Jun 5 , 2025 Session 509: Office Hours (June 5th, 2025) View Session 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
Apr 10 , 2025 Session 501: Office Hours (April 10th, 2025) View Session 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
Oct 10 , 2024 Session 476: Google is now Including AI (Gemini) in their core functionality... View Session core functionalitycovered by BAAdigital marketingGoogle AI (Gemini)Google AnalyticsGoogle Workspace BAAGoogle workspace emailHIPAA compliantHIPAA guidelineshipaa secureMacOSmicrosoft 365migrating emailOutlook email addresswebsite tracking
Oct 3 , 2024 Session 475: Is it recommended to turn off iCloud on work iPhone and Macbook? View Session 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
Jun 29 , 2023 Session 410: I would appreciate PCT's thoughts or warnings about Headway's policy... View Session BAAbillingCloud Backupcredentialing with HeadwayGoogle workspaceHIPAA compliantMicrosoft cloudmigrating emailphisecurity risksSpiderOak ONe
Mar 3 , 2022 Session 341: Is the Windows 11 upgrade is necessary and/or advisable? View Session Adaptive Healthbilling and claims managementbilling systemsdelete PHI completelyencryption softwareGoogle workspacehushmailinvoicing systemiPlumIvyPayKeePasslastpassleaving apps containing PHI openmanaging EAP accountsmarketing and training emailsmigrating emailnon-PHI email and documentspassword managementphipolicies and procedurespracticing across state linesrecommendationsrecord EFT and ERA informationScannerProsending invoicessetting up solo practiceshort auto-lock timestrong passwordsthird party companyupgrading to Windows 11
Apr 8 , 2021 Session 295: What does keeping therapist notes separate from client files look like on a device? View Session 8x8.comback up.CDC COVID safety protocolsclient filesE-faxe-signaturesEHRgoogle driveGoogle workspaceHIPAA covered entityHIPAAppropriateness reviewsInformation Blocking / Open Notes RulingInsurance BillingiPlumlegal-ethicalmigrating emailminorsnot wearing masks indoorsphone servicesrecording and examining system activityrelease of recordsRingRxrisk analysis toolROIseparating documentsSpiderOak ONetherapist notesvaccinatedvoip