This week, Stephanie Rodin chats with her guest, Paul Smith. The two chat about the fundamentals of robotic process automation (RPA) and intelligent automation, discussing how these tools can save businesses time and money by taking over repetitive tasks.

In this episode, we discuss:

• How automation technologies work by mimicking human actions on computers to automate repetitive, rules-based tasks, freeing up employees for higher-level work.

• Businesses typically start implementing automation when they want to drive efficiency, reduce errors, or prepare for growth, often as the initial step in a broader digital transformation.

• The main reasons for adopting these technologies are to save time and money, reduce error rates, improve job satisfaction, and allow employees to focus on more meaningful, impactful work.

• Paul’s team built an automation for a healthcare organization that automatically corrected and resubmitted insurance claims, saving a billing manager about four to five hours per day.

• Initial employee resistance is common but often gives way to enthusiasm after staff experience the benefits, especially as automation reduces frustration with tedious, error-prone work.

Paul Smith is CEO of Techromatic Incorporated, an IT Consulting firm serving middle-market companies, and an expert on Information Technology. Paul is also a 3-time entrepreneur.

Techromatic builds Intelligent Automations and RPA software robots that automate repetitive work for law firms, saving them time and money, and creating happier and more productive workers.

Paul focuses on helping companies in the Legal, Financial Services, Healthcare, and Insurance industries, as well as others. His extensive experience with network engineering at large enterprises such as Morgan Stanley, Deutsche Bank, and Royal Bank of Scotland, combined with almost 20 years of IT consulting for small and mid-market companies, has made Paul extremely effective in his role.

Paul’s unique perspective on Information Technology and real-world small business operations have allowed him to help hundreds of businesses become more efficient, reduce risk, and achieve their goals through his guidance.

In addition to running a successful business, Paul serves on the board of EO New York, a non-profit organization that helps Entrepreneurs reach their full potential.

“In EO we innovate, take risks and see opportunity in a challenge. We want to make the world a better place – for our teams, our families, our communities, and for humankind. We think big, we are bold. We want to make a difference beyond ourselves – for the people in our lives, for a better future for everyone.”

Paul has been on his leadership journey his entire life, and on the EONY board for over 4 years.

Paul graduated from Stony Brook University with a dual major in Information Systems and Business. He presently resides in Westchester County, New York with his wife and children, and many pets.

paul@techromatic.com

https://techromatic.com/

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the difference between what's considered an exempt employee versus a nonexempt employee.

In this episode, we discuss:

• The key differences between exempt and nonexempt employees, mainly based on their eligibility for overtime pay and the type of work they perform.

• Classification depends not just on whether employees are salaried or hourly, but also on their job duties.

• Review contracts to clarify whether a position is exempt or nonexempt and outline expectations for hours and overtime approval.

• Why understanding and correctly classifying employees matters.

• Employers should consult with attorneys and CPAs when unsure about employee classification or pay structure.

Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Dr. Nina Sundaram. The two chat about integrating preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships.

In this episode, we discuss:

• Dr. Nina Sundaram explains the structure of her practice by dividing it into four "arms" or segments focused on different health aspects.

• Illumine emphasizes preventive medicine, holistic healthcare, and trust-based patient-doctor relationships.

• Learn what inspired Dr. Sundaram to start Illumine and how her vision for preventive medicine has evolved.

• Innovative testing for cancer prevention and why this is important.

• Imagine treating your body like a lifelong car—maintaining it with the best care to ensure longevity.

Dr. Nina Sundaram- Dr. of Endocrinology, founded Illumine as a platform for her commitment to preventive medicine and her holistic approach to healthcare.

While in medical school, Dr. Sundaram spent a summer in Cuba studying the public health system, an experience that shaped her approach to centering on preventive care and developing patient-doctor relationships built upon trust and compassion.

Dr. Sundaram graduated cum laude with a Bachelor of Science and a Medical Degree from the Seven-Year Biomedical Program at The College of New Jersey and Rutgers New Jersey Medical School. Afterward, she completed her internship and residency in Internal Medicine at New York Presbyterian Hospital-Weill Cornell Medical Center and a fellowship in Endocrinology, Diabetes, and Metabolism at The Mount Sinai Hospital, where her research in pituitary diseases was published in journals and textbooks.

After six years working with a large multi-specialty group, Dr. Sundaram opened Aura Endocrinology in 2021 and created a uniquely patient-centered practice. Today, she continues to serve as a clinical instructor at New York University and focuses on empathetic, compassionate care for her patients, fueled by a desire to help them live more confident and fulfilling lives.

Education

The College of New Jersey, Bachelor of Science in Biology (Combined Seven-Year BS/MD Program) Rutgers New Jersey Medical School, Doctor of Medicine

New York-Presbyterian Hospital, Weill Cornell Internal Medicine Residency

Mount Sinai Hospital, Fellowship in Endocrinology, Diabetes and Bone Disease

Licenses and Board Certifications

New York State License

American Board of Internal Medicine

American Board of Internal Medicine: Endocrinology, Diabetes, and Metabolism

American Board of Internal Medicine: Obesity Medicine

Publications

Carluccio A, Sundaram, NK, Chablani S, Amrock LG, Lambert JK, Post KD, Geer EB. Predictors of Quality of Life in 102 Patients with Treated Cushing's Disease. Clin Endocrinol (Oxf) 2014 Jun 17. PMID: 24931777

Sundaram NK, Carluccio A, Geer EB. Characterization of persistent and recurrent Cushing’s Disease. Pituitary. 2013 August 29. PMID: 23990348

Sundaram NK, Geer EB, Greenwald BD. The impact of traumatic brain injury on pituitary function. Endocrinol Metab Clin North Am. 2013 Sep;42(3):565-83. doi: 10.1016/j.ecl.2013.05.003. PMID: 24011887.

Carluccio A, Sundaram NK, Yanagisawa R, Tomer Y. Apathetic thyrotoxicosis secondary to atypical subacute thyroiditis. Endocrine Practice. 2012 May 1:1-9. PMID: 2254894

Hi! I’m Stephanie Rodin, host of the Speaking With Steph podcast. In this episode, I want to speak to you about HIPAA. As we all know, HIPAA is a way to safeguard the protected information of patients or individuals.

In this episode, we discuss:

• How HIPAA safeguards protected information of patients by de-identifying data, which includes removing specific identifiers.

• HIPAA addresses the privacy of patients' information by focusing on 18 specific identifiers such as names, addresses and Social Security numbers.

• The 18 identifiers include details like phone numbers, email addresses, medical record numbers and even photographic images.

• This de-identification process is vital to maintain the privacy standards set by HIPAA and prevents improper sharing of PHI with unauthorized parties.

• De-identifying data is particularly crucial when conducting research to ensure compliance with HIPAA when sharing results with third parties.

Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guest, Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance.

In this episode, we discuss:

• How Leonard became a financial advisor

• The importance of financial planning starting from the end of medical school or early residency.

• When clients should start planning

• Why Leonard believes financial education is lacking

• The importance of having both partners involved in financial discussions.

Leonard Cohen, MBA, is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate, and preserve wealth as they plan for a secure future. He specializes in disability insurance and retirement planning. Len truly cares about benefiting his clients and takes pride in his ability to develop long lasting relationships based on trust and integrity. He is always striving to provide the same level of ethical service that he would expect for himself and goes the extra mile to provide his clients with extraordinary service and follow-up on their behalf.

Len graduated in 1980 from the State University of New York at Stony Brook with a Bachelor of Science degree in Chemistry. In 1986, he achieved his MBA in Marketing Management from Pace University and began a twenty-five-year career in the pharmaceutical industry specializing in oncology as an office representative, hospital representative, research liaison and product manager. While collaborating with medical professionals, Len held numerous resident and fellow oriented financial seminars at area hospitals. It is Len’s firsthand experience with a wide range of business situations that enabled him to develop a keen insight into the needs of others, both individually and professionally. He realized how important it is to make a lifelong impact on people’s lives, and he now brings his unique abilities to the financial services industry and to FHFG.

Len resides with his wife Jill in Bellmore, NY and they have two daughters, Melissa, and Brittany. They are proud to share that Melissa is a certified pediatric RN at Cohen’s Children’s Hospital and Brittany works as a PA in the Bellevue stroke unit.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H54352. 2024-167874 Exp 1/26.

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about patient consent forms.

In this episode, we discuss:

• Reviewing and updating patient consent forms annually with guidance from professionals like attorneys or financial advisors to ensure compliance and accuracy.

• What a comprehensive consent form should cover from a legal perspective.

• How often patients should sign and discuss updated consent forms.

• Why regular updates protect both the patient and the practice.

• What specific policies and reviews should be included in a consent form.

Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal

This week Stephanie Rodin chats with her guests, Preston Alexander and Sarah Covington. The three chat about Preston and Sarah’s four-step approach to helping healthcare providers establish successful and compliant practices. This method involves strategic planning, administrative setup, operations, and go-to-market strategies, crucial for avoiding common financial pitfalls like premature marketing and restrictive contracts.

In this episode, we discuss:

• How Sarah and Preston met

• Their four stages for setting up a practice

• When they involve themselves

• Why their services are valuable

• Common financial mistakes

Sarah Covington: Compliance officer, adjunct faculty, state bar leader, and patient advocate passionate about advancing healthcare innovation and accessibility for underserved populations.

Social Media Links:

https://www.linkedin.com/in/sarah-covington-7691b555/

Preston Alexander: Tenured healthcare leader, global medical device portfolio manager, exited medical device entrepreneur, keynote speaker, and healthcare financial author focused on changing healthcare systems.

Social Media Links:

https://www.linkedin.com/in/preston-alexander/

Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a new New York law that came into place on January 1, 2025, about paid prenatal leave.

In this episode, we discuss:

• How to access information regarding this new law about paid prenatal leave

• What is offered, what it covers, and what employers need to do

• When the Law Takes Effect

• Why the law is important

• Who is eligible for the leave and the notice requirement for the employee

Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been practicing law since 2000, with a majority of that time assisting the healthcare practitioner.

Starting from a young age, Stephanie has been exposed to the medical/dental field, as her immediate family all practice within the healthcare field. As a result, she was surrounded by various medical and legal issues that routinely arose during the practice of medicine and dentistry. This provided Stephanie with the expertise that serves as the foundation of her legal practice. Rodin Legal, P.C. caters to these legal complexities and is dedicated to the growth of professional practices.

Website: https://rodinlegal.com/
LinkedIn: https://www.linkedin.com/in/stephanierodin/
Facebook: https://www.facebook.com/Rodin-Legal-PC-206858929363583/
Twitter: https://twitter.com/Rodinlegal