Training Descriptions, Customization
& Delivery Options
All trainings are designed specifically for mental health professionals and focus on practical application, workflow awareness, operational decision-making, privacy considerations, digital risk, and modern compliance challenges affecting today’s practices.
Training needs vary significantly between solo practices, group practices, leadership teams, support staff, and behavioral health organizations. Because of this, many training topics may be adapted into shorter modular presentations, expanded educational sessions, onboarding education, leadership discussions, conference presentations, or customized organizational trainings depending on audience needs, workflow concerns, staffing structure, technology use, and organizational goals.
Customize Your Training Experience
Review the training categories and topics below to determine which areas are most relevant to your practice, staff, leadership team, workflow concerns, technology use, onboarding needs, operational priorities, and organizational goals.
Follow the four steps below to build a training structure tailored to your organization’s specific needs.
01.
Select Your Training Format
Choose either:
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Mini Modular Training Package
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Full Single-Topic Training
Mini Modular Trainings allow organizations to combine multiple focused training topics into one customized session. Full Trainings provide a deeper dive into one specific topic area.
02.
Select Your Preferred Training Length
Mini Modular Training Options
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60-Minute Training
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90-Minute Training
Full Single-Topic Training Options
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60-Minute Training
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90-Minute Training
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120-Minute Training
All trainings include time for questions and discussion.
03.
Choose Your Training Topics
Review the training categories and topics below and select the titles you would like included in your session.
Mini Modular Training Structure
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60-Minute Training = Select 3 Training Titles + Live Q&A
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90-Minute Training = Select 5 Training Titles + Live Q&A
Full Single-Topic Training Structure
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Select 1 Training Title for an expanded deep-dive session
04.
Schedule a Planning Session
After selecting your preferred training format and topics, schedule a 1:1 planning session to review:
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selected training titles
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audience needs
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workflow concerns
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customization options
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add-on requests
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organizational goals
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scheduling details
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final pricing
This planning session helps ensure the training is appropriately tailored to your organization’s specific needs and operational structure.
Available Training Topics
Review the training categories below to explore available topics, descriptions, and customization options.
Training Format Key
Most topics may be adapted as either Mini Modular Trainings or Expanded Trainings.
◔ = Indicates a topic that is available as a Mini Modular Training only.
HIPAA & PRACTICE COMPLIANCE
Practical HIPAA education for therapists, group practices, and mental health organizations navigating privacy, documentation, workflow, staff, and compliance challenges.
This Finally Makes HIPAA Make Sense
Helping therapists and practice owners better understand HIPAA expectations, workflow risk, privacy concerns, and the everyday decisions that impact compliance.
Wait…THAT Counts as PHI?
Understanding what actually qualifies as protected health information (PHI), where therapists accidentally expose it, and how everyday workflows can quietly increase privacy risk.
A BAA for You, and for You, and…
Understanding Business Associate Agreements (BAAs), vendor responsibilities, AI tools, cloud storage, and the “HIPAA-compliant” confusion therapists keep running into.
◔ Uh Oh…Where Do I Even Start If My Practice Isn’t Compliant?
A practical starting point for therapists and practice owners feeling overwhelmed by HIPAA requirements, documentation expectations, staff concerns, and compliance responsibilities.
HIPAA Myths That Increase Practice Risk
Breaking down common misunderstandings involving HIPAA, AI, texting, email, telehealth, documentation, and the assumptions that quietly create compliance problems.
Security Risk Analysis: The HIPAA Requirement Nobody Told You About
Understanding Security Risk Analysis (SRA) requirements, why they matter, what practices are actually expected to assess and document, and the compliance gaps that commonly leave therapists and group practices vulnerable.
DOCUMENTATION, RECORDS & LEGAL REQUESTS
Practical education focused on therapist documentation, subpoenas, releases of information, record requests, defensibility, and the legal and compliance situations that create the most confusion for mental health practices.
If It Isn’t Documented, It Didn’t Happen
Understanding the operational documentation, logs, tracking systems, releases, policies, training records, and compliance activities practices may be expected to maintain, monitor, and produce during audits, investigations, breaches, or legal requests.
Subpoena Panic
Understanding subpoenas, record requests, psychotherapy note considerations, legal requests, and the operational mistakes that commonly increase risk when responding to requests for mental health records and protected health information (PHI).
Wait…Can We Actually Release That?
Understanding HIPAA authorization requirements, releases of information, disclosure rules, record request procedures, and the situations that commonly create confusion when practices are asked to share protected health information (PHI).
What Needs To Be Kept, Shredded, or Protected
Understanding record retention requirements, destruction procedures, disposal expectations, electronic record concerns, and the safeguards practices should maintain to better protect protected health information (PHI).
Code Red: What To Do After a HIPAA Breach
Understanding the immediate response steps, documentation expectations, breach assessment considerations, mitigation efforts, and operational decisions practices may face following a potential HIPAA breach or privacy incident.
◔ What To Track Without the Panic Spiral
Understanding the logs, reviews, monitoring activities, policies, access tracking, training records, and operational documentation practices may need to maintain to better support HIPAA compliance and organizational defensibility.
DIGITAL PRIVACY & TECHNOLOGY
Practical education focused on therapist technology use, AI tools, digital privacy, telehealth, email communication, staff devices, workflow risk, and compliance challenges affecting mental health practices.
To AI Safely or Not To AI?
Exploring AI use in therapy practice, where risk increases, what therapists should consider before integrating AI into workflows, and the privacy concerns commonly creating confusion in mental health settings.
How To Keep Your AI Little Helper From Knowing Too Much
Helping therapists recognize where AI tools may collect, retain, or receive more information than intended and the safeguards that can help reduce unnecessary exposure of protected health information (PHI).
What Your AI Minions Are Doing Behind Your Back
Exploring AI agents, integrations, permissions, automated workflows, background activity, and the hidden ways connected systems may access, move, retain, or interact with sensitive practice information behind the scenes.
Before You Hit Send…
Highlighting the privacy risks involving therapist email use, texting clients, screenshots, attachments, email forwarding, messaging boundaries, accidental disclosures, client communication workflows, and the everyday digital habits that quietly increase HIPAA risk.
The Google Workspace Settings Therapists Often Miss
Reviewing Google Workspace configuration concerns, shared drive risks, permissions, access management, staff settings, and the privacy and workflow issues therapists often overlook in Google environments.
Lock It Down: Encryption, Email, Devices & File Security
Focusing on device security, passwords, encryption, remote access, staff devices, work-from-home concerns, cloud storage, and the safeguards practices should maintain to better protect protected health information (PHI).
Group Practice Operations & Leadership
Practical education focused on onboarding, oversight, leadership accountability, staff access, operational consistency, workflow management, contractor relationships, and the organizational challenges that increase as mental health practices grow.
Mo Staff, Mo Problems
Exploring the operational, communication, onboarding, workflow consistency, access management, supervision, and privacy challenges that commonly increase as mental health practices expand and more staff members interact with systems, devices, records, and protected information.
Minimum Necessary…Even If It’s Juicy
Exploring minimum necessary standards, role-based access limitations, shared system concerns, workplace conversations, curiosity-driven access, oversharing risks, internal communication boundaries, and the everyday situations where staff may unintentionally access or disclose information beyond what is necessary for their role.
Wait…Who Was Supposed To Handle That? 1099s or Owners?
Understanding the compliance responsibilities, onboarding expectations, workflow concerns, device security expectations, remote access considerations, access management issues, Business Associate Agreement (BAA) considerations, and the operational gaps that commonly create confusion between practice owners and 1099 therapists.
One of Yours Jumped Ship. Now What?
Exploring offboarding procedures, access removal, shared systems, retained permissions, device security, contractor departures, workflow continuity, email forwarding concerns, downloaded PHI risks, and the operational steps practices should take when staff members or contractors leave.
TL;DR: HIPAA Must-Knows for New Staff
Providing a practical overview of HIPAA expectations, privacy basics, communication boundaries, approved systems, secure communication practices, password and device expectations, breach reporting responsibilities, and the operational habits new staff members should understand before working with protected health information (PHI).
TL;DR: HIPAA Must-Knows for Practice Owners
Providing practice owners with a practical overview of onboarding systems, staff oversight, workflow accountability, device and access management, training documentation, offboarding responsibilities, monitoring expectations, and the HIPAA-related operational responsibilities that increase as practices grow.
Website, Social Media & Digital Marketing Risk
Websites, social media, online marketing, contact forms, plugins, tracking tools, chat features, and digital communication systems can create significant compliance and privacy risks for therapists and mental health practices. These trainings focus on helping practices better understand the operational, ethical, HIPAA, and digital privacy concerns that may arise through online practice and marketing activities.
Is Your Website Keeping Receipts?
Exploring website privacy risks involving contact forms, website chatbots, intake forms, cookies, analytics, tracking tools, plugins, embedded systems, email collection, PHI collection concerns, secure hosting considerations, and the hidden ways therapist websites may store, collect, transmit, or expose protected information.
Before You Add That Website Plugin…
Looking at plugins, website integrations, tracking tools, chat widgets, embedded forms, scheduling systems, and the hidden ways third-party tools may increase privacy and compliance risk.
Testimonials, Reviews, Followers…Oh My!
Reviewing therapist marketing ethics, testimonials, online reviews, therapist directories, social media engagement, public interactions, client privacy concerns, and the situations that may create HIPAA, licensing, or ethical risks online.
Thera-Influencers & Public Education Protections
Exploring therapist social media visibility, public education content, disclaimers, audience boundaries, direct messages, public interactions, client comments, influencer-style marketing, and the ethical, licensing, privacy, and relationship considerations therapists should understand when building an online presence.
Subscription List Dangers
Exploring newsletter platforms, email collection practices, lead magnets, automations, tracking tools, client privacy concerns, and the compliance risks therapists may unintentionally create through subscription and email marketing systems.
Custom Training & Consulting
Flexible training and consultation options designed for mental health organizations, leadership teams, group practices, therapist communities, support staff, and behavioral health professionals seeking practical guidance around HIPAA, operations, digital privacy, workflow concerns, and practice challenges.
Training presentations may also be adapted for conferences, membership communities, professional organizations, summits, educational events, and CEU programs.
Customized Training for Mental Health Organizations
Training topics may be adapted based on organization size, workflow concerns, technology use, staffing structure, leadership goals, operational challenges, and the specific needs of mental health practices or behavioral health organizations.
Leadership Consultation & Workflow Strategy
Focused consultation discussions involving onboarding systems, workflow concerns, digital privacy, operational blind spots, AI-related considerations, staff accountability, compliance systems, and organizational decision-making for practice leadership teams.
Staff & Administrative Team Education
Practical HIPAA and operational education designed for intake staff, administrative teams, virtual assistants, supervisors, support personnel, and other non-clinical staff working within mental health practices and behavioral health organizations.
Customize Your Training Package
This flexible format allows organizations to build trainings that are directly relevant to their staff, workflows, technology use, and operational concerns.
Common Training Structures
60-Minute Mini Modular Training
Select 3 training topics plus live Q&A.
90-Minute Mini Modular Training
Select 5 training topics plus live Q&A.
Expanded Training
Select one topic for a 60-, 90-, or 120-minute deep-dive session.
Mini Modular Trainings
(15–20 Minutes)
These shorter trainings are designed to provide practical takeaways in a focused format while still allowing flexibility for questions and discussion. Mini Modular Trainings may be combined into larger customized education sessions based on your organization’s needs, workflow concerns, staffing structure, and operational priorities.
Focused, practical education designed for:
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Lunch & Learns
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Staff meetings
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Team refreshers
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Onboarding support
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Leadership discussions
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Conference breakout sessions
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Targeted workflow education
Expanded Trainings
(60–120 Minutes)
Expanded trainings allow for deeper discussion involving workflow considerations, staff responsibilities, operational systems, implementation concerns, leadership oversight, technology use, digital privacy, documentation expectations, and real-world practice scenarios.
These sessions are ideal for:
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Group practices
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Leadership teams
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Multi-disciplinary organizations
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Conferences
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Staff onboarding systems
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Organization-wide education
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Operational improvement initiatives
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Extended Q&A and implementation discussions
Training sessions may be adapted for:
Solo & Group Therapy Practices
Behavioral Health Organizations
Clinical Leadership Teams
CEU Organizations
Professional Communities
Administrative & Support Staff
Customized Training Packages
Training topics may also be combined into larger customized presentations based on organizational goals, workflow concerns, technology use, staffing structure, operational priorities, leadership needs, and audience type.
Customized training packages may include:
AI & digital privacy education
Group practice operational risk
Staff onboarding systems
Leadership-focused compliance education
HIPAA fundamentals
Documentation & legal request training
Website & digital marketing risk
Email, texting, and communication boundaries
Technology & device security
Support staff education
Organization-wide compliance initiatives
Workflow strategy discussions
Ready To Customize a Training?
Whether you are looking for:
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a focused Lunch & Learn
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staff onboarding education
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leadership discussions
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conference presentations
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HIPAA refreshers
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AI and digital privacy education
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group practice operational training
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or a larger customized training package