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The Group Practice Exchange

The Group Practice Exchange Podcast is a place for group practice owners, where we talk candidly about business ownership and leadership. From practice building tips to live coaching to real talk episodes with other group practice owners, we are the resource you have been looking for to grow your group practice.
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Now displaying: 2023
Dec 20, 2023

Have you ever received a subpoena and weren’t quite sure how to handle it? 

In this episode, I had the pleasure of interviewing Dr. Tracy Masiello, a group practice owner and certified mediator, about handling subpoenas as a group practice owner. We discussed the importance of clear policies, procedures, and training for clinicians to effectively manage subpoenas. Dr. Masiello also debunked subpoena myths, explained the consequences of ignoring subpoenas, and provided guidance on how to respond to them. Join us to learn more about:

  • The importance of having clear policies, procedures, and training in place for handling subpoenas in a group practice setting.

  • Debunking common myths surrounding subpoenas and clarifying the consequences of ignoring them.

  • Guidance on how to respond to subpoenas effectively and ethically.

  • Understanding the ethical considerations when testifying or sharing client records.

  • The difference between being a fact witness and an expert witness in legal proceedings.

If you're a group practice owner or clinician, this episode is a must-listen for valuable insights on managing subpoenas. Don't forget to check out the resources shared by Dr. Masiello for further learning and support.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

Connect with Maureen Werrbach & The Group Practice Exchange:

 

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 of 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 6, 2023
Have you ever considered expanding the services offered in your group practice beyond one-on-one counseling? 
 
Expanding services in a group practice can be a game-changer. In this rerelease episode, I discuss the benefits of doing just that - specifically offering CEs (Continuing Education) and/or training in the community. As a group practice owner myself, I have found that diversifying our services has not only increased our revenue but also reduced burnout among our team members. Join me to learn more about:
 
  • Benefits of becoming CE providers in your group practice
  • Offering CEs to the community or therapists while making sure it aligns with your business values
  • Considering questions like: Who will be the training providers? and Who will run and spearhead the program?
  • Realistic timelines to build, market, and reach the break-even point
  • Steps to screen candidates to ensure the quality and relevance of the training
 
Expanding services in a group practice can have numerous benefits. By offering workshops, webinars, and speaking engagements, you not only diversify your services but also provide opportunities for your team members to be paid for their presentations. Building a profitable program takes time and effort, but the financial benefits can be well worth it.
 
Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!
 
Connect with Maureen Werrbach & The Group Practice Exchange:
 
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 of 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, 2023

Have you ever wondered how to personalize retirement benefits for your employees? 

In this episode, I had the pleasure of chatting with Courtenay Shipley, a business retirement plan owner, about just that. We dive into different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs, and discuss the importance of tailoring these plans to specific groups. Courtenay also shares insights on profit sharing and the safe harbor plan design. Listen in to learn more about:

  • The importance of personalizing retirement benefits for employees

  • Exploring different retirement plans like 401(k)s, IRAs, SIMPLE IRAs, and SEP IRAs

  • Benefits of profit sharing and the safe harbor plan design

  • Limitations of payroll companies like Gusto for managing benefits

  • Alternative options like Guideline and Vestwell for managing retirement plans

If you're looking to provide the best retirement benefits for your staff, this episode is a must-listen. Join us as we dive into the world of retirement plans and discover how to tailor them to your practice’s specific needs. Let's make benefit planning a breeze!

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

Retirement Planology website

IRS Website for for SIMPLE IRAs

Gusto

Guideline

Vestwell

Vanguard

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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 8, 2023

Have you been considering how you can effectively employ part-time and full-time clinicians in your practice? 

In this episode, I delve into the benefits and challenges of hiring part-time and full-time clinicians. I share my personal experience of starting my practice with part-time clinicians and how it has impacted work-life balance expectations. Join me to learn more about:

  • The importance of considering factors such as workplace culture, income, benefits, burnout, and personal fulfillment when employing clinicians.

  • The shift in work-life balance expectations due to COVID-19 and how it has influenced the trend of more people seeking part-time employment.

  • The benefits of offering part-time options, such as attracting a wider pool of talent and providing flexibility for clinicians.

  • The challenges of managing schedules and maintaining consistency in client care with part-time clinicians.

  • The importance of maintaining transparency with staff about the impact of offering part-time options.

 

Employing part-time and full-time clinicians in your practice can bring both benefits and challenges. By carefully considering factors such as workplace culture and maintaining transparency with staff, you can create a balanced and fulfilling work environment for your clinicians.

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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 25, 2023

Have you ever wondered how insurance companies are impacting the mental health industry? 

In this episode, I dive into the influence of insurance companies in group practice. Insurance companies are moving away from paying based on the duration of therapy sessions and towards paying for the quality of care provided. This shift could potentially result in lower reimbursements for therapists, unless we advocate for how values-based care should be reimbursed. Additionally, I discuss the trend of insurance companies owning group practices, which gives them control over therapist compensation and allows them to increase profits. It's important for us as mental health practitioners to understand and adapt to these changes in order to thrive in the evolving landscape. Join me to learn more about:

  • The shift from duration-based reimbursement to values-based reimbursement by insurance companies
  • The importance of advocating for fair reimbursement rates and how measurement of care should be based
  • The trend of insurance companies owning group practices and its impact on therapist compensation

As group practice owners, it's crucial for us to stay informed and proactive in navigating the influence of insurance companies in group practice. By understanding these changes and advocating for fair reimbursement, we can continue to provide quality care to our clients while also ensuring the sustainability of our practices.

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

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 of 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 11, 2023
How can you make your group practice stand out in a crowded marketplace?
 
In this episode, I dive into the importance of differentiation when it comes to marketing your practice and share my favorite insights from Mike Michalowicz's book, "Get Different". Small changes can make a big impact when it comes to marketing your practice. Here are the key takeaways from the episode that you won’t want to skip:
  • Why differentiation is crucial in a crowded marketplace
  • The three key concepts to make sure you’re including in your marketing
  • How even small changes can set your practice apart from the competition
  • Sharing my favorite successful marketing strategies for my group practice 
Don't miss out on the opportunity to make your group practice shine. Tune in to this episode and start implementing fresh and innovative marketing ideas today.
 
Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!
 
Resources mentioned in this episode:
 
Connect with Maureen Werrbach & The Group Practice Exchange:
 
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 of 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, 2023

Have you ever wondered how to effectively incorporate anti-oppression into your accountability practices? 

In this episode, Dr. Nathalie Edmond and I dive deep into this important topic. We discuss the significance of going beyond one-time trainings and integrating accountability into the very fabric of your practice. We also explore the challenges of putting theory into practice when it comes to anti-racism and anti-oppression work. Additionally, we touch on the importance of inclusive leadership teams, humanizing policies, and evaluating performance through an anti-oppression lens. If you're looking for resources and trainings to support your journey towards creating an inclusive and accountable practice, Dr. Edmond has got you covered. Join us to learn more about:

- The importance of integrating anti-oppression into accountability practices

- Moving from theory to practice in anti-racism and anti-oppression work

- The need for ongoing evaluation and adjustment

- Creating inclusive leadership teams

- Developing humanizing policies

- Evaluating performance through an anti-oppression lens

If you're ready to take your practice to the next level and create a truly inclusive and accountable environment, this episode is a must-listen. Dr. Edmond’s expertise and resources will provide you with the guidance and support you need to work towards accountability practices that are more equitable for all.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

 

Resources mentioned in this episode:

Dr. Nathalie Edmond’s Website

Radical Candor by Kim Scott

Wheel of Privilege and Power

JOIN WAITLIST for The Accountability Equation™ In-Person 2-Day Accelerator

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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 13, 2023

Have you ever thought about leveraging grant funding to make your practice’s services more accessible to all?

Join me as I sit down with Dr. Omolara Uwemedimo, a pediatrician and the owner of Melanin and Medicine. In this episode, Dr. Uwemedimo sheds light on the innovative concept of fiscal sponsorship and how it can help group practices secure funding through partnerships with nonprofits. During our chat we cover:

  • Dr. Uwemedimo’s background in global health and passion for making healthcare accessible.

  • Explanation of leveraging grants for for-profit healthcare practices.

  • Benefits of fiscal sponsorship for both for-profit practices and nonprofit sponsors.

  • How Melanin and Medicine helps healthcare practices secure funding through partnerships with nonprofits.

  • Steps involved in securing funding, including identifying target population, curating a database of nonprofits, and preparing proposals.

  • Stories of how other group practice owners successfully accessed grant funding.

Dr. Omolara Uwemedimo’s innovative approach to funding is a game-changer for for-profit practices looking to serve underserved communities. By leveraging grants and fostering partnerships with nonprofits, you can secure the funding you need to expand your services and make healthcare more accessible to all.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

 

Resources mentioned in this episode:

Melanin and Medicine Links

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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

Aug 30, 2023

Do your leadership meetings ever feel like just a status update, with no real progress towards your overall practice goals?

In this final episode of the six-week Accountability Equation™ podcast series, I share a framework to ensure these meetings encourage accountability and drive progress towards goals. So, if you're looking to refine your meeting strategy, this episode is a must listen! Join me to learn more about:

  • The crucial role of taking action in achieving success and meeting goals.
  • The importance of using metrics and goals as a basis for action in a group practice, as this helps to ensure that actions are aligned with the overall objectives of the practice.
  • My framework for team leadership meetings that promote accountability and facilitate progress towards goals.
  • Practical tips and strategies for effective implementation of the leadership meeting framework.

As we wrap up our series on The Accountability Equation™, I hope you've gained valuable insights into the importance of accountability in a group practice. Remember, action is the final piece of the puzzle. It's what turns our vision into reality and our goals into achievements. So, let's take action, hold ourselves accountable, and make our group practices the best they can be.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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

 

Aug 23, 2023

Ever wondered how to transform vague promises into measurable success in your group practice?

For the fifth episode of the six-week Accountability Equation™ podcast series, I dive deeper into the fourth A of the five A's of Accountability: “Audit”. Join me as I share why using key performance indicators (KPIs) are necessary to track progress and measure success. I talk about how to identify the core responsibilities, objectives, and critical success factors for each leadership role in order to determine the appropriate KPIs to track. I also share examples of common KPIs for different roles in your practice. Some of the things I cover in this episode are:

  • Explaining the importance of accountability in a group practice

  • Understanding the need for metrics and key performance indicators (KPIs) to track progress and measure success

  • How to use data and evidence to support claims of success or failure

  • Sharing how to identify core responsibilities, objectives, and critical success factors for each leadership role

  • Exploring ways to determine appropriate KPIs to track for different roles (administrative, clinical, hiring and onboarding, HR)

  • Diving into the importance of accurate auditing to ensure leadership team meets accountabilities

Accountability thrives when it's supported by a web of metrics, offering transparency, motivation, and insight. Audits act as a reality check for your business, bridging the gap between intentions and outcomes.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

 

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator 

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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

 

Aug 16, 2023

Have you ever felt like you needed to micromanage your team in order to see progress in your practice? If this sounds like you, it may be time to take a look at how you’re assigning and tracking tasks. 

For the fourth episode of the six-week Accountability Equation™ podcast series, I dive deeper into the third A of the five A's of Accountability: “Assign”. I explain the concept of an accountability tracker, which helps track progress and ensure everyone is on the same page. I emphasize the key elements of effective coaching, including consistent feedback, support, collaboration, and accountability. Some of the things I cover in this episode are:

  • Practical strategies and techniques to ensure that tasks are assigned effectively, minimizing confusion and maximizing productivity.

  • Explaining how accountability and coaching go hand in hand, as effective coaching plays a crucial role in helping individuals meet their goals and fulfill their responsibilities.

  • Introducing the accountability tracker tool, enabling you to keep a close eye on individual and team performance, ensuring that everyone stays on track and meets their objectives.

  • Exploring how to build an effective accountability tracker by setting specific, measurable, achievable, relevant, and time-bound goals.

  • Discussing how to adjust coaching strategies and approaches to meet the unique needs and circumstances of each individual, maximizing their potential for growth and success.

Remember, it's not just about delegating tasks; it's about fostering a proactive, results-oriented mindset.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

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 of 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

 

Aug 9, 2023

What qualities do you think make a great leader? Does your leadership team exhibit those qualities, or could it be time for an assessment? 

For the third episode of the six-week Accountability Equation™ podcast series, I dive deeper into the second A of the five A's of Accountability: “Assess”. In this episode, I discuss the importance of assessing the leadership team in your group practice. I share the qualities of a great leader and explain the process of assessing your existing leadership team. I also highlight the benefits of self-assessment for leaders, and discuss the challenges and pitfalls of the interview process when looking for your leadership team. Some of the things I cover in this episode are:

  • Why self-assessment is beneficial for leaders to reflect on their strengths and areas for improvement.

  • The challenges and pitfalls of leadership interviews, such as bias and limited information.

  • How to address the problem of limited diversity and inclusion in the interview process.

  • How to adequately prepare for leadership interviews, including thorough research on candidates and utilizing structured interview processes.

  • How to screen your leadership team for vision alignment, effective communication, decision-making skills, culture building, accountability, strategic thinking, resilience, and adaptability.

The "Assess" phase of The Accountability Equation™ is a critical step in ensuring the right people are in the right roles within your group practice. With the right tools and mindset, this process can be a powerful catalyst for organizational growth and success.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

The Accountability Equation™ Quiz

The Accountability Equation™ Program & In-Person 2-Day Accelerator 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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

Aug 2, 2023

Is your staff clear on what their role and function is in your practice? If not… that could be hindering your growth and success.

In this second episode of the six-week Accountability Equation™ podcast series, I focus on the first A of the five A's, which is "assemble". I explain how assembling the right team and clearly defining roles and responsibilities is crucial for setting up accountability in your practice. I even provide an overview of a helpful matrix that outlines the core responsibilities for each role in your business. Join me as I discuss:

  • The difference between roles and functions: Roles are specific positions in the organization with their own set of responsibilities and expectations, while functions are the tasks and responsibilities within those roles.

  • Why job titles and organizational charts are not helpful in providing clarity and understanding of responsibilities.

  • The core roles and functions of a group practice including: visionary, integrator, sales and marketing, operations (administrative, HR, clinical), finance, and DEI.

  • Steps to avoid building roles and functions that keep you stagnant by envisioning where your business should be, rather than where it currently stands.

  • How spending time in the assemble phase helps clarify roles, reduce confusion, and promote collaboration and teamwork. 

Don’t start setting up your accountability system in your practice without first understanding this stage. This step is crucial as it provides clarity to everyone in the practice about their areas of authority. 

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

 

 Resources mentioned in this episode:

The Accountability Equation™ Program

Traction by Gino Wickman

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

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 of 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

Jul 26, 2023

Looking to improve accountability in your group practice?

In this episode of The Group Practice Exchange Podcast, I dive deep into the topic of accountability and how it can transform your practice. I’m also sharing some exciting details on how you can implement my accountability framework in your practice. If you're ready to take your group practice to the next level, this episode is a must-listen! Join me as I discuss:

  • What The Accountability Equation™ framework is all about and how it can benefit your group practice.

  • Why building a culture of accountability requires more than just goal setting and assigning tasks; it involves creating an inclusive environment, addressing systemic biases, providing regular feedback and coaching, and implementing consequences when expectations are not met.

  • The importance of ongoing self-reflection and adapting to change as a leader.

  • Actionable strategies to help you establish and nurture accountability within your practice.

By implementing accountability in your practice, employees have a clear foundation for understanding expectations and the direction the organization is heading. This clarity and understanding can help enable your staff to fulfill their accountabilities and recognize how their roles contribute to the organization's success.

If you enjoyed this episode, you won’t want to miss the next five episodes, where I’ll dive into the details of The Accountability Equation™.

Thanks for listening! Like what you heard? Give us 5 stars on whatever platform you’re listening from. Need extra support? Join The Exchange, a membership community just for group practice owners on our website www.thegrouppracticeexchange.com/exchange. Talk to you next time!

Resources mentioned in this episode:

The Accountability Equation™ FREE Masterclass

The Accountability Equation™ Quiz

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

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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 of 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

 

Jun 14, 2023

Hey Group Practice Listeners! Looking to incorporate alternative services into your group practice? Adding more choices that improve the consumer's experience and well-being is truly a high advantage thus, it is a smart move.

Joining us today is Shaelene Kite, a DBT-LBC Certified Clinician, Registered Yoga Teacher, Approved Clinical Supervisor, and the owner of DBT of South Jersey. With her extensive experience and expertise, Shaelene will share her perception of adding alternative services to your practice!

Episode Highlights: 

  • What insights can Shaelene share about incorporating a yoga studio into a practice?

  • How can practice owners foster inclusivity in their group practice offerings?

  • In what ways do trauma-informed yoga and bodywork support clients alongside clinical work?

  • What key considerations should group practice owners be aware of when adding alternative services?

  • Where is the reach of Shaelene's goal for her practice?

To connect with Shaelene Kite:

You can visit her website and podcast at www.rebelmente.com & https://podcasts.apple.com/us/podcast/t-talk/id1620596630 

Check out her LinkedIn at www.linkedin.com/in/shaelene-kite-she-her-3983951a2/ 

Reach her through her email at shaelene@rebelmente.com 

 

Visit and join our Facebook Group at: https://www.facebook.com/groups/979967198747447/ 

 

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 of 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



May 31, 2023

Hey Group Practice Listeners! Do you want to feel more confident in networking as an introvert? This type of business is most common to extroverts but do not worry, as introverts, we also have what it takes to be successful in networking. Listen as I unravel networking tips for introverts!

 

 

Episode Highlights: 

  • What can realistic expectations bring you in facing networking situations?

  • Why is it more engaging to let others talk about themselves as a true agenda of networking?

  • How much quality beats quantity in terms of building meaningful work relationships?

  • When do you need to give yourself the grace that the success of an introvert will just be different from those of extroverts?

  • Where should you bring yourself after meetings as a personal recharge?

  • How can these five tips for networking help you succeed in the market?

 

 

Visit and join our Facebook Group at: https://www.facebook.com/groups/979967198747447/ 

 

 

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 to relieve you from the last few months of bookkeeping, talk you off the edge when you’re encountering 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

May 17, 2023

Hey Group Practice Listeners! Do you want to maximize the use of technology in your practice? As we face the rise of applications and innovations, it is beneficial to know how to make money creating an app.

 

We are graced to be joined by Mr. Zefanja Floris, the Product Manager at Topflight Apps, a company developing healthcare applications. He will be grounding us with the knowledge of creating an app that will be a guide in achieving success in managing and leveraging client retention and income sources.

 

 

Episode Highlights:

  • How is it beneficial to use mobile applications to exceed the limitations of time and location?
  • What are some of the working implemented methods in today's healthcare apps? Where is the challenge from a business perspective on the Electronic Health Record System?
  • When does a niche-specific EHR help a better choice of features for a compact group of practitioners?
  • What is the cost of creating an app for a business?
  • Why can content creation offer exponential audience growth and be considered a monetization strategy?

 

 

To connect with Mr. Zefanja Floris:

You can visit his website at www.topflightapps.com & www.linkedin.com/company/topflightapps/mycompany/

Check out his LinkedIn at www.linkedin.com/in/zefanja-floris/ Reach him through his email at zefanja@topflightapps.com

 

 

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 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 to relieve you from the last few months of bookkeeping, talk you off the edge when you’re encountering 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

May 3, 2023

Hey Group Practice Listeners! Do you want to read your way into business development? As we are practice owners that handle big and important things, it is great to have guidance along the way.

 

We are grateful to be joined by Ms. Julie Herres, the founder of GreenOak Accounting, a team of accounting experts helping practice owners. She is an accountant, podcast host, and the author of Profit First for Therapists. Now, she will elaborate on the book's keynotes that are essential for our growth as practice owners.

 

 

Episode Highlights: 

  • What did Julie have to go through in writing the book, Profit First for Therapists?

  • How much change was published into the current version from the Profit First review?

  • Where do different professions or practice levels depend for their allocations?

  • When can topics of scaling of compensation be helpful for the readers of the book?

  • What is the essence of storytelling in making an impact while reading the Profit First book?

  • How did the book make a push of encouragement to venture into new businesses?

  • Why is it essential to have a second set of eyes in making big decisions and handling critical business situations?

 

Check out Julie’s Book & Take a FREE Profit First Assessment: https://www.profitfirstfortherapists.com/

Are you ready to expand your practice? Take the expansion quiz now: https://www.profitfirstfortherapists.com/tgpe

 

 

To connect with Julie Herres:

You can visit her website at www.greenoakaccounting.com 

 Check out her LinkedIn at https://www.linkedin.com/in/julie-herres-14233a2

or through Instagram account at https://instagram.com/julie.herres?igshid=YmMyMTA2M2Y= 

 Reach her through her email at julie@greenoakaccounting.com 

 

 

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 of 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

 

Apr 19, 2023

Hey Group Practice Listeners! Do you want to know the steps to success? As we all strive for our goals, it is necessary to have check-ins of our progress. Join me in this swift episode to learn more about how to navigate the compatibility of your team to the job!

 

 

Episode Highlights: 

  • Why is it needed to have 20 minutes of training equivalent to every 5 minutes of work?

  • How much time should be invested in training people for the job?

  • What is the essence of assigning someone to the onboarding process?

  • When can we decide if the trainee is a successful fit for the job?

  • Where can a spreadsheet of sectioned reports from the admin and the onboarding officer help in the success of the team’s progress?

 

 

Could you use more support in recruiting, hiring, and onboarding in your practice? Join me for the Hiring for ROI Workshop starting April 20th!

You'll walk away from the workshop knowing how to attract the perfect fit employees, outline your compensation and benefits to scale sustainably, and seamlessly get new hires integrated quickly. As an attendee, you'll get access to all of the templates and resources you need for hiring success!

Register here!

 

 

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 of 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

 

Apr 5, 2023

Hey Group Practice Listeners! Do you want to give back to your community? As we are agents to make people feel better about their lives, it is a natural thing to desire goodness not only for our clients but also for as many individuals as possible.

 

We are grateful to have Ms. Camesha L. Jones, the Founder of Sista Afya Community Wellness. She is a social worker that aims to have an impact on a specific niche of the community which is black women with their mental health. With that, she will be inspiring us in creating a social impact that is also agreeable to the group practice's capabilities.

 

 

Episode Highlights: 

  • When did Camesha's non-profit arm for the community start social impact investing?

  • What are the similarities and differences between profit and non-profit organizations in terms of marketing?

  • How challenging is the process of adding a non-profit branch to practices that have goals for social impact?

  • What are the other ways to still serve social impact bonds with the community?

  • How will listening to your community’s needs help you best serve them?

 

 

To connect with Ms. Camesha L. Jones:

You can visit her website at https://www.cameshajones.com/ & https://www.linkedin.com/in/camesha-l-jones.

Check out her community at https://www.sistaafya.com/our-team, or through

Facebook and Instagram accounts at https://www.facebook.com/SistaAfya/ and https://www.instagram.com/sistaafya/?hl=en

 Reach her through her email at camesha@sistaafya.com 

 

 

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 of 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

Mar 22, 2023

Hey Group Practice Listeners! Do you feel left out of the world regarding life and business? Societal standards cover the instances that are normal for neurodivergence. Understanding how your brain works are vital to express yourself in the industry. 

 

We have Patrick Casale, the Owner of the All Things Private Practice. As a licensed Mental Health & Addiction therapist, he understands what it means to be a neurodivergent person and what he goes through in entrepreneurship. He will help us recognize the complexity of the struggles of a neurodivergent person.

 

 

Episode Highlights: 

  • Why does it feel like torture to have timely chaos as an entrepreneur? 

  • How can virtual assistants help you in managing bursts of ideas?

  • What is a neurodivergent person, and what struggles do they have in business? 

  • When can the crash of neuro processes disconnect people from recharging?

  • How can balance help neurodivergence low energy flow and manage exhaustion?

  • How can embracing authenticity bring you, ideal clients?

 

 

To connect with Mr. Patrick Casale:

You can email him at patrick@casalecoaching.com 

Follow him on Instagram at https://www.instagram.com/allthingsprivatepractice/ 

Listen to his podcast at https://www.allthingspractice.com/all-things-private-practice-podcast 

Visit his Facebook at https://www.facebook.com/groups/privatepracticebuilding/?ref=share 

Or check out his website at https://www.allthingspractice.com/ 

 

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 of 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

 

Mar 8, 2023

Hey Group Practice Listeners! Are you feeling exhausted from thriving your business? Before that could burn you out, you should start prioritizing yourself and set your entrepreneurial future. Investing in creating multiple streams of income is one way to do it!

 

We are together with Megan Gunnell, the Founder, and Director of the Thriving Well Institute. She had this breakthrough from clients that created the idea of retreat programs. She believes that to thrive, you should look at and nourish the people around you. She will let us know more about how to attain additional income ideas!

 

 

Episode Highlights: 

  • How can envisioning your success help you to thrive?

  • Where could you get a stream of income other than your main one?

  • When should retreats be about energy restoration and not extended burnout?

  • What could be the benefit of listening to your audiences in front of your business?

  • Why should you invest in professional photography for future entrepreneurial reference?

  • What should you consider before making a pivot in your business?



To connect with Ms. Megan Gunnell:

You can email her at megan@thrivingwellinstitute.com 

Or check out her website at https://www.thrivingwellinstitute.com/#/ 

 

 

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 of 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 22, 2023

Hey Group Practice Listeners! Are you feeling the heat of competition? That can often spark a passion for success, and building a network is one way to make it happen. Group practices are meant to help clients but also other group practices to grow!

 

We are gratefully accompanied by Samantha Silverman, the owner of Silver Linings Counseling located in Denver, Colorado. She has this passion for camaraderie among practices that let building a network from scratch and turn it into a thriving group. She will shine upon us the story of how she was guided and now paying it forward to others!

 

 

Episode Highlights: 

  • What is the difference between competitive marketing and friendly social work?

  • When is competition healthy for group practice owners?

  • Why should you think of unique features of your practice thinking there are no two practices alike?

  • What is the essence of reciprocal feedback from therapists starting solo?

  • How building a network from the ground up shows that you are determined to nurture risk and creativity?



To connect with Ms.Samantha Silverman:

 

 

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 of 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 8, 2023

Hey Group Practice Listeners! Are you thinking of outgrowing your practice and having authentic branding? Are you overwhelmed by this step? It is just the right feeling that will push you toward taking the action and evolving into a more confident version of yourself!

 

We are pleased to have Ms. Katie Read, the creator of The Clinician to Coach® Academy, and the Six-Figure Flagship™ Program. She has a great fondness for assisting therapists in making money while carrying out the authentic work they are inspired to do! With this goal, she will share her journey of how she stepped up and realized that overwhelming is a gift!

 

 

Episode Highlights: 

  • What has changed from their starting years to their current practice profession?
  • How is storytelling more effective than step-by-step instruction to help others to form their brand authenticity?
  • Why is being overwhelmed considered as the gift to surpass the possibilities and in creating your own brand?
  • When does a CEO's time fuel creating a brand identity?
  • How does the concept of no endless time push you to take action despite being overwhelmed and unready?

 

 

To connect with Ms.Katie Read:

 

 

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 of 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 25, 2023

Hey Group Practice Listeners! Do you want to unwind from work, but you’re having a hard time doing so? Well, indeed, vacation is a needed breather when it comes to unleashing stress.

 

 

We are grateful to have Ms. Mary Beth Simone, the CEO of Niche Partnership Consulting and a certified Les Mills BodyFlow instructor. She is renowned for guiding entrepreneurs in creating backup plans with their teams in the event of an unexpected or prolonged time off. Now, she is on a mission to teach you how to maintain your business’s cash flow steady while you’re away.

 

 

Episode Highlights: 

  • What needs to be covered even when you’re away, and should you keep playing your part in the business?
  • How to create a proactive plan, and what is the importance of having a standard operating procedure?
  • Why is it significant to assess the roles and responsibilities within your organization?
  • What are the best ways and challenges in preparing your members before taking an extended break?
  • How to run trials, and what types of planning would be effective to empower and ensure your team has what they need?

 

 

To connect with Ms. Mary Beth Simone:



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 of 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

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