Free Resources from PCT for Group Practices


These are all free trainings and resources that represent components and aspects of the PCT Way. 

These free resources are a useful, practical taste of the PCT Way.  They do not comprise the PCT Way in it’s entirety. HIPAA compliance and practice optimization is a multistep process and the PCT Way is a comprehensive approach to optimization and HIPAA compliance. 

Using The Resources

Please be aware that none of these documents represent a replacement for legal consultation and are not given as consultation of any kind. It is your responsibility to use them appropriately and to know when they are not appropriate for your practice or for any of your clients.

All of them require some study to use properly. I have tried to provide some guidance for the use of each document. Once again, however, that is not a replacement for legal advice or consultation. Enjoy in good health!

— PCT Team

Get Started on the PCT Way:

Step One: Service Selection Workbook & Materials

Step One of the PCT Way is now totally free. We’ve taken our years of research and experience and distilled it into a workbook to help you choose your tech in a practical way.

Get in-depth contextual support to selecting the services and tools in your practice management

Free Team Management and Training Tracking

Add your team and assign and track their HIPAA Security Tasks, including:

  • Our nationally respected, role-based HIPAA and privacy ethics training built for mental health staff (CE for clinical staff)
  • Vital, relevant security awareness training
  • Personal device securing (BYOD) and registration
  • Automate kind reminders when needed
  • Track your team’s progress and completion status
  • Manage your team with separate, revocable logins, assigned content, and detailed training logs so you can stay on top of your team’s HIPAA compliance tasks — without the drama.

There’s no administration needed: no need to create & administer usernames and passwords.

One Place to Do It All

  • Streamlined interface and workflow
  • Complements the work done in the PCT way (but isn’t contingent on it)
  • Created for Mental Health Group Practices by mental health professionals (so it’s tailored to YOUR needs and not those of the national healthcare conglomerate)

Get Started For Free and Build Your Team 


Free General Forms For All Practitioners

Jump to our selection of free general client-facing forms that you can use in your practice here.


  • Request for Non-Secure Communication Form (Email, Texting, etc.)
  • Sample Telemental Health Session Documentation Form
  • Sample Electronic Records Disclosure
  • Sample Communications Policy
  • Email and Texting Risk Questionnaire
  • Electronic Payment Communications Disclosure

See More Here.

Cross-Border Due Diligence Documentation Worksheet

This worksheet was a part of the 2 CE hour presentation of Cross-Border Practice in the Age of Telehealth: Interstate and International Mental Health Practice, 2021 Edition. We recommend using the worksheet in conjunction with the presentation so you can make sure you’re using it correctly. 

Get the Legality and Permissibility to Practice Across Jurisdictions in the United States for Mental Health Clinicians worksheet


Free Leadership Seminar on Growth Management and Onboarding/Offboarding Clinicians

Geared to Group Practices, this seminar presents the simplest way to deal with turnover and growth. Our goal is always efficiency; ensuring that you can run smoothly without pressure.

Let’s not spend half your admin day figuring out the details of workforce management and what HIPAA requires and… how you are going to balance this without adding tons of work to your already stacked workload. We’ve got you.

No CE.

Get access to the free On Demand, Self Study  Seminar on growth management and onboarding/offboarding clinicians for group practice leadership

Free Leadership CE for Group Practices

All clinicians need to work within HIPAA, but how is a group of clinicians expected to work within it? HIPAA compliance is both an individual concern and an organizational one, so it doesn’t work to leave HIPAA security considerations up to each clinician.

Join Roy Huggins, LPC NCC and Liath Dalton as they provide a roadmap for HIPAA Security compliance and adherence to professional ethical standards within your organizations.

Get access to the free On Demand, Self Study Presentation for 1 Legal-Ethical CE Credit Hour on Risk Management for Group Practices 

Free Seminar on Leveraging Google Workspace to Create More Effective and Secure Systems

Knowing how to effectively leverage all the functionalities Google Workspace includes can reduce the number of other services you need to meet their functionality need and drastically reduce expense and streamline your workflow.

Suitable for those just starting with Google Workspace and those who already know the ropes.

Get access to the free On Demand, Self Study Presentation on leveraging Google Workspace to make your practice life easier and help you meet or exceed your security and HIPAA compliance requirements

Other Supportive Resources

Free Security Reminder Posters

Use these posters to help your team remember their security awareness training. Pairs best with low cost, assignable training HIPAA Security Topical Grab-Bag 2020

Get access to the security reminder posters

HIPAA Security Memes

A lighthearted way to keep on your HIPAA security compliance needs.

  • Protect PHI
  • Keep Yourself Safe From Hackers
  • Stay HIPAA Aware

Created by HIPAA Security Compliance experts Roy Huggins, LPC NCC and Liath Dalton to help you stay on top of your compliance needs in a fun, engaging way. 

Get access to HIPAA Security Reminders

Contractor v Employee Model Webinar with Maureen Werrbach
Group Practice Tech Podcast Logo

Group Practice Tech Podcast

A podcast where we help mental health group practice owners ethically and effectively leverage tech to improve their practices.

Two full seasons of episodes tackling topical, relevant topics in our ever-shifting times. Listen to hundreds of hours of wisdom from the late Roy Huggins, LPC NCC and Liath Dalton.


Scheduled Maintenance

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