Group Practice Tech

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

In our latest episode, Patrick Casale joins us for a difficult but necessary conversation on the implications of diagnosing neurodivergence in our current social and political context.

We discuss:

• The current social and political context that is causing concern for neurodivergent people and their loved ones
• Client self-determination in determining if diagnosis goes into their medical record
• The benefits of having a diagnosis on the record
• The risks of having a diagnosis on the record
• How to educate and support clients making decisions around diagnosis
• Co-occurring disorders that may apply to help secure accommodations for clients
• Ethical considerations around diagnoses
• Patrick's two upcoming trainings with PCT on creating a neurodivergent private practice and creating a neurodivergent affirming group practice

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

For more, visit our website.

• CE Training, presented by Patrick: Creating a Neurodivergent-Affirming Group Practice Live (August 1st) and Recorded
  • Creating an environment where everyone thrives is important to so many group practice leaders. But the current social context has shifted, and keeping your environment affirming for neurodivergent clinicians, staff, and clients has become more complex. Join Patrick Casale LCMHC NCC, as he discusses neurodivergent-affirming leadership and strategies that promote equity, agency, and neurodivergent representation.
• CE Training, presented by Patrick: Creating a Neurodivergent-Affirming Private Practice Live (July 25th) and Recorded
  • Join Patrick Casale LCMHC NCC, as he equips mental-health clinicians with the knowledge and practical tools to build and run a truly neurodivergent-affirming private practice.
• On-Demand CE Training, presented by Emily Decker, MS, LPC, NCC: Can You Hear Me? The Legal and Ethical Role of Accessibility in Anti-Oppressive and Neurodivergent-Affirming Teletherapy
  • This training aims to create familiarity and comfort for therapists providing teletherapy and combat stigma and inaccessibility in teletherapy. The conversation is situated within an anti-oppressive and neurodivergent-affirming framework, connecting concepts of accessibility and disability justice with mental health care, and provides an overview of legal and ethical issues pertaining to accessibility within teletherapy, including identifying and dispelling common myths about accessibility and disability, and identifying specific, concrete resources for therapists to use to enhance the accessibility of their services.

• Patrick's podcast: Divergent Conversations
• Patrick's podcast: All Things Private Practice
• Empowered Escapes: intentionally curated destination retreats & summits for mental health entrepreneurs

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.