California Orthopaedic Association

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  • Home
  • About COA
    • Origin & History
    • Mission
    • Bylaws
    • COA Board of Directors – Committee Chairs – Roster
    • Advertising
    • Staff
    • Contact/Forms
  • Membership
    • Join COA
    • Members
    • COA Member Directory
    • Member Discounts
    • Residents
    • Job Bank
    • Expense Form
  • Annual Meeting/QME Course
    • 2025 Annual Meeting/QME Course
    • Print CME Certificates
    • Future Meetings
    • Past Annual Meetings & QME Courses

2010 Annual Meeting/ QME Course

Ritz-Carlton Highlands
April 15-18, 2010 — Northstar, Lake Tahoe, CA

Thursday, April 15, 2010
QME Course – Part I
Moderator: George Balfour, M.D.

DWC Update — The 12-Point Plan For Change in 2010

  • Proposed changes to the OMFS-Physician Services
  • Utilization Review

Evaluation of Disease and Injury Causation — Mark Hyman, M.D.

Unraveling the Mysteries of  Disability Ratings: Advice from the Experts

  • Upper Extremity — George Balfour, M.D.
  • Lower Extremity — Tye Ouzounian, M.D.
  • Back/Spine — Paul Wakim, DO
    Paul Wakim, DO Handout 1
    Paul Wakim, DO Handout 2

The treating physician’s role in disability prevention – The insurance company perspective

Gideon Letz, M.D., State Compensation Insurance Fund

Gideon Letz, M.D. Handout 1

  • Importance of work restrictions and transitional duty
    Understanding what carriers need from treating physicians
  • Rationale use of opiates in non-cancer musculoskeletal pain
  • Early identification of patients at risk for delayed recovery

 

Sue Honor-Vangerov, J.D.,

Workers’ Compensation Manager

Division of Workers’ Compensation Medical Unit

Handout 1

Handout 2

DWC Form – Functional Improvement Report

DWC Form – Request for Authorization

DWC Form – PR-2

Draft Conversion Factors

 

Friday, April 16, 2010
Saw Bones/Educational Labs

Custom & Patient – Matched Joint Resurfacing

Lab #1: Matthew Provencher, M.D., presenting Arthrosurface technique

Lab #2: Raj Sinha, M.D., presenting ConforMIS, Inc. technique

Lab #3  William Bugbee, M.D., presenting Depuy technique

Lab #4 Amir Jamali, M.D., presenting Mako Surgical technique

  • Amir Jamali, M.D. – Video 1
  • Amir Jamali, M.D. – Video 2
  • Amir Jamali, M.D. – Video 3
  • Amir Jamali, M.D. – Video 4

Cultural Competent Care— Ramon Jimenez, M.D.

 

2010 Annual Meeting
Economic Survival in the Era of Healthcare Reform – Part I
What You Need to Know—What You Need To Do
And
How To Do It Before It’s Too Late

Moderators: Robert O’Hollaren, M.D. & Jan Henstorf, M.D.

 

National Economic Forecast and Trends — Mike McCaslin, CPA, Somerset

  • Anticipated national economic trends and the impact on orthopaedic practice
  • Legislative and regulatory changes involved in health care reform and the impact on private practice
  • Current and anticipated private insurer response to changes and the impact on practice economics

 

Anticipated Requirements for Success in the Current — Eric Worthan, Panorama Orthopedics

 

Economics, Regulatory, and Legislative Environment

  • Quality and outcome assessments, data collection
  • Overhead management
  • Market leverage
  • Income enhancement strategies
  • Governance and administrative management needs

 

Currently Available Private Practice Models — Mike McCaslin, CPA, Somerset

  • Assets and liabilities of structure and function of individual models: solo, small group, large group, integrated group
  • Ability of models to accommodate to requirements for success
  • Examples of successful models of each type in California

 

Process Improvement Strategies – General — Eric Worthan, Panorama Orthopedics

  • Overhead control and office efficiency strategies
  • Financial reporting- best practice, most useful
  • Benchmarking- availability and uses
  • Contract evaluation and negotiation
  • Marketing tools and services

 

Process Improvement Strategies – Revenue Enhancers — Mark Anderson, AC Group

  • EMR-available programs and vendors — David Schlactus, Hope Orthopedics Presentation 1
    • David Schlactus, Hope Orthopedics Presentation 2
    • David Schlactus, Hope Orthopedics Presentation 3
    • David Schlactus, Hope Orthopedics Handout 1
  • IT management programs and services — Sandra Frykman, Medical Present Value
  • EMR– implementation: experiences and pitfalls — James Caillouette, M.D.
  • Data collection and reporting-what’s coming?
  • Insurance payment contractual verification software and services
  • Digital radiography

 

Interventional Therapies for LBP — Gagan Mahajan, M.D., UC Davis

Health Reform Implementation Timeline

Pros and Cons of Healthcare Reform

What CMA did for Physicians in Health Care Reform

Health Reform Town Hall — Richard Barry, M.D.

Tim Shannon, COA Lobbyist

 

Saturday, April 17, 2010
2010 Annual Meeting

Lloyd W. Taylor, M.D. Resident Award — Todd Fellars, MD, San Diego Naval Hospital

Gait Parameter Differences Between Standard and Ertl Transtibial Amputees

Todd Fellars, MD, Video 1

Todd Fellars, MD, Video 2

 

Orthopaedic Hospital Resident Award — Joe Lee, M.D., UC Irvine

Analysis of Prognostic Factors in Ewing Sarcoma Using a Population-Based Cancer Registry

 

OREF Resident Award — Eric Varley, MD, UC San Diego

The Effect of Hydroxyapatite Coating on Anterior Vetebral Screw Fixation

 

J. Harold LaBriola, M.D. Resident Award — Derek Amanatullah, MD, UC Davis

Comparison of Surgical Outcomes and Implant Wear Between Ceramic-on-Ceramic and Ceramic-on Polyethylene Bearing Surfaces in Total Hip Arthroplasty

 

Joint Preservation — Mike Millis, M.D., Boston Children’s Hospital

  • Mike Millis, M.D., Handout 1

 

Economic Survival in the Era of Healthcare Reform – Part II
What You Need to Know—What You Need To Do
And
How To Do It Before It’s Too Late

Moderators: Robert O’Hollaren, M.D. & Jan Henstorf, M.D.

Income Enhancement Strategies -I

  • ASC and Imaging benchmarking data — Mike McCaslin, CPA, Somerset
  • ASC – requirements for success — Dale Butler, M.D.
  • Imaging Centers – requirements for success—Carlos Prietto, M.D.

 

Income Enhancement Strategies – II

Physical Therapy benchmarking data—Mike McCaslin, CPA, Somerset

  • Physical/occupational therapy-requirements for success — Carlos Prietto, M.D.
  • Physician Extenders – cost/benefit ratio
  • After hours trauma/urgent care clinics — David Demchuk, CEO,Front Range Orthopedic Surgery Center

 

The Musculoskeletal Home as an Accountable Care Organization Model

  • Necessary components for success — Jack Bert, M.D.
  • Structure and organization Jack Bert, M.D. Handout 1
  • Assets and liabilities Jack Bert, M.D. Handout 2
  • Jack Bert, M.D. Handout 3

 

QME Course – Part II
Moderator: George Balfour, M.D.

Managing Functional Recovery — Steven Feinberg, M.D.

  • Steven Feinberg, M.D. Handout 1
  • Steven Feinberg, M.D. Handout 2
  • Steven Feinberg, M.D. Handout 3

 

Almaraz/Guzman I and II & Benson Debate — Judge Allyson Hall

What the Decisions Say from a Legal Perspective

 

How to Provide the Most Accurate Whole Person Impairment Rating (WPI) — Steven Feinberg, M.D.

How to Apply the Decisions to your Medical-Legal Evaluation — Steven Feinberg, M.D.

Case Presentations Andrew Sew Hoy, M.D.

Legal Perspective

Defense Attorney — Don Barthel, Esq.

Applicant Attorney  — Elliot Berkowitz, Esq. Handout 1

  • Elliot Berkowitz, Esq. Handout 2
  • Elliot Berkowitz, Esq. Handout 3
  • Elliot Berkowitz, Esq. Handout 4
  • Elliot Berkowitz, Esq. Handout 5

WCAB Judge  — Judge Allyson Hall

 

Public Forum — Feeling Young and Staying Active: Taking Care of Your Bones and Joints
Jointly Sponsored by the California Orthopaedic Association and Tahoe Forest Health System

Moderator: Ramon Jimenez

Boomeritis

  • Upper Extremity — Michael Klassen, M.D.
  • Lower Extremity — John Foley, M.D.

Kids Get Hurt Too — Pediatric Sports Injuries — Mark Wellisch, M.D.

Carpal Tunnel Syndrome — Amy Ladd, M.D.

Joint Replacement — Richard Santore, M.D.

Backing Your Good Health — Larry Herron, M.D.

Handout — Effects of Aging

Handout — Osteoarthritis

Handout — Carpal Tunnel Syndrome

Handout — Low Back Pain

Handout — Preventing Back Pain

Handout — How to Keep Your Bones Healthy

Handout — What is Total Joint Replacement

Handout — Shape Up

Handout — Osteoporosis

 

Sunday, April 18, 2010
2010 Annual Meeting

Business Meeting — Richard Barry, M.D., President

Stem Cells for the Orthopaedic Surgeons — Moderator: Mark Lee, M.D.

  • Stem Cells: The State of the Art — Jan Nolta, Ph.D., UC Davis
  • Jan Nolta, Ph.D. Video 1
  • Clinical Experiences with Stem Cells — Ray Linovitz, M.D.
  • Debate: “Cell based applications are the Future of Biologic Augmentation in Orthopaedic Surgery”
    • Pro: Jan Nolta, Ph.D., UC Davis
    • Con: Safdar Khan, M.D.

Community Orthopaedic Trauma Care — Moderator: Michael Laird, M.D.

  • What’s New in Trauma Care — Emily Benson, M.D.
  • Referral Guidelines — Emily Benson, M.D. Handout 1
  • Results of COA On-Call Survey — Michael Laird, M.D.

 

Economic Survival in the Era of Healthcare Reform – Part III
What You Need to Know—What You Need To Do
And
How To Do It Before It’s Too Late

Moderators: Robert O’Hollaren, M.D. & Jan Henstorf, M.D.

Income Enhancement Strategies: Pushing the Envelope

  • Physician-owned implant distributorships — Paul Burton, DO
    • Paul Burton, DO Handout 1
    • Paul Burton, DO Handout 2
  • Hospital service-line management contracts  — Eric Worthan, Panorama Orthopedics
  • Medical tourism — James Caillouette, M.D.

 

Non-employed hospital/physician integration models — James Caillouette, M.D.

 

The Integrated Model for Practice Organization  —  Mike McCaslin, CPA, Somerset

  • Robert O’Hollaren, M.D.

Income Enhancement Strategies – III

  • In office DME — Eric Worthan, Panorama Orthopedics
  • Post op DME
  • Real estate investment — Mike McCaslin, CPA, Somerset

 

THE ACTION PLAN – WHAT TO DO NOW  — Mike McCaslin, CPA, Somerset

  • Developing a shared vision and strategic plan
  • Implementation strategy
  • Resources: partners, product vendors, information sources

Annual Meeting & QME Course Overview

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Past Annual Meetings & QME Courses

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Upcoming COA Events

  • Thu
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    2026
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    2026

    2026 Annual Meeting/QME Course

    Hilton Santa Barbara Beachfront Resort


Annual Meeting/QME Course

2026 Annual Meeting
Hilton Santa Barbara Beachfront Resort
April 16 – 19, 2026

Upcoming COA Events

  • Thu
    16
    Apr
    2026
    Sun
    19
    Apr
    2026

    2026 Annual Meeting/QME Course

    Hilton Santa Barbara Beachfront Resort

Get in Touch With Us

California Orthopaedic Association
1246 P Street
Sacramento, CA 95814

Phone: 916-454-9884
Fax: 916-454-9882
Email: admin@coa.org

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