Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we share HIPAA savvy and practical options to securely record and share sessions for supervision.

We discuss:

• Why session recordings need to be so secure
• Common non-secure recording storage methods we see at PCT
• The PCT-preferred solution for storing session recordings (and why we recommend doing it this way)
• How to securely record and share online sessions or in-person sessions
• Google Workspace best practices
• Another (less tech-friendly) option for storage
• Teaching the next generation of therapists practical ways to safeguard client info

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we have a realistic, high impact action for you to take today to boost your practice security: set up two-factor authentication (2FA).

We discuss:

• What 2FA is and why it's so useful
• Where we recommend having 2FA set up
• How Google Authenticator works for 2FA and why we love it
• How to set up and use Google Authenticator
• Action steps to take today to boost practice security with 2FA

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we answer a question we're getting a lot recently, about what's permitted when supervising pre-licensed therapists.

We discuss:

• How compact privileges work for therapists
• PSYPACT and the upcoming Counseling Compact and Social Work Licensure Compact
• AAMFT and the push for licensure portability
• How to manage supervision for pre-licensed folks
• Liability and ethical implications for unauthorized practice

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• Article: Can My Supervisees Practice Across State Lines Under My Compact Privileges?
• Supervision & Compacts: Quick Reference Guide
• CE Training: Navigating Legal-Ethical Cross-Jurisdictional Teletherapy Practice in 2025: A Guide for Mental Health Professionals (2 legal-ethical CE credit hours, on-demand)
• CE Training: Telesupervision Nuts & Bolts: Best Practices and Ethical Considerations (3 legal-ethical CE credit hours, on-demand)
• CE Training Bundle: Incorporation of Interns and Supervisees in Mental Health Private Practice: Legal-Ethical, Training, and System Resource Management Considerations (2.5 legal-ethical CE credit hours, on-demand)
• CE Training Bundle & Certificate Program: Teletherapy Program Director/Supervisor Training (18.5+ CE Credit hours, on-demand)
• PCT's Teletherapy Practice Rules by State Tool
• PCT's Group Practice Teletherapy Program

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we share a how-to guide for managing role-based access and shared accounts with HIPAA in mind.

We discuss:

• How to audit system access in your practice
• Defining roles and responsibilities to determine access
• Managing shared email accounts with email delegation
• The difference between email aliases and delegated accounts
• Steps to take when systems don't allow for multiple logins

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• HHS FAQ: Does the Security Rule permit a covered entity to assign the same log-on ID or user ID to multiple employees?

• PCT Article: The Risk No One Talks [Enough] About: Shared Admin Accounts… And What To Do About It (with action items list)
• Free CE course for group practice leaders: Introduction to HIPAA Security for Group Practice Leaders (1 legal-ethical CE credit hour)
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.
• PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles:
  • For Group Practices
  • For Solo Practitioners

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we explain why shared admin accounts are a security concern under HIPAA and what you can do about it.

We discuss:

• Why shared accounts are a no-no, and why it's such a common practice

• The HIPAA standards that are impacted by this practice

• The internal and external risks of sharing admin accounts

• The why and what of role-based access control

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• HHS FAQ: Does the Security Rule permit a covered entity to assign the same log-on ID or user ID to multiple employees?

• Free CE course for group practice leaders: Introduction to HIPAA Security for Group Practice Leaders (1 legal-ethical CE credit hour)

• Group Practice Care Premium

• weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC

• + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)

• + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more

• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

• PCT's Comprehensive HIPAA Security Compliance Program (discounted) bundles:

• For Group Practices

• For Solo Practitioners

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we share a quick update to your smartphone settings to increase device security.

We discuss:

• Overwhelm as a barrier to HIPAA compliance and the key to success
• Two security settings to update on your smartphone
• Risk exposure + device security
• How to get step-by-step guidance for your specific device

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we unpack what mental health providers need to know about the recently announced non-enforcement of the 2024 Final Rule of the Mental Health Parity and Addiction Equity Act.

We discuss:

• The history and purpose of the Parity Act
• What has not changed with the Parity Act
• Key provisions of the 2024 Final Rule
• The implications of the non-enforcement of this rule
• State laws and states with stronger parity protections
• What you can do as a provider to advocate for parity
• Resources on parity we recommend

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• U.S. Department of Labor MHPAEA page
• The Kennedy Forum Parity Resource Guide
• Parity Track (state-specific info)
• APA Mental Health Parity Efforts
• NASW Parity Policy Efforts
• ACA 2025 Policy Agenda
• AAMFT Federal Advocacy Efforts

• Parity Checklist for Providers
  • PDF version of Parity Checklist
  • Docx version of Parity Checklist
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we discuss managing documentation for intakes and assessments with Dr. Maelisa McCaffrey of QA Prep.

We cover:

• Top misconceptions about documenting intakes and assessments
• Time management and logistics for intakes and assessments
• Balancing ethics, legal obligations, and customer service
• What Maelisa recommends covering in an intake session
• Layering informed consent
• How to minimize writing the same things over and over in assessments
• Our upcoming CE training with Maelisa on documentation for new clients

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• CE Training: Foundations of Documentation: Intake, Diagnosis, and Treatment Plans
  • Join Dr. Maelisa McCaffrey as she gives you practical tools for managing all the documentation related to new clients – informed consent, intake paperwork, assessment and diagnosis, and creating treatment plans. You'll also learn how to incorporate client feedback, build rapport, and connect with clients throughout these paperwork heavy tasks.
  • Plus: Dr. McCaffrey's documentation packet to help you improve your notes including:
    • Diagnosis Justification Examples
    • Treatment Plan Template
    • Sample Treatment Goals List
  • 2 legal-ethical CE credit hours
  • Live (June 9th, 2025) *and* Recorded On-Demand Self-Study CE Training
  • Ideal for clinical leadership + all clinicians
• Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation on May 23rd
  • This is special access to top experts in our industry available only to Practice Care Premium members. Register to attend these special sessions through Practice Care Premium
  • You can get Office Hours through Practice Care, or get 3 months of complimentary access through our Telemental Health Certificate Program.
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we chat with Dr. Maelisa McCaffrey of QA Prep about common documentation issues that come up in group practice.

We discuss:

• Maelisa's background and business, QA Prep
• Why there aren't black and white guidelines for documentation
• How to determine what to include in documentation
• The most common people who will read your notes
• Informed consent and documentation, especially for vulnerable populations
• Progress note templates and policies
• Collaborative documentation in group practice
• Why clinicians find documentation so stressful
• Our upcoming CE training with Maelisa on Client Centered Documentation

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• CE Training: Client-Centered Documentation: How to Write Ethical, Effective, and Efficient Progress Notes
  • Join Dr. Maelisa McCaffery as she offers a practical and principled guide to mastering progress notes that meet medical necessity standards, support continuity of care, and respect client rights and confidentiality. Plus: Dr. McCaffery's documentation packet to help you improve your notes including:
    • Sample progress note
    • Progress statement formula and examples
    • Phrases to use for sensitive and politically charged topics
  • 3 legal-ethical CE credit hours
  • Live (May 9th, 2025) *and* Recorded On-Demand Self-Study CE Training
  • Ideal for clinical leadership + all clinicians
• Special Office Hours with Dr. Maelisa McCaffrey: Join Dr. Maelisa McCaffrey as she and the PCT team tackle *your* specific questions regarding documentation.
  • This is special access to top experts in our industry available only to Practice Care Premium members. Register to attend these special sessions through Practice Care Premium.
  • You can get Office Hours through Practice Care, or get 3 months of complimentary access through our Telemental Health Certificate Program.
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.

Welcome solo and group practice owners! We are Liath Dalton and Evan Dumas, your co-hosts of Group Practice Tech.

In our latest episode, we share what you need to know about syncing your EHR calendar with HIPAA in mind.

We cover:

• Managing confidentiality and availability of data
• Having redundancies for worst case scenarios
• Types of calendar syncs and their benefits and drawbacks
• How to sync your calendars in a HIPAA-appropriate way

Listen here: https://personcenteredtech.com/group/podcast/

For more, visit our website.

• PCT's free Group Practice Service Selection Workbook & Worksheets -- support for selecting HIPAA-secure, effective, and economical services to meet your practice's functionality and operational needs
  • optional accompanying on-demand CE training: Designing a Group Practice's Tech Setup for Success: Effectiveness, HIPAA Compliance, Client Safety, and Efficiency (1 legal-ethical CE credit hour)
• Group Practice Care Premium
  • weekly (live & recorded) direct support & consultation service, Group Practice Office Hours -- including monthly session with therapist attorney Eric Ström, JD PhD LMHC
  • + assignable staff HIPAA Security Awareness: Bring Your Own Device training + access to Device Security Center with step-by-step device-specific tutorials & registration forms for securing and documenting all personally owned & practice-provided devices (for *all* team members at no per-person cost)
  • + assignable staff HIPAA Security Awareness: Remote Workspaces training for all team members + access to Remote Workspace Center with step-by-step tutorials & registration forms for securing and documenting Remote Workspaces (for *all* team members at no per-person cost) + more
• HIPAA Risk Analysis & Risk Mitigation Planning service for mental health group practices -- care for your practice using our supportive, shame-free risk analysis and mitigation planning service. You'll have your Risk Analysis done within 2 hours, performed by a PCT consultant, using a tool built specifically for mental health group practice, and a mitigation checklist to help you reduce your risks.