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  • 172 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.

    This episode is brought to you by PAR. PAR offers the  RIAS-2 and RIST -2 Remote to remotely assess or screen clients for intelligence, and in-person e-stimulus books for these 2 tests for in-person administration. Learn more at parinc.com.

    Welcome back y’all. Welcome back to the final episode of 2020. I cannot believe that we have gotten to the end of 2020. It kind of felt like it would never ever get here. When I was reflecting back on the year and looking through all the episodes and the stats and whatnot, it was really mind-bending to think back [00:01:00] to the episodes that are recorded pre-pandemic especially, that feels like a completely different world from where we are now. [00:01:09] It is a different world than where we are now. A different lifetime. But even the episodes that turned out to be most popular which were all released toward the beginning of the pandemic, it was really, like I said, just mind-bending to try to think back and not remember the interviews, of course, I remember them and the connections with each of the guests. That’s seared into my memory. But just what was going on at that time and everything that I was dealing with, we were all dealing with, it was pretty incredible. So in some ways, very nice to reflect and know that we might be headed toward the end of the tunnel here,  but in other ways, just again, hard to fathom how much time and emotional energy and everything else was compromised or lost this year. So it’s been a crazy year. It’s been a crazy ride. I know that a lot of us have experienced a ton of loss. It could be personal, professional, emotional, spiritual, any number of things. It has been completely nuts.

    [00:02:29] I also know that many of us have found ways to get through this and even thrive in some regards during this time. So I saw our Facebook community really work through a lot of disagreements around how to navigate the shutdown and remote testing and whether we should do it or not do it.  I’ve seen many practices discover new ways of doing business that might change things permanently going forward. I’ve seen coaching clients start practices during this time and succeed. I’ve seen more advanced practices continue to thrive than` higher, there are some silver linings from some of this. Our profession in many ways has remained quite busy after the initial shutdown. There’s a lot of opportunity for us. However this year turned out for you, I hope that you’re ending in a place where you are somewhat centered, grounded, hopefully, excited for the coming year.

    I know for myself, there’s a lot to consider; the podcast has grown a lot over the course of this year. Back in June at double down and started offering 2 episodes a week. That has been amazing. That was a little bit of reckoning for me. And I love the change. I love doing 2 episodes of business and a clinical episode each week. [00:04:06] Launched a couple of different formats. We launched the masterclass series two months ago, which was very well received and will continue into 2021 with other experts in the field. I have experimented with book reviews and other formats. And I was also fortunate to connect with PAR who I think is an amazing company, amazing test publisher to test drive some sponsorship for the podcast after many years of turning away sponsorship and not pursuing that path. And I think that’s gone well. I’m looking forward to continuing to partner with them in 2021 so that I can keep bringing great content each week. You’ll also continue to see new podcast formats as well as continue [00:05:00] experimentation. That’s kind of the name of the game, just trying things that are new and hoping that they land. So as always, let me know what works and what doesn’t work.

    But without any more preamble, I would love to get to the conversation about the best episodes of 2020. Let’s do it.

    [00:05:41] All right, y’all, let’s jump right to it. I’m excited to bring you the top 5 episodes of 2020 as determined, solely by the number of downloads across the world. Just during this year. So you’ll definitely notice a little bit of a theme in the top 5 [00:06:00] episodes. That theme is remote assessment. Not surprising. But the interesting thing about the top 5 is that all of these were recorded almost in sequence or released in sequence rather. So, I’m not sure what it was about that time period. Maybe people just being home during the pandemic or something like that. But the top 5 episodes were all released right around the same time. Although there were two dark horse, non-remote assessment episodes thrown in here. So let me jump right into it starting with number 5.

    The number 5 most downloaded episode of 2020 was The Hierarchical Taxonomy of Psychopathology (HiTOP) w/ Dr. Katherine Jonas. So if you miss this episode, this episode dove completely into HiTOP. [00:07:04] So HiTOP is a hierarchical taxonomy or diagnostic system that looks at symptoms really across these different taxonomies and really presents a different way of thinking about psychopathology. So, Dr. Jonos talked all about the different levels and hierarchies of HiTOP. So things like getting all the way down to the molecular level of mental health and illness, all the way up to behavioral presentations and symptoms.

    So it was a really interesting episode. I think HiTOP is gaining a lot of steam as maybe an alternative way to conceptualize psychopathology. So, I don’t know that I will call it a competitor, certainly, no, I take that out. I would not at all call it a competitor to the DSM-V, but it is a different way to conceptualize what’s going on with people, and it’s really I think a more comprehensive and more accurate way to conceptualize mental health or mental illness. So check that one out. It was super interesting and Catherine was very articulate.

    All right, the number 4 most downloaded episode of 2020 was Considerations & Concerns of Remote Assessment w/ Daniel McFadden & Dr. Carrie Champ Morera from PAR Inc.

    So Daniel and Carrie tie team this episode which I think made it really fun to talk about the customer service side and the clinical side of remote assessment primarily [00:09:00] using a behavioral checklist. But also we did talk about some of the cognitive measures that are offered through PAR.

    [00:09:07] We do a little bit of a deep dive into the PAR system, their organization as a whole, how customer service is set up,  the way that they approach remote assessment in terms of validation, and making sure that measures are appropriate. It was a really informative and enjoyable interview with the two of them.

    So, this of course starts as a little bit of a run on remote assessment. So I think these topics are still quite relevant. And a lot of the things we talked about in this episode are going to endure because at least as far as we’re concerned, we are going to continue to offer remote “behavioral checklists”, and the content here is very applicable in that regard.

    Okay, number 3. The number three most downloaded episode of 2020 was APA Guidance for Tele-Assessment w/ Dr. Jordan Wright.

    So this was Jordan’s first of two appearances on the podcast this year. Both were fantastic. But this one is where Jordan really dove into the APA guidance for Tele-Assessment. So, this is a document that Jordan put together with a couple of other co-authors. It was very comprehensive. And I think in a time when there was a lot up in the air, not much to hang our hats on in terms of remote assessment, this was a document that started to provide some guardrails for us to drive between when we think about doing remote assessment. Jordan is a very engaging interviewee and does a great job at talking through each of the principles or the guidance principles here. He has a lot of experience in this area and clearly a lot of expertise. So, again, still relevant. I know that I’m still getting contacted by agencies and districts, and other entities about how to do remote assessment.[00:11:29] So I know that this is still relevant for many folks as the pandemic rages on. So check that out. Number three, APA Guidance for Tele-Assessment w/ Dr. Jordan Wright.

    Okay, this is exciting. We’re getting to the top 2.

    Number 2, I don’t think this will come as a surprise to many of you. Number 2 is Autism in Girls and Women w/ Dr. Donna Henderson.

    So Donna was a guest that I had got a lot of feedback about prior to having her on. Many people reached out and said, “You’ve got to get Donna on the podcast so she can talk about Autism in girls and women.” So I was lucky enough to spend some time with Donna and she absolutely did not disappoint. This episode was very popular, got a lot of conversation, a lot of comments, a lot of positive thoughts sent my direction, and Donna’s direction as well.

    So I think the title says it all, Autism in girls and women. Donna really dives into how each of the DSM diagnostic criteria for autism, how you would apply each of those to girls and women, how they’re different, how they’re similar to boys and we really talk in-depth about the considerations there and how we might conceptualize girls and women differently when we’re considering an autism diagnosis. If you haven’t heard this one, it’s absolutely a must listen. So go check it out. And I should say, all of these are linked in the show notes so you don’t have to go searching through on the internet or your podcast feed. You can just click on them directly from the show notes.

    Okay, drum roll, please. So think just for a minute, if you can think back, it’s hard to remember but try to guess, just try to guess especially if you’re a longtime listener or a frequent listener, just try to guess what the number 1 most downloaded episode of this year was. I’ll give you just a couple of seconds to think. So again, continuing with our theme of remote assessment, the number one most downloaded episode by a long shot was Remote Administration of the WISC-V and KTEA-III w/ Dr. Susie Raifordfrom Pearson.

    Again, I think the title says it all and the timing says it all.  The energy and the effort that Susie and the team at Pearson put into not only making this episode happen but releasing the materials necessary to conduct a remote assessment with these instruments, making those available in the early stages of the pandemic, those efforts were just incredible. I certainly don’t have the full story, but just getting a peek into that world as we were setting up the podcast episode, I know that there were so many people just hammering around the clock to get this stuff out and try to help all of us as we were scrambling to figure out what to do and how we would keep our testing practices going and how those schools could keep testing or hospitals could keep testing.

    [00:15:12] So this was, I think, really a lifeline for a lot of us in the beginning stages of the pandemic as we’re wondering what to do. So Susie is fairly self-explanatory, but we dived into the nuances of how to administer some of these measures remotely. We talked about the technology involved, we talked about the validity, we talked about how to get index scores for some of the tests that are harder to do remotely if you have to skip or substitute for those. It was a really rich episode, and again, generated a lot of discussions, a lot of back and forth. I’m laughing because I think of all the episodes, this one probably had the most disagreement we might say or spirited discussion. So, there’s a lot to take away from this one. And again, I think still certainly relevant, particularly if you’re in a school district or in an area where we just can’t do testing in person safely.  So if you haven’t jumped on the remote assessment train, this is a great place to start.

    [00:16:20] All right, y’all, there you have it- short and sweet top 5 episodes of 2020.

    Now there are many that were in the running. The top 2 really stood out in terms of downloads and then after that, they were very close. So, any number of episodes I think could have jumped into the top 5. There were a lot that I think landed with people, but these are the ones that rose to the top. So huge thanks to all of my guests here. If any of you are listening, I sincerely appreciate the time and the energy that you put into making these episodes happen, and just giving back to our field this year as all of us struggled to find our way through the pandemic.

    [00:17:12] Like I said at the beginning, we are moving on to 2021. There are some new directions for the podcast. There’s going to be some new content, new formats. I am very excited to continue experimenting and keep bringing you a couple of episodes each week. I love it. And I love connecting with all of you. Thank you all so much for listening. As always, take care, hang in there, stay healthy, and cheers to 2021.

    [00:18:00]

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  • 171 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.

    This episode is brought to you by PAR. The TSCC and TSCYC screening forms allow you to quickly screen children for symptoms of trauma. Both forms are now available through PARiConnect; PAR’s online assessment platform. You can learn more at parinc.com.

     Welcome back, everybody. Glad to be back with you for another episode here as we start to wind down 2020. Hopefully heading it to bigger and better things in 2021. Before we get there, though, I’ve got a couple more conversations, maybe just one more conversation. And I think this is it. [00:01:00] So today I’m talking with Dr. Anna Kroncke and Dr. Marcy Willard all about the autism assessment tool that they have developed called CADE.

    So you may not have heard of this. I did talk about it a little bit back in my episode on the Remote Assessment of Autism. But today we’re taking a deep dive with Anna and Marcy co-developers of this tool. It’s a software tool and I think of it as a lengthy autism-specific measure that really digs into the nuances of autism. And it’s based on a fair amount of research and a framework that they have developed over the years in their work. So I think this will be interesting for you.

    We talk about many things. But we touch on certainly the origin of their company and the [00:02:00] software, the research and how they have validated this tool, how it’s different than other questionnaires out there. We talk a little bit about the remote assessment of autism in general, and then we talk about future directions and where they’re headed with this project. Now, you will hear it briefly in the episode, but I do want to highlight that Anna and Marcy are very open to expanding the research base with this measure and they put out a bit of an open call for anyone affiliated with hospitals, universities, who might want to conduct larger-scale research using their measures. So if that is you, don’t hesitate to reach out and get in touch with them. Their contact information is in the show notes.

    Okay, before I totally transition, let me tell you a little bit more about Anna and Marcy.

    So Anna Kroncke is a licensed psychologist and [00:03:00] nationally certified school psychologist. She’s the lead author on an autism assessment textbook which is linked in the show notes. Anna loves to meet the needs of families in her assessment practice.

    She was a presidential fellow at the University of Georgia, which is where she got her master’s and Ph.D. She has experience as a school psychologist working in a variety of districts and settings. She’s been in clinical practice for the past 10 years, and she does a lot of work with certainly conducting psyche vows, but also training others, consulting with families, and helping the community providers and schools.

    She’s trained graduate students in comprehensive assessment across her career, through her expertise in autism, anxiety, depression, and assessment tools. Now she and Marcy worked together to develop their framework, which is called CLEAPE and the [00:04:00] CADE assessment tool. And she is the co-founder of Clear Child Psychology.

    Okay. Marcy is a tech entrepreneur, licensed psychologist, nationally certified school psychologist, and a published author as well. She also loves helping children and their families navigate different challenges and learn to thrive. She has a history of conducting diagnostic assessments at local clinics and as a fellow at JFK Partners in partnership with the Children’s Hospital of Colorado.

    She got her bachelor’s at the University of Colorado, a master’s from Pepperdine, and a Ph.D. from the University of Denver. So Marcy aspires to partner with and guide parents who have concerns about their child’s development or mental health by providing a customized roadmap in supporting their unique child.

    She’s a big believer that no family should suffer or any kid’s potential got wasted when there are so many resources that can genuinely help. [00:05:00] So before founding Clear Child Psychology with Anna, she worked as a school psychologist for several years. She has trained many other psychologists and autism assessment in both the clinical model and the school certification model.

    All right. So if you are still on the fence about joining a mastermind group in 2021, I would consider the Advanced Practice Mastermind for Testing Psychologists. As of the time of recording here, we have one spot left. It starts on January 7th. And this is a group that is really aimed at practice owners who need some accountability and just some support from other psychologists in the same place as you reach for those bigger goals in your practice.

    So we focus a lot on accountability, streamlining, hiring, things like that, that come up after you pass that beginning stage of practice. If that sounds interesting to you, you can go to the testing [00:06:00] psychologist.com/advanced and schedule a pre-group call to see if it’s a good fit.

     All right. So these women are true entrepreneurs. They have a wealth of knowledge about measure development and clinical practice specifically around autism. So I hope that you get a lot from this conversation.

    Hey, Marcy, hello, welcome. 

    Dr. Marcy: Hi, thank you so much for us.

    Dr. Anna: Thanks so much for having us.

    Dr. Sharp: Yeah, I’m so glad that you were willing to be here. You are fellow Coloradoans. It’s always nice to have other Colorado folks on the podcast. And you’re doing some really interesting [00:07:00] work. So I just am grateful that you were able to take some time to sit down and chat with me. So thank you.

    Dr. Anna: Yeah, thanks, Jeremy. We’re so excited to talk about what we’ve got going on and it was just need to be able to connect to the wonderful community that you’ve brought together here.

    Dr. Sharp: Sure. I’m guessing that some people might recognize if not y’all’s names, the name of the tool that you’re developing from the previous podcast where I was talking about Remote Options for Autism Assessment. I mentioned y’all’s tool there. I think this will be great to have some time to really dig in and talk in more detail about what y’all are working on and this amazing piece of software, I suppose, that you’ve got going on.

    So without further ado, you know, we were talking before we started to record about one of the cool things about the two of you is that I see you as normal people which I mean, in the [00:08:00] most complimentary sense possible, in the sense that you’re in private practice or you’ve been in practice, you’re not researchers or like academic whatever ivory tower people you’re just practicing clinicians. And you’ve really dedicated a lot of time to develop this measure. So it kind of gives me hope that a normal person could do it without these crazy backgrounds.

    So, maybe tell me, start from the beginning. How does this even happen? Like going from, you know, you get into your career and you’re doing your job, and then all of a sudden you’re developing a measure. What happens in that whole process?

    Dr. Anna: Yeah. This is Anna. I would love to jump in and tell you guys a little bit about that and then maybe Marcy can dive deeper into CADE, which is our tool, and talk about what it does. [00:09:00] So we connected in 2011. We were in a very traditional clinical practice setting when we started working together and we had some near opportunities over the years to dive into different projects.

    We were able to work on a textbook together. And one of the things we wanted to do in that textbook was to really break down autism assessments in a way sort of not just relying on like, okay, let’s look at the GARS and let’s talk about the reliability and validity of this measure. Let’s look at this scale here. This is the eighth house and this is how it breaks down. We wanted to talk about the actual nuts and bolts process of what it’s like to work with a family and to work with kids and what it’s like when you’re in that evaluation room.

    And so we spent a lot of time working with a great team on that project. And that’s been really fun for us. And so we have an autism assessment textbook that some of you may be familiar with. That’s out there on the scene. Another thing that we were able to do is work [00:10:00] together in a sort of clinician school partnership. There was a time period there where I was doing clinical services and Marcy was doing school-based services. And so we had a neat opportunity to follow families after their journey and to collaborate. And Marcy was able to really guide them in how to implement some of the things that came out of our evaluation process.

    And so one of the things we learned is that this is a lot for families. And sometimes when you’re sitting down to feedback and you’re showing them a WISC score report and you’re going over the WJ and you’re diving into this fell for whatever else, it’s a lot. It’s overwhelming.

    And so in Cate Arts School, we really wanted to focus on symptom profiles in these areas that families could really understand. And what could they implement and make that really tangible at their fingertips? So that was super cool for us. I’ll say that a few things that came out of our lungs with career and working together [00:11:00] before Marcy started Clear Child Psychology, is that we had a couple of things that came up time and again that drove us nuts.

    And one of them was that families would walk in the door and say, where were you five years ago? Where were you eight years ago? I was concerned about my child when he or she was three or five or seven, and I didn’t know what to do at that time. And we felt the parent education really isn’t out there the way that it should be in guiding families to the services that they need.

    So they go to their pediatrician and they hear well, boys develop a little more slowly than girls, Oh, let’s wait and see, give it a little bit of time. Or they go to their teacher who says, Gosh, maybe you should try some play therapy or they get prescribed something to try that’s not really fit their child’s profile. And it takes them years to fall into our office. They would say, Oh, I live two miles from here and I didn’t even know that this is where I needed to be. And so certainly we talk a lot about waitlists and that’s hard too, but at least [00:12:00] those families know they’re on a path to get some supports, right? And we’re talking about families who were floundering with these challenges for a long time before they found us.

    And then the second big thing we noticed, I think being in Colorado uniquely we’re surrounded by areas like the Westerns Slope by States like Wyoming, that people sometimes call the Frontier. I love Wyoming. It’s beautiful. But the idea is that families don’t have resources. And so they come to find us in Denver or in Fort Collins where you are Jeremy. So they don’t have the resources to go back to after the evaluation. And so we wanted guidance for families and recommendations that they can implement on their own. And they also, they don’t always have the ease of travel. And they have a child maybe who obviously we know with kids with autism struggle to transition new places, new people can be a hard adjustment and here they are having to come a [00:13:00] long way to see us and to get the help that they need.

    And so Marcy is this brilliant business person and she’s creative. She thinks outside the box. And she’s like, “What can we do here to address this in a way that’s more virtual, that’s more oriented to family education?” And that’s where we really started working together and developing tools for families because we really wanted to tackle that for we’re passionate about families having access and having the support they need.

    Dr. Sharp: Yeah, that’s amazing. I think we’ll talk about this as we get into the tool. But one thing that really jumped out and that I heard from my peers who were using it early on was the recommendations or the suggestions that come from it are way beyond anything we would expect.

    So it’s like it’s very grounded. It’s very concrete. It’s focused on giving families ideas more than anything which is really cool.

    So I’m [00:14:00] curious then, I mean, so the way you described that it’s like, okay, we had a business idea and Marcy had this thing to work on and then all of a sudden it’s happening. But I am curious about the nuts and bolts. How do you actually do that? Go from I have a great idea to I’m developing a measure now.

    Dr. Marcy: Right. Yeah. There were a lot of fun and exciting and scary steps along the way and we still have all the above in our existing practice and business that we’re building.

    One of the first things that we did was to get great people who could answer some of the questions that we knew we couldn’t answer ourselves. And so early on, we had multiple meetings with large groups of experts that we diligently recruited. So we did something we called a Gemba interview. The concept of Gemba come from the [00:15:00] Japanese idea that they used to have factory workers, the bosses, or the big managers of these factories would do something called Gamba where they would go and be on the factory floor and find out what problems that needed to be solved.

    And then actually, Co-develop those solutions with the people who need that solution. Right? So it’s the opposite of the ivory towers philosophy, or you have to do get a special pass to go to the C-suite. It’s the opposite of that thinking, right? And so we wanted to do the same thing in developing this measure.

    We said, we want to ask the people who are in pain what is it that you need a clinician to make your life better? And what is it that you need family in order to get access to these resources? And as you can tell that that’s a pretty complicated question there, right? Because we really want it to be an ecosystem and a marketplace and a place where people are interacting and sharing resources versus how it has been, which is [00:16:00] very siloed. And you get a stroke of luck if you bump into somebody that happens to have what you need. And even for clinicians, we want to work with each other. Anna and I have always been like that. Gosh, I’m not an expert in every single thing that could be going on with a kid. I’d love to have access to those people and those resources and I gladly pass them along. And so we really wanted to create that.

    And actually one of the first things we ever did was a big course on autism assessment and our framework that we had developed and we got to meet you, Jeremy, at that day and a bunch of other great clinicians that we still partner with now, in terms of how do we improve our measure? How do we make sure that it’s accurate and valid? How do we make sure that it’s useful?

    Dr. Sharp: Right.

    Dr. Marcy: And so my dad who is an expert in software development was a key asset in that process too. And understanding how do you develop a software program that [00:17:00] works and that solves the problem. So one of the big things, that’s kind of the opposite of this, this lean agile method we use is that you basically go in the back office and design the whole solution and then you launch it. And what happens with that is it doesn’t work.

    Dr. Sharp: Right.

    Dr. Marcy:  You have to go to your stakeholders and say, “Hey, what do you want?” And then you try it. And then they say, ‘Yeah, I like that little part but I don’t like any of those other parts.” And then you go back to the drawing board again and you do those hundreds of times until you say, what do you think of this? And they’re like, I would use that. And then you start to get it out there. 

     So that was really the journey that we went down from validating the measure to getting it into a software program that could automate it and not only automate it, but also deliver the results in a way that would be really useful. We want it to be useful to the clinicians and to the families [00:18:00] that they could see this profile versus hear about it. What are the big things that we run into as clinicians is that feedbacks are roaming. Your families sometimes look at you with these big deer eyes saying, Oh my gosh, like, thank you. And now know what I’ll do.

    And there’s a lot of things, right? We have a lot of things we want them to do. And so how can we make that more clear for them? So that was really a huge piece of what led us down this path. 

    Dr. Sharp: Yeah. I love the idea of being agile and responsive to what people want and need along the way. And I’m just holding back from asking all sorts of questions about the software and the development and everything because I love that stuff, but I don’t want to lose our audience in that whole process, but suffice it to say it sounds like a nice marriage between you had the fortunate circumstance of someone who was a software expert and you had [00:19:00] your clinical experience and you did a great job sort of recruiting folks from the community to give you feedback. And then you’re off to the races, right?

    Dr. Marcy:  Right.

    Dr. Sharp: Yes. So that might be a nice place to transition to talking about the measure or the tool. What do you y’all call it first of all? That’s probably important.

    Dr. Anna: We’d probably call it more than one thing. I call it a tool most of the time and I call it a collaborative questionnaire it’s a way to gather feedback and to share information. But I think when I’m talking to people, I generally call it a tool. What if I tell you more about it in case somebody didn’t listen to your other podcast a few months ago?

    Dr. Sharp: That would be great.

    Dr. Marcy:  I think Jeremy is looking for the name of the measure.

    Dr. Anna:  CADE, the name of the measure. And so, yes, I like that it has a little catchy psyche name to it. Some of our software people are like, No, we don’t like what you name it. We just call it the clear tool. I’m like, no, I [00:20:00] like it. So it’s called CADE.

    And so we have 80 questions with our rigorous process of getting that information in there. So we started out with a framework that we developed and we used wonderful supports in speech pathology, occupational therapy, pediatrics, board-certified behavior analysts, other psychologists to really develop the meat and to write about all of these different symptom areas that appear in the tool.

    So we have 11 different areas that we’re assessing. So anything from socialization, communication, cognition to emotions and behavior. And we use parent-friendly terms. So understanding, socializing, communicating. When we put that out there, right? So, but beneath that, we do have a lot of articles and deep information that came from a variety of clinicians who have expertise in these different areas.

    So we took that as the basis and then as Marcy said, we did a lot of Gemba [00:21:00] we’re in the community. And then we also brought in a panel of psychologists and developmental pediatricians and school psychologists. And those people were able to give us feedback on these different areas that we’re assessing and say, well, I don’t think that’s relevant here to an assessment that’s more focused on autism or I think you should add some more depth and more detail and let’s add items and information about these different areas. So we were able to use a nice item, response process there to go through. And so when we came to validate the tool, we have 80 items total in the tool.

    So we went down to like 50 and back up to 80. And so we’re all over the place to get the items that really fit and went through a rigorous process to do that. We were also able to have some nice meeting with meetings with some experts along the way. One of the fun ones for me was sitting down with Bill Reynolds. We had the items and he was talking to us about just being really inclusive, right? Bill does this depression and suicide risk measures and things. And he was impressed that we were really broadly inclusive of a [00:22:00] lot of different symptoms. We were asking them about their sleep and about their emotions.

    And even though we’re a tool that was looking at autism, we wanted to really get a broad picture. And so having those 80 items I think it’s needed in a few different ways. Like for our families, it allows them to get a really complete picture of their child’s symptom profiles because we know autism looks so different.

    And so we do want to dive into gender identity and sleep profiles and whether the child has depression and anxiety or attention problems. And so we can do that and then we can give recommendations that aren’t just very autism-specific, but really address the whole profile that the child exhibits. So that’s been good.

    And then we put a lot of visual imagery with everything and Marcy is totally a visual person you can see behind us that we have these pictures. Jeremy can see you guys can’t. But that relates to different symptoms, right? So we’re looking at fluid reasoning and auditory processing behind us, but we put visual imagery [00:23:00] and we use radar charts to display the symptoms. So you can look at a child’s socializing profile for example, and say, okay, well, this child really has a lot of difficulties with perspective taking and with conversations and with shared enjoyment, right? And so then you’re diving into the symptoms, not so much just saying, okay, this child has autism.

    So we feel like we can get more meetings with the families, but at any rate. So we just took these 80 items and all the resources that we developed and built behind it, all the recommendations and articles, and then our software team was able to build that into a tool so that we can generate an autism score. And then these just individual profiles for domains that are gonna determine what kinds of recommendations come out of the tool and where we guide families to go next.

    Dr. Sharp: Yes. I have so many questions from all of that. So let me try to remember back to my first question, which is kind of a reflection too, but one thing that [00:24:00] I like about your tool is that it sort of goes beyond the DSM-V criteria, right? Like you are pulling in these domains that aren’t explicitly implicated in the DSM-V. Some of them, I don’t know if you call them soft signs or just other related factors or whatever. But I guess there’s also a danger there, right? That you’re venturing into uncharted territory when you’re saying like, how much does this associate with autism?

    So I’m curious what process you all maybe went through as you were fleshing out these different dimensions and these questions that got at the soft signs that maybe weren’t part of the diagnostic criteria. Can you speak to that at all?

    Dr. Anna: Do you want to answer, Marcy?

    Dr. Marcy: Yeah, I’ll take that one. The process we went through, we had a multifaceted research-based for it. And then [00:25:00] both qualitative and quantitative analysis that went into those items. So as you mentioned, we really wanted to get at those ancillary signs of autism, the ones that the clinicians see and feel before you even go through your checklist. The kid walks in and they sit down, you maybe spend 10 minutes talking to them and you say, okay, this kid’s on the spectrum.

    And then we started asking ourselves, “But how do I know I don’t have data. I don’t have all my measures collected, but I still know.” So we wanted to say, what is that? What are those other signs? What are those little subtle things? And so we thought through just noodles and noodles of questions from other measures. And we thought, where is this falling short? Where are these little pieces? I’ll give you a great example. This is something I totally geek out on, which is narrative coherence. That’s one of my favorite things. [00:26:00] So narrative coherence is a big one, right? So their storytelling skills. Yes. We have certain pieces of some measures that barely touch on that, but we wanted that to be a piece of the measure. And we ask ourselves how is it that your kid at telling stories? We ask the parents that, we ask the school that, we directly assess it. And then the question becomes, well, yeah, we know it’s related in our clinical practice, but is that just our opinion? You can’t write a measure on your opinion.

    Dr. Sharp: Right.

    So we did two steps to really dig into that. And the first one is in our own validation study, we met with a whole bunch of expert psychologists and said, “Hey look at this item. Is this worded the way you would want it to be worded is it asking what we think we’re asking? How specific is this item? And then how sensitive is this item? If a kid has this issue, is the tool going to pick this up? [00:27:00] And then how clear is it? Do you know what the heck we’re saying?”

    And so we went to these large groups of experts and asked them to really rate these items. And then we did a quantitative process to measure the accuracy of each of these items on those three criteria. From that, we went into a factor analysis. So that process, we looked at what are the factors that these items are loading on? And then we did a deep look at the ones that are loading on an autism factor, what are the factor loadings? And we only took items that loaded very highly on this autism factor.

    We found multiple factors, but the main one on the items had to load highly. They didn’t get included in the autism score. There are also items on the measure that aren’t included in the autism score that we kept. And the reason for keeping those is for those visual profiles. So maybe let’s say that narrative coherence didn’t make the cut. It did, but let’s say that it didn’t [00:28:00] we still care about it. And so we would want that to be noted in their profile for intervention. And so that’s a long-winded answer for that. But the point of that was there really was a rigorous process in finding those ancillary extra little symptoms and signs and making sure they get captured in the measure.

    Dr. Sharp: Right. I love that. And tell me, would you call this a diagnostic tool or do you see it as something different?

    Dr. Anna: Yeah, that’s a good question. Because we’ve had some questions in the past about that. Oh, my Gosh, we have been through the FDA and all of this stuff? So it’s a collaborative tool, I think and it definitely gives you a diagnostic profile. But we feel like it’s a compliment to what the clinician is doing. It allows them to draw information from various sources and have a place to put their thoughts and perceptions. And so if they [00:29:00] answer those questions, it is going to generate an autism profile, but it’s coming from their input.

    And then she was able to back-check on that. And we did that originally in the validation, but now we’ve been able to build a piece into our tool where it will ask the clinician. Is the child diagnosed with autism? Is a child educationally identified? So that we can compare two to see how is the tool doing compared to what the child’s actual diagnosis or educational classification is?

    And we’re at 98% accurate there which is quite consistent with the study we did before. And we obviously want to get a lot more data. But yeah, so I think that… I don’t want someone to have a parent Duquesne and just say that’s the answer. There it is autism diagnosis. And then the tool is not really set up that way. Right?

    So the parent column, then you can put teacher ratings, you could have your psychiatrist, your occupational therapist any number of the providers that you feel like is relevant that can give a nice perspective on the child. You can analyze that profile as the clinician, but ultimately you’re [00:30:00] making the call.

    So when we meet with the child and spend time with them, we’re deciding, and certainly having the fact that a parent and teacher have given us input, the parents telling us how’s the sleep? What are the patterns there, how’s this child eats, and the teacher’s telling us, well, how organized is this child? How good are they at reading and writing? So we have those pieces that we can use as a way into our decisions, but we are as the clinician making the diagnostic decision. And you can only generate a diagnostic report out of the clinician response column. So you can use the other response columns and generate concerns, reports, and recommendations, but the diagnosis does require a clinician to be a piece of it.

    Dr. Sharp: Got you. Yeah. I wonder if it would be helpful for folks to talk through the role of this tool in an evaluation, right?` So should we think of this as sort of on the same level as a bask or an SRS or something like [00:31:00] that? Or is this like a pre-interview thing? How do y’all incorporate this into a comprehensive eval?

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     All right, let’s get back to the podcast. 

    Dr. Anna: Do you want to take that Marcy?

    Dr. Marcy: Sure. Yeah. So we use the tool in two main phases. So as you mentioned, is this a diagnostic tool and a screener? I would say both. In terms of the screener aspect, yes, pre-interview pre-initial. We send out CADE to families and Raiders. The Raiders can be anyone in the child’s life. And then of course the parents.

    So those Raiders and their input, we analyze that before we even sit down with the family for the initial. That guides the initial, right? So now I have areas to dig into and extra questions to ask. Also, gives me a little bit of an idea for where is the family with their [00:33:00] understanding of what could be happening with their child, and is that consistent or inconsistent with what the school is seeing or other therapists are seeing?

    So we use it as a screener there. Then we use it as we’re doing our assessment and we’re gathering data. We’ll answer questions. So this is a live assessment. This is not another assessment where you answer all the questions, generate your report. That’s it. We use this as a live assessment ongoing during the evaluation. And then at the end, once we have all the questions answered, it generates responses, right. And it tells us the autism level, the autism profitability score, and then some profiles, and then those are used in feedbacks and in the report.

    Dr. Sharp: Got you. Let me ask a very detailed sort of granular question which is if you’re sending this out prior to the intake, how do you handle like as the person on a client at that point, are you getting releases [00:34:00] for teachers and pediatricians and that all that before they even come into your office?

    Dr. Anna: Yeah. So they’ve signed. So we do a discovery session with families prior. So we spend about 15 to 20 minutes on zoom to see if it’s a fit telling them about what we do. And then after that, they’re going to sign the consent and start our paperwork. And that’s when we can give them CADE. And in that consent, they’re asked to provide consent and send this to various… they can decide who they want to. And so we have all that, then we can send them CADE. We have to follow all up with reminders, but we make sure we have it in hand so that we can have a look before that initial console. So that’s what we were able to do that.

    Dr. Sharp: Got you. So let me make sure am understanding this right? That you will send this out pre-interview to different stakeholders in the child’s life. You get that info back, that guides the interview, and then you, as the clinician are filling [00:35:00] in sort of the clinician side throughout the assessment. And then are you having those folks do it again, or is it a one-shot deal before the intake?

    Dr. Anna:  Yeah. So it’s that interesting because it is a one-shot deal. But one of the things that we’re doing, we found has been really helpful, is doing ongoing coaching and support. So the family will do it again. Marcy does a lot of great schools advocacy stuff. So say she’s working with a family. They’re going to meet with the IEP team. It’s a few months down the line. Well, then the teachers will do it again. The parent can do it again so we can chart progress over time and see how are we doing now? And sometimes you’ll find obviously through the course of the evaluation, the family has learned a lot about their child seeing these different profiles.

    And so their ratings actually in that very next one might actually go down a little bit because they’re really aware of more of the symptom profile that they’re seeing, but we think that’s great because we start to see more reader agreement between the clinicians working with the child and the family.

    And [00:36:00] that’s actually part of a research study that we’re working on now that we can talk about. But yeah, so the idea is we can do it again. But in the evaluation process, we just do that one time through the assessment. We try to make our assessments pretty expedited, get people through quickly. And so, yeah, it’s a pretty tight process and they can come out really quickly with their report and recommendations.

    Dr. Sharp: Sure. Since you brought it up, I’m curious what your evaluation process is looking like these days especially with the remote layer that we’re all working with here over the last several months. Yeah, could you talk through what your evals look like now?

    Dr. Anna: Sure. Do you want me to answer that?  As I mentioned, we do a discovery session just a quick zoom meet and greet, get questions answered, see if it’s a good fit and if a family wants to work with us. And then we’re using IntakeQ as the portal, and that’s been really great for us, I think.

    And so we then send the paperwork, we [00:37:00] send CADE and we get that back, get a chance to review that. We do a consultation with the parents or we do some work with adults too, so with the adult, whoever is doing the evaluation. And then we’ll set up sessions. And so it’s different depending on the age of the client. 

     So, you’re familiar with the ASP’s and the research they’re doing at Vanderbilt. We’ve actually been using a process similar to that for some time for our autism evals for younger kids. And before COVID, when kids were out of state it’s what we would do. So we’re collecting after the initial and we’ve got a chance to see CADE and understand the parents’ concerns, we’re starting to collect some video clips, right. And to look at different aspects and then we’re formulating. So if we’re going to be doing something that looks like a MODE-1 and MODE-2, a toddler module, what are the kinds of things we’re going to prepare the family to have ready for that engagement.

    And then it’s really parent-led, right? So we’ve had fantastic families doing a beautiful job of leading these sort of modified eight [00:38:00] offices. And we know we’ve listened to Cathy Lord and we know she doesn’t love maths and she doesn’t love virtual, but we’re not trying to generate an autism algorithm through the eighth office. We’re trying to in some cases pull some activities that we can really use to get at the shared enjoyment and the social presence and the creative play and communication and things like that. So we’re able to do that and so with our younger kids, we may have just a couple of sessions where we’re sort of live on video there doing various things. We’re doing some aspects of the WISC-C or doing a developmental profile with the family. Certainly, we have the parents do evals to give us some feedback. So that’s what it looks like for the young kids. With our school-aged kids, we’re doing more in these sort of hour-long chunks.

    And so that’s going to be varied based on the case. But it might be in three to five-hour-long chunks with the child via zoom where we’re really digging in and gathering that information that we need. As well as rating scales that we might additionally [00:39:00] want to add again with the Vineland or something like that, the Basques. And then with our teenagers and adults, we can sometimes do a lengthier chunk of time.

    So we might spend an hour and a half zoom or even two hours really, depending on the client and what’s their attention span and their schedule. But we found that the zoom, well, I don’t think been challenging to identify autism or to do this evaluation this way. And two for the families, the parents and teens and adults, they like zoom.

    They like being on and being able to connect just from their office or they’re doing school this way, so they can just click over and okay, we’ve scheduled that. They’re going to miss this one class today and come on and meet with me. So I think that there has been some ease to it taking some of those travel pieces and having the concerns of COVID in the offices and that kind of thing.

    So a lot of our families are being very careful. And their kids are doing virtual school and they’re not doing a lot of community-based things. And so the [00:40:00] fact that they can dive in and do an evaluation virtually has been something they’ve liked a lot. So that’s been good.

    Dr. Sharp: Yeah. It’s been amazing how we’ve adapted to this whole scenario. And I know for y’all, it’s maybe less of an adaptation. You’ve been doing remote autism assessments prior to COVID and it was less of a transition for you, but yeah, it’s been really cool to see these different methods pop up and get utilized.

    Dr. Anna: Yeah, and then back to the CADE piece of it. So then for feedback, right, it’s really nice to be on a virtual call where you can screen share and we’re showing the different profile graphs and talking through that and so that’s worked really well so that we bring it back to the CADE in the end, and are able to walk them through that. And then from there, often we move into a journey package where we’re, again, revisiting the recommendations, the next steps, and revisiting CADE periodically with the family as we guide them through the journey.

    Dr. Sharp: Yeah. [00:41:00] One little question since you brought it up a bit ago, what ages is it appropriate for?

    Dr. Anna: Yeah, absolutely. So CADE generates an autism score for 3yrs and up. So we do have 41 items that are appropriate for two-year-olds. And so you can get profiles for it for a two-year-old. It’s a briefer piece of the measure there, and we’re definitely working on building out and collecting more data on those profiles so that we can dig deeper into that. And so that’s one of the pieces that we’re working with some early childhood programs. And so adding a place for those to tell us, is this an autism profile or not will help us to build that algorithm stronger overtime for the two-year-olds?

    Dr. Marcy: Yeah, I was going to add to that with the age groups that we serve. One of the things that we really wanted to do was actually not focus as much on the little guys which it’s great that a lot [00:42:00] of organizations have focused on that. And when we went to the NCR conference, there were a lot of new measures coming out for toddlers. I think that’s fantastic.

     But most of the kids that I’ve worked with over the years that are suffering the most due to either an autism diagnosis or lack thereof had come in and in kindergarten, first grade, second grade, and then we’ve got these really complex middle schoolers, middle school girls. And so we really wanted to be able to address those profiles most of all.

    And so the measure really targeted that school age, teenage population, most of all. And we were proud of the span that we can do. And I would say this is an ideal measure when you’re bumping into these really complex 13-year-olds with all these different things going on. One of our hardest kids ever in terms of getting to add a diagnosis was a teenager [00:43:00] that was referred for spelling. And ended up having one of the most comprehensive, really elaborate profiles. And we felt like, CADE did an excellent job at differentiating autism, ADHD, looking at what’s going on with this? Is it a dyslexia profile? What’s happening with this, the spelling and reading, and just a really very interesting profile. And CADE did an excellent job of differentiating that. And we feel like there’s a lot of power there for these kids that they come into your office and they’re in third or fourth grade. And they’re like, yeah, I don’t know why I’m like this. And we can really help them too.

    Dr. Anna: Yeah. Marcy said to me, we’ve got a spelling referral. I don’t know about that. And she said actually, but why don’t you take a dig into the CADE profile and have a look? And then you tell me if you want me to look. I was like, “Oh yeah, this is interesting.”

    Dr. Sharp: Oh, that’s wild. I’m curious then. Now that opens this whole can [00:44:00] of worms of like, so it the measure, is it able to differentiate between different disorders? And there’s the gender question as well.  Have y’all done, I’m not sure what the word is, I’m not a researcher clearly, but the validation or standardization or whatever you may call it to have like gender norm, or anything like that.

    Dr. Marcy: Yeah. So we have a lot of good things happening with that. So with regard to gender, we in our validation study had a good percentage of the population that were girls. And we did some nice measures to show that it’s doing a nice job differentiating those girls from girls that don’t have it, for example.

    And then in terms of your other question about the other disabilities and differentiating between those, CADE has done a fantastic job on these really complex kiddos. [00:45:00] It does not point to a diagnosis of ADHD, for example, in the way we have it set up right now. What it does though, is those profiles jump out at you.

    So ADHD jumps out in these profiles. So the executive functions will be impaired. We have a whole focusing domain that will be impacted and then you’ll have working memory jump up. Whereas with these autism profiles, you’re getting a bunch of deficits in the social domain and communication domain. And then we also have learned and we have a cognitive domain, right. So those are really showing you signs that you need to go dig over here versus just these autism profiles.

    Dr. Sharp:  Right. Yeah. You said that there’s some stuff in the works with all of that. So I take you’re trying to move forward and gather more data around those areas.

    Dr. Anna: Yeah. It’s been super promising. We’ve had so many girl profiles in there and some really tricky ones and we’ve been really pleased to [00:46:00] see CADE differentiating that. It is a neat area it would be fun for somebody to take CADE and run with it and look at the gender pieces. 

    That would be really cool. But yeah, we did analyze our validation sample and look at how that was performing just with females versus females and males. And we found that it was consistently like predicting autism at the same rate and everything. So that was good. But yeah, there’s definitely more than it would be neat to dig into there.

    Dr. Sharp: Yeah. So tell me, how does that work? So if someone did want to conduct the research with it, how does that work? Can they do that? And are you open to that?

    Dr. Anna: Yes we are very open to that. So a few different things. So, CADE, we can just grant access for clinicians if they have some work going on. And that’s some of what we’re doing now and some of the projects they can have access to CADE and use that to collect [00:47:00] data in their own setting hospital or clinic setting. So that’s possible. We also have either some neat things that we’d like to look at in the system just breaking down the profiles and the items. 

    So like we can look in the profile and see what’s a significant autism score. And then these children with sleep problems. How did they perform differently and behavioral context versus the kids without sleep problems? Right? So you could take and look at different relationships between different items.

    The one that Marcy’s brought up a lot of, sort of the gender piece, right? Because we run into so many teens with gender identity when we do ask about that in the measure. So that’s something,  we can look at and how does that correlate with autism or not autism or how does it relate to other pieces. So I think there are a lot of neat ideas that could be found there and a lot of new data to look at.

    Dr. Sharp: Sure. It seems like you could make a whole job out of just doing the research with this sort of thing. And y’all are [00:48:00] also doing clinical work and running the business, right?

    Dr. Marcy: Yeah. They’re our triple projects all the time; that ongoing research, the clinical practice, and the business.

    Dr. Sharp: Yes, Oh my Gosh. Where do you see it… actually, before I transitioned to that, What other applications or ways are you using it that we may not have touched on so far?

    Dr. Marcy: So there’s a lot of neat things that we can do because we have CADE and we have these CADE profiles. So what we’re doing in our business overall is we partner with families to provide diagnostic assessments, clarity, and a customized roadmap for supporting their unique child. So unpacking that a little bit.

    We start with this diagnostic assessment piece, right? So we use CADE to determine [00:49:00] what is going on with my child. Number one, and then number two, and more importantly, what am I going to do about it? So we want to make sure these families really understand this profile, not just from a one-hour feedback session but from ongoing support and interactions and that’s the clarity piece.

    And then we go to this customized roadmap. So families that decide to stay on with us. So we’re able to provide this ongoing support for them in terms of understanding what services are going to be helpful and what interventions and those interventions are based on those profiles. Right? So it all starts with here are some of the most impactful symptoms in this child’s profile and this is what we’re going to do about that one.

    Once we’ve got that one a little way down the road, we can come back and revisit some of the less impactful issues that come up. One of the things that are really neat that we’ve really jumped in with is this idea of really strengths-based assessment [00:50:00] and strengths-based intervention.

    So the research shows over and over again, I really like Sam Goldstein’s work around this, that if we build on what he calls these islands of competence we have much more success in terms of our long-term outcomes than we then just remediating deficits all day long. And so we really take these profiles and say to the family, listen, you’ve got an awesome kid. And here are all the things that are working and we’re going to build on those most of all. And then we’ve got these deficits over here and this one is causing the most damage to this child’s day and his functioning. We’re going to hit this first. Once we’re knocked that one down, we’re going to keep on going.

    And like an example could be if a kid’s aggressive. Let’s say he’s an aggressive kindergarten or first grader. Well, we’ve got to deal with that first. I’m not going to be able to work on your spelling when you’re aggressive, right? We’re going to get that out of there first.

    And so really helping [00:51:00] these families understand what is it that I need. And for that clinicians listening, one of the things that we really want to do is go really beyond an after-the-assessment. So a lot of times families will come to us that have a good assessment already completed, and we take that and can use that to guide these roadmaps and to help these families ongoing.

    And one of the ways that we do that for example, is in the schools. Both Anna and I are trained as school psychologists as well. So we’ll take some data that we get from an excellent assessment from one of our colleagues in the community and say, okay, based on this, here’s what the school could be doing and we’ll help you get that started whether it’s on a five Oh four and IEP or just interventions, right? So those are some ways that really extending this beyond just the assessment and into how do we help them help their kids.

    Dr. Sharp: Right.

    Dr. Anna: Another piece of school partnerships. So we are piloting the tool [00:52:00] with school teams and a number of districts now. And a neat thing about that has been a school psychologist telling us they’re able to have the key teachers use CADE, the parents have CADE, their team and they’re looking at it as, from an eligibility standpoint, but they’re really able to guide a family and even particularly young children to say, Oh, well, these are some of the symptoms that could mean autism.

    And then they’ve come back and told us well, now some of these families are out there seeking that evaluation. So even with the children, with the IFPs and just moving into IP. So again, just catching those families and the school team can use this tool to say, well, yeah, we are noticing these challenges in this child. He doesn’t have a lot of social presence and they’re not using language yet. And so instead of those families waiting, they are realizing we can take this profile from CADE the school has given me. This is not a diagnosis, but this is an educational piece. And then that’s going to help me find the services I need. So [00:53:00] that’s been a neat too. We’ve got some nice feedback for that use case.

    Dr. Sharp:  Yeah. It’s got me thinking. So, you’ll see this as something that would be used outside of a formal evaluation for even in a therapeutic context, if someone wanted to get more information or more insight into a kid they’re working with or an adult they’re working with, something like that.

    Dr. Anna: We find it really useful in that way. And so yeah, Marcy is building these coaching packages and definitely is using CADE there. And I think some of the clinicians that we’re working with have worked in a psych slash ABA practice. And so looking at how CADE can guide the creation of some of those initial ABA goals.

    And one of the things we’re looking at with Children’s Hospital and enrich with J of ACTA as RPI is looking at how Raider agreement overtime shifts when you’re using CADE to take these measurements and you’ve got your [00:54:00] speech pathologist, your OT,  your BCBI, your ABA therapist and the families and using CADE to guide those interventions and, and take some benchmarks across time to look at that. So that’s something neat that we have going on that we’re excited to get data from. 

    Dr. Sharp: Yeah, that’s funny. The business part of my mind was like, Ooh, maybe you could license this to ABA clinics or something, these other places that do this kind of ongoing… that’s great to hear that you’re moving in a direction like them.

    Yeah. So a funny question or maybe difficult question, but I think hopefully helpful for folks who are listening is, at this point in the process, what would you say are the gaps in the measure or the areas that you’re trying to improve, or shortcomings feel like a harsh word, but I’m sure people are like, okay, what’s the deal with this?

    Dr. Anna: We ask ourselves sometimes. We want to make the best thing possible. And like Marcy said before, we work in these iterations [00:55:00] and it’s not going to be perfect. We’re going to make improvements. But one that we have been talking about recently is these AI implications, right? One example would be so in working with some psychologists in incentive-based programs where perhaps kids have a lot of these symptoms,  right?

    So CADE is coming out a 60 of 80 of these symptoms are present for this child and the clinicians are coming to me and saying, “What do I target first?”And so we’re pulling up the socializing profile and I’m looking at it and saying, okay, well, we’re not going to be working on perspective taking until we work on social presence and we work on some cooperative play and we’re addressing some of the repetitive languages.

    So we are breaking it down and saying, here’s the way you should address this. Start here, move to this next. And we would love to build that machine learning and we know we can do it. Our tech team has said we can do it, but just to build that into the tool so that it can be even more and more specialized in creating here is this treatment plan, here’s this next step process. So even a [00:56:00] family could jump into the tool and know what should we be addressing first or a school team could, or a clinician could. So we would love to build more AI implications into the tool where I can do more without automatic machine learning.

    Dr. Sharp: That’s super exciting.

    Dr. Marcy:  Yeah. I wanted to add that we have some neat connections in the AI community in terms of the knowledge we need. We have an embarrassment of riches in terms of people that have a lot of experience with that. One of the potentially really cool things is we developed that framework that everything is built on. And there’s a lot of symptoms and hundreds of articles in there. And what we wanted to do was use natural language processing for people to be able to essentially ask their phone these questions and get back some really nice immediate feedback on really some of the things that we as clinicians [00:57:00] think of as basic that we take for granted that people know that they can ask pretty quickly and answer pretty quickly.

    So some really neat potential implications there with interactive journals that families could do where they can put in my child did this and get something back pretty immediately in terms of support and response. The really cool piece of this is that being cloud-based, we’re hosted on Amazon web services and we have access to a lot of great engineers. We can take this and make it more and more accessible for families and more and more easy to use for the clinicians.

    Dr. Anna: Potentially for other medical providers too if you think about different settings like emergency room settings. We’re very interested in that broader medical community. And obviously, we know in all of our work with pediatricians that they don’t always get the low down on autism. They don’t always have all of this knowledge [00:58:00] base. That’s not a huge part of their training. So there are other times other ways where autism intersects and other things too, but where we could provide information and quickly put things at a clinician’s fingertips too if they were in a different part of the medical field.

    Dr. Sharp: Yeah. I love this. You all are speaking my language. This intersection of assessment and technology and AI. I’m just fascinated with all. I don’t know anything about it really, except enough to just be curious. But yeah, it’s awesome to know that y’all are pushing into that frontier and trying to come up with some cool solutions to help families.

    So, are there any other future directions or just exciting things on your radar that would be fun for people to know about with the tool or otherwise?

    Dr. Anna:  One thing just for clinicians, we do have a subscription model. Clinicians can subscribe to use the tool. We are rolling out a paper use model. We’ve talked to clinicians who do a variety of things in [00:59:00] their practice. And they’re saying, oh, I don’t have a subscription. I’m not going to use this five times a month, but I’d love to be able to pull it out and use it here and there as assessments come up. So we are working on rolling out a model that clinicians can go in and use CADE one-off and that kind of thing. So we’re doing that. Let’s see, what else, Marcy?

    Dr. Marcy: I would say we’ve also had some just neat recent happenings. One of them is we won at start-up of the year in the healthcare category for… they have  a People’s Choice Award. And so we just earned that. We’re really excited and able to get our information out there to more and more potential partners. And through that event and others that we’ve been involved in, we are meeting with a lot of potential corporate partners who would be interested in piloting the tool. A lot of them have innovation arms where they want to take this [01:00:00] information and say, how do we apply it to really help our patients or our clinicians and researchers streamline their work?

    And so a lot of just exciting things coming off the press as we speak, in terms of potential large partnerships with large healthcare organizations. I mean these integrated delivery network that exists out there are really growing in the healthcare world. And we think this is a great place for this because it’s a collaborative tool. So the different clinicians with different expertise and the parents at home and the people in the community can all collaborate through the use of this tool. So those are some neat things that are just coming out of our camp really right as we speak.

    Dr. Sharp: Oh, that’s so exciting. And congratulations, by the way, that’s a big deal. You got to be thrilled.

    Dr. Marcy: Yeah. We are really excited about all this stuff that’s happening. We were just talking about how it’s been a rough year for everyone in a lot of ways. And we are not excepted [01:01:00] from that. However, our business has been fantastic. One of the reasons is because we were in remote assessment already. We already knew that virtual was going to be a huge important access thing for families. We had no idea COVID was coming, but we knew that virtual was going to be important especially for like rural areas. And for this access issue, we thought if we can do this virtually, we could do it so much faster. We could get these families through versus going, okay, so when’s the next time in our schedule that we have six hours where we can have this family come in. So we can really get families in. We knew that would happen. But then COVID comes along and it’s like wait, this is one of the only ways that we can help families.

    And so clinicians started showing up and saying, “Hey, you told us about that thing and we said like, we’re just going to stick with what we’re doing, now we need to know what you’re doing.”

    [01:02:00] Dr. Anna: That’s amazing to connect in the field. And like we said, in the beginning, just making those connections so powerful. And I think COVID has allowed us to have conversations with clinicians and teams all over the country. And I don’t know, it’s just been really neat to have those connections and see how they are doing things and for us to be able to offer supports. That’s been super just super cool during such a hard time. Just those connections are so valued. It’s just so nice.

    Dr. Marcy: And speaking of which I wanted to throw out there to the listening audience that one of the things we started doing during COVID and we’re continuing to offer through COVID is that clinicians who sign on to use CADE have access to a clinical consult with us to walk through their first one or two cases just getting comfortable with the tool and during COVID, they can ping us as often as they want with questions. And what’s really nice about that is this is really neat peer to peer collaboration [01:03:00] which we all wanted to do when we were in grad school, this idea of what we were going to have this network of people were going to bounce things off of and consults on. And it’s hard, right?

    It’s hard to get those connections outside of any practice you’re working in. And we’ve really launched that. And the clinicians it’s been just a pleasure to hear the way people are assessing and what are they using and what do they do if the parents and the clinician really aren’t seeing this child in the same way, how do you deal with that? And does that bear even on your diagnosis? And so really interesting. And a lot of us have all different kinds of models on how we’re assessing. And so it’s been really great. And we’re continuing to offer that to clinicians who want to use CADE.

    Dr. Sharp:  That’s fantastic. Yeah. So for folks who are interested and I would imagine there will be some folks who are interested, what’s the best way to find the tool, to find y’all. And I can link to all that in the show notes.

    Dr. Anna: Yeah, [01:04:00] fantastic. People can email me directly at anna@clearchildpsychology.com. They can visit our website clearchildpsychology.com and connect to resources there. So yeah, and we can point them in the direction that way from the website. They can just click to try CADE. They can do it that way, or they can reach out directly if they’d like to see a demo, get a little bit of information, and check it out before they jump in. We can definitely do that too. So yeah, we look forward to hearing from folks. And also referrals if you’re doing assessment and you’ve got families who could use some ongoing coaching and it’s not part of what you’re doing., we love doing that with families and really guiding them through those steps as well. So we’re around for that too.

    Dr. Marcy: Yeah. So just adding to that on the website, which is clearchildpsychology.com there’s a professionals page. And if you scroll down on the professionals’ page, there is a signup page. And [01:05:00] on there you can sign up for subscriptions or you can get a demo. So they can click to schedule a demo and a current link pops up in the zoom link and we can do that demo with clinicians. So that would be two ways they could access us. If the families want to come and reach out for coaching, they would go to our website again, clearchildpsychology.com and it would link them to a signup page as well for our discovery session.

    Dr. Sharp: Awesome. Yeah, I’ll make sure to put those links in the show notes so people can find those when they’re ready. So thank you all. This was great. An hour flew by.

    Dr. Anna:  Yeah. Thank you so much. It’s been a pleasure to talk to you. We really appreciate it.

    Dr. Sharp: Yeah. Well, it’s cool too just to dive in and hear a little bit more. I met y’all I guess two years ago, maybe more now at that workshop and I know you’ve been working so hard on this. Before that and since then, and it was [01:06:00] a pleasure to be able to hear more about it and see what you’re up to. So, thanks.

    Dr. Marcy: We really appreciate this opportunity to talk to you more and we appreciate also your scholarly collaboration over the last couple of years has been great that you’ve stuck with us and supported us along the way.

    Dr. Sharp: Well, as Coloradoans has had to stick together. We’ve got to support each other. And it’s a cool thing. It’s really cool and really exciting. I want to make sure that’s clear. It’s no pun intended. It is a pretty awesome thing you all are doing. So thanks for letting me be a part of it.

    Okay, y’all thank you for listening to this episode with Anna and Marcy about the CADE assessment tool for autism. A lot of resources in the show notes. If you want to learn more certainly about the research or their approach or their framework, I would invite you to go check that out. You can also get in touch with them. Like I said, in the beginning, if you’re [01:07:00] interested in partnering in any sort of research venture, I know that they are super interested in that.

    Like I mentioned as well if you are in need of a support and accountability group to help you reach those goals in your practice that may have been challenging to reach so far, I would invite you to check out the Advanced Practice Mastermind Group. So the current group that’s in progress right now is just knocking it out of the park, holding each other accountable, setting goals, supporting one another. It’s amazing to watch. So we have a new section starting on January 7th.

    As of this recording, like I said, there’s one spot left. So you can find out more at testingpsychologists.com/advanced and schedule a pre-group call to see if it’s a good fit.

    All right. So we are winding down 2020. I think the next episode in the queue is going to be our [01:08:00] best of, so stay tuned for that. I think it’s going to air on new year’s Eve, the last day of the year. Top five podcasts of the year and we’ll go into detail about those and what made them so great. And look forward to 2021. So thanks for tuning in as always and 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. [01:09:00] 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!

  • 171. The CADE Autism Assessment Tool w/ Dr. Anna Kroncke and Dr. Marcy Willard

    171. The CADE Autism Assessment Tool w/ Dr. Anna Kroncke and Dr. Marcy Willard

    Would you rather read the transcript? Click here.

    I had the good fortune of meeting Dr. Anna Kroncke and Dr. Marcy Willard a couple of years ago when they put on a training for autism assessment. At the training, they mentioned that they were working on some technology to help with assessment. Any of you long time podcast listeners know that I LOVE technology…so I was instantly interested and probably scared them with my enthusiasm. Fast forward two years, and their assessment tool is the real deal. If you’re interested in a different way to assess ASD symptoms that focuses heavily on “real life” usability, you’ll want to catch this one. Here are just a few things we cover in the discussion:

    • The origin of their company and the software
    • Research on the assessment tool
    • How CADE is different than other tools out there
    • Remote assessment of ASD
    • Future directions for the software

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for the next few months 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. Anna Kroncke

    Dr. Kroncke is a Licensed Psychologist, Nationally Certified School Psychologist, and lead author on an autism assessment textbook. She is passionate about meeting the needs of families in assessment practices. She was a graduate Presidential Fellow at the University of Georgia where she earned her MA and PhD. She has experience as a school psychologist, working in urban school districts, providing assessment services. She has worked as a psychologist in clinical practice for 10 years. She has extensive experience conducting comprehensive psychological evaluations, training clinicians, and consulting with families, community providers and schools. She has trained graduate students in comprehensive assessment across her career. She has expertise in autism, anxiety, depression, and assessment tools and practices. Dr. Kroncke worked with Dr. Willard to develop the CLEAPE framework for families and CADE assessment tool. She is the Co-founder of Clear Child Psychology. Outside of the practice, Dr. Kroncke enjoys time with her husband, son and three dogs.

    About Dr. Marcy Willard

    Dr. Willard is a tech entrepreneur, licensed psychologist, nationally certified school psychologist, and published author. She is passionate about helping children and families navigate their challenges and thrive. Dr. Willard has experience as a Psychologist, conducting diagnostic assessments at local clinics and as a Fellow at JFK Partners in partnership with the Children’s Hospital. She has a bachelor’s degree from University of Colorado Boulder, a Master’s Degree in psychology from Pepperdine, and a Ph.D. in Child, Family, and School Psychology from the University of Denver. With this venture, Marcy inspires to partner with and guide parents who have concerns about their child’s development or mental health by providing a customized roadmap in supporting their unique child.  She believes that no family should suffer or child’s potential wasted, when there are so many resources that can genuinely help. Before founding Clear Child Psychology, she worked as a School Psychologist for several years, providing training, assessment, and consultation. She has trained other psychologists in Autism Assessment using both a clinical diagnostic model and a school identification model. She lives in Colorado with her husband, two boys and her dog that looks remarkably like an ewok.

    About Dr. Jeremy Sharp

    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 nine 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!

    [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]

  • 170. EHR’s for Testing Psychologists: SimplePractice (Basics)

    170. EHR’s for Testing Psychologists: SimplePractice (Basics)

    Would you rather read the transcript? Click here.

    Hey everyone! Given all the questions about EHR’s (electronic health records) in the Facebook Community and among my coaching clients, I wanted to take a few episodes to dive in to some of the major players in the EHR space. Each of these reviews will focus primarily on the testing-specific aspects of each EHR, though I’ll also do an overview of non-testing features that are important. 

    For the FULL review experience, check out the accompanying video on the Testing Psychologist YouTube channel. Enjoy!

    SimplePractice is the star EHR for today. Here’s how the review broke down:

    Pros:

    • Aesthetically pleasing
    • Some relevant assessment questionnaires are baked right in
    • The client portal is easy to navigate and comprehensive
    • Telehealth offered as part of the Professional plan
    • You can create customized note templates for testing appointments

    Cons:

    • Navigation didn’t flow as smoothly as I would have liked
    • Hard to figure out how to specify add-on codes and units
    • You have to create your own testing note templates for appointment documentation

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for the next few months 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. 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 nine 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!

    [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]

  • 170 Transcript

    [00:00:00] Dr. Jeremy 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.

    This episode is brought to you by PAR. PAR offers the RIAS-2 and RIST-2 remote to remotely access or screen clients for intelligence, and in-person e-stimulus books for these 2 tests for in-person administration. Learn more at parinc.com.

    Welcome back y’all to another episode of The Testing Psychologist. This is episode number two in the EHR review series. If you didn’t catch the first one, I reviewed TherapyNotes last week. This week, I am reviewing SimplePractice. And if you missed the introduction, this series is aimed at reviewing different electronic health records through the lens of a testing psychologist specifically. So, I do look at basic functions like pricing, and free trials, and inputting clients, and things like that. But then try to dive into a little bit more nuanced look at what we specifically do as testing psychologists. So, scheduling testing appointments, writing testing notes, billing insurance for testing, and so forth.

    So before we get to the episode, I want to invite any of you who might be interested in a mastermind group to check out the advanced practice mastermind starting on January 7th and we have one spot left as of this recording. [00:01:43] So January 7th. This is a  group for advanced practice owners; those who are beyond the beginning stages where you’ve kind of figured out how to do private practice, it’s profitable, and things are going well but maybe you’re just a little overwhelmed, you’re trading too much time for money, you want to figure out how to streamline things, hire either clinicians or admin staff, maybe you have big dreams for your practice but aren’t quite sure how to put those into play. So this is an accountability group that will help you set and reach those goals over the course of the five months that we’ll be together. If that sounds interesting, you can go to the testing psychologist.com/advanced and check it out.

    All right, let’s jump to my review of SimplePractice. And I will remind everyone that there are youtube videos that accompany each of these reviews. So I’ll do a little overview here and hit the high points, but the more nuanced views really come through on the YouTube video- this one, in particular, is about 40 minutes long. So there is a lot to look at in that video. So I want to invite you to check that out in the show notes and take a little bit of a deeper dive into SimplePractice. Without further ado, here is my review.

    [00:03:25] Okay, everyone. Welcome back to the EHR review for SimplePractice.

    All right. So, like I said at the beginning, I am really trying to cover some of the core functions that are important for testing psychologists in these reviews. It’s not meant to be a comprehensive review by any means or a long-term use review, but I do want to hit some of the high points. So, let’s just jump right into it. So SimplePractice is one of the long-standing EHRs. They’ve been around for many, many years.  I think they’re one of the original web-based EHRs that came out for mental health folks. They have a pretty clear, obvious presence in the mental health world but maybe some of you haven’t heard of them and that’s totally fine. But suffice it to say SimplePractice has been around for quite a while and they know what they’re doing. It’s an EHR built for the helping professions.

    So that is one thing I will highlight just right off the bat is that SimplePractice, unlike some of the others I will review, is built for not only mental health folks but also allied helping professionals. So if there are any of you out there, speech therapists, occupational therapists, chiropractors. They have a dropdown menu of really 10 or 12 different allied health professions that could work with SimplePractice. So just know that. That said, the codes that are preloaded in the system are for mental health. I  don’t know if those change depending on the health profession you choose, but that’s something to keep in mind.

    Now, SimplePractice is priced pretty competitively with the others. They have kind of a lower like entry tier that’s $39 a month. And then for $59 a month, you get to upgrade to a number of things like, custom templates and notes which I think are necessary for testing folks, they do some website, building, telehealth is included in that, treatment planners- so they partnered with Wiley to offer treatment planners. If you do therapy, that might be useful. But I think it’s worth it to upgrade to the $59 a month. So let’s jump in. They do offer… sorry, I’ll go back. [00:06:02] They do offer a free trial as well that does not require a credit card, which is nice.

    Okay. So let’s just talk about some of the pros of SimplePractice. As I discussed in my review of TherapyNotes, I like the look of SimplePractice. The colors are pleasing, It’s got a nice kind of vibe going on. I don’t… Well, I’ll hold off on the cons. Suffice it to say I liked the colors and the design is relatively simple. I really like how the calendar looks., I like that, the colors are different for the different appointments which is a little thing that goes a long way.  Let’s see, and the color palette, in general, is nice and it doesn’t hurt your eyes. So for me as a person, again, who’s kind of aesthetically natured, that was something cool right off the bat. Also right off the bat, when you log in, you’ll notice  SimplePractice walks you through a number of getting oriented steps. They have videos that you can watch. And then they have a checklist that is always accessible over on a sidebar. So, when you log in, I think it’s pretty user-friendly in terms of how to set up your practice and they have a number of resources and videos that will help you do that.

    [00:07:33] Okay, another pro is that they have some relevant assessment questionnaires that are baked right into the system, by which I mean, they’ve preloaded the system with largely behavioral questionnaires like the PHQ 9, I think there’s a trauma questionnaire, I think that there’s the adult ADHD rating scale- I guess that one is called the ASRS adult scale. Anyway, I think you know what I’m talking about. It’s the free adult ADHD rating scale. It’s already built-in there. And when I say baked right in, I mean that you can send those questionnaires through the client portal and get the results back just like that. So they have developed an electronic version so you don’t have to do that via paper, which is nice. They have a number of other questionnaires that they have baked in as well. Some may be more relevant than others, but they do have a nice library of questionnaires that you can administer through their portal.

    Speaking to the portal, it is easy to navigate and relatively comprehensive. So SimplePractice has gotten pretty good general reviews about their client portal.  So it can intake paperwork, clients can fill out that paperwork, it shows up like a fillable form, which is nice. They can type right in and then it sends it straight back to you. So the client portal pretty easy to navigate. It prompts you to sign clients up for the portal right when you input their information. So it’s built into the workflow when you enter a new client that you can send them an invitation email to the portal just right off the bat and they write that email for you and all you really have to do is choose what questionnaires to send and hit send. So that’s really nice. I know a lot of you value a client portal if you’re trying to go paperless.

    Tele-health is offered as part of the professional plan like I mentioned. So if you’re doing telehealth, that could be helpful. I did not test out the telehealth platform to see how it might fit for remote assessment. So keep that in mind, but it is offered as part of the professional plan.

    Now, in terms of testing specific positives, SimplePractice does give you the option of creating customized note templates for your testing appointments.

    [00:10:13] Now this is as you’ll see, kind of a double-edged sword. The upside, of course, is that you can create customized note templates and make them look however you want to. So you can really dive in and customize those note templates. So that’s a plus I think. If you are someone who likes to have complete control over what your note templates look like, that would be a great option for you. So, those are just a few pros that I enjoyed with SimplePractice in my introductory experience with it.

    Let’s take a quick break to hear from our featured partner. PAR has developed new tools to assist clinicians during the current pandemic. the RIAS -2 and the RIST-2  are trusted gold standard tests of intelligence and its major components. For clinicians using tele-assessment, which is a lot of us right now, PAR now offers the RIAS-2 Remote, allowing you to remotely assess clients for intelligence, and the RIST-2 remote which lets you screen clients remotely for general intelligence. For those assessing clients in office settings, PAR has developed in-person e-stimulus books for both the RIAS-2 and the  RIST-2. These are electronic versions of the original paper stim books. They’re an equivalent convenient and more hygienic alternative When administering these tests in person. Learn more at parinc.com/RIAS-2 _ remote. 

    [00:11:49] All right, let’s get back to the podcast. Now let’s transition to things that were not so awesome about SimplePractice.

    The first thing is that I didn’t love the flow of navigation of SimplePractice by which I mean, it is aesthetically pleasing, it looks nice, but the way that they have the menus laid out and the way that you get to certain options was not crystal clear. It wasn’t as clear as I would like it to be. So the menus kind of move around depending or hide themselves depending on what screen you’re on, the main navigation is over on the left, the font isn’t quite as big as I would like it to be, and then once you’re in the client window or the client area, the navigation again, the font is a little small and the links, it just didn’t flow quite as smoothly as I would have liked it to. I’m sure you can get used to that over time. And that’s just a nice asterisk with any of these EHR reviews. I’m sure that there are plenty of you out there who use the EHR who are saying Jeremy, no, this is so easy. You just didn’t do it the right way, and that’s totally okay. I’m glad that the EHR has gotten better the more you use them. This is just meant to be kind of an initial impression of the EHR. So, like I said, navigation did not flow as smoothly as I would have liked.

    Another thing specific to testing is that it was hard for me to figure out how to specify add-on codes and units and just billing for add-on codes, in general, was challenging. It wasn’t clearly linked to the place where you create service codes. You had to go to another area in the software to specify how to bill for units. I just didn’t like that those two were separated. So, that was challenging for me right off the bat.

    [00:13:59] Another thing that like I said earlier, could be, it’s a plus and a minus is that you do have to create your own template for testing notes. So, none of the baked-in templates that are already created really work for testing. So to write testing notes, at least in my experience you had to create your own. And I went through this process in the video. It was not immediately intuitive how I might create a testing note that has all the elements that I want. I think with some time you could certainly do it. And I know there are a lot of testing folks out there who use SimplePractice and have found a way to do this. So, as always, if you are that person and you know an easy way to do it, send me a message and we can chat about that. But for me, at least jumping into the software right off the bat, it wasn’t super easy as to how to create a testing note. I’d take that back. I mean, it’s easy to figure out how to create a custom note, but to make it look the way that I want it to look to capture all the information that I think is important on a testing note was a little more challenging. [00:15:18] So again, this is a great place where you could go to the video and see what I mean by this if you’re interested in seeing what that looks like.

    So those are just a few things that jumped out that weren’t quite as easy for me to figure out as I would have liked. I think like I said at the beginning, SimplePractice has a lot of positive positive qualities and they’ve been around for a long time.  I know that there are a lot of testing folks out there using SimplePractice, but I have also heard of some downsides as well there.  I’ve seen quite a few questions about how to bill through SimplePractice and things like that. So, pluses minuses with everything. But all in all, I could see myself using SimplePractice. It seems like the learning curve is a little bit higher with this than with some of the other EHRs that I’ve reviewed, but it is a solid platform and the pricing is competitive and they have a number of positive features that I think would be super helpful especially if you are doing therapy as well.

    [00:16:34] All right. Thank you for tuning in. I hope that you’re enjoying the EHR reviews so far. If you have any questions or comments, feel free to comment right on the blog post page here, or you can send me a message at jeremy@thetestingpsychologist.com, and we can have a discussion there as well. But I will be taking a break next week, I believe for the best of 2020 episode, and then after that, we’ll get right back to the EHR reviews. Like I said, I’ve got TherapyAppointment, TheraNest, Jane, and IntakeQ still on the list. So we’ve got a few weeks of EHR reviews to go and they will all have accompanying YouTube videos for you to check out when you get a minute.

    Like I said at the beginning, if you are interested in a mastermind group to help keep you accountable and reach some of those goals in your practice, I would love to talk with you via a pre-group phone call to see if The Testing Psychologist Advanced practice mastermind could be a good fit. [00:17:42] So this group is starting on January 7th. It’ll run every other week for 10 sessions for about five months. So there’ll be about five months. We’ll end in May. The past groups have just been incredible. The one that’s going right now for advanced practice owners is awesome. So if you want some other psychologists to keep you accountable and try to reach some of those goals in your practice, give me a shout to the testing psychologist.com/advanced.

    All right, everyone, enjoy the holiday season-whatever that might look like for you, and be sure to tune in next time for the… let’s see what’s coming on Monday, …we’re talking about The CADE Autism Assessment Tool with Dr. Anna Kroncke and Dr. Marcy Willard from clear child psychology. So tune in for that. And then the following week for the best of 2020 episode. In the meantime, take care y’all.

    [00:18:55]The information contained in this podcast and on The Testing Psychologists website are 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!

  • 169. Book Review: Overcoming Dyslexia, Second Edition by Dr. Sally Shaywitz

    169. Book Review: Overcoming Dyslexia, Second Edition by Dr. Sally Shaywitz

    Would you rather read the transcript? Click here.

    I’m trying out another format for the podcast today: a book review. A couple of months ago, I was excited to see that the second edition of Overcoming Dyslexia was released and decided to check it out. In this episode, I talk about the updates from the first edition and detail some of the important components, closing with my overall opinion.

    I’ve love to hear your thoughts on this book as well. Drop any comments below or email me at jeremy@thetestingpsychologist.com! 

    Cool Things Mentioned

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    I am honored to partner with PAR for the next few months 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. 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 nine 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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  • 169 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.

    This episode is brought to you by PAR.

    The Feifer Assessment of Writing examines why students may struggle with writing. The FAW and the FAW screening form are available on PARiConnect- PAR’s online assessment platform. Learn more at parinc.com\faw.

    Okay, y’all, welcome back. Hope everybody’s doing all right.

    I’m back here with another experimental podcast format for you. Today, I’m going to be doing a book review of Overcoming Dyslexia, the 2nd edition. I was pretty excited to find that the 2nd edition had been released. I’ve had the 1st edition on my shelf for many years [00:01:00] and saw during a feedback session, actually, when I was checking on resources that the 2nd edition was out. So, I’m going to try a book review and see how this goes.

    As usual with any of these new formats from the past few months, we’d love to hear any feedback about the episode and whether it works for you or not. It’s all an experiment.

    So, without further ado, let me jump into my review of Overcoming Dyslexia, 2nd edition by Dr. Sally Shaywitz.

    All right. So, just getting started with this book review. I will say overall that I had a really positive impression of the book. But I would like to dig [00:02:00] into some of the details, of course, and give you all an idea of what you can expect with this book, and whether you might want to look into it yourself.

    I want to start just with the updates here in the 2nd edition compared to the 1st edition. There is a fair amount of material that is similar, of course, but there are a good number of updates that I think make it worth it, at least for me, to purchase this book.

    The 1st edition was published many years ago. And there have been some important advances in research and really in the legal realm around protection for individuals with disabilities. So, even for those two components in and of themselves, I think it’s worth it. But here are some of the other updates that come along with this 2nd edition.

    So, Dr. Shaywitz updates [00:03:00] the status of the research on the diagnosis and treatment of dyslexia. There is a new chapter on the overlap with ADHD, and anxiety, and dyslexia. I’ll talk a little bit more about that in the review. She does include a good bit of info on how to choose a school and specifically dives into particular private schools that can be helpful for individuals with dyslexia. There is a lot of information on post-secondary education and how dyslexia comes into play there. So if you work with college students or adults, I think there’s a good bit of information that’s new in this edition.

    Something that I really enjoyed is that she has a chapter on digital resources and technology. Some apps and [00:04:00] accommodations in the tech realm that can help folks with dyslexia. So that was cool.

    And then the last big update in my mind was the inclusion of all the legal information. So, this ends up being one of the lengthier chapters and I think it is helpful. It was helpful to me and certainly, it would be helpful for those trying to advocate for folks with dyslexia particularly through the IEP process and trying to get accommodations on standardized tests.

    So those are the major updates in this edition.

    If you didn’t read the first edition, I can give a little bit of a summary that will capture a lot of the content in this book. And I don’t mean to misspeak. I mean, there is additional content in this book, but I think the [00:05:00] structure is generally similar to the 1st edition. Either way, here’s just a little overview of the book and what you can expect.

    So the first section, Dr. Shaywitz starts with a fairly lengthy amount of content around the history and definition of dyslexia. This is pretty familiar for those of you that read the first edition. She traces it all the way back to the origins and how it came to be, diagnostic status, how we define it, that sort of thing. So, this is helpful. It’s good background information.

    She then goes into a section on recognizing and diagnosing dyslexia. This is also a pretty comprehensive section and it dives into specific things to look at, at different points in the lifespan. [00:06:00] It gets very detailed, very granular. I found it helpful as well.

    For a clinician who has been assessing dyslexia for a number of years, it might seem fairly basic. But she does include some info on neuroimaging and things like that. It is interesting if maybe not completely fresh for those of us who’ve been doing this for a while.

    The next section really goes into intervention and support across the lifespan. So, she really dives in, and I’ll talk about this in just a minute as well, but it gives a lot of specific information on intervention and particularly how parents can help their kids who are struggling with reading. Like I said earlier, it also spans post-secondary intervention and support, which was a nice [00:07:00] addition.

    And then the last section to me was a little bit of a hodgepodge. That’s where she has chapters on anxiety, ADHD, and dyslexia. That’s where the technology chapter is, specific accommodations, the legal implications, rights, and protections for individuals with dyslexia. And she also has a chapter, which I thought was cool on examples of successful or famous individuals with dyslexia.

    That’s just a short summary of what you’re going to get into here. You can find the table of contents on the preview on Amazon. And so you can dig into that a little more deeply if you’d like. But I really want to spend the bulk of this episode, which will admittedly be a relatively short episode, focused on the pros and cons of [00:08:00] this book as far as I could tell.

    Now, generally speaking, I think it was worth it. So, at whatever it is, $15 for the paperback version, definitely worth it.

    It probably took me, I’d say 4 to 5 hours to read. I found that I was able to skim quite a bit. There was a fair amount of repetition from the first edition. But the way the book is organized, and the way the typeface is set up, and the font, and the breaks and the text, and so forth, it was easy to find the headings and the important components. But I did find myself often skipping the stories. So, there are a number of stories, which I think parents and individuals with dyslexia would probably find helpful. But all in all, I think the book was worth it.  That’s my overall recommendation.

    But let’s [00:09:00] dive in a little more specifically to pros and cons, things that worked things, that didn’t work. And these are chronological. So I’ll go through the pros throughout the book as they occurred. And then I’ll go through the cons throughout the book as well.

    So, the first thing that I noticed right off the bat when I was reading this book was that she has several sections that she labels with an uppercase caution and creates a little inset to call attention to content that might be questionable. So, this might be research that’s not well validated, it might be a specific piece of advice that she wants you to pay attention to. I like those little visual cues. So jumped out right away as a nice component, just to the way the book was laid out.

    Early on, she repeats in several places, the [00:10:00] clues or signs of dyslexia at different ages and developmental stages. It’s clear that she rightfully so has a big belief in identifying dyslexia early on. So, she repeats that information at many points at the beginning of the book so that, again, I think parents, educators, and those kinds of folks would be able to pick up on what they’re looking for and signs that something might be awry. I found this helpful from a clinician standpoint as well. It is familiar from the first 1st edition, but it was helpful.

    One thing about this book, just a thread that ran throughout is that this is a very strengths-based book. I really enjoyed that. It encourages parents and others to be mindful of their kids’ strengths in addition to their challenges. And again, that runs throughout from the very beginning all the way to the end. She closes with a chapter of successful or famous individuals [00:11:00] with dyslexia.

    From a clinician standpoint, I thought it was nice that Dr. Shaywitz really emphasized the need for a comprehensive evaluation for dyslexia and specifically says that you can’t just diagnose it based on one score. So that was a nice piece of validation for those of us who do testing for dyslexia.

    In the midsection, she gives up a very thorough walkthrough of exercises for parents who want to take the DIY approach to reading intervention at home. She spends a lot of time on how exactly to help kids who are struggling at different points of their journey. So different developmental stages, different skills they might be working on. She spends a lot of time.

    So, the midsection of this book is really all about intervention. And the [00:12:00] subtext, I think, is that parents and caregivers of kids with dyslexia should hope for the best but plan for the worst as far as school, picking up the responsibility for intervention. And so she really gives a ton of information for parents who want to take the DIY approach.

    Speaking of intervention, she does give specific information on the duration and frequency of intervention necessary for kids with dyslexia. I thought that was cool.

    There’s a really nice section on explaining dyslexia to the child with several bullet points and how to discuss them. Again, very strengths-based.

    In the picking a school chapter, she includes a list of specialized schools for kids with dyslexia. I know this list exists out there on the internet, [00:13:00] but it was nice to see it compiled all in one place. And I was surprised that there are a number of schools. There are way more than I knew of. I just have kind of the top 3 or 4 that I think about in terms of schools specific for kids with learning disorders, but there’s a nice list. And she made sure to include that.

    I really enjoyed the emphasis on post-secondary education as well. So as part of that chapter or chapters, there are a few things that jumped out. She provides a checklist for the accommodations that a college student is receiving and how to track implementation or follow through on those accommodations. That was cool.

    She gave ideas on the ideal class schedule and specific recommendations for how many classes to take in college. She made some commentary on how to access the disability office. And [00:14:00] for those of you who maybe work in disability offices or know folks that do, I think you’ll really appreciate it. She really showcases the disability offices at different colleges as kind of the linchpin in helping post-secondary individuals get their accommodations.

    And lastly, she provided some sample accommodations for college and what they actually look like in practice, which again, I think is nice for those readers who have dyslexia or trying to help someone who does.

    Let’s see. A few more.

    She has a decent adult education section. It was interesting to me just because I don’t do a ton of adult evaluation anymore. But she had a nice adult education section with specific programs to pursue and steps to take. She provides some commentary on the tiers [00:15:00] of passing the GED, which I admittedly did not know about. There are different tiers of passing, not just a pass-fail.

    She talks about how to prepare to take the GED, which again, something I did not know is written at a 10th-grade reading level. So, she really talks through how to navigate that for individuals who maybe aren’t reading at a 10th-grade level. That was nice to read.

    The section on technology, for me, I liked that it was included. This is a mixed bag. I didn’t put it as a con, but it is a mixed bag. I’m glad that it’s there, but I kind of hoped for a bit more in this section. I do love technology though, and I was hoping for maybe some fresh ideas on apps that could work well. What I got was maybe validation that the apps and technology that I’ve been recommending [00:16:00] are good, but I was hoping for some fresher ideas. But it is nice to include that information in the book.

    She does have a relatively lengthy chapter on the legal system and rights of individuals with disabilities, the history thereof, the recent developments. She goes into the story of, I think it was the LSAT or the LSATs parent company and how they got into a good bit of legal trouble denying accommodations to individuals with learning disorders or dyslexia. So, I thought that was enjoyable if for nothing else, then for the history. But it is, again a nice chapter for those who advocate for individuals with dyslexia.

    And then lastly, the thing I want to highlight just to close the pros is, she has some nice appendices and a nice notes section [00:17:00] with specific resources like children’s books that are particularly good for learning reading skills. That’s just one example. And she provides a lot of citations and footnotes in the appendices and notes section about the text and where she got the information and goes the extra mile to explain a lot of the statements in the book.

    All in all, there’s a lot to take away from this book.

    Let’s take a quick break to hear from our featured partner.

    The Feifer Assessment of Writing or FAW is a comprehensive test of written expression that examines why students may struggle with writing. It joins the FAR and the FAM to complete the Feifer Family of diagnostic achievement test batteries all of which examine subtypes of learning disabilities using a brain-behavior perspective. The FAW can identify the possibility of dysgraphia as well as the specific subtype. Also available is the [00:18:00] FAW screening form which can be completed in 20 minutes or less.

    Both the FAW and the FAW screening forms are available on PARiConnect- PAR’s online assessment platform, allowing you to get results even faster. Learn more at parinc.com\faw.

    All right, let’s get back to the podcast.

    I’ll talk through some of the cons and things I did not love. And again, this was just in chronological order. Take it for what you will. And just keep in mind, I was reading this through the eyes of a clinician primarily. Neither of my kids has dyslexia as far as I can tell. And I don’t myself. So this is just through the clinical lens.

    One thing that jumped out, I wished that there were end of chapter summaries. I’ve seen many books that do that. And at least for me, that’s helpful to highlight the main points at the end of a chapter.

    [00:19:00] I saw the inclusion of the historical and scientific data including the imaging, like neuroimaging as maybe not unhelpful, but I don’t know who that’s for. I don’t know if parents really care about that stuff or individuals with dyslexia really care about that. Maybe they do. But just for me, the historical and scientific data was a little heavy. I really wanted to just dig into the identification and intervention- the more practical pieces.

    There was really no mention of the relationship between the DSM-5 criteria for a learning disorder and a dyslexia diagnosis. They’re related. I mean, there are kind of… she made fairly vague statements as far as the discrepancy model versus patterns of [00:20:00] strengths and weaknesses and just how we diagnose learning disorders. 

    Bless her heart and everyone’s heart who’s trying to sort through this. It’s a murky area. So, I can understand not wanting to wade into that. But again, as a clinician, I was hoping for a little bit more on that.

    There was a statement related to assessment that caught my eye.  And I wrote it down here just as a quote. It says, “You do not need to be the person who administers each test in order to be the one to make a diagnosis of dyslexia.”

    Now, while that’s literally true, I think I took a little bit of issue with that. And there wasn’t a whole lot of explanation around what exactly she meant. I took it to mean that someone could maybe look at already existing test data and make a diagnosis. And that’s tough. [00:21:00] I don’t know that I completely agree with that. I think meeting the child and administering the tests is important.

    Let’s see, I had some questions just about the… or not question, maybe comment about the chapter on overlap with mental health disorders. I mean, better something than nothing, certainly. But the chapter on the overlap of anxiety and ADHD, I think left a lot to be desired. There could have been a lot more exploration there. The chapter to me felt primarily focused on medication treatment of anxiety and ADHD. There wasn’t a whole lot else to be said there. So I think that’s an area that could be fleshed out a little bit more.

    Let’s see. At times she veers [00:22:00] into a little bit of executive functioning coaching-type material.

    She does justify by saying that those skills are important in time management. And time management is a big factor involved in reading and dyslexia. But again, to me, I wanted a little bit more or I wanted it to just be cut out completely. It felt like kind of a cursory examination of executive functioning coaching and executive functioning strategies without going into a ton of detail about how to implement those. So, that was one thing that I think could be edited.

    And let’s see. Just two more. Very specifically, there’s a point toward the end of the book where she says [00:23:00] that there’s no way to determine how much extra time is needed for an individual. And that it’s really just dependent on the person’s experience.

    For me, I think that is very literally true, but it didn’t give a lot of information for those of us who are actually trying to make specific recommendations that are bound by standardized test companies or other entities to make a specific recommendation about the amount of time that someone might need, the amount of extra time.

    And then the last thing that I might say just as a con is that there were many times throughout the book where I felt like it was a little salesy for The Shaywitz DyslexiaScreen™ which is, I think obviously an instrument that she developed. This is kind of a double-edged sword. Early intervention and early screening is certainly [00:24:00] very, very valuable and necessary. And she developed a measure that can do that. It popped up a lot. I’ll just say that. I’ll leave it at that, that it popped up a lot throughout the text as an option to conduct early screening with no other alternatives. So, for me, it was just something I noticed.

    I personally have not used her dyslexia screener. I would love to hear from anyone who does. So, I can’t comment one way or the other on quality. So just know that as well.

    Okay, so that is just like I said, a quick and kind of dirty summary of Overcoming Dyslexia 2nd edition. I did not mean for this to be an in-depth review, but hopefully, gives you enough to know if you would like [00:25:00] to get the book or not.

    Like I said, for me, it was definitely worth it to get the 2nd edition above and beyond the 1st edition. I think it’s helpful and just nice peace of mind-wise as well to know that we have the most updated research and legal information. And it is certainly updated with the technology and apps that are out there these days as well.

    So, all in all, I liked it. It’s easy to read. There are a lot of personal stories of individuals with dyslexia. Again, it is strengths-based, which I thought was pretty awesome. That definitely dovetails with the way that I approach assessment.

    So all in all, I like it. I think it’s a good update to the 1st edition. I would recommend that you get it if you do a fair amount of assessment, if for nothing else, then to be [00:26:00] fairly educated and to be able to give parents some specific recommendations for how to work with where work with their kids. There’s a lot to take away from this one.

    Now, as I said at the beginning, this is a new format for the podcast. If you enjoyed it, please let me know. If you didn’t enjoy it, please let me know at jeremy@thetestingpsychologist.com.

    I would like to do one book review per quarter. Honestly, it was really nice to sit down, read a book and compel myself to do that. I can get wrapped up in podcasts and other resources. So, to actually sit and read the book was nice. So, let me know how this format worked and if you’d like to see more, see something different in a book review, I’d like to keep experimenting with this.

    Now at the time of this release, I think [00:27:00] we have one spot left in the Advanced Practice Mastermind Group that will start on January 7th. So this is a group of accountability and support for advanced practice owners who are looking to streamline their processes, hire admin support, or clinical clinicians- that’s a thing, right? hire more clinicians in their practice, stop trading time for money, all those sorts of things.

    So, we have a great group assembled. We have one spot left. And again, that starts January the 7th. So you can go to thetestingpsychologists.com/advanced and get more information and sign up for a pre-group phone call to see if it’s a good fit.

    All right. I hope y’all are doing well, taking care, getting ready hopefully for some relaxation and downtime over the holidays, and of course, staying [00:28:00] healthy.

    All right. Until next time.

    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 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 [00:29:00] 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!

  • 168 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.

    This episode is brought to you by PAR. The BRIEF®2 ADHD form uses BRIEF®2 scores to predict the likelihood of ADHD. It’s available on PARiConnect. PAR’s online assessment platform. Learn more at parinc.com.

     All right, y’all welcome back. Glad to be back with you, of course. And I am excited to be talking about one of my favorite things today, which is EHR’s.

    Today is the kickoff episode in a 4-6 part series. I’m not quite sure yet how many I’m going to do, but at least four, no more than six episodes where I review different EHR [00:01:00] systems specifically looking through the lens of testing psychologists. I get tons of questions about EHR’s in my coaching and in the Facebook group. There are a lot of questions about which EHRs people use, how to use them, which ones are best, all those sorts of things.  I would like to dedicate a few weeks to diving into different EHRs and really show you what those might look like, and hopefully save you some time from doing all the free trials and having to take the time to do that yourself.

    Now, these are meant to be relatively basic overviews of the EHR’s. And the process that I go through is to really start at the beginning. So, I create a new account, sign up for the EHR, and then start the review upon moment one of logging in to the EHR. You might say to yourself, how [00:02:00] am I going to understand these reviews without being able to see them?

    And the answer to that is that there are accompanying YouTube videos for each of the EHR reviews that I’m going to do. And I have a link to those videos in the show notes for each episode. And I highly encourage you to go to the link and watch the video so that it can really come alive for you.

    In the podcast episode here, I’m really going to hit the high points and give you a relatively superficial overview with the assumption that if it sounds interesting to you, and you’re curious about that EHR, then you will go and watch the YouTube videos which end up being about 30 to 40 minutes long walkthrough.

    Let’s see. A number of basic tasks. Let’s talk about pricing, adding clients or creating clients, creating appointments, adding service [00:03:00] codes, and then really diving into testing specific things like how to create testing appointments- how easy is that? Inputting insurance information and billing insurance, creating service codes specific to testing, writing a testing note. All those things are pieces that I cover in these videos.

    With all that said, I want to introduce the star of our show today, TherapyNotes. Many of you know that I have worked with TherapyNotes for years, and I really love TherapyNotes. I am absolutely partial to TherapyNotes. So, I am doing this review first because I am most familiar with TherapyNotes. And I want to put it out there just as at least at this point, my favorite and let you all, of course, decide for yourselves. But TherapyNotes is what we’re going to be talking about today. There are, like I said, links to [00:04:00] the YouTube video review and a link to sign up for TherapyNotes in the show notes. 

    With all of that said, let’s get to my review of TherapyNotes as an EHR for testing psychologists.

    Okay. We are back in, ready to dive into TherapyNotes. Like I mentioned in the introduction, I’m going to be really just touching on different pros and cons from my review. The full review is in the YouTube video and goes into a lot more depth, but I want to hit the high points here.

    These review podcasts will be relatively short episodes and really meant to pique your interest and help you figure out [00:05:00] if you would like to look further into a trial and begin the EHR for yourself. 

    So, let’s start with the things that went pretty well. Actually, let me just do a general overview of TherapyNotes.

    TherapyNotes is an EHR. It has been around for a long time. I would consider it one of the OG  EHRs that are web-based. There are certainly EHR that are out there that were locked to a specific computer. They were not web-based in the past. But TherapyNotes was one of the first ones to take the platform to the web so that you could use it on any device. That sounds fairly commonplace right now, in this day and time, but when I started looking for EHRs, this was a big deal to find one that was web-based that I wouldn’t have to install on all of my devices and be locked to that device.

    TherapyNotes has been around for a [00:06:00] long time.  I think they’re going on at least 9 or 10 years now. And they have a pretty solid operation. Like I said, I have a good relationship with therapy notes and really appreciate their staff. So that’s of course, influencing my review. I do have an affiliate link with TherapyNotes as well. That’s the link in the show notes. So I want to disclose that. But hopefully, I’m being as transparent as possible. I do love TherapyNotes, but we’ll be, of course, reviewing all the options out there knowing that different EHRs are fit for different folks.

    Okay. All of that said, let’s jump into the things that I found went really well with TherapyNotes. When we consider an EHR, I think there are a few things that are just basic that you’re going to be able to count on. An EHR should have a calendaring system to keep [00:07:00] your appointments, it should do billing for you so you can either submit insurance claims or just collect payments, it should have some system to remind you to write your notes so a to-do list of sorts. Any EHR you find is going to have those basic features.

    I want to dive into some of the things that go beyond that, that really to me, improve the experience of using TherapyNotes. 

    The first thing, and I’ll be the first to admit that I am shallow in this regard, but I really liked the way that TherapyNtes looks. It’s very aesthetically pleasing to me. It is laid out very clearly, it is easy to navigate, I like the colors and those simple things go a long way. They go a long way. I tried many EHRs back when I was initially [00:08:00] considering which one to go with. And a lot of them are just kind of ugly. And that makes a big difference to me or I didn’t like the way they had a little bit of lag in certain functions. Just little things like that go a long way. That’s one of the first things that I picked up on when I went back and revisited TherapyNotes as if I was a new client. It’s very aesthetically pleasing. Even little things like the font are big enough to read on a normal-sized screen. I don’t have to squint. The aesthetic side of things, I think is certainly a strength for TherapyNotes. It does operate very smoothly so there is no lag. There are no jitters or jitters when moving through operations and click on links. I like that. And again, it’s easy to navigate.  I think they did a great job laying out the menu. The [00:09:00] important things that we might need from day to day, and then they took the setting menu off to the side away from the main menu and that’s easy to navigate as well.

     Another thing I like about TherapyNotes is that right when you log in, they have a to-do list that sort of walks you through how to get your practice set up with a number of to-do items. That was very helpful.

    Now, in terms of testing specific issues, I really love the testing note template from TherapyNotes. And what I love about it is it’s great right out of the box, by which I mean you schedule a testing appointment and the note, the prompt rather the pops up on your to-do list to write the testing note takes you to a note template that they’ve created. You cannot modify it, so keep that in mind. But the note template that they created is really well suited for [00:10:00] testing. It has boxes to include the time that you spent on the test and you can list each test that you used. It has a button to total the amount of time so you can see very easily how much time you spend on the notes or on the appointment. All those little features were fantastic. 

    It does do a little thing where once you input the test once in the testing note, then it saves it in the system, and then it’ll auto-populate the next time you write a testing note. So you don’t have to type out WISC-V or whatever it is. Those they store in the system and you can choose them almost from a dropdown menu once you’ve input them once. So testing the note template was great.

    Another thing I like is that insurance claim submission [00:11:00] is really easy. It’s really just a couple of steps from the very beginning. You have to input the panels that you’re credentialed with. They have a repository that is again, a pop-up where you just enter the panel name and it searches automatically and you can choose the one you want. So you put in the payer, you put in the client’s insurance information, and then after the appointment, it is literally two button clicks where you just click ready to submit. That’s not the exact language, but that’s what we’re going for here and you click ready to submit, and then you click submit the claim and that’s it. It’s very easy.

    The other piece that I really liked that stood out, and this is not all the pros of course, but these are just the things that I took note of. The other piece is that inputting service codes from the beginning are relatively easy. And the way that they handle [00:12:00] base codes versus add-on is easier to navigate than other EHRs that I have tried. This became particularly important, of course, in 2019, when we moved to this whole base code ad-on mess. We still call it a mess? Yes. Inputting add-on codes and base codes is relatively easy. That’s one of those features particularly for Testing Psychologists that I think is a real asset.

    All right. Like I said, not all the pros are all the good things by any means. And in fact, I will mention one more just because it is top of mine and I just thought of it is that the support from TherapyNotes is fantastic. They have real people providing live support. You call, you talk to someone, you email, you get a reply back very quickly. I’ve spent probably hours at this point on the phone with TherapyNotes support, and they help you [00:13:00] really well. And they pick up, which is nice. Some companies or EHRs only do email support or have limited phone support. And that’s not the case with TherapyNotes. Their support is amazing.

     Let’s take a quick break to hear from our featured partner. The BRIEF-2 ADHD form is the latest addition to the BRIEF family of assessment instruments using the power of the BRIEF2 the gold standard rating form for executive function. The BRIEF-2 ADHD form uses BRIEF-2 scores and classifications statistics within an evidence-based approach to predict the likelihood of ADHD and to help determine the specific subtype. It can also help evaluators rule in ADHD and rule out other explanations for observed behaviors. Please note that BRIEF-2 parent and teacher form scores are required to use this form. The BRIEF-2 ADHD form is [00:14:00] available on PARiConnect. PAR’s online assessment platform. You can learn more by visiting parinc.com\BRIEF-2_ADHD. 

    All right, let’s get back to the podcast.

    Okay, let’s move on to some things that could be better about TherapyNotes.

     I think the biggest complaint that I’ve heard about TherapyNotes, and I would certainly agree with this, is that the client portal could be better. There are EHRs out there that have a more fully functional client portal. At this point, TherapyNotes has a relatively limited set of forms that are pre-populated templates that they include in the client portal that you can send to the client. And my understanding is that you are limited to uploading custom forms. But they can only be forms that need a signature. You can’t upload like a fillable [00:15:00] PDF or anything like that. You can upload your own informed consent or other documents that just need a signature and you can send those to clients through the portal, but otherwise, you’re pretty limited.

    The other piece of the client portal that I wish was in place is that they had a way for clients to log into the client portal and pay their own bills. That would be amazing because right now we have an external system set up for that. And I would love to just bring it all under the TherapyNotes umbrella.

    Another thing that is very little but again, contributes to the user experience is once you schedule an appointment on your calendar, I personally am used to the Google calendar ecosystem where you can click and drag appointments around on the calendar. You can’t do that in TherapyNotes. That’s a really small thing, but something that I noticed. I’ve gotten used to [00:16:00] it now but in the beginning, I really wanted to click and drag on appointments to change the time rather than having to click into the appointment and kind of manually change it by typing in the new time.

     The other big downside. This is not a big downside. Forget I said that, but I guess I would call it an annoyance, is the process of defining units and how to bill for base codes and ad-ons is a little bit complicated. I found that I’ve had to talk my coaching clients through this process more so than some other processes in TherapyNotes. It will make more sense in the video review but suffice it to say that it’s easy to add base codes and add-on codes and delineate them as such but when it comes to how to tell the system how to bill for each of those codes, it’s a little bit more [00:17:00] complicated. You just have to make sure that you specify for example, that you only will ever bill for one unit of the base code but then you have to define the amount of time that constitutes a unit for the add-on codes and just make sure that all that’s straight.

     Related to that in the appointments, when you create a testing appointment and write the note, the note does not auto-calculate or auto-populate the ad-on code that goes with the particular base code. You have to manually choose that. That leads to some trouble in our practice. People just overlooking the right add-on code. It also does not auto calculate the units even though it totals the time for you.

    Those are just little improvements that could happen. But all in all, like I said, we’re married to TherapyNotes. I really enjoy it. I think it’s a great [00:18:00] EHR. It fits all of our needs and we have a very testing heavy practice. The fact that we’ve kept TherapyNotes all these years says a lot.

    Okay. So that is a quick and dirty version of TherapyNotes as an EHR for Testing Psychologists. Like I said, to get the full story, definitely check out the YouTube video in the show notes and dive in for yourself. And you can sign up for TherapyNotes. I do have an affiliate link like I said, that will give you an extra month on your free trial. So you get two free months and that is in the show notes as well.

    And yes, stay tuned. This is part one of a 4 to 6 part series of the EHRs. I’m going to be reviewing the big ones, so SimplePractice, TherapyAppointment, FairNest. I’m going to look at IntakeQ, and I think I’m going to [00:19:00] do one of the smaller ones that I’ve heard really good things about which is called Jane. We’ve got quite a few reviews coming up and they will all be on the Testing Psychologist YouTube channel as well.

    Now, if you’re an advanced practice owner and you would like some support and accountability to reach those goals that you have maybe set and not reached in your practice, I would invite you to consider the advanced practice mastermind group. As of the time of this recording, we have one spot left. The group will start on January 7th, 2021, and continue through early May of 2021. And this group is for those advanced practice owners who’ve gotten past the beginning stages and now are really thinking about how to stop trading time for money, how to streamline your systems, how to bring on or train or really maximize an admin person or hire another clinician or really [00:20:00] just grow your practice beyond that beginner stage.

    So if that sounds like you, and you’d like the accountability of being in a group with five other psychologists, there is one spot left. You can go to testingpsychologists.com/advanced, and get more information about that and book your free group call to see if it’s a good fit.

    Okay. Y’all thanks as always for listening. This has been quite a ride. 2020 is almost over but we’re getting there and I really appreciate y’all tuning in and making the testing psychologist part of your experience this year. 

    As always, take care and I’ll talk to you on Monday.

    [00:21:00] The information contained in this podcast and on The Testing Psychologists website are 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!

  • 168. EHR’s for Testing Psychologists: TherapyNotes (Basics)

    168. EHR’s for Testing Psychologists: TherapyNotes (Basics)

    Would you rather read the transcript? Click here.

    Hey everyone! Given all the questions about EHR’s (electronic health records) in the Facebook Community and among my coaching clients, I wanted to take a few episodes to dive in to some of the major players in the EHR space. Each of these reviews will focus primarily on the testing-specific aspects of each EHR, though I’ll also do an overview of non-testing features that are important. 

    For the FULL review experience, check out the accompanying video on the Testing Psychologist YouTube channel. Enjoy!

    TherapyNotes is the star EHR for today. Anyone who’s listened for any amount of time knows that I’m a big fan of TherapyNotes. Here’s how the review broke down:

    Pros:

    • Aesthetically pleasing
    • Smooth operation, easy to navigate
    • Testing note template is great right out of the box
    • Insurance claim submission is easy
    • Inputting service codes is relatively easy
    • Great customer service

    Cons:

    • Client portal could be better
    • Defining units and billing for base codes and add-ons is a little complicated
    • Can’t drag appointments on the calendar

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for the next few months 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. 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 nine 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!

    [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]

  • 167: Becoming a Neuropsychologist w/ Dr. Ryan Van Patten and Dr. John Bellone from Navigating Neuropsychology

    167: Becoming a Neuropsychologist w/ Dr. Ryan Van Patten and Dr. John Bellone from Navigating Neuropsychology

    Would you rather read the transcript? Click here.

    I’m honored to have Dr. Ryan Van Patten and Dr. John Bellone, co-hosts of the Navigating Neuropsychology podcast, on the show with me today. Ryan and John are definitely in the top five most requested guests, so this is a real treat to spend some time with them. We mainly focus on the content of their upcoming book, Becoming a Neuropsychologist: Advice and Guidance for Students and Trainees. Here are just a few things that we cover during our discussion:

    • What led Ryan and John to pursue neuropsychology
    • Definitions of neuropsychology, neuropsychologist, and clinical neuropsychologist 
    • Differences between clinical neuropsychologists and testing psychologists
    • A path to respecialization in neuropsychology for later-career psychologists

    Cool Things Mentioned

    Featured Resource

    I am honored to partner with PAR for the next few months 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. Ryan Van Patten

    Ryan earned his Ph.D. in Clinical Psychology from Saint Louis University in Saint Louis, MO.  He completed a psychology internship at Brown University in Providence, RI and a postdoctoral fellowship in neuropsychology at the University of California San Diego.  He is currently a neuropsychologist at Massachusetts General Hospital, Spaulding Rehabilitation Hospital, and Harvard Medical School in Boston, MA.

    Ryan’s career goals include working as a clinical scientist, writing grants and carrying out large-scale research projects in a variety of topic areas related to neuropsychology and geriatrics.  He also plans to spend a significant portion of his time teaching and completing clinical neuropsychological evaluations.

    About Dr. John Bellone

    John graduated with his Ph.D. from Loma Linda University in Loma Linda, CA.  He completed his Psychology Internship at Yale University in New Haven, CT, and completed his postdoctoral fellowship at Brown University in Providence, RI.  He is board-certified in clinical neuropsychology through the American Board of Professional Psychology (ABPP).  He currently works in a group practice in Southern CA, working in both outpatient and inpatient rehabilitation settings.  Additionally, he is the backup neuropsychology consultant for the Anaheim Ducks NHL team.

    John’s career goals are to provide excellent neuropsychological services to adults and older adults with a variety of conditions and concerns.  Although his clinical interests are broad, he is particularly passionate about reducing risk for cognitive decline and improving overall health through lifestyle modification.  He has lectured extensively on the power that exercise, healthy diet, quality sleep, psychological well-being, and staying cognitively and socially active have on maintaining/improving cognitive functioning both now and as we age.

    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 nine 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!

    [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]