Jun 18 , 2026

Session 563: Solo Practice Office Hours (June 18th, 2026)

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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

Oct 7 , 2025

Session 527: Office Hours (October 7th, 2025)

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client PHIcompliance issuesDisclosure Logdownloaded EOBsfreeing up spacegoogle drivelocal C drivemoving/transporting filesnon-secure communication formspersonal accountsRelease of Information formROIs for clients own informationSolo practitionertraditional SMS texting

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

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

Mar 20 , 2025

Session 498: Office Hours (March 20th, 2025)

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2FABAAbusiness WiFicontact formgodaddygoogle driveGoogle workspaceGoogle Workspace BAAguest networkMacbook FinderMalwarebytesMedusa ransomwarenew internet routerpauboxPCT Waypotential spamreturning missed callsRingRxsecure and separate network

Oct 3 , 2024

Session 475: Is it recommended to turn off iCloud on work iPhone and Macbook?

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airSlateApple KeychainBAAbusiness documentsbusiness structureco-facilitating groupsexternal hard drivegoogle driveGoogle workspaceGoogle Workspace BAAHIPAA compliantHIPAA compliant appsintake formsintakeqmigrating emailmonitoring loginsno BAAoff iCloudOutlook email addressPDFfiller.comprotect PHIrecommendationsROIsecure emailsecurity checklistSimple Practicesolo practice HIPAA manualstoring client information

Aug 8 , 2024

Session 467: How can I safely share my Google Calendar?

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AT&T Wireless customerconnectivity issuesConstant ContactGoogle Calendargoogle driveiPlumprotonmailScannerProvoip

Oct 26 , 2023

Session 427: What is the best way for me to learn how to create a comprehensive BAA?

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AI advancesanalytics softwareBAABAA creation guidanceencrypted emailsGoogle Cloudgoogle driveGoogle MeetGoogle Meet invitationsGoogle workspaceluxsciphirecommendations for alternativesSnipping toolspam folderWix

Jun 1 , 2023

Session 406: Do you feel it’s more secure to use Spruce to email over Gmail?

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alternative app storageBill Flashbilling servicecash onlydocument session lengthdownload appseducational versus healthcare related purposesEHRemail and textingGoogle Docsgoogle driveGoogle sheetsgoogle voiceGoogle workspaceGoogle workspace emailHIPAA compliantHIPAA covered informationlegal-ethicalnext stepspersonal hotspotphone linking to GSuite contactsphone servicespublic spacesrecommendationsresourcesSafe harbor from breach notificationsecure emailsecure Google Form on websitesecure messagingsecure networksending invoicesshare contacts optionsharing and storing client informationSimple PracticeSimple Practice Telehealth linkSprucesteps to be takenstoring contactsstoring documentstelephone/audio sessionsturn off videowalk'n'talksWhatsAppWhatsApp invitation

May 4 , 2023

Session 402: What do you know about FoxIt Pro for e-signatures?

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Adhere.lyCloud Backupcloud storagecreating documentsFoxIt Pro for e-signaturesGeneral Data Protection RegulationsGoogle Docsgoogle driveGoogle MeetGoogle workspaceHIPAA complianthipaa securehushmailiCloudintake packetiPlumlink emailed to clientMicrosoft DNS set up error messageMicrosoft Office 365 Business ProMicrosoft Office 365 Business Standardnon-encrypted textsOffice E3OS (C) drivephipolicies for HIPAA manualprivacy policyPsychology Today referralsrouters and modemssecure communicationsecure formssecure internet for telehealthSecure Socket Layer (SSL) protocolSecurity and NPP'ssecurity featuressetting up HIPAA security configurationsshare contact information with third partiesSimple PracticeSpiderOak ONesubsidiary companiesText Messaging Campaign Registration (TCR)track cookiesTRUSTe verifiedtwo user accountsVeriSignWix