Kentucky Doc Winter 2020

winter 2020 • volume 11 • issue 4

Physician Shortage Sparks Long-Term Expansion Plan

UNIVERSITY OF KENTUCKY COLLEGE OF MEDICINE CAMPUS EXPANSION INITIATIVE

COMPASSION Walking the Path with the Patient Susanne Arnold MD

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CONTENTS KentuckyDoc Editorial Board Wants YOU! PAGE 5 PROFILE IN COMPASSION Susanne Arnold MD PAGE 8 PHYSICIAN HEALTH AND WELLBEING The HOPE Note PAGE 12 Priorities for Physicians in 2020 PAGE 14 FROM THE COVER Physician Shortage Sparks Long-Term Expansion Plan: University of Kentucky College of Medicine PAGE 16 University of Kentucky Salvation Army Clinic PAGE 18

FROMTHEEDITOR • WINTER 2020

COMMUNITY NEWS PAGE 24 PET HEALTH PAGE 26 FINANCES New Year, New (Financial) You! PAGE 29

EDITORIAL

BOARD MEMBERS Robert P. Granacher Jr., MD, MBA editor of Kentucky Doc Magazine Tuyen Tran, MD John Patterson, MD Thomas Waid, MD

STAFF Brian Lord Publisher David Bryan Blondell Independent Sales Representative Jennifer Lord Customer Relations Specialist Barry Lord Sales Representative Anastassia Zikkos Sales Representative Kim Wade Sales Representative Janet Roy Graphic Designer Purple Patch Innovations Website & Social Media

Robert P. Granacher Jr., MD, MBA, Editor-in-Chief, Kentucky Doc Magazine

Welcome from the editor-inchief of the winter edition of KentuckyDoc magazine. This edition focuses upon the physician shortage in Kentucky and the dramatic changes recently at the University of Kentucky College of medicine in the service of increasing opportunities for young people to become physicians and thereby increase physician supply in our state. Dean DiPaola and Vice Dean Griffith provided their staff support to provide the LMS Editorial Board with a short review of their progress to date to expand the UKCOM to its current 800 medical students in training on 4 Kentucky campuses: UK Lexington, WKU Bowling Green, NKU Northern Kentucky and MSU Morehead. The cover of this winter edition displays students at the UK-WKU campus. Page 17 displays UKCOM students and facilities in ascending order: WKU, MSU, students in training at WKU and a ribbon cutting ceremony at NKU. The winter edition begins with LMS Past President Tuyen Tran, MD asking physicians at large to step forward and keep KentuckyDoc healthy. We need writers and Editorial Board members. Please review his message. Next is LMS member John Patterson, MD’s offerings.

John provides two articles: The first is his Profile in Compassion of Lexington oncologist Susanne Arnold, MD. John’s second is an article about Physician Health and Wellbeing, presented by profiling family physician Wayne Jonas, MD of Georgetown who has developed a HOPE note, an analog of the well known SOAP note.

Following Dr. Patterson is the missive by current KMA President R. Brent Wright, MD. Brent shares the KMA General Assembly list of legislative priorities for 2020. Starting at page 16 (See this year’s photo of UKCOM’s entering class at the header of the article.) is the UK College of Medicine article reviewing

the tremendous statewide strides that UKCOM has made to educate more Kentucky physicians.

Next is Appleman and Kai’s profile of the unique UK Salvation Army acute care clinic, staffed and managed by 22, 2nd year UK medical students.

We finish this winter edition with David Blondell’s portrayal of “Uptown Hounds”, a luxury daycare resort for your favorite dog, followed by our Business Section offering by Karen McIntyre of AIF® Unified Trust. Karen provides useful advice for the busy physician’s organization of a new year financial review and planning. I hope all our physicians share a prosperous and rewarding year. Don’t forget the LMS dinner meeting for Presidential transition January 14, 2020 and the LMS Physician Wellness Program at 1-800-350-6438.

Happy New Year to all, — Bob

Mailed to 100% of physicians licensed in Fayette County. Mailed to 75% of doctor office managers & other decision makers in Fayette County Practices. For advertising rates and to find out how to get your article published, please call

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© Copyright Kentucky Doc Magazine 2020. All rights reserved. Any reproduction of the material in this magazine in whole or in part without written prior consent is prohibited. Articles and other material in this magazine are not necessarily the views of Kentucky Doc Magazine. Kentucky Doc Magazine reserves the right to publish and edit, or not publish any material that is sent. Kentucky Doc Magazine will not knowingly publish any advertisement which is illegal or misleading to its readers. Kentucky Doc Magazine is a proud product of Rock Point Publishing.

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KentuckyDoc Editorial Board

Wants YOU!

I believe that most of us feel very satisfied, rewarded, with our choice to become a doctor. Whether you are a psychiatrist, primary care, emergency doctor, or surgeon, your everyday work and interventions save lives.

By Tuyen T. Tran, MD, MBA Each of us can probably remember the first time we experienced that indescribable warm and fuzzy feeling inside after a healing intervention. Remember how elated you felt when a patient or family member sincerely said, “Thank you?” It’s hard for me to imagine a greater reward. It’s an incredible feeling and few other professions can claim such rewards.

Many of us responded to the call of medicine because we wanted to make a difference. How each of us chose to implement that difference varied depending upon our background and experiences.

That is, we each chose a specialty in

medicine to help patients in the best way that we could. Because of you, many people will have a 2nd chance at life. You definitely made a difference in your patients’ lives.

But, why stop with offering your expertise and experiences to patients? You can tremendously impact the futures of many of your colleagues! Impart your wisdom to prevent other doctors from making career mistakes or more importantly, provide guidance to other doctors who want to achieve success! You have made a difference to many patients’ lives. Expand your reach to make a difference to other doctors.

For example, I was very content with my life prior to my involvement with the Lexington Medical Society (LMS) and

Kentucky Medical Association (KMA). I had a daytime job working at the Lexington VA (ED and hospitalist) and I established a private practice treating opioid addiction.

Dr. Dale Toney, a very influential person in my life, recruited me to join the Lexington Medical Society. (He also recruited me to join the UK IRB.) The LMS will provide you with tremendous opportunities to network and expose you to the world of organized medicine where you can choose to make a difference. Dr. David Bensema, another very influential person in my life, generously offered to mentor me through this very complex world we call politics/ legislation. If you want to make a difference, you need to understand the rules. I can continue for pages listing multiple people who have made a difference in my life, but I will spare you the misery except to summarize that each and every person I have had the privilege to meet at LMS and KMA have been tremendous leaders who served their patients, communities, and fellow physicians. Without hesitation, I can attest that each of these leaders made a difference in my life and many Kentuckians.

We have busy lives. It’s a struggle to juggle our many responsibilities and simultaneously balance work, family and life.

Time becomes a very scarce commodity.

BOARD Continued on Page 7

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Are you between the age of 45-75?

GOOD

COLON CANCER SCREENING SAVES LIVES

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BOARD continued from Page 5

And, there are so many priorities vying for that precious time.

You may not have time to commit to the Kentucky Medical Association and/or Lexington Medical Society, but you can support your colleagues by becoming a KMA and/or LMS member. Other colleagues may have more time to commit; but, these people want/need your support. You may not have time to mentor a younger colleague, but you most definitely have valuable wisdom to share. Each and everyone of you have gained tremendous insight after many years of practicing medicine.

Please share. Make a difference in your colleagues’ lives.

The Kentucky Doc magazine was created specifically for Kentucky doctors. The magazine’s contributors and editors are Kentucky doctors.

Most of the editors are members of the Lexington Medical

Society. We want to write Uninsured or articles that interest you! Please Uninsured or Age 45-7 communicate with us! Tell us undersinsured under 45 may Underinsured Age what you want45-75 to read. We want Uninsured: No public/private insurance to shareunder stories you and 45 about may qualify Uninsured: Undersinsured: High deductible plan your accomplishments.

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Kentucky

PROFILE IN COMPASSION

Susanne Arnold MD “My Calling is to Walk the Path with the Patient”

By John A. Patterson, MD, MSPH, FAAFP Susanne Arnold MD is a medical oncologist at UK’s Markey Cancer Center.

Growing up, her father was a well known Alzheimer’s researcher, neurologist, neuropathologist and Director of the Sanders Brown Center on Aging for over 25 years – William Markesbery.

She says “I identified with his calling. He was the complete package.

I’ve always aspired to be like my Dad. He never stopped working. I get William Markesbery my work ethic from him.

As 7th and 8th generation Kentuckians, we were both committed to serving the people of Kentucky to the best of our ability.”

Deciding to be a doctor “My undergraduate major at Brown University was educational philosophy but I took science classes in case I later decided to go into medicine. After college, I took 3 years off to examine my motivations. I was a bartender in Lexington and at Keeneland.

Strangely enough, bartending is really good training for being a doctor. You hear peoples’ problems- including addiction. You learn how to listen and how to deal with every kind of person. In the end, I decided that I was meant to be a physician.”

“Once I got into medical school, I used my married name so I could fly under the radar and not be given special treatment because of who my father was.

It was funny though to have him teach my neuropathology course.”

Why oncology?

“In medical school and my internal medicine residency I was drawn to the field of oncology. It has the wonderful fusion of the most cutting edge science and the ability to care for people going through something very serious. I didn’t want to shy away from difficult situations and the possibility of death. I wanted to be there and to provide hope whenever possible.”

“I really knew I wanted to be an oncologist in my 3rd year of medical school.

My senior resident, Scott Pierce, had to give a terminal diagnosis to a patient at the bedside. He did it in such a grace-filled and kind way, while also being very truthful.

That was the turning point for me. I thought ‘this is my area- this is where I need to be. I want to be sitting at the bedside and helping these people deal with and cope with a terminal diagnosis if necessary.’ I could see my personality fitting really well with that niche of medicine. It just felt right.”

Especially, why oncology knowing many of your patients will die-many of them young?

“I feel like I have a dual role- to provide the very best science and medical treatment but also to provide a relationship with the patient. I don’t think I could do science without the bedside part. I don’t like that they have cancer but I like being able to articulate for them what’s going on truthfully, show them we have a plan and show them we care, even if that plan is palliative care at the end of life. There is great fulfillment in the doctor-patient relationship in oncology. You put yourself out there. It’s painful to lose people you care about but you gain so much. There is a spiritual quality to this work. And I know how I would want to be treated if I ever have the diagnosis of cancer. I tell patients I care about them. I tell them I love them. I also try to understand what their fears are. Most people are more afraid of the suffering than they are of dying- or afraid of what their family is having to go through. I try to keep hope alive- either hope of a cure or hope of living until a special event or hope of a good death.”

“I have always felt that it was my calling to walk the path with each patient. I want to be there for them, even to the point of death if necessary, and to be honest during our relationship so they know they can trust me.

I want to support them and provide the best treatment and care as long as they need me.”

Have you ever felt burned out?

“Burnout is a real challenge for all of us in oncology. I probably suffer chronic burnout like most oncologists. If the people I serve weren’t so heroic, it would be so much more difficult. But they are facing the challenges

of their lives and being so brave and that motivates me. My stressors are small compared to what they are going through.”

What are your go-to stress relievers?

“Time with my family. My husband Mike is my rock and my sons, John and Henry, are the greatest achievements of my life. I have hobbies I love- walks, cooking, travel, reading and genealogy. I know my limits and I try not to go over those limits. But vacations always give me time to recharge.”

What does it mean to you to be a physician?

“It is a complete honor to share such a poignant and intimate time with people who are facing cancer. I am always humbled by how much these brave people give to me. It is a gift to be involved with people at this point in their lives and to be able to help them. Being an oncologist can be really hard, but I have been enriched so much by those around me. The science is also beginning to unlock the secrets of why cancer happens, so I feel I am at the edge of the time when we cure cancer. That is really exciting.”

Describe your personal mission, what makes you tick and inspires you.

“Walking the path with those suffering from cancer, being truthful with them and giving them my very best effort in treating their cancer - creatively and compassionately. I try to be compassionate but I also want to be the hardest worker in the building. Work ethic is really important to me. I really enjoy putting in time to make a good product, whether it’s a protocol, a grant, creating training materials or checking patient test results. I’m proud of my work ethic but in the end, if I can’t relate to the patient, I am not being a good doctor. I always want to be real with the patient, listen to their priorities and give 110%. I also really want to do my very best. Not compared to others but just based in my own internal expectations.”

ARNOLD Continued on Page 11

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ARNOLD continued from Page 8

How can we help our colleagues, residents and students navigate these stressful times in medicine and society?

“I think the next generation has a better handle on work-life balance. They get more sleep. Their decision-making and thought clarity benefit from this balance.

Nevertheless, I still believe that the long hours and staying up late- some of the very things that contribute to burnout- are critical to understanding the patient and being thorough. I balance the burnout with the positive reinforcement I get from patients and staff and realize this is a commitment I’ve made to this profession. It’s not just a job I clock in and out of. I respect people that have better work-life balance than I do and I’m grateful my family loves me even with my long hours. But I don’t have a better solution for burnout than my professional commitmentsomething I modeled from my father.”

“Oncology can be stressful but it can also be very enriching. You have to look for those moments where you’re being given a gift from the patient and allow that to sustain you. You walk into a room and see a person you’ve never met before. They tell you intimate details of their lives, you examine their body, you learn where their mind and heart are and how they are going to mobilize the courage to cope with a crisis and you get all of that without question.

They just accept that relationship. It has always seemed like a miracle to me. It’s very humbling.

It makes me glad to be able to get up in the morning, put both feet on the floor, be able to walk and be able to do normal things like swallow water. Some of my patients can’t do any of those things. I just am grateful. You also have to not be afraid to give to others even when you know it could be painful. Losing the patient can be heartbreaking but being in a relationship with them on their path can also be amazingly profound and fulfilling in a way that I never expected when I began in oncology. So I would say don’t be afraid to give of yourself because you will likely receive more than you expected and that will sustain you.”

Working with Susanne Arnold.

Rebecca Heichelbech RN has been Susanne’s clinic nurse for three years and says “I can’t imagine doing any other job.

She’s probably my best friend. Nurses have a sisterhood and she’s definitely part of that sisterhood. She’s amazing. I call her Dr. Arnold even though she asks me to call her Susanne.

She jokes and calls me Nurse Heichelbech.

When our patients and their children are hungry from long travel and waiting, she gets them food. She can be reached about her patients essentially 24/7.”

Patty Hughes DNP is UK HealthCare assistant chief nursing executive and says “The thing that stands out most is her genuine concern and compassion not just for the patients she treats but for the people she works

with. She wants the work environment to be a positive one that people enjoy being in. She is an advocate for the nursing staff whenever she can fill that role.”

Reema Patel MD worked with Susanne as an oncology fellow 2 years ago and is now a colleague. She says “Dr. Arnold is a mentor and inspiration who brings not only state of the art care to patients but also immense compassion and understanding. If I am half the oncologist and human being that she is, I will consider myself successful” Joseph Valentino MD, otolaryngologist and UK head and neck surgeon says, “You could not have picked a finer physician than Dr. Arnold. She is a profile in compassion. She has always had her patients as the central focus of her attention. She goes well beyond expectations to be sure they get the best care possible. Health care for cancer patients in and of itself is highly complex. Treating patients in this financially challenged state of Kentucky involves working through overly complex, underfunded, healthcare systems and broken social systems. Susanne Arnold has dedicated her life to providing the highest quality of cancer care for her patients. Her high standards require extensive extra efforts to hurdle impediments to the delivery of that care.”

Lowell Anthony MD is chief of medical oncology at Markey and says, “Dr. Arnold is

the ‘physician’s physician’. She is a role model for us all as she sets a high standard. Her ability to multi-task, bring clarity to a complex problem and calm those who are anxious, is phenomenal. Dr. Arnold not only impacts the lives of those around her, but also shapes how research is conducted.”

When you and I receive our own grim diagnosis, I hope we have a physician like Susanne Arnold walk that path with us.

About the Author Dr. Patterson chairs the Lexington Medical Society’s Physician Wellness Commission, is past president of the Kentucky Academy of Family Physicians, is board certified in family medicine and integrative holistic medicine and is a certified Physician Coach. He teaches Mindfulness-Based Stress Reduction for the UK Health and Wellness Program and Saybrook College of Integrative Medicine and Health Sciences (Pasadena) and is senior faculty for the Center for Mind Body Medicine (Washington DC). He owns Mind Body Studio in Lexington, where he offers integrative mind-body medicine consultations and classes, specializing in stress-related chronic conditions and burnout prevention for health professionals.

He can be reached through his website at www. mindbodystudio.org

"Oncology can be stressful but it can also be very enriching. You have to look for those moments where you’re being given a gift from the patient and allow that to sustain you." —Susanne Arnold MD

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Kentucky

PHYSICIAN HEALTH AND WELLBEING

The HOPE Note Healing Oriented Practices and Environments

By John A. Patterson MD, MSPH, FAAFP Wayne Jonas MD is clinical professor of family medicine, Georgetown University, retired Lt. Colonel United States Army Medical Corps and a complementary medicine researcher.

He previously served as Director of the Office of Alternative Medicine at NIH, which is now called the National Center for Complementary and Integrative Health.

He has recently proposed the HOPE note (Healing Oriented Practices and Environments) as a clinical tool to help physicians add integrative health care to a routine office visit.

Social determinants of health The conditions in which people are born, grow, live, work and age are increasingly recognized as assets or barriers to living a healthy life. These conditions include socioeconomic status, education, neighborhood and physical environment, employment, and social support networks, as well as access to health care. Our use of the HOPE note can reveal unexpected information about our patients that can dramatically affect our perception of their health-related challenges as well as their resources. We may see more clearly into the reasons they fail to adhere to our treatment plans. We may also be inspired by their ability to simply survive under adverse circumstances.

The patient who has the disease Over 100 years ago, William Osler’s The Principles and Practice of Medicine contained the often-quoted, “It is much more important to know what sort of a patient has a disease than to know what kind of a disease a patient has.” Jonas’ HOPE note helps physicians know more about who their patient is and provide better disease prevention and management, specifically integrating safe and effective complementary approaches with conventional medicine.

The imperative of chronic disease management Chronic conditions are a growing concern as the aging population and lifestyle factors combine to increase treatment costs and overall health care utilization.

More than half of the U.S. population have at least one chronic condition, such as hypertension, diabetes, obesity, heart disease, hyperlipidemia, chronic back pain, anxiety, depression and arthritis. Risk factors for these so-called “diseases of affluence” include personal lifestyles and societal conditions such as poverty and the physical environment of one’s home, work, school and health care facility. These conditions can be helped by health education and lifestyle approaches including physical activity, healthpromoting nutrition, emotional well-being and complementary mind-body approaches such as massage therapy, skilled relaxation, imagery, journaling, meditation, yoga therapy, social support, restful sleep and mindfulnessbased stress reduction.

"It is much more important to know what sort of a patient has a disease than to know what kind of a disease a patient has."

– William Osler’s The Principles and Practice of Medicine

Doctor-Teacher The word “doctor” is derived from the Latin, docco, which means “to teach.” Our health care system is incorporating more health and wellness education addressing the whole person- physical, mental, emotional, social, environment and spiritual. And like any good teacher, physicians are more effective as teachers and healers if they are living the healthy lifestyle they are prescribing. As complementary approaches to health gain increasing evidence and societal acceptability, physicians are helping their patients integrate conventional biomedicine with safe and effective lifestyle approachesand also using these approaches themselves.

The HOPE Note Jonas developed the HOPE note to complement the SOAP note (Subjective, Objective, Assessment and Plan) as a clinical assessment and documentation tool in patients with chronic conditionstransforming the clinical encounter from one focused solely on disease treatment to one that emphasizes self-care and a whole person perspective, integrating evidencebased complementary approaches with conventional biomedicine. The HOPE note has 4 domains. Answers to these questions can help doctors and patients cooperatively develop strategies and plans to implement healthy lifestyle changes. #1 Mental and Spiritual: Chronic stress-related symptoms often result from living our lives out of touch with our deepest values. Assess patients’ life goals, desires, beliefs, meaning, purpose and values with questions like “Why do you get up in the morning? What is your purpose in life?

What matters?” (rather than “What is the matter?”). #2 Social and Emotional: Group support protects health. Explore patients’ social connections and relationships with family, friends, communities and colleagues.

The HOPE note hasdoc 4 domains.

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Answers to these questions can help doctors and patients cooperatively develop strategies and plans to implement healthy lifestyle changes.

#3 Lifestyle and Behavioral: Ask patients how they spend their day.

Lifestyle and behavior can create health or disease. But sustainably changing behavior must be connected to what is possible and most meaningful to the patient.

dependable. thorough. trustworthy.

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Wayne Jonas MD

Relationship Centered Care Relationships are the very heart of medicine, disease management and patient education. As doctor and teacher, our unique humanness is part of the ‘medicine’ we administer or prescribe. Our commitment to our own physical, mental, emotional, interpersonal and spiritual well-being is the foundation for the quality of care and the quality of caring we deliver.

Let’s assess ourselves using the HOPE note and then inquisitively and empathically use it to assess our patients. They will appreciate your interest in their lives outside the exam room. They are more likely to adhere to a care plan you co-create with them. And your experience of the practice of medicine will help you maintain your own health and well-being.

Resources 1. Wayne Jonas’ web site https://drwaynejonas.com/about/ 2. Jonas’ HOPE note https://drwaynejonas.com/wp-content/ uploads/2018/01/Hope-Note-2-Pager-PHYSICIANS_WEB.pdf

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Kentucky

Priorities for Physicians in 2020 Public Health, Safety and Access to Care

By R. Brent Wright, MD, MMM, KMA President 2019-2020 The 2020 session of the Kentucky General Assembly is scheduled to kick off on Tuesday, January 7th. As with all even-numbered years, this session will last for 60 days and legislators will need to pass a two-year budget. While that certainly makes for a lot of ground to be covered, the Kentucky Medical Association (KMA) is prepared to be a leader in these discussions to ensure the voices of physicians and patients are heard in 2020.

KMA has been working for months with members and leadership to develop a list of legislative priorities for 2020 and has focused its efforts in three key areas: public health, public safety and access to care.

Public Health: In recent years, KMA has established a robust public health agenda, with emphasis on key issues impacting Kentuckians.

During the 2020 session, KMA will seek the removal of prior authorization requirements for medication-assisted treatment (MAT) and ask that payers be required to cover non-opioid pain treatment such as physical therapy, massage therapy and acupuncture as an alternative to opioids. Tobacco will also remain a focus, with support for an e-cigarette/vaping excise tax, legislation that would raise the legal sale of tobacco products to 21 years of age, and support for raising the level of funding for state tobacco prevention and cessation programs.

Public Safety: KMA will also seek to protect the patients of the Commonwealth from deceptive drug

injury advertisements through a number of new regulations, as well as require that vision testing become part of the driver’s licensing renewal process in an effort to reduce automobile accidents.

Access to Care: If Congress fails to act on federal “surprise billing” legislation, the issue may return to the states for action. KMA has been very active on the state and federal level regarding this issue and will continue such efforts to avoid having a government-mandated rate set for out-ofnetwork services. KMA will also advocate for legislation that would prohibit payers from enacting co-pay accumulator policies that do not count third-party financial assistance (such as co-pay cards) toward a patient’s out-of-pocket expenses, as well as support a cap on copays for insulin.

KMA will also be advocating for change through a new website designed for physicians and patients to provide feedback on challenges and roadblocks they experience firsthand in providing or receiving healthcare.

AIMforBetterCare.com serves as a platform for both patients and physicians to share their stories of cost increases, delays and denials. KMA will then use these narratives to assist in advocacy and education efforts to improve upon or eliminate such issues. AIMforBetterCare. com is particularly interested in stories

from individuals suffering from some of the state’s most pressing health issues, which include obesity, smoking, drug abuse, diabetes and flu/pneumonia. These are the five areas where Kentuckians fall behind the rest of the nation, and KMA sees this as an opportunity to improve public health through a combination of legislation, policy changes and greater awareness.

The AIM for Better Care initiative was launched in 2017 after it was brought to the attention of KMA by member physicians and patients that cessation services for tobacco were not covered under all insurance plans. KMA advocated for and helped pass legislation, Senate Bill 89, that today provides comprehensive smoking cessation coverage through insurance to Kentuckians.

Membership-driven grassroots advocacy will of course be essential to achieving this success. KMA will host its annual Physicians’ Day at the Capitol on February 6, 2020, and physicians are encouraged to attend, engage their legislators and educate them about these and other issues that are important to physicians. More information and registration for Physicians’ Day is available at www.kyma.org.

As always, a number of impactful healthcare-related issues will be discussed, debated, and voted on during the 2020 session. KMA will be there – as the voice for physicians and their patients– to advocate for policies that promote quality, public health & safety and the practice of medicine.

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Kentucky

Physician Shortage Sparks Long-Term Expansion Plan: University of Kentucky College of Medicine Campus Expansion Initiative

By Audrey Kirby, University of Kentucky College of Medicine Physicians are on the front line in addressing the health challenges Kentuckians are facing, but right now, the Commonwealth is struggling with a significant physician shortage, particularly in the rural areas of the state.

As an institution dedicated to providing excellence in education, equitable health care, and transformative research, the University of Kentucky College of Medicine leadership felt a strong sense of urgency to help find a solution, and launched and implemented a campus expansion initiative to establish campuses in Bowling Green and Northern Kentucky.

“This expansion plan was critical in allowing the College of Medicine to educate many more physicians by increasing the class size by approximately 50 percent. The program’s goal is to train physicians for Kentucky in Kentucky,” said Vice Dean for Education Charles H. “Chipper” Griffith III, MD. To start, the college expanded its footprint within the state of Kentucky, adding two four-year regional campuses to ensure that more future health care leaders would receive a quality medical education within a state that desperately needs highly skilled physicians. The initiative is part of an important strategic planning process that included the College of Medicine

Map to Impact through a Transdisciplinary Strategy (COMMITS) in 2017, which has created aspirational goals focused on improvement within the five pillars of the college: education, research, clinical care, diversity and inclusion, and community engagement.

Across the Commonwealth, the College of Medicine collaborated with esteemed health care organizations and Kentucky universities to make campus expansion possible.

The first phase of the expansion was to launch a four-year medical education program in Bowling Green to increase our class size by 30 students. The University of Kentucky College of Medicine-Bowling Green Campus came to fruition through a partnership with Med Center Health and Western Kentucky University. This campus has just begun its second full year of educating the next generation of health care leaders, with a current total of 60 firstyear and second-year students receiving their medical education from the campus Meanwhile, our inaugural class at the Northern Kentucky Campus includes 35 first-year students who attend classes and labs within a facility located at Northern Kentucky University and receive clinical experience through St. Elizabeth HealthCare.

“At the University of Kentucky, we know that working together – across disciplines and across the Commonwealth – is the best way to ensure real, positive

change for those we serve,” UK Provost David Blackwell said following the Northern Kentucky Campus’s ribboncutting ceremony this fall. “Thanks to the collaboration and enthusiastic support from so many leaders from NKU and St. Elizabeth, as well as from citizens throughout Northern Kentucky, we have effectively and efficiently found an answer in meeting this important need in training more physicians for Kentucky.”

The College of Medicine’s main campus in Lexington garners a deep applicant pool and continues to meet capacity.

Both Bowling Green and Northern Kentucky campuses offer more options for prospective medical students to seek education in the Commonwealth. They also incorporate the same educational opportunities offered at the main campus in Lexington, but with other advantages that stem from being housed on a smaller campus such as smaller class sizes, scholarships, more one-on-one opportunities with instructors, and the chance to live and work in two regions experiencing exponential growth.

The location of our regional campuses – at the northern and southwestern ends of the state – is an advantage in itself. First, we are able to capitalize on the existing resources and institutions that are already anchors in their communities. Second, each campus is located in a unique geographical setting which includes several counties that are medically underserved.

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“By practicing in a community setting instead of a large academic medical center, the students at the regional campuses will be in a unique position to understand how a lot of health problems are community problems,” Dr. Griffith said in a 2017 UK Medicine article.

At full capacity, the campuses are projected to make for a total of 260 additional physicians in training who the state might not have had before, and a total of over 800 medical students at the College of Medicine.

“This initiative is intended to transform access to health care in the Commonwealth, and we are incredibly grateful that such revered organizations have partnered with us to educate more physicians to improve health and wellness for Kentuckians,” said Robert DiPaola, MD, dean of the UK College of Medicine. “This is an exciting time for our college and for these students who will pave the way for upcoming classes at each of these campuses.”

From our Northern Kentucky Campus students’ perspective Many of our students already have expressed gratitude for being able to enjoy the unique benefits to each campus. These students include Rebecca Waugh and Jacob Lutz, two members of the Northern Kentucky Campus’s inaugural class who followed unconventional paths to medical school.

Lutz followed a career in the film industry in Los Angeles before joining the Northern Kentucky Campus, so the hands-on experience and a smaller educational setting has allowed him to experience an easier transition into the medical field that is so drastically different from what he was pursuing before. Also, he’s from Cincinnati, so the campus’s location in Highland Heights, Ky., allows him to be close to family.

“This place really makes you feel like home. It’s very teamoriented, and everyone has your back,” Lutz says. “Instead of being intimidating, it was more of, ‘We want to get to know you. We want you to be excited about being a doctor.’”

Meanwhile, Waugh had a background in design strategy, but she felt a strong pull to utilize those skills and help others as a physician.

Knowing that the UK College of Medicine was focused on teaching patient-centered care, she jumped at the chance to apply. And living in Cincinnati, the new regional campus allowed for a similar educational experience, yet a shorter commute.

“It was a match made in heaven,” Waugh says. “The UK program stood out from a geographic standpoint. But then I got to know the program. With 35 students I realized that would mean a really intimate, personal education with faculty and staff who know our names.”

The continued impact of the Rural Physician Leadership Program Along with campus expansion, the College of Medicine is fostering the growth of its campus in Morehead, Ky., which houses the Rural Physician Leadership Program (RPLP). Thanks to a partnership with Morehead State University and St. Claire HealthCare, the program was established in 2010 to focus on providing the same excellent medical education students receive at our main campus in Lexington, but with specialized training for practicing medicine in underserved areas.

We hope that once these students graduate, they will utilize their specialized training to help citizens in rural areas of the Commonwealth. Statistics show that this is happening. There are 68 total graduates of RPLP. Of those 68, there are 28 graduates in practice in Kentucky, with 68 percent serving patients in rural areas.

Pamela Smallwood, MD, an obstetrician and gynecologist at UK Women’s Health in Morehead is a 2014 RPLP graduate who is proud to be part of the solution. Dr. Smallwood attended the

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University of Kentucky specifically to receive specialized training in rural medicine. She can not only attest to the skills she developed from RPLP, but also the fulfillment of her current career path and the appreciation she receives daily from patients as a physician in a small town.

“Patients are so grateful to have local providers,” Dr. Smallwood says. “I frequently get asked if I plan on sticking around, and it makes their day when I tell them I have no plans to leave.”

By putting a focus on campus expansion and community-focused medicine, we are able to gather medical students in our state and provide them with opportunities for clinical experience through treating the state’s sickest patients, thus thoroughly preparing them for the challenges ahead as physicians. But throughout their medical school experience, we also have the privilege of welcoming them to Kentucky. By educating them here, we can familiarize them with everything this great state has to offer for both professional development and personal growth.

We expect that our initiatives for campus expansion will bring even more medical students to the Commonwealth in the coming years and will result in reduced disparities for those in underserved areas of the region who need access to quality health care.

Ultimately, we strive to completely alleviate the problem. With the dedication of our leadership, hard-working faculty, and generous community partners, anything is possible.

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Kentucky

University of Kentucky Salvation Army Clinic

By Connor Appelman and Marc Kai From humble beginnings as a curtained-off corner of the Salvation Army cafeteria to a 3-room acute care clinic serving hundreds of patients every year, the University of Kentucky Salvation Army Clinic (SAC) has been a leader in providing care for underserved patients in the Lexington community for over 30 years. The SAC provides free medical services to patients while working to increase community awareness of local healthcare resources.

Primary care services are delivered onsite every Tuesday and Thursday evening along with basic lab and pharmacy services. In recent years, the SAC has expanded its scope of service by adding clinics for smoking cessation counseling, nutrition, pediatrics, women’s health and ophthalmology. A partnership with the Bluegrass Community Health Center allows the SAC to refer patients to a clinic where they may establish

more comprehensive and affordable longterm care. Patients are also offered free taxi vouchers to transport them to these outside appointments, helping to eliminate lack of transportation as a barrier to care.

A team of 22 second-year medical students oversee the operations of the clinic each year. These students go above and beyond to balance the workload of a medical education with their duties managing the clinic. Each officer team works to build upon the successes of previous teams while implementing new creative ideas and initiatives to further the mission of the SAC. Providing treatment to patients in need and bridging gaps in access to care is no small task, but this weekly challenge is met by the tireless dedication of dozens of medical student and physician volunteers.

Benjamin Wagner, a third-year student in the University of Kentucky College of Medicine (UKCOM), cites the opportunity to work at the SAC as one of the primary factors in pursuing a medical education at the University of Kentucky. He said, “I really appreciate our school’s commitment to providing care to those who need it, starting from our first year in med school.”

Wagner, a recent recipient of the Brian

W. Adkins Award for Outstanding Service at the Salvation Army Clinic, relishes the opportunity to play a role in extending care to women and children with severely limited access to healthcare at the Salvation Army.

“We may not be able to fix every problem a patient comes in with at SAC, but we can start to address them in a systematic way, connecting them with resources and next steps,” states Wagner. “Refills on prescription meds that haven’t been filled in six months because the patient is between jobs, or access to a smoking cessation clinic because a patient has always wanted to quit but didn’t know how to start, or even navigating the insurance system in an environment that is often not here to serve them, goes such a long way in keeping these women and children healthy.”

Wagner considers his time at the clinic as central to his medical education saying, “The attendings who volunteer at SAC have such a huge heart for this patient population and are so gentle, respectful, and affirming in their bedside manner – often I leave SAC having gleaned a better picture of the kind of doctor I want to be.”

This highlights the role of the Salvation Army Clinic as an important teaching

“Often I leave SAC having gleaned a better picture of the kind of doctor I want to be."

– Benjamin Wagner, a third-year student in the University of Kentucky College of Medicine (UKCOM)

SAC Officers; Pictured: (Front L-R) Erika Russ, Hannah Ruggles, Ashley Wicker, Jacob Meece, Sara Keshtvarz, Taylor Moody, Maria Alkhasova, Whitney Powell, Molly Sullivan, Kandice Roberts, Mitch Gigandet; (Back L-R) Connor Appelman, Lewis Winder, Michael Miller, Hasanki Warnakula, Paran Davari, Marc Kai, Sarah Boden, Elise Garrett, Anna Hansen, Jacob Hambrick, Matt Silverman. Not pictured: Abby Bray. environment where students at the UKCOM receive instruction and mentorship from physician volunteers.

Dr. Reema Patel, a fellow at the University of Kentucky, embraces her role as a teacher.

She said, “We make an impact by grooming young medical students into caring and adept physicians.” She further notes that, “Early exposure to patient care allows us to see them grow into the next generation and this is extremely satisfying.”

She went on to say, “Working with our medical students is always a fresh reminder

of why I signed up for lifelong learning and patient care. Their excitement at learning new skills or facts keeps me motivated and can wear an entire day of stress away.” Patel is proud of the work volunteers do at the SAC and through her service, she hopes to inspire her colleagues to embrace and share their passion with students.

Dr. Terrence Barrett, Chief of Digestive and Nutrition Sciences at UK HealthCare, has volunteered at the SAC for over four years and has mentored many students along the way. “I think it is important for physicians to set an example of service for students who will become future doctors,” Barrett said. Despite his often-busy schedule, Barrett draws upon a sense of empathy and justice to make time to extend care to patients with limited healthcare access.

For decades, the spirit of service and compassion exemplified by these extraordinary volunteers, and so many others, has created a welcoming clinic environment for patients with extraordinary needs. Each week at the Salvation Army Clinic, teams of volunteers proudly continue this tradition of service while working diligently to improve the health

and wellbeing of vulnerable patients in the Lexington community.

For more information please visit: http:// uksac.org/ To apply to become a physician volunteer email: connor.appelman@uky.edu or marc. kai@uky.edu University of Kentucky Salvation Army Clinic Hours: Tuesday and Thursdays 5:30-9:00pm Patients seen on a first-come, first-serve basis. Please sign in at the front desk of the W. Arnold Hanger Lodge beginning at 4:30pm.

Location and Contact: 736 West Main Street, Lexington, KY 40508 Phone: (859) 488-1223 Fax: (859) 243-0206 About the Authors Marc Kai and Connor Appelman are second year medical students at the University of Kentucky College of Medicine. They served as the Salvation Army Clinic Managers for the 2017-2018 year.

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2020 LMS th 6 Annual Essay Contest Essay Question: "What changes in healthcare delivery must be made to improve patient access in rural America?“ Essays are due no later than March 2, 2020 to LMS, Go to lexingtondoctors.org for details. Winners will be published in the April, 2020 issue of the Kentucky Doc Magazine

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Kentucky

All I Need to Know is Where I Need to Go! Call 1-844-249-0708!

For Information on FREE Mammograms and Pap Tests Eligibility Requirements: • Age 21 or older • Has a household income at or below 250% of the federal poverty level • Has no health insurance (no Medicare, no Medicaid, or no private health insurance) The Kentucky women’s cancer screening program (KWCSP) offers FREE breast and cervical cancer screenings. The program provides Mammograms and Pap tests and follow up services, education and outreach to low income, eligible women. Once in the program, if a woman has an abnormal screening, the KWCSP covers the cost of most diagnostic tests. If a pre-cancer or cancer is found, the program connects her to treatment through Medicaid’s Breast and Cervical Cancer Treatment Program (BCCTP). The KWCSP provides services through Kentucky’s local health departments, community health clinics and other healthcare providers. A woman does not have to reside in the same county in which she receives services. Healthcare providers, please refer eligible women to a participating KWCSP clinic/provider. For a participating clinic/provider listing call KWCSP, 1-844-249-0708.

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www.kentuckydoc.com | Winter 2020 | Kentucky

Quick Guide for Health Care Providers to Kentucky’s Breast & Cervical Cancer Screening and Treatment Programs All I Need to Know is Where I Need to Go! Call 1-844-249-0708!

• The Kentucky Women’s Cancer Screening Program (KWCSP) provides breast and cervical cancer screening and follow-up diagnostic services for eligible Kentucky women.

• KWCSP eligibility requirements: – Age 21 or older – Has a household income at or below 250% of the federal poverty level – Has no health insurance (no Medicare, no Medicaid, or no private health insurance)

• The Breast and Cervical Cancer Treatment Program (BCCTP) provides treatment for breast or cervical cancer, or precancer of the breast or cervix for eligible Kentucky women.

• Women who may qualify for the KWCSP or BCCTP must be referred to the local health department or contract provider PRIOR to screening or treatment by the health care provider.* • The local health department or contract provider will facilitate completing the application for Medicaid who will determine participant eligibility for BCCTP.

• BCCTP eligibility requirements: – Has been screened and diagnosed with cancer by the Kentucky Women’s Cancer Screening Program through a local health department and/ or contract providers – Has been found to be in need of treatment for either breast or cervical cancer, including a precancerous condition or early stage cancer – Age 21 or older and younger than 65 – Has a household income at or below 250% of the federal poverty level – Does not otherwise have credible health insurance coverage – Is a United States citizen or qualified immigrant

* Please refer program eligible patients to the local health department, contract provider or call 1-844-249-0708 prior to screening or diagnosis.

– Is a resident of Kentucky – Is not eligible for medical assistance or public insurance in any other eligible group – Is not a resident of a public institution (e.g. prison)

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Kentucky

ANNOUNCEMENTS AWA R D S N E W S TA F F EVENTS AND MORE

EMAIL brian@rockpointpublishing.com TO SUBMIT YOUR NEWS

Lexington Clinic Receives 2019 AMGA Acclaim Honoree Award Lexington Clinic was recognized for its groundbreaking work with the Direct-ToEmployer program, which offers customized, premier partnership options for progressive employers in the Commonwealth, and is able to address both preventive care and chronic health conditions of employee populations to improve both employee health and the bottom line.

The Acclaim Award, supported by the AMGA Foundation, rewards the nation’s premier healthcare organizations that are highperforming and that work towards the ideal delivery model - improving the quality and value of care, improving patient experience and outcomes, continuously learning and innovating and improving population health.

Congratulations to Lexington Clinic’s Direct-To-Employer program!

Best Doctors in America® 2019-2020 UK HealthCare has 155 physicians practicing medicine with University of Kentucky Albert B. Chandler Hospital, Kentucky Children’s Hospital, UK Good Samaritan Hospital who appear on the Best Doctors in America List for 2019 — more than any other hospital in Kentucky. Only four percent of doctors in America earn this prestigious honor, decided by impartial peer review.

The experts who are part of the Best Doctors in America database provide the most advanced medical expertise and knowledge to patients with serious conditions – often saving lives in the process by finding the right diagnosis and right treatment.

4 Years in a Row UK Hospital #1 Hospital in Kentucky.

For the fourth year in a row, UK HealthCare has been named the #1 hospital in Kentucky

by U.S. News & World Report, with our own Markey Cancer Center ranked among the best

cancer centers in the nation.

Every day, we set out to prove that the best care is right here in Kentucky. Our team matches the strength of our patients and their families with world-class care, compassion, dedication and medical breakthroughs. And for us, the proof of The Power of Advanced Medicine is the strength and stories of the patients, families, caregivers and communities we see every day.

Saint Joseph Hospital is Only Facility in Kentucky Among ‘America’s Best Hospitals’ in 2019 CHI Saint Joseph Health is proud to announce that two of its facilities, Saint Joseph Hospital and Saint Joseph East, have earned multiple 2019 Healthgrades awards for outstanding patient care. Saint Joseph Hospital is Kentucky’s only recipient of the America’s 250 Best Hospitals Award™ in 2019.

Healthgrades is the leading online source for comprehensive information about physicians and hospitals.

“We are honored that Saint Joseph Hospital and Saint Joseph East have achieved recognition for their commitment to quality patient care across multiple service lines,” said Bruce Tassin, CEO, CHI Saint Joseph Health, and president, Saint Joseph Hospital. “These awards are made possible by the outstanding ministry and service of our dedicated physicians and hospital employees.”

The America’s Best Hospitals distinction places Saint Joseph Hospital in the top 5 percent of more than 4,500 hospitals assessed nationwide for superior clinical performance.

Recipients of the award stand out among the rest for overall clinical excellence across a broad spectrum of care. During the 2019 study period (2015 through 2017), America’s Best Hospitals showed superior performance in clinical outcomes.

“Consumers have several hospitals to choose from, so it’s important they understand which hospitals achieve the best clinical outcomes,” said Brad Bowman, chief medical officer at Healthgrades. “Recipients of the Healthgrades

America’s Best Hospitals Award are setting the bar in patient care.”

Saint Joseph Hospital also earned the 100 Best Hospitals recognition for Stroke Care, Critical Care and Pulmonary Care. Both Saint Joseph Hospital and Saint Joseph East achieved Five-Star and Excellence Awards for achievement in several service areas.

Saint Joseph London Earns The Joint Commission’s Gold Seal of Approval® for Total Hip and Knee Replacement Certification Saint Joseph London has earned The Joint Commission’s Gold Seal of Approval® for Total Hip and Knee Replacement Certification.

The facility was recognized for demonstrating continuous compliance with performance standards. The Gold Seal is a symbol of quality that reflects a health care organization’s commitment to providing safe and quality patient care.

“Our team at Saint Joseph London is honored to receive this award for the quality and safety of our orthopedic programs,” said Bruce Tassin, CEO, CHI Saint Joseph Health, and president, Saint Joseph Hospital.

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pet health

Looking for the best pet care options for the health and wellness of your 4-Legged friends? Then welcome to our “Pet Health” Section, where we will bring you the finest businesses in Central Kentucky that will tend to the care and well-being of our furry loved ones.

In this issue we feature “Uptown Hounds,” an upscale pet resort in downtown Lexington that will pamper your pooch in the way he or she deserves, as well as all the good things that are happening at the Lexington Humane Society.

VOLUNTEER

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WITH THE LEXINGTON HUMANE SOCIETY

re you looking for something new to do with your time in the New Year? Are you interested in making a difference in the life of a homeless animal?

Check out the Lexington Humane Society’s Volunteer Program at AdoptLove.net. There are opportunities at the Lexington Humane Society (LHS) for people of all ages.

Time is a valuable gift to offer the LHS and the animals they care for. Volunteers are very important to LHS! They are actively involved in the general care of animals, including exercising, socializing, grooming, helping with laundry and

cleaning kennels. Volunteers also play a role in special projects, events, humane education and offsite outreach programs.

Are you a Teen Volunteer under the age of 18? No problem. Do you have a group that would like to volunteer? LHS can accommodate you! Is Court-Ordered Community Service a necessity for you? No sweat. From the Volunteer for a Day program to the Specialized Volunteer program, LHS has something for everyone! If you are ready to make a difference in the lives of shelter animals, volunteering with LHS is a great way to begin.

How to get started: • LHS volunteers must complete a questionnaire and, once reviewed, attend an orientation and training class.

• LHS volunteers must abide by the shelter volunteer policies at all times.

• LHS volunteers must commit to a minimum of six hours a month for at least a six-month period.

• LHS volunteers must be at least 18 years of age to work with animals independently.

Too young to volunteer with the animals? Here VOLUNTEER Continued on Page 28

Benefiting the animals of the

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pet health by Uptown Hounds | www.kentuckydoc.com | Winter 2020 | Kentucky

A FRESH START TO A FRESH YEAR: UPSCALE GROOMING AT UPTOWN HOUNDS!

By David Bryan Blondell, Special Sections Dir.

N

othing in this world is better than the love you give and receive from your pets. And when it comes to starting off the new year on the right paw, there’s nothing better than giving your beloved dog an upscale grooming experience at Uptown Hounds.

America’s Uptown Hounds Luxury Resorts were created as an all-inclusive, high-quality, high-energy environment where canine pets play, primp, relax and stay. And let’s face it – your newly primped pooch deserves the best care you can provide when it comes to a place to board them during the day or for an extended period of time.

Conveniently located in downtown Lexington near office buildings, the University of Kentucky campus and all of the downtown hospitals and healthcare facilities, Uptown Hounds’ guests – pets AND their owners – have a multitude of luxurious amenities to enjoy.

Uptown Hounds features large, plush hotel suites for short and long-term boarding, private daycare rooms, a top-notch Salon & Spa and a boutique with the finest of toys, treats, food and pet-related merchandise. In addition, extremely large heated indoor and manicured outdoor play areas provide your pooch the most fun and friendly environment possible. (An oversized doggie-only pool is available seasonally, open May 1 through Nov. 1.) Moreover, the beautiful marble floors and walls and the upscale fixtures that are part of the facility’s luxurious decor simply reflect the upscale treatment your four-legged member of royalty deserves!

Upon arrival, Concierge Services can help you create a custom long-term boarding or daycare stay for your dog. At check-in you can arrange fetch, belly rubs, gourmet treats and toys from the Boutique and email postcards. (Professional photographic and custom Fine Art services of your pets are also available upon request – makes a great gift!)

The Daycare Services at Uptown Hounds are considered second to none, with newly expanded hours of 6:30 a.m. to 7:30 p.m. Monday through Friday to make it more convenient for working owners. Once there, the friendly Pet Services Staff makes sure your dog is well cared for and is GROOMING Continued on Page 28

“Start the New Year off with a fresh look for your Dog”

www.UptownHounds.com

pet events

24

JANUARY PINS FOR PAWS Bluegrass Sotheby’s International Realty Charity Event benefiting the LHS animals

GROOMING continued from Page 27

having a happy, fun stay with up to three play-time sessions with its newfound friends (grouped by weight and activity level). Individual playtime and extra attention is also offered, as is supervised usage of the popular 30-foot by 50-foot outdoor pool during its seasonal operation.

Now, the best part: the upscale grooming of your pet at Uptown Hounds! To kick off the new year, in January the theme is “Refreshed” – and the Salon & Spa Services department will impart this sentiment upon their two-legged clients and four-legged guests alike with a variety of Grooming Packages to choose from – all to get their pets off to a “Fresh” start in the new year. In addition to the top-quality bathing and hair-cutting services they provide, further pamper your pooch with toenail polish, toothbrushing and hair coloring! Nothing other than this new, fresh look will please you and your beloved pet more. Please call to inquire about which Grooming Package option best fits your needs.

Uptown Hounds recognizes the proper, professional care of your pets is among the most important considerations you have. For anyone wanting to give as much love and special treatment to your dogs as they give you during this new year, please give America’s Uptown Hounds Luxury Resorts a try.

You are welcome to visit the Web site at www.UptownHounds.com or call Guest Services at (859) 255-2275. Uptown Hounds is conveniently located just off South Broadway at 466 Angliana Avenue, a half mile from downtown and a block from The Red Mile. They invite you to take a quick tour of the facility and look forward to welcoming you and your dog as part of the Uptown Hounds family!

WHAT? We're excited to announce that on Friday, January 24th 2020, Bluegrass Sotheby’s International Realty Charity Event will be hosting the Eighth Annual BGSIR Charity Event, Pins for Paws, at Southland Bowling Lanes. The event has been such a huge success ($72,966 donated to charity!) the past seven years that we can’t wait to get started on making our eighth attempt at this better & hopefully a little bigger. Just like last year, the entire facility is booked & have at least 40 teams again for a fun & challenging tournament.

WHY? The most exciting aspect of this event each year is how the net proceeds are used. As with the past six years, 50% of these net proceeds will automatically be donated to the Lexington Humane Society in the name of Brian Mattone. The other 50% will be donated to the winning team’s charity of choice! Last year’s winners also designated their donation to the Lexington Humane Society in Brian’s name. That makes seven year total charitable disbursements of $66,996 to LHS. Incredible! Everyone that participates has a chance to make a difference for their respective charitable designee.

HOW MUCH? As with the past seven years, the 4 person teams will cost $250 each & details about the event will be announced soon. The great thing is that each team will be guaranteed at least four games, will have a great Friday bowling, and get to see all of our friends! This event is a great way to support Brian Mattone’s Legacy with the Lexington Humane Society as well as our local community.

Visit AdoptLove.net for more info!

VOLUNTEER continued from Page 26

are some other ways to help the animals: • Hold a donation drive at your school or church to collect needed items for the animals.

• Take a tour of the LHS Adoption Center with your class, team, youth group or scout troop to learn more about the facility and mission.

• Let LHS host your birthday party and request that your guests bring donations in lieu of gifts.

• Attend Critter Camp (summer) to learn more about animal welfare.

• Collect money for the animals by running a lemonade stand, garage sale or bake sale.

• Bake homemade treats for the animals.

For more information on joining the LHS Volunteer program please call 859-233-0044 x 254 or visit AdoptLove.net.

doc

Business Section • Winter 2020 • Kentucky

FINANCES

New Year

New (Financial) You!

By Karen McIntyre, AIF® Unified Trust Each year confetti falls and horns blow in New York City’s Times Square as the ball drops and the world rings in a new year. The freshness of this new beginning encourages everyone to put aside the problems of the past year and start on a clean slate. For many, this means starting the new year on stronger financial footing and making a resolution that focuses on increasing financial security by saving more, paying down debt, giving more to charity, or becoming more investment astute.

Unfortunately, by the time Valentine’s Day rolls around, many have already given up on their resolve to manage money better and have fallen back into the same old bad habits. So how can we make this year different? Here are some tips for getting organized and implementing a plan for near- and long-term success.

Financial resolutions are all about setting goals for the short term that can ultimately pay off in the long term. The financial planning process is an integral part of laying out a strategy to achieve these goals. Putting these goals in writing while working with a planning professional will hold you accountable for action and help achieve measurable results. Understand that organizing your finances is an ongoing project and should be managed throughout the year.

Set priorities!

Begin by setting your priorities! Make a list of financial goals, both short and long term, and assign importance based upon your core values and ultimate objective. Retirement savings, charitable giving, everyday living expenses, lifestyle expenses, debt, and taxes are present in everyone’s life. At various stages of your life, they assume varying degrees of priority. Understand that there will be competing interests at times but establishing the proper balance can make decision making easier along the way and keep you focused on the finish line.

Get organized!

Getting organized is also a key step to putting your financial house in order. Many find themselves with accounts and assets and interest holdings scattered in all different areas. If you don’t know what you’ve got, how are you ensuring your goals are being met?

Gather statements, annual reports, and bills and create electronic files for easy access and make sure your financial advisor has copies of everything as well. If you find yourself with multiple investment or retirement accounts across a variety of providers, consider consolidating those accounts for more efficient investing and continuity of strategy. Not only will this newfound organization enhance your financial peace of mind, but it will make tax time a much less stressful experience. Your accountant and financial advisor will thank you when you have all the financial data organized and ready to go ahead of time!

Tax Planning Speaking of taxes, now is the best time to start gathering your documents so that you are ready to file. As you begin the process with your software program or with your accountant, take time to ask questions and make sure your financial and investment decisions are not hurting you from a tax standpoint.

Not everything stays the same from year to year. Tax planning should be discussed throughout the year, not just in April. Stay in close contact with your personal accountant and financial advisor throughout the year to understand your exact situation and make decisions accordingly. Make sure you are maximizing your tax benefits where applicable. If you are not already, consider maxing out tax-deferred retirement contributions, take advantage of health savings accounts, make contributions to college 529 plans and monitor your capital gains and losses.

FINANCES Continued on Page 30

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Kentucky

FINANCES continued from Page 29

Charitable Giving If you are charitably inclined, work with your professional advisors to determine how you can best maximize your charitable donations.

You can make donations at any time throughout the year, not just year-end. There are several options out there that offer tax benefits to philanthropic givers and provide much needed funds for non-profit organizations. Individual situations vary and will determine which course of action is most appropriate. For some, simply writing a check or gifting individual assets in kind will be the most beneficial decision.

For others, establishing a donor advised fund or charitable remainder trust might be the best choice. Your professional advisors can help you crunch the numbers and make the determination.

Work with an Advisor A common misconception is that financial planning is reserved just for retirement. In reality, the financial planning process is ongoing and should be used as a tool in financial decisions at all stages of life.

Perhaps you are planning for your children’s college savings or deciding on whether to become part of an investment opportunity, either way reviewing your options with a professional advisor in coordination with your financial plan will prove invaluable. Not only can you weigh the immediate financial implications of the decision, but an advisor can show you projections and scenarios for the long-term implications of the decision as well.

Now is the time to delegate! An investment professional is a valuable resource for all your investment, cash flow and tax management needs.

A good financial advisor can manage your total financial situation in a comprehensive, goal-oriented manner. Review the asset allocation at both the individual account level and the aggregate level and be sure that the risk is appropriate to your goals and stage of life.

Spend your time following your passions and enjoying family and friends instead of worrying about stock prices, asset allocation and investment returns. Choose a financial partner who will help you identify goals that properly align with your core values and establish a plan for funding those goals. Set up regular meetings throughout the year to check in, get updates and ask questions.

As we begin 2020, regardless of your current goals or stage in life, the time is now to set yourself on the right financial path! Get started today. Check in with your current advisor now to review and set up a plan of action for the year ahead. If you are not working with a planner, find one. A proactive plan will make all the difference in your new year’s financial health and in your security for years to come.

About the Author Karen McIntyre is a Fiduciary Investment Advisor at Unified Trust Company and holds the Accredited Investment Fiduciary (AIF®) designation. She joined Unified Trust in 2012 and has more than 14 years of experience working with high-net-worth clients as well as the emerging affluent in matters of financial management and retirement planning. In addition to helping clients plan for and achieve their financial goals, Karen offers her time as a volunteer and board member for several Lexington charities.

Choose a financial partner who will help you identify goals that properly align with your core values and establish a plan for funding those goals.

LMS & LMS Alliance Legislative Update January 31, 2020 6:00pm,

4910 Hartland Parkway, Lexington

Registration to open soon at lexingtondoctors.org (Dinner included, no charge)

Hear what to expect for the 2020 Kentucky legislative session of interest to physicians

Senator Ralph Alvarado, MD

Representative Kim Moser

Pat Padgett KMA Executive Vice President

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