by Evan Dumas | Jul 31, 2025 | Clinician Resources, Podcasts
We discuss:
Why marketing is becoming more important in our current practice context
Guidance from marketing professionals who don’t understand the scope of HIPAA
What the professional ethics codes for therapists specifically say about soliciting testimonials, anonymous or otherwise
Suggested best practices around testimonials as a therapist
Example language to use on review sites from Dr. Keely Kolmes
Ethical alternatives to client testimonials
by Evan Dumas | Jul 17, 2025 | Clinician Resources, Podcasts
We discuss:
What de-identifying actually means under HIPAA
The two methods under which PHI can be de-identified
The 18 HIPAA identifiers that indicate if information is PHI
The difference between de-identified and anonymized data
How to spot red flags from EHR vendors to protect PHI, and what questions to ask
Opting in or out of AI note services in your EHR
by Evan Dumas | Jul 10, 2025 | Clinician Resources, Podcasts
We discuss:
The current social and political context that is causing concern for neurodivergent people and their loved ones
Client self-determination in determining if diagnosis goes into their medical record
The benefits of having a diagnosis on the record
The risks of having a diagnosis on the record
How to educate and support clients making decisions around diagnosis
Co-occurring disorders that may apply to help secure accommodations for clients
Ethical considerations around diagnoses
Patrick’s two upcoming trainings with PCT on creating a neurodivergent private practice and creating a neurodivergent affirming group practice
by Evan Dumas | Jun 19, 2025 | Clinician Resources, Podcasts
We discuss:
How compact privileges work for therapists
PSYPACT and the upcoming Counseling Compact and Social Work Licensure Compact
AAMFT and the push for licensure portability
How to manage supervision for pre-licensed folks
Liability and ethical implications for unauthorized practice
by Evan Dumas | Jun 19, 2025 | Clinician Resources, Podcasts
We discuss:
How to audit system access in your practice
Defining roles and responsibilities to determine access
Managing shared email accounts with email delegation
The difference between email aliases and delegated accounts
Steps to take when systems don’t allow for multiple logins
by Evan Dumas | Jun 19, 2025 | Clinician Resources, Podcasts
We discuss:
Why shared accounts are a no-no, and why it’s such a common practice
The HIPAA standards that are impacted by this practice
The internal and external risks of sharing admin accounts
The why and what of role-based access control
by Evan Dumas | May 29, 2025 | Clinician Resources, Podcasts
We discuss:
Overwhelm as a barrier to HIPAA compliance and the key to success
Two security settings to update on your smartphone
Risk exposure + device security
How to get step-by-step guidance for your specific device
by Evan Dumas | May 22, 2025 | Clinician Resources, Podcasts
We discuss:
The history and purpose of the Parity Act
What has not changed with the Parity Act
Key provisions of the 2024 Final Rule
The implications of the non-enforcement of this rule
State laws and states with stronger parity protections
What you can do as a provider to advocate for parity
Resources on parity we recommend
by Evan Dumas | May 21, 2025 | Clinician Resources, Podcasts
We cover:
Top misconceptions about documenting intakes and assessments
Time management and logistics for intakes and assessments
Balancing ethics, legal obligations, and customer service
What Maelisa recommends covering in an intake session
Layering informed consent
How to minimize writing the same things over and over in assessments
Our upcoming CE training with Maelisa on documentation for new clients
by Evan Dumas | May 1, 2025 | Clinician Resources, Podcasts
We discuss:
Maelisa’s background and business, QA Prep
Why there aren’t black and white guidelines for documentation
How to determine what to include in documentation
The most common people who will read your notes
Informed consent and documentation, especially for vulnerable populations
Progress note templates and policies
Collaborative documentation in group practice
Why clinicians find documentation so stressful
Our upcoming CE training with Maelisa on Client Centered Documentation
