As a concierge client there are two plans available for you to choose from, Gold and Platinum. California optometrists can add state board defense to either plan.

  Gold Level

  Gold Level

Gold Level provides the essential business and legal consulting services that every privately-owned practice needs on a regular basis. Gold level includes the following services and products, on-call, when needed:

  • Unlimited access to Dr. Steinberg during his regular business hours for all of your legal/business optometric consulting needs and questions

  • Dr. Steinberg is available to be retained to defend or represent you in defense of VSP audits and as an expert witness at reduced rates from his usual and customary fees

  • Responses to email questions, usually within 24 hours, on the full range of optometric topics and concerns, including:

    • PPL and EIDL Loan Guidance, Compliance and Interpretation

    • CARES Act and Families First Act Compliance

    • Protection from COVID-19 Patient and Employee Claims

    • VSP, Medicare, and VCP compliance and audit avoidance

    • Patient care/standard of care/malpractice advice and consulting

    • HIPAA and privacy issue advice/consulting

    • Human resource/employee consulting services concerning topics such as hiring, termination, employee discipline, and employee theft

  • Up to three hours per month of scheduled telephone or Zoom meetings

  • Unlimited contract reviews (Leases/subleases, equipment leases, employee contracts, etc.)

  • Unlimited Access to the full line of Dr. Steinberg’s library of written products and guides, but customized upon request for the specific needs of individual Concierge Clients, including:

    • COVID-19 Informed Consent/Assumption of Risk

    • Employee and Associate Doctor employment contracts

    • HIPAA Privacy manual

    • Employer’s Guide with Employee Handbook

    • Employee review and discipline materials

    • Severance Agreements

  • Regular newsletters and emails to ensure you know what’s happening in the profession’s laws

  • Private online discussion forum only for Concierge Clients

  Platinum Level

  Platinum Level

Platinum Level takes the Gold Level a major step further by including comprehensive VSP audit prevention and defense:

  • Preventative record reviews with analysis and written report to help ensure good compliance with VSP and Medicare/medical insurance rules and the best possible audit outcomes, and

  • Full legal defense of any VSP audit or adverse action, including the legal fees incurred for Dr. Steinberg to represent you in all levels of VSP audit defense

Platinum Level Includes:

  • All the Gold level services listed

  • Plus: VSP Audit prophylactic/preventative record reviews to help avoid audits and minimize the risk of a bad audit outcome if you are audited by VSP

  • Plus: Full legal defense of VSP audits, including all levels of appeal

  • Plus: Prophylactic/preventative review of records for compliance with medical insurance and Medicare billing rules and regulations

  • Plus: Drafting and review of customized contracts and agreements, including, for instance:

    • Partnership/shareholder agreements

    • Partnership Buy/Sell and Stock Purchase agreements

    • Employee contracts (hiring, termination, etc.)

    • Non-compete and related agreements

    • Miscellaneous agreements for use in the practice

    • Advice/drafting of patient communications and office policies

    • Advice/drafting of employee communications and policies

  • Plus: Reduced rates on OD-OD and Private Equity Transactions after 12 months of being a Concierge Client

  • Plus: Reduced hourly rate associate (pro hoc vice) legal services

  • Plus: Reduced hourly rate expert witness

State Board Defense

Either Gold or Platinum Plan California clients can add assistance and defense of State Board of Optometry inquiries, interviews, citations or formal accusations for only $50/month additional.