Are your notes putting your practice at risk? 

Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I’m joined by Dr. Tiana Kelly, who’s here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business.

We’re covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation mistakes before they snowball, and why having the right therapy documentation software can make all the difference. 

Here’s what you’ll learn in this episode:

• The most common compliance gaps in group practices - and why skipping your HIPPA compliance checklist isn’t worth the risk.
• How to avoid the top counseling documentation mistakes Dr. Kelly sees over and over in chart audits.
• Why timeliness in therapy documentation isn’t just a nice-to-have (and what to do if you’ve fallen behind).
• The features you should look for in therapy documentation software to make compliance easier on your whole team.
• How to implement new compliance policies without overwhelming your clinicians or disrupting client care.

If you’ve ever wondered, “Am I doing enough to protect my practice?” this conversation will give you the clarity - and actionable steps - you need. Compliance doesn’t have to be intimidating, and your HIPPA compliance checklist, counseling documentation, and therapy documentation software can work together to keep you safe and efficient.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH DR. TIANA KELLY:

Website

Instagram

Facebook

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

As a group practice owner, it’s easy to assume your struggles are about hiring or team dynamics, when what’s really needed is some honest reflection and strong leadership training for teams.

In this episode, I sat down with leadership coach, Adrian Koehler to unpack what’s actually going wrong in many therapy practices: leadership mistakes that no one wants to talk about.

Adrian and I get into the real reasons leaders get stuck, why “being nice” isn’t always kind, and how your discomfort might be costing your business.

We bust some major myths about leadership, and Adrian shares what therapists-turned-leaders need to know if they want to grow a team that’s healthy, honest, and aligned.

Here’s what we cover in this powerful conversation:

• The #1 blind spot that leads to the most common leadership mistakes - and how to start fixing it today
• What to do if you’ve given someone too many chances and it’s starting to hurt your team (spoiler: it's not just about writing a PIP)
• Why great therapists often struggle as leaders, and how to overcome that disconnect with the right leadership training for teams
• The truth about radical candor, “ruinous empathy,” and how these hidden habits damage team culture
• How to ask yourself one simple (but daring) question that reveals how to improve as a leader in your group practice

Whether you're leading a small team or managing a growing staff, this episode will challenge how you think about leadership - and how you show up for your people.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH ADRIAN KOEHLER:

Website

YouTube

LinkedIn

Instagram

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Wondering how to turn student loans into a recruitment and retention strategy for your group practice? This episode is for you. 

I sat down with Connor Pierce - doctor of physical therapy and certified student loan consultant - to talk all things student loan planning, HRSA loan repayment, and nonprofit student loan forgiveness.

As group practice owners, we’re always looking for ways to support our team while growing our business sustainably. And let’s be real - student loan planning isn’t just about personal finance anymore. It can directly impact your hiring, retention, and overall business strategy. 

Connor breaks it all down with practical tips on how to navigate student loan forgiveness for mental health professionals, how HRSA loan repayment programs work, and how nonprofit student loan forgiveness could be the edge you need to attract top talent.

Here's what you’ll learn in this episode:

• What most group practice owners don’t know about student loan forgiveness for mental health professionals - and how to change that.
• The real difference between HRSA loan repayment and nonprofit student loan forgiveness (and how to know which is right for your practice).
• How opening a nonprofit arm of your practice could unlock student loan forgiveness for mental health professionals - and be a game-changer in hiring.
• The top student loan planning mistakes practice owners make - and how to avoid them.
• How your student loan planning strategy can (and should) be aligned with your business growth goals and tax planning.

Whether you’ve already paid off your loans or you’re still navigating repayment, there’s a ton of value in understanding how student loan planning fits into the bigger picture. Especially if you're building a benefits package that stands out in a competitive hiring market.

Tune in to learn how HRSA loan repayment, nonprofit student loan forgiveness, and smart student loan planning can fuel sustainable growth in your group practice.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH CONNOR PIERCE & STUDENT LOAN PLANNER:

Website

Facebook

Instagram

TikTok

X

LinkedIn

Pinterest

YouTube

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Could your group practice survive a board complaint? 

If you’ve ever felt anxious about protecting your license - or the licenses of your team - this episode is a must-listen.

In this episode, I sit down with Karen Pavlidis and Fran Schopick of The Working Alliance to talk about a topic that keeps a lot of group practice owners up at night: how to proactively reduce risk and avoid board complaints. 

We dig into the biggest mistakes practice owners make when it comes to practice policies, the role of strong therapy documentation, and why a well-written therapy informed consent example is one of the most important clinical risk management documents in your practice.

In this episode, we cover:

• The one red flag that gets ignored most often by clinicians - and how it leads to board complaints if left unaddressed.
• Why your therapy informed consent example might be missing critical language (and what it needs instead).
• The biggest mistake group practices make with practice policies - and how it opens the door to liability.
• How tech is making it too easy for clinicians to skip key therapy documentation steps that protect everyone.
• What a team culture rooted in clinical risk management looks like - and how to build one starting now.

If you're a practice owner wondering what really goes into strong clinical risk management, you’ll walk away from this episode with actionable steps to protect your practice, your team, and your clients.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH THE WORKING ALLIANCE:

Website

Document Packages - Use coupon Code TGPE25 for 25%!

Free Download: 11 Tips to Help You Avoid a Board Complaint... and Sleep Better at Night!

Contact them HERE for team trainings around building awareness about best practices in risk management

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Feeling stuck in your group practice and wondering how to finally build real wealth as a practice owner? 

If you’ve been pouring everything into your group practice but still feel like you’re not gaining traction financially, this episode is for you. I sat down with Eric Miller, co-owner of Econologics Financial Advisors, to talk about the retirement strategies and financial freedom tips he suggests to help practice owners turn burnout into long-term success.

We talk about how to stop relying on traditional retirement plans that don’t serve practice owners, and instead focus on building true wealth through diversifying income and treating your business like the investment it is. 

Whether you’re deep into your group practice journey or just starting to scale, these retirement strategies will help you shift your financial outlook and take control of your future.

Here’s what we dive into in this episode:

• Why traditional retirement strategies often fail practice owners, and what to focus on instead if you want lasting success
• How to start diversifying income beyond just adding new services — and why that matters for your long-term financial security
• The weekly habit Eric swears by that boosts income and supports sustainable diversifying income streams
• The biggest financial mistakes practice owners make — and the simple financial freedom tips that can help you avoid them
• What your practice space, staff, and systems might be hiding — and how to use them more effectively before expanding

If you’ve been looking for a roadmap to smarter retirement strategies, or just want some no-fluff financial freedom tips you can actually use, you’re going to love this conversation. 

Eric and I talk honestly about what it takes to create multiple diversifying income streams, how to think like an investor, and why now is the time for every practice owner to start planning for the future.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH ERIC MILLER:

Website

Book: How To Become a Financial Beast

Free booklet: Financial Strategies Every Practice Owner Needs to Implement to Build Wealth

YouTube

Facebook

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Have you thought about offering EMDR training for therapists in your practice, but don’t want to overwhelm them?

In this episode, I’m joined by Rachel Harrison from Trauma Specialists of Maryland, and together, we unpack how EMDR training for therapists can transform how group practices support clients, retain top-notch clinicians, and position your practice as a true leader in trauma-informed care.

We’re digging into why EMDR training can be a game-changer for group practices—and why it’s more than just another line item on your clinician benefits sheet.

We also talk about how to make trauma-informed care more than a buzzword—because trauma informed therapy training isn’t just about being supportive, it’s about creating real change.

Tune in to learn about:

• Why offering EMDR training for therapists (even EMDR training online) is a must for group practices that want to stand out—and how it can impact your clinical outcomes in ways you might not expect.
• The difference between trauma informed therapy training and actually treating trauma—and how EMDR training for therapists bridges that gap.
• How group practices can integrate EMDR training online and in-person without overwhelming staff (and why clinicians are craving it!).
• Why trauma-focused certifications like EMDR training are becoming essential in today’s mental health world—and what that means for your group practice’s growth and visibility.
• Tips and real-world stories about weaving trauma-informed care and EMDR training into your culture so you’re not just surviving the competitive market—you’re thriving in it.

Tune in now to hear why EMDR training might be exactly what your practice (and your team) needs to level up. 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH RACHEL HARRISON:

Website

Instagram

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Feeling like the therapy referrals at your group practice have stopped flowing in? You’re not alone, and it’s not your fault. 

A lot of us are seeing a drop in therapy referrals, even though the demand for therapy clients is still sky high. In this episode, I’m digging into what’s really going on behind the scenes and sharing clear, actionable ways for how to get more therapy clients.

I’ll break down why the old strategies don’t work anymore, how to modernize your approach of networking for therapists, and the exact systems you need to make your practice stand out in today’s saturated market. If you’ve been wondering how to get more therapy clients and boost therapy referrals, this episode is your roadmap to getting back on track and filling those empty spots on your team’s calendar.

In this episode, I cover:

• Why therapy referrals have slowed down even though client demand is still high—and what you can do right now to turn it around
• What really works today when it comes to referral marketing ideas that move the needle for group practices
• The 5 common failure points in your intake process where therapy clients are dropping off (and how to fix them)
• Why blending marketing and networking for therapists is essential—and where most group practice owners go wrong
• One simple but powerful mindset shift to help you finally understand how to get more therapy clients consistently

I’m also sharing a sneak peek into my upcoming live workshop, Referrals Reimagined, where we’ll dive even deeper into the systems, scripts, and modern networking strategies that work in today’s climate.

Join us for the live workshop happening June 2nd!

Ready to rethink how your practice attracts therapy clients and grows therapy referrals? Tune in to the full episode now and let’s get your phones ringing again.

LINKS:

Referrals Reimagined: Real Marketing + Modern Networking for Group Practices in Today’s Landscape. 

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Ever wondered if bringing on dietitians in mental health could transform your group practice—but felt stuck on where to start? 

In this episode, I’m sitting down with Jamie Magdic, registered dietitian and group practice owner, to dive deep into the logistics of dietitians in mental health, opportunities, and challenges of creating a true multidisciplinary practice.

Jamie shares her experience running a thriving, insurance-based dietitian group and offers key insights into how multidisciplinary therapy can better serve your clients—and how to navigate the practical hurdles like billing, legalities, and team support. If you’ve been thinking about expanding your practice beyond therapy services, this episode is packed with must-know information, especially when it comes to dietitian insurance coverage and setting up your systems for success.

In this episode, you’ll learn:

• What makes bringing on dietitians in mental health so powerful—and why it’s a growing trend for group practice owners.
• The biggest surprises (and headaches) when it comes to dietitian insurance coverage and why medical billing looks very different from therapy billing.
• How to structure a strong multidisciplinary practice team that ensures dietitians feel supported, legally protected, and able to thrive.
• The often-overlooked benefits of multidisciplinary team collaboration—and how it elevates client care and boosts outcomes.
• What systems and experts you need in place to create a sustainable multidisciplinary therapy environment (hint: supervision, billing, and legal guidance are critical!).

Tune in to the full episode now to learn exactly how to navigate bringing dietitians in mental health into your practice and unlock the true benefits of multidisciplinary team care!

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH JAMIE MAGDIC:

Website

Instagram

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

Does public speaking anxiety stop you from saying “yes” to opportunities to share your voice?

As therapy group practice owners, many of us find ourselves being pulled toward leadership beyond the therapy room—whether that’s hosting retreats, teaching workshops, speaking at conferences, or simply leading internal trainings with more presence and ease. 

But here’s the thing: public speaking anxiety is very real—and faking it till you make it doesn’t always work.

In this episode, I’m joined by vocal and speaking confidence coach Linda Ugelow to dig into how to overcome fear of public speaking—not by pushing through it, but by healing what’s underneath it. Because visibility isn’t just about you—it’s about the mission and message of your therapy group practice reaching the people who need it most.

Here’s what we’re covering:

• Why public speaking anxiety affects so many practice owners—even those used to talking all day in session
• The real reason “just practicing more” doesn’t solve it (and what to do instead)
• Grounded, practical public speaking anxiety tricks that actually work—like EFT, visualization, and body-based rituals
• How unresolved stories and inner critics fuel the public speaking anxiety—and how to rewire those beliefs
• Why public speaking is a powerful growth lever for your therapy group practice—and how to say yes to the mic with less dread

If you’ve ever thought, “I should be doing more speaking, but I can’t get past the public speaking anxiety,” this one’s for you.

LINKS:

Linda’s book: Delight in the Limelight

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

CONNECT WITH LINDA UGELOW:

Website

Facebook

Instagram

LinkedIn

TikTok

YouTube

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

What’s really happening in the mental health industry—and how will it affect your practice in 2025?

From the growing influence of private equity investment in healthcare to the rise of values based care, the mental health industry is changing rapidly. We're seeing a consolidation wave across the mental health market, paired with the adoption of new tech and reporting models that could impact everything from how you run your business to how you get paid.

This episode is a must-listen for anyone who’s building (or hoping to protect) a sustainable, ethical, and independent group practice in a landscape that’s becoming increasingly complex.

In this episode, I’ll walk you through:

• Why post-COVID demand is up, but your referrals might be slowing down—and how that connects to shifts in the mental health market
• What private equity investment in healthcare actually looks like behind the scenes (hint: it’s not just about big buyouts)
• How the shift toward values based care could impact your reimbursement rates and clinical workflow
• What AI and tech disruptions really mean for day-to-day operations in group practices—and why it’s closer than you think
• My personal strategies for staying visible, competitive, and value-aligned in a changing mental health industry

As a group practice owner myself, I know how overwhelming it can feel to watch the mental health industry trends evolve so fast. But knowledge is power—and with the right tools, collaboration, and mindset, we can adapt and lead with intention.

If you want deeper support, trainings, and community around navigating the changing mental health industry, come join us inside The Exchange membership. I’ve got you.

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!