Consulting Services
Comprehensive & Tailored SMA Implementation
SMA Catalyst offers a range of services designed to meet healthcare organizations at every stage of their Shared Medical Appointment (SMA) journey.
Whether you're exploring SMA for the first time, ready to launch your first SMA, or looking to optimize and scale existing SMA, there is a consulting service package that fits your needs. Dr. Jacob Mirsky leverages 7+ years of experience to help clients navigate the various steps of SMA implementation - from brainstorming to process improvement to scaling - and everything in between. Client success stems from Dr. Mirsky’s experience leading the largest Lifestyle Medicine SMA program in the country at Massachusetts General Hospital / Harvard Medical School and consulting with over 20 client organizations and companies since 2022.
5 Unique Consulting Services
1. SMA IMPLEMENTATION PLAN
3 months | Virtual Meetings + Written Deliverables
For organizations exploring or planning their first SMA, which can include:
Initial Assessment
Comprehensive practice evaluation
Patient population analysis
Provider and staff readiness assessment
Preliminary feasibility study
Identification of ideal SMA candidates
Custom Implementation Roadmap
Detailed 90-day implementation timeline
Resource requirements and budget planning
Success metrics and KPIs
Billing & Compliance Guidance
Documentation requirements review
Revenue projection modeling
Written Deliverables:
Implementation roadmap (detailed project plan)
2. SMA EXPANSION SUPPORT
3 months | Virtual Meetings + Written Deliverables
For organizations with existing SMA ready to expand, which can include:
Workflow Optimization
Current SMA operations review and recommendations
Detailed visit structure and improvements
Patient identification and outreach strategies
Billing and reimbursement optimization to maximize revenue
Staff Training
Live provider training sessions (in-person or virtual)
Group facilitation best practices
Expansion Planning
Identification of new and/or expanded SMA opportunities
Specialty-specific adaptations
Financial modeling for sustainable growth
Ongoing Consulting Retainer (Optional)
4. HALF-DAY CHARRETTE
For organizations with individualized SMA service needs, which can include:
Intensive workshop to develop a vision for SMA
Executive summary document with strategic “next steps” for development, implementation, and scaling
5. CLINICAL ADVISOR
For organizations with individualized SMA service needs, which can include:
Guidance on clinical, operational, and administrative strategy for company success
Support of business development plans and revenue modeling
3. CUSTOM SOLUTIONS FOR EVERY NEED
For organizations with individualized SMA service needs, which can include:
SMA Readiness Assessment - "Not sure if SMA is right for you? Get a focused evaluation."
Staff Training Only - "Have your plan but need expert training?"
Program Troubleshooting - "SMA programming not performing as expected?"
Client Testimonials
Lifestyle Medicine Consulting LLC + SMA Catalyst
Health System
“Dr. Mirsky provides tremendous value to teams seeking to implement group medical visits. He is incredibly thoughtful and thorough in his approach. He translates his knowledge and skills into actionable insights for clinical teams. We are so grateful for the support he provided to us!”
Kristi Artz MD, FACLM, CCMS
Vice President, University Hospitals Connor Whole Health (2025)
Specialty Practice
“Dr. Mirsky took the time to understand our program structure and goals to help us create a shared medical appointment (SMA) workflow that meets our unique needs. He shared his expertise while maintaining curiosity so we could create our optimal strategy. His approach was comprehensive, from high level strategy to specific workflow details, including advertising, scheduling, check-in, follow-up, etc. He also modeled what an ideal SMA should look like from a patient perspective. I highly recommend Dr. Mirsky to anyone looking to start an SMA program.”
Steven Borer MD
Medical Director, Lifestyle Medicine Program, Hartford HealthCare Heart & Vascular Institute (2024)
Solo Practice
“Dr. Mirsky has an incredibly organized, brilliant mind that lends itself to an uncanny ability to problem solve and integrate. He laid out a logic path for implementation of lifestyle medicine focused shared visits. He has a rare offering in a rare niche. If you are reading this, congratulations on finding him.”
Ryan Zaklin MD
Owner, ECS Wellness (2024)
Digital Health Startup
“What I appreciate most about working with [Dr. Jacob Mirsky] is the incredible depth of knowledge and expertise [he] brings to SMA (Shared Medical Appointment) design and implementation. Dr. Mirsky's insights into best practices have been invaluable, providing us with practical and effective strategies tailored to our specific needs. His extensive understanding of lifestyle medicine has significantly enriched our approach to patient care. I have been particularly impressed by Dr. Mirsky's dedication and commitment to our venture. He is always focused during meetings, ensuring we stayed on track and made meaningful progress. His responsiveness and prompt follow-up has also made collaboration seamless and productive. Overall, it has been a truly rewarding experience working with such a knowledgeable and committed collaborator.”
Simin Lee MD MBA
Co-Founder and CEO, Systole Health (2024)
The SMA Catalyst Approach: Partnership, Not Just Consulting
Successful SMA implementation requires more than just knowledge — it requires partnership. Here's what that means:
Exclusive Focus on SMA
Start Where You Are
Build on Your Strengths
Focus on Practical Implementation
Measure What Matters
Stay With You
SMA are complex enough that true expertise requires focused dedication. Successful SMA implementation touches clinical care, operations, billing, compliance, staff dynamics, and patient engagement. Organizations that treat SMA as just another service offering often struggle because they lack depth in one or more of these areas. By focusing exclusively on SMA, SMA Catalyst provides deep expertise in every aspect of implementation. Dr. Mirsky knows the common pitfalls, the billing nuances, the staff concerns, and the patient recruitment strategies that work. When you work with SMA Catalyst, you're getting specialist-level expertise, not generalist advice.
Every organization is different. Dr. Mirsky assesses your unique situation, constraints, and opportunities before recommending any approach.
Your team knows your patients and community. Dr. Mirsky bring SMA expertise; you bring practice knowledge. Together, we create something customized and sustainable.
Theory is easy; execution is hard. Dr. Mirsky provides step-by-step guidance, templates, training, and hands-on support to ensure successful launch.
Success isn't just launching an SMA — it's creating a program that improves access, enhances care quality, satisfies patients, and brings joy back to providers.
SMA Catalyst is here to help you optimize, troubleshoot, and grow your SMA program for long-term success.
Clients
DUKE
HEALTH
Is SMA Catalyst Right For Your Organization?
Best for healthcare organizations that:
Are committed to improving patient access and care quality
Want to reduce provider burnout through innovative care models
Are willing to invest time and resources in implementation
Value expert guidance and partnership
Are ready to try something new (even if it feels uncertain)
Especially well-suited for:
Primary care practices (family medicine and internal medicine)
Specialty practices with chronic disease populations
Health systems planning multi-site programs
Individual providers or small groups launching their first SMA
Organizations that have tried SMA before but struggled
It might not be the best fit if:
You're looking for a quick-fix solution
You're not willing to invest in proper training and setup
You want to implement SMA without stakeholder buy-in
You need immediate results (proper implementation takes 90 days+)