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    [00:00:00]Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Many of y’all know that I have been using TherapyNotes as our practice EHR for over 10 years now. I’ve looked at others and I keep coming back to TherapyNotes because they do it all. If you’re interested in an EHR for your practice, you can get two free months of TherapyNotes by going to thetestingpsychologist.com/therapynotes and enter the code “testing”.

    This episode is brought to you by PAR. PAR offers the SPECTRA Indices of Psychopathology, a hierarchical dimensional look at adult psychopathology. The SPECTRA is available for paper and pencil assessment or administration and scoring via PARiConnect. Learn more at parinc.com/products/spectra.

    [00:01:00] Hey folks, welcome back to the podcast.

    Today is an interview with a fascinating individual, Keith Kurlander. He is an LPC. He has his master’s degree. He’s the Co-Founder of the Integrative Psychiatry Institute which specializes in integrative mental health and psychedelic therapy education. Keith also co-hosts the Higher Practice Podcast for Optimal Mental Health and co-founded the Integrative Psychiatry Centers, a clinic transforming mental healthcare with innovative treatments. With over 20 years of experience as a psychotherapist and coach, Keith’s mental health journey began after a near-suicide at 19 following a psilocybin experience. Now a successful entrepreneur, he’s dedicated to teaching methods that help eradicate mental illness and unlock potential.

    As you can tell, Keith’s experience comes from a very personal and meaningful place. He talks with me today about the journey through these different [00:02:00] stages of practice and of life. We talk about how to transition from being a solo practitioner into more of an entrepreneur or group practice owner into podcast host, and we eventually end up talking about influence and what an influencer role might look like for a mental health practitioner.

    There’s a lot to take away from this episode. Keith has experienced many things that I think a lot of us probably aspire to or think about. I think that you can grab a lot of good info from our discussion today.

    Before we jump to that, I will invite any of you who might want some support with your businesses to check out The Testing Psychologist Mastermind Groups. In January, new cohorts are going to be starting for [00:03:00] beginner, intermediate, and advanced practice owners. These groups are all about accountability and support. So if that sounds interesting, you can go to thetestingpsychologist.com/consulting and schedule a pre-group call.

    All right, folks, let’s get to my conversation with Keith Kurlander.

    Keith. Hey, welcome to the podcast.

    Keith: Thanks for having me.

    Dr. Sharp: Glad to have you here. I’m excited to chat with you. You’ve had a lot of experience in mental health, outside of mental health, and adjacent to mental health, and I think it’ll be interesting to a lot of our listeners. I will open with a question that I always open with, which is, of all the things that you could [00:04:00] spend your time and energy doing, I guess it’s a little different, why this, why now for you? You’ve done a lot of different things over the years. So why this? Why now?

    Keith: I’ve always had a strong passion for helping people who are suffering and making the world a little bit better if I can while I’m here. And so, that’s been my whole life, at least my adult life. It’s just led to this. The different things I’m doing with the Institute, having people get trained in a more robust mental health care framework and understanding why we suffer, I just want to help out a little bit if I can. I think now, we’re in a mental health crisis. It’s not getting better. It’s getting [00:05:00] worse. If you look at the data, it’s pretty bad over the last 10 years and worse over the last 5 years. So I think the now is, it’s getting way worse for kids than ever before, for sure, teenagers specifically. I would say that’s the why now.

    Dr. Sharp: It is pretty startling when you look at it. I don’t know if you have kids, but I have 2 kids, one is a tween, one is a teenager, and it’s getting very real all of a sudden, whereas before it was a lot more theoretical when they were little.

    Keith: I have little kids. I’ve got a 9-month-old and a 6-year-old. I’m new at it in some ways, but it’s real. Teens mental health, it’s rugged out there.

    Dr. Sharp: Right. There’s a lot to say about [00:06:00] that. We may dive into that.

    Keith: That’s a whole thing, but…

    Dr. Sharp: That’s a whole other thing. I read the bio before we dove into the interview here, but I think it’s interesting, I would love for you to describe a little bit, your journey over the last several years, because you have touched the mental health world in a lot of different ways and venues. I think it’d be interesting for folks to hear about that. That might be a good place to start.

    Keith: Cool. I’ll go quick. I’ll go from my adult life very quickly to now because it’s all related. I started more as a yoga teacher, massage therapist, then became a psychotherapist. I went to Naropa University, studied Transpersonal Psychotherapy. Then I started a company. I’m leaving out some details, but then I started [00:07:00] a company around helping people build practices. Then a podcast that was broader than that, just around mental health optimization. Then transitioned, I’d say, which is now going on 6 years to what I’m doing now, which is the Integrative Psychiatry Institute and a host of other organizations that work together which is a Continuing Education Institute. We’re mainly focused on psychedelic therapy, but we’re teaching people about an expanded spectrum of root causes of mental health. So that brings me to now.

    Dr. Sharp: Yes. And lots of details along the way, but we’re going to dig into some of those, I think.

    Keith: Yes.

    Dr. Sharp: We’ve got more of a business framework for our discussion today. I’m really interested in the early part of that description where you made the decision to expand outside of [00:08:00] one-to-one care or even practice ownership, maybe that’s the place that we can start, and decided to do things outside of that realm, which is where most of us get, I don’t want to say get stuck, but that’s where we land and tend to stay. 

    Keith: It works for a lot of people. And then for some people, it feels stuck. They want to change. For some people. I was one of those people where I felt, I didn’t feel stuck, I felt limited by the reach I had is what happened for me. I also felt limited by the salary. It was both. You can only make so much on a one-to-one model. I was having a kid and I was like, we need more.

    And so, it was either, build a group practice to make [00:09:00] more but I also had the issue of I felt limited. I wanted more reach. I wanted to help more people than whatever the number I was helping in a year. That was great. I felt like I was doing great work. So I had a two fold process happening for me. I needed to earn more for my family, and I needed to reach more people, and so, where I went with that first was where I could help more people as if I help the people who are helping them, which is what I’m still doing actually. It was that way. And so that was around if I can help people have successful practices, they’re going to help more people, and if I can help a lot of people have more successful practices, they’re going to help a lot more people. And so that’s where I went with it at first. I still was a therapist during that time [00:10:00] period when I was doing that. That’s how it kicked off for me of okay, I need to do something different here.

    Dr. Sharp: Sure. How did you pick the, because it sounds like the podcast was your first leap into the…

    Keith: The first leap was not to the podcast. The first leap was was an e-course helping people. This was now 13, that may not be a full 13 years ago, maybe 9 years ago, was an e-course on how to build your practice. First, it was live, so I was doing a live cohort model of taking people through a process in e-course, and then I also did it, I think self-paced self-study. So I was doing digital education first and then the podcast came soon thereafter [00:11:00] as another avenue to reach people.

    Dr. Sharp: I like that. I think a lot of people are probably interested in that path and how to do it, and it’s hard to really know how to do it. There’s not, especially back then, I’m sure there wasn’t a blueprint. I still don’t feel like there’s really a blueprint. How did you decide to go with e courses first and the in person component, was it local? Was it national? I’m just curious about building an audience for something like that and how to even sell that when you’re “just a practitioner.”

    Keith: It was online. I went and studied digital course marketing and that’s a thing. There’s a lot of that going on. Back then there were a handful. 10 years ago, there were a handful of of the no names. There’s a lot more now. But some of those people still [00:12:00] are the big names in the space of how you create a digital course and sell it and all that. But I sold it through Facebook advertising. That’s a very typical thing you can do. You don’t need to be…

    The space is a little different now. It definitely is more influencer driven now than it was then. There is that difference now, but either way, you can still create these funnels where you’re giving away things and you’re attracting an audience to an email list and then you’re sending them material value and then you have a course and get them into a course and that kind of thing. So yeah, it was going fine. It was a great run of reaching people, helping them with their practices, for me. I learned a lot in that time [00:13:00] period.

    Dr. Sharp: Okay. It’s hard not to follow that lead. What do you feel like you learned through that process?

    Keith: I learned a lot about people want and don’t want in terms of online education. I learned some of the things that work well and some of the things that don’t work well. I learned a lot about, I think in building private practices people tend to come into it not recognizing it’s a business. They don’t necessarily think of it as a business in the traditional sense, especially when we’re solopreneurs. When you’re growing a clinic or a group practice, I think most people think of that as a business model, but as solopreneurs, a lot of people [00:14:00] get into it. They don’t necessarily think of it as a business. They think of it as their therapy practice. There’s some roadblocks there in terms of trying to have an organization helping people with a business because they don’t necessarily think of it as a business. I learned that pretty quickly. But then there’s people that do think of it as a business and want to really get good at the business aspect of running a practice.

    I would say, generally speaking, the people in solo private practice want to get good at being a practitioner. Many of them don’t necessarily want to get good at building a business. That’s not their focus. It’s not a bad thing. It’s just their values are more about the art of mastery over the technique, which is important. I’ve shifted my focus to the technique because [00:15:00] I actually, think it’s super important. That’s probably the most important thing. We have to have a lot of good people out there helping people.

    Dr. Sharp: I agree. It does feel hard for folks to jump on board with being business owners, at least in the beginning. And if it doesn’t come naturally, that can be quite a process.

    Keith: Yes. It’s hard because you have to confront when you really want to take on the mission of like I’m going to get good at running a business. I’m going to take that on. You have to confront in yourself your perceived ability to succeed or fail. Once you confront that, it’s like now you’ve got look at yourself of like, here’s where I’m afraid. Here’s where I have doubt. Here’s where I have low confidence. [00:16:00] Here’s my strengths. Here’s my limitations. What am I going to do about my limitations in business?

    Most people that get into counseling, they’re naturally pretty good at the counseling part. And if they take the training, they get it, that technique and there’s naturally good at that part because that’s where their values are. But when we get into business now, we’re getting into things that haven’t necessarily been there on their values, their whole life, aren’t their values, so they may not be naturally good at that. So now you have to confront some things and that’s a hard road. It’s a great road. It’s an amazing growth road, but it’s a hard road.

    Dr. Sharp: Agreed. I’ve had a lot of those moments over the years, I think, at different stages of practice and the other businesses. It’s it is tough. It’s hard to do the hard things, right? It is is very vulnerable.

    Keith: Yeah, it is. And you’re going to fail and you’re going to make mistakes. [00:17:00]That’s the thing. For people who like sports, it’s you’re going to train. You’re going to win. You’re going to lose. You can get injured. It takes a lot of determination. You keep going and you train more and you learn more and you got new skills. It’s determination.

    Dr. Sharp: Yeah, it’s a good way to put it. Can you think of off the top of your head, any big, gosh, setbacks, I don’t know if you call them failures, along the way that you feel like afforded you more learning than others?

    Keith: I don’t love debt.

    Dr. Sharp: Me neither.

    Keith: That’s my personality.

    Dr. Sharp: We can agree on that.

    Keith: Yeah, maybe most people don’t, but in the beginning, I took some debt on, and sometimes you got to do [00:18:00] that when you’re growing something. And that’s okay. Some big companies always have a huge debt and that’s just how they operate. That’s a whole different world, right? Our country has huge debt, so that’s not inherently a bad thing, but I don’t love debt in business. It’s very stressful for me.

    I learned that early on. I took some debt on and it was stressful for me. I don’t relate to the earnings the same way when there’s debt there. I’m always tracking the debt more than the earnings. So that’s one thing for me, but there are reasons to take on debt. I’m not talking about like a mortgage. I’m just talking about loans or credit card debt in order to run a business for a while. [00:19:00] It’s just who I am. I really understood myself more and try and get into projects now that don’t require debt.

    Dr. Sharp: I like that.

    Keith: Just because of who I am.

    Dr. Sharp: Well, I think that speaks to… people have different risk tolerances, maybe, or different characteristics of what feels okay and what doesn’t in business. I also don’t like debt. I will do whatever I can to avoid it and not have to use it to as leverage in the business, but some folks are totally okay with that. And it might be a different thing then.

    Keith: Totally. Again, when you talk about large businesses, we’re we’re talking about small business models here, but when we talk about large business models, there’s always debt involved. Whether it’s someone else’s money or venture capital, there’s always debt.

    [00:20:00] Dr. Sharp: It is fascinating to me how that works. I don’t know. You hear of businesses that are however many million dollars in debt or take on funding or whatever. Maybe you just get used to it over time and get desensitized.

    Keith: It just gets normal.

    Dr. Sharp:  Yeah. You did the e-course thing. It sounds like that was pretty relatively successful. You learned some things along the way and then decided to launch the podcast after that. Is that right?

    Keith: During owning that company, I launched the podcast. It was a part of it, but it was later.  It was 2 to 3 years into it, maybe 2 years into it. 

    Dr. Sharp: Again, just curious about that process and decision making. How do you decide on a podcast as the next venture in this business?

    Keith: I would say it was [00:21:00] partially not just a business decision. It was wanting to reach more people. All my business decisions are about reaching more people I could say. I’m not a money first mentality. Again, most people in this profession aren’t. I wanted to have more impact. I wanted to have a place to talk to people in our space. That was intriguing to me. I wanted to ask them the questions that I had in my head about… I wanted to ask Peter Levine, Gabor Maté, these people. I wanted to get in conversations and ask questions that were in my head. So that was a cool way to do it for me. So that’s how it came about getting into the podcast world.

    Dr. Sharp: I got you. That’s what I always say. It’s my favorite part of the job because you get to call up [00:22:00] experts in any number of arenas, and then ask whatever’s on your mind. It’s the best thing in the world, man.

    Keith: Yes. It’s fun.

    Dr. Sharp: Sure. Did you end up monetizing the podcast at some point? I think people are always interested.

    Keith: I did, but not through advertising. That first company is, I don’t have it anymore, but now at the institute, monetizing in the sense that a lot of people find our institute through the podcast. So it’s not directly monetized, which is usually in the form of paid ads, but it’s a fairly large podcast and a lot of people find our institute through it.

    Dr. Sharp: Yeah. That was the route that I went as well. It took a long time [00:23:00] to nail down advertisers. I do have advertisers now, but initially, the podcast was a medium for folks to find me and hopefully reach out for consulting.

    Keith: I think that’s a great model in this space. I know a lot of therapists that also do coaching They get their clients through podcasting. It’s a great model. You can really be successful there to get to do more high performance stuff. If you’re into that coaching world, it’s a great model to get those clients who are also willing to pay a lot more for that type of coaching. Podcasting works well for that. I know plenty of people doing it.

    Dr. Sharp: Sure. It sounds like it’s [00:24:00] working for you too, even though you’re trying to draw in practitioners primarily. Is that right?

    Keith: Yeah, I don’t coach anymore. I don’t work with individuals much anymore but our organization Integrative Psychiatry Institute has thousands of customers a year so we have to have a big reach to find those people so that they can get educated. So podcasting is one way that people know about us.

    Dr. Sharp: Right. And your experience, it’s funny, the parallels, it’s like when folks are starting practices, it’s always, how do I get referrals and what does marketing look like? And then it’s the same thing at this level. What does the reach look like? What does the marketing look like? How do you get people into the funnel, so to speak? I’d be curious to hear, in addition to the podcast, you know what the other channels are to [00:25:00] to develop a business like this outside of one-to-one service.

    Keith: Definitely paid advertising. That goes from solopreneurship to entrepreneurship. Paid advertising is very successful for individual therapists if you do it well to what we’re doing. We have ads across most paid ad channels, the larger ones, Google, Meta, Linkedin- we’ve tried. Linkedin is not a great place to advertise. I don’t recommend that.

    Dr. Sharp: Good to know.

    Keith: I don’t know a lot of people that are successful advertising there. We’ve done a lot of things. We do print media, so print mailers. We have affiliates that can reach out for us to [00:26:00] their communities. Building an email list is very important. It’s not done by any means. That would be a great thing to do, even in a local practice. If you can build an email list of a few thousand people in the local practice, that’s going to gain a lot of momentum for you. Of course, you have to be willing to send them things in your email list, but that’s the same on this level. We have to give people valuable educational content, and that’s the same again, in private practice or running a company. We need to give people value so that they want to stay connected to us.

    Dr. Sharp: Right. I just want to get your perspective. You’ve [00:27:00] been in the game for a long time at this point. It seems like historically, there’s this traditional model of, you create the funnel and you try to get people in opting into some kind of email give away or something or document or some helpful content. You get their email address. Then you send them helpful things, you nurture them. And then down the road, you have a nice email list to sell a higher ticket item or option or several options too. In your perspective, is that is that still the model that we’re working with? Have there been tweaks along the way or developments over recent years to that sort of basic funnel model?

    Keith: That’s one model that still works, for sure. It definitely still is important and it works. Giving somebody, we call it lead magnet, we call it [00:28:00] a lead magnet because we’re magnetizing a lead right to ourselves, a lead being a future client or customer, depending on your business. That still works. And then nurturing them with educational content definitely works or non educational content. It could be you’re building an influencer platform and you’re nurturing them with entertainment. That’s another way to do it. That’s definitely one.

    Now, the mediums of how that works has changed. You could do it through text. That’s always better, but harder to pull off. It’s not simple to do these things through texting because of the laws and people don’t like to give their phone number away whereas they don’t mind giving their email away. [00:29:00] So there’s there’s different ways to do it. But it’s still a basic formula of you want to draw someone into your world and then if you want to keep them in your world in terms of a model of how do you keep somebody that’s not ready to sign up with you or buy from you, you want to give them something over time that’s important to them that they can grow from. And so that still works great.

    Dr. Sharp: That sounds good. Have you found anything over the years, you’re targeting practitioners mainly and trying to get folks to reach out, the content that practitioners seem to appreciate whether it’s educational or entertainment oriented, is there any way to draw themes?

    Keith: I think practitioners, it depends on what. I also [00:30:00] have had to draw on clients because we also had a clinic for a long time, a larger group clinic. Practitioners want something specific that will make them a better practitioner if that’s what you’re wanting to give them. So if you want to give them that, then you got to focus in and narrow the lens and giving them things that differentiate you.

     I think the key word is differentiation either way, whether it’s a client or a if it’s a practitioner, it’s about differentiation. You want to give them something that the next person isn’t offering them. That’s unique to yourself. You want to be unique to yourself because or else you’re going to get bored very quick. You’re not going to stay determined and persistent if it’s not unique to you. [00:31:00] It’s harder to, I should say. Some people can, but it’s harder to.

    So, if you’re giving them something unique, that is really honest inside of who you are, then you’re throwing out the net to the people who want that unique thing. That’s what you’re trying to catch in that net. You don’t want people that want something else. And then you you want to stay focused in that way, whatever that offering is. Maybe you’re a depression expert and you love working with people who are depressed and there’s a way you do it that’s different than the next person. It’s like you want to just keep focus there. And then the depressed person who is drawn to your way will find you and then it’s a good match because they’re drawn to your way.

    Dr. Sharp: Right. I don’t know about you. [00:32:00] That seems like one of the hardest parts of this folks; finding the unique voice, so to speak. I feel like it’s a crowded space. There’s a lot of Brené Brown quotes on social media. That kind of vibe. I think people have a hard time finding that whatever is unique or maybe they’re worried or maybe they’re scared to put it out there. Was there any kind of process for you around what kind of content do we generate? What is personal to me? I’m interested to hear how you went through that, if you did.

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

    [00:35:00]Keith: I probably have more pride than shame. Some people have more shame than pride and some people have more pride than shame. In my case, I probably have more pride than shame that I identify with. I think we all have it in there. So for me, because of that, like putting it out there isn’t as scary for me. There’s ways to work with when you have more shame than pride. You have to do some things to to get yourself out there.

    In terms of putting myself out there, not that scary for me. In terms of what to put out there, again I’m focused on, it was a natural development. As an individual therapist, I narrowed into a few things that I put out there and I ended up going down the coaching route eventually toward the end of my practice. So [00:36:00] then I started more marketing myself as a coach. I focused on a few things and I narrowed it more to disorder language and disorders, but for me, I focused more on how I was different with technique.

    And then now it’s different. Running a larger company, our whole model is unique. We’re framing our whole model as an integrative therapy model. And so we’re focused on root causes and in the educational space, many people aren’t doing that. Interestingly, they’re focused a lot on techniques. We focus on techniques with psychedelic therapy and some other things, but our whole thing is about [00:37:00] disrupting the assessment approach to mental health disorders and looking at root causes.

    Mostly, the assessment approach to mental health disorders, looking at a diagnosis, you want to get to a diagnosis and we’re like, that’s fine. That can help. But we’re way more focused on what caused the problem than labeling you with what your problem is. So it’s different now in terms of differentiation, but I didn’t approach it like, how am I going to differentiate? I never approached it that way in my head. And I don’t think that’s a good way to approach it. I think all you have to do is be like, who am I? And now you’re differentiating. The more yourself, you’re differentiated. No, there’s no other human like you. So I’ve always approached it that way of just I just need to be myself. What is that?

    Dr. Sharp: I find that’s an easier said than done [00:38:00] situation for a lot of people. Just know yourself. I get it. I totally agree. I think a lot of people have a hard time with that. Who am I?

    Keith: I think there’s a process to get to what that is, but I think that’s a better approach and question. It’s a better route of questioning than like, how can you differentiate from the next person? I always want to start with self versus other personally in the business world.

    Dr. Sharp: That’s fair. You said something earlier which really resonated. It’s worth saying again. It’s if you’re not in alignment with yourself and what you like and what you enjoy, it’s going to get old really fast and then you’re going to burn out or get bored or whatever it is. “If you don’t know who you are”, you may just be able to use those guardrails to determine who you are. It’s [00:39:00] what do you not like? What does not feel good? 

    Keith: That’s fine. That’s a starting point. You can also work with people and go through a process to know more about yourself and you’re just going to be more… It’s going to be easier. It’s easier to become successful through a professional personal discovery. I think it’s easier to become successful that way, especially in a helping profession. There’s other professions maybe that’s not true, but I think in a helping profession, it’s pretty true.

    Dr. Sharp: It makes sense. I’m going to take a little detour for a second. This is an assessment focus podcast, so I’m not going to let this go when you’re talking about your assessment process on looking at root causes versus diagnostic info. Can you just talk a little bit more about that? What do you mean when you say you’re looking the assessment route? 

    Keith: I don’t mean disregard coming to a diagnosis, but what I mean by that is, I think we’ve… Diagnoses, first of all, we should talk about the history of diagnosis because that’ll lead to the answer. It’s not that old. The DSM late 40s and 50s mostly coming out of World War II, and the need to understand what labels more of what people were shell shock and what people were suffering from. We come up with the DSM and we really come up with some new language than we have before. There were like a handful of words we would throw around prior to that in the early part of that century hysteria and things like that. And so we come up with these new terms and depression [00:41:00] and anxiety, and they develop not for not that long. We’ve only had this mental health construct that we’re working with right now that we assume is like the gold. We assume the the world is is a sphere now, and it’s not flat. That’s not what we assume. This is what mental health illness is and it’s just not that old. These terms that we’re working with. These disorders that we’re arriving at in our assessments. 70 years is not that long.

    So we have these constructs that are useful. I think it’s helped a lot with so many things from medication to treatment plans, educational plans. These things are very useful on one level. And when you look at the course now, coming forward to your [00:42:00] question, then what happens over the course really started in the 70s 80s, especially on managed healthcare kicked in heavily. We got very focused on the diagnosis over time. So we got very reductionistic in terms of what’s wrong with this person? What’s abnormal about this person? Abnormal psychology, abnormal psychiatry. So we got very reductionistic and got very focused on diagnosis. Managed care really push that where you had to come to a diagnosis very quickly. The proliferation of antidepressants went hand in hand with needing diagnoses and also other psychotropic meds. We needed to know which meds to give the person and diagnoses help that process, obviously.

    So [00:43:00] this all happened, but while this happened, we got reductionistic in that the point of the clinical interview was to come to a diagnosis, which would then basically create a treatment plan, alongside of that, we lost focus on, but what’s really causing this person’s issues. We got so focused on the symptoms because diagnosis is about symptoms, right? You might ask in the clinical interview for an hour and a half some things about childhood and some things about, in our case, what we’re teaching, maybe you start asking some questions about their body and how their systems are working, when we got so focused, we lost sight of what’s really causing this person’s problems in their life? Let’s just focus hard on that. Let’s do a really thorough examination to understand the causes.

    [00:44:00] And so that’s why I say, I think diagnosis is, to some degree, very helpful, but culture also went alongside of this process. I’m depressed. I’m anxious. I have PTSD. I have bipolar disorder. Culture followed alongside that process. And at a cultural level, now 1 in 4 people are on psychiatric medications. That’s an astounding number That’s a lot. There was like 300 million antidepressant prescriptions written last year. Big number. That includes refills, but it’s a big number.

    I’m just saying that I don’t have an issue with meds. I’ve taken meds in my life before. I don’t have a problem with them, but I think [00:45:00] what we’ve done is largely culturally people now associate these disorders with a pill, it doesn’t even work that often properly because it doesn’t get to the root causes.

    So what do we focus on? We’re really focusing on educating providers on a huge spectrum of root causes that could be causing these issues in a person’s life and trying to help people build systems so they can understand how these things fit together, what’s within their own scope to actually treat, what’s outside of their scope, so they actually know what’s going on and they can refer out. So that’s why I say we focus a little more on causes than diagnoses in terms of the assessment and why you’re doing the assessment. It’s not because the diagnoses aren’t helpful, but the diagnosis isn’t going to [00:46:00] solve a person’s problem is the issue.

    Dr. Sharp: How does that look in practice when say clinicians are doing an initial assessment? If we’re not focused on symptoms, what are the questions look like? What do the topics look like?

    Keith: We might be focused on some symptoms just to have a sense, but we’re also doing a much more expansive review of a lot of different causes. It’s not that we’re not looking at symptoms to come to a diagnosis. We are because we just want to understand the person’s suffering. The symptoms are useful to understand how they’re suffering and how we can relate to them around their suffering. But no, we’re looking at a number of things.

    We want to definitely understand what’s happening in their body. And I think [00:47:00] that’s very overlooked in the psychotherapy space. It’s not as overlooked in the medical space, but there’s but I’ll explain in a minute, it’s also overlooked there. So we want to understand how their gut is doing; how they’re functioning there. We want to understand how their diet is and their nutrition. We want to look at other factors that are related like sleep. What’s their water intake like? We want to understand some other things. Have they explored looking at their hormones?

    The thing is we could go so narrow, so fast and just miss something so obvious, and when they go take care of it, they have a gluten allergy, and they are 50% better as soon as they take care of their gluten allergy, or they’re pre-diabetic, and they’re suffering from a metabolic syndrome, essentially, all day. No matter how much therapy you’re going to do, they may feel depressed for [00:48:00] the rest of their life until they deal with that thing. 1 in 3 people in the United States is prediabetes and 80% of them don’t know it. These are the things that we don’t know. Most counselors don’t know these things. It’s not like we’re going to go treat some of these things, but we have to have the education to know some of the stuff.

    And so it’s not just that. It’s everywhere from also expanding our understanding of the psychological factors. I think one thing that has been advanced in the last 5 to 7 years is our understanding of trauma inside the field, which is huge.

    Dr. Sharp: Yes. I think that’s fair. That is one place I think that we as testing folks do relatively well. It is always diagnostically [00:49:00] focused, but we tend to do more in depth interviews. We’re looking at medical stuff and physiological components and have a little bit more time, I think, to spend with people, which is helpful.

    Keith: Hopefully. That’s the whole point is you’re you’re going wide and thorough. I think that’s really true. And again the outcome of testing, let’s say it was teens. There’s some really good things that can come out of some of these diagnoses that are given and educational plans. These things are very important. You have to communicate in systems with simple language. You’re not going to go and tell a system like, oh, this person’s dealing with all these causes. You’ve got to go into a system and be like, here’s the thing. We know what we do with that. With that said, it’s harder because at the end of the day, we really [00:50:00] need a personalized approach to care. And that’s hard in a lot of different systems.

    Dr. Sharp: I think we’re all working on that, man.

    Keith: Yeah.

    Dr. Sharp: I appreciate you taking this little detour. We can steer back to the business side of things, but this is all good.

    Keith: That detour is fun. It’s really important. I think we have to keep having conversations in the field of mental health care of what are we doing? Let’s just try and take a step back. It is the way we’re approaching this. What’s not working, what’s working. Are we willing to look at… With the amount of treatment resistance, are we willing to take a step back in the rise in mental health issues? Are we willing to accept back and go what’s not working because we’re not knocking it out of the park as a industry of mental health care. We’re not knocking it out [00:51:00] of the park by any means.

    Dr. Sharp: It’s true.

    Keith: We’re limping along actually, when you look at how many people are not getting better.

    Dr. Sharp: I know that’s a whole can of worms. There’s a lot to get into there, but I agree. I think we can agree on that. There’s a lot of room to do better. 

    Keith: There always will be.

    Dr. Sharp: Yes.

    Keith: It’s not like we’re doing anything wrong. It’s just, there’s always room to grow, right? 

    Dr. Sharp: Yeah. It’s a good way to put it.

    Keith: But I think individual people, like someone listening to this podcast is like, how are you going to innovate? Because it’s not about waiting for a system to innovate. It’s like, how are you going to educate yourself? How are you going to innovate in your own sphere? We all have to innovate in order to keep growing and further our understanding of the problems and the [00:52:00] solutions.

    Dr. Sharp: I like that. That maybe relates back to some of the stuff we were talking about in the first half, which is, you used this term influencer a couple of times. I would love to talk with you about that concept. What does that even mean to be an influencer in the mental health space? I’ll speak for myself. I hear influencer and I think of the Kardashians and whoever else, typically female individuals who are modeling something or using makeup or something. So I’m curious how you’re thinking about being an influencer in this space.

    Keith: I think the term now is broad. The influencer industry is massive now. I don’t know if it’s in the trillions or hundreds of billions, but [00:53:00] it’s one of those two, meaning that individual people are creating a platform typically in social media where they gain followers and they influence them around something. It could be makeup, it could be anything, but it could also be about education. It could be about mental health. You would call Brené Brown an influencer. You would call Esther Perelson an influencer in mental health space? She has a large social following. She has a lot of content and social media and a lot of millions of followers. Those are larger influencers. You don’t have to be a large influencer to make a difference in the world. Also to grow your practice, you don’t need to be a large [00:54:00] influencer like that.

    So that’s what I’m referring to. You grow a following that you have influence over. That’s the term. And then in this case, it would be that you have influence over people’s mental health. And hopefully, in this case, it’s in the positive direction. Obviously, it could be a negative influencer too.

    Dr. Sharp: That makes sense. It’s rolled into this. All of this that we’re talking about is creating an ecosystem around you, your ideas, brand, if you want to think of it that way, personality and things like that.

    Keith: Yeah, yourself, your brand.

    Dr. Sharp: That seems a lot more relatable or doable than typical definition of influencer or early models of being an influencer. I think [00:55:00] some folks might have a hard time stepping into that role, but there’s a lot of room. 

    Keith: There are so many ways. First of all, you don’t have to do it that way. You can be very successful without doing that. In fact, most therapists are not influencers in terms of that definition. So you don’t have to do that. But if that attracts you… You would only want to do that if you’re drawn to it, because it’s not like… You could build a very successful group practice. You could build a very successful individual practice without ever being an influencer online. But if you’re drawn to it, then you can also, the market space gets wider if you’re drawn to it. It opens some new opportunities and it can be very fun and fulfilling to reach a lot of people that you can’t reach individually. You could go from reaching tens of people or hundreds of people to tens of [00:56:00] thousands, hundreds of thousands or millions of people that you have something to share that you want to share. And that could be very fulfilling.

    Dr. Sharp: Yeah. Talking about reaching such a large audience, I think, again, people are always questioning how do I grow my audience on social media if I want to go this route. I wonder what has jumped out over the years as far as social media influencing

    Keith: Mostly, I haven’t focused on… I’ve mostly grown our audience in podcasting and then internally through email lists building. I never went really big into social media specifically. We have some following in there, but it’s nothing huge. But in terms of social media, I [00:57:00] would say the thing is with social media, if you really want to become an Instagram…

    First, you have to choose your channel. That’s the first thing. You can’t focus on all the channels. You have to choose the channel, and each channel has a different medium. YouTube is a little different than Instagram in terms of what is going to grow a following, different than TikTok, and different than LinkedIn. So you have to choose your playing field. And that depends on your personality type and what you want to do. For instance, in Instagram, you could do no videos. You could do just little cards with your own quotes on it. That wouldn’t work in YouTube. YouTube it’s a video platform. Instagram is highly video driven too, but you can do more things. It’s more versatile. So it just [00:58:00] depends on who you are and how you want to play there. What you want to be doing that kind of thing. TikTok, you’re going to be doing very short stuff. The algorithms are going to favor things that are extremely short reels.

    Dr. Sharp: Absolutely. It makes me think about the gosh, how to frame it, power of choice or being deliberate, shiny object syndrome, all these things. I think people get overwhelmed with the possibilities and what we could do. It makes me think of the power of being deliberate and choosing what works for us.

    Keith: Yeah, I agree with that. I think that’s super important. I totally agree with that. I think the other thing is not [00:59:00] getting hooked on seeing the shiny object, like look at what this person is doing and getting jealous or afraid you need to be like them. First of all, one thing you should know is you never know someone’s success by seeing them online. You’ve no idea what’s going on in their life.

    Dr. Sharp: That’s such a good point.  

    Keith: You’re just projecting on them. They may actually be struggling in a lot of ways you’re not. And so that’s super important to remember.

    And then I think you do have to come back to where are you? I always like taking the path of least resistance in my life. What’s natural for you for the next step? What comes easier to you for that next step? Don’t do the hardest thing as your next step. If going online is your next step, and it comes easy for you, you spend a lot of time online, you actually like it there, actually are already interacting with a [01:00:00] lot of people online, maybe that’s an easy next step for you; but you never go online, you’ve never commented on anything in your life, it’s probably going to be a really hard next step for you. There’s probably a better next step.

    Dr. Sharp: I love that you said that. I’ve been thinking and acting a lot over the last several months around this idea of what would this look like if it were easy? What would this look like if it were joyful? I think it’s easy to get stuck in things that aren’t joyful and fulfilling. And there’s some mythology around running a business that it’s a grind and it needs to be hard. You got to persevere and all that kind of stuff. But I like that we’re touching on this, that path of least resistance is totally fine. If you enjoy something and it works and it fits into your business model, just do [01:01:00] it.

    Keith: Yeah, path of least resistance and always in your values, like what’s most important to you because it’s just going to be, you have so much less resistance to doing the work if it’s important to you. But if you start taking on projects that you actually don’t find very meaningful, you’re going to be procrastinating a lot more. You’re going to have a lot of other reasons to go do that because the thing itself is not going to be the reason. I think things that are really important to you are going to be path of least resistance and then things that you really enjoy doing.

    Dr. Sharp: I am with you. Good stuff.

    Keith: And then, of course, whatever you choose to do as your next step, if you actually want it to be part of a business where you’re receiving something back for something you give in the form of money, you always want to make sure that the thing you’re giving has a [01:02:00] lot of value because when there’s a lot of value, you’re giving out, you’ll get a lot of value back.

    Dr. Sharp: Right. It’s a good way to think of it. If you’re not 100% committed to something, people, I think are going to be able to tell.

    Keith: Yeah. And if you don’t perceive your own value in what you’re giving out, you’re going to get back the level of value you perceive, and then if you have an inflated sense of value, then that’s a different issue. That’s a different problem. You might get an inflated sense back, but then you often get humbled too often if you’re inflated, but you will get back your perceived sense of value. And so a lot of people who are struggling in their careers with finances often haven’t really looked at fully is their perceived sense of value. They often don’t perceive a lot of [01:03:00] value that they’re giving out.

    Dr. Sharp: It’s a good way to put it. Goodness. 

    Keith: That’s a whole different thing.

    Dr. Sharp: That’s another thing. I know we’ve got so many threads, but this has been good. There’s so much to dive into with this business world. You’ve had a different experience in a lot of practitioners and different directions you’ve gone. So thanks for sharing all this. If people want to chat with you or learn more about what you got going on, what’s the best way to find you or hear about it.

    Keith: I think a few things. If you like podcasts, check out The Higher Practice Podcast. That’s a great place where we cover a large spectrum of just mental health stuff topics. And then our institute’s a great place to visit; psychiatryinstitute.com. Just check out the education we have on there. [01:04:00] There’s a lot of interesting things to learn from there. I think those are the two good places to keep it simple.

    Dr. Sharp: Okay. Simple is good. I appreciate your time. It’s good to connect. We’re right down the road from each other. 

    Keith: I know. We’re around the corner.

    Dr. Sharp: Yeah. Thanks for spending the time. I hope our paths cross again sometime.

    Keith: Yeah. Thank you.

    Dr. Sharp: All right, y’all. Thank you so much for tuning into this episode. Always grateful to have you here. I hope that you take away some information that you can implement in your practice and in your life. Any resources that we mentioned during the episode will be listed in the show notes. So make sure to check those out.

    If you like what you hear on the podcast, I would be so grateful if you left a review on iTunes or Spotify or wherever you listen to your podcasts.

    If you’re a practice owner or aspiring practice owner, I’d invite you to check out The Testing Psychologist mastermind groups. I have [01:05:00] mastermind groups at every stage of practice development, beginner, intermediate and advanced. We have homework, we have accountability, we have support, we have resources. These groups are amazing. We do a lot of work and a lot of connecting. If that sounds interesting to you, you can check out the details at thetestingpsychologist.com/consulting. You can sign up for a pre-group phone call and we will chat and figure out if a group could be a good fit for you. Thanks so much.

    The information contained in this podcast and on The Testing Psychologist website will are intended for informational and educational purposes only. Nothing in this podcast or on the website is [01:06:00] 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!

  • 477. Clinician, Entrepreneur, Influencer w/ Keith Kurlander

    477. Clinician, Entrepreneur, Influencer w/ Keith Kurlander

    Would you rather read the transcript? Click here.

    My guest today, Keith Kurlander, has seen all facets of mental health practice and business ownership, from solo clinician to podcast host to influencer and large-scale business owner. He chats with me today about the journey through each of these stages. We get into the “how” but also the “why” behind some of his choices, giving you a glimpse into the decision-making process and execution of these ideas. If you’ve ever thought about expanding your reach beyond one-on-one clinical work, definitely check this one out!

    Cool Things Mentioned

    Featured Resources

    I am honored to partner with two AMAZING companies to help improve your testing practice!

    PAR is a long time supporter of the Testing Psychologist podcast, and I will continue to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.

    TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

    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 Keith Kurlander

    Keith Kurlander, MA, LPC, is the Co-Founder of the Integrative Psychiatry Institute, specializing in integrative mental health and psychedelic therapy education. He also co-hosts the Higher Practice Podcast for Optimal Mental Health and co-founded the Integrative Psychiatry Centers, a clinic transforming mental healthcare with innovative treatments. With over 20 years of experience as a psychotherapist and coach, Keith’s mental health journey began after a near-suicide at 19 following a psilocybin experience. Now a successful entrepreneur, he’s dedicated to teaching methods that help eradicate mental illness and unlock potential.

    Get in Touch

    • Websites: psychiatryinstitute.com / KeithKurlander.com
    • LinkedIn: /HigherPractice
    • LinkedIn: ./company/integrative-psychiatry-institute/
    • Instagram: @KeithKurlander
    • Instagram: @IntegrativePsychiatryInstitute
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    • Facebook: /integrativepsychiatryinstitute

    About Dr. Jeremy Sharp

    I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

    As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

    Ready to grow your testing services? Click below to schedule a complimentary 30-minute pre-consulting call!

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  • 476 Transcript

    [00:00:00] Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Many of y’all know that I have been using TherapyNotes as our practice EHR for over 10 years now. I’ve looked at others and I keep coming back to TherapyNotes because they do it all. If you’re interested in an EHR for your practice, you can get two free months of TherapyNotes by going to thetestingpsychologist.com/therapynotes and enter the code “testing”.

    Thanks to PAR for supporting our podcast. The BRIEF2A is now available to assess executive functioning in adult clients. It features updated norms, new forms, and new reports. We’ve been using it in our practice and really like it. Learn more at parinc.com/products/brief2a.

    Hey folks, welcome back to [00:01:00] the podcast. Today I’m talking about my views on “brief” evaluations and menus of services in our practices. I do not love the idea of offering different services or different types of evaluations in your practice. I’ve held this belief for a while and developed my own reasons for those beliefs. I thought that I might dig into the research and try to figure out if offering different options is a good idea. And if so, why, and if not, why not?

    This is a question that comes up a lot during my consulting meetings and coaching groups with folks who want to do, I call it a menu. They offer different types of evaluations, like a brief evaluation only for ADHD, for example, or something like that, or they have a menu where clients can self-select different services to add on to the evaluation.

    And like I said, I had some feelings about [00:02:00] this over the years, and today I’m digging into the research. So if you offer different services like this, or you’re thinking about it, this is a good episode for you.

    In the meantime, if you are a practice owner at any stage of practice, and you’d like to join a consulting group with accountability, support and guidance, then you might check out The Testing Psychologist mastermind groups. New cohorts are starting in January 2025 at the beginner, intermediate and advanced level, and there is likely a spot for you if you are interested. You can get more information at thetestingpsychologist.com/consulting.

    All right, y’all, let’s talk about this brief evaluation menu approach to testing.

    [00:03:00] Okay, everyone. Let’s dive right into it. As I was planning this episode, I was thinking, running a business requires so many skills that we were not taught in graduate school, many of which I’ve talked about on the podcast before, but one of those skills that we often don’t talk about in graduate school or in detail is pricing and consumer preferences for pricing.

    This is a whole science. There are folks who specialize in this area, do a lot of research in this area, and can be in pretty intricate strategy. And for most of us, myself included, we do what seems like the right idea without really knowing if that is true or not.

    How many of you jumped into your practice and set your prices based on what you think might [00:04:00] be a good idea, or what your friend was doing, or what the market will bear in your area, if you can even get a good idea of that? So there’s a whole science behind pricing, consumer preferences and things like that.

    “Real” businesses put a lot of time and energy into pricing, and we don’t. It’s not our fault. It’s not like we take courses on how to price our services. If you had any education in graduate school around private practice, you were lucky. And you certainly weren’t talking about setting prices, consumer pricing research and things like that. So that’s what I’m going to try to get into today.

    I think like many aspects of running our business, especially in a service industry like mental health, we start from this place of wanting to do the best for our clients and in turn keep people happy, essentially. And so this is often the [00:05:00] motivation toward offering what I’ll call a menu of evaluations options or particularly, a low cost brief option to give people another choice when seeking services, but is this the right approach? Does offering a brief option make sense from a consumer pricing perspective and from a medical decision- making perspective? Let’s dig in.

    As we consider this question, I think there are two ways to come at it. And as I dug in, these are the two facets that emerged. I’m sure there might be more, but for the sake of this discussion, I’m going to focus on two areas.

    There’s the economic approach, which is what makes the most sense economically while offering a brief evaluation; actually get more people in the door because it’s lower cost service. Does it offer a good option for folks with less disposable income? That kind of thing.

    The other angle is from a medical decision making lens. By offering choices in our [00:06:00] evaluations, we’re handing more of the decision making over to clients to choose their own adventure with testing, so to speak. The question is, is this the right approach and does it improve outcomes in some way?

    So let’s start with the economics of pricing and consumer behavior. First of all, I’ll tell you what I have thought over the years. And this is just anecdotal evidence that I’ve formed in my mind. Sometimes I do that. I’m sure some of you do that too. We develop feelings about things and then they become somewhat ingrained.

    And so my thought on this over the years is that if you’re going to offer a lower cost service line or option in your practice, like a brief evaluation for ADHD only versus a comprehensive evaluation, I’ve always said, you need to make that additional option significantly less expensive or different in price than your primary offering. [00:07:00] Otherwise, it’s going to muddy the waters and people aren’t going to know which one to pick and you’re shooting yourself in the foot.

    It’s not going to do any good either way. People are always going to pick the cheaper option. And if you don’t distinguish them effectively, then people are also going to be confused and maybe even not make a choice at all and opt to go with a different practice.

    So lots of factors to argue against offering two different types of evaluations. There is some research on this, of course. So in terms of price differentiation, the research suggests that the optimal price gap is 15-25% between similar products that are offering the same thing. And that gap of 15-25% effectively signals differentiation without [00:08:00] alienating or pushing away price sensitive consumers, if that makes sense.

    So if you have a bigger gap, like a 30% gap, apparently that will push consumers toward the lower priced option or create some doubt about the value of the premium offering or the higher priced option. So to put this in real terms, if your out-of-pocket fee for comprehensive evaluation is $3,000, then you theoretically would want to set the fee for a brief evaluation around $2250. That would be a 25% gap between the two.

    That seems higher than a lot of folks might guess. That’s higher than I would guess but the research would say that if you do a [00:09:00] larger gap, it’s going to push people toward the cheaper offering. And they’re not even going to really consider the premium offering.

    As far as feature differentiation, you do have to make it very clear what differences exist between the options. I’ll talk about this in the medical decision making lens as well, but this is where it gets really murky because when we’re talking about a mental health service or a neuropsychological testing service, I might argue that I don’t know if consumers know enough about what we do and what they are getting to even be able to differentiate between features of a brief evaluation or a comprehensive evaluation. Some certainly will, but I don’t know that’s true for all folks. So I [00:10:00] think this is a trickier process when you’re trying to establish a different service line.

    What about the consumer preference idea between having a menu? I’m going to switch over, not just from different service lines, but now to talk about the menu approach. This also happens. I’ll see folks who offer a “brief” or basic evaluation and then offer a menu, like if you want academic testing, you can add this. If you want autism testing, you can add that. And it costs this much, that kind of thing. So it’s more of a menu, like an add-on approach.

    And so this gets into that discussion of do people prefer a menu or do they prefer a flat fee option? I did an entire episode on flat fee versus hourly pricing. So some of that comes back up here and gets reiterated. [00:11:00] For folks who are convenience driven buyers which I think is true for a lot of people, they often do prefer a flat fee because it’s simpler, it gives more certainty, there’s more transparency in cost.

    Comprehensive offerings also have a high perceived value to buyers, so this inclusive pricing makes it appear that the service is a higher value. So this gets into that concept of value-based pricing. It’s just, this is what the service is worth. We’re not negotiating price. We’re not adding or subtracting services. This is just what it is and that’s the value of it. It’s also appealing to folks who want to avoid feeling nickel-and-dimed, so those folks who want to pay one fee and know that they’re what they want.

    Those are some of the advantages. I like a flat fee [00:12:00] model. I think the simplicity and the value-based offering makes a lot of sense for folks and it just keeps things more straightforward, but there are people who prefer this menu approach as well. People who like to customize or tailor a product or service to their specific needs often prefer this menu approach. You’ll see this in like software companies, for example.

    You can also perhaps gather more customers who are like price sensitive if you’re offering a menu because it gives them the sense that they can pick a cheaper offering and then they’re not paying for stuff they don’t want, essentially.

    There’s also an added benefit, with a menu system, you can upsell people. I don’t know that we really upsell because we’re just trying to pick the service that offers them the best healthcare that they can get. It’s not necessarily [00:13:00] upselling like if we’re in a different type of business. So those who prefer a menu are those who want to tailor the product or service to their specific needs and those who are very price sensitive.

    You’ll notice there’s a lot of overlap here with the medical decision making model because even bringing up the idea of customers or patients who want to tailor medical or mental health services to their specific needs gets into a philosophical question of how much patients should be choosing their own treatment, how much expertise they may have and what kind of role they may have in choosing their own treatment. So with that, I am going to transition over to the decision making model.

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

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    Alright, let’s get back to the podcast.

    So with all of that, let’s summarize and bring it home for a mental health or neuropsychological testing practice. So the flat fee model simplifies decision making, which can be helpful for mental health patients who are already in a place of decision fatigue or [00:16:00] anxiety or whatever it may be. It makes the cost very transparent which helps us from an administrative standpoint. And if we’re generating good faith estimates, if you’re a private pay practice, that kind of thing.

    Plus, patients know exactly what they’re going to pay upfront, they can budget for it and plan for it and so forth. It gives the impression of comprehensive care. To me, this is really hard to argue with from a patient standpoint that I don’t know many patients who would not be on board with getting a comprehensive evaluation to investigate all possibilities and make sure that they are getting anything that they might need.

    The menu on the other hand, it does let people tailor the service to their specific needs. It gives them a sense of a little more control but it might overwhelm people with too many choices. [00:17:00] It assumes that people understand the difference in each of the menu options. So that is tricky. Generally speaking, people tend to prefer a flat fee model versus a menu.

    Let’s talk about shared decision making. This is the other side that I think is important. There’s, like I said, the economic side of this question, which is what actually makes sense from a consumer pricing standpoint and what do people prefer, but then it gets into the idea or the concept of giving people the choice to determine their own medical or mental health interventions in a sense.

    And this was illuminating for me. Many of you may have heard of the shared decision making model or [00:18:00] patient-centered care. It’s a growing focus in health care. I’ll be honest, I had to fight some of my biases here where the opinion that I’ve had over the years is that we are the experts. We know what testing is, what it can offer. We have clinical judgment. And we, as clinicians, are the ones who should make the determination about what testing is necessary or appropriate and what the evaluation should look like.

    I historically have not liked the idea of handing that back to clients, one, because it places a burden of decision making on them that may feel uncomfortable. So the parallel that I think of is if I personally have had some, let’s just call it heart [00:19:00] issues over the years. I have weird rhythms with my heart. I have arrhythmias that happen when I exercise.

    And so going to see a bunch of different cardiologists and heart specialists and that sort of thing, thinking about if they had turned the treatment plan back to me and said what do you think you need or what do you think is going on? Or anything in that realm, that would feel very uncomfortable because I don’t have any kind of expertise in cardiac rhythms or what’s appropriate treatment or what the research says or anything like that.

    And so I projected that experience onto the neuropsychology field as well and assumed that a lot of folks come in to seek testing and may have information from the internet, may have some personal experience, of course, it’s valuable, but ultimately we are the ones who should be making the decisions about treatment [00:20:00] and the evaluation approach.

    So all that to say that I dug into the research to see what the research says about shared decision making. Does it improve outcomes? Does it increase patient satisfaction and wellbeing and so forth? Like I said, it is a growing movement.

    The research shows mixed results. There is some complexity around like balancing autonomy for the patient and expertise and outcomes. And so we’ll talk about some pros and cons. Let’s just say pros of allowing patients to choose their own intervention.

    Studies are pretty consistent that patients who actively participate in decision making feel more satisfied with their care. The sense of control often reduces anxiety and it enhances the therapeutic alliance, so to speak, between the patient and the provider.

    In many [00:21:00] cases, not necessarily with testing, but in many cases, it also helps with treatment adherence. That makes sense. If you’re engaged in a collaborative process with someone, then when all is said and done, and you make those recommendations for intervention, they’re more likely to adhere to those recommendations, which is great.

    It increases autonomy, which is very important. So you do have to be careful in the trade off of effectiveness and efficacy of treatment, but it does increase autonomy certainly. And that’s always a good thing. And then when patients are involved in the decision making, then that can help like tailor intervention to their personal circumstances, and that’s always a positive thing as well.

    There are some negatives as well. So the cons of shared decision making are [00:22:00] that patients, and I think this is the biggest one, honestly, patients might base decisions on incomplete or misunderstood or biased information “particularly if their primary sources include non-expert opinions”.

    This is where we get into a lot of trouble. There are certainly a lot of folks out there who are coming in pretty informed and they have consulted reputable resources, research and so forth. I would still say though that the majority of folks that come into our outpatient private practice, we do neurodevelopmental evaluations for kids and adults, that the majority of folks are coming in with exactly what this says, incomplete, misunderstood, or biased information from non-expert opinions like social media or anecdotal evidence. And that is [00:23:00] the trap that we get into.

    Another negative is decision fatigue. Complex medical decisions can overwhelm people. I think that is especially true in high stakes situations where for us in our practice, a lot of people are pretty stressed out and just want some answers. And so I would consider that high stakes and stressful and that can be counterintuitive for making good shared decisions.

    Another downside is that there may be some conflicts with evidence-based practice. I think we’ve all run into this when individuals either want less testing than might be indicated or more testing than might be indicated, essentially like anything that conflicts with our clinical judgment, which hopefully is rooted in best practices. And so sometimes patients want to choose less [00:24:00] effective approaches.

    So what do we do with all of this in terms of outcome? Let’s just talk about outcome. Shared decision making tends to result in better outcomes for folks who have chronic conditions where adherence to treatment is really important to stay on track.

    Outcomes are also better just for mental health in general. Letting patients choose their intervention like therapy versus medication, for example, enhances engagement and reduces dropout from treatment. So that seems good, but in complex cases, there tend to be neutral or worse outcomes from shared decision making.

    When I say complex cases, I mean acute or emergency situations like high pressure, high stakes situations where there might [00:25:00] be trauma involved or a lot of emotionality going on. And this is the place where decision fatigue or that lack of expertise can lead to poor choices from the patient side.

    Another place that we run into trouble is when patients have relatively low health literacy. So when they have limited understanding of medical concepts or neuropsychology concepts, they might make suboptimal choices, which can lead to poor outcomes.

    So with all that said, what are some of the best practices for balancing autonomy and expertise in shared decision making? The research says that using decision support tools can really help, so visual aids or even calculators to show folks [00:26:00] the probability of certain things happening or not happening to help them make informed decisions.

    It requires us to do a little bit of assessment as well on patient’s level of health literacy, their emotional state and understand where they’re at. If they are relatively informed, grounded in research and in a relatively grounded emotional place, then shared decision making is more advantageous but if not, we might need to take the helm a little bit more. We should offer more guidance when patients are unsure or distressed essentially.

    How do we pull all of this together? So what I came to from all this research is, going back to the menu versus brief evaluations versus add-on, all [00:27:00] of that, what you can do is come up with a comprehensive evaluation. This is just my reading of how all this might shake out and what might be best, come up with a comprehensive assessment package.

    You do a comprehensive assessment that includes all the essential services for a thorough evaluation but then you offer add-ons for non-clinical services. So this keeps the clinical decision making essentially in your hands to decide which testing is appropriate, how much testing is appropriate, which diagnoses might be considered and so on and so forth.

    All that goes into your comprehensive evaluation, but then you offer optional add-ons that are not clinical. This might mean expedited report delivery. You might charge an extra $200 to deliver the report within three [00:28:00] days, for example. You could do an additional feedback session for whatever, $200 for another feedback session.

    You could do an extra meeting with the school or with a provider or something like that. You can generate additional copies of the report or modified copies of the report for different parties if the patient or the family wanted that to happen.

    You could also do an add-on for “curated” referrals to specific services where you’re actually doing some research. A lot of us do this anyway, but where you’re doing pretty targeted research and trying to hook people up with very specific referrals that match exactly what they need.

    I like this approach. It seems like a nice hybrid where we still retain a lot of the decision making with the clinical side, but we do offer people the choice to [00:29:00] “up aid” to some of these other aspects of service.

    As far as shared decision making and how to incorporate more of that in your process, just making sure that you have a means of capturing the patient’s goals, their concerns, their preferences throughout the evaluation, but particularly at the beginning. This leans on some of those therapeutic assessment ideas where you’re asking the patient what they prefer, what questions they have, what did they want to get out of the evaluation? That’s a great example of shared decision making.

    You can have educational materials, which a lot of us do, but just explaining what testing involves, the benefits and limitations, the outcomes, what people can expect to get out of it, different use cases, all of these educational materials are going to be really helpful.

    And then while you’re [00:30:00] actually in the intake, you can talk with people about the outcome and the hopes for the evaluation and go through that process together. There’s never too much communication in this kind of situation.

    The other part is when you’re doing feedback with folks after the evaluation or as the evaluation is concluding, talking with them about the action plan, the recommendations and having that be a pretty collaborative process to make sure that the recommendations are doable, realistic and feel like they could be helpful.

    All of that comes together to say that I still land in a similar place after having looked into all this research, but there are ways to do different service lines [00:31:00] in your practice. You just want to make sure that they are clearly differentiated from a feature standpoint and have about a 25% price difference.

    It’s okay to have some shared decision making in the process, you just want to do some assessment and make sure that the individuals are more grounded, confident, health-informed or have high health literacy. Those are some of the factors that are going to increase the likelihood of success.

    I appreciate you sticking with me. Even recording the episode feels like a relatively convoluted topic, and we’re weaving in a lot of different ideas but the hope is that it’s coming through loud and clear.

    I initially started the title of this episode, as you can see, is why I hate brief evaluations. So I came into this episode with a clear opinion about how this should go [00:32:00] and emerged after looking at the research on consumer pricing preferences and shared medical decision making with a little bit of a different perspective.

    I hope that each of those facets of this discussion came through and if you have other thoughts or opinions, I would love to hear the discussion, so shoot me an email or talk about it in the Facebook group on the episodes post. Thank you as always for listening and happy testing.

    All right, y’all. Thank you so much for tuning into this episode. Always grateful to have you here. I hope that you take away some information that you can implement in your practice and in your life. Any resources that we mentioned during the episode will be listed in the show notes so make sure to check those out.

    If you like what you hear on the podcast, I would be so grateful if you left a review on iTunes or Spotify or wherever [00:33:00] you listen to your podcasts.

    If you’re a practice owner or aspiring practice owner, I’d invite you to check out The Testing Psychologist mastermind groups. I have mastermind groups at every stage of practice development; beginner, intermediate and advanced. We have homework, we have accountability, we have support, we have resources. These groups are amazing. We do a lot of work and a lot of connecting. If that sounds interesting to you, you can check out the details at thetestingpsychologist.com/consulting. You can sign up for a pre-group phone call and we will chat and figure out if a group could be a good fit for you. Thanks so much.

    The information contained in this [00:34:00] podcast and on The Testing Psychologist 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!

  • 476. Why I Hate “Brief” Evals

    476. Why I Hate “Brief” Evals

    Would you rather read the transcript? Click here.

    I talk to a lot of folks during my consulting meetings and coaching groups who are interested in offering an evaluation “menu” in their testing practices. Typically this takes the form of “brief” evaluations answering a specific referral question like, “Does this client have ADHD?” I don’t like this approach, and today I’m digging into research on consumer preferences to explain why. If you’ve ever considered different tiers or “add-ons” for your evals, this is the episode for you!

    Cool Things Mentioned

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    PAR is a long time supporter of the Testing Psychologist podcast, and I will continue to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.

    TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

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    About Dr. Jeremy Sharp

    I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

    As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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  • 475 Transcript

    [00:00:00] Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Many of y’all know that I have been using TherapyNotes as our practice EHR for over 10 years. I’ve looked at others and I just keep coming back to TherapyNotes because they do it all. If you’re interested in an EHR for your practice, you can get two free months of TherapyNotes by going to thetestingpsychologist.com/therapynotes and enter the code “testing”.

    Thanks to PAR for supporting our podcast. The BRIEF2A is now available to assess executive functioning in adult clients. It features updated norms, new forms, and new reports. We’ve been using it in our practice and really like it. Learn more at parinc.com/products/brief2a.

    Hey folks, welcome back. We got a topic [00:01:00] today that I think is going to be very interesting and popular with this audience. I’ve got my guest, Dr. Rebecca Richey, talking about prescription privileges for psychologists.

    Rebecca is a licensed clinical psychologist, a licensed clinical social worker, a certified addictions counselor, and will soon be one of Colorado’s first psychologist prescribers. She is the Clinical Director of Colorado Women’s Collaborative Healthcare, a Colorado nonprofit focused on providing neurodivergence testing to women, girls, and gender diverse folx.

    So Rebecca, like you heard, is one of the first individuals to complete a post-graduate program in prescription privileges for psychologists. She is about to finish the program and she is here to talk about her experience going through that program.

    So we dig into the background and what it means to have prescribing authority, different programs that are out there, main components of the program, cost logistics, [00:02:00] and how this might fit into her business model as a testing psychologist and psychologist providing other services to folks.

    She also provides some resources to help guide anyone else who might be considering it. So if you have thought about going back to get your prescriber’s license or certification, this is a good episode for you. It is chock-full of information and pretty illuminating for anyone who’s considered going down this path.

    If you’re a practice owner and you would like to get some support and accountability in growing or building or refining or streamlining or optimizing or maximizing your practice, you can consider The Testing Psychologist mastermind groups. The new group cohorts will start in January for beginner, intermediate, and advanced practice owners. You can go to thetestingpsychologist.com/consulting [00:03:00] and schedule a pre- group call and see if it’s a good fit.

    In the meantime, let’s talk about prescription authority with Dr. Rebecca Richey.

    Rebecca, hey, welcome to the podcast.

    Dr. Rebecca: Hey, thanks for having me, Jeremy. I’m so excited to be here.

    Dr. Sharp: I’m excited for this conversation. This is a topic that is super interesting, at least to a lot of us here in Colorado, but it is gaining some steam nationwide as well. I’m glad that you’re here to give us a firsthand account of a psychologist going through this prescription privileges process. So thank you. We have lots to talk about.

    I’ll ask the OG lead off question, which is why this is [00:04:00] important. Of all the things that you could spend your time and energy on, why add this to your life?

    Dr. Rebecca: That’s a really good question. There’s two answers; one is very personal and one is more professional, but for both of them, it comes down to access.

    As a practice owner and as somebody who’s worked clinically with clients for decades at this point in time, you always come to a place where the person decides it’s time for medication management and then it always feels like such a hurdle to find the right person and to find somebody whose values fit with this person, who has openings and who is accessible. And so that is why I decided to do it from a practice standpoint.

    And from a personal standpoint, it feels like a social justice issue to me. So in a way that is very access based [00:05:00] that it’s hard for people to find medication management that feels like a good fit sometimes. I work with a specialty population and so I wanted to be able to be here for them and to have more tools to offer them to help with any sort of healing that we might offer.

    Dr. Sharp: I’m with you. I hear this being pretty common across the country, but you’re in Denver, I’m an hour or so Northern Fort Collins. I know that we have the same problem; we cannot find psychiatric providers with openings and let alone that take insurance, let alone that take Medicaid, let alone all the factors as far as demographics or preference and style, and all those things. It feels like to ask those questions are a complete luxury at this point. We’re just looking for someone with openings.

    Dr. Rebecca: Somebody who has the time. A big part of it, for me, is being able to offer the women, [00:06:00] girls, and gender diverse people that I work with, you already have a good rapport with them. You’re perhaps doing an assessment or working with them in some other capacities, and then like I said, this is just another tool in the toolbox that you can offer them that will help them get one step forward in their healing process.

    Dr. Sharp: Right. There’s a lot to chat about here as far as logistics, practicalities and details. I think that’s probably what people are interested in. So let’s jump right into it. Let’s do a little background.

    I might lead with the question of what are we actually talking about here? What does this mean to have prescribing authority for a psychologist?

    Dr. Rebecca: It is such a good question and it differs state to state. There are 7 states that offer prescription privileges for psychologists right now. I’m not super familiar with all the other states, but in Colorado, what it means to have prescription privileges is a little bit more [00:07:00] limited than it sounds. And that’s probably just for right now.

    What it means for right now is that we have the ability to collaborate with a client’s primary care provider, and in that collaboration, we can initiate a script for any number of psychopharmaceutical medications. We cannot do any sort of prescribing outside of that scope.

    So even things that are off-label that are very common like propranolol for some anxiety related stuff, we cannot prescribe because we do not have the authority to prescribe propanolol. It’s a blood pressure medication first and foremost, that’s how it’s FDA approved.

    So nothing off-label, nothing that is outside of those pretty strict bounds of psychopharmaceuticals, and we have to have written collaboration [00:08:00] from a client’s PCP in order to do that.

    Dr. Sharp: I was going to ask a question about the collaboration. What does that mean exactly?

    Dr. Rebecca: It’s still, in practice, getting ironed out on paper. What it says essentially is that you have to communicate with the client’s PCP. You have to have, like I said, written back and forth with them, that they’re giving not permission is not the word, but they’re giving their assent to have you prescribe this medication, and you also have to have that same collaboration if you are making any changes, whether that’s increasing or decreasing or discontinuing a medication or trying something else.

    I’m not licensed just yet. It’ll be so soon, but that’s one of the things I assume will be a stumbling block in those first few months. I just telling you, I’m going to do a soft start first, [00:09:00] just so I can iron out some of these hurdles.

    I think that was the biggest one is trying to figure out what exactly do I need the PCP to say? How and where do I need them to say that? Is it enough for them to email me or text me on my HIPAA-compliant platform to tell me this is okay, or do I need a letter? What does that look like?

    Dr. Sharp: Interesting. I’m trying to discern what the purpose here is. It’s not supervision exactly because otherwise you could just consult with a psychiatrist, any medication prescriber. So there’s some element of, is it continuity of care plus a little supervision? What’s the rationale for having to communicate specifically with the PCP?

    Dr. Rebecca: This is something that came about during the process of legislation. So [00:10:00] essentially, when the bill was written, this was not written into the bill, but this is something that some other states also use. They use it differently. From my understanding, ours is a little bit more stringent than some other states.

    And the way that it came out was that this is what we’re going to do for now. We will sunset this legislation in 2029 and have an opportunity to all go back to the drawing board to think about how this works best. And so for the first 5 or so years, this is what was agreed upon in order to get the bill passed. I don’t think it would have passed without this.

    I’m very close with Jen Lee and our CPA’s lobbyist, Jeannie Vanderberg, and they worked so hard on this. This is one of the things that came about during that process.

    Dr. Sharp: That’s fair. So we [00:11:00] have this opportunity, but what does the opportunity look like? You have to get some extra education to be eligible for this whole thing. What does that look like?

    Dr. Rebecca: You have to be a doctorate-level psychologist to even qualify for application into the program. So it’s called a postdoctoral master’s degree and it’s in clinical psychopharmacology.

    When I was looking around, there were only five schools offered it. Now, I think there may be our eight or nine that are APA approved in the U.S. and I don’t know a lot about most of them, I know quite a bit about two of them though. So I can answer questions about those two.

    I went to Fairleigh Dickinson which is in Teaneck, New Jersey, and I thought it was awesome. A great program. I thought it was hard. The program itself is 30 [00:12:00] class hours, which turns out to be 10 different classes that you have to take.

    Both of the programs I know more about, so that’s the Fairleigh Dickinson program and then there’s a new program at University of Colorado, Denver, and so that’s very exciting. It just opened August of this year and everybody’s really excited about it. It’s going well so far. It’s also 30 credit hours for that program as well.

    So everybody in both of these programs who are teaching, they know that we are full-time psychologists. Many of us have families. A lot of us are practice owners. And so they go out of their way to make it amenable to us to get through the process.

    That doesn’t mean it’s easy. Actually, I found it very challenging. The classes were definitely different than what I’m used to in terms of graduate school programming, [00:13:00] but they’re willing to work with you and to make it something that you can get through. They know you’re busy, so they try to make it as flexible as possible so you can get what you need.

    Dr. Sharp: Great. I’m looking forward to digging into the specifics of the program. I’m curious, though, you said when you were looking, there were maybe five out there. How did you choose that specific program?

    Dr. Rebecca: I chose the program for three reasons. One was that at the time, there were only two that allowed you to do almost everything online. When I was looking, it was right as COVID was cresting. So in preparation for this, I was looking at some of the different programs.

    It looks like most of them now offer mostly online. The hitch is that you have to have at least a week or some number of weeks of in-person training in order to do the clinical piece. So we have to learn nursing [00:14:00] basics. We have to learn how to do vitals and not like the cool machines that they have nowadays. We have to go old school and learn how to do the puffy blood pressure and all that good stuff which you can’t learn online.

    Dr. Sharp: Right.

    Dr. Rebecca: So I wanted a program that had something that felt reasonable in terms of in-person classes. And like I said, I’m close with Jen Lee and that’s the program she went to, and she really liked it. And so I was like, well, that’s full speed ahead. Let’s make it happen.

    Dr. Sharp: Got you. What are we looking at in terms of cost, if you’re willing to share that, and how you manage the, I’m just thinking what would that even look like to go get another masters right now? I just paid off my student loans. I don’t want any more education. What’s the financial part look like?

    Dr. Rebecca: It’s definitely doable for a full-time psychologist, for sure. I think in total mine was probably [00:15:00] between $25,000 and $28,000. It sounds like a lot, but it’s broken up pretty nicely in my program, and then also it’s very similar to the CU program where it was between $3,500 and $4000 per semester, and that’s for two classes.

    And so there are 5 semesters that you take, and those are over two years. And so it’s that $4,000 every number of months, depending on how you plan it out. And then the in-person clinical that we just spoke about was another maybe $2,000ish.

    It costs a lot because the CU program didn’t exist then but it costs probably $3,000 or $4,000 to fly out to New Jersey and to stay there. I think ours was maybe five or seven days. So that was a cost, [00:16:00] textbooks, those kinds of things.

    So when it comes to dollars that you’ll have to pay out, those costs are, like I said, doable for most practicing psychologists over that two-and-a-half-year period of time. The hardest part is the practicum that’s been, we’ll talk more about that, but 20 hours a week out of my life for my practicum has been so difficult. I can’t even let myself think about the monetary bit that I’m sacrificing because I just can’t let myself go there. So it’s a lot.

    Dr. Sharp: I get it. That might be a good segue to the actual program components and what you’ve done over the past two years. So what are the main big picture components of a program like this?

    Dr. Rebecca: After digging into it, what I realized is that it is essentially like getting another [00:17:00] half of a doctorate. All the same things we did for our doctorates; you have to do for this program also. So that’s 30 hours of classes. That’s comprehensive exams. That’s a licensure exam and here in Colorado, 750 clinical hours of practicum.

    Dr. Sharp: Okay.

    Dr. Rebecca: So it’s a lot.

    Dr. Sharp: That squeezed into 2 years?

    Dr. Rebecca: Totally. A lot of the other people I talked to are on the same boat, but we have doctorates. We know how to succeed in class. The classes, like I said, the material was very different. I hadn’t taken a life sciences class for 25 years. Anatomy and physiology at the postgraduate level, that was rough for me.

    Dr. Sharp: Of course. Give me an idea. What were the classes?

    Dr. Rebecca: There are [00:18:00] four main topic areas here. There’s the sciences classes. So there’s neuroscience, anatomy and physiology, things like that. Neuroscience was a little bit easier for me just because through some of the other graduate work I had done, I had studied a lot of that stuff, but as I said, I had not done your heart, your lungs and your kidneys for over 25 years. And so I spent so much time drawing little pictures for myself and this bone’s connected to the other bone and all that good stuff.

    So the sciences portion, that’s meant to bring you up to speed on the body and the chemical structures in your body and your brain. And then there’s a solid portion of the programming that’s meant to focus on ethics, which is very helpful because the ethics are very similar to what we as psychologists work with, but then there’s this whole new responsibility of medication management [00:19:00] and a lot of medication prescribers have very different ethics than psychologists do, but psychologist prescribers will not.

    We have to keep our psychologist ethics, which means that we can’t prescribe to people that we know. We can’t have our neighbor come in and get medication management from us because that’s a conflict of interest for us, but for many physicians and nurse practitioners, that’s not a conflict of interest but will remain so for us.

    Dr. Sharp: That raises a question for me in terms of where this practice is housed. Is this an APA oversight or is this a medical body oversight?

    Dr. Rebecca: It is such a good question. The answer is that it depends on what state you’re in. So the APA oversees the programs themselves; the educational programs. They have a process for getting accredited through APA [00:20:00] but the practice itself, in Colorado, it’s overseen by the Board of Psychologists Examiners, which is the same thing that we have psychologists adhere to in our general practices.

    In other states, it’s overseen by the medical board of state examiners. I think that there’s been some contingent about that. It depends, is the answer.

    Dr. Sharp: Okay. That’s interesting. I don’t know that that would have been intuitive to me. It’s more of a medical practice, but I also get keeping everything under APA, that seems like that would get messy if all of a sudden our practice is split between two entities.

    Dr. Rebecca: I think it gets very complicated in states, especially where the medical board oversees RxP the annotation for a prescribing psychologist. So in states where RxP is overseen by the medical [00:21:00] board. I think that’s part of the contention is that it gets a little messy maybe sometimes. I don’t know the details, but I do know that here the psychologist board of examiners oversees us.

    Dr. Sharp: I got you. Back to the classes, you said there’s a big ethics portion.

    Dr. Rebecca: Yeah. I really appreciated that because it’s hard to parse out, but then there’s the psychopharmacology classes as you would expect. There’s a series of those and the way that Fairleigh Dickinson did it is they split it up by issue like mental disorder that you might be working with. So there was one for psychotic disorders, a class for anxiety disorders, one for mood disorders, and then one for everything else.

    My specialty is working with women, girls and gender diverse people in ADHD assessment and other neurodivergences, and so I was really interested in that everything else because we did a lot of ADHD stuff during that time.

    [00:22:00] And then there’s some practice classes too. So just like we did in graduate school, there’s some classes on how do you weave together the psychopharmacology bit. And so we had some role plays and cool stuff like that to do.

    Dr. Sharp: Okay. Nice. And then from there, I guess we could talk about the practicum experience. Hold on, let me go back before we totally dive into the practicum because I think that’s a larger topic area.

    With the classes, you said that they were manageable. I know it’s going to vary person to person, but do you have any idea how much time you were spending outside of class to prepare or study? Even on a scale of 1-10, how did this compare to graduate school forgetting your doctorate?

    Dr. Rebecca: It’s a good question. We [00:23:00] had about two hours of in-person class per week, which is totally manageable to be honest.

    Dr. Sharp: It seems easy.

    Dr. Rebecca: Totally. It was the outside of class. And so no matter how much I studied outside of class, I always felt like I was missing something. It was predicated by the fact that I have a business and a family. I gave it all the time I could, but I always felt like I should have given it a little bit more time. I would say probably 4-6 hours a week outside of class on top of the 2 hours that we’re in class.

    It felt manageable. I would do it after my kid went to bed. A lot of nights, I would take my reading with me to, if I got to get away to go to the gym, sometimes I would just peruse the material. I did a lot especially when studying for the licensure exam just because I’m a neurodivergent person myself and when my body’s moving, I can get hold of information a little bit [00:24:00] easier.

    Dr. Sharp: Oh yeah.

    Dr. Rebecca: I tucked it in where I could make it work, whereas with practicum, you can’t do that. You have to schedule those hours. It’s a little bit harder.

    Dr. Sharp: Right. I would have to imagine that that experience of feeling like you’re missing something or could do more is pretty common. Do you know right offhand how many folks are doing this around another career versus just going straight to into it from graduate school?

    Dr. Rebecca: 100% of the people in my cohort, 100% of us were in our 40s or late 30s and been doing this for some number of years. So this is definitely, we were all working. There was one student who I got close with. It was pretty remarkable. They worked for a government incarceration facility five tens and also did this. And so I was just [00:25:00] like, that’s amazing.

    Dr. Sharp: It’s all relative, I guess, man.

    Dr. Rebecca: The life-work balance is really not there when you’re in this program. I would just go ahead and say that. So go ahead and put that on the back burner for a little bit, and then you can come back to that when practicum is almost over.

    Dr. Sharp: Let’s talk about the practicum and then I definitely want to come back to two things around work-life balance and also what I would perceive to be a pretty humbling experience of going back to school and being a learner again versus an expert. We can bookmark those, but I do want to hear about the practicum.

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

    Dr. Rebecca: Let me tell you about the practicum. I do want to touch really briefly before we get there, though, on the two next steps that are in between our comps and then the…

    Dr. Sharp: Oh yeah.

    Dr. Rebecca: So at Fairleigh Dickinson, and I think every program does it differently, but the one that I went to, the comps were a three-hour open book test, I think it was 200 questions though in 3 hours. So it was quite stressful. And so [00:28:00] that was really tough.

    In my graduate program, we had a written comps and also a practice comps. And so it was half of what I had to do for graduate school, so it was only like the written portion. It was a very stressful test.

    It was nice that it was open book, but it barely mattered because there were so many questions you had to answer that it was like one a minute or even faster. Maybe it’s 200 questions, I forget, but I think I repressed that because it’s a little stressful. A lot of folks take them two or three times and that’s totally fine. They’re quite stressful.

    I went ahead and took the comps last October. And so since I had already studied so hard for those, I went ahead and just scheduled my licensure exam for late January so that I could just continue studying from there and go right into the [00:29:00] licensure exam.

    The licensure exam is called the prescribing exam for psychologists. It is a whole entire beast hands down. I would say in my personal experience, three times harder than EPPP.

    Dr. Sharp: Oh my goodness. I was going to ask compared to the EPPP, three times harder.

    Dr. Rebecca: But coming from a person who had zero life science experience, 1999 until whatever I took the exam.

    Dr. Sharp: What made it so tough?

    Dr. Rebecca: That was a huge part of it. They wanted you to know …

    Dr. Sharp: It’s the biology.

    Dr. Rebecca: Yeah. They wanted you to know how many nephrons per millimeter? I’m just making that up, but they wanted you to know the nitty-gritty and it was very foreign to me.

    If [00:30:00] you’re somebody who has a biology degree or any of those kinds of things, then it’s probably going to be a lot easier for you. Also the neuroscience piece of it, of course, and I absolutely agree with this; they want you to know as much as a psychiatrist.

    And so the way that the exam was explained to me was that we should study for this exam by studying for the psychiatry boards minus the neurology portion. What I understand is that psychiatrists in Colorado have to do a license for psychiatry and neurology. So they have to know a lot about like what are the five signs of a migraine and those kind of things.

    I saw a lot of those questions when I was studying and tried to skip over those but we had to know all of the same information about neuroscience as was on the psychiatry boards. [00:31:00] So I studied for the psychiatry boards. There were two books that had practice tests in them. I took every practice test available for the psychiatry boards. It was a lot.

    Dr. Sharp: That sounds intense.

    Dr. Rebecca: It was exactly for me. It was very similar to the way the EPPP was. I would study all during the week. I made it a million note cards. I had color-coded everything. And then on the weekend, I would take a practice test and then cry a little, mourn a little bit then start Monday over.

    Dr. Sharp: It’s relatable. Is it the same experience? Yes.

    Dr. Rebecca: To me, very similar as the EPPP but with the EPPP, it’s stuff that I am passionate about, love and still use to this day; most of it. There’s 8 of 10 sections were things that I was super interested in. And [00:32:00] as a neurodivergent person, that felt really fun to just get that material but some of this stuff I was like, I’ve never heard these words in my life and so let me just figure out what this means real fast.

    Dr. Sharp: Oh my gosh. It sounds super tough. I’m just thinking what would it be like to go back to that. It feels challenging. I know we’re going to talk about the time and how to fit this in and you’re almost done.

    Dr. Rebecca: Totally. That was the biggest part was finding the time for those kind of things. And then we do come to the practicum and that’s been absolutely positively by far the hardest part that I’ve done so far for myriad reasons why it’s hard.

    Even the way it started, it was so hard to find somebody who would supervise me. This law passed, the governor signed it in early March [00:33:00] 2023 and I started looking for a practicum in about May 2023 when I got the awesome opportunity to present to both the House and the Senate here in Colorado on behalf of RxP.

    Once I realized how much momentum the bill had, I was surprised and in awe of Jen and Jeannie who really did this. And then I was like, oh, that means I have to have a practicum real soon. So let me ask everybody I’ve ever met.

    So the way that this process worked for me, I worked at a large university system for a long time, and I discontinued that job to start my practice before the bill passed. I think in a lot of ways, it could have been a little smoother before the bill passed to get a [00:34:00] practicum because I think that people were like, whatever, it’s this cute little program that you’re doing, it doesn’t have any teeth.

    So I worked in a fantastic amazing women’s specialty primary care clinic with eight physicians and for the most part were all like, yes, absolutely. I will support you. I will supervise you. This is no problem. My medical director is just an amazing human and went to bat for me so hard to the system, really tried her hardest to make it so that I could do my practicum at that amazing space, this women’s primary care.

    After the bill passed, the system itself decided that there was going to be no RxP trainees until some big decisions were made. And so even up until this day, this is a year and a half later, [00:35:00] there are mostly no RxP trainees in this gigantic system, that is the academic system.

    Dr. Sharp: Which eliminates a huge pool of potential training experiences or practicum, right?

    Dr. Rebecca: Gigantic. We have to be supervised by an MD or a DO. And something that I observed and this is my personal experience while doing this is that family medicine doctors are so open to having psychologists around and not that other disciplines aren’t, but that family medicine doctors are uniquely excited to have colleagues in the mental health business.

    And so many of them are under this gigantic umbrella, and so it really took the wind right out of my sails. I thought I [00:36:00] had a whole practicum placement that was somewhere that I loved; I loved the women I worked with, I loved the clientele and I was so excited, and then all of a sudden to be like, nope, you have to start from square one.

    Dr. Sharp: That’s brutal. So you can’t go in this big system. So then you’re looking at private practices, small independent medical practices, what else?

    Dr. Rebecca: I just hit the ground with my boots on and really started using every network I’ve ever made to try to find someone who would do this. I was honored and privileged to be a president of CPA six or seven years ago, and through that, had a lot of networking connections, both psychologists and physicians and started there.

    I think I asked every psychologist I’ve ever met [00:37:00] in Colorado if they knew of any physicians who would be open to this, and Jeremy, thank you, your connection is one of the three rotations that I ended up at.

    Dr. Sharp: I’m so glad that worked out.

    Dr. Rebecca: Oh my gosh. It was an amazing experience, a truly amazing and honestly, life-altering experience for me to work with Dr. Craig Heacock. He’s out of this world. I was telling you a little bit earlier that I’m going to not completely shift, but part of my practice is going to shift into doing some psychedelic work and all that was due to the influence of Dr. Heacock. So he’s amazing.

    Dr. Sharp: A former podcast guest. Great psychiatrist here.

    Dr. Rebecca: Totally. Oh my gosh. It was so much fun to work with too. I’m not even exaggerating, I probably asked 100 psychologists if they knew [00:38:00] anybody. As a neurodivergent person, the rejection sensitivity that I had to just like …

    Dr. Sharp: That sounds brutal.

    Dr. Rebecca: Oh, gosh. And wade through, it felt brutal because once I had asked all of the psychologists that I know here locally, if they knew somebody, so many people were super helpful. They’re like ask this person.

    So then I started to ask people that I didn’t know, but I was recommended by other behavioral health professionals. And so I would cold call them like, hey, here’s who I am. Here’s what I’m doing. Is there any room for a trainee?

    The variety of responses I got back was just out of this world. And so some people were quite nice and saying, I’d love to help. I just don’t have time. My practice isn’t set up for a student. [00:39:00] I totally understand. As a practice owner, I get that.

    I was very thankful for people who let me down that easy. Thank you for those humans out there, those kinds of things. And some people were brutal, just so rude because I was asking a lot of psychiatrists and other people who were doing this work, and it wasn’t psychiatrists specifically who were rude, but I got a lot of, like I said, brutal responses about how psychologists shouldn’t be prescribing and like, I won’t supervise anybody who hasn’t been to medical school. And if you wanted to do this, why wouldn’t you just go to medical school and just sort of like ouch.

    Dr. Sharp: For sure. I could totally imagine that. I think that’d be really challenging. It’s a hard process [00:40:00] to put yourself out there like that. I can imagine there’s a lot of understandably protectiveness from the medical field. It’s probably like we feel about master’s folks doing testing or something like, is this legit? How can I trust you? And all that kind of stuff, but it’s really hard when you’re the person asking.

    Dr. Rebecca: I think to my knowledge; I might be the first person who has got all my training in Colorado who will be licensed in Colorado. I think there are maybe five or six people licensed in Colorado who came through other states first. I think I’ll be the first person who’s done this start to finish here.

    And so I was introducing a lot of people to the idea. They didn’t even know that psychologists can prescribe. And then they’re like, what, psychologists prescribing? I got the full fire of I think they’re processing through, that like this is a thing that’s happening now.

    [00:41:00] Dr. Sharp: That’s such a good point.

    Dr. Rebecca: It was a small percentage of people, but I like that those responses just really stuck with me because it just felt really hard. And it felt hard to be somebody who’s been a behavioral health practitioner for 20 years and worked with so many physicians and had beautiful collaborative relationships and then just to have this really intense negativity, it just felt really gross, really yucky to me.

    And you know what, the three that I ended up with were great fits. Those were not going to be a good fit for me and that’s fine. And so the three people who were willing to supervise me, I have learned a ton from. I’ve had awesome time going through and learning more about what their practices look like. I’ve been really thankful for their supervisions.

    Dr. Sharp: It’s great to hear. I imagine there’s, like you said, a component to people just not being used to it, [00:42:00] and that means, well, and Amy did a program in another state, so it’s not like there’s a wide network of practicum experiences to pick from like probably most of us get in graduate school. They plug and play. We just go to the sites that have been established, but you were just blazing a totally new trail here in Colorado. And that just sounds like a complete uphill battle. It sounds really hard.

    Dr. Rebecca: It was rough. I think for people who are thinking about it now, you will have a very different experience. I know Amy Wachholtz who’s incharge of the CU program that we discussed earlier, she’s actively working so hard to to forge these collaborative relationships and to open up these doors. There’s an RxP division of Colorado Psychological Association, and the head of that is working very hard also to create these collaborative relationships.

    There are a lot of people doing a lot of work to get headway in these [00:43:00] areas and as more supervisors have experience with prescribing psychologists. And like I said, my entire cohort was people who have been practicing for years and so I can imagine that some supervisors, hopefully most, will have a psychologist student come in and they’ll be like, oh, you have all this knowledge or all this experience that we can collaborate together to make our patients or clients lives better. And so hopefully, if they have a good experience, then they’ll be willing to take on more psychologists also.

    Dr. Sharp: Sure. So the finding the practicum was challenging to say the least. What about the experience itself? You mentioned the time commitment. Were there other challenging aspects?

    Dr. Rebecca: Oh gosh, yes, absolutely. I think the time commitment is a huge part of it, but I didn’t expect to go through this, [00:44:00] but I had a weird moment where it felt really uncomfortable to be a beginner again.

    Dr. Sharp: Oh yeah.

    Dr. Rebecca: It’s not something I’ve struggled with my whole entire life, but like I said, I’m not young anymore. I guess young is relative, but I feel relatively old. How about that? I think also I’m not even an early career psychologist anymore, which is 10 years after you graduate. And so I think that in most areas of my life, I’m in a position where people are looking to me for the answers.

    Dr. Sharp: Yes.

    Dr. Rebecca: I feel like I know those answers, or if I don’t, I can connect people to the spaces where they need to go to get them. And I have a very specific niche and I am so passionate about this thing. I just snack on the details of it. Even in my free [00:45:00] time, I just want to know more about women’s ADHD, you know what I mean? So my depth and breadth of knowledge in this one space is significant.

    I have to honestly, just start all over and I just kept having these experiences where I was like, why is this so hard for me? There was a time in working with Craig and he was the first, I started with him, which like I said, it was an incredible experience. His notes has a little two sentence summary where it says just what you would expect like this is what this person’s here for, this is what they’re diagnosed with, here’s the plan going forward.

    And even that, I kept getting tripped up on. I kept getting so frustrated. Craig kept saying, no, Rebecca, just say it because psychologists are trained differently than psychiatrists. We’re trained to say, this person is [00:46:00] here, and because of A, B, C, D, and E, I believe their diagnosis is bipolar disorder or ADHD or whatever, and Craig was like, stop it, stop with the A, B, C, D, and E, just put that he’s here because he has bipolar disorder, and move on. It just felt so foreign to me.

    He was very nice, very helpful and really was like, okay, this is a psychiatry versus psychology. He’s very psychologically minded to be cognizant and so I think he was able to be like, okay, let me just parse this out for you. This is how we can put them together. So it was helpful.

    Every practicum I’ve been in so far, I’ve had moments where I’ve just been like, why can’t I get this? Why is this hard for me? And so it’s been very humbling, which we all have room to be humbled. So that’s fine but it’s [00:47:00] been a challenge also.

    Dr. Sharp: Absolutely. We’ve talked a little bit about this off mic, but I think that would be incredibly challenging. I’ll be the first to admit, I really enjoy being seen for better for worse as an expert in many regards in many facets of my life. I think that to go back to this beginner’s mind or like a true learner, it would be so hard. It’s a vulnerable place to be so I have a lot of admiration for going through that process.

    Dr. Rebecca: Thank you. To piggyback off of that, I think the three supervisors that I had, I know that they knew I had expertise in a very specific area but I struggled with how to show up with that expertise in their environment.

    Dr. Sharp: Right. Do you come on really strong and overplay [00:48:00] it to make sure they know, or do you sit back and play it cool? Navigating all that sounds so hard.

    Dr. Rebecca: Right. And so I was very lucky and got to work with a psychiatrist who has a very similar client population to mine. She was awesome and I didn’t want to interrupt. She was doing her thing and I didn’t want to jump in and be like, and there’s this, do we think about this part?

    And again, it’s a difference between the models in a lot of ways that psychologists, and this is my own experience and this is me, I am long-winded and I want to say 15 reasons why I think this is what’s happening and examples of how it fits and all these things. It’s sometimes not how it happens in not a psychologist environment. You know what I mean?

    So it was [00:49:00] hard to try on different how do you show up here for those things. I went through all of these things probably all practicum students go through like, am I disappointing my supervisor? Do they want to know more? Should I be saying more? Am I saying too much? Should I be backing off?

    Dr. Sharp: I’m trying to paint the picture of the context here, you’re in the exam room, so to speak, with the physician and seeing the patient together. It sounds like there’s a lot of negotiation, either explicit or implicit around who takes the lead? When do I jump in? What do I say? Can I offer expertise or do I need to defer? It’s all those interpersonal dynamics that are hard, not intuitive necessarily unless you talk about it with the person.

    Dr. Rebecca: That’s exactly right. I think Craig, like you [00:50:00] said, intuited that I was like, it’s not like I have something to say and started like halfway through the initial appointment, he’d be like, okay, Dr. Richey, do you have something that you want to say? I would say like, is it okay if I just go and we can continue from here. And so we got into a really beautiful rhythm where we were just bouncing off of each other.

    Now, my longest practicum is in pediatric primary care. So it’s a whole entire different story, really different. And that’s been awesome also, an eye-opening experience in lots of different ways.

    I realized at one point especially in not psychiatry, that it’s hard to understand how physicians are integrating the information that we give them from psychological testing and how [00:51:00] they’re using that information in the clinical room. And so part of what I’m doing, in most practicum that I’ve done, I’ve offered something in order to be there just because I’m blazing this path in some ways.

    That’s what Jen Lee recommended. She had offered some integrative services at her practicum. So I’m doing some advanced screeners for ADHD and two other neurodivergences in the pediatrics clinic that I’m in.

    In the first time that I started to work with the physician came out a kid who was definitely struggling with some ADHD stuff, took the report to the physician. It was just a little two-pager going over some stuff, gave it to her and she just peeked at it and was like, great, I see the diagnosis, let’s go talk to him.

    And she said, before we went in, we’re going to have to talk to him about his sleeping [00:52:00] schedule, we want to make sure that he’s eating appropriately. I was like, oh, I already know all that because I did a screener with him. And she was like, oh, you know a lot about this kid and this family.

    Dr. Sharp: Oh, interesting.

    Dr. Rebecca: And so putting all that together is, like I said, been an eye opener. And also it’s been interesting to me to think about how much advantage we have as psychologists prescribing because we’re going to know these people like psychologists, like inside and out.

    Dr. Sharp: Right. I could see it being a really nice adjunct to testing.

    Dr. Rebecca: Absolutely. Just gorgeous in my opinion. As you know, you and I’ve talked before about the struggle with what to do with the RxP because in every program I know, but in my program, I heard several times, we’re not supposed to be junior [00:53:00] psychiatrists. That’s not our job. We’re supposed to be psychologists who do psychology, who have an extra tool in our toolbox to offer clients.

    And that feels like a better fit to me than just lining up people to talk about medicines because I am passionate about what I do and I love what I do. And so having gone through all of this processing from about it and what’s this going to look like, that’s my plan is to continue doing assessment and then have a tool on the backend for women, girls and gender diverse people that I work with; do you want to do medication management here?

    Dr. Sharp: Right.

    Dr. Rebecca: I’ve already talked to your PCP. We’re already like this, why don’t I just call them up and see if they’re a go with this medication I have in mind for you?

    Dr. Sharp: Yes. I wanted to definitely ask about how you’re going to integrate this [00:54:00] into your business. I have a lot of questions around that. I could see it flowing really nicely post-testing.

    There’s a side question there that just popped into my mind about, I guess it’s an ethical question where if you’re doing the testing and recommend medication, what are the considerations so then just have to be mindful of knowing that you could prescribe and maybe you want to keep them, how do you navigate that? That’s maybe the first question.

    Dr. Rebecca: It’s an excellent question. Because this is so new, I don’t think there’s a concrete answer. So I have elaborated with lots of people, some professors and other people who are prescribing already and asked some of these questions because whether you’re doing therapy or assessment, you’re going to have already worked with this [00:55:00] person and also then be offering them medication management unless you just switch your model and do that like primarily medication management.

    I don’t think that’s what appeals to most psychologists who might go down this path. I think that it sounds and feels so much better to us to think of it as I’m going to keep doing the job I’m doing, which I love, and I’m going to be able to offer just something else on top of what I can already offer.

    So in all of the collaboration I’ve done, just asking people who know more than I do about it, what I’ve gathered is that you have to have very clear and open informed consent about it describing that I can do your testing and after we’re completed testing, then we can talk about medication management, if that’s something you consent to, and also being very clear about it in the beginning about what that’s going to look like, what the nature of that relationship is going to [00:56:00] be, when it’s going to change, how it’s going to change. Having everybody onboard is the safest path for this, but I think there’s going to be a lot of ethical gray areas in those terms.

    Dr. Sharp: That’s fair. I think there’s always some element of building the plane while it’s flying. We take our best guess with this legislation and the guidelines, but when you get into practice, you run into issues but I think some of us in some ways have navigated a similar situation. If we offer therapy or any other adjunctive service to testing, you have to cross that bridge of, okay, am I recommending this because I want the person to stick around and just do it with me or am I recommending it because it’s actually helpful and it’s going to benefit them. So hopefully not totally uncharted territory.

    Dr. Rebecca: I think [00:57:00] the secret weapon there is having people who are smarter and have been doing this for longer than I have been doing it rely on, to say like how would you do this? Just getting a variety of input about what they would do and then I think that if a problem arises, then those are the pieces that are important to present that this came across this decision, those kind of things.

    I’m going to keep Dr. Heacock as my supervisor even after. Yes. I’ve already set up meetings with him so that I’m going to be staffing most cases with him for medication management and I’ll do that until I feel 100%. So who knows when that’ll be, but I’m putting the pegs in place to have a safe practice.

    Dr. Sharp: That’s great. Which brings up a super practical question, so these programs are meant to be all inclusive like when you’re done, you’re ready to roll. You’re [00:58:00] licensed, so to speak. There’s no like postdoc or post-program training that you have to do to be ready and fully licensed.

    Dr. Rebecca: So kind of yes and no. Technically for the program that I’m in, you only have to do 400 hours of practicum, but since I’m in Colorado, it’s 750 hours. And so it depends on what state you’re in. And also some states, I believe, do you have, for the two years after you’re licensed, you do have to have a supervisor who can stick with you in addition to PCP. So I think it depends on what state that you’re in, but in Colorado, once you have your 750 hours, you’ve passed the PEP, you’ve graduated from your program, you’re good to go.

    Dr. Sharp: Okay. Another very practical question, do you have any idea how this impacts liability insurance?

    Dr. Rebecca: I expected it to be horrendous and to just work over piles of [00:59:00] cash. I’ve not crossed this bridge yet, but what I hear from others, it’s actually not that bad.

    Dr. Sharp: Okay, that surprising.

    Dr. Rebecca: I don’t know. One of the things I want to mention too, is that for practicums, a lot of the big systems that I asked if they wanted to supervise me, they will come back and say, we’re not sure because of liability and because of credentialing. Neither of those are actually a huge concern because you don’t need to be credentialed because you’re working underneath an MD or DO, just exactly like when we were students, we couldn’t be credentialed psychology students, but we worked under a credentialed and licensed psychologist.

    And also the liability, so from what I hear, the liability and I don’t know, I have never done budgeting for a large system, but you know what I mean?

    Dr. Sharp: It seems like of all the things to be concerned with, 5 hours a week from psychology student probably isn’t going to break the bank. [01:00:00] That is interesting though. That raises another question about how is this going to work with credentialing and if we wanted to bill insurance, is that going to fly? Are we going to have those CPT codes on our fee schedules?

    Dr. Rebecca: We do. I hate to sound like a broken record, I do think it depends on what state you’re in. So I just saw old discussion about this. The Division 55 is a great resource if you’re somebody who wants to learn more about this. So this is APA’s, Division 55 is all RxP.

    And there was a very healthy discussion on the listserv recently about the E and M codes, so for every psychology code that we use, there’s a sibling CPT code for E and M, which is, oh, gosh …

    Dr. Sharp: Evaluation and management.

    Dr. Rebecca: Yes. Thank you very much. And specifically, those are for medication management. And so I know that in at least two states, two of the seven, insurance companies are reimbursing psychologists for E and M codes. I know for at [01:01:00] least one other state, this is still a battle.

    I don’t know what it looks like in Colorado yet. It’s on my list of things to do before licensure day to go spend two days with a prescribing psychologist because those are the questions that I still need, the logistical stuff is stuff I still need answered.

    Dr. Sharp: Okay. Gosh, this has been so informative. I feel like we’ve covered a lot of ground in a short period of time. I really appreciate it.

    Just to start to wrap up, people who might be interested in going down this path, are there any resources that you found helpful or even just reflecting back on your own experience, things to think about, things to consider?

    Dr. Rebecca: Yes. I came up with a little 3 steps to knowing if you’re ready.

    Dr. Sharp: I love a good 3-step process.

    Dr. Rebecca: Let’s do it. And these have nothing to do with the programs or finances or anything. This is like, can [01:02:00] you do this? Every psychologist is academically prepared to do this. So don’t let that stand in your way.

    The biggest thing that’s been hardest for me is the time. And so before you start to do the legwork to see if you can do this, I would absolutely positively recommend getting your supports in place and getting your supports underneath you; making sure that they’re there, that they understand what you’re doing, what that’s going to look like, what’s it going to feel like for them and what is that?

    Like I have potentially the most amazing partner in the entire universe who was so supportive and knew that this year was going to be hard financially for us, and I was also probably going to be grumpy a significant portion of the time because I’m not going to put my business aside to do this. So I’m working sometimes 60, 70, even 80 hours a week, and [01:03:00] this is what it takes to get through it.

    So without him, I could not have done this, 100%. I’m a mom. There were so many times where he took one for the team and was primary parent for longer than probably was comfortable. I can’t get her to school or take her home from school on days when I have practicum and so my dad stepped up to get her to school and back a lot of the time, which has been incredibly helpful.

    I have three or four excellent friends who have been incredible at stepping up and taking her when I can’t. I have 8 hours study day today, I have to get through chapters five, six and seven. And so that you know, they took her to the circus and the museum. Having your community understand what you’re doing and [01:04:00] understand the support you’re going to need and having them say, yes, I’m going to be here for you is number one.

    Dr. Sharp: That’s huge. I’m so glad you highlighted that.

    Dr. Rebecca: Oh, I really couldn’t have done this without my community 100%. My daughter even asks me, she had to go to a camp that she absolutely hated the summer, poor thing, at YMCA camp. And she was like, “Mama, why am I doing this again?” And I would tell her, this is not forever. We’ll talk about next summer. So even she, without knowing it had to be on board.

    Dr. Sharp: Right. That’s funny.

    Dr. Rebecca: I think relative to that, I would definitely encourage you to go ahead and hire people that you think you’re going to need in your business. So I’m a practice owner too, and without the people who work in my business with me and for me, I absolutely could not have done this.

    I don’t have time to do payroll. I simply don’t. And so I outsourced that. I don’t have time [01:05:00] to do all the paperwork kind of stuff, I got help with those things because I knew I didn’t have the time and patience to sit on the phone for an hour with an intern’s company or whatever, and so I outsource a lot. I thought of that. I knew it was going to be a financial burden to me, and it has been, but that’s okay. I think of it as self-care.

    Dr. Sharp: Makes sense. You got to think ahead to what you’re going to need before you need it to create time for yourself and put systems in place.

    Dr. Rebecca: The second step is having an idea of how you’re going to use this because I think I have wanted to quit more in the past 6 months than I ever wanted to quit during the actual academic portion of this. So having an idea of why you want to do this, how you want to do it and what that’s going to mean to you and to your practice going forward is imperative. So like anything else, having your why set out. If you don’t have the right [01:06:00] motivation, you might struggle more to keep your head above water.

    Dr. Sharp: Yeah.

    Dr. Rebecca: And then I think the third thing, having a plan for what you’ll do when you get to the point where you’re like, this is not worth it. I’m done with it and just setting it down. Who are you going to turn to? What supports do you need in place for that? Are you going to take two days off and disappear into the mountains? Will you sit in the hot springs for a day and then will you feel better after that? What do you do to keep you motivated and keep you going?

    Dr. Sharp: This is good. I can tell you thought through this so much. This feels very deliberate. Maybe it didn’t feel that way along the way, but looking back, I think that’s so valuable just to be able to say, here’s what went well, here’s what people can do if they’re thinking about it.

    Dr. Rebecca: And I really hope more testing psychologists do it. I think that giving my own experience that I [01:07:00] had the great fortune to meet so many amazing testing psychologists at your retreat last year. I think one thing that I noticed that we all have in common is that we all really love the data. We want to get our fingers into the numbers. The charts and the graphs are so yummy.

    Dr. Sharp: Yes.

    Dr. Rebecca: And I think that medication management is very much the same way. There’s a lot of data involved and a lot of like, here’s who this works for, and here’s who it doesn’t, and this is what this looks like. I think there’s a lot of science parts to it that I think testing psychologists will especially naturally think is a good fit.

    Dr. Sharp: Yeah. That’s great. It seems like a natural connection. I’m excited about it. I haven’t dared to ask my wife if this would be feasible yet but [01:08:00] we’ll save that for a little while later. I hope that folks listen to this, maybe feel hopeful and start to go down this path, and if nothing else, coming back to what we talked about at the beginning, access is super important and this is definitely an area where we could use more access.

    Dr. Rebecca: Truly. I think that’s part of what’s kept me going, it’s just thinking about every woman or girl or gender diverse person that I test and they come to, okay, I have ADHD, what do I do? And you’re going through that list of recommendations with them, here’s this one and here’s that one, and then you get to medication management and they’re like, how do I do that? And you’re like, yeah, how do you do this? Yes.

    And so imagine 6 months from now being able to say, we talked about it before and if you’re open to it, then you can do that here.

    Dr. Sharp: I love that. It’s a nice, hopeful, optimistic note to end on. Thank you so [01:09:00] much for coming on here, Rebecca. It was great to chat with you, we talk offline, but it’s cool to hear about your experience and share it with other folks.

    Dr. Rebecca: Yeah. Thank you so much for having me. I’m always happy to talk about this. I’m happy to be a resource for anybody out there who has questions or just wants to chat, in between practicum and all that good stuff, we will find time, but let me know if anybody wants to reach out.

    Dr. Sharp: That sounds great. I appreciate it.

    Dr. Rebecca: Thank you, Jeremy.

    Dr. Sharp: All right, y’all. Thank you so much for tuning into this episode. Always grateful to have you here. I hope that you take away some information that you can implement in your practice and in your life. Any resources that we mentioned during the episode will be listed in the show notes so make sure to check those out.

    If you like what you hear on the podcast, I would be so grateful if you left a review on iTunes or Spotify or wherever you listen to your podcasts.

    And if you’re a practice owner or aspiring practice owner, I’d invite [01:10:00] you to check out The Testing Psychologist mastermind groups. I have mastermind groups at every stage of practice development; beginner, intermediate, and advanced. We have homework, we have accountability, we have support, we have resources. These groups are amazing. We do a lot of work and a lot of connecting. If that sounds interesting to you, you can check out the details at thetestingpsychologist.com/consulting. You can sign up for a pre-group phone call and we will chat and figure out if a group could be a good fit for you. Thanks so much.

    The information contained in this podcast and on The Testing Psychologist website are intended for informational and educational [01:11:00] 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!

  • 475. Prescription Privileges for Psychologists w/ Dr. Rebecca Richey

    475. Prescription Privileges for Psychologists w/ Dr. Rebecca Richey

    Would you rather read the transcript? Click here.

    I’m so fortunate to have my friend and colleague, Dr. Rebecca Richey, here to talk about her journey to becoming a prescribing psychologist. Many of us, myself included, have watched with interest as psychologists have been granted prescribing privileges in more and more states. Rebecca is nearing the end of the process and shares all of the ins and outs to obtaining prescription privileges. These are just a few topics that we cover:

    • Definition of prescribing authority for psychologists
    • Programs available to obtain prescription authority
    • Logistics, cost, and format of the educational and practicum experience
    • Thoughts on integrating prescribing privileges into an existing private practice

    Cool Things Mentioned

    Featured Resources

    I am honored to partner with two AMAZING companies to help improve your testing practice!

    PAR is a long time supporter of the Testing Psychologist podcast, and I will continue to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com.

    TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing

    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!dit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

    About Dr. Rebecca Richey

    Dr. Rebecca Richey is a licensed clinical psychologist, a licensed clinical social worker, a certified addictions counselor, and will soon be one of Colorado’s first psychologist prescribers. She is the Clinical Director of Colorado Women’s Collaborative Healthcare, a Colorado nonprofit focused on providing neurodivergence testing to women, girls, and gender diverse folx.

    Get in Touch

    About Dr. Jeremy Sharp

    I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

    As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

    Ready to grow your testing services? Click below to schedule a complimentary 30-minute pre-consulting call!

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  • 474 Transcript

    [00:00:00] Dr. Sharp: Hello everyone. Welcome to The Testing Psychologist podcast. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    This episode is brought to you by PAR.

    Psychologists need assessment tools for a more diverse population these days. PAR is helping by making many of their Spanish Print forms available online through PARiConnect. Learn more at parinc.com\spanish-language-products.

    Many of y’all know that I have been using TherapyNotes as our practice EHR for over 10 years now. I’ve looked at others and I just keep coming back to TherapyNotes because they do it all. If you’re interested in an EHR for your practice, you can get two free months of TherapyNotes by going to thetestingpsychologist.com/therapynotes and enter the code “testing”.

    Hey folks, welcome back to The Testing Psychologist podcast. Glad to be here as [00:01:00] always. As you can see, it is getting dark in Colorado pretty early here.

    Today, we’re talking about KPIs or Key Performance Indicators. You’ve probably heard business consultants or practice owners talk about KPIs. I’ve talked about KPIs here on the podcast, but at best, I think KPIs are a vague concept to most of us since we didn’t have any training or education on this when we went to grad school. So whether you are running a solo practice or a large group, you’ll want to pay attention to at least a few metrics or numbers to keep tabs on the health of your business. That is what a KPI is.

    This episode is meant to demystify KPIs a little bit. We’ll talk about what they are, which ones to track in your practice, and we’ll talk about how to track them. I’ll try to cover all the bases with KPIs.

    If you are a practice owner or hoping to launch a practice, The Testing Psychologist mastermind [00:02:00] coaching groups are starting new cohorts in January 2025. So whether you’re a beginner or you’ve been at it for a while and feel overwhelmed or you’re an advanced group practice owner dealing more with CEO kind of stuff, people stuff, visioning, and business development, there’s a group for you. You can go to thetestingpsychologist.com/consulting and sign up for a pre-group call to see if it’s a good fit.

    For now, let’s get into this discussion of Key Performance Indicators.

    All right, everybody, here we are. We’re talking about Key Performance Indicators or KPIs. We’re diving into the what right away. So what is a KPI?

    History-wise, there is some loose [00:03:00] research to suggest that 3rd-century Chinese leaders were the first known instance of rudimentary KPI measurement. They measured the performance of Royal family members against expectations. Folks are calling that the first instance of a KPI, but most people would say that KPIs got started in the early 20th century with a guy named Frederick Taylor who was an expert in “scientific management”.

    Doing the math, you could guess that KPIs got popular with the advent of the Industrial Revolution when people started paying attention to productivity, for better or worse. And so, here we are, 100 years later, still talking about KPIs.

    What they are essentially is that, KPIs (key performance indicators), are metrics or numbers that you track and ideally compare against a standard of some sort. [00:04:00] What does that mean in the context of our practice?

    Examples would include revenue per week, incoming calls per week, or conversion ratio for incoming calls, for example. These are metrics, numbers, or statistics that you are paying attention to, and like I said, ideally comparing against a standard or a goal if you want to think of it that way.

    Why should we care about KPIs?

    KPIs are important because, again, another quote, ” What gets measured gets managed.” If you have no investment in running a successful business and genuinely get a lot of joy and fulfillment from randomly answering the phone, booking people whenever you feel like it, and completing evaluations or not without any concern for being paid, then you may not need to track KPIs; if you’re truly just doing it for fun.

    But most of us want some indication [00:05:00] of how our businesses are performing. That’s where KPIs come into play because if you’re tracking and measuring different metrics, you’ll know if you are growing or the practice of shrinking, if you’re collecting the money you’re owed, if you’re charging appropriately, and any number of other things that are relatively important to financial, operational, and logistical health of your practice. Hopefully, that’s enough of a rationale. I like to remember that phrase, ” What gets measured gets managed.” So the things you pay attention to are the things that you are going to have the most control over and can manipulate and tweak as much as you would like.

    Which ones of these metrics matter?

    I’ll give you two possibilities to start. There are basic metrics that I think every practice should track, and then there are the additional metrics that my practice tracks, and then you can add anything [00:06:00] that would give you the info that you need. If you’re struggling with what to track, I think about the advice of my EOS consultant, and the way that he phrased it was, if you’re on the vacation of your dreams, what metrics would tell you whether you can relax and have another margarita or need to fly home immediately? Those are the metrics you need to pay attention to. Those are the numbers that you should be tracking relatively regularly in your practice.

    I’ll give you some examples of that and you can pick and choose whatever you think makes the most sense for you.

    Basics, I would say the number of incoming calls. This is a reflection of the health of your referral network. The number of intakes booked. Calls are one thing, but the number that you book is, I’d say, the more important thing. And this is, of course, assuming that people follow [00:07:00] through with testing after booking an intake, but the number of incoming calls, the number of intakes that you book, this will give you another metric, which is the conversion ratio for your incoming calls, which I think is important. What percentage of those incoming calls get booked? I think tracking weekly revenue makes a lot of sense. If you do not collect weekly, certainly bi-monthly makes a lot of sense, but tracking revenue in some kind of regular format. Also tracking completed sessions or billable hours per week, because this is a leading indicator not a trailing indicator of revenue. If you know how many billed hours you had per week, that will give you a little bit of the ability to forecast how much revenue is coming in in the coming weeks. So those are the basics.

    Now, what [00:08:00] are some additional numbers that we track?

    We’re an insurance-based practice. We are still 78% insurance-based. So we track patient aging and insurance aging; essentially, how much is outstanding on the patient side, and how much is outstanding on the insurance side? We track notes that are more than a week old. So any appointments that do not have a completed note associated, because again, if notes get too old, that can affect cashflow because we can’t submit claims until those notes are finished. We track monthly profit margins. So this is a once-a-month number. We track the percentage of private pay clients because if any of you have listened over the last couple of years, you know that we’ve been making a slow, but steady push toward more private pay clients. So we track the percentage each week.

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

    Y’all know that I love TherapyNotes, but I am not the only [00:09:00] one. They have a 4. 9 out of 5-star rating on trustpilot.com and Google, which makes them the number one rated Electronic Health Record system available for mental health folks today. They make billing, scheduling, note-taking, and telehealth, all incredibly easy. They also offer custom forms that you can send through the portal. For all the prescribers out there, TherapyNotes is proudly offering ePrescribe as well. And maybe the most important thing for me is that they have live telephone support seven days a week. So you can talk to a real person in a timely manner.

    If you’re trying to switch from another EHR, the transition is incredibly easy. They’ll import your demographic data free of charge. So you can get going right away. So if you’re curious or you want to switch or you need a new EHR, try TherapyNotes for two months, absolutely free. You can go to thetestingpsychologist.com/therapynotes and enter the code “testing”. [00:10:00] Again, totally free, no strings attached. Check it out and see why everyone is switching to TherapyNotes.

    As psychologists, we know that the more people we can reach, the more we can help. To do this, we need assessment tools that allow us to assist a more diverse population. PAR is helping by making some of their most popular Spanish language tests available online through PARiConnect, giving you more flexibility in serving your clients. Learn more at parinc.com\spanish-language-products.

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

    Now, what are some other things that you could track?

    You could track client satisfaction. You could track clinician satisfaction. There are, honestly many other metrics you could track but if you’re looking for a ballpark, I’m shooting for 6 to 8 numbers that can tell you the health of your practice very quickly. You don’t want to go [00:11:00] overboard with KPIs, especially if you’re tracking relatively regularly. You can have some that you might check in with quarterly or monthly, but as I’ll talk about in just a second, I like a weekly cadence. And so you want to find the 6 to 8 numbers that you can track weekly that’ll give you a really quick glimpse into the health of your practice.

    That gets into the how question.

    I like to keep it pretty simple, especially if this is a new undertaking for you, simple is always good. We just do a spreadsheet each week with these numbers. We get the numbers from different sources. So most of them, I would say are some combination of reports from our EHR and info from the bank account. So we do some manual calculations from the EHR and, of course, do a little [00:12:00] manual math in some cases to calculate the conversion ratio. But some programs I think will run reports for you and that’s even better. IntakeQ will run some reports. Most EHRs will generate some version of a financial report or a report of how many sessions you’ve completed and things like that. So dig around in your EHR and see what kind of reports you can produce automatically. The less manual process, the better.

    Now, this is where we leverage PracticeVital to track our clinician metrics. That’s been a huge time saver. We love it. I’ve talked about PracticeVital on the podcast before. It’s a system that creates dashboards for you and presents your clinician metrics in a very visually pleasing way, which I love. They can track things like completed sessions and cancellation or no-show rates according to CPT code and [00:13:00] things like that, and a bunch of other things. And they’re just really nice. They have a rapid development pace. Anyway, a quick little plug forPracticeVital there. If you want to check them out, I did put a link in the show notes because they’re gaining a lot of steam. A lot of practices are onboarding with them.

    Again, don’t get too wrapped up in creating a fancy dashboard right off the bat. I made that mistake probably, I don’t even know, 4 or 5 years ago. I spent a lot of time creating a dashboard and it just, I don’t think it’s necessary. Charts and graphs are nice, but you don’t have to have that. So don’t get distracted with that. You can easily put together a spreadsheet and plug the numbers in. The idea is to start tracking something regularly. I like a weekly check-in so that you’re forced to calculate these numbers consistently and that will help you observe trends as well.

    So even if it’s just you in private [00:14:00] practice, you can do a weekly review of your numbers to just get in the habit. So just set aside. It’s like 15 minutes if you’re in private practice by yourself. In our practice management meetings, it takes us maybe 5 minutes to go over all of our numbers or metrics or KPIs, but it gives us a good sense. I like to keep track of things like big-picture views on a quarterly basis. On the spreadsheet, we have all 13 weeks in the quarter just laid out on the same sheet. And so, I can quickly glance across the rows and figure out if things are going in the right direction or going up or down or whatever it may be.

    In that sheet, we also have a column for the goals for each number. You might remember that a component of KPIs is that you are measuring against a standard. And that is also present. So we can quickly look and say, are we meeting those goals? [00:15:00] I have a formula in the spreadsheet too. There’s a separate column that will calculate the average for the quarter. You can average from week to week and know if on average you’re hitting your goals. But with any of these financial strategies, something is better than nothing. So just get started. If you don’t have any idea what to track, you can easily start with revenue per week. You can easily start with completed sessions. You can easily start with intakes per week. Any of these things are pretty simple.

    If you need some support, you can reach out to a colleague. There are folks out there who know how to do this. You can certainly reach out to me if you would like. I have started offering a consulting option called strategy sessions here in the past few months where you can sign up and just do an a la carte hour without signing up for a full consulting package or a group. We just hammer out some questions over the course of that hour. This will be a great topic [00:16:00] for that if you want to set up a KPI spreadsheet or talk about what’s most important to track or how to do it. So certainly hit me up if you want to talk about numbers. I love doing that stuff, but either way, there’s a lot of information out there. You could Google a lot of information. The idea is to just get started. Remember, ” What gets measured gets managed.” So as much as you can, get the ball rolling on tracking some of those important metrics in your practice.

    All right, y’all. Thank you so much for tuning into this episode. Always grateful to have you here. I hope that you take away some information that you can implement in your practice and in your life. Any resources that we mentioned during the episode will be listed in the show notes, so make sure to check those out.

    If you like what you hear on the podcast, I would be so grateful if you left a review on iTunes, Spotify, or wherever you listen to your podcast.

    If you’re a practice owner or aspiring practice owner, I’d invite you to check out The Testing Psychologist [00:17:00] Mastermind groups. I have mastermind groups at every stage of practice development, beginner, intermediate, and advanced. We have homework, we have accountability, we have support, we have resources. These groups are amazing. We do a lot of work and a lot of connecting. If that sounds interesting to you, you can check out the details at thetestingpsychologist.com/consulting. You can sign up for a pre-group phone call and we will chat and figure out if a group could be a good fit for you. Thanks so much.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational and educational purposes only. Nothing [00:18:00] 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.

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  • 474. What KPI’s Should You Actually Pay Attention To?

    474. What KPI’s Should You Actually Pay Attention To?

    Would you rather read the transcript? Click here.

    You’ve probably heard business consultants or practice owners talk about “KPI’s,” or Key Performance Indicators. At best, KPI’s are a vague concept to most of us since we didn’t have any business classes in grad school. Whether you’re running a solo practice or a large group, you’ll want to pay attention to at least a few metrics or numbers to keep tabs on the health of your business. This episode is meant to demystify KPI’s. We’ll talk about what they are and which ones are most relevant to your practice. 

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    About Dr. Jeremy Sharp

    I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

    As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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  • 473 Transcript

    [00:00:00] Dr. Sharp: Hello, everyone. Welcome to The Testing Psychologist podcast. I’m your host, Dr. Jeremy Sharp, licensed psychologist, group practice owner, and private practice coach.

    Many of y’all know that I have been using TherapyNotes as our practice EHR for over 10 years. I’ve looked at others and I just keep coming back to TherapyNotes because they do it all. If you’re interested in an EHR for your practice, you can get two free months of TherapyNotes by going to thetestingpsychologist.com/therapynotes and enter the code “testing”.

    Thanks to PAR for supporting our podcast. The BRIEF2A is now available to assess executive functioning in adult clients. It features updated norms, new forms, and new reports. We’ve been using it in our practice and like it. Learn more at parinc.com/products/brief2a.

    Hey folks, welcome back to [00:01:00] The Testing Psychologist. Glad to be here as always. Today, I am particularly excited about this conversation because we have a returned guest, Dr. Brenna Tindall. She’s been on two or three times before.

    She is a psychologist licensed in Colorado, Hawaii, Oklahoma, Wyoming, and South Dakota. She is certified by the Domestic Violence Offender Management Board and the Sex Offender Management Board to complete court-ordered evaluations. She is also a Certified Addiction Specialist and a Board Certified Clinical Sexologist.

    She works as a blind expert in criminal trials, completes various types of evaluations, consults on legal cases, and works on Domestic Relations cases as well as civil lawsuits.

    Brenna is here to share her perspective largely from the forensic world on the wide variety of approaches to assessment that she has seen and the implications thereof. So [00:02:00] she comes from a perspective where the evaluation results can become a matter of life or death in these trials. She has observed and found many different approaches to the evaluation process, some better than others.

    So our conversation today just gets into some of the more common “errors” that might show up in an evaluation along with ideas to stay on top of best practices. This episode is not meant to scare you by any means. It’s just a reminder of the incredible weight that we have as evaluating clinicians and some of the ways to make sure to stay on top of your game.

    Now, speaking of staying on top of your game, at least business-wise, I am recruiting for the next cohorts of The Testing Psychologist mastermind groups. Those will start in January 2025. There are cohorts for beginner, intermediate, and [00:03:00] advanced practice owners. So if you are a business owner and want some support and accountability, these groups might be for you. You can check out more information and schedule a pre-group screening call at thetestingpsychologist.com/consulting.

    But for now, let’s get to my conversation with Dr. Brenna Tindall.

    Brenna, hey, welcome back.

    Dr. Tindall: Thank you. Thanks for having me.

    Dr. Sharp: I am very glad to have you. I’m always glad to chat with you. You’ve always got interesting things on your mind to share with us and tales from the forensic world. I’ll start with the question I always start with, which is why this topic in particular is important [00:04:00] and why reach out about it now.

    Dr. Tindall: As you pointed out, I’m in the field of forensic or criminal psychology and, the standard of making sure that you’re crossing T’s, dotting I’s, is honestly higher than a lot of the other areas. It should be high everywhere, but when you’re held to the fire when you’re sitting on the stand or having other people critique your reports or whatnot, it’s just something that becomes a much more prominent issue than in regular day-to-day practice where sometimes if there’s ever aberrant ethics questions that come up in normal clinical practice, they’re all based around some of our basic like duty to warn or confidentiality. And so the field that I work in, it comes out a lot more.

    For me, [00:05:00] I’ve had issues where people have grieved my license in the past. I’ve had to deal with some of those things and look at them. None of them have been founded, thankfully but just staying on top of my game. You and I were talking that I feel like that those of us in this field in particular sometimes forget the level of responsibility that we have with the amount of power that is handed over to us by the court system.

    I’ve spoken about this before on your podcast as well as another one, which is that the world of the criminal, the domestic relation, the civil worlds have all come down to expert versus expert, and it has become even more important to me to make sure that what we’re sharing, what we’re doing as a profession is reflected ethically and professionally, because every time we do something, the ripple effect on someone’s life and a family’s life is something you can’t measure.

    [00:06:00] Dr. Sharp: That’s well said. It’s funny, I was wrestling with the title of this podcast and I still don’t know what we’re going to call it, but ripple effect is one, and professional responsibility is one. Just getting at this idea that the work that we do is super important.

    I think it can be easy to forget that sometimes, we are literally altering people’s lives with the work that we do, and at the same time, we do it day in and day out, and there are things that maybe slip through the cracks consciously or unconsciously. We have a lot of responsibility to do the best work that we can.

    You’re coming from the forensic realm which is super high pressure, but even for those of us in normal private practice, we’re making diagnoses and recommendations that set people on a trajectory for years sometimes and help them develop identities and ways to [00:07:00] think about the world. We have a lot of power

    Dr. Tindall: I do think that maybe my humility sometimes can get in the way of me understanding the power that’s being handed to me, because I want to think I’m not that important, what I do is not going to have something that significantly.

    I know when we had talked before I said I think even people who work in the non-forensic normal world need to have this always reminder that things that they’re doing, like you said, in an assessment, for example, if they’re putting down a diagnosis or whatever, me on the other end of it as a forensic psychologist, I’ll be getting records.

    For example, I have a case. The guy’s 30-something and he’s facing life in prison for something. I have tirelessly worked to get all of his records from his childhood, from his school, all of these different things. I don’t think sometimes people understand when they’re taking therapy notes or they’re writing assessments, how important it is to get that [00:08:00] information accurately, because then I might be using it or other people might be using it in a case to either provide some mitigation or to help figure out should they go into a court-ordered treatment program that has providers that work with intellectual disabilities.

    The risk assessments I do, some of them are normed on people that have normal intelligence, some are not. And so you have to do different risk assessments for people that have an intellectual disability. So if people are being, I don’t want to say frivolous, but not as careful as they need to be, there’s a lot of impact on it. I think when you’re in your little office with your shingle, I’ve been there myself, it’s hard to remember.

    I think that I didn’t really realize that the burden of proof was higher in forensics until I took my licensing exam in South Dakota. It was on a Zoom panel with this group of people that were on the board there. It was mostly jurisprudence questions, but there were actually clinical situations.

    [00:09:00] It was funny because after a little bit, they were like, listen, we’re good. We don’t even know these things you’re telling us because I was like, well, with this case, you have to think about this, you might want to consult and there’s this dynamic. Actually, there’s a legal statute that says this. They were laughing and they finally were like, you’re good. We got it. We don’t even know the answer to those questions.

    Clearly, because of what you do, it’s a different space and so I think that me myself realizing that anything I say because of the credibility I’ve worked really hard to try to get in this field is taken way more seriously than you can imagine. So even in phone calls, I have to be very careful because people will go and say, Dr. Tindall said this, she said this.

    And so every email I write, even a text message, every phone call, it has to be very careful about what I’m saying, because if I just make an offhanded comment and they use that and just drop it in conversation [00:10:00] in a legal case, it could be a problem.

    So I think the first part of my point in doing something like this is to say, this is a learning process for me. I’m not here to say, oh, everybody’s unethical and I’m perfect; it’s more that because of the field I’m in and because I’ve worked very closely with my lawyer for my practice and making sure that I’m covering my bases and also figuring out other ways to cross-reference and check myself because I’m just recognizing the burden of responsibility I carry when I go into court and say something about research, that everyone’s going to believe that everything I say is absolutely true because I’m an expert being endorsed on the stand and that is very important to me.

    Dr. Sharp: I’m right with you. That humility thing is a good point to bring up. I struggle with that too. I would imagine a lot of people out there also wrestle with that. It is tough to step into that expertise and [00:11:00] acknowledge or own, hey, everybody’s going to take this really seriously. I’m maybe more important than I want to give myself credit or people are going to see me as more of an expert than I think I am.

    I’ve seen that, it sounds similar to your experience, born out many times over the years now, just doing it long enough where folks will come back and they’ll say, you said this back in when 2012 in this report, when we talked, or whatever it may be. People really hang on to things that we say.

    In forensic realm, high pressure I suppose, but it’s even as simple for me as remembering that a lot of people read these reports. So if we’re evaluating a kid, that’s going to at least go to the parents, probably go to the school, probably go to other providers working with that kid for the next however many years. The kid [00:12:00] themself is going to read the report at some point probably about their own evaluation. And so keeping that in mind, looking through that lens, it sounds paranoid but it also makes a lot of sense

    Dr. Tindall: I raised a review with the release to get an evaluation that your office had done a while ago. I think the individual is 15 or 14 now. I think that your office had done it when they were nine or something, and it’s really important for the current situation.

    I think what people don’t realize in a normal clinical practice is that particular evaluation, let’s just say hypothetically, had been because that person was in the court system and gotten arrested and it was needing to have because of one reason or another, maybe it would have prevented the said juvenile from going to jail because it showed X, Y or Z.

    So that’s where it’s this [00:13:00] crossover where even people that don’t do criminal work or forensic work, it does cross over because I am definitely the person that’s always getting those records. Prosecutors are pulling records. They’re subpoenaing therapists.

    The point of all of this comes down to this case I recently did. It’s a civil lawsuit. The question at hand was teasing out the PTSD diagnosis to such an extreme minute fashion that I don’t even think there’s an answer to it about does PTSD present like this or this?

    And it’s like, how do you get this answer when we live in a world of ambiguity? The DSM-5, it’s great as a guide but at the same time, we know it’s changing all the time and when new changes happen, they don’t go into effect for a while. So you get clinicians who are using the DSM-5-TR, but then there’s research out there that’s more current that is probably going to change that particular diagnosis and the next thing.

    And so I [00:14:00] think the world of forensics requires that we’re on the very cutting edge of what research is coming out. I have to be up on a literature review as much as I possibly can, because if I’m getting old information in court trial or whatever, in a deposition for a civil lawsuit, it can impact things a lot.

    You and I were talking about there is not a good guide or rule book for a lot of the situations that you might encounter or I might encounter because we have these ethics code that we follow. And then there’s forensic guidelines that are aspirational. You can’t get a straight answer from just about anybody.

    I’ve called the Colorado Psychological Association line that they have where they can give some feedback about ethical questions but in my case, most of the time that I call, they’re so great, but they’re like, man, that’s even more than we even know.

    And so then I’ve had to figure out, oh, you can actually call [00:15:00] your malpractice insurance. They have legal counsel because it’s in their benefit to make sure they’re advising you. Every practice should probably have some mental health legal counsel on retainer because of the things that come up.

    Dr. Sharp: Agreed.

    Dr. Tindall: You get the duty to warn. I have been told by many lawyers that that burden always goes against the clinicians in court trials. I remember this one lawyer called me and he said, hey, I just want to tell you, I just finished this trial from this psychologist and I want to tell you heads up, you need to report more often than you think you do and you need to say something more often, even if you think it’s this finite, it has to be immediate, it has to be whatever.

    And it got me a little bit jarred with that. And so whenever I have that now, I definitely consult with my lawyer, but it’s a little frightening when you’re like, well, we’ve been taught that here’s the data that we have to decide about releases of information, this is how we do about duty to warn or suicide checks but in reality, that may [00:16:00] not necessarily hold up in a court of law if we’re under hot water for something that may have happened.

    Dr. Sharp: Sure. I want to get into some specific situations that you have seen over the years that we might need to be aware of because you occupy an interesting role that not many of us formally occupy and that is you are hired sometimes to go through other reports and pick them apart. Is that right?

    Dr. Tindall: They call them rebuttal experts. In general, I try to stay away from the expert and the only time I ever have agreed to do them is when I feel like there is such a significant issue with it that it’s impacting somebody’s life in an unalterable way. For example, custody being taken away from somebody. [00:17:00] I try not to do it because I think it’s hard enough to do what we do that they should be frivolities.

    What’s a little bit tricky, though, Jeremy, is that in my field, and I’ve talked to my lawyer about this because normally when we have an ethical concern about somebody, the idea is to try to go to the person informally and say, hey, here’s the situation.

    What I found out most recently was, I had a scenario where I was reading somebody else’s evaluations because there were some concerns that they weren’t done properly, I’ll go into that a little bit more but I said to my lawyer, I was like, listen, I feel like out of professional courtesy, I would like to contact this person first and be like, hey, listen, this was wrong. Maybe this is not what was supposed to happen based upon this.

    Unfortunately, because of the way that I was hired as a privileged work product for an attorney, for a client, I had to produce the report that laid these out first, and then the next step would have been to contact her. It’s almost like it’s too late at that point because they’ve received the report with the [00:18:00] criticisms.

    I want to make it very clear, I do not think that I’m perfect. I know I have had people do rebuttals on my reports as well, which is always hard to get feedback about things that you do. I try to put measures in place to prevent that in terms of consulting. I have a whole stable of people that I consider experts in different areas that I consult with, that I get releases so they can read my reports. And so for me, I’m always like consult, make sure people are reviewing your work, running questions by experts to make sure that that’s the right course of action.

    I definitely don’t like to do the rebuttal stuff, but if it’s egregious, I feel like it’s important for somebody to be a gatekeeper and say, you just ruined somebody’s life because you did not do what you needed to do properly. So I think that’s a little bit harder to do.

    It’s also required me to be up on the ethics code to a finite degree as well as all the [00:19:00] jurisprudence issues. I’m licensed in five states now. And so having to take those jurisprudence exams in each state too, is also this huge reminder of what the law is and that there’s so much ambiguity in it as well. And then there’s the forensic guidelines too. So it’s cross-referencing what are our ethics codes say. And then what do the forensic guidelines suggest?

    And then on top of that, some of us are in the forensic world, we have other certifications. So we have the Sex Offender Management Board and they have rules and guidelines, then we have the Domestic Violence Management Board rules and guidelines. I’m a certified addiction specialist through DORA, so I have those rules and guidelines.

    It gets a little tricky because whose fidelity is most important? So I can get a sanction from the Sex Offender Management Board for writing about something that I’m required to do as a psychologist, but it may not be in compliance with their particular like view on the matter. It is a tricky thing to say what certification holds the highest burden [00:20:00] when we’re doing and making ethical considerations. And that’s really hard.

    Dr. Sharp: That’s a great point. Just as a quick sidebar, I always forget you do so many things, but you’ve got all these different certifications and licenses and so forth. Have you gotten a good answer on how to navigate that? When one regulatory board trumps another and how you rank order each one?

    Dr. Tindall: I just sent an email or called my lawyer, Kari Hershey, who’s amazing and asked her to help tease through it because ultimately once she gives me the advice on what to do, there’s a bit of protection I have because my legal counsel is telling me to do this. In the past, I had a duty to warn because of a situation where someone had told me that the next cop they came upon, they were going to shoot and kill and then die by caught by suicide.

    So think about [00:21:00] that. I don’t know when they’re going to get pulled over. They could go their whole rest of their life without having contact with the police officer potentially but it was a pretty direct threat. If it was like, oh, if I get sentenced to prison, then I’m just going to right there kill the judge, when that happens, it’s like, what is the what’s the confidentiality there?

    I consulted with, I don’t even know how many people. I spent an entire day asking around. You may have even been one of the people I called. I called the Colorado Psychological Association line, I called my malpractice insurance, I had to wait till later to talk to my lawyer, and everyone had a different opinion about whether I had to make a call and do something about it.

    Ultimately, my lawyer, she always says, I’d rather make the call if it’s on the border and then defend you on the stand for confidentiality as opposed to having to defend you because someone got murdered and you didn’t do anything about it. So that burden of doing no harm, which it says in the APA ethics code about professionals [00:22:00] will do their best to resolve when there’s those conflicts between maybe the law, for example, a legal statute, and then what the ethics code says.

    And so at the end of the day, my lawyer said, this is what I want you to do. I do think this is enough for you to report it, but I’m going to write out the statement and put it in an email that this is what you were to say when you call the police specifically, you were to say that I’ve advised you to call, and then if something happens, it falls back on me.

    It was very specific in terms of how she wanted me to word it so that it wasn’t giving up too much confidential information. She wanted me to call the attorney for the client to give them a heads up. They weren’t too happy about that. My duty was, whether they’re upset or not, I had to follow the advice of my lawyer.

    I think that that’s something that’s pretty important to have in these scenarios. It certainly helps if I say, oh, I called Dr. so and so, I called this line and they all had my back, but at the end of the day, you know as well as I do, there’s only so much protection from that.

    Dr. Sharp: Of [00:23:00] course. I do want to talk about some specific scenarios. I appreciate that you are owning that this is not meant to be, we talked about this, a slap on the wrist for folks or anything like that, or a finger-wagging situation.

    I think we’ve all probably been in situations where folks have taken issue with some of the work that we’ve done and nobody’s immune to that, but maybe we start if you’re willing with some of those stories. You said that your license has been grieved before. I’m curious what some of those things might have been and then we can go into some other situations that you’ve seen as far as work that may have been a little off base.

    Dr. Tindall: No, I have no problem. In some respects, it’s good to have people file complaints against you because it makes you go back, look, [00:24:00] double check and make sure that the things that maybe are being said aren’t actually true or whatnot. To be honest, the three grievances I’ve had have come from professionals. Knock on wood, I’ve never been grieved by a patient.

    In the criminal forensic world, there’s a lot of competition. And so at least my lawyer’s assertion was there. There were some components of trying to file things against people to get them in trouble for competitive reasons. I’m not giving that opinion myself. I’m just saying that there was some discussion about that.

    The very first time it was a disgruntled employee who we could not advance in certification and got upset. In the process of doing the grievance, they put confidential information in the grievance and it became apparent that it was just to get back at me.

    So the [00:25:00] accusation, there wasn’t anything of merit in there. Luckily it was dropped. It definitely was jarring for me as a professional. I don’t know if you’ve ever been grieved, but for anyone who ever has, it’s your whole life. You’ve worked your whole life to become a doctor.

    I’ll never forget it. It’s like your whole identity is challenged about who am I if I’m not a doctor or doing this work. And so I think that was good. The allegations were I wasn’t doing supervision properly, or that I was using tests that were outdated or something. And so it’s good to double check those things. I had measures in place that were able to show that that was not true.

    Then the second one, I had testified in a criminal trial. I had co-written a report with another very awesome psychologist. Half the grievance was about her testing. The person said that the Rorschach scoring had been done wrong but [00:26:00] that person didn’t do Rorschach and so they didn’t know there were two scoring systems. And that coding scoring had been done wrong.

    And so it was a funny thing because the grievance was against me, but 90% of it was about the testing. One of the complaints was that it was not appropriate to have two psychologists doing an evaluation. And so in that case, I reached out to the assessment professor in a doctoral program and asked him, I said, is there any issue with this? And he said, two brains are better than one.

    I have a general rule, I like somebody else to do the testing so that I’m not confirming a hypothesis. It keeps it a little bit cleaner for me because when the stakes are so high and maybe I’m going in with a hypothesis that this person, I think they had an intellectual disability, it could taint testing in some respects. And so I have somebody else do it. It was in my office at the time, and then I analyze it as well and [00:27:00] then integrate it.

    And then the other issue was that I had called Harlow’s Monkey studies. It was about trauma bonding. When I was testifying, I’d said something that he was engaging in animal abuse of some sort. And that was true. I was like, he put it monkeys in a pit of despair and didn’t let them have attention. I think that that’s abuse.

    So those were the items. The funniest part of this grievance was that she’d reached out via email and said, “Hey, I have these concerns.” I was like, great, that’s fine. Let’s meet for coffee to talk about them. Never heard back from her but then the grievance said, “I reached out to Dr. Tindall to talk about these complaints, but her response was, let’s have coffee to talk about them. I just thought that was a sign she wasn’t willing to take my feedback. So I went ahead and filed it.”

    Dr. Sharp: Oh.

    Dr. Tindall: I don’t know what the appropriate response would have been. Do you have any ideas? I don’t know.

    Dr. Sharp: Good question. I don’t [00:28:00] think so. I probably would have said the same thing.

    Dr. Tindall: Licensed to go out for a drink instead or I’m not sure.

    Dr. Sharp: Right. It should have been happy hour.

    Dr. Tindall: So that one luckily went away. The third one was from, there was a facility that was not treating a kid very well and everybody that was involved wanted my input, and to talk to the kid, and it was confirmed.

    So in coordination with the prosecutor, the guardian in light of the probation officer, we went to the judge to talk about our concerns about this particular kid. The judge wholeheartedly agreed and pulled the kid from the facility.

    The biggest thing was that they hadn’t made a report of sexual abuse that he had disclosed, which is a big deal in my mind. Once the kid was pulled, and I knew when it happened, I knew that they were going to file something and they did.

    [00:29:00] They made some assertions of things, which were absolutely false. Luckily, I had the prosecutor, I had multiple people write letters to DORA with my lawyer’s help that said, look, we all were in line with this. This is what happened. It seemed like these grievances against me were more on the expert versus expert situation.

    But that being said, they jar me. They are very jarring, but in some respects, then I’m like, okay, it’s a good reminder to check and balance yourself. I’m always afraid that’s going to happen because you never know. It’s very easy to misspell a word or something.

    And like I said, you don’t normally in most situations, if you’re writing a report I would imagine, hire somebody to rip it apart or to google you and find out anything online that they might use to prove that something you’ve done is not okay. And so that’s where it’s like, okay, I’m [00:30:00] very appreciative of that level because I think it keeps me up on my game and it keeps my work product as good as possible, but there are these issues that come up repeatedly that you’re like, there’s not a good answer to this.

    You asked for specific examples, one of them in particular that comes to mind was somebody had done an evaluation, it was in a custody situation, but on the father and on the mother at the same time. I don’t mean a child family investigation or parental responsibility but an evaluation to determine stuff like domestic violence, anger management, and whatnot. The court had specifically ordered domestic violence valuations for both parties.

    I personally don’t think it’s the right thing. I’m not saying it’s unethical, but I don’t think it’s appropriate in that setting for one person to do both evaluations, and that is what occurred, but from the outset, they called one a victim assessment and the other an [00:31:00] offender assessment. And neither one had been charged with anything.

    And so from the get-go and tell me if I’m wrong, it seems like that’s deciding innocence or guilt when both were ordered to do the same thing. As a professional, it may not seem like that when I’m like, oh, this seems like this person’s being more victimized than this person. It’s not our job to make that determination and then do separate testing in my mind.

    I’m not going to go with my opinion. I consulted with a thousand people on this. There were some people that said, oh, it’s actually a legal statute that you’re not supposed to evaluate two people in the same scenario. I couldn’t find a legal statute related to that.

    I think the ethics code talks about multiple relationships and making sure there’s no subjectivity in that and they’re doing no harm, there’s no multiple relationships, et cetera. You tell me what you think, what’s your opinion? I’m curious if you think it’s okay in a scenario, especially where there’s custody on the table and it’s contentious to do an evaluation [00:32:00] on both parties involved.

    Dr. Sharp: I’m not an expert in this area, but outside the context of a CFI, a PRE or something like that, I have seen it done in those cases for sure but just as a normal independent evaluator. There’s the layer of evaluating two people from the same family that can get really tricky. We’ve seen that get tricky, but then the bigger thing for me is the bias that seems to have been present from the beginning and not starting from a blank slate as we hope to do.

    Dr. Tindall: I don’t know that it was mal-intentioned or anything, I think that it goes back to this idea that with the power that the court system gives mental health professionals, doctors have to be so careful because maybe that person didn’t understand that the impacts could be somebody losing custody of their kid because we have so much clout [00:33:00] and it is; they rely on experts now to make these determinations.

    They could impact a trial one way or the other. They could impact the course of someone’s life. I personally don’t think that’s the way it should be. It shouldn’t be just one person’s opinion, one person’s report that shifts things that dramatically. It’s a little bit frightening, but it’s the best I think that we have at this point.

    For me, I feel really bad and I feel really guilty for having to point these things out because it does come off as me being, I know better. It’s why I take such care when I do it. I can’t even tell you how many people I consulted with or had, with permission from client and lawyer, to have review even my write-up to make sure that I was on board. I don’t want to ever do something that’s not in line.

    When I’m doing some rebuttal report, I am very objective. I cite the ethics code. I cite the law. I do not make any emotional things in there. I’m very specific. And so there were some assessments that were used that were outdated or [00:34:00] that weren’t done completely accurately.

    There’s one, it’s like the danger assessment and it’s supposed to be in tandem of this self-report in interview part, but then it’s supposed to be accompanied by a 12-month log of data points that the person’s supposed to keep. I’ve now seen it twice given and then used to say, oh, this person’s a high risk or they’re whatever without doing this 12 month of like of data points from said client. That’s a big difference. It’s just this little discrete 20 questions, I think it’s 20.

    Or someone using the MCMI-III instead of the most recent version, and then the court was using that MCMI-III in the write-up about it to make some big decisions about what it said about the client. And so I just feel like if people respect that you know what you’re talking about and you’re doing an outdated assessment, it’s going to feed false information.

    So I definitely think the assessment use is important. I see people use risk [00:35:00] assessments on clients that they’re not normed on. The risk assessments, they’re not normed on women, for example. Both of domestic violence and sex offense, there’s nothing normed on women. I still see people score them on women and it just overestimates the risk and doesn’t speak to what the research says.

    And then the other part of it is citing research that’s old and inaccurate. It’s just that comes up a lot. And that research is something that impels people to make decisions. And so if people are not doing a really good literature review, asking other people for resources, or reaching out to experts who are the ones doing it, you can really mislead people. Do you agree?

    Dr. Sharp: Oh, 100%. I don’t want to say that I’m immune to this. I’ll keep coming back to that theme like these are all mistakes that are easy to make.

    I think we’ve all probably had the experience where we read that one article or that set of articles in graduate school and they stuck with you, [00:36:00] and you go back to that. It’s just a good reminder that we have to stay on top of our game and be deliberate about the decisions that we make.

    This whole discussion makes me think a lot about cognitive dissonance and the motivation or awareness around some of these decisions for folks. I’m curious, this is a total philosophical question, but I’m curious for you, do you get the sense that folks are deliberately practicing in a way that may not be totally up to date, or right in line with the standards, or is it slipping through the cracks, falling into old patterns and not changing?

    Have you been able to figure out any reason for some of these?

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

    Dr. Tindall: I never want to believe that anyone is doing something like that maliciously. There was just this CFI person though that, I don’t know if they got charged or something, because I think that they didn’t even have a [00:39:00] psychology license and had been misrepresenting themselves. That’s an extreme example. It’s ridiculous.

    There was a facility that was shut down in Denver. I think it was shut down or they closed, but there were two people that were running it. They were pretending to be doctors. They were literally making medication changes and stuff. That sounds outrageous, come on, but those might be more on the fringe.

    To answer your question, I would say the first part is that back to how I started this, which is, I don’t think people understand the impact of their actions and that what we do carries more weight than we think it does. And not always, but it could, even if you’re in non-forensic settings. I can’t tell you how many therapists I have to call that have done normal therapy with people that they’re trying to get records.

    In other states, if there’s a victim, a lot of times they’re able to get all the alleged victim who’s accusing people, their mental health records. Colorado disallows it almost always. I don’t think I’ve ever seen that approved, but if you’re writing up notes of somebody who’s [00:40:00] been reporting in the past one thing or another, those could be subpoenaed.

    Understanding that the privilege we have in people’s trust in doing this work, that there is a high level of responsibility that requires higher checks and balances than we all use sometimes. The second thing is that we are all overloaded and it is difficult.

    Who has the time except for people that are required to do it? I suppose you just make time to be up on every single research. I still can’t, but I sure try because there’s nothing that terrifies me more than going into court and citing inaccurate information that is inaccurate and influences jurors in the wrong direction or getting ripped on the stand because I’m using old research that’s not true. That’s also pretty horrifying.

    I think people are busy and it’s hard to take good progress notes. I see treatment records all the time for guys that are discharged from [00:41:00] court-ordered therapies or probation records and you can see the errors of like, oh, this data point here was not entered accurate to here.

    I don’t think it’s intentional. I think everyone just gets busy and it’s really hard to be perfect. Unfortunately, the consequences are much braver in the forensic world.

    I think the lack of oversight sometimes and having a lawyer on staff or having people to consult with instead of worrying alone is, a phrase I remember someone using, where instead of asking every other people for their opinion or getting some feedback from other people, we can start to just do things the way we’ve always done them or the way that we think is best. And that’s never a good idea in our field, to be honest.

    I think it’s just not paying careful attention to details most of the time, and that requires a lot of work to make sure that you’re up on the most recent standards. There [00:42:00] were some changes not too long ago in the releasing of test data for the APA guidelines. It comes up all the time in the world I work, which is asking professionals for their raw data. And it’s this line of like, wait, where does that fall?

    Somebody that I know well sent me five different attachments on that topic because they happen to be in the know about it. I had to read through all those and be like, okay, hang on a second, but wait, is this situation apply here? Now it does, but they might have to have a court order.

    You ask five different people, they’ll give you five different answers on whether the person has to release the test data to another psychologist in particular situations or not and then what stuff is released or not. I’ve seen professionals release an entire raw report and answers on an MCMI to a probation officer as part of a discharge letter for therapy.

    Dr. Sharp: I feel like that’s one of the most common examples. I’ve seen personality testing results released to [00:43:00] any number of people. That seems very common.

    Dr. Tindall: I think Jeremy, that there’s a simple way to do this. I had the opportunity last week to talk to probably two of the most brilliant men I know that are experts. Dr. Steven Berkowitz is a neuroscientist. He’s at CU and he runs some clinic. And then Dr. Lish is at CU Health. He’s just brilliant.

    I always have to get permission for this in terms of clients to maybe let them review my work or whatever but Dr. Lish had told me some advice, which was great. He’s been doing this longer and he said, listen, there were two things in your report, it felt like your statements were too absolutist.

    I can’t remember necessarily what they were now, but in my field and maybe even in normal practice, instead of saying, this is absolutely the worst type of abuse that somebody could suffer, is it? Do you know that for sure? Do we really know that this type of abuse is more egregious than this particular? How are you measuring [00:44:00] that? Et cetera.

    When we make statements that are so absolute, I don’t think that we should be doing that really. I think there has to be a lot of, it may, it might, possibly and who’s saying the information; is the client saying it, or are you saying it? Did you get it from a report or did you get it from some research?

    And so it’s making sure that you’re attributing information to the right source, but also not making statements like this person is going to kill this person in a report. You better have some pretty good data points to bag that one up. Do you absolutely know with certainty that that’s going to happen? And so I do think one level of protection, it was such good feedback from him, is to tamper your statements and it’s not being wishy-washy, but we don’t know.

    One of the things is looking at somebody that had said, this is absolutely PTSD, absolutely meets the criteria, et cetera. Maybe they do, but I don’t [00:45:00] really know because we don’t really know sometimes how trauma manifests, especially if it’s three years after a traumatic event. I’ve asked many people about it, but a statement that was made with sexual abuse impacts people more than any other type of abuse.

    To be honest, the research does not support that but I don’t know if it’s also true either, because we may get new research coming out in the future that says the opposite, but for the time being, the most recent literature does not say sexual abuse impacts somebody’s brain the most, especially depending on developmental period.

    So I think the fault is making the statements absolute and saying, in my opinion, the damage I’ve seen in working with, I’m using example, that you can tamper that and saying that a little bit differently. So I’m trying to be very careful about saying, in my opinion, it seems like this.

    Dr. Berkowitz, I saw him at a training. He does a lot of work on that trauma and the brain, adverse childhood experiences and whatnot, and protective factors. He said, when I’m on the stand and I’m [00:46:00] asked, Dr. Berkowitz, are you certain? He says, “The only thing about which I’m certain is that I’m uncertain.”

    I think that’s true for all of us. When you give advice in the therapist session, or you write up recommendations, it’s your best estimation based upon data points you have and research we know, but it’s always changing daily.

    Dr. Sharp: I cannot agree more. I feel like that’s one thing as time has gone on and I’ve done this longer is it is inevitable that circumstances are going to change. I’m talking about testing; we’re doing our best with what I think of as a snapshot in time.

    Even with supposed neurodevelopmental concerns like autism, ADHD, intellectual disability, and whatnot, we’re getting kids, young adults, or adults at a specific period in time and things might change next week, things might change in 4 years, circumstances, environments. It’s [00:47:00] really hard to be certain. I’ve gotten a lot more comfortable saying, I think this is pretty close but let’s see, it might change, and that’s a tough place to get to.

    Dr. Tindall: It may. It’s my best guess, get a second opinion if you want. It is unfortunate because when you get somebody saying, I don’t think that was done right. I think you should do it this way. I know it casts a doubt maybe even on other people about our profession, how could I get such an extreme response here from this?

    And even in this PTSD example, I’m saying, I’m like, “I’m not saying that the said person is wrong. That’s absolutely not what I’m saying. I’m saying, they’re wrong in saying that they absolutely know.” There’s a big difference.

    They could be right about their sign of designation of a diagnosis. That may be possible, but to make absolute things that you absolutely know that in the interim from the traumatic event, the person’s had multiple other traumatic events in my mind, that saying the [00:48:00] current PTSD diagnosis is absolutely related to the other event A, B, or C, I don’t think we know.

    So for me, I’m learning to say that as well, which is, I don’t actually know, but here’s my best guess. To give you an example, in the brain research area, we have for so long, and I testify about trauma and memory a lot, I would say quite a bit. And so we have heretofore thought that when we’re remembering traumatic stuff, the hippocampus is activated, and that part of it is where it’s controlled.

    There was a study, it came out in November 2023. Luckily I saw it right before I testified in January 2024. They had done this study, maybe they’ll disprove it, but they had people recount sad stories, some other traumatic stories from childhood, different parts of their life. Brain scans show activation of the hippocampus, what they expected.

    But then they had military veterans recall traumatic events from [00:49:00] war, combat, whatever. It didn’t activate the hippocampus. It activated another part of the brain. That’s significant. It changes everything if that’s repeated about what we know about trauma and how we retain it, what protective factors affect, so there’s this stuff that it’s like you can’t say with any absolute certainty that one thing is true because you don’t know if there’s research out there that is looking at something and finding something the opposite.

    I remember in graduate school, I did research at the veterans’ administration hospital in Denver with Dr. Mike Meshes, such a great guy. We ran water maze experiments on albino rats. He was feeding them blueberries because his hypothesis at the time was that blueberries impacted their memory and whatever. The results came out as he expected, but then I lost touch with him, moved on.

    I recently saw a publication that said that they found that blueberries improve the memories of blah, blah, blah. They use studies on rats. I’m thinking to [00:50:00] myself, that was in 2005. Did it take that long to publish his research or what happened? It’s interesting to me. If I had gone on the stand and then said blueberries help improve memory, clearly, it took this much time to prove that hypothesis.

    Anyway, hopefully, this stuff is helping him stay on the topic or whatnot, but the general theme I would like to relate is that do the very best you can to go look at the ethics code and see what your fidelity is in a particular situation about getting releases signed by certain people or releasing information, how much to release, and then if that’s still ambiguous, which it is always, the ethics code is a bit ambiguous, then go and consult with other professionals.

    Everybody should have some people that they are on speed dial to ask questions. There was this one person that used to call me pain in the butt because I would call them all the time and be [00:51:00] like, what do I do?

    Dr. Sharp: That was your name in their context.

    Dr. Tindall: And I’m like, I’m totally good. Yes. I want to keep doing that. I’m sure I still make mistakes and still do things. I try my best not to, but I think the biggest thing is just checking with people because in my history, I’ve checked with 10 different people on a particular ambiguous question and I get 10 different answers.

    Dr. Sharp: But you checked, that’s the important thing, even if it’s …

    Dr. Tindall: It’s documentation. There’s a bit of saying it and that sucks when it’s covering your ass, which I would never want that to be the main reason.

    Dr. Sharp: There is this part of the process that we could maybe talk more about. And for me, I keep thinking, how does someone get from a place where, let’s give them the benefit of the doubt, they are thinking that they’re doing the right thing? They have the best intentions. And then at some point, there’s a [00:52:00] rationalization or a decision-making process where they have to work through something to say yes, this is the right thing to do. I am doing the right thing in this case.

    I think most people are trying to do the right thing. That cognitive dissonance component and how we rationalize our own behavior, that process feels really important. Have you read that book, Mistakes Were Made (But Not by Me)?

    Dr. Tindall: No.

    Dr. Sharp: It’s pretty good. It’s Carol Tavris and Elliot Aronson, two super prominent social psychologists. It’s probably 20 years old now, but I think they updated it maybe in the last 10 years. Anyway, that book was …

    Dr. Tindall: It’s old research, Dr. Sharp.

    Dr. Sharp: It’s old research. Listen, there’s an updated version.

    Dr. Tindall: That’s when it happened. It’s like, no, that’s wrong. I’m not listening to you.

    Dr. Sharp: Maybe I’m [00:53:00] standing on a sandcastle here, who knows? It’s interesting. It was really good for me to read that book to just have some awareness of the mental gymnastics we will go through just on individual personal level to justify our actions.

    They have this great example or image of everybody starts at the top of a pyramid and in terms of what is the right approach, but as soon as somebody takes one step off to either side, they are sliding down the sides of the pyramid and then end up in completely different places in terms of justification or decision making and rationalization for their actions.

    So it’s like we all start from this place of wanting to do the “right thing”, “best thing”, “good thing”, or whatever it may be, but then we take one step in a different direction and end up in a different place.

    [00:54:00] Dr. Tindall: Most people don’t have checks and balances because if you’re just doing a normal clinical practice, let’s say you’ve got your degree and everything else, and you’re doing things, I have the benefit of having to be on the stand and having a prosecutor or a defense lawyer, someone attack my work.

    There’s something that’s also very good about that because I have to be on my game. They’ll read it line by line and go through it line by line. If there’s an error, a typo or whatever, you get ripped for it. There’s nothing like that. That’s something you don’t forget, so I recognize that’s a privilege.

    In reality, mental health professionals are not required to do that much continuous education or that much oversight for their licenses. And so that’s the problem is you run out of time in the day to get all this stuff. It’s like everybody should have to undergo supervision always.

    I do like that about the Domestic Violence Management Board. They require you to have ongoing [00:55:00] consultant, that you’re working with another equivalent professional, that you have it. The Sex Offender Management Board has much stricter renewal requirements in terms of how much of education you have to get in each specific area. I think that’s a really positive thing.

    I wonder to your question, by the way, I’m going to use that expression, the sandcastle, because I think it’s exactly what Dr Berkowitz was saying. The only thing about which I’m certain is I’m uncertain, because you are, you’re standing up there, but the sandcastle. It’s good for now but the waves come in, the tide comes in, someone kicks it, it’s going to change. And that’s the equivalent of new research or things about a case or something you don’t really know.

    I also think that there’s vicarious trauma in our field. It doesn’t matter if you work with offenders or you’re working with children, it can get overwhelming for people. We know that people already have pre-trauma risk factors and then when they’re experiencing [00:56:00] stress from work and they have a traumatic case or somebody with suicide on their caseload, we’re not encouraged to raise our hand and say, ma’am, we’re impaired, we’re not doing very well right now. It’s seen as a sign of weakness.

    And so I think that people continue to practice when they’re under great amounts of stress. I’ve done it myself. So maybe the cognitive dissonance comes more easily then, or we’re just not as aware of it because we’re in a cloud. If you know you’re going through a divorce, but you’re also working this many hours or then someone dies in your life.

    I was talking to a friend. It’s not funny. It’s a good example. They work for Fortune 500 company. Unfortunately, her husband has been on hospice. I was like, oh, how’s work been going? She said, “They’ve been really flexible, letting me work remotely.”

    I said, “Has it been going well?” And she said, “Well, I figured it was going to fall out at some point.” And she said, “I think last week it was, I was on the phone with a lot of important people and I basically [00:57:00] called someone an idiot.” And she’s like, “My boss was like, you know what? I think it’s time for you to step away.”

    It’s a funny example where people don’t realize the things that are showing up that might indicate some impairment or some cumulative career traumatic stress. I think that probably contributes. I do know there’s an overload in terms of the volume of people that everyone has on their caseloads. And so I think that that’s it. I hate to be the person, so I was like, oh, you’re doing this inaccurately. I’ve had it done to my stuff, but I think when there are instances, if it’s causing harm, it’s a problem.

    Here’s another example you asked, someone did a report or something that was called a contextual analysis of the situation. What does contextual mean, Jeremy? What does contextual mean to you?

    Dr. Sharp: Environmental factors, external factors.

    Dr. Tindall: The whole picture. So it was an ironic [00:58:00] title for said paper, because the contextual analysis only talked to one person in the situation. It was a domestic violence situation again, and it was only off of the self-report of the person. And that particular person was one that had their own charges. The other person didn’t, but only off of the self-report was that person doing it but they said, this is a contextual analysis.

    Honestly, I was basic and my rebuttal is like, listen, the contextual analysis by definition is this. So it’s not really contextual analysis when you only have one person’s opinion about the scenario. You don’t have any records in there. You haven’t talked to the other party.

    It’s okay if you want to say, based upon my interactions with this one person, if I had to make a decision on this information alone, here’s my opinion. That’s different. But to make a global statement about, I’ve looked at this entire situation and I haven’t, and then to make a finite statement about what someone’s going to do or [00:59:00] what the risk or who should have custody, in my mind, I forget what the word is for that.

    Dr. Sharp: It’s not good.

    Dr. Tindall: It’s not good. I try to have people check and balance my work. I know I’ve called you on occasion and I’ve called people that have worked for you in different areas to get that advice. I think the thing I’ve learned more recently is to tone down my absolute statements and that can be true for anyone doing therapy or evaluations is to say might or may, or in my best estimation, but to talk about that maybe this isn’t 100% accurate.

    Dr. Sharp: That’s reasonable. I love that. It’s very concrete and relatively easy for us to do. It sounds like you’ve built a pretty strong network of folks to check in with, and you have this natural built-in check and balance of being on the stand so [01:00:00] often and having to keep yourself accountable. Do you have any recommendations for folks who maybe aren’t testifying so frequently to stay sharp? Any other strategies or ways that you’ve built this into your practice to stay on top of things?

    Dr. Tindall: I think it’s building that network. If people can call that Colorado, I wish I had the number or whatever. I can try to get it to you and you can put it on the website or something. There’s a number that you can call and there’s psychologists or whatever that have, or I don’t know how they get chosen or whatever, but they’ll call you back and you can run your problem by them and they’ll give you some feedback.

    Like I said, most people’s malpractice insurance, you can call their legal line and ask them, because they have a vested interest in giving you advice because then that’s a little bit protective because they obviously don’t want to have to use their money to defend you. So I think that’s good.

    Even from the podcast that we’ve done together and the [01:01:00] one I did for Dr Vienna, I’ve gotten calls from people. I had a call recently from someone in California asking if I could talk to them about juvenile assessments.

    I was so happy to hear from them because they said, listen, I’m relatively new doing this. There was a need for it. They asked the judge. I did get asked for to do it, but I’m a little not up to speed on what’s the most recent assessments I should be doing for juveniles or how do you best recommend to do in an evaluation of a juvenile in the court system or whatever. I love that. It’s awesome.

    And so I’m always open to taking those emails or phone calls from people myself. I had most of the answers for her, but then I referred her to somebody else also to talk to, to get some other information. And so reaching out to people that you’ve been looking on the directory on Psychology Today and expert in let’s pretend it’s an issue with the transgender client.

    I’ve had cases where I’ve had to do evaluations in situations. So I reach out to two experts that specialize in that area to [01:02:00] make sure I’m using the right terminology, that I’m conceptualizing it the proper way. And so I think it’s just if you don’t have anybody you know personally, it’s to be able just to google somebody and then reach out.

    My experience is that people are a lot more receptive. Dr Berkowitz is this amazing, he’s so busy. I was blown away that he got back to me and agreed to have a phone call so I could ask him about this trauma, what his opinion was before I testified.

    I’ve reached out to Karl Aquino, who was on this podcast. He’s up in British Columbia and talks about virtuous victimhood. So I think to encourage people that if they read something or if they can google and see who’s an expert in that area, and let me reach out to them and ask their advice.

    Dr. Sharp: I love that. It’s easy to practice on a silo put our heads down and get busy, do what we do and years can go by, and that’s dangerous.

    Dr. Tindall: One more thing I was going to say to your question, you said the cognitive [01:03:00] dissonance. I honestly feel like the way that people can guard themselves the most is to always ask this question, which is, how is what I am saying going to impact other people’s lives? It has to.

    It doesn’t matter what area we’re in, if you are in doing couples therapy and you make a strong opinion or recommendation to the couple that makes them, if you say, oh, I think your husband’s a douchebag or something, whatever it is, even on the side. My point is you can’t do that because it can impact somebody significantly.

    One of my sisters had told me, this therapist had sent a text message to her and said something like you’re borderline. I saw the text message. They’ve been doing couples therapy and she was meeting with her husband on the side without including her, and then send her a text that said you’re borderline and you’re going to need lifelong therapy.

    Come on, that was not in the state. [01:04:00] That’s ridiculous. That’s a very glaring example of what not to do. But it’s like, if she had thought through, I’m sending a text message to someone informing them that I think they have a personality disorder. It obviously sent my sister in a tailspin, and it could have been really damaging. That could send someone over the top.

    If you’re writing something absolute to the court that then makes them pull custody from somebody but you’re not 100% certain of that opinion, you should probably say you’re not 100% certain because I feel like we have to take ownership of the power that we have in today’s current age.

    I think that people that maybe don’t work in the forensic world don’t understand how important their opinions are to people, that there is no guidance for decisions. And so everyone’s relying on mental health professionals. We cannot be saying things willy-nilly. We can’t be offering opinions about politics or religion to our clients, in my opinion.

    We have so much influence [01:05:00] over people in this vulnerable position that we have to guard ourselves against saying things that could impact their opinion one way or the other because it carries more weight than if we’re just at a table having drinks with somebody. When we’re in a professional setting context, everything we do and everything we say has to be with that intention in mind, because they will say, I just talked to this doctor and she said this, and that’s just not okay, in my opinion.

    Dr. Sharp: That’s fair. Maybe that’s a nice place to start to close, it’s coming back to what we’ve talked about in the beginning, just this idea that we do have a lot of power and sometimes we can get in our own way with that, and be too humble, but it’s almost like a call to own the responsibility and the power that we do have in this work and step into that and make sure to do well.

    Dr. Tindall: Empower from what is assigned to us. I don’t want to leave this thinking like, oh, we’re so important and we’re so [01:06:00] powerful because I don’t agree with that. We have been given a lot of power by people in general.

    If they’re in a vulnerable spot, they go in, they don’t know credentialing stuff. They’re like, oh, you’re a doctor. You must know what you’re talking about. Most people just come in, whatever you tell me, I’m going to do. And so they’ll follow it 100%.

    And so I think that’s where it’s just recognizing that the court system, the school system, the civil litigation, it gives experts like us a lot of power. It has become, I will tell you, expert versus expert that make these decisions based upon the information they share, and so it’s just that recognition that maybe we shouldn’t have all that power.

    I don’t think we should but the court system, civil, domestic relations, legal is giving that power to us. And so I think we have to recognize that it is [01:07:00] something we have to handle with care. It’s impossible for any one person to stay up on everything and that’s why reach out to an expert.

    More often than not, when someone calls and asks my opinion, I’m like, this is what I think. I probably should ask a neuropsychologist. That’s more of their area. Let me connect you with them. I’ll put you on an email and they’ll help you.

    I don’t think I’ve ever had anybody tell me no. When I get someone like Dr. Berkowitz or Dr. Lish agreeing to have a conversation on an afternoon just to help me out, I feel like it speaks highly of people that are willing to reach out, especially, when they’re that important.

    I am opening it up if people have questions and they are about a particular thing, or I can provide some guidance on who I’ve reached out to, to help on certain situations, feel free to give them my email. I’m more than happy to respond to that because I feel a really strong responsibility to make sure that I try as best as I can to stay up on things.

    Dr. Sharp: I really appreciate that. I’ll make sure to put your information in the show notes and let people know, reach out if they have questions. You have a lot of [01:08:00] experience. You’ve seen a lot of different things. I know that’s valuable for folks.

    Dr. Tindall: Getting grieved certainly helps you stay up on your game too. I’m sure it’ll happen again. It just is what it is. It’s the nature of the work I do. I’m proud of the fact that I haven’t had anybody I’ve worked with a client or patient do that knock on wood but I think it’s good for professionals to point out other people’s mistakes so you can get better.

    Dr. Sharp: Well said. It’s always fun to talk to you, Brenna. Thanks for coming on again.

    All right, y’all. Thank you so much for tuning into this episode. Always grateful to have you here. I hope that you take away some information that you can implement in your practice and in your life. Any resources that we mentioned during the episode will be listed in the show notes so make sure to check those out.

    If you like what you hear on the podcast, I would be so grateful if you left a review on iTunes or Spotify or wherever you listen to your podcasts.

    And if you’re a practice owner or aspiring practice owner, [01:09:00] I’d invite you to check out The Testing Psychologist mastermind groups. I have mastermind groups at every stage of practice development; beginner, intermediate, and advanced. We have homework, we have accountability, we have support, we have resources. These groups are amazing. We do a lot of work and a lot of connecting. If that sounds interesting to you, you can check out the details at thetestingpsychologist.com/consulting. You can sign up for a pre-group phone call and we will chat and figure out if a group could be a good fit for you. Thanks so much.

    The information contained in this podcast and on The Testing Psychologist website is intended for informational [01:10:00] 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.

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  • 473. Professional Responsibility w/ Dr. Brenna Tindall

    473. Professional Responsibility w/ Dr. Brenna Tindall

    Would you rather read the transcript? Click here.

    Dr. Brenna Tindall returns to the podcast today for a discussion about the gravity of the work that we do. In her work as a forensic psychologist, Dr. Tindall has seen evaluation results literally become a matter of life or death. Like many of us, she has experienced a wide variety of approaches to assessment, including methodology, interpretation, and ethical practices. Our conversation today explores some of the more common “errors” that show up in evaluation reports along with ideas to stay on top of best practices.

    Cool Things Mentioned

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    About Dr. Brenna Tindall

    Dr. Tindall is a Psychologist and is licensed in Colorado, Hawaii, Oklahoma, Wyoming, and South Dakota. She is certified by the Domestic Violence Offender Management Board (DVOMB) and the Sex Offender Management Board to complete court-ordered evaluations. She is also a Certified Addiction Specialist and a Board Certified Clinical Sexologist. She works as blind expert in criminal trials, completes various types of evaluations, consults on legal cases, works on Domestic Relations cases as well as civil lawsuits.

    Get in Touch

    About Dr. Jeremy Sharp

    I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

    As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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