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August 13, 2025 25 mins

Are your notes putting your practice at risk? 

Skipping a HIPPA compliance checklist or letting sloppy therapy documentation slide could cost you big - legally, financially, and ethically. In this episode of The Group Practice Exchange Podcast, I'm joined by Dr. Tiana Kelly, who's here to help you strengthen your compliance practices, streamline your counseling documentation, and make sure your systems (and team!) are protecting your clients and your business.

We're covering what you actually need in your HIPPA compliance checklist, how to spot the most common therapy documentation mistakes before they snowball, and why having the right therapy documentation software can make all the difference. 

Here's what you'll learn in this episode:

  • The most common compliance gaps in group practices - and why skipping your HIPPA compliance checklist isn't worth the risk.
  • How to avoid the top counseling documentation mistakes Dr. Kelly sees over and over in chart audits.
  • Why timeliness in therapy documentation isn't just a nice-to-have (and what to do if you've fallen behind).
  • The features you should look for in therapy documentation software to make compliance easier on your whole team.
  • How to implement new compliance policies without overwhelming your clinicians or disrupting client care.

If you've ever wondered, "Am I doing enough to protect my practice?" this conversation will give you the clarity - and actionable steps - you need. Compliance doesn't have to be intimidating, and your HIPPA compliance checklist, counseling documentation, and therapy documentation software can work together to keep you safe and efficient.

 

LINKS:

Need extra support? Join The Exchange, a membership community just for group practice owners. 

The Group Practice Exchange Programs + Courses

The Accountability Equation™ Quiz

The Accountability Equation Book

Group Practice Forecasting Support GPT

 

CONNECT WITH MAUREEN WERRBACH & THE GROUP PRACTICE EXCHANGE:

Website

Facebook

Instagram

LinkedIn

 

CONNECT WITH DR. TIANA KELLY:

Website

Instagram

Facebook

LinkedIn

 

SPONSORS:

TherapyNotes: An EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. Go to therapynotes.com/r/thegrouppracticeexchange for two free months! 

GreenOak Accounting: An accounting firm that specializes in working with group practices. Mention TGPE to get $100 off your first month!

 

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