The Testing Psychologist Podcast

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Today, I’m talking with Dr. Erika Frieze about the inspiration and structural vision behind the upcoming Bridging of the Minds Assessment Summit in Sacramento. Driven by a desire to bridge the practical gap between clinical, school, and pediatric assessment domains, Erika designed this conference to provide clinicians with immediate, actionable tools rather than purely theoretical research. We explore the two distinct presentation tracks, covering critical topics such as neuroaffirming evaluation practices, multicultural assessment, fetal alcohol spectrum disorder screening, and high-stakes accommodation ethics. Erika also details the intentional design of the event, including sensory-friendly spaces, hosted networking opportunities, and APA-approved continuing education credits.

00:34: The gap in practical assessment-focused conferences across clinical and school domains

02:10: Bridging diverse testing specialties into a unified event format

04:40: Designing the attendee experience, networking spaces, and sensory considerations

08:09: Overview of the two primary presentation tracks and flexible session access

10:25: Detailed breakdown of Track 1 speakers on neuroaffirming and multicultural frameworks

12:39: Detailed breakdown of Track 2 speakers on clinical precision and specialized evaluations

15:10: Highlighting community lived experience through the Fly Brave story

20:08: Continuing education credits, virtual access, and event registration details

Cool Things Mentioned

Craft: the premier membership community for testing psychologists

Crafted Practice: the only in-person business retreat for testing psychologists

Reverb: the premier AI-powered report-writing platform for testing psychologists

Register for the event

American Psychological Association: www.apa.org

National Association of School Psychologists: www.nasponline.org

Society for Personality Assessment: www.personality.org

American Academy of Clinical Neuropsychology: www.theaacn.org

National Academy of Neuropsychology: www.nanonline.org

International Neuropsychological Society: https://the-ins.org/

Kimpton Sawyer Hotel: www.sawyerhotel.com

Fly Brave Foundation: www.flybrave.org

Echo and Rig Steakhouse Sacramento: www.echoandrig.com

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!on ALL the course credits you purchase from At Health!

About Dr. Erika Frieze

Dr. Erika Frieze is a licensed clinical psychologist, entrepreneur, and founder of Bridges of the Mind Psychological Services, a neurodiversity-affirming practice specializing in comprehensive psychological and neurodevelopmental assessment. Under her leadership, Bridges of the Mind has grown from a solo practice into a multi-site organization serving communities across California and Nevada, while also developing robust training programs for the next generation of psychologists. Bridges of the Mind is an APPIC member for both its doctoral internship and postdoctoral fellowship programs and recently completed its APA accreditation site visit for their doctoral internship program. In addition to her clinical work, Erika is a Goldman Sachs 10,000 Small Businesses alumna and was recently recognized as a 2026 Sacramento Business Journal Women Who Mean Business honoree. She is passionate about improving the assessment experience for individuals and families, mentoring developing clinicians, and building innovative, sustainable systems that create meaningful change within the field of psychology.

Get in touch:

Website: www.bridgesofthemind.com

LinkedIn: Personal: https://www.linkedin.com/in/erika-frieze-85596ba5/ and

Business: https://www.linkedin.com/company/bridges-of-the-mind/?viewAsMember=true

Instagram: https://www.instagram.com/bridgesofthemind/

Facebook: https://www.facebook.com/bridgesofthemind

Email: erika@bridgesofthemind.com

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

Ready to grow your testing services? Click below to join our Waitlist!

Join the Waitlist

Would you rather read the transcript? Click here.

Today, I address the pervasive administrative fatigue experienced by testing psychologists and present a strategic transition from inefficient, single-use AI prompts to permanent, customized digital assistants. I break down the core mechanics of custom AI configurations across major platforms, including Google Gems, ChatGPT Custom GPTs, and Claude Projects, establishing how these tools function as tailored practice infrastructure. I outline a structured four-part prompt framework consisting of persona specification, operational context, negative constraints, and output formatting to optimize administrative workflows. To really bring it to life, I detail three concrete applications tailored for clinical testing practices: a report reviewing tool, a multi-perspective practice advisory board, and a clinical compliance assistant, while outlining essential HIPAA and Protected Health Information (PHI) risk management boundaries.

Main Topics

00:01: Administrative burden in assessment psychology and the inefficiency of single-use AI prompts

02:21: Defining custom gems, custom GPTs, and Claude projects as permanent practice infrastructure

04:44: The four-part framework for building effective custom AI assistants

07:46: Practical Gem 1: Designing an automated clinical report reviewer for coherence and editing

08:51: Practical Gem 2: Constructing a practice advisory board for strategic business decisions

11:15: Practical Gem 3: Utilizing a clinical compliance officer for ethical risk screening

11:50: HIPAA compliance, PHI boundaries, and data security settings for AI tools

13:13: Actionable implementation steps and details on the Craft membership community

Cool Things Mentioned

Craft: the premier membership community for testing psychologists

Crafted Practice: the only in-person business retreat for testing psychologists

Reverb: the premier AI-powered report-writing platform for testing psychologists

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

Ready to grow your testing services? Click below to join our Waitlist!

Join the Waitlist

Click here to read the transcript

In this episode, I speak with pediatric neuropsychologist Dr. Jonathan Mietchen about an innovative approach to addressing the pervasive challenge of lengthy evaluation waitlists. We examine a telehealth triage model developed to shorten wait times by assessing pediatric patients within one month of referral. Dr. Mietchen outlines how a structured, one-hour clinical interview allows providers to clarify differential diagnoses, deliver immediate behavioral and educational recommendations, and determine whether comprehensive testing is truly indicated. We also discuss how this triage framework enhances care equity for patients on public insurance, streamlines school advocacy for families, and optimizes clinical workflows through the integration of licensed professional counselors.

Main Topics

00:01: The pediatric neuropsychology waitlist crisis and motivations for model innovation

07:05: Overview of the telehealth triage intake pilot model

12:25: Conducting focused differential diagnostic interviews within 45 to 50 minutes

25:00: High-yield clinical interviewing techniques and open-ended framing strategies

35:40: Breakdown of outcomes and the 25 percent reduction in testing volume

39:20: Evaluating public insurance disparities and equity in evaluation access

45:30: Guiding families through school-based advocacy and educational support systems

56:15: Scalability and integrating licensed professional counselors into triage models

Cool Things Mentioned

Craft: the premier membership community for testing psychologists

Crafted Practice: the only in-person business retreat for testing psychologists

Reverb: the premier AI-powered report-writing platform for testing psychologists

UW Health Pediatric Neuropsychology Clinic: https://www.uwhealth.org/locations/university-hospital-170/pediatric-neuropsychology-clinic-451

Area Deprivation Index (ADI) – Neighborhood Atlas:https://www.neighborhoodatlas.medicine.wisc.edu

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Dr. Jonathan Mietchen

Jon Mietchen is a pediatric neuropsychologist and assistant professor in the Department of Neurology at the University of Wisconsin–Madison School of Medicine and Public Health, where he works to make neuropsychological care more accessible to children and families across Wisconsin. He sees kids for comprehensive outpatient evaluation, routine cognitive screening, and clinical consultation in multidisciplinary clinics for kids with neurocutaneous disorders, congenital heart disease, and concussion/brain injury. With his colleague, Dr. Alanna Kessler-Jones, he co-developed an innovative telehealth triage model that increased access to neuropsychological services while simultaneously reducing wait times for comprehensive evaluation.

Get in touch:

Email: mietchen@neurology.wisc.edu

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

Ready to grow your testing services? Click below to join our Waitlist!

Join the Waitlist

Would you rather read the transcript? Click here.

In this Business Boost episode, I demonstrate how to eliminate back-and-forth communication when scheduling collateral calls, administrative meetings, and professional consults. By using built-in automated scheduling tools such as Google Calendar’s Appointment Schedules, practice owners can streamline their calendar management without paying for additional software. I walk through the full configuration process, including setting buffer times, establishing minimum lead times, creating custom intake fields, and setting up automated reminder notifications. I also outline alternative scheduling solutions, including Microsoft Bookings, Acuity Scheduling, and self-scheduling features within electronic health record platforms.

00:06: Introduction to automated scheduling for collateral calls and administrative meetings

01:23: Microsoft Outlook scheduling alternatives including Bookings with Me

02:22: Third-party HIPAA-compliant tools like Acuity Scheduling

03:22: Evaluating EHR self-scheduling options versus calendar integrations

04:40: Step-by-step creation of an Appointment Schedule in Google Calendar

06:58: Setting availability, advance booking windows, and buffer times

09:08: Customizing booking forms, confirmation settings, and reminder emails

11:29: Efficiency strategies using text expanders for instant link sharing

Cool Things Mentioned

Craft: the premier membership community for testing psychologists

Crafted Practice: the only in-person business retreat for testing psychologists

Reverb: the premier AI-powered report-writing platform for testing psychologists

Google Workspace: www.workspace.google.com

Google Calendar: www.calendar.google.com

Microsoft Bookings: www.microsoft.com/en-us/microsoft-365/business/scheduling-software

Acuity Scheduling: www.acuityscheduling.com

IntakeQ: www.intakeq.com

SimplePractice: www.simplepractice.com

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

Ready to grow your testing services? Click below to join our Waitlist!

Join the Waitlist

Watch the YouTube video here.

Would you rather read the transcript? Click here.

In this episode, I conduct a comprehensive evaluation of ICANotes, a legacy electronic health record system updated for modern clinical practice. I evaluate the software specifically through the lens of a psychological testing and assessment practice, analyzing its onboarding experience, calendar flexibility, client portal capabilities, and custom billing settings. Throughout the review, I examine core functionalities such as automated appointment reminders, custom fee and modifier rules, CPT code shortlist management, and the integrated AI scribe. I also discuss the user interface aesthetics, administrative task management features, note compilation workflows, and overall subscription pricing to determine whether ICANotes meets the operational demands of testing practitioners.

Key Topics Covered

00:06: Introduction to ICANotes and overview of available 24/7 customer support options.

05:42: Practice setup configuration, uploading letterhead images, and importing patient demographics.

10:12: Managing calendar settings, custom appointment types, duration settings, and clinician availability.

16:54: Building a DSM-5 and ICD-10 diagnostic shortlist alongside active CPT service codes.

21:00: Examining revenue cycle management, setting billing rates, and implementing payer override rules.

31:26: Reviewing the Chart Room visual interface and filing cabinet graphical navigation.

38:07: Navigating clinical note templates, diagnosis assignment, AI Scribe, and electronic signatures.

51:00: Breakdown of ICANNotes subscription pricing, functional limitations, and final clinical verdict.

Cool Things Mentioned

Craft: the premier membership community for testing psychologists

Crafted Practice: the only in-person business retreat for testing psychologists

Reverb: the premier AI-powered report-writing platform for testing psychologists

Featured Resources

TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

NovoPsych brings 150+ standardized measures into one platform. If you’re interested in high quality measures for personality, disability, ADHD or Autism, try NovoPsych with a 15-day free trial via this link: https://novopsych.com/testingpsychologist

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

Ready to grow your testing services? Click below to join our Waitlist!

Join the Waitlist