Catharine Martin: Inside Jane App’s AI Scribe | Ep 170

Today, Jules takes another trip down memory lane, revisiting a gem from the Fearless Practice archives. In this encore episode, Jules talks to Michael Sorsdahl about the new CCPA revised ethics case book.  You can find the show notes to the original episode here. Connect with me: Instagram Website  Resources Mentioned and Useful Links: Liv Noël Dakkak: Niching With Your Passion in Private Practice | ep 171 Sign up for my free e-course on How to Start an Online Canadian Private Practice Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn  

Do what you love, and you won’t work a day in your life? Close, but not quite! Niching down and working within your passion and ideal client group will still take effort and work, but it can be easier than staying a generalist, especially if you are dreaming about working more intentionally with the groups of people you care the most about helping.  In today’s episode, I speak with Liv (they/them) about niching down, starting a private practice, and running workshops, all of which they started in an effort to reshape their life around their needs, dreams, and desires.  So, it’s maybe not about not working at all, but about doing the work that feels right for you!  MEET LIV Liv (they/them) is a registered social worker who works primarily with queer, neurodivergent and disabled folks who have experienced trauma. They are guided by anti-oppressive, strength-based, trauma-informed care and use methods such as Eye Movement Desensitization and Reprocessing (EMDR) to get to the root of what you are struggling with. They offer services to individuals and partners, youths and adults, virtually across Ontario and in-person in Cornwall. Learn more about Liv on their Psychology Today profile and bookings page.  In this episode:  Why Liv became a social worker Starting a private practice  Partnering with aligned organizations  Niching down to boost success  Advice for listeners  Why Liv became a social worker From Liv’s personal experience, as well as seeing people struggle with mental health, they felt drawn to becoming a Registered Social Worker to help people go through life a little more easily.  Additionally, Liv works primarily with queer, neurodivergent, and disabled folks because they have these life experiences too.  Starting a private practice  After Liv’s extensive experience working in the public sector, they started to consider opening up a Canadian private practice. This was partially due to burnout, a need to structure work around their health more, and simply a desire for something new in their career.  Starting a private practice allowed Liv to create the life that they wanted to live. One that was professionally structured around their personal needs, and that supported a happier, healthier, freer lifestyle with less stress and more flexibility.  After working in the public sector, Liv worked in another group practice, but after a few months, they started their own private practice, which is what Liv is doing now.  Partnering with aligned organizations Liv’s private practice is going well! Now that they’re able to work more freely, Liv can build the practice from the ground up in close alignment with their values.  Also, Liv has started to partner with organizations where they see drop-in clients. Liv explains that they know things take time, so they are making professional moves to increase clients, market the practice, and collaborate with like-minded organizations while slowly growing the solo practice each month.  Niching down to boost success To stand out and connect with their ideal clients, Liv has made a big effort to niche down.  Niching down in private practice is not only a great business strategy for success, but also a method for you to really integrate your work with your passion.  Liv has also begun participating in workshops to expand their client base and strengthen their professional network.  Advice for listeners  Things take time! Be patient, especially in the first few months of private practice. Don’t let impostor syndrome get you down, since sometimes you will need to put in lots of effort before you see a return on it. So, be patient, keep going, and work with your passion!  Connect with me: Instagram Website  Resources mentioned and useful links: Catharine Martin: Inside Jane App’s AI Scribe | EP 170 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Liv on their Psychology Today profile and bookings page  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

You have heard about AI everywhere, and now it is being used within EMR services. If you feel unsure about this topic or you want to learn more, then definitely play this episode and join us for the conversation! In this podcast episode, Catharine from Jane App and I discuss how Jane App incorporates AI into their EMR, including some general best practice guidelines about how you can use to use Jane’s AI Script services ethically and safely in your practice.  MEET CATHARINE Catharine Martin is the Privacy and Compliance Manager at Jane App, where she plays a key leadership role in shaping and overseeing the company’s privacy and regulatory strategies. With a strong background in data protection and compliance, she works closely with healthcare practitioners to ensure their practices meet evolving privacy requirements while also finding practical ways to reduce administrative burden. Beyond her work at Jane, Catharine is also a dedicated Pilates instructor, bringing the same focus and discipline to her teaching as she does to her professional work. Learn more about Catharine on her LinkedIn profile.  In this episode:  Working with Jane App  AI Scribe AI in client diagnostics  It is all up to you  Jane’s appearance in The Globe and Mail  Working with Jane App Catharine, 20 years ago, after giving birth, had a radical and unexpected medical event that left her in a brief coma, experiencing multiple organ failure.  However, due to her incredible doctors, her strength, and a lot of luck, she survived and kept all her organs, without needing any transplants, and went on to make a full recovery.  How did this bring her to work for Jane App? After what Catharine went through, she felt so drawn to Jane App’s vision to “Help the helpers”, that she started working for the company to further their mission.  AI Scribe Jane App offers an AI scribe feature. It essentially charts notes from your sessions with clients in your own voice.  Jane secured a third-party vendor who is known for their robust privacy practices, which are all compliant with the required ethical laws and privacy legislation, to help them integrate the AI tool.  AI in client diagnostics ‘As part of using Jane’s AI Scribe, therapy notes are included, but not diagnostic suggestions. As in, diagnostic suggestions are not coming from any AI-powered tool. Diagnostic suggestions are coming from a human, providing care to another human.’ - Catharine Martin  Even though Jane App makes use of AI in some of their service offerings, they are critical of making sure that it is being used ethically and appropriately, and only for admin-related tasks.  The care suggestions and client diagnostics will still only come from you, the client’s therapist, based on your sessions together. It is all up to you With your Jane App subscription, when it comes to AI, it is all up to you. You don’t have to make sure of it, even though it is being offered to you.  You can easily opt in or out of using it within your Jane App subscription, hassle-free.  Also, consider the risk of any tool that you use when you are weighing up whether to use it or not.  Jane’s appearance in The Globe and Mail Jane App made great headlines in one of The Globe and Mail’s articles for reaching a $1.8-billion valuation.  Jane App is looking to adopt AI on a grand scale by continuing to explore its benefits ethically to help more helpers.  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 169: Rachel Brennan: Keeping Connection in an Online Group Practice | EP 169  Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Catharine on her LinkedIn profile Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Do you run a Canadian group private practice? Are you mostly (or all) online? It can be tricky to maintain the community feeling of an online group practice, especially with a few therapists and employees, and especially if community is one of your business values.  However, it doesn’t mean it’s impossible! My guest today, Rachel, and I discuss how to incorporate different systems in private practice to maintain a sense of community and connection, as well as how to be authentic in your marketing and in the work your practice puts out into the community.  MEET RACHEL Rachel Brennan is an Ontario-based Registered Psychotherapist and the founder of Eras Therapy & Wellness, a Canadian virtual group private practice. She has a clinical focus on childhood and relational trauma, as well as anxiety, self-esteem, and body image issues. Based in Toronto, Rachel is passionate about offering high-quality, authentic, and human-centered therapy that prioritizes genuine connection and emotional safety. Outside the therapy room, she can often be found adventuring with her two rescue dogs or planning her next trip across the globe. Learn more about Rachel on her practice website, Psychology Today, and Instagram profiles.  In this episode:  Why Rachel became a therapist  Starting her private practice  Turning the practice into a group  Maintaining the connection in an online group practice  Advice to listeners  Why Rachel became a therapist  Rachel first completed two years of medical school, because it was her first plan. However, due to developing a brain injury and chronic illnesses, she decided to pivot her life.  Starting her private practice  Rachel was dedicated to opening up her Canadian private practice even while she was still completing her Master's degree.  After graduating, Rachel jumped into private practice and has not looked back since! Her private practice is currently totally virtual, and even though it works very well for her and her team now, she may open up a physical office space in the future.  Turning the practice into a group  Rachel hired her first associate, who still works within her practice, and registered her practice as a practicum site so that she can take in students as well.  She collaborates with supervisors who work with her and the students. Rachel is taking it slow and checking in with herself and her team to make sure the practice is growing sustainably.  Maintaining the connection in an online group practice There are a few things that Rachel and her team do to make sure that the sense of community within the group practice is nourished and maintained, especially since they all work online. There are: Monthly team meetings Continuous peer consultation groups  Group chats for daily and weekly connections  Two in-person events every year for the staff  Rachel’s group practice also uses Jane App for their bookings, and it’s a lifesaver.  ‘I feel like I could not do this without Jane, honestly! It makes everything so easy … They’re always making improvements too, I’ve had no issues with video call quality or anything like that.’ - Rachel Brennan Advice to listeners  Do what feels authentic and organic for you when it comes to marketing to put your best foot forward. Also, immerse yourself in what you want! For example, surround yourself with people who have private practices when you want to build one yourself.  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 168: Dakota Grass: Life as a New Canadian Private Practice Owner | EP 168 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Rachel on her practice website, Psychology Today, and Instagram profiles Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn  

Have you felt a pull to starting and running your group private practice? Are you ready to trade the security of being an employee for someone else’s business for the freedom of being your own boss?  In today’s episode, I speak with Dakota about why (and how) she stopped working for other people and started working for herself. She enjoyed being in a group private practice so much that she wanted to start her own!  Join us today to hear more about how she made the transition, how it’s going now, and about an easy trick you can use to boost your Psychology Today profile ranking online!  MEET DAKOTA Dakota (she/her) is a registered social worker with a Master’s degree in Counselling Psychology who owns Down to Earth Counselling and Consultation in London, Ontario. As a neurodivergent, queer, cisgender woman and White settler based in London, Ontario, she offers relational, client-centered psychotherapy to children, youth, young adults, and couples. Dakota values authenticity and connection, showing up as a human first and a therapist second. Her work focuses on fostering meaningful therapeutic relationships and supporting clients in deepening their connections with themselves and others. Learn more about Dakota on her practice website, LinkedIn, Psychology Today, and Instagram profiles.  In this episode:  Becoming a therapist  Opening her own private practice  Peer consulting with other therapists  How to boost your Psychology Today profile  Dakota’s advice for listeners  Becoming a therapist  Once Dakota realized that she wanted to spend more time working in a clinical setting, she went back to school to become a therapist.  Opening her own private practice  Now, Dakota has launched her private practice and intends to expand it into a group practice. Dakota has surprised herself with enjoying the business side of running a private practice more than she thought she would.  This aspect of being a private practice owner, the fact that you can do multiple things throughout the week, makes it more interesting, nuanced, and diverse.  ‘It’s nice to do therapy for a bit, run the business for a bit, the podcast for a bit, mix it up!’ - Jules Smith  Peer consulting with other therapists  One of Dakota’s values, upon which she founded her Canadian private practice, is connection, and that includes the connection she has with her clients and also with her fellow clinicians and practice owners.  Dakota uses Instagram mostly to connect with other therapists, and also for her marketing efforts.  How to boost your Psychology Today profile About once a week, Dakota will edit something small on her Psychology Today profile, which boosts it on webpage searches.  It’s not the only thing you need to do to get your marketing schedule working well! However, when you often edit and update your socials, it shows Google and other platforms that your website or listing is active, and Google favours that.  When client conversions are slow, Dakota will take the time that she would have spent seeing clients into marketing her practice, broadening its reach, and increasing her efforts to find new clients in the upcoming days or weeks.  Dakota’s advice for listeners  The growth that comes with starting a private practice often requires embracing uncertainty and learning curves! Reflect on these hurdles in the road, and know that they are part of the journey. So, keep going!  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 167: Ali Joy Richardson and Neil Silcox: Running a Successful Practice as a Couple | EP 167 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Dakota on her practice website, LinkedIn, Psychology Today, and Instagram profiles  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Ali and Neil have worked together for years in theatre before opening up a private practice together. Ali started first, and Neil joined her once they completed their qualifications.  If you want to learn more about how they built their Canadian private practice, including tips on how to work well with your partner, listen in on the conversation today!  MEET ALI and NEIL  Ali Joy Richardson (she/her) is a Registered Counselling Therapist and private practice owner of Richardson Therapy in Halifax, Nova Scotia. She provides narrative therapy in support of teens, adults, and couples with a focus on helping people create healthy relationships and heal from abuse. Ali is a published playwright and theatre artist who has directed and written plays across Canada. Neil Silcox (he/they) is a Registered Counselling Therapist (Candidate), a teacher, and a theatre artist. His therapeutic work is focused on masculinity, ADHD, and navigating artistic and academic careers. He has taught theatre in colleges and universities across Ontario and the Atlantic Provinces, and creates theatre and performance art that explores identity, gender, and wellbeing. Neil collaborates artistically and in private practice with his wife, Ali Joy Richardson (and their dog, Mackey). Learn more about Ali and Neil on their practice website, Ali’s Psychology Today, and Neil’s Psychology Today profiles.  In this episode:  Why Ali and Neil decided to become therapists  Working together as a couple  The private practice now  Marketing the practice: highs and lows  Why authenticity is important Advice to listeners   Why Ali and Neil decided to become therapists  As Ali explains, the relationship between the director and the actors is intimate and collaborative. Actors and directors alike draw from their personal experiences when they are creating productions and plays together.  A few years later, Ali worked on a series of shows about mental health for pre-teen audiences called “One Deep Breath”, which was toured and presented to over 80,000 students in Ontario. This sparked a deeper interest in her to pursue becoming a therapist herself.  For Neil, it came from his teaching experience. Students would come to him and discuss their lifepaths beyond education, and Neil found himself talking with them for a long time.  Working together as a couple Ali and Neil have been working as a team for years. They have collaborated professionally and creatively for such a long time that it felt obvious and familiar for them to decide to go into private practice together as well.  They have worked at perfecting how to manage working together as a couple, such as when to talk to each other and discuss new things to do if any resentment builds, how to show and give appreciation, and providing safe and loving spaces outside of work that they can share.  The private practice now The practice has been going well for them. Since it is still small, they appreciate connecting with clients, because these clients choose the two of them specifically, rather than a big organization.  Marketing the practice: highs and lows  Both Neil and Ali have leaned into their strengths when it comes to marketing the practice. Neil brings people together, hosts in-person meetings and therapy, and connects with other therapists, creating a strong network of professionals and client referrals.  Ali does more one-on-one work and brings in new people into the practice in this way.  Why authenticity is important  However, they decided to pull back on paid ads and social media. They experimented with it for some time, but it just didn’t work how they had anticipated.  Advice to listeners  Put things in writing! It helps protect you from resentment (with your partner, family, best friends, or other people whom you care for). Write down clear roles and responsibilities, because it creates a sense of freedom, rather than stress.  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 166: Integrating Land Tax and Reparations in Your Practice | EP 166 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Ali and Neil on their practice website, Ali’s Psychology Today, and Neil’s Psychology Today profiles.  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Something has been bubbling up in me after watching a skit from Canada’s Baroness von Sketch show a couple of years ago. In this sketch, they highlight how land acknowledgment without material giving can often feel performative or incomplete. So I decided to make a change in my own Canadian private practice. I have started donating a percentage of our monthly gross income to the Mi’kmaw Native Friendship Centre in Halifax, Nova Scotia. In this episode, I’m sharing what “land tax” and “reparations” actually mean, why you may consider incorporating them into your private practice, and how you can start doing this in your practice or business. This may not be the whole answer, but it can be a meaningful step forward. In this episode:  Putting my money where my mouth is  What “land tax” and “reparations” actually mean  Why you should consider donating  How I make the donations in my private practice  Putting my money where my mouth is It’s one thing to say we care about something—but in a capitalist society, the reality is that money carries immense power. The good news is, we can choose to direct that power toward justice by being intentional about where and how we spend, invest, and give. The issues of land reparations have always been close to my heart, and I am glad that I have started to practice this value instead of only talking about it.  What “land tax” and “reparations” actually mean Reparations refer to intentionally giving back or redistributing resources, often financial, to communities that have been harmed or dispossessed. In Canada’s case, indigenous communities.  Reparations are also not just symbolic, they are material, consistent acts of accountability due to past colonization, land theft, and systemic harm.  Similarly, but distinct, land tax is a grassroots concept. It is not a government-enforced tax. Businesses and people can voluntarily donate money to indigenous communities, acknowledging that they are benefiting from living and working on indigenous land.  Why you should consider donating  Many people feel on the fence about contributing to something like land tax or reparations efforts because they believe that since they didn’t personally steal the land, they shouldn’t have to make amends for it. To be honest, this is something I’ve thought about too. But even then, I knew the way things were didn’t sit right with me. Here’s why you may want to consider paying land tax and reparations too:  1 - You are benefiting from stolen land  ‘Even if you didn’t take the land yourself, you are living and working on it. Land that was never sold or surrendered. That benefit: housing, business, income, stability, comes from a colonial system that displaced indigenous peoples.’ - Jules Smith  2 - It’s about responsibility, not guilt  Land tax isn’t about “feeling bad” or being blamed. It’s about recognizing that we all have a role in repairing harm — especially if we benefit from systems that were built through dispossession. 3 - It supports indigenous-led solutions  ‘Your contribution helps fund community programs, housing, food security, cultural revitalisation, and other essential work - led by indigenous people for indigenous people!’ - Jules Smith 4 - It’s a form of reparative justice because it is one small step in a larger process of reconciliation It’s one small, material step in a larger process of reconciliation. Words and land acknowledgments are important, but they don’t change material conditions. Consistent giving is a way to restore some measure of balance. How I make the donations in my private practice  Each month, I head into my Jane App account and pull my monthly gross income report, which is created before business expenses are taken out.  I calculate the percentage I have committed to donating, and then I e-transfer that amount directly to a donation center I have chosen to partner with. It is that simple!  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 165: Jenny Jonker: Building a Canadian Group Practice with Purpose | EP 165  Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Mentioned link: https://www.youtube.com/watch?v=xlG17C19nYo  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Jenny moved to Canada with her family when she was five years old as a war refugee. As she grew up, she wanted to give back to the community that helped her and her family, and found herself becoming a mental health professional.  Now, as a boss and Canadian private practice owner, Jenny uses her principles and intentions as guideposts to keep her working with integrity and a steadfast commitment to her initial dreams and community. Listen in on our episode today to learn more about how you can build a private practice based on your values, too!  MEET JENNY Jenny Jonker, MSW, RSW, is the founder of Dragonfly Counselling and Wellness, where a human-centered, trauma-informed approach is central to her work. With over 15 years of experience, she specializes in complex trauma and integrates EMDR, CBT, DBT, and ACT. A refugee of war from Nicaragua, Jenny draws on her own lived experiences with resettlement, grief, and PTSD to build authentic, compassionate connections with clients. She and her team are committed to creating safe, welcoming spaces for all, offering therapy, workshops, and clinical support in both local and Indigenous communities like Six Nations. At the core of her work is a belief in healing through connection, cultural humility, and empowerment. Learn more about Jenny on her Psychology Today, Instagram profile, and practice website.  In this episode:  Jenny’s entry into therapy  First private practice experience  Marketing and building a group practice  Jenny’s advice to listeners  Jenny’s entry into therapy  Jenny’s first degree was actually in International Relations, and when she graduated, she began working with refugees and immigrants as a way of giving back.  From that inspirational meeting, Jenny went on to complete her BSW and MSW. She worked in school boards, a sexual assault center, and child welfare, and eventually went into private practice when she started working on reserves.  First private practice experience  So far, Jenny has really loved her group private practice work, even though it can be challenging. Her Canadian private practice is in various partnerships with other organizations.  These intentions have helped guide Jenny in her decision-making process, especially when it comes to hiring the right staff and offering the best services for their client base.  Marketing and building a group practice One of Jenny’s best marketing practices has been relational marketing.  Jenny knows that when you are intentional and committed, people will find and come to you for help. Therefore, she and her team make it one of the practice’s missions to be connected with their community and get to know their client base intimately.  Doing good work and knowing that good people will come relates both to clients and to clinicians.  The future of Dragonfly counselling  Jenny has started to outsource work that she finds tough doing, such as her SEO and various aspects of running the business. Outsourcing marketing is a great way to save up your time to focus on what you love to do, and get your business seen without too much stress and worry.  In the future, Jenny still wants to keep Dragonfly more intimate and small, and would only grow it larger if she saw the need to do so.  Jenny’s advice to listeners  Don’t be afraid to lead with your story! Because your genuine stories are impactful for clients. Share ethically and openly, because it shows your clients that you are a fellow person going through life, just like they are.  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 164: Janet and Jasmine Melo-Thaiss: A Practice Run by a Mother-Daughter Duo | EP 164 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Learn more about Jenny on her Psychology Today, Instagram profile, and practice website  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

What unfolds when a mother and daughter turn their lifelong bond into a shared practice? Would you be curious to know how they manage it while keeping their personal relationship secure?  In this podcast episode, I chat with Janet and Jasmine, two Canadian therapists from Ontario who have recently launched their private practice. We discuss what’s working, what’s not, what they are doing about it, and some advice for your Canadian private practice journey. Come sit in!  MEET THE SOUL TREE THERAPY TEAM Soul Tree Therapy was born from the deep bond and shared vision of a mother-daughter duo who are passionate about personal healing, growth, and connection. As cofounders, they have combined their unique perspectives, experiences, and expertise to create a virtual therapy clinic that reflects their core values of compassion, nonjudgment, and collaboration. The team uses evidence-based therapeutic techniques to equip clients with the tools and insights necessary to navigate life’s challenges and cultivate emotional resilience. Learn more about Soul Tree Therapy on the website, Instagram page, and Facebook.  In this episode:  The origins of Soul Tree Therapy  Running a family practice professionally  Setting boundaries between work and family time  Advice for listeners  The Origins of Soul Tree Therapy  Jasmine is a Registered Social Worker, and Janet, her mother, is a Registered Psychotherapist.  She and her mother began talking about the possibility of working together, and a few months after they both completed their Masters and PhDs, respectively, and opened up their private practice in December 2024!  Running a family practice professionally Both Jasmine and Janet see their clients individually, either in person or virtually.  Interestingly, they don’t conduct client sessions together—a fact that often surprises people. However, this approach allows each of them to focus fully on their individual clinical work, while collaborating closely on the business side. They’ve found that this balance enables them to do their best work, both as therapists and as partners in running their practice. In maintaining the practice, Jasmine runs its marketing aspect. As such, she’s often improving her marketing skills by learning new tools and trying out new strategies. Janet works on the administrative and managerial side of the business, so their team is balanced in skill and expertise.  Setting boundaries between work and family time ‘I think I was more nervous about how it was going to go than it actually went … We set healthy boundaries between work and family time, and honestly, I have to give Jasmine complete kudos because I’m a workaholic!’ - Janet Melo-Thaiss  The mother-daughter duo has mastered not working themselves to the bone, and also how to keep their personal and professional relationships separate. By being open and honest with one another, they keep each other accountable with honest compassion. They encourage and gently nudge each other to stick to their roles and grow within them, too.  ‘We also disagree respectfully, which is also what I think has been working for us.’ - Janet Melo-Thaiss  Advice for listeners If you can, when you notice any self-doubt creeping in, focus on what you can do and what is in your control.  A lot of things can be challenging, and there are many different types of fears which go around that people have in the field, but remember to stay consistent over time and be clear about who you want to help to keep yourself clear-headed and calm.  Connect with me: Instagram Website  Resources mentioned and useful links: Ep 163: Gender Transitioning in Canadian Private Practice | EP 163 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

There are many changes that can happen in private practice, and they can range, depending on what happens in life, from getting married and changing your name, to rebranding your Canadian private practice and even to discovering more about yourself.  Sometimes, the transition is even more significant—and there's something I'd really like to share with you.  In this episode, I talk about transitioning in a Canadian private practice. This is, both personally and professionally, indeed a significant transition, and with everything so far in my private practice and podcast, sharing tips and advice with you is important to me, especially if you are in a similar boat. Join in to hear, learn, and know how to do more!  In this episode:  Let the necessary parties know  Update your photos and copy  Join a queer and trans therapist network! Let the necessary parties know  ‘If you decide to change your name, let the licensing parties that you are a part of know, even if you are not legally changing your name, it can be beneficial to let them know your preferred name so that they know how to address you.’ - Jules Smith  During your transition, it is essential that you continue to keep everything organized and aligned as best you can, since potential and current clients may be searching your name and your Canadian practice’s name. Doing this first can help you start the rest of the changes with ease.  Regarding essential communication lines that you may need to change, such as an email address, my provider Hushmail was great in helping me to change my email address without any hassle and they made sure that if someone emails my past email address—those emails will be forwarded to my new email address! Update your photos and copy When you start changing other essential information about you within your business, such as your:  - Photos  - Psychology Today profile information  - Your name  - The copy on your website  - Social media platforms  Be prepared for a possible quiet drop in client outreach. Hopefully it will begin to slowly level out again.  ‘I now present as masculine, so my updated photos look very different, as well as [the fact that] my copy now says that I am a part of the queer and trans community of Halifax—it may take time for clients to recognize and trust my new identity.’ - Jules Smith  Either way, before you begin to implement these changes on your website, diversify your income streams or build up an emergency savings fund to keep things financially stable until your Canadian private practice picks up again.  Join a queer and trans therapist network! ‘In Halifax, we have the Queer and Trans Therapists of Nova Scotia … And I really hope that every province has a queer and trans network. If your province doesn’t, this is your sign to start one!’ - Jules Smith  These networks are incredibly helpful for professional networking with other queer therapists, as well as building community and for possibly finding supervision. There are more links to learn more below in these show notes. I’m so glad that you are here! Connect with me: Instagram Website  Resources mentioned and useful links: Ep 162: New Scheduling Tips for Private Practice in Canada | EP 162 Learn more about the tools and deals that I love and use for my Canadian private practice Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Get some help and freebies on your website with WordPress!  Mentioned links:  Hushmail link: https://www.hushmail.com/ How to queer your practice: https://www.amazon.ca/Queering-Your-Therapy-Practice-Identities/dp/036782020X  Biographies about trans identities: https://www.amazon.ca/Me-Myself-They-Non-Binary-Life/dp/148700477X  https://www.amazon.ca/Redefining-Realness-Path-Womanhood-Identity/dp/1476709130  https://www.amazon.ca/Beyond-Gender-Binary-Alok-Vaid-Menon/dp/0593094654/ Fictional but informational stories: https://www.amazon.ca/Detransition-Baby-Novel-Torrey-Peters/dp/0593133382/ https://www.amazon.ca/Felix-Ever-After-Kacen-Callender/dp/0062820265/ Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn