B2B Medical Directives - Money Making Monday

Ready to scale your business by partnering with healthcare facilities? In this episode, Eddie Montes Travis and Marylyn Lee Trotter discuss how to build a profitable business-to-business model focusing on medical directives. Learn how to bridge the gap between healthcare providers and professional notary services to create a consistent stream of income every single week.

• Strategic Networking: Learn how to identify and approach decision-makers at local hospitals, nursing homes, and hospice centers to offer professional notary support.
• Medical Document Expertise: Understand the critical nature of Advance Healthcare Directives and Medical Power of Attorney forms in a clinical environment.
• B2B Billing Structures: Establish clear pricing and invoicing methods that work for corporate medical clients rather than individual patients.
• Compliance and Privacy: Navigate the essentials of maintaining patient confidentiality and following facility protocols while performing your duties.

By focusing on B2B relationships, you can move away from one-off appointments and build a sustainable mobile notary business. Master the art of medical signings to maximize your earnings on this Money Making Monday. Please subscribe and like the podcast to stay updated on more business growth strategies!

Show Notes:
• How to pitch notary services to healthcare facility administrators.
• The difference between personal and B2B medical signing assignments.
• Tips for handling sensitive signings in a hospital setting.
• Setting up recurring billing for medical facility partnerships.

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Your Sunday Notary Reading:
Notary Public Foundation: Essential Guide to Core Duties, Ethics, and Commissioning on Amazon

Your Monday Notary Reading:
Notary Operational Excellence: Mastering Certificates, Journals, Ink, and Copy Certification on Amazon

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Notary Fraud Shield: Real-World Tactics, Red Flags, and Refusal Strategies on Amazon

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The Mobile Notary Blueprint: Launching and Managing Your On-Demand Business on Amazon

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Notary Niche Navigator: Your Guide to Loan Signings, Apostilles, I-9s, and More on Amazon

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Notary Law & Liability: Understanding State Regulations, Insurance, and Avoiding UPL

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The Future Notary: Mastering RON, eNotary, and Complex Scenarios on Amazon

Quick & Easy Solutions How to Increase Mobile Notary Business for More Success & Profit: with 37 Professional Tips on Amazon

Executive Producer Derrick Spruill
Writers Marylyn Lee Trotter and Eddie Montes Travis
Graphics & Illustrations by Eddie Montes Travis
Music by Thomas Bynum
This Show is Produced by Magnificent Workz
Business Solutions

Transcript

SPEAKER_00 0:00

Ready to unlock your notary potential and boost your income? It's time to move beyond basic notarizations. In Notary, Niche Navigator by Derek Spruel, learn the most profitable specialized services, learn to master high-demand areas like loan signings, international apostles, and I9 employment verifications. This essential guide offers new ideas to help you become the go to expert in your field. Grab your copy of Notary, Niche Navigator by Derek Spruel today and start building your empire.

SPEAKER_02 0:33

Welcome to Notary Knowledge. It is Moneymaking Mondays, and I am Marilyn.

SPEAKER_03 0:37

And I am Eddie. We are so glad you're tuning in today.

SPEAKER_02 0:40

Yes, we are. And um, before we jump right into today's topic, we just want to remind you to pick up the Notary Knowledge books by Derek Spruell.

SPEAKER_03 0:48

Absolutely. Yeah, those books are a game changer. And make sure to visit the Notary Knowledge website as well.

SPEAKER_02 0:53

Right. And if you are getting value out of our shows, please, you know, take a second to rate the show, subscribe, and definitely share the podcast with others. It helps us out a ton.

SPEAKER_03 1:03

It really does. So today we are talking about B2B medical directives.

SPEAKER_02 1:08

Yes. And specifically, because it is money making Mondays, we are looking at this from a savvy strategist perspective. We are talking about embedding your services into an existing business workflow.

SPEAKER_03 1:20

Exactly. We are looking at the massive logistical, legal, and operational nightmare of notarizing medical documents in healthcare settings. I mean, think about it. You are in a hospital bed, hooked up to an IV, listening to a heart monitor beep.

SPEAKER_02 1:35

Right. It is incredibly stressful.

SPEAKER_03 1:37

Yeah. And you're trying to establish your final medical wishes, like an advanced directive or a medical power of attorney, but instead of peace of mind, you're told you have to wait for a mobile notary to, you know, navigate city traffic and find hospital parking.

SPEAKER_02 1:51

Aaron Powell, which is just it's a total administrative bottleneck. It is wild that in an environment with such advanced medical science, we are still relying on this totally clunky paper-based process.

SPEAKER_03 2:03

Aaron Powell It really is. And the hospital is paying sometimes over $200 an hour for this chaotic privilege. It is just bad business all around.

SPEAKER_02 2:11

It is. And you know, speaking of that wait time, remember Bella in Michigan?

SPEAKER_03 2:15

Oh, yeah, from her email last week.

SPEAKER_02 2:16

Right. Bella was saying she actually lost a hospital contract because her mobile wait times were just too long for their stat calls. The doctors literally could not wait for her to fight through downtown traffic.

SPEAKER_03 2:27

Exactly. And that is the bedside reality we are dealing with. The physical environment alone fights against the traditional notary process. You finally get to the room and suddenly a nurse rushes in to change an IV.

SPEAKER_02 2:39

Oh, or a doctor comes in for rounds and pushes you out into the hallway for another 30 minutes.

SPEAKER_03 2:45

Right. And on top of that, you are legally obligated to assess the patient's state of mind. You have to make sure they are alert and willing.

SPEAKER_02 2:53

Which, um, how are you supposed to do that if the patient is on heavy painkillers?

SPEAKER_03 2:58

Oh.

SPEAKER_02 2:58

Or drifting in and out of sleep. I mean, you literally have to track down an attending physician to confirm they are legally competent.

SPEAKER_03 3:05

Which pulls doctors away from saving lives. It turns a medical emergency into this amateur legal deposition.

SPEAKER_02 3:11

Yeah, it really does.

SPEAKER_03 3:12

And then they're the fees. Owen in Colorado actually brought this up recently. He was trying to figure out how to structure his fees for ambient transport because traditional mobile notaries are expensive.

SPEAKER_02 3:23

They really are. Our sources highlight Leakmead Mobile Notary out in Nevada. They charge transport fees ranging from $90 all the way up to $210 for a single one-hour stat delivery.

SPEAKER_03 3:35

And that is just for the ink signature. The hidden costs on the back end are even worse.

SPEAKER_02 3:40

Wait, what do you mean by the back end costs?

SPEAKER_03 3:42

So once that paper is signed, someone at the hospital has to manually scan it, type in the metadata to attach it to the right patient file, do a QA check, and then securely destroy the physical paper for HyPA compliance.

SPEAKER_02 3:56

Oh wow. Yeah, I didn't even think about the manual data entry side of it.

SPEAKER_03 3:59

Right. And sources estimate that manual scanning and indexing costs hospitals about $20 per individual file. When you add that up, it contributes heavily to the $262 billion the healthcare industry wastes every year on administrative complexity.

SPEAKER_02 4:15

That is just mind-blowing. $262 billion. So, okay, the obvious question here is why don't they just use a nurse?

SPEAKER_00 4:23

Right.

SPEAKER_02 4:23

I mean, if outside couriers are bleeding the hospital dry, why doesn't the hospital just ask the nurse standing right next to the bed to sign as the notary? They are already there. They know the patient.

SPEAKER_03 4:32

So doing that introduces a massive, potentially catastrophic conflict of interest.

SPEAKER_02 4:37

Really, just from a nurse stamping it.

SPEAKER_03 4:39

Yeah, because the whole foundation of notarization is the impartial third-party witness. If a hospital employee notarizes an advanced directive for a patient in their own facility, it rips a giant hole in that legal defense.

SPEAKER_02 4:52

Oh, I see. Because they work for the hospital.

SPEAKER_03 4:54

Exactly. Imagine a patient signs a do not resuscitate order and an administrative clerk notarizes it. A few days later, the patient passes away. An angry family member could easily sue, claiming the hospital coerced the patient into limiting care just to save money or free up a bed.

SPEAKER_02 5:11

Wow, yeah, that is a huge liability gap because the notary's paycheck comes from the hospital, so their impartiality is compromised.

SPEAKER_03 5:18

Right. The hospital is basically grading its own homework on a life or death document.

SPEAKER_02 5:22

But wait, don't state laws vary on this? Because I know in states like Florida and Pennsylvania, corporate employees can technically notarize company documents, right? Assuming they don't get a direct bonus for it.

SPEAKER_03 5:33

Technically, yes. Commerce laws in some states might allow it. But there is a huge difference between what is technically legal and what is liability proof in healthcare.

SPEAKER_02 5:42

Ah, gotcha.

SPEAKER_03 5:43

Yeah. Hospital legal departments do not play around with technically legal. They are all about risk mitigation, especially with end-of-life care. And it's even more complicated because document execution laws are so fragmented.

SPEAKER_02 5:57

Oh, for sure. Like North Carolina requires a notary plus two separate impartial witnesses for advanced directives.

SPEAKER_03 6:04

Which is a complete nightmare to coordinate in a restricted hospital ward.

SPEAKER_02 6:07

Right. And then you look at Colorado, where you don't even strictly need a notarization for a medical durable POA. But hospitals there still require it internally to prevent fraud. They know estranged family members will contest a simple signature.

SPEAKER_03 6:21

Exactly. So you have this multi-billion dollar administrative mess wrapped in a fragmented legal minefield. And this is where the savvy strategist comes in, right? Because technology is the bridge.

SPEAKER_02 6:31

Yes, the digital cure, remote online notarization, or Ron platforms.

SPEAKER_03 6:36

Which is completely rewiring B2B hospital workflows. What makes Ron so brilliant here is how elegantly it solves that conflict of interest problem.

SPEAKER_02 6:44

Because it is a remote third party.

SPEAKER_03 6:45

Right. The hospital beams in an independent state commissioned notary via a secure video feed. It completely removes the hospital employee from the equation. The impartiality is mathematically and visually documented.

SPEAKER_02 6:58

And the economics are just staggering. Instead of that $90 to $200 physical courier fee, enterprise Iran platforms like Notary Live, Pactima, or Proof, they drop the cost to just $1.50 to maybe $3 per session on enterprise tiers.

SPEAKER_03 7:14

It's an incredible cost reduction. But honestly, the real magic isn't just the cheap video call, it's the technical integration. Because a video call is useless if you still have to print and scan the paper afterward.

SPEAKER_02 7:24

Right. You're still paying that $20 back-end indexing cost. So how does the tech actually eliminate that?

SPEAKER_03 7:30

These RON platforms plug directly into the hospital's electronic health records, their EHR systems, like Epic or Cerner. They use API workflows like SMART on FHIR and HL7.

SPEAKER_02 7:41

Okay, hold on. Let's unpack those acronyms for a second, because if we are talking to notaries who want to embed their services into these business workflows, they need to know this terminology.

SPEAKER_03 7:50

Absolutely. So HL7, which is health level 7, is basically the universal language that lets medical software talk to other systems. Right. And SMART on FHIR is an API standard. Think of it like a highly secure doorway. Instead of giving the notary software the keys to the entire hospital database, it just reaches in and grabs exactly what it needs.

SPEAKER_02 8:12

Like the patient's demographics, their name, date of birth, medical record number.

SPEAKER_03 8:17

Exactly. And it does this instantly, which completely neutralizes manual data entry errors. No more spelling a last name wrong on a paper form.

SPEAKER_02 8:25

Okay, but let me push back a little here. We are talking about highly advanced digital APIs. Are we really expecting a heavily medicated 85-year-old patient to navigate an iPad video call and manage electronic identity proofing?

SPEAKER_03 8:39

Well, no, not on their own. That would be a disaster.

SPEAKER_02 8:41

Right. That sounds harder than just finding a physical notary.

SPEAKER_03 8:44

But the beauty of embedding this service into the workflow is that the hospital staff facilitates the tech handshake. A clinical coordinator brings the tablet to the bedside. It's already authenticated. The patient just looks at the screen and talks to the remote notary.

SPEAKER_02 8:59

But how does the remote notary verify their identity through a screen better than looking at a physical driver's license?

SPEAKER_03 9:06

It is actually vastly superior. These platforms use NIST ILO2 identity verification standards, along with KBA, which is knowledge-based authentication.

SPEAKER_02 9:14

Oh, I love KBA. It queries those deep public databases in real time, right?

SPEAKER_03 9:19

Exactly. It asks out-of-wallet questions that only the patient would know, like which of these four addresses did you live at in 2014? Or what color was the subaru registered to you in 2018?

SPEAKER_02 9:28

Yeah, a forged driver's license isn't gonna help an imposter answer that.

SPEAKER_03 9:32

Not at all. And once the identity is proven, the patient signs digitally. Then the remote notary applies a tamper evident cryptographic seal. If anyone tries to alter a single pixel, later like changing a DNR to a suscitate, the seal breaks visibly.

SPEAKER_02 9:46

Oh wow, so it is like a digital vacuum seal. And then the HL7 message pushes that legally binding PDF straight back into the patient's digital chart. Instantly sealed. No scanning, no indexing.

SPEAKER_03 9:59

And it maintains rigorous IPA compliance with 256-bit AES encryption and strict business associate agreements or BAAs.

SPEAKER_02 10:09

Okay, so the tech works perfectly, but let's pivot to the business strategy because you can't just walk into a massive healthcare network and pitch an API because it sounds cool. No, you definitely cannot. Hospitals are notoriously slow moving. So how do B2B tech companies and the notaries partnering with them actually sell this massive workflow overhaul to the C-suite?

SPEAKER_03 10:29

It requires a highly segmented strategy. You have to speak different languages to different administrators to address their specific anxieties.

SPEAKER_02 10:35

Right. So let's start with the general counsel or risk management.

SPEAKER_03 10:38

For the general counsel, you don't even mention the word efficiency. You pitch them purely on legal armor. You show them the cryptographic seals, the SOC2 type two compliance audits.

SPEAKER_02 10:47

And you hammer home that this system permanently removes their nursing staff from the conflict of interest equation.

SPEAKER_03 10:53

Exactly. You are selling them the peace of mind that they won't get sued over a biased notarization.

SPEAKER_02 10:59

Okay, so the lawyers are happy. Next up is the VP of patient access operations. They run the intake desks and manage the nurses.

SPEAKER_03 11:07

Right. And their main concern is burnout. So you pitch the elimination of friction, you show them case studies proving a 50% reduction in document turnaround times. You are giving their nurses hours back every shift to focus purely on patient care.

SPEAKER_02 11:22

And finally, you have to get past the CFO, the chief financial officer.

SPEAKER_03 11:26

The CFO only cares about the bottom line. So you present the cost-benefit matrix, you stack the $200 physical courier fee against the $3 digital transaction fee.

SPEAKER_02 11:36

And honestly, this is where we need to talk about the financial reality for notaries building these B2B enterprise models. Because getting paid on these huge corporate contracts is a whole different ballgame.

SPEAKER_03 11:46

Oh, absolutely. Like Ruby in Georgia.

SPEAKER_02 11:48

Yes. Ruby emailed us asking about the cash flow issues when dealing with hospital billing departments and waiting on net 30 checks.

SPEAKER_03 11:56

Right. When you embed your services into a hospital workflow, you aren't collecting a $20 bill at the bedside anymore. You are invoicing a massive corporation.

SPEAKER_02 12:06

And then there are the taxes. Mason in Texas and Levi in Virginia were both asking about self-employment tax set asides when you land a massive, high-volume hospital contract.

SPEAKER_03 12:16

Yeah, that volume changes everything. It aligns with value-based care models. But as a business owner, you have to prepare for the massive influx of revenue and the corporate payment terms.

SPEAKER_02 12:25

It is such a good point. But with all of this, the risk, the cost, the learning curve of ripping out a legacy paper workflow, are hospitals really eager to adopt this? Or are they just clinging to paper?

SPEAKER_03 12:37

Historically, they clung to paper, but they are suddenly being backed into a corner by incoming regulatory pressures. They're basically being forced into adopting this tech.

SPEAKER_02 12:46

Really? Like what kind of pressures?

SPEAKER_03 12:48

We'll look at the proposed 2026 IPA updates. The federal government is totally losing patients with healthcare data breaches. These updates are going to require enhanced multi-factor authentication across all vendors, stricter encryption, and brutal 24-hour data breach reporting requirements.

SPEAKER_02 13:05

Oh wow. So if a piece of paper with an advanced directive and a social security number goes missing in the scanning room, the hospital is facing massive fines instantly.

SPEAKER_03 13:14

Exactly. Clinging to an insecure paper workflow where a chart could just be left on a desk or lost in a cabinet is becoming an unacceptable compliance risk. Staying analog is now way more dangerous and expensive than the temporary friction of going digital.

SPEAKER_02 13:28

That is fascinating. We really took a journey today. We went from this deeply stressful analog bedside scramble, you know, an expensive notary stuck in traffic, massive conflicts of interest. And we traced how this B2B technology transforms that entire mess.

SPEAKER_03 13:43

It really does. It creates a streamlined, automated workflow that protects the hospital's legal standing while safeguarding the patient's final wishes.

SPEAKER_02 13:51

And this systemic shift impacts all of us eventually. I mean, the reality is that you or someone you deeply love will have to navigate a hospital intake process one day.

SPEAKER_03 14:01

It is a totally universal human experience. And knowing that these high-stakes documents are handled with impartial verification and military grade encryption, it should offer real comfort. It guarantees those final decisions are universally respected and legally ironclad.

SPEAKER_02 14:16

It fundamentally removes the burden of doubt from families during the absolute most stressful moments of their lives. And um, I actually want to leave you with a final thought to mull over as we wrap up today.

SPEAKER_03 14:27

Okay, let's hear it.

SPEAKER_02 14:28

We've spent this time discussing how technology is perfecting the notarization of a signature, right? But if we can now mathematically verify a patient's exact identity, their physical location, and their clear, uncoerced intent from a hospital bed using biometrics and encrypted video, how long until the very concept of a physical signature becomes completely obsolete.

SPEAKER_03 14:49

Oh, that is a great point.

SPEAKER_02 14:50

Right. I mean, we are rapidly approaching a future where messy ink on a page is discarded entirely, replaced by a clean, undeniable, cryptographic x-ray of human intent.

SPEAKER_03 15:02

That is an amazing way to look at it. Well, we've covered a lot today, so email your questions to Derek at derrickspruel.com.

SPEAKER_02 15:09

Yes, please do. We will try to answer as soon as possible at the end of our shows.

SPEAKER_03 15:13

And now for our credits. Executive producer Derek Spruell.

SPEAKER_02 15:17

Lead writer Marilyn Lee Trotter.

SPEAKER_03 15:19

Graphics by Eddie Montez Travis.

SPEAKER_02 15:21

Music by Thomas Bynum.

SPEAKER_03 15:23

And produced by MagnificentWorks Business Solutions. Remember, don't just be listeners of the knowledge, be doers of the knowledge.

SPEAKER_02 15:29

This is notary knowledge.

SPEAKER_03 15:30

Until next time.

SPEAKER_01 15:42

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