Jun 18 , 2026 Session 563: Solo Practice Office Hours (June 18th, 2026) View Session AI Compliance & Platform PrivacyAI informed consentautomatic defaultbehavioral safeguardsbest practicesBusiness Data Accesscompliance documentation storageDefault Application Settingsdesktop file accumulationDocument Delivery MethodsEHREHR Capabilities & System Riskfactory resetfile format conflictsFile Format Redirectionfile path misdirectionfile sync failuresgoogle driveGoogle Sheet unexpectedly openingGoogle Workspace Admin consoleGoogle Workspace filesHardware Security & Data PrivacyHIPAA breachhipaa secureIntake workflownesting or telescoping informationNVRAM initializationopt out or disable Gemini functionalityPacket vs. Piecemealpaperwork overhaulPHI data sanitizationpolicies and proceduresreturn a printersaved local filessecurely interacting with AI toolsState-Specific Complianceunderstanding background and passive AI scanningWorkflow InefficiencyWorkspace Data Management
Apr 23 , 2026 Session 555: Solo Practice Office Hours (April 23rd, 2026) View Session access and sign BAAbest practicescontact formdeleting phidoxy.meform submission dataGoogle BAAGoogle productsGoogle workspace accounthushmailnew email - same domainprivacy concernssecure contact onlinesecure emailsignalSquarespace pagetelehealth services
Mar 6 , 2025 Session 496: Eric Ström, JD PhD LMHC Office Hours (March 6th, 2025) View Session abandoned recordsautomatic mileage trackingbest practicescollection agenciesconsent formscoordination of carecustodian of recordsdeactivate WPSdropboxEHRethernet connectionsfirmware updatesformer employeeGoogle workspaceHIPAA compliantHIPAA Conduit RuleHIPAA Security RuleHIPAA violationsHIPAA-friendlyHome and Mobile Teletherapy Work Check SheetshushmailiPlumlaws or statuteslocked file cabinetsluxscimental health providerOrbi router settingsparental custodyparenting planprogress notesproposed changesrecords subpoenarelease of recordsRights of AccessRingRxROIsecure textingsecurity riskssignalSignal encryptionSSIDstaffingThe Campaign Registry (TCR)transfer datatransmitting highly sensitive assessmentsTresorit
Sep 12 , 2024 Session 472: Can I merge my personal password management account with my practice account? View Session accessing PHIAccommodationsantivirus softwarebest practicesbreached personal informationbusiness software servicecommunication channelscomputer virusdocumenting supervison meetingsdownloading/uploadingefficient alternativesEHR interactionEHR storagefillable clinical formsGoogle workspacehardened devicesHIPAA complianthipaa secureintake paperworkMacbook Airmerging password management accountsmicrosoft 365Microsoft One DrivepasskeysPCT recommendationsPCT Support Workbookpersonal Gmail accountPHI storageprinter and scannerScannersecurity breachsending records securelysending ROIsenior populationSimple PracticeSpruceSRfaxswitching emailstechnology inexperienced clientsthird party antivirus softwarethird party companytwo-factor authenticationvirus/malware/spyware
Aug 23 , 2024 Session : Special OH Session (August 23rd, 2024) with Dr. Tara Sanderson, PsyD, MBA on Supervision View Session advanced training requirementavoiding stagnancybalancing liability and riskbest practiceschanges over time with superviseedocumentation trailexport recordsGoogle Workspace / GSuitehandling equipment and fileshipaa secureHumanity and Authenticity buildingluxscinavigating supervisory billingnavigating telesupervisionoffboarding clinicianonboarding processpersonal development vs. case presentationproduct recommendationsrecords releaseROIssolo practicesupervision relationshipsupervision sessionstelegroup supervisionTherapy Notesthings to keep in mind during onboardingtime prioritizationvideo recording sessionsworking with clients
May 31 , 2024 Session Special Session: Clinical Documentation Focused Q&A with Maelisa McCaffrey View Session AI diagnosticsAI platformsbest practicesclient recordscompany policycompleting progress notesdifference between psychotherapy notes and chart notesEHR systemgroup supervision meetingHIPAA regulationsincluded vs not includedlate clinician noteslicense supervisionPCT recommendationsProfessional Consultation documentationROIssample templatesigning new consent formstransfer clients to different cliniciantransfer summary
