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  • 268: Masterclass: Autistic Adolescent Girl w/ Dr. Donna Henderson

    268: Masterclass: Autistic Adolescent Girl w/ Dr. Donna Henderson

    Would you rather read the transcript? Click here.

    Welcome back to another masterclass episode! If you haven’t listened to the prior masterclasses, these episodes are a little different than typical interviews. They are case presentations with experts in our field when we go through the history, data, and feedback sessions for specific clients.

    Dr. Donna Henderson, guest from our second-most downloaded podcast episode EVER (episode 119), is back with a masterclass on an assessment with an autistic adolescent girl. Our field is currently abuzz with discussion around autistic females, and Donna has been an influential voice in the collaborative conversation over the past few years. 

    Cool Things Mentioned

    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. Donna Henderson

    Dr. Donna Henderson has been a clinical psychologist for 30 years. She earned her doctoral degree from the School of Professional Psychology at Wright State University and subsequently worked as a staff neuropsychologist and then director of acquired brain injury at the Gaylord Hospital in Connecticut. After staying home with her three children, Dr. Henderson joined a private practice, The Stixrud Group, in 2011. She specializes in neuropsychological evaluations for individuals with cognitive, academic, social, and/or emotional challenges, with a particular specialty in autism.  Dr. Henderson is a frequent lecturer on the less obvious presentations of autism, on autistic girls and women, and on parenting children with complex profiles, and she provides case consultation, particularly for mental health professionals who would like to learn more about autism. 

    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 grew to include 12 licensed clinicians, three clinicians in training, and a full administrative staff. 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!

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  • 267 Transcript

    Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast, the podcast where we talk all about the business and practice of psychological and neuropsychological assessment. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Hey, y’all, welcome back to the beginner practice launch series, this informal series that is taking shape over time as the episodes are released. Today, I am talking about the biggest hurdles when you’re starting your testing practice. These hurdles are born from, well, not born from, these hurdles and questions come from the topics that come up most in the Facebook group, The Testing Psychologist Community, and my consulting with individual clients and my group clients. I hear the same things over and over, and I want to compile them here and try to address some of these hurdles.

    Now, if you are a beginner practice owner or a hopeful beginner practice owner, you can check out The Testing Psychologist Beginner Practice Mastermind group which is enrolling for the next cohort. Stay here with me now in April and May 2022. You can go to thetestingpsychologist.com/beginner and get more information.

    All right, let’s talk about these hurdles.

    Okay. Here we are diving into some of the biggest questions that come up among my consulting clients and in the Facebook group when we’re talking about starting a practice. This episode is multi-layered. One layer, of course, is providing some normalization or validation if you find[00:02:00] asking these questions, but two, I would like to try to address some of these hurdles and give you some things to think about in solving these problems.

    The first one that comes up is more just a general hurdle for making decisions, and that’s the analysis paralysis paradigm. More than anything, I run into folks who just have trouble making decisions about each of the aspects of launching their testing practices because there are so many options. As we know decision fatigue is a real thing. And when you’re launching your practice, there are any number of decisions that you have to make and fractals that you can go down. I think of fractal shapes when it comes to decision-making. Once you go down one rabbit hole, it just spins and spins and gets more complex. And then before you know it, you’re pretty deep in deciding on some very granular aspect of an EHR when you should be looking at the big picture. So analysis paralysis is a big hurdle.

    There are two things that I think about when just making decisions. One is that good is certainly better than perfect. A lot of you have heard that phrase, don’t let perfection be the enemy of good enough, something like that. And I think there’s a lot of truth to that because most of the decisions that we make when we launch our practices can be changed later. It might take a little bit. It’s a little bit like steering the Titanic to make some changes in your practice, like with your schedule, for example, or fees perhaps, or paperwork, but for the most part, many of the decisions we make are reversible.

    The second layer to that is [00:04:00] a phrase that I use often, which is this idea that mood follows action. So, if you’re feeling confused and overwhelmed in the decision-making process, sometimes it just helps to do. Just make the decision and go with it rather than analyzing it forever.

    With that in mind as a theme for the rest of the items we’re going to talk about, let’s go a little deeper into some of these questions.

    One of the main hurdles that I hear a lot is just simply the “business stuff”. People ask a lot of questions about, how do I establish a business?

    What do I do with my finances? Do I need an accountant? Do I need a financial planner? Do I need an attorney? People get quite bogged down in the business aspects. And so, one of the things just to cut through is to register your business. An easy step is just to register your business as a single-member LLC or PLLC with your secretary of state. Choose a business name and be done with it. That will take care of a lot on the legal and tax side. And then from there, you can decide which professionals you need to help you.

    I will say from personal experience that doing taxes was pretty easy early on. If things are relatively simple, you can do that. You don’t necessarily need an accountant, but I think it is helpful to have a bookkeeper, especially as your practice gets more complex. However, there are some layers to that too. Bookkeeping can be very easy if you are an accountable individual who will do your bookkeeping every month, and if you have a relatively small number of accounts and transactions. Most of the bookkeeping software you use will learn the rules for how to classify transactions and [00:06:00] it can be automated pretty easily when you’re small. Where it gets more complicated is when you bring in payroll and more complex accounts or multiple accounts or multiple businesses. But in the beginning, it can be easy.

    That said if you’re not a person who will sit down and do it every month, just be honest with yourself and hire someone to do it. It will cost you probably anywhere between $100 and $300 a month to have a bookkeeper. It’s so nice.  And it’ll save you so much time when it comes time to do your taxes.

    So business stuff. If you have any concerns about establishing your business in the right way, you can consult an attorney. It shouldn’t take more than an hour of their time, which of course varies depending on your geography, but somewhere around $200 to $500 for an hour, just to have some peace of mind around your business entity and make sure that you’re registering it the right way. So that’s one question I get a lot just like, what do I do with the business stuff? If you get into hiring folks down the road, that adds some complexity, of course, but we are talking about beginner practice issues. So let’s stick there.

    Another question I get a lot is private pay versus insurance. Do I need to take insurance or can I do private pay? So there are so many layers to this that there is no way to solve this question in a 20-minute podcast. What I will say though is that private pay is infinitely easier. It’s infinitely easier in terms of collecting payment, doing your accounting, it reduces the amount of support staff that you might need, it is a lot less time on the practitioner and admin staff. So if you can go private pay, I am a big fan of going private pay.

    [00:08:00] If you didn’t catch my episode with Dr. Annie VanSkiver from several months ago about going private pay and still providing access to folks, I would highly recommend that you go check that out. That is the biggest concern that I hear from people is, well, if I take private pay, I’m not going to be able to provide access to those who need an evaluation. And Annie talks through how she made that transition and is thriving in a private pay practice but also is providing access to the folks who need it. So there are ways to do that. I’m also a big fan of going private at pay if you can, and then just charging enough that you could truly provide sliding scale or pro bono evaluations for those who need it if that is a value for you.

    So, should you take private payer insurance? I think private pay is way easier. In some geographic areas, genuinely, I don’t know that a practice can be sustained in a private pay model. So then you need to think about taking insurance. And even with that, it doesn’t mean you have to take every insurance. It doesn’t mean you have to take Medicaid. It doesn’t mean you have to take the lowest-paying insurances. There are layers as always. So you can decide, you can do some research and figure out selectively which insurance panels are biggest, easiest to work with, and pay the most. Hopefully, at least 2 of those 3 circles will overlap. And you can use that to make a decision about taking private pay versus insurance.

    Let’s see. It is safer and something that a lot of folks do where they start taking insurance, and then once they get a large number of referrals and build up a reputation in the community, they will transition off and go private pay. So that’s an option as well.

    Another question that I get a lot is what [00:10:00] measures do I need? This is a very difficult question to answer, but, of course, it’s going to map to the presenting concerns that you have, the referrals that you’re getting, and the complexity of eval that you’re doing, but generally speaking, we all need an intelligence test. Most of us need an academic measure. A lot of us need social-emotional rating scales and checklists, and so forth. So you can’t go wrong just getting some core measures that will satisfy those needs.

    There are some situations where you might need multiple tests that get at the same thing, like a KTEA and a WJ or a WIAT or a WISC and a RIAS, but for the most part, an IQ measure, an academic measure, and a social-emotional checklist. And then you can build from there depending on your presenting concerns.

    The place where I see people getting stuck is like really getting in the weeds as far as what measure assesses the specific constructs “the best.” The truth of the matter is that there’s a lot of research to be done if you really want to dive into what assessments do the “best job.” I would not go with the ones that are the most popular necessarily, but you can look at certainly technical manuals, consult with colleagues who are familiar with this kind of evaluation or assessment of measures efficacy. And you can also look at the gosh, the name is escaping me now, but I will link it in the show notes, the guide, there’s a compendium of test reviews that can be quite helpful as well. And I will again, link that in the show notes [00:12:00] when I find it.

    So again, the issue is not picking the perfect measures. You can always add measures. You can sell measures, right? People buy and sell measures all the time. So, getting a core battery, knowing that you’ll be able to address 90% of the referrals that come through your door, that’s where you want to spend your time and energy. Otherwise, you really can get bogged down in buying too many tests or tests that you don’t need, things like that.

    Related to that, people ask a lot, should I do Q-interactive or should paper administration? The pros and cons here are, I think relatively clear.

    Q-interactive is more efficient. It can be more cost-effective at the lower end of the volume. So if you’re doing fewer assessments, it is cheaper than buying paper kits. It’s easy to get started with Q-interactive without the high startup cost of buying paper kits. The trade-off though is that research I think is still emerging with a lot of measures that are on Q interactive. They certainly weren’t normed on Q interactive. They were compared, but not normed or developed necessarily.

    The downside is the more volume you do, the more expensive Q-interactive gets. So again, personal decision. A lot of folks like Q-interactive. It is pretty efficient, pretty easy. The library of measures is ever-expanding. And I think that’s the direction that we are headed as a field in general.

    Things are moving online. Things are moving digital. So I would really start, especially as you are launching your practice, start from a place of why wouldn’t Q-interactive work for me and look at the details there and see if the research and the efficacy are [00:14:00] strong enough for the measures that you need to assess the referral concerns that you have.

    The last question that I hear a lot is, what EHR should I use? Again, there are so many layers through this question. I did a whole review series on 5 or 6 of the most common EHRs that are out there. I will link that in the show notes. You can go watch those videos. They’re YouTube videos where I do a screen recording of walking through these EHRs. There are certainly some that rose to the top. I’ve been using TherapyNotes forever. IntakeQ has grown significantly in popularity over the years. A lot of folks use SimplePractice. I would say those are the top three.

    There are a number of EHRs that are emerging onto the scene and getting more attention. So, this is one of those discussions that may not be evergreen necessarily. If you’re listening in 2023 or 2024, this may not be accurate, but right now, just limit your options to of the top three: TherapyNotes, SimplePractice, IntakeQ. Those seem to be the ones that folks use the most and like the most. There are many others out there, but I would just limit your search.

    What I advise folks to do is do a free trial for a month, a couple of months, walk through the workflows, see which ones you like best. I think that they each have strengths and weaknesses, and it really just depends on your particular needs for your practice. I will say that those are the three that I found that were probably the most testing-friendly right out of the box compared to some of the other major players in the EHR community, but your mileage may vary. So, take some time and test [00:16:00] out each of those EHRs, go through the same process with each one, and see what you like.

    All right. That’s a quick crash course into the biggest hurdles that I hear when people are starting a testing practice. Hopefully, some of that resonated with you. There are many other episodes to branch off onto. If you wanna go deeper into any of those topics, those are linked in the show notes. And like I said, of course, if you are interested in getting formal support, you can go to thetestingpsychologist.com/beginner. Learn more about the Beginner Practice Mastermind that’s starting later in the spring and schedule a pre-group call to see if it’d be a good fit.

    Okay, y’all. That’s it. For next time, I think we are going to continue this beginner practice launch series in the next business episode. So, I will catch you then.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational and educational purposes only. Nothing in this podcast or on the website is intended to be a substitute for professional, psychological, psychiatric, or medical advice, diagnosis, or treatment.

    Please note that no doctor-patient relationship is formed here, and similarly, no supervisory or consultative relationship is formed between the host or guests of this podcast and listeners of this podcast. If you need the qualified advice of any mental health practitioner or medical provider, please seek one in your area. Similarly, if you need supervision on clinical matters, please find a supervisor with [00:18:00] expertise that fits your needs.

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  • 267. Biggest Hurdles When Starting a Testing Practice

    267. Biggest Hurdles When Starting a Testing Practice

    Would you rather read the transcript? Click here.

    Continuing the beginner practice launch series, today I’m discussing some of the biggest hurdles to starting a testing practice. These hurdles reflect the topics and questions that come up most in my consulting and in the Testing Psychologist Community on Facebook. Here are some of the challenges that I see most frequently:

    • Analysis paralysis
    • The “business stuff”
    • Private pay vs. insurance
    • What measures do I need?
    • Q-interactive vs. paper admin
    • What EHR should I use?

    Cool Things Mentioned

    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 schedule a complimentary 30-minute pre-consulting call!

    [x_button shape=”square” size=”large” float=”none” href=”https://app.acuityscheduling.com/schedule.php?owner=13476033&appointmentType=2843005″ target=”blank” info=”none” info_place=”top” info_trigger=”hover”]Schedule Your Call[/x_button]

  • 266 Transcript

    Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast, the podcast where we talk all about the business and practice of psychological and neuropsychological assessment. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    All right y’all, welcome back to The Testing Psychologist podcast. Today, my guest is Georgia King. Georgia is one of the leading therapists providing evaluations for immigration legal cases in the US. Over the past decade, she’s provided mental health assessments for hundreds of immigrants from around the world. In 2017, she founded the immigration evaluation training center through which she has taught hundreds of therapists how to provide highly effective immigration evaluations and to create thriving practices.

    Georgia regularly appears in court as an expert witness and has been a guest speaker at Georgetown Law School and the Smith College School for Social Work. In addition to teaching therapists through her training program, she currently maintains a private practice in Los Angeles providing individual therapy and immigration evaluations.

    So, this is a really fun interview, a really informative interview. Georgia was a very easy guest to talk with, super knowledgeable. We dive into a lot of aspects of immigration evaluations, but we really spend the most time on the business side of things more than anything. So we talk about getting referrals, how to reach out to referral sources, what to say, how to structure your evaluation, how much to charge, all sorts of things. So, if you are thinking about introducing immigration evaluations to your practice, this is a fantastic resource. And as you heard, Georgia does a lot of training around this topic as well if you’d like to dive deeper.

    If you’re a beginner practice owner trying to launch a testing practice, I would love to have you consider The Testing [00:02:00] Psychologist Beginner Practice Mastermind group. It’s a group coaching and accountability offering where you join a group of other psychologists and we just help you as you launch your practice. I lead the groups or moderate the groups. They are really fantastic. It’s so cool to see the connections between members and see people hold one another accountable and level up in their practices. If that sounds interesting, you can get more information at thetestingpsychologist.com/beginner and schedule a pre-group call.

    All right, let’s get to my interview with Georgia King.

    Georgia, welcome to the podcast.

    Georgia: Hi Jeremy. It’s great to see you again.

    Dr. Sharp: Yeah, you too. I’ve been looking forward to talking with you for a long time now. This is a topic that we visited pretty early in the podcast. And I think the state of affairs has probably shifted quite a bit. I know that you’ve been doing this work for a long time, so I’m really looking forward to everything that you’re going to share with us regarding immigration evaluations. So, thanks for being here.

    Georgia: Thank you so much. I’m so glad to be here.

    Dr. Sharp: Well, I’ll start off with my standard question here which is, of all the things that you could spend time on in this world, why dedicate your time and energy to immigration evaluations?

    Georgia: That’s such a great question. I fell into this work totally by accident. I could’ve really gone my whole career and never even known that this work existed. And that scares me because it really has turned out to be some of the most meaningful and rewarding work that I’ve ever done personally or professionally.

    So, I’m just on fire for the work in general. And then by extension, getting the word out to as many therapists as possible because I had no idea this existed. I just happened to have a lawyer ask me for an evaluation for an immigration case. And if that hadn’t happened, I could have just gone my whole career, and it would have been a good career, I had a good private practice going. I was enjoying it.

    But this work, it’s life-changing for me, and then I see it for the clients. It’s life-saving and life-changing work. I had no idea that I could do anything like this, make this kind of impact from my living room. I would’ve thought I’d have to travel abroad or join the Peace Corps or something, which I was not in a place to do any of those things. So to be able to have this kind of impact just means the world to me. And I want as many therapists to know about it as possible.

    Dr. Sharp: I love that. That is one thing about this work that is maybe the most important thing is that it’s immediately impactful. It’s happening right there. This is a huge part of these folks’ lives and you play a really big role in helping them. So I can totally see that.

    I’m curious, when you say that you fell into this and you got that first request for that evaluation, what did you say to yourself and how did you decide to just go for it? And then how did you decide to continue even after that because some of us do one-off things here and there, but it doesn’t necessarily stick? Can you think back to that experience?

    Georgia: Yeah, absolutely. I was in private practice. I ended up specializing in teenagers for some reason. I like how they’re so grumpy and they hate you, and then hopefully at some point they start speaking to you and that’s thrilling. So, I loved it. I’d always wanted a private practice. I enjoyed my clients. And then I happened to move into a new office. It was across the hall from these immigration lawyers and one day one of these lawyers asked me for an assessment for one of their cases. I immediately said, no. I was really not interested. I’m very skeptical. My life was challenging enough. I wasn’t really looking for new frontiers of challenge.

    I think, honestly, looking back, I was nervous and skeptical. I’d never heard of this. I felt like I probably would have heard about this in grad school if this was a thing. I’ve talked to a lot of therapists, probably I would have heard about this. Thankfully, this lawyer, God bless, was really persistent. He kept, I think you might really like this. These cases are really meaningful. I got to know him. He was super passionate. It took a few months to wear me down before I agreed to like, okay, let me do a little research, find out what you’re even talking about.

    I was able to find a little bit of training. It was hard to find much. This is about 10 years ago, in 2012. But once I did make that decision to jump in, because I do like a challenge, even though I was saying I wasn’t looking for a challenge, I do like a challenge. Once I started hearing back that the cases were successful, that was what hooked me. Absolutely, that was what hooked me.

    Dr. Sharp: I would think that almost immediate gratification goes a long way. We don’t get that a lot with the evaluations that we’re doing.

    Georgia: No. That’s something I think about. As a therapist, I get to see progress, little bits and pieces over time. It’s very slow most times, whereas this, you meet with the client a couple of times, usually, months and months go by, but then you’ll hear back the case was successful. And that’s it. You were part of making that happen.

    Dr. Sharp: Yeah, that’s amazing. Well, we’re going to talk all about it and how to make these things happen and build a practice like this. So let’s lay some groundwork. Talk me through the different types of immigration evals. I know that that’s an umbrella term and there might be some specific approaches or types within that, right?

    Georgia: Sure. Just to start with the most basic terms here, when you hear the term immigration evaluation, we’re really just talking about a mental health assessment provided for an immigration case. And these cases can look different ways. I’ll describe briefly the two cases, the two kinds that I work on the most frequently.

    The first would be an asylum case. And just to walk folks through what the evaluation does, I meet with an asylum seeker. This is someone who’s been through persecution in their home country, but they most often don’t have any physical scars to help prove their case. They most often just have their story of what they’ve been through. Now, as a therapist, we can come in and we can document the invisible scars of PTSD, depression, anxiety, and this helps provide evidence for their case.

    So fundamentally, we’re providing evidence for the case for this immigrant. I’ve had so many lawyers over the years say that the evaluation was fundamental to winning the case. It was the only evidence that the person had. So often our assessment is the deal-breaker in the whole thing.

    I’ve worked with folks from all over the world who’ve needed asylum. One of my early cases was with a trans gentleman from El Salvador. I’ve worked with someone fleeing political persecution from Iran. I’ve worked with several folks from Iran, folks from Sierra Leone, India, all over. So that’s the first kind of major case that I work on.

    Dr. Sharp: Can I ask a really dumb question?

    Georgia: Please. I love all kinds of questions. All of them.

    Dr. Sharp: Thank you. So why is there a case in the first place? When you’re referencing a case, what is happening? Is the individual being threatened with deportation or something different?

    Georgia: Something like that. When someone flees their home country, they come to the US, they need to apply for asylum technically within their first year of arriving here. And people sometimes miss that deadline. Otherwise, they’re here illegally. They don’t have documentation. And they’re at that threat of deportation. So most of the folks that I work at work with are not in deportation proceedings, but they’re trying to get asylum to get on a path to citizenship.

    Dr. Sharp: Okay, thanks.

    Georgia: Yeah, absolutely. And I’ll just say upfront, I’m not an expert in asylum law or immigration law, I haven’t been to law school, but I do ask a ton of questions. I’ve worked with a lot of lawyers, so I’ve picked up a lot along the way.

    Dr. Sharp: Great. No, thanks for diving into that. I just want to make sure that everybody knows the context for how these cases may occur to you.

    Georgia: And just to say too to folks that in all the cases that I work with, the client has a lawyer. And so, we don’t really have to be experts. You can learn what you need to know in order to do the assessment and make it most effective as possible, but we don’t have to be experts either. But I’m always glad to share what I can.

    Dr. Sharp: Great, thanks. Are you going to dive into the second type of case?

    Georgia: Yeah, the second kind of case that I work on really frequently, it’s something called an extreme hardship waiver. Folks may or may not have ever heard of this. At the most basic level, I’m meeting with someone who was actually a US citizen who most often, the cases can look different ways, but most often what it means is I’m meeting with the US citizen who’s married to an undocumented immigrant and they’re trying to keep their family together.

    So this means that my clients look in all kinds of ways. I may work with a gay young person from El Salvador, and then the next day I may meet with some white gentlemen from Kansas who’s married to someone who is undocumented. The clients who need these evaluations really have a… there’s a big spectrum in terms of educational background, economics, culture, all of the above.

    Dr. Sharp: Sure. I think at least for myself, I’ve erroneously assumed, when I hear immigration evals, it’s a lot of primarily like Latin X individuals or central American folks or something like that, super close, but it sounds like you work with a wide variety of individuals from around the world really it could be.

    Georgia: Exactly. And I’m glad you brought that up because I think that there really is only a narrow slice of folks who are portrayed in the media. One of the things that I love about immigration evaluations is that you can work with such a wide variety of individuals and you can find this really meaningful, powerful balance between pro bono work and full fee work. So you can work with folks who fled with just the clothes on their backs, basically. And then you can work with folks who are all over the world.

    I routinely work with folks who have advanced degrees and professional careers and can easily pay a full fee all in one session. So you really see, and I’m glad to be able to speak to this because those aren’t folks that you see in the media, you don’t see those sorts of images as much. So, that was something that surprised me and that I’m always glad to talk about.

    Dr. Sharp: Sure. That might be a nice segue to flow into the business side of things. I know that this is a big focus of yours. We’ll talk about the clinical side as well, but I do want to really focus on business and how we might actually get some of these evals into our practices.

    Where would you like to start? I could start any number of places, but I’m curious for you where you think it’s important to start on the business side?

    Georgia: Sure. The thing that I tend to focus on first is just my experience doing the work. My referrals, 99% of the time they’re coming from immigration lawyers. So part of how this works as a business model is, you only need a few lawyers who like your work to really have as many referrals as you want to be working on.

    This is where I find it very different than when I was only meeting with teenagers doing one-on-one therapy work in private practice where I was always kind of like, well, where’s my next referral coming from? Maybe here and there I’d have a psychiatrist or a school that would refer to me, but it felt like I was always pounding the pavement in a way. That’s not the case with this. You really just need a few lawyers who like your work for them to send you as many referrals as you want. And so, you might do one a month or I know therapists who do several each month. You really get to call the shots.

    This works in terms of a business model as well because the clients that are coming to you by definition have access to some means. They have the ability to hire an immigration lawyer, for instance. So it self-selects folks who have some resources or have family members who have resources. And then this is relevant as far as how you can balance this in your private practice.

    Dr. Sharp: Yeah, of course. I’m glad you addressed that. That is a misconception I think that I’ve certainly heard and felt a little bit that, is there money to be made in this variety of practice for better, for worse? I mean, we have to make money in our practices. So that’s a consideration

    Georgia: I’m with you. And this can be one of these topics that we dance around, or it can be, did we talk about it or not? I think most of us are drawn to the work. We have a good heart and you want to make an impact. And there are just the realities of student loans and making a living and you’re making ends meet. And that’s something that I have found this avenue with private practice work, it just opens up new levels of financial stability, financial freedom.

    In my training center, as I get to support folks who are just starting out, I get to see them leaving jobs that are less than ideal or reorienting their private practice so that they can have more flexibility and do work that’s meaningful, but also allows them to make a good living for themselves and for their families.

    Dr. Sharp: Yeah, that’s great. Best of both worlds.

    Georgia: Yeah.

    Dr. Sharp: Well, let’s talk about the referral. So it sounds like you were lucky or fortunate or something in the beginning when you got approached by this immigration attorney. Where did it go from there? And or, you have a choice here, how would someone connect with these attorneys if they weren’t approached?

    Georgia: Sure. Yes, I feel very fortunate. I don’t know how life unfolds as it does, but I feel very grateful that I ended up across the hall from these lawyers. I just jumped in with my first case and then just started doing more and more cases with them. At that point, I was in the DC, Maryland area.

    When I moved to Los Angeles, which is where I am now, I picked up from scratch a little bit as far as lawyers. I tried a few different methods to contact them. I tried sending out hard copies of flyers and sample assessments. I didn’t hear much back. I’ve found it most successful to use email to just send out emails to lawyers.

    There are a couple of good sites. There’s a site called Avvo that has different reviews for lawyers. You can find some in your area. If anyone who’s listening is interested in this, you can always go to a site like Avvo to just get a sense of how many lawyers are in your state. These assessments are needed all across the country. Lawyers in every state all across the country are looking for therapists to provide these evaluations. You can get a sense of a little bit of what the need might be in your area.

    Dr. Sharp: Great. And just getting really detailed here. What do you say in that email that you send to the attorneys?

    Georgia: I’ve tried different methods over time. What I do at this point is I give them a little bit of a shorthand synopsis of the kinds of things that I cover in the cases that I work on. And so, just to encourage your listeners, if you’re interested in moving forward with this, whether you train with me or with someone else, train with somebody for many different reasons, but it’s going to give you a really good foundation to do the assessments. It’s also going to give you an edge when it comes to marketing to lawyers because once you do a training, you have the insights scoop about how the cases work. And you can let the lawyer know that in your email.

    So for instance, I mentioned a minute ago, there’s a one-year filing deadline for asylum cases. That’s a random detail that just a general therapist off the street probably doesn’t know about. But it’s something that it’s so important that you know about if you do these assessments, because if someone missed that one-year filing deadline, then we can talk about any psychological reasons that may have contributed to them missing that deadline.

    That’s just one tiny example. So when you do a training, you’ll know things like that, and then you can mention it in your email. It sets you apart from therapists who might be trying to do this work who haven’t done training. You can let lawyers know that you know the inside scoop. You can tailor your assessments to the case. It’s going to make the assessment that much more powerful and make their jobs even easier.

    Dr. Sharp: I like that. Yeah, there’s gotta be some special knowledge, I guess, almost like a secret code or something that you can share with these attorneys to let them know that you do know what you’re talking about.

    Georgia: Yeah, exactly. And that’s something I want to emphasize too to therapists listening. You have the skillset. You know how to conduct assessments for mental health symptoms. All you need is some training and guidance to tailor those skills to the needs of immigration cases. I always want to stress that to folks. I think that people end up being surprised by how accessible the work is, how easy it is. You’re sitting on this skill set. You have the superpower and you just need a little guidance in what the framework is for this particular niche. That’s it.

    Dr. Sharp: Yeah. I know this is a little bit out of order, but I think it’s a nice place maybe to interject a little bit of clinical information. So when you say we already have the skillset, can you talk a bit just about what goes into these evaluations that we’re even doing that is easy to jump into?

    Georgia: Absolutely. One of the things I really like about this niche work is that you are your own boss and you can conduct the assessment the way that you want to do it. There are no official guidelines or regulations for these. There’s no overseeing board or committee to look at what goes into an evaluation or not.

    Sometimes that makes me a little crazy because it means there’s not much in the way of quality control and anyone can submit anything. Any therapist can submit something and call it. So I’m sure you run into this too in all kinds of different contexts. That side of it, sometimes it makes me a little crazy, but on the other side, it means that you can use whatever tests or self-assessment scales you prefer. The only guidance is that therapists conduct the assessment and keep with their training and experience. So masters-level therapists can do these as well as certainly, as those who have doctorate degrees. You can conduct it the way that you want.

    In the training that I offer, I share with folks the self-assessment scales that I use that I’ve found the most useful over time. Generally, therapists are going to do clinical interviewing as far as getting the history and learning about symptoms, and then it’s up to the therapist or psychologist, what they want to do beyond that.

    Dr. Sharp: Got you. I’ve spoken with a few folks over the years who do immigration evaluations when I’m in my consulting and whatnot, and it seems like there is a variety. I mean, there’s always that general framework of interview, assessment, report, but within that, there’s a fair amount of variety is in terms of which measures people pick or how they’re doing. Well, we can get into all sorts of data, you know, are they doing any cognitive testing or not? Or is it just PR anyway. There’s, there’s a lot of flexibility, I suppose.

    Georgia Yes. Absolutely.

    Dr. Sharp: Nice. Anything else on the clinical side that is worth mentioning before we jump back to the business component?

    Georgia: This is just a slight departure from the clinical part of it, but it’s related, a common question that I get from therapists who are learning about this work is the question, do I have to go to court? And so that’s something I wanted to just mention while I’m thinking of it because the answer is no, you do not have to go to court.

    My work primarily is meeting with the client a couple of times during the write-up. That’s the focus. Most of the cases that I work on don’t even have a court component. I mentioned the extreme hardship waivers. There’s no court component. Those are just filed administratively. That court component does not exist. For asylum cases, there is a court component, but you’re never mandated. There’s no subpoena process. A therapist never has to do the court thing.

    So if anyone’s listening and they know that they don’t have the time or bandwidth or desire to do court, that’s fine. You don’t have to. I’ve worked on over a hundred cases over the years and I’ve been to court just a handful of times. It’s just a small part of what I’ve done.

    I definitely support therapists who want to do court. You can go as an expert witness. It’s really powerful work. I love slash/ hate it but love it enough that I do it. It’s a stretch a little bit. I’m kind of shy. But it’s amazingly powerful. That being said, if my life doesn’t ever have the time for it, I just let a client know up front that I don’t have the ability to do that. And that’s fine. Most times they’ll work with you anyway. If they have any hesitation, they can always work with a different therapist who can go to court, but just to encourage folks, if that’s not your cup of tea, that’s fine. You don’t have to do that.

    Dr. Sharp: That is good to know. I don’t know that I would’ve even asked that question. So I’m glad that you specified.

    And just in case people are super interested in being a good forensic therapist or go to court kind of therapists, I did an interview with Nicole Stoller Peterson a few months ago, back in the catalog. We’ll link to that in show notes, just in case, but good to know that that is not a huge component of these immigration evaluations.

    Jumping back to the business side of things, we’re talking about networking and it seems like you’re really focusing your efforts on these attorneys. Is that fair? Are you trying to get referrals from anywhere else or is it really attorneys more than anything?

    Georgia: It’s been so interesting for me to witness other therapists and how they go about this. I’d say a lot that I know really focus networking efforts on attorneys. And for myself, I don’t really want to work with a client who doesn’t have either an attorney or at least has consulted with legal services.

    Generally speaking, I don’t want to go out on any ledges. I’m not trained in law. I want to be sure that the client has a good case and I want to be sure that I’m providing what they need. For myself, I’m always careful to make sure that the client also has an attorney.

    So for me, this model works really well, but I do know therapists who focus in the opposite way and focus directly on marketing to immigrants. I’ve seen that look really successful as well. I’ve also recently talked to therapists who, and this is exciting to me, they’ll connect with a nonprofit who offers that offers low fee or pro bono legal services and provide evals for that nonprofit and the funding comes through the nonprofit. So that’s a really exciting model.

    If anyone’s listening and wants to look into that, I’ve heard, especially good things about cities that have been designated as sanctuary cities. There tends to be more funding. Yeah, that makes sense. I know someone who connected with a nonprofit, made an arrangement to do 10 evaluations for them over the coming year at a 10% reduction in fee or something like that. So there are some really cool models of how to structure this. You can approach it from a few different ways.

    Dr. Sharp: Nice. Well, it’s like you’re reading my mind with these questions. I was going to ask next how do you set this up in terms of finances and billing? So anything that you’d be willing to share in that regard would be great, especially I’m curious, does insurance ever cover these, or is it all private pay or through a contract? So maybe we start there and see where that takes us.

    Georgia: Sure. Those are great questions. Generally speaking, it’s going to be private pay. The client pays you directly. It’s always better to keep money separate. So they’ll pay their lawyers separately, then they’ll pay you separately. Very occasionally I’ll hear of someone being able to get a little bit of reimbursement from insurance, but it’s very rare that I’ve heard of.

    And then therapist’s charge, there’s a range as far as what they might charge for an assessment. Most that I hear over in around the $1000 range for evaluation, maybe between $800 and $1100, something like that. And again, I’ll have some clients where they can pay that easily upfront. I had a recent client who is from India. She has an MBA. I work with all kinds of folks. And then I’d say more of the folks that I work with find it manageable with a payment plan. So I’ll do three payments over time, take credit cards, stuff like that. So those are ways to make it accessible.

    Dr. Sharp: That’s great. And I assume if you’re doing payment plans, is it a setup where it’s the first installment is due at the interview and then the last one is a month later or when the feedback is done? Actually, that’s a good question. Are you doing a feedback session or are you just writing the letter and writing up the results and sending it to the attorney?

    Georgia: Yeah. Therapists do it in all kinds of ways. Myself, I always do two meetings with the client. So I’ll go to meetings with the client. I’ve at times done it in just one, but I really like having that second session. I find that it just goes a lot deeper. People can tell their stories in a deeper way. We just get at more of the heart of the material. And then after I do the write-up, I’ll send a copy to the lawyer and send the copy to the client and get their input afterward.

    With payment plans, generally, someone will pay you the first payment in the first session. And then ideally, it’s nice if they can do the second payment a few weeks later before you hand over the report. That being said, I’ve also extended it out of a couple of months as well when that’s been really needed.

    A question I do get from therapists sometimes is, do you have trouble getting paid basically? Honestly, I don’t run into the same issues with payments that I have at times in other areas of private practice work. Honestly, there’s so much on the line for folks. They’re really wanting you to be happy and the lawyer to be happy. They really want everybody on their team to be working for them. And so, I think there’s a different kind of motivation to just have everything in good standing.

    Dr. Sharp: Yeah, that does make sense, actually. Nice. I appreciate you talking through that. Since a lot of these are private pay or all of them are private pay, it sounds like, I know you mentioned doing some contract work or the possibility of getting a contract with a nonprofit or something like that. Is there, as far as you can tell, any need for pro bono services in this area, or have you run into folks who incorporate that into their practices at all?

    Georgia: Yeah, absolutely. And that’s something that is always in my mind. I see therapists balancing how to do pro bono work with folks who could never afford a full fee referral and balancing that with folks who can. I think it’s unique that in this niche of work, you have the opportunity to work with such a range of clients who have different educational and cultural backgrounds and financial backgrounds. So it really lends itself to that in a different way.

    Dr. Sharp: Yeah. I think a lot of us wrestle with the private pay versus insurance or pro bono. It’s nice to talk through that and just hear different rationales for how to approach it.

    I like the idea. This is a very valuable service for someone, and just like needing an attorney throughout this process is necessary, the evaluation is a necessary part of the process as well. And that we have the ability to really help and make a huge difference. So it’s okay to charge for those services.

    Georgia: Agreed.

    Dr. Sharp: Let’s see. What else? I’m curious, looking back, you’ve been doing this for a while, I’m curious what you maybe would have done differently, or if we were to say mistakes that you maybe have made over the course of the 10 years that you’ve been doing this. Anything comes to mind right away?

    Georgia: What comes to my head is, and this wasn’t, I don’t know if I would determine a mistake exactly. I mentioned this earlier. When I look back, I was so hesitant to launch into this work. I really very nearly just said, no, thanks. I don’t know what you’re talking about.

    For me personally, I think looking back I was a bit intimidated by lawyers, I think. I was newer in my career. I didn’t run in circles that included, I don’t know, they felt very professional and intimidating. Their suits were too nice and I just denied no, it was not part of my world. And so when I look back, I can just see like, oh my gosh, I hesitated for a while with that.

    As I mentioned before, I think I had this notion that if this was a real thing, I would have surely heard about it by now. Like surely this would have been something. And so, I feel like I’m now coming through all these experiences wanting to let people know this is legit amazing work. Pay attention if this is something that calls to you, take moves on it, move forward with it, because it has the potential to change your life. And then for you to do life-changing work for so many people.

    I love the variety that it adds to my practice just as I am thinking of that because I love doing therapy work, doing assessments as part of that work, but with this like I mentioned earlier, an early client I had was this trans guy from El Salvador. And this was someone who had been kidnapped and assaulted by a police officer. He described just the violence towards trans people in his community. It’s just another level. Not that we have everything figured out in our country as far as trans rights and trans people are certainly killed here, but in getting to know him and his story, it was just clear that he’s able to access a level of safety and human rights in a way here that he absolutely couldn’t in El Salvador. That was the one that I was able to go to court with. So, I was there when he found out that he was granted asylum and that he can stay and live here. And that moment is just unbelievable. That’s what has me hooked. Absolutely.

    Dr. Sharp: Yeah. How powerful. That’s an incredible moment and something to be a part of with your clients. My gosh, I appreciate you talking through all of this and as you’re sharing, it is very compelling to think about making such a meaningful difference in these individuals’ lives.

    I do have maybe one more question before we start to wrap up. You’ve been doing this for a while and you have seen, I would imagine some ebbs and flows. And so I’m curious, you might see where I’m going with this and I’m hesitant to. It’s a can of worms, but has the demand for immigration evaluations changed with the political climate at all over the years?

    Georgia: That’s an interesting question. Yeah, there have definitely been different ebbs and flows. It doesn’t always match up the way that I might imagine, depending on the administration, there have been these really good changes more recently where more folks are eligible to apply for asylum. These are specifically folks who are fleeing life-threatening domestic violence and folks who are fleeing gang violence. Those were categories that were included for asylum seekers for a long, long time. And then, with the last administration, those were curtailed for a while. And then more recently that’s been opened up again.

    So that’s been a really exciting development. I’ve worked on so many cases over the years where somebody was fleeing just life-threatening domestic violence where there was no way that they could be safe in their home country and similarly, with folks fleeing gang violence. I had one early case. This young man who was really focused on school, really studious. He was also El Salvador. One day he just was riding his moped down a country lane, and he happened to see gang members loading a dead body into a car, and his whole life changed. That was it. And he was no longer free and safe to live in his community.

    So there are folks who desperately need safety because of those kinds of circumstances. And it’s been really exciting to be able to work on these kinds of cases again, more recently.

    Dr. Sharp: Sure, I appreciate you diving into that a little bit. I lied. I do have one more question.

    Georgia: I love it. Please.

    Dr. Sharp: I just keep thinking. My question is, as you described these services, and of course, the way I have heard them described from others too is that we are largely advocates for these clients. I’m curious. Does it ever shake out where you are not recommending whatever is in the client’s favor? Do you see what I’m asking?

    Georgia: That’s a great question.

    Dr. Sharp: How do you maintain objectivity, I suppose, is another version of this question?

    Georgia: Absolutely, because there are things like malingering to look out for. It’s complex. A couple of thoughts come to my mind. One is, this word you just used, objectivity, that that’s essential. There is a way where we are advocating, but on the flip side, our job is to come in as an objective assessor in this situation. This is something I talk about a good bit in the training that I do.

    I do some amount of screening of clients. There are cases that I’ve turned down from the beginning because they just didn’t add up. There were too many twists and turns and things that didn’t add up to me. So that’s something that I’ve learned over the years to kind of keep an eye out for any red flags from the beginning.

    There are a number of different aspects that I’m looking for in terms of malingering. I know there are certainly a lot of different tests that different therapists might do along those lines. One thing that I’m always looking at, especially when it’s a case that focuses on trauma, I’m always looking at the level of emotional complexity, because there’s certainly. So often when it’s the…

    I’ve read this interesting study recently that was talking about trends to look for in terms of malingering when it comes to trauma history. One being, if someone’s malingering, they more often are telling their story in a way where they’re the hero of it, which I think is fascinating because then you can think about all the people you’ve sat with who described their trauma history with this mix of shame and embarrassment and ambivalence. I’ve met with so many folks who…

    One thing that I’m looking for in terms of authenticity is, so often when there’s the legit trauma history, they don’t want to talk about it. And it’s those levels of emotional nuance that become more and more difficult to research and fabricate when you think about someone doing this. So there’ve been 1 or 2 instances over the years where there’s been a bit of a flag for me, but by and large, it’s been overwhelming the amount of authenticity that I hear in these stories. It’s pretty unbelievable.

    I think your question is really good. And certainly, in my paperwork, I have written out very clearly what my policy is, that if I do think that someone is malingering, then I give them the option of canceling the report. And in which case they would just pay for whatever time we’ve spent in the sessions. Not something I’ve had come up much, but it is something that I look out for. And I do as I mentioned before, I’ve turned down certain cases when I do the initial call with the client and it doesn’t add up.

    One thing that’s really great as you go along is you get to know certain lawyers, and a good lawyer is going to help with this issue tremendously because there are so many legit cases they don’t need to stretch and take cases that don’t add up or where someone doesn’t have a good case or might not be telling the truth. So that’s also a great way to minimize this kind of issue in your practice.

    Dr. Sharp: I see. Yeah, that’s a good reminder. I forget that the attorney is probably more involved in those processes than we are. So you do have a colleague in a way in this.

    Georgia: Yes. And I like that part of it. That’s been a real joy for me, getting to know immigration attorneys, getting to see what they do. They do this, I think amazing crisis work that they don’t have enough training and trauma to do for their own health benefits sometimes. I’ll just see them really run ragged. I’ve been surprised though, just like the different lawyers I’ve met over the years and I just value those relationships so much, those conversations and relationships.

    Dr. Sharp: Oh, I’m sure. Yeah. It’s so nice to find folks in other disciplines that we can collaborate with. And it’s nice to just have support in this work that we do.

    Georgia: That’s right. Absolutely.

    Dr. Sharp: So as we start to wrap up, I know you have mentioned the training that you do a few times, and I would love to share that with folks. Can you say a little bit more about what this training looks like, and if people are interested, how they would reach out for that?

    Georgia: Absolutely. I designed the training to offer all the support that I wished that I had had when I was starting out 10 years ago. I love it. I love being in a role now to offer support to therapists who are starting out. So I give them the templates that I’ve developed over the years. I’ve created these very detailed templates that do so much of the work for us at this point. It just walks you through the questions, makes it easy, it gives you the tools to really jump right in.

    I’m a really practical person. So I designed the training to give the tools, not only the clinical tools but also, more of these marketing strategies that I’ve learned and that I keep learning. So someone can hit the ground running. They can get referrals right away and jump in.

    I also over the last year, especially, I’ve done a lot to develop support for therapists as they’re going along. So I have a monthly consult Group over zoom that I do. We have a Facebook group where folks are really active. I love this because 10 years ago it was hard to find other therapists doing this. Now, it’s super easy. You can ask your questions. You’ve always got people in your corner. You don’t have to be alone with us. I love helping folks develop their confidence as they’re going along. So you can find out more information on my website. It’s just therapistimmigrationtraining.com.

    Dr. Sharp: Very descriptive. Great URL choice.

    Georgia: Thank you. It covers all the bases. I do live training a few times a year. And then folks can either come to those or they can start any time they want by doing a recording of a recent training that I’ve done.

    Dr. Sharp: Oh, that’s great. Well, I’ll definitely put that and everything else will be mentioned in the show notes for people to check it out. I appreciate you coming on and talking through this and sharing some of the businessy side of this type of practice. I feel like people have so many questions about that and you’ve clearly crafted a model that works for you. That’s great for you to be able to share that. So, thanks. I really enjoyed our time here, Georgia.

    Georgia: Thank you so much. It’s my pleasure. I love the work that you do. It’s such a pleasure to connect with you and be part of what you’re doing. And then just to speak about this work that’s so close to my heart, so thanks for the opportunity.

    Dr. Sharp: Absolutely. Take care.

    Georgia: You too.

    Dr. Sharp: Okay. Thanks so much for listening. I really appreciate you taking the time to tune in here and check out another. I hope you liked that one. As always, you can comment on the episode webpage or in The Testing Psychologist Community when the podcast is posted there.

    Like I said at the beginning, if you’d like to join a mastermind group, a group coaching experience, and you’re launching your practice, I would love to have you. You can schedule a pre-group call and get more info at thetestingpsychologist.com/beginner.

    Okay. That’s it for today. I will catch you next time.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational and educational purposes only. Nothing in this podcast or on the website is intended to be a substitute for professional, psychological, psychiatric, or medical advice, diagnosis, or treatment.

    Please note that no doctor-patient relationship is formed here. And similarly, no supervisory or consultative relationship is formed between the host or guests of this podcast and listeners of this podcast. If you need the qualified advice of any mental health practitioner or medical provider, please seek one in your area. Similarly, if you need supervision on clinical matters, please find a supervisor with expertise that fits your needs.

    Click here to listen instead!

  • 266: The Business of Immigration Evaluations w/ Georgia King, LCSW

    266: The Business of Immigration Evaluations w/ Georgia King, LCSW

    Would you rather read the transcript? Click here.

    Immigration evaluations can be so valuable to the folks who need them, yet most of us received little to no training in graduate school on how to conduct these evaluations. Georgia King, LCSW is my guest today, and she is sharing the knowledge that she has gained over the last 10+ years of doing immigration evaluations. We focus primarily on the “business” side of this process, though we also talk through some of the clinical considerations. Here are a few other topics that we cover:

    • Ways to market your services to attorneys
    • How to set fees for your immigration evaluations
    • Clinical elements of an immigration evaluation

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for 2021 to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.

    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 Georgia King, LCSW

    Georgia King is one of the leading therapists providing evaluations for immigration legal cases in the United States. Over the past decade, she has provided mental health assessments for hundreds of immigrants from around the world. In 2017, she founded The Immigration Evaluation Training Center, through which she has taught hundreds of therapists how to provide highly effective immigration evaluations and to create thriving practices. She regularly appears in court as an expert witness and has been a guest speaker at Georgetown Law School and the Smith College School for Social Work. In addition to teaching therapists through her training program, she currently maintains a private practice in Los Angeles providing individual therapy and immigration evaluations.

    Get in touch:

    www.TherapistImmigrationTraining.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 grew to include 12 licensed clinicians, three clinicians in training, and a full administrative staff. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and Ph.D. 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!

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  • 265 Transcript

    [00:00:00] Hello, everyone. Welcome to The Testing Psychologist podcast, the podcast where we talk all about the business and practice of psychological and neuropsychological assessment. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    All right y’all. Hey, welcome back to The Testing Psychologist podcast. Hey, today is episode number two in the informal Beginner Practice Launch Series. I say informal because I did not come up with a catchy name this time. So, just bear with me on that. We’ll just call it the Beginner Practice Launch Series.

    Today’s episode number two. If you didn’t catch the first episode, I went over the first five steps in my Beginner Practice Checklist for testing folks. Today, we’re doing the second five steps in that Beginner Practice Checklist. We’re going to cover things like paperwork, your testing flow, setting your schedule, phone script, and buying testing materials.

    Now, if you are a beginner practice owner and you are thinking of launching or have launched over the last two months, you can look at the next cohort of the Beginner Practice Mastermind, which is enrolling for a start date in April or May at this point. This is a group coaching experience where we really dig in, we help you stay accountable, we give you support and guidance, and homework to launch your testing practice. And you get to connect with other psychologists who are in the same developmental stage that you are with their businesses. You can get more information at thetestingpsychologist.com/beginner and check it out.

    All right, let’s get to the discussion.

    Okay, everyone. Here we are. Thank you again for being here. I really appreciate it. Like I said at the beginning, we are talking about the next five steps in the Beginner Practice Checklist for launching a testing practice. These steps are going to build on the previous steps that I discussed in the last business episode. So if you did not check that out, please go do that. I’m going to jump right into it here.

    The first step, step 6, I suppose in this 10 step process is getting your paperwork ready. This was one of those things that again, is building on the previous step. So you have your business name, you have your office space and your address, you have your fees, and now you’re ready to put together some paperwork.

    Paperwork is important. There are so many options for paperwork out there, both testing specific and not testing specific. I do offer a paperwork packet with some forms, logistics, informed consent, things like that. You certainly don’t have to use mine. There are a ton of options out there, but you need to get your paperwork together.

    There are a few primary components of paperwork: informed consent, office policies, financial agreement, HIPAA or privacy, and I think demographic forms. People have plenty of forms, but those are the core forms that you want to make sure that you have.

    When I say get it together, I just mean gather those documents, revise those documents, tailor them to fit your practice, and make sure that your paperwork is ready for the moment that you need to deploy it to your first client. You can have an attorney review your paperwork. [00:04:00] I don’t know that it’s necessary in some cases. If you are building your paperwork from scratch, it can be helpful to have an attorney review it, but in this day and age, the paperwork examples that are out there are largely derived from employee-reviewed paperwork.

    So, some paperwork packets that you might purchase will explicitly say these are attorney reviewed. I think those can be super helpful, but most of the paperwork you find will have been reviewed by an attorney before. I think I said employee reviewed a bit ago. I meant, attorney-reviewed. So, you don’t necessarily have to do that, but that’s always a safeguard just to make sure, especially if you have any funky consents or you’re doing anything outside the box with finances or billing or a testing process. If you’re testing in someone’s home or something like that, you’ll have guidelines that fall outside the typical testing practice.

    After you get your paperwork ready, I think it’s important to figure out your testing flow. What do I mean by testing flow? I mean, the process that you’re going to use to conduct your evaluations. So are you going to do your evaluations all in one day where you do the intake, the testing, the feedback, all in one shot? Are you going to separate the intake and then do all the testing in one day? Are you going to split testing into two days or four days? Are you going to do feedback immediately? Are you going to do feedback in a couple of weeks? When do you want your report ready? All of these things.

    I think it’s important to set the expectation for your testing process pretty early. It will inform the next two steps that we’re going to talk about. So you can [00:06:00] make that decision based clinically or personally, or what your schedule allows, but you do need to make some kind of decision about your testing process because otherwise, the next step becomes very difficult.

    Our next step is setting your schedule. This is setting your work schedule. Anyone who has listened to the podcast for any amount of time knows that I’m a big fan of predictability, time blocking, and day-theming in your schedule. And when you know your testing flow, that really helps to build your schedule in a predictable way.

    One of the biggest mistakes I see with beginning practice owners or later practice owners is that they get into practice, take on referrals and schedule people wherever they fit in without any rhyme or reason. What often ends up happening is folks get overworked because they don’t set aside time for report writing or they book too many intakes and then don’t have room for the testing appointments and everything just gets out of whack.

    So if you figure out your testing flow and then use that to build your ideal schedule, that can be a nice to punch to keep you sane and keep your clients happy because they know what to expect and you are giving yourself plenty of time and a structure to get the evaluation done in a way that makes your client satisfied.

    So setting your schedule is important. I’m a big fan of having a relatively rigid schedule where you’re doing the same type of thing on the same days each week. And each week is relatively consistent from one week to the other. For example, maybe you do intakes and feedback on Mondays and maybe you test on Wednesdays and Thursdays and your report writing day is on Tuesdays. And then Friday is a catch-up day, [00:08:00] something like that. And then that’s the same schedule every week. That way, you know when the referrals start to come in, it’s a natural limiter or titration of how many intakes you can do. And it keeps your testing flow pretty stable so that you don’t get out of whack and in one direction or another. So setting your schedule is step 8.

    Step 9, finally, is writing and practicing a phone script. Why is this an important step? This is an important step and it’s an important later step because it incorporates so many elements that we’ve already talked about. So when I say practicing your phone script, I mean, writing the script that you’re going to use when clients call and ask about testing services.

    So you’re going to want to know, way back to some of the early steps, you’re going to want to know what the fees are. You’re going to want to be able to describe what the testing process looks like. You’re going to want to describe what they can expect to get from the testing process. You’re going to want to be able to describe to them how you will send their paperwork and onboard them. So there are so many elements that go into the phone script, but essentially this is a sales call. That’s why you need a script of sorts.

    I’ve done an entire episode on phone scripts for testing services, but essentially you want to be able to position yourself as the bridge between the client’s distress and the client’s desired outcome. So it will take a little bit of tweaking to write a script that satisfies that criteria, but once you have it dialed in, it can be so helpful. And it will also help if you have this literally written down for the time when you decide to hire admin help because they will be able to [00:10:00] use a similar script to sell your testing services. So writing and practicing your phone script is step number 9.

    Now, we’re finally to the last step in this Beginner Practice Checklist. And the last step is buying testing materials. Now you might ask why is this the last step in this process? Well, because it’s actually a relatively easy process. When you order testing materials, you can expect to receive those within a week to two weeks depending on who you order from and what you’re ordering. That’s not too long.

    So you don’t have to make, at least for most of us, this is not a labor incentive decision. This is easy. You know what you want to buy, you know what you’re going to be assessing. You can get feedback from colleagues and you just purchase your measures. If you want to use your newly acquired business credit card, hopefully, you got one with a 0% interest rate for the first year, this gives you a little cushion to pay that off as you bring clients in, but this is the last step. Buy your testing materials and have those completely ready to go for when the phone starts to ring.

    All right. That concludes the 10 step Beginner Practice Checklist. Now, there are a few little things that I didn’t talk about that you will need. Obviously, you will need an email address. You’ll need a phone for people to contact you and reach out. There are little nuances in there, but if you address these 10 steps, you should be in a relatively solid place to launch your testing practice.

    I hope that you found this helpful. Like I said, if you want to do more of a deeper dive into some of these topics, there are further episodes in the show notes where I’ve done just that. And there’s also the Beginner Practice Mastermind [00:12:00] group where you can join other psychologists at the exact same place that you are, and we’ll dive deep together and support one another in launching our testing practices. The next cohort is enrolling for later spring, April May 2022. You can get more information at thetestingpsychologist.com/beginner.

    All right, y’all. Stay tuned. Next business episode, we’ll continue this Beginner Practice Launch Series. I hope to see you there.

    The information contained in this podcast and on The Testing Psychologists website is intended for informational and educational purposes only. Nothing in this podcast or on the website [00:13:00] is intended to be a substitute for professional, psychological, psychiatric, or medical advice, diagnosis, or treatment.

    Please note that no doctor-patient relationship is formed here, and similarly, no supervisory or consultative relationship is formed between the host or guests of this podcast and listeners of this podcast. If you need the qualified advice of any mental health practitioner or medical provider, please seek one in your area. Similarly, if you need supervision on clinical matters, please find a supervisor with expertise that fits your needs.

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  • 265. Steps to Launch Your Testing Practice, Part 2

    265. Steps to Launch Your Testing Practice, Part 2

    Would you rather read the transcript? Click here.

    Welcome to the second show in a series of episodes aimed at the beginning practice owner! If you’re planning to launch your testing practice, these episodes are for you.

    Today, I’m going over the second five steps in my Beginner Practice Checklist. The Beginner Practice Checklist is a simple roadmap for those essential steps to start your testing practice. Here are the topics I cover today:

    • Get your paperwork ready
    • Figure out the testing flow
    • Set your schedule
    • Practice your phone script
    • Buy testing materials

    Cool Things Mentioned

    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 schedule a complimentary 30-minute pre-consulting call!

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  • 264 Transcript

    Dr. Sharp: [00:00:00] Hello, everyone. Welcome to The Testing Psychologist podcast, the podcast where we talk all about the business and practice of psychological and neuropsychological assessment. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    This episode is brought to you by PAR. PAR has recently released the Feifer Assessment of Childhood Trauma or the FACT, the first and only comprehensive instrument measuring how stress and trauma can impact children in a school-based setting. You can learn more or purchase the FACT™ Teacher form by visiting parinc.com\fact_teacher.

    Hey, y’all, I am back today with Dr. Emin Gharibian who is here to talk all about high-stakes testing accommodations for exams like the Bar, the USMLE, the MCAT, the LSAT, and other standardized tests that play a huge role in [00:01:00] professionals lives.

    Emin was on the podcast maybe two years ago talking about competency evaluation. So check that out if you haven’t heard that one, but today we dive deep into high-stakes testing accommodations. We talk about how he screens people on the phone ahead of time to even figure out if it’s a good fit. We talk about the evaluation process, of course, the interview- how it’s different from a standard interview, choosing a battery, writing a report that is typically much longer than most reports that we might write, and a variety of other things. There’s a lot of information in this episode. And the hope, of course, is that you learn a little bit that you can apply to your own practice.

    Let me tell you about Emin. If you did not listen to the first episode, here is the bio. He is a licensed psychologist specializing in neuropsychological and forensic evaluations. He has 10 years of education and training in clinical psychology and neuropsychology and extensive experience evaluating adults and adolescents for psychological and neuropsychological conditions.

    Emin specializes in providing comprehensive neuropsychological evaluations for a variety of neurological conditions including dementia, Alzheimer’s disease, complications from a stroke, traumatic brain injury, concussions, learning disabilities, ADHD in clinical and forensic cases. If you want to learn more, there are of course links to all of Emin’s information and contact information in the show notes along with some other resources.

    I hope you enjoy this one. Without further ado, let’s get to my conversation with Dr. Emin Gharibian.

    Hey, Emin, welcome back.

    Dr. Emin: Hi Jeremy. Thanks for having me again.

    Dr. Sharp: I’m glad to have you. It’s a small club for folks who have been on the podcast more than once. So welcome to the club. Your badge is in the mail. 

    Dr. Emin: With pleasure.

    Dr. Sharp: I’m glad to have you back. We’re talking about a topic that I think we’ve touched on here and there in different episodes, but I’ve never dedicated a full in-depth interview to standardized testing accommodations specifically at this level, these high-level standardized tests. So I’m excited. I think there’s a lot of information to share with folks.

    I always start off just to warm us up a little bit. Can you share, I know you do some different things in your practice, but why this? Why are you putting energy into this and why is it important to you right now?

    Dr. Emin: Sure. Actually, it goes back to even before I was a grad student. [00:04:00] Many years ago before I started grad school, I worked as a Psychological Assistant between undergrad and graduate school for a psychologist that did these types of evaluations for the Bar, LSAT, MCAT, and all that kind of stuff.

    I did most of the work actually. I didn’t do the interviews, but I did a lot of test administration and writing of the reports. In doing that, I saw him finalize the reports and I saw the accommodations that people were getting. That was my first exposure to it. I did that for about two years and I got a lot of experience and insight into it.

    At least for me, I saw that you have these students that historically are good students, are hardworking people, but because of that particular disability, it was really preventing them from moving forward in their academic career.

    A good MCAT score could make the difference between getting into a top-tier law school and maybe an average, sorry, not at law school, medical school compared to an average one. The same with LSAT. You’re trying to go for these top-tier law schools, try to get scholarships, and [00:05:00] stuff like that. So it can really make or break someone’s legal or medical career. And then for the students that already have gone through law school and medical school, the USMLE for medical students, and then for the Bar exam for law students, that’s your final hurdle. At that point, if you don’t pass that, you can’t practice.

    So basically I saw these students struggling in those areas and I saw a big difference that accommodations made, basically, launched their careers at that point. So, it really drew me to it. And it’s a really important area for me because obviously, I’m pretty sure you can relate to it as well. We went to grad school for a very long time. So imagine if that was the last hurdle for you and because of a disability, you can’t pretty much pass the licensing exam due to whatever constraints are being placed on you and you can’t practice. That’s what drew me to it.

    And then eventually when I got licensed and I was on my own, that was pretty much one of the first areas I started to practice in just because I had the experience and the knowledge and insight into it. At this point, I’ve been doing it for [00:06:00]two years. I’m still very passionate about it.

    Dr. Sharp: That’s great. Like you said, it’s a pretty needed service for the folks who need it. I haven’t done a ton of this work, but there is one person who stands out over the years who was a super bright individual headed to medical school, tons of qualifications, but also just severe dyslexia. Without the testing and presumably, the accommodations, would never have gotten where that person’s gotten. So, it was crucial in some cases.

    Before we dive in, I know we have a lot of practical and logistical discussions to have, I am curious about the business side just a little bit. If you could speak to how you are getting referrals for these types of evaluations if there are any particular markets you’re targeting? For folks who might want to do this kind of thing, [00:07:00] how did you build that part of your business?

    Dr. Emin: Sure. Accommodations requests are not covered by insurance. It’s not considered to be “medically necessary.” So pretty much people are stuck paying out of pocket for it. I’m not on any insurance panels, so I don’t get referrals from people trying to use their insurance, to begin with. But that does sometimes come up. So I think that’s important for you to have that discussion with your clients right when they call and let them know that insurance won’t cover it. So that way, they know that they’ll be on the line for the financial aspect of it.

    As far as the referral generation portion of it, it’s come through different means. In the beginning, when no one knew what I was doing, a lot of it came from my articles and online marketing, and just online presence. That was really helpful. Initially generated. And then from there, once your word gets out there and 2 students get in and they give it to their friends and to their friends, it just starts spreading from [00:08:00] there. So it starts with like a slow trickle and that builds up from there.

    These evaluations happen in waves because there are always deadlines with these tests. So, you might have a period of a lot of evaluations and then nothing because everyone tries to get for that particular testing deadline and then silence. And then the next deadline comes up and everyone tries to rush to get it. So, it’s a little bit hectic at times. But just know that this is very seasonal work. Sometimes it’s not consistent just because of how testing their minds operate. 

    Dr. Sharp: I know that you are pretty active on… You mentioned your articles, social media, and online presence. You’re one of the few psychologists in private practice who I’ve seen utilize blogging the way that we’re “supposed to do it.” I’ve seen you’re pretty active on LinkedIn as well. Have those been pretty successful for you in terms of building a reputation or [00:09:00] referral generation?

    Dr. Emin: Yeah. I view these evaluations as legal evaluations.  I say that because you basically are doing a disability evaluation. The level of scrutiny that you’re going to face from the Bar or the MCAT or the LSAT, that’s at that level. So before people could feel comfortable hiring you, they need to make sure that you know your stuff. So being able to be present online and even doing podcasts like this or articles or whatever you might do are important things because that’s how you share your knowledge and understanding of the material and mastery of it.

    If people are reluctant to hire you, they have no idea what you know about or you don’t know about. But if they feel confident in your understanding of what the criteria are and how you approach evaluations, obviously that’s going to lead to more business. And people feel confident retaining you essentially for these evaluations because that’s really what they’re doing.

    If you think about it, they’re hiring you for a service, you’re providing that service to them [00:10:00] similar to how an attorney might. So demonstrating your knowledge and mastery of the material is really important. And if you view it in that regard and approach your marketing from that perspective, that it’s really helpful. 

    Dr. Sharp: That’s fair. I like that framework. Well, I appreciate you indulging the business side of things here for a bit, but I know we have a lot of clinical stuff to dive into too, so maybe we could just start with the, and this might be basic, but I think it’s important context. So, generally speaking, why are people asking for accommodations on these exams? Why is this even important work to do?

    Dr. Emin: The simple answer is they are really hard exams, you know what I mean. The California Bar, for example, I think that’s the hardest Bar exam in the country. And then I think New York is probably second. So they’re really high-stakes exams. The Bar used to be three days in California. Now it’s two days. It’s two full days. People rent hotel rooms and spend the night there because they have to wake up the next morning and start testing again.

    So for these [00:11:00] tests, there’s a lot on the line. Obviously, for the Bar, it’s what makes you be able to practice. For the USMLE is the medical licensing exam. There are multiple steps. You can’t proceed through the steps without passing them obviously and scoring well on them. Step one for USMLE, I think that decides your initial scores and your residency is dependent on that first score. So again, your entire career is dependent on one, not one test necessarily, but it plays a big role in essentially what you’re doing.

    So, they’re already hard tests, to begin with. And imagine if you have a disability, whether it be a psychiatric condition like depression, anxiety, panic attacks, PTSD, ADHD, or dyslexia, it could really profoundly impact your ability to take the test and compete with other people. 

    And if you have to think about the populations, the people that you’re up against or being evaluated against, they’re pretty high functioning, very intelligent people. People are not able to get into law school or even make it to the law [00:12:00] school or medical school without being reasonably bright and hard working. So, it’s definitely an uphill battle just given the type of test that you’re supposed to take.

    Dr. Sharp: Sure. That makes sense. And for a lot of folks, anxiety has ramped up during high-stakes testing situations. Micky said a lot on the line. I know that there’s a component here that is probably important again, just for context, but the legal aspect of this is I think important to understand, and the different laws that operate around testing accommodations.

    We touched on this a bit, Gosh, I don’t know, maybe a month, I’m not sure how long ago in a past episode given the release dates here, but we touched on it a bit, but I would love to hear your perspective on that and lay it out, what laws are we working with here? What do we mean when we say [00:13:00] accommodations on these tests? What’s happening here?

    Dr. Emin: I think before you start doing this work, you really have to understand the framework to operate within. So it really comes down to the Americans with disabilities act or the ADA for short. Basically, you can read about it online if you just Google it.

    As a quick overview, pretty much individuals are entitled to reasonable academic accommodations if they have a mental or physical disability. So disability can be physical or mental. Most of the time, people don’t understand that. They always assume disability in anything physical. They don’t understand that mental health conditions could also be a disability under the ADA.

    So anything that impacts, it could be seeing, hearing, learning, reading, concentrating with thinking can be accommodated under the ADA. And if you think about most psychiatric conditions or mental health conditions, they impact those domains. ADHD obviously could be concentrating and thinking and reading; dyslexia is obviously reading; people with severe depression and anxiety can have [00:14:00] impairments, all three of those domains.

    For the ADA, that’s a substantial limit. That’s the legal language that they use. So it doesn’t mean necessarily that you can’t do it, it just has to limit your ability to do it. And then the accommodations have to be reasonable, meaning that, for example, time and a half might be a reasonable accommodation, unlimited time is not a reasonable accommodation. They’re not going to give you that. So, based off-of those, that framework we operate within.

    And that’s important to know too, because, in my reports, I actually quote the ADA and say this is the law, this is what it means, here are the accommodations and this is why they’re reasonable. That way, no one could really question the legality of what you’re trying to do.

    I hate to say this, but the Bar in some of these MCAT, LSAT, they’ve all been sued at one point because they violated the ADA. If you go on the MCAT website, I’m not sure if they still have it up, but for a [00:15:00] while, they actually had mentioned that they had violated the ADA and they were trying to rectify it. And they had redone their entire website. It’s a lot more informative to know exactly what they’re looking for, exactly what you need to include. And that’s because they’ve been sued a lot because they were not reasonably accommodating the request for students.

    Dr. Sharp: Yeah. I remember the big deal over the LSAT, I forget when it was, maybe 10 years ago or 8 years ago or something, but like you said, they’ve all probably run into trouble because it’s hard to cramp accommodation sometimes.

    Dr. Emin: Yeah. And there are attorneys that specialize in this too. I’ve worked with attorneys before where they were representing clients that have been denied or the client because they are scared of being denied, they retained an attorney to review their paperwork, to review the report, to make sure that everything’s up to par just to prevent headaches later on down the road.

    Dr. Sharp: Yeah, all this is important. All this background is important. [00:16:00] I would love to dive into the practicalities here. Everything that we’re going to be talking about.

    So, let’s start at the beginning. You, in our pre podcast chat, mentioned something that I think is super important that I’d love to talk about, which is this process of screening people on the phone ahead of time when they call you for the evaluation. Can you share more about what that screening process looks like?

    Dr. Emin: Yes, absolutely. I think it’s really important because like I said, since insurance doesn’t cover these, people are on the financial line for covering the expenses. So, I do a screen for one or two reasons. One, I want to make sure that they’re a good candidate for accommodations. I mean, they’re not just trying to get accommodations just because. And then two, that they understand pretty much what they’re getting themselves into, that this is not going to be a very simple, straightforward process. And sometimes it can be an uphill battle.

    When the accommodations request comes in, typically, I’ll always call them always on [00:17:00] the phone. Emails don’t work too well for this just cause there’s too much back and forth. I always call them on the phone and ask them, what’s coming? A little bit about what’s going on. And then there’ll be like, well, I need accommodations on the Bar exam for ADHD, for example. And I’ll say, okay, have you ever had accommodations before? And then the conversation can veer off depending on how they answer.

    If they have a long history of accommodations, it’s a much easier conversation to have. It tends to be shorter and more straightforward, but if they don’t report it, I’ll usually ask them, what have you been struggling with? What have your difficulties have been just to get a general idea of what their difficulties are?

    And I’ll tell them right away when I always compare it to the bar exam, just because the bar is usually the strictest, I’ll tell them, you have to have evidence of impairment before age 12 and one or more domains that it has to be causing functional impairments. Be honest. Is that something that you’ve struggled with? And if you haven’t, pretty much you’re not going to get it because that’s what they look for.

    And [00:18:00] sometimes I’ve had I people say, well, my problems only started when I was studying for the Bar.

    I’m like, well, that’s not ADHD. So at that point, we could end the conversation. So, it helps save me time and it also helps save them time. 

    Dr. Sharp: Are there other “red flags” that you’re looking for during that conversation? It sounds like a lack of evidence of accommodation or impairment is a big one. Are there other things people might say or deny that would point you in that path of, Hey, this is not going to be helpful?

    Dr. Emin: Usually, actually people are pretty honest on the phone and I tell them the length of the evaluation and the report and the process. And once they hear what it is, they realize that I shouldn’t just waste my time and spend all this money if I’m not going to get the accommodations or a reasonable chance of getting the accommodations.

    Usually, red flags for me or people that call about anxiety. And it’s always in the context of testing. Test-taking anxiety is not a disability. You’re not going to be able to get accommodations for test-taking anxiety. [00:19:00] So if you tell me that the only time you’re ever anxious is when you’re taking a test and no other history of anxiety at home at work and in multiple settings, I usually tell them, I’m sorry, I can’t do this evaluation for you. And I’ve yet to have somebody decide to go forward with it just because usually when the “expert” tells you that you shouldn’t move forward with it. So that’s usually a red flag for me.

    People that report depressive symptoms but it’s been very mild and intermittent and they’ve never had treatment before. Sometimes there are explanations for it to why they didn’t get treatment and you’re able to work with that, but those are always red flags for me. People that claim to have had a disability or struggles but they’ve been a 4.0 valedictorian student their entire academic careers and now they’re trying to take the Bar exam and they want accommodations. That’s a little bit of a red flag.

    So, I try to get some basic background and history on the phone over a [00:20:00] 15-20 minute conversation with them. I’ll give them my 2 cents. I’ll tell them, these are the strong points in your case, these are the weak points in your case, and then based on that they can make an informed decision if they want to move forward. Flat out, I’ve told people, hey, this is not a good case for accommodations. I don’t think you have one. This seems like it’s more situational anxiety or, Hey, this just seems like poor attention just because of stress. I wouldn’t recommend that you do the evaluation at this point. 

    Dr. Sharp: Got you. And is this call complimentary or a business?

    Dr. Emin: Yeah, I always do it for free. Basically, it’s an opportunity for you to vet the lead, and then also it’s an opportunity for the person to feel comfortable with your understanding and knowledge. And I’ve had a lot of students thank me because they just realize that, hey, I have to study harder. I have to find another path around this. I’ve had students that were calling multiple psychologists and they’ve commented that I was the only one that spent the time actually explaining things to them.

    [00:21:00] So, it’s me answering the phone, it’s me returning the phone calls. I don’t have anybody else do it for that reason, just because I think you need someone with a legal eval. When my attorney calls me for a legal evaluation, I’m the one that calls them and we spend 20-30 minutes on the phone talking about the case and then we move forward from there, or we don’t depending on the outcome. 

    Dr. Sharp: Right. I know I talk so much about having an assistant not answering your phone and that sort of thing, but I do think there are certain situations where that could be really helpful. Building a relationship and building trust is huge.

    Dr. Emin: Yeah, exactly, especially for legal evals. I keep going back to that because that’s what it is. You have to view that mindset of, I’m basically doing a medical-legal type of evaluation. When attorneys come to me for other cases, when they can interact with me and answer questions right away versus an assistant, it just builds their confidence in my abilities and it helps me figure out whether or not I even want to do this. Sometimes I just turn people down because I don’t think that [00:22:00] I’m a good fit or I can help them. 

    Dr. Sharp: Right. You’ve used that term two times, “medical-legal evaluation.” Just real quick, can you define for people? How is that different from a clinical eval? In your mind, why are you using that term versus a general evaluation?

    Dr. Emin: I use that term because my assumption when I write these reports is that somebody else on the other side is going to try to tear it up. So I view with the mindset of, if I was a consultant or the person from the MCAT or the LSAT, or the Bar reviewing this, what are all the criticisms I would have about my report? What are all the ways that I could disprove the points? What are some alternate explanations that maybe I’ve forgotten or ignored? And that’s important because that’s what happens in medical-legal evaluation.

    There’s always an opposing expert for the most part or an attorney that’s going to go through and try to discredit the things that you’ve written. So you want to make sure that the work that you do is at that level.[00:23:00] I’ll give you a common example that I’ve done appeals for others. I’ve done appeals for students that got rejected when they did an evaluation on another psychologist, the most common issue that comes up is ADHD- People who are diagnosed with ADHD with no child had symptoms.

    So everything you talked about was when the person was 18, 19 years old, where are the childhood symptoms? That’s what the diagnosis requires. So, you need to address that in the report. And if you don’t address that, I can promise you the consultant that reviews it is going to tear apart your report and say, this is not ADHD. This seems like just poor attention. Accommodations denied. And then you have to explain to a client why that happened and that’s a hard conversation to have sometimes.

    Dr. Sharp: Sure. I like that framework that these evaluations are going to be under more scrutiny than maybe a typical clinical eval that goes to a school or a parent or something like that.

    Dr. Emin: Yeah, exactly.

    Dr. Sharp: I don’t know, I would hope that most of us[00:24:00] have the rationale for our diagnoses, at least living in our minds somewhere, but whether we spell it out on paper as clearly as we need to for these standardized testing evaluations is a different story. It seems like that’s really the difference.

    Dr. Emin: Yeah. I always tell people that ask me questions about these evaluations, if you didn’t write it, it didn’t happen. It doesn’t matter what you think. It doesn’t matter what your conceptualization was. If you didn’t explain in an articulate way, expressing all the facts in an easy understanding hyper manner, it doesn’t matter what you thought because you didn’t write it.

    The consultant is not going to call you and ask you a question. They’re just going to go off of what you wrote. Similar to a court report. The judge is not going to give you a call and say, hey I have a question about this. What you wrote is what you wrote. So you have one shot at it. So you got to view it from that perspective. 

    Dr. Sharp: That’s a great point. Well, I think that’s a [00:25:00] good segue into what this work actually looks like. I know that we had mentioned using this framework of looking through the lens of the Bar and the USMLE because they’re the hardest ones. They got the highest standards. So, where do we start? Is there a way to just talk about general principles when you’re doing these evaluations or the mindset that you want to have when you go into these evaluations?

    Dr. Emin: Yeah. All these testing companies require obviously an interview and then the administration of certain tests. Different conditions require different tests. So you got to figure out what you want to give to people. For example, dyslexia is going to look different on testing when it comes to test selection versus maybe ADHD or depression, or anxiety This is an issue that often comes up.

    For example, it makes sense why you would [00:26:00] give somebody that is asking for dyslexia accommodations a WAIS or any electrical screener or academic tests like a Woodcock-Johnson or a WIAT, and then maybe a Nelson-Denny, right? You want to rule out any low cognitive functioning, and borderline intellectual functioning, and then also look at difficulties with phonetics and pronunciation and spelling and all those kinds of things that are consistent with dyslexia. So that battery makes sense for that test.

    But a lot of these testing companies will also ask for a Woodcock, a WAIS, and Nelson-Denny for depression. Why do they ask for that? That’s not diagnostic by any means. There are ideas that they want to sit there and have an objective measure of someone’s cognitive functioning and in their minds have decided that giving those tests, somebody with depression or major depressive disorder, maybe panic attacks or PTSD will have some sort of impairment on these tests. Oftentimes they don’t.

    Dr. Sharp: That is challenging.

    Dr. Emin: That is challenging. So the testing is [00:27:00] one part of it, but I want to go back and really emphasize the interview for this reason. So I went a little bit backward.

    In those cases, somebody with depression or anxiety or PTSD might do perfectly fine on all those tests, right? Somebody with depression might have slow processing speeds on the WAIS, maybe impairments in working memory, maybe their fluency measures are slow because of cognitive slowing that happens with depression, but oftentimes, I’ve had people with severe depression do perfectly find out everything because those tests were really designed to measure learning disabilities and maybe cognitive functioning in neuropsychological contexts.

    So, sometimes you have these tests or situations where you have a student that has all of the signs of major depressive disorder. They’re in treatment. They’re meeting with a psychiatrist. They have a long history of therapy and everything, and all the functional impairments, but all the testing is fine.

    I bring that up because the interview really is the most important piece to it because you’re going to be able to capture the functional impairments in their real-world through the interview. The testing is just a snapshot in time in that moment when they’re in the room with you. [00:28:00] So having a thorough interview that starts from the beginning and works until the present day, and when I say beginning, I mean when the problem started.

    So if you have someone that’s reporting a history of major depressive disorder since they were a teenager and now they’re in their mid-twenties, you want to be able to explain how this started and how it progressed and the different areas they’ve had impairments with along the years. So I’ll go through middle school. I’ll go through high school. I will do college. I’ll go through other tests that they’ve taken standardized tests like the SATs, or maybe the LSAT. You want to know how they’ve struggled.

    So the interview, I would say is probably more important, if not just as important at least than the test that you’re going to give, because what happens if you do a week interview where you don’t capture that information, and then on top of it, you have testing where everything is average. How do you justify accommodations at that point?

    Dr. Sharp: Great question.

    Dr. Emin: Exactly. It’s hard to [00:29:00] explain. Whenever you have the interview, you’re able to capture that information. For example, someone might have PTSD or depression, or major depressive disorder, and along the years, they always struggled on tests because their mind’s clouded, they can’t focus, they can’t concentrate, their cognition slow. You’re able to capture that through their day-to-day struggles, right?

    So maybe they have to get a lot of tutoring. Maybe they approached their teachers when they were younger and said, Hey, can I get a little more time on these tests? Maybe they didn’t have an IEP, but the teachers just gave them extra time as a favor. I’ve seen that happen plenty of times.

    So in the interview, you’re able to capture that information and make sense of their functional impairments. I keep going back to that because that’s really what you want to emphasize. Functional impairments either at school, work, or in their personal life. Most of the time it’s going to be in school because realistically you’re trying to get them accommodations.

    So through the interview, you’re able to capture that information pretty much tell this person’s story and the [00:30:00] history of their impairment. Usually in my reports, before I get to the relevant history section, the first paragraph I have his history of presenting problems and current symptoms. So that’s literally what it is. I have a history of how this started, the difficulties they’ve had in different areas of functioning, and where they are now.

    And interviews take a while. I had interviews take me two hours before. And oftentimes when they leave, when I’m organizing stuff, I’ll realize that I miss things. I didn’t really explain the diagnosis well enough, or I didn’t get enough information about symptoms. So I’ll call them and just do a full interview and fill in the missing pieces. And that way you be able to explain to this person that’s evaluating your requests pretty much what the struggles have been for this person.

    Dr. Sharp: Yeah. You anticipated my question, which is how long your interviews. It seems like, if you’re digging into this much detail, you have to have the time to do so. I could not imagine trying to do something like this on [00:31:00] an hour. And just to clarify, maybe just reinforce, it seems like we can’t get by with just asking about symptoms. We can’t just list symptoms. You really need specific examples. You need to dig in pretty deep to understand how the supposed disability has impacted someone.

    Dr. Emin: Yeah, exactly. I use the open-ended question format when it comes to asking these questions. I’ll ask them, for example, you said that you have a hard time struggling with attention when you were a kid. Tell me a little more about that. In elementary school, what were you having difficulty with? What was it like being in class? What was it like having to take a test? What was it like being at home and having to study? Just think about those multiple areas a student would have to function. Usually, it’s at home or at school, and ask them to explain it.

    And this is a good way to know whether or not someone’s legitimate or not. People with legit struggles have no [00:32:00] problem explaining their struggles. People that are trying to do this for secondary gain might have a lot more difficulty trying to explain their struggles because they never had it.

    So that’s a good way to also filter at that point to see, Hey, should I continue with this evaluation? Or after the interview, hey, this does not seem legitimate at all. Maybe at that point, you can decide to stop it. That’s another way to look at it too.

    Dr. Sharp: Yeah. Have you terminated evaluations after the interview before?

    Dr. Emin: So far, no. Luckily, in the screening process, I’ve been able to catch the ones that didn’t seem legitimate and I just didn’t proceed. But obviously, if I’m interviewing somebody and they’re claiming ADHD and I’m going through their history and they’ve never had any impairments and that they’re just trying to list off symptoms because they could obviously read that online, it’s not that hard to figure out what the symptoms of ADHD are, then that should be a point that you should consider maybe, hey, this is not an appropriate evaluation or appropriate accommodations request. 

    Dr. Sharp: Right. [00:33:00] That makes sense. What role does collateral information play in these evaluations or interviews with parents, siblings, et cetera?

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    [00:34:00] All right, let’s get back to the podcast.

    Dr. Emin: They can’t play an important role. I’ll tell you for the California Bar exam, for example, when you fill out the form for ADHD specifically asked, do you have third-party info? How did you get that third-party information?

    So, typically I’ll use a Conners’ or a Barkley’s checklist, but sometimes collateral sources aren’t available. And I’ll give you an example from my practice. I’m Armenian. All the clients I evaluate are Armenian. As far as parents are concerned in Armenian culture, there is no ADHD. There’s no dyslexia. You’re just not a good student. Just work harder. I’m serious. It’s a real issue.

    Dr. Sharp: I believe you. Yeah, I’m just laughing.

    Dr. Emin: A lot of the students that I’ve evaluated that are Armenian have had this issue of difficulty, have this history of impairment, and they always say, my parents would be called into school because I was disruptive and I wasn’t paying attention. I was too talkative. My parents were up to parent-teacher [00:35:00] conferences because I couldn’t keep up with the reading and I just didn’t understand what was going on. They would tell them to get me evaluated, and they’ll have sometimes at the beginning of report cards or progress notes that say these things.

    I’m like, “Why didn’t your parents ever do that?” They’re like, “Well, they just told me to work harder. Get a tutor and work harder.” So it’s a bit of a catch 22. Sometimes you’re not able to get a collateral source and I’ve had situations where I’ve given forms to parents and they send it back and everything’s a zero mark and they’re like, there’s no problem.

    So just understand that sometimes you’re not going to have that collateral source depending on the person you’re evaluating and their cultural background and what ADHD or learning disabilities are viewed as in that culture.

    Dr. Sharp: I assume you have to explain that in the report somehow, and I’m curious how you conceptualize that, how you might do that basically saying, I don’t believe these parents, [00:36:00] these parents are wrong. 

    Dr. Emin: I just explain it. I say, from a cultural perspective, this is a common issue. I don’t view this to be a reliable source directly. It’s either the parent is lying or the kid is lying. Someone’s not being honest with it. You have to use your clinical judgment at that point and decide which one I’m I going to put more weight to?

    You run into the same problem with forensic evaluations too. When you interview multiple sources, sometimes one source is more credible or more reliable than the other. So at that point, it comes down to clinical judgment. And you have to make a call and just explain the report.

    At these last 2, 3 evaluations that I did with ADHD, one of the people one of the students had a history of ADHD going back to childhood. And then along the way, came depression due to family issues around adolescents and teachers were telling her, Hey, get her evaluated for ADHD. You have her on medications. Mom strictly [00:37:00] did not want to do it. It wasn’t until the person turned 18 that they are able to go to a psychiatrist on their own and get medications for their ADHD and their performance in school changed dramatically. So that’s why history is important because you’re able to explain that information and put it into context.

    Dr. Sharp: Right. When you go through your interviews, do you have a standard form? Is it something you’ve developed? Is it something you got somewhere else? How do you make sure to ask the questions that you want to ask?

    Dr. Emin: I don’t have a form necessarily. I think at this point I’ve done enough. I’ve seen enough, not rejections, but whenever someone applies for the bar and they’re turned down or they give them partial accommodations, they usually will get an email back explaining why, and it’s could be a couple of pages long. I’ve done appeals for people that have gone to another psychologist in the past. I’ve seen enough of them at this point that I know what to look for.

    This is one of those [00:38:00] things that are hard because if you’ve never done one of these and you’re trying to do for the Bar exam and you don’t understand what they’re looking for, you could inadvertently miss things that you otherwise wouldn’t have. So maybe a report that you wrote for school or for a medical doctor for ADHD, a diagnostic clarification, maybe that would be fine for them but if you don’t ask the specific questions that they might critique on some of these tests, it might become a problem. 

    I wish there was an easier way to explain it. It just comes with experience. I’ve done enough of them at this point that I know what to ask. Well, I can give you a general overview of how I start.

    Dr. Sharp: Yeah, I think that’d be helpful just to hear the structure.

    Dr. Emin: Sure. So usually again, ADHD childhood diagnosis, right? So start from the beginning. I usually ask them, when is the first memories they have of having difficulties in school? And I’ll just go from there and go through the different areas they could have had difficulties in. So in class, while they’re taking tests. In class, while they’re taking notes. At recess or on the playground [00:39:00] that they have behavioral issues where they’re getting suspended or expelled? At home, how was it like taking tests? How was it like studying? Did you have a tutor?

    Sometimes I’ve had students that academically have done really well in school, but as soon as they went home, they had a tutor or a parent that would sit with them and make them do everything with them. So maybe they’re getting good grades, but they have a lot of support with them to allow them to get those good grades.

    So those are the questions I’ll ask. And I’ll basically repeat the same questions from elementary school to middle school to high school. Usually in high school, before they go to college, there’s an SAT or PSAT they took, so ask them, how was it like studying for that test? How’d you do on that test? Did you run out of time? What was going on? And then the same thing with college or community college if they were at a community college first.

    And then if they took, let’s say they’re a law student they’re taking a Bar, they should have taken an LSAT at a certain point, right? So you’re going to ask about the LSAT. How was this studying for that? What kind of support did you have? What kind of struggles did you have? [00:40:00] And then the same thing you have for a law school.

    So it becomes a little repetitive because you asked the same thing, but you want to capture the difficulties from the beginning to where they are right now. That’s how you explain the functional impairments. That’s how you explain the course of their struggles and ultimately why they need it now. So it doesn’t matter that you had accommodations back then, it matters why you need them right now in the present day. So that helps explain it for them.

    Dr. Sharp:  Yeah. And it just makes me think again, of how you need the time. Do you ever run into folks who are trying to get accommodations for two different things like someone who might be depressed and have ADHD or ADHD and learning disorder?

    Dr. Emin:  Yeah, those are a nightmare. 

    Dr. Sharp: I was going to say that’s a lot of time.

    Dr. Emin:  Those are the hardest evaluations to do because the most difficult for me are the ones with co-occurring ADHD and a psychiatric illness. So co-occurring [00:41:00] ADHD with depression and panic attacks or generalized anxiety, co-occurring ADHD with PTSD, I’ve seen that before.

    It really comes to teasing out the symptoms. Sometimes you get lucky and the psychiatric issues started after the development of the ADHD-like symptoms. So maybe they had no mental health issues with depression or anxiety or trauma when they were a kid, and then the problem started and when they were an adult or late teenager, and that’s usually easier.

    In some cases, they both started. So imagine someone has ADHD symptoms at a young age and then they were a victim of a trauma, I’ve had that before. Then you have them both happening at the same time. So how do you know which is causing it, right? It’s tough. It gets a little bit tricky when it comes to that.

    In those situations, I’ve seen, as an example, the person had ADHD, and then they had a traumatic thing happen to them. And then as they went through treatment, the trauma went into remission, but they continued to have problems with ADHD. So it becomes a little [00:42:00] easier to explain that. But when you have them on both occurring, you just have to explain that I can differentiate between the two of them. Maybe one of them is a primary one, the other one’s provisional.

    But the diagnosis is only a part of it if you think about it, right? At the end of the day, whether it’s ADHD causing impairments and attention and focus and concentration, or really bad anxiety or depression, ultimately it’s still impairments in attention and concentration you really want to focus on at that point. The symptoms and impairment are more important, I think than the label.

    You’re sometimes going to be splitting hairs between differentiating the two of them because it’s tough. Sometimes you have them both happening at the same time. So, how can you separate them out sometimes?

    So it becomes difficult. That’s probably the most challenging case you could have is when you have those two things happening at the same time. 

    Dr. Sharp: Right. I wonder if we might talk about the battery selection. I know you mentioned two pieces, but anything else to add in terms of selecting a battery for these evaluations?

    Dr. Emin: Yeah. [00:43:00] So for the most part, I have a standard battery they’ll go through. I always give a WAIS. You want an academic measure like a WIAT or Woodcock. I like the Woodcock. I was trained on and it’s what I’ve always used.

    And then usually I’ll give the tests that are relevant to what they’re going to be taking it for. So if they’re going to be taking the Bar exam, for example, I’m not going to give him the math class. It’s pointless. I’ll just give them the reading and writing tests. With a family history of difficulties with dyslexia, I won’t give them spelling. So you can pick and choose which one was you might want to give depending on the impairments that they’re having but definitely give all the fluency measures. That’s really important. The reading comprehension measures.

    The Bar specifically asks if you’ve ruled out a learning disability. Usually, by the interview, you have figured it out whether or not it’s dyslexia depending on what they’re reporting but always give fanatic measures just to help rule that out.

    And then [00:44:00] Nelson-Denny is a common one I’ll always give. The Nelson-Denny, it’s not the greatest test, but unfortunately, there are no other tests that I know of. And if someone else knows, by all means, let me know, that has a 20-minute version and then an extended time version. So that’s the only one. It goes up to college age. There’s nothing past college age. And so you’re stuck giving that. But they ask for a lot of these tests. I’ll say, give it like a timed or untimed or regular time- extended time reading measure. And Nelson-Denny is usually the one that I’ll give.

    Dr. Sharp: Sure. Yeah, go ahead.

    Dr. Emin: The other ones, for ADHD, definitely the Connors or the Barkley are helpful because they have an observer and self-reports. The  Barkley has observer childhood reports as well- checklists. The TOVA, I’ll give, I know the TOVA is not diagnostic for ADHD, but I’ve seen them ask for it before and they want a measure of sustained attention. Sometimes I have people that have all the symptoms of ADHD perfectly fine [00:45:00] on the TOVA. So don’t be cautious about how much weight you give to that.

    If you have co-occurring mental health issues, obviously an MMPI or a PAI, a BASC, depending on what age range they fall into. Those are really critical. You want to measure effort, so, you could have embedded measures, but obviously, you could give TOMM or any other measure of performance validity. Honestly, all these years I’ve been doing, I’ve yet to have anybody try to even fake it.

    Dr. Sharp: That’s surprising, actually.

    Dr. Emin: Again, it comes with a screening of them. If you’re able to explain the cost and the time and the effort and the probability of getting accommodations, at that point, if they’re still trying to fake it, then I don’t know what to say. I have yet to have anybody try to exaggerate their symptomology or at least their performance on some of the tests.

    Dr. Sharp: Okay. That’s [00:46:00] encouraging, even if it’s surprising, but yeah, I guess it just goes back to that screening process and making sure people know what they’re getting into.

    Dr. Emin: When I start my evaluations, I always tell people two things. One, please don’t lie to me, be honest about everything. It’s not only me that’s going to be reviewing this. I always tell them, somebody else is going to be reviewing this. If something seems fishy, it could be a potential hindrance in you getting this. So be honest about everything.

    And two, try your hardest on every single test. If you’re feeling tired, if you’re feeling fatigued, if you’re not up for it, let me know. We’ll reschedule it. Don’t try to do it just to finish it in one day. And that goes even outside of this. I think that’s a caveat or a statement you should tell everybody so that way they know that you should be trying your hardest in all of these tests and that if you don’t, then it might be an issue.

    Dr. Sharp: Right. I like that. I think that’s good for probably all of our clients as well. Let’s see. What about the [00:47:00] report? That seems to be maybe the most important part of this process.

    Dr. Emin: Yeah. So I’m always been a proponent of short, concise, straightforward reports. These reports are not short. They end up being very long. I’ll give you a ballpark. Anywhere from 15 to 25 pages sometimes. I don’t do write a lot because I want to write a lot. Honestly, I prefer to write less because ultimately someone has to read this. I don’t want them to have to sift through so much information, but if you have somebody with a long history of complex issues, it’s going to take a while for you to explain when it started and where they are now.

    I’ll give you an example. I had a student that had ADHD that then developed into, had an eating disorder at an older age and then had hospitalizations. So going through all that information is going to take a while. So your report ends up being long. 

    Dr. Sharp: Let’s do a little context because I have seen a lot of the stuff you’ve written in the Facebook group about short reports. [00:48:00] When you say these are 15 to 20 pages, what’s a standard report for you?

    Dr. Emin: It depends on the question. Sometimes I’ll do mental health diversion, or competency evaluations where they’re three pages long and four pages long, and those are legal evaluations. But those are more specific in the sense that you’re answering a legal question. Is this person competent? Do they meet these four criteria for diversion?

    For this one, you’re trying to explain someone’s history of impairment, how they’re impaired right now and why they need accommodations. Sometimes you’re able to explain in a very easy-to-understand way or a very short way depending on their presenting problem and what they’re going through. Other times when they have complex diagnoses and complex histories, especially if they have multiple inpatient hospitalizations and have seen multiple psychiatrists and therapists and all sorts of stuff, it gets complicated and it just takes time to explain it.

    And usually, when I’ve seen people get rejected when I’ve reviewed other people’s reports, it’s because they didn’t take the time to explain this [00:49:00] person’s course of treatment and of course of impairment throughout the academic career.

    And so ADHD, that’s obviously very important because it has to be present throughout the lifespan. For, depression and anxiety can be important too, depending on when it manifested. And maybe it was at a young age, so you’re going to have to start from the beginning. Maybe it was at an older age and a little bit shorter. So that’s why it ends up taking a long time to just explain and write everything.

    Most of my report is the narrative of the interview. The testing results section is pretty straightforward to explain, but most of it ends up being dedicated to the history. 

    Dr. Sharp: You’re doing a great job of reading my mind with this interview. I was going to ask you, how does your report break down? So of those 15 to 20 pages, most of it, it sounds like is history interview.

    Dr. Emin: Most of it is. Yeah.

    Dr. Sharp: What is the interpretation or summary look like in a report like this?

    Dr. Emin: I’ll break it down from the beginning. The first part of the report is obviously the [00:50:00] referral question and the test you give. In the second part, I’ll say of history of presenting problem and current symptoms. So that’s the narrative portion.

    And then I’ll jump into the relevant history. It includes family history, developmental history, education, psychiatric. That section usually is a little bit shorter because I’ve already discussed the symptomology before. So this one is more factual information like they saw a therapist from this date to this date. They were employed from this date to this date. They went to this school from this date to this date. It’s a shorter way just to get an idea of their history. It’s always the relevant history remember.

    Sometimes people spend way too much time talking about psychosocial history when it’s not relevant to the presenting problems. If there’s trauma involving family, then yeah, talk about family, but if the person’s applying for dyslexia, why you need to spend so much time talking about their family history is kind of irrelevant unless that’s an issue that is impacting the current presenting problem.

    So after that, I’ll jump into just behavior observation that [00:51:00] I might see with the mental status exam.

    And then after that, I have my testing results section. I use tables. So I’ll have a table for each test that I give. So like the Woodcock, the WAIS, the Barkley, the Connors. I’ve made tables of all these tests so that way all that data is there for people to review.

    I’ve talked about this in the Facebook group. I have an Excel spreadsheet that I use that does the score conversions automatically. So when I answer the standard score or the scale score, it’ll give me the descriptor and the percentile rank. So that part flies by really quickly. I just think of the printout from the WAIS and I just enter it into my spreadsheet and I cut and paste those tables in.

    And then for the summary and conclusions, usually I will go through and explain the most relevant tests and how it’s impacting them. So I want to explain every single test result. That is [00:52:00] going to be on a case-by-case basis depending on how people are scoring and what they’re doing. And I summarize the most relevant, salient things and how it relates to what they’re applying for.

    And then, the diagnosis section I’ll put right afterward. The diagnosis section is really important. I’ve seen sometimes people, they just put a label, they’ll say major depressive disorder and they just leave it at that. You need to explain why that diagnosis exists and why you ruled out other things.

    I literally will open up the DSM and put it next to me. And I make sure that if I’m diagnosing the major depressive disorder, I’m to a T hitting all the important points. For ADHD, for example, I explain why it’s ADHD, why it’s not something else, other Rulloff’s that I was considering, but it’s not those things.

    So you want to really explicitly explain your diagnosis and your rationale. And this becomes more of an issue with ADHD because oftentimes other things can mimic it. But if you don’t do a good job [00:53:00] explaining the rationale, then what happens is when the combination requests get reviewed, at least for the bar exam, the person reviewing it will just say, well, this diagnosis is not valid. We don’t believe this is ADHD. So we reject the whole thing. And that aspect of it, it’s really important for you to get the rationale down and clearly explain why you’re giving this person a diagnosis. 

    Dr. Sharp: So in that section, are you going almost symptom by symptom and then giving examples? Is it that detailed or are you just listing the symptom and saying this was present based on the history? How’s that?

    Dr. Emin: I usually write it in a shorter format because remember the history of presenting problems section is already super detailed. There’s no need to be super repetitive either. So, I’ll list out the diagnosis and the symptom, as I’ll usually put in parentheses, please refer to the history of presenting problem section for more detailed information, and they can go back and read the details of it.

    But over here, it’s more of like a listing format. For ADHD, I think it’s five symptoms before age [00:54:00] 12. And then I’ll say, refer to the Conners’ printout or to the Conners’ table or to the Barkley’s table for additional details. And you can see the checklists there. There’s no need to be super to be that repetitive. And I think it becomes a little bit cumbersome for the reader at that point.

    Dr. Sharp: Sure. Yeah, brevity is still important even when you have to provide detail.

    Dr. Emin: Yeah.

    Dr. Sharp: Yes. Let’s see. We talked a little bit about what kind of information to include in the report. You mentioned folks with a trauma history. I imagine there might be other types of sensitive information. Do you have any thoughts on how to balance demonstrating symptoms or need or relevant history versus protecting privacy in some of these cases?

    Dr. Emin: This comes up in forensic reports too. The trauma one is obviously the most difficult, especially when people have a history of like sexual assaults or molestation when they were kids. [00:55:00] These are not easy things that they want to talk about with you, especially if you think about it, they’re just meeting with you maybe once or twice. So you don’t want to open up Pandora’s box.

    Usually, they’re already in treatment, for the most part. Most of the people have been evaluated. So I keep it very short and sweet. I’ll just say this person was the victim of childhood sexual trauma and just leave it at that. I won’t really include the details. Even want to interview them, I’m like, I don’t need to know the details of what happened. Just give me a broad basic overview of what you experienced and how long did it go on for? And then I just leave it at that. I always respect people’s privacy.

    And I tell them that too. I’m like, I’m not that I don’t want to talk about this with you, but just understand that a third party will be reading this. So I want to be respectful about how much information you feel comfortable sharing. And I always let them see. They’re obviously they’re going to see the report before we submit it, but I always tell them too. I’m like, hey, read the report. If there’s too much information or you don’t feel comfortable with sharing this level of detail, let me know, and let’s have a conversation about that.

    [00:56:00] Sometimes we’ll take out things sometimes we’ll add things. But I think it’s an important conversation for you to have with people that have a history of trauma or even severe depression, that’s been very debilitating. That’s maybe it resulted in suicide attempts or hospitalizations. Those are important discussions to have. 

    Dr. Sharp: Yeah, it’s such a good point. Thinking as well about information in the report, I wanted to circle back to this idea of documenting or justifying impairment in the face of average test scores or good grades, or where the quantitative data doesn’t necessarily support the request, but you still think that they need accommodations.

    Can you talk through that a little bit?

    Dr. Emin: Those are hard. Fortunately, that hasn’t happened to me too many times. I can think of one instance where that might’ve happened. And I told them, Hey, you’re probably going to get [00:57:00] denied. Let’s try anyway. I’m like, where am I fine. And sure enough, they got denied.

    So usually in the report, I explain why it might be average. So an example would be, dyslexia, you’re not going to get an average score. They’re going to have some sort of impairment in reading. I’ve yet to see somebody with dyslexia have average scores. And if they all have average scores, then they probably don’t have dyslexia.

    I guess figure with ADHD, for example, or PTSD or major depressive disorder, you end up having people that are perfectly fine. So I think it’s important for you to really understand or really explain to the reviewer why they might be perfectly fine on these tests, but they might have a real-world impairment.

    Typically, the processing speed tests become an issue for some people with ADHD or maybe severe depression, but they’re only two minutes. They’re not very long. That’s where the interview comes in that’s handy because you’re able to figure out on a test that’s maybe 30 minutes or [00:58:00] 40 minutes what happens.

    More often than not, people will explain, I noticed that I’m much slower as time passes and everyone’s beating me. I’m always the last one in the classroom. I have had a hard time focusing lately after the first 15 to 20 minutes. So that’s how I usually will explain it saying like, Hey, this test, they did fine, but it’s only two minutes long. Some of the reading fluency tasks on the Woodcock-Johnson are anywhere from 3 to 5 minutes long. And they’re relatively basic if you think about that compared to someone on the Bar exam, being complex answering complex legal questions or answering essay portion, they have to put together a legal argument.

    So, it’s a different construct. And that’s the part I’ve always struggled with. And it gets me frustrated sometimes as an evaluator because I’ve seen these reports come back and they’ll deny and say, well, all the scores are average, and this is why I suspect that it’s not a psychologist reviewing and maybe more of a medical doctor or an untrained person, because it sometimes doesn’t make sense.

    [00:59:00] Like you you’re putting way too much weight on a basic sentence or reading fluency task. This person’s in law school or medical school. They’re probably going to do fine on a two-minute test. The test that you’re making them take is two days. So, you have to explain it as best as you can. And sometimes I’ve seen it get criticized anyway, even though I provide a really good explanation and that’s when you usually can appeal it and explain it again more thoroughly. And sometimes it ends up, actually not sometimes, every single time I’ve done an appeal, it’s worked out pretty much for the most part, except one instance.

    So you might have a second crack at it, but you just have to explain it as best as you can. Ultimately, there’s only so much you could do because somebody else has to review that and decide how much weight do I want to put on it. But the more you could explain it, the more articulate you are with your explanation, and the more thorough I think that might be easier for them to make a decision based off that.

    [01:00:00] Dr. Sharp:  Right. I wanted to ask you about recommendations here as we start to wrap up. Thoughts on recommendations. Are you, for example, recommending specific accommodations? That might seem like a dumb question, but are you getting as granular as to say like, time and a half or a time and a quarter or double time or whatever it might be versus like a quiet room with this. How specific are you getting with the recommendations?

    Dr. Emin: So if you go on the testing websites for these different companies, there are forms that you have to fill out in addition to your report for the most part. And they’ll list on there to types of accommodations that they usually provide. And it covers a wide gamut of them, anywhere from time and a half to, even more, the start and stop breaks, to extend the 15-minute breaks or 10-minute breaks, to a private room to a semi-private room. People with dyslexia could get a reader or maybe a laptop. So it was a wide variety of accommodations that you get, and it depends on the conditions that you’re trying to get [01:01:00] accommodations for.

    Dyslexia of common things is time and a half usually. And I use the time and a half metric because the Nelson- Denny operates off of time and a half. So, that’s what I use. And I’ve seen this sometimes come back and say, no, we’re not going to give time and a half. I will give time in a quarter. I don’t know how they decide that, but it is what it is.

    What else? The screen reader is common for people with dyslexia. I’ve seen them get granted laptops sometimes. Sometimes a private room that doesn’t have distractions. For ADHD usually, for the most part, it’s either a time-and-a-half or private room to minimize distractions.

    For psychiatric conditions, panic attacks, or PTSD, I’ve seen the tip a little bit for time and a half and a private room, starting stop breaks or extra 15 minute breaks are a big deal. People that panic attacks or feel the panic coming on, usually, at that point, for most of the people evaluated how those compensatory strap strategies what are they’ll use deep [01:02:00] breathing or progressive muscle relaxation.

    So that’s the rationale that you use to explain why someone needs to stop the clock when the why that they should get an extra 10 minutes to use that technique so that they way they calm down before they go to the next portion of the test.

    So whatever accommodation that you write, you have to rationalize and justify and explain why you’re giving it. So that’s really important. It doesn’t matter that if you say, I think this person should get this. Well, why? 

    Dr. Sharp: What does that rationalization look like? Can you give me an example? Let’s just say for time and a half, how would you recommend that?

    Dr. Emin: Sure. So at the end of the report, I’ll usually have a section that says functional impairments and recommendations. I’ll quote the ADA again. I have the legal framework that I have pulled from the websites and stuff. And I’ll say, these are the accommodations I request based on the ADA’s explanation of reasonable accommodations and stuff. [01:03:00] I recommend this person has time and a half, and this is based on, and I’ll go through and provide a summary.

    Usually, if they have a history of it, I’ll say, in the past, this is how they were before accommodations. This is how they got it, and this is how they’ve been. They continue to have difficulties with sustained focus or reading fluency or whatever impairments they’re having difficulties with. And then I’ll say, based on these, this is why I recommend them time and a half.

    So, imagine you were to summarize your entire report into two sentences. How would you summarize it? That’s how I view it for rationalization. It’s much easier when they’ve had it in the past, because you could explain like, hey, this person’s had it in the past. They’ve done well on it. They struggled before they got on it, and this is how they are now. It becomes obviously more challenging when they’ve never had it before. And usually, on those, I’ll provide a little more explanation as to why they need now. I’ll basically go through each one and explain it.

    For a private testing room, usually, it’s, they [01:04:00] get distracted by the surroundings. There’s too much extraneous noise, their mind wanders when they hear people shuffling their feet or typing on the keyboards.

    For starting stop breaks usually, when they have panic attacks or they have periods of intense anxiety, they usually use these strategies. This takes up too much time for them. By allowing them to stop the clock, they’ll have sufficient time to use the technique and also not run out of time.

    So you have to think, how am I going to explain this to the average layperson and why this person needs it and just view it from that perspective and really be very concrete and definite with your explanation.

    Dr. Sharp: Yes. I like that. Let’s see. We’ve covered a lot. I feel like we hit people with a lot of information. You’ve hit people with a lot of information. For folks who… well, actually, before I start to really wrap us up, are there any other key points that you think are important to mention that we haven’t touched on?

    [01:05:00] Dr. Emin: I think the most important thing is whatever tests you’re trying to get accommodations for, on their websites, they have all the guidelines, all the information. So before you even start doing this work, go on the websites of these different testing companies and become familiar with what they’re looking for them.

    MCAT has a fantastic website that explains it for each type of condition, what they look for, what tests they want, what their expectations are. You really should know and understand that before you even do the interview, because it will help guide you through the process.

    If you’ve never done one of these and somebody calls you for like a bar exam one, it’s going to be really hard. I’m not saying that you won’t be able to do it, but it’s going to be hard because they expect a lot. And if you’ve got no idea what to look for, it might hit you out of left field when you submit this request. And then two months later, your client gets a dial letter denial letter, and you have to explain why.

    So, it’s definitely challenging. I would say, familiarize [01:06:00] yourself with the ADA and definitely each specific testing company’s requirements. So that way, you know exactly how to approach the evaluation. And all their websites have this info. It’s not a secret. It’s clearly spelled out there for each condition. Each condition has a separate form and separate requirements. So you got to familiarize yourself with that. 

    Dr. Sharp: Yes. That’s good advice. Any resources? For folks who are trying to get into this realm, any places to learn, any other sources of information you might recommend?

    Dr. Emin: I think for anyone who does learning disability evaluations or ADHD evaluations, I don’t think this is out of your wheelhouse. I think you just have to become familiar with the ADA and with what the testing companies want and start viewing your reports as a legal document. So like a forensic report writing course would be really helpful because you learn and figure out how [01:07:00] somebody else might tear apart your report, how someone might criticize it.

    I think report writing really big because you might be the best psychologist ever, but if you can’t explain it in a very articulate concise way, it doesn’t matter because if you didn’t write it down, it didn’t happen. So I would say that’s a pretty good start. If you worked on some forensic report writing courses just to understand how medical-legal reports might operate.

    Dr. Sharp: That’s a great suggestion. Well, I can’t say enough thanks for coming on again and sharing more knowledge with us. The thing that I really appreciate and admire about you is that I know, anything that you are doing, you have researched it very thoroughly and you’ve done probably a ton of training that you haven’t mentioned that backs up the work that you’re doing. I know whenever you’re speaking about something, it’s because you’ve done your homework. So I really appreciate you coming on and talking with us about another topic.

    [01:08:00] Dr. Emin: You’re very welcome. And honestly, if anybody who has been listening to this has questions, I think you’re going to include my information in the show notes hopefully. If people have questions, just reach out to me. I’ve had people contact me in the past and ask questions and I’m more than happy to give you some feedback and some tips because when I started out, the person that was supervising me gave me all my tips. So I’m happy to share knowledge. 

    Dr. Sharp: That sounds great. Well, again, thanks. Hopefully, we’ll talk again soon.

    Dr. Emin: Thank you. Have a good one.

    Dr. Sharp: All right, y’all, thanks so much for listening as always. I really appreciate you. Hope you had a great holiday season and heading into the spring with a positive mindset. As always, if you are interested in group coaching at whatever level you might be at, you can go to thetestingpsychologist.com/consulting and schedule a pre-group call to figure out which one might be a good fit.

    A new feature, Spotify [01:09:00] within the last month or so has released the ability to rate podcasts. I know I have a lot of Spotify followers out there. If you get a minute, you can go into Spotify and rate the podcast. I’d be very appreciative.

    Okay. That’s it for today. I will be back next time with a business episode. Take care.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational and educational purposes only. Nothing in this podcast or on the website is intended to be a substitute for professional, psychological, psychiatric, or medical advice, diagnosis, or treatment. Please note that [01:10:00] no doctor-patient relationship is formed here, and similarly, no supervisory or consultative relationship is formed between the host or guests of this podcast and listeners of this podcast. If you need the qualified advice of any mental health practitioner or medical provider, please seek one in your area. Similarly, if you need supervision on clinical matters, please find a supervisor with expertise that fits your needs.

    Click here to listen instead!

  • 264. High-Stakes Testing Accommodations w/ Dr. Emin Gharibian

    264. High-Stakes Testing Accommodations w/ Dr. Emin Gharibian

    Would you rather read the transcript? Click here.

    Dr. Emin Gharibian is back to talk with me about evaluations for accommodations on high-stakes standardized tests such as the MCAT, bar exam, USMLE, and others. We cover a lot of ground in this episode, so if you’re considering doing these evaluations or have done them in the past with varying degrees of success, there’s a lot to learn here. These are a few topics that we discuss:

    • The rationale for accommodations and laws involved in accommodation requests
    • How to screen folks on the phone before starting the evaluation
    • Structuring an interview for these evaluations
    • Choosing a battery
    • Important components to include in a report

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for 2021 to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.

    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. Emin Gharibian

    Dr. Emin Gharibian is a licensed psychologist specializing in neuropsychological and forensic evaluations. He has 10 years of education and training in clinical psychology and neuropsychology and extensive experience evaluating adults and adolescents for psychological and neuropsychological conditions.

    He specializes in providing comprehensive neuropsychological evaluations for a variety of neurological conditions including dementia, Alzheimer’s disease, complications from a stroke, traumatic brain injury, concussions, learning disabilities, and ADHD in clinical and forensic cases.

    Get in Touch

    https://verdugopsych.com/
    https://www.linkedin.com/in/emingharibianpsyd/

    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!

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  • 263 Transcript

    [00:00:00] Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast, the podcast where we talk all about the business and practice of psychological and neuropsychological assessment. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Hey, welcome to The Testing Psychologist podcast, everyone. This is the first episode in a short series aimed at beginner practice owners. I don’t have a cute title for the series. So, let’s just roll with it and know that the next few episodes are going to be targeted primarily toward beginning folks.

    Today, we are talking about the first five steps in my Beginner Practice Checklist. This is the checklist that I put together a while back as I was working with consulting clients and realized that I was really talking through the same topics with most of the folks who are getting started on their practices. So, I put together a little checklist and today I’m going to cover the first five items in that checklist.

    Now, if you’re a beginner practice owner and you would like deeper support and guidance as you launch your practice, then you can check out the Beginner Practice Mastermind which is currently enrolling new members. Get more information at thetestingpsychologist.com/beginner.

    Alright, let’s jump to this discussion about launching a practice.

    All right. Let’s jump into some of these items that you might want to consider as you launch your testing practice. Now, some of these beginning [00:02:00] steps are not specific to testing, some are, but some aren’t, but I find that the “businessy stuff” or practical matters of launching a practice are some of the most confusing and overwhelming. So I would like to map those out just a little bit for you.

    This is not meant to be a super in-depth deep dive into these steps. It’s really meant to just give you a framework as you launch your practice and try to prioritize or give some priority to the many steps that you need to engage in as you open a testing practice. For more resources, you can check out the show notes where we link to episodes that pertain to each of these topics and go deeper into each of these topics. So know that those are out there as well. But for today, let’s start with step one.

    Step one is to establish your business. What does this mean? This means that you need to register your business with the secretary of state wherever you are practicing. Now, in some cases, you may not need to do this if you intend to be a sole proprietor forever, but I would not recommend being a sole proprietor forever. It might be enough to get by in the beginning, but ultimately you’re going to want to register your business as a more formal entity, like an LLC or a PLLC or down the road, maybe even a corporation like a PC in some states or just a corporation.

    So that’s the first step. It’s generally pretty easy. You go to your secretary of state’s website, and it should be pretty clear. You should find a link somewhere on there that says, establish a new business or start a new business or register a new business. You can typically sign up online. You pay a fee. Here in Colorado, it’s $50. That fee does vary. It could be up to, I’ve heard as high as $350, I [00:04:00] believe. So, it could be more expensive, but it is generally relatively easy. There may be a waiting period in some states. So just know that. But this is one of the first things that you do because it’s going to drive a lot of the other steps that I’m going to talk about, primarily because you need your business name.

    This gives people a lot of anxiety. It’s like, oh my gosh, I’m going to pick this name that’s going to last forever. And the truth is you just need a name that’s going to capture the business entity that you are running.

    In most cases, it does not have to be your practice’s name, though, in some states, it will be. So make sure to check the laws around that. But you can register a general business name, say, Psychological Services Enterprises, and then you can register what’s called a DBA for doing business as your actual practice name.

    Either way, the intent is to register your business, you get a name for your business, and then that’s going to allow you to sign up for let’s say, bank accounts, credit cards, services, every everything you do after this point is going to ask for your business name. So you need an entity to pin these other steps too.

    Speaking of steps too, step number two is setting up your bank accounts. I’m a firm believer that you need separate business bank accounts from the very beginning. If you’re a solo practitioner, generally speaking, you don’t have to have a separate bank account. It just makes things easier when it comes to tax time. But as your practice grows, and especially if you start hiring folks, it gets very complicated and you will need to have separate bank accounts.

    There are all sorts of ways to set up bank accounts. I [00:06:00] would absolutely find banking entities that will do it for free. There are plenty out there. You can get a free checking and savings account. I think it’s great to start with both because you will need to be moving money back and forth. Well, hopefully not back and forth, but moving money from your checking account to your savings account as you save for taxes.

    Setting up a checking account and a savings account in your business name will go a long way. Some people will take issue with this, but I also believe that it’s important to just go ahead and get a business credit card from the very beginning, especially if you’re going to purchase some testing materials or furniture, or other larger overhead items that you may not have the cash for right away. So setting up a business credit card can be really important.

    I really like the Chase Ink Business Preferred. I’ve done it at least one other episode on credit card hacking where if you have the Chase Ink Business Preferred for your business, and then you have the Chase Sapphire Preferred on your personal, you can pool the bonus points together and you get a 25% bonus if you use them for travel. So that’s one of those points hacking tricks that you might consider, but either way, you need a business credit card.

    The main point with setting up these accounts is to keep your transactions separate from your personal account. It keeps it a lot cleaner. It makes it a lot easier to do your taxes at the end of the year, and it will give you a much clearer picture of your business finances, which I think is important to have when you’re running a business.

    Okay. So the third step, now that you have a bank account, now that you have a business entity, is that you want to find some office space. I’ve done a number of episodes on office space. So again, not going to do a huge deep dive [00:08:00] here. You want to find office space relatively early in this process because, one, having an address will help because then you can register that address with Google my Business, which is a free way to get some SEO or search engine optimization juice going to your practice, but you can also put your office address on your website which we’ll talk about in a minute. And having an office space will allow you to start to plan your schedule, which is a few steps down the road. So finding some office space, knowing when you’re going to be able to open your practice doors, that’s going to drive quite a bit.

    You may not want office space and that’s totally fine. If you’re going totally virtual doing a virtual assessment practice, you can skip this step. Most people, these days are not going that route. So, picking your office space is important. Thinking about how many days you might need office space.

    These days, if you are doing a hybrid of remote and in-person for your evaluations, the rule of thumb is generally that you want one day of office space per week per evaluation. So, if you’re doing one evaluation a week, you could get away with one day of office space and then you do your testing in the office, and you do your feedback and interviewing remotely from a home office. Now, of course, if you want a full-time office, totally okay. So finding office space is important.

    The next step, step 4 out of 5 that we’re going to talk about today, and 4 out of 10 overall is starting your website. The reason I say starting your website is because this is not something that is likely going to happen overnight. It could if you drank a lot of coffee and had a lot of your material prepared ahead of time, [00:10:00] but I wouldn’t generally advise that.

    There are so many options for doing a website. I’ve talked about the different options on previous episodes, but there are generally two tracks you can go down. You can go the do-it-yourself route and pick something like Squarespace or Wix, or you can go the supported route I suppose, or concierge route and have someone else build it for you.

    I’m a big fan of WordPress. I forgot to mention that you can build your own website in WordPress as well in addition to Squarespace and Wix. It could be a little more challenging, but it’s also highly customizable. I prefer WordPress. You can do it yourself or you can hire someone to do it for you. If you hire someone to do it for you, I would expect to pay anywhere between $1500 and upwards of $5000 for a full custom website. So just keep that in mind. I think it’s worth it, but that’s up to you.

    So I say start your website. That means searching around, make a decision about whether you’re going to do it yourself or hire someone else to do it, and find that person if you are going to hire someone. Again, I’ve worked with a number of folks and interviewed a number of folks on the podcast as far as web developers and folks who can help you with your website. So, there will be some of those in the show notes, but you want to make that decision and you want to get the ball rolling because it can take a month, two months, or maybe three months to get your website launched.

    These days, I feel like a website is a highly important part of a practice. It basically functions like the yellow pages. You want people to be able to find you. Even if you’re not trying to actually use your website to attract clients, let’s say you have tons of referrals, you still want a website because it basically serves as a directory. [00:12:00] People can look you up, they can start to get a sense of how you work, they can just confirm that you’re a real person and it gives you some credibility. So, starting your website is step four.

    The last step that we’re going to talk about here today is setting your fees. Again, this is one of those steps that form a building block for the steps to come. Setting your fees is important because it’ll allow you to build a script for testing. It’ll allow you to sell your testing services to clients. It’ll allow you to prepare them and let them know what to expect. It will also drive some of your testing process, which I talk about in a later step. So setting your fees is important.

    There are many ways to set fees. If you’re private pay, there are so many ways to do it. You can take a deposit, you can collect half on the day of testing, you can do a flat fee, and you can do hourly. There are many ways to set fees. Again, I’m not going to go into great detail here, but thinking through that and landing on some option is important.

    I do encourage folks, unless you are doing predictable evaluations and you have a really good sense of how much time these evaluations are going to take, I recommend that people steer clear of flat fee evals because we often set our fees too low then end up overworking and being underpaid. So you might start with an hourly rate first and provide people with a range depending on the number of hours that the eval might take.

    If you take insurance, that process is a lot easier. You can still set your fees at the market rate, of course, but the hours, reimbursement rate, and payment process will be largely determined by insurance. So a little less flexibility there, but you need to set your fees.

    All right. So those are the first five steps in the Beginner Practice Checklist. [00:14:00] Very quick crash course here. There are some links in the show notes to other episodes that go deeper, but this is just intended to give you a little bit of a framework as you start to launch your practice and a little bit of organization to your process and your approach to starting your practice.

    And again, like I said in the beginning, if you are interested in launching your practice and you want more intensive support, the Beginner Practice Mastermind is enrolling for the next cohort. The next cohort I am guessing will be starting in April/May. I would love to be able to support you in that. So group coaching, accountability, homework, guidance, all those good things. You can get more information at thetestingpsychologist.com/beginner.

    Okay, y’all tune in next time for the next five steps in the Beginner Practice Checklist.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational and educational purposes only. Nothing in this podcast or on the website is intended to be a substitute for professional, psychological, psychiatric, medical advice, diagnosis, or treatment.

    Please note that no doctor-patient relationship is formed here, and similarly, no supervisory or consultative relationship is formed between the host or guests of this podcast and listeners of this podcast. If you need the qualified advice of any mental health practitioner or medical provider, [00:16:00] please seek one in your area. Similarly, if you need supervision on clinical matters, please find a supervisor with expertise that fits your needs.

    Click here to listen instead!