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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
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

Jan 11, 2023
Hey Group Practice Listeners! Do you want to supervise your interns to the next level, even during this crisis? Training interns could be challenging, especially if you can't see them face-to-face. We are honored to have again Dr. Tara Sanderson, a certified clinician who loves working with and talking about Anxiety, OCD, Perfectionism, and Burnout. She is also a trainer and supervisor of interns and pre-licensed folks. She will give her insights on how to have interns in your practice amid the pandemic. Episode Highlights: What advice can be given for practicums and interns at this time? Has the feedback on setting up an internship program changed since Covid? What are the pros and cons of administering an internship program during the pandemic? What to think about before starting one? Why do people set these programs up, and how is it beneficial for the new generation? To connect with Dr. Sanderson: You can visit her website at www.drtarasanderson.com. Or reach her through her social media accounts: @drtarasanders on Facebook, Twitter, and Instagram. 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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