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The Testing Psychologist Podcast

The Testing Psychologist Podcast

Written by: Dr. Jeremy Sharp: Licensed Psychologist & Private Practice Consultant
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 Helping psychologists, neuropsychologists, and mental health professionals start, grow, and scale psychological testing services in private practice.Dr. Jeremy Sharp Economics Hygiene & Healthy Living Psychology Psychology & Mental Health Science Social Sciences
Episodes
  • 574. EHR Review: Healthie

    574. EHR Review: Healthie
    May 14 2026
    Would you rather read the transcript? Click here. Watch the video here. It was a pleasure to dive back into the world of electronic health records. Today, I’m exploring Healthie, a platform that has gained significant traction recently. This review is a blind walkthrough from the perspective of a testing practice that bills insurance, focusing on whether the platform’s robust feature set actually translates to a smooth clinical workflow. I cover the initial setup and interface, the depth of third-party integrations, and the specific hurdles a testing psychologist might face when trying to move from a six-hour assessment to a clean insurance claim. Pros Extensive Customization: The platform offers significant flexibility for intake forms and demographic tracking, including detailed options for gender identity and pronouns.Robust Integrations: It connects with a wide range of third-party tools such as ClaimMD, AI scribing software, and marketing platforms.Automated Intake Flows: Clinicians can build structured paperwork packets, allowing clients to move through forms in a seamless sequence.Flexible Scheduling: The system supports specific naming for appointment types, which is useful for distinguishing between different types of assessment sessions.Built-in Communications: Features like e-faxing and a secure client chat are integrated directly into the interface.Data Visualization: A dedicated dashboard provides high-level reports on practice metrics, including appointments and provider utilization. Cons Workflow Disconnect: There is a notable lack of integration between clinical charting and the billing process, requiring manual entry of CPT codes on claims.Manual Billing Hurdles: Creating CMS 1500 forms or superbills is a manual process that does not consistently auto-populate fees or codes.Steep Learning Curve: The interface is complex enough that new users often require guided onboarding or extensive use of the help center to navigate basic setups.Generalist Design: Because it serves many medical specialties, the interface includes irrelevant modules for mental health, such as meal plans and medical metrics.UI Inconsistencies: The user interface behaves differently across modules; for example, the claim interface provides error alerts that the superbill interface does not.Note Customization Limits: It is difficult to find obvious options for creating fully customized clinical note templates tailored to testing right out of the box.Cost Barriers: To access essential insurance billing features, practitioners must subscribe to higher-priced tiers, which can be expensive for group practices. Main Topics 00:01: Introduction to Healthie and the philosophy of blind EHR reviews01:45: Initial onboarding process and navigating the primary user interface05:20: Exploration of client demographics, gender identity options, and insurance entry09:43: Review of the organizational settings, calendar functionality, and drag-and-drop features13:20: Deep dive into the intake flow builder and paperwork automation18:15: Evaluation of third-party integrations, including AI scribes and ClaimMD22:30: Configuring appointment types and scheduling for long-form testing sessions33:17: The disconnect between clinical charting and the CMS 1500 billing workflow49:20: Final verdict on pricing, learning curves, and suitability for testing practices Cool Things Mentioned Craft: the premier membership community for testing psychologistsCrafted Practice: the only in-person business retreat for testing psychologistsReverb: 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!hase 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...
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    49 mins
  • 573. Documentation 2.0: The Rise of AI w/ Dr. Maelisa McCaffrey

    573. Documentation 2.0: The Rise of AI w/ Dr. Maelisa McCaffrey
    May 11 2026
    Would you rather read the transcript? Click here. I’m excited to share this conversation with Dr. Maelisa McCaffrey, a clinical psychologist and documentation expert who has been closely monitoring the rapid evolution of artificial intelligence in the mental health field. In this episode, we move beyond the surface level of AI as a simple productivity tool and dive deep into the ethical, clinical, and compliance-related nuances that every practitioner needs to understand. Maelisa provides a comprehensive overview of the current landscape, from the rise of ambient listening scribes to the ways insurance companies are leveraging AI in their own processes. We discuss the transition from being a “doer” of documentation to becoming a “supervisor” of AI-generated content, emphasizing that while these tools can be life-changing for clinicians struggling with burnout, they do not absolve us of our professional responsibility for accuracy and clinical judgment. Main Topics 00:01:21: The increasing pervasiveness of AI across personal and professional domains.00:05:40: Overview of the current AI landscape in mental health, including documentation and chatbots.00:15:48: Four primary ways AI platforms assist with clinical note-taking.00:21:18: Risks associated with session transcripts and the importance of data retention policies.00:30:10: Ethical requirements for informed consent and navigating state-specific AI laws.00:38:30: Technical vetting of AI companies: HIPAA compliance, BAAs, and anonymized vs. de-identified data.00:52:06: The effectiveness of AI in clinical formulation, diagnosing, and treatment goal generation.00:55:12: How insurance companies are utilizing AI for claims processing and potential denials. Cool Things Mentioned Craft: the premier membership community for testing psychologistsCrafted Practice: the only in-person business retreat for testing psychologistsReverb: the premier AI-powered report-writing platform for testing psychologistsQA Prep: www.qaprep.com Maelisa McCaffrey’s YouTube Channel: www.youtube.com/@MaelisaMcCaffrey Quill Therapy: www.quilltherapy.com Heidi Health: www.heidihealth.com Berries: www.getberries.ai Blueprint: www.blueprint-health.com Maelisa’s book: www.amazon.com/Stress-Free-Documentation-Psychologists-Mental-Health/dp/1138038318 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!for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! About Dr. Maelisa McCaffrey Dr. Maelisa McCaffrey is a licensed psychologist, nail design enthusiast, and author of the book, Stress-Free Documentation for Mental Health Therapists. Through her business QA Prep, she empowers therapists with training and consultation on clinical documentation. Maelisa focuses on the “why” behind the usual recommendations and encourages clinicians to think outside the box, while also keeping their ethics intact. As someone with ADHD who’s had to figure out what works through trial and error, Maelisa aims to make sure her trainings are practical, while also allowing for plenty of laughter and fun. Get in Touch & Resources: Website: qaprep.comYouTube: https://youtube.com/@maelisamccaffrey?si=tGClPQpdMFBVxuWc 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
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    1 hr and 2 mins
  • 572. Free Speech or Standard of Care? Summarizing the Chiles vs. Salazar Decision

    572. Free Speech or Standard of Care? Summarizing the Chiles vs. Salazar Decision
    May 7 2026
    Would you rather read the transcript? Click here. The landscape of mental health regulation shifted dramatically in March 2026 with the Supreme Court’s ruling in Chiles v. Salazar. In this episode, I break down why a Colorado case about conversion therapy has far-reaching consequences for every licensed professional, particularly those of us in the assessment world. We explore the court’s decision to reclassify “talk therapy” and diagnostic reporting as protected speech rather than mere professional conduct. While this ruling offers a new shield against state-mandated orthodoxy (potentially protecting gender-affirming care in restrictive states), it also weakens the ability of licensing boards to proactively prevent harmful “quackery.” I discuss the “intellectual disability paradox” in legal precedent and why we might need to return to more rigid documentation to protect ourselves from the coming wave of civil litigation. Main Topics 00:35: The origins of the Minor Conversion Law (MCTL) and the 2019 Colorado legislative intent01:34: Kaylee Chiles’ First Amendment challenge and the “talk therapy as speech” argument02:45: The Supreme Court’s 8-1 decision: Viewpoint discrimination and the Gorsuch majority opinion04:30: Medical consensus vs. constitutional protection: Why the court rejected the “standard of care” defense05:25: Justice Katanji Brown Jackson’s dissent: The “scalpel vs. speech” warning and the danger of substandard care07:10: Potential negative impacts: Proliferation of unproven therapies and the erosion of consumer trust08:45: The silver lining: How this ruling could safeguard gender-affirming and reproductive health care10:34: Impact on testing psychologists: Diagnostic reports as “synthesis of clinical judgment” and protected viewpoints13:45: The shift in accountability: From proactive board regulation to reactive medical malpractice lawsuits16:50: Practical takeaways: Navigating the new requirement for “flexibility in interpretation, rigidity in documentation.” Cool Things Mentioned Craft: the premier membership community for testing psychologistsCrafted Practice: the only in-person business retreat for testing psychologistsReverb: 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!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 schedule a complimentary 30-minute pre-consulting call! Schedule Your Call
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    49 mins
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