Beyond the Exam Room (BTER®) is a combination of online training modules and in-person or live-streamed discussion based events with live faculty, designed to empower physicians to build the best possible careers and lives for themselves. From reading employment contracts to planning for retirement, our courses teach essential skills relating to financial planning, practice management and leadership that physicians aren’t taught in school, but need to know.

The first part of the BTER curriculum is our twelve modules that train doctors to be successful in different aspects of their careers. Each module is 30-75 minutes in length and the modules are accredited by the University of Louisville for 1 CME credit each. Contact us for pricing information.

The second essential part of the BTER® curriculum is live faculty engagement which consists of either in-person courses with our BTER® faculty or online webinars. Both the online modules, combined with one of the faculty engagement sessions, are what make the Beyond the Exam Room curriculum better and different from other courses. The online modules serve as the textbook that we want you to review before coming to one of the faculty-led sessions. If you are a resident or fellow, please contact us so that we can make arrangements through your fellowship or residency program in order to give you access. If you are a practicing physician, please click on our log-in button and you will be directed to our Physician CME site. Live course registration pricing is based on individual events, so please see our schedule for more details.

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Our modules cover a diverse range of topics, from choosing the right type of practice to understanding trends in medicine as they evolve. Physicians and future-physicians can choose whichever modules they feel are most relevant to them. We recommend that new Physicians, Residents and Medical Students follow the modules in order.


Module 1: Professional Life Cycle & Practice Options -

Defines various practice types; helps identify and assess personal and professional priorities to assist in framing the decision parameters regarding a career in medicine.

Module 2: Economic Fundamentals of Healthcare -

Provides an overview of the U.S. healthcare system; introduces core business fundamentals of a practice environment and the management issues that may be encountered.

Module 3: Contracts -

Assists in understanding the fundamentals of a contract’s structure; the types of contracts that may be encountered and the language contained within; and provides a reference for contract negotiations.

Module 4: Insurance -

Familiarizes the physician with different insurance types and terminology; discusses the insurance coverage required for different practice types; and identifies a process for negotiating premiums for both personal and practice coverage.

Module 5: Starting a Practice -

Details the core activities the physician will encounter and the tasks associated with starting a new practice vs. joining an existing practice; describes the factors involved in assembling a quality advisory team. 

Module 6: Joining a Practice -

Identifies the kinds of practice information and data that a physician should collect in order to perform a fiscal evaluation of a potential practice; discusses the sources of this information and data; and the means to analyze and employ it in negotiating a contract.

Module 7: Generating Revenue -

Provides the physician with a basic understanding of reimbursement and payment structures; identifies revenue generating options for a medical practice; reviews various financial reports.

Module 8: Maintaining a Practice -

Assists a physician in understanding the vital performance and practice management metrics relative to his or her practice; the frequency with which the information should be collected; the methods by which it should be analyzed; and the application of the analysis to help improve practice performance. 

Module 9: Advanced Concepts -

Probes the intricacies of contracts and insurance from the practice’s viewpoint, delving into the Human Resource aspects of practice management.

Module 10: Physician Leadership -


Module 11: Evolving Trends in Healthcare -

Explores the current aspects of healthcare legislation and its effects on practices of all types.

Module 12: Personal Finance -

Divided into two time horizons – residency to debt-balanced (Personal Finance) and debt-balanced to retirement (Wealth Management). Physicians are taught about credit ratings, taxes and basic investment principles and are given strategies for planning and managing their income; understanding the complexities of investing; researching and identifying appropriate professional assistance; and how to be an active participant in the decisions made regarding the management of their asset portfolio.