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.
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Episode 541: Five Stories We’re Grateful For This Season (and Why They Matter to Mental Health Providers)
11/28/2025
Episode 541: Five Stories We’re Grateful For This Season (and Why They Matter to Mental Health 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 share some positive stories to bring you some peace of mind at this time of year. We discuss: Increasing transparency requirements for AI service providers Cross-jurisdictional licensure portability/practice permissions expansion No telehealth cliff for Medicare clients, and the in-person visit requirement How security standards are becoming easier to adopt Practice culture becoming easier due to supportive systems Listen here: For more,
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Episode 540: Medicare Telehealth Update
11/21/2025
Episode 540: Medicare Telehealth Update
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 Gabrielle Juliano-Villani of Medicare Consulting for Therapists about recent updates regarding Medicare and telehealth. We discuss: The extension of in-person visit requirement What that means for new and established clients Coping skills for the ups and downs of business Main takeaways for practice owners with the recent extension Where to get updates on this topic Listen here: For more,
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Episode 539: What are Practice Management Companies (PMCs)?
11/07/2025
Episode 539: What are Practice Management Companies (PMCs)?
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 Practice Management Companies (PMCs) are, and the legal and ethical considerations for therapists when using these platforms. We discuss: The proliferation of Practice Management Companies The difference between PMCs and EHRs Why the benefits of PMCs are so tempting to new clinicians in particular How these companies are marketed vs. what clinicians can actually expect Who owns PMCs, and the implications of that How group practice owners can use this information when hiring new clinicians How solo practitioners can weigh this information when deciding what platforms to use Our recent webinar that dives deeper into this topic with Kelly and Miranda from Zynnyme and Eric Strom, therapist attorney Listen here: For more,
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Episode 538: Medicare Teletherapy: What's Happening Right Now
10/24/2025
Episode 538: Medicare Teletherapy: What's Happening Right Now
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 for you on what’s changed with teletherapy coverage for Medicare clients. We discuss: Our free 90 minute webinar that goes deeper into this topic What is still covered for behavioral/mental health services What has changed for behavioral/mental health services Who is considered an established client or a new client Exceptions to the in-person visit requirement Next steps to take to prepare for this change in your practice Medicare Advantage plans and Medicaid Listen here: For more,
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Episode 537: Sharing Apple Notes - When Convenience Turns Into a Breach
10/17/2025
Episode 537: Sharing Apple Notes - When Convenience Turns Into a Breach
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 a PSA about how Apple Note sharing works, so therapy practices can avoid a breach. We discuss: The context that precipitated this episode What constitutes a breach How sharing works for Apple Notes and Google Keep Only using services you have a BAA with Compliance as a process, not a product Steps solo and group practitioners can take to address this Listen here: For more,
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Episode 536: Reproductive Health Records & HIPAA: What Therapists Need to Know
10/10/2025
Episode 536: Reproductive Health Records & HIPAA: What Therapists 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 important update for therapists regarding the reproductive health Final Rule. We discuss: The Final Rule requirements that would have impacted therapists Why the Final Rule isn’t applicable now Being aware of any state laws that are applicable regarding reproductive health information Intentionality and care around sensitive info within PHI Our CE training on Law and Ethics of Clinical Documentation in a Post-Roe World Listen here: For more, 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 weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC Resources & References HHS OCR Fact Sheet – JD SUPRA Article: Court Case – Purl v. U.S. Department of Health and Human Services, No. 2:24-cv-228-Z (N.D. Tex. June 18, 2025) (decision vacating most of the Final Rule) Legal Analysis – Law Firm Compliance Guidance –
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Episode 535: Passkeys and Password Managers: The Future of Secure Logins for Therapists
10/03/2025
Episode 535: Passkeys and Password Managers: The Future of Secure Logins 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 explain what therapists should know about using passkeys in their practice. We discuss: Why we recommend password managers How passkeys differ from passwords Why passkeys are simpler and safer than passwords Which password manager we recommend Where you can use passkeys Things to consider when adopting passkeys Listen here: For more, Resources Article: 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
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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:
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Episode 533: “Telehealth Care Coordination Policy & Procedures” — What to Know
09/19/2025
Episode 533: “Telehealth Care Coordination Policy & Procedures” — What 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 explain what you should know if you’ve been asked to provide “Telehealth Care Coordination Policy & Procedures” to insurance companies. We discuss: What this policy is and why they’re needed What core elements should be included Saving lives by following these practices and procedures Secure communication standards for continuity of care What you should do to comply, for solo and group practices ROIs for coordination of care Our upcoming customizable templates and support resources around this topic Listen here: For more, PCT Resources 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
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Episode 532: From HIPAA to Part 2: Preparing for OCR’s New Role in SUD Privacy
09/05/2025
Episode 532: From HIPAA to Part 2: Preparing for OCR’s New Role in SUD Privacy
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 clarify who is impacted by the Part 2 Final Rule. We discuss: What’s included in the Part 2 Final Rule and why it’s necessary How to evaluate if you’re subject to Part 2 rules What compliance looks like under the new Part 2 rules Redisclosure under Part 2 Steps to take ahead of the February 2026 deadline for enforcement Listen here: For more, PCT Resources: Handout resource: A quick-reference tool to determine if you’re a Part 2 program, lawful holder, or not subject—and a concise summary of the new redisclosure rules under the 2024 Final Rule. Helps you prep for the Feb 16, 2026 compliance deadline with clarity and confidence. (docx version) (PDF version) 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: JD Supra article:
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Episode 531: Quick Wins – Securing Your Wi-Fi Network for HIPAA Peace of Mind
08/29/2025
Episode 531: Quick Wins – Securing Your Wi-Fi Network for HIPAA Peace of Mind
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 walk you through a quick win for your practice security - how to secure your Wi-Fi network. We discuss: The role of Wi-Fi in a practice's security picture The tangible risks of weak Wi-Fi security Steps to take to improve your Wi-Fi security Our free Wi-Fi security checklist, included in the show notes Listen here: For more, PCT Resources: (PDF version) (.docx version) a one-page guide with simple, high-impact steps to secure your Wi-Fi, to help protect client confidentiality and strengthen HIPAA compliance 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: Tom's Hardware:
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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
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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.
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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.
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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.
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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.
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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
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Episode 524: Real Talk: PCT Answers: Supervision and Session Recordings -- Secure Access Without the Stress
07/04/2025
Episode 524: Real Talk: PCT Answers: Supervision and Session Recordings -- Secure Access Without the Stress
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 HIPAA savvy and practical options to securely record and share sessions for supervision. We discuss: Why session recordings need to be so secure Common non-secure recording storage methods we see at PCT The PCT-preferred solution for storing session recordings (and why we recommend doing it this way) How to securely record and share online sessions or in-person sessions Google Workspace best practices Another (less tech-friendly) option for storage Teaching the next generation of therapists practical ways to safeguard client info Listen here: For more,
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Episode 523: Quick Wins: Boost Your Practice Security With 2FA and Google Authenticator
06/27/2025
Episode 523: Quick Wins: Boost Your Practice Security With 2FA and Google Authenticator
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 a realistic, high impact action for you to take today to boost your practice security: set up two-factor authentication (2FA). We discuss: What 2FA is and why it’s so useful Where we recommend having 2FA set up How Google Authenticator works for 2FA and why we love it How to set up and use Google Authenticator Action steps to take today to boost practice security with 2FA Listen here: For more,
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Episode 522: Real Talk: PCT Answers - Can My Supervisees Practice Across State Lines Under My Compact Privileges?
06/20/2025
Episode 522: Real Talk: PCT Answers - Can My Supervisees Practice Across State Lines Under My Compact Privileges?
Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech. In our latest episode, we answer a question we’re getting a lot recently, about what’s permitted when supervising pre-licensed therapists. We discuss: How compact privileges work for therapists PSYPACT and the upcoming Counseling Compact and Social Work Licensure Compact AAMFT and the push for licensure portability How to manage supervision for pre-licensed folks Liability and ethical implications for unauthorized practice Listen here: For more, PCT Resources Article: CE Training: (2 legal-ethical CE credit hours, on-demand) CE Training: (3 legal-ethical CE credit hours, on-demand) CE Training Bundle: (2.5 legal-ethical CE credit hours, on-demand) CE Training Bundle & Certificate Program: (18.5+ CE Credit hours, on-demand) PCT's PCT's
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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
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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
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Episode 519: Quick Wins: Simple Settings to Secure your Smartphone and Protect Client Info
05/30/2025
Episode 519: Quick Wins: Simple Settings to Secure your Smartphone and Protect Client Info
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 quick update to your smartphone settings to increase device security. We discuss: Overwhelm as a barrier to HIPAA compliance and the key to success Two security settings to update on your smartphone Risk exposure + device security How to get step-by-step guidance for your specific device Listen here: For more, 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.
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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.
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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.
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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.
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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.
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Episode 514: Google Vids: Is It The HIPAA Friendly Version of Loom?
04/18/2025
Episode 514: Google Vids: Is It The HIPAA Friendly Version of Loom?
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 using Google Vids in a group therapy practice context. We cover: Popular screen recording software, Loom, and why it’s not HIPAA compliance compatible Google Vids being covered by the Google Workspace BAA Use cases for screen recording software for group practices Key reminders and usage notes for Google Vids Listen here: For more, Resources Google Workspace Help Center: PCT Resources Free on-demand workshop: Free on-demand workshop: 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
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Episode 513: Privacy On The Go: Safeguarding Client Information While Traveling
04/11/2025
Episode 513: Privacy On The Go: Safeguarding Client Information While Traveling
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 steps to take to protect client information from being accessed at the US border. We discuss: Devices being searched by Customs and Border Patrol at the US border Why border agents can search devices without a warrant HIPAA being the minimum security standard, not the ceiling When HIPAA permits disclosure of PHI How clients can be impacted when PHI is accessed by law enforcement How to conduct a risk analysis of the potential impact of client PHI being accessed by law enforcement What to remove from devices before traveling Upcoming resources we will be providing on this topic Listen here: For more, Resources the Verge article: PCT Resources Travel Device Security Checklist -- coming soon as a free resource! This link will be updated as soon as we publish it. Thanks for your patience while we finish it up! 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
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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
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