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Transitioning EMRs can either be the upgrade that unlocks your practice’s next level—or the operational nightmare that drains cash, kills productivity, and torpedoes patient experience. In this hard-hitting episode of Private Practice Survival Guide, Brandon Siegel demolishes the “4–6 week” implementation myth and lays out a battle-tested roadmap: a realistic 3–6 month (often 9–12 month end-to-end) plan, a 90-day parallel run, airtight data migration (HL7/FHIR/CCD/CCDA), and surgical timing for EDI/ERA so revenue doesn’t evaporate mid-switch. You’ll learn how to map workflows, choose features that matter (not “massaging seats”), set KPIs, avoid AI-driven compliance traps, stage go-lives during low-volume windows, and build a true stakeholder taskforce (project lead, super users, vendor coordination) with downtime contingencies and HIPAA-grade security. If you’re changing EMRs in 2025–2026, this is your no-BS playbook to protect cash flow, staff, and patients—while actually improving care.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

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Understanding your tax tipping point can make or break your bottom line. Learn how to prevent “taxes that tip the scale” by implementing proactive planning and smarter deductions. From purchasing real estate and leveraging Section 179 to hiring your kids legally and setting up accountable plans, this guide helps you identify where hidden savings live—and how to use them strategically.

You’ll learn how to:

• Evaluate whether buying or leasing real estate benefits your long-term goals
• Use Section 179 and cost-segregation strategies to accelerate deductions
• Hire your children for legitimate work and lower taxable income
• Contribute to SEP, SIMPLE, or 401(k) retirement plans for added savings
• Apply the Augusta Rule, QBI deduction, and energy-efficiency credits
• Create an accountable reimbursement plan that reduces your personal tax burden
• Schedule quarterly CPA reviews to forecast and prevent surprises

If you’re ready to stop letting taxes drain your profits and start using them to build wealth, this episode gives you the playbook to plan smarter—not harder. (Not tax advice.)

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

Tracking expenses isn’t just about saving receipts—it’s about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long.

You’ll learn how to:
* Set up separate business bank accounts and integrate accounting tools like QuickBooks
* Perform monthly reconciliations and maintain clean, accurate books
* Conduct quarterly CPA reviews to stay compliant and proactive
* Categorize expenses using Schedule C–friendly buckets for smarter tracking
* Plan and pay quarterly estimated taxes without the stress
* Identify often-overlooked deductions and credits (home office, mileage, professional education, and more)

Leverage advanced credits and savings tools like WOTC, Section 127 student-loan assistance, SEP/Solo 401(k)/SIMPLE plans, and HSAs/FSAs

If you’re ready to simplify your finances, strengthen compliance, and keep more of what you earn, this episode gives you the checklist to start the right conversation with your CPA—today. (Not tax advice.)

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

Hiring great talent isn’t about resumes—it’s about trajectory. In this quick-tip episode of The Private Practice Survival Guide, learn how to evaluate a candidate’s long-term potential, not just their current skill set. Discover how to identify high-growth, high-resilience team members who can adapt, evolve, and elevate your organization for years to come.

You’ll learn how to:

• Recognize a true growth mindset during interviews
• Test adaptability, self-awareness, and emotional resilience
• Evaluate learning agility and mission alignment
• Identify candidates who create culture, not just fit it
• Predict long-term success based on capability—not credentials

If you’re serious about building a team that thrives under pressure and scales with purpose, this episode gives you the blueprint to spot, hire, and develop your next top performer.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

 Are you hiring the right people—or just filling seats? In this powerful episode, we break down the truth about hiring for potential vs. hiring for talent—and why your next great employee is probably already working somewhere else. Discover how to attract top performers, create a process that filters for drive and cultural alignment, and why you should make it hard to get the job if you want to build a winning team.

You’ll learn how to:

• Identify high-potential candidates who can grow with your company
• Build hiring systems that protect your culture and values
• Invest your time, money, and energy where it counts most—your people
• Screen for personality traits that predict long-term success

If you’re tired of turnover, mediocre performance, or “quiet quitters,” this episode will help you build a team that stays, scales, and sets the standard for excellence. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

This Quick Tip breaks down Automation vs. Artificial Intelligence for private practices—what they are, where they overlap, and how to deploy each for maximum ROI. You’ll learn how rule-based automation (think: EHR billing runs, appointment confirmations, Calendly/Acuity reminders, Zapier workflows, Keap/Infusionsoft logic trees) eliminates repetitive tasks, while AI (machine learning–driven tools like HIPAA-ready note-takers, smart chatbots, and content generators such as ChatGPT/Jasper/Scribe PT) adapts to data, drafts documentation, analyzes client trends, and improves over time. We cover real clinic use cases—scheduling, reminders, billing, compliance alerts, HR/licensure tracking—and a critical caution on data quality and HIPAA compliance when using AI for clinical or revenue-cycle decisions. Bottom line: Automate the predictable, add AI where nuance and analysis drive outcomes. If you want fewer no-shows, faster documentation, tighter cash flow, and better patient communication, this episode gives you a practical roadmap to implement both—safely, ethically, and profitably.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

In this episode, we explore how to effectively implement AI in your growth marketing strategy to streamline operations, enhance engagement, and drive measurable ROI. From using AI-powered CRMs like HubSpot and Zoho to automate campaigns and segment audiences, to leveraging chatbots, predictive analytics, and AI-driven SEO tools, the episode breaks down how to integrate machine learning and automation for smarter marketing execution. You’ll learn practical applications of tools like Jasper, Canva Magic Studio, Looka, and SmartBot360, as well as HIPAA-compliant messaging platforms for healthcare practices. Whether you’re looking to optimize digital ads, personalize patient communication, or boost retention through automation, this episode reveals a clear roadmap to modernizing your marketing ecosystem with AI for sustained business growth.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

Frequent cancellations and no-shows can silently drain a private practice’s revenue and efficiency, costing up to 20% in annual income and reducing patient outcomes by as much as 30%. We explore actionable strategies to minimize cancellations and boost output—starting with implementing firm 48–72-hour cancellation policies, automating appointment reminders, and creating systems that build accountability and trust with patients. It also emphasizes optimizing scheduling with waitlists and telehealth options, incentivizing consistent attendance, and analyzing data to identify trends and root causes. By adopting these strategies, practices can reduce cancellations by 30%, improve operational efficiency, and drive sustainable growth while enhancing the patient experience.

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

 In this episode of the Private Practice Survival Guide, we explore the critical updates every private practice should make to their patient policy approach in 2025. As healthcare costs rise and reimbursements stagnate, practices must evolve their patient accountability, transparency, and operational frameworks to maintain both care quality and financial health. Brandon breaks down key strategies such as mandating pre-visit insurance verification, training staff for upfront collections, and implementing strict cancellation and no-show policies to protect cash flow. He also highlights the growing importance of telehealth, wearable data policies, and patient education for compliance and engagement. The episode emphasizes adopting a Patient Code of Conduct to establish mutual respect, financial responsibility, and behavioral expectations—helping create a consistent, patient-centered culture that sustains care excellence in an increasingly complex healthcare landscape. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book

Send us a text

This quick tip episode of the Private Practice Survival Guide breaks down the crucial difference between Forecasting and Projections in private practice financial planning. Forecasting relies on historical data, trends, and KPIs to stabilize operations—helping practices anticipate revenue cycles, manage cash flow, and set realistic budgets for staffing and resources. Projections, on the other hand, fuel innovation by modeling “what-if” growth scenarios such as adding new services, expanding locations, or adjusting payer contracts. Brandon shares practical examples of using forecasts to prepare for seasonal revenue shifts and projections to stress-test strategic moves, while also addressing common pitfalls like over-optimism and ignoring anomalies. The key takeaway: balance both tools to stay financially grounded yet growth-focused, enabling your practice to remain agile, profitable, and future-ready. 

Welcome to Private Practice Survival Guide Podcast hosted by Brandon Seigel! Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel's book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking key strategies for surviving―and thriving―in today’s business environment. Now Brandon Seigel goes beyond the book and brings the same great tips, tricks, and anecdotes to improve your private practice in this companion podcast.

Get In Touch With Me
Podcast Website: https://www.privatepracticesurvivalguide.com/
LinkedIn: https://www.linkedin.com/in/brandonseigel/
Instagram: https://www.instagram.com/brandonseigel/
https://wellnessworksmedicalbilling.com/
Private Practice Survival Guide Book