Group Practice Tech

Group Practice Tech by Person Centered Tech: a podcast where we help mental health group practice owners ethically and effectively leverage tech to improve their practices.

Episode 528: Burnout, Perfectionism, and the Myth of Doing It All 08/08/2025

Episode 528: Burnout, Perfectionism, and the Myth of Doing It All 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 ... We discuss: understanding burnout as a cultural problem perfectionism, dopamine addiction, addiction to accomplishment, and sense of duty as contributing factors to burnout the roles curiousity, compassion and community play in addressing burnout showing up imperfectly, well Listen here: For more, PCT Resources: The below resources are not specifically oriented to addressing burnout -- but they are focused on providing wholistic practice and leadership support, which can be one really useful component of helping to prevent having a practice dynamic that fosters or perpetuates burnout. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/37722320

Episode 527: Why Therapists Shouldn’t Use Client Testimonials — Ethics, Risks, and Safer Marketing Strategies 08/01/2025

Episode 527: Why Therapists Shouldn’t Use Client Testimonials — Ethics, Risks, and Safer Marketing Strategies 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 clearing up misconceptions and sharing best practices about testimonials for your therapy practice. We discuss: Why marketing is becoming more important in our current practice context Guidance from marketing professionals who don’t understand the scope of HIPAA What the professional ethics codes for therapists specifically say about soliciting testimonials, anonymous or otherwise Suggested best practices around testimonials as a therapist Example language to use on review sites from Dr. Keely Kolmes Ethical alternatives to client testimonials Listen here: For more, PCT Resources: CE Course: Join AMHCA ethics committee member, therapist and HIPAA lawyer , Eric Ström, JD PhD LMHC, as he unpacks what it means to do marketing as a mental health clinician. With so much advice being shared online and between colleagues about how to grow your mental health practice and business, he’s here to set clear boundaries around what is appropriate ethically and legally when trying to bring in new clients. Article: Testimonials can build trust — or break it. For therapists, using them without careful attention to ethics, HIPAA, and client boundaries can harm your practice and your reputation. This article reveals the rules, the myths, and the safest path forward for ethical, compliant marketing. CE Course: Highly lauded social media ethics expert, Dr. Keely Kolmes, teaches about maintaining ethical professional boundaries in the highly porous world of social media. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/37625875

Episode 526: De-Identified or Not? The Truth about HIPAA, AI, and Client Data 07/18/2025

Episode 526: De-Identified or Not? The Truth about HIPAA, AI, and Client Data 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 clear up misconceptions about what it means to de-identify information under HIPAA. We discuss: What de-identifying actually means under HIPAA The two methods under which PHI can be de-identified The 18 HIPAA identifiers that indicate if information is PHI The difference between de-identified and anonymized data How to spot red flags from EHR vendors to protect PHI, and what questions to ask Opting in or out of AI note services in your EHR Listen here: For more, PCT Resources Article + 18 Identifier List: PCT's free -- support for selecting HIPAA-secure, effective, and economical services to meet your practice's functionality and operational needs optional accompanying on-demand CE training: (1 legal-ethical CE credit hour) weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/37447775

Episode 525: Patrick Casale on Considerations for Diagnosing Neurodivergence in our Current Context 07/11/2025

Episode 525: Patrick Casale on Considerations for Diagnosing Neurodivergence in our Current Context Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, Patrick Casale joins us for a difficult but necessary conversation on the implications of diagnosing neurodivergence in our current social and political context. We discuss: The current social and political context that is causing concern for neurodivergent people and their loved ones Client self-determination in determining if diagnosis goes into their medical record The benefits of having a diagnosis on the record The risks of having a diagnosis on the record How to educate and support clients making decisions around diagnosis Co-occurring disorders that may apply to help secure accommodations for clients Ethical considerations around diagnoses Patrick’s two upcoming trainings with PCT on creating a neurodivergent private practice and creating a neurodivergent affirming group practice Listen here: For more, PCT Resources CE Training, presented by Patrick: Live (August 1st) and Recorded Creating an environment where everyone thrives is important to so many group practice leaders. But the current social context has shifted, and keeping your environment affirming for neurodivergent clinicians, staff, and clients has become more complex. Join Patrick Casale LCMHC NCC, as he discusses neurodivergent-affirming leadership and strategies that promote equity, agency, and neurodivergent representation. CE Training, presented by Patrick: Live (July 25th) and Recorded Join Patrick Casale LCMHC NCC, as he equips mental-health clinicians with the knowledge and practical tools to build and run a truly neurodivergent-affirming private practice. On-Demand CE Training, presented by Emily Decker, MS, LPC, NCC: This training aims to create familiarity and comfort for therapists providing teletherapy and combat stigma and inaccessibility in teletherapy. The conversation is situated within an anti-oppressive and neurodivergent-affirming framework, connecting concepts of accessibility and disability justice with mental health care, and provides an overview of legal and ethical issues pertaining to accessibility within teletherapy, including identifying and dispelling common myths about accessibility and disability, and identifying specific, concrete resources for therapists to use to enhance the accessibility of their services. Connect with Patrick's Work Patrick's podcast: Patrick's podcast: : intentionally curated destination retreats & summits for mental health entrepreneurs /episode/index/show/grouppracticetech/id/37363605

Episode 524: Real Talk: PCT Answers: Supervision and Session Recordings -- Secure Access Without the Stress 07/04/2025

Episode 523: Quick Wins: Boost Your Practice Security With 2FA and Google Authenticator 06/27/2025

Episode 522: Real Talk: PCT Answers - Can My Supervisees Practice Across State Lines Under My Compact Privileges? 06/20/2025

Episode 521: Practical Steps for Avoiding Shared Admin Accounts and Managing Role-Based Access 06/13/2025

Episode 521: Practical Steps for Avoiding Shared Admin Accounts and Managing Role-Based Access 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 how-to guide for managing role-based access and shared accounts with HIPAA in mind. We discuss: How to audit system access in your practice Defining roles and responsibilities to determine access Managing shared email accounts with email delegation The difference between email aliases and delegated accounts Steps to take when systems don’t allow for multiple logins Listen here: For more, Resources HHS FAQ: PCT Resources PCT Article: (with action items list) Free CE course for group practice leaders: (1 legal-ethical CE credit hour) weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For /episode/index/show/grouppracticetech/id/36978900

Episode 520: The Risk No One Talks [Enough] About: Shared Admin Accounts and Role-Based Access 06/06/2025

Episode 520: The Risk No One Talks [Enough] About: Shared Admin Accounts and Role-Based Access 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 explain why shared admin accounts are a security concern under HIPAA and what you can do about it. We discuss: Why shared accounts are a no-no, and why it’s such a common practice The HIPAA standards that are impacted by this practice The internal and external risks of sharing admin accounts The why and what of role-based access control Listen here: For more, Resources HHS FAQ: PCT Resources Free CE course for group practice leaders: (1 legal-ethical CE credit hour) weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For /episode/index/show/grouppracticetech/id/36876110

Episode 519: Quick Wins: Simple Settings to Secure your Smartphone and Protect Client Info 05/30/2025

Episode 518: Mental Health Parity on Pause: What the Final Rule Non-Enforcement Means for Providers 05/23/2025

Episode 518: Mental Health Parity on Pause: What the Final Rule Non-Enforcement Means for Providers 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 what mental health providers need to know about the recently announced non-enforcement of the 2024 Final Rule of the Mental Health Parity and Addiction Equity Act. We discuss: The history and purpose of the Parity Act What has not changed with the Parity Act Key provisions of the 2024 Final Rule The implications of the non-enforcement of this rule State laws and states with stronger parity protections What you can do as a provider to advocate for parity Resources on parity we recommend Listen here: For more, Resources PCT Resources Parity Checklist for Providers weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/36680755

Episode 517: Intake, Assessment, and Diagnosis with Dr. Maelisa McCaffrey of QA Prep 05/19/2025

Episode 517: Intake, Assessment, and Diagnosis with Dr. Maelisa McCaffrey of QA Prep 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 discuss managing documentation for intakes and assessments with Dr. Maelisa McCaffrey of QA Prep. We cover: Top misconceptions about documenting intakes and assessments Time management and logistics for intakes and assessments Balancing ethics, legal obligations, and customer service What Maelisa recommends covering in an intake session Layering informed consent How to minimize writing the same things over and over in assessments Our upcoming CE training with Maelisa on documentation for new clients Listen here: For more, PCT Resources CE Training: Join Dr. Maelisa McCaffrey as she gives you practical tools for managing all the documentation related to new clients – informed consent, intake paperwork, assessment and diagnosis, and creating treatment plans. You’ll also learn how to incorporate client feedback, build rapport, and connect with clients throughout these paperwork heavy tasks. Plus: Dr. McCaffrey’s documentation packet to help you improve your notes including: Diagnosis Justification Examples Treatment Plan Template Sample Treatment Goals List 2 legal-ethical CE credit hours Live (June 9th, 2025) *and* Recorded On-Demand Self-Study CE Training Ideal for clinical leadership + all clinicians Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation on May 23rd This is special access to top experts in our industry available only to members. Register to attend these special sessions through Practice Care Premium You can get Office Hours through , or get 3 months of complimentary access through our . weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/36630155

Episode 516: Documentation Dilemmas & Strategies with Dr. Maelisa McCaffrey of QA Prep 05/02/2025

Episode 516: Documentation Dilemmas & Strategies with Dr. Maelisa McCaffrey of QA Prep 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 of QA Prep about common documentation issues that come up in group practice. We discuss: Maelisa’s background and business, QA Prep Why there aren’t black and white guidelines for documentation How to determine what to include in documentation The most common people who will read your notes Informed consent and documentation, especially for vulnerable populations Progress note templates and policies Collaborative documentation in group practice Why clinicians find documentation so stressful Our upcoming CE training with Maelisa on Client Centered Documentation Listen here: For more, PCT Resources CE Training: Join Dr. Maelisa McCaffery as she offers a practical and principled guide to mastering progress notes that meet medical necessity standards, support continuity of care, and respect client rights and confidentiality. Plus: Dr. McCaffery’s documentation packet to help you improve your notes including: Sample progress note Progress statement formula and examples Phrases to use for sensitive and politically charged topics 3 legal-ethical CE credit hours Live (May 9th, 2025) *and* Recorded On-Demand Self-Study CE Training Ideal for clinical leadership + all clinicians Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation. This is special access to top experts in our industry available only to members. Register to attend these special sessions through Practice Care Premium. You can get Office Hours through , or get 3 months of complimentary access through our . weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/36397080

Episode 515: Syncing Safely: How to Integrate your EHR Calendar with Third-Party Calendars 04/25/2025

Episode 515: Syncing Safely: How to Integrate your EHR Calendar with Third-Party Calendars 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 syncing your EHR calendar with HIPAA in mind. We cover: Managing confidentiality and availability of data Having redundancies for worst case scenarios Types of calendar syncs and their benefits and drawbacks How to sync your calendars in a HIPAA-appropriate way Listen here: For more, PCT Resources PCT's free Group Practice Service Selection Workbook & Worksheets -- support for selecting HIPAA-secure, effective, and economical services to meet your practice's functionality and operational needs optional accompanying on-demand CE training: (1 legal-ethical CE credit hour) weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/36299535

Episode 514: Google Vids: Is It The HIPAA Friendly Version of Loom? 04/18/2025

Episode 513: Privacy On The Go: Safeguarding Client Information While Traveling 04/11/2025

Episode 512: Teletherapy Cross-Jurisdictional Myths: Dispelling Dangerous Loopholes 04/04/2025

Episode 512: Teletherapy Cross-Jurisdictional Myths: Dispelling Dangerous Loopholes 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 two common but dangerous myths about cross jurisdictional practice for therapists. We discuss: Common myths we hear about practicing telehealth across jurisdictions The risks of unpermitted practice The threshold of client risk (and the only instances where cross-jurisdictional practice is permitted for clients in crisis) What constitutes client abandonment and what doesn’t Requesting temporary practice permission from a different jurisdiction Our recent training on navigating legal-ethical cross-jurisdictional teletherapy practice for therapists Listen here: For more, PCT Resources New CE Training: -- on-demand legal-ethical CE training. *Ideal for both leadership and any and all clinicians that provide client care via teletherapy* the must-know information on the current considerations for how to legally and ethically navigate cross-jurisdictional teletherapy practice. In particular, we will address licensure compacts, recent legal developments, state-specific rules, risk management strategies, custodian of record obligations, and working with minors across state lines. PCT's PCT's PCT's weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 For Solo Practitioners: PCT's /episode/index/show/grouppracticetech/id/35997970

Episode 511: How Secure is Secure Messaging? 03/28/2025

Episode 510: A Potpourri of Updates: Teletherapy, HIPAA, and Medicare 03/21/2025

Episode 510: A Potpourri of Updates: Teletherapy, HIPAA, and Medicare 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 sharing recent developments related to teletherapy and Medicare, HIPAA’s proposed Security Rule changes, and cross-jurisdictional Compacts. We discuss: Expanded telehealth flexibilities and waivers for Medicare and where things currently stand Reactions to the proposed Security Rule updates Making updates even when they aren’t required to safeguard client info and your practice Timelines for applications opening for the Counseling Compact and the Social Work Licensing Compact Our upcoming CE training on Cross-Jurisdictional Teletherapy Practice in 2025 Listen here: For more, Resources American Telehealth Association: Health IT Security News Article: : "Applications for Counseling Compact privileges to practice are expected to open in late summer or early fall 2025." : "Multistate License Applications Open – Target Date of Fall 2025 Once the data system is operational in states and the commission has finalized all necessary rulemaking, applications will be made available for social workers to apply for a multistate license. Once eligibility is confirmed by the home state, all fees are paid, and a social worker is granted a multistate license, they will be able to practice in all other member states of the compact without any further steps necessary." PCT Resources New PCT *Live & Recorded* Legal-Ethical CE training: the must-know information on the current considerations for how to legally and ethically navigate cross-jurisdictional teletherapy practice. In particular, we will address licensure compacts, recent legal developments, state-specific rules, risk management strategies, custodian of record obligations, and working with minors across state lines. Presented by Eric Ström, JD PhD LMHC; and PCT Director, Liath Dalton Live presentation on Friday, March 28th PCT's PCT's PCT's weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 For Solo Practitioners: PCT's /episode/index/show/grouppracticetech/id/35794820

Episode 509: Medicare's Telehealth In-Person Visit Requirements: What You Need to Know 03/14/2025

Episode 509: Medicare's Telehealth In-Person Visit Requirements: What You Need to Know 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 dispelling myths about the upcoming in-person visit requirements for Medicare clients. We discuss: The uncertainty in our current regulatory landscape What the in-person visit requirements mean for Medicare clients (and what they don’t mean) Exceptions to the requirements for in-person visits Compliance and documentation for these requirements, in the event of a Medicare audit Steps to take as a therapy practice owner to be prepared for these requirements and communicate them to staff and clients Listen here: For more, Resources NB: After recording this podcast episode, the House voted to pass the government funding bill, which includes the through to September 30, 2025 -- now, we wait to see if the bill passes in the Senate, and if the final version includes the extension From the American Psychological Association: From JD SUPRA: PCT Resources Relevant CE Training. **New** Live & Recorded: -- 2 Legal-Ethical CE credit hours. Live webinar presentation on March 28th. This 2-hour law & ethics seminar presents an updated review of how to legally and ethically navigate cross-jurisdictional teletherapy practice in 2025. PCT's PCT's PCT's weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 For Solo Practitioners: PCT's /episode/index/show/grouppracticetech/id/35677335

Episode 508: Reassurance About the Proposed HIPAA Security Rule Change-Induced Panic 03/07/2025

Episode 508: Reassurance About the Proposed HIPAA Security Rule Change-Induced Panic 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 hoping to lower the level of distress around the proposed HIPAA Security Rule changes for therapy practice owners. We discuss: What the some of the proposed changes to the Security Rule are, including penetration testing The timeframe for these changes if they are implemented, and the likelihood they actually will be implemented The rationale behind the proposed changes, and why they’re necessary in our current threat landscape How following the PCT Way can minimize the changes you need to make as HIPAA regulations evolve Centering client care and safeguarding client info as a motivating factor, rather than fear Listen here: For more, Resources JD Supra article summarizing proposed HIPAA Security Rule Changes and context: HHS Fact Sheet on proposed changes: Full text of the Notice of Proposed Rulemaking (NPRM) in the Federal Register: (Note, you can also search the public comments by keyword; ability make comments closed on 3/7/25) PCT Resources PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For PCT's 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 group practice, and a mitigation checklist to help you reduce your risks. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 /episode/index/show/grouppracticetech/id/35565610

Episode 507: BOI Registration Requirement Reinstated: Update 02/28/2025

Episode 506: One Year After the Change Healthcare Breach: What Group Practices Must Learn 02/21/2025

Episode 505: What Group Practice Owners Need to Know About BOIR 02/14/2025

Episode 504: Non-Compete Clauses in Group Practice 01/31/2025

Episode 503: Google Workspace Updates, HIPAA Considerations, AI Client-Side Encryption, and More 01/24/2025

Episode 503: Google Workspace Updates, HIPAA Considerations, AI Client-Side Encryption, and More 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 recent updates from Google Workspace that you may have questions about. We discuss: The price changes to Google Workspace tiers Considerations for choosing the appropriate Google Workspace tier for your needs How client side encryption works using Google Gemini, Google’s AI HIPAA appropriateness and ethical standards regarding AI use Communicating these standards to your team Cases where using AI would be appropriate Google’s updated appointment scheduler Calendar sync as a contingency plan Listen here: For more, Resources Google Workspace (covered by BAA) Google Workspace PCT Resources *Free* On-Demand seminar on utilizing Google Workspace to create more effective and secure systems includes PCT's & Checklist Relevant on-demand, legal-ethical CE training: Gain insights into the benefits and challenges of incorporating AI technologies into their practice, understand the clinical implications, and learn how to navigate legal and ethical guidelines while maintaining compliance with HIPAA regulations. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For PCT's service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 /episode/index/show/grouppracticetech/id/34986360

Episode 502: Artificial Intelligence, HIPAA, and Non-Discrimination 01/17/2025

Episode 502: Artificial Intelligence, HIPAA, and Non-Discrimination 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 discuss the implications of the Section 1557 final rule on nondiscrimination for mental health practices. We cover: The Section 1557 final rule, what it means, and when it takes effect How the Office of Civil Rights (OCR) disseminated this information Ways in which AI can be discriminatory What to consider when utilizing AI with patient care support tools as a mental health provider Listen here: For more, Resources The OCR/HHS "Dear Colleague Letter": OCR Notice: HHS: HHS: -- Slide Summary Federal Register: PCT Resources Relevant on-demand, legal-ethical CE training: Gain insights into the benefits and challenges of incorporating AI technologies into their practice, understand the clinical implications, and learn how to navigate legal and ethical guidelines while maintaining compliance with HIPAA regulations. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For PCT's service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 /episode/index/show/grouppracticetech/id/34887510

Episode 501: What We’re Keeping an Eye on and What You Need to Know That Will Be Impactful to Your Practice in 2025 01/10/2025

Episode 501: What We’re Keeping an Eye on and What You Need to Know That Will Be Impactful to Your Practice in 2025 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 an overview of the big stories, developments, and regulatory changes that will impact group practices in 2025. We discuss: A proposed change to the HIPAA Security Rule, and how it will impact group practices OCR resuming their HIPAA Compliance Audit program Updates on telehealth provisions and exceptions for Medicare and important dates to know Updates on the Counseling Compact and the Social Work Licensure Compact Upcoming regulatory changes for AI use and our current recommendations Listen here: For more, Resources: Proposed New Rule From HHS: Resumption of OCR's (the HIPAA Regulators) New Rule: New Rule: PCT Resources: Relevant on-demand, legal-ethical CE training: Addresses the practical applications of the US Supreme Court’s ruling in Dobbs v. Jackson Women’s Health Organization, with particular focus on the impacts this decision has on client confidentiality and documentation of clinical services Relevant on-demand, legal-ethical CE training: Gain insights into the benefits and challenges of incorporating AI technologies into their practice, understand the clinical implications, and learn how to navigate legal and ethical guidelines while maintaining compliance with HIPAA regulations. PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For PCT's service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 /episode/index/show/grouppracticetech/id/34792915

Episode 445: Google has a New Appointment Scheduler 12/20/2024

Episode 445: Google has a New Appointment Scheduler 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 information about Google’s new Appointment Scheduler feature. We discuss: How the feature works and pros and cons compared to similar software Whether this new feature is HIPAA compliance compatible What Google Workspace tiers include this new functionality Usage guidance for this new feature Our free Google Workspace Resource Center where you can get more support Listen here: For more, Resources Google Help Center: PCT Resources Related on-demand workshop (non-CE) *free*: this seminar presents systems run by Google Workspace that will make your practice life easier and help you meet or exceed your security and HIPAA compliance requirements. PCT's (*free*) Includes a handy checklist! PCT's free -- support for selecting HIPAA-secure, effective, and economical services to meet your practice's functionality and operational needs optional accompanying on-demand CE training: (1 legal-ethical CE credit hour) weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/34542035

Episode 444: Guess the Culprit of the Latest HIPAA Penalty: It's MFA and Phishing Scams [Show Notes] 12/13/2024

Episode 444: Guess the Culprit of the Latest HIPAA Penalty: It's MFA and Phishing Scams [Show Notes] 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 cover the culprit of the latest HIPAA penalty, how it happened, and how you can take action to stop it from happening to you. We discuss: Instances of monetary HIPAA penalties Sharing login credentials between workforce members vs with unauthorized third parties The importance of multi factor authentication Using the Google Authenticator app for MFA Listen here: For more, Resources: About the violations & penalty: PCT Resources: Related Training (non-CE): A collection of three short courses helping you and your staff maintain your security awareness through better handling of PHI in public, avoiding inappropriate disclosures, and preventing phishing and social engineering attacks. Referenced podcast: weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC + 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) + 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 service for mental health group 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 group practice, and a mitigation checklist to help you reduce your risks. /episode/index/show/grouppracticetech/id/34421765

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