Podcasts about ehrs

In today's episode, I chat with Abundance Party member Jo-Ann, who niches in women diagnosed later in life with ADHD, about why her marketing isn't quite matching her ideal client yet. We talk through why networking with psychiatric practices & testing psychologists is worth doubling down on since it's already working for her, why YouTube & Instagram may not be the right fit unless she genuinely loves creating content, & how to speak directly to her ideal client's daily overwhelm (aging parents, kids, & the grief of a late diagnosis) instead of getting caught up comparing herself to the bigger ADHD conversation happening online.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Your practice is full or nearly full, and you're miserable. Check out Limitless Practice! Doors for our fall cohort are open now through August 28th. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/lp    Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party     Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

You just found out you're pregnant & your second emotion is panic about your practice. Nobody tells you about the business side of this & there is a lot to figure out. In today's Ask Abundance, I'm joined by Rebecca Smith. Four kids between us, both in private practice. We know some things & we're sharing all of it, what we did right, what we'd do differently, & how to actually protect your income & your clients without losing your mind.    Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Your practice is full or nearly full, and you're miserable. Check out Limitless Practice! Doors for our fall cohort are open now through August 28th. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/lp    Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party     Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

In today's episode, I chat with Abundance Community member Heather, who's three years into private practice, full at 25-27 clients a week, but working harder than she wants to. We dig into why increasing her private pay visibility, raising her rate, & taking insurance off her website will move the needle way more than hiring a clinician, subleasing office space, or building a course. We also talk about sliding scale and why it's worth sitting with what you actually want for your practice instead of what you think you "should" want.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Your practice is full or nearly full, and you're miserable. Check out Limitless Practice! Doors for our fall cohort are open now through August 21st. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/lp    Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party     Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

For many speech-language pathologists, occupational therapists, and myofunctional providers, billing and documentation feel like navigating an ever-shifting maze. Between selecting appropriate CPT codes, justifying medical necessity, and adhering to strict scope-of-practice guidelines, clinicians often struggle to ensure proper reimbursement while remaining compliant.In this episode, Hallie Bulkin breaks down the essential mechanics of billing for myofunctional therapy services. She addresses common points of confusion around core codes - such as CPT 92526 (treatment of swallowing dysfunction and/or oral function for feeding) and 92507 (speech/language treatment) - and offers practical strategies for documenting functional gains accurately.Hallie also previews upcoming CPT code updates slated for 2027, shedding light on how these structural changes will impact private pay practices, electronic health records (EHRs), and clinical workflows. Whether you are navigating insurance reimbursement or operating an out-of-network practice, this episode equips you with the clarity needed to code with confidence and integrity.Key Topics & TakeawaysDeconstructing CPT 92526 vs. 92507: Clarifying the distinct clinical applications for swallowing/feeding dysfunction versus speech and language treatment.The 2027 CPT Code Shift: Preparing your practice, EHR templates, and clinical documentation for upcoming coding structure changes.Scope of Practice & Provider Eligibility: Understanding state licensing, board regulations, and billing qualifications across different therapeutic disciplines.Defensible Documentation: Crafting objective, function-focused clinical notes that justify medical necessity and withstand insurance audits.Out-of-Network & Private Pay Strategies: Equipping cash-pay practices with accurate super/ superbill documentation to help patients seek reimbursement seamlessly.Soundbites"A CPT code isn't just a billing number - it is a translation of your clinical documentation and direct scope of practice.""When preparing for coding changes, proactive documentation systems protect both your practice and your patients.""Bill for what you treat, document what you see, and ensure every note clearly establishes functional necessity."Timestamps 00:00:00 - 3 Verification Steps Before Coding00:04:23 - Deep Dive: Myo & CPT Code 9252600:06:37 - Reporting 92526 & 92507 Together00:09:45 - Provider Scope & License Boundaries00:13:47 - Dental Hygienist (RDH) Reimbursement Reality00:15:53 - Strong vs. Weak Documentation Examples00:18:16 - Private Pay & Superbill Responsibilities00:19:42 - 2027 Deletion of 9250700:20:47 - Why 92507 Was Flagged by AMA/CMS00:26:26 - Private Practice Transition Strategy00:27:43 - Clinical Reasoning vs. Endless Exercises00:29:01 - Immediate Action PlanLinks & ResourcesFast Myo Screening Tool: Streamline your intake documentation and baseline evaluations at FastMyoScreening.com.WORTH A LISTEN: CONTINUE YOUR JOURNEYScreening vs. Assessment vs. Treatment: Why Every Clinician Needs to Know the Difference.How Root Cause Assessment Changes Feeding and Speech Outcomes.STAY CONNECTED

In today's Ask Abundance, I'm joined by Rebecca Smith & we're chatting about filling your practice & hating your schedule. Turns out you're more stuck in your head than in your actual situation, it's codependency not logistics, & there's absolutely a way to fix it without blowing everything up. We get into what that actually looks like & why so many full therapists stay stuck way longer than they need to.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help filling your practice? Check out the Abundance Party (only $69/mo!). Included are courses, monthly trainings with industry experts, monthly group calls with me and opportunities to snag a free 30-minute 1:1, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party   Your practice is full or nearly full, and you're miserable. Check out Limitless Practice. Waitlist members get early access before doors open to everyone else on August 17-21. Just 10 spots. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/limitlesswaitlist  Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

I chat with Abundance Party member Zack about reorienting his practice while grieving the loss of his father, covering when to raise rates versus focus on networking, why discovery call no-shows are becoming more common, using AI search tools to get found by ideal clients, and why personal relationships will always beat VC-backed platforms on referrals.    Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party   Your practice is full or nearly full, and you're miserable. Check out Limitless Practice. Waitlist members get early access before doors open to everyone else on August 17-21. Just 10 spots. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/limitlesswaitlist    Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

Executive Summary Insurance companies are moving fast on agentic AI, and Aetna is one of the clearest examples of what that looks like in production. In this episode, Nathan Frank, Chief Digital and Technology Officer at Aetna, the insurance business of CVS Health, explains how AI agents are cutting administrative burden for nurses, why Aetna refuses to use AI for care denials, and what it will take to give every member their own AI health agent within the year. Key Takeaways Aetna's AI agents pull data from multiple platforms, providers, and EHRs to prepare clinical notes automatically, giving the company's 12,000 care management nurses 90 minutes back per day. Aetna does not use AI to deny care. Nathan Frank draws a hard line here: AI supports auto-approvals and administrative work, but clinicians review any case with missing information. 84% of providers in Aetna's annual survey believe AI and agentic AI will lead to better outcomes, a signal the company is using to justify deeper investment in interoperability and clinical data exchange. An early version of an AI scheduling agent is already in production, handling the "homework" of booking appointments. Nathan expects a fully autonomous AI health agent for members within the next year. Model cost management is becoming a core discipline: Aetna is routing workflows to lower-cost models where possible instead of defaulting every task to frontier AI. Links and Resources Connect with Arundhati Parmar aparmar@medcitynews.com Arundhati Parmar (@aparmarbb) on X — https://twitter.com/aparmarbb?lang=en MedCity News — https://medcitynews.com/ Keywords agentic AI healthcare, Aetna AI, Nathan Frank Aetna, CVS Health AI, AI in health insurance, ambient listening healthcare, AI care management, administrative burden AI, health insurance AI trust, AI claims processing, AI appointment scheduling, health plan AI agents, payer AI strategy, CVS Health Ventures, AI model cost management, interoperability healthcare AI, AI care denials, MedCity Pivot podcast, healthcare AI startups, member experience AI Episode Highlights [00:03:00 - 00:04:00] How Aetna's AI agents pull data from multiple EHRs to prepare clinical notes for nurses before patient visits [00:04:00 - 00:04:30] The result: 90 minutes back per day for clinicians, redirected to patient care, not homework [00:06:00 - 00:07:00] Aetna's 10-plus years of AI and machine learning history, and its 3,000 data scientists [00:12:00 - 00:12:30] Nathan Frank's direct statement: Aetna does not use AI to deny care [00:13:00 - 00:13:30] The provider survey finding that 84% believe agentic AI will lead to better outcomes [00:16:00 - 00:17:00] How Aetna sorts signal from noise among healthcare AI startups [00:21:00 - 00:22:00] An early version of the AI scheduling agent is already live, with a fully autonomous member health agent expected within the year

In today's Ask Abundance, me and Rebecca Smith, Ph.D. are talking about what to do when you're seeing 32 clients a week and can feel yourself burning out. Rebecca's been there too, and she walks through the exact math that got her from 35 sessions a week down to 20 without losing income. We get into raising your rates, why more clients stay private pay than you'd think, and the number that actually makes reducing your caseload realistic.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. THIS WEEK ONLY: Snag 6 months of the Party for $299 (instead of $414). You'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party   Your practice is full or nearly full, and you're miserable. Check out Limitless Practice. Waitlist members get early access before doors open to everyone else on August 17-21. Just 10 spots. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/limitlesswaitlist    Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.  

Why Self-Insured Employers and Clinicians Keep Missing Each Other, With Suhas Gondi, MD. The Sleeping Giants of Healthcare: Why Employers and Clinicians Keep Missing Each Other. Episode 523. Dr. Suhas Gondi, MD, MBA, chief medical officer at Health Strategy and an attending physician at Massachusetts General Hospital, co-wrote a New England Journal of Medicine article — "A Sleeping Giant of Health Care Affordability—Self-Insured Employers" — because most clinicians, he found, have little idea a self-insured employer, not an insurance carrier, is the one actually paying for their patients' care. Talking with Stacey Richter, Dr. Gondi argues that self-insured employers and clinicians are both "sleeping giants," each holding real power over cost and access, who rarely communicate directly — leaving patients caught in the gap. WHAT YOU'LL LEARN ✅ Why Dr. Suhas Gondi and his NEJM co-author, Zirui Song, MD, PhD, wrote for clinicians who, they found, have little sense that a self-insured employer — not the carrier name on the card — actually pays for a patient's care ✅ How a GLP-1 prescription can get denied at the pharmacy counter even after a clinician verifies coverage, because the employer has quietly moved GLP-1 coverage exclusively through a single third-party prescribing and coaching vendor ✅ Why GLP-1 spending alone can push a self-insured employer's pharmacy costs up 9% to 20% in a year, and why the roughly eight-year payback period employers are counting on assumes patients stay adherent far longer than most actually do ✅ How oncology site-of-care steering — an employer declining to pay a roughly 40% premium for infusion at a hospital-owned center instead of a physician's office — can look to the patient and oncologist like a denied cancer drug ✅ Why Dr. Gondi says EHRs like Epic are built to optimize revenue for hospital-system customers, not to surface a lower-cost site of care for patients or plan sponsors ✅ Dr. Gondi's advice for closing the gap: clinicians and employers should communicate directly, especially before a coverage change lands on patients, rather than assuming direct contracting is the only fix WHY THIS MATTERS Roughly half to 60% of the US population has commercial insurance, and nearly three-quarters of large employers self-insure that coverage — yet most clinicians have no visibility into the plan-level decisions those employers make, and most employers have no channel to explain those decisions to the doctors whose patients are affected. Both sides, Dr. Gondi says, usually believe they're doing the right thing — covering the GLP-1, covering the cancer drug — and the patient still gets lost in between. Closing that gap doesn't require full direct contracting, he argues, just employers and local provider groups actually talking to each other before a coverage change lands on a patient, not after. MENTIONED IN THIS EPISODE Study: New England Journal of Medicine article, "A Sleeping Giant of Health Care Affordability—Self-Insured Employers," by Suhas Gondi, MD, MBA, and Zirui Song, MD, PhD EP406 with Lauren Vela: Apple Podcasts | Spotify | Other Apps EP519 with Lisa Rosenbaum, MD: Apple Podcasts | Spotify | Other Apps EP509 with Patrick Nelli: Apple Podcasts | Spotify | Other Apps EP494 with Sarah Emond: Apple Podcasts | Spotify | Other Apps EP501 with Ivana Krajcinovic, PhD: Apple Podcasts | Spotify | Other Apps EP468 with Matt McQuide: Apple Podcasts | Spotify | Other Apps Article: Acquired's episode on how Epic quietly powers American healthcare === LINKS ===

In today's episode, I chat with Dr. Ann Krajewski, PsyD, about building a private practice while living abroad. We bust the big myths: that it's illegal, that malpractice insurance won't cover you, that virtual practices can't be profitable, that living abroad is expensive, & that time zones make everything too complicated. Ann's actually done this, in Morocco, Thailand (where she gave birth for way less than most people's deductible), & beyond, & she talks about how seeing way fewer clients can still mean living really well. Consider this your permission slip to start fantasizing about running your practice from somewhere with an olive grove. PS: Abundance Party members, Ann is our expert trainer for August! Find details on her August 19th training in your portal or in the private Facebook group.    Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. THIS WEEK ONLY: Snag 6 months of the Party for $299 (instead of $414). You'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party   Your practice is full or nearly full, and you're miserable. Check out Limitless Practice. Waitlist members get early access before doors open to everyone else on August 17-21. Just 10 spots. Whatever's holding you back (getting off insurance panels, changing your niche, raising your rates, etc.), you'll get a personalized strategy to work through it, plus weekly group calls and monthly 1:1s with Allison: https://www.abundancepracticebuilding.com/limitlesswaitlist 

Two months after opening Amity Creek Primary Care in Duluth, Minnesota, Dr. Nyasha Spears returns to My DPC Story with the real numbers, the real costs, and the parts of a Direct Primary Care startup nobody puts on a slide.She and her DPC partner Dr. Kristin Lusian hit 130 patients six weeks in, with no advertising beyond a website and word of mouth. As of June they are covering overhead, rent, and debt payback, though they are not paying themselves yet. Meanwhile the non-compete case that made the opening possible is still moving. Her former employer appealed the temporary injunction and filed a motion to stay, so Dr. Spears is funding an appellate defense while building a brand new practice from scratch.In this episode:What a non-compete fight really costs, and what physicians considering the legal path should prepare for financially and emotionallyWhy keeping membership prices low was a boundary decision, not only a pricing decisionHow she handles patients wanting care her practice does not offer, and when "no" beats "yes, with limits"The justice and equity case for DPC, and why she is focused on patients who fall through the safety nets rather than on replacing Medicare and MedicaidBoring wins worth celebrating: custom patient ringtones so calls stop landing in personal voicemail, decoding hospital lab orders with CPT and ICD codes, and 12 successful blood draws in five weeksTwo-physician cross coverage, planning the first vacation, and the schedule she rebuilt once her husband started working three days awayKeeping skills sharp with journal club, procedures, and actually reading againWhy she says the more DPC the better, even in her own cityMaryal also shares how Big Trees MD partnered with Calaveras County Health so uninsured patients get same-day help, including one patient who went from panicking about medication access to picking up a prescription within eight hours.If you are weighing a non-compete, pricing your memberships, or wondering whether patients will actually come, this conversation is the honest version.Resources mentioned:Amity Creek Primary Care: amitycreekclinic.com Advocacy with the DPC Coalition: dpcare.org Big Trees MD: bigtreesmd.comFind your starting point at mydpcstory.com, from the free startup checklist to the Physician Owner's Planner built for the business side of your practice.Leave Maryal a voice message at mydpcstory.com/contact. Your question or win could be featured on a future episode.Follow @mydpcstory and please leave a five star review on Apple Podcasts so more physicians find these stories.Cooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze. Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

In today's Ask Abundance, me and Rebecca A. E. Smith, Ph.D. are talking about whether an in-person office is actually worth it. Rebecca went from "I'm never leaving my house" to signing an office lease, and started seeing new referrals almost right away. We get into what changed, why it worked, and the one part of having an office she genuinely didn't see coming. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help filling your practice? Check out the Abundance Party (only $345 -or- $69/mo with a 6-month minimum commitment!). Included are courses, monthly trainings with industry experts, monthly group calls with me and opportunities to snag a free 30-minute 1:1, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party   Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche  Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

uPerform discusses role-based training, in-application guidance and just-in-time learning to assist healthcare organizations in improving adoption of EHRs and other enterprise software

In today's episode, I chat with Abundance Party member Stephanie, a school counselor of 16 years who's transitioning into private practice across two states. She loves working with tweens & teens navigating friendship drama, but was getting jumbled trying to niche down without losing the variety she loves. We talk through her niche, why she shouldn't undercharge just because she's on the cheaper side of a state line, & how to talk directly to teens (& their parents) on her website.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party   Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

Fragmented Legacy Data Causes Burnout. Smart Archiving Restores Patient Safety.Keeping a dozen old EHRs alive is a massive technical debt. It is also a major patient safety risk.Healthcare IT Today sat down with Justin Campbell from RLDatix to uncover the reality of legacy data management. Campbell explains how modernizing your data archives directly reduces clinician burden. He details how applying artificial intelligence to old records and incident reports uncovers workflow breakdowns that humans naturally miss. You will learn how to turn dead data silos into active risk mitigation tools.Are your clinicians still hunting through multiple legacy systems for patient history? Tell us how you are solving this in the comments below.

Recorded LIVE on the floor at the AAFP Co-sponsored DPC Summit in New Orleans, Dr. Angela Andrews of Direct Primary Care of West Michigan and Dr. Nicholas Jones of Clear Health Direct Primary Care in Eugene, Oregon sit down with Dr. Maryal Concepcion for an honest roundtable on what changes between year one and year three of direct primary care practice ownership.Both opened in November 2023. Both came to New Orleans with a list. What they say out loud is what most physicians only think: the workflows you built on day one and never revisited, the boundaries you are usually the first to cross, and the succession question this movement has not solved yet.IN THIS EPISODEPhysician owned regional DPC networks, and using them for call coverage, internal locums, and physician funded startup loans instead of banksWhy you do not need a nonprofit to do nonprofit workRevisiting the workflows you built when you were solo, and what to automate, eliminate, or documentEmployers as the next phase of DPC growth, and the arrival of employed DPC positionsBoundaries, moral injury, and why the physician is usually the first one to violate the boundaryHow to handle one star reviews and trolls without losing your weekendSuccession planning, and what happens to patients when a DPC physician gets sick or closesOregon's corporate practice of medicine law, the non compete ban, and what advocacy looks like when you own your practiceGetting onto your state chapter committees, and why DPC needs representation at AAFP and state academiesSpouses, kids, and the family roles that quietly keep practices runningChoosing an EHR you will not have to leave in three yearsMENTIONED IN THIS EPISODEDr. Emily Holt, Dr. Esther Khatibi, Dr. Julie Gunther, Dr. Timothy Blain, Dr. Phil Eskew, Dr. Jill Scherer, Dr. Clodagh Ryan, Dr. Neil Douglas, Dr. Hailey Miller, Dr. Amy Tressan, and Shaunna SandersRESOURCESThe Toolkit Magazine, including this year's Battle of the Support Stack and last year's Battle of the EHRs: toolkit.mydpcstory.comThe Physician Owner's Planner Limited First Edition Bundle: mydpcstory.com/shopPHYSICIAN OWNER'S PLANNER BUNDLEFifteen available. Each one includes the printed Physician Owner's Planner in a binder, the digital bundle with our Medicare and Medicare Advantage Open Enrollment Guide, the yellow "Insurance is not healthcare" T-shirt, and a personal website review from Dr. Maryal Concepcion and Nathalia Hyland, head of marketing and strategy at My DPC Story. Limited shirt sizes remain. mydpcstory.com/shopCooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze.  Hint AI helps you move faster through every stage of the patient visit. Hint AI Chat lets you ask questions about a patient's chart and instantly surface relevant notes, labs, and clinical history. Learn more at hint.com/ai.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

Rebecca Smith joins me today to answer a listener question: why do I say social media isn't necessary for marketing, but Abundance Practice Building still has an Instagram presence? We get into who social media actually works for, why a huge following doesn't guarantee a full caseload, why the same content can flop on TikTok & take off on Instagram, & how platforms like YouTube can help people choose you even when they're not bringing in new clients directly. Grab today's free worksheet, Common Marketing Strategies for Therapists, via the links below. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help filling your practice? Check out the Abundance Party (only $345!). Included are courses, monthly trainings with industry experts, monthly group calls with me and opportunities to snag a free 30-minute 1:1, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party   Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

In today's episode of the Abundant Practice Podcast, I chat with Abundance Party member Rachel about why raising her rate backfired, and it wasn't the number that was the problem. Rachel built part of her practice around clients who kept finding her by accident, at the expense of the ones she'd clone ten times over if she could. We talk about how to tell the difference between a real niche and a topic that just happens to bring people to your door, why "financial therapy" was filling her calendar with the wrong clients, and how to get specific enough about your ideal client's breaking point that the right people stop hesitating and book.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party  

LORI PRESTESATER SPENT HER CAREER BUILDING COMPANIES AND RUNNING P&LS. THEN SHE JOINED A 175-YEAR-OLD INSTITUTION AND ASKED WHAT IT COULD BECOME. Laurie McGraw sits down with Lori Prestesater, former Senior Vice President of Health Solutions at the American Medical Association, on the eight years she calls the pinnacle of her career, and the transition out of it. Most people would not describe the AMA as a high-growth opportunity. Lori came from payers, provider groups, and high-growth technology, and took on the work of turning a traditional publishing organization — one that put out books, codes, and data formats — into a data organization. She is candid that the hard part was never the technology. It was culture, change management, and leading by influence rather than authority, including with the physician volunteers who sit nowhere on an org chart. The conversation also goes where most leadership interviews do not: what happens when a woman who worked seven days a week and put herself last finally has to decide what she wants next. In this episode: - Why a high-growth executive chose a 175-year-old association, and what surprised her when she arrived - The CPT code set as the backbone of revenue cycle, and why it has to evolve as medicine does - CPT Intelligence — built on a private large language model, with content tagged using graph database technology — and how it supports autonomous coders, EHRs, payers, and prior authorization - Why the biggest challenge in any transformation is cultural, not technical - Building the data labs team with Sandeep Dhamale, and the platform he left behind - The credentialing product launched during her tenure: under two years in market, just under 150 customers, deployed across just under 700 locations, with customers reporting up to a 30% reduction in physician onboarding time - Six months to see a primary care physician in San Francisco, and why an incredibly cumbersome application process compounds the shortage for patients, health systems, and physicians alike - Taking the complex and making it simple — the skill she undervalued early in her career - Putting mission first when your instinct is growth: the art and science of medicine for the betterment of public health - Handing Health Solutions to Jeremy Knight, and why she believes he is better suited to the next chapter - Advising AMA CEO Dr. John Whyte on special projects during her transition - Moving back to Colorado after years of not living in the same state as her husband - Moving her mother, who just finished her term as board chair of a hospice organization at 88 - A new grandchild, a daughter navigating new motherhood, a newly married son - Where board work fits into what comes next, after years spent on the staff side of the table - Women Business Leaders, and the principle at its core: who mentors the mentors? - Why senior leadership gets lonely, and why you need people for the good times and the bad - The book Ask For It, and why she has given it to so many young women - Her closing advice: be confident, talk less and listen more, know your superpowers, backstop your weaknesses, and build a network that will advocate for you when you struggle to advocate for yourself Inspiring Women with Laurie McGraw.

In response to the COVID-19 pandemic, healthcare organizations accelerated investments in EHRs, interoperability, and digital health infrastructure. These investments laid the foundation for a more connected healthcare ecosystem where data flows freely, patients can access care more easily with virtual visits, and remote patient monitoring enables earlier intervention and better care management. Join HIMSS President and CEO Hal Wolf as he discusses how the future of healthcare is expanding beyond the classic brick and mortar model. 

From physician assistant to DPC physician, Dr. Reid Lancaster took the long road on purpose. In this episode of My DPC Story, he sits down with Dr. Maryal Concepcion to trace his journey from PA to DO and the moment a three-minute news clip about direct primary care planted a "worm in his brain" he couldn't shake.Dr. Lancaster is the founder of Ethos Modern Medicine in La Quinta, California, just outside Palm Springs in a community as economically diverse as almost anywhere in the country. He shares why he chose to become a physician rather than practice independently as a PA, the honest differences he sees between PA, NP, and physician training, and how residency shaped what he can now do for his patients in primary care.This conversation is packed with practical wisdom for anyone weighing a DPC of their own. Dr. Lancaster opens up about the naysayers he faced through medical school and residency, the mentors who pushed him to "cash in" on a traditional job, and the wife who kept the dream alive when the doubt crept in. He also reflects on the business side he never trained for, from California compliance surprises to the taxes and systems that fall through the cracks in year one and beyond.You'll hear the real stories behind the lessons: the AI answering service named Jarvis that tanked his consults by 80 percent, the patients stuck in referral limbo despite having insurance, and the goals he wrote down before opening that he rediscovered in an old drawer. Dr. Lancaster makes the case that mistakes are lessons, that hiring a little earlier than feels comfortable can accelerate growth and protect your quality of life, and that clear boundaries set upfront are what keep DPC sustainable.Now three and a half years in and effectively full at 600 patients with no marketing, Dr. Lancaster reflects on what growth looks like from here, the working partnership he's exploring with PAs and NPs in the DPC space, and why the local coffee shop model, not the franchise, may be the future of direct primary care.Whether you're a pre-med student, a resident or a physician eyeing the exit from fee-for-service, or a DPC owner thinking about your next step, this episode is a reminder that you've done hard things before and you can do this too.Head to mydpcstory.com to find your starting point, and come say hi at the AAFP co-sponsored DPC Summit in New Orleans.Meet the My DPC Story team at DPC Summit NOLA! Summit bundles are live: HERE the Physician Owner's PlannerThe "insurance is not healthcare" teeA digital tool bundle for your practice A website reviewA 50% off our $350 Patient Explainer VideoPlus a chance to win an hour with Dr. Concepcion.  Cooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze. Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

On today's Ask Abundance, Rebecca Smith (Limitless Practice grad) & I get into something I see people struggle with constantly: knowing whether you're actually ready to leave your agency job, or just desperate to escape it. This week's question: "I've been at my agency job for four years & I can't tell if I'm staying because it's smart or because I'm scared to leave."   Emotional readiness & financial readiness are two totally different conversations, & waiting to feel ready is how people stay stuck for years. We talk through choosing your hard, what real financial preparedness looks like in 2026, & why building on the side, even though it's more than full time work, is still the smartest path for most people. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party (only $345!). Included are courses, monthly trainings with industry experts, monthly group calls with me, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party   Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

In today's episode of the podcast, I speak with Gabrielle Juliano-Villani, LCSW, about taking Medicaid & Medicare in private practice, & why it's not as terrifying (or as poorly paying) as you might think. We bust some big misconceptions: the rates are actually decent in a lot of states, the clients are great (let's stop blaming a population for systemic issues), & compliance is very doable with good systems in place. We also cover what community mental health got wrong, the extra codes you may be able to bill, & why these clients might be exactly who fills that 10am Wednesday spot you've been staring at. If you've written off Medicaid & Medicare, this conversation might open your eyes.  Learn more at medicareconsultingfortherapists.com, instagram.com/gjvconsulting, and gabriellejulianovillani.com. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party. For only $345, you'll get access to on-demand courses, trainings, scripts, templates, plus monthly group calls and 1:1 opportunities: https://www.abundancepracticebuilding.com/party  

When Dr. Timothy Blain opened his direct primary care practice in the middle of COVID, he finally felt like a “real doctor” again — after two decades of employed medicine, five-year burnout cycles, and the constant ache of knowing he could help patients but never had the time.In this honest and moving episode, Dr. Blain shares his full journey: graduating in 2000 as hospitals bought up practices, surviving non-Hodgkin lymphoma at 38, then weathering COVID pneumonia, a heart attack, and adult-onset Still's disease — all while continuing to care for his patients. He opens up about how DPC helped save his marriage, why empathy is the first thing burnout takes from physicians, and what it truly means to be the patient when you're also the doctor.Dr. Concepcion and Dr. Blain dig into:•The 5-year burnout curve, and why “just take a half day” never works•Building patient loyalty so deep that almost no one left, even through his hospitalizations•Practical steps for leaving employed medicine for DPC (including the prepay discount that funded his startup)•Why DPC doctors may be best positioned to use AI in medicine•Supplements, home visits, ultrasound, and staying curious as a physician•How and why he chose to close his practice — the taxes, timing, and grief involved•Redefining “failure” and finding peace in a one-year sabbaticalWhether you're burned out and dreaming of a way out, a few years into your own DPC, or simply wondering what a fulfilling end to a medical career can look like, this conversation is a breath of fresh air.“Failure is in the eye of the beholder.” — Dr. Timothy Blain—

On today's Ask Abundance, Rebecca Smith (Limitless Practice grad) & I dig into a question I get a lot: "Is 15 clients a week enough? Is 30 too many? How do I actually know my number?" Spoiler: your old agency caseload doesn't count. We talk through the real signs your number's too high (it's not just tired, it's snapping-at-your-kids tired), why your fee & your caseload are basically the same decision, & the vacation story that made me realize just how deep the overworking habit can run. Remember: Your practice is supposed to fund your whole life, not just keep the lights on. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party (only $345!). Included are courses, monthly trainings with industry experts, monthly group calls with me, scripts, templates, and so much more: https://www.abundancepracticebuilding.com/party   Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

In today's episode of the podcast, I speak with my good friend Katie Read, marketing & AI expert, about how to use AI in your marketing without it sounding stupid, salesy, & robotic. We cover why your homepage needs a serious update now that AI search has changed how clients find you, when to let AI write for you (& when not to), the small "dream team" of AI employees Katie swears by, & how non-techy therapists are vibe coding websites better than any template ever gave us. Katie's doing a training for Abundance Party members on Tuesday, July 28th at 11am ET, so join the Party & bring your questions!  Learn more at katieread.com and buyerpsych.com.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party    

What does it look like to build a Direct Primary Care practice that protects your health as fiercely as it protects your patients? In this episode of My DPC Story, Dr. April Soto of Love and Light Integrative Medicine in South Pasadena, California shares how she systematically exited corporate medicine over three years and built an integrative DPC practice rooted in authenticity, boundaries, and healing.After more than a decade in fee-for-service family medicine and infectious disease, including HIV care, Dr. Soto completed an integrative medicine fellowship, trained in ketamine-assisted therapy, and opened a micropractice designed around her own capacity as a physician living with chronic illness and mast cell activation syndrome (MCAS). Today she receives MCAS referrals from specialists across the country and offers ketamine journeys, transgender care for patients from age three to eighty, and deeply unhurried visits that can run four hours.In this conversation, Dr. Soto and host Dr. Maryal Concepcion discuss:Why she left corporate medicine and how she planned her three-year exitFacing fears around money, homelessness, and financial security before opening a DPCPricing as a quality-based practice instead of competing on discountsWhat she learned from giving too many discounts in year oneHow her assistant Natalie supports meet and greets, workflows, and boundariesBuilding an inclusive practice for LGBTQIA+ patients, immigrant communities, and neurodivergent patientsCaring for patients afraid to seek care because of ICE enforcementMCAS diagnosis, testing pitfalls, and why these patients need a different kind of visitKetamine-assisted therapy pricing, informed consent, and managing patient expectationsBurnout, trauma as a superpower, and why inclusivity has to include the physicianHer five-year vision: wellness contracts, motivational speaking, and growing her teamWhether you are planning your DPC launch or working to make your existing practice more sustainable, this episode is a masterclass in valuing yourself, honoring your capacity, and practicing medicine on your own terms.Learn more about Dr. April Soto at Love and Light Integrative Medicine in South Pasadena, CA.Visit mydpcstory.com for the free 90-Day Startup Checklist, the Physician Owner's Planner, and DPC tools for every stage. Leave a voicemail at mydpcstory.com/contact and you might hear it on a future episode. Support the show on Patreon for commercial-free and extended episodes.Meet the My DPC Story team at DPC Summit NOLA! Summit bundles are live: HERE the Physician Owner's PlannerThe "insurance is not healthcare" teeA digital tool bundle for your practice A website reviewA 50% off our $350 Patient Explainer VideoPlus a chance to win an hour with Dr. Concepcion.  Cooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze.  Hint AI helps you move faster through every stage of the patient visit. Hint AI Chat lets you ask questions about a patient's chart and instantly surface relevant notes, labs, and clinical history. Learn more at hint.com/ai.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

On today's Ask Abundance, Rebecca Smith (Limitless grad, now on Team Abundance) tackles a question so many of us feel in our bones: "I still get low-grade anxiety every time I look at my bank account, even when things are fine."   We each share how we personally handle variable income (we do it totally differently), talk about why separate business & personal accounts are non-negotiable, & the weekly ritual that helps take the zing out of checking your accounts.   Does the anxiety ever fully go away? We get into that too. Plus: if you're that anxious about money, there might be a bigger question worth asking.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party  

In today's episode, I'm chatting with Abundance community members Karen, Kenzie, and Amanda — three therapists at various stages of leaving the platforms — about what drew them to therapy platforms in the first place, the bait-and-switch realities of referrals and reimbursement rates, and why the guilt of leaving clients behind is the hardest part of moving toward private pay. If this conversation with Karen, Kenzie, and Amanda hit close to home, you already know the platforms aren't working for you. Platform to Private Pay is a 12-week group program that walks you through the transition, without abandoning your clients or tanking your income while you figure it out. Doors for our summer cohort are open now through July 3. Join here: https://www.abundancepracticebuilding.com/platform     Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Need help building and filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party 

CLOSING SOON! VOTE IN THE 2026 MY DPC STORY BATTLE! VOTE HEREWhen most physicians hear the word sustainability, they think about keeping the doors open. But after a weekend with more than 80 doctors at the California DPC Summit, our host Dr. Maryal Concepcion came away certain it means so much more. In this episode of My DPC Story, five voices from the Direct Primary Care community share what makes a medical career, a practice, and a life sustainable.The throughline is simple. Healthcare becomes sustainable when the people providing the care are allowed to thrive.You will hear from:Dr. Deepti Mundkur, My Happy Doctor, nearly six years into DPC, on how continuity and deep patient relationships became her real measure of sustainability, including watching patients need less medication over time.Dr. Shannon Connolly of Open Arms Direct Primary Care on how community and physician innovation build confidence, and why scaling DPC looks nothing like the venture-backed version.Dr. Dedra Beckles on knowing your worth, protecting your energy, and why boundaries are not optional if you want to keep showing up with joy.Dr. Grace Hassell on authenticity, presence, and a powerful highlining metaphor for becoming the doctor she wrote about in her personal statement.Noreen Gutierrez, RN, on building sustainable teams through head, heart, and hands, and her five Rs for clinic culture.Registration is open for the Illinois DPC Summit this October in the Chicagoland area, and for California's third annual DPC Summit next year. Find both on the Events page at mydpcstory.com.If you will be at the AAFP co-sponsored DPC Summit in New Orleans, come say hi, grab the latest magazine, and share your story on a live mic.Want a summit in your state? Send us a note through the contact page at mydpcstory.com. Tennessee is already in the works.Leave me a voicemail at mydpcstory.com/contact and you might hear it on a future episode.For commercial-free episodes, extended conversations, and the State by State with Dr. Phil Eskew series, check out our Patreon.If this episode moved you, please leave a five-star review on Apple Podcasts. It helps other physicians find these stories when they need them most.Keywords: direct primary care, DPC, DPC physician, physician burnout, sustainable medical practice, California DPC Summit, Illinois DPC Summit, membership medicine, family medicine, My DPC StoryMeet the My DPC Story team at DPC Summit NOLA! Summit bundles are live: HERE the Physician Owner's PlannerThe "insurance is not healthcare" teeA digital tool bundle for your practice A website reviewA 50% off our $350 Patient Explainer VideoPlus a chance to win an hour with Dr. Concepcion.  Cooperative of American Physicians or CAP. Learn more about the medical malpractice company used by Dr. Maryal Concepcion since 2021 at capphysicians.com or by calling 800-356-5672.Guava Health. A premium patient experience, pulling data from EHRs and wearables, helping  see the full picture and uncover root causes to deliver personalized care. ZION HealthShare. Get peace of mind for major medical events without going back into the insurance maze.  Hint AI helps you move faster through every stage of the patient visit. Hint AI Chat lets you ask questions about a patient's chart and instantly surface relevant notes, labs, and clinical history. Learn more at hint.com/ai.Support the showGET your FREE MONTHLY BUSINESS TOOL DOWNLOADBecome A My DPC Story PATREON MEMBER! SPONSOR THE PODMy DPC Story VOICEMAIL! DPC SWAG!FACEBOOK * INSTAGRAM * LinkedIn * TWITTER * TIKTOK * YouTube

In today's Ask Abundance, I'm joined by Rebecca Smith, Limitless Practice grad, now on Team Abundance, premium-fee private pay practice in New Orleans. We're talking about leaving a "secure" job (pension, health insurance, predictable salary) to start a private practice when everyone around you thinks you've lost your mind.   Spoiler: you probably haven't. You've probably already made the decision. We get into why safety is more of a feeling than a fact, what you actually need to make this work in 2026, & why the people calling you crazy might just be bad psychics.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com.   Links You'll Love: You've known for a while that the platforms aren't working for you. Platform to Private Pay is a 12-week group program that walks you through the transition, without abandoning your clients or tanking your income while you figure it out. Doors open June 29. Join the waitlist: www.abundancepracticebuilding.com/platform Need help building & filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party  Grab the free worksheet mentioned in today's episode at www.abundancepracticebuilding.com/worksheet_opt.

Part 2 of a 2-part episode From WEDI's Spring 2026 Conference, WEDI Board Member Pam Grosze (PNC Bank) concludes her conversation with leaders from several EHR platforms, discussing 0057 updates, ecosystem readiness—how providers should assess payer and vendor performance, what governance models actually drive outcomes, and where WEDI can help establish practical standards, metrics, and playbooks to move the market forward. The panel: Hans Buitendijk, Senior Director, Interoperability Strategy, Oracle Health Jason Vogt, Manager Development, APIs and Structured Documents, Meditech Sean Cotter, Software Developer, Epic Mohammad Chebli, VP of Interoperability, NextGen Gillian McCabe, Director of Product Management, Authorization Management, athenahealth

In today's episode, I talk with Maya Benattar, LCAT, a licensed creative arts therapist in New York, about what happens when you discover your entire license type has been left out of major mental health legislation and you decide to do something about it. Maya shares how she built a coalition that became a full 501(c)(3), hired a lobbyist, and is fighting to get LCATs the insurance coverage mandates and diagnostic privileges they deserve. We also talk about how she keeps her practice sustainable while doing all of this, including why staying out of network has given her the flexibility to show up for the advocacy work without burning out completely. Learn more about the LCAT Advocacy Coalition by visiting https://www.lcatcoalition.org/.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: You've known for a while that the platforms aren't working for you. Platform to Private Pay is a 12-week group program that walks you through the transition, without abandoning your clients or tanking your income while you figure it out. Doors open June 29. Join the waitlist: www.abundancepracticebuilding.com/platform   Need help building & filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party   Want website copy that actually sounds like you and makes the right clients feel seen? Referral Ready Website Copy is done-for-you copy for your homepage, about page, and up to three specialty pages — built around your voice, your niche, and your people, for just $2,000: www.abundancepracticebuilding.com/referralreadywebsitecopy

The Big Unlock · Julie Demaree, VP, Chief Technology and Digital Innovation Officer, St. Mary's Healthcare In this episode, Julie Demaree, Vice President and Chief Technology and Digital Innovation Officer at St. Mary’s Healthcare, shares a pragmatic approach to digital transformation in rural healthcare, where innovation is driven by operational realities rather than technology hype. A former physician assistant turned technology executive, Julie argues that successful innovation begins with culture, governance, and clinician engagement, not new tools. She discusses how St. Mary's has improved patient safety and clinician experience by rethinking clinical decision support, reducing alert fatigue through careful curation, and involving frontline clinicians in governance decisions. Julie also highlights the importance of optimizing existing technology before investing in new solutions, noting that many organizations overlook capabilities already available within their EHRs. Julie sees significant potential for automation and agentic AI to reduce administrative burden, improve patient access, and help lean teams operate more effectively. She emphasizes that AI adoption must be accompanied by strong governance, user education, and critical thinking. Her message is clear: innovation is not about adding more technology, it's about solving the right problems, eliminating unnecessary work, and building systems that better support patients, clinicians, and communities. Take a listen.

Imagine being penalized for delivering good care to your frailest patients. Medicare's quality scoring program was built for healthy outpatients, not the elderly residents of nursing homes, but it is the system doctors who round in skilled nursing facilities are forced to play. Steve Buslovich, a physician executive and geriatrician, discusses the KevinMD article "How Medicare's MIPS impacts skilled nursing facilities and clinicians." You'll hear how MIPS metrics conflict with the five-star quality measures facilities must report, why tightly controlling A1C in frail elders can cause harm, and how documentation discrepancies between physicians and facilities create financial and legal risk for both. You'll learn which nine measures actually fit post-acute long-term care, why CMS needs frailty-based quality metrics, and how AI and synced EHRs can pull data automatically so clinicians can get back to the bedside. If you practice in or operate a nursing home, this conversation names the rules of a game you didn't choose to play. Partner with me on the KevinMD platform. With over three million monthly readers and half a million social media followers, I give you direct access to the doctors and patients who matter most. Whether you need a sponsored article, email campaign, video interview, or a spot right here on the podcast, I offer the trusted space your brand deserves to be heard. Let's work together to tell your story. PARTNER WITH KEVINMD → https://kevinmd.com/influencer SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

In today's Ask Abundance, I'm joined by Rebecca Smith — Limitless Practice grad, now on Team Abundance, premium-fee private pay practice in New Orleans. We're talking about why a full year of networking can still get you nowhere. Coffee chats. Emails. Showing up to all the things. & still no referrals. Turns out more events was never the fix. We get into why a fuzzy niche makes you instantly forgettable, how to spot if you're networking with the wrong people entirely, & why this is actually just relationships, not a numbers game.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche    You've known for a while that the platforms aren't working for you. Platform to Private Pay is a 12-week group program that walks you through the transition, without abandoning your clients or tanking your income while you figure it out. Doors open June 29. Join the waitlist: www.abundancepracticebuilding.com/platform    Need help building and filling your practice? Join the Abundance Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party   Get your FREE weekly worksheet and other helpful practice-growing tools here: www.abundancepracticebuilding.com/links

We all know that documentation is a heavy burden for therapists. But home health therapists arguably face one of the heaviest loads, with mandated OASIS reporting layered on top of standard clinical documentation — a dual requirement unique to this setting.They also face challenges that clinic-based therapists rarely encounter: coordinating care across disciplines — physicians, nurses, and other therapists — often without shared documentation systems, as well as navigating privacy considerations and internet instability when documenting in patients' homes.But, as we've already discussed around outpatient EHRs, there are changes on the horizon. In this discussion, we'll zoom in on what's becoming possible in this complex environment, from clinical decision support to practical automation. We'll be joined by Rohit Shetty of AutoMynd — Rohit is excellent at explaining exactly what's possible, while staying grounded in reality.See full course details here:https://otpotential.com/ceu-podcast-courses/home-health-therapy-documentationSee all OT CEU courses here:https://otpotential.com/ceu-podcast-coursesCheck our our live webinar schedule here:https://otpotential.com/live-ot-ceu-webinarsSupport the show by using the OTPOTENTIAL Medbridge Code:https://otpotential.com/blog/promo-code-for-medbridgeTry 2 free OT Potential courses here:https://otpotential.com/free-ot-ceusSupport the show

Part 1 of a 2-part episode From WEDI's Spring 2026 Conference, WEDI Board Member Pam Grosze (PNC Bank) moderates a panel of major EHR leaders who share what's live at scale versus still in pilots, where interoperability is breaking down in real clinical workflows, and the biggest blockers to moving from point integrations to broad payer coverage without increasing burden. The panel: Hans Buitendijk, Senior Director, Interoperability Strategy, Oracle Health Jason Vogt, Manager Development, APIs and Structured Documents, Meditech Sean Cotter, Software Developer, Epic Mohammad Chebli, VP of Interoperability, NextGen Gillian McCabe, Director of Product Management, Authorization Management, athenahealth

Becky DeGrossa, MA, from CounselingWise joins me in today's episode to break down what's actually working in SEO for therapists right now and why the core strategies still matter most for local practices. She shares what's worth paying attention to with AI and SEO, what's mostly hype, and how to focus on the strategies that continue to bring therapists consistent website traffic and client inquiries. Attention Abundance Party members: Becky is our trainer this month! Check out the 'Upcoming Events' section of your Simplero membership dashboard and/or the 'Events' section of the Abundance Community Facebook group for details on how to register for this live event included in your Party membership.  Learn more about Becky at https://www.counselingwise.com/.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building & filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party  Want website copy that actually sounds like you and makes the right clients feel seen? Referral Ready Website Copy is done-for-you copy for your homepage, about page, and up to three specialty pages — built around your voice, your niche, and your people, for just $2,000: www.abundancepracticebuilding.com/referralreadywebsitecopy

In today's Ask Abundance, I'm joined by Abundance consultant Rebecca A.E. Smith, Ph.D., and we're talking about dropping insurance panels. Specifically, the part nobody warns you about: the fear. We're getting into why the timing is never going to feel right, what it actually looks like to make this move strategically without blowing up your income, and why having a needle-thin niche is the thing that makes all of it possible. Rebecca did this herself and her life is so much better on the other side. Come hear what she has to say.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: You've known for a while that the platforms aren't working for you. Platform to Private Pay is a 12-week group program that walks you through the transition, without abandoning your clients or tanking your income while you figure it out. Doors open June 29. Join the waitlist: www.abundancepracticebuilding.com/platform    Need help building and filling your practice? Join the Abundance Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party   Get your FREE weekly worksheet and other helpful practice-growing tools here: www.abundancepracticebuilding.com/links

From Clinic to Consumer On How AI Is Reshaping the Entire Health Experience Host: Megan Antonelli Guest: Kenn Harper, GM, Dragon and DAX Copilot, Microsoft Join host Megan Antonelli who sits down with Kenneth Harper, General Manager for Dragon and DAX Copilot at Microsoft, to explore two major moves reshaping health AI. Dragon Copilot has now scaled to more than 100,000 clinical deployments across nine countries, spanning physician, nursing, and radiology workflows, while the newly launched Copilot Health gives patients a unified view of their health data from wearables, EHRs, and lab results, all between clinical visits. Kenneth unpacks what this dual-track strategy means for health systems, clinical teams, and patients, and what health system leaders need to be thinking about right now. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen/

In today's episode, I'm chatting with Abundance Party member Weston, a geropsychologist building a private pay LGBTQ+ focused practice, about honing his niche around queer grief and loss, why blogging beats social media for his ideal client, and how to position himself as the go-to referral source in a specialized niche.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building & filling your practice? Check out the Abundance Party (only $345!). Members have access to monthly group calls with me and opportunities to snag a 30-minute 1:1 at no additional charge: https://www.abundancepracticebuilding.com/party  Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche 

In today's Ask Abundance, I'm joined by Abundance consultant Rebecca A. E. Smith, Ph.D., and we're talking about the part of going solo that nobody really warns you about: the moment you realize the team you thought you weren't even leaning on was actually holding up more than you knew. We get into why the loneliness of private practice isn't really a clinical problem, how to sort out what you actually need from what you're telling yourself you need, and what it looks like to build the kind of support and connection that doesn't require sharing a hallway with anyone.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building and filling your practice? Join the Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party   Grab the free '8 Factors to Help You Remember What You Have Control Over & What You Don't' worksheet I mention in today's episode at www.abundancepracticebuilding.com/worksheet_opt. Loads of other free worksheets there, too!

In today's episode, I'm strategizing with Abundance Party member Jessica about getting her caseload down to 25 clients — who stays, who gets referred out, & whether group therapy makes sense for her practice. We get into a client whose relationship behavior is ethically complicated enough that she needs someone who specializes in ethical non-monogamy. And we talk through Jessica's second business: the marketing clarity it needs before it needs anything else, & why letting it grow at the right pace is the smarter play. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building & filling your practice? Check out the Abundance Party (only $345!). Members have access to monthly group calls with me and opportunities to snag a 30-minute 1:1 at no additional charge: https://www.abundancepracticebuilding.com/party  Have a full practice but feel like you're running on empty? Limitless Practice helps you work less and make more. Spots per cohort are limited. Get on the waitlist and be first in line when doors open in the fall: bit.ly/LimitlessPracticeWaitlist.

Most physicians spend more time fighting their software than seeing patients, and piling on new tools has not fixed it. Grace E. Terrell, a physician executive, argues that decades of layering electronic health records, population health tools, remote patient monitoring, and now AI onto sixty-year-old billing infrastructure has produced a Frankenstein stack that burns out clinicians and harms patients. This episode is based on her article "Connected health care workflows: From chore to core patient care," published on KevinMD. You will hear why layering new tools on old infrastructure keeps failing, how prior authorization became an arms race, and what a genuinely connected workflow would feel like for a clinician evaluating a patient with suspected spinal abscess. You will also learn the one question to ask any vendor pitching a new tool, and why her company's CIO believes EHRs themselves may not survive the next five years. Listen for a concrete path from chore to core patient care. Partner with me on the KevinMD platform. With over three million monthly readers and half a million social media followers, I give you direct access to the doctors and patients who matter most. Whether you need a sponsored article, email campaign, video interview, or a spot right here on the podcast, I offer the trusted space your brand deserves to be heard. Let's work together to tell your story. PARTNER WITH KEVINMD → https://kevinmd.com/influencer SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

In today's Ask Abundance, I'm joined by Rebecca Smith, Limitless Practice grad and Team Abundance consultant, to talk about the imposter syndrome spiral that hits right before a consult call. We get into why it shows up even after years of experience, the mindset shift that actually helps, and why proving yourself on a consult call is the fastest way to lose the client. We also talk about what your potential client is really looking for when they call, how to make them feel heard instead of interviewed, and why having a simple script makes the whole thing easier than you think.   Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building and filling your practice? Join the Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party   Grab the free First Phone Call Script we mention in today's episode at www.abundancepracticebuilding.com/worksheet_opt. Tens of thousands of therapists have used it to stop dreading consult calls and start converting them. If you've ever hung up wondering what went wrong, this is for you. Loads of other free scripts there, too!

Sean Yang, founder of Practices.fyi, joins the podcast to talk about the business numbers therapists often ignore and why tracking the right metrics can change everything. The conversation covers the difference between reacting to problems versus actually understanding your practice, which data points matter most for growth, and how better visibility leads to better decisions. Sean also shares how therapists can use AI tools like Claude and ChatGPT to analyze data, streamline tasks, and improve systems while still protecting client privacy and staying HIPAA compliant. A practical conversation for practice owners who want to stop guessing and start running their business with more clarity and confidence.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Need help building & filling your practice? Check out the Abundance Party (only $345!). Members have access to monthly hour-long group calls with me and opportunities to snag a 30-minute 1:1 at no additional charge: https://www.abundancepracticebuilding.com/party  Want website copy that actually sounds like you and makes the right clients feel seen? Referral Ready Website Copy is done-for-you copy for your homepage, about page, and up to three specialty pages — built around your voice, your niche, and your people, for just $2,000: www.abundancepracticebuilding.com/referralreadywebsitecopy 

In today's Ask Abundance, I'm joined by Limitless Practice grad and Team Abundance consultant Rebecca Smith to talk about the fear almost every therapist has when building a private practice: "What if my niche is too narrow?" We get into why broad, vague marketing makes it harder for clients to choose you, how niching actually increases trust and perceived expertise, and why the best niche is usually less about strategy and more about what genuinely lights you up. We also talk about the difference between a niche and an ideal client, why you can always pivot later, and how speaking directly to one person often makes far more people feel seen.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Still struggling to explain what you do and who you help? My $27 Know Your Niche course helps you get crystal clear on your ideal client so your marketing finally clicks, your referrals improve, and growing your practice feels a whole lot easier: https://www.abundancepracticebuilding.com/niche    Need help building and filling your practice? Join the Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party   Get your FREE weekly worksheet and other helpful practice-growing tools here: www.abundancepracticebuilding.com/links

Lilly Risch, LCSW, joins the podcast to talk about marketing EMDR therapy and what it actually looks like to attract clients who are the right fit. The conversation gets into why explaining EMDR to the public feels so uniquely challenging, how leading with symptoms like anxiety instead of trauma can change everything, and what it takes to build a caseload that's both full and sustainable. Lilly shares her own experience growing a group practice in Milwaukee, along with practical ways to simplify your messaging, define your ideal client, and communicate your value without losing what makes EMDR special. A practical, grounding conversation for any EMDR therapist who's ever struggled to put what they do into words. Be sure to sign up for Lilly's FREE training for EMDR Therapists, "Take the 'Ick' Out of Your Marketing": https://sincere-snow-26884.myflodesk.com/flow.  Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes® for 2 months free by using promo code ABUNDANT at therapynotes.com. Additional Resources: To learn more about today's guest, visit https://www.abundancepracticebuilding.com/blog. Need help building & filling your practice? Check out the Abundance Party (only $345!): https://www.abundancepracticebuilding.com/party   Want website copy that actually sounds like you and makes the right clients feel seen? Referral Ready Website Copy is done-for-you copy for your homepage, about page, and up to three specialty pages — built around your voice, your niche, and your people, for just $2,000: www.abundancepracticebuilding.com/referralreadywebsitecopy 

In today's Ask Abundance, I'm joined by Abundance consultant Rebecca A. E. Smith, Ph.D., and we're talking about something a lot of therapists quietly wrestle with after they've "made it" in private practice: what happens when the practice is working… but you're not excited anymore. We get into the weird grief of realizing the thing you worked so hard to build no longer feels like the dream, why burnout is often less about your job and more about a life that's gotten too small, and how to start reimagining your practice without blowing everything up overnight. We also talk about the pressure therapists put on themselves to stay passionate forever, the freedom that can come from letting therapy become the easy part of your life, and why sometimes the next version of your practice starts by getting out into the world and remembering you're allowed to have fun again. Sponsored by TherapyNotes®: Looking to switch EHRs? Try TherapyNotes®, my personal favorite, for 2 months free by using promo code ABUNDANT at therapynotes.com. Links You'll Love: Feeling successful on paper but disconnected from your practice? Limitless Practice is our 12-week coaching program for therapists ready to redesign their practice, raise fees, work less, and build a business that feels exciting again: https://www.abundancepracticebuilding.com/lp   Get your FREE weekly worksheet and other helpful practice-growing tools here: www.abundancepracticebuilding.com/links   Need help building and filling your practice? Join the Party today and get everything you need — courses, trainings, scripts, templates, monthly group calls — for just $345: www.abundancepracticebuilding.com/party