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 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

Episode 212 | Entrepreneurship as a Neurodivergent Person with Patrick Casale 03/22/2023

Episode 212 | Entrepreneurship as a Neurodivergent Person with Patrick Casale Hey Group Practice Listeners! Do you feel left out of the world regarding life and business? Societal standards cover the instances that are normal for neurodivergence. Understanding how your brain works are vital to express yourself in the industry. We have Patrick Casale, the Owner of the All Things Private Practice. As a licensed Mental Health & Addiction therapist, he understands what it means to be a neurodivergent person and what he goes through in entrepreneurship. He will help us recognize the complexity of the struggles of a neurodivergent person. Episode Highlights: Why does it feel like torture to have timely chaos as an entrepreneur? How can virtual assistants help you in managing bursts of ideas? What is a neurodivergent person, and what struggles do they have in business? When can the crash of neuro processes disconnect people from recharging? How can balance help neurodivergence low energy flow and manage exhaustion? How can embracing authenticity bring you, ideal clients? To connect with Mr. Patrick Casale: You can email him at Follow him on Instagram at Listen to his podcast at Visit his Facebook at Or check out his website 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/26265909

Episode 211 | Incorporating Additional Streams of Income with Megan Gunnell 03/08/2023

Episode 211 | Incorporating Additional Streams of Income with Megan Gunnell Hey Group Practice Listeners! Are you feeling exhausted from thriving your business? Before that could burn you out, you should start prioritizing yourself and set your entrepreneurial future. Investing in creating multiple streams of income is one way to do it! We are together with Megan Gunnell, the Founder, and Director of the Thriving Well Institute. She had this breakthrough from clients that created the idea of retreat programs. She believes that to thrive, you should look at and nourish the people around you. She will let us know more about how to attain additional income ideas! Episode Highlights: How can envisioning your success help you to thrive? Where could you get a stream of income other than your main one? When should retreats be about energy restoration and not extended burnout? What could be the benefit of listening to your audiences in front of your business? Why should you invest in professional photography for future entrepreneurial reference? What should you consider before making a pivot in your business? To connect with Ms. Megan Gunnell: You can email her at Or check out her website 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/26128845

Episode 210 | Building a Thriving Network with Samantha Silverman 02/22/2023

Episode 210 | Building a Thriving Network with Samantha Silverman Hey Group Practice Listeners! Are you feeling the heat of competition? That can often spark a passion for success, and building a network is one way to make it happen. Group practices are meant to help clients but also other group practices to grow! We are gratefully accompanied by Samantha Silverman, the owner of Silver Linings Counseling located in Denver, Colorado. She has this passion for camaraderie among practices that let building a network from scratch and turn it into a thriving group. She will shine upon us the story of how she was guided and now paying it forward to others! Episode Highlights: What is the difference between competitive marketing and friendly social work? When is competition healthy for group practice owners? Why should you think of unique features of your practice thinking there are no two practices alike? What is the essence of reciprocal feedback from therapists starting solo? How building a network from the ground up shows that you are determined to nurture risk and creativity? To connect with Ms.Samantha Silverman: You can email her at Or check out her website 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/25961394

Episode 209 | Creating an Authentic Brand for Your Practice with Katie Read 02/08/2023

Episode 209 | Creating an Authentic Brand for Your Practice with Katie Read Hey Group Practice Listeners! Are you thinking of outgrowing your practice and having authentic branding? Are you overwhelmed by this step? It is just the right feeling that will push you toward taking the action and evolving into a more confident version of yourself! We are pleased to have Ms. Katie Read, the creator of The Clinician to Coach® Academy, and the Six-Figure Flagship™ Program. She has a great fondness for assisting therapists in making money while carrying out the authentic work they are inspired to do! With this goal, she will share her journey of how she stepped up and realized that overwhelming is a gift! Episode Highlights: What has changed from their starting years to their current practice profession? How is storytelling more effective than step-by-step instruction to help others to form their brand authenticity? Why is being overwhelmed considered as the gift to surpass the possibilities and in creating your own brand? When does a CEO's time fuel creating a brand identity? How does the concept of no endless time push you to take action despite being overwhelmed and unready? To connect with Ms.Katie Read: You can visit her website at . Check out her Facebook page and Instagram account at and . Watch her through TikTok at Reach her through her email at Or tap into her 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/25845291

Episode 208 | Preparing for an Extended Vacation with Mary Beth Simón 01/25/2023

Episode 208 | Preparing for an Extended Vacation with Mary Beth Simón Hey Group Practice Listeners! Do you want to unwind from work, but you’re having a hard time doing so? Well, indeed, vacation is a needed breather when it comes to unleashing stress. We are grateful to have Ms. Mary Beth Simone, the CEO of Niche Partnership Consulting and a certified Les Mills BodyFlow instructor. She is renowned for guiding entrepreneurs in creating backup plans with their teams in the event of an unexpected or prolonged time off. Now, she is on a mission to teach you how to maintain your business’s cash flow steady while you’re away. Episode Highlights: What needs to be covered even when you’re away, and should you keep playing your part in the business? How to create a proactive plan, and what is the importance of having a standard operating procedure? Why is it significant to assess the roles and responsibilities within your organization? What are the best ways and challenges in preparing your members before taking an extended break? How to run trials, and what types of planning would be effective to empower and ensure your team has what they need? To connect with Ms. Mary Beth Simone: Website: & . Facebook page and Instagram account: . Email: [email protected]. Or receive a freebie by sharing her social link 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/25643496

Episode 207 | Setting Up An Internship Program In Your Group Practice with Tara Sanderson 01/11/2023

Episode 207 | Setting Up An Internship Program In Your Group Practice with Tara Sanderson Hey Group Practice Listeners! Do you want to supervise your interns to the next level, even during this crisis? Training interns could be challenging, especially if you can't see them face-to-face. We are honored to have again Dr. Tara Sanderson, a certified clinician who loves working with and talking about Anxiety, OCD, Perfectionism, and Burnout. She is also a trainer and supervisor of interns and pre-licensed folks. She will give her insights on how to have interns in your practice amid the pandemic. Episode Highlights: What advice can be given for practicums and interns at this time? Has the feedback on setting up an internship program changed since Covid? What are the pros and cons of administering an internship program during the pandemic? What to think about before starting one? Why do people set these programs up, and how is it beneficial for the new generation? To connect with Dr. Sanderson: You can visit her website at www.drtarasanderson.com. Or reach her through her social media accounts: @drtarasanders on Facebook, Twitter, and Instagram. 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 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 http://greenoakaccounting.com/tgpe /episode/index/show/thegrouppracticeexchange/id/25557612

206 TGPE final 12/28/2022

Episode 205 | Becoming a Better Communicator and Leader for Your Team with Aimée Bruneau 12/14/2022

Episode 205 | Becoming a Better Communicator and Leader for Your Team with Aimée Bruneau Hey Group Practice Listeners! Do you want to express yourself in public? It might be a scary thing to start for many of us. Other than public speaking needs confidence, you also need to know how to deliver yourself well to the audience. We are grateful to be accompanied by Aimee Bruneau in learning public speaking. She is a public speaking and communication coach, perfect for us to know ourselves better and unveil greater confidence. She will give tips and realizations that will lead us to find our brave public identity. Episode Highlights: When do writers feel an identity crisis during the transition to speaking in front of a crowd? How public speaking affects and turns us into different personalities? Why do we need to know our admired style to give us a direction in developing public speaking? Why is it that it is upon us what we feel? What are Imposter Syndrome and its mechanisms? To connect with Aimee: You can have either an individual or group session with her through Another means would be her email which is [email protected]. 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/25298817

Episode 204 | Masterminds and Collaboration with Casey Gromer 12/07/2022

Episode 203 | Therapist Burnout Prevention with Shannon Heers 11/30/2022

Episode 202 | Investing and Planning for The Future with Tess Zigo 11/16/2022

Episode 201 | How to Sell Your Group Practice and What to Consider with Gabrielle Juliano Villani 11/02/2022

The Group Practice Exchange

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