Integration Plan

Ojala Healthcare Group 100-Day Integration Plan

Our systematic approach to integrating newly acquired infusion therapy centers

Integration Philosophy

At Ojala Healthcare Group, we’ve developed a proprietary 100-day integration methodology that balances rapid value capture with thoughtful cultural integration. Our approach focuses on implementing operational improvements while preserving the clinical excellence and local relationships that made each acquisition target successful.

1
Initial
Pre-Close
2
Days
1–30
3
Days
31 - 60
4
Days
61 - 100
5
Ongoing
Success

Phase 1: Pre-Close Preparation

Due Diligence Completion

Finalize financial, operational, clinical, and legal due diligence. Identify key risks and opportunities for the integration plan.

Day 1 Planning

Develop detailed Day 1 checklist covering legal, operational, communication, and IT requirements for seamless transition.

Integration Team Formation

Assemble cross-functional integration team with representatives from operations, finance, clinical, HR, and IT. Assign integration lead.

Communication Strategy

Prepare communication plans for employees, patients, referral sources, payors, and vendors to ensure consistent messaging.

Phase 2: Immediate Integration

Day 1 Execution

Implement Day 1 plan including employee meetings, system access transfers, banking changes, and initial branding updates.

Clinical Assessment

Review clinical protocols, quality metrics, and patient satisfaction data. Identify opportunities for standardization.

Financial Integration

Implement financial reporting protocols, establish cash management procedures, and integrate accounting systems.

Staff Engagement

Conduct one-on-one meetings with key staff, implement retention plans for critical employees, and begin cultural integration.

Phase 3: Operational Alignment

Revenue Cycle Optimization

Implement standardized billing practices, review payor contracts, and identify opportunities for reimbursement improvement.

IT Systems Integration

Begin migration to platform EMR and practice management systems. Implement standardized reporting dashboards.

Supply Chain Integration

Transition to platform purchasing agreements, implement inventory management system, and standardize formulary.

Clinical Protocol Standardization

Implement platform clinical protocols while preserving appropriate local customization. Begin staff training on standard procedures.

Phase 4: Value Capture

Synergy Implementation

Execute identified cost-saving opportunities including administrative consolidation, vendor contract renegotiation, and operational efficiencies.

Performance Metrics

Establish KPI tracking system with regular reporting cadence. Implement performance improvement plans for underperforming areas.

Growth Initiatives

Implement referral source management program, expand service offerings, and develop marketing initiatives to drive organic growth.

Integration Assessment

Conduct comprehensive review of integration progress, identify remaining gaps, and develop plan for ongoing optimization.

Phase 5: Ongoing Optimization

Continuous Improvement

Implement ongoing operational excellence program with regular performance reviews and improvement initiatives.

Leadership Development

Implement leadership training and development programs to build bench strength and support future growth.

Best Practice Sharing

Establish platform-wide forums for sharing clinical and operational best practices across all locations.

Strategic Planning

Incorporate acquired center into platform strategic planning process and long-term growth initiatives.

Integration Performance Metrics

Average EBITDA Improvement

15-20%

Within First 12 Months

Revenue Cycle Improvement

10-15%

Collection Rate Increase

Supply Cost Reduction

8-12%

Through Group Purchasing

Staff Retention

90%+

Of Key Clinical Staff

Integration Success Factors

Our integration approach is built on these key principles:

  • Clear Accountability: Dedicated integration lead with executive sponsorship
  • Balanced Focus: Equal emphasis on financial performance and clinical quality
  • Transparent Communication: Regular updates to all stakeholders throughout the process
  • Respect for Legacy: Preserving the elements that made each center successful
  • Data-Driven Decisions: Using metrics to guide integration priorities and track progress

Phase 1: Pre-Close Preparation

Due Diligence Completion

Finalize financial, operational, clinical, and legal due diligence. Identify key risks and opportunities for the integration plan.

Day 1 Planning

Develop detailed Day 1 checklist covering legal, operational, communication, and IT requirements for seamless transition.

Integration Team Formation

Assemble cross-functional integration team with representatives from operations, finance, clinical, HR, and IT. Assign integration lead.

Communication Strategy

Prepare communication plans for employees, patients, referral sources, payors, and vendors to ensure consistent messaging.

Phase 2: Immediate Integration

Day 1 Execution

Implement Day 1 plan including employee meetings, system access transfers, banking changes, and initial branding updates.

Clinical Assessment

Review clinical protocols, quality metrics, and patient satisfaction data. Identify opportunities for standardization.

Financial Integration

Implement financial reporting protocols, establish cash management procedures, and integrate accounting systems.

Staff Engagement

Conduct one-on-one meetings with key staff, implement retention plans for critical employees, and begin cultural integration.

Phase 3: Operational Alignment

Revenue Cycle Optimization

Implement standardized billing practices, review payor contracts, and identify opportunities for reimbursement improvement.

IT Systems Integration

Begin migration to platform EMR and practice management systems. Implement standardized reporting dashboards.

Supply Chain Integration

Transition to platform purchasing agreements, implement inventory management system, and standardize formulary.

Clinical Protocol Standardization

Implement platform clinical protocols while preserving appropriate local customization. Begin staff training on standard procedures.

Phase 4: Value Capture

Synergy Implementation

Execute identified cost-saving opportunities including administrative consolidation, vendor contract renegotiation, and operational efficiencies.

Performance Metrics

Establish KPI tracking system with regular reporting cadence. Implement performance improvement plans for underperforming areas.

Growth Initiatives

Implement referral source management program, expand service offerings, and develop marketing initiatives to drive organic growth.

Integration Assessment

Conduct comprehensive review of integration progress, identify remaining gaps, and develop plan for ongoing optimization.

Phase 5: Ongoing Optimization

Continuous Improvement

Implement ongoing operational excellence program with regular performance reviews and improvement initiatives.

Leadership Development

Implement leadership training and development programs to build bench strength and support future growth.

Best Practice Sharing

Establish platform-wide forums for sharing clinical and operational best practices across all locations.

Strategic Planning

Incorporate acquired center into platform strategic planning process and long-term growth initiatives.

Integration Performance Metrics

Average EBITDA Improvement

15-20%

Within First 12 Months

Revenue Cycle Improvement

10-15%

Collection Rate Increase

Supply Cost Reduction

8-12%

Through Group Purchasing

Staff Retention

90%+

Of Key Clinical Staff

Integration Success Factors

Our integration approach is built on these key principles:

  • Clear Accountability: Dedicated integration lead with executive sponsorship
  • Balanced Focus: Equal emphasis on financial performance and clinical quality
  • Transparent Communication: Regular updates to all stakeholders throughout the process
  • Respect for Legacy: Preserving the elements that made each center successful
  • Data-Driven Decisions: Using metrics to guide integration priorities and track progress
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