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. HIPAA After Retirement – How to Close Your Practice the Right Way

    17H AGO

    HIPAA After Retirement – How to Close Your Practice the Right Way

    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 discuss the HIPAA responsibilities for therapy practice owners when closing their practice or retiring. We cover: Common assumptions about responsibilities after retirement What determines your record retention length How long you must remain contactable after closing your practice and why The key functionalities you need to maintain, and the most economical ways to DIY them Outsourcing to an executor service as an alternative to the DIY approach Common mistakes that are made when shutting down a practice and how to avoid them Practice closure planning as part of client care planning Action steps to take if retirement is on the horizon Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources Retirement Record Retention Checklist a clear, practical guide to HIPAA compliance after retirement or practice closure. Learn what record retention laws require, how to honor clients' Right of Access, and which secure systems you need to maintain for the full retention period — so you can close your practice with confidence and integrity. PCT CE Course: Preparing For The Worst – A Professional Will Is Not Enough: Ensuring Continuity of Care In Event of Retirement, Death, or Disability 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 + 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) + 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 Resources TheraClosure (Professional Executor Services) — A therapist-founded service offering retirement and executor support for clinicians, including options for ongoing record retention and practice closure management. We mention them as one available option for outsourcing post-retirement HIPAA responsibilities. PCT has no affiliate relationship with TheraClosure and does not specifically endorse their services; clinicians should perform their own due diligence when evaluating vendors.

    27 min
  2. Being Findable in an AI-Shaped Referral World

    FEB 13

    Being Findable in an AI-Shaped Referral World

    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 offer actionable tips for practice owners regarding the rapidly changing landscape of online referral sources. We discuss: How online referral sources have changed over the last year Why Psychology Today is no longer the dominant referral pathway Emphasizing community based referrals How clients are using AI to find therapists How AI tools prioritize results Practical do's and don'ts for being findable via AI Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources Free companion resource: Being Findable in an AI-Shaped Referral World: A Therapist's Do's & Don'ts Guide We've created a practical, no-hype Do's & Don'ts checklist to help you strengthen your discoverability without chasing trends or gaming AI. It walks you through exactly what to focus on — and what to ignore — so your practice stays clear, ethical, and resilient in a changing referral landscape. On-Demand CE Course: Marketing in Mental Health: The Legal and Ethical Do's and Don'ts You Need to Know Join AMHCA ethics committee member, therapist and HIPAA lawyer, Eric Ström, JD PhD LMHC, as he unpacks what it means to do marketing as a mental health clinician. With so much advice being shared online and between colleagues about how to grow your mental health practice and business, he's here to set clear boundaries around what is appropriate ethically and legally when trying to bring in new clients. 3 Legal-Ethical CE Credit Hours 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 + 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) + 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 Resources Article from Clear Health Costs: Therapist forums buzzing over drop in Psychology Today referrals Article from Clear Health Costs: Therapists say Psychology Today referrals have dried up, and express concern

    33 min
  3. 42 CFR Part 2, HIPAA NPPs, and the February 16 Deadline: What Actually Needs to Change

    FEB 6

    42 CFR Part 2, HIPAA NPPs, and the February 16 Deadline: What Actually Needs to Change

    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's actually necessary when updating your Notice of Privacy Practices due to Part 2. We discuss: The confusion around updating NPPs without an updated model from HHS A quick refresher on Part 2 Who is considered a lawful holder under Part 2 Next steps for updating your NPP if you are a Part 2 program or lawful holder Our free resource on updating your NPP before the 2/16 enforcement deadline Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources PCT Free Resource: 42 CFR Part 2 & HIPAA Notices of Privacy Practices: A Decision Guide and Sample Language for Covered Entities a practical resource designed to help HIPAA-covered practices determine whether the updated 42 CFR Part 2 rules apply to them — and, if so, what belongs in their Notice of Privacy Practices. The guide includes a clear decision flow, plain-language explanations of Part 2 program vs. lawful holder obligations, and sample NPP language tailored to each category. It was created to fill the gap left by the absence of an updated HHS model NPP following the 2024 Part 2 Final Rule. Resources HHS Fact Sheet on the 42 CFR Part 2 Final Rule this HHS Fact Sheet summarizes the 2024 Final Rule updating 42 CFR Part 2, including new consent provisions, redisclosure alignment with HIPAA, enforcement changes, and the February 16, 2026 compliance deadline. It provides high-level regulatory context for healthcare organizations handling substance use disorder records. JD Supra Article: 42 CFR Part 2 and Privacy Rule Compliance: Action Required by February 16, 2026 This JD Supra article from Snell & Wilmer outlines the compliance steps healthcare organizations must take in response to the 2024 Final Rule updating 42 CFR Part 2. It explains which entities are required to update their Notices of Privacy Practices by February 16, 2026, including both Part 2 programs and HIPAA-covered entities that receive or maintain Part 2-protected records. The article highlights required NPP updates, enforcement risks, and the importance of aligning privacy notices with the amended regulations.

    15 min
  4. Don't Get Phished!

    JAN 30

    Don't Get Phished!

    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 advice on how to avoid phishing scams. We discuss: Phishing scams in text messages and email Common scams you might encounter What not to do when you get a suspicious text message PCT resources for how to identify scams and social engineering Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website.

    11 min
  5. HIPAA Security Rule Changes: January 2026 Update & What Practices Need to Know

    JAN 23

    HIPAA Security Rule Changes: January 2026 Update & What Practices Need to Know

    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 update (and are once again offering reassurance) around the proposed HIPAA Security Rule changes. We discuss: The proposed Security Rule update on the OCR's spring regulatory agenda Why you're already in good hands if you're following PCT's advice  Some of the proposed changes that will impact therapy practices Reassurance about these proposed changes Effective dates versus compliance date Forecasting scenarios for these changes to take effect Steps to take now (and important things to not do now) to be proactive rather than reactive Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources: Article: HIPAA Security Rule Changes: January 2026 Update & What Practices Need to Know Explore our in-depth article unpacking the proposed HIPAA Security Rule updates — what's really happening, why it matters, and why this is a runway, not a cliff. You can also use our free Mini Risk Tool(download link in article) for a gentle check-in to see where your practice stands and what would most meaningfully support your security and compliance foundation. 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. 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 + 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) + 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

    28 min
  6. Insurance, Documentation, and Audits - With Dr. Maelisa McCaffrey

    JAN 16

    Insurance, Documentation, and Audits - 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 of QA Prep about how the landscape of insurance and documentation has shifted over the last decade.  We discuss: Risk adjustment audits and how they impact providers Billing codes and audit red flags AI documentation and how insurance companies are using AI Considerations when using AI for documentation Pressuring professional associations to advocate for clinicians and clients Our upcoming CE event on January 30th with Maelisa on how auditors think and why Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources: PCT CE course: Dealing with Insurance: How Auditors Think and Why a 3 CE credit hour training (including 1 legal-ethical CE hour) taught by Dr. Maelisa McCaffrey (QA Prep). This updated-and-expanded 2026 session demystifies medical necessity, clarifies what auditors and payers are actually looking for (and why), and helps clinicians document with more confidence and less stress. Expect real examples, sample notes reviewed together, 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. Live webinar presentation on January 30th, 2026 Registration for live training includes ownership of the on-demand self-study CE course produced from recording of live presentation — so you can get all the content *and* the CE, whether or not you can join live. Special Documentation, Insurance, and AI focused Office Hours and Group Practice Office Hours session with Dr. McCaffrey In February, Dr. Maelisa McCaffrey will be hosting a Documentation-Focused Office Hours + Group Practice Office Hours session exclusively for PCT's Practice Care Premium subscribers. This live (and recorded) Q&A is your opportunity to bring *your*  real-world questions about progress notes, documentation challenges, and insurance audits directly to one of the field's leading documentation experts. Submit your questions in advance through your dashboard and get practical, case-specific guidance in a supportive, clinician-centered space. Take a look at all the courses in our Dr. Maelisa McCaffrey, PsyD collection: Client-Centered Documentation: How To Write Ethical, Effective, And Efficient Progress Notes Foundations Of Documentation: Intake, Diagnosis, And Treatment Plans Modern Progress Notes: Considerations For Teletherapy, Insurance Audits, And Artificial Intelligence (AI) Rethinking Notes: Strategies For Making Documentation Simple And Meaningful   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 + 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) + 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 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.

    43 min
  7. Email Hacked? How to Prevent it and What to do When it Happens

    JAN 9

    Email Hacked? How to Prevent it and What to do When it Happens

    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 to do as a practice owner to prevent email hacks, and how to respond if one occurs. We discuss: Technical and behavioral measures to take to prevent email hacks Mandating two-factor authentication system-wide Education and staff training for prevention Creating a shame-free security culture in your practice Steps to take if you receive an email that looks suspicious Steps to take if you find out your email has been hacked Breach reporting timelines to be aware of PCT resources that guide you through security training and awareness; risk analysis and mitigation planning; and breach investigation, documentation, and reporting Ongoing training and security reminders for your team Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. CE Training: PCT's HIPAA Breaches and Investigation course, including a security investigation documentation form. 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 + 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) + 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 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.

    27 min
  8. The Big Stories of 2025 Impacting Mental Health Practices

    12/19/2025

    The Big Stories of 2025 Impacting Mental Health Practices

    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're highlighting the stories that impacted your practices this year, and the main takeaways from each story. We discuss: The proposed changes to the HIPAA Security Rule Common sense security updates to incorporate into your practice The proliferation of AI and ways therapists can differentiate themselves from AI The proliferation of platforms offering practice management as a service How group practices can stand out from these practice management platforms  Clinician burnout and clinicians returning to their clinical roots Progression of cross-jurisdictional practice mobility The uncertainty around the Medicare telehealth cliff  Listen here: https://personcenteredtech.com/group/podcast/ For more, visit our website. PCT Resources The relevant episodes of our podcast as mentioned: On Practice Management companies On the Medicare cliff On proposed HIPAA changes Free handout resource: Clinician Conversation Starters: Bringing Client AI Use Into the Therapy Room Practical prompts and responses to help clinicians talk with clients about AI use in ways that are safe, constructive, and clinically grounded. Free handout resource: Clinical Leadership Checklist: Guiding Teams in Addressing Client AI Use A step-by-step guide for clinical supervisors and directors to make client AI use considerations an intentional part of practice culture, including team awareness, policy updates, and supervision strategies. On-Demand CE course: Law & Ethics of the Clinical Use of Artificial Intelligence: Implications in Clinical Practice This 3 CE credit training with attorney and mental health counselor Eric Ström, JD, PhD, LMHC explores the rapidly evolving world of artificial intelligence in behavioral health. Learn how AI tools are being applied in clinical practice, what legal and ethical standards apply, and how to confidently evaluate whether and how to integrate new technologies. Participants gain practical strategies for aligning AI use with HIPAA, professional ethics codes, and client care standards—empowering you to implement AI tools responsibly and effectively in your practice. **Useful for all clinicians and practice leadership** 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 + 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) + 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 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.

    28 min
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4.9
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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