What Practice Transformation Institute does

Practice Transformation Institute (PTI) is a Michigan-based non-profit healthcare education organization founded in 2007, headquartered in Rochester, MI, that delivers experiential learning programs for physicians, medical office teams, community health workers, and community-based organizations. Its core offerings include a 168-hour Community Health Worker certification program (approved by the Michigan Department of Health & Human Services and uniquely accredited by IACET), MICMT-approved Team-Based Care and Patient Engagement courses, Continuing Medical Education accredited by the Michigan State Medical Society, a six-part Patient Experience of Care Series, and CDC-approved National Diabetes Prevention Program instruction. The institute operates with 7 staff members, led by Principal Ewa Matuszewski, and supports a curriculum covering PCMH transformation, motivational interviewing, cultural competency, chronic illness, and population health.

The underlying platform is a hybrid experiential learning delivery system combining in-person instruction at PTI's Rochester, MI training center or client facilities with live virtual webinar sessions, registration handled through the Cvent event platform. Curriculum design follows Malcolm Knowles adult learning theory with hands-on engagement, problem-solving, and immediate competency application. The technology base is conventional synchronous learning infrastructure rather than a software product; no API, mobile app, or proprietary AI tooling is present.

The business model is fee-for-service professional training, with per-participant unit pricing ranging from $199 (half-day CHW Sustainability sessions) through $300 (full-day Team-Based Care and Patient Engagement courses) up to $1,395 (full CHW certification), plus customized on-site training contracts. Distribution is regional across Michigan via direct registration, event marketing, an SEO-optimized website, and partnerships with BCBSM, MICMT, MDHHS, C3 Council, CDC, MiHIN, and the National Kidney Foundation of Michigan. PTI also generates revenue-adjacent value through jointly provided CME activities and the annual HIE Conference.

Name

Practice Transformation Institute

Legal name

Practice Transformation Institute

Website

https://transformcoach.org

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Practice Transformation Institute is a Michigan-based non-profit founded in 2007 that delivers IACET- and CME-accredited experiential learning programs for physicians, medical office teams, and community health workers, with a 168-hour CHW certification as its flagship offering.

Ownership category

akta.pro rank

Product category

Healthcare Continuing Education and Practice Transformation Training

NAICS

Business Schools and Computer and Management Training (6114), Professional and Management Development Training (611430), All Other Schools and Instruction (61169)

SIC

Services-Educational Services (8200), Services-Health Services (8000)

akta.pro primary industry

Healthcare & Life Sciences (EDAAAPAA)

akta.pro secondary industries

Healthcare Clinical Professions (CME/CE for Nurses, Allied Health, Pharmacy) (EDAAALAC), Healthcare & Clinical Professional Development (CME/CE) (EDAGANAJ), Change Management for Operations Transformations (EDABAKAM)

Keywords

• Continuing medical education
• Practice transformation training
• Community health worker certification
• Patient-centered medical home training
• Team-based care training

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Healthcare Professional Training Programs: Revenue generated from registration fees for training programs including CHW certification (168 hours), Team-Based Care courses, Patient Engagement programs, and various CME workshops offered at $199-$1395 per participant
2. Continuing Medical Education (CME) Accreditation Services: CME accreditation for physicians through Michigan State Medical Society, including jointly provided activities with non-accredited organizations
3. IACET Continuing Education Units: IACET CEUs offered for learning events, with 0.6 CEUs available for each week of the 18-session CHW training program
4. On-Site and Customized Training: Training programs delivered at client facilities or PTI's Rochester, Michigan training center, with customized curriculum development for specific organizational needs

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Practice Transformation Institute is a non-profit training institute that delivers CME and IACET-accredited experiential learning programs to physicians, healthcare professionals and community-based organizations in Michigan. Its core offerings include the 168-hour MDHHS-approved Community Health Worker (CHW) certification program, MICMT-approved Team-Based Care and Patient Engagement courses, Continuing Medical Education (CME) accredited by the Michigan State Medical Society, and a six-part Patient Experience of Care Series. Programs are delivered through in-person sessions at its Rochester, MI training center, on-site at client facilities, and via live webinar/e-learning.

Product overview

Practice Transformation Institute is Michigan's leading provider of CME and IACET-accredited experiential learning programs for healthcare transformation. The organization operates as a unified education platform offering multiple interconnected programs: the core CHW Program (168-hour MDHHS-approved and IACET-accredited training), MICMT-approved trainings for team-based care (Introduction to Team-Based Care and Patient Engagement Foundations), Continuing Medical Education accredited by MSMS, the six-part Patient Experience of Care Series, and various Education Opportunities covering topics from practice transformation to chronic illness prevention. Programs are delivered via in-person sessions, live webinars, and e-learning, with accreditation from Michigan State Medical Society and IACET ensuring continuing education credits for physicians and other healthcare professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Community Health Worker (CHW) Program A 168-hour CHW training program (103 hours formal instruction, 25 hours homework, 40 hours practical experience) approved by Michigan Department of Health & Human Services (MDHHS) and uniquely accredited by IACET, designed for individuals seeking CHW certification to work in community settings bridging healthcare and social services.
• MICMT Trainings (Introduction to Team-Based Care and Patient Engagement Foundations) Michigan Institute of Care Management and Transformation (MICMT)-approved statewide trainings including Introduction to Team-Based Care and Patient Engagement Foundations, offered at $300 per participant for full-day courses and serving BCBSM Provider Delivered Care Management (PDCM) program participants.
• Continuing Medical Education (CME) Continuing Medical Education (CME) accredited by the Michigan State Medical Society (MSMS) for physicians, including jointly provided activities with non-accredited organizations, aligned with ACCME standards.
• Advancing the Patient Experience of Care Series A six-part training series developing skills essential for providing a positive patient experience of care, covering effective communication, multi-generational approaches, motivational interviewing, cultural competency, and using data to improve patient experience measurement.
• Education Opportunities Curriculum A comprehensive curriculum covering Unconscious Bias, Implementing Change, Building a Successful Team, Developing Practice Infrastructure, Workflow Management, Patient-Centered Medical Home (PCMH), Self-Management, Care Management, Coordination of Care, Registry Implementation, Chronic Illness Prevention, and Learning Collaboratives for healthcare professionals and organizations.
• Health Information Exchange (HIE) Conference Annual HIE conference covering how data can impact healthcare outcomes, including health disparities, social determinants of health, value-based care strategies, and data sharing among healthcare professionals and care team members.
• Evidence-Based Programs (National Diabetes Prevention Program and A Matter of Balance) Evidence-based programs including the CDC-approved National Diabetes Prevention Program (reducing type 2 diabetes risk by 58%) and the National Kidney Foundation of Michigan's A Matter of Balance (an evidence-based fall prevention program for older adults) delivered through PTI-trained Leaders and Master Trainers.
• CHW Sustainability: Advancing the Profession A two-part program (Part 1 and Part 2, $199 per participant per half-day session) that identifies services for which Community Health Workers can bill, explains billing requirements for primary payers in Michigan, teaches use of HCPCS codes and ICD-10-CM Z-codes for social determinants of health reporting, and addresses documentation requirements.

Quantifiable outcome

• CHW program reduces diabetes risk by 58% (71% for 60+ years) through National Diabetes Prevention Program
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Eleven partnerships are on record, tiered major, core and minor.

• MiHIN (Michigan Health Information Network)majorStrategic or Co-development Partner · 13 June 2024Michigan's health information network enabling exchange of health information. Tim Pletcher, Executive Director, delivered keynote at PTI's Fourth Annual HIE Conference.
• Michigan State Medical Society (MSMS)coreStrategic or Co-development PartnerProfessional society representing Michigan physicians and medical students. PTI is accredited by MSMS to provide CME for physicians, including all jointly provided activities with non-accredited organizations.
• IACET (International Accreditors for Continuing Education and Training)coreStrategic or Co-development PartnerInternational accrediting body promoting quality of continuing education and training. PTI holds Accredited Provider status and is the only MDHHS-approved CHW training provider with IACET accreditation.
• Michigan Department of Health & Human Services (MDHHS)coreStrategic or Co-development PartnerState agency approving CHW training providers. PTI received approval following rigorous application process and more than two years of providing CHW training through community and health system partnerships.
• Michigan Institute of Care Management and Transformation (MICMT)coreStrategic or Co-development PartnerCoordinating center for BCBSM Provider Delivered Care Management (PDCM) program. PTI is a MICMT-approved statewide trainer for Team-Based Care and Patient Engagement courses.
• Blue Cross and Blue Shield of Michigan (BCBSM)majorStrategic or Co-development PartnerMajor Michigan insurer providing support for PTI events as part of BCBSM Value Partnerships program. PDCM program coordination through MICMT for value-based care initiatives.
• Velatura Public Benefit CorporationminorStrategic or Co-development PartnerPublic benefit corporation related to MiHIN. Tim Pletcher serves as CEO. Connected through HIE conference programming and interoperability initiatives.
• Interoperability InstituteminorStrategic or Co-development PartnerOrganization focused on healthcare interoperability education. Tim Pletcher serves as CEO, participated in PTI's HIE conference programming.
• C3 CouncilcoreStrategic or Co-development PartnerNational council establishing CHW competency standards. PTI's CHW curriculum teaches C3 Council skills and health knowledge required for CHW certification.
• CDC (Centers for Disease Control and Prevention)coreStrategic or Co-development PartnerNational diabetes prevention program. PTI offers CDC-approved National Diabetes Prevention Program curriculum through trained lifestyle coaches.
• National Kidney Foundation of MichiganminorChannel Partner/ Reseller/ DistributorPartner organization hosting A Matter of Balance workshops. PTI has Leaders and Master Trainers for this evidence-based fall prevention program.

Scale indicators3 records

Recent moves1 record

Expansion highlights6 records

Broad incumbents

• HealthStream: Public company providing workforce development, compliance training, and clinical education for healthcare organizations. Comparable to PTI's healthcare training mission but at enterprise scale with significantly broader content library and technology infrastructure.
• Pri-Med: Large physician CME provider offering in-person conferences and online courses. Overlaps with PTI's CME programming for primary care physicians, though at national scale and serving broader clinical audiences.
• American Academy of Family Physicians (AAFP): National medical society providing CME and practice transformation resources for primary care physicians. Overlaps with PTI's PCMH transformation curriculum and primary care CME, but at national scale with significantly larger membership base.
• CDC TRAIN (TRAIN Learning Network): Federal learning platform offering free public health training including CHW-relevant content. Comparable to PTI's CHW and evidence-based program offerings but free to users and backed by federal funding, representing a competitive indirect channel.

Direct peers

• Relias: Large healthcare-focused workforce education and training platform serving hospitals, health systems, and community-based providers. Directly comparable to PTI in its mission to deliver accredited continuing education to healthcare professionals, with a much broader (national) footprint and platform-led delivery model.
• MedBridge: Online healthcare professional education platform offering CE/CME courses for therapists, nurses, and physicians. Comparable to PTI's blended in-person + webinar model but with a more developed proprietary LMS and national reach.
• CME Outfitters: Accredited provider of continuing medical education for physicians and healthcare professionals with joint-providership capabilities across therapeutic areas. Directly comparable to PTI's CME accreditation and joint-providership model with MSMS.
• MICHWA (Michigan Community Health Worker Alliance): Michigan-based CHW alliance referenced in PTI's website navigation. Directly comparable as a Michigan CHW training and convening organization; likely an ecosystem partner or close affiliate addressing overlapping CHW workforce development.

Regional players

• Boston Medical Center – CHW Training Program: Founding CHW training program based in Massachusetts with curriculum and best-in-class content adopted nationally. Comparable to PTI's CHW certification program but anchored in a different state regulatory and payer ecosystem.

Others

• Michigan Institute for Care Management and Transformation (MICMT): Michigan coordinating center for BCBSM Provider Delivered Care Management program. Functions as both a partner and a channel for PTI's MICMT-approved trainings; comparable in role as a Michigan-based convener and training standards body.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/coachtransform
• YouTubeyoutube.com/user/PracticeTransform
• Facebookfacebook.com/transformcoach.org/wall
• LinkedInlinkedin.com/company/practice-transformation-institute

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Practice Transformation Institute