Episode 621: Beyond CBT, Documenting the Therapy You Actually Practice with Dr. Maelisa McCaffrey
Release Date: 07/10/2026
Episode 624: The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting
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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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...
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 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 capture the depth of therapeutic transformation
- AI documentation: is it better?
- What fundamentals need to be in place for AI to be clinically useful
- Mistakes Maelisa has seen AI make in clinical documentation
- Maelisa’s upcoming CE training on documentation, featuring live coaching demos to help with skill-building
Listen here: https://personcenteredtech.com/group/podcast/
For more, visit our website.
PCT Resources:
- New CE Training: Beyond CBT: Documenting Somatic, Creative, and Culturally-Informed Interventions Presented by Dr. Maelisa McCaffrey | 3 CE Credit Hours | Live (7/hours 27) and On-Demand
- This workshop is designed for therapists who want their documentation to reflect the work they're actually doing. Participants will learn a practical framework for connecting contemporary therapeutic interventions to medical necessity, develop personalized intervention language for treatment plans and progress notes, and watch live documentation coaching sessions that demonstrate the documentation process in real time. Includes downloadable worksheets, intervention templates, and on-demand self-study CE course access following the live event.
- Explore Dr. McCaffrey's PCT CE course collection on Documentation & Clinical Use of AI
- Dr. Maelisa McCaffrey is one of the leading educators on ethical, clinically meaningful documentation for mental health professionals. Explore her complete collection of PCT continuing education courses on progress notes, treatment plans, medical necessity, insurance audits, contemporary documentation practices, and the ethical use of AI in clinical work.
Resources:
- Dr. McCaffrey's book: Stress Free Documentation for Mental Health Therapists
- Dr. McCaffrey's company: QA Prep
- Want to continue learning from Dr. Maelisa McCaffrey? Visit QA Prep, her educational platform dedicated to helping mental health professionals create documentation that is clinically meaningful, ethical, efficient, and far less stressful. Explore free resources, self-paced courses, consultation, practical tools, and her Stress-Free Documentation book covering progress notes, treatment planning, medical necessity, AI, supervision, and more.