The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.

Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani 05/08/2024

Episode 242 | All Things Medicare: Credentialing, Billing, and Audit Proof Documentation with Gabrielle Juliano-Villani Are you overwhelmed by the idea of taking Medicare in your group practice? You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits. That’s why in this episode, Gabrielle Juliano-Villani and I talk about all the ins and outs of integrating Medicare into a group practice. We explored the potential hurdles and advantages, equipping you with the knowledge needed to make informed decisions about accepting Medicare. Here's a rundown of what we covered: Medicare basics: We started by breaking down the basics of Medicare, including who it serves and how it operates. Administrative considerations: Gabrielle provided insights into the administrative side of Medicare, such as enrollment processes and compliance requirements. Clinical implications: We discussed the clinical implications of accepting Medicare, including how it affects client care and therapist workload. Aligning with practice vision: Gabrielle gave an overview of how to assess if accepting Medicare aligns with your practice's mission and values. This episode is one you don’t want to skip if you’ve been considering accepting Medicare in your group practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Gabrielle Juliano-Villani: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/31151853

Episode 241 | What Does It Mean to Be a Visionary Group Practice Owner? 04/24/2024

Episode 241 | What Does It Mean to Be a Visionary Group Practice Owner? Have you ever wondered what it takes to be a visionary leader in your group practice? In today’s episode, I dove into this very topic by sharing an article from the first issue of The Visionary magazine, our new quarterly magazine that's crafted specifically for us—the innovators and forward-thinkers of the mental health group practice world. As I review the article, I explore the core attributes of visionary leadership and how we can use this perspective to revolutionize our practices. Join me to be inspired to tap into your own visionary potential, and learn about topics like: What it means to be a visionary leader in the mental health industry. Strategies for shaping the future of our practices with innovative thinking and foresight. The importance of inspiration and how it can empower us as leaders. My personal reflections and advice on embracing your visionary potential. I believe that each one of us has the capacity to be a visionary leader. It's my hope that it will help you harness your visionary abilities and understand the pivotal role you play in shaping the future of mental health group practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/30939158

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez 04/10/2024

Episode 240 | Leveraging Kolbe A™ Index for Enhanced Team Dynamics with Niki Ramirez Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration? In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn more about: The essence of the Kolbe A™ Index and how it identifies our natural instincts for taking action. An overview of the four action modes defined by the Kolbe A™ Index that influence our problem-solving approaches. Personal reflections on our own Kolbe results and the insights gained from them. The benefits that group practice owners can reap by acknowledging and valuing the diverse instinctive strengths of their teams. Nikki's expert advice on how to effectively integrate Kolbe assessments into team development for a more inclusive and dynamic work environment. My chat with Nikki was not only insightful but also a testament to the power of embracing the unique talents within our teams. I'm convinced that leaders who leverage tools like the Kolbe A™ Index are well on their way to fostering a more collaborative and successful practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: Connect with Niki Ramirez and HR Answers: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/30650718

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results 03/27/2024

Episode 239 | From Goals to Action: Structuring Leadership Meetings for Tangible Results Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results? In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the result of the actions we take based on the information we gather. In this episode, I focus on the importance of action in achieving our objectives as group practice owners. I discussed the significance of leadership meetings, not just as a formality, but as a platform to celebrate our successes, assess our journey, and activate our team for action. I also explain the need to distill our larger goals into smaller, more manageable tasks, setting quarterly and biweekly milestones to keep us on track. If you have some big goals for your group practice that you’re ready to set in motion, join me to learn more about: The role of action in driving tangible progress and results within a group practice Sharing an effective structure of leadership meetings that result in action taking How to regularly assess where your team stands in relation to practice goals to help maintain focus and direction Exploring the concept of breaking down large goals into smaller, manageable steps in your practice Examples of how a practice might use their accountability tracker including examples of yearly goals, quarterly goals, and biweekly action items Remember that setting goals is just the beginning. It's the consistent, deliberate actions we take that will lead you to success in your group practice. Let's keep moving forward, one step at a time! Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/30552253

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan 03/13/2024

Episode 238 | Implementing The Accountability Equation™ with Abby Morgan Have you ever wondered what it looks like to tackle implementing accountability in a growing group practice? In this episode, I had a conversation with Abby Morgan, a fellow group practice owner who attended The Accountability Equation™ Accelerator in October. We dove deep into the complexities of instilling accountability within her expanding team at Sea Level Counseling & Wellness. In our discussion, Abby opened up about the hurdles she's facing as her practice grows and roles within her practice change. We explored the critical role of clearly defining leadership roles and the shared responsibilities that come with them, particularly in the hiring process. This episode is a must-listen for anyone looking to enhance team performance and accountability through proactive communication and strategic leadership. Join us to hear our chat where we covered: The significance of clear role definitions within a leadership team to ensure everyone knows their responsibilities. Strategies for effective hiring processes that align with your practice's accountability standards. The benefits of leadership rotation in promoting empathy and collaboration among team members. Emphasis on proactive communication and collaboration in addressing accountability issues. Abby's pledge to keep accountability discussions at the forefront, recognizing their importance for sustainable growth. This conversation with Abby was incredibly insightful, highlighting that as leaders, we must be intentional about fostering a culture of accountability. It's not just about growth; it's about growing right. Remember, a team that understands their roles and responsibilities is a team that can thrive. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: About Abby Morgan: Abby Morgan started her career in inpatient and community mental health after earning her Master of Social Work from Virginia Commonwealth University. With a passion for connecting with individuals with chronic mental illness, she later transitioned to private practice and outpatient clinics, where she witnessed the communication gaps among treatment providers and the neglect of work-life balance. In 2019, Abby founded Sea Level Counseling and Wellness with the mission of providing comprehensive trauma-informed services under one roof. Starting with a 1200 sq ft office and 1 employee, Sea Level Counseling and Wellness has grown to a 5100 sq ft space with 13 staff and 4 clinical partners, all trained in EMDR therapy. Looking ahead, Abby aims to establish a non-profit arm and expand community involvement through workshops and corporate wellness initiatives. Connect with Abby Morgan: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/30328688

Episode 237 | The First Steps to Accountability Mastery 02/28/2024

Episode 237 | The First Steps to Accountability Mastery Do you want to create a culture of accountability within your group practice, but not sure exactly where to start? In this episode, I share what true accountability looks like in your practice, and the first steps to take to begin setting up effective accountability practices. I explore how accountability is not just about keeping track of tasks, but about building a system that supports your team and your business. If you’re ready to take the first step to a thriving practice, join me to learn more about: The importance of accountability in organizational culture and change management The five essential components of the accountability equation and the significance of each step in creating a holistic accountability structure Strategies for fostering effective communication, increasing engagement, and promoting teamwork Tips for managing roles and responsibilities within your practice Steps you can take right now to begin creating a culture of clarity, collaboration, and success As you listen to this episode, I encourage you to take a moment to reflect on your own accountability structures. Are they serving you and your team effectively? If not, I invite you to to assess your accountability needs and consider joining our . Remember, the accountability equation is more than a tool—it's a pathway to fostering a culture of clarity, collaboration, and growth in your group practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/30116833

Episode 236 | Why Your Outward Achievements Don’t Soothe Inner Emptiness with Kasey Compton 02/14/2024

Episode 236 | Why Your Outward Achievements Don’t Soothe Inner Emptiness with Kasey Compton Have you ever experienced a time when achieving success didn't lead to the fulfillment and joy you sought? In this episode, I have a heart-to-heart with Kasey Compton, a therapist, self-love advocate, and accomplished entrepreneur who has led four thriving businesses, propelling her mental health practice into multi-million-dollar territory. We chat about her latest book "In Search of You", which mirrors Kasey's personal quest for meaning beyond success. During our conversation, we uncover how her journey of self-discovery has enriched both her business and personal life. Here's a snapshot of what we covered in our conversation: Kasey opens up about the life experiences that led her to write "In Search of You," sharing her path as a high-achieving woman in search of something more fulfilling. The importance of self-love and introspection when it comes to achieving fulfillment amidst the pursuit of success. We delve into the core message of the book, which encourages women to embark on their own journeys of self-discovery to find deeper satisfaction in life. Kasey’s approach to writing the book, including the challenges she faced and how she overcame them to bring her story to the page. It was truly inspiring to hear Kasey's story and her mission to empower other women through her writing. If you're on a quest for personal fulfillment or know someone who is, I encourage you to read Kasey’s book "In Search of You". Remember, it's not just about what you achieve, but who you become in the process. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Kasey Compton: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/29922303

Episode 235 | The Top 10 Mistakes That I've Made as a Group Practice Owner 01/31/2024

Episode 235 | The Top 10 Mistakes That I've Made as a Group Practice Owner Have you ever wondered what mistakes you might be making in your group practice? I'm no stranger to the challenges that come with running a group practice. Trust me, I've made my fair share of blunders along the way. In this episode, I get real with you about some of the less glamorous sides of group practice ownership as I share the top ten mistakes that I’ve made as a group practice owner. I also tell you all about the insights and lessons I've learned so you can sidestep these common pitfalls. Here are some of the key topics I dive into: The importance of having clear systems and processes in place Learning to delegate and not micromanage your team The significance of consistent and effective communication Understanding the financial aspects of running a group practice Recognizing the value of investing in your staff's development Navigating the complexities of marketing a group practice So if you want to learn from my experiences (the good, the bad, and the ugly), then this episode is a must-listen. I promise it's packed with value and maybe even a few laughs at my expense. My hope is that by sharing my own missteps, you'll be able to navigate the management of your group practice with greater confidence and success. Because on our leadership journey, we’ll all make mistakes, but it's how we learn from them that truly counts. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/29599873

Episode 234 | Transforming Out-of-Network Therapy Reimbursements with Mentaya 01/17/2024

Episode 234 | Transforming Out-of-Network Therapy Reimbursements with Mentaya Calculating insurance benefits and submitting insurance claims can often be a major pain point for both clients and group practice owners. But not anymore! I am so excited to share a new tool that I’ve been using to take this burden off our shoulders: Mentaya. In this episode, I had the pleasure of chatting with Christine Li, the founder and CEO of Mentaya. We delved into how Mentaya’s features, like the instant benefits calculator and automated claim submission, are revolutionizing the reimbursement process, making it easier for therapists to manage private pay clients and for clients to get reimbursed. If you’re looking to streamline the claim submission process for your practice, you won’t want to miss this episode. Here's a snapshot of what we covered in our conversation: Christine shared her transition from Google to founding Mentaya, driven by a desire to make mental health care more accessible and manageable. How Mentaya’s platform is designed to alleviate the administrative burden on therapists and clients dealing with out-of-network benefits. Highlighting how Mentaya's instant benefits calculator and automated claim submission service streamlines the reimbursement process. I share my own experience with Mentaya in my practice, noting how it has positively impacted my ability to attract and retain private pay clients. Christine's work with Mentaya is a testament to the power of innovation in making therapy more accessible and less daunting for everyone involved. Don't forget to take advantage of the promo code for your free trial and experience the difference for yourself! Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: with code “TGPE” Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/29498158

Episode 233 | Lead The Way In Group Practice Innovation as a Visionary 01/03/2024

Episode 233 | Lead The Way In Group Practice Innovation as a Visionary Have you ever wondered what it takes to be a visionary leader in group practice? In this episode, I dive deep into the transformative power of visionary leadership in group practice. I walk you through the shift from being clinician-centric to becoming a visionary at the helm of your business, explore the hurdles you might face in staying true to your visionary path, and highlight the immense benefits that visionary leadership can bring to your business's growth and your team's cohesion. Here are the key topics I covered in this episode: The transition that leaders need to make from focusing solely on clinical work to adopting a broader, visionary approach to running their practices. Common challenges that come with maintaining a visionary focus, including balancing day-to-day operations with long-term strategic planning. The positive impact of visionary leadership on business performance, including improved decision-making, innovation, and team engagement. Introduction of Visionary Magazine, a publication dedicated to empowering group practice leaders to think and act like visionaries. Sharing how I prioritize and structure time for visionary work. By nurturing your role as a visionary, you'll be better equipped to inspire your team and steer your practice toward a future filled with success and fulfillment. Remember, being a visionary isn't just about having a dream; it's about making that dream a reality for you, your team, and your practice. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/29313973

Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello 12/20/2023

Episode 232 | Navigating Subpoenas and Testimony in Mental Health Care with Tracy Masiello Have you ever received a subpoena and weren’t quite sure how to handle it? In this episode, I had the pleasure of interviewing Dr. Tracy Masiello, a group practice owner and certified mediator, about handling subpoenas as a group practice owner. We discussed the importance of clear policies, procedures, and training for clinicians to effectively manage subpoenas. Dr. Masiello also debunked subpoena myths, explained the consequences of ignoring subpoenas, and provided guidance on how to respond to them. Join us to learn more about: The importance of having clear policies, procedures, and training in place for handling subpoenas in a group practice setting. Debunking common myths surrounding subpoenas and clarifying the consequences of ignoring them. Guidance on how to respond to subpoenas effectively and ethically. Understanding the ethical considerations when testifying or sharing client records. The difference between being a fact witness and an expert witness in legal proceedings. If you're a group practice owner or clinician, this episode is a must-listen for valuable insights on managing subpoenas. Don't forget to check out the resources shared by Dr. Masiello for further learning and support. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/29137298

Episode 231 | Going Beyond Therapy [Rerelease] 12/06/2023

Episode 231 | Going Beyond Therapy [Rerelease] Have you ever considered expanding the services offered in your group practice beyond one-on-one counseling? Expanding services in a group practice can be a game-changer. In this rerelease episode, I discuss the benefits of doing just that - specifically offering CEs (Continuing Education) and/or training in the community. As a group practice owner myself, I have found that diversifying our services has not only increased our revenue but also reduced burnout among our team members. Join me to learn more about: Benefits of becoming CE providers in your group practice Offering CEs to the community or therapists while making sure it aligns with your business values Considering questions like: Who will be the training providers? and Who will run and spearhead the program? Realistic timelines to build, market, and reach the break-even point Steps to screen candidates to ensure the quality and relevance of the training Expanding services in a group practice can have numerous benefits. By offering workshops, webinars, and speaking engagements, you not only diversify your services but also provide opportunities for your team members to be paid for their presentations. Building a profitable program takes time and effort, but the financial benefits can be well worth it. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28927128

Episode 230 | Personalizing Benefits to Meet Employees’ Unique Needs with Courtenay Shipley 11/22/2023

Episode 230 | Personalizing Benefits to Meet Employees’ Unique Needs with Courtenay Shipley Have you ever wondered how to personalize retirement benefits for your employees? In this episode, I had the pleasure of chatting with Courtenay Shipley, a business retirement plan owner, about just that. We dive into different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs, and discuss the importance of tailoring these plans to specific groups. Courtenay also shares insights on profit sharing and the safe harbor plan design. Listen in to learn more about: The importance of personalizing retirement benefits for employees Exploring different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs Benefits of profit sharing and the safe harbor plan design Limitations of payroll companies like Gusto for managing benefits Alternative options like Guideline and Vestwell for managing retirement plans If you're looking to provide the best retirement benefits for your staff, this episode is a must-listen. Join us as we dive into the world of retirement plans and discover how to tailor them to your practice’s specific needs. Let's make benefit planning a breeze! Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28730403

Episode 229 | Optimizing Your Team: Part-Time and Full-Time Therapist Considerations 11/08/2023

Episode 229 | Optimizing Your Team: Part-Time and Full-Time Therapist Considerations Have you been considering how you can effectively employ part-time and full-time clinicians in your practice? In this episode, I delve into the benefits and challenges of hiring part-time and full-time clinicians. I share my personal experience of starting my practice with part-time clinicians and how it has impacted work-life balance expectations. Join me to learn more about: The importance of considering factors such as workplace culture, income, benefits, burnout, and personal fulfillment when employing clinicians. The shift in work-life balance expectations due to COVID-19 and how it has influenced the trend of more people seeking part-time employment. The benefits of offering part-time options, such as attracting a wider pool of talent and providing flexibility for clinicians. The challenges of managing schedules and maintaining consistency in client care with part-time clinicians. The importance of maintaining transparency with staff about the impact of offering part-time options. Employing part-time and full-time clinicians in your practice can bring both benefits and challenges. By carefully considering factors such as workplace culture and maintaining transparency with staff, you can create a balanced and fulfilling work environment for your clinicians. Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28548797

Episode 228 | Beyond Coverage: Exploring the Influence of Insurance Companies in Group Practices 10/25/2023

Episode 228 | Beyond Coverage: Exploring the Influence of Insurance Companies in Group Practices Have you ever wondered how insurance companies are impacting the mental health industry? In this episode, I dive into the influence of insurance companies in group practice. Insurance companies are moving away from paying based on the duration of therapy sessions and towards paying for the quality of care provided. This shift could potentially result in lower reimbursements for therapists, unless we advocate for how values-based care should be reimbursed. Additionally, I discuss the trend of insurance companies owning group practices, which gives them control over therapist compensation and allows them to increase profits. It's important for us as mental health practitioners to understand and adapt to these changes in order to thrive in the evolving landscape. Join me to learn more about: The shift from duration-based reimbursement to values-based reimbursement by insurance companies The importance of advocating for fair reimbursement rates and how measurement of care should be based The trend of insurance companies owning group practices and its impact on therapist compensation As group practice owners, it's crucial for us to stay informed and proactive in navigating the influence of insurance companies in group practice. By understanding these changes and advocating for fair reimbursement, we can continue to provide quality care to our clients while also ensuring the sustainability of our practices. Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28400486

Episode 227 | How Can You Differentiate Your Group Practice in a Crowded Marketplace? 10/11/2023

Episode 227 | How Can You Differentiate Your Group Practice in a Crowded Marketplace? How can you make your group practice stand out in a crowded marketplace? In this episode, I dive into the importance of differentiation when it comes to marketing your practice and share my favorite insights from Mike Michalowicz's book, "Get Different". Small changes can make a big impact when it comes to marketing your practice. Here are the key takeaways from the episode that you won’t want to skip: Why differentiation is crucial in a crowded marketplace The three key concepts to make sure you’re including in your marketing How even small changes can set your practice apart from the competition Sharing my favorite successful marketing strategies for my group practice Don't miss out on the opportunity to make your group practice shine. Tune in to this episode and start implementing fresh and innovative marketing ideas today. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28269398

Episode 226 | The Role of Anti-Oppression in Group Practice Accountability with Dr. Nathalie Edmond 09/27/2023

Episode 226 | The Role of Anti-Oppression in Group Practice Accountability with Dr. Nathalie Edmond Have you ever wondered how to effectively incorporate anti-oppression into your accountability practices? In this episode, Dr. Nathalie Edmond and I dive deep into this important topic. We discuss the significance of going beyond one-time trainings and integrating accountability into the very fabric of your practice. We also explore the challenges of putting theory into practice when it comes to anti-racism and anti-oppression work. Additionally, we touch on the importance of inclusive leadership teams, humanizing policies, and evaluating performance through an anti-oppression lens. If you're looking for resources and trainings to support your journey towards creating an inclusive and accountable practice, Dr. Edmond has got you covered. Join us to learn more about: - The importance of integrating anti-oppression into accountability practices - Moving from theory to practice in anti-racism and anti-oppression work - The need for ongoing evaluation and adjustment - Creating inclusive leadership teams - Developing humanizing policies - Evaluating performance through an anti-oppression lens If you're ready to take your practice to the next level and create a truly inclusive and accountable environment, this episode is a must-listen. Dr. Edmond’s expertise and resources will provide you with the guidance and support you need to work towards accountability practices that are more equitable for all. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28138325

Episode 225 | Leveraging Grants for Sustainable Practice Expansion with Dr. Omolara Uwemedimo 09/13/2023

Episode 225 | Leveraging Grants for Sustainable Practice Expansion with Dr. Omolara Uwemedimo Have you ever thought about leveraging grant funding to make your practice’s services more accessible to all? Join me as I sit down with Dr. Omolara Uwemedimo, a pediatrician and the owner of Melanin and Medicine. In this episode, Dr. Uwemedimo sheds light on the innovative concept of fiscal sponsorship and how it can help group practices secure funding through partnerships with nonprofits. During our chat we cover: Dr. Uwemedimo’s background in global health and passion for making healthcare accessible. Explanation of leveraging grants for for-profit healthcare practices. Benefits of fiscal sponsorship for both for-profit practices and nonprofit sponsors. How Melanin and Medicine helps healthcare practices secure funding through partnerships with nonprofits. Steps involved in securing funding, including identifying target population, curating a database of nonprofits, and preparing proposals. Stories of how other group practice owners successfully accessed grant funding. Dr. Omolara Uwemedimo’s innovative approach to funding is a game-changer for for-profit practices looking to serve underserved communities. By leveraging grants and fostering partnerships with nonprofits, you can secure the funding you need to expand your services and make healthcare more accessible to all. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/28004454

Episode 224 | The 5 A’s of Accountability: Action 08/30/2023

Episode 224 | The 5 A’s of Accountability: Action Do your leadership meetings ever feel like just a status update, with no real progress towards your overall practice goals? In this final episode of the six-week Accountability Equation™ podcast series, I share a framework to ensure these meetings encourage accountability and drive progress towards goals. So, if you're looking to refine your meeting strategy, this episode is a must listen! Join me to learn more about: The crucial role of taking action in achieving success and meeting goals. The importance of using metrics and goals as a basis for action in a group practice, as this helps to ensure that actions are aligned with the overall objectives of the practice. My framework for team leadership meetings that promote accountability and facilitate progress towards goals. Practical tips and strategies for effective implementation of the leadership meeting framework. As we wrap up our series on The Accountability Equation™, I hope you've gained valuable insights into the importance of accountability in a group practice. Remember, action is the final piece of the puzzle. It's what turns our vision into reality and our goals into achievements. So, let's take action, hold ourselves accountable, and make our group practices the best they can be. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27873294

Episode 223 | The 5 A’s of Accountability: Audit 08/23/2023

Episode 223 | The 5 A’s of Accountability: Audit Ever wondered how to transform vague promises into measurable success in your group practice? For the fifth episode of the six-week Accountability Equation™ podcast series, I dive deeper into the fourth A of the five A's of Accountability: “Audit”. Join me as I share why using key performance indicators (KPIs) are necessary to track progress and measure success. I talk about how to identify the core responsibilities, objectives, and critical success factors for each leadership role in order to determine the appropriate KPIs to track. I also share examples of common KPIs for different roles in your practice. Some of the things I cover in this episode are: Explaining the importance of accountability in a group practice Understanding the need for metrics and key performance indicators (KPIs) to track progress and measure success How to use data and evidence to support claims of success or failure Sharing how to identify core responsibilities, objectives, and critical success factors for each leadership role Exploring ways to determine appropriate KPIs to track for different roles (administrative, clinical, hiring and onboarding, HR) Diving into the importance of accurate auditing to ensure leadership team meets accountabilities Accountability thrives when it's supported by a web of metrics, offering transparency, motivation, and insight. Audits act as a reality check for your business, bridging the gap between intentions and outcomes. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27811677

Episode 222 | The 5 A’s of Accountability: Assign 08/16/2023

Episode 222 | The 5 A’s of Accountability: Assign Have you ever felt like you needed to micromanage your team in order to see progress in your practice? If this sounds like you, it may be time to take a look at how you’re assigning and tracking tasks. For the fourth episode of the six-week Accountability Equation™ podcast series, I dive deeper into the third A of the five A's of Accountability: “Assign”. I explain the concept of an accountability tracker, which helps track progress and ensure everyone is on the same page. I emphasize the key elements of effective coaching, including consistent feedback, support, collaboration, and accountability. Some of the things I cover in this episode are: Practical strategies and techniques to ensure that tasks are assigned effectively, minimizing confusion and maximizing productivity. Explaining how accountability and coaching go hand in hand, as effective coaching plays a crucial role in helping individuals meet their goals and fulfill their responsibilities. Introducing the accountability tracker tool, enabling you to keep a close eye on individual and team performance, ensuring that everyone stays on track and meets their objectives. Exploring how to build an effective accountability tracker by setting specific, measurable, achievable, relevant, and time-bound goals. Discussing how to adjust coaching strategies and approaches to meet the unique needs and circumstances of each individual, maximizing their potential for growth and success. Remember, it's not just about delegating tasks; it's about fostering a proactive, results-oriented mindset. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27750435

Episode 221 | The 5 A’s of Accountability: Assess 08/09/2023

Episode 221 | The 5 A’s of Accountability: Assess What qualities do you think make a great leader? Does your leadership team exhibit those qualities, or could it be time for an assessment? For the third episode of the six-week Accountability Equation™ podcast series, I dive deeper into the second A of the five A's of Accountability: “Assess”. In this episode, I discuss the importance of assessing the leadership team in your group practice. I share the qualities of a great leader and explain the process of assessing your existing leadership team. I also highlight the benefits of self-assessment for leaders, and discuss the challenges and pitfalls of the interview process when looking for your leadership team. Some of the things I cover in this episode are: Why self-assessment is beneficial for leaders to reflect on their strengths and areas for improvement. The challenges and pitfalls of leadership interviews, such as bias and limited information. How to address the problem of limited diversity and inclusion in the interview process. How to adequately prepare for leadership interviews, including thorough research on candidates and utilizing structured interview processes. How to screen your leadership team for vision alignment, effective communication, decision-making skills, culture building, accountability, strategic thinking, resilience, and adaptability. The "Assess" phase of The Accountability Equation™ is a critical step in ensuring the right people are in the right roles within your group practice. With the right tools and mindset, this process can be a powerful catalyst for organizational growth and success. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27685692

Episode 220 | The 5 A’s of Accountability: Assemble 08/02/2023

Episode 220 | The 5 A’s of Accountability: Assemble Is your staff clear on what their role and function is in your practice? If not… that could be hindering your growth and success. In this second episode of the six-week Accountability Equation™ podcast series, I focus on the first A of the five A's, which is "assemble". I explain how assembling the right team and clearly defining roles and responsibilities is crucial for setting up accountability in your practice. I even provide an overview of a helpful matrix that outlines the core responsibilities for each role in your business. Join me as I discuss: The difference between roles and functions: Roles are specific positions in the organization with their own set of responsibilities and expectations, while functions are the tasks and responsibilities within those roles. Why job titles and organizational charts are not helpful in providing clarity and understanding of responsibilities. The core roles and functions of a group practice including: visionary, integrator, sales and marketing, operations (administrative, HR, clinical), finance, and DEI. Steps to avoid building roles and functions that keep you stagnant by envisioning where your business should be, rather than where it currently stands. How spending time in the assemble phase helps clarify roles, reduce confusion, and promote collaboration and teamwork. Don’t start setting up your accountability system in your practice without first understanding this stage. This step is crucial as it provides clarity to everyone in the practice about their areas of authority. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27615789

Episode 219 | Bridging the Gaps in Business Accountability with The Accountability Equation™ 07/26/2023

Episode 219 | Bridging the Gaps in Business Accountability with The Accountability Equation™ Looking to improve accountability in your group practice? In this episode of The Group Practice Exchange Podcast, I dive deep into the topic of accountability and how it can transform your practice. I’m also sharing some exciting details on how you can implement my accountability framework in your practice. If you're ready to take your group practice to the next level, this episode is a must-listen! Join me as I discuss: What The Accountability Equation™ framework is all about and how it can benefit your group practice. Why building a culture of accountability requires more than just goal setting and assigning tasks; it involves creating an inclusive environment, addressing systemic biases, providing regular feedback and coaching, and implementing consequences when expectations are not met. The importance of ongoing self-reflection and adapting to change as a leader. Actionable strategies to help you establish and nurture accountability within your practice. By implementing accountability in your practice, employees have a clear foundation for understanding expectations and the direction the organization is heading. This clarity and understanding can help enable your staff to fulfill their accountabilities and recognize how their roles contribute to the organization's success. If you enjoyed this episode, you won’t want to miss the next five episodes, where I’ll dive into the details of The Accountability Equation™. Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website . Talk to you next time! Resources mentioned in this episode: Connect with Maureen Werrbach & The Group Practice Exchange: This episode is sponsored by . TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27552855

Episode 218 | Incorporating Alternative Services in Your Practice with Shaelene Kite 06/14/2023

Episode 218 | Incorporating Alternative Services in Your Practice with Shaelene Kite Hey Group Practice Listeners! Looking to incorporate alternative services into your group practice? Adding more choices that improve the consumer's experience and well-being is truly a high advantage thus, it is a smart move. Joining us today is Shaelene Kite, a DBT-LBC Certified Clinician, Registered Yoga Teacher, Approved Clinical Supervisor, and the owner of DBT of South Jersey. With her extensive experience and expertise, Shaelene will share her perception of adding alternative services to your practice! Episode Highlights: What insights can Shaelene share about incorporating a yoga studio into a practice? How can practice owners foster inclusivity in their group practice offerings? In what ways do trauma-informed yoga and bodywork support clients alongside clinical work? What key considerations should group practice owners be aware of when adding alternative services? Where is the reach of Shaelene's goal for her practice? To connect with Shaelene Kite: You can visit her website and podcast at & Check out her LinkedIn at Reach her through her email at Visit and join our Facebook Group at: This episode is sponsored by TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you’re running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/27126612

Episode 217 | 5 Tips for Networking as an Introvert 05/31/2023

Episode 216 | Topflight Apps Zefanja Floris on Creating an App for Your Practice 05/17/2023

Episode 216 | Topflight Apps Zefanja Floris on Creating an App for Your Practice Hey Group Practice Listeners! Do you want to maximize the use of technology in your practice? As we face the rise of applications and innovations, it is beneficial to know how to make money creating an app. We are graced to be joined by Mr. Zefanja Floris, the Product Manager at Topflight Apps, a company developing healthcare applications. He will be grounding us with the knowledge of creating an app that will be a guide in achieving success in managing and leveraging client retention and income sources. Episode Highlights: How is it beneficial to use mobile applications to exceed the limitations of time and location? What are some of the working implemented methods in today's healthcare apps? Where is the challenge from a business perspective on the Electronic Health Record System? When does a niche-specific EHR help a better choice of features for a compact group of practitioners? What is the cost of creating an app for a business? Why can content creation offer exponential audience growth and be considered a monetization strategy? To connect with Mr. Zefanja Floris: You can visit his website at www.topflightapps.com & Check out his LinkedIn at www.linkedin.com/in/zefanja-floris/ Reach him through his email at This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist to relieve you from the last few months of bookkeeping, talk you off the edge when you’re encountering issues with Quickbooks, or help you work through a profit plan for growth?GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe /episode/index/show/thegrouppracticeexchange/id/26840886

Episode 215 | Profit First for Therapists with Julie Herres 05/03/2023

Episode 215 | Profit First for Therapists with Julie Herres Hey Group Practice Listeners! Do you want to read your way into business development? As we are practice owners that handle big and important things, it is great to have guidance along the way. We are grateful to be joined by Ms. Julie Herres, the founder of GreenOak Accounting, a team of accounting experts helping practice owners. She is an accountant, podcast host, and the author of Profit First for Therapists. Now, she will elaborate on the book's keynotes that are essential for our growth as practice owners. Episode Highlights: What did Julie have to go through in writing the book, Profit First for Therapists? How much change was published into the current version from the Profit First review? Where do different professions or practice levels depend for their allocations? When can topics of scaling of compensation be helpful for the readers of the book? What is the essence of storytelling in making an impact while reading the Profit First book? How did the book make a push of encouragement to venture into new businesses? Why is it essential to have a second set of eyes in making big decisions and handling critical business situations? Check out Julie’s Book & Take a FREE Profit First Assessment: Are you ready to expand your practice? Take the expansion quiz now: To connect with Julie Herres: You can visit her website at Check out her LinkedIn at , or through Instagram account at Reach her through her email at This episode is sponsored by TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you’re running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/26598099

Episode 214 | Onboarding Check-Ins for Success 04/19/2023

Episode 214 | Onboarding Check-Ins for Success Hey Group Practice Listeners! Do you want to know the steps to success? As we all strive for our goals, it is necessary to have check-ins of our progress. Join me in this swift episode to learn more about how to navigate the compatibility of your team to the job! Episode Highlights: Why is it needed to have 20 minutes of training equivalent to every 5 minutes of work? How much time should be invested in training people for the job? What is the essence of assigning someone to the onboarding process? When can we decide if the trainee is a successful fit for the job? Where can a spreadsheet of sectioned reports from the admin and the onboarding officer help in the success of the team’s progress? Could you use more support in recruiting, hiring, and onboarding in your practice? Join me for the starting April 20th! You'll walk away from the workshop knowing how to attract the perfect fit employees, outline your compensation and benefits to scale sustainably, and seamlessly get new hires integrated quickly. As an attendee, you'll get access to all of the templates and resources you need for hiring success! This episode is sponsored by TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you’re running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/26574966

Episode 213 | Increasing your Practice's Social Impact with Camesha Jones 04/05/2023

Episode 213 | Increasing your Practice's Social Impact with Camesha Jones Hey Group Practice Listeners! Do you want to give back to your community? As we are agents to make people feel better about their lives, it is a natural thing to desire goodness not only for our clients but also for as many individuals as possible. We are grateful to have Ms. Camesha L. Jones, the Founder of Sista Afya Community Wellness. She is a social worker that aims to have an impact on a specific niche of the community which is black women with their mental health. With that, she will be inspiring us in creating a social impact that is also agreeable to the group practice's capabilities. Episode Highlights: When did Camesha's non-profit arm for the community start social impact investing? What are the similarities and differences between profit and non-profit organizations in terms of marketing? How challenging is the process of adding a non-profit branch to practices that have goals for social impact? What are the other ways to still serve social impact bonds with the community? How will listening to your community’s needs help you best serve them? To connect with Ms. Camesha L. Jones: You can visit her website at & . Check out her community at , or through Facebook and Instagram accounts at and Reach her through her email at This episode is sponsored by TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner. Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you’re running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to /episode/index/show/thegrouppracticeexchange/id/26388840

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