Protecting Your Practice

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 podcast at https://www.therapyforyourmoney.com/, and...

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/) and she runs the annual Courageous Kids Camp (https...

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 Dave give their opinions about the practice of usin...

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 us at protectingyourpractice.com .

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).

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 corrective action or termination be necessary. Dr. Jero...

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. Who could have guessed that'd be part of our advi...

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 for this irreverent, yet informative chat with Dr....

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 when and how they might need to interact with you th...

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 construct a Good Faith Estimate and how often to ad...

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 discussions, and good humor. Don't miss out on t...

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 claims.

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 about Katie's personal story, and you'll also hear...

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 & Brainspotting for Marylanders at: lifesprin...

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 money! Connect with Nzingha Ma'at, LPC Nzingha Ma'a...

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 determined that someone who works at your office wa...

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 inspiration paired with your daily dose of sex educa...

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 situations in which trust is broken and full transparency...

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 talk about: Making a career change as part of her...

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 mindful of legal and ethical issues while making t...

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 middle of a crisis. While we hope other mental healt...

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 other mental health providers such as: self-disclos...

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 can be taking to keep safety front of mind when do...

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 changes coming soon for insurance-based practices th...

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 and employer Having clear boundaries and expectation...