595. Digital Assistants to Help Run Your Practice

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 !http://www.thetestingpsychologist.com/wp-content/uploads/2017/01/Jeremy-Sharp-300x224.jpg 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