Jun 25 , 2026 Session 564: Solo Practice Office Hours (June 25th, 2026) View Session BAAbackup managementbackup optionclient chartclient communicationclient intake processcommunication preferencescommunications policyEHRemergency protocolsgoogle adsGoogle Analyticsgoogle driveGoogle FiHIPAA compliantHIPAA Data Retentionhipaa secureintake paperworkInternational callingiPlumLimitations of secure communication toolspassword managerpassword securitypreservation/accessrecords retentionRingRxsecure textingsignalWhatsAppworkflowZoom Phone
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
Jan 9 , 2025 Session 488: Eric Ström, JD PhD LMHC Office Hours (January 9th, 2025) View Session adding second line to iPhoneAndroid & Apple phonesAvast antivirus securityBAABAA for executor of professional willBAA templatebilling fraudclassic phone serviceconduit exceptionconsent forms and legal guardianscredit card on fileCyber SecEric-Day Sessionfamily phone planGFE requirementsGood Faith Estimates (GFE)guidance on updating languagehipaa secureHIPAACOW BAA Templateinsurance fraud concernsMacbookmedical requests requestMobile Workspace VideoNordVPNNorthwestern Mutualpassword protectionprequalification for a life insurance policypublic wifireissue invoicesRelease Pointretiring devicesROIsecure vs. non-secure textingself-paying clientssignalSimple Practice Appsuperbillsuperbills requesttoggle switchUnumwritten consent
Dec 13 , 2024 Session 485: Special Eric Ström, JD PhD LMHC Office Hours Session View Session archiving clinician informationassessment toolsclosing practicecombined income streamData Storagedictation softwaredifferent rolesEHR accessexporting datafacebookfielding questions onlinegeneral liability insuranceHIPAA considerationshipaa securehosting eventsinterjurisdictional practicelegal consentlegal consultationlegal/ethical concernslogistical questionsmaternity leaveMSOoffboarding clinicianoffers BAAParental Consentprogress and process notesreplying to questions via Facebookreverse contractor modelreview access logsROIsSaaS Reverse Contractor ModelSimple Practicesoftware expensessystem-level and record-level informationtelehealth sessionsTherapy NotesTOStyping accommodationsWashington legal case
Nov 1 , 2024 Session Accessibility & Teletherapy with Emily Decker, MS, LPC, NC: Special Office Hours (November 1st, 2024) View Session accessibility features and functionalityaccessibility toolsaccessibility-friendlyanti-oppression client carecontains PHIEHREHR system featuresHIPAA complianthipaa secureHIPAA-friendlykey considerationsluxscimass emails and promotional itemsmultiple partners (polyamory)neurodivergent affirming client carePCT feedbackpractice cultureprogress notesresources and servicessecure emailusing names in client notesvideo platformwebsite accessibility
