No Monthly Service Fee Checking

Date:

Exclusive Opportunity for UPAL Members The Private Bank at Bank of Oklahoma presents UPAL members with exclusive checking account options: Private Label Checking and Diamond Advantage Checking. Each option lets you earn a competitive interest rate on your checking account balance without a minimum balance requirement or service fee.  You will receive the following benefits: No Monthly Service Fee Free ATM Transactions Nationwide Competitive CD Rates Free Checks Complimentary Personal Financial Consultation Premium Tiered Interest Rates And Much More Wealth Management Services The Private Bank at Bank of Oklahoma is…

Free PQRS Webinar for UPAL Members

Date:

UPAL: PQRS 2014  Join us for a PQRS webinar on June 18th presented by Wellcentive. Space is limited. Reserve your seat now at https://www3.gotomeeting.com/register/368523662. PQRS overview: Eligible Providers, Solution Workflow Reporting Options: Group, Individual, ACO Incentive Schedule and Return on Investment Continued Education and Support Solution Demonstration Date: Wednesday, June 18, 2014 Time: 11AM-12PM CDT System Requirements: PC-based attendees Required: Windows® 8, 7, Vista, XP or 2003 Server Mac®-based attendees Required: Mac OS® X 10.6 or newer Mobile attendees Required: iPhone®, iPad®, Android™ phone or Android tablet      

What is Long-Term Care?

Date:

By Carolyn K. Schultz, CLTC When people consider the subject of long-term care, they often think about nursing homes. In fact long-term care has little to do with nursing homes. Understanding the difference can help you protect your family and finances. The Consequences of Living Longer Long-term care is a continuum of care services and housing you will need when you live a long life. Think you won’t live a long life? Think back 25 years ago. If you had cancer or a stroke, you simply died. Few ever heard…

Thinking About Retiring Soon?

Date:

We know you have questions. Let UPAL help. Nearing retirement and not sure if you are invested to meet your goals? Think you only have until your retirement date to build your portfolio? Many physicians who are just a few years from retiring may not realize that they must continue to re-shape their retirement planning, even in retirement. And you don’t have to hire an expensive advisor to help you determine if your current investment selection is the correct one. We know you have questions. Let UPAL help. Work with…

End of Life for Windows XP: What This Means for Medical Practices

Date:

Last month Microsoft ended its support of the Windows XP operating system, meaning there will be no more security updates, software updates, or technical support. If you continue using XP, there’s a good chance that hacking attacks could increase significantly without the regular security patches to protect your machines. Simply keeping antivirus software up-to-date won’t be enough, unfortunately. But there’s another scary reality awaiting healthcare providers with an outdated operating system. If you are a covered entity under HIPAA, this could place your systems out of compliance and could even…

The Impact of Another ICD-10 Delay

Date:

We recently asked UPAL members and practice administrators to weigh in on how the ICD-10 implementation delay will affect their practice. We got a lot of really interesting feedback that shed some light on how healthcare providers feel about another postponement (one of many, and who knows how many more to come). If you haven’t provided your point of view yet, it’s not too late. Take our quick, confidential survey here to share your thoughts and concerns. We are interested to know how this impacts all of our members. To…

Capital Markets & Economic Review 1st Quarter 2014

Date:

Capital Markets and Economic Review – by SIA – 1Q14 (767 kB)

One Means One for IRA Investors: One-Rollover-Per-Year-Rule Reinterpreted by Tax Court

Date:

IRA “One-Rollover-Per-Year-Rule” Reinterpreted by Tax Court Until a recent ruling made by the Tax Court, it was understood by advisers and retirement experts that IRA holders could receive one yearly nontaxable rollover distribution from each IRA. (This applies only to distributions that are reinvested in an IRA within 60 days in accordance with rollover rules. It does not refer to direct transfers from one IRA to another.) IRS Publication 590, states that: “Generally, if you make a tax-free rollover of any part of a distribution from a traditional IRA, you…

Next to Last Word (Maybe) Regarding SGR and ICD-10 Extensions

Date:

ICD-10 Implementation Delayed…Again? Click here to take our brief, confidential survey and share with us how you think your practice or organization might be impacted by this postponement of ICD-10. Approved by both the House and the Senate and signed into law by President Obama, the HR 4302 Bill – Protecting Access to Medicare Act of 2014, will implement another temporary one-year fix to the Sustainable Growth Rate (SGR) for Medicare payments. This Medicare payment band-aid, or “doc fix” as it’s commonly referred to, has been applied 17 times in the past 11 years to…

“What Is Your HIPAA Risk?” Free Webinars for UPAL Members

Date:

What is Your HIPAA Risk? Free webinars every Tuesday & Wednesday. Join us for an overview of HIPAA Security and learn how to take control of your HIPAA Security program. Webinar dates available: Tuesdays – Register at https://attendee.gotowebinar.com/rt/3769420885741451777 Wednesdays – Register at https://attendee.gotowebinar.com/rt/6000699414405923585 After registering, you will receive a confirmation email containing information about joining the webinar. This webinar will cover: • How to get into compliance with the new changes to the HIPAA Omnibus Final Rule • Discover the most common mistakes healthcare providers make when addressing HIPAA Security…