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 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 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