Brad Pliner | Why You Should Use An EHR In Your Private Practice | TPOT Podcast 079
The Practice of Therapy Podcast with Gordon Brewer
Release Date: 05/13/2019
Maureen Clancy | Integrating Diverse Healing Modalities in Private Practice | TPOT 327
The Practice of Therapy Podcast with Gordon Brewer
Maureen Clancy has been a licensed therapist and trauma expert for the past 20 years, helping women go through enormous life changes who have experienced childhood trauma. In this episode, Maureen shares her journey of integrating alternative healing modalities into therapeutic practice. She discusses her exploration of various methods such as energy work, acupuncture, and Reiki alongside traditional therapy, emphasizing the holistic nature of healing. Maureen reflects on the limitations of the conventional therapeutic profession and advocates for the incorporation of alternative approaches to...
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Kasey Compton | Journey to Self-Understanding: Insights for Private Practice Success | TPOT 326
The Practice of Therapy Podcast with Gordon Brewer
Kasey Compton is on a mission to help business owners find their entrepreneurial confidence. She went from bankrupt to Boss Babe when she took her first company from zero to three million in less than three years without ditching her life to do it. She owns three other businesses that have accumulated assets of over two million and are growing by the day. Her superpowers include cutting through the clutter to identify a strategic starting point, increasing efficiency through systems, and tapping into a person’s highest potential. She helps others by designing maps for their...
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Dr. Jan Carney | Empowering Professionals: The Importance of Public Health Education | TPOT 325
The Practice of Therapy Podcast with Gordon Brewer
Dr. Carney is Associate Dean for Public Health and Health Policy, and Professor of Medicine, at the Larner College of Medicine at the University of Vermont (UVM). She is Chief of the Division of Public Health at the Larner College of Medicine and directs graduate public health education. In this episode, we cover Dr. Carney’s multifaceted approach to addressing various aspects of healthcare and public health. From guiding individuals through the maze of health information to advocating for systemic changes and collaborative efforts, Dr. Carney's insights underscore the complexity of...
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Dr. Connor McClenahan | Crafting Client-Centered Profiles: An Approach to Authentic Engagement | TPOT 324
The Practice of Therapy Podcast with Gordon Brewer
Dr. Connor McClenahan founded Here Counseling, which provides a membership model for private practice so therapists can run their own private practices independently while benefiting from group resources. Dr. McClenahan runs a private practice in Los Angeles and Pasadena and has taught, coached, and written on digital marketing for therapists. His new 100-page workbook helps therapists build a strategic marketing plan and grow their practices. In this episode, Dr. McClenahan dives into the delicate balance private practice owners face between self-doubt and sincere empathy. Advocating for a...
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Cameron Schober | Therapeutic Frontiers: Healing Innovation in Private Practice | TPOT 323
The Practice of Therapy Podcast with Gordon Brewer
Cameron Schober is an LPC-S and LMFT-S in the State of Texas, primarily practicing at The Hope Place in Mansfield, TX. Cameron’s main areas of clinical focus is treating trauma using a combination of Accelerated Resolution Therapy, psychedelic-assisted integration, and postmodern therapy approaches in conjunction with psychoeducation related to trauma and it’s effects on our nervous systems as well as our lives. In this episode, we talk about Cameron's journey through the realm of therapeutic practices, navigating challenges, and embracing novel approaches to healing. From grappling with...
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Carla Titus | Financial Foundations for Private Practice | TPOT 322
The Practice of Therapy Podcast with Gordon Brewer
Carla Titus is a finance expert with over 15 years of combined corporate financial planning, analysis, strategy, and online businesses experience. She provides fractional CFO services and financial consulting to business owners looking to grow their business profitably. Her priorities for her clients are to help them grow profits, have cash in the bank, and pay themselves well so they can build personal wealth. The journey to financial success in any business requires a solid foundation and forward-thinking strategies. Carla, a seasoned financial advisor, emphasizes the critical role of...
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Dr. Liz Lasky | Adapting Private Practice for Modern Needs | TPOT 321
The Practice of Therapy Podcast with Gordon Brewer
This episode covers Dr. Liz Lasky's transformative shift from traditional therapy to coaching, driven by her quest for personal fulfillment and financial success. Embracing skepticism, she champions that therapists can thrive financially while providing valuable services, inspiring others to pursue their dreams. We speak about diverse opportunities for therapists, stressing the need for innovation in the evolving landscape of mental health care. She advocates for balancing roles as a business owner and entrepreneur, believing it's safe to have it all. Dr. Lasky reframes success, encouraging...
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Kristie Plantinga | A Guide to Effective Digital Marketing Tactics in Private Practice | TPOT 320
The Practice of Therapy Podcast with Gordon Brewer
Kristie Plantinga is a mental health nerd, writer, and marketer living in Colorado. She is the founder of TherapieSEO—a marketing agency serving therapists and coaches—and —a therapist directory that vets therapists so therapy-seekers can focus on fit, not quality. When she’s not writing about mental health and dreaming up creative content strategies, Kristie can be found snuggling her multiple terriers, sipping a homemade dirty chai, and half-helping her husband cook Lebanese food. This episode is all about navigating the evolving landscape of digital marketing. Kristie emphasizes the...
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Malka Shaw | Combating Anti-Semitism: Strategies for Therapists in Private Practice | TPOT 319
The Practice of Therapy Podcast with Gordon Brewer
Malka is a Licensed Clinical Social Worker in New Jersey, New York, and Florida. She has been in the mental health field for over 25 years and has successfully run her private practice for the last 15 years. In response to the events of October 7th and the ongoing situation, Malka Shaw, LCSW and Stacey Shapiro, LCSW, have co-founded the Kesher Shalom Project. This initiative, led by seasoned trauma specialists, has trained over 2000 therapists globally. Their training equips therapists with vital tools to aid Jewish clients during the conflict, covering trauma assessments, practical...
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Jason Frishman | Presence and Mindfulness: Balancing Work and Family | TPOT 318
The Practice of Therapy Podcast with Gordon Brewer
has been working for over 20 years to support individuals, groups, families, organizations, and businesses. Jason is excited to bring over two decades of work in offices, institutions, kitchens, farmers’ markets, woodlots, and boardrooms to wild new environments. Whether as a psychotherapist, the creator and founder of JourneyMen, public speaker, thought leader, or narrative consultant, Jason believes that our lives are adventurous, and we can and should be active, engaged authors of our own adventure stories! In this episode, Jason critiques the societal norms that suppress male...
info_outlineIn this episode, Gordon speaks with Brad Pliner, the CEO, and Founder of TherapyNotes. Brad discloses his background and what inspired him to start TherapyNotes. Then, we learn why clinicians who use TherapyNotes will pass an audit with flying colors. Brad explains the benefits of keeping notes in an electronic health record system and how security is the top priority of TherapyNotes. TherapyNotes even keeps backups for your records, so Brad suggests ditching the paper record keeping method altogether. Later, Brad and Gordon discuss using EHR with insurance panels and the way TherapyNotes has streamlined the process of submitting a claim.
Meet Brad Pliner
Brad Pliner is the CEO and co-founder of TherapyNotes, LLC. He graduated with his Master’s Degree in Computer Science from Drexel University. Shortly after Drexel, Brad launched Pliner Solutions, Inc., which provided custom web application development and IT consulting services, including to several clients in the healthcare industry. Later, upon recognizing a market need for good practice management and electronic medical records solution for behavioral health, he started TherapyNotes with his wife, psychologist Debra Pliner, Ph.D. TherapyNotes quickly became the leading practice management software for behavioral health therapists, counselors, and psychologists.
The Golden Thread
When Brad did web development, he got to learn about lots of different types of industries. Now he knows all about what it means to be a therapist and run a practice. TherapyNotes caters to smaller private practices. Most psychologists and therapists do not like the business side of private practice. Gordon’s favorite thing about TherapyNotes is the to-do list, it helps him to ensure his notes get completed. People get audited all the time; when they are using TherapyNotes, they pass with flying colors. What was on your claim will match exactly what is on your notes. You cannot submit a claim unless you write the notes first. Features like automatically copying information from prior notes make writing them a breeze. Clinicians can type up progress notes in about four or five minutes using this tool.
Electronic Health Record Systems
If you wait too long, it will be difficult to adjust to EHR. As you grow your practice, you can then utilize the additional features TherapyNotes has such as automatic calendar reminders. Brad suggests immediately starting with an electronic health record system. Documenting and storing your records in a HIPAA compliment matter is essential to keep your systems in place and ensure proper payments are being made. The sooner, the better!
Insurance Panels & EHR
You do not have to be in network with an insurance company to submit claims. Even if you are out of network and you want to help your clients get reimbursed sooner, Brad suggests using online claims. In TherapyNotes it will tell you whether or not enrollment is required, they will get you the forms you need at no additional charge. Many insurance companies do not require any enrollment and will accept claims immediately. TherapyNotes has billing partners they work with and they are very familiar with the platform.
Do you need backup records?
With every one of their clients, TherapyNotes makes sure the records are safe and will notify the client if there is a problem. Brad suggests that clinicians do not keep separate records because it will be another item on their plate that they will have to keep HIPAA compliant. TherapyNotes keeps their own backups in multiple locations to make sure if there is a significant disaster that all the records will still be safe.
Appointment Reminders
Patients can request appointments, cancellations, or adjustments for the clinician. Just because a patient requests an appointment, does not mean they are booked. The clinician will approve it or either call or work it out with the client. Appointment reminders are a feature of the platform that their clinicians love. A robotic voice will call their clients and remind them of their appointments. The cost of this is easily offset because you will be reducing your no-shows. Integrated credit card processing assists with no shows as well. No one wants to come in for therapy and then have to deal with the payment, that is another reason to get your client’s credit card information on file.
Being transparent... Some of the resources listed below are affiliate links. This simply means we receive a commission, at no extra cost to you, if you use the links to make a purchase. Thanks for using the links!
Brad’s Resources
TherapyNotes
TherapyNotes on Facebook
Resources Mentioned
G Suite For Therapists E-Course
G Suite
AWeber
191: How to Use G Suite As a Tool For Managing a Private Practice
Gordon is the person behind The Practice of Therapy Podcast & Blog.He is also President and Founder of Kingsport Counseling Associates, PLLC. He is a therapist, consultant, business mentor, trainer and writer. PLEASE Subscribe to The Practice of Therapy Podcast on iTunes, Stitcher and Google Play. Follow us on Instagram @TPOTpodcast, Twitter @therapistlearn and Pinterest “Like” us on Facebook.