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 608: AI Isn’t the Problem, Lack of Governance Is – A PSA for Group Practice Leadership 03/02/2026

Episode 608: AI Isn’t the Problem, Lack of Governance Is – A PSA for Group Practice Leadership 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 PSA for group practice owners to address unauthorized AI use within your practice. We discuss: What we mean by governance What counts as Protected Health Information (PHI) The standard we use at PCT to determine if something is PHI Why AI tools like ChatGPT are inappropriate for PHI De-identification standards under HIPAA Ethical standards and informed consent for clinical use of AI Concrete next steps to take as a practice leader to address AI use in your practice Listen here: For more, PCT Resources: Article + 18 Identifier List: In this article, Person Centered Tech breaks down one of the most misunderstood concepts in HIPAA compliance: de-identification. It clarifies the difference between simply “removing identifiers” and meeting HIPAA’s strict legal standards for de-identification (Safe Harbor or Expert Determination). The piece explains why narrative clinical information is often inherently identifying, why a session transcript cannot realistically be considered de-identified, and how AI systems introduce heightened risks of re-identification. It reinforces a critical takeaway for practice leaders: HIPAA sets the floor—not the ceiling—for protecting client information, and governance must keep pace with emerging technologies. PCT CE Course: If you’re wanting a deeper, structured framework for evaluating AI in clinical practice, this 3-credit legal-ethical on-demand training with Eric Ström, JD, PhD, LMHC, walks through the evolving legal standards, HIPAA considerations, and ethics code guidance that apply to AI use in behavioral health. You’ll gain practical strategies for assessing new technologies, understanding emerging standards of care, and implementing AI tools in a way that is legally defensible and ethically sound. PCT CE Course: If your clinicians are feeling the pull to use AI for documentation, this 1.5-credit legal-ethical training with Dr. Maelisa McCaffrey (Hall) provides a grounded, practical framework for evaluating that decision. The course addresses how AI is currently being used in progress notes and introduces a clear thought rubric for determining the ethical risks, compliance implications, and appropriateness of integrating AI into documentation workflows. It also reinforces core documentation principles—like medical necessity and audit risk reduction—so that efficiency never comes at the expense of defensibility. A strong next step for practice leaders who want to move from reactive prohibition to thoughtful, structured governance. (Useful for all clinicians) 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/40288965

Episode 607: HIPAA After Retirement – How to Close Your Practice the Right Way 02/20/2026

Episode 607: HIPAA After Retirement – How to Close Your Practice the Right Way 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 HIPAA responsibilities for therapy practice owners when closing their practice or retiring. We cover: Common assumptions about responsibilities after retirement What determines your record retention length How long you must remain contactable after closing your practice and why The key functionalities you need to maintain, and the most economical ways to DIY them Outsourcing to an executor service as an alternative to the DIY approach Common mistakes that are made when shutting down a practice and how to avoid them Practice closure planning as part of client care planning Action steps to take if retirement is on the horizon Listen here: For more, PCT Resources a clear, practical guide to HIPAA compliance after retirement or practice closure. Learn what record retention laws require, how to honor clients’ Right of Access, and which secure systems you need to maintain for the full retention period — so you can close your practice with confidence and integrity. PCT CE Course: 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 Resources (Professional Executor Services) — A therapist-founded service offering retirement and executor support for clinicians, including options for ongoing record retention and practice closure management. We mention them as one available option for outsourcing post-retirement HIPAA responsibilities. PCT has no affiliate relationship with TheraClosure and does not specifically endorse their services; clinicians should perform their own due diligence when evaluating vendors. /episode/index/show/grouppracticetech/id/40169075

Episode 606: Being Findable in an AI-Shaped Referral World 02/13/2026

Episode 606: Being Findable in an AI-Shaped Referral World 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 offer actionable tips for practice owners regarding the rapidly changing landscape of online referral sources. We discuss: How online referral sources have changed over the last year Why Psychology Today is no longer the dominant referral pathway Emphasizing community based referrals How clients are using AI to find therapists How AI tools prioritize results Practical do’s and don’ts for being findable via AI Listen here: For more, PCT Resources Free companion resource: We’ve created a practical, no-hype Do’s & Don’ts checklist to help you strengthen your discoverability without chasing trends or gaming AI. It walks you through exactly what to focus on — and what to ignore — so your practice stays clear, ethical, and resilient in a changing referral landscape. On-Demand 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. 3 Legal-Ethical CE Credit Hours 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 Resources Article from Clear Health Costs: Article from Clear Health Costs: /episode/index/show/grouppracticetech/id/40093375

Episode 605: 42 CFR Part 2, HIPAA NPPs, and the February 16 Deadline: What Actually Needs to Change 02/06/2026

Episode 605: 42 CFR Part 2, HIPAA NPPs, and the February 16 Deadline: What Actually Needs to Change 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’s actually necessary when updating your Notice of Privacy Practices due to Part 2. We discuss: The confusion around updating NPPs without an updated model from HHS A quick refresher on Part 2 Who is considered a lawful holder under Part 2 Next steps for updating your NPP if you are a Part 2 program or lawful holder Our free resource on updating your NPP before the 2/16 enforcement deadline Listen here: For more, PCT Resources PCT Free Resource: a practical resource designed to help HIPAA-covered practices determine whether the updated 42 CFR Part 2 rules apply to them — and, if so, what belongs in their Notice of Privacy Practices. The guide includes a clear decision flow, plain-language explanations of Part 2 program vs. lawful holder obligations, and sample NPP language tailored to each category. It was created to fill the gap left by the absence of an updated HHS model NPP following the 2024 Part 2 Final Rule. Resources this HHS Fact Sheet summarizes the 2024 Final Rule updating 42 CFR Part 2, including new consent provisions, redisclosure alignment with HIPAA, enforcement changes, and the February 16, 2026 compliance deadline. It provides high-level regulatory context for healthcare organizations handling substance use disorder records. JD Supra Article: This JD Supra article from Snell & Wilmer outlines the compliance steps healthcare organizations must take in response to the 2024 Final Rule updating 42 CFR Part 2. It explains which entities are required to update their Notices of Privacy Practices by February 16, 2026, including both Part 2 programs and HIPAA-covered entities that receive or maintain Part 2-protected records. The article highlights required NPP updates, enforcement risks, and the importance of aligning privacy notices with the amended regulations. /episode/index/show/grouppracticetech/id/40010895

Episode 604: Don't Get Phished! 01/30/2026

Episode 603: HIPAA Security Rule Changes: January 2026 Update & What Practices Need to Know 01/23/2026

Episode 603: HIPAA Security Rule Changes: January 2026 Update & What Practices 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 have an update (and are once again offering reassurance) around the proposed HIPAA Security Rule changes. We discuss: The proposed Security Rule update on the OCR’s spring regulatory agenda Why you’re already in good hands if you’re following PCT’s advice Some of the proposed changes that will impact therapy practices Reassurance about these proposed changes Effective dates versus compliance date Forecasting scenarios for these changes to take effect Steps to take now (and important things to not do now) to be proactive rather than reactive Listen here: For more, PCT Resources: Article: Explore our in-depth article unpacking the proposed HIPAA Security Rule updates — what’s really happening, why it matters, and why this is a runway, not a cliff. You can also use our free Mini Risk Tool(download link in article) for a gentle check-in to see where your practice stands and what would most meaningfully support your security and compliance foundation. PCT’s Comprehensive HIPAA Security Compliance Program (discounted) bundles: For For 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 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/39844345

Episode 602: Insurance, Documentation, and Audits - With Dr. Maelisa McCaffrey 01/16/2026

Episode 602: Insurance, Documentation, and Audits - With Dr. Maelisa McCaffrey 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 how the landscape of insurance and documentation has shifted over the last decade. We discuss: Risk adjustment audits and how they impact providers Billing codes and audit red flags AI documentation and how insurance companies are using AI Considerations when using AI for documentation Pressuring professional associations to advocate for clinicians and clients Our upcoming CE event on January 30th with Maelisa on how auditors think and why Listen here: For more, PCT Resources: PCT CE course: a 3 CE credit hour training (including 1 legal-ethical CE hour) taught by Dr. Maelisa McCaffrey (QA Prep). This updated-and-expanded 2026 session demystifies medical necessity, clarifies what auditors and payers are actually looking for (and why), and helps clinicians document with more confidence and less stress. Expect real examples, sample notes reviewed together, and practical tools you can use immediately—covering informed consent language for clients using insurance, treatment planning that supports insurance requirements without sacrificing clinical judgment, and self-auditing techniques to spot red flags before anyone else does. Includes handouts/resources such as diagnosis justification statements, common treatment goals, progress statement formulas and examples, sample progress notes, and a client file review tool. Live webinar presentation on January 30th, 2026 Registration for live training includes ownership of the on-demand self-study CE course produced from recording of live presentation — so you can get all the content *and* the CE, whether or not you can join live. In February, Dr. Maelisa McCaffrey will be hosting a Documentation-Focused Office Hours + Group Practice Office Hours session exclusively for PCT’s subscribers. This live (and recorded) Q&A is your opportunity to bring *your* real-world questions about progress notes, documentation challenges, and insurance audits directly to one of the field’s leading documentation experts. Submit your questions in advance through your dashboard and get practical, case-specific guidance in a supportive, clinician-centered space. Take a look at all the courses in our : Client-Centered Documentation: How To Write Ethical, Effective, And Efficient Progress Notes Foundations Of Documentation: Intake, Diagnosis, And Treatment Plans Modern Progress Notes: Considerations For Teletherapy, Insurance Audits, And Artificial Intelligence (AI) Rethinking Notes: Strategies For Making Documentation Simple And Meaningful 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/39753385

Episode 601: Email Hacked? How to Prevent it and What to do When it Happens 01/09/2026

Episode 601: Email Hacked? How to Prevent it and What to do When it Happens 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 to do as a practice owner to prevent email hacks, and how to respond if one occurs. We discuss: Technical and behavioral measures to take to prevent email hacks Mandating two-factor authentication system-wide Education and staff training for prevention Creating a shame-free security culture in your practice Steps to take if you receive an email that looks suspicious Steps to take if you find out your email has been hacked Breach reporting timelines to be aware of PCT resources that guide you through security training and awareness; risk analysis and mitigation planning; and breach investigation, documentation, and reporting Ongoing training and security reminders for your team Listen here: For more, CE Training: PCT's , including a security investigation documentation form. 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/39665820

Episode 544: The Big Stories of 2025 Impacting Mental Health Practices 12/19/2025

Episode 544: The Big Stories of 2025 Impacting Mental Health Practices 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 highlighting the stories that impacted your practices this year, and the main takeaways from each story. We discuss: The proposed changes to the HIPAA Security Rule Common sense security updates to incorporate into your practice The proliferation of AI and ways therapists can differentiate themselves from AI The proliferation of platforms offering practice management as a service How group practices can stand out from these practice management platforms Clinician burnout and clinicians returning to their clinical roots Progression of cross-jurisdictional practice mobility The uncertainty around the Medicare telehealth cliff Listen here: For more, PCT Resources The relevant episodes of our podcast as mentioned: On On the On Free handout resource: Practical prompts and responses to help clinicians talk with clients about AI use in ways that are safe, constructive, and clinically grounded. Free handout resource: A step-by-step guide for clinical supervisors and directors to make client AI use considerations an intentional part of practice culture, including team awareness, policy updates, and supervision strategies. On-Demand CE course: This 3 CE credit training with attorney and mental health counselor Eric Ström, JD, PhD, LMHC explores the rapidly evolving world of artificial intelligence in behavioral health. Learn how AI tools are being applied in clinical practice, what legal and ethical standards apply, and how to confidently evaluate whether and how to integrate new technologies. Participants gain practical strategies for aligning AI use with HIPAA, professional ethics codes, and client care standards—empowering you to implement AI tools responsibly and effectively in your practice. **Useful for all clinicians and practice leadership** 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/39462655

Episode 543: Defining the Role of Secure Email Alongside your EHR - With Hushmail 12/12/2025

Episode 543: Defining the Role of Secure Email Alongside your EHR - With Hushmail 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 Ben Cutler, CEO of Hushmail, about how a secure email service can be a crucial part of your practice’s tech stack. We discuss: How secure email can complement the communication features of your EHR Communication gaps in EHRs that can impact your security circle Pairing secure forms with secure email to optimize the intake process Secure communications as a marketing asset Creating more efficient streamlined services for clients and providers Addressing burnout via efficient business systems Using Hushmail to customize forms and coordinate care Misconceptions around non-secure communications The difference between HIPAA friendly and HIPAA secure Listen here: For more, Resources ! Hushmail provides HIPAA-compliant secure email and encrypted online forms designed specifically for behavioral health professionals. It fills the critical gaps your EHR can’t cover—especially during first contact, referrals, and communication with people outside your EHR’s closed messaging system. With encrypted email, customizable secure forms, legally binding e-signatures, and ready-to-use templates, Hushmail helps therapists protect client information from the very first inquiry through the entire clinical journey. Clinicians can securely manage intake, collect sensitive documents, send referrals, and maintain compliant records—even during practice transitions or retirement. Hushmail’s behavioral-health-specific plans include a signed BAA, automatic archiving to support HIPAA compliance, and access to a customer care team deeply familiar with the needs of therapy practices. Exclusive for listeners: Try Hushmail for Healthcare free for 14 days and explore secure email and forms tailored for your practice. PCT Resources PCT CE course: (3 legal-ethical CE credit hours) PCT Podcast Episode: PCT’s /episode/index/show/grouppracticetech/id/39372360

Episode 542: Cybersecurity Insurance for Your Practice: What to Know 12/05/2025

Episode 541: Five Stories We’re Grateful For This Season (and Why They Matter to Mental Health Providers) 11/28/2025

Episode 540: Medicare Telehealth Update 11/21/2025

Episode 539: What are Practice Management Companies (PMCs)? 11/07/2025

Episode 538: Medicare Teletherapy: What's Happening Right Now 10/24/2025

Episode 537: Sharing Apple Notes - When Convenience Turns Into a Breach 10/17/2025

Episode 536: Reproductive Health Records & HIPAA: What Therapists Need to Know 10/10/2025

Episode 535: Passkeys and Password Managers: The Future of Secure Logins for Therapists 10/03/2025

Episode 534: Beyond the Cliff: What Medicare’s New Telehealth Rules Really Mean for Therapists 09/26/2025

Episode 534: Beyond the Cliff: What Medicare’s New Telehealth Rules Really Mean for Therapists 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’s actually changing for therapists regarding the Medicare telehealth “cliff” after October 1st 2025, so you can prepare without panic. We discuss: Why telehealth coverage is changing for Medicare providers after 10/1 Which changes do not apply to therapists The in-person visit requirement that does apply to therapists When you would need to see both established and not established Medicare clients in-person Exceptions to the in-person visit requirement The time frame you have to make a plan for these changes in your practice Steps you can take now to prepare for these changes Dual eligibility clients Our upcoming free Q+A on these changes with Medicare expert Gabrielle Juliano Villani Listen here: For more, PCT Resources: Free Info Session + Q&A: Join Liath Dalton and Gabrielle Juliano-Villani, LCSW on October 17th for a live (and recorded) session clarifying what’s changing, what isn’t, and how to stay compliant and confident at the intersections of Medicare, Teletherapy, and HIPAA in practice. On-demand Trainings (not designated as CE) presented by Gabrielle: and 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 Resources: APA Services article: National Consortium of Telehealth Resource Centers: ATA Action statement: /episode/index/show/grouppracticetech/id/38360340

Episode 533: “Telehealth Care Coordination Policy & Procedures” — What to Know 09/19/2025

Episode 532: From HIPAA to Part 2: Preparing for OCR’s New Role in SUD Privacy 09/05/2025

Episode 531: Quick Wins – Securing Your Wi-Fi Network for HIPAA Peace of Mind 08/29/2025

Episode 530: When Clients Use AI for Therapy -- Risks, Realities, and Conversations We Need to Have 08/22/2025

Episode 530: When Clients Use AI for Therapy -- Risks, Realities, and Conversations We Need to Have 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 about what you should know when clients use AI for therapy. We discuss: the risks and benefits of clients using AI in a therapeutic manner how clinicians can approach conversations about AI practices with clients why clients are turning to AI for therapeutic purposes, and what clinicians can do to support them safely Listen here: For more, Resources APA article: Article: Article: Article: NPR story: Article: Psychiatric Times: Stanford University article: PCT Resources Free handout resource: Practical prompts and responses to help clinicians talk with clients about AI use in ways that are safe, constructive, and clinically grounded. Free handout resource: A step-by-step guide for clinical supervisors and directors to make client AI use considerations an intentional part of practice culture, including team awareness, policy updates, and supervision strategies. On-Demand CE course: This 3 CE credit training with attorney and mental health counselor Eric Ström, JD, PhD, LMHC explores the rapidly evolving world of artificial intelligence in behavioral health. Learn how AI tools are being applied in clinical practice, what legal and ethical standards apply, and how to confidently evaluate whether and how to integrate new technologies. Participants gain practical strategies for aligning AI use with HIPAA, professional ethics codes, and client care standards—empowering you to implement AI tools responsibly and effectively in your practice. **Useful for all clinicians and practice leadership** 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/37914215

Episode 529: The Curation of Clinician Resources for Therapist Headquarters with Frances Harvey 08/15/2025

Episode 529: The Curation of Clinician Resources for Therapist Headquarters with Frances Harvey 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 Francis Harvey from Therapist Headquarters about her new resource for therapists. We discuss: The origin of Therapist Headquarters What resource collections are available on Learning what you weren’t taught in grad school about running a business The process for vetting therapist resources Common HIPAA security and compliance misconceptions for therapists The importance of HIPAA compliance and safeguarding information in our current political climate The future vision for Therapist Headquarters as a living resource Listen here: For more, Resources PCT Resources 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/37824190

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

Group Practice Tech

TOPICS