Jan 15 , 2026

Session 541: Office Hours (January 15th, 2026)

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AI Note TakerBAABAA needsBitwardenclient portalCloud Backupcomputer repairGoogle CloudGoogle workspaceHIPAA considerationsiPlumlegal and ethical risksmanaging account logisticspassword managerPCT recommendationspersonal tasks and work tasksprovides a BAAsecure messagingseparate personal and business accountsSimple PracticeSubscriptiontexting compliance vs. call/voicemail. complianceupdating Communications Policy

Nov 7 , 2024

Session 480: Is it safe to use the added features that came with my NordVPN subscription?

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add-on featuresadheres to PCI-DSS standardsadvanced browsing protectionAlmaanti-malware softwareBelonglybest antivirus/virus scannerclient care coordinatorclient contact formclient onboardingclient portalcredit card processing companydestroy storage componentsdevice securitydevice security instruction centerdisposing devicesdonate old practice devicesfactory resetgeneral admin dutiesHelcimHIPAA certificationHIPAA compliantHIPAAppropriatehushmailhyperlinks to external websitesinsurance verificationMacbook AirMalwarebytes free versionno BAANord VPNNordVPNPCI Level-1 compliant service providerPCT evaluationPCT guidancePCT recommendationspractice phone WiFi connectionpractice websitesprivacy and security settingsprocess customers’ paymentsprovider directoryprovides a BAAreceive transaction informationreferring clientsschedulingsecurity considerationsSimple PracticeSquareSpaceSystem Certificates in Trust Settings changesTap-to-Pay (TTPOP)Wix

Aug 22 , 2024

Session 469: Is there a way to unsync emails on my phone while still being able to access them?

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accessing emailsbusiness landlinecall-forwardingiPlumon/off togglepassword resetPCT Announcement/Reminderpersonal hotspotprovides a BAArecommend changing passwordRingRxSamsung Androidsecurity checklistunsync emails

Apr 11 , 2024

Session 450: Can you provide any feedback on Spark Mail?

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chromebookcloud storageconcerns of data breachesHIPAA compliantprovides a BAASpark Mailstolen property

Nov 10 , 2022

Session 377: What are your thoughts about adhere.ly?

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Adhere.lyBAAbenefit of private and secure wificlosing a practiceconsent formsdokbotdoxy.meinformed consent processIvyPaynew extensionsnon-secure emailonline credit card payment systemPCT recommended security behaviorsphoto captureprivate and secure versus public networksprovides a BAAteleconsenttype of Wifi clients useZoom

Sep 30 , 2021

Session 320: Is PCT aware that Zoom now provides a BAA for Pro accounts?

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"14"" vs 15"" monitor"access to recordsCC vs BCCclinical work via videoconferencingconfidentially storing research dataContact Share Appcouples sessionsdashlanedocumentation requirementsexporting infoGoogle workspaceGsuiteHIPAA breachHIPAA complianthushmailHushmail formsincorrect patientInformation Blocking / Open Notes Rulinginsurance companiesKeeperlastpassmobile office checklistpassword managementpro accountsprovides a BAArecords requestretiring from practiceROIsecure emailSimple PracticeZoom