Episode 607: HIPAA After Retirement – How to Close Your Practice the Right Way
Release Date: 02/20/2026
Episode 623: Now You Can Secure Outbound Email in Google Workspace
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 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...
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Episode 622: Must You Complete the Note Before Submitting the Claim? Fraud, Mistakes, and the Rules That Actually Apply
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 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...
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Episode 621: Beyond CBT, Documenting the Therapy You Actually Practice with Dr. Maelisa McCaffrey
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 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...
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Episode 620: Choosing the Right Business Entity for Your Practice: LLCs, PLLCs, PCs & S-Corps Explained (with Dan Pepitone)
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 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...
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Episode 619: Public Wi-Fi: Is It Still a Security Risk? What Therapists Need to Know About Untrusted Networks
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 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: For more, Resources: ...
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Episode 618: HIPAA Security Rule Update: What We Know, What We Don't, and What You Should Do 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 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...
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Episode 617: CAQH is Now DataSpring: Why Therapists Should Pay Attention
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 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...
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Episode 616: Licensure Compacts & Portability 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 have exciting updates for cross-jursidictional and multi-jurisdictional practice. We discuss: The Counseling Compact, and the states in which it is live The ETA for the Social Work Licensure Compact going live Access MFT’s licensure portability effort Portability-friendly laws and how they differ from rights for temporary practice PSYPACT updates Physical location restrictions and requirements for providers under compacts Details of our upcoming CE...
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Episode 615: Your Data is Not Your Own: Why VC-Owned Healthcare Wants Your Information
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 a cautionary tale about a Talkspace client whose healthcare information was weaponized against them. We discuss: Venture capital firms buying therapy practices, monetizing, and weaponizing client data to make more money A recent case where a Talkspace client’s data was read aloud in court Platforms using client communication to train LLMs and AI platforms How these platforms are profoundly detrimental to clients, therapists, and the profession Why...
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Episode 614: AI Is Just The Latest Example - Why Training Matters For Every New Tool
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 talk about the importance of proficiency and competency with any tool or modality used in your practice. We discuss: Why training is necessary with any tool or modality used in your practice, not just AI What the professional ethics codes say about competence and proficiency for tools and modalities used How PCT evolved to help clinicians manage the advent of new technology Our upcoming CE training on how to evaluate AI and incorporate it into your...
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 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.