Wellthlinks Vault Academy
Foundational Strategy for Physicians Building Independent Practices
Vault Academy provides foundational strategic frameworks for physicians exploring membership-based care models. Drawing from the same strategic approach used in Wellthlinks’ advisory work, these offerings focus on the economic principles, regulatory considerations, and decision frameworks that inform sustainable practice design.
Built on the strategic foundation established in The CEO Physician: Strategic Blueprint for Independent Medicine, Vault Academy is designed to help physicians develop clarity and context before making significant practice decisions, major transitions, or engaging in higher-touch strategic advisory.
Who this is for:
• Residents and early-career physicians evaluating practice models
• Physicians in the exploration phase prior to strategic advisory engagement
• Practitioners seeking foundational strategic context before major transitions
Vault Academy provides foundational strategy and decision support.
For physician-specific strategic advisory related to practice transitions, market analysis, compliance architecture, or long-term positioning, explore Wellthlinks Advisory Services.
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 foundational resources designed to help physicians understand compliance, practice structure, and membership models before making strategic commitments.
The Wellthlinks Guide to Building Your Membership Practice – $99
Model clarity and compliance foundations for concierge, DPC, and hybrid practice models.
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 decision-readiness checklist
Compliance Essential Pack - $199
Foundational 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 physicians understand practice structure before making strategic commitments.
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.
Beyond Foundational Education
Decision-making becomes the work when education is no longer the constraint.
Physician’s Roadmap to Membership Medicine | An Advisory Program
A strategic advisory program designed to help physicians decide whether, when, and how to pursue membership medicine before making irreversible commitments.
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.