Private Practice Survival Guide

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This quick-tip episode breaks down the blueprint for building a high-efficiency insurance eligibility system that actually works—before the chaos of January hits. Brandon reveals the annual VOB strategy top practices use to stay ahead: forming a dedicated verification task force, running preseason workflow simulations, batching by payer, gamifying team performance, using standups and dashboards, and applying smart tools like APIs and AI phone verification. He walks through how to prep your team months in advance, streamline communication, prevent burnout, and protect your revenue from missed benefits, incorrect data, and preventable errors. If your practice struggles every January with verification bottlenecks, denials, or frantic phone calls, this episode gives you a proven, repeatable model to transform your entire VOB process—and start the year with clarity, accuracy, and confidence. 

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

The new year hits—and suddenly every practice is drowning in deductible resets, wrong eligibility data, billing surprises, and frustrated patients. This episode gives you the exact playbook to fix it.

Brandon breaks down how to streamline insurance verification, prevent surprise bills, batch your workflow by payer, re-engage patients discharged for benefit exhaustion, and protect revenue during the most chaotic month of the year. You’ll learn how to under-promise and over-deliver on costs, schedule only financially-committed patients, leverage AI and automation, and use patient-driven benefit checks to save hours of staff time.

If January always feels like a mess, this episode gives you the systems to make it predictable, accurate, and profitable.

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 practice keeps losing great people, it’s probably not the pay—it’s your managers.

In this Quick Tip episode, we break down why so many managers “suck” in private practice and what to do about it. From promoting your best clinician into a job they were never trained for, to rewarding people who don’t even like managing, we unpack the real reasons leadership fails—and how that failure is costing you talent, culture, and revenue.

Using the story of “Ralph,” the star salesperson turned disastrous sales director, Brandon shows why top performers don’t automatically make great managers, and why putting them in leadership without a plan can tank both their performance and your team’s. We share his favorite analogy: great managers are like horror-movie lovers—they’re wired to handle tough conversations, conflict, and constant pressure without running away.

You’ll learn how to:

• Spot the difference between talent in a role and talent for management
• Avoid the trap of promoting high performers who don’t actually want to lead
• Fix the #1 reason employees leave: poor management and misaligned priorities
• Identify the traits of managers who love the hard stuff—conflict, accountability, tough love
• Design hiring, training, and culture so you attract true leaders, not title-chasers

If you’re a practice owner, leader, or aspiring manager, this episode will help you stop “hoping” someone can lead just because they’re good at their job—and start building a management layer that actually drives retention, performance, and practice 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

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

Send us Fan Mail

In this episode, we break down one of the most overlooked foundations of a thriving organization: co-creating your company’s DNA and core values with your team—not for them.

If your culture feels disconnected, inconsistent, or low-energy, the real issue might not be performance… it might be the fabric your company is woven from. This conversation dives deep into how your people shape that fabric—and how intentionally defining shared values transforms everything from morale to retention to leadership development.

You’ll learn why employee input is the secret weapon for crafting meaningful values, how to embed those values into daily work, and what it takes to align systems, leadership behavior, and ongoing communication with your cultural identity. We explore actionable examples, real stories, and tools for helping every employee understand how their personal goals intersect with the mission—and why that alignment becomes the heartbeat of long-term success.

From onboarding to leadership modeling, from storytelling to performance systems, from personalized goals to organizational strategy—this episode gives you a full blueprint for building a culture people don’t just join… they stay to help build.

If you're ready to create a workplace where people feel connected, motivated, and invested—this episode will show you how to weave that tapestry intentionally.

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

Are you wasting money on marketing vendors who don’t get private practice? In this Quick Tip episode we break down exactly how to find, vet, and manage the right marketing partners — and avoid the ones who drain your budget without delivering ROI. 

From red flags to smart strategies, Brandon shares a transparent, step-by-step approach to choosing vendors who understand healthcare, compliance, and real patient acquisition. You’ll learn how to evaluate proposals, compare budgets, measure ROI, demand transparency, and identify which vendors actually invest in your success — not just your retainer. 

Whether you’re running a growing therapy clinic, wellness center, or private healthcare practice, this episode will help you stop guessing and start managing marketing like a CEO. 

🎯 In this episode: 

• How to identify marketing vendors that align with your goals
• Why “one-size-fits-all” agencies fail in healthcare
• What to ask before signing any contract
• The difference between paying for actions vs. investing in results
• Real-world tips to hold vendors accountable and maximize ROI

💡 If you’re serious about growing your practice sustainably — without wasting another dollar on empty promises — this episode is your roadmap.
 

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 private practices think they’re doing effective marketing… but the truth?
They’re tracking the wrong numbers.

In this episode, we break down the real secret to measuring marketing effectiveness—and why impressions, clicks, and “brand awareness” mean nothing if they don’t turn into actual patients and revenue.

You’ll learn how to:
 • Track true ROI (not vanity metrics)
• Identify where your patients are actually coming from
• Calculate the cost to acquire a real client—not just a lead
• Use attribution models to see which actions are truly moving the needle
• Run campaigns that generate revenue instead of “noise”
• Shift your marketing toward outcomes that support long-term growth

If you’re tired of spending money on marketing that feels productive but doesn’t change your bottom line, this episode will shift the way you make decisions—forever.

Because marketing shouldn’t make you feel “warm and cozy.”
 It should make you money.

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

This quick-tip episode exposes the real truth behind EMR transitions—and why anything shorter than 60 days can cost your practice serious money, data integrity, and peace of mind.

Discover why longer EMR transitions protect your team, your patients, and your cash flow. From payer enrollment and EDI setup to clean data migration, staff training, and 90-day overlap planning, this episode gives you a bulletproof framework to avoid chaos, burnout, and billing disasters.

💡 In this video, you’ll learn:

• Why “fast” EMR transitions lead to hidden financial losses 💸
• The 3 pillars of a successful EMR transition (Data, Staff, and Cash Flow)
• How to build a 90-day overlap plan that keeps revenue flowing
• How to train your team without killing productivity
• What “clean data” really means—and why it’s your biggest asset

⚙️ If you’re running a private practice or healthcare business, this is your EMR wake-up call.

 Plan smarter. Transition slower. Thrive longer.

#PrivatePracticeSurvivalGuide #HealthcareBusiness #PracticeManagement #EMRTransition #EHRMigration #MedicalPractice #HealthcareEntrepreneur #OperationalExcellence #RevenueCycleManagement #DataMigration #EDI #ERA #HIPAACompliance #PracticeGrowth #WorkflowOptimization #StaffTraining #HealthcareLeadership

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

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

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

Send us Fan Mail

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

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

Send us Fan Mail

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

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