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Jun 5 , 2025

Session 509: Office Hours (June 5th, 2025)

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client intakeemailing referralsGDriveGoogle sheetsGoogle Workspace BAAGoogle Workspace Migration for Microsoft Outlook (GWMMO)HIPAA compliantinappropriate syncingmicrosoft 365migrating emailpauboxpotential clientretaining recordssecure serverseparate Apple IDshredding paper chartstwo-factor authenticationupgrading accounts

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May 29 , 2025

Session 508: Office Hours (May 29th, 2025)

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1passwordaddress changesAetna Medicare Advantage planantivirus softwareApple Business AccountApple MapsApple productsBAA templatebusiness verificationCardpointe connectcloud storagecollecting paymentscost effective optionscredit card processordiscount notificationsdownload from App storeDunn and Bradstreet number requestEAP contractsedit suggestionsEHRGoogle Workspace BAAHIPAA compliantHushmail vs ProtonmailID.me Shopinformation security policy templatelocal computer storageMalwarebytesmoving abroadnew endpoint security extensionNordVPNNorton VPN and Antivirusobligation to complyopen in web browser for viewingPCI DSS policy implementationPCT recommendationsPCT recommended security behaviorsPCT Security PolicyPDFspotential spampros and consreceive and forward mailrecords requestregistered physical addressscan and attach to emailsecure EHRsecure emailSecure encrypted emailsecure mailboxsecurity considerationsselling my informationsigned a BAATelehealth/In-office policiestemporary/covid/emergency rulesterms and conditionsTerms of Service

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May 23 , 2025

Session 507: Dr. Maelissa McCaffrey Office Hours (May 23rd, 2025)

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accessing and changing documentationAI for note writingappend progress notesauditing and monitoringauditsBreach Notification Ruleburden of note writingclient billingclient consentclient suicide documentationclients subjective reportcompromised PHIcopying and pastingdocumentation standardsdocumenting chargesdocumenting contact between sessionsdocumenting initial inquiries from prospective clientsdocumenting progress of longterm clientsDr. Maelissa McCaffrey SessionEmotional Support Animal letterEOBethical standardsgoogle drivegoogle formHIPAA compliance and securityHIPAA covered entityinformed consent documentinsurance companiesInternal Family Systems (IFS)Internal Family Systems (IFS) protocolliability concernsmail containing PHImedical setting vs. mental health servicesNote taking softwareobjective contentopened mailPCT guidancePCT recommendationsPCT Wayprogress notespronoun documentationpsychological/neuropsychological testing servicespsychology todayrepercussionsself-pay practicestorage requirementsstoring PHItimestamped changesusing AIwaiting fee

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May 15 , 2025

Session 506: Office Hours (May 15th, 2025)

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1password1Password VaultAdobe E-Signantivirus/antimalwareclient invoiceEOBerase PHIfillable PDF worksheetsGoogle AI (Gemini)google driveGoogle workspaceHIPAA covered entitymail containing PHIMicrosoft Print to PDFNord browser extensionopened mailPCT guidancePCT recommended security behaviorsprint/save optionprinter/scannerProfessional will (continuity plan)security risk analysissending PHIsharing informationweb browser history

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May 8 , 2025

Session 505: Eric Ström, JD PhD LMHC Office Hours (May 8th, 2025)

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"no secrets" policy1passwordA Law & Ethics Approach to Working with Suicidal Clientsaccessing PHIAetna Medicare patientsAI toolsannual medicare risk adjustment data reviewauditschart accessclient satisfaction surveyscompliance policiesconsent formscontains no PHIcouple and individual therapycouples therapydecline to sign emergency contact formemergency contactemergency serviceencrypted emailEric-Day Sessionethical standardsexecute BAAexecuter of professional willFathom AIGDPR-compliantGoogle/Apple sign-inheightened suicide riskHIPAA complianthushmailinformed consent policyintimate partner violence (IPV)iPlumlegal obligationslegal/ethical considerationsLegally Practicing Across BordersPCT guidancePCT recommendationsphysical storagepositive and insightful feedbackpsychotherapy notesrecords releaserelease of information formsrisk assessmentssafety planningschedulingsigned ROIssigning into telehealth platformSimple Practicesocial media platformssponsor ACT/IPS programsstandard of practicestoring passwordsstoring will electronicallytechnology disruptionsTeletherapytherapy sessionstherapynotestranscriptsupdating passwordsupdating signaturesverifying a client's identityZoom Health

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May 1 , 2025

Session 504: Office Hours (May 1st, 2025)

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accessing PHIantivirus softwareavastBAAbalancing liability and riskcompliance issuescopy and paste considerationscourt subpoenasemergency contact releasefree antivirus softwarefully virtual private practiceGoogle ChromeGoogle workspaceHIPAA compliant mail servicehome and office internet setupinsurance claimsinternet security featuresinternet service providermail containing PHImesh systemMicrosoft Edge browserpersonal use versus small businessphysical mailpicture-in-picture Chrome extensionprotecting client PHIsecurely wiping devicesseparate user accountsmall business service planSolo practitionerstoring client informationTeletherapyweb browser historywireless printer setup emailwork email and personal email access

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Apr 24 , 2025

Session 503: Office Hours (April 24th, 2025)

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breached personal informationcreating separate user accountsEnsora Healthexport from Simple Practiceexport recordsGoogle BAAGoogle CalendarHIPAA compliantLegally Practicing Across Bordersmarketing and coachingnew BAAPCT recommendationspersonal and work accounts synchingPLLCprivate practicerecording/listening to sessionsregistered physical addressseparate work accountSimple PracticeSolo practitionersuperbillssynching calendarsteletherapy devicestheranestvirtual private practicework email and personal email access

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Apr 17 , 2025

Session 502: Office Hours (April 17th, 2025)

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biometricsbitlockerBitlocker To Gocustodian of recordembed Google formfacial recognitionfactory resetGoogle FormsGoogle settingsMacbook Airpassword managementrequest accesssafeguarding PHI in the event of unplanned deathseparate work and personal phone numberstransferring paper recordstransitioning work device to personal useunlocking device

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Apr 10 , 2025

Session 501: Office Hours (April 10th, 2025)

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charging phones during travelGoogle workspacegovernment-authorized searchlogging out of appsmigrating emailOutlook email addressPCT Waypersonal Google accountsPHI-laden devicesprotecting client PHIReaddle Scanner ProThird-party appstransfer of datatraveling with devicesUSB portsUTM Virtual Machineswindows

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Apr 3 , 2025

Session 500: Eric Ström, JD PhD LMHC Office Hours (April 3rd, 2025)

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abrupt movesadmin tasksage of consentAPA guidelinesBAABlue Cross Blue ShieldBYOD trainingclient abandonmentclinical coordinatorCustoms and Border Patroldata collection and salesdiagnostic dataDuckDuckGoEric-Day Sessionethical structurefamily therapy sessionsfee splittingfirefoxGinger Deskgovernment-authorized accessHIPAA compliance and securityhiring contractorsHSA accountindependent contractorsJane appkeeping data privatelegal custodyminor clientnational private pay practicenational telehealth practiceonline browsersparenting planPCT recommendationspercentage splitPrivacy Badgerprivate pay modelprotect PHIrecommended guidancereferralsremote worspace trainingRisk Adjustment Validation Programsearching personal devicesSecurity Officer rolesecurity recommendations for travelingtelehealth platformstherapy pricing models

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