Private Practice Survival Guide

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AI has been in healthcare for decades, but many private practices still buy into hype, under-evaluate tools, and underutilize what they have. In this episode of Private Practice Survival Guide, host Brandon Seigel lays out a clear decision framework to vet vendors, protect compliance, and model ROI so your next AI purchase actually saves time and drives outcomes. From data storage and BAAs to uptime SLAs, EHR integration, and offboarding, you’ll learn what to ask before you sign—and how to structure trials, pick KPIs, and avoid five‑figure mistakes. Brandon also maps the hidden costs most owners miss and explains why early staff buy‑in and continuous training are non‑negotiable for real adoption.

What You'll Learn:

• The five critical vetting areas: data storage/access, BAAs, uptime/breach protocols, EHR integration, and offboarding
• How to budget for hidden costs like training, workflow disruption, migration, and maintenance
•  quick-reference evaluation framework: conservative ROI modeling, baseline metrics, adoption checks, and AI governance
• Why demo hype (and beta products) can backfire—and how 90‑day trials prevent costly mistakes
• The 30% time-savings rule and the KPIs that matter for scheduling, documentation, billing/eligibility/authorizations, and communication
• A realistic 3–12 month AI adoption roadmap and vendor red flags to avoid

Measure twice, cut once: evaluate, plan, execute, and recalibrate—so AI becomes a time-saving system your people can run with.
#PrivatePracticeSurvivalGuide #AIinHealthcare #PracticeManagement #EHR #HealthcareCompliance

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Join us in this insightful episode of The Private Practice Survival Guide podcast as we explore the revolutionary impact of Artificial Intelligence on private practice with the expert Erin Clemens. Discover how AI is not just a futuristic concept but a practical tool saving countless hours, streamlining operations, and transforming the landscape of healthcare. 

Erin shares her journey from skepticism to embracing AI, revealing how these technologies can be integrated into your practice for unprecedented efficiency. We dive deep into the functionalities of leading AI platforms, discussing their potential to revolutionize daily tasks and strategic planning. This conversation is a must-listen for any private practice owner looking to navigate the complexities of AI, ensuring they stay ahead in an ever-evolving digital world while maintaining the highest standards of care and ethics.

What You'll Learn:

• Erin Clemens' personal journey and early adoption of AI in her practice.
• The distinction and complementary uses of top AI tools like ChatGPT, Claude, Gemini, and NotebookLM.
• Strategies for evaluating and integrating AI tools based on specific practice needs and problems.
• Critical ethical discussions around AI in clinical documentation, patient privacy, and therapeutic judgment.
• Predictions for how AI will transform administrative roles and staffing in private practice.
• The enduring importance of human connection and critical thinking in an AI-driven future.

Empower your practice with the intelligence of tomorrow. #PrivatePracticeAI #AIinHealthcare #PracticeAutomation #ErinClemens #FutureofTherapy

Erin Clemens is the Founder and CEO of Pediatric Achievements, a multidisciplinary pediatric therapy practice that helps children through occupational, physical, and speech therapy. She is a pediatric occupational therapist turned entrepreneur who built the practice from the ground up and now leads a thriving team. Erin is also a speaker and strategist who helps busy professionals and business owners take control of their time using practical productivity systems and emerging AI tools. Her work blends real-world leadership experience with modern strategies for delegation, smarter decision-making, and AI-enhanced workflows. Erin is passionate about helping high achievers stop feeling overwhelmed and start using their time in ways that truly move the needle toward goals.

http://www.erinclemens.com

https://www.instagram.com/timemanagement.ai/

https://www.facebook.com/profile.php?id=100090417293195

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Most practices don’t have a communication problem—they have a communication system problem. In this solo episode, Private Practice Survival Guide host Brandon Seigel breaks down how to audit, organize, and automate your patient messaging so every inquiry is acknowledged, every next step is clear, and trust is built at scale. You’ll learn why fragmented outreach creates no-shows and complaints, how to define your practice voice, and how to deploy templates and technology that meet patients where they are. If you’re ready to reduce no-shows, resolve billing disputes faster, and turn communication into a growth engine, this episode is your blueprint. 

What You'll Learn:

• The critical patient touchpoints to script: first impression, onboarding, reminders, continued care, and transitions/discharge
• How to build a unified template library and refine tone, accuracy, and compliance quarterly
• Capturing patient channel preferences (email, text, phone, portal) and aligning automation to each
• Using E + R = O (Event + Response = Outcome) to handle billing disputes and non-compliance without blame
• Metrics that matter: response time, no-show rate, satisfaction, and complaint volume—and how to baseline them
• The three communication killers: gaps, redundancies, and tone drift—and how to fix them
• How to run a communication audit with an action checklist and a mystery shopper
• When and how to escalate to clinical conversations while keeping routine messaging automated

Build a communication machine that patients trust—and your team can sustain. #PrivatePractice #PatientCommunication #PracticeManagement #HealthcareAutomation #NoShowReduction

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Discover the delicate balance between cutting-edge automation and the irreplaceable human touch in private practice. Join Brandon Seigel and special guest Will Humphreys of Virtual Rock Star as they tackle the biggest fear surrounding technology in healthcare: losing connection. This episode of The Private Practice Survival Guide explores which tasks should never be automated, how to leverage AI to enhance patient experience, and the crucial role of consistency and trust in modern healthcare. Learn how strategic automation can free up your team to focus on meaningful patient interactions, ultimately leading to a more efficient and compassionate practice. Tune in to transform your approach to operational excellence and patient care.

What You'll Learn:

• The critical distinction between human interaction and genuine connection in healthcare.
• Specific tasks that are ideal for automation to improve practice efficiency.
• How automation can either enhance or detract from the patient experience, depending on implementation.
• The importance of reliability and consistency in automated systems for building trust.
• Strategies for integrating technology while prioritizing empathetic human engagement.

Ready to optimize your practice without sacrificing the personal touch? This episode is a must-listen for anyone navigating the future of healthcare!
#PrivatePractice #Automation #HealthcareTechnology #PatientExperience #HumanConnection

Will Humphreys is a physical therapist, entrepreneur, and healthcare innovator who helps private practice owners start, scale, and sell their businesses. After founding and growing one of Arizona’s largest PT practices to five locations, Will sold the company in 2018 and launched multiple ventures, including Virtual Rockstar, which connects medical offices with highly trained virtual assistants from the Philippines.

With over two decades of experience in leadership, recruiting, and culture-building, Will has become a sought-after speaker for his dynamic, humorous, and practical approach to solving the biggest challenges facing outpatient practices. His work focuses on helping owners free themselves from administrative burdens, create raving fans among patients and teams, and build scalable systems for growth.

When he’s not speaking or running his companies, Will hosts The WillPower Podcast, where he inspires healthcare entrepreneurs to increase their impact on patients and change the broken healthcare system. He is also passionate about mentoring young professionals, faith-based initiatives, and global humanitarian work.

https://www.facebook.com/people/Will-Power-Project/61559075266036/ 

https://www.instagram.com/willpowerproject 

https://willpower.buzzsprout.com 

https://www.youtube.com/@WillPowerFreedom 

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Build a weekly scorecard that your team can actually use to drive decisions, catch issues early, and keep your practice on track. In this episode, host Brandon Seigel explains why weekly metrics act as leading indicators, how to select 5–7 vital KPIs, and how to set green/yellow/red thresholds that trigger action before problems escalate. You’ll also hear tool options—from spreadsheets and EMR dashboards to BI platforms and monday.com—and a simple, high-impact meeting format to keep everyone accountable. Finally, learn how to translate numbers into a narrative your team can rally behind.

 What You'll Learn:

• Weekly vs. monthly: why frequency matters and how weekly acts as a leading indicator
• The 5–7 vital KPIs to monitor (visits, cancellations/no-shows, collections, referrals, labor, utilization, reserves)
• How to set green/yellow/red thresholds with practical examples (e.g., cancellations >15%)
• A 15–30 minute meeting framework: review, identify, assign, celebrate
• Tools to build your scorecard: spreadsheets, EMR, BI tools, monday.com
• How to give metrics meaning through storytelling to inspire your team

Ready to turn your data into decisions and your decisions into results? Take action this week and build your scorecard. 
#PrivatePractice #PracticeGrowth #KPIs #HealthcareBusiness #DataDriven

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

In this episode of the Private Practice Survival Guide, Brandon Seigel sits down with Sean Healy from Accounted4 LLC to dissect the most crucial Key Performance Indicators (KPIs) that drive actual success in private practice. They explore what metrics truly matter, how often to monitor them, and crucially, how to translate data into actionable strategies that empower practice owners. Discover how to avoid common data pitfalls and leverage financial insights to build a resilient and thriving healthcare business. This discussion provides a roadmap for transforming your practice's financial health through informed decision-making.

What You'll Learn:

• The most important weekly KPIs for private practices.
• How to use leading indicators to predict and prevent future problems.
• Blending volume and value in your KPI tracking.
• Differentiating between KPIs for knowledge vs. KPIs for action.
• The dangers of justifying poor quantitative results with qualitative feedback.
• Strategic financial planning to anticipate and mitigate challenges.
• The surprising financial cost of growth and how to prepare for it.
• Why starting KPI tracking today is crucial for long-term success.

Don't just survive, thrive! Tune in to revolutionize your practice management.

#PrivatePractice #KPIsThatMatter #HealthcareBusiness #PracticeGrowth #FinancialStrategy

Sean Healy is the President and Founder of Accounted4 LLC, a leading firm specializing in financial management and advisory services. With over two decades of experience, Sean has built Accounted4 into a trusted partner for businesses seeking expert guidance on accounting, operational strategies, and financial planning. His vision for the company centers on empowering clients with transparent, data-driven solutions tailored to their unique needs. Passionate about innovation and client success, Sean is driven with a commitment to delivering personalized service and fostering long-term financial health for the organizations Accounted4 serves. 

https://accounted4llc.com/

https://www.linkedin.com/in/healysean/

https://www.linkedin.com/company/accounted4-llc

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

If your private practice income is tied to the treatment room, this episode of the Private Practice Survival Guide with Brandon Seigel reveals how to turn clinical expertise into scalable, revenue-generating assets. Learn to map repeatable processes into intellectual property, craft a compelling transformation promise, and choose the right format—group coaching, online courses, webinars, memberships, or templates. Brandon also shares a pilot-to-scale roadmap and pricing insights so you can charge for value and increase client commitment. Discover a trust-first marketing approach that leverages content, testimonials, and warm audiences.

 What You'll Learn:

• Why time-for-money creates a revenue ceiling—and how scalable offerings break it
• How to turn methods into a signature framework and transformation promise
• The pros and cons of courses, group coaching, webinars, memberships, templates, and conferences
• A simple beta-to-evergreen roadmap: design, recruit, deliver, refine, soft launch, scale
• Pricing psychology that increases perceived value and outcomes
• Trust-based marketing using content, social proof, and authentic positioning

 Launch your first pilot with intention and start scaling impact today. #PrivatePracticeSurvivalGuide #BrandonSeigel #ScalableOfferings #GroupCoaching #OnlineCourses

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Unlock the secrets to building successful digital products and transform your clinical expertise into profitable online courses with Greg Todd! In this episode, we dive deep into the journey from clinician to course creator, exploring how healthcare professionals can leverage their knowledge to generate alternative revenue streams. Greg shares his invaluable insights on identifying your niche, structuring your content, and utilizing cutting-edge AI tools to simplify the creation process. Learn how to avoid common pitfalls, understand the buyer's mindset, and strategically price your offerings for sustainable growth and "mailbox money." This is essential listening for any healthcare practitioner looking to scale their impact and income.

What You'll Learn:

• The critical first step to becoming a course creator: recording your knowledge.
• How to define your target audience and problem with the "one person, one problem, one solution, one framework" approach.
• Practical tools and AI platforms for content creation, transcription, and visual branding.
• Common mistakes beginner course creators make and how to avoid them.
• Strategies for understanding market demand and pricing your digital products effectively.
• The importance of building brand reputation and playing the long game in online product sales.

Ready to turn your expertise into a thriving digital product business? Listen now and start your journey to financial freedom and expanded impact!

#DigitalProducts #CourseCreation #GregTodd #HealthcareEntrepreneurship #PrivatePractice

Greg Todd is a husband, father, entrepreneur, and coach dedicated to transforming healthcare professionals’ lives. A former physical therapist, Greg turned burnout into a mission to empower others, founding Smart Success Healthcare and generating over $30M in revenue across multiple ventures. He’s committed to helping 10,000 providers break free from burnout, build thriving online businesses, and create balanced, purpose-driven lives.

https://www.instagram.com/gregtoddpt/

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Planning your partnership exit before you need it is one of the smartest moves a private practice owner can make. In this episode of Private Practice Survival Guide, Brandon Seigel lays out the anatomy of a resilient partnership—from ownership and decision-making to dispute resolution and exit provisions—so you can minimize disruption and protect patient care. 

You’ll learn how to structure buy-sell agreements, leverage first right of refusal, and use valuation methods like EBITDA and multiples to prepare for a smooth transition. Brandon also shares a communication framework for hard conversations and a readiness checklist across legal, financial, and operational pillars.

 What You'll Learn

• Why proactive, well-documented partnerships outperform reactive ones
• The key components of a strong partnership agreement (ownership, roles, compensation, dispute resolution)
• How to design exit and buyout provisions, including first right of refusal and third-party valuation
• Valuation essentials: EBITDA, multiples, goodwill, and patient panel value
• A framework for crucial conversations and documenting agreements
• Legal, financial, and operational readiness steps for planned or unplanned exits
• How to navigate partnership endings while preserving patient continuity and professionalism

 Make clarity your competitive advantage—start your partnership health review and a “what if” conversation today. #PrivatePracticeSurvivalGuide #PartnershipExit #PracticeValuation #HealthcareEntrepreneurship #BuySellAgreement

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co

Send us Fan Mail

Buy-sell agreements are the overlooked safety net that determines whether your practice survives partnership turbulence or gets stuck in a deadlock. Host Brandon Seigel sits down with attorney Vanessa Ferguson to explain what a buy-sell agreement really does, why you may need one even before adding a partner, and the critical provisions most owners miss—valuation, funding, and tailored trigger events. They also unpack the risks of 50/50 splits, the difference between profit sharing and ownership, and how to prevent outside parties from gaining control in messy life events. If you’re considering a partner or thinking about offering equity to employees, this episode will help you protect your practice before problems arise.

What You'll Learn

• What a buy-sell agreement is and why it’s essential even pre-partnership
• How to document ownership and avoid 50/50 deadlocks
• The most important triggers to include (e.g., fraud, relocation, non-participation)
• Why valuation and funding provisions are non-negotiable
• The difference between profit sharing and ownership—and safer incentive options
• How to separate financial benefits from control when outsiders gain an interest
• When to review and update agreements as dynamics change

Protect your practice like it matters—because it does. Like, subscribe, and share this episode with a colleague who needs to hear it today. #PrivatePractice #BuySellAgreement #PracticeOwnership #Partnership #LegalStrategy

Vanessa Ferguson is a business and intellectual property attorney and founder of Fidara Legal, PLLC. She helps private practice owners and entrepreneurs protect their brands, content, and contracts before legal issues disrupt growth. Vanessa brings a practical, preventative approach to law rooted in IP, privacy, and long-term business strategy.

http://FidaraLegal.com 

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

This show is proudly produced at PS Studios — learn more https://www.psstudios.co