philosophical than I was necessarily thinking, but we talk about the short-term benefits, like recruiting docs. It's going to be a lot easier. For you to recruit doctors and staff doing some of these principles, but also the longer-term headier stuff of being culturally relevant well into old age. I hope you enjoy this discussion with Dr. Angeline Beltsos.  Dr.  Angie welcome back to Inside Reproductive Health. 

Dr. Angie Beltsos: [00:02:04] Thank you for having me.

I'm so excited to be here. 

Griffin Jones: [00:02:07] The first time you were on, we talked about your entrepreneurial tendencies. We're going to talk about those same tendencies today, but applied to a different venture. Last time we talked about the Vios empire, what it was like to start a group, but this time I want to talk about a different venture that you started as far as I remember, and that is the Midwest Reproductive Symposium. That is an in-person now a hybrid in-person and virtual meeting, but it had been in person for years. And I want to talk about how that got started and what possessed you to do it. So let's start with what possessed you to do. 

Dr. Angie Beltsos: [00:02:47] Well, I had just started career after fellowship. It had been a few years and varying pharmaceuticals. One of the reps came and said, why don't we do a meeting in Chicago? We had the ASRM meeting, of course the national meeting. And then, California. We have the Pacific coast fertility society. And they said, why don't you do a meeting in the Midwest? And we can call it the Midwest Reproductive Symposium, the MRS meeting. And, here we are several years later .

Griffin Jones: [00:03:24] But why did you want to do it? I mean, reps probably come to you with half-baked ideas all the time. I've come to you with half-baked ideas before, so you could turn around, turn away or launch into any of them, I suppose. Did this one seem good enough to you? 

Dr. Angie Beltsos: [00:03:39] It seemed like filling a void. Although a lot of people go to a big meeting, like the ASRM meeting or SRA with thousands of people. And we get to see all our friends and learn the latest. It's also ironic that when you're in a big meeting, sometimes you don't get as much out of it. You don't get to. Actually speak with some of the thought leaders and, make new friends. And so the idea of having some of the thought leaders, not only in Chicago, cause we called it the Midwest meeting, but it was actually the place where it was held, not where all the attendees came from. And we had , immediately a national attendance and really some of the thought leaders in the world. It's an intimate setting. One in which we. Do have it at the Drake hotel where we have probably a max of around four or 500 attendees with that though you have a certain vibe that comes with that. There's a lot of opportunity to not only learn science, which is very important and be motivated to take some of that. Back home, really to change how people practice fertility and keep it modern and fresh and forward-thinking, but also to make a friends and colleagues that last not only for that meeting, but for a lifetime. So when they came up with it, that was sort of. Be relevant. 

Griffin Jones: [00:05:15] And you're right. People do come from all over. That's a nice thing about it being in Chicago is it's kind of easy to get to Chicago from anywhere if you're in the U S Chicago central. And then if you're not in the U S well, it's only an hour or two more for you probably than it would be any of the other major cities at most. So it's really central place. You got people from all over, but at what point did you realize that this was gonna be. You taking it on.  Did you know that from the beginning or were you thinking that, okay, Faron, go ahead and do this. I'll come and be the token REI. And what point did you realize that this was your baby. 

Dr. Angie Beltsos: [00:05:53] T minus,  six to nine months when the whole thing started, it was going to be something that I organized. With the, you know, some of the faculty that was with us and some of my colleagues, but they were like, all right, you're in charge of this, go at it. So we, I went around and I was like, who's really a heavy hitter today. And who are some of the thought leaders in the United States? And they were like, well, call them all up. See if they'll speak. So one by one, I called each person and everybody said yes, which was really surprising. I was like, hi, I'm Angie, do you want to speak at my meeting? They're like, sure. Hold on a second. I was like, Hey Richard, Scott, will you speak at my meeting? They were like, one moment, please. This is Richard. Like, yes, I will. I'm like, oh, okay. Bill Schoolcraft, will you speak at my meeting? Yes, I will. I was like, okay, then see you in June. 

Griffin Jones: [00:06:53] So this was 2003. That was the first year? 

Dr. Angie Beltsos: [00:06:58] This was. I guess it was '03. Huh? 

Griffin Jones: [00:07:01] That's what the website tells me that's before my time here. So I'm going to take the website for its word now, at what point did you start to build like committees and have recurring people in the beginning? It's like, okay, I'll call the people I know and ask them to be speakers how did that turn into like you have other people planning specific. 

Dr. Angie Beltsos: [00:07:24] Parts of it. Yeah, you know, it's a great question. We started with a meeting planner and me, and then she said, well, why don't you ask,  you know, some of your friends and colleagues who they think would be really important and relevant, so there was sort of this informal committee that she and I talked about and an organized, and she guided me for the first five years, Ferring was exclusive as a sponsor and they were. You know, an unrestricted educational grant. So they weren't really involved in the topics at all.  And you know, very much saying, find the best speakers, the best topics. So really high quality, I think. Things that were coming out as new things to consider doing in, in our field. And we had we had a blast, but over time, I would say the first year we had some of the speakers like Barry bear and bill Kerns, they said, why don't you ask them to be part of your committee? So we were about three or four people in the first, several years that started to help think through this. And then the people that were involved also came up with great ideas. They said, well, why don't the nurses don't have anywhere to go? Why don't you have a nurse program here? So we started the nurse practicum and then, a lot of the business minds in industry said you don't have really anywhere for business people to meet.

Why don't you do a business program? So we came up with a business minds. And this one , person was really interested in mental health and said, there's no place for mental health in any of these programs please. Can we add it in? So we started the mental health program and we thought there's no better place.

If you've got all these incredible people together, why not have some of the students of fertility? So we added in the. Reproductive endocrinology and infertility the REI fellows program. And they've been a strong part presenting their research and getting to know them. And it's funny because in the beginning, the students are they're learning, but then soon the student becomes the master.

Griffin Jones: [00:09:52] So, how do you get some of these people to keep coming back and chairing their specific segments? Because some of the people you've had for years and years. So how do you keep reeling them back in? 

Dr. Angie Beltsos: [00:10:04] I think that when you want something to be sticky in your life and you want to keep people engaged, it can't just be about black and white things.

There's some very important things about a meeting and. Only what you're saying, not only what you're doing, but how you make people feel like the Mio Angelo quote. And I think that becomes very important. So we are so intentional to make sure that people like Griffin Jones when they come to the meeting.

Yeah. You learned a lot, you made some new connections, but you also. Had a blast, hopefully, and music and time to socialize is very intentional people often say, oh, well, you know, why do you have all that in the meeting? But it's so important to make people feel good about coming back. 

Griffin Jones: [00:11:03] I think it's one of the things that binds all of that together.

Like you said, there's a fellows track. There's a business minds program. There's a nurse practicum there's for program for doctors and scientists and the size of MRS, and the social events bring it all together. It's a very good place to build relationships. I love ASRM. You can get more business done in four days of ASRM than you can four months on the phone.

In many instances, that's true for almost everybody across the field, but there's something about MRS. Where it is very good for building relationships. When I think to some of the strongest relationships that I have with docs and with other people across the field, it started there in Chicago. And I think it is this.

It is because you can go to one of the mental health talks and then you can jump over to another track if you want. A lot of people do the same track the whole day, but there are, there is so much programming for everyone. And then it's all tied in at the end of the day and Chicago. In June when it normally is in fantastic this year, it's going to be September, which is the other end of fantastic for Chicago weather is why you're not having it in June.

So let's talk a little bit about the changes that you saw. COVID happened. I mean, I imagine in early March you were kind of like everybody else, oh this isn't going to affect us. It's too far off. And then two days later you're like, 'no' it's definitely gonna affect this one in the next one. What was that like adjusting for COVID? 

Dr. Angie Beltsos: [00:12:38] I think like we were at Vios. ,sometimes it's good to be lucky. And we had thought very importantly about being nimble, being able to switch gears and pivot quickly. So when. All of this started to unfold. We didn't know if it was going to be two days, two weeks, two years, you know, sitting here talking to patient by patient, but for the meeting, we also felt it was going to be very important to be relevant and to continue.

So we were the first meeting to go in the fertility world to go into a virtual setting. And we just said, pivot and go. So we did our meeting in June. By zoom or by a video conferencing. And it worked out beautifully.  All things considered. We had great attendance and really used our program that we had anticipated.

And you used pieces of it. You can only get so much done. That is video sitting at your desk compared to being in person. So what we did is broke it into three parts and divided the typical conference into three parts of the year. The first one was during the meeting itself, but just not at the Drake and then play that out through the year.

So I think our sponsors really supported us as well to say, just go at it and continue to use our funds to produce. Meeting and do it virtual. So we did all of that for 2020. We did the whole program. 

Griffin Jones: [00:14:17] What's it going to be like this year in 2021? 

Dr. Angie Beltsos: [00:14:19] This year, the date of our usual program that like you said, it's usually in June, we are going to do virtual, just the board review course, which is going to be amazing. It'll be June 11th through the 13th, all virtual, but this is going to help people that are students, medical students, residents, but particularly the fellows who are preparing to become board certified. And during that program, we'll be diving really deep into the science and our real program for the Midwest Reproductive Symposium International 2021.

We'll be in person September 21st through the 24th, we will have also a virtual component to it. So it will be hybrid. And we're really excited about that as well. 

Griffin Jones: [00:15:10] What do you think. Should be virtual as we move beyond COVID, as we move beyond like the, that forced shutdowns. Right? What should be virtual moving forward?

2022 and beyond. And what should be in-person 2022 and beyond. 

Dr. Angie Beltsos: [00:15:29] You know that's a great question. We were talking with some of our brilliant board members. And like you said, are what started as our small group has now turned into, really amazing people that are part of our organization. And we talked that we wanted international, component with Scott Nelson.

He's our international board member, who is at the University of Glasgow in Scotland, but we have board members from coast to coast and. What we realize is that in different locations? And different time zones in private practice and academics. You have to now have this virtual component because people may not be able to attend, but they want to hear key lectures.

So there's going to be a couple of different options. One are just being able to get like a little appetizer, some key lectures. And then there's also the ability to watch the whole thing from around the world. And we expect that we'll have people from different continents participating now. And I think that's, what's really cool about it, but like everything else, there's nothing, that people don't enjoy more than being able to see each other.

Now, having some, coffee together, cocktails, you know, and like you said, building up relationships in person. So that's also going to be available. And I think that hybrid approach will be what we do with our patients. It's what you're going to see in business going forward, as well as,  these meetings.

Griffin Jones: [00:17:06] Do you ever see the hybrid programming shifting so that certain programs are all digital and then certain programs are all in-person. 

Dr. Angie Beltsos: [00:17:19] I think what there is in life, there is about 80, 75, 80% that you can communicate through an entire digital approach. And that includes some of the relationships we have and then the water cooler kind of effect, or the in-person contact will be missed if a hundred percent of it is done digitally.

So I think you can get a lot accomplished, with the video conferencing, but I think. That doing everything a hundred percent video, you will also miss some important things that happen when the cameras shut off. 

Griffin Jones: [00:18:05] I think so too. I wrote an article about this, right? As everything was shutting down, I wrote it in March, 2020.

It was like soon as they canceled PCRS, I fired it out. And it was an article about what I think should be in person. What I think should be video because our company has been remote since you've known me. We've always been remote, but I will tell you. It hurt even in, COVID not being able to get together, even though my project managers in Memphis, my operations managers in Nashville, my digital strategist is in Colorado, a account managers in Miami everyone's everywhere, but we still normally get together a couple of days a year.

In-person to do the stuff that we need to do in person, which is the major long vision strategy and the personal bonding, all of the execution we can do over video. So I wrote in that article, this is what I think should be in person. This is what I think should be done. Video. I think a lot of the speaker stuff in the future can be done via video.

I think the in-person workshopping and and the networking, is what the in-person meetings have to offer. So why don't we just start building those programs,  around that way? What do you expect to see this year in 2021, knowing that it's people have kind of gotten the habit of all, it can do it from zoom, but they've also, they're also kind of starving though.

So what do you expect to see this?

Dr. Angie Beltsos: [00:19:36] Well, we hope that some people will. Be able to, come from around the world and participate via zoom and via video conferencing. So I'm very excited about that. And I think that some of the key lectures you can present that. On a screen. But I think the dialogue that happens back and forth and seeing the audience in person is,  is also priceless.

We do workshops, which I think is also unique where we break the whole audience into groups that dialogue into kind of a small group, a round table kind of discussion on different topics. And I think that would be you know, better done. I think those kinds of things could be better done in person. 

Griffin Jones: [00:20:27] So those types of things, I see that as the future of,  in-person events.

And I sometimes think that events like yours are better poised than some of the larger ones for that reason, because it's kind of built for that. It's built for that in person, that in-person. Type of relationship building and yeah, I, you know, like I said I'm, I'm a hundred percent pro-zoom pro doing anything that can be done electronically.

Electronically, Fertility Bridge has never had a home office that said, I also don't think I ever would have built the relationships that I did had it not been getting to meet in person, even if I, sometimes there's lots of relationships that I have. Digitally first, but then I meet them in Chicago. I meet them at MRS and that puts a certain icing on the cake that is irreplaceable. 

Dr. Angie Beltsos: [00:21:19] Irreplaceable.

There's a great book called The Art of Gathering by Priya Parker. That was a gift from Hannah Johnson and it's how we meet and why it matters. It's a great book for those of you listening, who do care about meetings and how we meet and whether it's your family, whether it's your business, whether it's a big conference, it really is important to consider the elements that allow it to be successful and how you want that flavor.

To be what you want to accomplish. And I really appreciate you, Griffin inviting me to talk about, our meeting, but what the elements are. I think that intimacy is very important and people start to become more open in certain size groups , and numbers. So there are certain things we accomplish in the big symposium, and there are things that you get out of it by being able to speak and dialogue with your colleagues.

 Howard Jones God rest, his soul had, said some really important things to me about the MRSI meeting. And for those listening, he was one of the fathers of IVF in the United States. He had the 13th IVF baby, born, in the world, but he. He was saying that when you have a meeting, make sure that most of the meeting is your Q &A and talking, let the audience talk to each other.

Don't spit out all these lectures and, you know, we invite these brilliant people to give lectures with 75 slides in 20 minutes, but they really, you know, that, that idea of throwing out the topic, the latest. It's points of what's relevant and then let people talk about it. And that's when you really take things home.

Griffin Jones: [00:23:18] And do you have the opportunity to do that? Especially as a breakout speaker at MRS people always come up to me after MRS. Specifically. And it's great too, because if I need to talk to one person because they got to me first, say, Hey, I can see you at the cocktail hour later. They don't just, they can't just, they don't just lose me in the ether.

And that's. Maybe that's the Je Ne Sais Quoi of MRS 'cause I'm thinking I love PCRS. I love CFAS. And those two are smaller meetings that are very collegial and I really liked them. And I'm thinking, what is the Je Ne Sais Quoi of MRS? And I think it's partly Chicago. I think it's partly you Angie. And I think it is, multi-disciplinary focus, which isn't is true for the other meetings, meeting the size, meeting the social events. And I was talking with one of my employees today who's really advancing in their career. And I said to them, Part of being a senior person is even when you're in your role, you know, how you play into the rest of the picture.

So I think even if you're a mental health professional, and that's your thing, knowing what the doctors and scientists are up to right now is really important. Even if you're a doctor, knowing what the nurses are up to right now is really important. Even if you're a nursing manager, knowing what the business minds are up to right now is really important.

So I hope that you. Continue that streak at MRS as it evolves. 

Dr. Angie Beltsos: [00:24:48] Well, I appreciate that. And I think,  the other piece of all this, as we try to play a lot of music during our meeting before, during and after, and, when we talk about , you know, what makes things attractive is that people learn really well.

If you activate both sides of the brain, the right and left, and there's a lot of scientific studies, how important music is. So, you know, The music, in the very beginning, between every speaker and it activates that side of that art side of the brain the other , relaxing side. But then you throw in some hardcore science and it's supposed to really help with, feeling really good about things and having fun, but also learning.

  Griffin Jones: [00:27:50] So now that it's established and now that you also have an established practice group, what do you think you get out of it? 

Dr. Angie Beltsos: [00:28:00] This has it's a really great personal question for me. It changed my whole stratosphere. My the course of my, my career. It changed the whole direction of who I am and how I practice medicine, who I talk to in a moment I wasn't doing, you know, I was just. One of a new grad of doctors in the country. And suddenly I was friends with the thought leaders. And from there you get invited to give a lecture in Canada and then you meet, go end up in Europe. And in Europe I met people from Australia, the president of the Australian fertility, and then all of a sudden you're in, I was in.

Australia giving lectures and from Australia met someone and I was in China. So I literally went from being this little. Chicago doctor organizing a meeting and through it, I became, I made friends with people all over the world. People that showed me the backside of the kitchen. You know, you go to these great speakers, the, and they take you home and they invite you into their world and they teach you how to run your business and things to do and mistakes they made.

So. This out of all the things in my career, as far as fertility goes, this hands down changed the whole course of my life. 

Griffin Jones: [00:29:31] It's funny because you're talking about the history of you getting plugged into other people through this. My experience is you plugging in other people through this, like myself included, but I think of, you know, not to blow up your spot, Angie, but you are better at your fair share of you get more of your fair share of younger docs in recruitment than many people do.

And I think part of the reason for that is. Accessibility.  And I think  MRSI just a megaphone of accessibility. 

Dr. Angie Beltsos: [00:30:06] Yeah. It's been a, it's been a gift. I've been very blessed to have been given this opportunity to fund. I mean, the money that. Came through to, to organize, had to be properly managed. And through that you create a, hopefully a platform and the younger people that participated as fellows have become friends of mine.

And some of them  have joined Vios and some have been. You know, colleagues in the country and in the city and it's been awesome. So I think that was correct to that. We've had a chance to make new friends in a variety of age groups, not just the older , genre of thought leaders and people that invented what we do, including Louise Brown, the product of, thought leaders, but also the younger group.

We've become,  had that opportunity to get to know. So you're right. It's been a gift. 

Griffin Jones: [00:31:10] Well, let's end this thread of cultural relevance for a second, because I'm obsessed with it. I stay up thinking about how I'm going to be culturally relevant when I'm 88 years old, it's something that I really obsessed with.

It's like longevity meets sustainability meets just something I intrinsically really enjoy. And I see some of the advantages playing out for you. And I think that might be a gateway drug for the people that might not just geek out on it as much as I do, but if they can see yeah, you are the perfect case in point.

So, but if they can see the tangible benefits of what you've done, I think so many people are having a hard time recruiting doctors right now, recruiting younger staff and. One of the ways that you've been able to do that. As you give fellows a platform, you, they always, they know that they can call you.

They know who you are. That's really important. They see you. Content. And so maybe we can extend some of this to other people. They're not going to go off and start their own meeting because it's way too much fricking work. But even if they were a chair for one of your programs, even if they were a speaker at ASRM, that's more accessibility.

So maybe we could just talk about how that accessibility to the younger generation helps you stay relevant to them as they start to take over the reins. 

Dr. Angie Beltsos: [00:32:36] Yeah, I think that's such a fascinating topic of cultural relevance. You know, it's like a moment ago, sick was kind of a bad thing, but you know, that is so sick really.

Is that a good thing or a bad thing? Oh, I guess it's a really cool thing. And in the moment you become, you know, all of a sudden the words people use and the way that they approach life, but you're, You've got to be a little willing to always change. And human nature is the opposite of that. Don't get stuck in, you know, your old ways.

Try to learn, try to be a chair and take that stuff home and be a little uncomfortable. I think that's really important. Remember that when we lead the group, That we have to have humility and we have to be part of the group and let the group also have opinions and decision-making and feel valued and appreciated.

And it is a, very delicate balance. Isn't it. 

Griffin Jones: [00:33:43] Tell me more about that balance. What makes it so delicate? 

Dr. Angie Beltsos: [00:33:48] Because as the. Leader of an organization. You may be the medical director, some of the audience members, they may be trying to hire or keep, you know, these young, vibrant physicians. And they're going to be people that come and go for a variety of reasons, but we have to look in the mirror.

We have to be accessible. We have to be, a teacher and a student. That dichotomy has to exist. You have to be a leader and you have to be allow the others to lead you. And so there's this, this balancing act and your people in your life will be your witness, good, bad, or ugly. And they're going to talk and social media today.

It's just like our customers. They're talking about us. They're  explaining, you know, the day to day activity. And so you have to listen to people's dreams and their aspirations and support them. And we're not perfect at it. God knows. There, there is intent there, and you have to figure out what you believe in , and how you're going to do this.

You know, the MRS is a charity to me and Nelson Mandela says the most powerful way to change the world is education. And so many people helped us get to where we're at and I cannot repay them. You know, the people that believed in me and gave me a chance. Those, I can't give them money. I can't give them something to help them do what they did for me. The only thing I can do is turn and give forward, right? So we give to the next generation, the next people and the people that are attending to, provide the best care to people that want to have a family. If you just go back to your mission of why do you exist?

Why do you do what you do?  Trying to create a team around you and that cultural relevance is,  is always to be open minded, I think, and open your heart and your mind be accessible. And I think. Wanting to listen and be friends with people from all different walks of life. 

Griffin Jones: [00:36:04] I'm going to push back on one thing you said, of course, like I'm just like riding the lightning of 90% and I choose the one thing that I'm gonna push back on.

But one thing, the one thing that you said. Is that I can't pay them back. And for some of them, that's probably true. Maybe some of them are gone or some of them, you just won't have something to offer that they need in the rest of their careers or lives. But I think many of them, you are in a position to pay back that those that helped you get to where you are now.

Some of them may be being put out to pasture. Oh, we've heard from him. We got it. We don't need his ideas anymore. And you're in a position now to say, no, I really remember this person helping me out. I'm going to give them a platform. I'm going to help them maintain their cultural relevance because they helped me and they are still relevant to me.

So I see that happening and I see that. I remember the people that put me on in the beginning. And now that my cohort is, and we're not in our early twenties anymore. Angie, now that we're in our mid thirties, late thirties, and we're starting to be the executives and at the very least the director level and the owners of companies, the people that it's not just returning a favor either.

It's hey, I learned a lot from this person and I think they still have that value to teach. I think you can repay some of them. 

Dr. Angie Beltsos: [00:37:29] Yep. You know, I think about, the opportunities that we got at all levels. I remember. The person who gave me a scholarship to college, you know, the, like you said being thoughtful about that and reciprocating can be very powerful all the way to someone who spoke at my meeting and gave me, knowledge that helped me hopefully get one more person pregnant, that I tried something new and different and being grateful to them and honoring them is , is really important. 

Griffin Jones: [00:38:06] This is so meta because the topic that I'm speaking about at MRS this year is how to manage millennials and gen Z in the workforce in so Meta, because , at least some of what I've learned has been through interactions at MRS. And you're talking about this balance of leadership and following

I'm not a new agey person that says, oh, just listen and do whatever they say no, at the end of the day leaders lead, but leaders. Based on information that they see and they get that information by asking and interacting MRS is an awesome place to do it. And a good exercise that I do every year is it started with your kids.

Angie 1: because I just think your kids and their friends are really well raised. And anyone that wants to talk trash on how kids are raised the other day. Listen, most of the time, I might even [00:39:00] agree with them, but there's always examples to the contrary. And that's your kids and their friends and looking people in the eye taking.

 Ownership of whatever they're supposed to be doing there. You put them to work there at the conference and they're doing work and I love taking your kids and their friends and whoever the interns are out to lunch every year. That's a tradition. I started a couple years ago and. If they're there, I'm going to do it again.

Well, I enjoy it too though. Angie, like I, I just watched them. I watched what they go out. Like I watch what they go out on the dance floor too, versus what we got on the dance floor to, I watch how they interact with each other. I watch my own, my one rule for them when I take them out, is I, and they all.

Cause you and Nikki tell them before I've even taking them out. I say, what's the rule. They said, no cell phones at the table. I go. Right. And so, so then I just get to talk to them and, and see what they're interested. And the reason why I'm saying all of this in regard to your lesson about leadership and following is because iIf I want to be able to lead this cohort, when they're in the workforce in eight years, I need to know their language and I'm not just going to learn their language. If I start the moment that I need to learn the vocabulary, if I'm a bit invested in how they're growing up and how they're finishing high school, going through college, entering the workforce, picking up the things that they're doing along the way, I'm going to be able to speak their language.

A lot more fluently and be able to tell them no, shut up young person and listen in the way that they'll actually understand and doesn't come across like that. And a lot of that I get from MRS. 

Dr. Angie Beltsos: [00:40:43] Well, thank you. That's a funny part and a funny story I had, you know, these were always so careful we get as a charity.

Basically sponsorship and donations to try to run the meeting. And people don't want to go to kind of a small, simple hotel cause they want to be able to enjoy the space, but that all takes money. So I called one of the meeting organizers at a company and they said, I said, how much would it cost for someone to come and check people in and hand them their badge?

And they were like, that's $45,000 and I go, you gotta be kidding me. I was like, all right, kids get dressed. And I thought, you know, what a great way to have for a high school student. To have some exposure to a professional event, be responsible for the happy customer and the customer. That's being a little difficult.

And one of them. You know, they still quote today was one of the doctors that said, this does not say doctor on the top of it can make me a new badge. And I was like, yep, this is customer service. You know, people want to make sure that they're honored and they're whatever. And they had, and I want you to greet people and welcome them.

And so we ended up, Having the high school interns have their exposure. A lot of them put them on college applications and they said when they were applying, they used it as some of the things that they wrote about their experiences. But also for us, it allowed us to, have some young people be very kind and welcoming and hang out with Griffin Jones, but also was a lot less expensive than the, the company that wanted a big chunk of change to greet people. So. 

Griffin Jones: [00:42:38] Well, I'm glad that economic way pushed that forward because they have a lot to learn, but there's also a lot that we can learn from them. That's one of the multi-generational values of, I encourage other people to do it as well. You have to be able to speak the language, or you're going to get put out to pasture? There's another episode that I did with this. Almost on this theme with Hannah Johnson, who I'm speaking with at MRS. This year on millennials and gen Z, but it's the flip side of the coin too. Dr. Beltsos how do you want to conclude on MRS and collegiality and, or multi-generational collegiality in the field and tying that all together.

I'll let you put the bow on that with final thoughts. 

Dr. Angie Beltsos: [00:43:28] Thank you for inviting me to speak at your podcast. It's always an honor and a privilege. And in that same context, I think the Midwest Reproductive Symposium International that I at the end is supposed to cross boundaries.  It's supposed to take us that are wanting to be taught from the learned to be open to different ages, approaching similar topics.

Different perspectives. So we hope that the audience that is listening will bring themselves and their friends and their colleagues to our meeting. Not only this year, hopefully in 2021, but in the years to come. And that the meeting allows us to grow, stand on the shoulders of giants. Be a little uncomfortable with taking some of the stuff home and trying something new and continuing to be open to growing.

And I always ask people no matter where, how old they are is what do you want to be when you grow up? You know, as , we look to the future and, I think. That spirit is embodied in MRSI, so with that, I appreciate again, the opportunity to be with you to be,  motivated and inspired. 

Griffin Jones: [00:44:59] Angie, I'll see you at MRS, in September Inside Reproductive Health listeners. We hope to see you at MRSI in September. We'll have a link in the show notes, and we'll send that out with the email Dr. Angeline Beltsos thank you very much for coming back on to Inside Reproductive Health. 

Dr. Angie Beltsos: [00:45:15] Thank you.

What Affects IVF Conversion Rates?

In this episode of Inside Reproductive Health, Stephanie and Griffin talk about IVF conversion rate, the six areas that affect it, and the order of importance of those areas. This episode lays out the Fertility Bridge system and methodology for doing for increasing IVF conversion rates. We can't tell people how to act as clinicians. We're just sharing with you the patterns that we see.

You’ll certainly get some food for thought as we discuss:

  • Follow up best practices

  • Pre educating your patients

  • How to share your wellness providers

  • Physicians’ styles and their effect on if a patient moves on to treatment

To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com


Transcript

Griffin Jones: [00:00:40] Mo' patients mo' problems today, we're going to talk about IVF conversion rate and the six areas that increase it or decrease it depending on if you're investing in it or neglecting it. So we're going to lay those out for you in order of importance is the Fertility Bridge episode where we go over our system and our methodology for doing that.

But you can apply some of it right now. And I have Stephanie, who is our director of client success. Stephanie lenders, back on with me. To go over these six different areas and to talk about IVF conversion rate on the whole, the last episode got a lot of traction. So if you have particular questions, go ahead and send them to us.

We can use that for future content. And if you really disagree about something, especially the part with physician. Presentation, let me know that I will happily have someone on the show that has a counterpoint of view. We can't tell people how to act as clinicians. We're just sharing with you the patterns that we see in order of importance.

So I hope you get some food for thought and enjoy this episode on IVF conversion.  Hey, Steph. Hi Griffin Jones, I'm looking forward to going into today's conversation because last time we had you on, we were talking about the entire third phase of the fertility patient marketing journey, consult to treatment that got a lot of opens.

When we sent the article, a lot of people emailed us and wanted to know more. So we've got a little bit more information today. We're zooming in specifically to one of the KPIs that impacts consult to treatment. And that is IVF conversion rate, the percentage of patients that move on to IVF conversion, and part of the reason why that move on to IVF, that is and part of the reason why we've zoomed in on this so much in the last.

Two years or so is because of a phenomenon that we noticed as people are getting busier. And I'm calling it Griff's law for now because, oh, it's like, I noticed that and I wanted to name it something, and I wanted to name something Griff's law. When I figure something out that's cooler than that.

It's not going to be called that anymore Steph. But for the moment, what is Griff's law? 

Stephanie Linder: [00:02:57] Essentially with a large new patient increase we see IVF conversion rate decrease. 

Griffin Jones: [00:03:02] IVF conversion rate decreases with large new patient increases. And lots of people are seeing that right now. So even though people are seeing IVF go up as well, because they're seeing so many new patients come in.

Many IVF centers. Aren't even noticing that their conversion rate is actually going down. So if you are among the cohort that is seeing lots of new patients right now, this might be the episode for you, especially, because as we zoom into IVF conversion rate, There are six different points of the fertility patient marketing journey that affect IVF conversion rate.

And when we were doing this Steph, I really struggled because I wanted to present it in the clearest way possible. So I thought of maybe. Ordering these in chronological order because some of them precede the patient even coming into the office. But ultimately we decided that we wanted to present it in order of importance.

So in order of importance, what are the six major things that impact IVF conversion rate? 

Stephanie Linder: [00:04:09] So it all starts with how the physician presents the info, the physician presentation. The second most important is how you're following up after the consult. So really the post consult follow-up, the third is educating your patients about how they pay for treatment and how they finance it.

And the Options available to them after that, it's all about how do you educate the patient before they walk in the door? So that's number four, your pre-education content number five. It's. How do you share it with them prior to coming into the consult? So we call that the welcome sequence. And then number six, is your patient support, how do you offer ancillary services or tell your patients about those services that support them through the fertility treatment journey?

Griffin Jones: [00:04:52] So we're going to get into these six in greater detail. I think there's a few profiles of fertility center that shouldn't invest in an IVF conversion strategy. That's folks that have just started up. If you're a brand new center focused on getting new patients, if you're super high growth, focus on getting new patients.

And if you were one of the centers that. Was doing really well for awhile. And then you got a little bit older and some younger competition moved in and you didn't invest a lot in business development. Then you started to decrease new patients, go back to focusing on new patients. But I'd say there's probably at least three profiles of fertility center that should invest in IVF conversion-rate strategy.

First, who are they? 

Stephanie Linder: [00:05:34] Yeah, that's a really good question. So it's the people that are maxed out with your new patients but are still short on their IVF retrieval goals and retrieval capacity at their lab. The second would be folks that have never actually done marketing or business development in the past.

Griffin Jones: [00:05:51] So those folks sometimes talk about for this type of strategy, just because if you've never invested in marketing before, if you were one of these centers that was spending half a percent of gross revenue on business development, it's from a different. Era and to get you into the era where you're competing with wall street, back clinics or Silicon valley backed ventures, going right into a marketing or business development program for many might just seem alien.

So why is it that we recommend an IVF conversion rate strategy for them some of the time? 

Stephanie Linder: [00:06:24] Really, because of it's the ROI you can see on it. If you start this early, And in the right cadence, you can actually pay yourself back within three months of inception of starting the conversion rate program.

Griffin Jones: [00:06:36] Okay. So folks that are already maxed with new patients, but short of IVF capacity, that's a, no-brainer those that have not invested much in marketing or biz dev, because the ROI can be a lot quicker. It's a lot closer to the sale. And then third who's that? 

Stephanie Linder: [00:06:54] The people that are ready to sell the equity in their practice. But we put a timeline on it usually within one year. 

Griffin Jones: [00:07:00] Because if you're going to sell further out in the future, then it's really about adding value to your brand, to your group before you sell. But if you're going to sell within less than a year, then what, you're not going to do a rebrand there's maybe not a lot you would do in other parts because it would take too long to see the return, but less than a year, we're comparing it more to like an apartment complex, like an income real estate venture. And what's the analogy there Steph 

Stephanie Linder: [00:07:34] Yeah, actually, when we talked about this before, I thought it was a really good analogy. So if you have a hundred unit apartment complex, even just increasing the rent by about $50 a month, the financial benefit, isn't just that $5,000 in monthly, additional revenue.

It's talking about increasing the total value of the property when you go to sell it. And your practice is very similar. When you talk about. Increasing that conversion to treatment percentage. 

Griffin Jones: [00:07:59] In our field, we always use the EBITDA We don't use capitalization rate that is for real estate, but I agree that's a really good analogy to use because if I just get this conversion rate up and we are a machine that converts more people to treatment, even if I'm just showing a six-month bump, that's a lot better than being flat or certainly decreasing and it can help in the sale. We've had people on the show talk about different. Perspectives on that. I promise you it's always better to add value. And that's one where you can do it more quickly and it's a lot more closer to sale. So, okay. So we've got the three folks that we'll probably want to focus on IVF conversion rate.

We got the six things that impact it. Now I want to. Just do our disclaimer that we always do whenever we talk about IVF conversion, Stephanie, which is we're not clinicians. We're not saying that every person should move to IVF. We're also not wall street people. We don't own equity in any fertility center.

We're not trying to get a certain value back. We don't get a commission on that. We're just trying to help people reach their goals. So we know that a hundred percent is never going to be the number. We just want to make sure that people aren't. That aren't moving on to treatment. It's not because we weren't clear or we weren't helpful.

Right. I think that's a good disclaimer. So we've ranked physician presentation at the top of our six things that impact IVF conversion rate. Why and what is it? 

Stephanie Linder: [00:09:37] So really it's I would say it's the greatest variable in the conversion to treatment as being the provider. So there is just this innate nature that some physicians have that makes them just a little bit better at moving some patients along to treatment than others.

So we can't tell you exactly how to do your job, but what we really can say and encourage is that be strong in your convictions and what you share with patients as the best. Next step patients come to you for advice. You're the expert and being strong in that makes a huge difference in how quickly and who, how many patients actually convert to treatment.

Griffin Jones: [00:10:10] I wasn't totally ready to put physician presentation as the most important, but then something changed my mind. You know what? It was you and the other Fertility Bridge people. After we have a doctor that is really. Clear and just really present, let's say you and the other Fertility Bridge people will say, I wish she was my doctor.

I wish she was my doctor.  I could see 

Stephanie Linder: [00:10:36] I know you're thinking right now, as we're talking, I know exactly what you mean. 

Griffin Jones: [00:10:40] The most recent example, but sure enough though, you look at that doctor's numbers versus another doctor they're different. 

Stephanie Linder: [00:10:48] Yeah. And it's not even about being overly aggressive with it.

I think some people assume that but it's really, they're still often a compassion kindness, but they're just so confident in this is what you should do that you buy in and you just want them to be your physician and you trust them with everything you have. And it's really hard to teach. 

Griffin Jones: [00:11:06] I've only known maybe one or two that were really aggressive and their conversion rate was not.

Good. The folks whose conversion rate is really good is the folks that are just super clear. They don't give the patient a lot to be paralyzed by analysis. And again, this is where a physician could say, Griffin, Stephanie, you're not doctors. You don't know what it's like. And fair enough. If you have a counterpoint, you're perfectly welcome to come on the show and talk about your counterpoint.

I'm not saying that you, one person needs to present a certain way, right? We're just sharing with you, the pattern of people that are really good at converting to treatment. And we've learned a lot from them. So when we used to do our goal diagnostic, for example, used to leave the strategy a lot more open-ended until we actually went in and did the blueprint.

And now it's like, well, we know it's one of six, eight problems. So we're diagnosing that in the goal diagnostic. And then we're saying, it's this blueprint you need. And since we've been doing it that way, people just find it a lot. More clear. We're still being as helpful and genuine as we were before, but in our goal to not push people into something that they didn't, that they might not have been ready for, or we left it way too open-ended and now having taken Page out of these doctors book, we're helping people a lot faster. There's no pushing. It's just saying, okay, you don't have to do it with us, but this is the strategy that you need. And we see the same thing happening with these docs that are just giving the patients a lot easier of a path to begin in their mind. 

Stephanie Linder: [00:12:47] Yep. Just a lot less for the patients to think about too. 

Griffin Jones: [00:12:51] Okay. So we've had the patient come in, again, we're not going in chronological order. We are going in order of importance, but we've got physician presentation as the most important what's next. 

Stephanie Linder: [00:13:04] The second most important is the post consult follow-up.

And so when this is done in a, in the right systemized way after the initial consultation, it's one of the quickest ways to convert more patients to IVF cycles. 

Griffin Jones: [00:13:19] And so this is to address something. This is a term you came up with. So I came up with Griff's law. We haven't called this Stephanie's phenomenon yet, but what do you call this phenomena?

Stephanie Linder: [00:13:29] Yeah, I'm waiting for something a little bit cooler today, to name myself, but I named this the post consult black hole, which is patients come into the console, they seem excited and ready for treatment. And then you essentially just, they get a few tests done or you really just don't hear from them again after consult.

And you don't really know why. 

Griffin Jones: [00:13:49] And that console can be the initial concept or it could be the follow up visit. We do recommend follow-up visits but were not going to get into that today. We're going to talk about the follow-up after the initial consult or the follow-up visit, which wherever the drop-off was, because that follow-up does three things.

Stephanie Linder: [00:14:09] Yeah. So it's really supporting patients in their journey. It's assuring and giving them the confidence that you are the best choice for them and their fertility care, especially in a world where there's lots of options for different fertility clinics and three it's queuing the decision it's giving them a final reminder that, Hey, I need to make a decision and I need to do this quickly. 

Griffin Jones: [00:14:30] None of those things is push. None of those things is force. You follow up with people, you are supporting them. There's so much uncertainty and you're assuring them. And when you're queuing the decision, that's not forcing them to make the decision. You can't force anybody to make a decision.

They've got a number of decisions going on in their lives. It just cues the decision. Meaning. This person brings it up with their partner again, as opposed to just letting it go off into the ether forever. And if I can go on a little rant Steph now that I'm of this age and have been in the field for the seven years that I've been here, people.

Talk to me, not people in the field friends, and they tell me things like, yeah well, we're thinking about it well, we went for a consult and, you know, we're just kind of still mulling it over. Meanwhile, they want a child in the worst way, and now they're in their mid-thirties, late thirties. They keep pushing it off and they are putting themselves in a worse position, it is doing someone, a service to cue the decision. If you do it the right way. And another sidewall we're here is when Stephanie and I say the patient in most cases unless we say otherwise, when we're talking in this third phase of the patient journey, we're talking about the patient and their partner.

So there's two times. To follow up that are really critical. What are they? 

Stephanie Linder: [00:16:02] You want to follow up 30 days after the last consult that you had with a patient or the last touch point that you had with the patient. And this is really crucial because more than likely, unless there's someone that, you know, doesn't ovulate regularly or another clinical reason by this time, the patient's likely had the first day of their period.

So if they haven't called you, like they were supposed to let you know and move forward with the next step. There's likely some reason or some kind of barrier that's preventing them from moving forward with treatment.

 So 30 days is the first touch point, but the second touchpoint is 60 days.

So essentially those same people that perhaps you didn't hear from after 30 days, you want to check back in 60 days, you would just want at least two touch points. And you know, a lot of people think, okay, is this too salesy? Is this they think about it as negative because healthcare providers aren't always necessarily.

Used to marketing. And what we've seen is actually exactly the opposite. And I love sharing the story because it is just so positive. We had a client that actually followed up with their patient twice do the 30 day and 60 day. And when they did get ahold of them at the 60 day followup, the patient actually got pregnant naturally.

And so that's the reason they didn't contact them again, but turns out the patient was technically pregnant at one of the early appointments or when they made the first appointment I had named or decided to name their child after the physician, the middle name at least. And so the patient was super appreciative and loved the kind of support and care the clinic offered, even though they weren't moving forward with them. And that kind of, you know, word of mouth or the reputation that starts to build in the community is just unparalleled. Like there's no marketing that can really do what that phone call just did.

And I just want to share that example, because that is really like the worst case that we've seen come out of these kinds of followups. Which is really an amazing best case. 

Griffin Jones: [00:18:01] That's one, it's very useful touch point on behalf of the center to do, because it shows that they care. It's also great feedback to get.

You don't get that feedback if you don't do it. So we have a pecking order of who should be doing the. Follow up in a perfect world. And that's why there's a hierarchy, because if you can't do it at the top, in the perfect world, then you move on to the next one. So how does that hierarchy flow? Of who should be doing a follow up. 

 

So we have a pecking order of who should be doing the. Follow up in a perfect world. And that's why there's a hierarchy, because if you can't do it at the top, in the perfect world, then you move on to the next one. So how does that hierarchy flow? Of who should be doing a follow up.

Stephanie Linder: [00:20:25] Yeah, of course. 

So the first the physician always should be in a perfect world doing the follow-up. Your patients chose you as their physician, or at least for the initial consult they want to hear from you. And it means a lot if the physician is calling, of course, that can't always happen. So the second Second point in the hierarchy would be any kind of advanced provider, your NPs, your PAs, the third would be a nurse.

And then after that would be MA medical assistant, and then last but not least would be your front desk staff or any of your staff that has the capability to answer at least some basic questions, but not get too clinical. 

Griffin Jones: [00:21:02] So somebody is listening to this and they're like, okay, so what you're saying is front desk staff, they're skipping right over the other, or maybe an MA. If one of your clinical staff can't do it, that's fine. That's why we have the hierarchy. It is dramatically better than nothing. Perhaps the only profile. Of center that does even have the time to do this are those that were doing really well for a while. And aren't, and then if that is the case, use your physicians to that advantage.

But even if it's somebody on the front desk, if it's a new patient navigator, if it's a MA, then that's much better than not following up with...

Stephanie Linder: [00:21:44] I'd also add though, it's also an amazing opportunity for your recently graduated fellows or physicians that are moving to new geography to build up their practice and their name while they have a little bit more time in the beginning.

This could be a great way to build that practice. 

Griffin Jones: [00:21:59] So this is useful for everyone but it's especially useful for those physicians that aren't as. Good at converting people to treatment. Again, we're not here to say with what physicians should be doing, what we're just saying that if you are one of the physicians, that's a little bit less direct.

One thing I do recommend, Stephanie, is that the physicians take the big five personality tests. Sometimes that's called canoe. Sometimes it's called ocean. See where you are on agreeableness. People that are real high on agreeableness might have a harder time being as direct because they want the patient to feel like they have options.

People who are lower on agreeableness might need to do some sort of empathic training. And Dr. Ali Domar talks about that. But if you're real high, you can run into the other problem, which is not being as direct. And if that's the case for you, this type of. Follow up. And the other things that we're going to talk about are even more important.

So we've got physician presentation, we've got follow up. Then what about finance and payment? What's that like? 

Stephanie Linder: [00:23:02] It's all about the money. We found that this obstacle is really not just about patients not being able to afford it while that's true. That's just a small percentage of this it's patients just don't know if they should spend their 20,000 on IVF or just a few thousand on IUI and which way to go it's how do they afford it?

What kind of programs do they use and how can they maximize their different benefits? Mainly through insurance to make sure as much as covered as possible.

Griffin Jones: [00:23:30] So when we say it's a small percentage, what we mean is that Dr. Domar has research that shows 42% of patients say that cost is the highest barrier that's in line with what we've seen.

And. That in and of itself is just one thing it's it does not necessarily mean that the patient has no way of being able to pay for it. So you break what the practice needs to do to help people find out what they need to do to pay for it. How they can be able to afford it into staff and materials. What role does staff play in financial education?

Stephanie Linder: [00:24:09] Yeah. So I mean, your staff, essentially, the person that answers the phones, your front desk and all your financial counselors are essentially the first line of defense and helping your patients with this understanding the finance and human dilemma. So you want to make sure that training all of your staff, those key the frontline of defense, essentially.

Make sure they are trained with specific scripts and specific cadence on how to answer questions about pricing insurance. Do they know how to explain the difference between in-network and out of network? That's one of the biggest ones that we hear that people cannot properly explain the common pain for treatment questions.

And so they need to know the script, what to say, the tone, how they actually say it, and then the cadence and the order. And when they say it.

Griffin Jones: [00:24:56] Okay. So you've got a well-trained staff then what do they need to have both when they meet with patients to be able to give them afterward and for patients to be able to see, even before they come through.

Stephanie Linder: [00:25:11] So they should be giving them in the meeting is really easy to understand financial materials that decode essentially some of the common acronyms way too often. We see these price lists that have about 10 or more acronyms with, you know, line item and patients just don't understand why ICSI is separated from everything else.

So really making sure those materials are as easy and straightforward as possible will really help with your conversion rate. But also sending certain items and some what we call like pre-education sending certain materials ahead of time will really help.

Essentially pre-sway the patient, which we'll be getting into a little bit later as well, but you want to be making sure to send videos where they get to know your counselors, get to know your staff, get to know how to pay for treatment ahead of time. So they're not surprised when they come into the initial console and have that conversation for the first time.

 Griffin Jones: [00:26:03] And this is where good creative comes into play. So if you're looking at the fertility patient marketing journey, every single segment on all four journeys is an opportunity for a good creative. You don't need to do materials the same way that you've always done them.

The same way that everyone else is doing. That's where good creative comes in to make it something that people actually. One want to read and to understand, and that's our segue into pre-education content. This is one of the six areas that really impact IVF conversion rate. It is an umbrella term. And when we made these six, we did over overlap. Some of them, you could say that the welcome sequence is the activation of the pre-education content or that financial materials go into pre-education. Pre-Suasion they do, but pre-education  is a good way of thinking of all of the content that you use, no matter how it's distributed that.

Gets patients to have a baseline of understanding and rapport before they ever come in. That's what we want to do with pre education. We don't want the patient to be a deer in headlights. When they're talking with you, we want to give them the information they need to know when they need to know it. And so they have an idea of what's going to come next.

So they receive information more readily. They feel more comfortable with you, and they're less likely to have. Barriers that shouldn't be there when they are ready to move forward to treatment. This is where you can really get creative and we've done so much content on content that we're not going to do it today.

Getting into this pre-education Pre-Suasion more deeply, but. Pre educating patients before they come into the door is really essential, not just at the finance and payments stage, but for the entire IVF conversion goal. Now we're talking about one way of delivering it and that's the welcome sequence.

Talk to us about that. 

Stephanie Linder: [00:28:03] So essentially the welcome sequence is what happens before the patient gets into the initial consult. What are you sending them? How are you making sure that they are pre-educated and essentially are looking forward to treatment? And so what we usually see in a welcome sequence now is just, Hey, here's how to set up your portal.

And here's a form to fill out your medical history and get records from your OB, but it needs to be so much more than that. And so there's a variety of ways you can send the welcome messages, but they have to include. Four key components. The one is a sincere welcome from the physician, which is sending expectations and then preparing a patient who wants to come.

And it's crucial that this is from their specific physician. The second is a lot of the components of what we talked about around finance and payment. Pre-education really just making sure the patient understands how they're going to be able to pay for treatment and what their options are.

The third would be a patient testimonial, so it's a way the patient can see themselves and others feel that the clinic and the other patients are relatable and really a way to encourage the patient when this is a time that they may be getting cold feet. Cause this is one you're going to be sending a little bit closer to the initial consult and the last, but not least number four would be just a simple reminder of the upcoming appointment and a confirmation, but still know, let the patient know that you guys are thrilled and prepared and ready to see this patient very soon.

Griffin Jones: [00:29:33] A good welcome sequence really helps with cancellation rates too, because you're nurturing them in this way before they come in, getting them excited. This waging their concerns and dissuasion concerns is the name of the game. When it comes to our six area for positively increasing IVF conversion rate that's patient support.

Before I turn it back over Steph, , I want to talk about why this is included in IVF conversion. Because when I first entered the field, I would notice people leaving negative reviews, or if they had something bad to say about the client, I did the clinic, I did some. Research of looking at positive and negative reviews and it really does matter.

Someone is much more likely to leave a negative review if they didn't have a positive outcome, we'll go figure, well, I want to unpack that some more partly because. When they see baby, baby, and miracle, and we've got the best success rates and people don't always say it that way, but sometimes they also, don't not say it that way.

And prospective patients can fill in the blanks with their mind. Then they have a really high expectation. And that only expectation is one. Clinical outcome. It's one healthy baby at the end. And I know we've gotten really good with success rates, Stephanie, but there's still not a hundred percent and they're still, it's still really high for somebody who's spending tens of thousands of dollars of their own money.

Who's putting so much of their emotional. Focus and energy into the process. And so if the only outcome that we can give them is a clinical outcome that we really can't guarantee. Then we're often setting ourselves up for failure. And so we want to at least be giving. Prospective patient, the new patient as much value as we can outside of the clinical outcome so that there are other things to delight them with.

And then I saw some research from Dr. Ali Domar that shows that post consult only 32% of respondents that are not seeking treatment reported that their healthcare professional offered supportive services as compared to 61%. Of respondents that were seeking treatment. So we see more patients continuing with treatment when they've been recommended support.

And that comes in three different categories, which are? 

Stephanie Linder: [00:32:07] So you have your support groups. These are your resolves, whether they're a national or your local more independent support groups. Number two is your mental health professionals, psychiatrists, psychologists. And then the third is a, an umbrella term as well, but it's more wellness support.

So that's including a variety of different things, but I would say the three most important are your nutritionist. Your acupuncturist and some, a little bit of information about exercise. 

Griffin Jones: [00:32:39] And when you have those networks to be able to refer to and those professionals to whom you can prefer, how do you let the patient know about them?

Stephanie Linder: [00:32:50] So, it's definitely possible that you can put some of those sources on your website. Especially I think in the exercise or more just general information about maybe eating or yoga or anything like that. But I, with more of your wellness professionals or mental health professionals, there may be so many people that you refer to or trust that it.

Just as it makes sense to put everyone on your website. So it's always helpful to have an internal document that you can post in your patient portal, email it to the patients as requested. So you kind of have a go-to resources that can say, Hey, if you ask a question about this is where you go. And that will also help build often some of your referral patterns because clinics actually on average, see about five to 10% of their referrals come from the three things we just mentioned. So the overall wellness community.

Griffin Jones: [00:33:40] This is an area where you and I don't totally agree about putting all of the potential refers on the website on material. Let's hash it out right here for the Inside Reproductive Health audience.

Why not? 

Stephanie Linder: [00:33:55] So from my opinion, especially when I see in our clients and bigger markets take a New York, Chicago, San Francisco. When you have, let's say acupuncturists, where there's 20, 30 people that are in your referral network and just putting three or four could actually be more harm than good and show bias.

I think it makes sense to keep some of that stuff more internal because the second someone sees that they're not up on your website, they might get pretty pissed at you. 

Griffin Jones: [00:34:21] Well, so there's two points to that one. Why not put all 20 or 30? 

Stephanie Linder: [00:34:26] I think it's too overwhelming. 

Griffin Jones: [00:34:28] I don't. I think maybe you do, you direct to a couple that are, if you're in person with somebody, but my philosophy on a, B to C content, which is essentially what you're doing here in a B2B strategy, or maybe that's flipped is feature everybody. And then your second point was it, well, it rubbed somebody the wrong way. If they're not on there. I think it's a great problem to have. If you forgot somebody and somebody said, well, why wasn't I on there?

It's like, we would love to have you on there. And then that's a social media strategy, right there giving every single one of those people love over time. And if somebody says, well, why didn't you do a feature on us? We would love to Brian, when can we set something up? 

Stephanie Linder: [00:35:16] Well, there's a lot of points to make, to counter that.

I think to have your patient go through 40 different acupuncturists and call each one is not something they're gonna do. So then a you start having people argue with you about who's up top or who's placed first on the list because they're more likely to get called. It's just something that really can snowball.

So I believe it shouldn't be more internal on certain things and you post it in the portal. Your nurses can just refer to it. You that's really about it.

Griffin Jones: [00:35:44] I know that most of the clients and most of the listeners are going to agree with you because they don't want to deal with that. Some people are going to see that.

Yeah. I think that's a great problem to have. So you've just heard it right. That you've just heard the pros and cons you decide with how you distribute your patient support information. So in summary, there's four key performance indicators that drive IVF volume IVF conversion rate is just one of them.

That's what we talked about today. The things that impact IVF conversion, the most are physician presentation, post consult, follow up finance and payment. Pre-Suasion pre-education welcome sequence and patient support. There's a few different profiles for whom that's the best strategy to go to first, if you would like.

Our help in deciding if that's for you of what's missing from yours. If you're not converting as many people, we do that in the goal diagnostic it's cheap. It's easy. You get. To meet with Stephanie and I for two different meetings. And we get to talk about this. We can spend the whole time talking about IVF conversion rate.

If you want sign up for the goal diagnostic FertilityBridge.com. Stephanie, thanks for unpacking this with me and look forward to having you back on to go into some of these in even greater detail. Yeah. I look forward to more debates come prepared. I'll try. Thanks Steph. Bye 

Breaking Through the REI Bottleneck with APPs

Tamara Tobias on Inside Reproductive Health.png

Sometimes it’s the REI that holds back the growth of a clinic because he/she is doing tasks that could be delegated. It’s our job at Fertility Bridge to help you bring new patients through the doors of the clinic and it’s your job to convert as many of those patients to treatment as needed. In this week’s episode of Inside Reproductive Health, Griffin chats with Tamara Tobias on her perspective on the role the APP plays in reducing the REI bottleneck.  

Tamara Tobias is a nurse practitioner supervisor at Seattle Reproductive Medicine with over 24 years of experience. She is active in ASRM, currently serving on the Membership Committee. She helped develop the REI nurse certificate and basic courses available through ASRM and is a recipient of the ASRM Service Milestone Award. She is also an active leader in her local fertility community and publisher of Fertility Walk

Topics covered in this episode include: 

  • What your APPs should be doing vs the REI

  • How the REI could increase productivity by only doing follow-up appointments

  • What to do to have recruiting advantages

  • Training APPs 

Connect with Tamara: 

LinkedIn: https://www.linkedin.com/in/tamara-tobias-0752bb30/

To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com


Transcript

Griffin Jones: [00:01:01]  Breaking through the REI bottleneck with advanced providers. That's the topic that we're going to delve into on today's Inside Reproductive Health. To help me with that. I've got Tamara Tobias. You might know Tamara because she's a nurse practitioner supervisor at Seattle reproductive medicine over 24 years of experience.

And she's been very active in ASRM before I get into today's show. Today's shout-out goes to the NPG, the nurse professional group, the subgroup within ASRM, who does a lot of good programming. That I think is relevant to today's topic. And because of that, I wanted to give them a shout-out. In today's episode with Tamara, we talk about the role of the physician extender or advanced practice provider.

If you're hip to the current nomenclature, how that started off their role, maybe 15, 20 years ago, how it's changed radically in the last five years, but really in the last year and how they are part of the key to us, being able to see more new patients as a field, move more people to treatment that need it, and aren't stuck in the REI bottleneck.

And so we walk that line together. What those APPs should be doing and what really needs to be in the purview of the REI because that's a sub-specialty for a reason And so Tamara gives you a lot of food for thought In this episode if as a clinician you have a different point of view You're welcome to come on the show I'll tell you every time that I do a show that butts up with something that's clinical operations My job is to get as many people to treatment as needed And I could keep bringing new patients to clinics all over North America But to the extent that we hit this bottleneck there's gotta be other solutions which is why I'm interested in unpacking solutions like these if you have a different point of view, you're welcome on the show. If not sit back and listen to the point of view that Tamara gives us today. Ms. Tobias Tamara welcome to Inside Reproductive Health. 

Tamara Tobias: [00:03:01] Thank you. Thank you, Griffin, for having me excited to be here. 

Griffin Jones: [00:03:04] I'm excited to have you, because I'm looking forward to going down a topic that I think is inevitable.

We were both talking about how some clinics have been so busy recently. And so I think the role of the physician extender or advanced provider, whichever nomenclature people use in their clinic is going to be getting more and more involved in the coming years. And you being a nurse practitioner that's been in this field for a while.

I would love to hear your perspective of just the role of the nurse practitioner. And if you can speak to it also, the physician assistant was when you started and then how it has changed. If that is in fact, the case. 

Tamara Tobias: [00:03:47] Yes, I'd be happy to. So when I started, back in 2004, they really weren't sure what to do with the nurse practitioner.

And so I was actually hired on as the third party, program coordinator to just bring up the third party. I think that's how a lot of nurse practitioners started as people thought, okay, can you develop our third-party programs? And really it has evolved. So much in these last years where we're really utilizing the nurse practitioners skills to its full extent.

And so now by doing procedures and ultrasounds and seeing patients, and really I'm speaking of nurse practitioners and physician assistants, and I think the best term to utilize, which is more, the term everybody's using across the country now is. APP, which is advanced practice providers. So that includes your physician assistants, your nurse practitioners, and your nurse midwives,  in reproductive medicine there right now that the trend, there are more nurse practitioners than PAs.

We did a survey with the nurses professional group. About two years ago. And with that, we had about 30 respondents and there were 23 nurse practitioners at that time and about six PAs and one nurse midwife.  But I see those numbers definitely growing. 

Griffin Jones: [00:05:07] It seems to be the case that nurse practitioners outnumber PAs, at least from just our clients and people that we work with.

So it started off with a third party role and you still see, I see a lot of NPs in that role, in fact some clinics that are bringing on NPS for the first time. I still having them do that first. That's like the first thing that there doing. So how did it grow after that then what happened? 

Tamara Tobias: [00:05:31] You have to push, they have to push. Is there a way to show them that they can do? And,  that was me being a little bug in their ear is like, I, yes, I can see these donors and bring on the third party, but I can see your recipients and I can do their ultrasounds and I can do that donor ultrasounds. And then they can see that if you're performing those well and you're doing a good job at ultrasounds that it opens up to more like, oh, sure Maybe you could do more ultrasounds follicular dynamics. And then it even evolves to doing OB scans and then it becomes procedures. I think if you're working third party, they think, well, maybe you're doing ultrasounds. Now you can do a sailing on a histogram, maybe on my recipient will you do that salient sonar histogram was using an ultrasound, but then you could push a little bit more and say, well, I can do not only recipients. I could do your regular IVF patients. And now I can do office hysteroscopy and HSGs and hysterosalpingogram. And so you just, it's just keep raising the bar because you are practicing within your scope.

And we'll talk a little bit more about scope and different states, but I think it's just letting those physicians realize , The training and the background that you have and how you can apply those skills. 

Griffin Jones: [00:06:46] So let's talk a little bit about that scope. How do we know that a nurse practitioner or a physician assistant is qualified to do those things that you said?

Tamara Tobias: [00:06:56] Yes. So if you look at our training, if you look at federal law, simply states that nurse practitioner needs to follow the training and the education based on your state. And that's where it gets tricky because every state has a different scope of practice. And for example, in Washington, we have a very broad scope of practice.

So in Washington we've really, I really can provide care to my full education. So that's diagnosis, that's management, prescribing, and prescribing medications. That's all within the scope of practice. That's Washington state. Now you have other states, for example Michigan, unfortunately, nurse practitioners there they have to operate under their registered nursing license and the only way they can apply for their skills such as, procedures or ultrasounds under supervision of a physician. But I think having said that, I think in reproductive medicine, we're so specialized that even if we're working in a restricted state and every state is so different, even if we're working in a restricted state, I think in reproductive medicine almost all of us nurse practitioners, or APPs, we are working at collaborating with the physician. And so if we're collaborating with a physician, then we should be able to apply all of those skills and be able to provide all of those services. 

Griffin Jones: [00:08:20] So it really really depends on the state medical board. That's who sets the scope for the APPs?

Tamara Tobias: [00:08:26] It's the state it's both the state medical board and the board, the nursing board of that state and its legislation in that state. 

So you're in Washington state and maybe you can't speak to Canada. It's okay. If you don't have any cursory knowledge of that, but we have some Canadian listeners. Do you know any, anything about the regulations in Canada with regard to APPs?

Not a lot. I do know there was an APP in Canada. She's fantastic. She's reached out to me. I'm just reaching out to find out what I do in my practice and such to see if she can start doing those things in , her office. And so I'm always happy to share. I shared with her, my orientation checklist that I have of every heck includes all of not only procedures, but as well as consults that we do.

And I shared that with her to see if she can start doing that in Canada. 

Griffin Jones: [00:09:19] If we have any Canadian APPs that are listening and they know a little bit about the legislation and the regulations in different provinces. Feel free to email me. We'll have you on the show. We'll do an entire episode about APPs in Canada.

One thing you mentioned infertilityTamara was procedures and talk a little bit about that are we talking IUI, what else are we talking about when you say that APPs? 

Tamara Tobias: [00:09:42] Yeah, Procedures, so ultrasounds and ultrasounds can be ultrasound for follicle, your IVF, as well as OB scans IUI, and the  endometrial biopsies uterine evaluations and the most of the uterine valuations I do our office hysteroscopies,  but we also provide HSGs as well as SIS is the salients on a histogram.  We do biopsies for ERA when we're looking at that and our mutual scratches, which is outdated now, but we can do that a lot of physical exams on all your third parties.

And then I would say the other thing I do a lot is problem visits. So those that are calling in, they have pelvic pain or they have cyst or they're bleeding, somebody that needs to be seen same day. And so that's a lot of  what a day-to-day is. 

Griffin Jones: [00:10:30] I want to come back to the problem visits, because that ties into another sub topic that I want to address with you.

 One of the things that's involved with procedures that I hear people talk about is retrievals for IVF. Can an advanced provider do that? 

Tamara Tobias: [00:10:44] That is a surgery. And so advanced provider, I do not know of any in the United States that would do that. Not necessarily in our scope because it is a surgical procedure.

So again, within the scope of our nursing background, our focus was really,  wellness and education. We can diagnose and treat and do some procedures, but not necessarily a surgical procedure. Now I can't speak on that with a physician assistant. Because they may there's physician assistants who do some surgical procedures or assisting.

And so that could be a possibility. 

Griffin Jones: [00:11:21] Okay. That's an interesting distinction. Let's go back to the problem. Patients. Everybody loves the problem patients and it seems like, oh great. I'm an advanced provider. I'm the one that gets to deal with these problem calls a problem visits and what I'm wondering is how does it tie into one thing that physicians really concerned about, which is what does the physician need to do?

[00:11:48] What does the physician really need to be present for? And some would say, well, absolutely. The high-touch cases are the ones that the REI absolutely needs to be involved with. So. What's the  purview with problem visits. When there's a NP, that's perfectly qualified to take care of at least some of them, 

Tamara Tobias: I think we're all working together.

And so when they, when these patients come in with problems that it could be hyperstimulation, I don't see as much as that anymore. I used to, unfortunately. So it'd be hyperstimulation it may be an ectopic pregnancy. I just had a molar pregnancy. So I think the key point is. The physician or they are may be in a zoom consult.

Right. And their schedule is packed and I might have a 15 minute opening in my schedule. So those patients come on, I'm doing that initial assessment. I'm doing that screening. I'm doing some blood work. I'm seeing what's happening. I'm doing the ultrasound, but I'm then collaborating with the physician. So I think it's important. For all APPs and we all do this. We work very collaboratively with our physician and follow up appropriately. So depending on what I see, I may have to pull that physician in. Maybe during that consult and get in another opinion, or if I have a field demise, I might not. I want another set of eyes. I may say I'm so sorry.

I don't see a heartbeat, but I, that is such an emotionally charged moment that I definitely want to pull somebody in and just get another set of eyes. And so I'll do that. And so I, that's why I feel that even those problems, they're hard. They're very difficult. Cause they're just added on your schedule. But you're not out there flying solo. You're definitely collaborating. 

Griffin Jones: [00:13:28] Collaborating, but is the collaboration triaged is the app essentially doing triage on these problems visits and then bringing the they're the gatekeeper that brings the REI in when there's the most complicated cases. 

Tamara Tobias: [00:13:40] Yeah. Yeah. Unless we can manage it.  But I would definitely consult, like, if I feel like this is what it is, if it is an ectopic pregnancy, I'm not going to be the one doing the surgery on that ectopic pregnancy. So I think it's important.  To absolutely bring them in. 

Griffin Jones: [00:13:56] Well, I'm thinking from the REI, point of view, should they be having, if they can have the ability to hire APPs, should they be having APPs do the problem visits to triage those cases?

And then the REI comes in on those cases that the advanced provider brings them into. 

Tamara Tobias: [00:14:15] Sure. I do think  that the problem visits are going to be the most challenging. And so those are, you're going to want your more experienced APP to be managing. So it may not be until a couple of years down the road where that physician feels very comfortable knowing that APP is more experienced and better able to triage co-manage those patients.

I think the day to day, things like that procedures the routine ultrasounds. Absolutely. We can do those, but I think it does come down until more training and more, more senior.

Griffin Jones: [00:14:54] Well, let's talk about that training and how one gets to that level of seniority, because the entire reason why you and I are talking about this topic Tamara, why is a marketer so fricking interested in nursing operations here?

It's because my job is to get a million people through IVF treatment in the United States that needed versus the 200, 250,000 that are getting it right now. The bottleneck right now is the clinic. The bottleneck is the clinic, the lab, the doctor, and I could bring people. Way more patients, but we're still hitting a wall.

And so anything that starts to get more access that we can treat more patients with. That's what I need to learn about. So you mentioned that. That level of triage and seniority comes after a couple of years, what training needs to happen in order for them to get that senior level of experience?

Tamara Tobias: [00:15:47] Yes 

you're absolutely right when we both talk about marketing because I think about that and, bulk of revenue is from IVF, right? For reproductive practices. It's the IVF, it's the surgery. And that does need to be managed by the RE. But utilizing a nurse practitioner or an APP, I think is a win-win.

If you utilize them for procedures, you're utilizing that for procedures, for ultrasound, that's going to free up your REs time. And so that RE can be doing more of the IVF consults and then your advanced practice providers can be doing more of the procedures and the ultrasounds. And even with the ultrasounds, I think the benefit there is that the APP.

As a nurse practitioner can be helping talking about their plan. We can talk about their next steps can diagnose if they, perhaps they have a yeast infection and it saves nursing calls because they don't have that. The nurses don't have to do as many callbacks if the APP sees that patient.  So training can be tricking. It depends on their background. So it really depends if I have a new nurse practitioner who first was an RE fertility nurse. And I have a lot of those actually in our practice had five of them that were fertility nurses first. And then they went on to go to school to get their master's degree in a nurse practitioner.

So they have a lot of that RE experience. They're not going to take us long to train. But it is. It's not as straightforward and there's not an organized program out there. And I do my best. I developed a program in our practices because of the number of APPs we have, but I think it's important to look at ASRM as a resource, an excellent resource utilizing the ASRM certificate course.

I have them do a lot of independent study, a lot of independent study reading F & S for fertility sterility. If it's a nurse practitioner in a small practice where it's just one doc, if there's going to be a lot of one-on-one training and observing and learning those procedures. And until that physician feels comfortable, APP can do those on her own or he or she on their own so it's time.  

Griffin Jones: [00:17:55] If you could build your master course, if you could create it beyond the, and you've done a lot with your own practicing, I think we've also done work with , NPG and other groups. If you could create this master course, what would the table of contents be for to bring other advanced providers up to the level that REI will feel comfortable turning the reins over to them? 

Tamara Tobias: [00:18:18] So one is the basic understanding. So you're going to have a huge didactic component going through all the components of infertility and then the second is going to be procedure. And I think there's a lot of really good online tools now. For example, ultrasound, how do you train somebody to do an ultrasound?

And there's a lot of good there's even YouTube videos. And I have a list of good, I feel quality YouTube videos that I have my nurse practitioners watch. Unfortunately, there's not a lot of in-person courses right now, so you're really relying online and in the office training, Yeah. And I also, I would, I have a master's so  I think that there's two components.

I think there's a lot of procedures to the APPs. And then I think there's a lot of that infertility diagnosis and management. That's more the didactic and that's where I lead to an APPs. Also see a new patient and maybe we can chat about new patients and how they can help out with the practice as well.

Griffin Jones: [00:21:55] Let's do that because we really, we need to solve some of the new patient bottleneck that's happening right now. And I spoke with one of our clients today and said is, was that something you'd feel comfortable with letting, an NPC, the patients on the first visit? And he said, no. And so let's have you make, or at least show us the path.

For how it, it could be the alternative. 

Tamara Tobias: [00:22:24] I absolutely think there's a combination there that can definitely happen. And so I yeah I also have heard some feedback from perhaps like an OBGYN I say, well, I'm referring to an RE, I'm referring to the specialist,. Why should they why should I refer them to you then just to see that APP And I would say two things to that I would say one is that we are working together with the RE So we are collaboratively working together. And I really think that's a win-win for that patient because that patient is not, is now getting. Two providers instead of one provider. And I would say that APP, I would also encourage that APP to go out to the OBGYN, to introduce themselves, to do lunch and learns, to let them know that I've been doing this extra training.

I am specialized in this and I'm working together with that physician and we are a team. And so I think that can be a really a win-win, Other ways I see it as nurse practitioners or APPs are focuses on wellness. And I think a lot of patients, especially infertility, patients really want a holistic approach because they're out there, they're out there seeing natural paths.

They're seeing acupuncture, they're trying herbs. They're doing all these things on their own before they even see us. So I think an APP is a nice natural fit. I've seen different models and it depends on how that practice operates. And so I've seen models where the nurse practitioner does the initial intake on all new patients.

So they'll do the complete history, physical, not doing so many physicals right now but do the complete  history start the workup. And then the follow-up council has done by the RE and that saves that RE a lot of time because a lot of the front work has been done already. 

Griffin Jones: [00:24:17] Those patients also convert to treatment more readily, if the REI is only going to be at one of the visits, it's better to be the follow-up.

I can't tell people from a clinical outcome one way or the other, what they should be doing. I'm just saying that people that are in that group convert to treatment more readily. 

So one of the things that you talked about with regard to physician assistants and NPs being involved in this process is how they're introduced to referring providers.

And that dynamic that you mentioned about referring to providers is one of the big reasons that people are nervous about having, not just APPs, but also other. Physicians, like if they hire a new doc, we're worried about pushing some of their waitlists to that doc so that they can get busier faster because it's like, well, Dr. Smith referred them to me and we have that relationship. And I think that's such a mistake. And so I want to talk a little bit more about that and I want to share just. A bit about how we do it in my own firm. And I know it's not the same thing as MD referrals, but people hear me on the podcast. They see me at speaking at PCRS with the red pants or around with my haircut.

And so it's like they're buying group, but the first time that they're speaking with us, it's my, it's not just myself. It's my director of client success, who ultimately is the account manager. And so if. If they are going to move forward, they're talking with her from the very beginning and they know that once they're on the other side of this, it's like, Griffin's not the one handling the account.

It's this other person that came in real early, even before we decided we were definitely gonna work together. And if we decide like, Okay. Yeah. We want to talk about this in more detail. Then we bring in our project manager. And so they're even one level deeper before we ever like ink the paper that, yes, this is what we're going to do together.

So that transition for us has been super smooth. It ties into what you were talking about with bringing the advanced provider along. What else can you do to. Help build that relationship with referring providers and we have an referring provider strategy, but I'm asking you in such a way that I want to know.

When did you maybe I feel like a third wheel and or how can you make sure that the advanced provider that you're promoting doesn't just feel like an add-on? 

Tamara Tobias: [00:26:51] Yes. Yes. Got to get out there. I think if you're new to a new APP to a practice, it's getting out to the OBGYN.  We utilize our marketing people and they're wonderful.

They get these lunch and learns, set up. You can do my webinars. I think that's important to just get that face, let them get to know you and know that you're working alongside that. RE , Another way. So, and then your website, a website is another really important tool because I find the biggest mistakes, and this is my personal opinion, but if you go to a website and it lists our providers, some practices, they only list the REs.

And they don't even show the faces or lists the APPs or who are really working in co-managing and helping these patients. And in our practice, we don't list. Who's they're in alphabetical order. And this is your team. This is your team. Who's working with you. And it's not, there's not this hierarchy.

And that's what I love. I love about our practice. And I think that's an important message for marketing is you're a team. It's not one for over another. And you're providing the service together. 

Griffin Jones: [00:28:04] When we do our episode on physician referring physician strategy, which I think is coming out next month, I'm going to make sure that we give a special shout-out to the APPs for this exact reason.

So, okay. So let's say we've assuaged that concern. What does the REI still need to be doing? Because Tamara I'm thinking of my own primary care physician. I don't have a primary care physician. I of course do at the general practice that I go to. I've never once seen it, my provider is the nurse practitioner and has been since I was 18 years old.

And so I just view that person as my provider. People can say, well, fertility is different. REI is different and indeed it is. So what does the REI really need to do still? Even when we have brought in our APPs, 

Tamara Tobias: [00:29:02] Absolutely. So we talked about different models. And so one model, like I mentioned before is sometimes the APP does the initial assessment, the initial workup.

And then the follow-up is with the RE. Another model is looking at what appointments are appropriate, perhaps for an APP. So for example, look at donor sperm patients, same-sex couples. They go to an REI practice. They're not infertile. Right. They may be a little, they may be subfertile because of their using frozen sperm, but they're not infertile.

And so those are completely appropriate patient population that the APP can see, can manage. And in our practice, we sort of have a protocol, like if they're not pregnant after three attempts of this or that, then they're going to have a follow-up with one of the physicians. And so we can get that initial part done and most will get pregnant right. In those initial cycles. So if they're not getting pregnant or they need higher-tech, and I think once we're getting higher tech where we're talking use of daily gonadotropins, or we're talking, getting ready for IVF, then absolutely those need to see that REI.

I think another, good population can be egg freeze patients. And so, and this can be tricky. I think you're going to need more experienced APP to see those patients.  But in our practice, the APP see a lot of the new egg freezing patients for two reasons. One again, they're not infertile. Two, they need a lot of education and that's what APPs are great at providing education and really talking about what's their family building strategy. What's their goal? What do they want to do in the future? And we have that time to really dive in to those discussions. And then what we do in our practices, the APP does a bulk of that work.

Does all that management. And let's say if I see somebody and she has low diminished ovarian reserve, that was surprising or she's older. I'll do the bulk of the work, but then they get a free 30 minute follow-up with a physician, but then RE. So making sure they have those touch points. So that patient feels like they, again, they have this team working for them. And so I think that's another good population.

Griffin Jones: [00:31:15] Why do you say the APP should be a more experienced one if they're partly managing the fertility preservation program? 

Tamara Tobias: [00:31:24] I think an APP to be more experienced, to just to know outcomes and really understand outcomes from egg thaw, how many eggs, the age of the patient, things that could go wrong. And so I would have them more experience perhaps starting with egg donors.

Working with the egg donor population for maybe six months, eight months. So they really get a good feel of how a stimulation cycle goes, how the response goes, because you need to be able to answer questions. Why am I not responding the way, why did I have 11 follicles at my baseline? And now I only have four follicles and to really have that understanding of the IVF and the cycles and how that works, I think may mean more time and experience. 

Griffin Jones: [00:32:08] When did you see the role of the APP? Start to open up beyond just the third party coordinator role. When did you start to see REIs giving more of that work scope to the APP? Was it five years ago or longer? When did this really start to take off? 

Tamara Tobias: [00:32:28] I think you nailed it. I want to say five years ago.

Griffin Jones: [00:32:31] I think so, right. I know, I've only been here for seven years, so I can't really say, but it didn't seem like it was that way in the beginning. It seemed like there was a lot more people pooing it. And to me, it seems like even in the last, really like since this boom post COVID has taken it to another level, like maybe five years ago, this really started more people were doing, it started to be a little bit more accepted.

There were still some people that said now we're not going to do that. And then, this boom that has not gone away since last June. And it's forced people to revisit it. That's what it seems like to me. What do you see happening? 

Tamara Tobias: [00:33:08] I absolutely agree. I think the last five years, I think the volume has pushed it.

I think they're ,  busy and  they, their schedule is so full and they don't have time to do procedures. And then when they see that the APP  can do that, they're like, that's great. Or the problem visits or these new patient consults like donor sperm. They're like, yes. See them because I need to do my IVF patients.

Those take more time. Those are more problematic. Recurrent pregnancy loss. Those that are, really take longer, they're more, much more high, complex cycles where we can take, we can help and take some of those other cycle management off.  Another thing that happened because of COVID, I'll just comment on is we had that brief slowdown period. But when we did have that brief slowdown period,  in our practice in SRM, we developed a PCOS wellness program and you think a PCOS is huge and affects one out of 10 women. And it's huge. And our RE's do not have time in that consult that initial consult to talk about infertility.

And then. All the things that encompass PCOS is life has,  we could do a whole day talking about PCOS, right? And so this piece was program really now focuses on education diagnosis and managing symptoms and treatment of symptoms that the APP can do. So now here, our physicians were like, yes, have it go, go, because they don't have the time.

So we're doing those consults. We're seeing those patients and if they need to do IVF, then we're, co-managing again, we're there helping them manage lifestyle, obesity, insulin resistance.  We're helping that. And then the RE is doing the IVF portion of it. That's work. That's great. It's taken off. 

Griffin Jones: [00:34:55] It's taking off well with the example that you gave with your group, but it's also taking off that APPs are certainly expanding to their scope within the REI world in a way that we hadn't seen five years ago, I could see the pendulum swinging the other way and people saying, okay, we've got so many darn cases coming in and now new York's a mandated state.

And now progeny just landed 10 more companies. And so 800,000 more people in this state are insured. What have you? And I could see us or people just adding advanced providers and maybe not doing so in a way that's systematic. What problems could come from just doing this too quickly?

Tamara Tobias: [00:35:46] I think patient satisfaction, right?

If you throw somebody in there, there was one nurse practitioner on one of the comments that she made in our survey. And she said she went to the sink and swim university. And I think if you do that , you're setting yourself up for failure and that nurse practitioner is going to leave. You're going to invest time and money to train them.

And. And if they're not feeling satisfied or they're thrown in there, and they're not getting a nice balance of maybe doing procedures and new patient visits, but feeling comfortable and feel an educated and supported in that role, they're going to leave.  So yeah I think you could say your self up for failure.

If you don't invest in time to truly train and educate these APPs and then check in on them. How are they doing? Are you utilizing them to the skills that they're capable of? Do they want to do more? Or do they want to do less? Do they have a particular interest? So for example, we had an APP who really wanted to work with male infertility.

So we hooked her up with a urologist and it was a perfect fit. So could there be a role in your practice for that? And so. Yeah, I think you really, you have to invest and you have to do it right, but you can't go too fast. 

Griffin Jones: [00:37:01] When you check in on them. How are you evaluating your APPs? 

Tamara Tobias: [00:37:06] So for me, several ways. One is we have you can call at any time, right over if you have any question of the day. Then we have routine meetings. So routine meetings, quarterly, and those are like a two hour meeting where we could go through our topics. We have reviews twice a year where we sit down and have a formal review.

 We have peer to peer reviews. And so checking in seeing how they're doing on their patients. I check in with the physician. So all of my APPs have a physician mentor. I think that's really important as well. And cause that mentor is going to be my resource to check in, to see how that APP is doing.

Has there been any patient complaints? Has there been any grievances?  And that's important as well. And if there is, let's go back, like, was there a mistake on a procedure? Was there a hiccup or if there was let's readjust it, do we need to do more training? And really have a process for training. So it's not watch one, do one see.  What does it say? What does it say? See one, do one, teach  one, right? Yeah. No, you can't do that. You'd need to have a process. 

Griffin Jones: [00:38:14] Give us some tips for recruiting nurse practitioners, because  I could see this getting even more competitive than it is now. They're easier to recruit then REIs simply because there's only 40, 44 fellows a year.

They're just by numbers. There's more nurse practitioners, but it's not like they're so easy to get either. And so what's the best ways for recruiting and retaining them? 

Tamara Tobias: [00:38:41] That's a challenge. It can go both ways. So I'm gonna share my experience. I've had new grads and so you could go to schools and try to get a new grad.

The tricky part about that is if they have no women's health background or OBGYN experience in their background. You don't get reproductive medicine and your training, not so much. Right? So it's very focused unless you are a women's health nurse practitioner, you're going to be focused in on women's health.

But if you are a family, nurse practitioner, you're getting everything. And so is it diving down, and if you get a new grad, it may not be what they thought it was going to be. And so I would, then if it's a new grad, I would have them maybe do a, a day where they follow you just to watch. We'll see what's involved with that role before hiring them to see if this is really something that they're interested in .

Griffin Jones: [00:39:32] Not as a means of training them, but just as a means of them self screening, like who I want to get in to this, who do I want to run for the hills?

Tamara Tobias: [00:39:39] Yes exactly.

Yes. I had a nursing student come in to just to watch me for just a couple hours. And she passed out on the floor within the second patient. I was like, 

Well, do you really want to be a nurse?

Absolutely.  The other thing I would look is OBGYN practices. Now this can be tricky too, because you don't want to, but.  It's not so easy getting APPs it's I think it's a tight market everywhere, and we're struggling with medical assistance. We're struggling with nurses, we're struggling with ABP.

So  it's not that easy. you need to be competitive with your salary.  And it, and I think, like I said before, there might needs to be some in like observation first before you invest the time and money for training and hiring. 

Griffin Jones: [00:40:31] I suspect that matching of interest that you mentioned for the one example that you gave would be a recruiting advantage as well, because to a certain degree, depending on what market you're in, you may or may not be able to go to the top of the market for the salary that people are getting if there's a lot of demand and you're in LA, for example,  you might just not be able to do it if you're a smaller practice, but if you can say, okay, we have a few APPs and this individual wants to, I'm putting sub-specialized in air quotes, but  in male infertility, we should be able to give them that trajectory. I suspect that's one way when you can allow somebody to pursue the academic pursuit that they want, that gives you a little bit of an edge when you can't make up for it in material benefits. 

Tamara Tobias: [00:41:24] Yeah.  Another thing that we've done in our practice, we have a yearly conference this year was online, but  we do an outreach to the OBGYN community where we educate and train. And a lot of the program development of many of speakers are APPs. And so it's fun for a way to introduce what the role is and what is involved for people that have no idea. They may come out of school and they have no idea that this even exists as an opportunity.

Griffin Jones: [00:41:55] You talked a bit about what REI is, can understand better and more deeply about APPs. And now I want to flip it and giving you this seat to flip it, because I also want to make you blush a little bit, because I'm not gonna say who it was, but one person weren't said about you. They said that there's a handful of advanced providers in the field that the physicians look to as peers and Tamara is one of them.

And so I'm going to let you flip the script and say, what is it that APPs need to better understand about the REI and what they're going through?

Tamara Tobias: [00:42:33] I  think for me, for maybe for me, I just had such a passion. I've always had such a passion in the field and wanting to advance and grow and learn and just take it in another step further. And I think I've had RE's reach out to me actually and say, Tamara, I want to hire an NP. How do I do it?

How do I even start? And  I'm happy to share my orientation, checklists, my protocols. I have so many protocols and SOPs and what I feel is reasonable  for an APP, but understanding the boundaries too, because we're not an REI and I never, ever want even, I mean, that is such a specialty and I have  the utmost respect for all of our physicians. And I feel like I am there to help these patients and sometimes to help them and move them along that those, their journey, right. 

Griffin Jones: [00:43:29] You've given us so much to consider with how we bring APPs into the REI practice. How do you want to conclude for our audience Tamara?

Tamara Tobias: [00:43:38] Love the APPs, utilize us where we, I think there's practitioners, especially nurse practitioners who have our, we have nursing background for the foremost in that nursing. Component that, that teaching in us, the wellness, being a coach, being an advocate, just providing that empathy per patients, if they can see how we will work together with you. We are not out here to.  Take patients over anything like that? I would say I, especially in our practice, I see such a love for our APPs now and really looking at how we help grow the practice and we can help increase the revenue in the practice and we can free up time for REs who really need to be doing all those complex cases and that patient management. 

Griffin Jones: [00:44:28] And give people like me, marketers like me someplace to send all these patients. So God love you. Tamara Tobias, thank you so much for coming on Inside Reproductive Health. 

Tamara Tobias: [00:44:39] Thank you. It was my pleasure.

The 6 Pillars of the Fertility Referring Provider System

By Griffin Jones and Stephanie Linder

Give referring providers some credit.

Not all of it..but some.

RP_1.png

Contemporary thinking about the impact of physician referrals on the REI practice tends to be polar. On one end, MD/DO referrals are responsible for the lion’s share of new patients. On the other, MD Referrals are dead and everyone finds their practice on the internet. Bent to their extremes, each pole is factually incorrect.

These are the facts as produced by a 2020 Fertility Bridge survey of over 250 REI patients from across the United States

  • 60% of REI patients are referred by a physician 

    • That’s a lot, but it’s far from 100%

  • 21% of REI patients say their MD referral was the most influential factor in choosing their REI

    • That’s the #1 slot, but 21% is far from a majority, and it’s almost neck and neck with location (20%) and recommendation from a friend or relative (19%)

RP 2.png

While it is remiss to favor a referring provider strategy to the exclusion of all others, it’s equally irresponsible to forgo a system for reliably growing and nurturing referrals and relationships. In order to sustain and grow referrals, your Referring Provider Strategy is built from six pillars. 

  1. Reporting 

  2. Ancillary Services

  3. Content 

  4. Events 

  5. Outreach

  6. Referral Follow-Through 

By systemizing these six pillars, IVF centers are able to grow and sustain referrals without always adding the overhead of an additional physician liaison. 

1. Reporting


Reporting is the first pillar of the referring provider system because time and money are wasted whenever it isn’t correctly established. Three key performance indicators measure your referring provider efforts.

  1. New Patient Volume

  2. Number of Referrals

    1. Total referrals-EMR

    2. % of attribution-patient reporting

If your practice or your goals for growth aren’t large enough to do much outreach, then you only need to measure these two KPIs. Before you put substantial effort and resources into outreach, however, you must report on activity and results across these six categories.

Chart.png

It’s important to consider both practice groups and individual providers for two reasons. 

  1. Your top referring physicians may not be accounted for in your top referring practices

  2. If you have served a provider’s patients very well, the earned trust can readily leverage a relationship with their partner

If 60% of patients are referred to your practice by a physician, that means 40% are not.  But 100% of pregnant patients are sent back to a physician for OB care.  Therefore, a powerful way to focus your target list is to look at the OBGYNs to whom you’ve returned pregnant patients but have not referred to you.   

Roughly 25% of physicians that provide OB care for fertility patients are never recorded as a “referral” in most IVF centers’ systems.  However, if they’ve heard good things from your graduated patients, and seen the results of your care, they have reason to engage you.  

Activity is recorded in a CRM. Results are recorded in the EMR. 

2. Ancillary Services

30% of patients that see your practice for a referral Semen Analysis  or Hysterosalpingography, will return within one year for a fertility consult.  SAs and HSGs are not just useful tests; they’re powerful lead generation tools.  Offering them creates a very low barrier for outside providers to refer. 

  1. Accept outside SA or HSG referrals

  2. Promote services separately (content) 

  3. Return results for SA and HSG to providers within 72 hours of the service performed 

  4. Educate referring providers on how to interpret results (events, content)

3. Content 

Once you’ve identified your targets and solidified your ancillary services, you need captivating content to reach and promote them.  As before creating any content, it’s important to establish brand guidelines. Beyond the look and sound of your brand, referring provider content must include three differentiators

  1. Performance (Success Rates, Technology, Lab, Embryology)

  2. Patient Care (Staff, Physicians, Communication) 

  3. Access To Care (Finance, Ease of Appointments, Insurance)

These differentiators appear across five key pieces of content: 

  1. Referral pads

  2. Referring provider page 

  3. Differentiator checklist 

  4. PreConception panel

  5. How to Interpret Semen Analysis guide 

Checking these items off of a to-do list does nothing to ensure their effectiveness. Messaging and design is paramount for helping the message to be received and this is where good creative comes into play.

4. Events

Thorough and poignant content makes for cogent event agendas. The return on traditional outreach had diminished for years prior to COVID-19. The pandemic only accelerated the need to rethink the same fruitless methods of calling on doctors and clinics. 

Four events increase provider referrals and positively impact relationships. Each of them can and should be done both virtually, and in person. Feel free to turn them into lunches and dinners when appropriate, but the content must be good enough that you don’t have to.

  1. Provider to Provider Meetings

  2. Provider to Group Visits

  3. Open Houses

  4. Single-Topic Educational Events

5. Outreach

Even among groups with excellent physician liaisons, no one can supplant the REI’s ability to build physician relationships. Your reputation as a trusted educator is crucial to building a referral network.  REIs must be accessible, present, and communicative.  

Four forms of outreach in which the fertility specialist has an irreplaceable advantage are

  1. Residency rotation

  2. Medical school and residency relationships

  3. Membership in local medical and specialty societies

  4. Grand Rounds / Journal Clubs 

 Once a trusting relationship is cultivated,  leveraging other staff becomes far more effective. When REIs are unable to participate, outreach to referring providers should be delegated in this order:

  1. Advanced providers

  2. Nurses

  3. Physician Liaisons and Marketing personnel

  4. Front staff 

The Physician Liaison supports these efforts strategically: 

  1. Total office calls

  2. Updating target accounts, including wellness providers

  3. Semi-monthly touchpoints

  4. Content and event coordination

  5. Referral follow-through coordination

6. Referral Follow Through 

Good News: You’ve gotten people to refer to you

Bad News: Now you have to keep them happy

Once a referral has been made, maintaining and growing the relationship requires follow-through in these forms: 

  1. Thank you note for initial referral 

  2. Semi-monthly touchpoint 

  3. Post-consult referral note immediately following the patient’s consult 

  4. Graduation update. If the patient is successful in achieving pregnancy, provide medical records, note and inform OBGYN that the patient will be returning to their practice 

WORK THE SYSTEM, GROW THE RELATIONSHIP

Though MD/DO referrals are not the overwhelming source of REI patients that they once were, they still do account for the most common influential factor in choosing a fertility specialist. Growing physician referrals isn’t about hiring a “door knocker” to distribute pamphlets and drop off bagels. A Physician Liaison may be an incredible investment or a complete waste of money for you.  First, invest in your system, considering the six pillars of reporting, ancillary services, content, events, outreach, and follow-through.

108 Managing the Pressures of Launching a New Fertility Center

Dr. Brian Levine on Inside Reproductive Health Podcast.png

This week on Inside Reproductive Health, Dr. Brian Levine and I discuss what it's like to launch a brand new center under the umbrella of a very large company in an extremely large market (New York City). We also chat about the pressures of launching a denovo clinic in a big market versus the pressures of starting a clinic as a satellite office.

Dr. Brian Levine is the founding partner and practice director of CCRM New York. He is board-certified in both reproductive endocrinology and infertility and obstetrics and gynecology. Brian Levine, M.D., leads the industry in normalizing open dialogue about infertility and educates prospective parents on a national level. He has been cited as one of the nation’s leading fertility experts in The New Yorker, New York Post, NBC, CNN, Avenue Magazine among others, and was honored with the Doctors of Distinction award in Westchester County. 

From this episode you’ll learn: 

  • New York market dynamics insights

  • The value of good mentors

  • Where technological advancements are happening

  • Why REI’s don’t get the training they need from school

Transcript

Griffin Jones: [00:00:52] Today I speak to Dr. Brian Levine from CCRM New York.

Before we get into the topic of what it's like to build a Denovo center within a very large group in an extremely large market. I want to give today's shout-out to Dr. Kenan Omurtag thought of Dr. Omurtag because I met him around the same time that I met Dr. Levine also did a piece of content with him early on when, in my tenure, in the field.

And so shout out to Kenan and hopefully, I get a text or an email that he got wind of this shout-out. Today's show with Dr. Levine is about what it's like to launch a brand new center under the umbrella of a very large company in an extremely large market. We talk about what that's like the pressures of that are like, versus the pressures of starting a clinic as a satellite office for someone else as an associate, for example, and we talk about the dynamics of the New York market. What CCRM is like. A little bit of background about Dr. Levine. He's the founding partner and practice director of CCRM New York. You may have seen him on New York Post, NBC, CNN, Avenue Magazine.

He gets around, I believe ASRM tech committee is where I may have originally met him. And so please enjoy today's episode with Dr. Brian Levine, one of the Castle Connolly, top docs from New York's super doctor ranking about what it's like to start a Denovo clinic within a large group, big market 

Dr. Levine, Brian, welcome to Inside Reproductive Health. 

Dr. Brian Levine: [00:02:32] Thank you Griffin for having me, I'm super excited to be here today. 

Griffin Jones: [00:02:35] I almost said welcome back. But when I realized it, when my podcast producer brought to me a list of suggestions for topics, and we put you on there and I thought, oh yeah, we'll have Brian back.

You haven't been on the show. You were a guest author in the ultimate guide to fertility marketing, which we wrote five years ago, but this is your first time on this show. And I always; I guess I just always thought you were on Brian. So it's, we're overdue, but I'm glad that you're on the show right now.

And I want to talk about the situation that you've been in, in your career, which is starting a new practice in a very established group in a new market. So do you want to set us up with a little bit of background for that? 

Dr. Brian Levine: [00:03:18] Sure. To help set the foundation for our conversation today, the theme that I think we should bring forward is a partnership.

Cause that's what this whole topic is really going to be about. And, starting a clinic and working with an established brand and helping, be part of a new of that brand. Now growing into something new and exciting the theme is partnership today and, I've been very fortunate.

For me, I think it was timing being in the right place at the right time. So I'm a New York guy, right? Like I literally have not left New York City since the summer of 2002, when I graduated college. I went to graduate school in New York City, I went to medical school in New York City.

I did my residency here. I did my fellowship here and truth be told. I always viewed myself as someone who was going to be part of that academic rigor. Like I always thought I was going to be at some hospital with some affiliated medical school teaching seeing patients mentoring, residents, and whatnot.

And there really was a turning point for me in fellowship. Where I had to make a decision. I had to make a decision of, do I want to go down this academic pathway and help train the next generation? Or do I want to start treating the current crop of patients that are having trouble achieving their goals and what really pushed the envelope for me was ASRM.

You and I were just talking a few minutes ago about conferences. And I remember going to these these meetings and seeing just the publications that were coming out of places like the Colorado Center for Reproductive Medicine or CCRM and saying to myself, oh my gosh, like you'd have a private practice that does research.

And that is actually moving the needle, improving patients. That's outside the confines of the academic models that I've grown up in. That I've been a part of. For really 11 years of my life. 

Griffin Jones: [00:05:05] Why was that your conception at the time that research was for academic? You wouldn't expect to see an abstract or research from a private institution.

Why had that been established in your mind? 

Dr. Brian Levine: [00:05:19] I think unfortunately that many of us are very jaded in medical school. We never learned about the business of medicine. I never learned about leadership and how to run a group or how to form a practice. And we also learn, unfortunately, either by osmosis, right?

No one ever says it, but they just infer it, that the private docs are out there for the wrong reason. And that it's the academic people that are going to move the needle forward. And I think it's a culture thing. Unfortunately, I think it's a culture of academic medicine and the training of young physicians.

And so to me, I was always jaded. I always just thought, like the only way you can make a difference in the world is to be part of this academic rigor and, become an assistant professor and strive to be associated and strive to be a full professor. And it just didn't jive with who I was as a person.

Right. I'm a geek. Deep down inside. I'm a big technology geek. I like data. I like technology. That's why I'm in this field to be quite frank. And what I saw was that the most innovation that was occurring, that real bench to bedside transition of taking a concept to an experiment, to a trial to a patient treatment paradigm was actually occurring in these private practices. And that's what intrigued me. 

Griffin Jones: [00:06:32] Do any examples come to your mind when you think of those experiments and what was happening in the private realm that you weren't seeing in the academic realm? 

Dr. Brian Levine: [00:06:44] Absolutely. I'll give you a great example of the great debate of our field, the genetic testing of embryos.

I will never forget one of the first American society for reproductive medicine, annual clinical meetings that I went to was, someone's standing up on stage with a soccer ball saying, if you take a biopsy of an embryo, you don't know if you're getting the black or the white, and you're going to judge an embryo by the specimen or the biopsy you get.

And then you had these other doctors standing up saying, look, I have a private practice in Las Vegas. And I can tell you just straight-up frozen embryo transfers versus fresh embryo transfers. There's a benefit to frozen. And if I can pick the right embryo that I'm putting back in that frozen setting, I can not only have an advantage based on the frozen.

I have an advantage on that embryo selection. And it was literally that debate about genetic testing, which by the way, What's in its infancy stages compared to where we are today, nine years later that really drove me towards the private side was the ability to have freedom of vendors, the ability to incorporate new technology the ability to incorporate new protocols and treatment plans without having to deal with the confines of the academic institutions that are very well established.

But, there are restrictions that are there 

Griffin Jones: [00:07:58] That experiment and others, like it are what drove you to the private side. And I do want to talk about partnership. I want to unpack that some more, but first I want to be between partnership and being interested in the private side was an interest in where you are today, which is CCRM at the time. Maybe they were still in Denver, mostly.

Maybe this might've been the time that they were expanding into other markets. But talk to me about how you came to get CCRM on your radar.

Dr. Brian Levine: [00:08:30] Yeah. So I've been really fortunate throughout my entire training career. I'd say now professional career is to have good mentors, right? So everyone needs a good mentor.

When I was in medical school, it was Dr. Jamie Grifo at NYU. I finally remember skipping classes even to just go shadow him. I hate to go to the operating room as a first-year medical student to see him remove someone's diseased fallopian tubes, or remove fibroids or come in on a weekend to see him do an egg retrieval.

When I was in residency, people like Dr. Mark Sauer and Roger Lobo. Amazing mentors again, who were really pushing the envelope of reproductive endocrinology, and from Dr. Salaria, I learned about the whole world of donor oocytes and donor egg. And then of course in fellowship, I had Zev Rosenwaks who is an unbelievable mentor.

And, I'd say really one of the pioneers of the field, but when I was in fellowship there are certain names that just come up and be like these pioneers of our field that really are pushing the envelope over. And we kept talking a lot about Dr. Schoolcraft, Dr. Bill Schoolcraft at CCRM, who is the founder and the lead of that group, and how they were doing things differently.

We would talk quite often about the research they were doing about genetic testing, how they had an entire integrated genetic testing core. And it just piqued my interest. So it was at the Boston ASRM that October I'll never forget 2013 where I met him, I just went up to him and introduced myself briefly.

And I said, I just want to learn what you do because I keep hearing your name in a positive light and in a true mentor, mentee fashion. I think that's where he took an interest in my interest in CCRM and that's where I started learning more about what they were doing. I had no idea that they were ever-expanding.

When I went to go talk to him, even though I'm a Newark guy, I think part of me thought I could end up in Denver if I'm lucky enough to be there.

Griffin Jones: [00:10:28] I want to talk more about that expansion and I certainly want to get to the partnership, but your thoughts on mentorship really have me in a bit of the soliloquy here, which is, I think this is one of the challenges that many centers that are having difficulties recruiting fellows are facing what I get emails from fellows.

Brian, I'm a D biology student. I run a business development and client-services firm, but fellows will just ask me about where do they think I should go or who I should connect them with? And maybe it's because I'm completely fiduciary. I can just introduce them to anyone. But I also think that there is somewhat of a dearth of, it's not that there's a dearth of clinical mentors in the field or people willing to help.

I think that there's a certain scarcity of. Doctors that have a profile that's facing the fellows that they see, that they can reach out to in the same way that you just described Dr. Schoolcraft, that in and how you reached out to him at ASRM Boston. And that does have that. There's a handful of groups that are getting more than their fair share of younger doctors in terms of recruitment.

Yeah. Maybe just talk a little bit more about that because especially for, these midsize groups that now they're starting, maybe they had an associate and that associate left and didn't end up moving on to partner and they're having a little bit of a struggling with recruiting the next person to replace them.

I think that it comes with this profile of mentorship. So maybe you could unpack that a little bit more. 

Dr. Brian Levine: [00:12:03] Yeah. No one can do it all. You can't work 365, you just can't. And if you are, you're probably not good at your job if you're working 365 because either you're not giving yourself enough time to Recoil and, build yourself back up and build up those reserves again.

Or if you're burning yourself too thin, it might be that you don't work well with others. And that you actually don't have a group where you can really have collaborative care. But what I think is happening right now is that there's this push for volume. And I don't know if you're hearing this from the other guests of your other podcasts and people you've spoken to, but definitely on the clinical side.

 I see this push to cycle, right? Meet Susie today, cycle her next week. And as part of that push to volume. It might be because of managed care. It might be because reimbursements are going down. It might be because there's increased access to fertility services. It might be because there's increased public interest in fertility services.

What we see is that quite often, people get into this rut and just keep doing things over and over again. And then they don't have time to actually mentor and sit down with someone. And so what I think you're hitting at is a really important point, which is. These fellows need mentorship. We don't learn in fellowship. How to bill, how to approach a patient, how to recruit a patient, how to get rid of a patient how to refer a patient out, right? Like none of that stuff you get to do, because as a fellow, you're pretty much the grunt worker in the middle and the patients come to the clinic and then you have the opportunity and privilege of taking care of them.

What I think is happening right now is there's this. This push for growth. And is it private equity firms? Is it the commoditization of women's healthcare? I don't know, but as we see this, continued growth pattern where everyone needs to grow and grow, fellows are just getting hired and going into these practices without taking a step back and saying, sure, I want to work for the Yankees, but I wouldn't work for the Yankees if there's no batting coach I wouldn't work for the Yankees.

If there's no one who's going to help me learn how to learn the plays and I think that part is not happening for me. I came out of fellowship and I had a year before this practice opened. I had a year to work with Dr. Schoolcraft and his team in Colorado to not only learn his playbook, but to learn the team of how to talk the talk, how to walk the walk and I'll tell you, I will never, if I could do it all over again, I would not change a thing because I spent a year helping with monitoring of patients who were from Colorado in New York city.

And during that time, I got to learn their protocols, learn the treatment plans, to think about how that group was thinking about the patients. Which I think every day has benefited me now in my clinical practice. 

Griffin Jones: [00:14:53] The difference here might be in the difference between a partner position and associate position because when most doctors are leaving fellowships, they're becoming an associate of a practice.

They're not a partner of the group yet. They sign an employment contract very often. The terms for partnership are not elucidated in that employment contract, but either way they're expensive. They're a quarter mill, maybe 300,000 a year. That's a big investment for a good plus whatever benefits and training and other considerations on top of that.

So that's part of the reason why they're going into work-horse mode is because someone is paying them a big salary off the bat and they need to recoup that. So that's what I want to understand about a Denovo center, especially one with CCRM, because that's different from being an associate doc isn't you're buying in, you're putting capital in and you're starting a group within the larger group.

Can you talk a little bit about how that works? 

Dr. Brian Levine: [00:15:53] Sure. So I've always enjoyed the entrepreneurial side of medicine and I'm a very patient person, so I was willing to have the conversations with. Colorado about what's long ball look like what's a five-year plan. What's a 10 year plan. And that's what you have to think about when you're building a Denovo clinic.

 I recently spoke to a fellow who talked to me about starting a clinic and hoping to flip it or get it acquired. I was like, you didn't spend 11 years of your life to learn how to flip a clinic. Hopefully spent 11 years of your life to learn how to help patients.

And if you're thinking about flipping clinics and you might be on the wrong side of healthcare right now. And I think the fellow was a little taken aback when I said it, but I was very honest because if they're thinking about pumping up a clinic to then flip it that's the wrong approach because I think if you're going to build something, you have to have, at least my view was that this will be my first and last job.

I'm going to cut my teeth at the same desk that I hope to retire from. And that's the way I walked into this and, along the mentorship lines there's Dr. Schoolcraft, who is the founder and physician, but then there's also a CEO of the entire organization, Jon Pardew, who to his benefit is a very approachable individual.

I don't actually think I know anyone who calls him Mr. Pardew. Like everyone knows him as Jon. And that is a benefit for us in that as we had all these business questions and expense questions and how do we model things and how we put it all together, you had Dr. Schoolcraft helping with the business and, he trusted Jon.

And then you had Jon who is helping us understand the finances behind it. So it was this dual mentorship as we were building literally from scratch. 

Griffin Jones: [00:17:39] So why is it important to you that you want to be a part of something that stays for a while, or you want to be in the same venture for a while?

Because I'm not sure I don't disagree with your view that maybe it isn't the best idea to flip, but I also. It's not immediately obvious to me that it's necessarily a bad decision entrepreneurs do different things all the time. And just by launching a venture in that way, you can learn so much and it might be what's necessary to be the base for the next venture.

So why is it important to you to have that long-term continuity? 

Dr. Brian Levine: [00:18:12] So with only 40 of us coming out of training on average around the country per year, and knowing that infertility affects one in eight couples nationwide. 12 and a half percent of the people in America will deal with the diagnosis of infertility.

I do think there's an altruistic side where I view that like we should be taking care of patients now, should we be fairly compensated? Absolutely. Should we, should our pay be commensurate with the work that we're doing? Absolutely. Should we be trimming the fat and really trying to make sure that no one's riding on the coattails of the hardest worker?

Absolutely. Like I'm all for clinical efficiency and financial efficacy, right? Like the doctors should be paid fairly and efficiently while the clinic is very efficient. In the same regard though, with the model of pump and flip there comes a point where you have to show unparalleled growth and I would worry a little bit about that individual who walks into that clinic with that goal.

If you walk into that clinic, would that goal that I'm going to flip this thing? What you need to flip it on is exponential growth. And if you're getting exponential growth and the earliest stages, you may be rushing to treat, patients that don't get treated. Other places you might be using a key performance indicator or KPI.

That's not appropriate. Medical indicator of the success of your clinic, but you're saying I can increase revenue, unnecessary tested. I can increase volume, unnecessary cycling. And there is, I would say a push and, thank God again, we have great clinical oversight and I think what sets us apart and we'll get to this is the partnership mentorship model by definitely seen at the smaller other clinics.

Where all of a sudden, they open in year one, it's 50 cycles, year two it's 400 cycles. And you're like, how did you do eight X? Then you find out, 46, 47 year-olds are told that this is the place to go, for your first IVF cycle ever. And the donor egg conversation is not happening.

Griffin Jones: [00:20:15] That's a very interesting view on the difference of the business KPIs versus the medical KPIs. And if your goal is to flip, then you're probably doing a lot of those things, possibly prematurely, and. I think there's an interesting constraint that I'm, I've been given by one of my favorite business minds.

His name is Blair Enns, but he gives his readers, listeners, clients, the constraint that you can never sell your business. Not that you won't or shouldn't, but just operate with that constraint and notice the difference in the type of. Venture that you build. And I think that's been very true for me too, is in doing that is whether I sell Fertility Bridge someday or not.

I have no idea, but I really like what I'm building right now and the way I'm building it is different because it's as though I'm going to be the one that ends up with it. 

Dr. Brian Levine: [00:21:14] It's an interesting view. And again, when you speak to young fellows who are coming out. They all stress over their contracts.

And I'm sure you've heard this as well. So there's this, SREI annual retreat that used to happen in August. And you do this between your second and third year, and he'll be talking about the contracts that they're, they've received, or the contracts that they're reviewing and people get so focused on how they're going to break up.

Like, what's the exit, what's this, mean what does this non-compete and I tell everyone the same thing. I'm like, if you're looking for what the exit is, if you're looking for, where's the pin to pull the grenade to set the grenade off, you're not looking at the right big picture.

You should be looking at your contract of where's my opportunity to demonstrate my value to this practice. Where's my opportunity for partnership, where is my opportunity to accelerate if possible, my responsibility, so that I can increase my productivity and also increase my share of, my take home.

That's a very different approach that very few fellows, I think right now we're looking at.

Griffin Jones: [00:22:25] I think one thing that's really missing from employment agreements is the terms for the buy-in trend. That's the source of a lot of frustration that I see in associates leaving a practice after two or three years, they thought that they were ready to be a partner.

The existing partners felt differently now, whatever was the source of that disagreement. There's multiple sides to any argument. I wasn't a fly on the room in those situations. But what I can say in summary is that there was a difference in expectation that could have been enumerated or at least made much more explicit in the buy-in agreement. I think what you're talking about is it maybe is a little bit more about that. Okay. What do I have to do? And spelling that out more to be a partner, rather than just okay. When it doesn't work out in two years, how do I get out of that?

Dr. Brian Levine: [00:23:15] Yeah. And I think, and I give everyone the same advice.

If you're looking for a job at CCRM or you're looking at, some other place cause for academics is very clear, right? There's not going to be a partner. When you're in these academic constraints at these academic practices, You're going to end up becoming an employee of either the department of OB-GYN or the independent practice that's employed or owned by the hospital.

So the view is very different. And maybe you will be dealing with RVU. So you'll be dealing with a different system of how you figure out your compensation plan, but on the private practice side, people get wrapped around the axle about the non-competes and what's going to happen.

And what do you mean I can practice in New Jersey if I lose my, I quit my job in New York and. And it drives me bonkers. I'm like take a step back. Think about growing yourself and growing that practice. So the point that you say, how do we open up a practice in New Jersey? How do we open up a practice in Connecticut?

Does this contract limit me from the ability to grow this practice to where maybe the partners don't have the time or the energy or the resources to do this today. And that's a very different deal. 

Narrator: [00:24:18] okay. So here's the skinny, just as your fertility group has advantages over other groups, your competitors also possess advantages over your IVF center that you don't have access to yet. Now you can say their consolidation model won't work or their lab sucks, or their doctor's crazy, or that low-cost model cuts quality, or who would ever get their fertility testing done from a food truck, but many of them are onto something.

If you're not maximizing your own natural strain and adapting to what the new patient demographic is demanding, then they start to do more cycles where you are, get better rates from an insurance and vendors. Take your patients and even your staff. We work to maximize those competitive advantages because fertility bridge is the only creative and business development firm that exclusively subs specializes in the fertility field.

We have an entire team of people who help fertility centers attract and retain the right patients and nothing else for a living so we can help only your competitors. And then they have an even bigger advantage or we can help you too. Our initial consulting engagement is the golden competitive diagnostic.

It's only five 97, and we equip your partners and leadership with the foundation to leverage your competitive strengths, not mimicking someone else and not let your competitors have an unfair advantage. There's no long-term commitment whatsoever, and there's a 100% money-back guarantee. Send your manager to fertility bridge.com.

Have them sign up for the goal and competitive diagnostic. And I will see you and your partners on zoom.

Griffin Jones: [00:25:58] Brian isn't there more contract angst if you're signing up to start a Denovo clinic, because instead of okay, you the entity, are just giving me a salary to become your associate, and then there's the opportunity for my me to buy in and two or three years, it's, I'm putting down capital now to start something with you.

And that seems like there'd be a lot more X'd. 

Dr. Brian Levine: [00:26:19] So that's the unknown, right? So that was the scariest part of it because I recognized very early on that this was the least popular decision that I could make which was to start a new practice in New York when there's some really great, well-established practices and that it would ruffle popular among who I think of amongst the other practices, mentors other individuals, there's always.

There's always concern about the new kid on the block. And part of inherent in training of any fellow or resident is learning the playbook of that practice. And so I do think that there's an element there of secret sauce that people don't want shared in the local market. 

Griffin Jones: [00:26:58] I want to talk about New York as well because we had Dr. Bob Stillman on the show a few weeks ago. And when he was talking about shady groves history, he was talking about New York and He talked about the other east coast markets that they went to first because there was not a dominant single group there. Contrast with New York where he described it as sumo wrestlers, that the reason why there wasn't one dominant group is because you had a few sumos that were the equilibrium of that in the ring. And so how did you decide this was the ring you wanted to get into these sumo's knowing that you are a New York guy as you described, but how did we get from meeting Dr. Schoolcraft in Boston to doing this opportunity might take you to Denver to saying, I want to stay here and do this in Manhattan. 

Dr. Brian Levine: [00:27:49] So I told him the truth. I'm a highly competitive individual, but in Denver, the bagels are terrible. The pizza is terrible and I can't get behind the Broncos being a lifelong Giants fan.

So I was like, if you don't have football, you don't have good carbs. I just can't live there. So how do we bring your clinic to New York? Because I'll be a much happier individual. That was literally the elevator pitch now in full transparency. Since that time, my father-in-law has switched me to come a Jet's fan and I probably wish I was a Broncos fan because at least the Broncos have been in the super bowl in recent history.

Griffin Jones: [00:28:22] Brian, if you're switching football teams right here on the podcast, I'm not believing your conviction in any NFL club whatsoever. 

Dr. Brian Levine: [00:28:29] Yeah, unfortunately, my father-in-law pulled the meanest ever, which was the night that I asked for permission to marry my wife.

He asked me if I'd become a Jet's fan 

Griffin Jones: [00:28:37] You failed the test, right? I'm sorry. But my father-in-law said that you've got to root for any other team, but the Buffalo bills, it would be over. So this was part of your pitch. And then, but what was the value prop to them 

Dr. Brian Levine: [00:28:52] New York, it sounds very cliche and very Frank Sinatra, but if you can make it here, you can make it anywhere.

Now, of course, I didn't know what their growth plans were for the future. I didn't know that in 2021, there would be 11 Denovo clinics around North America. Oh, sorry. 11 fertility and fertility clinics around North America, including Denovos. I had no idea what their plans were for the future, but I felt that New York was lacking CCRM science and as a geek and as a tech person, that science resonated with me.

Unfortunately, what I realized early on would be that even though CCRM has the fastest path to parenthood, right?  We focus on this, right? Like we focus on how do we get someone pregnant and how do we get them to achieve their goals and whatnot? That's what we talk about every day is how do we be faster at this?

How do we get someone more efficiently, pregnant efficiency, being fewer cycles, fewer transfers, better outcomes, whatnot. I felt that in the current practices that existed in New York, I was going to end up meeting resistance. If I tried to incorporate this CCRM approach at these other places. So literally, why compete at those places when you can compete with those places?

And I think competition is a good thing. Everyone thinks it's a bad thing, but competition is good. It makes us all better, right? Like when you become complacent, you're probably not a good doctor. One size does not fit all. Unexplained infertility is a frustrating diagnosis and that should not just be something you check off on your cert data and call everyone unexplained.

You should dig deeper and figure out why it's unexplained or why they're not getting pregnant. So for me, it was all about how do we integrate a high tech high touch clinic. Into the most competitive IVF market in America, right? More fertility clinics are within five square miles of where I'm sitting today than anywhere else in the United.

Griffin Jones: [00:30:46] So what was the hardest part about starting in that landscape? 

Dr. Brian Levine: [00:30:53] I think the hardest part was the honest conversation with Dr. Schoolcraft and CEO, Jon Pardew, which is. So we're all excited. We want to get married. We're dating, how do we do this? And the hardest part of it was recognizing that the real estate costs in Manhattan for five to 10 times what they were in any other market that either CCRM was already affiliated with, or that they were looking to expand to.

That was the hardest part to be quite frank was just, it was a numbers problem. It was literally an issue with zeros of understanding the market. Now you can do deep analysis of what is the payer mix? What is the population of New York look like? Is the, are the needs met or unmet? We actually made a heat map at one point, looking at the map of Manhattan, figuring out where the actual clinics were.

I don't know if you recognize it or not, but CCRM is on 53rd and seventh, which is in the heart of Manhattan. Suppose the many of the other clinics, which were where people lived, right? Upper east side, or, in the thirties on first avenue or on the upper west side, we took a different approach, which was, let's go to a place that has high touch, high transit near the subways, near the path train from New Jersey, near port authority for buses to come in near long island railroad from Penn station.

Let's pick a place that's near where people work so they can get treated and get to work. 

Griffin Jones: [00:32:14] So we have to revisit your value prop because I imagine your value prop was revisited during that difficult conversation, that if you can make it here, you can make it anywhere. That's reason to go to New York five to 10 times the cost of real estate, probably not going to make five to 10 times the amount of profit.

So what is really behind this sentiment of, if we can make it here, we can make it anywhere that's truly advantageous to the entire company. 

Dr. Brian Levine: [00:32:41] So right at the time that we right at the time that we were really having these conversations we looked at the data, how many patients were flying from New York and the east coast out to Denver.

How many patients could be flying out to Denver? How many patients are probably just frustrated and either staying at their current clinic or just unmet needs and are just giving up. And when we had that conversation about the inherent volume that was currently in New York at that state of time in 2015 of what was sitting in New York City, either the unmet need or the defined number of patients that were already doing there, there was enough volume to support the finances of the clinic.

So it was a very calculated financial decision. But the other thing we recognized was that I couldn't do it alone back to our cold concept of partnership. We recognized early on that I was going to need to bring partners on people who are well experienced, people who had volume behind them, people who had demonstrated their own volume at other clinics, because you have to remember coming out of fellowship.

You're an unknown, not just me, anybody, anyone out of fellowship, you don't know how. What they're going to be like when they're actually practicing medicine. And so it was that unknown, which was me, but I think I had to the grit and the stomach for the growth phase, and then taking some people who had demonstrated interest in transitioning to new jobs who had growth who had growth behind them.

Griffin Jones: [00:34:13] What has that growth been like since the inception in you? You had this conversation, I think in 2013, I think you started working on opening the practice in 2015. Is that right?

Dr. Brian Levine: [00:34:24] Yep. I finished fellowship in June of 2015 and that's when we started, 

Griffin Jones: [00:34:28] What is growth been like since then? 

Dr. Brian Levine: [00:34:30] A 50, 50 mix of absolute excitement and absolute exhaustion.

It is not felt like we've taken our foot off the gas since we started doing over a thousand cycles pre-pandemic a year from starting at, 200 our first year. So each doctor, if you average it out; call it two 50 per doctor, which is I think a very comfortable number as I'm to now really having banner months for the last.

By actually the last six months now, as we've recovered from this pandemic at a 20% growth rate compared to what we've done in the past growth has been continuous and patient volume. We've, haven't grown in the other two places, which I hope we do. One is in the number of doctors, right? We're still four.

We've been four really, since we opened the doors June 1st, 20, 21 will be our five-year anniversary. We are still four doctors since that time. We're still one location. We do have, a small site that we use two days a week for monitoring, but we haven't done the big growth you've seen with other clinics were in a five-year span, they'd gone from four to eight doctors or on a five-year span they've gone from one location to three or four satellite locations.

I do think that there's an issue that occurs. In many of these other practices where they put the junior person out of the satellite that doesn't allow for that mentorship as we were talking about before, I also don't think that feels very much like a partner because you're saying let's farm you out.

Griffin Jones: [00:35:59] 

But weren't you firmed up right? Weren't you the ultimate satellite you're New York to Denver, as opposed to new Rochelle to New York. 

Dr. Brian Levine: [00:36:07] I never felt like that. I felt like from the beginning that Colorado was our biggest cheerleader. They wanted us to succeed. They wanted to see, their New York volume, go down as our New York volume went up.

I never once felt like we are, taking from the mothership. I always felt like it was let's grow together, which is really important because there's a lot of really tough stressful days. And. You know there when we first started. And you should definitely have Jon Pardew on here and he'll tell you his whole story of his team and, the initial management team that was there, that he worked with, but there was this attitude that I still maintain to this day, which is just to do one more, one more of anything, go see one more patient, come in, an hour earlier to see one more patient, stay an hour later, see one more patient figure how you can just do one more.

And what happened was during this initial growth phase, especially 2016, 2017, where we really, I think hit our stride and just continued to grow from there. Was this attitude of let's build what we have and let's kick the tires, right? Let's look introspectively, let's figure out what's working, what's not working.

And let's optimize before we get too big for ourselves. Which has been really important. 

Griffin Jones: [00:37:19] So now you're at a point where it sounds like you're ready to add on a few more doctors. Perhaps this will be a little bit of recruitment advertising for some of the fellows that are listening. If they want to go to New York, maybe reach out to Dr. Levine. I want to talk about another dynamic that I hadn't thought to talk about until you just made me think of it, which was yours. Growth and then the hindrance of not having other physicians. And so I'm introducing a hypothetical here, but when you're. In a group within a group, sometimes they might not have the same needs.

And so part of the reason why you bought into this whole thing was because you wanted their process, their methodology, their system, but what happens when a certain. Location region office runs into different challenges. And I'm thinking, what if there's a place that has four docs and they're doing a thousand, but now they could be doing 1250 that the new patient volume just keeps stacking up.

We'd love to be using advanced providers here. This is a hypothetical, I'm just saying, not saying that's what one group wants to do or that the system doesn't want to do, but there can be. Different needs of the systems, so we don't do that. And then, so how are those differing interests reconciled?

Dr. Brian Levine: [00:38:38] Wow. So that's, I think that's a tough that's a tough one because you need to drink the Kool-Aid or not. I think when you're doing what I did and I very early on. We recognized that outcomes speak for themselves and you can define outcomes, however you want. Those could be pregnancy rates.

Those could be in my opinion, the more important than just pregnancy rates is patient satisfaction scores patient satisfaction rates, online reviews feedback from colleagues. Asking people in the community, like if you need a treatment yourself, where would you go? If you need your sister to receive treatment, where would you go?

And so I think what you're hinting at is you do need to drink the Kool-Aid of the practice that you join. You do need to understand that there is a well-oiled process, that's there. But to be for all the fellows who are listening out there, when we're looking to hire someone for CCRM. As important of an interview is meeting the doctors in the practice of the location that they're going to go to.

And speaking with Dr. Schoolcraft and the leadership team is a visit to Colorado is a visit to the lab to see how, the science is integrated into patient care. To understand the science is not tangential to the care, but it's actually part and parts of what we do and to understand how the protocols are being optimized, how the laboratory environments being changed.

When people started to see that a laboratory environment has vertically integrated with a genetic testing core and together, these two things are talking. It might sound like a minor point, but for example, many practices in America use a third-party vendor for genetic testing. Very little conversation occurs between that third party vendor and the laboratory leads of the clinic that's using that service.

In our environment, because they're all under one roof, we've got a ton of crosstalk that's going on. When we're talking about the mosaic embryos or the no results, or the embryos that come back without enough genetic material to make the call, the inconclusives, it's a very different conversation.

For those patients, because we can tell them that the genetic testing people are talking to the laboratory people and together we're talking about the environment and the medias that we're using and the techniques that we're using now in the same regard as you were hinting at I'm not going to go change the lab.

Even though I'm a doctor and I utilize that lab freely, that's not my place, like I kind stay in my lane, which is, I take care of people. And I sleep at night really well, knowing that there is a killer lab, like there's an engine to this place. That's churning out great results. And there's a bunch of people who are much smarter than me behind the scenes.

And I have the opportunity in New York to reach into that resource, to work with those people. 

Griffin Jones: [00:41:29] That is an extremely interesting thought to conclude on. But before we conclude, I would like you to leave with. Thinking back to all the mentorship that you received from Jon, from Dr. Schoolcraft, from what you've learned yourself in the last six plus years, what should fellows be studying, learning?

What should they be seeking out either in terms of learning on their own or learning from someone else with regard to the next step of their career or business? Before they leave fellowship.

Dr. Brian Levine: [00:42:05] So I think, in the second year of fellowship, which is, what I call the messy middle of fellowship, right?

There's the first year, you've been OB-GYN for four years now. All of a sudden you're like, it's like drinking from a fire hose, right? New language, new talk, new procedures, whatnot in the second year where you're really starting to cruise along and you're starting to, get into your groove, take a step back and take a look at either.

Where are the patients are going when they're dissatisfied, where the patients are coming from. And the doctors in the group that you think are most satisfied with the current setup and talk to them. Like I remember in fellowship, I used to ask people all the time, are you happy? Fellows are very scared to ask these questions, but ask them in attending.

Are you happy? Is this what you imagined? It would be like, is this what you were hoping for? And people will tell you the truth and right. You had someone start talking just, you have to, of course, if you're going to ask a question, be a good listener but ask them and people are very honest about their experiences.

This is the purpose of ASRM. This is the purpose for PCRS. As a fellow, you should also take a deep dive into yourself. What do you want to do in a private practice? You probably have more control over your schedule. In a group practice, private or academic, less control over your schedule in an academic practice, you probably have less risk and more stability.

So you have to understand that. What is your personal threshold? Where does your rheostat get set or your risk reward ratio? Because you can actually make much more money potentially. If that's your goal in academics and private. But you could potentially have equity on the private side and not so you could play long ball with it and you just got to figure out, like, where do you wanna turn that dial?

Like where do you want to be? The last thing I would say is that for any fellow who's out there is talk to anyone, everyone we're not all competitors. Like we were all fellows too. It's actually really humbling when a fellow reaches out and is Hey, can I ask you a question?

You don't know me, but I'm a second year. I'm a first year. I'm a third year. Or can I find some time to chat with you? Most likely we'll even pick up the bill and pay for the dinner or the coffee or whatever else, or pick up the phone reach out there's our community of fertility doctors is so small.

And when I hope happens in the next 15 years is that as that generation that started this field really. Ages out and retires that you start to see this other crop of collegial people. I actually like the people that I work with of other clinics. I mean many of us trained together, residency or fellowship.

We like each other, we refer to each other. And I think if you can demonstrated for the fellows out there an interest in being collaborative and an understanding of the collaborative nature and that taking care of a patient as a partnership. No one ever got pregnant from just one doctor.

It's a team of individuals behind that doctor that worked with that doctor that worked with that team together. You'll kill it, but just got, figure out again. I think the big picture is where's your rheostat set. Are you on the risk side? Are you on the reward side? And what is your reward? It's not money for everyone for some people's stability and control their timing of their schedule.

But reach out. Reach out to everyone, reach out to Griffin. You talk to more people than, probably anyone else out there. So just talk to people. 

Griffin Jones: [00:45:23] I'm happy to make those introductions as well to anyone that I know, not the least of whom is Dr. Brian Levine. Dr. Levine, thank you for coming on Inside Reproductive Health.

Dr. Brian Levine: [00:45:36] This has been a lot of fun. Thank you so much. Stay safe. 

Narrator: [00:45:41] You've been listening to the Inside Reproductive Health podcast with Griffin Jones. If you're ready to take action, to make sure that your practice thrives beyond the revolutionary changes that are happening in our field and in society, visit FertilityBridge.com to begin the first piece of the fertility marketing system, the goal and competitive diagnostic.

Thank you for listening to Inside Reproductive Health.

107 Converting Patients into IVF Patients

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In this week’s episode of Inside Reproductive Health, we don't talk about new patients. We talk about patients ready to move on to treatment that are a good fit for IVF, how you convert them into IVF treatment, and some of the national averages when it comes to conversion. If your concern is mostly about having more IVF patients and you want to reach your IVF goal, but you’re good on your new patient goal, this episode was recorded for you. 

I brought Stephanie Linder, our Director of Client Success, on the show with me. She sits in the operational marketing seat very often and gets to get close to this part of the patient marketing journey. We talk about the reasons why patients don't move through treatment and how to overcome those reasons to increase the conversion to IVF patients when they are in fact a good fit for IVF. 

Some topics we cover include: 

  • KPI’s to focus on moving patients to treatment

  • National averages for conversion of patients to IVF patients

  • Reasons patients don’t go through with IVF

  • How online reviews impact your business


Transcript

Narrator: [00:00:00] Welcome to Inside Reproductive Health. The shop talks about the fertility field here. You'll hear authentic and unscripted conversations about practice management, patient relations, and business development from the most forward-thinking experts in our field. Wall Street and Silicon Valley both want your patients, but there is a plan if you're willing to take action. Visit FertilityBridge.com to learn about the first piece of building a fertility marketing system, and the goal and competitive diagnostic. Now, here's the founder of Fertility Bridge and the host of Inside Reproductive Health, Griffin Jones.

Griffin Jones: [00:00:39] IVF patients- on today's episode of Inside Reproductive Health, we don't talk about new patients, we talk about patients that are ready to move on to treatment and are a good fit for IVF. And so if your concern is mostly about having more IVF patients and you want to reach your IVF goal and you’re good on your new patient goal, this episode is the beginning of the rabbit hole that you need to go down. I have Stephanie Linder with me. She works here at Fertility Bridge. She's our director of client success, and she also sits in the operational marketing seat very often. So sometimes she gets really close to parts of this.

And we talk about the reasons why patients don't move through treatment. We talk about the four, but really three KPIs to focus on. To move patients to treatment. Before we do that today, this shout-out goes to Jackie Sharp, who worked for a group on the west coast, in marketing, and got me thinking about IVF conversion even before I was even when I was still focusing mostly on new patient acquisition.

And so I want to give a shout-out to Jackie. I hope I get an email from her and hope that she still listens to the show on occasion. So please enjoy  this episode about the third phase of the fertility patient marketing journey, moving new patients beyond their initial consultation and through treatment with my colleague and employee and friend Stephanie Linder

 Stephanie, welcome back to Inside Reproductive Health 

Stephanie Linder: [00:02:15] Thanks, Griffin Jones. I'm so excited to be here. 

Griffin Jones: [00:02:19] Going forward. I'm not going to even do that intro for you because you're neither a guest nor the host. It's both with me. The last time you were on was actually, you were interviewing me.

You were the host, you were interviewing me. And that was probably two years ago. And now that you've been with fertility bridge for a while, I trust you to have you on the show and share some of these points of view with our listening public. And because you're so instrumental in crafting them with me and with the rest of the team.

And so I just view this as having you on more. I don't view you as like It's just being, it's a Fertility Bridge hosted show without a guest. I'm not even considering you a guest in this sense. One day, I'll have you on just to talk about Miami, to talk about salsa dancing, and it will be a complete interview, but as far as you're on today, I want to go through the third phase of the patient journey with you.

And as we. Go through more of these going forward, or as we zoom into certain parts of certain phases, have you on to do those things. But today I want to talk about moving people from initial consultation to treatment. Typically IVF, is that okay? That'd be wonderful. I can't wait. Okay. So part of the reason why Stephanie and I and Fertility Bridge have invested so much in this phase is because we always hear people saying they want treatment-ready patients.

They want IVF patients now qualified patients. You can go back and read the four phases of the fertility patient marketing journey. You'll see that it isn't just a cohort of people. It isn't one demographic of people that are treatment-ready. Indeed. There are people that are more treatment-ready, but it's how you work the system.

It's how you move people along the three, the four phases. Part of the reason why people want to do that is yes. Sometimes they want to do it because that's what's profitable. Other times, I think a lot of what is going on Stephanie's that people are so busy that they're so slammed with new patients.

It's almost like triage. It's like, well, if we're going to be treating people, we, if we're going to be seeing people, we should be seeing the people that we think we can treat. I would agree with that. So that's why we're zooming into the third phase today, but you should know that there are aspects of the third phase, just like all of the other phases that are seen later in the patient journey that are seen in the fourth phase, and that are seen earlier, things that you have to do to pre suede people.

And we're going to be talking about some of those things, but there's really not just one reason why people don't move forward with treatment. There's. Probably eight or 10 and you could come back to us and say, well, I think that those two should be combined, or I think that one should be split up.

Yeah, I get it. You can always break it down to a semantic level, but when we firm our points of view on these different phases of the patient journey and these different segments of each phase, we're really zooming in and really defending on why we think it's this. We're going to talk a lot more about the things that you use to measure it, but there are probably eight to 10 reasons we've come up with eight or nine Steph, what are those? 

Stephanie Linder: [00:05:42] So first I would start with a poor prognosis. I mean, patients come in and they get some really bad news quite often. And sometimes it's so bad that they don't see that the chance of a live birth can actually happen for them. But there's also some other ones like that. Physicians don't think of it as often.

So naturally, they may go to something like, oh, they can't afford it, or they don't want to pay for treatment. And while that's true, the idea of taking on something that could be 20,000 can often be overwhelming.  

Griffin Jones: [00:06:10] Some of them are a little bit self-explanatory, so go through, list them off for me. And then there might be a couple that I want you to dive more, deeply into. 

Stephanie Linder: [00:06:22] So just kind of start from the top. Okay. So there's a lot of reasons that patients don't proceed after consults. The nine that we really zoom in on are core prognosis, the fact that this journey is extremely overwhelming. The third one is just the uncertainty of what happens next.

The clear steps aren't laid out for them. The fourth is really paralysis by analysis. Do they do IUI? Do they do IVF? How many IUI's? There's a lot of options for them. Number five is they didn't finish their testing and they may not even know it. Whether it's the female partner. Or the male partner. 

Griffin Jones: [00:07:00] So why did you feel strongly about signaling that one out, Steph?

Because we talked about incomplete testing. Like maybe it's just part of the indecision part, or maybe it's part of the, maybe it's part of the uncertainty part, but you. Really zoomed in on testing. And what's your case for that? 

Stephanie Linder: [00:07:19] I mean, it comes from firsthand experience, hearing it from our clients and just my experience in the fertility industry.

And to me, it's always the one that surprises me the most. And I have a specific example of this. You know, we had a client that did a follow-up post-consultation to figure out why this couple didn't come back in for treatment. And what they found was that the husband or the male partner was just too embarrassed to give a sample to an office.

And they shared with them that there's a way to do this outside of the office. And that got the couple back into treatment. So to me, sometimes we imagine that the barriers are so great, but we can really solve them by just asking them, Hey, do you have any questions? And then providing a solution to what their concern is.

And so I really focused on this one because I've just heard and seen it firsthand from so many of our clients. And to me, it's such a simple, easy.

Griffin Jones: [00:08:15] What comes next? 

Stephanie Linder: [00:08:15] So the one that I hear that people assume the most often is the financial barrier. And while that's the case, we can deep dive into the different facets of that. Just not a sense of urgency. This could be a lot related to age or with that egg freezing patient population. The eighth one would be just the disappointment and the experience.

And this is really where the clinic has to look in the mirror, but this could be with the initial consultation, something, a blood draw that the man does, for example, so many different things, but essentially they just had a poor experience. And last but not least, I would say is a more positive one, which would be that they got pregnant naturally, which is always amazing news.

But there's still ways to leverage this patient or prospective patient. To really get more referrals. So it's still someone that good news, but not something that concentrate on for today.

Griffin Jones: [00:09:04] I want to zoom in on the financial barrier for a little bit because finance and payment are a big piece of the third phase of the patient marketing journey. It's one of the things that people leave reviews about sometimes, but it's one that might not be immediate. It might not just be having the money to pay for treatment or not. Talk more about that.

Stephanie Linder: [00:09:31] Well, That's of course a possibility, but it's also deciding, do I want to spend my hard-earned $20,000 going this route? Or do I want to spend it doing $2,000 IUI buckets or whatever they may be? It's also because they don't understand the options that they have in order to pay for this. And really who to talk to at the clinic that could help them navigate these options.

I would say the last part of that is really just the mess that is insurance. I don't foresee, I don't see a lot of our clients, our clinics I don't see a lot of clinics necessarily explaining the in-network versus out of network in an optimal way. And I think patients just really don't understand what their options are.

And if they had a better explanation of how to pay for treatment or the resources available. They could reduce the barrier to treatment. 

Griffin Jones: [00:10:26] We'll devote an entire piece of content to finance and payment in the future because it deserves one. But to your point, it's telling people how they're able to pay for it, not being able to pay for it is part of finance.

So of all of these reasons why people don't move through treatment money is only one of them and even have money. It's not always a question of. They don't have the money. Sometimes it's a question of, they just haven't looked into the options enough on their own, or had it explained clearly to them because it's much different to think, oh gosh, I'm going to have to take out a $20,000 loan or whatever it might be versus looking at something with payments versus looking at.

A couple different options. So we will dig more deeply into that. I want to spend time talking about the four areas that we'd measure. So we've got eight to 10 reasons. We think there's nine reasons why people don't move on to treatment. And there's four different key performance indicators that are going to help someone realize, are they getting to that IVF goal or not?

What are they? 

Stephanie Linder: [00:11:38] So we want to measure your new patient volume appointments IVF conversion rates. So your conversion from appointment to IVF, egg retrieval, your online ratings. So what the public sees and then the patient's satisfaction. So the surveys that you conduct internally, what are those ratings and aggregate numbers?

Griffin Jones: [00:11:59] So new patient volume, we've done a lot of content about, we will do a lot more content about. I don't want to spend much time talking about that today because new patients just tend to be a different goal entirely. And some high growth groups do still have new patient volume needs or some that may be were.

doing really well previously and then found themselves in a very competitive market and they didn't invest much in business. So there are people that still have new patient needs still, but we've created a lot of content. I want to zoom in on the other three KPIs. So we've got IVF conversion rate, online rating, which is also online reputation.

And then patient satisfaction. Let's talk a little bit about IVF conversion rate because. A lot of people don't measure it at all. This is IVF conversion rate. This is the percentage of people that move on from consultation to IVF. And part of the reason why they don't measure it is because it can be cumbersome.

If you want a really accurate way against the actual patients that moved on, it can be cumbersome to get. All of that from the EMR, but there is some napkin math that can be accurate. We'll talk about the stipulations when it's not accurate, but what's the very basic formula stuff. 

Stephanie Linder: [00:13:25] Well, it's taking your IVF retrievals times 12 months divided by the new patient appointments that are for fertility.

It's crucial that you remove any egg freezing appointments or fertility preservation out of that new patient number. Times 12 months and equals your conversion 

Griffin Jones: [00:13:41] rate. So retrievals year's worth of retrievals divided by a year's worth of new patients is IVF conversion rate. So this formula doesn't work with one month of data or even a quarter because your IVF cycles are typically lagging two to six months.

So that's why we're saying to do it. Over 12 months because it's not going to be accurate if you're doing it over a quarter, there's also something else that makes this whole formula go kaput. What's that? 

Stephanie Linder: [00:14:13] It's egg banking. So in a lot of areas where there's well, two things, a lot of coverage, like progeny or carrot, where they give you a certain number of retrievals upfront, especially in patients that are older, they'll tend to do multiple retrievals before they ever get to a transfer.

And that can really throw off the numbers. So we do just take that into account, but it will likely make your conversion rate look higher if you do a lot of egg banking upfront. 

Griffin Jones: [00:14:40] So for most people this isn't an issue, but I have seen it where it is an issue and it looks like the IVF conversion rate is overall a hundred percent and that's definitely not.

Yeah, right. So if you don't have these exceptions working against you, you can figure out relatively quickly how many people you've been converting to IVF. And we have the privilege of working with every kind of fertility center, ones with dozens of docs, ones with single docs, ones that are part of corporate networks, and ones that are completely independent ones that are in Canada and the United States.

And those that are academic versus. Being private. And we have seen a range. And from the 40 plus practices that we've worked with, what is the, what would you say are the points? And when Stephanie and I were talking about, I put them as points, Stephanie put them as ranges. The reason why I didn't put them as ranges is because it's not like, “oh, I'm at 49% and that's in the good range. And then I'm at 50% and that's a great range.” So that's why I put very specific points. What are those points for what's good? What's average? What's bad for IVF conversion, Stephanie? 

 Stephanie Linder: [00:15:55] So we'd want to put a little stipulation to this before we speak about them, that we want to really divide this into two categories.

So if you're in a mandated state where people have more access to care, the conversion rates will likely naturally be higher versus being in a non-mandated state. So anything in that 20 to 30% range regardless is what we would consider. Poor or not a good conversion rate.  

Griffin Jones: [00:16:18] I don't care who you are.

I don't care if you are in a very poor small market because we hear that sometimes. Oh, well, you know, this isn't Chicago, this isn't Atlanta. It's not San Francisco. If you're below 30%, that doesn't matter. If you're below 30%, you're not. Moving enough patients to treatment. If you're below 20%, I'm worried that you're going to close the doors.

That's something that we can tell by looking at clinics across the country and across Canada, I can't say exactly how many patients should be moving on to IVF. And so that's normal. You made your caveat stuff. That's the caveat that I really want to make is we're not telling you clinically how many people should be moving on.

We're just looking at what's happening across the country. This is what is happening against the total patient population that could be being served and. Under 30% is definitely cause for concern. 

Stephanie Linder: [00:17:22] Right. Especially when you're looking at this over a year average, and as you said, you're not just taking this at a month at a time.

If this is under a year average, it's something that I would look at more closely. But what I'd consider more in the good to very good range is your 40 to 50% especially in a non-mandated state. So I would say in a mandated state, what I would consider average is more in that 50% range and very good or exceeding expectations would be 70% and above.

Griffin Jones: [00:17:50] So 40%, if you're non-mandated if you're in one of those markets that was giving us the excuses that we were talking about 40% is good for you, 50% would be very good for you. If you're in that type of market. I mean, you are really good at moving on. People to treatment. And you're really good at triaging.

50% is a lot more common to see for those that are in mandated states or that have a lot of progeny Cared employer kind, body, employer coverage, and then 70%. You'll never see that. At least now you'll never see that in a non-mandated state, in a place where there's not a lot of employer coverage. The only places where we're seeing that is where there's a state mandate or there is a ton of employer tech company type of coverage, and often both in order to get something that's that good. 

Stephanie Linder: [00:18:46] Right. And if someone has it, I'd welcome him to be a guest on this podcast with you. 

Griffin Jones: [00:18:50] So that's IVF conversion rate. That's one of the four key performance indicators to measure when you are going for an IVF.

Goal and new patients is the first, but IVF conversion rate is what you would look at right after new patients. We'll talk more. In separate pieces of content about the specifics of influencing that KPI, but we've got new patients. We've got IVF conversion rate. The other two are online reputation, online rating.

If we're looking at what the actual numerical is and patient satisfaction. So talk to us about online ratings. 

Stephanie Linder: [00:19:31] Online ratings, every physician in clinics, favorite metric it's really what's public-facing and what your patient sees when they're not only doing initial research about your clinic. But they're still leveraging these online ratings, even after they've done the consult, just to almost confirm that their decision is the right way, perhaps even deciding between your clinic and the clinic down the street.

So it's really just providing them evidence that they're making the right decision and it's you know, their peers are also giving them or supporting them that, okay, this is the right decision to make and making them feel more comfortable and all their emotions on all the decisions that are going on in their head.

Griffin Jones: [00:20:08] So we chose to separate it from patient satisfaction. And there's a couple different reasons for separating online ratings from patient satisfaction. Maybe we'll get to that when we talk about patient satisfaction. Right. But we do believe that they are separate things. And if you're reading anything about internet marketing or anything about marketing, you'll often hear.

Reputation management is one thing. And even sometimes we say that if we're talking about online reputation management software, but total reputation management is really your online reputation, your online ratings, plus your patient satisfaction, the internal and the external. So if we're being really judicious, it's not that its online reputation is patient satisfaction. They really are two sides to the same coin. If we're staying with just the online part of it, what are the important sites to focus on platforms to focus on as of May, 2021? 

Stephanie Linder: [00:21:18] Yeah. And that's a really good question because you do have to take a look at what platforms are influencing your referral patterns probably on an annual basis because they are always slightly changing.

So right now, Google still reigns Supreme as probably the most influential people are still going to Google to do their searches and seeing your reviews on the right-hand side of the screen. It's still Facebook as number two and fertility IQ has become a lot more influential in recent years, probably due to the robust amount of content they've now put on their site. So we're seeing that As number three and then number four would be Yelp. 

Griffin Jones: [00:21:52] So I was ready to kill Yelp off of this and write it off as irrelevant. You made a case for it. You went back to the rest of the team. You spoke to our digital strategists.

You got the evidence from them and came back and mentioned why Yelp is still relevant because there are lots of centers that are still getting. Reviews on Yelp. And I thought a little bit more about why that is and my hypothesis of why that is because Yelp is the default review for apple listings.

So in the same, for the same reason that Google is so important because it's Google reviews is the review for a Google location. Listing Apple doesn't have their own review platform, they just integrate with Yelp. And so I'm glad that you. Made that case. And I think that's why it still belongs there in the 2021 world.

So now we've got the places that we want to focus our attention on what is good. What's bad because this is a question that people have. Very often they say, well, people only leave bad reviews online and that's not really true. There's definitely a range. And we can tell you what's good and what's average and what's bad.

So walk us through that. Yeah. 

Stephanie Linder: [00:23:20] So, three of the four of the platforms we just listed are on a five-star rating. So likely what we see is if you have a perfect five-star rating, we want to see more reviews, more social proof. But if you have at least a 4.5 or above, it helps you, it makes the patient.

Decide that you are the right choice in the right clinic and support their decision, but anything between a four and a 4.4 is neutral. It doesn't really push one way or the other. Anything under a 3.9 hurts you and really hurts you, is anything under a three even more so. 

Griffin Jones: [00:23:58] Yeah. And I think it's important why we included this in the third phase of the patient journey.

Why is it an IVF consult to, excuse me, initial consult to. IVF. Why isn't it only in the first phase of the marketing journey, which is just vetting new patients to increase? The reason why it's in this phase is to begin with “why,” it's so important for actually converting people to treatment is because you can get people in the door with a 3.2 rating.

Maybe they'll say, “well, you know, we just need to see a doc and our other doctor recommended this person.” You can still get people in the door with a poor reputation, but it always has the potential to be the devil on the shoulder. And once people start facing. The hardship of treatment, the reality of treatment, injections, cost uncertainty of success.

Once they're actually faced with all of these things, then they go back and they're like, well, was Susan Wright when she said that they're not going to get back to me. Was Tiffany correct when she said that it was a complete waste of money and a complete waste of time? And so the reasons that Stephanie brought up of the range that Stephanie gave for this is what helps you.

This is what's hurting you. It's not just for getting new patients in the door, it's getting them to treatment because people are. Still going back for this social proof, even after they've come to visit you, they still have to make more decisions. And they reference these for doing that. So we separated online reputation, online ratings from patient satisfaction, which is measured, that rating is measured differently. So why don't you talk to us about patient satisfaction Steph? 

Stephanie Linder: [00:26:01] Yeah. While online reviews are public-facing and really anyone in the world can meet them. Patient satisfaction is meant to be an internal measure of patient satisfaction.

So these are set by sending or understanding by sending patients surveys really at two key points in the process sending right after their consultation, and we want to do that because we know that approximately 50% of people, well, maybe even more don't proceed to treatment. So we really want to understand their experience and why they did or did not proceed.

And then doing it after the egg retrieval, really once a bulk of their process has been wrapped up. 

Griffin Jones: [00:26:41] So there's a couple things that you're looking for and maybe I'll have you get into some detail. I don't know that I'll have you get into all of the details today, but the reason why we're measuring patient satisfaction separately from online is there's basically three reasons.

Online reputation ratings can be incomplete sometimes. People don't have hardly any and or sometimes they can be misleading because they really worked the heck out of rate MDs in the early days. And know how to use reputation management software and really have a good process. Yeah. And they're working too hard almost on, on that.

It's not a question of working too hard on the online site. It's more of a question of working it really hard on the online side, but not working hard enough on the satisfaction side. So it can be misleading. Second is that It doesn't allow you to quantify your issues. It doesn't allow you to prioritize those real concerns.

And then third is that when you get internal feedback, it allows you to address those issues before they become public. And that's something that you have a very strong point of view on. So. Of all of the things that you could go into more detail about patient satisfaction. Why don't you talk more about that, Steph;  about getting feedback from patients so that they're not going and leaving negative reviews necessarily?

Stephanie Linder: [00:28:08] Yeah. I have a firm belief that if any clinic out there wants to become a world-class clinic and wants to improve their workflow, they have to ask their patients. What's happening during the journey. And as a physician or a leader of a practice, you are so inundated with just your day-to-day stuff, that it may not be clear to you.

Some of the things that are happening, maybe the way someone speaks to someone at the front desk answers a phone call. Hurt someone with a blood draw. You need to understand what's happening, not only with your patients, but if you're the leader of a large practice, what's happening with your colleagues, patients as well.

And look at these as a group, so you can assess it properly and perhaps fix any workflow operations or staffing issues that are not easy to address, but are absolutely needed. And it's one of the key ways you'll be able to improve the practice and know where to focus your next initiatives on. 

Griffin Jones: [00:29:04] I notice it when my Southwest flight is like 10 minutes late, I get on Twitter, like, oh, I'm giving it to Southwest.

I'm totally giving it to Delta or Chevy or, you know, whatever company I feel like I don't have control over. That's clearly at play with negative reviews. It's not all of it, but a big part of it is that. Leaving a negative review gives the person some sort of control back. They take back some sort of control.

Like I might not be able to control any bit of this process, but if I feel slighted by you, I can at least slam you in front of other people. 

Stephanie Linder: [00:29:43] That's what we don't want though. Right. So by doing the survey, we're circumventing and preventing that from happening. 

Griffin Jones: [00:29:49] That's what I mean. Yeah. Because otherwise they're going to take that control.

And so if you give them some control in a regulated space. That's what you're saying is the means to avoid some of that negative venting, which is a third of negative reviews anyway. 

Stephanie Linder: [00:30:10] Oh, yeah. I mean, I'd rather know about these grievances internally so I can fix them and that. A patient, another prospective patient doesn't read it and go to the clinic down the street.

So really it's a means to review internally, improve workflows, improve operations, and then hopefully. Fix those. So you're reducing any future patient drop-off. So they don't go into what I like to call the post console black hole, where you just don't hear from them. And you don't understand why.

This is just giving you a huge opportunity to be better. 

Griffin Jones: [00:30:41] So I know that patient satisfaction data is part of the arsenal that you like to use for referring provider strategies. We're not going to get into it today. I want to keep the people chomping for more. So they'll have to tune back in when we do an episode about referring provider strategies.

But I do want to get your thoughts on why patient satisfaction, even though it's often like the 4th. You might think it appears in the fourth phase, it's part of delight, but why is it so important to measure when you're working in the third phase when you're trying to convert people to treatment?

Stephanie Linder: [00:31:23] Yeah, I mean, I mentioned this a bit earlier, but half of your patients, at least likely won't proceed to treatment at least immediately. So you want to know what's happening post consult so that you can fix it for the next patient or even fix it and address it for this patient. 

So essentially though your more positive reviews are going to, if you could take the patient journey, that's now flat, probably on your screen and make it 3d and turn it into a funnel. The people that leave positive reviews are going to be essentially your biggest fans, your biggest word of mouth referrals that will talk to your friends at the dinner party.

Go back to their OB and brag about how wonderful and patient-centric their physician is. And that's essentially funneling more patients back into. The first phase, which is just getting more new patients in your door. And that's also the goal of this patient satisfaction survey is to know who is speaking positively about UC.

You can even ask them proactively to leave a positive online review in a public-facing forum like Yelp or Google or Fertility IQ.

Griffin Jones: [00:32:31] Yeah. I just blanked on my conclusion, but I'm just gonna. Wrap up here. So we're going to go into some of those tactics that you can do specifically for IVF conversion rate. I think we'll have you back on Stephanie.  That's what we'll talk about next is IVF conversion rates specifically, and things people can do to impact their IVF conversion rate positively.

 There's nine reasons why patients aren't continuing all the way through treatment.

One of them has to do with money. Two of them have to do with the clinic side. All of them have to do with communication. And there's four things, four key performance indicators that you need to measure to complete that IVF goal. And if you're at new patients already, if you're at your new patient goal, then there's really three.

And we talked about those today. IVF conversion rate, online reputation and patient satisfaction. We can talk more about those in detail, but if you'd like to talk more about them in detail with us and have us look at your situation, have us assess where your efforts are impacting the third phase of the fertility patient marketing journey.

You can talk with both Stephanie and I, because that happens in the goal diagnostic. You can sign up for it www.Fertilitybridge.com. You've heard the commercials and we can zoom in and talk just about that particular part of the journey. If that's the goal that you are striving towards. So Steph,, thanks for coming on, and I look forward to going into some of these more deeply in future articles and future podcast episodes. 

Stephanie Linder: [00:34:11] I do as well. Thanks. 

Narrator: [00:34:14] You've been listening to the inside reproductive health podcast with Griffin Jones. If you're ready to take action, to make sure that your practice thrives beyond the revolutionary changes that are happening in our field and in society, visit Fertility Bridge.com to begin the first piece of the fertility marketing system, the goal and competitive diagnostic.

Thank you for listening to Inside Reproductive Health.

106 The Future Outlook of AI in the Fertility Field

Eduardo Hariton On Inside Reproductive Health podcast.png

In this episode, Griffin Jones interviews Eduardo Hariton about the current and future state of AI in the fertility field. Eduardo Hariton received his undergraduate degree at the University of Florida, followed by a combined MD / MBA at Harvard Medical School and Harvard Business School. He is currently a clinical fellow in Reproductive Endocrinology and Infertility at the University of California, San Francisco. He has published extensively on both clinical and nonclinical high impact journals on topics that range from fertility and reproductive surgery to technology and medical education

 

Artificial intelligence is changing the landscape in our industry and will continue to affect fertility clinics in the near future. How much and in what ways, are the real questions that should be on your mind. That’s why I brought in Eduardo who is on his way to becoming the leading expert in Artificial Intelligence in the Fertility Industry. 

 

Some topics we cover include: 

  • What is keeping AI from progressing faster

  • What should we keep under human control vs AI? 

  • Future of IVF Cycle prices

  • Data rights and privacy issues. 



Eduardo Hariton Info: 

Facebook: https://www.facebook.com/pg/haritonmd/about/

LinkedIn: https://www.linkedin.com/in/eduardo-hariton-6687ab63/

Twitter: https://twitter.com/eduhariton

Instagram: https://www.instagram.com/haritonmd/

Website: https://obgyn.ucsf.edu/eduardo-hariton-md

To learn more about our Goal and Competitive Diagnostic Click Here.

Transcript

Eduardo Hariton: [00:00:00] People should look at their agreements and see who owns what data and your ability to use it too. I think anytime you enter into some agreement where there will be data sharing, You know, people define very clearly, like who owns that   relationship, who owns the IP that comes out of, you know, any insights from this data. 

Narrator: [00:00:20] Welcome to Inside Reproductive Health. The shop talk of the fertility field here. You'll hear we are authentic and unscripted conversations about practice management, patient relations, and business development from the most forward-thinking experts in our field wall street and Silicon Valley both want your patients, but there is a plan.

If you are willing to take action, visit fertilitybridge.com to learn about the first piece of building a fertility marketing system, the goal and competitive diagnostic. Now here's the founder of fertility bridge and the host of inside reproductive health, Griffin Jones,

Griffin Jones: [00:00:59] On today's episode, I've got Dr. Eduardo Hariton back with me. We talk about artificial intelligence to a lot of the degree that I've just had Dr. Bob Stillman on and others that I've talked about artificial intelligence with, but we get into the specifics of what needs to come down in terms of the walls that bar certain technologies and platforms from talking to each other, which is actually, what's going to accelerate the progress from artificial intelligence as it applies to outcomes, as it applies to clinical operations, definitely the human impact.

Dr. Hariton has a strong opinion on, and we try to break down the nuance of what that is. And then we really disagree on something. Before I talk about what we disagree with, today's shout out is going to go to Dr. Pietro Bortoletto haven't spoken to him in while I don't know if he still listens to the show, but hopefully he does because he's another one of the rising stars in the field and would love to just get an email from him with this conversation with Dr.

Hariton we talk about the cost of IVF and what's going to happen. In the next five years, I say, it's not coming down. Eduardo says it is. It depends on, I guess, how we're phrasing that. And he and I are making a wager, we're still disagreeing on the terms of our wager because of course, both of us want to be right.

We're both trying to phrase it in a way that I'm hedging to where I am going to be. Right. And he thinks he is, I think I'm right on this. So I gotta get with my legal ease because I want him donating to my charity, not the other way around. And I'll let you decide. I would love to hear what you think about this.

Argument debate discussion that I have with my good friend, Eduardo.  I think Dr. Hariton is one of the brightest minds coming up in the field, as much as it pains me to say that, because I'm jealous that he's got both that crazy business mind, as well as your ultra clinical mind. And so you get to hear that discussion being unpacked today, and I hope you enjoy it.

Eduardo, welcome back to Inside Reproductive Health. 

Eduardo Hariton: [00:02:55] Thank you so much for having me again, Griffin. 

Griffin Jones: [00:02:58] You're back not just because you're my friend, but because I think you're in kind of a unique position. You are a second year REI about to be a third. Your REI fellow at UCSF. And you are also you're in the mix where you're looking at your career thing of practicing medicine.

Also looking at what the future of the field is going to be like. All of these companies and ventures in technologies that are going to impacted. And so I want to center our conversation around artificial intelligence, mainly because if you're not the guy qualified to talk about it right now, Eduardo, I think you're going to be the guy qualified to talk about it in 20 years.

So why not just have you on early and explore some of these thoughts? I want to start with what are you paying attention to right now with regard to AI technology? 

Eduardo Hariton: [00:03:56] Thank you so much. I think that's like an overstatement of an introduction, but I'll take it. 

Griffin Jones: [00:04:00] But listen, you might be miserably underqualified right now. Maybe you should just turn it off because here's some fellow talking about the future of the field right now.

So I'm not blowing sunshine too hard. I just think that you are going to be the guy. So I will put my. I will bet my ponies on that. 

Eduardo Hariton: [00:04:18] I appreciate that. I can tell you what I'm paying attention to is the massive amounts of investment coming into the field in order to bring technologies that we use in other areas of medicine.

Into reproductive medicine. I think when you look at what's happening in not only other areas of healthcare, but around different industries, automation is big. There are a computing power is becoming less and less expensive.  () And the ability to draw insights from really complex sets of data is growing and becoming more powerful.

And we see that applied throughout healthcare in diagnostics, where people are using AI to find different targets for therapies to bring the cost of drug development down. You see it across healthcare systems that are applying AI in order to move patients through that system in a more efficient and effective way.

To monitor patients in the ICU to recognize that they are not going to do well before. That actually happens inclinations to in order to early intervene. And I think people are realizing that in IVF being a very costly unexpensive treatment with a growing market and increasing the man that outstrips the supply.

There's a lot of opportunity for investment. So everywhere from predictive analytics to the way we stimulate patients, to the way we, follow gametes in the embryology lab on selects, which wants to transfer. I think there's people looking at all of these parts of our fertility journey. I'm trying to apply artificially intelligence solutions in order to improve our process.

Griffin Jones: [00:06:07] So when keeping with other specialties of healthcare, how prevalent is this technology is it's still very nascent. Give us a couple of examples where it is proven and adopted at scale to improve either clinical outcomes or just efficiencies and process. Where is AI being used? Were a couple of specific examples that are pretty established.

Eduardo Hariton: [00:06:36] Well, I think we're not very established anywhere. There's not one company that's taken over one solution that is used everywhere. I think we're going to get there, but I think we're still in the nascent stage. I think when you. AS for examples the are in markets. There are companies that are looking at vision.

So convolutional neural networks, looking at embryos to try to not only grade them and replicate what embryologists can do, but to select embryos with a higher implantation potential. And there's companies that are trying to bring those products to market or have those products to market. They have not been widely adopted.

And I think that one of the challenges of artificial intelligence technologies is that the models can show benefit. But I do still think that needs to be replicated perspectively and you need to actually show, you know, not that it predicts that it will improve outcomes, but that actually does. And I think those studies are ongoing in several parts of the world, but that is kind of the technology that is furthest ahead at this moment.

It's the use of computer vision to select embryos with the highest implementation potential also to select eggs that are more likely to create pregnancies. 

Griffin Jones: [00:07:55] So that's with regard to clinical outcomes. Where else are we going to see AI being applied within a practice setting? 

Eduardo Hariton: [00:08:07] Well, I think, you know, to the first part of the process, which is understanding a patient's prognosis right now, we have some tools.

We know their age, they're vary in reserve. We have start data, we have studies, so we are able to look at some of these tools, which are relatively crude compared to personalized AI. And we're able to say for someone like you with your diagnosis, your part in their semen analysis, based on your age, I predict that your per cycle light birth rate is 22%.

Right. Whereas when we take AI and we say, you incorporate all of that data, that that patient has where they are in their journey, and you can get a much more personalized prediction. I think that's helpful for patients because it allows them to decide, do I want to go through IUI? Do I want to go straight to IVF?

What are the pros and cons? What is my own individual expected success rates and what does it cost? And they can make that calculation themselves. I think it's helpful for the clinic because they can use their own data to try to drive some of these predictions. I lot of clinics are offering resharing models where they are allowing the patient to sharing the risk of their journey.

They subsidized part of the treatment. Some of them have guarantees and it's much easier to feel comfortable and have your final finance folks feel comfortable with a risk sharing model. If we have a very personalized prediction, As to what that success rate is rather than a rather crude measure. So on the predictive side, we're seeing some folks working on that, that in my mind is something that we could do before with more linear prediction models, but they use of machine learning and more complex  algorithm makes them better.

Griffin Jones: [00:10:01] In order to really personalize prognosis technologies would have to talk to each other wouldn't they, in order to have in order to have better data, meaning EMR and fitness apps and all the way down to the smart technologies that will appear in the home. So what technologies are starting to talk to each other now, or if you.

Don't necessarily know the answer to that. What needs to be able to talk to each other? 

Eduardo Hariton: [00:10:32] Well, the answer is not enough because no one talks to each other. And I think you hear of one of the big challenges for the artificial intelligence community. And for people trying to work on this, there is no one heterogeneous data set that these models can be trained on.

These models are. Need to be trained on very large amounts of data in order for predictions to be good, you know, training them on, our data UCSA for data of a single institution, even very large institutions. It's not enough because one in the magnitude of AI, it's not enough data for it to be really good.

And then in, if I take an algorithm that's built in the East coast and they bring it to the West coast, or I take it to Europe or China, It's not going to work in the same way. So what we really need to do is we need to build data sets that have patients from all over the world and, you know, different ethnicities, races, weights ages, and see how they do so that the algorithm can know how to react to different situations and weight those to your point.

Those do not exist, and there are some initiatives to create them, but. You bring up another good point, which is not everything that matters to your fertility. You talk about in your initial visits, you know how much you walk everyday, what you drink, what you eat, how you sleep, certainly can have some effects.

I think that probably we are further from incorporating those into our datasets that we use. I think m ost likely the initial models will be more clinically based, based on what a clinic can aggregate. And hopefully, what clinic collects in one area will be. Easy to homogenize with what a clinic collects somewhere else.

Another challenge, most databases don't look the same, even for people who use the same EMR. So there's going to be a lot of work upfront and creating this large data sets. But I do really feel like it will pay off in the long run. 

Griffin Jones: [00:12:34] So even before we create the large dataset, let's go down this rabbit hole.

That have technologies that don't talk to each other, let explore the reasons why I can think of a couple that I hypothesize. One of which being eventually you a massive privacy concerns we're already dealing with second is that everyone wants their data. The EMR companies want us to be able to sell their data and people should be.

Paying them for their data and the genetics companies think that people should be paying them for their data. So everyone wants to keep theirs so that they're the ones able to sell it. So I see those as two reasons, privacy concerns being one at a global level, two, being everyone wants to monetize what they have and not give what they have for free and they want to get more of it.

What reasons do you see for technologies not talking to each other yet. 

Eduardo Hariton: [00:13:33] I mean, privacy concerns are real, but the reality is that when you use these apps or use this products, you are agreeing to, for them to sell your, the anonymized data. So it's kind of happening anyways, for the most part. And you usually can request your data.

So that's something that you could pull. I think the reality is that when you participate in, you know, wearing a ring or a smart watch or have some of these products, Part of their value proposition to their investors is that they're collecting a lot of data that they're going to use to drive insights and create the higher value for their investors, for their consumers and grow their own individual products.

So I think that's right. There are very few incentives for those companies to share their data outside of their companies, unless it's in a symbiotic type partnership. And. And that creates a challenge for the data sharing and for incorporating some of these really large data sets that, you know, may help.

But we don't know because we have not explored that or incorporated it into the data that we do have. 

Griffin Jones: [00:14:43] And so who has the most leverage then? Who gets to say no, our data is worth the most. What do they have to do in order to aggregate the most. Data or have it as to make their database uniform. Who's got the leverage? 

Eduardo Hariton: [00:15:04] I would say that the leverage is whoever can derive the most value for their consumers. So if you are able to create a large dataset, you have some leverage there. If you're able to drive insight from that data set and share it with. Your consumers, then more people are going to come because they're going to want your insights.

They're going to want to learn from what their peers are learning from the device that they think it's really cool from an AI perspective. You know, if you start with a large dataset or you have some sort of relationship or value that you can give someone else for them to share data with you. Then you can get other people to perhaps share anonymized data with you.

Another thing that is extremely interesting is the use of blockchain based technologies to share data. You know, one of the challenges is that for HIPAA reasons or because you don't want to give away your data for free to someone else, you don't share it. And there are ways on the blockchain to be able to aggregate databases.

Without a centralizing institution so that every participating party can contribute data, but can also use other people's vietnamized data without actually owning it and taking it over so that you can train some of these models in broader data sets. But at the same time still be able to own your own data without, you know, openly sharing it or sending it outside your servers.

So those are some approaches that might be able to give us the heterogeneous data sets that we need. But again, to your original point, you know, not all columns are going to align. All rows are going to be the same, not all clean it's code in the same way, or feel the fields in the same way. So it still takes a lot of data clinic and that is incredibly time intensive and manual process that we will have to overcome before we can drive. What I think are the most valuable insights. 

Griffin Jones: [00:17:07] Well, there's a rabbit hole question, but it's too tangential that maybe we can get to it. It's about actually aggregating and making that data uniform, but that lack of uniformity might be the reason why.

EMR's aren't the direct answer to that last question who has the most leverage? Because I know as you're talking, I'm thinking, well, isn't the answer. The EMR's because they have the most information, but there are so many ways to query so much different information store, different information EMR. Is that the reason why they might not have the most leverage right now?

Because. Yeah, they've got a lot of data, but it lives in a lot of different places and looks like a number of different fields.

Eduardo Hariton: [00:17:55] I guess the question is that depends the EMR and what their user agreements are and who owns that data. Because just because I use EMR, X doesn't mean that EMR X can just pull up my patient data and then aggregate it and use it for profit.

You know, some agreements might be like that, but some agreements, the data's owned by the individual user. And yes, it's nice that everybody uses the same one. And perhaps there is something there where the EMR says, I'm going to build a product based on all of you guys as data clinic, a, B, C, and D. And then I'm going to give it to you for free because your data helped me build it.

And I'm going to sell it to other places or I'm going to. Use it as a reason for new clinics would be then participate in the original content creation to come into our network of EMR clinics. That being said, it really depends on how that data is shared and organized. And I don't think, at least to my understanding that EMR companies can just pull them profit from their clinics data.

Griffin Jones: [00:19:01] Would we advise Inside Reproductive Health listeners to check those service agreements upon signing to see who owns the data? 

Eduardo Hariton: [00:19:12] I think that, you know, in the 21st century, what we do with data and the insights that we drive for them are going to be hugely valuable, not only for clinics, but for our ability to make better decisions.

So. Yes. You know, my guess is most people do. But if you haven't looked at who owns the data that you're creating in your clinic, certainly something worth looking into and making sure that, you know, who's using your data on who's allowed to use your data. 

Griffin Jones: [00:19:44] So is that's true for almost any service agreement tha t not just CMRs, but should people be looking at that for the genetics companies with carrier screening companies with. The pharmaceutical companies they buy from, or I guess anyone that would have their data. 

Eduardo Hariton: [00:20:03] Yeah. And we didn't say we know with Fertility Bridge also. I bet you people should look at their agreements and see who owns what data and your ability to use it too. I think anytime you enter into some agreement where there will be data sharing, You know, people define very clearly, like who owns that relationship, who owns the IP that comes out of, you know, any insights from this data.

And that should be very clear upfront and something that people should be paying attention because in many of these cases, I expect that some of these companies and some of these algorithms will be quite valuable. And you want to make sure that if you are contributing to an algorithm or you're contributing data, you get to be part of their rewards and fruits of that data know most importantly, I think we're all in it to help patients, but your ability to help patients will also be.

Better and increased if you have the financial means to do well. 

Griffin Jones: [00:21:08] What if the service agreement doesn't say anything right now, fertility bridge agreements. Don't say anything about data with regard to centers and we get some, one of the things that we do whenever possible is. We do have people agree to not give us protected health information.

And so from a marketing lens, we only get any kind of patient information after the patient signs, a HIPAA authorization in which case is no longer Phi. So we don't have any of that kind of information. We do get numbers on we, we do track volumes and because we want to know if we're driving IVF volumes or egg freezes or recruiting the donors that we're supposed to be recruiting a new patient volumes. So we do have that sort of stuff. It all lives pretty archaically right now in spreadsheets. So it's not like we have a machine to go out and monetize, but how would that look? Like? What would that, what does it look like when there's no agreement?

Eduardo Hariton: [00:22:12] That one that I'm going to defer to my lawyer friends. Cause I actually don't know the answer and one pretend to know, but you know, my only advice is, you know, get a good lawyer and make sure you understand what you're signing, which is probably good in life. 

Griffin Jones: [00:22:27] Yeah. Well, in the meantime, we, I don't, we don't have so much data to, to really worry about, but I think ultimately even client services firms like mine will have to get into.

The data game to some degree. And I think it's a lot like how software has been the last 20 years, where in the beginning, there were a lot of people creating proprietary softwares and some of them really needed it. And very often a lot of people found that they were much better off just using an off the shelf software or some SAS company that already existed and applying it to.

Either clients or themselves. And so I don't see us as builders, but I do see us. I see even client services firm like mine, having to just review the insights that come from data. When we put together averages right now, they're pretty rudimentary. It's not the same accuracy that one would have if they were all aggregated so 

other than you making people scared to do business with fertility bridge when we're like number 190 seventh on the 197,000 down the list of people that are actually trying to get data who is trying to get the data. You don't have to say particular companies, but in the direction of, who's really trying to both aggregate and ultimately monetize, data from patients in clinics? 

Eduardo Hariton: [00:24:07] I think who's trying to get data from you is literally everybody who you touch online, Google, Facebook, Apple, literally every single interaction that you have is recorded and a, and studied and used to monetize and sell your stuff or understand you better or serve you better products so that you spend more time.

So, you know, You know, broader level, every interaction that you have in the digital world is. Studied and likely monetize to some degree. I think on the clinic level, you know, without mentioning companies, there are companies that are trying to aggregate data. There are academic institutions that are trying to create consortiums to aggregate data in order to drive these solutions.

Like I mentioned, I think they're still in the early stages. I think the data sets that are being built are on the smaller side. They're usually single center or a few small centers and the projects that are coming out are more on the proof of concept side. So there are people trying to show. Yes, we can predict pretty well how people are going to do, or yes, we can, you know, help make better decisions in the stimulation process in order to.

You know, make outcomes better or, you know, remove physicians from part of the process or at system at the list to make better decisions or in the lab, we can help embryologist create embryos or pick embryos so that we get patients pregnant faster. So we're seeing some of these projects happening, fertility and sterility is seeing more and more publications regarding AI and just had a whole, you know, aim monthly.

Journal dedicated to AI in reproductive medicine. So I think we're at the early stage. I do think that over the next five to 10 years, we're going to see a lot larger databases and perhaps more heterogeneous databases come out and. Prospective projects where you not only build an algorithm, but actually test it and compare it to physicians or make a prediction and then see what happens after.

And that will help validate this concept. And perhaps some of those will come to market and become widely adopted. But I don't know if it's going to be six months or six years. You know, we are terribly bad at predicting timelines, but I do think that in my life then as an REI, the decisions that I'm going to be actively involved with in a day to day basis are going to be incredibly different than some of the decisions that the people who trained me were involved that their beginning of their careers.

Griffin Jones: [00:26:51] I would be a bad fertility doctor because I only want to take on the cases that I know are going to be successful. I only want people to say these sorts of things about me and my company, like Greg in Chicago, 

"Our resources are not endless. And I think that with fertility bridge there's a much deeper dive."

or Dr. Young in Iowa, 

Narrator: [00:27:14] "I've gotten more positive feedback from patients from anything in the last 30 years of practice" 

or Brad in Seattle, 

"You have multiple experts on your team and for, you know, a very small price to get that level of  consulting for just a couple hours" 

Griffin Jones: [00:27:33] Would be really valuable.

Okay, you get the idea. So this is how we set you up. So you are 100% guaranteed to be successful in your goal over time. It's not a magic wand until you do this, do not pass. Go do not collect $200 indefinitely. Do not get in any long-term commitments or launch initiatives, you sign up for the goal and competitive diagnostic at fertilitybridge.com.

You fill out your business needs profile. We establish your benchmarks and desired outcomes. Then we meet for our 90 minute consult. We provide you with business Intel revenue estimates, and a competitive overview of the field to facilitate the prioritization of your goals between your partners and leadership team.

Then we have a 30 minute up. We tell you exactly what you need to audit and strategize to build your plan. I'll also give you one big marketing idea that will make you say, damn, that's good. If we failed to do any of these things, we give you your money back because it's only five 97. And because I need you to be successful because I need you to say all those really sweet things about me and my company.

Maybe even a gem like this one from Holly and Dr. Hutchison from Arizona. 

Narrator: [00:28:41] "I have, we didn't have fertility bridge, honestly. I think we would be getting close to retiring."

Griffin Jones: [00:28:47] There's no long-term commitment whatsoever and there's a hundred percent money back guarantee. Send your manager to fertility bridge.com, have them sign up for the golden competitive diagnostic.

And I will see you and your partners on zoom. 

Well question in terms of what the timeline will be like in our inability to predict it. I see the same trajectory happening with broadband and voiceover internet protocol voip, where it sucked for years for fricking year in 1999, we're like this, everybody's going to have broadband.

We're going to be able to download movies in a second. And we're going to be able to have conversations like we're having on zoom right tomorrow. And then 2005 came, it still sucked. And then 2010 came and it still sucked. And all of a sudden, I don't know if it was. 2017, but all of a sudden it was like, Oh, we've all we all have.

Perfect voice over internet protocol right now. And good timing too, with a global pandemic happening in March of 2020. But it was like, where is it? Why isn't it here yet? We've been talking about it forever. And then all of a sudden it was just here and that's not a very scientific way to, to anticipate the advent or growth of.

Of artificial intelligence we're past the admin, but I do think that that's, what's going to happen. 

Eduardo Hariton: [00:30:15] Yeah. I mean, I don't disagree. I think bill Gates is the one who said that we always overestimate what's going to happen in the next two years, but then underestimate what's going to happen in the next 10 because technology does not

kind of advancing a monotonic linear way. It advances in an exponential way, the cost of technology goes down in an exponential way. So, you know, I agree. I don't know if it's going to be two or 10, but I do really think it's coming on and I'm excited to see the impact that we can have on patient outcomes by using some of these very powerful tools.

Griffin Jones: [00:30:51] We also don't know what. The catalystic events will be to speed it up. And so the example, I knew that we were moving to a virtual. Dominant workforce. It's why in 2014, I started my company. We've been virtual from the beginning. All of my employees live elsewhere in the United States and Canada, as well as do our clients have never had a physical home office other than the office in my home.

And I knew because I knew that's what, the direction that we're going to. And in 2014, it felt like. Starting a digital agency in 1999. Like it was too late to do the brick and mortar type of route, but it was still like early and it was kind of awkward. And I remember our clients in the earliest years, some of them would be like, Oh, she's in Denver and you're in Buffalo.

And your project managers in Tennessee. And. They're your account managers in Florida and people didn't totally get their heads around it. I knew that it was moving to that. I just didn't think that there was going to be a global pandemic that made it the status quo. And so what do you think are potential catalystic events?

And I understand that I'm making you speculate and putting you on the spot to do it, but that would. Accelerate the adoption of artificial intelligence in healthcare fertility, specifically. 

Eduardo Hariton: [00:32:26] Yeah, well, unlike you, I also didn't predict COVID and did not invest in soon a year ago. Wish I had, but you know, I can tell you about some trends that I think are definitely going to keep pushing us towards adoption of some of these tools, you know, partly because they improve outcomes, but also because they will improve.

Efficiency and lower costs. I think when you look at the IVF market in the United States, we don't have enough capacity to handle the volume that we need to handle. David Sable gave a very good talk at ASM a couple of years ago. And he said, we're doing somewhere between two 80 300,000 cycles. And when he sizes up the potential market for IVF, based on the infertility cases, we have the, you know, genetic disease prevention, opportunity, egg freezing trends on how fast that growing.

We can easily do up to a million cycles a year. You compare us to places like Israel, where they're doing like, you know,  a cycle for every 200 to 150 people, Japan, which is somewhere around 300 Europe, which is under a thousand. We do a cycle per 1600 people. So we're very under-penetrated and we have an opportunity to grow our market.

There was a study by started in 2016 that showed that on average physicians, REI is lead about 130 cycles a year. Some people do none some people do a thousand and you know, I want to meet those people because I'm interested to see what they do. But with about 1300  we need to do around 800 to 900 cycles per person, per REI, to meet that demand of like one to 1.1 million cycles.

Anybody who you ask right now that works, their tail off is doing. 300, 400, you know, 200 is a lot. So we are not designed to accommodate this kind of demand. Yes, we could work nights and weekends and nonstop for 24 hours

Griffin Jones: [00:34:31] And have 15 IVF coordinators and never do an ultrasound. 

Eduardo Hariton: [00:34:35] And. You know, but that's a challenge, right?

We need to get more efficient than, yes, we can. We can stop monitoring. We can stop doing, you know, procedures. We can stop doing everything. You still don't have enough hours in the day, you're still going to hit a wall. So the reality is how do we number one become more efficient. So what are some aspects of this process that can be automated?

From our prediction to our stimulation, to our embryology lab in order to make this process more efficient. And that will give the REI opportunities to spend more time with patients. Because I think one thing that does not get talked about enough is that. People are still human. Even if you're taking care of 600 cycles a year, those people want to see your face.

They want to hear from you. They want to call from you. If they're pregnant, if they're not pregnant. And we really have to think very carefully as we redesign the way we take care of patients to not lose that human touch? I think it's important for the patients, but it's also important for the area.

You know, we came to medicine because we like thinking we like being challenged and we like learning. And if you take all the fun out of it, because it gets automated, you're gonna lose REI's as well, because it's not going to be what they signed up for. So it's really important to keep that in mind as we do this.

I think the go ahead. Well, let me finish this. I think the other aspect where this is important is. Part of the reason we're under-penetrated is because IVF is really expensive. Access to care is a real issue. And, you know, art still something where high socioeconomic. Status patients have a much differential aspect and it's not something that's accessible to the lower classes.

And I think that's a real problem by applying some of these technologies by removing some of the human component, which is exceedingly expensive and contributes a big amount to the cost. We will be able to lower the cost of. Not only an IVF cycle, but of the ultimate goal, which is reaching a pregnancy.

Cause our cycles will be a little cheaper and they will be a little better. And hopefully we will get to offer the amazing, you know, the amazing opportunity to start families that we offer some of our patients to everybody who wants to have a cycle or get fertility treatments. 

Griffin Jones: [00:37:04] You think that the price of cycles is going to go down?

Eduardo Hariton: [00:37:08] I think that as we incorporate technology, I can remove some of the costly elements that we have now. Yes. I think it will go down. I think there's also increased amount of payers coming in and that's going to put downward pressure on the price that gets paid for cycles. So that's another aspect, unrelated to the AI that will.

you know, will push prices down, but you know, if you want to compete and your payers are pushing what they want to pay you for a cycle down, I way to maintain your margins is to become more efficient than AI is a way that you can do that.  

Griffin Jones: [00:37:44] So it does push the price down because of what they reimbursed. But they're also bringing so many more people.

If we look at markets where that are really. Progeny heavy and maybe it's character kind by now, but it's employer benefits. When we look at those markets that have a lot of those companies, they're so fricking busy, right? I mean, you live in the Bay, so you know how busy they are and it's not just, Oh, we're busy on the clinic side, but maybe we're not converting enough people to treatment.

There's met mashed in the lab too. And so I don't see prices going down. And what, where are, where's the precedent for that in healthcare of prices going down 

Eduardo Hariton: [00:38:29] It's market power. I mean, you see it in places where there is a. You know, someone that controls a large share of the population, they can say, you know, I don't want to pay you, you know, $15,000 a cycle.

I want to pay you $13,000 as cycle. And if I represent 40% of your cycles, you can't lose me. So you will take 13,000

Griffin Jones: [00:38:52]  that's the thing they might be. They might be able to lose it because people are getting so busy and as more employers start to offer coverage and more States mandate. Then now it's not just a progeny game.

Now it's United and Aetna getting back in because insurance and who has well, we're losing all of these employers. And so we're not getting a cut of any of this. So they start to get back in whether it's Cared or Kind Body, eventually that. Particular profile becomes a two horse race. And then if you're in a big enough market of busy enough market, you could say, okay, well, these, this group has Facebook, Amazon, Google.

This group has McDonald's LinkedIn and general motors. And this group reimburses 10% higher than the other group. Yeah, we can lose the other group. I don't think that's out of the realm of possibilities. 

Eduardo Hariton: [00:39:47] Yeah. I mean, there might be some centers that feel comfortable losing a payer because they don't want to do it.

And you know, that's the art of negotiation. You have to know when to walk away, you have to know when your what's your BATNA or your best next alternative and walk away. But my guess is that as these negotiations play out and as these players start covering more and more cycles, they are going to start reimbursing less, or they're going to start reimbursing for value.

Or it generally is going to drive what they are willing to reimburse down. You know, some clinics might walk away. Some might take the lower reimbursement, hopefully no one's losing money on a cycle, but ultimately the way to create value here is to lower your cost of the cycle, because it's good for you.

It's good for your payer. It's good for your patients. And. And that technology is incredibly scalable. So that's something that will be helpful. I think another part that I didn't touch on where I, you know, AI or machine learning can be helpful is, you know, you might be familiar with this Griffin.

There is an incredible amount of heterogeneity in the way that we practice. There are some standards of care that we follow, but if you go. To my clinic and the clinic next door, and then the cleaning next door to that, we do things three different ways. No one way is better than the other. And we don't know for sure because otherwise we would all do it the same way.

And then within the clinic, Dr. A likes to look at things one way and Dr. B likes to do things another way. So then the lab has to be always on their toes, figuring out which doctor is said, do they want to transfer this day or that day? What kind of, you know, Extra concoction they want on their media. And at the end of the day, that heterogeneity and lack of standardization is incredibly expensive for the labs.

If we apply big data approaches, and if we use AI to standardize, what is the best approach for a given patient or a given clinic, or maybe we realize that it doesn't really matter. We should just pick one so that the lab knows that when those eggs are coming, they're going to be processed in the same way all the time, you know, on, you know, nothing's going to be a hundred percent.

There's always going to be patients that don't fit the mold. So I don't mean to say that AI is going to be a hundred percent better for everybody. We still need our brains. And we still are going to have patients that have receptor mutations or don't respond like we expect. And we're going to have to think them through that's the art of medicine and where.

Our education and all the years we've put in will really matter, but we're going to find that a lot of things we can standardize and that can also lower variability and reduce costs and take that out of the system. 

Griffin Jones: [00:42:34] So is AI going to be the hammer of Thor that finally breaks down? At least some of that heterogeneity in that isn't every other REI in EDS, except for the one.

That the given context at any moment, except for maybe their partners or someone else. But it seems to me like everyone I talked to, Eduard, it's pretty amazing, everyone has the best success rates in the country. It's pretty incredible how they're all number one. And they their competitors are idiots that don't know what they're doing.

And I'm. Hyperbolizing a little, but this isn't something that I hear rarely. And so it's also been one of the main challenges in the consolidation that's happened on the private equity side. You have. Standardization and people don't necessarily want to follow them. And there are some groups that could be selling to private equity and haven't and it's because they want to have that say so that, I guess there's a marketplace of ideas happening within that heterogeneity.

How does AI break the tie? 

Eduardo Hariton: [00:43:44] Because physicians are committed to giving their patients the best outcomes they know how to give, and they don't want someone else coming and telling them. I know you do it this way, but I want you to do it that way because that's how, you know, the clinic that we acquire in X city does it.

That's not what physicians are going to respond to. They're going to respond to data. They're going to respond to well

Griffin Jones: [00:44:10] . Why isn't the data from the clinic that we acquired in X city sufficient right now. And what's so much more compelling about the data that comes from AI. 

Eduardo Hariton: [00:44:20] Because it's going to be much bigger and larger scale.

Like if you come and you tell me Griffin, like, Hey. You know, this clinic in another city does this way and they have 3% better outcomes or 10% better outcomes. I'm going to say, well, look at that patient population. They're three years younger. Their BMI is a little bit lower. It doesn't really apply to me.

I, you know, I can just change my whole protocol based on what someone else does, but when you have, you know, a group that has data from 15 clinics and you aggregate all the data and you say, Hey protocol, you know, doesn't matter beyond these two or the starting, those should be this within this parameters or.

This is how we should, you know, do XYZ in the lab and it's working well across the system and it's clearly superior. You know, we're all competitive. We want the best for our patients. And we want respond to a suggestion or we won't respond to an example, but we do respond to data. We read the journals and we try to understand.

How do we change our practice in order to provide the best outcomes to patients? We do that every month and every week and every day we continue to incorporate data. And I think what AI is going to do is that it's going to give us data that is a lot more convincing and powerful because it's a heterogeneous.

So from a lot of places, very large and very robust. Another interesting thing that I think will happen is as a field, we have accepted a lot of Adam's therapies. So new medications that make it to market or new therapies or injections, because we want our patients to do better. Sometimes what happens is that these medications make it to market and become available to patients before they're truly studied.

So before you have a randomized controlled trial that can show benefit, what happens then is that it's very hard to do a randomized controlled trial to show benefit when people can go to the clinic next door and get that treatment anyways, because they don't want to get, you know, the sugar pill or the saline shot.

They want to get the medicine they're spending 15, $20,000 and their time to get pregnant is now. So. Doing those studies is quite hard right now when things already made it to market. I think by aggregating data from a lot of places from cycles that look the same, other than the fact that one of them use, you know, growth hormone or some other additive medicine and recognizing, Hey.

This medication really works, but it only works in this subset of patients or there is no patient where these medications showed a difference. We're going to be able to figure out what actually works and hopefully stop using the words that do not. 

Griffin Jones: [00:47:08] I want to go back to the human touch part because I've been, it's been cycling around my head because we are at this bottleneck challenge where there's what 11 or 1200 of you in the entire country.

And you talk where maybe we're doing 300,000 cycles. We can be doing a million to me. A million seems like on the conservative side of the estimate if other variables were addressed. And so. You mentioned, well, people still want to see their doctor. The doctors still want to have that human interaction.

They don't want to just be behind a screen and managing dozens of case loads at a time without getting to know people. 

But we have a ways to go before we can meet the demand. There ultimately seems to me like even when we address so many of these other elements that can be, 

That can be taken care of with technology that will still have a very limited bandwidth for the attention of the REI for any given individual.

So what are the things, as you talked about having to be intentional about how AI comes into play and what we're automating versus what remains human interaction, what. Human interaction. Do we need to safeguard? And I know it's a general question, but try to be as specific as you can. 

Eduardo Hariton: [00:48:40] That is a hard question.

And it's something that I, as a believer of AI and as a believer of how fast this market's going to grow and how limited the amount of REI is  struggle with on. And I think about it. Day to day think about it in the shower. It's something that I think it's really important to keep top of mind. You know, when I think of some really efficient decisions, you know, you had Doctor Amy on the show, You know, a couple of months ago and she sees hundreds of cycles and has a huge case caseload.

And she goes out of their way to make sure that every patient feels like she's thinking about them all the time. And she has a process that she set up in order to do that. So thinking about that type of process, I think is important. I think understanding which are the interactions where physicians can add the most value to patients face-to-face and which ones can be.

Perhaps delegated, not to a computer, but to another human, to a wonderful nurse. Our nurses are the backbone of our industry. They interact with our patients more than anyone else. So helping build that group of nurses and mid-levels, that can still. Make them give them that human touch without perhaps extending the REI beyond the hours that they have available will be important.

And I think that one thing that we're going to see, you know, related or unrelated to AI is that eventually I think patients are going to segment themselves and figure out how much do they care about seeing the REI and how much are they willing to pay for that? I don't think that.  I think that some places, for example, have NPS that are managing fertility preservation cycles and doing those initial visits and for some patients that's okay for some complexity of case, et cetera.

Okay. So rethinking the system and understanding what is the value that we bring is important. And you ask for a specific example. One example that I always think about is. The only time in most places where a physician spends a whole hour with a patient is in the initial visit. That visit is where you take a history and you get information from the patient, but you don't have labs and you don't have testing and you don't have anything concrete to guide them.

You say, well, if the semen analysis is normal, we'll do this. If it's abnormal, we'll do that. If you're a vary service high, we'll do this. If it's low, will you that if your tubes are blocked, we'll do this. If they're not blocked, we'll do that. And then you spend an hour counseling them on generalities, and then you still need to come back and counsel them after the testing.

So why don't we switch that around? We get some information, do some testing and do the counseling two weeks later when the testing is long done two months later, or whenever it is, that is a much better use of physician time. Patients would appreciate it a lot more. And I think. Rethinking this kind of framework where you go from visit to testing, to treatment, to hopefully pregnancy and really white boarding it and rearranging how we spend our time with our patients so that they feel connected to us.

But we also are giving them. The most valuable time that we can give is something that I hope happens again. I don't know if it's going to be two or six or 20 years, but I think we're going to be pushed into doing that sometime in the near future. 

Griffin Jones: [00:52:09] Well, that's a good point that those operational changes though, are things that people can do now.

They don't need to wait for AI to come and they only help you as things start to become. Automated. So there's no reason to say, Oh, I'm just going to wait until something established comes down the pipeline, the way that people use software, the way that people manage their operational systems allows people to incorporate these technologies as they change.

And the example that you gave, I don't know that I have enough evidence. To make it our official point of view yet, but we might soon enough because what I'm seeing anecdotally, Eduardo, is that what you described where the initial consult is shorter, those groups, actually, those physician convert more people to treatment because in that initial comment, you make it a half hour.

For example, you just spent it telling them this is what we're going to do next and not go into the contingencies and the variables. The patient is able to digest that information better. I don't know that I have enough evidence to say that that's certain yet, but I'm starting to see more of that. And that's just one example of an operational change that can be made now and among other things that help AI to come in.

I want to, I was reflecting on your answer of why it's so hard to be specific about the human touch answer, what human touch still needs to be. Available my philosophy is that the patient needs to be cared for, but needs to feel cared for bottom line. It doesn't necessarily need to be the physician for something.

Ultimately, the patient decides what feeling cared for means and how much the physician needs to be a part of that. It isn't the physician that necessarily gets to this side. And I think it's important for. People debate well what can our team do to make the patient feel very cared for? But I think the things that we use either you and I could really quantify, have to do with the things that go above the expectation.

And when I first got into the field, I asked my clients if I could talk to some happy patients that just really understand what they liked about the process, what they didn't like. I remember one of our earliest clients. Someone talked to, they just adored his position because he walked her to her car and then there's, that has nothing to do with clinical outcomes.

It doesn't even have to do with how you make them feel cared for in the office. It just makes them feel cared for. And so I, as you mentioned that the struggle to think of something specific, that's why, because it's above the expectation as opposed to being within it. That I think. Feeling cared for.

Eduardo Hariton: [00:55:05] I think it's, that's a very good example. And you hit the nail on the head because it's not the same to every person, you know, so to someone feeling cared for is getting a call after each pregnancy tests for someone feeling cared for is getting their labs. As soon as they resolved for someone feeling cared for is seeing you.

For their monitoring ultrasounds, even though you have a sonographer, so you stopping by, or you're doing it yourself and every patient's different, you know, I always think about how can I capture in my initial visit? What are the things that matter to a patient so that I can go. Above and beyond for that given patient in the way that they want me to go above and beyond.

And so that I'm not calling the person that rather get a text and texting the person that rather get a call. And, you know, I go back to fertility IQ, ask patients in their questionnaires if they like to a blunt doctor or they like. A doctor with a soft touch and they ask questions like that, about what kind of physician or what kind of care do they want to get?

You know, I imagine that there are some questions you can ask a patient in your initial intake to build you some kind of profile so that you can make sure that. When you're going to call that patient, you talk to them in the way that they want to be talked to. You, share information in the way that they want information to be shared.

And that might not mean a lot to you because you're just trying to take care of them and your care won't change. But how your care is received will meaningfully change and your patients will I'm sure. Feel a lot more connected and a lot more satisfied, no matter what the outcome of their treatment is .

Griffin Jones: [00:56:48] That personalization is something we're getting.

A lot more in doing the patient acquisition journey with regard to physician profile, you don't even need to get that preference from the patient. You can share with them. We've got five doctors. Dr. C is not necessarily is is not the warm and fuzzy type of doctor. It's okay to say that Dr. C is very direct.

If you would like someone that has a, more of a social bedside manner. Choose from one of our other four doctors, people will choose Dr. C, they do it. And that's a bit tangential. I want to kind of conclude Eduardo, with when you see IVF prices going down, because he came on the show for the first time. I think two years ago.

It won't be the last time that you're on the show. And I want to know when I can tell you that I was right. And you were wrong. So, and 

And when prices don't go down, when do you think that the price, how long is it going to take for the price of an IVF cycle to decrease? Because I say it's not happening in the next five years.

Eduardo Hariton: [00:57:58] Well, I will say this. I don't know when it's going to decrease in absolute dollars or what that's going to look like. I think there's like inflationary pressures that will distort that equation. But I think that in 10 years from now, if you have me on the show again, I think the average American's ability to access an IVF cycle will go down.

You know, if, even if there's no universal healthcare, the ability of an average American to cash pay and IVF cycle will go down and it might not be an IVF cycle with the top doctor, the top clinic, because that might still be concierge lag, but their ability to go through an ovarian stimulation and egg retrieval, and basically go through IVF will be more accessible.

To the average American who does not have coverage. And yeah, you know, you can remind me of this. We can see what happens, but I think that generally the increase access and all of this technology will drive the cost of a cycle down, you know, for the people listening to this and worried that's gonna obliterate our margins.

I think we're going to have a lot more volume. So yes. Prices might go down and reimbursement might, you know, put some downward pressure, but like you mentioned, some of these players, I'm bringing an incredible amount of scale. So as long as we keep up and we're able to handle it by incorporating some of these technologies and becoming more efficient, we will be just fine.

And more importantly, more patients who desperately need access to our services will have access to them. I certainly hope so. 

Griffin Jones: [00:59:43] I don't think it's happening in the next five years, but part of the reason is because I think that technology needs to happen before the, because the volume is rising too quickly right now.

And that technology needs to get ahead of that curve, you know, and like even being equal to it would take some time. And so I don't see it happening in the next five years. You said you've given yourself a comfortable time period of 10. I want to be right about this because I think in most things between you and I, you will end up being right, because you're one of the smartest guys that I know in this field.

And I do think that you're one of the rising stars in the field. It's a privilege to have you back on Inside Reproductive Health. 

Eduardo Hariton: [01:00:28] Thanks for coming back Eduardo.  Thanks for having me, my friend. Good to talk to you, Griffin, and look forward to seeing what happens in five or 10. Sounds good. Bye-bye 

Narrator: [01:00:39] You've been listening to the inside reproductive health podcast with Griffin Jones. If you're ready to take action, to make sure that your practice thrives beyond the revolutionary changes that are happening in our field and in society, visit fertility bridge.com to begin the first piece of the fertility marketing system, the goal and competitive diagnostic.

Thank you for listening to Inside Reproductive Health.


IVF Conversion Strategy

IVF Conversion Strategy

Fertility centers often set new patient appointments and IVF retrieval goals without examining their relationship together. When we ask practice owners to state growth goals for new patient appointments and IVF retrievals, the difference almost always equates to a decrease in current IVF conversion rate.

Consult-to-treatment: the Four Key Performance Indicators that affect IVF volume

Consult-to-treatment: the Four Key Performance Indicators that affect IVF volume

There is often a wrong assumption about why patients don’t proceed to treatment post consult. The most common assumption is that they can’t afford it, and while this can certainly be true for a fraction of patients - it’s a misnomer to think that's the main reason. Learn the main reasons why patients aren’t proceeding after initial consultation - and what you can do to overcome these obstacles.

105 Organizing your Marketing Team for Success

Marketing is a huge part of a successful business, but marketing teams look different for every organization. Whether you have a marketing team, one marketing person, or no one solely thinking about marketing on a daily basis, we cover your business needs with resources to be successful. In this episode, Griffin breaks down the role of each marketing title, what targets they should be hitting, and what additional resources they need if any. You’ll be able to refer to this episode as a resource to understand the purpose of each marketing role, and more importantly set outcomes that they are being evaluated against.

Listen in to today’s episode to get the rundown on how to make your marketing department run more efficiently and effectively. 

4 Phases of Fertility Patient Marketing Journey: https://www.fertilitybridge.com/inside-reproductive-health/2017/10/17/fertilitymarketingfundamentals2018?rq=marketing%20journey 


Transcript

Griffin Jones: So now the next time that you say I've got a marketing team, I've got marketing people, you can use this resource to define what that actually means. And more importantly, you can use it to set outcomes that they're being evaluated against. To see where they're at and also to give them the scope and the skills of resources, the scope of skills and resources needed to achieve them. 

[00:00:24] Narrator: Welcome to Inside Reproductive Health. The shop talk of the fertility field here, you'll hear authentic and unscripted conversations about practice management, patient relations, and business development from the most forward-thinking experts in our field wall street and Silicon Valley both want your patients, but there is a plan.

[00:00:43] If you're willing to take action, visit www.FertilityBridge.com to learn about the first piece of building a fertility marketing system, the goal and competitive diagnostic. Now here's the founder of Fertility Bridge and the host of Inside Reproductive Health, Griffin Jones.

[00:01:04] Griffin Jones: Should you fire your fertility marketing director? Whoa, let's find out first. Let's find out what they all do. That's what we're going to talk about on today's episode. So you've got yours truly, because we're going to go in depth on all the marketing roles before we get into the meat of the show.

[00:01:20] Today's shout out, goes to Alex Lagunov a lab director from Toronto and giving a shout out to anyone who worked at Hannam Fertility. At that time, Alex and friends took me out at a CFAs meeting when I didn't know anyone in the field. I think it was maybe my only my second or third meeting ever in the field.

[00:01:39] And that kindness is something I really remember fondly. So hopefully Alex hears this and I get a text or an email about it. Today's show, should I fire my fertility centers, marketing director. We're going to be talking a lot more than just about marketing director. We're going to talk about all of the positions and not just clinics too, because some of these positions are a lot more common in other parts of the fertility field.

[00:02:04] If your team isn't getting the results you want, it might be all of their fault, but it might not be, it might be all your fault. It might be nobody's fault. REI partners, IVF, execs want to step out of marketing responsibilities for good reason. It falls below the top chief executive seat, and you have a lot of number of seeds to occupy, but you can only fully walk away.

[00:02:28] When someone else is completely in charge of the outcomes, if you walk away, but the person that you're delegating to, isn't responsible for those outcomes or doesn't have the authority or resources to do it, then there's a mismatch and you still have that responsibility in your lap, even though you're paying somebody to do it.

[00:02:46] The outcome is what matters. When outcomes go unreached. Even when they are clearly defined, it might be because the staff is incompetent, but it's more likely that. Expectations are set without any real understanding of the experience, authority, skillset, and breadth that goes in to ensure that success.

[00:03:09] So I want to detail it for you across these positions today, before you go firing or hiring anybody, understand these roles, and then I'm going to give you the outcomes for each of them. It's physician liaison, starting on one end marketing coordinator, marketing manager, director of marketing, vice president of sales and marketing.

[00:03:29] And then chief marketing officer, sometimes people go by chief revenue officer, but far more important than the person's title is what they are actually responsible for. Sometimes there's big mismatches in our field. So just because you say, Oh, I've got this title doesn't mean that's the person they might be under titled underpaid or vice versa.

[00:03:55] You may have heard me say this saying before that marketers are North Korean officials and practice owners and executives,

[00:04:08] you may have heard me say this before.

[00:04:14] You may have heard me say this before marketers are North Korean officials, practice owners and execs are Kim Jong-un that can be replaced for any marketer and any business owner and client. But what I mean by that is it's a vicious cycle where one person is saying, I'll tell you whatever you want, just please don't kill me.

[00:04:33] The markers values often because of this ambiguity or the mismatch is so intensely questioned that they'll often say anything to keep you from terminating them. And that's a negative feedback loop because you're so skeptical of the value of marketing. If that's you, that those in your employ again, if that's, you frequently feel compelled to exaggerate the results or make promises that they can't keep, it happens all the time.

[00:05:01] And that's fortified because marketers. Very often feel threatened by one another and for good reason, because in their attempt to justify their livelihoods, they're notorious for throwing each other under the bus. If you hire a marketer, whether it's an agency or an in-house person, and you have them critique here your current marketer they're very often going to throw them under the bus, even sometimes a very authentic experts do that. And you ain't going to get that from me because I don't want to live in Pyongyang. The people that are so eager to put somebody else under the bus and put somebody else's head on the chopping block, don't realize that it's their head that they're rushing to put on the chopping block in replacement.

[00:05:45] They don't take the time to end the vicious cycle, frankly, because it's often not in their interest for doing so. It's the big hefty promises that they make that get them the opportunity. So calibrating expectations doesn't really serve them. They are often punished for doing the right thing. That's why we do it upfront.

[00:06:05] So we're going to talk about defining outcome and equipping for success. Many of you say that you have a marketing person or marketing people, and very often don't know what that means. Say it, in those terms, marketing person, marketing people that could mean any number of different things. That's why we're going to go through this range today.

[00:06:23] This ambiguity is the source of a lot of frustration, because they're are essentially paying someone to increase your top line. I know that's usually what you have in mind. If that's what you're hiring someone for, but that doesn't mean that they're in a position to do if your marketing people don't have hard figures to put in the outcomes, I'm going to give you XYZ fields.

[00:06:46] If you don't have actual numbers to put in those, then you don't have outcomes for them. They need to be the first section of the job description and they need to be the exact metrics for which you're interviewing on and which you're evaluating their performance on. Sometimes marketers don't want practice owners or the execs of fertility companies to do our goal diagnostic.

[00:07:12] Why would they feel threatened by such a small engagement that has no duplication that has no commitment it's just a small evaluation from our firm. The only one that sub specializes in the field.  When that happens, it's often because they're afraid that we're going to come in and tell their bosses everything that they're doing wrong.

[00:07:35] And that's usually not actually the case. If your marketers are totally inept, we promise to tell you that, but more often than not, we're going to show you where they're under resourced and where they're being held accountable for things that they don't control. Frankly, because you are their only source of income.

[00:07:55] If they piss you off, they lose their job. We have many clients and we don't need any particular new ones. So we're in a much better position to challenge you than they are more likely at play is a lack of defined outcomes, a mismatch in position and/or a lack of resources and authority could be any one of the three or a combination of the three pay attention to the responsibilities and outcomes.

[00:08:23] Because again, misalignment is so rampant, we're going to start our overview today with the most junior end of the spectrum, which sometimes even the smallest practices don't even have. And then we're going to work our way up to the largest level. Which only the biggest companies in the field have. Let's start with physician liaison.

[00:08:48] This post often falls at the junior end of the spectrum because a lot of them are just walking billboards. They don't really impact referrals. They drop off donuts and bagels and pamphlets, and they don't really. Impact your business, the best ones, however, are worth their weight in platinum. They're not junior.

[00:09:09] They know the exact things that they need to do. They know the exact things that they need to differentiate your clinic and to actually be the liaison of the relationship. Let's take that word literally. It's your relationship as a provider, as a physician, that they are the custodian of and. The people that are really good at it, disrupt referral patterns from competing practices that maybe sometimes people have been referring to a long time because they give them a reason to change those referral patterns.

[00:09:44] They build new ones, they grow them and then they're handsomely appreciated and compensated because they are so darn good. Their mission statement. I'm gonna give you a mission statement for each of them, increase referrals from OBGYN, PCPs, and other specialists by building and growing and nurturing relationships.

[00:10:05] It is not reasonable to expect from them increases from other referral sources, responsibility for revenue or profit, a creative expertise that digital expertise. These people are just the physician liaisons. Now here's the outcomes grow MD referrals from Y to Z. You have to have a Y you have to have a Z grow referral.

[00:10:28] So from X target accounts, that's both a number and very specific 10 to 20 target accounts that you said, we want more referrals from these people. And so that X needs to be. Identified and the Y to Z need to be enumerated.  They also grow referrals from employers and insurance and benefits providers groups because that's such a big part of our field now. So you want to have Y to Z for that growing part for the companies that use progeny and carrot and others.

[00:11:07] Create X referring provider materials. That's a little bit more of an input than an output, but I, I put it on there established reporting system to account for all referrals by office, physician, and month. The way that your people report to you, that your PLS report to you is critical. The resources they need to be successful in their job.

[00:11:27] Is accurate reporting, accurate. Multi-source not single source, new patient referral sourcing, multimedia referring provider materials, not just pamphlets. They need to have a number of different resources that they can engage people with physician participation, your that's, your participation. They need training on your clinic.

[00:11:47] A CRM or reporting system. And then if they do have a CRM and they need CRM training, we're still on the junior end of the spectrum. And now PL can sometimes be like a thing of its own because it's physician liaison, you have more junior PL's, you have more senior PL's. Now we're really going into marketer, not just physician liaison, starting at the junior end of the spectrum is marketing coordinator.

[00:12:12] This is a very catch all term and probably for a good reason, because even when it goes by one of the other titles, this range of responsibilities is very common for fertility clinics to have in-house it, isn't realistic to expect someone at this level to be responsible for revenue sales. Procedure volumes or even leads.

[00:12:33] That's a problem because very often, if you're thinking I've got a marketing person and you have someone at this level, you are thinking I'm hiring a marketer because I want them to increase the top line. That's not really what this person does. Their marketing coordinator as with most junior positions.

[00:12:52] Outcomes are seldom assigned to junior positions because they're so task oriented, but even the most junior marketers ones that don't have any control over revenue or profit, they should at least have defined outcomes that way, if they're hitting them and if they are hitting them and they're hitting them well, they may be worthy of higher outcomes and a higher position, higher pay, et cetera.

[00:13:16] When you're making their outcomes, resist the temptation to put their inputs as those outcomes, the number of pamphlets designed social media posts, articles, events, those are all inputs. And I may have made one. Exception, but I'm going to give you those outcomes. The mission first is to execute some aspects of the marketing strategy and coordinate the rest with the other parties involved.

[00:13:43] That's what a marketing coordinator is. They coordinate, it's not reasonable to expect responsibility for new patient volumes ownership. The sales & MD referrals, not for them to do, to make the strategy or to have technical and creative expertise in all of the verticals, the outcomes that they should be responsible for.

[00:14:02] Our plan and build X informational events, increase attendance at informational events from Y to Z. That's a good outcome because it's not, micro-managing all the tasks that they need to do. It's Hey, we are doing these egg freezing events. These IVF events increase it, where it would be in 10 people per event increasing in the 20.

[00:14:21] We're doing 30. Increase them to 40 increase attendance at informational events from Y to Z. Increase patient testimonials from Y to Z increase social media engagement from Y to Z. If you have Y to Z for each of those individual outcomes, and even with a really junior position like that, you don't have to micromanage every task that they're doing.

[00:14:42] You delegate that outcome, and if they achieve the outcome then there's opportunity for advancement. And if they don't, you're probably looking somewhere else. The resources that they need to be successful in. This are. Participation from providers and leadership in events and content. If you have them coordinating content, you're the star of the show.

[00:15:06] And so if the provider, the partners aren't involved, the content that they create is not going to have a big. It's not going to have a big result. They need a marketing strategy. They need someone else to give them the plan and say, do this. They need a brand guide. They need technical assistance on some different things.

[00:15:27] Whether it's web development, paid media cinematography, because one person can't do all of those things. They need an events budget, and then they need training on social media. The marketing coordinator is mostly responsible for columns in the first phase of the fertility patient marketing journey.

[00:15:45] And if you want to go back and check what that is, that article, that page is on fertility bridge.com and we'll link to that as well as the episode where we talk about the four phases of the fertility patient marketing journey in the show notes. Marketing manager comes after marketing coordinator and before marketing director.

[00:16:06] So I'm not going to outline the mission or the outcomes here because it's very often just a hedge Sometimes at pharma companies that actually is legitimate position because they do have that marketing hierarchy very often, it's just someone that is under titled as a marketing director over titled as a marketing coordinator.

[00:16:26] So I'm going to talk about. Director of marketing in more detail, because that's enough different from marketing coordinator and marketing manager, the director of marketing or your marketing director. And I don't think there's any difference between those two director of or marketing director. Maybe one gets paid a little bit more.

[00:16:44] Maybe if they look on Glassdoor, one version of spelling gets paid more. So that's why they asked to be titled that way. But it's the same thing. The person oversees the execution of the marketing strategy. So they are the ones that make sure that it gets carried out at this level. They can be responsible for new patient numbers and they should be or if they're on the business side sales qualified leads, they.

[00:17:12] Can contribute to the strategy very often, very meaningfully, but they shouldn't be expected to have all of the experience or skillsets needed to craft the strategy. And the same is true with brand. These people are excellent brand guardians. When you have a good person. But to have the creative design experience to build a brand, shouldn't be expected of this role.

[00:17:36] They should be responsible for bringing people in the door, but if you want them to actually be responsible for revenue, that's not this role. So we're still at the point where you're hiring someone in your thinking I want them to increase the top line. This person can't be expected to do it by themselves.

[00:17:55] Or again, this role you might have someone that's. In this title and more qualified to do that. But again, I'm talking about the role, not the person. So if you're a marketing director and you said, Hey, I do those things. I'm not that junior. It's, this is a mid level position. And I'm talking about the role, not about you.

[00:18:16] You might be better off in a more senior position, but if you are going to have that more senior responsibility over revenue, you need a greater level of authority. And cross-functionality for that. The mission of the marketing director is to increase new patient volumes or sales opportunities by directing the established marketing strategy.

[00:18:39] It's not reasonable to expect them to be responsible for revenue,  complete strategy, technical and creative expertise in every vertical. Their outcomes are to increase new patient inquiries from Y to Z increase qualified sales leads from Y to  Z. Increase new patients from Y to Z, increase X consults from Y to Z? 

[00:19:02] I would be a bad fertility doctor because I only want to take on the cases that I know are going to be successful. I only want people to say these sorts of things about me and my company, like Greg in Chicago, our resources are not endless. And I think that with fertility bridge there's a much deeper dive.

[00:19:23] Well, Dr. Young in Iowa, I've gotten more positive feedback from patients from anything in the last 30 years of practice where Brad in Seattle, you have multiple experts on your team and for, a very small price to get that level of, uh, consulting for just a couple of hours would be really valuable.

[00:19:48] Okay, you get the idea. So this is how we set you up. So you are 100% guaranteed to be successful in your goal over time. It's not a magic wand. Until you do this, do not pass. Go do not collect $200 and definitely do not get in any long-term commitments or launch initiatives. You sign up for the goal and competitive diagnostic at fertilitybridge.com.

[00:20:09] You fill out your business needs profile. We establish your benchmarks and desired outcomes. Then we meet for our 90 minute consult. We provide you with business Intel revenue estimates, and a competitive overview of the field to facilitate the prioritization of your goals between your partners and leadership team.

[00:20:27] Then we have a 30 minute follow up. We tell you exactly what you need to audit and strategize to build your plan. I'll also give you one big marketing idea that will make you say, damn, that's good. If we fail to do any of these things, we give you your money back because it's only five 97. And because I need you to be successful because I need you to say all those really sweet things about me and my company.

[00:20:50] Maybe you've been to a gym like this one from Holly and Dr. Hutchison from Arizona. I have, we didn't have Fertility Bridge. Honestly. I think we would be getting close to retiring. There is no long-term commitment whatsoever and there's a hundred percent money back guarantee. Send your manager to Fertility Bridge.com.

[00:21:09] Have them sign up for the golden competitive diagnostic. And I will see you and your partners on zoom. 

[00:21:16] The resources that a marketing director needs to be successful is positioning from the partners and executive leadership. They can't make the positioning, the marketing and business development strategy.

[00:21:28] Again, they can really contribute to it, but they will need help building up a brand guide. Budget proportional to new patient or sales goal. I have to have a realistic budget, an external agency to do the technical and creative areas. A CRM. If you're a sales organization, most clinics don't really need one access to scheduling system.

[00:21:50] And oversight of call center. That's where you start to get into the cross-functionality. But if you really want them to impact new patients, they have to have a say in how the call center does their jobs. They have to have a say in scheduling.

[00:22:05]We are now on the senior end of the spectrum. This person is sometimes called the president of marketing. Sometimes the vice-president sometimes senior vice president, but often it's vice president or senior vice president of sales and marketing because this title is not very common on the clinic side.

[00:22:25] It's not too common to see a VP of marketing. It's a lot more common to see it on the industry side. And have it be a vice-president of sales and marketing, where they're responsible for both. And this is when someone can be responsible for revenue, cross authority. Is very important here. They need to have control over all four phases of the fertility patient marketing journey, not just the first phase, which you often equate with marketing.

[00:22:55] This type of person can be responsible for outcomes of revenue,  But they do need that authority to contribute to customer service, clinical followup, front desk, call center, delivery training. They need those to be set up for success, their mission to increase the total revenue of the company by increasing the number of clients or patients and to craft and lead the strategy for sales and marketing.

[00:23:24] Don't expect them to set prices. Don't expect them to be responsible for. Profit or at least net profit and don't expect them to have technical and creative expertise in every vertical. Their outcomes are increasing new patients from Y to Z increasing total revenue from Y to Z increasing X revenue streams from Y to Z increase X sales from Y to Z increase X procedures from Y to Z and create, marketing strategy. You have to fill out X.

[00:23:50] You have to fill out why you have to fill out Z. If you don't, you haven't given this person actual outcomes for which they're accountable. And that should be in the job description and it should be what they're evaluated on every quarter however often you evaluate their performance. The resources that a vice president of marketing needs to be successful is a target for revenue, a bonus structure for revenue advice.

[00:24:16] They need advice. They need consulting. They need professionals on components of the strategy because one person can't be responsible for all of it. They need that cross functional authority. They need an external agency for those technical and creative areas like digital dev. Video, et cetera. And then they need either an agency or subordinates in-house to execute the strategy.

[00:24:39] They need a marketing coordinator below them, a marketing director below them, or they need to have, or they need to have an agency to do it.

[00:24:56]Now we're at the senior, most end of the spectrum of marketers in the fertility field. This is chief marketing officer. Sometimes they go by chief revenue officer. I don't know if I've ever seen the CRO position at a fertility company. It's not the superior of a CMO If it's the superior of a CMO, then it doesn't make sense because by virtue having the word.

[00:25:19] C in the title, a chief position, doesn't have more than two bosses at most one, the CEO to maybe the COO. If they have more bosses in that they're not actually a chief and this is a annoying miss titling that happens. Broadly in the fertility field broadly in business broadly in society. It's annoying.

[00:25:43] You're not a Chief if you have more than two bosses. So it's often to maybe elevate somebody that's in a VP or a sales position. But if it really is a chief, it does make sense for some of these companies to have this person. And so it really is a executive position. So I'm defending the position when it's warranted.

[00:26:07] If fertility companies are going to have somebody at the C-suite of this level of chief marketing or chief revenue officer, they have to have executive cross-functional authority. I don't just mean like an impact in scheduling. They need to be able to make decisions about those other parts of the business, because.

[00:26:28] As you move further down the fertility patient marketing journey. And that's just one journey. For example, sales is on the right end and that overlaps with ops a lot more than the earlier phases of marketing do. So where do you really make your money is in the conversion and that overlaps with ops. So your chief marketing officer has to have executive cross-functional authority.

[00:26:56] Because they're responsible for financial planning and profitability. They are peers with the CFO, their mission drive revenue and drive profit, build out positioning, set by the CEO and principles they can contribute to positioning. But remember only the principal of a company can actually set the positioning.

[00:27:14] You can't even delegate for this. I can't delegate for it as the owner of my company, nor can you, if you are the chief executive or the founding partners. Of your group, they commission the sales, marketing, and business development strategies. They are the ones that set all three of those do not expect of them to have technical and creative expertise in every vertical.

[00:27:37] They should be able to call on resources to have strategic counsel, whether it's consultants or anything, any other. Type of advisory that allows them to get that expertise, but you can't expect them to have expertise in every vertical. They've got the breadth. They don't have the depth in all of it.

[00:27:55] exp them to manage the strategy themselves. Don't expect them to execute the strategy themselves.

[00:28:01]The outcomes, the CMO or the CRO are responsible for are increasing revenue from Y to Z, increasing gross profit from Y to Z. They should have a profit goal increase profit on X services from Y to Z. Add X revenue stream. So CMO can actually add revenue streams. They create the BizDev budget. They create the.

[00:28:21] Marketing strategy, the sales strategy, they set those and they can actually set prices as well. The resources required to make them successful. A revenue, target revenue bonus. They need the financial statements. They need to be able to look at the P and L they need to have a profit target. They need to share in profit sharing is key for this position.

[00:28:45] I have cross-functional authority. They have an external agency that helps them with those tactics, like paid media development, cinematography. They have advisory on components of the strategy. They have a marketing director, they've got training for their marketing team, for their sales team. They have a CRM, especially if they are on the industry side, but even if they're on the clinic side, if you're big enough to have a chief marketing officer, you are big enough to have a CRM and should, and they have the authority to set prices.

[00:29:23]As we start to wrap up, I want you to be able to adjust these expectations because even the highest people still need some help. Now you'll notice a paradox, maybe that the more capable someone is of returning the investment, the greater the investment. And you have to be careful because the flip side of that isn't necessarily true.

[00:29:43] A large investment does not guarantee a return. When these expectations, when these outcomes aren't clearly defined in numbers, that person shouldn't be expected to achieve them either because of that or because of a mismatch in position or a lack of authority. And resources to give you an idea of how rare the people at the top end are.

[00:30:05] I looked for our account manager for 10 months. I source the heck out of LinkedIn. I cold emailed you. Probably. I talked to so many people that I knew asking for recommendations. I talked at some level like peripherally or not to 60 people or so, and. I was blown away by how few people knew about the business outcomes that they were going for.

[00:30:29] Not just the marketing activities, but the business outcomes that they're supposed to be driving for very few knew anything about revenue, profitability, or conversion. And that's not necessarily their fault because some of them were definitely incompetent. We'd never be paying them to have them on my payroll, but some of them were very talented and hardworking and could definitely.

[00:30:50] Rise to the occasion, but they didn't have those outcomes and the authority to actually pursue them. So the three or four that I did find that were really exceptional one I hired, but the others were, I couldn't sway them away because they were so well taken care of. So well-regarded because they are so valuable and they are so rare.

[00:31:12] And even when you do find that person, we have to talk about what, understand what it takes for them to do this. And even when you do find the right person you have to understand the scope of what's needed to successfully do their job, especially as things get more competitive as especially as you want them to have higher outcomes or more specific outcomes that the scope of sales, marketing business development is simply too vast for any one person to be expected to be able to do it all. I'll just give you a little example of a digital campaign, cause that's just one sliver of sales and marketing. A digital campaign is one little sliver for that one little sliver you need at least four people.

[00:31:53] You need somebody that can write to convert. You need somebody that can design. You need someone that is a master at analytics, so that they're optimizing it. And you need somebody that can shoot and edit great video. And I'm pushing it by putting that editor and shooter in one person's I'm taking, I'm pushing it.

[00:32:09] I'm trying to get five into four very often. You're trying to get all of it into one person. There are plenty of Jackson Jill's of all trades out there, but very few people are excellent at all of them. And before you tell me, you have a unicorn might want to think of that. Unicorn actually works for 80 grand a year.

[00:32:27] For a non-marketing company. And remember that's only one piece it's not realistic to expect one person. To have the breadth and the depth of all four phases of the patient journey and all of the different patient and customer journeys to put it in perspective for you. We've got 15 specialists on our bench for photo cinematography, conversion, copywriting development, graphic design, editing, animation, social media, marketing automation, SEO paid media, client operations, customer service, and.

[00:33:01] That's our bench. So for some companies, it makes sense to have one or two of those positions in house because their utilization rate is so high and you're using them for so much. Maybe you're using them from other things, but it almost never makes sense to have all of them in house. The cost is simply prohibitive and people often judge their marketers.

[00:33:25] Against us, for example why don't you do what fertility bridge does or why can't you do what Griffin and those guys do? And it's because we have a whole firm for this, you can't expect one person or an in-house team to possess both the breadth and the depth simultaneously just to manage. Those people that I told you about.

[00:33:45] I've got a full-time creative manager, a full-time project manager, full-time director of client success. Full-time ops manager, full-time digital strategist. These are all full-time W2's, but do nothing but their role, their sub-specialized role of marketing in our sub-specialty. And expecting one person or even a team of people on your team to have all of the depth and breadth just isn't realistic.

[00:34:12] It's not fair or reasonable to, to have that expectation of them. And even those that do have in-house agencies, even they need some strategic advice and some help from time to time. So now the next time that you say I've got a marketing team, I've got marketing people, you can use this resource to define what that actually means. And more importantly, you can use it to set outcomes that they're being evaluated against. To see where they're at and also to give them the scope and the skills of resources, the scope of skills and resources needed to achieve them.

[00:34:50] It's okay that your marketing people need help. If they're good, they can still return their value handsomely, even with the additional investment of training or strategy or help that you might be providing for them. You can hire internally for any of these roles or you can outsource any of them. It works both ways.

[00:35:11]Most fertility companies mix and match depending on their size and their goals for growth. You just have to make sure that the resources aligned with the correct outcomes, the correct position. If you have a full marketing team, they need training leadership strategy. If you have a chief marketer.

[00:35:28] They need strategic advice on very specific points of the marketing system. And they need people to implement them. If you have one person at the director level or lower, they need strategy and execution over those parts that they don't have technical or creative expertise.

[00:35:45]Maybe your team isn't capable of achieving the outcomes. Maybe they do need to be dismissed, but don't go firing your marketing personnel until you properly define those outcomes. Give them those necessary resources because if outcomes aren't explicit. Each party has left to fill in the blanks for themselves.

[00:36:02] That leads you to expecting more revenue, more IVF cycles or sales. And someone else thinks that their required outcome is just the task list that they have to do. And that's the source of a lot of frustration and should be borne out. And if you want our help with figuring that out.  You can get Fertility Bridge's help in selecting your marketing personnel, like where, when you're hiring for them, when you're designing their responsibilities and their outcomes, or giving them the support that they need to achieve that. And that starts with the goal and competitive diagnostic.

[00:36:35] There is no long-term commitment for that whatsoever. Four dozen fertility centers and a dozen other companies in the fertility field have done it. And you get that at fertilitybridge.com.

[00:36:48] I hope you enjoyed this episode. And that it gives you a deeper understanding of what's involved in marketing, what you can expect from your people and the breadth of responsibilities that are increasingly needed because we no longer live in a day and age where people spend half a percent of gross revenue on marketing.

[00:37:05] Now you've got. Wall street and private equity and venture capital and alternatives to coming into the clinic and tech companies that are going for leads. And in order to compete with that and actually achieve the business outcomes you want, but there is a spectrum of responsibilities and hopefully you can now identify that, make those outcomes for your people.

[00:37:28] Get them the resources that they need and hold them accountable so that, when they're working well or not. And if you need our help, just let us know. So I hope you enjoyed the episode.

[00:37:39] You've been listening to the inside reproductive health podcast with Griffin Jones. If you're ready to take action, to make sure that your practice thrives beyond the revolutionary changes that are happening in our field and in society, visit Fertility Bridge.com to begin the first piece of the fertility marketing system, the goal and competitive.

[00:37:58] diagnostic Thank you for listening to Inside Reproductive Health.


104 Attracting Gay Male Fertility Patients

Connecting with your target demographic is vital to running a successful business. However, in your target audience there are many subsets that each have their unique needs. One of those subsets is the LGBTQ community. The best way to get to know your customer is to talk with them, and to help you better understand the best way to serve this audience I sat down with Ron Poole-Dayan.

Ron is a marketing and business strategy expert. He is the executive director and founder of Men Having Babies. Along with Greg, his husband of 25 years, they are among the first same-sex couples in the nation to father children through gestational surrogacy. Their twins, born in 2001, were conceived with the use of eggs donated by Greg's sister, and carried by a gestational carrier.


Tune into this episode to hear us talk about: 

  • How to market to the LGBTQ community

  • Men Having Babies Conferences 

  • How to make the LGBTQ community feel welcome 

  • Why gay couples may consider fertility clinics vs surrogacy agencies

Resources:
GPAP (Gay Parenting Assistance Program): https://menhavingbabies.org/assistance/criteria/

More from Ron Poole-Dayan: 

LinkedIn: https://www.linkedin.com/in/ron-poole-dayan-9bb76/

Twitter: @MenHavingBabies

Facebook: https://fb.com/MenHavingBabies

Website URL: https://MenHavingBabies.org


To learn more about our Goal and Competitive Diagnostic, visit us at FertilityBridge.com.

Transcript

Ron Poole-Dayan: [00:00:00] 

You're not just putting a rainbow flag on you or side, but also. For a lot of us it's it is a, as I said, the act itself, the experience itself is something that they want to be positive, you know, for, I don't think that a lot of infertility patients think of this to be something that they want to put in a picture album later and go over. But we do

Narrator: [00:00:23] Welcome to inside reproductive health. The shop talk of the fertility field here, you'll hear authentic and unscripted conversations about practice management, patient relations, and business development from the most forward-thinking experts in our field wall street and Silicon Valley both want your patients, but there is a plan.

If you're willing to take action, visit fertility bridge.com to learn about the first piece of building a fertility marketing system, the goal and competitive diagnostic. Now here's the founder of fertility bridge and the host of Inside Reproductive Health, Griffin Jones .

Griffin Jones: [00:01:02] In today's episode  I talked to Ron Poole-Dayan, he's the founder of Men Having Babies.

You may have heard of that organization. They have events all over the world for prospective same-sex fathers. Many clinics, many agencies, many or groups want to compete for same-sex males in particular, as well as LGBTQ plus patients at large. So we talk about some strategies for that. Ron is a marketing and business strategy professional.

He founded men having babies. Out of a need that after he and his husband, Greg were among the first same-sex couples in the nation to father kids through surrogacy they're twins are more than 20 years old today are almost they conceive them with donated eggs from a relative, and they were carried by gestational carrier.

And Ron saw a need in the marketplace. That's a need that many people are competing for. Nowadays. So we talk about that as well as not just marketing strategies, but the buy-in required at the level of the principle to actually court this patient demographic and not just post a rainbow flag on one's website.

So I hope you enjoy today's episode with Ron Poole-Dayan.  Mr. Poole, Diane, Ron welcomed Inside Reproductive Health. 

Ron Poole-Dayan: [00:02:26] Thank you. Thank you very much for having me. 

Griffin Jones: [00:02:28] So one of the reasons why I wanted to have you on is because the LGBTQ+ patient demographic is really more than just one patient demographic.

It's really an amalgam of different patient demographics. It's also a segment that many want to pursue, but some may not be equipped to. You run an organization called men having babies. And I want to, in, in hearing about what that organization does, what others looking to serve, the LGBTQ plus community can serve particularly gay men can do.

But in getting there, why don't we start with why the organization, even before the, what. Let's start with the why of what need was it that you saw that led you to forming? Men having babies in the first place. 

Ron Poole-Dayan: [00:03:20] And I thank you for this question because really Men Having Babies wasn't didn't evolve or wasn't created out of some sort of brainstorming, what can I do or what can we do?

But rather, to fill a void, it was literally. Me noticing as when my husband and I more than 20 years ago were thinking of creating a family through surrogacy. And our twins from surrogacy are now 20 years old. But when we started our journey, there were very few resources out there.

And that the LGBT center in New York in particular, they were. Support groups to people wanted to pursue adoption co-parenting and even biological parenthood. But the biological parenthood support group was for lesbians who wanted to have a family through IUI. And there was just very few people who were Interested or surrogacy was not really that of course, widely practiced.

So a few years later after I stayed home with the kids for several years, I decided to volunteer at the center and create a group for people who were interested in surrogacy. And here is really the issue. The issue is that. This is about surrogacy more than it's about gay men. So far that it's a self-selection within the LGBT community lesbians are even less likely than the general population to need surrogacy.

Because even if they're suffering from infertility at the same rate as the general population, they have. Tools to start with and gay men can never just do IUI without, at the very least traditional surrogacy. So, so it was a very clear distinction. If you're interested in surrogacy, you're, you know, you're gay.

If you're just an IUI or lesbians, we're interested IUI, so that was the void that we stepped into. In the first place. And then after running this group of which to which people thought there's not going to be any demand, but you know, it grew and grew or started 2005. There wasn't going to be any demand.

Yeah, I would. When I came to the Terry bogus at the time they had of center kids, now it's called center families at the LGBT center in New York. She says, sure, we can. Split the biological parenting group into two, one for a surrogacy, one for IUI, but I don't think you're gonna have enough people.

And of course it was very successful from day one and grew gradually. And then in 2000 leading to 2012, when we incorporated as a not-for-profit we were thinking that we wanted to tackle the issue of the, not just the high costs and of course they were not quite as high as they are even today.

But also the fact that there was no financial assistance. Available for people like us. And that's the second void we moved into. And at that point we needed to incorporate for that purpose as a separate organization. And that is that I literally found a dozen financial assistance our organizations or initiatives out there for people who might among other things need surrogacy, but they were all organized for the purpose of people that were defined as infertile and the medical definition.

Fertility always excluded us. So we didn't create an organization to exclude everybody else. We just created an organization that would fill the void since we were excluded from the other sources for information and for financial assistance. So that's the void we moved into. 

Griffin Jones: [00:06:39] So you moved into this void partly for partly because of the community that was very different from the other half, just going into IUI, for example.

And secondly, for the financial part of it, because other organizations exist to help with financial. Assistance for those that are medically infertile that didn't include gay men. And so you formed this organization and then how did it start to become the event-centric, community centric tribe, almost that it is today.

I don't know if you use that word, but just looking from afar. Kind of how I perceive it. 

Ron Poole-Dayan: [00:07:20] It's definitely a community. And but it, of course didn't start as such. And it's interesting because I always tell people that while our visible part, to many people, of course, he's the silo of the organization that is organizing events.

Although that's, you know, a funny thing happens, you know, the last year, as far as events are concerned. But of course in a normal year until, COVID but people of course know us for is the very large events. And if you're listening to this and you're not familiar , in  normal year we would have towards, you know, until COVID started in the last few years.

Yeah. We'd have about eight conferences a year round and these conferences have been often also described lovingly as a bootcamp because they're not a scientific conference and not a professional conference. There it's a weekend where people literally don't. Ever get to look even at their phones and they're just immersed and taken step-by-step through the process that would allow them to determine whether surrogacies for them are events.

Our organization is not advocating for surrogacy. It's advocating for ethical surrogacy, but it's not saying you should do surrogacy. It's not saying you should become a parent, but if you thinking of becoming a parent and you're It requires surrogacy and our events are not just exclusively for gay men.

Then this is a good opportunity to find out whether the service is for you and whether, and how to pursue it, whether you can afford it and how, and everything you need to know from a, you know, the medical issues to budgeting, you know, and other financial aspects of it. And ethicals psychosocial issues.

Insurance, you name it.  e have sessions for prospective, single parents people HIV issue B plus, et cetera, but those bootcamps, so to speak happen in different parts of the world. We have four. Really large events for usually about 300  plus intended parents in New York, San Francisco, Brussels, and type pay for the, for the Asian region.

And we have also events sometimes the ultimate in Chicago. Televiv Florida. Texas sometimes Canada we've had their various events. So that's, that takes of course a lot of the energy and a lot of the you know, That's a major part. Of course, if our budget, et cetera. However, the other silo GPAP, they gave parenting assistance program is almost the reason for everything else.

Of course, at least, you know, very synergetic, but it also takes a lot of our resources. We have three people working on it and between applications and case management at any point in time, we have several dozen Mostly couples, but also singles who were getting full assistance from us, which means that they're getting not just some cash, but also pro bono services facilitated by now more than a hundred providers, including many of the leading clinics and agencies in the field.

And we basically. Super case managed their journeys. They still have case managers. They deceased and take them all the way until they become parents. Even if they need additional contingency funds as we call them, et cetera. So, so it's a lot of work and to some extent it's as big of a area of activity we have.

And we also do advocacy.

Griffin Jones: [00:10:38] I want to talk about, I want to learn more about that advocacy, but I also want to learn about the strategic partners. You mentioned the providers and agencies that you work with. At what point did that start and what did those strategic partnerships form into? 

Ron Poole-Dayan: [00:10:54] It has been  an evolution and the nice thing that it's been an evolution, but it's also been a partnership.

So I always. You know, start with a disclaimer, especially at our events to explain to the prospective parents that we're not partnering with agencies and clinics in the sense that we are here to help them do business. We create the platform that allows them to reach out to the community and we created a platform that allows them to even give back to the community, 

Griffin Jones: [00:11:23] Isn't that helping them do business?

Ron Poole-Dayan: [00:11:25] So, as I said, we created a platform. That allows them to reach out to the community and that of course allows them to do business with the community. And we also created a platform that allows them to give back to the community which is the GPAP and the membership benefit I'll mention in a minute, but so the evolution of that idea started with the fact that even before we were an organization in order to provide the full spectrum of guidance and information that people needed at the LGBT center still we had of course, people from the professional community who came to speak.

And then we say, you know, why don't we let them have a little table for their clinic or agency, et cetera. And then much later they, after the LBG LGBT center say, why don't we have them pay, you know, for these tables. And when we created the organization, we when we incorporated the business model was supposedly.

A little bit, Robin Hoodish. She said, Oh, we can charge a lot more than $350 for those tables that the LGBT center was charging. Let's charge them more and we'll give this money tto people can't afford it.So it was just, the first idea was just literally, let's just. We didn't even think of salaries or overhead or anything.

I was, of course I've volunteered as the only employee of the organization in the beginning years. We said, okay, let's just charge money and give that to people. But then as much as we would have charged, even if we charge as much as we do today, because of course now it's been established it's much larger and we can charge higher sponsorship fees.

It wouldn't have gone that far. And it was. Somebody from the industry told me, how about you also get pro bono services? And that was, you know, you know, when the light bulb went on and I said, yeah, we need the assistance we need has to be something we do. In partnership with the professor community.

And the first step we did was to create a questionnaire after some research where we sent to all the providers, we already knew and asked them, what do they think the income threshold should be? What do they think that we should give assistance also to people that have kids or just people that don't have kids yet?

Do they think that they should be other countries and what, so we. Got their input about a lot of the building blocks that went into creating our gay parenting assistance program. And God helped me. We got a lot of their comments when he was time to write the contracts. So it was about a year and a half when those, because half of them are lawyers as you know.

And so thankfully, so it started as in that regard, it started as a partnership and because a lot of them told me and I totally believed them. They said, We want to help, you know, we do see those people can't afford it and we feel bad about it. It's just, it wasn't up to any one of them to create an assistance program.

A lot of them said, I'm going to start the program to help people can't afford it. They couldn't do it on their own. So it was our service, so to speak to the professional community, but saying we'll create the platform, we'll create the infrastructure that allows you to do what you are stating as something that you feel, you know, dearly about as well.

Griffin Jones: [00:14:32] They couldn't do it because of the resources and bandwidth required. 

Ron Poole-Dayan: [00:14:36] Yeah. It's just a simple, you know, organizational issue you want. You don't need, you know, 200 assistance programs, you know, we have, you know, you need one. And if somebody had to step up and create it and we did that, as I said, a lot of them see it as a service we provided because they really more than we wanted them to provide support and channel it through us.

They were looking for a way to. To bring that to bear. So, so that's really how th part of the evolution of that a member of that partnership was, and I'm saying another important part and of course, I mean, so we have several concentric circles here. If you may, we have more than a hundred providers.

Now we just passed the threshold a month or so ago that are giving through the gay parenting assistance program and a program that came later. Now we called the membership benefit program, which is a discount program just that is wider. It's for anybody that's a member, a supporting member of  MHB.

But then we have, of course, a providers who come just to our conferences, I would say two thirds of the providers who come to conferences are also part of GPAP a nd the membership benefit program, but not all of them. All of them have to abide by the baseline protocols that are part of our ethical framework.

Something that we also developed first and foremost with input from surrogates, but also from inputs input from the professional community. So that's another layer of partnership here. And I would say not important layer of partnership or formalizing that in a more structured way was I think about five or six years ago when we created our advisory board.

And we now have an advisory board that have several physicians on it. Some agency owners, and also people from related fields. And that is an amazing when created, we weren't even sure how successful it's going to be, but now those are approximately monthly meetings and a lot of input we've received from.

Where to do our next conference to, you know, definitely ethical issues as well as various other initiatives that we needed that kind of additional perspective for. 

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So With regard to those different levels of partnership and involvement, all the way from being a sponsor at an event at a booth to being on the advisory board, I want to talk a little bit about the role of clinics and how you interface with them and what the best among them do to serve not just the LGBT plus community, but specifically gay men.

There's a lot of executives that listened to the show on the industry side there's pharmacy o wners. There's there's definitely agency owners, but most of the people that listen to the show are practice owners or REI's. And so. You'd probably have a range of involvement from those clinics. You mentioned some people sitting on the advisory board, but what do the best do to get involved in the community?

Because it's one thing to sponsor something at an event. And then there's another thing to like actually be a participant. And I wonder if you can talk about that range. 

Ron Poole-Dayan: [00:19:26] If you may, I want to take a little you know, a side trip here to explain, I think what some practice owners and people in the especially in the medical field that are dealing with surrogacy and gay men.

Might not always realize or articulate for many it's what I'm going to say would be would sound trivial, but it's really important to answer your question. And that is a significant, you know, you know, very principle difference between Our community and the infertility medical infertility community, both of which a lot of the medical professionals serve at once.

And that is that we of course get to this very differently. The in fertile, medically infertile committee individuals, you can't even call them a community. They get to it as. Isolated individuals who've been escalating up, you know, the medical treatment you know, a ladder to the point that they also need somebody to help them carry the baby.

And it's already after a lot of treatments, typically, sometimes of course you have women that just know they don't have a womb. They have they'll need to have a surrogate, but one way that they've comes out of a, you know, of a. Medical condition and a sense of, you know, you need the healing, you need, you know, assistance medical assistance.

They don't think. That the first thing they need to go to do is to go to a very large hotel with a few hundred other people and start chatting about it and go to the, you know, welcome reception and do this and do that a happy hour. That's not what comes to mind and that's not also the right way to bring, because we always say our conferences are open also for intersexual in front of people and they don't come to conferences.

Maybe we will have, I don't know. 5-10% of that. And these are going to be it's better by the way, with virtual events, but you know, it's just not the same thing we feel when by the time. Gay men come to our events or become parent become members at our organization or reach, you know, access our online resources.

It's an act of empowerment. It's an act of, I'm going to take my faith in my own hands and I see a solution. I see, you know, a light at the end of this. It's not even a tunnel. It's a life affirming life changing event. And It is a very different mindset for doctors to have an initial consultation with patients that are like that.

It's a bit very different you know, Introduction and a completely different set of needs. So there are some practices who are very focused on this for whom this would obviously sound trivial by the time those practices are focusing and opening up and knowing how to address the needs of this community.

They also need to be opening up to much larger. Basin of patients. It's not going to be just your geographical area, where people are going to be sent by their OB GYN or smaller fertility clinics. It's going to be people from all over. It's going to be people who are gonna come from overseas. It's going to be people who don't always, you know English is not their first language.

Always. It's going to be people who are going to need to think about it in much more careful ways financially. So the financial consultation. There are people that are not eligible for insurance, even in the 13 or whatever States where there is IVF mandate. 

Griffin Jones: [00:22:48] It seems that there's like 20 doctors or so that are getting 80% of the gay male cases. Is that really the case? 

Ron Poole-Dayan: [00:22:56] If you're talking about practices, not individual doctors, I would say probably closer to 30 or 40 that are getting the 80%, but probably all of them, they're probably even, you know, 20 that are even more active. Our view might be biased just because, you know, people who come to our, you know, events to part of our program tend to come back.

So it means it's working for them. So we tend to see the same ones again and again, then must be probably out there. Some that I would say those are probably Well, I was going to say price much higher, but the price differences in the clinic side, and not as big as the price differences, the spectrum of costs is much broader on the agency side than it is on the clinic side.


Griffin Jones: [00:23:35] That's interesting. That's an interesting point. I want to explore for that a little bit, but with the distribution, the uneven distribution of gay male patients going to see certain clinics, and you mentioned it's a very different journey from those dealing with infertility is a medical diagnosis.

 For that reason, many gay male couples do go the agency route first many clinics would love to disrupt that they would love for them to come to the clinic first. And so they have a bit more control of the funnel of those patients coming through. It seems to be very. Uneven. And so what are those clinics?

You know, if it is 30 or if it is 40 that are getting that 80, 90% of the game outpatients in the nation, what are they doing differently? 

Ron Poole-Dayan: [00:24:24] First of all, I would say that from the population that comes through our organization, I don't think it is that universal. In fact, I wouldn't even, I wouldn't even bet that it's half of them that are first going to the agency.

It used to be that way. The people that are going to the agency first are. Typically the people that are not fully informed that did not get the full training and advice that they get from our resources and our conferences. And in turn, they depend on the agencies to educate them. So, because that would be, you know, perhaps the assumption of a lot of people, but by the way, not European so much, but a lot of Americans probably would say, I need to look for surrogacy agency.

And if they didn't come to an educational event, they would think that's where they should get their information. And that's the first step people come to our events. I know by now that fresh cycles, fresh transfers are. By far not the norm anymore. In fact, that many times they're not even recommended in the case of surrogacy and that they would know that it many times makes a lot of sense to create embryos and bank them while they're shopping around even saving more money.

And can afford also the surrogate and the surrogacy agency. So I would say a lot of people nowadays understand that this there's a decoupling there.  They don't have to first go to the agency, make sure that the surrogates ready and only then start the medical procedure that is, you know, at least 10 years old assumption.

But But yeah, I mean, people if you know, some doctors out there practices out there at wondering, you know, what needs to happen for them to be you know, catering more to this population, as I said, they need to be a lot more. I mean, I hate to use the word, but there's a lot more marketing involved here.

And a lot of doctors don't like marketing. They don't like the concept of marketing. And the marketing here is doesn't have to be like, you know, mechanical commercial type of marketing, but you need to have. People in your practice who are, you know, responsible to reach out to the community and know how to do it.

It's not enough even to just have a booth at a conference, you need to be able to know how to have a good list of your alumni. And. Maybe have a group of your alumni be your spokespeople, or, you know, spread the word that you're coming to Brussels next month. And, you know, Dr. X is going to be the doctor to help me.

He's going to be in town and maybe doing a little alumni event and post on social media about it, things that I think. A lot of the practices are more infertility focused, I'm not even equipped or geared, or they're not, you know, I'm not wavelength, you know what I'm saying? 

Griffin Jones: [00:27:13] The doctor have to do all of that marketing or can they put a rainbow flag on their website and have a physician liaison makeup pamphlet and distributed. 

Ron Poole-Dayan: [00:27:23] The doctor needs to be passionate about it. And that's another thing you can't fake it. You, first of all, a lot of doctors just like it more. I don't know why, but I mean, this is To some extent, as I mentioned you, you're not dealing with infertility loss with, you know, miscarriages and it's you just, you know, you have happy people coming to you.

You provide them, you know, most of the times it's, as you know, it works on the first try. Everybody's happy. So some people just like it better even A lot of doctors describe it as, you know, fertility treatments to do very infertile because you're working with a very fertile egg donor with a, you know, very fertile, a very suitable surrogate.

So it's to some extent, I'm sure that medically it's perhaps more gratifying, but you have to be passionate about third party reproduction. And you have to be passionate about the LGBT community. And people will know that you don't have to be gay. You don't have to be part of the community, but you have to have an understanding too, because I meant I might've colored it too, you know, brightly, you know, it's not as if we don't come from hardships, it's not as if we don't come with further hardships waiting down the road for us. But but you have to be you have to understand this. And as I mentioned, You have to be doing some things that you wouldn't otherwise do because some things that would look tasteless for the infertility crowd would be necessary here.

As I mentioned, events, you know, parties or something or, you know, newsletters, things that might not always work or are necessary when you work with the infertility segment. 

Griffin Jones: [00:28:59] Why is that necessary for courting gay men as patients. 

Ron Poole-Dayan: [00:29:04] First of all, it's not necessary. Of course there's always going to be somebody and we still have some people that say, you know, I live in Iowa. I need to find an Iowa clinic and. That's not true. There are some proximity considerations that we go over them when we do our training, but a lot of it is the geographical considerations are very different here, but the reason to go back to your question, the reason it needs to be done differently is that.

Our community is very sensitive to cues to know whether they will feel comfortable in your clinic. And so the first thing they're looking for is they don't want to be the only gay clients you have. They don't want to be the only gay clients you ever had. They, you know, so that's a very, so, which is why by the way, being part of our gay Parenthood assistance program is a very.

Real way for them to see that you're committed. You're not just putting a rainbow flag on you or side, but also. For a lot of us it's it is a, as I said, the act itself, the experience itself is something that they want to be positive, you know, for, I don't think that a lot of infertility patients think of this to be something that they want to put in a picture album later and go over.

But we do for us you know the first picture of I'm getting goosebumps. The first picture in our kids' album photo album is there as embryos. You know, and it's something we celebrate, it's something, you know, you know, we like chatting with people with the front desk, people at the clinic and it's all done is something that is more communal, more social, more open. We post on social media, you know, some people post on social media too much, you know, but they post every step of the way. It is, I think, I don't think that's the experience of the typical infertility patients. 

Griffin Jones: [00:30:57] I think that's at least in part that's right in terms of the involvement that docs need to have.

Some sort of authentic connection. I sometimes get prospects. I can think of a couple in particular prospects, not clients that reached out and their clinics and they want to increase their same-sex. Patients, and they don't have any desire or inclination to actually invest in the resource. And so essentially in providing the resources to actually make that initiative happen.

And it's essentially saying, I just want more money. I just want more. Of that patient base. I'm not going to do anything to give them a reason to come to me. And it sounds like what you're seeing from those that have been really successful because there's definitely, if not a predo distribution than not an even distribution, that they are doing a really good job of making that authentic connection.

Exactly. How would they do that through an organization like yours? Because I think there are some people that we interact with either clients of ours or. People we've done consulting with and they want to increase same-sex patients. And one of the pieces of advice that we give them strategy is getting involved with organizations like yours.

So how, if they came to you and said, listen, Ron, I'm, I've never really made an effort for this patient demographic before, but I'd like to, how would you get them started? 

Ron Poole-Dayan: [00:32:35] So, in fact, I don't think there's a better way if I may say so myself to do this than to get involved with Men Having Babies, I would say first come to one of our events, you know, attend one and unless of course it's very urgent, then they want to start yesterday.

But I would say come and attend one and you'll get a good education. I mean, people who I mean, some of our conferences arguably The providers, the exhibitors themselves can sit in the plenary session because. We're limited in space, but if you come, you can come, always is what we call it professional attendees so you can buy a ticket.

It's more expensive, but you can buy a ticket to it's a lot less expensive than sponsorship and just attend one of those. It'd be a great education for you. But  more, you know, practically of course being at our events provide you a lot of exposure, but I would say before you come to our events, have a section on your website for I mean, not just with the rainbow flag, but for LGBT people and more importantly about surrogacy. Of course, if you're not, if you're not doing a lot of third party to begin with, and then of course you're not even a good match regardless of what you do. So you need to know what surrogacy is and you need to have a section on your website of surrogacy with mention of same-sex couples or just about same sex couples separately. Of course people will take a look at that, you know, the very first time they go, if you don't mention surrogacy, why would they even come to you? And if you do, you should specifically make them feel welcome beware that most people use the same. Stock images of gay couples with a kid trying to be, you know, of course us, we never used stock images at all, but you know, really if you have alumni and they willing to use their photos, that's the best thing to do.

Maybe have an event like a pride event or pride party at your clinic and invite some people with their babies. Take some photos. You'd be surprised how much people would love them and would tag them themselves in it. The privacy issue is very different when it comes to gay couples. Of course they might not want their kids social security number posted on social media, but they're going to be very happy to be part of your, to, to really, you know, show how thankful they are by doing that.

So, And then if you have that you don't have to have special pricing. You don't have to have you, you know, I don't know. You might have, you  know, something different in the clinic. I mean, it used to be that you needed to have something else in the sperm donation room, but you know, everybody has a cell phone that is a smartphone now, so that's no longer a problem.

So you don't need to do anything. In the clinic, but you do need to think about the financial intake you know, consultation it is different. You don't want to, you know, throw at them some financial, you know, pamphlets that are not suitable on the one hand. On the other hand, you don't want to, you know, because one of the things I remember.

You know, almost as a trauma is that, you know, the financial person at the Brigham and women hospital where we had our children created, was basically telling me how much you know, disadvantage compared to the people who have insurance pay paying for their IVF. You know, that's not the kind of discussion you want to have with them.

Griffin Jones: [00:35:43] 

Maybe a little training for the, that might be something? 

Ron Poole-Dayan: [00:35:46] I mean, luckily nowadays, You probably not as likely to have a bigoted people on your staff, but you need to have buy-in from the staff and you don't want anybody to give anybody a cold shoulder, but I would say really just two things giving to the, you know, reaching out to the community's own.

Institutions on the one hand, on the other hand, reaching out to your alumni and those are the two major, you know, ways to get to the to this community. You must have, of course, if you're thinking about you, must've had at least one or two couples, maybe more that you already help reach out to them, you know?

Maybe one of them say I'm going to come with you to the booth, you know, that's usually helpful. 

Griffin Jones: [00:36:35] And featuring them in testimonials  is really important too, to make sure that, you know, when everyone needs to have video testimonials and some can be done, some can be done fairly cheaply. If you want good ones and have more of a story, then you spend more and invest more in video.

But if this patient demographic is important to you, you have to have, you have to include them in the testimonials that you're doing. 

Ron Poole-Dayan: [00:37:01] And you might want to get an Instagram account, or you might, you know, and not all clinics even have that, you know? And and you'd be surprised how many people would check you out through social media and wanna to see who, who likes you and stuff like that.

So some of you who take time, I'm not saying it's a. The other thing I would also advise against is. Well, first of all, I would suggest have a conversation with us. We always have compensation and even training with providers who are participating for the first time. We literally give them a lot of tips, you know, from.

Don't stand behind the table all the time, come in front of the table, engage with people and things like that. A lot of tips, even about virtual events. But and as I mentioned before, try to reach out to the alumni community group, et cetera. But I would say the other word of caution, I would say yes, commas in that 10 D if you want to just learn more, but don't come at a sub optimal participation level.

That's not just not effective. It might be counter productive. What am I saying? We have various levels of, you know, representation at a conference and the clinic can not be a bronze sponsor. They just can't. Those are the lawyers. Those are the escrow services. And you don't get a breakout session.

You don't get counseling. You're not part of the consultation system alot of other  things. We do our. Bootcamps are, you know, weekend long immersion surrogacy events have evolved with a lot of feedback from attendees. From providers. We have a whole system in place that allows people. We have different experience for the research people who are always, you know, five, six, Sometimes 10% of the attendees.

Then we have the people who are one to two years from a journey. We have the people that are six months from the journey. We have the people that are actively in the journey. So we have different experience for them all. And we have, so, you know, the people that are ready, they actually have consultations that signed contracts at the conference, the people who are, you know, just doing research, they're not going to do that, but they're going to benefit from other aspects of it.

If you're coming and you're not. Listening to what would be a good level of engagement here to you? You might be sending the wrong signal, not let alone, not getting the full value of your participation and always consider if you're not willing to give at least discounts to people with financial needs, you might be also sending the wrong message.

Griffin Jones: [00:39:32] So how does this all tie into advocacy and how can providers agencies join in the advocacy that you all are a part of? And to what extent should they? 

Ron Poole-Dayan: [00:39:46] We very much involve and receive a lot of engagement from the professional community in our advocacy efforts. First and foremost started with what we call the framework for ethical surrogacy practices.

Frankly it started at the days when a lot of people would still going to India, then the piled and Thailand and Mexico and other destinations. And we just needed to codify. What our, what we call now, baseline protocols that were our thresholds conditions for including programs at our conferences.

And And what we did is we partnered, as I mentioned, with a group of surrogates who are until today, not necessarily the same individuals, we have a surrogate advisory committee. And we had got a lot of input, as I mentioned, also from the professional community and. Something, I should've mentioned before.

We're not a local organization anywhere, everywhere we go. We have partnerships with local LGBT family associations. So we have dozens of LGBT family associations that are partnering with us and especially play a role in each one of the locations where we arrive for an annual conference and also liaise with us with regards to the financial assistance program and other things throughout the years throughout, throughout the year.

So, We had input from LGBT associations, from the professional community, from the surrogates. And we created a framework that includes principles, which guide us through legislation initiatives. We have what we call the basic protocols. I mentioned before that those are the. Minimum conditions for providers to be part of our program and they need to sign off on them.

And then we have best practices that go beyond that. So that was the initial round of advocacy. It led us, of course, also to be very involved in the legislation efforts, mostly the one in New York, where we were very closely associated with the effort and. You know, the entire part in our section on compensation of the New York bill has been written without input and reflects a lot of our values and our principles.

More recently, we focusing we created something, we call the advocacy and research forum because we realized that to some extent where the traveling circus. So, first of all, we are also terrific place for the, you know, for the professional community to just socialize. I mean, wherever we go, we have about 150 to sometimes 200 of, you know, people from the clinics, from the agencies, from the law firms, from the complementary services that are coming there.

Some of them come as that. And these, most of them are exhibitors. So we said, we have this amazing group of people there with us that don't have a single other, you know, a forum where they. Join us, such ASRM is not quite this and sees is not quite this ABA, Arthur, none of those are where all the people interested in surrogacy come together.

And then we also have partnership with research researchers and research institutions. So we said there's a lot of things happening with regards to advocacy and research. So first let's have this. Forum where we have in all of our, or at least most of our events such that we can share what's happening in the other locations, such that everybody can hear about the latest research, et cetera.

So that's one aspect of it. But then in every location, that was a little different aspect of of advocacy. They wanted to discuss, you know, San Francisco, they wanted to discuss advocacy, you know, surrogacy in the lens of social justice in Taiwan. It was mostly still from the LGBT acceptance prison.

New York one session was a force just making the case how you can do. Ethical surrogacy legally without really taking advantage of everybody, et cetera. And. Most recently, our focus is on trying to coordinate advocacy in several parallel tracks with the aim of eventually making surrogacy a lot more affordable, because the reality is that surrogacy is still out of reach financially to most people.

So almost as we. Finished the round of legal advances. Now that surrogacy is illegal almost in all the States in the United States. And first and foremost the glaring mission of New York was rectified. Now we have to realize that's not enough, it's still not accessible financially, and we need to do something about it.

So, it's starting with how alongside, with resolve, we're advocating for a redefinition of infertility to include not just disease and conditions, but also a status. And this is actually now being advanced in California is a bill that could open up IVF if they, you know, even Institute that IVF benefits, not just for heterosexual and infertile people, but also for gay people.

But also look at insurance issues. Look at benefits at the workplace. Look at. Possible initiative in now with the more favorable administration, perhaps changing taxation right now heterosexual and gay people cannot write off any surrogacy related expenses. So all these things together alongside with interest free loans, which is an initiative we have, and we can partner with clinics by the way, who want to provide interest free loans.

We can explain to them how we can do that through us. All these things together in a concentrated effort to chip away from the various cost aspects of it. And to go beyond our financial assistance program that still only reaches several hundred couples and singles a year and not more.  

Griffin Jones: [00:45:26] Ron, you've talked a lot about advocacy, about what clinics can do to better court gay male couples, about what they can better do to serve them.

How would you like to conclude and our audience isn't just practice owners. It is also agency owners and other folks from the field, whether it's in advocacy or service, how would you want or getting involved with men, having babies? How would you want to conclude. 

Ron Poole-Dayan: [00:45:50] So first of all, come to our website and sign up to be on our professional mailing list.

We have advocacy events that are, should be probably very interesting to a lot of people listening. One of them is about surrogates, stigma and stereotypes. That's coming up, May 14th as part of our MHB West virtual conference but also in New York where we are resuming our in-person conferences in September.

We're going to have conferences in New York, then Chicago, Brussels, and Tel Aviv. One each month September, October, November, and December the advocacy forum there. And maybe that could be some conclusion to our conversation is going to be about the intensifying commercial. Atmosphere in these field and how we feel that's not that, you know, welcome.

And there are bidding Wars on surrogates. There are mergers and acquisitions and a lot of equity marketplaces bounties referral fees, a lot of things that are happening that I think. A lot of us are being drawn into and maybe we can stop and say, do we really need all of those things? And what can we do to.

Stay connected to what is common to all of us in the nonprofit sector. And I know in this particular field, that what makes it so unique is that the professionals in this field are also feeling that they have a mission. They're very mission driven. How can we all get together and make sure that we're still mission-focused and not, you know, be drawn to thinking about it exclusively as a business.

Griffin Jones: [00:47:29] Ron Poole-Dayan, thank you so much for coming on Inside Reproductive Health. 

Ron Poole-Dayan: [00:47:33] Thank you so much for having me. 

Narrator: [00:47:36] You've been listening to the inside reproductive health podcast with Griffin Jones. If you're ready to take action, to make sure that your practice thrives beyond the revolutionary changes that are happening in our field and in society, visit fertility bridge.com to begin the first piece of the fertility marketing system, the goal and competitive diagnostic.

Thank you for Listening to Inside Reproductive Health.