Episode 505: What Group Practice Owners Need to Know About BOIR
Release Date: 02/14/2025
Group Practice Tech
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 ... We discuss: understanding burnout as a cultural problem perfectionism, dopamine addiction, addiction to accomplishment, and sense of duty as contributing factors to burnout the roles curiousity, compassion and community play in addressing burnout showing up imperfectly, well Listen here: For more, PCT Resources: The below resources are not specifically oriented to addressing burnout -- but they are focused on providing wholistic...
info_outlineGroup Practice Tech
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 clearing up misconceptions and sharing best practices about testimonials for your therapy practice. We discuss: Why marketing is becoming more important in our current practice context Guidance from marketing professionals who don’t understand the scope of HIPAA What the professional ethics codes for therapists specifically say about soliciting testimonials, anonymous or otherwise Suggested best practices around testimonials as a therapist Example...
info_outlineGroup Practice Tech
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 clear up misconceptions about what it means to de-identify information under HIPAA. We discuss: What de-identifying actually means under HIPAA The two methods under which PHI can be de-identified The 18 HIPAA identifiers that indicate if information is PHI The difference between de-identified and anonymized data How to spot red flags from EHR vendors to protect PHI, and what questions to ask Opting in or out of AI note services in your EHR Listen here: ...
info_outlineGroup Practice Tech
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, Patrick Casale joins us for a difficult but necessary conversation on the implications of diagnosing neurodivergence in our current social and political context. We discuss: The current social and political context that is causing concern for neurodivergent people and their loved ones Client self-determination in determining if diagnosis goes into their medical record The benefits of having a diagnosis on the record The risks of having a diagnosis on the...
info_outlineGroup Practice Tech
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 HIPAA savvy and practical options to securely record and share sessions for supervision. We discuss: Why session recordings need to be so secure Common non-secure recording storage methods we see at PCT The PCT-preferred solution for storing session recordings (and why we recommend doing it this way) How to securely record and share online sessions or in-person sessions Google Workspace best practices Another (less tech-friendly) option for...
info_outlineGroup Practice Tech
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 a realistic, high impact action for you to take today to boost your practice security: set up two-factor authentication (2FA). We discuss: What 2FA is and why it’s so useful Where we recommend having 2FA set up How Google Authenticator works for 2FA and why we love it How to set up and use Google Authenticator Action steps to take today to boost practice security with 2FA Listen here: For more,
info_outlineGroup Practice Tech
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 answer a question we’re getting a lot recently, about what’s permitted when supervising pre-licensed therapists. We discuss: How compact privileges work for therapists PSYPACT and the upcoming Counseling Compact and Social Work Licensure Compact AAMFT and the push for licensure portability How to manage supervision for pre-licensed folks Liability and ethical implications for unauthorized practice Listen here: For more, PCT Resources ...
info_outlineGroup Practice Tech
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 a how-to guide for managing role-based access and shared accounts with HIPAA in mind. We discuss: How to audit system access in your practice Defining roles and responsibilities to determine access Managing shared email accounts with email delegation The difference between email aliases and delegated accounts Steps to take when systems don’t allow for multiple logins Listen here: For more, Resources HHS FAQ: PCT Resources PCT...
info_outlineGroup Practice Tech
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 explain why shared admin accounts are a security concern under HIPAA and what you can do about it. We discuss: Why shared accounts are a no-no, and why it’s such a common practice The HIPAA standards that are impacted by this practice The internal and external risks of sharing admin accounts The why and what of role-based access control Listen here: For more, Resources HHS FAQ: PCT Resources Free CE course for group practice...
info_outlineGroup Practice Tech
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 a quick update to your smartphone settings to increase device security. We discuss: Overwhelm as a barrier to HIPAA compliance and the key to success Two security settings to update on your smartphone Risk exposure + device security How to get step-by-step guidance for your specific device Listen here: For more, PCT Resources weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including...
info_outlineWelcome 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 providing a quick update on the Beneficial Ownership Information Report, or BOIR, for group practice owners.
We discuss:
- What the BOIR is and who would have to file
- The current status of the BOIR requirement, and where to check for updates
- What we currently recommend for practice owners regarding BOIR
- How scammers capitalize on confusion and social engineering red flags to watch out for
Listen here: https://personcenteredtech.com/group/podcast/
For more, visit our website.
Resources
- FinCen Beneficial Ownership Information page
- BOI Small Entity Compliance Guide
- JD Supra Corporate Transparency Act: It’s Still Paused (For Now) -- Published 2/13/25
PCT Practice 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
- + 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
- PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles:
- For Group Practices
- For Solo Practitioners
- PCT's 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.