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 Julie Herres of GreenOak Accounting about how there’s still good money to be made in private practice, and what you need to know to make it. We discuss: Profitability and intentionality, and what it takes to stay on track Rate changes and cost of living changes impacting group practices How Julie would respond to practice owners who are feeling the squeeze right now Setting up the financials for a healthy practice Compensation for pre-licensed...
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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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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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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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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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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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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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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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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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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...
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 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 training: Legal-Ethical Cross-Jurisdictional Telemental Health in 2026: Interstate, International, and Complex Practice Considerations
Listen here: https://personcenteredtech.com/group/podcast/
For more, visit our website.
PCT Resources:
- New on-demand CE training: Legal-Ethical Cross-Jurisdictional Telemental Health in 2026: Interstate, International, and Complex Practice Considerations
Presented by Eric Ström, JD, PhD, LMHC and Liath DaltonA 3-hour legal-ethical CE training for clinicians navigating the realities of modern telemental health practice, where clients travel, relocate, attend college out of state, split time between households, or receive care while physically located somewhere other than the clinician’s primary licensing jurisdiction.This updated training moves beyond a basic “am I allowed to practice there?” analysis into advanced practical application. Participants examine practice-authority pathways, temporary practice allowances, PSYPACT, the Counseling Compact, the Social Work Licensure Compact, MFT portability developments, clinician-location versus client-location issues, international practice considerations, payer and malpractice concerns, emergency planning, confidentiality and mandatory reporting conflicts, minor consent and parent/guardian access issues, and documentation of due diligence.
Participants also receive practical worksheets to support jurisdictional verification, international due diligence, and mapping applicable laws, risks, and practice implications — helping clinicians move from identifying a possible permission pathway to evaluating the conditions, conflicts, capacity, documentation, and risk-management steps needed to make a grounded practice decision.
Recommended for any clinician providing teletherapy, as well as practice owners, supervisors, clinical directors, compliance leads, and other practice leadership responsible for supporting cross-jurisdictional care decisions. This training can also be assigned to team members through PCT’s free team training management system (Group Practice Care basic.)
As one participant shared: “Thank you for an absolutely excellent presentation! The presentation is a home run, and I will recommend it to my colleagues… I have a somewhat unique perspective on teletherapy and licensure mobility from working on these issues at the state, national, and international regulatory levels. The information that you provided is clear, direct, easy to follow, and accurate.”
- PCT's free (!) Teletherapy Practice Rules by State Tool
Whenever teletherapy sessions occur when the client -- or therapist -- are physically located outside the state of the clinician's licensure at the time of session, cross-jurisdictional practice is occurring. It is necessary to answer the question of whether it is permissible for you to work with that client in that state, regardless of whether the presence in another jurisdiction is temporary or not.In addition to the fundamental question of whether practice is permitted, and the particulars of how it is permitted, it is important to identify rules of practice, and training requirements, in order to be equipped with the information you need to follow for navigating legal-ethical cross-jurisdictional practice.This tool is a supportive resource to help you identify that information, link you to the authoritative source, and document your performance of due diligence when conducting cross-jurisdictional practice within the United States. - PCT’s Clinical Staff Teletherapy Training
- PCT’s Teletherapy Director and Supervisor Training for Group Practices
- PCT’s Teletherapy Manuals and Forms for Group Practices
- HIPAA Risk Analysis & Risk Mitigation Planning service for mental health 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 practice, and a mitigation checklist to help you reduce your risks.
- If you’re navigating filing a breach report and you haven’t completed a documented “thorough and accurate” HIPAA Security Risk Analysis that meets the foundational Security Rule requirements, this is something you want/need to do so it can be reflected in your breach report to the OCR (HIPAA regulators)
- 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