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PODCAST

Private Practice Survival Guide

This podcast is all about empowering you to create the change you want to see in your practice. As a private practice strategist, I have dedicated my career to transforming the way that healthcare functions.Brandon Seigel, President of Wellness Works Management Partners, is an internationally known private practice consultant with over fifteen years of executive leadership experience. Seigel"s book "The Private Practice Survival Guide" takes private practice entrepreneurs on a journey to unlocking

business management

All Episodes

14:54

Eligibility Efficiency: Strategies For Organizing...

Private Practice Survival Guide ·

2025/12/04

Send us a textThis quick-tip episode breaks down the blueprint for building a high-efficiency insurance eligibility system that actually works—before the chaos of January hits. Brandon reveals the annual VOB strategy top practices use to stay ahead: forming a dedicated verification task force, running preseason workflow simulations, batching by payer, gamifying team performance, using standups and dashboards, and applying smart tools like APIs and AI phone verification. He walks through how to prep

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33:39

New Year New Benefits: Strategies To Optimizing Your...

Private Practice Survival Guide ·

2025/12/01

Send us a textThe new year hits—and suddenly every practice is drowning in deductible resets, wrong eligibility data, billing surprises, and frustrated patients. This episode gives you the exact playbook to fix it.Brandon breaks down how to streamline insurance verification, prevent surprise bills, batch your workflow by payer, re-engage patients discharged for benefit exhaustion, and protect revenue during the most chaotic month of the year. You’ll learn how to under-promise and over-deliver on

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17:42

Why Management Sucks

Private Practice Survival Guide ·

2025/11/27

Send us a textIf your practice keeps losing great people, it’s probably not the pay—it’s your managers.In this Quick Tip episode, we break down why so many managers “suck” in private practice and what to do about it. From promoting your best clinician into a job they were never trained for, to rewarding people who don’t even like managing, we unpack the real reasons leadership fails—and how that failure is costing you talent, culture, and revenue.Using the story of “Ralph,” the star salesperson

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35:50

Defining DNA & Core Values For Every Employee In Your...

Private Practice Survival Guide ·

2025/11/24

Send us a textIn this episode, we break down one of the most overlooked foundations of a thriving organization: co-creating your company’s DNA and core values with your team—not for them.If your culture feels disconnected, inconsistent, or low-energy, the real issue might not be performance… it might be the fabric your company is woven from. This conversation dives deep into how your people shape that fabric—and how intentionally defining shared values transforms everything from morale to retention

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14:41

Strategies For Managing A Marketing Vendor

Private Practice Survival Guide ·

2025/11/20

Send us a textAre you wasting money on marketing vendors who don’t get private practice? In this Quick Tip episode we break down exactly how to find, vet, and manage the right marketing partners — and avoid the ones who drain your budget without delivering ROI. From red flags to smart strategies, Brandon shares a transparent, step-by-step approach to choosing vendors who understand healthcare, compliance, and real patient acquisition. You’ll learn how to evaluate proposals, compare budgets, measure

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34:21

The Secret To Measuring Marketing Effectiveness

Private Practice Survival Guide ·

2025/11/17

Send us a textMost 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 client—not just a lead

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12:38

Why EMR Transitions Should Be Over 60 Days Long

Private Practice Survival Guide ·

2025/11/13

Send us a textThis 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 video,

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31:49

Transitioning EMRs: Strategies For Planning & Execution

Private Practice Survival Guide ·

2025/11/10

Send us a textTransitioning 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 surgical

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13:19

Preventing Taxes That Tip The Scale

Private Practice Survival Guide ·

2025/11/06

Send us a textUnderstanding 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 goalsUse

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31:56

Tracking Expenses & Defining Your Tax Planning Strategy

Private Practice Survival Guide ·

2025/11/03

Send us a textTracking 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 reconciliations and

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18:14

How To Evaluate A Talent's Trajectory

Private Practice Survival Guide ·

2025/10/30

Send us a textHiring 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

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39:07

Hiring For Talent Vs. Hiring For Potential

Private Practice Survival Guide ·

2025/10/27

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 who can grow

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15:56

Difference Between Automation & Artificial Intelligence

Private Practice Survival Guide ·

2025/10/23

Send us a textThis 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

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33:27

Implementing AI In Your Growth Marketing Approach

Private Practice Survival Guide ·

2025/10/20

Send us a textIn 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 like

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14:27

Smashing Cancellations: Strategies To Maximize Output

Private Practice Survival Guide ·

2025/10/16

Send us a textFrequent 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 waitlists

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34:18

Critical Changes To Your Patient Policy Approach

Private Practice Survival Guide ·

2025/10/13

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 upfront

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15:46

The Difference Between Forecasting & Projections

Private Practice Survival Guide ·

2025/10/09

Send us a textThis 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 services,

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36:45

Measuring Financial Performance Mid-Year &...

Private Practice Survival Guide ·

2025/10/06

Send us a textThis 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 to drive

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14:17

The Benefits Of AI In Medical Billing

Private Practice Survival Guide ·

2025/10/02

Send us a textIn 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. From

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33:30

Most Common Medical Billing Mistakes Made By Private...

Private Practice Survival Guide ·

2025/09/29

Send us a textIn 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 requiring skill,

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117 results

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