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Why Is It So Hard for Therapists to Delegate? Letting Go of Control Over Scheduling, Billing, and Bookkeeping - An Interview with Bibi Goldstein
Bibi Goldstein of Buying Time on why therapists struggle to delegate, and how automation and online scheduling help.
Curt and Katie talk with Bibi Goldstein, founder of Buying Time, LLC, about why so many therapists keep doing their own scheduling, billing, bookkeeping, and social media long after it stops making sense. Bibi has spent nearly 20 years helping business owners delegate and automate, and in her experience, the resistance usually comes down to control.
Bibi shares how to choose practice systems and software you can grow into, why delegating to software counts as delegating, and how online scheduling and automation can bring in new and returning clients while still protecting your calendar. She also walks through her simple happy face/sad face exercise for deciding what to delegate first.
This is a useful conversation for private practice therapists, group practice owners, and anyone who knows they should hand off admin work but hasn't yet.
In this episode, we discuss:
- Why therapists get emotionally attached to scheduling, billing, bookkeeping, and social media
- How to choose practice systems your private practice can grow into
- Why automation and software count as delegation, even if you can't hire staff
- How the happy face/sad face exercise shows you what to delegate first
- How online scheduling brings in new and returning therapy clients
- How booking limits and buffers keep automation within your boundaries
- How delegating frees up time for income like paid speaking
Timestamps:
- 02:57 - What therapists get wrong when setting up practice systems
- 06:20 - Decision paralysis and getting guidance before you choose software
- 09:48 - How AI and automation have changed delegation
- 13:47 - Technology-shy therapists and the superbill story
- 18:27 - The admin tasks therapists are most emotionally attached to
- 22:24 - The happy face/sad face exercise: what to delegate first
- 25:33 - Delegation that helps therapists make more money
- 28:00 - How online scheduling brings in clients
- 30:55 - Keeping control of your calendar with limits and buffers
Guest Bio:
Bibi Goldstein is the founder of Buying Time, LLC, a virtual support company that helps therapists, entrepreneurs, and small businesses streamline operations through systems, automation, and time management strategies. A systems expert and productivity consultant with multiple software certifications, she is co-author of Get Organized Today, Navigating Entrepreneurship, and Business Success with Ease, and serves as Chair of the Board of the Redondo Beach Chamber of Commerce. Learn more at buyingtimellc.com.
Full show notes and transcript: https://mtsgpodcast.com
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Private Practice Has Changed. Now What? How Therapists Can Find Clients and Stay Profitable - An Interview with Dr. Ajita Robinson, LCPC
Curt Widhalm, LMFT, and Katie Vernoy, LMFT talk with Dr. Ajita Robinson, LCPC, on how private practice has changed and how therapists can find clients and stay profitable.
Caseloads are thinning, insurance panels and directories send fewer referrals, and venture-backed platforms can book a new client by tomorrow. Yet demand for mental health care is as high as it has ever been. Curt and Katie welcome back Dr. Ajita Robinson, LCPC, grief and trauma therapist and CEO of Legacy Wellness Group, to talk about what has changed in private practice and what therapists can do now.
Dr. Robinson explains why the private practice model most therapists started with no longer works the same way, and why a wait-and-see approach leaves therapists behind. She shares how to find the referral and revenue data already sitting in your intake process, how to build referral partnerships with primary care and other trusted providers, and how therapists can diversify income through government, employer, and EAP contracts.
If you have been wondering whether it's just you, this conversation offers a clear picture of the market and practical next steps for staying profitable in private practice.
In this episode, we discuss:
- Why fast scheduling and intake automation help you compete with therapy platforms
- How your intake forms and call logs reveal where your practice is losing clients
- How referral partnerships with pediatricians and primary care helped one practice grow from 1 location to 18
- Why diversifying income through state, federal, and employer contracts protects your practice
- How therapists can use psychoeducation, consulting, and local media to reach more people
- Why therapist training teaches us to serve to depletion, and what that costs the profession
Timestamps:
02:40 - How the private practice model has changed
04:40 - How clients seek help and find therapists now
10:08 - Using your intake data to find referral sources
17:47 - Finding the gaps in your client pipeline
22:57 - Diversifying income with contracts and EAP carve-outs
26:44 - Why therapists are taught to serve to depletion
35:20 - Trusting your expertise and speaking up
Guest Bio:
Dr. Ajita Robinson, LCPC, is a grief and trauma specialist and international bestselling author of The Gift of Grief: A Practical Guide on Navigating Loss, The Gift of Grief: Supporting Grieving Children, and The Purposeful & Profitable Therapist's Guide to Diversifying Income. She founded Friends in Transition Counseling Services in Bethesda, MD, and is CEO of Legacy Wellness Group, where she helps therapists build diversified income and sustainable private practices. Learn more at www.ajitarobinson.com.
Full show notes and transcript: mtsgpodcast.com
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Skill Issue or Systemic Reality? Systems, Platforms, and What Therapists Are Still Responsible For
Curt Widhalm, LMFT, and Katie Vernoy, LMFT on how systems shape private practice, therapy platforms, insurance reimbursement, burnout, and what therapists are still responsible for.
A payer cuts reimbursement by 12 percent and adds a six page renewal form. A platform runs your credentialing, your marketing, and your client matching, and keeps the client relationship if you leave. Which parts of that belong to the system, and which parts are still yours to carry?
Curt and Katie open a new sprint with two of the principles that hold up this show: systems shape practice, and the profession has to evolve with the world around it. Either one on its own turns into a trap. They test the pair against scenarios most therapists will recognize, including midnight crisis texts, a payer cutting rates, and an early career therapist working 32 clinical hours a week on a gig platform to cover rent. The answer keeps coming back both.
From there they run a corporate translator on the marketing language aimed at clinicians, follow the fee into the treatment room, and look at the business preparation gap the profession creates and then hands back to each clinician to cover alone.
Nobody wins this argument, and that is most of the point.
In this episode, we discuss:
- Why systemic pressure and personal responsibility are both live at once in private practice
- What a therapy platform actually owns when it owns your credentialing, marketing, and referrals
- How to read the marketing language behind phrases like working at the top of your license
- Why business decisions, from your fee to your paperwork, are clinical decisions
- What absorbing the system's failures costs you, and where the limit sits
- Why the business preparation gap in this profession is structural
Timestamps:
- 02:00 - Systems shape practice, the first principle
- 03:26 - The profession must evolve with the world
- 08:43 - Skill issue or systemic reality, working the scenarios
- 13:13 - Thirty two clinical hours a week to cover rent
- 16:51 - Systems are real and you are still fully responsible
- 19:06 - What you own when the platform owns your referrals
- 25:29 - Translating corporate speak for therapists
- 29:56 - Business decisions are clinical decisions
- 31:50 - The business gap grad school does not fill
Full show notes and transcript: mtsgpodcast.com
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Knowing When They're Ready: Navigating the Shift from Stabilization to Deeper Work in Psychotherapy
Trauma readiness in DBT and EMDR: how to tell when a client is ready to move from stabilization into deeper work.
Curt Widhalm, LMFT, and Katie Vernoy, LMFT walk through the judgment call at the center of trauma treatment, which is knowing when a client has the behavioral and autonomic stability to move past stabilization. Drawing on DBT stages of treatment, EMDR phase two and phase three, and recent research on trauma readiness, they cover what readiness looks like in session and in the week between sessions.
Deeper work covers a lot of ground, from small titrated experiential moments through to full trauma reprocessing. Move too early and you get dysregulation, post-session distress spikes, and dropout. Stay in stabilization indefinitely and clients stall out, sometimes feeling managed rather than treated. Curt brings the structured version of this assessment from EMDR and comprehensive DBT. Katie brings the less protocol-bound version, where the shift happens session to session and sometimes mid-session.
They also get practical about dual awareness, micro-markers of dissociation, window of tolerance tracking, the four-part pacing agreement that prevents most of these mistakes, and the therapist countertransference that pushes clinicians toward premature processing.
This is a continuing education podcourse. One unit of CE is available through the Modern Therapist Learning Community at moderntherapistcommunity.com.
In this episode, we discuss:
- Why trauma readiness is a fluctuating state rather than a milestone a client reaches once
- How to tell intellectual eagerness apart from behavioral and autonomic capacity
- Why stabilization shortens trauma treatment instead of delaying it
- What dual awareness requires before EMDR reprocessing or DBT stage two work
- How to build a pacing agreement, including a code word and a dissociation preference set at intake
- What to do when your own impatience is driving the timeline
Timestamps:
- 07:02 - What readiness actually means, and why it prevents dropout
- 13:38 - Readiness as a state, and the three pillars
- 23:29 - What clients report when they are pushed too deeply, too soon
- 31:19 - Dual awareness explained
- 32:49 - Why stabilization shortens treatment
- 38:02 - The false green light, and consistency under stress
- 53:26 - Micro-dissociation at target activation
- 59:50 - Building the pacing agreement
Full show notes and transcript: mtsgpodcast.com
CE credit: moderntherapistcommunity.com
Join the Modern Therapist Community
Patreon: https://www.patreon.com/c/mtsgpodcast
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Music by Crystal Grooms Mangano: https://groomsymusic.com/
Your Client Is Not a Category: Binary Thinking, Gender Trauma, and Presence as a Clinical Skill - An Interview with Alex Iantaffi
Alex Iantaffi, Ph.D., LMFT, author of Gender Trauma, on binary thinking, gender trauma, and presence as a clinical skill.
Curt and Katie talk with Alex Iantaffi about why binary thinking is a clinical problem before it is a political one. Therapists are trained to sort: into diagnoses, into special populations, into victim and perpetrator. Alex argues that the sorting habit costs us the person sitting in front of us, and that gender is where it shows up most visibly.
Alex traces the rigid gender binary to colonial and Christian supremacist thinking rather than to biology, then shows how it surfaces in everyday couples and family work: in parenting expectations, in who is allowed to earn more, in who gets to have an appetite. Everyone is shaped by gender trauma, including cisgender clients whose gendered pain has never once been asked about, and Alex states plainly that Black and Brown trans feminine people and Indigenous people bear the heaviest cost of it.
The conversation also covers two systemic models Alex uses to read what is happening in the room, why they choose the language of gender liberation, and what it means to be an accomplice rather than an ally. Alex's practical starting point is smaller than most listeners will expect: presence.
This is a useful conversation for all therapists, especially family and couples therapists, clinical supervisors, and any therapist working with gender, sexuality, and relationship diversity.
In this episode, we discuss:
- Why "special population" framing quietly installs cisgender, heterosexual, and monogamous as the default
- How colonial constructions of gender show up in everyday couples and family work
- What therapists miss when they cast clients as victim or perpetrator
- Why the manosphere reads as a symptom of collective gender trauma
- How to track relational patterns instead of sorting clients into categories
- What gender liberation asks of therapists that gender abolition does not
- Why presence may be the most underrated clinical skill in the room
Timestamps:
- 03:38 - The blind spot in how therapists are trained on gender and sexuality
- 11:44 - The colonial roots of the rigid gender binary
- 15:54 - The gendered pain cisgender clients carry unexamined
- 20:21 - The manosphere as collective gender trauma
- 24:57 - Social GRRAACCEESS and positionality in the room
- 29:33 - Non-binary thinking as an ongoing practice
- 36:30 - Gender liberation, and being an accomplice rather than an ally
- 40:45 - Presence as an underrated clinical skill
Guest Bio:
Alex Iantaffi, Ph.D., MS, SEP, CST, CST-S, LMFT (they/them) is a systemic psychotherapist, WPATH certified gender specialist, AASECT certified sex therapist and supervisor, Somatic Experiencing(R) practitioner, and AAMFT Approved Supervisor and Supervisor Mentor. They are the author of the award-winning Gender Trauma, co-author of How to Understand Your Gender, Life Isn't Binary, and Hell Yeah Self-Care, and editor of the Trans and Disabled anthology. Alex hosts the podcast Gender Stories. Learn more at alexiantaffi.com.
Full show notes and transcript: mtsgpodcast.com
Join the Modern Therapist Community
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Music by Crystal Grooms Mangano: https://groomsymusic.com/
Just a Hypothesis: Case Formulation and Treatment Planning for Real-World Therapy - An Interview with Nikki Rubin, PsyD
Nikki Rubin, PsyD on behavioral case formulation, treatment planning, and clinical decision-making for therapists.
Curt and Katie talk with Nikki Rubin, PsyD, licensed clinical psychologist and co-founder and COO of MindScience Collective, about what case formulation looks like when it is built for real-world therapy instead of for a graduate school assignment.
Most of us learned case conceptualization as an exhaustive academic exercise and then quietly stopped doing it. Nikki describes behavioral case formulation as one large working hypothesis: a holistic read on seven areas of a client's functioning that tells you what you are targeting, why, and what to do when treatment stalls. Formulation and treatment planning are inseparable, and neither one requires you to be a CBT therapist.
Nikki walks through the seven components (drawn from the work of Jacqueline Persons, PhD), the traps clinicians fall into, how to operationalize target behaviors, why structure creates flexibility rather than rigidity, and what a scaled-down formulation looks like under session limits or in crisis work.
A useful conversation for therapists across orientations, for supervisors and educators, and for anyone who has felt unsure where a treatment is going.
In this episode, we discuss:
- The three traps therapists fall into with case formulation
- The seven areas of a behavioral case formulation, and why they work across orientations
- Why a formulation is a set of hypotheses to test, not conclusions to defend
- How to operationalize target behaviors so you can track them in session
- Why covert behaviors (worry, rumination, suppression) belong in your formulation
- How to scale a formulation down when you are short on time or sessions
Timestamps:
- 04:16 - The traps therapists fall into with case formulation
- 08:56 - The seven areas of a behavioral case formulation
- 15:05 - What case formulation looks like in real time
- 17:59 - From formulation to treatment planning and target behaviors
- 21:04 - Does structure make case formulation rigid?
- 29:35 - Case formulation under time pressure and session limits
- 36:17 - Where to start if you have not done this since graduate school
Guest Bio:
Nikki Rubin, Psy.D. is a licensed clinical psychologist specializing in Acceptance and Commitment Therapy (ACT) and other 3rd wave cognitive behavioral therapies. She is an Associate Clinical Professor at UCLA, where she trains doctoral students in ACT, and co-founder and COO of MindScience Collective, a continuing education company for clinicians. Learn more at mindsciencecollective.com and drnikkirubin.com.
Special offer for Modern Therapist listeners: use code MTSG10 for 10% off at mindsciencecollective.com.
Full show notes and transcript: mtsgpodcast.com
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What This Work Asks of Therapists: Integration, Not Knowing, and the Capacity to Stay - An Interview with Juliane Taylor Shore, LMFT, LPC, SEP
Juliane Taylor Shore, LMFT, LPC, SEP, on therapist integration, not knowing, and the capacity to stay in the room.
Curt and Katie talk with Juliane Taylor Shore, LMFT, LPC, SEP, about what determines how much a therapist can do in session. Her answer is not which model you reach for, but how integrated you are while you reach for it. Jules wrote Setting Boundaries That Stick and created the STAIR Method.
Jules separates eclectic practice, pulling from whichever training fits the moment, from integrative practice, where one theory of mind and theory of change organizes which tool gets used when. Hers is neurobiological: the brain as an open, dynamic, complex system, most stable and most flexible when its parts stay differentiated and cross-share information.
She also names what she thinks training got wrong. Many therapists learned to read client comfort as the measure of their therapeutic presence, a poor gauge when most clients arrive in a threat state. Her alternative is the therapist's own integration, because that is what creates capacity for connection, bonding, and creativity when a session gets hard.
In this episode, we discuss:
- What separates integrative from eclectic practice
- Why client comfort is an unreliable measure of therapeutic presence
- How adding compassion to empathy keeps a clinician from fatiguing
- What humility and self-kindness predict about client outcomes
- How power with differs from power over and power under
- Why presence and skill have to be trained in the same state
- What grief this job asks therapists to hold
Timestamps:
- 02:32 - Integrative therapy versus eclectic practice
- 05:07 - Theory of mind, theory of change, and integration
- 09:10 - What therapists get wrong about presence
- 16:27 - Why empathy fatigues and compassion does not
- 19:36 - Color shifting and finding felt compassion
- 28:11 - PONS: power, of-courseness, not knowing, and self
- 35:23 - The salience network, presence, and skill
- 38:41 - The grief this work asks you to hold
Guest Bio:
Juliane Taylor Shore, LMFT, LPC, SEP, is a therapist, author, and teacher who translates neurobiology into practices that support brain change. She wrote Setting Boundaries That Stick, created the STAIR Method, and is an associate Instructor with the Coherence Institute and core faculty with Therapy Wisdom. Learn more at julianetaylorshore.com.
Full show notes and transcript: mtsgpodcast.com
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The Clinical Depth Principle: Why Therapy Cannot Be Reduced to Tools, Hacks, and Sound Bites
Curt and Katie on the clinical depth principle: case conceptualization, pacing, and the limits of coping skills.
Curt Widhalm, LMFT, and Katie Vernoy, LMFT take on this month's modern therapist principle, clinical depth over simplification, and the two extremes the profession keeps swinging between. On one side is a therapy culture shaped by medicalization, medical necessity documentation, productivity pressure, and pop psychology trends that flatten complicated people into one size fits all narratives. On the other is the overcorrection, where clinical ambition outpaces the client and depth work turns into chasing catharsis before the relationship can hold it.
Curt and Katie talk about why reaching for a worksheet is usually a reaction to real systemic pressure rather than a lack of care, how tools can quietly become the therapist's own defense mechanism, and why premature depth without pacing or consent can push a client outside their window of tolerance. They also describe what clinical depth looks like in their own sessions, from process versus content and case conceptualization to helping clients track their capacity, not just their story.
A useful conversation for therapists, supervisors, and clinicians in community mental health or private practice who want deeper clinical reasoning without flooding their clients.
In this episode, we discuss:
- Why the pull toward tools, hacks, and protocols is a response to systemic pressure
- How medicalization and medical necessity documentation shape what happens in session
- Why social media has become the cheapest available substitute for clinical consultation
- The difference between content and process in ongoing clinical work
- Why premature depth, without pacing or consent, is not clinical depth
- How to track a client's capacity rather than only their story
- What it takes to build your own capacity for deep clinical work
Timestamps:
01:53 - The principle: clinical depth over simplification
04:19 - Medicalization and the trade therapists made for legitimacy
09:47 - Content versus process in ongoing clinical work
11:46 - Tools as the therapist's defense mechanism
14:51 - Social media as the cheapest available consultation
19:03 - Premature depth, consent, and common factors
22:47 - What the research says about symptom control versus depth
24:44 - Everything is process, everything is pattern
27:12 - Tracking capacity, not just story
30:23 - Building the capacity to do deep work
Full show notes and transcript: mtsgpodcast.com
Join the Modern Therapist Community
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Music by Crystal Grooms Mangano: https://groomsymusic.com/
Burnout Before Licensure: Why Prelicensed Therapist Exhaustion Is a Supervision Problem, Not a Time Management Problem
A continuing education episode on prelicensed therapist burnout, clinical supervision, and why early career exhaustion is a systemic problem rather than a time management one.
Curt Widhalm, LMFT, and Katie Vernoy, LMFT examine why prelicensed clinicians are entering the mental health workforce already depleted. Client acuity climbed during the pandemic and has not come back down, the least experienced clinicians are frequently assigned the most complex cases, and roughly a third of the work week goes to compliance, tracking, and billing. Add student loan debt, low paid and unpaid associate and practicum roles, and severe evaluation anxiety, and burnout arrives long before licensure.
This is not a self-care episode, and Curt and Katie say so at the top: no toxic positivity, no bubble bath prescriptions. They treat prelicensee burnout as a systemic and relational problem, then look at clinical supervision as the place it can realistically be buffered. That includes the supervisor seat, where new supervisors often receive no training in how to supervise, absorb vicarious trauma from every caseload they oversee, and watch as much as 90 percent of the supervision hour get swallowed by administrative work.
The back half of the episode is practical. Supervisees get transition rituals, boundary architecture, and a realistic look at managing up. Supervisors get better check-in questions, guidance on modeling vulnerability, and structural adjustments they can make in the next supervision hour.
This is a continuing education podcourse. One unit of CE is available through the Modern Therapist Learning Community at moderntherapistcommunity.com.
In this episode, we discuss:
* Why prelicensed clinicians burn out at higher rates than their licensed colleagues
* How burnout presents differently before licensure, as exhaustion, brain fog, and vicarious trauma rather than cynicism
* Why treating early career exhaustion as a rite of passage is a supervisory failure
* What supervisors are carrying that supervisees rarely see
* Concrete strategies supervisees can use without waiting for a supervisor to change
* How supervisors can build restorative space into the structure of supervision
* Why note lag is a signal of clinical capacity rather than poor organization
Timestamps:
00:54 - Why prelicensees arrive already exhausted
02:41 - CE objectives and the systemic frame
09:40 - The data on prelicensed burnout rates
14:26 - The competency trap
17:36 - How burnout looks different before licensure
22:32 - The supervision paradox and the 90 percent problem
29:06 - Strategies for supervisees
37:37 - Strategies for supervisors
50:31 - Case vignette: note lag as a capacity signal
1:04:58 - Key takeaways and call to action
Full show notes, references, and CE information: mtsgpodcast.com
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You Can't Pizza Party Your Way Out of Burnout: Moral Injury, Compassion Fatigue, and Treating Healthcare Workers - An Interview with Kimberly Johnson, PhD, LMHCD, and Lucy Li, MD
Kimberly Johnson, PhD, and Lucy Li, MD, of the Emotional PPE Project on healthcare worker mental health and moral injury.
Curt and Katie talk with Kimberly Johnson, PhD, LMHCD, a counselor educator at Touro University with more than thirty years of clinical experience in trauma, crisis, and disaster mental health, and Lucy Li, MD, a pediatric anesthesiologist at the Children's Hospital of Philadelphia. Both serve on the board of the Emotional PPE Project, a volunteer-run nonprofit reducing the barriers that keep healthcare workers from accessing mental health care.
Healthcare workers rarely arrive in therapy looking the way the distress would suggest. They mask, they overcompensate, and they spend session time explaining the job before they get to what the job has done to them. Kimberly describes the trifecta therapists often flatten into ordinary workplace burnout: burnout, compassion fatigue and complex trauma, and moral injury braided together, frequently presenting subclinically. Lucy describes the same terrain from inside medicine, including what shifted for her after her friend and co-resident died by suicide during residency.
They also walk through the Emotional PPE Project's directory of volunteer therapists and its ePPE 101 training for mental health professionals who want to work with healthcare workers well.
In this episode, we discuss:
- Why healthcare workers are a heterogeneous population, not a single clinical profile
- How burnout, complex trauma, and moral injury show up together and subclinically
- The intake questions that surface occupational risk factors early
- Why moral injury sits where occupational, vocational, and personal identity stop aligning
- What stigma costs healthcare workers, their patients, and the workforce
- How the Emotional PPE Project connects healthcare workers to free, confidential care
- Why the same barriers show up for therapists as healthcare providers
Timestamps:
- 02:38 - What therapists get wrong with healthcare workers
- 07:11 - Professional humility and the questions worth asking early
- 09:24 - Burnout, trauma, and moral injury as a trifecta
- 15:30 - Where moral injury actually lives
- 17:43 - Stigma and the fear of seeking care
- 22:00 - The second victim effect and being sent home
- 25:10 - Beyond pizza parties: what structural support looks like
- 33:27 - Inside the Emotional PPE Project and ePPE 101
Guest Bios:
Kimberly Johnson, PhD, LMHCD is Director of Special Projects and Assistant Professor in Clinical Mental Health Counseling at Touro University, a licensed therapist in New York, a certified Compassion Fatigue Therapist and Educator and Field Traumatologist, and a Diplomate with the American Academy of Experts in Traumatic Stress.
Lucy Li, MD is an attending anesthesiologist in Pediatric Anesthesiology at the Children's Hospital of Philadelphia and a board member of the Emotional PPE Project. She completed her anesthesiology residency at Massachusetts General Hospital, where she was chief resident, and focuses on physician mental health and wellness.
Learn more at emotionalppe.org
Full show notes and transcript: mtsgpodcast.com
Join the Modern Therapist Community
Patreon: https://www.patreon.com/c/mtsgpodcast
Facebook Group: https://www.facebook.com/groups/therapyreimagined
Modern Therapist's Survival Guide Creative Credits
Voice Over by DW McCann: https://www.facebook.com/McCannDW/
Music by Crystal Grooms Mangano: https://groomsymusic.com/
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