AI Essentials for Therapists in Private Practice

AI tools are everywhere: in your EHR, in your browser, in the platforms your team uses every day. Maybe you're already using them intentionally for notes or admin. Maybe you're not sure you want to. Either way, these tools are part of the landscape now, and they come with compliance implications that most therapists haven't had a reason to think about until now.

Think about how many AI tools touch your work in a given week. Now ask: which of those provide a BAA? Which ones store what you type? Which ones are training their models on your input? If you don't know the answer, you're not alone, but you may have a problem.

Potential risks get harder to track the more people you have on your team. Maybe someone left an AI assistant running in their browser during a session. Maybe there's a meeting bot on your video platform that's been recording and transcribing client calls without a BAA. In cybersecurity, this is called shadow AI, and it's one of the fastest-growing sources of data breaches in healthcare right now.

This is the follow-up to our May 15th session on HIPAA and cybersecurity fundamentals. This time, Burt Maben of Creative Cyber Management zeros in on AI: what makes a tool safe to use, what questions to ask before you adopt something new, what permissions you need from clients, how to think about AI across your team's workflow, and how to spot the shadow AI risks that may already be in yours.

 LEARNING OBJECTIVES

• Understand the security and compliance implications of using AI tools in clinical documentation, communication, and practice management.

• Identify what distinguishes a safe, compliant AI tool from one that isn’t — including BAA requirements, data storage practices, and model training policies.

• Recognize shadow AI and its risks: what happens when unapproved tools enter clinical workflows without oversight.

• Discuss client consent and disclosure considerations when integrating AI into your practice.

• Evaluate your current AI tools and workflows for security gaps.

• Explore practical strategies for building an AI usage policy for your practice, whether solo or group.

Audience

This webinar is designed for mental health professionals in private practice — whether you’re solo, part of a group, or building one. It’s especially relevant if you provide telehealth, bill insurance, use AI tools for documentation, or manage a team.

Professionals who will find this material valuable include: psychotherapists, counselors, psychologists, social workers, marriage and family therapists, psychiatric nurse practitioners, practice managers, and clinical directors.

No technical background is needed. If you use a computer to do your job, this webinar is for you.

Details

• This webinar took place on 5/29/2026 12-12:45 EST

• Access to the recording available for 90 days

• No CEUs available at this time