Membership

Legal, Terms & Conditions

Health Professionals Alliance – Membership Terms & Conditions

These Membership Terms & Conditions (“Terms”) govern your participation in Health Professionals Alliance, Inc. (“HPA”). By registering as a member, you agree to the following:

  1. Membership Services

HPA provides non‑clinical, administrative, business, educational, and procurement‑related services to support healthcare practices. Membership benefits may include access to:

  • The HPA Member Portal
  • Educational resources and communities
  • Procurement tools and vendor relationships
  • Strategic partners and discounted offerings

Services vary by membership tier may change from time to time.

HPA does not provide medical, dental, legal, tax, or clinical services.

  1. No Clinical Control

Members retain sole and exclusive authority over all clinical decisions, patient care, and professional judgment. HPA does not supervise, direct, or control the practice of medicine or dentistry.

  1. Vendor Relationships

Access to vendors, discounts, or third‑party services is not guaranteed. Eligibility is determined by the vendor. HPA is not responsible for vendor products, pricing, performance, or outcomes.

  1. Fees & Billing

Membership fees are billed monthly based on the selected membership tier. Optional services or third‑party offerings may be billed separately.

MVP Tier: $2500.00/Monthly but HPA reserves the right to decrease price based on coupon codes built into registration(s) link 

  1. Data & Confidentiality

Members authorize HPA to receive and use non‑clinical operational, financial, and procurement data as necessary to deliver services, this may include sharing information with potential vendors that could impact practice production and efficiency and access to discounts. Any use or disclosure of protected health information (“PHI”) will comply with applicable law and may require a separate Business Associate Agreement.

  1. No Guarantees

HPA makes no guarantees regarding cost savings, revenue increases, outcomes, or performance. Results depend on multiple factors outside HPA’s control (i.e. clinical decisions, procedure mix and/or new pricing contracts, etc.)

  1. Relationship of the Parties

Nothing in these Terms creates a partnership, joint venture, agency, or fiduciary relationship as it relates to the monthly membership program.

  1. Limitation of Liability

HPA provides membership services, including the Navigator Program and MVP Program, for informational, educational, and advisory purposes only. All recommendations, referrals, insights, analyses, and suggested strategies are provided as guidance and do not constitute legal, financial, clinical, accounting, or other professional advice. The Member retains sole and exclusive authority and responsibility for all business, financial, operational, clinical, and vendor-related decisions made for their practice. HPA does not control, manage, or direct the clinical or business operations of any Member practice.

 

Member acknowledges and agrees that any decision to implement recommendations, engage vendors, modify operations, or pursue strategic changes is made independently and at Member’s sole discretion and risk. HPA shall not be liable for any direct, indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to membership services, Navigator guidance, MVP participation, vendor relationships, or any business decisions made by the Member.

 

To the fullest extent permitted by law, Member agrees that HPA’s total aggregate liability under this Agreement shall not exceed the total membership fees paid by Member to HPA in the twelve (12) months preceding the claim.

 

  1. Termination

Either party may terminate membership with thirty (30) days’ notice, subject to any applicable program‑specific terms.

  1. Governing Law

These Terms are governed by the laws of the State of Delaware.

  1. MVP Program Description & Execution Framework

The Maximum Value Practice (“MVP”) Program is a Navigator‑led strategic optimization program designed to deliver measurable operational, financial, and strategic outcomes through a structured 30 / 60 / 90‑day execution framework* (“Framework”).

The Framework converts the Navigator role into defined milestones, deliverables, and timelines while preserving the Member’s full authority over business and clinical decisions.

*All timeline implications rest on the responsiveness of (both) parties working in conjunction to meet agreed project milestones

FOUNDATION‑MVP: 30 / 60 / 90‑Day Execution Framework

PHASE 1: FIRST 30 DAYS

Objective: System Consolidation & Cost Visibility

Primary Focus:
Centralizing procurement, consolidating vendor relationships, and establishing full cost transparency.

Deliverables (By Day 30)

  1. Full Vendor Audit & Upload

The Member will provide access to all relevant vendor relationships, including but not limited to:

  • Supply vendors
  • Laboratories
  • Equipment vendors
  • Merchant processing providers
  • Software subscriptions
  • Ancillary service providers

The Navigator will coordinate the upload, categorization, and mapping of vendors within the HPA system.

Outcome:
100% vendor visibility within a centralized platform.

  1. Centralized Procurement Setup
  • Activation of HPA procurement software
  • Import of 6–12 months of purchasing history
  • Price comparison against HPA partner pricing

Outcome:
Immediate savings analysis, with typical supply cost reductions averaging approximately 20%* or more, based on historical benchmarks.

*20% is avg savings across all HPA MVP members – not a guarantee

  1. Discovery & Strategic Alignment Session

Navigator‑led session focused on:

  • Ownership goals (12–36‑month horizon)
  • Revenue and margin targets
  • Exit or transition considerations (if applicable)
  • Current operational bottlenecks and constraints

Outcome:
Draft articulation of a 12–36‑month transition and growth intent.

  1. Initial Cost‑Saving Recommendations

Navigator identifies early optimization opportunities related to:

  • Supplies
  • Merchant processing
  • Special market pricing (including clear aligners where applicable)
  • Vendor redundancies

Target Outcome:
Identification of $10,000–$30,000 in potential annual savings within the first thirty (30) days, based on opportunity analysis.

PHASE 2: DAYS 30–60

Objective: Implement High‑Impact Financial Levers

Primary Focus:
Merchant processing optimization and revenue opportunity identification.

Deliverables (By Day 60)

  1. Merchant Processing Conversion
  • Transition to an HPA‑approved merchant processor
  • Implementation of surcharge strategies where appropriate
  • Review and elimination of unnecessary equipment lease fees (if applicable)

Outcome Goal:
Annualized net financial impact typically ranging from $25,000–$40,000, based on historical performance examples.

  1. Staff Training – Procurement Software (Initial Phase)
  • Office manager and designated staff training
  • Standardized ordering workflows
  • SKU consolidation and preferred vendor protocols

Outcome:
Reduced ordering friction and improved purchasing compliance.

  1. Revenue Opportunity Identification

Navigator presents:

  • Clear aligner opportunities
  • Ancillary service expansion
  • Financing and payment optimization
  • Marketing partner alignment (if applicable)

Deliverable:
Three (3) prioritized revenue initiatives with a ninety (90)‑day implementation sequence. All initiatives must be mutually agreed upon.  The Practice has autonomy to bring on initiative or not.

PHASE 3: DAYS 60–90

Objective: Team Adoption & Strategic Roadmap Construction

Deliverables (By Day 90)

  1. Full Staff Procurement Training
  • Accountability assignments
  • Reporting cadence establishment
  • Monthly savings tracking dashboards
  • Margin improvement monitoring

Outcome:
Procurement becomes systemized rather than dependent on individual behavior.

  1. Operational Efficiency Improvements

Navigator‑led analysis and recommendations related to:

  • Vendor consolidation
  • Laboratory optimization
  • Equipment lease review
  • Workflow friction reduction
  1. 12–36‑Month Strategic Roadmap

The Navigator prepares a written strategic roadmap addressing:

  1. Financial Targets
  • EBITDA improvement objectives
  • Margin expansion strategies
  • Cost‑to‑revenue benchmarks
  1. Revenue Expansion Plan
  • Doctor dependency reduction
  • Ancillary service growth
  • Production mix optimization
  1. Transition Readiness (If Applicable)
  • Recapitalization modeling scenarios
  • Exit timing considerations
  • Associate pathway planning
  • Clean financial reporting standards
  1. Capital Allocation Strategy
  • Equipment investments
  • Technology upgrades
  • Staffing enhancements

Final Deliverable:
A formal Strategic Roadmap presentation delivered to ownership and leadership.

Navigator Scope of Work

What the Navigator Is Responsible For

  1. Strategic Guidance
    • Identifying cost‑saving opportunities
    • Sequencing implementation efforts
    • Matching the practice with appropriate ecosystem partners
    • Building a long‑term strategic roadmap
  2. Accountability
    • Regular check‑ins (more frequent initially)
    • Quarterly Roadmap Reviews (where are we)
    • KPI tracking and progress measurement
  3. Ecosystem Navigation
    • Connecting Members to vetted partners across procurement, merchant processing, marketing, HR, laboratories, equipment, and pricing strategies
    • Supporting adoption and implementation alignment
  4. Transition Preparation (If Applicable)
    • EBITDA optimization focus
    • Vendor rationalization
    • Financial clarity and value‑maximization planning

What the Navigator Is Not Responsible For

  • Managing day‑to‑day operations
  • Acting as a practice manager
  • Performing HR or payroll functions
  • Replacing legal, tax, or external consultants
  • Negotiating or executing sale or transaction terms

Navigators guide. They do not operate the business.

Members agree to adhere to all HIPAA rules and regulations as stated in the website: HHS.gov

Statement and Scope

At Health Professionals Alliance (HPA), we believe in doing the right thing—always. That means leading with integrity, treating others with respect, and acting in ways that build trust across our community. This Code of Ethics exists to support those values and guide how we all show up, both inside the organization and as part of the broader HPA member community.

This Code applies to all HPA employees, members, and affiliates, regardless of role or location. Everyone is expected to understand and follow these principles. If you ever have questions about what’s appropriate or need to report a concern, please reach out to admin@hpamembers.com.


Our Commitments

Lead with Integrity

Integrity is at the core of what we do. When faced with a difficult decision, ask yourself:

  • Is it honest?

  • Is it fair?

  • Would I be comfortable if this were public?

  • Is it legal?

If the answer to any of these is “no” or “I’m not sure,” pause and ask for guidance.


Respect One Another

We’re committed to maintaining a community that’s welcoming, safe, and inclusive. Every member of HPA—regardless of background, identity, or belief—deserves to be treated with dignity and respect.

We do not tolerate:

  • Harassment or bullying of any kind

  • Discrimination based on race, gender, identity, age, or beliefs

  • Intimidation, threats, or abusive language

  • Inappropriate jokes or offensive remarks


Create a Supportive Community

We encourage meaningful, respectful interactions—whether online or in person.

Do:

  • Be thoughtful and professional in all communications

  • Uplift others through encouragement and appreciation

  • Address concerns with kindness and clarity

  • Use inclusive and respectful language

  • Speak up if you witness misconduct

Don’t:

  • Spread rumors or gossip

  • Engage in aggressive or passive-aggressive behavior

  • Disclose private member information without consent

  • Make unsolicited sales pitches or pressure others into business deals

  • Share content that is offensive, misleading, or harmful


Community Interaction Guidelines

Our online and in-person communities are designed to connect, inspire, and support professionals. We trust our members to interact responsibly, but also reserve the right to moderate and take action if conduct doesn’t align with our standards.

Private Forums, Messaging & Events

  • Treat all community platforms as professional spaces.

  • Do not post spam, promotional content, or misleading information.

  • Do not impersonate others or share someone else’s content without permission.

  • Avoid giving clinical or legal advice unless specifically licensed and asked.

Disclaimer: HPA is not responsible for member-posted content, personal disputes, or outcomes of any business or personal engagements between members. We encourage transparency and good judgment in all interactions.


Privacy & Confidentiality

We take privacy seriously—and expect you to do the same.

  • Never share confidential business information, private member conversations, or proprietary resources without clear permission.

  • Respect the privacy of our digital community. Screenshots, recordings, or sharing private discussions outside the group is prohibited.

  • Protect sensitive data—yours and others’—and follow applicable laws regarding data use and communication.

  • Under no circumstances may members share any patient health information (PHI), protected health information, or identifying patient details within the HPA community. This includes case discussions, records, photos, or any content that could be used to identify a patient. This policy aligns with federal HIPAA regulations and is strictly enforced to protect both patients and our members.


Avoid Conflicts of Interest

When representing HPA or engaging in member discussions, avoid any personal interests that could compromise your objectivity or create confusion about your role. Be upfront if a situation could create a potential conflict.


Protect Intellectual Property

All HPA content, tools, resources, and branding are protected. Please don’t reuse, copy, or distribute HPA materials or third-party content unless you have explicit permission.


Follow the Law

This should go without saying, but we’ll say it anyway: Always comply with the law—whether that’s related to privacy, anti-discrimination, anti-corruption, or online conduct.


Report a Concern

If you see something that doesn’t feel right—whether it’s a violation of this Code, an uncomfortable interaction, or a potential breach of ethics—please speak up.

  • You can email us confidentially at admin@hpamembers.com.

  • Reports are reviewed promptly and respectfully.

  • We do not tolerate retaliation against anyone who reports a concern in good faith.


Consequences of Misconduct

Anyone who violates this Code—whether through action or inaction—may face consequences. These may include warnings, removal from community platforms, or termination of membership. Our goal is not punishment, but protection of our shared values and safe space.


Review and Revisions

This Code of Ethics & Community Standards may be updated from time to time to reflect changes in law, community needs, or HPA operations. Any revisions will be communicated clearly to members. In the event of a conflict between this Code and applicable law, the law will govern.

Mutual Confidentiality Agreement

1. Introduction: This Mutual Confidentiality Agreement (“Agreement”) is entered into as of the effective date of the user’s membership creation (“Effective Date”), by and between Health Professionals Alliance Inc., a Delaware corporation (“HPA”), and the HPA “Connect” or “Thrive” member (“Company”). Each party herein is referred to individually as a “Party” and collectively as the “Parties”. The Agreement is established to facilitate the review of HPA membership terms and benefits by the Company and the provision of services by HPA to the Company, collectively referred to as the “Purpose”.

2. Definition of Confidential Information: “Confidential Information” encompasses any oral or written information disclosed by one Party or its Representatives to the other Party or its Representatives in connection with the Purpose, before or after the Agreement’s date. This includes, but is not limited to, software, source code, data, customer information, business plans, financial information, and trade secrets. Excluded from Confidential Information are publicly available information and independently developed information not referencing the Confidential Information.

3. Use and Protection: Each Recipient Party agrees not to use or disclose the Disclosing Party’s Confidential Information for any purpose other than the Purpose. Recipient Parties must safeguard Confidential Information with at least the same degree of care they apply to their own confidential information. Disclosure to Representatives is permissible, provided they are aware of and agree to abide by the terms of this Agreement. The Recipient Party assumes responsibility for any breaches of this provision by its Representatives. Confidential Information may be disclosed to legal or governmental officials as required by law or court order.

4. Term and Return of Confidential Information: This Agreement remains effective from the Effective Date and terminates three (3) years from that date. However, termination does not affect the obligation regarding Confidential Information disclosed prior to termination, which obligation extends for three (3) years from the date of disclosure. Upon termination and at the Disclosing Party’s request, all tangible Confidential Information and copies must be returned and/or destroyed.

5. Intellectual Property Rights: No provision in this Agreement grants any rights to either Party concerning the other Party’s intellectual property. All Confidential Information remains the exclusive property of the Disclosing Party.

6. Governing Law and Dispute Resolution: This Agreement is governed by and construed in accordance with the laws of the State of Delaware. Any Dispute arising from or relating to this Agreement shall be resolved first through negotiation and, if unsuccessful, through binding arbitration administered by JAMS, with the place of arbitration being Clackamas County, Oregon. Both Parties reserve the right to seek interim relief from any court of competent jurisdiction to preserve their rights during Dispute resolution.

7. Notice of Rights Pursuant to the Defend Trade Secrets Act (“DTSA”): Parties are notified that, pursuant to the DTSA, individuals are protected from liability under Federal or State trade secret law when disclosing a trade secret in confidence to government officials or attorneys for the purpose of reporting or investigating a suspected violation of law. Individuals may also disclose trade secrets in court proceedings related to retaliation claims, provided certain conditions are met.

Professional Website Policy & Data Usage

Website Address:
For access to our services and information, please visit our website: www.portal.hpamembers.com.

Contact Information:
Should you need to reach out to us for any inquiries or assistance, please use the following link: Contact Us.

Portal Access:
Our password-protected portal can be accessed through the following address: https://portal.hpamembers.com.

Comments: When leaving comments on our site, we collect necessary data provided in the comments form, along with the visitor’s IP address and browser user agent string for spam detection purposes.

Media: If you upload images on our website, please ensure that they do not contain embedded location data (EXIF GPS) to prevent extraction of location information by visitors.

Cookies: For your convenience, we may use cookies to save your name, email address, and website when you leave a comment on our site. These cookies will last for one year or longer.

Embedded Content: Articles on our site may contain embedded content (e.g., videos, images) from other websites, which behaves similarly to visiting those external sites directly.

Data Sharing: We may share your information with third parties to enhance our services, such as vendors within our Group Purchasing Offerings or payment gateways for membership fee collection. However, we do not sell your information to third parties.

Data Retention: Comments and their metadata are retained indefinitely to facilitate automatic approval of follow-up comments. User registration data is stored for as long as the account exists.

User Rights: As a user, you can request an exported file of your personal data or request deletion of your data stored on our site, except for any data we are required to retain for administrative, legal, or security purposes.

Automated Spam Detection: Visitor comments may be screened through automated spam detection services.

Collection and Use of Personal Data: During the signup process and basic activities such as purchases and logins, we collect information such as email addresses to manage accounts, send notifications, and personalize user experiences.

Team Access: Members of our team, particularly site Owner/Administrators, have access to user-provided information and order details for account management and customer support purposes.

Payments: We offer payment processing through reputable vendors such as PayPal, Stripe, and Authorize.net. When processing payments, relevant data may be passed to these vendors to support transaction processing securely.