UPAL 2018 BUSINESS PARTNER GUIDE

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1 UPAL 2018 Preferred Partner Services & Discounts for UPAL Members BUSINESS PARTNER GUIDE UPAL Membership Benefit for Shareholders and Service Members UPAL has partnered with a wide variety of businesses to bring our members solutions to maximize office efficiency and to help lower the cost of doing business. Through the UPAL Business Partner Program, UPAL members may access savings on office supplies, office furniture, medical-surgical supplies, document storage and destruction, banking and insurance services, payroll and much more. Please take a few moments to explore this valuable membership advantage. Only those who hold a Shareholder or Service Membership are eligible to access this program. Contact UPAL to find out if you are eligible to participate or to inquire about upgrading your membership. Accessing the preferred partner discounts: This guide contains a list of services and products by category in alphabetical order. For each partner, a contact person, website and contact info has been provided. You must identify yourself as a UPAL member when you speak with each vendor partner. Discounts vary depending on the partner. Some vendors have multiple products or service lines with discount amounts varying between lines. Contact UPAL for specifics. Contact information for partners often changes without notice. We will make every effort to keep this guide and the UPAL website as up-to-date and accurate as possible. If you encounter any issues, contact UPAL for assistance. For more information or questions, please contact UPAL at or info@upal.com. This list is also available at upal.com/partners.

2 Click on a category title in the table of contents below to be taken directly to that page. Table of Contents Banking, Trust and Investment Services 3 Bookkeeping/Accounting 3 Breakroom & Coffee 3 Clinical Research Management 3 Document Destruction 4 Electronic Claims Processing 4 Electronic Health Records/ Medical Cloud-based Software 4 Estate Planning & Legal 4 Group Purchasing Organization 5 Healthcare Compliance 5 Health Savings Accounts 5 Medical-Surgical Supplies 8 Office Equipment/Service 8 Office Furniture 8 Office Supplies 9 Online Reputation Management 9 OSHA/Infection Control 9 Payroll Processing & Tax Services 9 Personnel & Hiring Services 10 Practice Management Consultation 10 Promotional Products 10 Records Storage 10 HIPAA Compliance 5 Insurance Products 6 Janitorial Products 6 Long Term Care Insurance/ Medicare Guidance 7 Marketing/Graphic Design 7 Mediation & Employee Relations 7 Medical Waste Disposal 7 2

3 Banking, Trust and Investment Services Bank of Oklahoma: Private Wealth Contact: Greg Lee, Senior Vice President Phone: bankofoklahoma.com Bookkeeping/Accounting Services E3 Bookkeeping Contact: Scott Rumley, Owner Phone: Breakroom & Coffee Products Admiral Express Contact: Heather Morisse, Account Executive Phone: Contact: Chris Eisele, FBS Coordinator Phone: Contact: Dee Hoops, Dedicated Customer Service Rep Phone: admiralexpress.com Clinical Research Management Gen1 Research Contact: Casey Tisdale, Vice President of Provider Networks Phone: Gen1research.com 3

4 Document Destruction Storage Plus Record Destruction Contact: Tony Oliva Phone: storageplus.biz Electronic Claims Processing Infinedi, L.L.C. Contact: Enrollment Department Phone: infinedi.net Electronic Health Records/Medical Cloud- Based Software athenahealth Contact: athenahealth UPAL Member Link Phone: Estate Planning & Legal Mysock, Chevaillier & Bolden, L.L.P. Contact: Edward J. Mysock, Jr. Phone: tulsataxlaw.net 4

5 Group Purchasing Organization MediGroup Contact: Bridget Wilson Phone: Medigroup.com Healthcare Compliance LayerCompliance Contact: Vicki Solomon Phone: layercompliance.com Health Savings Accounts FlexPlan Administrators Contact: Shannon Wilson, Account Manager Phone: flexplanadmin.com HIPAA Compliance LayerCompliance Contact: Vicki Solomon Phone: layercompliance.com 5

6 Insurance Products: Professional Liability, P&C, Life, Medical, Disability HUB International Mid-America Contact: Christine Shasteen-Property/Casualty, Medical Professional Phone: Contact: Cathy Walls-Property, Casualty, Medical Professional Phone: Contact: Wes Slater, Personal Lines Advisor-Home, Auto, Boat, Ranch Phone: Contact: Gaye Kingsbury-Employee Health, Medical, Dental, Life/Disability Phone: hubinternational.com Janitorial & Safety Admiral Express Contact: Heather Morisse, Account Executive Phone: Contact: Chris Eisele, FBS Coordinator Phone: Contact: Dee Hoops, Dedicated Customer Service Rep Phone: admiralexpress.com 6

7 Long Term Care Insurance & Medicare Guidance Mass Mutual Life Insurance Company Contact: Carolyn Schultz, CLTC-Click here for Medicare Guidance Phone: Marketing, Graphic Design, Website Design Hampton Creative Contact: Johnie Hampton or Chris Ensor Phone: or hamptoncreative.com Mediation & Employee Relations Conflict Alternatives Contact: Ray Hickman Phone: Conflictalternatives.com Medical Waste Disposal MedPro Disposal Contact: Tyler Hansen, Account Manager Phone: Ext medprodisposal.com/upal 7

8 Medical-Surgical Supplies Henry Schein Contact: Brandon Davidson Phone: henryschein.com Office Equipment/Service Drake Systems Contact: Allen C. Bailey Phone: drakesystems.com Office Furniture Admiral Express Contact: Dan Haynal, Senior Designer - Tulsa Area Space Planning & Furniture Sales Phone: M: dan@admiralexpress.com Contact: Ann Clark - OKC Area Space Planning & Furniture Sales Phone: ann@admiralexpress.com admiralexpress.com 8

9 Office Supplies Admiral Express - Download UPAL Catalog Contact: Heather Morisse, Account Executive - Tulsa Phone: heather@admiralexpress.com Contact: Mike Ragan, Account Executive - OKC Phone: mike@admiralexpress.com Contact: Dee Hoops, Dedicated Customer Service Rep Phone: dee@admiralexpress.com admiralexpress.com Online Reputation Management SayAh Reputation Contact: Warren Moseley, CEO Phone: or warren@sayah.com sayah.com OSHA/Infection Control LayerCompliance Contact: Vicki Solomon Phone: sales@layercompliance.com layercompliance.com Payroll Processing & Tax Pay Services Paycom Contact: Sara Zellner Phone: Ext szellner@paycomonline.com paycomonline.com 9

10 Personnel Services HireCall Contact: Jacki Snider Phone: Hirecall.com Practice Management Consultation James Shirley Management Consultants Contact: Jim Shirley, Ph.D., Clinic Flow Specialist Phone: jsmgmt.com Promotional Products Admiral Express Contact: Ben Clements Phone: admiralexpress.com Records Storage Storage Plus Contact: Tony Oliva Phone: storageplus.biz 10

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