Episode 272 | Avoid the Dreaded Board Complaint: Top Clinical Risk Management Tips for Group Practices with The Working Alliance
Release Date: 07/02/2025
Episode 276 | Top 5 Things Leadership Needs From You So They Can Stop Bothering You and You Can Finally Focus on the Big Picture with Lisa Besler
The Group Practice Exchange
Let’s be real - building a leadership team isn’t just about hiring strong people. It’s about letting them lead. If you’ve ever found yourself answering endless questions from your clinical directors or leadership staff, wondering why they can’t just run things without you, this episode is for you. In this week’s episode, I sit down with leadership expert and clinical director Lisa Besler to break down the top 5 things leadership teams need from YOU, the group practice owner, to thrive without constant oversight. We dig into the mindset shifts and practice management systems that...
info_outline
Episode 275 | Are Your Notes Putting Your Practice at Risk? Compliance & Therapy Documentation Tips with Dr. Tiana Kelly
The Group Practice Exchange
Are your notes putting your practice at risk? Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I’m joined by Dr. Tiana Kelly, who’s here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business. We’re covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation...
info_outline
Episode 274 | Is It Really a People Problem - or a Leadership Opportunity? Busting Myths About Leadership with Adrian Koehler
The Group Practice Exchange
As a group practice owner, it’s easy to assume your struggles are about hiring or team dynamics, when what’s really needed is some honest reflection and strong leadership training for teams. In this episode, I sat down with leadership coach, Adrian Koehler to unpack what’s actually going wrong in many therapy practices: leadership mistakes that no one wants to talk about. Adrian and I get into the real reasons leaders get stuck, why “being nice” isn’t always kind, and how your discomfort might be costing your business. We bust some major myths about leadership, and Adrian shares...
info_outline
Episode 273 | How Student Loan Planning, HRSA Loan Repayment & Nonprofit Student Loan Forgiveness Can Fuel Practice Growth with Connor Pierce
The Group Practice Exchange
Wondering how to turn student loans into a recruitment and retention strategy for your group practice? This episode is for you. I sat down with Connor Pierce - doctor of physical therapy and certified student loan consultant - to talk all things student loan planning, HRSA loan repayment, and nonprofit student loan forgiveness. As group practice owners, we’re always looking for ways to support our team while growing our business sustainably. And let’s be real - student loan planning isn’t just about personal finance anymore. It can directly impact your hiring, retention, and...
info_outline
Episode 272 | Avoid the Dreaded Board Complaint: Top Clinical Risk Management Tips for Group Practices with The Working Alliance
The Group Practice Exchange
Could your group practice survive a board complaint? If you’ve ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen. In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints. We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent...
info_outline
Episode 271 | Burned Out and Still Not Building Wealth? Try These Retirement Strategies and Diversifying Income Ideas for Practice Owners with Eric Miller
The Group Practice Exchange
Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner? If you’ve been pouring everything into your group practice but still feel like you’re not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success. We talk about how to stop relying on traditional retirement plans that don’t serve practice owners, and instead focus on...
info_outline
Episode 270 | Should Group Practices Offer EMDR Training for Therapists? These are the Key Benefits You Can’t Ignore with Rachel Harrison
The Group Practice Exchange
Have you thought about offering EMDR training for therapists in your practice, but don’t want to overwhelm them? In this episode, I’m joined by Rachel Harrison from Trauma Specialists of Maryland, and together, we unpack how EMDR training for therapists can transform how group practices support clients, retain top-notch clinicians, and position your practice as a true leader in trauma-informed care. We’re digging into why EMDR training can be a game-changer for group practices—and why it’s more than just another line item on your clinician benefits sheet. We also talk about how to...
info_outline
Episode 269 | Feeling the Referral Slowdown? Here’s How to Get More Therapy Clients and Boost Therapy Referrals
The Group Practice Exchange
Feeling like the therapy referrals at your group practice have stopped flowing in? You’re not alone, and it’s not your fault. A lot of us are seeing a drop in therapy referrals, even though the demand for therapy clients is still sky high. In this episode, I’m digging into what’s really going on behind the scenes and sharing clear, actionable ways for how to get more therapy clients. I’ll break down why the old strategies don’t work anymore, how to modernize your approach of networking for therapists, and the exact systems you need to make your practice stand out in today’s...
info_outline
Episode 268 | How Dietitians in Mental Health Can Elevate Client Care, and the Logistics of Building a True Multidisciplinary Therapy Team with Jamie Magdic
The Group Practice Exchange
Ever wondered if bringing on dietitians in mental health could transform your group practice—but felt stuck on where to start? In this episode, I’m sitting down with Jamie Magdic, registered dietitian and group practice owner, to dive deep into the logistics of dietitians in mental health, opportunities, and challenges of creating a true multidisciplinary practice. Jamie shares her experience running a thriving, insurance-based dietitian group and offers key insights into how multidisciplinary therapy can better serve your clients—and how to navigate the practical hurdles like...
info_outline
Episode 267 | How to Overcome Fear of Public Speaking as a Group Practice Owner with Linda Ugelow
The Group Practice Exchange
Does public speaking anxiety stop you from saying “yes” to opportunities to share your voice? As therapy group practice owners, many of us find ourselves being pulled toward leadership beyond the therapy room—whether that’s hosting retreats, teaching workshops, speaking at conferences, or simply leading internal trainings with more presence and ease. But here’s the thing: public speaking anxiety is very real—and faking it till you make it doesn’t always work. In this episode, I’m joined by vocal and speaking confidence coach Linda Ugelow to dig into how to overcome fear...
info_outlineCould your group practice survive a board complaint?
If you’ve ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen.
In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints.
We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent example is one of the most important clinical risk management documents in your practice.
In this episode, we cover:
- The one red flag that gets ignored most often by clinicians - and how it leads to board complaints if left unaddressed.
- Why your therapy informed consent example might be missing critical language (and what it needs instead).
- The biggest mistake group practices make with practice policies - and how it opens the door to liability.
- How tech is making it too easy for clinicians to skip key therapy documentation steps that protect everyone.
- What a team culture rooted in clinical risk management looks like - and how to build one starting now.
If you're a practice owner wondering what really goes into strong clinical risk management, you’ll walk away from this episode with actionable steps to protect your practice, your team, and your clients.
LINKS:
Need extra support? Join The Exchange, a membership community just for group practice owners.
The Group Practice Exchange Programs + Courses
The Accountability Equation™ Quiz
The Accountability Equation Book
Group Practice Forecasting Support GPT
CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:
CONNECT WITH THE WORKING ALLIANCE:
Document Packages - Use coupon Code TGPE25 for 25%!
Free Download: 11 Tips to Help You Avoid a Board Complaint... and Sleep Better at Night!
Contact them HERE for team trainings around building awareness about best practices in risk management
SPONSORS:
TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months!
GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!