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The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

The Modern Therapist's Survival Guide with Curt Widhalm and Katie Vernoy

Curt Widhalm, LMFT and Katie Vernoy, LMFT

The Modern Therapist’s Survival Guide: Where Therapists Live, Breathe, and Practice as Human Beings It’s time to reimagine therapy and what it means to be a therapist. We are human beings who can now present ourselves as whole people, with authenticity, purpose, and connection. Especially now, when clinicians must develop a personal brand to market their private practices, and are connecting over social media, engaging in social activism, pushing back against mental health stigma, and facing a whole new style of entrepreneurship. To support you as a whole person, a business owner, and a therapist, your hosts, Curt Widhalm and Katie Vernoy talk about how to approach the role of therapist in the modern age.

528 - Is Your Client Data Safe with AI? What Therapists Need to Know About HIPAA, BAAs, and Session Transcripts - An Interview with Ali Hartley, JD
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  • 528 - Is Your Client Data Safe with AI? What Therapists Need to Know About HIPAA, BAAs, and Session Transcripts - An Interview with Ali Hartley, JD

    Is Your Client Data Safe with AI? What Therapists Need to Know About HIPAA, BAAs, and Session Transcripts - An Interview with Ali Hartley, JD Ali Hartley, JD, SimplePractice's Chief Legal Officer, on HIPAA, AI scribes, BAAs, and data privacy for therapists. Most therapists are feeling uneasy about data privacy in the age of AI, and some are terrified that their session transcripts are being used to build their replacements. In this continuing education podcourse, Curt and Katie take both concerns to Ali Hartley, JD, Chief Legal Officer at SimplePractice. Ali explains how the HIPAA Privacy, Security, and Breach Notification Rules apply to AI scribes and other AI tools, why a business associate agreement (BAA) is necessary but never sufficient, and how HIPAA's Safe Harbor and Expert Determination methods of de-identification work. She also clears up the difference between training an AI model and refining the prompts that guide a product, including what SimplePractice does with de-identified session transcripts. This episode is part of our partnership with SimplePractice. Whether you use an AI note taker built into your EHR, a browser extension, or a separate tool you copy and paste into, this conversation will help you protect client data and ask better questions about the software in your practice. In this episode, we discuss: - Why HIPAA applies to AI tools the same way it applies to every other technology - What a BAA covers, and what stays your responsibility as the covered entity - The four points where client data is most vulnerable in an AI scribe workflow - How Safe Harbor, Expert Determination, and data decoupling protect session transcripts - Why refining prompts with de-identified data is different from training an AI model - The data privacy risks of browser extensions and copy-and-paste workflows - What to ask before adopting any AI tool that handles client data Timestamps: - 07:08 - HIPAA basics for therapists - 10:34 - How HIPAA applies to AI and where client data is vulnerable - 15:38 - What a BAA does and doesn't guarantee - 24:16 - De-identification: Safe Harbor vs. Expert Determination - 29:43 - Training an AI model vs. refining prompts - 36:55 - How SimplePractice handles session transcripts - 42:38 - Native EHR tools, browser extensions, and copy and paste - 51:41 - A checklist for vetting AI tools - 56:09 - Emerging risks and liability for AI-generated notes Guest Bio: Ali Hartley, JD, is Chief Legal Officer at SimplePractice and a general counsel and healthcare attorney with nearly two decades of experience in corporate law, regulatory compliance, and people leadership. She helps SimplePractice remove administrative burdens for clinicians while enabling responsible innovation and protecting sensitive healthcare data. Earn 1 CE credit for this podcourse at the Modern Therapist Learning Community: https://learn.moderntherapistcommunity.com/ Full show notes and transcript: https://mtsgpodcast.com Join the Modern Therapist Community Patreon: https://www.patreon.com/c/mtsgpodcast Facebook Group: https://www.facebook.com/groups/therapyreimagined Modern Therapist's Survival Guide Creative Credits Voice Over by DW McCann: https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano: https://groomsymusic.com/

    Mon, 26 Oct 2026
  • 527 - The Therapist as Expert Witness: Standard of Care, Objectivity, and Staying in Your Role - An Interview with Nicol Stolar-Peterson, PsyD, LCSW, BCD

    The Therapist as Expert Witness: Standard of Care, Objectivity, and Staying in Your Role - An Interview with Nicol Stolar-Peterson, PsyD, LCSW, BCD Nicol Stolar-Peterson, PsyD, LCSW, BCD on expert witness work for therapists, standard of care, and court roles. Curt and Katie talk with Nicol, a national expert witness in child abuse, child protective services, and clinical social work, about what it takes for therapists to do this kind of work. The conversation grew out of Curt's first experience as a defense expert in a licensing board complaint, when he turned to Nicol to help him prepare. Nicol explains how fact witness and expert roles differ, why treating therapists should be cautious when invited to testify as experts, and why standard of care means what a reasonable therapist would do rather than best practice. She also describes staying objective with attorneys trained to persuade, and what records review, reports, and depositions look like in real cases. A useful listen for therapists curious about expert witness work, clinicians who may be called to testify, and anyone who wants to understand how standard of care gets evaluated in licensing board and civil cases. In this episode, we discuss: - What makes a therapist a strong expert witness, including the ability to explain expertise in plain language - Where therapists find expert work, from child custody evaluations to records review - How fact witness and expert roles differ, and why treating therapists should stay in their lane - Why standard of care means reasonable, basic practice rather than best practice - How experts stay objective when attorneys push for a particular opinion - What records review, reports, and depositions look like in a typical case Timestamps: 05:30 - What makes a good expert witness 09:11 - Where therapists find expert work 13:49 - Fact witness, expert witness, and testifying expert roles 22:06 - Standard of care: bronze versus gold 24:30 - Staying objective with attorneys 33:39 - Scheduling and what a typical case involves 37:23 - Depositions, settlements, and trials Guest Bio: Nicol Stolar-Peterson, PsyD, LCSW, BCD is a national expert witness in child abuse, child protective services, and clinical social work. She co-founded and runs Kids Court & Counseling Center, a nonprofit that helps children who are victims of crimes and abuse prepare for court testimony. She also provides therapy, trains new social workers, and offers mandated reporting trainings. Learn more at www.nicolstolar.com. Full show notes and transcript: https://mtsgpodcast.com Join the Modern Therapist Community Patreon: https://www.patreon.com/c/mtsgpodcast Facebook Group: https://www.facebook.com/groups/therapyreimagined Modern Therapist's Survival Guide Creative Credits Voice Over by DW McCann: https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano: https://groomsymusic.com/

    Thu, 22 Oct 2026
  • 526 - Why Is It So Hard for Therapists to Delegate? Letting Go of Control Over Scheduling, Billing, and Bookkeeping - An Interview with Bibi Goldstein

    Why Is It So Hard for Therapists to Delegate? Letting Go of Control Over Scheduling, Billing, and Bookkeeping - An Interview with Bibi Goldstein Bibi Goldstein of Buying Time on why therapists struggle to delegate, and how automation and online scheduling help. Curt and Katie talk with Bibi Goldstein, founder of Buying Time, LLC, about why so many therapists keep doing their own scheduling, billing, bookkeeping, and social media long after it stops making sense. Bibi has spent nearly 20 years helping business owners delegate and automate, and in her experience, the resistance usually comes down to control. Bibi shares how to choose practice systems and software you can grow into, why delegating to software counts as delegating, and how online scheduling and automation can bring in new and returning clients while still protecting your calendar. She also walks through her simple happy face/sad face exercise for deciding what to delegate first. This is a useful conversation for private practice therapists, group practice owners, and anyone who knows they should hand off admin work but hasn't yet. In this episode, we discuss: - Why therapists get emotionally attached to scheduling, billing, bookkeeping, and social media - How to choose practice systems your private practice can grow into - Why automation and software count as delegation, even if you can't hire staff - How the happy face/sad face exercise shows you what to delegate first - How online scheduling brings in new and returning therapy clients - How booking limits and buffers keep automation within your boundaries - How delegating frees up time for income like paid speaking Timestamps: - 02:57 - What therapists get wrong when setting up practice systems - 06:20 - Decision paralysis and getting guidance before you choose software - 09:48 - How AI and automation have changed delegation - 13:47 - Technology-shy therapists and the superbill story - 18:27 - The admin tasks therapists are most emotionally attached to - 22:24 - The happy face/sad face exercise: what to delegate first - 25:33 - Delegation that helps therapists make more money - 28:00 - How online scheduling brings in clients - 30:55 - Keeping control of your calendar with limits and buffers Guest Bio: Bibi Goldstein is the founder of Buying Time, LLC, a virtual support company that helps therapists, entrepreneurs, and small businesses streamline operations through systems, automation, and time management strategies. A systems expert and productivity consultant with multiple software certifications, she is co-author of Get Organized Today, Navigating Entrepreneurship, and Business Success with Ease, and serves as Chair of the Board of the Redondo Beach Chamber of Commerce. Learn more at buyingtimellc.com. Full show notes and transcript: https://mtsgpodcast.com Join the Modern Therapist Community Patreon: https://www.patreon.com/c/mtsgpodcast Facebook Group: https://www.facebook.com/groups/therapyreimagined Modern Therapist's Survival Guide Creative Credits Voice Over by DW McCann: https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano: https://groomsymusic.com/

    Mon, 19 Oct 2026
  • 525 - Private Practice Has Changed. Now What? How Therapists Can Find Clients and Stay Profitable - An Interview with Dr. Ajita Robinson, LCPC

    Private Practice Has Changed. Now What? How Therapists Can Find Clients and Stay Profitable - An Interview with Dr. Ajita Robinson, LCPC Curt Widhalm, LMFT, and Katie Vernoy, LMFT talk with Dr. Ajita Robinson, LCPC, on how private practice has changed and how therapists can find clients and stay profitable. Caseloads are thinning, insurance panels and directories send fewer referrals, and venture-backed platforms can book a new client by tomorrow. Yet demand for mental health care is as high as it has ever been. Curt and Katie welcome back Dr. Ajita Robinson, LCPC, grief and trauma therapist and CEO of Legacy Wellness Group, to talk about what has changed in private practice and what therapists can do now. Dr. Robinson explains why the private practice model most therapists started with no longer works the same way, and why a wait-and-see approach leaves therapists behind. She shares how to find the referral and revenue data already sitting in your intake process, how to build referral partnerships with primary care and other trusted providers, and how therapists can diversify income through government, employer, and EAP contracts. If you have been wondering whether it's just you, this conversation offers a clear picture of the market and practical next steps for staying profitable in private practice. In this episode, we discuss: - Why fast scheduling and intake automation help you compete with therapy platforms - How your intake forms and call logs reveal where your practice is losing clients - How referral partnerships with pediatricians and primary care helped one practice grow from 1 location to 18 - Why diversifying income through state, federal, and employer contracts protects your practice - How therapists can use psychoeducation, consulting, and local media to reach more people - Why therapist training teaches us to serve to depletion, and what that costs the profession Timestamps: 02:40 - How the private practice model has changed 04:40 - How clients seek help and find therapists now 10:08 - Using your intake data to find referral sources 17:47 - Finding the gaps in your client pipeline 22:57 - Diversifying income with contracts and EAP carve-outs 26:44 - Why therapists are taught to serve to depletion 35:20 - Trusting your expertise and speaking up Guest Bio: Dr. Ajita Robinson, LCPC, is a grief and trauma specialist and international bestselling author of The Gift of Grief: A Practical Guide on Navigating Loss, The Gift of Grief: Supporting Grieving Children, and The Purposeful & Profitable Therapist's Guide to Diversifying Income. She founded Friends in Transition Counseling Services in Bethesda, MD, and is CEO of Legacy Wellness Group, where she helps therapists build diversified income and sustainable private practices. Learn more at www.ajitarobinson.com. Full show notes and transcript: mtsgpodcast.com Join the Modern Therapist Community Patreon: https://www.patreon.com/c/mtsgpodcast Facebook Group: https://www.facebook.com/groups/therapyreimagined Modern Therapist's Survival Guide Creative Credits Voice Over by DW McCann: https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano: https://groomsymusic.com/

    Mon, 12 Oct 2026
  • 524 - Skill Issue or Systemic Reality? Systems, Platforms, and What Therapists Are Still Responsible For

    Skill Issue or Systemic Reality? Systems, Platforms, and What Therapists Are Still Responsible For Curt Widhalm, LMFT, and Katie Vernoy, LMFT on how systems shape private practice, therapy platforms, insurance reimbursement, burnout, and what therapists are still responsible for. A payer cuts reimbursement by 12 percent and adds a six page renewal form. A platform runs your credentialing, your marketing, and your client matching, and keeps the client relationship if you leave. Which parts of that belong to the system, and which parts are still yours to carry? Curt and Katie open a new sprint with two of the principles that hold up this show: systems shape practice, and the profession has to evolve with the world around it. Either one on its own turns into a trap. They test the pair against scenarios most therapists will recognize, including midnight crisis texts, a payer cutting rates, and an early career therapist working 32 clinical hours a week on a gig platform to cover rent. The answer keeps coming back both. From there they run a corporate translator on the marketing language aimed at clinicians, follow the fee into the treatment room, and look at the business preparation gap the profession creates and then hands back to each clinician to cover alone. Nobody wins this argument, and that is most of the point. In this episode, we discuss: - Why systemic pressure and personal responsibility are both live at once in private practice - What a therapy platform actually owns when it owns your credentialing, marketing, and referrals - How to read the marketing language behind phrases like working at the top of your license - Why business decisions, from your fee to your paperwork, are clinical decisions - What absorbing the system's failures costs you, and where the limit sits - Why the business preparation gap in this profession is structural Timestamps: - 02:00 - Systems shape practice, the first principle - 03:26 - The profession must evolve with the world - 08:43 - Skill issue or systemic reality, working the scenarios - 13:13 - Thirty two clinical hours a week to cover rent - 16:51 - Systems are real and you are still fully responsible - 19:06 - What you own when the platform owns your referrals - 25:29 - Translating corporate speak for therapists - 29:56 - Business decisions are clinical decisions - 31:50 - The business gap grad school does not fill Full show notes and transcript: mtsgpodcast.com Join the Modern Therapist Community Patreon: https://www.patreon.com/c/mtsgpodcast Facebook Group: https://www.facebook.com/groups/therapyreimagined Modern Therapist's Survival Guide Creative Credits Voice Over by DW McCann: https://www.facebook.com/McCannDW/ Music by Crystal Grooms Mangano: https://groomsymusic.com/

    Mon, 05 Oct 2026
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