583. EHR Review: Practice Better

583. EHR Review: Practice Better

Would you rather read the transcript? Click here. [https://thetestingpsychologist.com/583-transcript/] Watch the YouTube video here [https://youtu.be/Zm8u2LQDv5c]. In this episode, I conduct a comprehensive, hands-on review of the Practice Better EHR platform, examining its capabilities for both wellness professionals and mental health practitioners. I walk through the user experience from initial registration and onboarding to client creation, service configuration, calendar scheduling, and insurance claim generation. Throughout the live walkthrough, I evaluate the system’s extensive customization options, automated scheduling rules, and native reporting tools while highlighting critical user interface friction points and workflow segmentations that impact a psychological testing practice. Ultimately, I provide an objective assessment of where Practice Better shines, where it stumbles, and whether it stands as a viable software contender for solo and group practice owners. MAIN TOPICS DISCUSSED * 00:00: Initial Registration, Account Setup, and Onboarding Wizard Experience * 01:52: Client Intake Profiles, Custom Data Entry, and Manual Saving Controls * 07:13: Navigating Onboarding Guides, Administrative Access Controls, and Team Settings * 09:13: Managed Billing Configurations, Payment Processing, and Claim MD Clearinghouse Integration * 10:52: Practice Branding Personalization, Document Templates, and Customized PDF Design Options * 12:37: Designing Online Team Booking Pages, Workflow Redirects, and Calendar Sync Constraints * 19:36: Customizing Dashboard Widgets, Analytics Reports, and Booking Rules * 31:48: Adding Custom Services, Locating Floating Action Buttons, and Mapping CPT and Diagnosis Codes * 38:58: Clinical Note Writing, Session Record Autosaving, and CMS 1500 Insurance Claim Processing Workflows * 46:38: Comprehensive Synthesis of Platform Pros, Cons, Usability Flaws, and Tiered Subscription Pricing Cool Things Mentioned * Craft: the premier membership community for testing psychologists [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist] * Crafted Practice: the only in-person business retreat for testing psychologists [https://the-testing-psychologist.mykajabi.com/crafted-practice-home] * Reverb [http://www.reverbreports.com]: the premier AI-powered report-writing platform for testing psychologists * Practice Better: www.practicebetter.io [https://practicebetter.io/]  * Claim MD: www.claim.md [http://www.claim.md]  * Zoom Video Communications: www.zoom.com [https://www.zoom.com/]  * Circle Community Platform: www.circle.so [http://www.circle.so]  * The Testing Psychologist YouTube Channel: The Testing Psychologist – YouTube [https://www.youtube.com/c/TheTestingPsychologist] 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 [https://bit.ly/3Rpwaot] 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 [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 [https://athealth.com/the-testing-psychologist/] 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! 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 [http://www.coloradocac.com], 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 [http://www.thetestingpsychologist.com/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 [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist]

582. Discovering & Assessing Gifted and Twice Exceptional Kids w/ Dr. Megan Helmen

Would you rather read the transcript? Click here. [https://thetestingpsychologist.com/582-transcript/] In this episode, I sit down with Dr. Megan Helmen to delve into the complex clinical landscape of intellectual giftedness and twice-exceptionality. We explore how giftedness functions as a distinct neurotype rather than merely a high score on an intelligence test, emphasizing both its quantitative benchmarks and its qualitative realities. Dr. Helmen highlights the critical importance of looking beyond standardized psychometric thresholds, illustrating how bright children frequently utilize advanced compensatory strategies to mask underlying developmental disabilities like ADHD, autism, and dyslexia. By shifting our clinical focus from rigid score cutoffs to qualitative process observations during testing, we can better identify hidden impairments and avoid misinterpreting a child’s struggles as mere quirkiness. Our conversation offers actionable insights for refining the diagnostic interview, navigating overlapping constructs such as Dabrowski’s overexcitabilities, and connecting twice-exceptional families with appropriate educational and community resources. MAIN TOPICS DISCUSSED * 03:39: Defining Twice-Exceptionality from Quantitative and Qualitative Lenses * 12:05: Understanding Asynchrony and Skill Variability in Gifted Profiles * 14:57: Exploring the Link Between Gifted Traits, Anxiety, and Perfectionism * 19:01: Deconstructing Dabrowski’s Five Overexcitabilities and Clinical Frameworks * 27:14: Conducting Effective Diagnostic Interviews and Eliciting Parent Stories * 38:56: Shifting Assessment Focus from Psychometric Scores to Process Observations * 52:14: Analyzing the Intersection of Autism and Giftedness Through Discrepancy Profiles * 01:05:45: Essential Resources and Interventions for Highly Gifted and 2E Individuals Cool Things Mentioned * Craft: the premier membership community for testing psychologists [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist] * Crafted Practice: the only in-person business retreat for testing psychologists [https://the-testing-psychologist.mykajabi.com/crafted-practice-home] * Reverb [http://www.reverbreports.com]: the premier AI-powered report-writing platform for testing psychologists * National Association for Gifted Children: www.nagc.org [http://www.nagc.org]  * Davidson Academy: www.davidsonacademy.unr.edu [http://www.davidsonacademy.unr.edu]  * REEL 2E: www.reel2e.org [http://www.reel2e.org]  * Bridges Graduate School of Cognitive Diversity in Education: www.bridges.edu [http://www.bridges.edu]  * Bright and Quirky: www.brightandquirky.com [https://www.brightandquirky.com] * Young Scholars Academy: www.youngscholarsacademy.org [http://www.youngscholarsacademy.org]  * Minnesota Council for Gifted and Talented: www.mcgt.net [http://www.mcgt.net]  * American Academy of Pediatric Neuropsychology: www.theaapdn.org [https://www.theaapdn.org/]  * Minnesota Psychological Association: www.mnpsych.org [http://www.mnpsych.org]  * Developmental Discoveries: www.developmental-discoveries.com [https://www.developmental-discoveries.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 [https://bit.ly/3Rpwaot] 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 [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 [https://athealth.com/the-testing-psychologist/] 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!e from At Health! [https://thetestingpsychologist.com/wp-content/uploads/2026/06/126d02cf77d538bfbb28360e136b91e7-DSC00798-close-1024x918.jpg] ABOUT DR. MEGAN HELMEN In her early work with autistic children and their families, Dr. Helmen became increasingly aware of how difficult and disorienting the diagnostic process could be. This awareness shaped her professional mission: to provide a more informed, compassionate, and empowering introduction to neurodevelopmental understanding. Dr. Helmen’s approach combines clinical expertise and research-backed strategies with genuine connection and a sense of humor. After more than a decade of clinical practice within medical systems, she founded Developmental Discoveries to offer a more humanized and family-centered model of service. The practice is built on ensuring that children feel welcomed and understood, while caregivers gain meaningful insight into their child’s strengths, struggles, and opportunities for growth. Get in touch: * Email: crrh@earthlink.netdrmeganpresents@gmail.com [drmeganpresents@gmail.com] * Speaking & consulting:  [crrh@earthlink.net]https://www.developmental-discoveries.com/speaking [https://www.developmental-discoveries.com/speaking] * Clinic website: developmental-discoveries.com [http://developmental-discoveries.com/] * Instagram: https://www.instagram.com/developmental_discoveries/ [https://www.instagram.com/developmental_discoveries/] * Facebook: https://www.facebook.com/DevelopmentalDiscoveries [https://www.facebook.com/DevelopmentalDiscoveries] * LinkedIn: https://www.linkedin.com/in/megan-helmen-psy-d-l-p-945b2716/ [https://www.linkedin.com/in/megan-helmen-psy-d-l-p-945b2716/] 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 [http://www.coloradocac.com], 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 [http://www.thetestingpsychologist.com/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 [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist]

581. Inside the BASC-4 w/ Dr. Cecil Reynolds

Would you rather read the transcript? Click here. [https://thetestingpsychologist.com/581-transcript/] In this episode, I sit down with renowned assessment expert Dr. Cecil R. Reynolds to discuss the upcoming release of the Behavioral Assessment System for Children, Fourth Edition, widely known as the BASC-4. We dive into the complex science behind test construction, examining why regular revisions are necessary to combat the seven year half-life of psychological knowledge and adapt to shifting clinical realities. Dr. Reynolds shares an insider look at the specific updates featured in the new edition, including neurodiversity-affirming adjustments to item language, an upgraded autism index for early childhood, and the upcoming introduction of narrowband scales for ADHD, autism, and mood disorders. We also address the systemic challenges of test development, the critical ethical requirement to choose instruments capable of withstanding legal cross-examination, and how practitioners can directly advocate for the creation of an adult broadband equivalent of the BASC system. * 00:35: The upcoming summer release timeline and rollout schedule for the BASC-4 * 01:18: The seven year half-life of psychological knowledge and the necessity of test revisions * 06:40: Incorporating neurodiversity-affirming language into standardized items without sacrificing validity * 11:17: New positive development metrics and expanded early childhood autism screening capabilities * 23:26: The clinical functions and structural features of the upcoming BASC-4 narrowband scales * 34:08: The psychometric dangers of diagnostic over-identification when using standalone narrowband tools * 45:37: Selecting legally defensible instruments aligned with the Standards for Educational and Psychological Testing * 51:54: Market realities of the test publishing industry and the path forward for an adult broadband measure * 01:00:21: Defining clinical efficacy and balancing workflow efficiency with scientific accuracy Cool Things Mentioned * Craft: the premier membership community for testing psychologists [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist] * Crafted Practice: the only in-person business retreat for testing psychologists [https://the-testing-psychologist.mykajabi.com/crafted-practice-home] * Reverb [http://www.reverbreports.com]: the premier AI-powered report-writing platform for testing psychologists * Purchase the BASC-4 [https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?srsltid=AfmBOooZmHTHFLpfS_MHuqAC5l0pI2y_QAvgtHzZI-F93OC1hfk-Nfh2] * Join the BASC-4 webinar trainings: * https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453455 [https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453455https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453456] * https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453456 [https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453455https://www.pearsonassessments.com/en-us/Store/Professional-Assessments/Behavior/Behavior-Assessment-System-for-Children-%7C-Fourth-Edition-/p/P100125000?productId=A103000453456] 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 [https://bit.ly/3Rpwaot] 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 [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 [https://athealth.com/the-testing-psychologist/] 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!ount on ALL the course credits you purchase from At Health! [https://thetestingpsychologist.com/wp-content/uploads/2026/06/IMG_0786-1024x1024.jpg] ABOUT DR. CECIL REYNOLDS Cecil Reynolds is author of what are now 4 editions of the Behavior Assessment System for Childre, with BASC-4 about to release in 3 weeks. He is also the author of more than 50 commercially published psychological tests and a frequent contributor to The Testing Psychologist. Get in touch: * Email: crrh@earthlink.net [crrh@earthlink.net] 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 [http://www.coloradocac.com], 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 [http://www.thetestingpsychologist.com/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 [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist]

580. Using AI to Upgrade Your Hiring w/ Nicole Brewer, LCPC

Would you rather read the transcript? Click here. [https://thetestingpsychologist.com/579-transcript-2/] In this episode, I sit down with Nicole Brewer to discuss a transformative approach to hiring within private practice: the integration of artificial intelligence. Nicole shares her journey from seeking simple efficiency to discovering how AI can expose deep seated biases like overconfidence and the halo effect. We explore her structured four layer hiring process and how tools like Claude can be primed with a practice’s mission and values to provide objective, data-driven insights. This conversation offers a practical framework for practice owners to move from hiring good candidates to securing the best possible fits for their leadership and clinical teams. Key Moments * 00:53: Why AI is essential for uncovering hiring biases and gaps * 03:04: Identifying the four main biases that plague traditional hiring * 09:19: How the level of responsibility dictates the patience required in hiring * 18:31: The four layer process for vetting candidates effectively * 21:17: Integrating assessments like the Kolbe and DISC into the interview flow * 35:15: Technical steps for priming AI projects with practice specific context * 40:33: Using AI to generate custom interview guides and candidate reports * 53:35: The limitations of AI and the enduring need for human intuition Cool Things Mentioned * Craft: the premier membership community for testing psychologists [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist] * Crafted Practice: the only in-person business retreat for testing psychologists [https://the-testing-psychologist.mykajabi.com/crafted-practice-home] * Reverb [http://www.reverbreports.com]: the premier AI-powered report-writing platform for testing psychologists * Free Hiring Prompt Pack: https://www.rethinkyourpractice.com/Hiring-Prompt [https://www.rethinkyourpractice.com/Hiring-Prompt] 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 [https://bit.ly/3Rpwaot] 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 [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 [https://athealth.com/the-testing-psychologist/] 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!rrent 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 NICOLE BREWER, LCPC [https://thetestingpsychologist.com/wp-content/uploads/2026/06/Brewer-Nicole-2.jpg] Nicole Brewer is the founder and CEO of reTHINK Therapy, a 24-person group practice in Henderson, Nevada, where she’s building what therapist employment should look like, salary-based, benefits-backed, and grounded in the belief that excellent therapy starts with great therapists. Over the past decade, she’s evolved from solo clinician to practice leader, and now shares what she’s learned with other practice owners through reTHINK Your Practice. Nicole is especially passionate about the practical, human side of running a therapy business: building teams, designing systems, and, lately, using AI to make hiring smarter, faster, and more aligned. Get in Touch: * Website: www.rethinkyourpractice.com [http://www.rethinkyourpractice.com/] 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 [http://www.coloradocac.com], 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 [http://www.thetestingpsychologist.com/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 [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist]

579. EHR Review: My Best Practice

Would you rather read the transcript? Click here. [https://thetestingpsychologist.com/579-transcript/] Watch the YouTube video here. [https://youtu.be/eUyJ_GGfMdM] Welcome back to another electronic health record review episode, where I dive deep into the platforms shaping modern clinical practices. In this episode, I provide an in-depth walkthrough of My Best Practice, an electronic health record system designed specifically by a psychologist, Dr. Ryan Fuller. I evaluate this platform through the lens of a testing psychologist, exploring its usability, onboarding experience, pricing structures, and customizable features. From automated billing workflows and open-source outcome measure graphing to the challenges of manually inputting psychological testing CPT codes and building custom notes, I break down whether this affordable system truly accommodates the unique demands of an assessment-focused practice. Cool Things Mentioned * Craft: the premier membership community for testing psychologists [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist] * Crafted Practice: the only in-person business retreat for testing psychologists [https://the-testing-psychologist.mykajabi.com/crafted-practice-home] * Reverb [http://www.reverbreports.com]: the premier AI-powered report-writing platform for testing psychologists * My Best Practice: https://www.mbpractice.com [https://www.mbpractice.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 [https://bit.ly/3Rpwaot] 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 [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 [https://athealth.com/the-testing-psychologist/] 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 [http://www.coloradocac.com], 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 [http://www.thetestingpsychologist.com/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 [https://the-testing-psychologist.mykajabi.com/CRAFT-waitlist]