Episode 517: Intake, Assessment, and Diagnosis with Dr. Maelisa McCaffrey of QA Prep
Release Date: 05/19/2025
Episode 541: Five Stories We’re Grateful For This Season (and Why They Matter to Mental Health Providers)
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 share some positive stories to bring you some peace of mind at this time of year. We discuss: Increasing transparency requirements for AI service providers Cross-jurisdictional licensure portability/practice permissions expansion No telehealth cliff for Medicare clients, and the in-person visit requirement How security standards are becoming easier to adopt Practice culture becoming easier due to supportive systems Listen here: For more,
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Episode 540: Medicare Telehealth Update
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 chat with Gabrielle Juliano-Villani of Medicare Consulting for Therapists about recent updates regarding Medicare and telehealth. We discuss: The extension of in-person visit requirement What that means for new and established clients Coping skills for the ups and downs of business Main takeaways for practice owners with the recent extension Where to get updates on this topic Listen here: For more,
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Episode 539: What are Practice Management Companies (PMCs)?
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 unpack what Practice Management Companies (PMCs) are, and the legal and ethical considerations for therapists when using these platforms. We discuss: The proliferation of Practice Management Companies The difference between PMCs and EHRs Why the benefits of PMCs are so tempting to new clinicians in particular How these companies are marketed vs. what clinicians can actually expect Who owns PMCs, and the implications of that How group practice owners can...
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Episode 538: Medicare Teletherapy: What's Happening Right Now
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 have an update for you on what’s changed with teletherapy coverage for Medicare clients. We discuss: Our free 90 minute webinar that goes deeper into this topic What is still covered for behavioral/mental health services What has changed for behavioral/mental health services Who is considered an established client or a new client Exceptions to the in-person visit requirement Next steps to take to prepare for this change in your...
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Episode 537: Sharing Apple Notes - When Convenience Turns Into a Breach
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 sharing a PSA about how Apple Note sharing works, so therapy practices can avoid a breach. We discuss: The context that precipitated this episode What constitutes a breach How sharing works for Apple Notes and Google Keep Only using services you have a BAA with Compliance as a process, not a product Steps solo and group practitioners can take to address this Listen here: For more,
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Episode 536: Reproductive Health Records & HIPAA: What Therapists Need to Know
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 have an important update for therapists regarding the reproductive health Final Rule. We discuss: The Final Rule requirements that would have impacted therapists Why the Final Rule isn’t applicable now Being aware of any state laws that are applicable regarding reproductive health information Intentionality and care around sensitive info within PHI Our CE training on Law and Ethics of Clinical Documentation in a Post-Roe World Listen here: For...
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Episode 535: Passkeys and Password Managers: The Future of Secure Logins for Therapists
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 explain what therapists should know about using passkeys in their practice. We discuss: Why we recommend password managers How passkeys differ from passwords Why passkeys are simpler and safer than passwords Which password manager we recommend Where you can use passkeys Things to consider when adopting passkeys Listen here: For more, Resources Article: PCT Resources weekly (live & recorded) direct support & consultation service, Group...
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Episode 534: Beyond the Cliff: What Medicare’s New Telehealth Rules Really Mean for Therapists
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 share what’s actually changing for therapists regarding the Medicare telehealth “cliff” after October 1st 2025, so you can prepare without panic. We discuss: Why telehealth coverage is changing for Medicare providers after 10/1 Which changes do not apply to therapists The in-person visit requirement that does apply to therapists When you would need to see both established and not established Medicare clients in-person Exceptions to the in-person...
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Episode 533: “Telehealth Care Coordination Policy & Procedures” — What to Know
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 explain what you should know if you’ve been asked to provide “Telehealth Care Coordination Policy & Procedures” to insurance companies. We discuss: What this policy is and why they’re needed What core elements should be included Saving lives by following these practices and procedures Secure communication standards for continuity of care What you should do to comply, for solo and group practices ROIs for coordination of care Our upcoming...
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Episode 532: From HIPAA to Part 2: Preparing for OCR’s New Role in SUD Privacy
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 clarify who is impacted by the Part 2 Final Rule. We discuss: What’s included in the Part 2 Final Rule and why it’s necessary How to evaluate if you’re subject to Part 2 rules What compliance looks like under the new Part 2 rules Redisclosure under Part 2 Steps to take ahead of the February 2026 deadline for enforcement Listen here: For more, PCT Resources: Handout resource: A quick-reference tool to determine if you’re a...
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 discuss managing documentation for intakes and assessments with Dr. Maelisa McCaffrey of QA Prep.
We cover:
- Top misconceptions about documenting intakes and assessments
- Time management and logistics for intakes and assessments
- Balancing ethics, legal obligations, and customer service
- What Maelisa recommends covering in an intake session
- Layering informed consent
- How to minimize writing the same things over and over in assessments
- Our upcoming CE training with Maelisa on documentation for new clients
Listen here: https://personcenteredtech.com/group/podcast/
For more, visit our website.
PCT Resources
- CE Training: Foundations of Documentation: Intake, Diagnosis, and Treatment Plans
- Join Dr. Maelisa McCaffrey as she gives you practical tools for managing all the documentation related to new clients – informed consent, intake paperwork, assessment and diagnosis, and creating treatment plans. You’ll also learn how to incorporate client feedback, build rapport, and connect with clients throughout these paperwork heavy tasks.
- Plus: Dr. McCaffrey’s documentation packet to help you improve your notes including:
- Diagnosis Justification Examples
- Treatment Plan Template
- Sample Treatment Goals List
- 2 legal-ethical CE credit hours
- Live (June 9th, 2025) *and* Recorded On-Demand Self-Study CE Training
- Ideal for clinical leadership + all clinicians
- Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation on May 23rd
- This is special access to top experts in our industry available only to Practice Care Premium members. Register to attend these special sessions through Practice Care Premium
- You can get Office Hours through Practice Care, or get 3 months of complimentary access through our Telemental Health Certificate Program.
- 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.