Episode 37: Ensuring Your Practice's Legal Compliance (with Dan Mayer & Melissa Wesner)

The most important part of running your private practice is being compliant! There are a number of things, from intake forms to your legal entity, that you are responsible for maintaining legal compliance.

After working in the same Greater Baltimore community for some time, Dan Mayer, an attorney, and Melissa Wesner, a counselor, decided to join forces in order to offer mental health providers the information they need to protect their practices.  Coming from two different backgrounds, Dan and Melissa, bring a wealth of knowledge for listeners who want to learn all about the legal and clinical aspects of running a practice.  We can assure you that you definitely won’t be bored with these two high-energy guests!

Episode Highlights:

• The basics of practice compliance
  • Make sure you are fully aware of what your license ethics entail
  • Be aware of the laws in the state(s) where you practice - some states have additional privacy laws outside of HIPAA compliance
  • Consult with an accountant and attorney to ensure financial and legal compliance
• Legal documents every practice should have
  • An operations manual
  • Intake Forms and Informed Consent Forms
  • Private Practice
• Why do you need an attorney?
  • There are countless reasons why it's a good idea to keep an attorney in your arsenal - such as receiving a subpoena in the mail, creating legal documents for your clinicians/clients, or general consultations for questions you may not know the answer to
  • Attorneys can also point you in the right direction for a number of problems you may encounter throughout the life of your private practice

Links & Resources
Melissa Wesner
Dan Mayer
The Counselor and the Law
The Happy Attorney
GreenOak Accounting
Therapy For Your Money Podcast