Hey Group Practice listeners!

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

In this episode she discusses:

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

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

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

Hey Group Practice listeners!

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

In this episode she discusses:

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

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

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

Hey Group Practice listeners!

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

In this episode she discusses:

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

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

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

Hey Group Practice listeners!

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

In this episode I discuss:

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

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

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

Hey Group Practice listeners!

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

In this episode I discuss:

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

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

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

Hey Group Practice listeners!

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

In this episode we discuss:

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

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

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

Hey Group Practice listeners!

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

In this episode we discuss:

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

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

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

Hey Group Practice listeners!

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

In this episode I discuss:

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

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

Hey Group Practice listeners!

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

In this episode I discuss:

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

Hey Group Practice listeners!

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

We’ll discuss:

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

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

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

In this episode, we discuss:

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

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

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

In this episode, I discuss:

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

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

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

In this episode, I discuss:

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

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

Hey Group Practice listeners!

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

We’ll discuss:

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

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

Hey Group Practice listeners!

In this coaching episode, Taína Amaro and I will be talking about how to get going with launching your group practice when panic mode has you paralyzed.

We’ll discuss:

• how to know that you're hiring the right person
• how to know that it's the right time to move forward
• how to push past doubt + fear
• learning to see growth as small micro-steps
• aligning your vision with your resources

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.

Hello group practice listeners! In this episode, I sat down with AImee Kotrba, owner of Thriving Minds Behavioral Health, to chat about bringing intensive therapy models to your group practice.

This episode is packed with so much good information! Here's what we discuss:

• what intensive therapy models can look like (intensive summer camp, individual intensive, intensive school therapy, etc.)
• the reasoning behind switching to an intensive therapy model
• how Aimee decided that this was the right fit for her practice
• obstacles to developing this kind of therapy model (scheduling, what happens after the intensive, exhaustion, etc.)
• benefits of running intensive therapy programs (cost-effective, helps with busy schedules, individualized attention, etc.)
• how this model works with insurance companies
• how to present this type of model to clients and families
• marketing methods for this type of therapy model
• how to prepare clients and families for an intensive
• the follow-up process after an intensive
• individual vs group intensives
• difference between billing intensives vs individual sessions
• how to compensate staff for intensives
• how staff feel about intensives
• liability considerations for this type of therapy
• managing client and family expectations

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.

Hello Group Practice Listeners! In this Tip of the Day episode, I'm talking about onboarding + the first 90 days of employment for any new staff. 

In this episode, I discuss: 

★ How to set your staff up for success
★ Having conversations with staff about expectations + fit
★ Learning to offer alternative options
★ Prioritizing training + follow up trainings for new staff
★ Checking in with onboarding coordinators to evaluate fit of new staff

★ Reframing thoughts to prioritize success of your staff + practice

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

Hello group practice listeners! In this episode, I dive into the topic of profit sharing.

In this episode, I discuss: 

• different ways that group practices use profit sharing
• how I like to think about profit sharing
• how to integrate profit sharing with Profit First
• getting creative with how to pay your superstar employees
• one simple example of how to structure profit sharing in your
• group practice
• how profit sharing can work year to year

Have you implemented profit sharing in your practice to incentivize your clinicians? Let me know how it works in your practice!

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

Hi Group Practice Listeners! In this Tip of the Day episode, I'm talking all about

I discuss:
★ what a performance improvement plan is
★ what should be inside a performance improvement plan
★ when a performance improvement plan is necessary
★ how to communicate the performance improvement plan


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.

Hi Group Practice Listeners! In this Tip of the Day episode, I'm talking all about finding + growing good leaders in your practice.

I discuss:
★ the progression of leadership within your practice
★ learning to trust as a group practice owner + being able to let go
★ the difference between delegating + deciding
★ communicating the "whys" behind your policies, procedures + systems
★ how + why to use your leadership team as a sounding board


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.

Hi everyone!

In this Tip of the Day episode, I'm talking about a book that I recently read called The Ideal Team Player: How to Recognize and Cultivate The Three Essential Virtues by Patrick M. Lencioni.

This book was recommended in the Facebook group and I finally got the chance to read through it, and I really found a ton of awesome nuggets of information.

I value reading good leadership books to grow as a group practice owner, and so anytime I read an amazing book, I like to give that recommendation out to other group practice owners so that you can use that time to read a little bit and learn how to lead a little bit better!

In the episode, I discuss:

• three things to look for to find your ideal team players (therapists, employees, admins, etc.): hungry, humble, and smart
• a summary of the book
• how to tell if someone is hungry, humble, and smart in your group practice
• how to apply these ideas specifically to a group practice setting
• an exercise to map out where your current team players fall in these categories
• what I got out of the book

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.

Hey Group Practice listeners! In this episode, I talk with Rebecca Stone all about emotional support animals.

Here's what we'll discuss:
✔️How are emotional support animals different than service animals?
✔️How are emotional support animals different than therapy animals?
✔️Are there specific trainings/assessments clinicians should be using before writing an ESA letter?
✔️What are recommended training courses?

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.

Hey Group Practice listeners! In this real talk episode, Amy Parks and I go deep on Shiny Object Syndrome and how it relates to group practice owners specifically.

Here's what we'll discuss:

• what shiny object syndrome is
• how social media plays into shiny object syndrome
• the temptation to always get the next best thing
• when it's worth it to make changes
• taking the time to find the ease within yourself
• ideas for how to combat shiny object syndrome
• looking vs. doing

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.

Hey Group Practice listeners! In this interview episode,Greg Higdon and I will be talking about five mistakes group practice owners make when doing their bookkeeping.

Here's what we'll discuss:

★ Greg's business Grow Your Books
★ Common bookkeeping mistakes
★ +The importance of bookkeeping software

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.

Hey Group Practice listeners!

In this interview episode, Ajita Robinson and I will be talking about how to get started with passive income in your private practice. Here's what we'll discuss

• what passive income is
• pajama profit ideas
• how to monetize your space + knowledge
• licensing materials vs. ecourses
• how to protect your intellectual property
• marketing your passive income streams
• heart centered vs. data centered pitches

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.