Ecosystem Legal Architecture

Four entities. One compliance posture. Zero referral money.

SolvingHealth LLC is the technology MSO. Altru.care is the physician-owned PC. SurgeonValue is the software platform. Co-op.care is the worker-owned cooperative. This page is how they stay structurally separated, and the queue of open legal decisions that unlock each revenue milestone.

Last updated April 17, 2026. Nothing on this page is legal advice.

The four entities

Each entity owns a specific role. No entity bills for work another entity does. No equity crosses lines that couldn't stand an OIG audit.

Technology MSO

SolvingHealth LLC

Colorado LLC. Owns all technology IP (CareOS, ClinicalSwipe, Sage, AI infrastructure). Licenses the stack to operating entities at flat FMV rates. Zero clinical control.

Counsel: Ryan (SolvingHealth LLC + Altru.care matters)
Physician-Owned PC

Altru.care

Physician-owned Professional Corporation. 50-state licensed. Delivers all clinical care. Bills Medicare Part B under its own NPI. Holds the clinical relationships.

Counsel: Ryan
Software Platform

SurgeonValue Inc

Delaware C corporation. Software for orthopedic surgeons. Flat per-encounter pricing. Surgeons bill under their own NPIs. Not an MSO, not a provider.

Counsel: Ryan
Worker Cooperative

co-op.care LCA

Colorado Limited Cooperative Association. Worker-owned. Delivers companion care. Separate from all technology and clinical entities.

Counsel: Jason Wiener (co-op.care)
Tier 1

Next 30 days

Blocks first revenue (target: May 17, 2026)

1 · IRS §213(d) LMN opinion

Altru.care
DecisionCan Altru.care issue Letters of Medical Necessity that make companion care, home modifications, and wellness services HSA/FSA-eligible under IRC §213(d)(1)(A)?
UnlocksFirst $199 LMN revenue. National scale via the attending physician's 50-state license.
Sub-questionsDoes physician pre-screening defensibly distinguish Altru.care from form-factory competitors (Truemed, Burst)? What documentation must Altru.care keep per letter? Any expense categories to refuse?

2 · CMS 855I disclosure language & enrollment structure

Altru.care
DecisionThe exact DPC disclosure language on Form 855I; whether Altru.care files a separate 855I from the attending physician's individual 855I.
UnlocksFirst Medicare Part B claim. All CCM, RTM, PCM, TCM, ACP, PIN, CHI revenue.
DependenciesCanvas Medical (candidate EHR) requires this filed before billing configuration. Revenue-blocking if not sequenced correctly.

3 · Entity formation — PC vs PLLC in Colorado

Altru.care
DecisionEntity type for Altru.care in Colorado; physician ownership requirements for Medicare billing entity under the corporate practice of medicine doctrine.
UnlocksEIN → bank account → Medicare enrollment → Stripe merchant → Canvas Medical contract → BAA with SolvingHealth LLC.
StatusGate behind everything else. Items #1 and #2 both depend on the formed entity.
Tier 2

Days 30–90

Blocks scale (target: July 17, 2026)

4 · Incident-to billing across state lines

Altru.care
DecisionCan the attending physician (Colorado-PC-employed) supervise clinical staff in other states under general supervision for incident-to billing under the 2026 CMS general-supervision expansion?
UnlocksFirst NP/PA hire in Month 3 (not Month 9). Phase 2 direct-supervision codes. Multi-state companion-care coordination.

5 · MSO management fee FMV benchmark

SolvingHealth ↔ Altru.care
DecisionIs the 18% MSO management fee from Altru.care to SolvingHealth LLC defensible as FMV for services rendered (technology, billing ops, scheduling, intake, compliance)?
UnlocksClean revenue flow Medicare Part B → Altru.care → SolvingHealth LLC.
Sub-questionFlat dollars per patient or percentage? Flat is cleaner for AKS defense (matches the OIG AO 25-03 framework SurgeonValue is using).

6 · SurgeonValue CJR-X gainsharing separation

SurgeonValue
DecisionWhen a SurgeonValue customer practice participates in a CJR-X gainsharing arrangement with a convening entity, does the SurgeonValue flat platform fee stay clean under the OIG gainsharing framework?
UnlocksEvery CJR-X-participating orthopedic practice as a SurgeonValue customer without per-deal legal review. CJR-X is becoming nationwide mandatory — ~2,500 hospitals.
Tier 3

Month 4+

Phase 2 unlocks

7 · Direct supervision model requirements

Altru.care
DecisionWhat the attending physician needs in place (policies, training logs, presence standards) to bill under direct supervision codes reimbursing higher than general supervision.
Unlocks20–40% revenue lift on applicable codes.

8 · Co-op.care → Altru.care referral interface

co-op.care ↔ Altru.care
DecisionWhen co-op.care refers a member to Altru.care for an LMN or a Part B service, is that a clean arm's-length referral? Joint memo with Jason Wiener (co-op.care counsel) and Ryan (Altru.care counsel).
NoteThe only item that needs Ryan + Jason Wiener coordinated. Every other decision stays on Ryan's side alone.

Full compliance status

Living document. Updated whenever a structural change clears counsel. Green items are settled and documented; yellow items are in Ryan's queue.

AreaEntityStatusTier
Colorado DPC statute (HB 17-1115)Altru.careClear
Membership vs Medicare FFS separationAltru.careClear
AI governance & physician attestationSolvingHealthClear
HIPAA Business Associate stackSolvingHealthClear
MSO-PC structural separationSH ↔ Altru.careClear
Platform vs MSO scopeSurgeonValueClear
Flat per-encounter pricing (no revenue share)SurgeonValueClear
Non-paid resource directorySurgeonValueClear
Sanctioned EHR integration (SMART on FHIR)SurgeonValueClear
Anti-rubber-stamp attestation (Fix 1)ClinicalSwipeClear
IRS §213(d) LMN opinionAltru.careYellowTier 1
CMS 855I disclosure languageAltru.careYellowTier 1
Entity formation (PC vs PLLC)Altru.careYellowTier 1
Incident-to billing across state linesAltru.careYellowTier 2
MSO management fee FMV benchmarkSH ↔ Altru.careYellowTier 2
CJR-X gainsharing separationSurgeonValueYellowTier 2
Direct supervision modelAltru.careYellowTier 3
Co-op.care referral interface (joint memo)co-op ↔ Altru.careYellowTier 3

Ten GREEN, eight YELLOW, zero RED as of April 17, 2026.

Public entity pages

Each operating entity publishes its own legal architecture at /legal on its primary domain. Yellow items on each page map to the numbered decisions above.

Altru.care

altru.care/legal

DPC architecture, membership vs FFS separation, MSO-PC structure. 5 GREEN, 4 YELLOW.

SurgeonValue

surgeonvalue.com/legal

AKS/Stark architecture, flat per-encounter pricing, non-paid referral directory. 6 GREEN, 2 YELLOW.

Primary sources

For counsel and partners

Ryan handles Altru.care, SolvingHealth LLC, and SurgeonValue matters. Jason Wiener handles co-op.care cooperative matters. The two coordinate only on the referral-interface memo.

For direct access to the legal architecture team: legal@solvinghealth.com