Private Practice Survival Guide

Send us Fan Mail In this episode of the Private Practice Survival Guide , Brandon Siegel breaks down why the “another day, another dollar” mindset quietly limits growth—and how reframing progress changes everything. Instead of chasing outcomes alone, this conversation focuses on why progress over attainment creates stronger teams, healthier motivation, and more sustainable performance inside priva...

Send us Fan Mail Most employee goal systems fail for one simple reason: they measure output, not purpose. In this episode we break down why people don’t disengage from work—they disengage from work that feels meaningless. Real performance doesn’t come from pressure or metrics alone; it comes from alignment, ownership, and visible progress in both life and work. This conversation challenges the ide...

Send us Fan Mail Strategies for Evaluating a Trailing KPI breaks down how private practice owners can use historical performance data to make smarter, more confident business decisions. In this Private Practice Survival Guide quick-tip episode, Brandon Siegel explains what trailing KPIs are, how they differ from leading indicators, and why metrics like revenue per session, collection rate, net pro...

Send us Fan Mail If you’re making decisions based on “how it feels” instead of what your financial data is actually saying, this episode will reset your approach. We focus on a practical, operator-friendly way to evaluate your past financial analytics—so you can spot trends, tighten performance, and plan the next quarter (and year) with clarity. We break down how to look at historical revenue and...

Send us Fan Mail In this quick tip episode of The Private Practice Survival Guide , Brandon breaks down the real reason most private practices fail a HIPAA compliance audit : they don’t realize how easily PHI can be exposed—often in ways that can be interpreted as gross negligence . From front-desk conversations and sign-in sheets to visible computer screens, unsecured paper charts, and unencrypte...

Send us Fan Mail HIPAA compliance can feel like a moving target for private practice owners—but most violations don’t come from “bad intent.” They come from gaps in training, inconsistent workflows, and unsecured handling of Protected Health Information (PHI). Brandon breaks down the most common HIPAA pitfalls seen across clinics—what creates real risk, what regulators look for (including the “gro...

Send us Fan Mail In this quick-tip episode of the Private Practice Survival Guide , Brandon breaks down the real cost of Ego-Driven Leadership —and what it takes to replace “my way” management with Group-Oriented Leadership built on trust, shared accountability, and better decision-making. Using practical examples (including how a one-size-fits-all change can damage Client Experience ), he explain...

Send us Fan Mail In this episode of the Private Practice Survival Guide , Brandon breaks down the most common leadership flaws hurting today’s private practices—and how they quietly drive burnout, turnover, low morale, and declining client experience . He outlines practical, real-world issues leaders face: lack of clear vision and role-based accountability, micromanagement, poor delegation, low em...

Send us Fan Mail Identify your biggest growth red flags before they become practice-ending problems. In this Quick Tip episode of the Private Practice Survival Guide, Brandon Siegel breaks down the most common private practice growth liability indicators and how to get ahead of them: cash flow gaps, overreliance on a single payer, rushed hiring, weak financial runway, poor delegation, lack of comp...

Send us Fan Mail This episode breaks down how to determine whether your private practice is truly ready for growth by focusing on sustainable, data-driven decision making. Brandon explains that rapid expansion can erode profitability if your payer mix, margins, staffing, or infrastructure can’t support it, and that organic growth often outperforms rushed acquisitions. He outlines how to assess mar...

Send us Fan Mail In this quick tip episode Brandon dives into the critical strategies for empowering your change management stakeholders. From patients and employees to vendors and family members, every stakeholder plays a vital role in driving meaningful change within your practice. Brandon shares proven techniques for involving stakeholders early in the process, equipping them with the tools and...

Send us Fan Mail Change is uncomfortable—but decisive leadership is what keeps a private practice growing instead of falling behind. In this episode, we break down how to make smarter decisions, build a change-ready culture, and eliminate the resistance that slows your practice down. You’ll learn how to create a clear vision, use data to guide decisions, prepare patients and staff for operational...

Send us Fan Mail 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...

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...

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 th...

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 sh...

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,...

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) • Ident...

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...

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 9–1...

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 strategica...

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...

Send us Fan Mail Hiring great talent isn’t about resumes—it’s about trajectory . In this quick-tip episode of The Private Practice Survival Guide , learn how to evaluate a candidate’s long-term potential , not just their current skill set. Discover how to identify high-growth, high-resilience team members who can adapt, evolve, and elevate your organization for years to come. You’ll learn how to:...

Send us Fan Mail  Are you hiring the right people—or just filling seats? In this powerful episode, we break down the truth about hiring for potential vs. hiring for talent —and why your next great employee is probably already working somewhere else. Discover how to attract top performers , create a process that filters for drive and cultural alignment , and why you should make it hard to get the j...

Send us Fan Mail This Quick Tip breaks down Automation vs. Artificial Intelligence for private practices—what they are, where they overlap, and how to deploy each for maximum ROI. You’ll learn how rule-based automation (think: EHR billing runs, appointment confirmations, Calendly/Acuity reminders, Zapier workflows, Keap/Infusionsoft logic trees) eliminates repetitive tasks, while AI (machine learn...