Episode 624: The Math Has to Math: Building a Sustainable, Profitable Group Practice in 2026 — with Julie Herres of GreenOak Accounting
Release Date: 08/14/2026
Episode 633: Supporting Your Team & Protecting Your Practice -- with Niki Ramirez of HR Answers
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 Niki Ramirez of HR Answers about how human resources plays a role in effective leadership and a successful group practice. We discuss: Skills that make clinicians effective leaders, and common friction points for clinician leaders How Niki helps group practice leaders develop effective communication skills Progressive discipline, directive coaching, and non-directive coaching The importance of clear expectations and policies Shared...
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Episode 632: Device Termination: How to Retire a Device That Won't Turn On
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 how we recommend behavioral health practices safely and appropriately dispose of devices that won’t turn on. We discuss: Why smashing devices with lithium-ion batteries is a safety hazard Documentation for disposing of devices that won’t turn on Making sure the device actually won’t turn on Devices that are safe to physically destroy Electronic device recycling programs Listen here: For more, PCT Resources — Practical tools,...
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Episode 631: Supporting the Whole Client: Physiology, Mental Health, and GLP-1s with Dr. Kristen Allott
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. Kristen Allott about how mental health providers can support client well-being by looking at the foundational aspects of wellness. We discuss: How mental health is impacted when the power supply for the body (food, sleep, exercise, breathing) isn’t adequate Our primary attachment being to our body The impact of adrenaline in the body, and how that impacts folks with complex trauma, especially if they don’t eat regularly How understanding...
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Episode 630: “I Have to Report This, Right?” Mandatory Reporting and the Risk of Future Harm
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 discussing a topic that’s come up frequently in the wake of the Clancy case: mandated reporting. We cover: Misconceptions around mandated reporting Mandatory reporting vs. other legal and ethical duties that apply What a clinician needs to evaluate when there is concern harm may occur Permission to disclose vs. duty to protect Tarasoff duties and liabilities Determining what is required and what is permitted under applicable law The framework that...
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Episode 629: Does HIPAA Require TLS 1.2+ for Email? What Practices Actually 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 answer a listener question and provide clarification on whether securing outbound email in Google Workspace (as discussed in Episode 623) would constitute a HIPAA violation. We discuss: Why blanket claims about HIPAA violations or HIPAA requirements from service providers or vendors raise our ethical hackles Opportunistic vs. forced TLS Legacy TLS and how it would be used with the forced TLS setting configured in Google Workspace What HIPAA actually...
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Episode 628: HIPAA Security Officer: Who Leads, Who Does the Work, and Who’s Liable?
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 go over some common questions we get at PCT about the HIPAA designated Security Officer role. We discuss: The primary purpose of the Security Officer’s role What is actually required of the person in this role Determining the right person for this role in your practice Tasks that can be passed off to a Deputy Security Officer Operational structure for Security Officers and Deputy Security Officers Whether the Security Officer or Deputy Security...
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Episode 627: Key Takeaways from Day One of the 2026 NIST–OCR HIPAA Security Conference: Security Rule Updates & Risk Analysis
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 recap what behavioral health practice owners should know from day one of the HIPAA Security Conference. We discuss: The timeline for proposed Security Rule changes What practices must have documented in writing according to the current Security Rule Encryption being reasonable and appropriate in almost every practice environment Expanding risk analysis enforcement initiative to include risk management Why risk analyses are foundational, and what they have...
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Episode 626: Is Google Search Console HIPAA-Friendly? What Therapy Practices Can Learn Without Google Analytics
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 HIPAA-friendly way for therapy practice owners to get useful information about how their websites are performing, via Google Search Console. We discuss: What Google Search Console can tell you about your website The crucial differences between Google Analytics and Google Search Console Why Search Console is permissible for therapy practice websites Caveats and what to consider when configuring Search Console Listen here: For more, Resources for...
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Episode 625: Google Analytics for Therapy Practice Websites – The HIPAA Risks Explained
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 the reasoning, step by step, behind PCT’s position on Google Analytics for therapy practices. We discuss: Can website activity constitute Protected Health Information? HIPAA’s definition of healthcare operations vs. HIPAA’s definition of marketing Business Associates, and how there is no BAA available for Google Analytics The disclosures required for HIPAA authorization for marketing activity Cases where collecting PHI without a BAA has gone...
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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...
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 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 vs. fully licensed clinicians
- Julie and Liath’s predictions for the trend to swing away from VC-backed therapy platforms and back to smaller group practices
- What group practices can bring to the table that these platforms can’t
- Metrics to track to be able to make informed and aligned decisions in the short, medium, and long-term
- The value, in time, money, and cognitive overhead, in outsourcing to a trusted expert
- Julie’s upcoming event in September for group practice owners, Group Practice Con
Listen here: https://personcenteredtech.com/group/podcast/
For more, visit our website.
Resources:
- Therapy for Your Money Podcast — Hosted by Julie Herres, founder and CEO of GreenOak Accounting, this podcast helps private practice owners understand their finances, improve profitability, and make confident, data-informed business decisions.
- GreenOak Accounting for Mental Health Professionals — Specialized accounting and financial guidance for therapists and mental health practices, with services designed to support solo practitioners, group practices, and practice owners navigating growth and expansion.
- Profit First for Therapists by Julie Herres — Julie’s practical, therapist-specific adaptation of the Profit First framework, designed to help practice owners build profitability into their financial systems, pay themselves appropriately, and create a more sustainable practice.
- Group Practice Con 2026 (Sold Out!) — A tactical, growth-focused conference for established group practice owners, co-hosted by Julie Herres and Joshua Brummel. The 2026 event takes place September 9–11 in Chicago and is currently sold out, but practice owners can join the waitlist through the conference website.
PCT 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
- Device Security Suite: 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)
- Remote Workspace Security Suite: 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 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.
- 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