190. Keeping Your Practice Compliant—Without Burning Out Your Team

Many therapists in private practice want to run a solid, ethical business—but the idea of “compliance” can feel confusing, overwhelming, or even downright scary. Between HIPAA requirements, proper documentation, and ever-changing policies, it’s tough to know what you don’t know… and easy to put it off for another day. In this episode of the Private Practice Elevation Podcast, Daniel Fava sits down with Dr. Tiana Kelly to demystify compliance and make it feel manageable—even if you’re just getting started. Tiana shares how she built the compliance program at Move Forward Counseling (with over 60 therapists!) and now helps other private practices do the same through her consulting business, Private Practice By Design. You’ll learn why compliance is not a one-time checklist but an ongoing process—and how to prioritize the most important changes without overwhelming your team. Tiana also explains:

• Why “go slow” is key when rolling out compliance updates
• The biggest mistakes she sees practices make (and how to avoid them)
• What therapists really need to be trained on from day one
• How to build a culture of learning, accountability, and ethical care

Whether you’re a solo therapist or running a growing group practice, this episode will help you think more clearly about compliance—and feel more confident taking your next step. 🎧 Tune in now and learn how to protect your practice without burning out your people.

 Key Takeaways:

• Start slow, go steady: Trying to overhaul everything at once can lead to staff burnout. Prioritize the most urgent needs and build from there.
• Train early and often: Don’t assume new hires know your expectations. Provide clear, specific training on documentation and HIPAA best practices.
• Stay curious: Compliance isn’t a “set it and forget it” system. Keep learning, stay updated on regulations, and be open to evolving your protocols.
• Don’t do it alone: Whether you’re a solo practice or a large group, there’s support available—from trainings to audits to 1:1 consultations.

Links mentioned in this episode:

• Learn more about Dr. Tiana Kelly’s compliance consultation services: privatepracticebydesign.com
• Move Forward Counseling’s Website
• Book a free 15-minute call to improve your online presence: privatepracticeelevation.com/kickoff

Watch The Video:

This Episode Is Brought To You By

Alma is on a mission to simplify access to high-quality, affordable mental health care by giving providers the tools they need to build thriving in-network private practices. When providers join Alma, they gain access to insurance support, teletherapy software, client referrals, automated billing and scheduling tools, and a vibrant community of clinicians who come together for education, training, and events. Learn more about building a thriving private practice with Alma at helloalma.com/elevation.

About Tiana Kelly

Dr. Tiana Kelly has been working in a clinical capacity in counseling since 2017 and has dedicated several years to developing and strengthening Move Forward Counseling’s compliance program.  She has most recently worked alongside Alison Pidgeon to establish Private Practice By Design, LLC – a business focused on providing consultation to other private practice owners.   Tiana brings a wealth of knowledge and experience in her consultant role related to compliant documentation practices and policy development, HIPAA standards, and chart auditing. In addition, Tiana has a Doctorate Degree in Prevention Science, which has equipped her with the skillset necessary to identify and promote protection against compliance risks.

About Daniel Fava

Daniel Fava is the owner and founder of  Private Practice Elevation, a website and SEO agency focused on helping private practice owners create websites that increase their online visibility and attract more clients. Private Practice Elevation offers web design services, SEO (search engine optimization), and WordPress support to help private practice owners grow their businesses through online marketing.    Daniel lives in Atlanta, GA with his wife Liz, and two energetic boys. When he’s not working he enjoys hiking by the river, watching hockey, and enjoying a dram of bourbon.