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The Group Practice Exchange

Listen to TGPE Podcast to learn about various topics related to group practice ownership. I hope you find the podcast topics useful in growing and thriving in your group practice. The goal of this podcast is to help practice owners learn ways to grow their practices. Hear about all the topics that related to group practice ownership. Hear other group practice owners talk about how they run their business. From start up to thriving, find useful information that’s sure to help you in your process of growing your group practice! Don’t miss an episode! Download The Group Practice Exchange Podcast on iTunes or Google Play. If you love us, we'd love to know by giving us a rating.
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The Group Practice Exchange
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Feb 12, 2020

Hey Group Practice listeners! In this tip of the day episode, I'm talking with Uriah Guilford all about the best software tools to use in your group practice.

In this episode I cover:
The critical software programs for group practice owners
Additional software to boost your group practice productivity
Deciding which software tools & programs are right for you
Recommended software options


This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Feb 5, 2020

Hey Group Practice listeners! In this tip of the day episode, I'm talking all about finding your next big idea.

In this episode I cover:

  • Tips to spark your next big idea
  • What a big idea think tank looks like
  • Examples of next big ideas
  • Finding the purpose behind your next idea
  • Keeping your ideal client in mind when coming up with your next big idea
  • How your next big idea can support your next big idea

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Jan 29, 2020

Hey Group Practice listeners! In this tip of the day episode, I'm talking about how to notify clients of rate increases.

In this episode I cover:

  • Why your rates should increase
  • Standard rate increases in the US
  • How to notify clients of rate increases in your practice

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Jan 22, 2020

Hey Group Practice listeners! In this coaching episode, I'm talking with Courtney Glashow all about expanding your group practice when there is no good real estate available.

In this episode we cover:

  • Alternatives to office buildings such as houses & storefronts
  • Adding right of first refusal to your lease
  • Setting up remote group practices
  • Subletting from other practices
  • Taking over another practice's lease

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Jan 15, 2020

Hey Group Practice listeners! In this episode, I'm talking all about building an intra-office website to create a centralized location where everything your staff needs is hosted.

In this episode we cover:

  • Using Google Sites for your intra-office website
  • What to include in your intra-office website
  • Helpful updates to post on your intra-office site
  • Tabs I use on our intra-office website

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Jan 8, 2020

Hey Group Practice listeners! In this episode, I'm talking with Julie Herres from Greenoak Accounting about financial tips to help group practice owners make the most of their coming year.

In this episode we cover:

  • Setting + running the numbers on your 2020 goals
  • Hiring considerations
  • Determining compensation structure
  • Being intentional about paying yourself
  • Establishing go-to financial support
  • Simplifying systems in your business
  • Outsourcing areas of weakness

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Jan 2, 2020

Hey Group Practice listeners! In this episode, I'm talking all about building your business support people.

In this episode I cover:

  • Who should make up your business support people
  • Why it's important to have go-to business support people
  • Examples of typical business support people
  • How to find your expert support businesses


This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Dec 24, 2019

Hey Group Practice listeners! In this episode, I'm talking all about starting your own mastermind group.

In this episode I cover:

  • The benefits of a mastermind group with other business owners
  • How to establish your own mastermind group
  • What you can get out of starting your own mastermind group
  • Aligning your mastermind group to your own specific business needs
  • Questions to ask before starting a mastermind group


This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Dec 20, 2019

Hey Group Practice listeners! In this episode, I'm talking with Shannon Heers all about fine tuning business vision, mission & values.

In this episode we cover:

  • How to put together your vision, mission and values
  • Making sure your vision, mission and values all align
  • Shifting the focus to the client in your vision, mission and values
  • What specifically goes into vision, mission and values

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Dec 11, 2019

Hey Group Practice listeners! In this real talk episode, Amber Hawley and I go deep on the challenges of balancing relationships as a group practice owner

Here's what we'll discuss:

  • Defining flexibility as a business owner
  • Being selective about the feedback you take into consideration
  • Being intentional about the time you spend working
  • Communicating your business obligations to those in your life

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Dec 5, 2019

Hey Group Practice listeners!

This episode is part four of Lindsay Keisman's takeover of the Group Practice Exchange Podcast. In this episode she's talking all about how being an insurance based practice impacts the hiring and onboarding process!

In this episode she discusses:

  • The process of credentialing after hiring new clinicians
  • Making the hiring + onboarding processes go smoothly
  • Looking into group contracts for your practice
  • Mistakes to avoid when creating your hiring + onboarding processes
  • Knowing the insurance makeup of your practice
  • Exploring Out of Network benefits

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Nov 27, 2019

Hey Group Practice listeners!

This episode is part three of Lindsay Keisman's takeover of the Group Practice Exchange Podcast. In this episode she's talking all about change management in your business.

In this episode she discusses:

  • What change management is
  • How to go about the change management process for your business
  • Stages of change model
  • Tips to help with the change management process

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Nov 22, 2019

Hey Group Practice listeners!

This episode is part two of Lindsay Keisman's takeover of the Group Practice Exchange Podcast. In this episode she's talking about business boundaries in your personal life.

In this episode she discusses:

  • Why we as business owners have trouble with setting boundaries
  • Strategies to have good business boundaries
  • How a to use a to-do list to enforce your boundaries
  • Setting technology-specific boundaries
  • Structuring your boundaries around your skill set

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Nov 20, 2019

Hey Group Practice listeners!

This episode is part one of Lindsay Keisman's takeover of the Group Practice Exchange Podcast. In this episode, she's covering how to lead the leaders in your group practice.

In this episode she discusses:

  • How to teach your management to be good leaders
  • How to start off right with new leaders
  • Managing your expectations in the beginning
  • Building in regular management and leadership training
  • How to challenge new leaders to provide solutions to problems and help them develop their own leadership approach

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Nov 13, 2019

Hey Group Practice listeners!

In this tip of the day episode, I'm talking all about common compensation models for group practice.

In this episode I discuss:

  • Different types of compensation models
  • Important things to think about with various compensation models
  • Pros + Cons for the different compensation models
  • The whys + why nots behind choosing each of these compensation models

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Nov 11, 2019

Hey Group Practice listeners!

In this tip of the day episode, I'm talking all about how values help to create successful leadership in group practices.

In this episode I discuss:

  • How values help guide effective leadership
  • How to come up with your set of core values
  • How successful leaders use those core values
  • Using values to guide business decisions
  • Using those core values in the interview process + creating a workplace culture

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Oct 16, 2019

Hey Group Practice listeners!

In this coaching episode, I'm talking withSalina Shelton all about increasing client referrals.

In this episode we discuss:

  • How to increase your clients referrals
  • Getting your practice to be known in the community
  • Encouraging your clinicians to create a personal marketing action plan to nurture referrals
  • How to redirect clients who come in asking for the practice owner 

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Oct 9, 2019

Hey Group Practice listeners!

In this coaching episode, I'm talking with Christine Carville all about Out of Network Benefits.

In this episode we discuss:

  • Why it's beneficial to offer to look into OON benefits for clients
  • How to set up a streamlined process to check OON benefits and submit claims
  • What you'll need to check a potential client's OON benefits
  • What to look for when checking OON benefits
  • Why you might not be able to find OON benefits (+ what to do)

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months’ bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe

Sep 27, 2019

Hey Group Practice listeners!

In this tip of the day episode, I'm talking about generating 360 surveys for your staff to see how they're feeling within your practice.

In this episode I discuss:

  • How I generate my surveys
  • Types of questions to include in staff surveys
  • The benefits of staff surveys

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Sep 25, 2019

Hey Group Practice listeners!

In this tip of the day episode, I'm talking about full stop support–client care that covers the full circle of exactly what client care means.

In this episode I discuss:

  • Client care from first contact through to first appointment
  • Making client care a wrap around service
  • Prioritizing client needs 
  • Focusing beyond scheduling
    This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.
Sep 9, 2019

Hey Group Practice listeners!

In this coaching episode,Traci Pirri and I will be talking all about how to create an office culture when you're not actually in the office & when your clinician schedules don't overlap.

We’ll discuss:

  • How to develop relationships with clinicians & provide leadership
  • How to provide support to clinicians through leadership
  • How to encourage clinicians to provide support for one another
  • How to hire in alignment with your practice goals

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Sep 2, 2019

Hello Group Practice Listeners! In this real talk/coaching episode, I talk with Tara Vossenkemper about adding intensives to what you have to offer in your practice.

In this episode, we discuss:

  • Benefits to offering intensives for both clients and clinicians
  • Possible structures of intensive offerings
  • The biggest common struggles in setting up a intensives
  • How to go about reducing your caseload in order to offer intensives
  • Marketing intensives to couples


This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Aug 28, 2019

Hello Group Practice Listeners! In this Tip of the Day episode, I want to give you a beginner's guide to employee benefits.

In this episode, I discuss:

  • Well rounded ideas for offering employee benefits
  • What kind of benefits you can offer
  • What offering benefits can look like in your practice
  • Why to talk to an employment attorney before offering employee benefits
  • How to figure out what benefits your clinicians want


This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Aug 26, 2019

Hello Group Practice Listeners! In this Tip of the Day episode, I want to talk about what shifts when you scale a group practice beyond 20 clinicians.

In this episode, I discuss:

  • How your systems (scheduling, intake, payments, etc) change with 20+ clinicians
  • How your role as the practice owner shifts as you move beyond 20 clinicians
  • Refocusing on your visionary work rather than the day to day
  • The growing need for leadership in your practice as it grows
  • The need for departments The ebb and flow of finances as your practice grows

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Jul 26, 2019

Hey Group Practice listeners!

In this coaching episode, Tara Vossenkemper and I will be talking all about how to implement big ideas without getting bogged down.

We’ll discuss:

  • building a support team to help with smaller tasks that take away time
  • determining what tasks need to be done by you and which can be handed off
  • learning to decide which projects will be best for your practice
  • setting a boundary before starting a new project

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

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