Send us a text Most private practices think they’re doing effective marketing… but the truth? They’re tracking the wrong numbers. In this episode, we break down the real secret to measuring marketing effectiveness—and why impressions, clicks, and “brand awareness” mean nothing if they don’t turn into actual patients and revenue. You’ll learn how to: • Track true ROI (not vanity metrics) • Identify where your patients are actually coming from • Calculate the cost to acquire a real cli...

Send us a text This quick-tip episode exposes the real truth behind EMR transitions—and why anything shorter than 60 days can cost your practice serious money, data integrity, and peace of mind. Discover why longer EMR transitions protect your team, your patients, and your cash flow. From payer enrollment and EDI setup to clean data migration, staff training, and 90-day overlap planning, this episode gives you a bulletproof framework to avoid chaos, burnout, and billing disasters. 💡 In this v...

Send us a text Transitioning EMRs can either be the upgrade that unlocks your practice’s next level—or the operational nightmare that drains cash, kills productivity, and torpedoes patient experience. In this hard-hitting episode of Private Practice Survival Guide, Brandon Siegel demolishes the “4–6 week” implementation myth and lays out a battle-tested roadmap: a realistic 3–6 month (often 9–12 month end-to-end) plan, a 90-day parallel run, airtight data migration (HL7/FHIR/CCD/CCDA), and su...

Send us a text Understanding your tax tipping point can make or break your bottom line. Learn how to prevent “taxes that tip the scale” by implementing proactive planning and smarter deductions. From purchasing real estate and leveraging Section 179 to hiring your kids legally and setting up accountable plans, this guide helps you identify where hidden savings live—and how to use them strategically. You’ll learn how to: Evaluate whether buying or leasing real estate benefits your long-term go...

Send us a text Tracking expenses isn’t just about saving receipts—it’s about building a proactive, compliant financial foundation. In this quick-tip episode of The Private Practice Survival Guide, Brandon Siegel breaks down how to design a strategic tax planning system that keeps your business organized, audit-ready, and optimized for savings all year long. You’ll learn how to: * Set up separate business bank accounts and integrate accounting tools like QuickBooks * Perform monthly reconcili...

Send us a text Hiring great talent isn’t about resumes—it’s about trajectory. In this quick-tip episode of The Private Practice Survival Guide, learn how to evaluate a candidate’s long-term potential, not just their current skill set. Discover how to identify high-growth, high-resilience team members who can adapt, evolve, and elevate your organization for years to come. You’ll learn how to: Recognize a true growth mindset during interviewsTest adaptability, self-awareness, and emotional resi...

Send us a text Are you hiring the right people—or just filling seats? In this powerful episode, we break down the truth about hiring for potential vs. hiring for talent—and why your next great employee is probably already working somewhere else. Discover how to attract top performers, create a process that filters for drive and cultural alignment, and why you should make it hard to get the job if you want to build a winning team. You’ll learn how to: Identify high-potential candidates w...

Send us a text This Quick Tip breaks down Automation vs. Artificial Intelligence for private practices—what they are, where they overlap, and how to deploy each for maximum ROI. You’ll learn how rule-based automation (think: EHR billing runs, appointment confirmations, Calendly/Acuity reminders, Zapier workflows, Keap/Infusionsoft logic trees) eliminates repetitive tasks, while AI (machine learning–driven tools like HIPAA-ready note-takers, smart chatbots, and content generators such as ChatG...

Send us a text In this episode, we explore how to effectively implement AI in your growth marketing strategy to streamline operations, enhance engagement, and drive measurable ROI. From using AI-powered CRMs like HubSpot and Zoho to automate campaigns and segment audiences, to leveraging chatbots, predictive analytics, and AI-driven SEO tools, the episode breaks down how to integrate machine learning and automation for smarter marketing execution. You’ll learn practical applications of tools ...

Send us a text Frequent cancellations and no-shows can silently drain a private practice’s revenue and efficiency, costing up to 20% in annual income and reducing patient outcomes by as much as 30%. We explore actionable strategies to minimize cancellations and boost output—starting with implementing firm 48–72-hour cancellation policies, automating appointment reminders, and creating systems that build accountability and trust with patients. It also emphasizes optimizing scheduling with wait...

Send us a text In this episode of the Private Practice Survival Guide, we explore the critical updates every private practice should make to their patient policy approach in 2025. As healthcare costs rise and reimbursements stagnate, practices must evolve their patient accountability, transparency, and operational frameworks to maintain both care quality and financial health. Brandon breaks down key strategies such as mandating pre-visit insurance verification, training staff for upfron...

Send us a text This quick tip episode of the Private Practice Survival Guide breaks down the crucial difference between Forecasting and Projections in private practice financial planning. Forecasting relies on historical data, trends, and KPIs to stabilize operations—helping practices anticipate revenue cycles, manage cash flow, and set realistic budgets for staffing and resources. Projections, on the other hand, fuel innovation by modeling “what-if” growth scenarios such as adding new servic...

Send us a text This episode of the Private Practice Survival Guide breaks down a practical, mid-year playbook for measuring financial performance and forecasting for the future in private healthcare practices. Brandon clarifies core terms—Look-Back Analysis (retrospective KPI and revenue review), Forecasting (time-series, regression, probability ranges grounded in historical data), and Projections (scenario planning for new services/locations without prior data)—and shows how they interlock t...

Send us a text In this quick-tip episode, Brandon Seigel breaks down the benefits and limitations of AI in medical billing, highlighting how artificial intelligence can streamline claim accuracy, reduce denials, and automate repetitive tasks while still requiring expert oversight. He emphasizes the importance of checks and balances, clean data, and payer compliance to avoid costly errors, noting that while AI can replace 50–70% of processes today, it cannot fully substitute human expertise. F...

Send us a text In this episode, Brandon dives deep into the most common medical billing mistakes in private practice and how they directly impact profitability, compliance, and patient trust. From benefit analysis errors and upcoding without documentation, to missed NCCI edits, weak authorization management, and delayed claim submissions, he highlights the critical pitfalls that cost practices thousands each year. Brandon stresses that medical billing is not data entry—it’s a science requirin...

Send us a text In this episode of the Private Practice Survival Guide Podcast, we explore how to attract top-tier candidates to your team. We discuss effective recruiting strategies that balance skill, culture fit, and long-term potential. Brandon explains the importance of onboarding and setting expectations early for retention. Brandon shares practical insights to help you apply these strategies in your private practice. Listeners will walk away with actionable tools to implement immediatel...

Send us a text In this episode of the Private Practice Survival Guide Podcast, we explore why some managers default to problem-oriented thinking. We discuss how to shift mindsets from focusing on problems to driving solutions. Brandon explains strategies for fostering leadership that proactively addresses challenges rather than escalating issues. Brandon shares practical insights to help you apply these strategies in your private practice. Listeners will walk away with actionable tools to imp...

Send us a text In this episode of the Private Practice Survival Guide Podcast, we explore the reasons behind declining doctor referrals in today’s healthcare landscape. We discuss how changes in insurance, patient behavior, and provider networks are shifting referral patterns. Brandon explains proactive strategies to address this decline and build alternative referral pipelines. Brandon shares practical insights to help you apply these strategies in your private practice. Listeners will walk ...

Send us a text In this episode of the Private Practice Survival Guide Podcast, we explore how to identify and secure strategic referral partners. We discuss ways to define your value proposition to attract high-quality partnerships. Brandon explains attention-grabbing strategies to help your practice stand out when approaching potential partners. Brandon shares practical insights to help you apply these strategies in your private practice. Listeners will walk away with actionable tools to imp...

Send us a text In this episode of the Private Practice Survival Guide Podcast, we explore strategies for turning down a raise request while preserving morale. Brandon discusses communication techniques that maintain trust even in difficult conversations. We cover ways to provide constructive feedback and set clear expectations for future advancement. Brandon shares practical insights to help you apply these strategies in your private practice. Listeners will walk away with actionable tools to...