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1
W ho We Are
Learn how we became an industry leader
Our Mission
At PhysioAge Medical Group, we believe that the goal of health
care ought to be exactly that—care of your health, not only
prevention and treatment of disease. Our mission, therefore, is
to provide the most advanced, scientifically-validated diagnos-
Our Growth Story tics and therapeutics available to help women and men feel
and look as healthy as possible as they grow older.
Our Vision
We will be the leading national network of age management
physicians with a focus on quality clinical patient manage-
ment. Rather than be the biggest, we’ll be the best. Our target
market is decidedly upscale and willing to pay more for the
PhysioAge brand. We will leverage our clinical and opera-
tional experience to ensure every Partner meets or exceeds
the highest standards of excellence.
Our Approach
Our approach to HRT can best be described as “Precision
Medicine”: each patient deserves a comprehensive evaluation
and an individually-tailored treatment regimen that must be
continually optimized. We don’t subscribe to the “one size fits
all” philosophy followed by most physicians when treating
hormonal imbalance. Every patient is different and everybody
responds differently to the same dosage. We believe the path
to optimized health consists of balanced bioidentical hormone
replacement, anti-oxidant therapy and proper nutrition &
exercise.
Our next-generation physical exam is able to detect pre-clin-
ical disease states and measure an individual’s rate of aging.
Every patient gets a comprehensive assessment of the health
of each major physiological system—a PhysioAge®—and then
a tailored program of exercise, diet, nutritional supplements,
and bioidentical hormone replacement therapy to slow, and
in some cases, reverse the decline in their physiological age.
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Our History
Our dream - 1994
As primary care internists at Dartmouth Hitch-
cock Clinic in New Hampshire, we were growing
increasingly frustrated treating sickness instead of
preventing it. We wanted to escape the insurance CBS Evening News interview with Dr. Ron Livesey
maze and be free to practice medicine in the best
interest of the patient, not how the insurance com-
pany dictates. Our Principals
Ronald V. Livesey, MD
Our opportunity - 1995 Dr. Livesey received his MD in 1972 from Tufts
Shortly after HGH was approved for the treat- University School of Medicine, completed his
ment of AGHD, we started conducting research residency at St. Elizabeth’s Hospital/Boston,
in a new field called Anti-Aging Medicine. We and was a member of the clinical faculty at
quickly developed an intense passion for the field Tufts Medical School. Dr. Livesey has been
and became diplomats of the American Academy featured in The CBS Evening News, The New
York Times, USA Today, Elle, and the 2002
of Anti-Aging Medicine. We developed our own
Award Winning BBC Documentary: How To
scientifically-based treatment programs after thor- Build A Human: Part IV: Forever Young.
oughly researching all of the available literature.
Joseph M. Raffaele, MD
Making it happen - 1997 Dr. Raffaele received his MD from Hahnemann
Once we realized this was the future of medicine, University Medical School in 1989, completed
we left our clinic in NH and moved to NYC to his residency at The New York Hospital/
start our own upscale practice on Central Park Cornell University Medical Center, and was a
South – the first of its kind on the East Coast. clinical assistant professor of medicine at Dart-
mouth Medical School. Dr. Raffaele is board
PhysioAge Medical Group opened its doors in
certified in internal medicine and is a diplomat
1997 with a handful of patients and one employee. of A4M. Dr. Raffaele has been featured in
We started using our gold-standard clinical protocols Newsday, ABC World News Tonight, NPR,
in practice and began the long process of perfecting The Today Show and The New York Times.
them. The first few years were very slow.
Jerry Fortunato, COO
Getting it right - 2002 Since joining PhysioAge in 2002, Jerry has been
Jerry Fortunato joined the practice and put into responsible for managing all business opera-
place a comprehensive marketing program that tions: business strategy, marketing & branding,
finance, product management, patient relation-
resulted in a rapid expansion of the patient base
ship management, systems design & develop-
from 200 to 800 patients. To accommodate this ment and information technology support. Jerry
rapid growth, Jerry developed a customized tech- received his MBA from Rutgers Business School
nology infrastructure and proprietary workflows, and his BS in Finance from Rutgers College.
policies and procedures to manage quality.
Jochen Kumm, PhD
Building upon our success - 2009+ Designed and developed the PhysioAge
Today we are one of the most successful age manage- SystemsTM software platform as well as the
algorithms used to calculate physiological ages
ment practices in the Northeast. We have tested
and the overall PhysioAge®. Dr. Kumm holds a
and refined our gold-standard clinical protocols Physicum in Medicine from Heidelberg Univer-
on more than 2,100 patients. Now we are ready sity, a BA in Biology from Harvard University
to leverage our experience to help other physi- and a PhD in Biological Sciences from Stanford
cians achieve the same level of success, without the University. Dr. Kumm is the Director of Biom-
learning curve. athematics at the Stanford Genome Technology
Center in Palo Alto, CA.
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P hysioAge Partner Network
Become the next PhysioAge Medical Group
Learn how our industry-leading expertise and
proven business model will:
• Build your patient base
• Develop your business
• Run your practice better
• Increase your revenues
Without restricting your practice style
You practice medicine as you see fit
Exclusively for PhysioAge Partners:
• Shared local marketing budget
• We split the cost of local advertising with you
• We develop & manage a targeted local advertising campaign
• This benefit alone can offset the total cost of participation
• A special section on the PhysioAge website dedicated to your practice
• Optional call center support – we can take your calls
• One-on-One training on PhysioAge Clinical Protocols
• 3 days face-to-face in our NYC practice
• Full Initial Consultation as a new patient
• Ongoing clinical support when you need it
• 20% rebate on all non-prescription medications and
supplements you prescribe
• White-glove prescription management service
• We handle patient medication requests for you
• Market exclusivity in your territory
• Access to our line of proprietary supplements & skin care products
• Discounts with our preferred partners: Quest, Labcorp, FedEx, etc.
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Plus:
• Next-Generation Patient Assessment
• Business & Operational Consulting & Support
• Practice Toolbox: Customized Forms, Letters &
E-mail Templates
The PhysioAge Partner Network is your opportunity to join
our expanding team of select physicians nationwide. As a
Partner, you’ll be able to fully leverage the clinical and opera-
tional expertise we’ve attained over the past 15 years.
First, we’ll discuss your business goals in depth to best un-
derstand where you want to take your practice. Then we’ll
develop a detailed business & marketing plan that takes into
account everything we’ve learned and sets the course for
growth. Finally, we’ll execute on those plans and continu-
ally monitor your practice to make sure you’re meeting your
goals. Along the way, we’ll provide unlimited business &
operational support to you and your team.
By leveraging our brand identity, you’ll be able project the
same professional image we’ve carefully cultivated over the
years. You’ll be listed on every page of our website as a
member of our team, along with a special section dedicated
to your practice and staff. We’ll design & manage a targeted
local marketing campaign and split the cost with you. (This Visit our Website at:
benefit alone can completely offset the cost of participation.) www.PhysioAge.com
We’ll refer site visitors looking for an age management physi-
cian in your area, and you’ll enjoy market exclusivity for the
duration of your contract. If your practice does well, we’ll
even waive your monthly installment payments and renew
your license at no charge.
You’ll learn how to use our clinical guidelines and proto-
cols to deliver the very best in patient care through a 3-day
training course here in our NYC office. While you’re here,
we’ll take you through the PhysioAge new patient experience,
including a full initial consultation. You’ll gain a deep under-
standing of the intricacies of managing hormones in diverse
patient cases by working directly with our physicians. As you
encounter difficult cases in your clinical practice, you’ll be
able to call on our expertise with ongoing clinical support.
As a PhysioAge Partner, you’ll have a team of qualified
professionals behind you to help in the day-to-day manage-
ment of your patients and your practice. Your success is our
success.
Contact Jerry Fortunato, COO, at 877-888-3210 or
Jerry @PhysioAgeSolutions.com for more information.
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N ext-Generation Physical Exam
How well are your patients aging?
The first step to aging well is knowing how well
you’re aging
• Increase patient retention
• Monitor physiological age over time
• Demonstrate the effects of your treatment
• Reinforce the value you provide
• Save time interpreting results
PhysioAge SystemsTM uses a battery of extensively-tested biomarkers of the
health of important physiological systems. We use them to establish a baseline of
where our patients are in the aging process, a “PhysioAge®”, and then to follow
over time how well their programs are working. This is the crux of the difference
between our approach to managing aging and that of most other practices.
We believe it’s important to measure the effect of our programs on the arteries,
brain, bones, skin, muscle, etc., and adjust therapy to optimize each system’s
function. After all, would you prescribe blood pressure medication without
checking blood pressure?
To collect the data needed to develop this system, we conducted an in-depth
study of 120 subjects over the past few years - the first study of its kind. Working
with a top Stanford University statistician, we analyzed correlations among
Biomarkers of Aging various biomarkers to develop the algorithms used in the calculation of the physi-
ological age of important organ systems. Then we developed the “PhysioAge®”
a weighted composite index of all underlying ages. Using the six biomarkers of
aging described below, the PhysioAge® is able to explain 84% of the variance
of the aging process. To our knowledge, no other system comes close to this
benchmark in measuring the physiological age of important organ systems.
Our advanced reports will objectively demonstrate the effects of your treatment
protocols on important organ systems in a way patients can easily understand.
Since the results of many of these biomarkers can be improved through the
proper use of age management therapies, your patients can potentially watch
their physiological age stabilize or even decrease over time.
Comprehensive Reports with overall “PhysioAge®”
Once all data has been entered into our proprietary web-based system, a com-
prehensive report will be available for downloading. This report will contain
the patient’s individual physiological ages as well as their overall “PhysioAge®”.
Future versions of this report will feature a detailed interpretive analysis of the
data in the context of the patient’s individual medical history. This “intelligent
report” will save you hours of time for each patient.
Access to the PhysioAge SystemsTM Web Portal
Your patients will have ongoing access to our proprietary web portal where
they can fill out questionnaires, browse their results and download reports.
Download our latest report at www.PhysioAgeSolutions.com
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Biomarkers of Aging Required Equipment
SphygmoCor® CP by Atcor Medical
CardioAge - Arterial Stiffness Testing with
SphygmoCor® by Atcor Medical • The gold standard in central blood
pressure management
• Measures the suppleness of your arteries using
pulse wave analysis • Used in more clinical studies than any
other similar device
• Assesses your cardiovascular risk by measuring
augmentation pressure • Takes a 10-second snapshot of the radial
arterial pressure wave and derives the
PulmoAge - Pulmonary Function Testing
ascending aortic pressure wave
with Midmark® Spirometer
• Adopted by The Mayo Clinic for use in
• Measures forced expiratory volume (FEV1/FCV), hypertension screening
which is highly correlated with age
• Predicts all-cause mortality, not just from MPA580 Cutometer® by C+K Electronics
pulmonary disease
• The gold standard in dermatology to
NeuroAgeTM - Cognitive Assessment Testing measure skin elasticity
with CNS Vital Signs® • Uses gentle suction to draw the skin into
• Measures the most highly age-sensitive aspects the aperture of the probe, where penetration
of cognitive function using a computerized battery depth is determined by an optical measuring
of tests system.
• Functions as an effective screen for mild congnitive • Displays the resistance of the skin to be
impairment and Alzheimer’s disease sucked up by negative pressure (firmness)
and its ability to return into its original
CutoAge - Skin Elasticity Testing with position (elasticity) as curves.
C+K Cutometer®
• Assesses the elasticity of the skin with the same
IQspiro by Midmark Diagnostics
instrument used in numerous clinical trials of
• Combines a digital spirometer with
OTC and pharmaceutical skin care products
innovative software that makes it fast
• Determines the propensity to develop wrinkles and easy to capture, interpret and
by measuring elasticity, firmness, and resistance retrieve patient information.
to stress
• Features real-time feedback and
ImmunoAge TM
- Immune Function Testing by coaching that ensures you collect
consistent measurements every time.
UCLA School of Medicine (blood)
• Measures the health of the immune system using
proprietary algorithms of standard immune subsets
Biomarker Equipment Setup
We can setup your equipment and
• Utilizes cutting-edge molecular markers for provide training and ongoing
senescent and naïve T-cells technical support.
TelomerAge – Telomere Length Measurement
by Repeat Diagnostics (blood)
• Measures the ends of the telomeres, the caps
at the ends of your chromosomes that act as a
molecular clock by shortening with every cell
division
• Telomere shortening is highly correlated in numerous
studies with aging and many disease states
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C onsulting & Support
Your success is our success
Business advice to help build your practice;
Clinical advice to help manage your patients
If you’re like most doctors, you’ve focused your efforts on practicing good
medicine instead of building and running your business. After all, they didn’t
teach you how to run a business in medical school.
That’s where we come in. As a PhysioAge Partner, you’ll get an in-depth
operational audit of your practice and a customized action plan with detailed
suggestions for improving workflows, policies, IT systems, etc. Then we’ll
execute on that plan by implementing the agreed-upon changes and training
you and your staff. It’s just one of the ways we ensure every PhysioAge Partner
meets or exceeds our standards of excellence.
Custom Business Plan
Every successful business needs a plan. After conducting a detailed analysis of
your current operation, we’ll develop a comprehensive Business Plan that pro-
vides a step-by-step roadmap to building the practice you want. Your custom
business plan will cover your:
• Goals
• Competitors
• Marketing strategy
• Financial plan
Finally, your business plan will detail the best approach to successfully growing
your practice in your market.
Comprehensive Marketing Support &
Campaign Management
One of your greatest challenges is to build your patient base. How do you find
more patients? PhysioAge can help by creating a comprehensive plan that
includes all aspects of marketing your practice:
• Advertising strategy
• Social networking
• Seminar management
• Search engine optimization
• Pay-per-click advertising.
Plus, you’ll get exclusive use of the PhysioAge brand and website for your
practice.
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Clinical Protocols & Support
In addition to complete one-on-one training with Drs. Livesey and Raffaele, Partners
will receive a standardized Clinical Treatment Guide that details every aspect of the
PhysioAge Protocols and captures their years of clinical experience. Furthermore, as
questions arise in day-to-day patient management, we’ll be on call to provide treatment
advice based on the specifics of the case at hand.
• Access to Drs. Livesey & Raffaele via forum, phone & e-mail
• Clinical case review and recommendations
• Interaction with other physicians via our Physician Forum
Focus on Quality: Operational Workflows & Procedures
How do you make it all work flawlessly? You need standardized workflows and operational
protocols that will guide your practice through the patient lifecycle without a hitch.
As a PhysioAge Partner, you’ll be able to take advantage of the same operational pro-
tocols we developed and refined over the years to become the most successful practice
in the Northeast:
• New patient enrollment procedures
• Biomarker testing protocols
• Patient checkout workflow
• Followup management protocols
• Staff roles & responsibilities matrix
In addition to providing customized forms and documentation, we’ll train your staff
on how to use them in your practice.
Comprehensive ongoing Business &
Operational Support
It doesn’t end there. After you’re up and running as a PhysioAge Partner, we’ll
continue to provide ongoing support to make sure you succeed:
• Operational support
• Marketing support
• Business management support
• IT support
As a PhysioAge Partner, you’ll have a team of qualified professionals behind you to
help in the day-to-day management of your patients and your practice. Your success
is our success.
9
P ractice Toolbox
Don’t reinvent the wheel
All the tools you need to succeed, customized
for your practice
As a PhysioAge Partner, you’ll gain access to a full range of forms, ques-
tionnaires, letters and e-mail templates that we’ve developed and refined
over the years.
• Eliminates the learning curve
• Customized to the way your practice operates
• Presents a professional practice image
• Provides a means to ensure quality
Toolbox Includes:
Chart Documents
• Flowsheet for medications and labs
• Physical exam
• Problem List
• Medical Questionnaires
Policies & Procedures
• PhysioAge Clinical Protocols Treatment Guide
• Employee Handbook
• Biomarker Testing Manual
Administrative Forms & Checklists
• Superbill with lab ordering
• Quality Assurance Checklist: Initial Visits
• Quality Assurance Checklist: Follow-ups
• Biomarker Testing Checklist
• Credit Card Authorization Form
• Medicare Opt-Out
• Staff Roles & Responsibilities Matrix
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Patient Handouts
• Treatment Programs & Pricing
• Norditropin Handling, Storage & Use
• Injection procedure
• Treatment Program Instructions
• Practice Policies & Procedures for patients
• Signs & Symptoms of Estrogen & Progesterone Imbalance
• Symptom Charts
• Biomarker Testing Matrix
• Shipments FAQ
• Billing FAQ
• Product brochures
Letters
• Patient Travel Letters
• Letters of Medical Necessity
• Cutoff Letters
• Fax coversheet with PHI disclaimer
E-mail Templates
• New Patient Documents & Procedure
• Thank you for your interest in our practice
• Nutritionist Consult appt
• Appt Confirmations
• Follow-up management e-mail templates
Consent Forms
• HRT Informed Consent
• HRT Informed Consent for Patients with Hx
of Breast Cancer
• HRT Informed Consent for Patients with Hx of
Prostate Cancer
Marketing Materials
• A Guide to Bioidentical Hormone Therapy
for Men & Women
• Brochures and brochure templates
• Business card template
• PhysioAge letterhead and stationary
HIPAA Forms
• Notice of Privacy Practices
• Authorization to Use or Disclose PHI
• Authorization to Obtain PHI
Plus, your practice will have access to the
PhysioAge Wiki, our searchable online
repository of up-to-date forms and handouts.
PhysioAge® Wiki
11
30 Central Park South
New York, NY 10019
For more information, Contact
Jerry Fortunato, COO,
877-888-3210
Jerry @PhysioAge.com
www.PhysioAgeSolutions.com
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