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166 HIPAA, VAs, and the Truth About Delegation in Private Practice
If the idea of delegating in your practice immediately brings up fear about HIPAA, confidentiality, or losing control, this episode is for you. In this solo episode, I’m breaking down exactly what you can delegate right now (and what you shouldn’t) so you can protect your license while still getting critical tasks off your plate.
I walk through real-world examples of delegation, from marketing tasks and intake calls to inbox management and follow-ups, and I clear up a lot of the myths therapists carry around about HIPAA. I explain how HIPAA actually works in practice, why delegating the wrong things first can waste time and money, and how proper training—not avoidance—is what keeps your practice safe as you grow.
If your practice feels like you’re “building the plane while flying it,” or you know an uptick in clients is coming and your systems aren’t ready yet, this episode will help you get grounded and move forward with confidence instead of fear.
In this episode, you’ll learn:
- What I recommend delegating first in a therapy practice, like intake calls, follow-ups, basic marketing workflows, and inbox management, without violating HIPAA
- How I think about training and onboarding VAs, including HIPAA education, clear boundaries, and realistic expectations
- Why I stopped using long written SOPs and switched to short screen-recorded workflows, and how that reduced mistakes
- How to tell the difference between tasks that actually move you toward revenue and ones that just keep you busy
If you’re ready to stop doing everything yourself and start building systems that support your growth, this episode gives you a practical, HIPAA-aware place to start.
If you’re ready to lead with confidence, join the 2026 Supervisor Course waitlist for early access to bonus tools, templates, and fast-track grading. Strengthen your systems today with the free Supervision Onboarding Checklist, and get ongoing CEUs and live coaching inside the Step It Up Membership. You’re not just building a practice, you’re building a legacy.
Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.
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By Dr. Kate Walker Ph.D., LPC/LMFT Supervisor
5
77 ratings
If the idea of delegating in your practice immediately brings up fear about HIPAA, confidentiality, or losing control, this episode is for you. In this solo episode, I’m breaking down exactly what you can delegate right now (and what you shouldn’t) so you can protect your license while still getting critical tasks off your plate.
I walk through real-world examples of delegation, from marketing tasks and intake calls to inbox management and follow-ups, and I clear up a lot of the myths therapists carry around about HIPAA. I explain how HIPAA actually works in practice, why delegating the wrong things first can waste time and money, and how proper training—not avoidance—is what keeps your practice safe as you grow.
If your practice feels like you’re “building the plane while flying it,” or you know an uptick in clients is coming and your systems aren’t ready yet, this episode will help you get grounded and move forward with confidence instead of fear.
In this episode, you’ll learn:
- What I recommend delegating first in a therapy practice, like intake calls, follow-ups, basic marketing workflows, and inbox management, without violating HIPAA
- How I think about training and onboarding VAs, including HIPAA education, clear boundaries, and realistic expectations
- Why I stopped using long written SOPs and switched to short screen-recorded workflows, and how that reduced mistakes
- How to tell the difference between tasks that actually move you toward revenue and ones that just keep you busy
If you’re ready to stop doing everything yourself and start building systems that support your growth, this episode gives you a practical, HIPAA-aware place to start.
If you’re ready to lead with confidence, join the 2026 Supervisor Course waitlist for early access to bonus tools, templates, and fast-track grading. Strengthen your systems today with the free Supervision Onboarding Checklist, and get ongoing CEUs and live coaching inside the Step It Up Membership. You’re not just building a practice, you’re building a legacy.
Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.