The Academy Online Courses

Course: Debra Lindell Talks About Empathic Software (1 CEU)

By Phillip Crum / November 29, 2018 /

Debra Lindell is the owner of Empathic Software, an online billing service for counselors. In this audio recording, Debra talks to Kathleen Mills about the service and its functions, and what a mental health professional needs to look for in a good billing service.

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Course: How To Manage Your Attorney (1 CEU)

By Phillip Crum / May 9, 2019 /

If you’re not familiar with the complaint process and how it works then stop right now and go take this course first. Then come back.

In this course we’re going to talk about how to manage your attorney and how to manage the money you have available for an attorney should you receive a complaint. There’s a lot of work that you can…..well, just have a listen and then you’ll know!

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Course: John Mongogna Dissects Liability Insurance For Counselors (1 CEU)

By Phillip Crum / November 29, 2018 /

In another course we reviewed the different types of liability coverage. But at the root of each of those risk programs is a legal document, the policy. The policy contains everything upon which claims decisions will be made, and its not always a clear-cut process.

Your insurance agent should know this stuff like the back of his hand, and he should be able to explain it to you in 8th grade english. Our friend, and attorney, John Mongogna knows this stuff better than most insurance company attorneys! Have a listen as he dissects a standard policy, explains the different sections, what’s covered and how to determine what’s not covered.

Better you do your homework before you have a claim than find out, or have to pay someone like John, to find out after you have a claim.

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Course: John Pearce On Selecting The Proper Business Entities (1 CEU)

By Phillip Crum / November 29, 2018 /

Templated forms can be a wonderful….place to begin, but they never come customized to your, “unique situation”. That would be, your life!

We’ve all seen the brake commercial where the call-to-action is, “pay me now, or pay me later”, and the suggested pain in the latter portion of the option is that paying later is going to cost a whole lot more! And there will be no getting around it. The same is true of templated forms.

When you begin a business there is a beginning, and there will be an end, and if you don’t set things up properly in the beginning then the probable ending outcome will be more costly and painful than it really had to be.

John Pearce is one of the attorneys Kathleen used in her story and he is 30-plus years well-versed in the ins and outs of contractual fine print. He’s heard all of the excuses, exceptions, and “yeah-buts” as to why people cheaped-out on setting up their businesses correctly. He’s watched as clients lost millions of dollars (really!) in the sale and disposition of their businesses because they didn’t do it right up front.The paperwork didn’t match the particulars of their lives.

Don’t think that because you’re a counselor and don’t have a multi-million dollar practice that this doesn’t apply to you; it does. It would cost you a bit over $500/hr to gain the wisdom of his years, and other peoples’ anguish, but you can hear it all right now for $39 bucks. I dare you!

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Course: Laurence Saputra and LeAnne Carr’s Thoughts On The Intern Movement (1 CEU)

By Phillip Crum / November 5, 2019 /

Laurence Saputra and LeAnne Carr, both fully-credentialed LPC’s, join Kathleen Mills to discuss their thoughts on the intern advocacy group recently formed to affect changes to the official guidelines. Their intern experience is still fresh on their minds and that makes for an interesting and thoughtful discourse on the changes the intern association is attempting to put in place.

Which side of the fence do you come down on? Listen to this discussion and you’ll know!

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Course: Liability Coverages For Mental Health Counselors (1 CEU)

By Phillip Crum / November 29, 2018 /

You know the different types of coverage and you’ve learned how to read a policy like an attorney. Now it’s time to talk about the application of those various policies; what’s necessary, what you need to make decisions about, and other such questions.

This course is also presented by our house attorneys, John Pearce and John Mongogna, from their legal-beagle point of view. They don’t sell insurance, they just deal with the problems after the fact, unless of course you’re sharp enough to do your homework before the fact. Dig your well before you need the water! Have a listen.

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Course: The Penalty Matrix

By Phillip Crum / May 29, 2019 /

The Move to BHEC is coming and the changes are happening very fast! New website look and content, and a new Penalty Matrix! That’s right, now you can not only know what the complaint is that’s been filed against you but you now have the ability to view the same Penalty Matrix that your Board will be using to determine your punishment.

The new Penalty Matrix is a part of the freshly overhauled Complaint Process so you’ll want to be familiar with that, as well as how to properly draft a complaint response letter. Might as well get started before the postman arrives!

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Course: Value Of The EAP Credential To Your Practice (1 CEU)

By Phillip Crum / November 29, 2018 /

If you have yet to consider the value of adding the “EAP” credential, Employer Assistance Program, to your list of revenue options now might be a good time to explore that option.

High deductibles and a scarcity of disposable income in the lower-middle classes makes an employer with an EAP program a really good source of new clientele. You’re only 60 minutes away from knowing whether or not becoming a provider for an EAP is right for you!

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Course: Mandatory HIPAA Compliance With Tod Ferran (1 CEU)

By Phillip Crum / November 29, 2018 /

The Federal HIPAA laws are not new. What is “new” is that enforcement began increasing in recent years and one small infraction could potentially ruin your practice. This is important.

When you think of “HIPAA Compliance”, think of Tod Ferran. This guy knows everything there is to know about the subject and is Kathleen’s go-to guy on all things compliance. This course is a 2-fer; you get two separate interviews done with Tod on the topic of HIPAA Compliance and while he’s very easy to listen to, his cup of details over-floweth so you’ll want to take notes.

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Course: PCI Compliance For Counselors (1 CEU)

By Phillip Crum / November 29, 2018 /

The banking industry has guidelines for the security of data being transferred and processed between your office and the many parties involved in a simple transaction between your office and the bank. This body of guidelines is known as, “PCI Compliance”, and you are expected to know what it is, how it works, and what constitutes safe data transfer.

In this 50 minute webinar, Kathleen Mills will talk to Zach Walker of SecurityMetrics about this subject and,…..well, have a listen yourself!

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Course: What Your Insurance Coverage Won’t Pay (1 CEU)

By Phillip Crum / November 29, 2018 /

John Sutter, President of CoVerica Insurance, knows a thing or three about the world of insurance including what your insurance policy will not pay! Listen as he and Kathleen talk about policies, what you can expect them to cover and what they won’t. This is exactly the type of information you need to know before you have a life incident that moves you to file a claim. And hope. Be a good idea to take notes!

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Course: A PCI Security Risk Assessment Discussion With Tod Ferran of Halock (1 CEU)

By Phillip Crum / November 29, 2018 /

The name, “Tod Ferran”, is synonymous with “expert”.  In this hour Tod is going to take us through a PCI Risk Assessment explain why it is so, so important that you own this process and protect yourself. We talk a lot about protecting client data, and that is what we’re doing, but when you boil it all down, if a problem shows up it won’t stop rolling downhill until it’s squarely in your lap.

Tod is your friend! Have a listen.

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Course: Types of Liability Insurance Reviewed (1 CEU)

By Phillip Crum / November 29, 2018 /

Did you know there are a dozen different types of liability insurance? Each one has a different, specific purpose and what you’ve been told about liability coverage may not be the only area of your practice in which you need to consider mitigating your risk.

Listen to Kathleen Mills as she discusses the different areas of liability with John Sutter, President of CoVerica Insurance, then you determine how much risk you want to hold, and how much you want to let the insurance people cover.

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