Creating Strategic Advantage Detail


The Chartis Group believes that effective strategic planning must begin with a thorough understanding of each provider’s underlying economics and market position. We have found this to be essential to effectively make critical decisions regarding strategic direction, competitive positioning, financial planning, service line and portfolio management, physician relations, managed care plans, and resource allocation among competing needs. Our strategic advisory services help clients address near-term strategic priorities while managing toward longer-term goals. Our services in this area include: Strategic Planning Network/System Development Strategy Mergers and Acquisitions Managed Care Strategy Economic and Capital Planning Program and Facility Planning


We help providers shape and grow their portfolio of clinical service offerings so that the organization is positioned to achieve its strategic, operational, and financial objectives. This work begins with a thorough analysis of the economics of each clinical service line in terms of direct and indirect contribution, revenue sources and uses, and cost structure analysis. It also includes an assessment of the mission of the sponsor organization, the demands of the local market, the interests and capabilities of the medical staff and projected trends in reimbursement. Our services in this area include the following: Service Line Portfolio Analysis Service Line Investment Strategy Service-specific Business Plans Referral Management and Other Volume Building Strategies Physician Recruitment Strategies Competitive Differentiation Strategies


The Chartis Group offers a variety of business development services ranging from inpatient and outpatient service expansions sponsored solely by the hospital to joint ventures undertaken with physicians, for profit, and not-for-profit venture partners. Chartis Group consultants have experience structuring ventures and developing program plans in, among others, the following areas: Short Stay Specialty Hospital Ambulatory Surgery Centers Wellness Centers Comprehensive Outpatient Centers Medical Office Buildings Rehabilitation Care Centers Complementary Medicine Centers Long Term Care and Adult Housing Sports Medicine Programs


From the emergence of consumer-choice models to the implementation of any willing-provider laws and the decline of capitated reimbursement, the rapidly changing managed care environment is imposing profound change on provider markets. These changes can undermine existing network relationships and disrupt payer alignments. They can also present unique opportunities to achieve meaningful market gain. The Chartis Group employs a market-based approach to help providers build managed care strategies that both preserve existing relationships and leverage emerging market opportunities. Our services in this area include: Provider Network Strategy Payer Alignment and Selective Contracting Strategy Structuring Physician-Hospital Organizations Physician – Hospital Joint Venture Strategies Vertical Integration Strategies Consumer-Choice


The Chartis Group leadership has extensive experience working with hospitals and groups of physicians to create partnership strategies that are critical to aligning economic and market development incentives. This experience includes structuring collective contracting organizations / PHOs, developing joint venture surgery centers, specialty care centers and medical office buildings as well as creating other vehicles that foster long-term alignment between physicians and hospitals. Our services in this area include: Physician Alignment and Incentive Development Structuring Physician-Hospital Organizations Structuring Physician-Hospital Joint Venture Surgery Centers Medical Staff Recruitment and Development Planning Structuring Cath and GI Lab Timeshare Agreements Ensuring Proper Funds Flow Alignment


The Chartis Group assists organizations seeking support in the area of mergers and acquisitions. We provide services ranging from comprehensive due diligence to meticulous tactical and implementation planning. Our work is grounded in developing a robust valuation of economic impact followed by rigorous planning to assess alignment of the various parties and the requirements for effective integration of operations. This is followed up by post merger operational and strategic support to ensure the projected economic value is fully realized. Key components of this work include: Feasibility Assessments Integration Planning Integrated Leadership Alignment Post Merger Operational and Strategic Support

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