Wellthlinks Vault Academy
Where Providers & Employers Master Concierge + Direct Care Strategy
The Vault Academy is your hub for practical frameworks, compliance tools, and step-by-step resources to launch and scale membership or hybrid practices. Each tier builds on the strategic foundation introduced in The CEO Physician: Strategic Blueprint for Independent Medicine - comprehensive guide to designing sustainable, complaint and profitable models.
Feature Publication: The CEO Physician
The foundational blueprint behind the Vault Academy
The CEO Physician
The CEO Physician is the official starting point for the Wellthlinks Vault Academy.
This 266-page eBook delivers the full strategic and compliance foundation needed to design, launch, and scale a sustainable concierge or direct primary care practice.
Inside, you’ll find proven frameworks, step-by-step guidance, and practical tools that serve as the basis for every tier inside the Vault Academy.
Begin your journey by purchasing the eBook with bonus book to access the strategic blueprint behind the Vault.
Available Now:
Print Edition on Sale Now on Amazon
Tier 1: Foundational
Four core packages to help you launch with clarity and compliance.
The Wellthlinks Guide to Building Your Membership Practice – $99
Model clarity and compliance foundations for concierge, DPC, and hybrid practices.
What’s Inside:
Clear breakdown of membership models (Concierge, DPC, Wellness, Subscription)
Compliance guardrails for Medicare (PAR, Non-PAR, Opt-Out)
Practical service menu examples with compliance notes
Worksheets, readiness quiz, and implementation checklist
Compliance Essential Pack - $199
Plug-and-play templates, patient consent forms, and compliance guardrails designed for concierge and DPC practices.
What’s Inside:
HIPAA Business Associate Agreement (BAA) + How-To Guide
Telehealth Consent Form
Medical Records Release Authorization
Marketing Consent Form
Medicare Opt-Out Private Contract
Stark/Anti-Kickback Guardrails One-Pager
Practice Foundations Toolkit - $199
Starter templates and guides to help you launch with confidence.
What's Inside:
Formation Quick Start Guide
NDA & Confidentiality Agreements + How-To Guide
Job Descriptions (MA & Front Desk)
Phone & Front Desk Scripts
Employer Engagement Basics
Direct contracting strategies, ROI tools, and pitch frameworks.
Coming Winter 2026: Tier 2 Advanced tools and playbooks to help you execute, scale, and sustain your membership practice.
Wellthlinks®
Concierge Medicine • Direct Primary Care (DPC) • Employer Healthcare Solutions
Founded by Dana Y. Lujan, MBA
Wellthlinks provides strategic advisory services and does not offer medical or legal services.