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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: 2024
May 8, 2024

Are you overwhelmed by the idea of taking Medicare in your group practice?

You’re definitely not alone - so many group practice owners don’t accept Medicare because they’re confused about billing, CPT codes, Medicare documentation requirements, or need help streamlining their billing to maximize profits.

That’s why in this episode, Gabrielle Juliano-Villani and I talk about all the ins and outs of integrating Medicare into a group practice. We explored the potential hurdles and advantages, equipping you with the knowledge needed to make informed decisions about accepting Medicare.

Here's a rundown of what we covered:

  • Medicare basics: We started by breaking down the basics of Medicare, including who it serves and how it operates.

  • Administrative considerations: Gabrielle provided insights into the administrative side of Medicare, such as enrollment processes and compliance requirements.

  • Clinical implications: We discussed the clinical implications of accepting Medicare, including how it affects client care and therapist workload.

  • Aligning with practice vision: Gabrielle gave an overview of how to assess if accepting Medicare aligns with your practice's mission and values.

This episode is one you don’t want to skip if you’ve been considering accepting Medicare in your group practice. 

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 Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

Reset & Regulate Retreat

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Gabrielle Juliano-Villani:

GJV Consulting & Training Website

Medicare Consulting for Therapists Website

GJV Consulting Etsy

Instagram

Facebook group: Medicare Consulting for Therapists

Facebook group: Create an Abundant Group Practice

TikTok

YouTube

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

Apr 24, 2024

Have you ever wondered what it takes to be a visionary leader in your group practice?

In today’s episode, I dove into this very topic by sharing an article from the first issue of The Visionary magazine, our new quarterly magazine that's crafted specifically for us—the innovators and forward-thinkers of the mental health group practice world. 

As I review the article, I explore the core attributes of visionary leadership and how we can use this perspective to revolutionize our practices. Join me to be inspired to tap into your own visionary potential, and learn about topics like:

  • What it means to be a visionary leader in the mental health industry.

  • Strategies for shaping the future of our practices with innovative thinking and foresight.

  • The importance of inspiration and how it can empower us as leaders.

  • My personal reflections and advice on embracing your visionary potential.

I believe that each one of us has the capacity to be a visionary leader. It's my hope that it will help you harness your visionary abilities and understand the pivotal role you play in shaping the future of mental health group practice.

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 Visionary Magazine

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

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

 

Apr 10, 2024

Have you ever wondered how understanding your team's instinctive problem-solving styles could transform your leadership and enhance collaboration? 

In this episode, I had a conversation with Niki Ramirez from HR Answers about just that. We explored the Kolbe A™ Index and its impact on group practice leadership teams. Join our conversation to learn more about:

  • The essence of the Kolbe A™ Index and how it identifies our natural instincts for taking action.

  • An overview of the four action modes defined by the Kolbe A™ Index that influence our problem-solving approaches.

  • Personal reflections on our own Kolbe results and the insights gained from them.

  • The benefits that group practice owners can reap by acknowledging and valuing the diverse instinctive strengths of their teams.

  • Nikki's expert advice on how to effectively integrate Kolbe assessments into team development for a more inclusive and dynamic work environment.

My chat with Nikki was not only insightful but also a testament to the power of embracing the unique talents within our teams. I'm convinced that leaders who leverage tools like the Kolbe A™ Index are well on their way to fostering a more collaborative and successful practice.

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 Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

 

Connect with Maureen Werrbach & The Group Practice Exchange:

Website

Facebook

Instagram

LinkedIn

 

Connect with Niki Ramirez and HR Answers:

HR Answers Website

Niki’s LinkedIn

HR Answers Facebook 

 

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 27, 2024
Have you been diligently tracking metrics and setting goals for your practice, but are still stuck not seeing visible results?
 
In today's episode I took a deep dive into how to actually get your team to take action to make progress toward your practice’s goals. Because success doesn’t come from setting goals or tracking metrics; it comes as the result of the actions we take based on the information we gather.
 
In this episode, I focus on the importance of action in achieving our objectives as group practice owners. I discussed the significance of leadership meetings, not just as a formality, but as a platform to celebrate our successes, assess our journey, and activate our team for action. I also explain the need to distill our larger goals into smaller, more manageable tasks, setting quarterly and biweekly milestones to keep us on track. If you have some big goals for your group practice that you’re ready to set in motion, join me to learn more about:
 
  • The role of action in driving tangible progress and results within a group practice
  • Sharing an effective structure of leadership meetings that result in action taking
  • How to regularly assess where your team stands in relation to practice goals to help maintain focus and direction
  • Exploring the concept of breaking down large goals into smaller, manageable steps in your practice
  • Examples of how a practice might use their accountability tracker including examples of yearly goals, quarterly goals, and biweekly action items
 
Remember that setting goals is just the beginning. It's the consistent, deliberate actions we take that will lead you to success in your group practice. Let's keep moving forward, one step at a time!
 
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
Mar 13, 2024
Have you ever wondered what it looks like to tackle implementing accountability in a growing group practice? 
 
In this episode, I had a conversation with Abby Morgan, a fellow group practice owner who attended The Accountability Equation™ Accelerator in October. We dove deep into the complexities of instilling accountability within her expanding team at Sea Level Counseling & Wellness.
 
In our discussion, Abby opened up about the hurdles she's facing as her practice grows and roles within her practice change. We explored the critical role of clearly defining leadership roles and the shared responsibilities that come with them, particularly in the hiring process. This episode is a must-listen for anyone looking to enhance team performance and accountability through proactive communication and strategic leadership.
 
Join us to hear our chat where we covered:
  • The significance of clear role definitions within a leadership team to ensure everyone knows their responsibilities.
  • Strategies for effective hiring processes that align with your practice's accountability standards.
  • The benefits of leadership rotation in promoting empathy and collaboration among team members.
  • Emphasis on proactive communication and collaboration in addressing accountability issues.
  • Abby's pledge to keep accountability discussions at the forefront, recognizing their importance for sustainable growth.
 
This conversation with Abby was incredibly insightful, highlighting that as leaders, we must be intentional about fostering a culture of accountability. It's not just about growth; it's about growing right. Remember, a team that understands their roles and responsibilities is a team that can thrive. 
 
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:
 
About Abby Morgan:
Abby Morgan started her career in inpatient and community mental health after earning her Master of Social Work from Virginia Commonwealth University. With a passion for connecting with individuals with chronic mental illness, she later transitioned to private practice and outpatient clinics, where she witnessed the communication gaps among treatment providers and the neglect of work-life balance. In 2019, Abby founded Sea Level Counseling and Wellness with the mission of providing comprehensive trauma-informed services under one roof. Starting with a 1200 sq ft office and 1 employee, Sea Level Counseling and Wellness has grown to a 5100 sq ft space with 13 staff and 4 clinical partners, all trained in EMDR therapy. Looking ahead, Abby aims to establish a non-profit arm and expand community involvement through workshops and corporate wellness initiatives.
 
Connect with Abby Morgan:
 
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 28, 2024
Do you want to create a culture of accountability within your group practice, but not sure exactly where to start? 
 
In this episode, I share what true accountability looks like in your practice, and the first steps to take to begin setting up effective accountability practices. I explore how accountability is not just about keeping track of tasks, but about building a system that supports your team and your business. 
 
If you’re ready to take the first step to a thriving practice, join me to learn more about:
 
  • The importance of accountability in organizational culture and change management
  • The five essential components of the accountability equation and the significance of each step in creating a holistic accountability structure
  • Strategies for fostering effective communication, increasing engagement, and promoting teamwork
  • Tips for managing roles and responsibilities within your practice
  • Steps you can take right now to begin creating a culture of clarity, collaboration, and success
 
As you listen to this episode, I encourage you to take a moment to reflect on your own accountability structures. Are they serving you and your team effectively? 
 
If not, I invite you to take our quiz to assess your accountability needs and consider joining our upcoming group cohort. Remember, the accountability equation is more than a tool—it's a pathway to fostering a culture of clarity, collaboration, and growth in your group practice.
 
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
Feb 14, 2024
Have you ever experienced a time when achieving success didn't lead to the fulfillment and joy you sought?
 
In this episode, I have a heart-to-heart with Kasey Compton, a therapist, self-love advocate, and accomplished entrepreneur who has led four thriving businesses, propelling her mental health practice into multi-million-dollar territory. We chat about her latest book "In Search of You", which mirrors Kasey's personal quest for meaning beyond success. During our conversation, we uncover how her journey of self-discovery has enriched both her business and personal life.
 
Here's a snapshot of what we covered in our conversation:
  • Kasey opens up about the life experiences that led her to write "In Search of You," sharing her path as a high-achieving woman in search of something more fulfilling.
  • The importance of self-love and introspection when it comes to achieving fulfillment amidst the pursuit of success.
  • We delve into the core message of the book, which encourages women to embark on their own journeys of self-discovery to find deeper satisfaction in life.
  • Kasey’s approach to writing the book, including the challenges she faced and how she overcame them to bring her story to the page.
 
It was truly inspiring to hear Kasey's story and her mission to empower other women through her writing. If you're on a quest for personal fulfillment or know someone who is, I encourage you to read Kasey’s book "In Search of You". Remember, it's not just about what you achieve, but who you become in the process.
 
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 Kasey Compton:
 
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
Jan 31, 2024
Have you ever wondered what mistakes you might be making in your group practice?
 
 
I'm no stranger to the challenges that come with running a group practice. Trust me, I've made my fair share of blunders along the way. In this episode, I get real with you about some of the less glamorous sides of group practice ownership as I share the top ten mistakes that I’ve made as a group practice owner. I also tell you all about the insights and lessons I've learned so you can sidestep these common pitfalls. 
 
 
Here are some of the key topics I dive into:
  • The importance of having clear systems and processes in place
  • Learning to delegate and not micromanage your team
  • The significance of consistent and effective communication
  • Understanding the financial aspects of running a group practice
  • Recognizing the value of investing in your staff's development
  • Navigating the complexities of marketing a group practice
 
So if you want to learn from my experiences (the good, the bad, and the ugly), then this episode is a must-listen. I promise it's packed with value and maybe even a few laughs at my expense.
 
 
My hope is that by sharing my own missteps, you'll be able to navigate the management of your group practice with greater confidence and success. Because on our leadership journey, we’ll all make mistakes, but it's how we learn from them that truly counts.
 
 
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
Jan 17, 2024
Calculating insurance benefits and submitting insurance claims can often be a major pain point for both clients and group practice owners. But not anymore!
 
I am so excited to share a new tool that I’ve been using to take this burden off our shoulders: Mentaya. In this episode, I had the pleasure of chatting with Christine Li, the founder and CEO of Mentaya. We delved into how Mentaya’s features, like the instant benefits calculator and automated claim submission, are revolutionizing the reimbursement process, making it easier for therapists to manage private pay clients and for clients to get reimbursed. If you’re looking to streamline the claim submission process for your practice, you won’t want to miss this episode. Here's a snapshot of what we covered in our conversation:
  • Christine shared her transition from Google to founding Mentaya, driven by a desire to make mental health care more accessible and manageable.
  • How Mentaya’s platform is designed to alleviate the administrative burden on therapists and clients dealing with out-of-network benefits.
  • Highlighting how Mentaya's instant benefits calculator and automated claim submission service streamlines the reimbursement process.
  • I share my own experience with Mentaya in my practice, noting how it has positively impacted my ability to attract and retain private pay clients.
Christine's work with Mentaya is a testament to the power of innovation in making therapy more accessible and less daunting for everyone involved. Don't forget to take advantage of the promo code for your free trial and experience the difference for yourself!
 
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
Jan 3, 2024
Have you ever wondered what it takes to be a visionary leader in group practice?
 
In this episode, I dive deep into the transformative power of visionary leadership in group practice. I walk you through the shift from being clinician-centric to becoming a visionary at the helm of your business, explore the hurdles you might face in staying true to your visionary path, and highlight the immense benefits that visionary leadership can bring to your business's growth and your team's cohesion. Here are the key topics I covered in this episode:
 
  • The transition that leaders need to make from focusing solely on clinical work to adopting a broader, visionary approach to running their practices.
  • Common challenges that come with maintaining a visionary focus, including balancing day-to-day operations with long-term strategic planning.
  • The positive impact of visionary leadership on business performance, including improved decision-making, innovation, and team engagement.
  • Introduction of Visionary Magazine, a publication dedicated to empowering group practice leaders to think and act like visionaries.
  • Sharing how I prioritize and structure time for visionary work. 
 
By nurturing your role as a visionary, you'll be better equipped to inspire your team and steer your practice toward a future filled with success and fulfillment. Remember, being a visionary isn't just about having a dream; it's about making that dream a reality for you, your team, and your practice.
 
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
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