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Protecting Your Practice

Protecting Your Practice, LLC

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All mental health practitioners know that compliance is one of those things they need to know, but let's be honest, it can be really scary! Attorney Dan Mayer and David Yood, PsyD, a group practice owner, are here to help! Combining humor with personal anecdotes, Dan and Dave draw upon their experience to talk about all the nitty-gritty legal, ethical, clinical, and business-related issues that you need to know about. Come hang out with the guys for a bit, have some laughs, and learn a thing ...
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Julie Herres, founder and CEO of Green Oak Accounting, author of Profit First for Therapists, and host of the Therapy For Your Money podcast comes on to teach Dan and Dave about the Profit First model. She explains how it works, and how it could benefit practice owners to implement the cash flow system. Find Julie at greenoakaccounting.com, her pod…
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How do you treat selective mutism, and how do you do so ethically when the treatment of choice involves taking your client outside of the office to interact with the world? Listen in as guest Claire Dean Sinclair Psy.D. walks Dan and Dave through her process. Dr. Sinclair is the owner of Anxiety Therapy of Colorado (https://anxietycolorado.com/) an…
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In April, the Federal Trade Commission issued a ruling stating that almost all existing non compete clauses will be null and void 120 days after the rule is registered, and that businesses are prohibited from making new ones. Are they really going away forever? We make no bones about saying we hope so, but the courts have yet to weigh in. Dan and D…
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Where do things stand with the Change Healthcare ransomware hack? Dan and Dave give you updates and where things stand as of now. There's still much we do not know, so we will stay on this story as it develops. Please reach out if you've been impacted by it and we may ask to either interview you or use your submission to guide future updates. Find …
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Would you like to go to prison and be fined $5000 per day for noncompliance? No? Splendid, please listen to this episode where you'll find out about what the Corporate Transparency Act is and how you can be in compliance with it. Turns out it's really easy to not go to prison (for this. We can't speak to any other crime you may have committed).…
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Elizabeth (Beth) Jerome Ph.D. joins Dan and Dave to educate us on how her practice finds, screens, evaluates, and retains employees to her practice. She gets into the details about her specific application processes, interview approach, background and reference checks, and contracts. We then address how she and her practice handles it should correc…
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So you've been subpoenaed. What are you supposed to do now? Listen to this episode, where Dave attempts to explain what a subpoena is before Dan mocks his ignorance, and then gives us the actual legal answer. We then get in to how you could respond while staying on the right side of disclosure laws. Get this...you're going to have to hire a lawyer.…
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Dr. Rebecca Howard, a psychologist in Denver Colorado set up her private practice right out of graduate school, starting her own practice as psychologist. Along the way, she made a few mistakes that snowballed into serious tax debt. During this episode, Dr. Howard talks about what went wrong and how she got herself back on track. Join Dave and Dan …
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Have you ever needed to interact with a best interest attorney as a part of your practice? Have you ever wondered what they do? Or are you like me (Dave) and had never heard of this before? In this episode, we get into what a best interest attorney is and does, when and how courts call upon them to help advocate for the interests of a minor, and wh…
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As a part of an appropriations bill just over two years ago, congress passed the No Surprises Act, a law that was designed to protect consumers from surprise medical billing. It quickly became a law that healthcare practices had to scramble to understand. Dan and Dave take you through all you need to know to be compliant with it, including how to c…
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And we are back!! Season 3 of the PYP podcast kicks off with both a hello and a goodbye. In this episode, we bid farewell to Melissa and welcome Dr. David Yood as the new co-host of the show. Melissa hosts a fun Q&A session with Dave (and Dan!) to introduce him to the listeners. Join us for another season of interesting topics, thought-provoking di…
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Dan and Dave discuss the cyberattack on Change Healthcare that occurred on February 21, 2024. They cover what happened, what we know, how healthcare is being impacted, and what healthcare professionals should be aware of. they also cover suggestions for practitioners whose practices may be affected and are facing a delay in the payment of insurance…
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We've got a season 2 bonus for you! Life throws us the occasional curveball, and those curveballs sometimes influence direction the direction of our lives. In this episode, you'll hear Katie Vernoy, LMFT talk about her unexpected career change from being a public mental health executive to opening up her own business. In this episode, you'll hear a…
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The PYP team is wrapping up Season 2, and we've got news to share! Change is happening! Take a listen to see what's happening! Connect with Melissa & Dan! Purchase forms for your private practice at: Protectingyourpractice.com Legal services for Maryland mental health providers with Dan at: https://danielmayerlaw.com/ Online Counseling Services & B…
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The "adventures" in business ownership are many! In this episode, you'll hear Nzingha Ma'at, a group practice owner, talk about how the money she was supposed to get paid from an insurance company suddenly went missing. She talks about the long and lengthy process she had to go through to FINALLY figure out what happened to her practice's missing m…
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The conversation around having 1099s or W-2s as a group practice owner is a big one! It comes up frequently between group practice owners, and there are lots of intense conversations, tales of caution, and, warnings about state guidelines. Making the right decision for your practice can be a little nerve-wracking! So what exactly happens if it is d…
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Plenty of people dream about writing a book, but not everybody actually does it! In this episode, you'll hear Dr. Tom Murray talk about his experience moving from book idea to actual book launch. He'll be talking about his personal process, challenges he faced, and tips and tricks he learned along the way. Consider this episode your book writing in…
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Being a group practice owner is not an easy job! In this episode, you'll get to hear Whitney Owens talk about an unfortunate situation she experienced with someone who was working at her office, the steps she took to address that situation, and changes she made to her practice. We know there are many group practice owners will can relate to situati…
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Becoming a licensed mental health provider comes with its own set of challenges, so imagine becoming a therapist in a different country where you are providing therapy services in a 2nd language! This is exactly what you'll be hearing about today in our interview with Si Meng, LGPC who made the transition from journalism to therapy! You'll hear her…
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In recent years, we've heard about mental health providers transitioning into coaching. In this interview, you'll get to hear from Biz Cush, a Licensed Clinical Professional Counselor and podcaster who made that pivot. You'll hear her talk about: Reasons for making this transition Lessons she's learned Steps she has taken to educate herself and be …
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In this heart pounding episode, Kristen Boice talks with us about her team's response to a local school shooting. You'll hear Kristen talk about: how to lead a team while navigating your own emotions anniversary dates and their impact on the community navigating multiple groups (teachers, students, first responders, etc.) at the same time in the mi…
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In this very personal interview, Reina Lombardi talks with us about navigating grief while working with clients in both an agency setting and a private practice setting. In this episode, you'll get to hear about her experiences and the steps she took to navigate her own losses in two different work contexts. She shares relevant considerations for o…
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If you've ever provided in-home, community mental health care, then you know all about the safety concerns present in doing this work. This week, you'll get to hear from Victoria Rodriguez who works with healthcare providers who have experienced trauma in the course of their work. She talks with us about the steps individual providers and agencies …
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More and more, we're hearing group practice owners communicating concern about the future of group practices because of big tech companies and anticipated changes to healthcare. In this episode, we'll be hearing from Carrie Singer, a group practice owner, who has been getting involved with mental health policy. She says that there will be "major ch…
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Student interns and provisionally licensed therapists all need supportive sites and work places to help them build the necessary skills and experience. Supervisors, however, are responsible for having the supports and structures in place. In this episode, you'll hear Dr. Tara Sanderson talk about: Risks and benefits of being someone's supervisor an…
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As you can imagine, there are plenty of in-the-moment challenges that come up when you are a psychologist who regularly does forensic work. In this episode, you'll hear Jessica Hasson's perspective on doing this work and the ways that she navigates the realities of social injustices and life as a female in the courtroom. About Dr. Hasson: Dr. Hasso…
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When you have your own practice, there are already so many things to think about, but have you ever considered the possibility of a payroll tax audit? If you're like me (Melissa), that might not have been on your radar. In this episode with Uriah Guilford, you'll learn the following: 1. The importance of correctly classifying workers in a group pra…
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Many group practice owners dream of selling their practices one day, but what happens when you're approached with an opportunity that sounds too good to be true? In this insightful episode, Laura Vaillancourt, shares about her personal experience and the lessons the rest of us can learn from it. You'll also get to learn how Laura weathered a challe…
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In this episode, you'll get to hear from Christy Pennison, Owner of Be Inspired Counseling & Consulting, who has had the unfortunate experience of helping her group practice and clients get through not one, not two, but 3 natural disasters!! She's here on the other side to share what she has learned as a result of that experience, so you can consid…
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As a mental health provider who is trying to get a new project off the ground, advertising about the great, new thing you're doing is a MUST. But what happens when that great new thing you're doing gets met with some push back from people in high places? In this episode, Joe Sanok will tell you about his personal experience with this, and as you ca…
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Season 2 will be starting off with Attorney Dan Mayer talking with us about conflicts of interest that can come up in working with mental health providers, steps that can be taken to prevent those conflicts, & steps that can be taken once you realize that a conflict has occurred. Dan also talks about the importance of knowing who your client is whe…
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In this episode, Protecting Your Practice co-host, Melissa Wesner, shares about her experience being stalked as a result of her work as a mental health therapist. She'll talk about that experience, what she learned, and supports that were helpful to her while navigating this unexpected situation. Connect with Melissa & Dan: protectingyourpractice.c…
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Some of the most challenging decisions for group practice owners involve issues related to HR. How do I hire new clinicians? Where do I get the documentation that I need for the people who work at my office? How much should I pay? What benefits should I offer? All of these questions can be addressed with the support of an HR Consultant. In today's …
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We all know that sexual relationships with clients is a big no-no, and yet sexual boundary crossing with clients tends to be in the top 3 issues that get reported to licensing Boards. In this informative episode with Dr. Daniel Watter, an AASECT Certified Sex Therapy Supervisor, we talk about how therapists can go from knowing this clear cut bounda…
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Mental health providers work hard, so you want to make sure that your hard work pays off! That's where meeting with a financial advisor comes in! In this guest episode, Ben Offit talks about the importance of financial health as it relates to healthcare providers. He also answers frequently asked questions about working with a financial advisor. Be…
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This week, we're talking about accessing your creativity as a mental health clinician and preventing burnout. In this episode, Reina Lombardi talks about ways that she helps clinicians tap into their creativity and consider their lifestyle needs when designing their practice. About Reina: Reina is host of The Creative Psychotherapist podcast, a pod…
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Join us for this really helpful conversation with Julie Herres from Greenoak Accounting as she talks about the common money mistakes that practice owners make. You'll also get to hear about some of the trends she sees in her accounting and bookkeeping work with mental health practitioners. Learn why you might not want to DIY your accounting! Want t…
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Are you the person who's afraid of making mistakes? If so, it's possible that this content makes you a little nervous. After all, you might have only had one class in grad school about some of these topics. In this episode, Dan and Melissa talk about steps you can take to manage that nervousness while still moving forward with your desire to protec…
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While there's much debate about whether or not to accept insurance at your mental health practice, today you'll hear Dr. Ajita Robinson talk with us about breaking out of shame, frustration, and either-or mindsets. You'll hear her talk about: knowing your contracts advocating for yourself making decisions related to billing staying ahead of the gam…
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Some of the most challenging decisions for group practice owners involve issues related to HR. How do I hire new clinicians? Where do I get the documentation that I need for the people who work at my office? How much should I pay? What benefits should I offer? All of these questions can be addressed with the support of an HR Consultant. In today's …
  continue reading
 
There are certainly a lot of debates when it comes to providing couples counseling services. In this episode, you'll get to hear from Dr. Heidi Sauder who is a psychologist, sex therapist, and group practice owner on some of these debated topics. You'll also get to hear about some of the ethical issues she has witnessed as a provider. She'll also t…
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You've likely been practicing telehealth for some time now, so now it's time to double check to make sure that you have the documentation you need in place. Clients who have never received telehealth services before might not be sure what to expect. Some might be nervous about new technology, and others might have concerns about confidentiality. Yo…
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If you're like many, the pandemic forced you to do a crash course in telehealth, and you've probably been doing it for some time now. Now that the dust has settled, we want to make sure that you're following best practices when doing telehealth to make sure that you're in compliance with state guidelines and ethical codes. While we've been doing te…
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Practicing within your scope of competence might not sound like the most stimulating topic, but it is an important one. If you're not practicing within your scope of competence, you're likely feeling the impact of that, and your clients might be feeling that as well. Practicing outside of our scope of competence also puts us at risk. Take a listen …
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We all know that sexual relationships with clients is a big no-no, and yet sexual boundary crossing with clients tends to be in the top 3 issues that get reported to licensing Boards. In this informative episode with Dr. Daniel Watter, an AASECT Certified Sex Therapy Supervisor, we talk about how therapists can go from knowing this clear cut bounda…
  continue reading
 
There's a big difference between what people THINK group practice ownership is like and what group practice ownership IS ACTUALLY like. In this episode, we'll be talking with Maureen Werrbach, a group practice consultant and owner of a multilocation group practice in Chicago on how to take care of yourself emotionally as a group practice owner. On …
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Large practices need to operate smoothly! In this episode, we speak with Dr. Hayley Porter, the Co-Owner and Chief Compliance and Ethics Officer a very large mental health and wellness center. She talks with us about: Steps for ensuring compliance Creating systems Getting the business support you need If you're looking to integrate systems & strate…
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Do you know what your profession's code of ethics has to say about pro bono work? If not, you'll be hearing all about that in this episode. You'll also get to meet Amy Greensfelder who is the Executive Director of the Pro Bono Counseling Project whose work focuses on increasing the uninsured or under-insured's access to mental health care. In this …
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Mental health providers work hard, so you want to make sure that your hard work pays off! That's where meeting with a financial advisor comes in! In this guest episode, Ben Offit talks about the importance of financial health as it relates to healthcare providers. He also answers frequently asked questions about working with a financial advisor. Be…
  continue reading
 
This week, we're talking about accessing your creativity as a mental health clinician and preventing burnout. In this episode, Reina Lombardi talks about ways that she helps clinicians tap into their creativity and consider their lifestyle needs when designing their practice. About Reina: Reina is host of The Creative Psychotherapist podcast, a pod…
  continue reading
 
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