Group Practice Tech

Person Centered Tech
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Group Practice Tech by Person Centered Tech: a podcast where we help mental health group practice owners ethically and effectively leverage tech to improve their practices.

  1. 5d ago

    The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we chat with Julie Herres of GreenOak Accounting about how there's still good money to be made in private practice, and what you need to know to make it. We discuss: Profitability and intentionality, and what it takes to stay on track Rate changes and cost of living changes impacting group practices How Julie would respond to practice owners who are feeling the squeeze right now Setting up the financials for a healthy practice Compensation for pre-licensed vs. fully licensed clinicians Julie and Liath's predictions for the trend to swing away from VC-backed therapy platforms and back to smaller group practices What group practices can bring to the table that these platforms can't Metrics to track to be able to make informed and aligned decisions in the short, medium, and long-term The value, in time, money, and cognitive overhead, in outsourcing to a trusted expert Julie's upcoming event in September for group practice owners, Group Practice Con Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Therapy for Your Money Podcast — Hosted by Julie Herres, founder and CEO of GreenOak Accounting, this podcast helps private practice owners understand their finances, improve profitability, and make confident, data-informed business decisions. GreenOak Accounting for Mental Health Professionals — Specialized accounting and financial guidance for therapists and mental health practices, with services designed to support solo practitioners, group practices, and practice owners navigating growth and expansion. Profit First for Therapists by Julie Herres — Julie's practical, therapist-specific adaptation of the Profit First framework, designed to help practice owners build profitability into their financial systems, pay themselves appropriately, and create a more sustainable practice. Group Practice Con 2026 (Sold Out!) — A tactical, growth-focused conference for established group practice owners, co-hosted by Julie Herres and Joshua Brummel. The 2026 event takes place September 9–11 in Chicago and is currently sold out, but practice owners can join the waitlist through the conference website.     PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training

    The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting

  2. Aug 7

    Now You Can Secure Outbound Email in Google Workspace

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we have an exciting update about how to make your Google Workspace email HIPAA-secure. We discuss: The encryption mechanism, TLS, and how it fits into HIPAA Security Rule standards Ways that behavioral health practices typically manage email security Escrow style email The transmission security standard under HIPAA Google's transparency report about safer email HIPAA-friendly conventional email vs. HIPAA secure email Two limitations to be aware of and a risk management and ethics perspective  How to set up this configuration in Google Workspace Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources: Article: A Practical Way to Secure Outbound Email in Google Workspace: What Mental Health Practices Need to Know Read PCT's complete explanation of the global routing rule, what enforced TLS changes for mental health practices, what it does and does not protect, and the steps practices should take before relying on it for email containing protected health information. PCT's Free Google Workspace Configuration Help Center Access PCT's video tutorial demonstrating how to configure the global outbound routing rule, along with additional step-by-step guidance for configuring Google Workspace for HIPAA-compatible use. Office Hours for Solo Practitioners Get direct consultation and ongoing support for applying HIPAA requirements to the particular needs of your practice—including email, client communication, technology selection, policies, and implementation. Group Practice Office Hours Practice leaders can receive direct support with developing communication systems and workflows that are HIPAA-compatible, effective, efficient, and workable for the practice, its team, and its clients. Article: 3 Kinds of Email Security: How to Make an Informed and HIPAA-Aware Choice Learn about PCT's framework for distinguishing among conventional email, TLS-secured email, and escrow or portal-style secure messaging—and choosing the option that fits the information, workflow, and client circumstances involved. Resources: Google Workspace Admin Help: Send Email Over a Secure TLS Connection Google's instructions for requiring TLS when sending email to specified recipients and preventing delivery when a secure connection cannot be established. Google Transparency Report: Email Encryption in Transit View Google's current data on the percentage of email sent and received by Gmail that is encrypted while traveling between email providers. HHS: Does the Security Rule Allow for Sending Electronic PHI in an Email? HHS guidance explaining how the HIPAA Security Rule applies when electronic protected health information is transmitted by email. HHS: Does the HIPAA Privacy Rule Permit Providers to Use Email With Patients? HHS guidance addressing email communication with patients, reasonable safeguards, and patients' requests to communicate through alternative means.

    Now You Can Secure Outbound Email in Google Workspace

  3. Jul 24

    Must You Complete the Note Before Submitting the Claim? Fraud, Mistakes, and the Rules That Actually Apply

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we debunk myths around documentation and fraud with Dr. Maelisa McCaffrey. We discuss: A recent article that is causing concern about whether submitting insurance claims before notes are complete constitutes fraud Fraud vs. mistakes, and consequences for mistakes in billing What constitutes fraud under the False Claims Act, with context from Eric Ström, HIPAA and mental health law attorney and practicing clinician Whether there are rules about when notes are supposed to be completed Maelisa's research on whether "late" notes can impact audits or a fraud case Claims vs. superbills and what provider obligations are with superbills PCT's training with Maelisa on How Auditors Think Changing or amending notes, and what that looks like in practice  Doing notes on paper if you struggle with overthinking your notes Just doing the documentation, and how you can always amend them later if needed Why private practice isn't for everyone, and that's okay How effective policies and procedures around documentation (and more) can help with hiring and retention for group practices Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources: PCT CE Course (on-demand) Dealing with Insurance: How Auditors Think and Why 3 CE credit hour training (including 1 legal-ethical CE hour) taught by Dr. Maelisa McCaffrey (QA Prep). This updated-and-expanded 2026 training demystifies medical necessity, clarifies what auditors and payers are actually looking for (and why), and helps clinicians document with more confidence and less stress. Includes real examples, sample note review, and practical tools you can use immediately — covering informed consent language for clients using insurance, treatment planning that supports insurance requirements without sacrificing clinical judgment, and self-auditing techniques to spot red flags before anyone else does. Includes handouts/resources such as diagnosis justification statements, common treatment goals, progress statement formulas and examples, sample progress notes, and a client file review tool. Special Office Hours & Group Practice Office Hours direct support and consultation session with guest expert and co-facilitator Dr. McCaffrey: August 6th, 2026. Accessible to Practice Care Premium members/subscribers.

    Must You Complete the Note Before Submitting the Claim? Fraud, Mistakes, and the Rules That Actually Apply

  4. Jul 10

    Beyond CBT, Documenting the Therapy You Actually Practice with Dr. Maelisa McCaffrey

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we chat with Dr. Maelisa McCaffrey about how to properly document your therapy sessions. We discuss: Normalizing why documentation is such a struggle for clinicians Dispelling the myth that it is necessary to translate what you're doing into CBT language for insurance reimbursement and why The danger of only considering insurance when documenting Documenting what actually happened in session Acknowledging that progress notes are never going to fully capture the depth of therapeutic transformation AI documentation: is it better? What fundamentals need to be in place for AI to be clinically useful Mistakes Maelisa has seen AI make in clinical documentation Maelisa's upcoming CE training on documentation, featuring live coaching demos to help with skill-building Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website.   PCT Resources: New CE Training: Beyond CBT: Documenting Somatic, Creative, and Culturally-Informed Interventions Presented by Dr. Maelisa McCaffrey | 3 CE Credit Hours | Live (7/hours 27) and On-Demand This workshop is designed for therapists who want their documentation to reflect the work they're actually doing. Participants will learn a practical framework for connecting contemporary therapeutic interventions to medical necessity, develop personalized intervention language for treatment plans and progress notes, and watch live documentation coaching sessions that demonstrate the documentation process in real time. Includes downloadable worksheets, intervention templates, and on-demand self-study CE course access following the live event.  Explore Dr. McCaffrey's PCT CE course collection on Documentation & Clinical Use of AI Dr. Maelisa McCaffrey is one of the leading educators on ethical, clinically meaningful documentation for mental health professionals. Explore her complete collection of PCT continuing education courses on progress notes, treatment plans, medical necessity, insurance audits, contemporary documentation practices, and the ethical use of AI in clinical work.   Resources: Dr. McCaffrey's book: Stress Free Documentation for Mental Health Therapists Dr. McCaffrey's company: QA Prep Want to continue learning from Dr. Maelisa McCaffrey? Visit QA Prep, her educational platform dedicated to helping mental health professionals create documentation that is clinically meaningful, ethical, efficient, and far less stressful. Explore free resources, self-paced courses, consultation, practical tools, and her Stress-Free Documentation book covering progress notes, treatment planning, medical necessity, AI, supervision, and more.

    Beyond CBT, Documenting the Therapy You Actually Practice with Dr. Maelisa McCaffrey

  5. Jul 3

    Choosing the Right Business Entity for Your Practice: LLCs, PLLCs, PCs & S-Corps Explained (with Dan Pepitone)

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we interview attorney Dan Pepitone about how to choose the right business entity for your group practice.  We discuss: Building a strong business foundation to reduce risk and exposure to liability The distinctions between different business entities, and tax implications for each Why some states like New York and California require behavioral health care providers to practice under a professional entity like a PC or PLLC When you need to register your business in other states where you plan to practice, and what to consider before expanding into other states Considerations when choosing a business entity for your practice When to revisit the entity you've chosen for your practice What ongoing legal maintenance is required for preserving your business entity Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Attorney Dan Pepitone's website and collection of highly useful legal guides   PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training

    Choosing the Right Business Entity for Your Practice: LLCs, PLLCs, PCs & S-Corps Explained (with Dan Pepitone)

  6. Jun 26

    Episode 619: Public Wi-Fi: Is It Still a Security Risk? What Therapists Need to Know About Untrusted Networks

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we share what you need to know about public wi-fi networks & the security risks they pose to your devices and information.  We discuss: The difference between privacy and security How the risks posed by public wi-fi networks have changed over time What security risks public wi-fi networks actually pose to your device How to use a risk analysis lens to put simple, accessible safeguards in place  Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website.   Resources: Reader's Digest Article: There's a New Danger When Connecting to Public Wi-Fi—Here's What You Need to Know Security Magazine Article: 5M Public, Unsecured Wi-Fi Networks Found Exposed Forbes Article: Stop Using Public Wi-Fi, Google Warns—Change Your Phone Settings AP News: One Tech Tip: Logging on at a cafe? Privacy and security guidelines for remote workers Zimperium Article: Travel Is Up and So Are the Risks 5 Million Public Unsecured Wi-Fi Networks Exposed PCT Resources: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training

    Episode 619: Public Wi-Fi: Is It Still a Security Risk? What Therapists Need to Know About Untrusted Networks

  7. Jun 19

    HIPAA Security Rule Update: What We Know, What We Don't, and What You Should Do Right Now

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we share what we know about the proposed HIPAA Security Rule and steps to take to safeguard your practice in the meantime until we know more.  We discuss: The current status of the proposed HIPAA Security Rule How regulatory uncertainty does not equal security uncertainty Takeaways from OCR Director Paula Stannard's comments at the National HIPAA Summit that give insight into the rationale behind the proposed rule Risk analysis, encryption, reasonable and appropriate safeguards, and meaningful protection of client information Our recommendation for building your compliance strategy Four steps practice owners should take right now to safeguard your practice PCT resources that can help you take those steps Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: Article: Feds Are Still Assessing Proposed HIPAA Security Rule Update PCT Resources: PCT's Free Mini-Risk Assessment Tool Wondering whether your practice's safeguards are reasonable and appropriate for today's threat landscape? Our free Mini Risk Analysis Tool provides a quick, practical way to evaluate your security circle, identify potential gaps, and determine where to focus your attention next. While not a substitute for a full HIPAA Security Risk Analysis, it's an excellent place to begin. HIPAA Risk Analysis & Risk Mitigation Planning service for mental health practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more

    HIPAA Security Rule Update: What We Know, What We Don't, and What You Should Do Right Now

  8. Jun 12

    CAQH is Now DataSpring: Why Therapists Should Pay Attention

    Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we have an important update for practice owners who bill insurance. We discuss: Why the change from CAQH to DataSpring is not just an administrative rebrand, as DataSpring is trying to position it Why this change is a big deal for practice owners who bill insurance  The action steps recommended by The Group Practice Exchange Additional PCT-recommended action steps Who owns the infrastructure that healthcare depends on? Looking at this change from a risk management perspective Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. Resources: PR Newswire article: Leading Health Plans Become CAQH Owners to Shape the Future of Healthcare Data The Group Practice Exchange's informational post & action items More context & takeaways from the Group Practice Exchange Mental Health Insurance Reform Task Force's post PCT Resources for practice optimization & fortification: Group Practice Care Premium weekly (live & recorded) direct support & consultation service, Group Practice Office Hours — including monthly session with therapist attorney Eric Ström, JD PhD LMHC Device Security Suite: assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost) Remote Workspace Security Suite: assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For Group Practices For Solo Practitioners Comprehensive HIPAA Security Policies & Procedures Forms & Logs for documenting implementation and maintenance of Policies & Procedures in practice Device & Workspace Security Suites Direct Support & Consultation from PCT team + therapist attorney Eric Ström, JD PhD LMHC (live & recorded + searchable library) Includes the Risk Analysis & Risk Mitigation Planning service + tool HIPAA Security & Privacy Ethics training HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices — care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

    CAQH is Now DataSpring: Why Therapists Should Pay Attention
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4.9
out of 5
13 Ratings

About

Group Practice Tech by Person Centered Tech: a podcast where we help mental health group practice owners ethically and effectively leverage tech to improve their practices.

Information

  • Creator
    Person Centered Tech
  • Years Active
    2020 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    ©2025
  • Show Website
    Group Practice Tech

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