Category: Transcripts

  • 60 Transcript

    [00:00:00] Hello. Welcome to The Testing Psychologist podcast episode 60. This is Summer Sprint series #4. Today, we’re talking all about accounting and how it can be helpful for you.

    Before we do that, I have a big bonus announcement. This is the one that I’ve been waiting for this whole time. The announcement is that the paperwork packets are ready to go. You can purchase them. You can download them. They are all yours. I’ve been working on these packets for months and they are finally available. Today is the first day that they’re available. Podcast listeners get an exclusive, I love that word, exclusive access to the paperwork packets before I push it out to my email list or Facebook group or anything like that.

    These packets, there are three choices and you can also get a bundle that has all of them. There’s a report template [00:01:00] packet which has child and adult report template. There’s an administrative packet which has intake forms, disclosure statements, a testing preparation checklist to give clients, and all sorts of other documents. There’s also, and this is the best one, a training packet. The training packet primarily consists of the psychometrist training manual that we use in our practice. It’s got tons of documents in there. There’s a big-picture training checklist. There’s a testing day checklist for how to work through each of the tests and what order to go in. And then there are individual training documents for each of the tests that we administer. There’s tons of good info in there.

    Like I said, podcast listeners have first access to all of this. So you can go to thetestingpsychologist.com/paperwork [00:02:00] and check out all those options. And if you enter the code “podcast” at checkout, you can get 20% off any packet or bundle. Happy to offer that to y’all first before anybody else has access.

    Let’s get into accounting and how that can be helpful.

    All right, here we are talking about things that can help level up your business. This is the idea with the Summer Sprint series. If you haven’t listened to the previous Summer Sprints, you can go back. In the past three episodes, I have done quick tips around building your business; little things that you can address to level up a little bit. I’m going to wrap up the [00:03:00] Summer Sprint series today with a little bit of talking about accounting.

    I recently got a question in the Facebook group or a comment more than anything about wondering how people have time to do accounting and I thought, okay, that’s probably nice to talk about that. 

    I think accounting is one of those things that gets built up in our minds and we think, hey, this is going to take tons of time or going to be lots of effort on my part, and so on and so forth. I want to maybe dispel that myth.

    At this point, my accounting is pretty streamlined. I don’t have a bookkeeper like a lot of folks do. I think that they can be helpful, but for me, accounting is pretty simple.

    The first piece of this is that I think an accountant is important especially if you do any sort of payroll. If you are classified as an S corp [00:04:00] versus a sole proprietor or an LLC or PLLC, I think an accountant can help with that.

    Accountants, granted, can be somewhat expensive, but I think it’s helpful and useful. My accountant, when I switched over to being an S corp, did all of the paperwork required for that and did my business taxes. I think it came out to about $750 for the year. So not terrible by any means and the money that you will save by being classified the right way and making sure your taxes are done correctly is much more than that.

    So, first off, I would say find an accountant. You can ask around with your mental health colleagues. You can also look around in your town for an accountant that specializes in small business, or hopefully, someone who specializes in medical practices. That’s how I found my accountant. He’s someone who [00:05:00] specializes in dental practices, small medical practices, and then, of course, mental health practices. 

    So check that out. I think it is worthwhile to find an accountant. The time involved with this is not too much. Usually, you can do a get-to-know-you meeting or a consultation. That might be a half hour or an hour. And then from there, that person will guide you on how to prepare your taxes as best you can.

    That segues into, well, and before I jump into the segue, once you hand over your taxes, then you don’t have to do too much after that. So the time commitment is relatively low. I do meet with my accountant twice a year as things are going along just to make sure that we’re on track and doing some forecasting with the finances and trying to figure out if I need to change anything. I’m considering offering health insurance. [00:06:00] So we need to talk about that. So that’s an example of something that would come up in our intermittent meetings, but otherwise, not a huge time commitment on your part.

    Back to the segue to preparing your taxes. I think that even if you are a very small practice, it can be helpful to use some type of accounting software to keep track of things. If you want to keep it free, I think that wave accounting is great. It’s free and does a good job. I think it’s fine. I know a lot of people even with some of the larger practices that use Wave. It’ll get the job done. That’s for sure.

    Two years ago, I upgraded to QuickBooks Online. Still relatively cheap. I think it’s $10 a month. I like QuickBooks Online because it seems to sync with everything. [00:07:00] It’s pretty, makes nice graphs, and it keeps track of all the expenses well. It’s easy to integrate with my accountant so you can add that person as a user on your account. You can send information to him and his team. There are a lot of benefits to QuickBooks.

    You might say, well, it doesn’t matter. I can do my taxes myself. That’s totally fine. I did my taxes myself for many years. I stopped when we converted to an S Corp and I had payroll to keep track of and all sorts of other things. But even if you are that kind of person, I think QuickBooks gives you some really good info accessibly. You can go in and with just two clicks, you can compare your income month to month, quarter to quarter, year to year. Your expenses likewise.

    It gives [00:08:00] you a lot of really good data so you can know, am I spending more than I did last year? Am I making more money? Do I have room to hire? Some folks like some of the folks we talked about back in summer sprint #3, the last episode. I think it gives you really good information right in front of your eyes. You don’t have to do too much work to find it. So if nothing else, that’s invaluable.

    So if you want to, I would say, take it to the next level, then you can even look at more nuanced accounting methods. The method that I have gotten into that I’ve mentioned here is the profit-first method. Profit First is a book. Mike Michalowicz, I believe is the author. Profit First has been super helpful for me in reshaping how I think about spending in the business. His whole idea is that [00:09:00] he flips around the formula that your profit equals your income minus your expenses.

    Too often, we end up paying ourselves out of whatever’s left after we pay all our expenses. I think that’s pretty traditional for accounting. But what he says is that your profit should come first. So you take out the profit first and then you use whatever is left over to pay your expenses instead of the other way around.

    There’s a lot more detail to get into with that. I’m definitely not going to do that here. The book is great. It’s easy to read. He gives a lot of very helpful formulas. He walks you through the whole process of how to figure out what you can pay yourself, what you need to budget for expenses, and so on and so forth. So I would recommend checking that out. And again, that’s one thing that led me to[00:10:00] to employ some accounting software is so I could get the numbers that I needed to drill down in a profit first. So it all dovetails.

    Just to recap a little bit, these are very short recaps. There’s not a whole lot of information here, but it’s all important. I think you need an accountant. Look around, ask your colleagues, and find a mental health-specific accountant or at least a small medical practice accountant.

    You need accounting software. Even if you’re a do-it-yourself kind of person, accounting software can help out and keep things straight, and it will make things infinitely easier at the end of the year, unless you are already keeping some homemade elaborate spreadsheet or something.

    Third, if you want to level it up, consider a pretty nuanced budgeting system like profit first or another means of accounting where you’re tracking and being [00:11:00] aware of where your money’s going and where you want it to go.

    All right, y’all. Thank you so much for listening. As always, if you enjoy this little Summer Sprint series, please find a way to let me know. Shoot me an email, at jeremy@thetestingpsychologist.com or leave a comment on one of the episode web pages or in the Facebook group if you’re in the Facebook group. We’d love to hear what you all think about this sprint series concept and would be happy to do more if these are helpful.

    I haven’t asked in a while, but if you have a minute, you can subscribe, and rate, and if you have two minutes, you could leave a review for the podcast if you find it helpful. That is one of the best ways to let me know and help the podcast get in front of more folks in iTunes and all the other places that the people get podcasts. So thank you.

    And of course, [00:12:00] a little call back to the paperwork packets. Those are available. We’ve got a report template packet, there’s an admin packet, and then there is a training packet. Those are all available, like I said, only to podcast listeners right at this point. This episode should go out on June 11th and podcast listeners will get a full week of access before I send it out to my email list, Facebook group, or anything like that. You can go to thetestingpsychologist.com/paperwork and if you enter the code “podcast” during checkout, you will get 20% off anything that you have purchased at that point. So hope that you check those out. Give me some feedback. Let me know if they’re helpful and I’ll keep working on more products to send out.

    [00:13:00] Thank you all as always. I hope the summer is going well. I will be back with you sooner than later.

    All right. Take care.

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  • 59 Transcript

    [00:00:00] Hey y’all, welcome back to The Testing Psychologist podcast. This is episode #59 and Summer Sprint Series #3. If you haven’t checked out Summer Sprint #1 and #2, go back and listen to the past two episodes. I’m doing a little series on business development, visioning, and two other business topics to try to level up your practice a little bit.

    Today in no 3, we’re going to be talking all about whether or not to hire an admin assistant or maybe a billing service. Spoiler. The answer is, do it*.

    Before we jump in, also part of this summer series if you haven’t been listening, is an announcement every single episode. Today’s announcement, I’m also excited about, I don’t know what I’m most excited about. Last time I announced paperwork packets and the [00:01:00] psychometrist training manual. Today’s announcement is rolling out a men’s mastermind group with my good friend and colleague, John Clarke over at a Private Practice Workshop, rebranded to the John Clarke, which I’m still teasing him about.

    Myself and John Clarke are going to be co-leading a men’s mastermind group for male mental health practitioners, psychologists, and therapists. It’s called the Legacy Project. We are so excited to put this together. It’s not testing specific obviously, but a lot of folks maybe don’t know that I led a men’s group for five years. I led a weekly men’s therapy group. I think that work is so powerful and it’s something that can be invaluable for men in this field.

    So if you or anyone you know might be interested in [00:02:00] a men’s mental health mastermind group, check it out. You can check out the information and sign up or apply. We’re taking 6 guys to join this group. It’ll be online via Zoom. It’ll be a hot-seat model. You can get information there at thetestingpsychologist.com/legacy. And if you’re interested, you can apply. We’d love to have you.

    All right. On to today’s episode about hiring admin staff.

    All right. Jumping right into the topic of whether or not to hire admin staff. I teased in the beginning that the spoiler for this episode is yes, [00:03:00] yesterday, that’s when you should hire admin staff. I’m joking. There are two instances where it may not be totally appropriate, but in the vast majority of cases, I think that we wait way too long to hire admin staff.

    The idea for this podcast came from a question in the Facebook group that specified how do I know if I have enough money to hire an admin person? And my answer to that is, I don’t think you can afford not to hire an admin person. Yes, we can get wrapped up in, Oh, do I have enough money to pay their salary? Is that going to drain my profit and so on and so forth? But here’s what I found with individuals who did not have admin staff. By admin staff, I mean a virtual assistant it could be an in-office person, it could be even an undergrad intern, but anyone who’s helping you [00:04:00] answer the phones, and then beyond that, making copies, mailing things, scheduling, scanning, so on and so forth.

    The vast majority of us in solo practice, I was the very same way, miss a ton of phone calls when you’re in session because when you’re in solo practice, you spend most of your day in session and it’s hard to answer that phone. I would end up with a ton of voicemails and it was hard to call them back. And many times when I called people back, they had already found someone else. So there’s some good research out there around landing or closing or booking; a client if you can call back within a half hour of their message your likelihood of booking them greatly increases.

    Even better than that, if you can have someone answering the phone, it’s going to skyrocket. [00:05:00] Even though we are specialists and hopefully there aren’t too many people doing what you do in your town, I think clients are still, there’s some degree of calling around trying to find someone. And if you answer that phone or have someone to answer that phone, the likelihood that you are going to get that client just by virtue of answering their phone call is really high.

    So if you’re still worried about it, which is fair, I would have you default to our old friend, math. All you have to do is calculate the amount of money that you will make per client. So for an assessment, let’s say a full assessment, if you answer the phone, book that client, that’s, let’s say $1500 right there. So that client call is worth $1500.

    How many hours of admin time will that pay for? Well, let’s put [00:06:00] it on the high end and say that you’re paying your admin $20 an hour. Some US-based virtual assistants are about $30 an hour. So right there, that gives you 50 to 70 hours a month of admin time just for one evaluation that they have booked. That’s fantastic.

    One thing built into this is that we’re not hiring, I’m not saying you have to hire an admin full-time. If you’re a solo practitioner, I would say, go in the direction of a virtual assistant. It can be through a virtual assistant company like Virtual Staff Finder. I love them. Could be through the Productive Therapist, which is run by an acquaintance of mine and colleague here, Uriah Guilford who’s a therapist himself, and trains his VAs how to work for therapists.

    So there are a couple of options, but the trick with a VA is that you are not paying for [00:07:00] full-time service. You are just paying for the amount of time they are spending on the phone with your clients. So that could be 7 minutes here, 3 minutes there, 8 minutes here. That time adds up certainly, but it’s not full-time. So you don’t have to leap in with a $4000 a month salary for an admin staff. So like I said, $1500 per eval, you’re going to get 50 to 70 hours of virtual assistant time. And that honestly, should last you two months at least when you’re starting out or if you have a solo practice. So I think it’s totally worth it.

    Then you can think of it on the flip side, if you lose that money, then obviously, that’s not a good thing. And the likelihood is that that person is going to book you way more than one client every other month. So I think it’s totally worth it.

    [00:08:00] The other side of this in terms of admin support is I think about in-office tasks. I’m a big fan of undergraduate interns for this kind of thing. If you live by a university, that’s a great resource. Many universities will have undergraduate classes where they have to do an internship and they can interview, you’ll have a pool to pick from and you can have undergraduate interns do these tasks around the office.

    And you can, of course, enrich that experience as much as you would like for them, but they can do those easy things like mailing and faxing. They may even be able to sit at your front desk, greet clients, and check them in and things like that. So a big fan of that. Otherwise, I think about billing as a resource for your practice.

    So again, when you’re first starting, I think that it is [00:09:00] valuable to have a billing service, especially if you take insurance. So, if you take insurance, they can do so much for you for a relatively low fee. The billing company we use, Practice Solutions, I will link to that in the show notes, Practice Solutions charges 5%. I know that we get in this mindset of not wanting to give up profit when we’re on our own, but 5% for a huge amount of time spent on the phone with insurance companies is super valuable. So I’ll think about a billing service.

    If you don’t take insurance and you are just totally on top of getting your cash payments on the date of service, that’s fantastic. Maybe you don’t need a billing service. But if you do take insurance or you’re not so great about collecting payment from people, then a billing service can be really helpful.

    Just to recap, [00:10:00] do you have the money to hire an admin or a billing company? My answer is yes, except in some very rare scenarios. That scenario I think is when you get to be a bigger practice and 5% of your revenue is enough to hire a full-time in-house billing person. So that would be, revenue certainly upwards of $60, 000 a month. So unless you’re there, I would think about it. Outsource, whatever you can. Those people are going to be far less expensive than you are. You are not going to pay any admin support staff $100, $150, or $200 an hour. So stop doing it yourself. You can afford it.

    All right, y’all. We did it. Summer Sprint #3, should you hire admin or billing support? [00:11:00] Yes. Most of the time.

    Thanks for listening as always. Like I announced at the beginning of the podcast, I’m rolling out a men’s mastermind group with my good friend, John Clarke, who is an amazing facilitator, wise beyond his years. I’m excited about it. We’re going to co-lead a men’s therapist mastermind group starting in August.

    I’ll add the link in the show notes to sign up or apply. We’re taking six guys to join this group and explore business, health, family, and relationship legacy. It’s called the Legacy Project. It’s going to be powerful. So if you or anybody you know might be interested, head over to thetestingpsychologist.com/legacy, and you can get more information.

    If you are interested in more testing-specific help, I am happy to work with you or [00:12:00] figure out if it would be good to work with you. So you can go to thetestingpsychologist.com/consulting and we can book a complimentary 20-minute phone call and talk about whether coaching is right for you.

    If you are looking to grow your practice, start your practice, or make your practice thrive, any of those things, I’m happy to talk with you and see if coaching is the right fit. If it’s not, I will point you in the right direction. I promise.

    Thanks for listening. The summer Sprint is coming to an end with the next episode. I will have another announcement. It’s going to be the availability of the paperwork packet. So listen for that. There’s going to be a discount code for podcast listeners. Y’all get first access to the paperwork packets. So definitely tune in if you are interested in that.

    All right. Talk to you next time.

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  • 58 Transcript

    [00:00:00] Hey y’all, welcome to The Testing Psychologist podcast, episode 58, Summer Sprint series #2. Today we’re talking all about where to find good hires.

    Before I jump into that, I have announcement no 1. This is something that I am so excited about. I’ve been working on this for months, so I am excited to release it to the world.

    Today podcast listeners get the first announcement that I have put together two paperwork packets that I’ve been asked about so many times by people in the Facebook group and consulting clients and they are ready to roll.

    I have three paperwork packets that will be available next week on thetestingpsychologist.com/resources. Those three packets are my report template package, which has a child and an adult report [00:01:00] template. I have an intake administrative paperwork packet. This is the same packet that comes bundled with my testing mastery consulting package, but I have pieced that out and I’m selling the paperwork packet on its own.

    The final thing that I’ve been working hardest on is our psychometrist training manual. So many people have asked me about this and it is ready to go. That psychometrist training manual is, all the ins and outs, start to finish, top to bottom of how we train our psychometricians or psychometrists; the grad students, and the other techs who work in our practice. So if you’re thinking about hiring or if you have folks who are coming on board or who are on board, check that out.

    You can get each of those packets separately or you can get two different bundles. One of the bundles [00:02:00] has all of them together. One will have the report template and the intake admin paperwork. Like I said, that will be ready to go next week. Keep listening to the Summer Sprint series and I will make the announcement when that is ready to go. In the meantime, get excited. I definitely am.

    All right, onto today’s episode.

    All right. Here we are back at the Summer Sprint series, 2nd episode. The Summer Sprint series, if you didn’t hear episode #1, is a short 4-episode series where I’m going over some quick tips on building your business, doing some visioning, and planning for growth.

    [00:03:00] In the second episode, I am talking all about where to find good folks. This seems to be a common problem but I have found a few different methods of hiring and places to look and have had some success with all of these to some degree. So I’m going to run through these pretty quickly and hopefully give you some ideas of where to find good folks.

    I would say the number one place that I’ve found good psychologists to do testing has been through my former graduate department. I am in practice in the same city that I went to grad school, and that has definitely helped. I tend to employ psychometrists who come from that program and then subsequently have hired several of them for psychologist positions here in our practice. So, that is recommendation #1, check with your [00:04:00] grad school program. Even if you have moved away out of town, you never know where those graduates might be. Sometimes you can find folks who want to move to your new city and come work for you just for familiarity’s sake, at least for a postdoc, and then, those folks might stay on later down the road.

    The other place that I’ve had a lot of success is pretty common. I have advertised on Indeed and gotten some good results. There are two ways that you can advertise on Indeed. One of those is by doing the standard free advertisement. That has worked well for me for some of the non-specialized positions like the therapist positions or my admin assistant. For testing though, I ended up going with the sponsored route. It’s like everything else in [00:05:00] advertising. If you sponsor it or pay for it, you’re going to get that ad in front of more folks. So I would not be afraid to sponsor a post and try to get it in front of more psychologists.

    I didn’t spend a whole lot of money. I think for each of the psychologist ads I put out there, I maybe sponsored it for $200 to 300 a month, which sounds like a lot, especially if you’re in solo practice. But if you think about it, if you can bring on a new hire who does a really good job, the money is going to come back in folds, I don’t know, I was about to say a hundredfold or thousandfold. It’s a lot. So don’t be afraid to spend a little money to find some good hires on Indeed. 

    Another place that I have had some success is listservs. The Minnesota Pediatric [00:06:00] Neuropsych Listserv has been great. I’ve gotten several inquiries from when I posted there. The Early Career Listserv is a group through Yahoo, I think it’s, what is it? I forget the address right now, but it’s Early Career Psychologist Listserv. It’s a Yahoo group. That can be a great resource as well.

    One of the other places where I have found good connections and hires is LinkedIn. If you have a robust LinkedIn network, you can just put it out to your connections on your page and say, Hey, I’m looking to hire someone new. You can also pay to advertise a job on LinkedIn as well. I have not done that. I’ve put it out to my network, but I have a pretty good network of psychologists and neuropsychologists on LinkedIn and those folks can spread the word.

    Where else? The other [00:07:00] place that I have had success with hiring or with inquiries at least is on our community or city or regional Facebook group. A lot of places out there have Facebook groups specific to your area of the country. For us, it’s the Fort Collins Therapist Network. There’s one for Denver, there’s one for Colorado Springs, and there’s even a testing-specific one. Check out your regional listservs or Facebook groups and don’t be afraid to make some connections there you can put your job announcements on those resources as well.

    So it is tough. I could do a whole other podcast on hiring, how to interview, what to look for, and all those sorts of things. I have talked about it at some points in the past, it’s an ongoing discussion, but I’m just going to leave the hiring [00:08:00] venues for this podcast.

    Just to recap, a few different options for where to hire your folks. You can look in your grad school program for either a psychometrist or graduated and licensed folks or postdocs. You can look on Indeed. You can pay to advertise on Indeed. You can look on listservs like the Minnesota Pediatric Neuropsych listserv, the Early Career Psychologist listserv, and then you can also look on LinkedIn. You can pay to advertise on LinkedIn. Finally, you can post on your community Facebook group, regional Facebook group, or listserv.

    I hope that some of those ideas may give you some indication of where to post those ads and help you find good psychologists to join your practice.

    Thanks as [00:09:00] always for listening. This was Summer Sprint series #2, next time in #3, which will be out next week, we’re going to be talking about whether to hire or not to hire administrative support, like an admin staff or billing company.

    Like I said, at the beginning, I’ve got a paperwork packet coming out. I’ve got three paperwork packets coming out. I’ve got report templates, I’ve got intake/admin paperwork, and then I have the psychometrist training manual. Those will be out next week. Keep listening for the official announcement, but you heard it here first. I’m not going to send an email out to my list until I give the podcast listeners at least a week to jump on that packet. So, check that out next week.

    In the meantime, if you haven’t checked out our Facebook group, if you’re not part of the Facebook group, give that a shot. It’s called The Testing Psychologist Community on Facebook. You can search and [00:10:00] find us pretty easily. We talk about all things testing there. I think you’d like it.

    If you just can’t wait, if you are trying to grow your practice, build your practice, expand your practice, or start a practice in testing particularly, I would love to help you out with that. So, give me a call. We could do a complimentary 20-minute phone call to check out to see if consulting is the right choice for you. And if not, no pressure, I will point you in whatever direction seems to be the right direction from there. So you can sign up for that on the website, which is thetestingpsychologist.com/consulting. I would love to chat with you.

    All right y’all, have a good weekend. I will talk to you next week with Summer Sprint series #3.

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  • 57 Transcript

    [00:00:00] Hey y’all, welcome to The Testing Psychologist podcast, episode 57, and Summer Sprint Series #1.

    Hey, before we jump into it, I want to give you a heads-up that this is a big couple of weeks. I’ve been working on two different projects that I think will be cool and helpful for a lot of you out there. This is a teaser announcement, but stay tuned. I’m going to give updates in each of these Summer Sprint Series podcasts over the next few days or a week or so, and let you know what’s going on with these projects. So stay tuned.

    All right, y’all. Welcome back. This is Dr. Jeremy Sharp. It’s been a little while since [00:01:00] I have released a podcast. Some of that was by design. Some of that was not. I’m not a person who typically prerecords a ton of podcasts to release them if I’m out of town. Sometimes I’ll do that, but not usually.

    Our family had a little bit of a forced vacation here recently when our dishwasher leaked, flooded our floors, and ruined our hardwood floors on the first floor of our house. So we had to get out of the house for a little while and take an impromptu vacation, which turned out to be cool. I had a really good time with the kids up on the mountains here and then came back down to Denver and took them to a water park and the children’s museum. It was super fun.

    I’m not usually a person that rolls well with changes. So this is a good practice for me to [00:02:00] get out of my comfort zone and go with it. So that was part of the absence of podcasts. I was out of town and doing a lot of work to make sure everything went well with our house repair. But I’m back.

    Today is Summer Sprint Series #1. The Summer Sprint is a series of podcasts. It’s going to be 4 podcasts where I’m going to be talking about different aspects of the business to help get you on track for the fall and move your practice along to hopefully level up a little bit.

    Today, the thing that I am talking about is establishing a little bit of a foundation and thinking about a loose business plan. I’ve gotten a lot of questions in the Facebook group about when to grow, when to expand, when to hire, and that kind of thing. So this is setting the foundation for [00:03:00] growth and trying to figure out if you do want to grow or not.

    My good friend Maureen Werrbach from The Group Practice Exchange has a cool resource. It’s a flow chart to decide if growth is in your business plan or not. I’ll put that in the show notes and make sure that y’all can access that. It goes into a ton of detail about the decision-making process, but I’m going to do a little bit of an informal version of that here just to get you thinking about whether or not you want to grow, and if that is something that’s in your business plan or not.

    When I think about business planning, I’m not talking about a lengthy document. I mean, some business plans can be super detailed and go into all the nuances with finances, growth, marketing, and whatnot. That’s not really what I’m talking about. I’m more talking about visioning, I suppose.

    When I think about visioning, there are a few questions that I’d [00:04:00] like to try and answer. One is thinking about your practice in terms of the future. If you’re listening and if you’re interested, I’m guessing that you have maybe considered the idea of growth. It seems like a lot of you have.

    To think about this, I like to do a little bit of informal visioning. So, I sit down and I start with a five-year vision. So if you think about your practice in five years, what is going on? Who’s in it? What are you doing? How much are you working? How much are you making? Where is it? All those sorts of questions are great to start to think about. Time flies. One thing that I’ve learned over the course of being in business for 10 years is that you have to start planning much earlier than you think to make things happen.

    You might say to yourself, Oh, five years, that’s forever. How am I supposed to know? But that’s just two cycles of[00:05:00] hiring and maybe one lease agreement term. So it goes by fast. So think about where you see yourself in five years.

    Then from there, I like to walk my way backward. And the next stop on that journey is thinking about three years. So what’s going on in three years? How is that different from where you’re at right now?

    Once you’re at three years, we can start to zero in a bit on things that can change between now and then. So just start to get an idea of what’s happening for you three years down the road. Again, the same questions, how much are you working? How much are you making? What does your schedule look like? Who’s with you or not with you? Where are you at?

    At that point, I think it’s safe to walk backward a little bit more and think about your one-year plan. This is where you can make some changes. One year [00:06:00] flashes by. So this is where you can start to zero in on what needs to happen to start moving forward. So, think about where are you in one year, where would you like to be, how much would you like to make, are you working the same as now, or would you like to work a little less or a little more, different clients, so on and so forth.

    As you do those visioning exercises, you can step back and say okay, what are the consistencies here? What are the major changes from one year to three years to five years? And starts to get a picture of what needs to happen.

    This process is I think borrowed from the book, The ONE Thing. The idea here is that you start with a really big goal and you start and you walk backward to a shorter-term goal and so on and so forth till you get to where you’re at right now. And you can say to yourself, [00:07:00] what is the one thing that I need to do to move forward to reach the next goal? And it clarifies things a little bit.

    We can go into more detail with that perhaps on a separate podcast, but for today, I want to get you thinking about where you’re going to be a little way down the road and then walk that back and see how that translates to what you’re doing right now.

    So a little bit of visioning, I think, if we’re talking about growth we have to think about if growth would even be helpful or if it’s needed. So I would think about why you want to grow, certainly. Then I would also jump into analyzing the market a little bit.

    I believe most of the time it’s an if you build it, they will come kind of thing. However, the exception to that is hiring. I don’t think you should hire people unless you have a demand for the service that they are going to [00:08:00] provide. So that’s the first part here is doing a little bit of market research. Look around and figure out, is there a need in your community for the services you’d like to offer?

    One way to know that is if you have a waitlist. Another way is if you are booked significantly far out pretty consistently. When I say consistently, I think that we’re looking at at least a six-month cycle where your waitlist or how far out you’re booking remains about the same just to account for the ups and downs in practice. A year would be preferable, but I think six months is doable. So if you know that you’ve consistently been booked out for 3, 4, 5, or 6 months, that’s a pretty good sign that there’s going to be business for someone you bring on.

    Another visioning piece or thing to think through is how would you market these new clinicians. [00:09:00] Sometimes when we’re in solo practice, we can build a practice pretty easily by word of mouth, but when you start to bring folks on, you might have to do a little bit of marketing. So make sure that you have the means and the knowledge to do that. 

    I’ve done several podcasts on marketing so you could certainly look at those, and there are some other resources out there that can help as well. Lots of general marketing resources.

    The third thing you might think about is do you have office space for anyone that you might hire. This is something that can get overlooked. You could get excited and start to bring folks on and then realize that you need space, especially for testing. You’ll need At least one really big office where you can fit a testing desk and a conversation space or 2 smaller offices. Some folks that I’ve worked with have a 3-office suite where they have two [00:10:00] conversational offices and then a shared room that’s dedicated just to testing. There are lots of ways to do that, but you want to make sure to think through that. Do you have the space for your new hires?

    A final piece that you want to think about in this business planning/visioning is if you take insurance, you need to plan pretty far ahead in the future. Any new hire that you bring on is going to take let’s say, a conservative estimate would be about six months from start to finish to credential with an insurance panel. So you need to have a plan for what to do with them in the meantime. Maybe they do reduce cost sliding scale cash evals. You can perhaps bill technician codes or psychometrist codes and let them just do testing and make some money that way while they’re getting paneled for themselves. But that’s one thing to think about too. You’ll need to plan about six months to allow time for insurance credentialing.

    [00:11:00] So quick-hitting, fast tips on visioning and thinking about whether growth is in your business plan. Just to recap you want to:

    1. Figure out if this is even jives with who you are and what you want to do.

    2. Sit down and think about where you’re at five years from now, three years from now, one year from now, and then walk that back to what are some things, what’s one thing, what’re two things that you could maybe start working on right now to move you toward those goals.

    3. The third thing that you want to think about is some specific questions. Is there a need for the services you’re going to offer? How would you market those services if you need to? And do you have office space for anyone that you might bring on?

    4. With the bonus tip of planning way down the road if you need to insurance credential.

    [00:12:00] Thanks for listening again. This will be a series of quick episodes offering a few tips here and there to move the needle forward with some of your business plans.

    Like I mentioned at the beginning of the episode, this is the first in the Summer Sprint Series and I have some big things coming up. So stay tuned. I’m going to announce one thing in each of these Summer Sprint Podcasts. So stay tuned, listen to each of them, and check out those announcements that are coming up. I have two cool things that I think y’all will love.

    In the meantime, if you are thinking about starting a testing practice, you need to grow the practice that you already have, or maybe you’re looking to expand, I would love to help you out with that. You can go to the website, thetestingpsychologist.com/consulting [00:13:00] and learn all about coaching and what that might look like with me. I would love to help you out. If you have questions, we can set up a free phone call. We’ll talk for about 20 minutes, with no obligation at all, and figure out if consulting is right for you.

    Last but not least, if you haven’t joined the Facebook group yet, we would love to have you. It’s The Testing Psychologist Community on Facebook. We’ve got about let me see, 1100 or 1200 people now talking about testing, business, case consultation, all sorts of good stuff. So if you haven’t joined us there, please do; The Testing Psychologist Community on Facebook.

    I will talk with y’all in two days with the next episode of the Summer Sprint Series. Next episode we are going to be talking about where to find good hires. Once you’ve decided where you want to hire people, we’ll be [00:14:00] talking about where to find them.

    Y’all take care. Enjoy the summer. Talk to you soon.

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  • 56 Transcript

    [00:00:00] Hey y’all, this is Dr. Jeremy Sharp and this is The Testing Psychologist podcast episode 56.

    All right y’all. Welcome back to another episode of The Testing Psychologist podcast. We are up to number 56 and it is officially summertime, which is great. Hope y’all are enjoying the summer so far. My kids get out of school, let’s see, I’m recording the week before they get out of school. So they will be out by the time you hear this. I imagine a lot of y’all are in a similar situation.

    I don’t know about you, but something about going to school for so many years including undergrad, and grad school, we’ve been in school for a long time. It’s just ingrained in me that [00:01:00] things just get better in the summer even though I don’t get a ton of summer break these days. Certainly not like back in school, but there’s something about the summertime. Moods lighten. Fun is had. Schedules open up. The sun is shining. It’s great. Unless, of course, you’re one of our listeners who are in a different hemisphere and maybe that’s not the case about the sun shining. But I hope that most of you are having a great summer so far and experiencing a little bit of that lightning.

    Today, I’m going to talk with you about a few, I would say, quick tips on how to do a little spring cleaning for your practice. Now, this would have been more appropriate, honestly two months ago, but so it goes. Summer cleaning is as good as spring cleaning in my mind because a lot of us when we’re in practice things [00:02:00] are pretty crazy and hectic toward the end of the school year and your schedule tends to lighten up a little bit in the summer for most of our niches, I think especially those of us that work with kids, but for the most part, people go on vacation, things are just a little looser, a little more open in the summer.

    This is just a quick episode. I’ve done a lot of interviews here lately but this is just some quick tips on things that I’m going to be doing this summer to try and get the practice into shape and make sure that we are good to head on into the fall.

    Here we go.

    One of the main things, actually the first thing that you should be thinking about is, I would sit down and look at your calendar right now for the next three months, June, July, and August, and just do a quick survey of whether you are taking the amount of vacation that you want to take [00:03:00] or not. So, look through your calendar or think through your calendar if you’re driving or working out or something and think about, am I taking the vacation I want to take this month? And if not, start to explore that question. Is that because you got booked up through the summer too early and didn’t block out the time? Is it because you feel like you have to work to make more money? Is it because you like to work and don’t like to take vacations? Any of those are valid, but it’s always a good time.

    If you are not taking the amount of vacation that you want, then I would suggest something a little bit crazy. Go ahead and flip forward a year on your calendar and just block out two weeks, block out a little more time than you maybe did this summer so that [00:04:00] at the very least you’ve got something to look forward to next summer.

    I’m generally a fan of small vacations every quarter and then maybe a bigger one over the summer, but that’s up to you. Either way, if you’re heading into the summer wishing that you had a little more time off and you find yourself saying, Oh, I just can’t turn away these clients or they’re already booked and now what do I do? Take the time to flip forward and just set aside a little more time next summer so you don’t have that happening.

    The second thing that I think will be helpful for a lot of us is to make the time on your schedule to do this spring/summer cleaning. One of the main things that I get into, one of the main problems that I run into is again, getting booked too quickly, not taking the time that I need to, and not setting aside the time. If that’s something that is troublesome for you go ahead and look a few [00:05:00] weeks ahead, maybe two months ahead, as long as you get something over the next three months, even if it’s just one full day, maybe two full days, I think that’s plenty for a lot of us to do a quick survey of the practices’ health and do some of these tweaks that I’m going to talk about. So just make sure, again, looking at your calendar, go through it, and see if you can just pick out two days where you can block out huge chunks of time to dive in and try to assess your practice’s health.

    In terms of the actual things that you might do when you get to that open time, one thing that I like to do is make sure that you are in really good shape financially. A lot of us have the tendency to ignore finances or not dive into them as much as we could or should. So there are two [00:06:00] pretty simple steps I think that you can take to improve your finances if you’re not already doing that.

    One is to make sure that you’ve got some bookkeeping software. I use QuickBooks Online. I think it’s $10 a month or something like that. It’s really easy to run through and categorize your transactions especially, in our practices, we don’t have a ton of different expenses, so it learns which categories belong to which charges or vice versa, and then it applies that going forward. So, if you do one big run where you categorize everything, it learns pretty well from there. And then you can get a really easy, quick snapshot of your practice’s health. A lot of people call that profit and loss, but you can look and see how much you’re taking in, how that compares to last year, how much you’re spending. That’ll give you a really good idea of where you’re at with financial health.

    [00:07:00] The other step that you might do is check out this book called Profit First. It’s making the rounds in the mental health practice world. There’s a Facebook group specifically for Profit First users in private practice. It reshapes the way that a lot of us are thinking about finances in our practice.

    I won’t say it too much because I’m not doing a book review by any means, but it does force you to think more in terms of what would you like to make and how you set that aside at the beginning of the month and then use the rest of the money for your expenses rather than the other way around where we typically spend what we feel like we have to spend and then pay ourselves out of what is leftover. It flips that on its head and gets you to think about things in a little different way. I would put Profit First on your reading list if you haven’t read that already.

    Now, in terms of [00:08:00] specific testing kind of stuff, there are a few things that I like to do just to make sure that everything is running smoothly.

    One is to do a quick review of my test batteries. I think it’s easy to get into habits, certainly, and that can be helpful in many regards, but there are sometimes when you can get too habit-driven. I know that for myself. That’s certainly the case. I like to go through, and look at our test battery, and make sure that I still like everything that we’re doing for each of the referral questions that we get. I’ll just do a quick run-through. I’ll do a little dive into the research for each of the areas that we assess and make sure that there haven’t been any new tests that have come out or new checklists and that the ones that I’m using are still empirically sound and best practices for the referral questions that we see.

    So, [00:09:00] if you have a testing battery planner, you can do that pretty easily. If you don’t have a testing battery planner, you can get one. You can get mine at thetestingpsychologist.com. It’s a free download. So you can check that out if you don’t have a testing battery planner. And that makes it easy to see which tests you’re giving for which age groups and whatnot. So, review your test batteries, and make sure that they’re all up to date and you’re doing what you should be doing.

    The next step that I’m going to be doing is updating the paperwork. In our practice, which is a bit of a larger practice, we have several clinicians, and especially as of late, we’ve brought on a few new folks, I’m going to be going through to make sure that paperwork reflects their credentials, and updated disclosure statement.

    We hired an intern, so I have to do a new fee structure in the disclosure statement. [00:10:00] So, lots of things like that. Just run it through your paperwork. Make sure that you like the wording. Look through, think back whether clients have had any questions or if anything’s confusing. I like to tweak our demographic form fairly frequently to continue to get at the questions that are most relevant and try to cut down on the amount of time that people spend filling out paperwork. So those are some ideas for reviewing your paperwork to make sure that everything is up to date.

    One of the other things that I am going to be thinking about, or doing actually, is raising rates. There are, I think, two times in the year when you can raise your rates. A lot of people will do it in January as a New Year ritual. I think that’s great. I like to go through, just because of the nature of our practice, and do it over the summer because we tend to [00:11:00] have a little bit of a dip over the summer in terms of referrals and business, but that dip then leads to a huge increase in referrals come the second week of September or so when school gets back in.

    So this to me feels like a natural downtime to make a transition and raise our rates. So think about industry standards, and standard of living, look through some of the other testing folks in your community, and see if you are competitive. Weigh that against your expertise and what you offer. If there’s room to raise those rates, then go for it. 5% is a great benchmark to shoot for. As long as that’s not pricing you out of the market, I think that’s great.

    If you are in a small community or you’re not sure what other testing folks are charging, I always say [00:12:00] do some research into the standard rate for therapy. And then I think you can safely increase that by at least 10% because testing is likely a specialty and a niche that not many people are offering especially if you can’t find any other testing folks in your community to compare to. So you can use the therapy hourly charges as a guideline and maybe go up about 10% from that.

    I know a lot of you are probably saying, Oh, I can’t raise my rates. I’m in a network with all these insurance companies. Well, if that’s you and that is our practice in many regards, we take mostly insurance, what I will be doing is sending out letters to try to renegotiate rates with insurance companies.

    There are some templates out there I think that you can track down to request a fee increase. This is something I’ll just do every year. [00:13:00] Most of the time they say no, but I think I mentioned before, I just recently got a raise of about 20% from another insurance company that we’re in network with. So that works sometimes. That’s what you can do if you are in a network with some insurance companies. So try and raise your rates. Always helpful.

    The last thing that you can do to spring-clean your practice a little bit is go back over your report template. This is another one of those things that I revise fairly often. Reading it through, trying to get fresh eyes on it, making sure that everything you include is relevant. If you have the wherewithal and the clients who are willing to do it, you can get feedback from your clients to see what they like, and what they don’t like. Sometimes I’ll have friends or non-testing people read through the template [00:14:00] with a de-identified report and tell me what feels most relevant and what is not relevant and tweak that way.

    Related to that, I think it’s worth it to look through your recommendations and make sure that everything that you’re offering is appropriate, feels useful, and fits with your practice and the folks that you’re working with.

    If you need a little guidance on whether or not to include certain things in a report or some ideas around that, let me see. What episode was it? I feel like it was episode 30 something. I interviewed Jacobus Donders. He’s the author of Neuropsychological Report Writing. He gave us tons of tips on writing reports and what could be helpful. His book is super helpful too. So you can find that just by going to [00:15:00] thetestingpsychologist.com and you can search Donders, or how to write better reports and that will pop up. He’s episode 38, got a link to his book there, and I think it was a great interview. It was one of our most listened to.

    Those are a few quick tips on spring cleaning or summer cleaning for your practice. If you do 3 out of those 6 or 7, I think you’re in great shape. For me personally, I would love to see you take more time off and make sure that you’re working the schedule that you’d like to work. So if nothing else, check out your calendar and block out a little time to look at your practice, or take that time off and do whatever you’d like to do. Summer is a good time for vacation.

    With that, I will leave you. I hope that y’all are doing well. Again, enjoy your summer. We’ll be talking again soon. Thanks. [00:16:00] Bye bye.

    Click here to listen instead!

  • 055 Transcript

    [00:00:00] Dr. Sharp: Hello everyone, welcome back to another episode of The Testing Psychologist podcast. This is episode 55.

    Today, I’ll be talking with Dr. Robin Peterson. Robin is a pediatric neuropsychologist whose primary research interests center around dyslexia and related disorders. She also has research interests in the area of traumatic brain injury and spina bifida.

    Robin trained through the Colorado Learning Disorders Resource Center since 2004. She’s a board-certified clinical neuropsychologist with the pediatric neuropsychology subspecialty. She’s also an Assistant Clinical Professor at Children’s Hospital Colorado in conjunction with the University of Colorado School of Medicine. She works full time at Children’s Colorado evaluating and treating children with a range of brain based disorders. Robin also participates in mentorship of graduate students, predoctoral interns, and postdoctoral fellows.

    [00:01:00] She has an incredible wealth of knowledge around learning disorders and not included in that biography’s the fact that she co-authored many chapters in Bruce Pennington’s book, Diagnosing Learning Disorders, Second Edition and she has bumped up to be an official co-author for the third edition, which is coming out in January, 2019.

    So we get into lots of discussion around dyslexia evaluation and the state of the research for that. She shares many nuggets of fantastic information that I think y’all will find helpful in the assessment of dyslexia.

    Before we get to the interview, I want to give a shout out to our sponsor, Q-interactive. They’re on board for the last episode of the month as a sponsor. Q-interactive, if you have not heard, is Pearson’s digital test administration platform. You could administer and score and report on several [00:02:00] relevant measures for our field; intellectual measures, academic measures, language, memory and neuropsychological; all on the iPads.

    This system has been super helpful. In our practice, we use it every day and kids love it. It helps with scoring time. It’s fantastic. So if you are interested in Q-interactive, you can check it out at helloq.com/home and figure out if it’s right for your practice. I think it’s great for those who are just starting out because it definitely lowers the cost of entry into assessment. You don’t have to spend thousands of dollars on an assessment battery. You can have access to many of the most popular tests just with a small yearly licensing fee. So helloq.com/home.

    All right, let’s get to the discussion with Dr. Robin Peterson.

    [00:03:00] Hey y’all, welcome back to another episode of The Testing Psychologist podcast. I’m Dr. Jeremy Sharp. Like I said in the introduction, I am here today with Dr. Robin Peterson, someone that I am thrilled to be speaking with. I’ve heard of Robin for many years now through my connection with Amy Connery, who was also on the podcast several episodes ago.

    Robin and Amy are both pediatric neuropsychologists at Children’s Hospital of Colorado. Robin is also, she had a big role in Bruce Pennington’s book Diagnosing Learning Disorders from back in, was it 2010, you said, Robin?

    Dr. Robin: That’s right. Yes.

    Dr. Sharp: Yeah. I apologize, were you a co-author of the book? [00:04:00] I know your name was on several chapters.

    Dr. Robin: Right. In the second edition, and hello everybody, and thanks for having me.

    Dr. Sharp: Welcome, pardon.

    Dr. Robin: Came out when I was a graduate student or we did the work on that when I was a graduate student. At that time, I was a co-author on most of the specific disorder chapters. We have a more recently revised book. It’s in its third edition now and it should be coming out from Guilford Press in January. On that new version Lauren McGrath, who’s now a colleague at the University of Denver and I are the second and third authors respectively.

    Dr. Sharp: That’s fantastic. I’m excited for that book. That was news to me when we were chatting before the recording started. So that is really something to look forward to.

    Dr. Robin: Good. We really enjoyed putting it together and a fair amount has happened in the field in the last nine years or so, it will end up being, and so there’s [00:05:00] some good new material in there.

    Dr. Sharp: Oh, that’s great. I’m just going to go off script right away and since you say that, I’m curious, are there any little teasers or tidbits that you could throw out there that has changed, that feels like new material since the last one?

    Dr. Robin: Sure. Yes. There are several new chapters. The DSM has been revised since the last edition. So there’s a new chapter on the shift in diagnosis for specific learning disability with the change from DSM-IV to DSM-5 and discussion of the strengths and weaknesses of that approach as we see it.

    There is a new chapter on comorbidity since we know that comorbidity among learning disabilities and more broadly, neurodevelopmental disorders is the rule rather than the exception, but way back when Bruce was the single author and wrote [00:06:00] the first edition of that book, the field was still driven by a single deficit approach to learning disorders. So really looking for what is the core deficit that can explain dyslexia, we really thought at that time it was phonological awareness and what’s the core deficit that can explain autism or math disability.

    Since that time, I think the field has evolved to this more of a multiple deficit model with the idea that there are many at the etiologic, brain, and cognitive level, there are many different risk and protective factors that interact to determine what diagnoses a child would have. Some of those risk factors tend to be shared across diagnoses, which helps account for comorbidity. So that’s become a focus of this, certainly was the second edition to some extent, but even more in the third edition.

    Dr. Sharp: Sure.

    Dr. Robin: There is a new chapter on understanding group [00:07:00] differences in achievement; things like gender differences and socioeconomic status and racial differences. I’m trying to see how that approach is complementary or distinct from an individual differences approach.

    There’s a new chapter that’s focused on clinical applications, so explaining overall the assessment model that we advocate as well as common issues, confusions, things that might come up dealing with things like a broad approach to the recommended battery, those sorts of things.

    And then all the disorder chapters are similar to the second edition, there’s a front matter that tackles these general issues. And then there are specific disorder chapters that cover dyslexia, math [00:08:00] disability, speech and language disorders, ADHD, intellectual disability, autism spectrum disorder.

    There’s been certainly a lot of new science that has come out in the decades since the second edition was published. So the scientific parts of those chapters have all been thoroughly revised. Their case studies have been updated to be more consistent with DSM-5 versus DSM-IV.

    Dr. Sharp: Oh, that sounds great. I’m super excited to see that. I’ve used that second edition, just referred back to it so many times for so many questions and bring it into supervision, and recommend it to all my graduate students. So it’s really cool to hear that y’all are updating it. I really anticipate that.

    Dr. Robin: Well, thank you. That’s really wonderful to hear.

    Dr. Sharp: Of course. It’s good stuff. Gosh, let me back up and do a formal welcome. Thank you so much for coming on the podcast. This is awesome to have you here in person.

    Dr. Robin: It’s [00:09:00] my pleasure to be here. Thank you for inviting me.

    Dr. Sharp: Of course. I wanted to maybe start talking a little bit about your background and how you got where you are today and what today looks like in terms of clinical versus research versus anything else that you’re doing.

    Dr. Robin: Absolutely. Well, if you don’t mind, I might go way back just because I took a little bit of a winding path to get where I am. When I’m talking to trainees or young people trying to figure out their way, I always think it’s helpful to know, I think some people know right away; I want to be a psychologist or a clinical psychologist or a neuropsychologist and get there at a very direct route which can be wonderful but I did not. And so I always like to be able to share that side of the story as well.

    I discovered [00:10:00] child psychology, developmental psychology, cognitive psychology as an undergraduate. I went to college thinking that I wanted to be maybe a math major, computer science major but then I got there and decided, maybe not. And so I started shopping around in the spring of my freshman year. I was at Harvard at the time. I took a class in child development and I was fascinated by it and loved it, so decided this was where I wanted to focus my efforts.

    Harvard was just starting, at the time, a brand new cognitive neuroscience initiative for undergraduates. So I did that, which really meant a major in psychology and a minor in biology. And so I did that for the rest of my time there and was lucky to be able to work in some really good research labs. I worked with [00:11:00] Alfonso Caramazza, who’s a psycholinguist and cognitive scientist, and learned a tremendous amount from him. I also worked in an Infant Cognition Lab where I learned a lot and also met my husband, and that was wonderful too.

    And then I thought, well, this is really cool and I love this research and I love this work but I had had almost no exposure at that point to clinical psychology. At the time, Havard didn’t have a clinical psychology program, now they do. So I didn’t meet anybody who had done that and I thought, well, I like this stuff in the lab but I actually want to work with kids so I don’t think I want to go to graduate school in psychology. And so I decided to become an elementary school teacher.

    So right after college, I got a Master’s in Education. I did an in-service [00:12:00] teacher training program where we were placed as student teachers in classrooms during the day and then took courses in the evening. And then I went off and I taught for about five years. I taught kindergarten and 1st grade.

    I loved aspects of the work. I loved getting to know the kids and trying to understand things from their perspective. I did not gravitate quite as much towards curriculum development and behavior management for large groups of children at once. And so I knew I wasn’t going to do that forever but I was trying to figure out my next steps and in the process of that, I ended up consulting with a clinical neuropsychologist about one of my students who was having difficulties with aspects of early academic development. [00:13:00] I was just so amazed and impressed that in the context of maybe meeting with this child over the course of a day or two days, she got all this rich information that felt so relevant to me and so helpful. I thought that that seemed like a really cool thing and maybe that’s the direction that I want to go in.

    Also while teaching 1st grade, I got really fascinated with the kids who seemed to be having difficulty learning to read. There were a lot of different kids who seemed to have that difficulty and they presented in different ways; some seemed to be struggling pretty broadly, and others had a very interesting pattern of strengths and weaknesses. I was just struck by both kinds of kids.

    So I ended up applying to graduate school and was fortunate to be able to go back to work with Bruce Pennington, which was just an [00:14:00] absolutely perfect fit for me because I was able to focus and learn a lot about dyslexia and language and reading disorders, and also get good broad training in clinical psychology and developmental cognitive neuroscience.

    So I did graduate school here in Denver with him. And then I finished my clinical training in pediatric neuropsychology mainly at Children’s Hospital Colorado. I did my internship there, and then I did a postdoctoral fellowship that was combined between some work in Bruce’s clinic at the University of Denver and also with Michael Kirkwood who’s a pediatric neuropsychologist at Children’s Hospital.

    Dr. Sharp: Mm-hmm. Talk about landing in the right place for what you’re interested in, right?

    Dr. Robin: Absolutely. Yes.

    Dr. Sharp: Wow.

    Dr. Robin: I was very fortunate in that way.

    Dr. Sharp: Yeah, for sure. Tell me [00:15:00] a little bit about what you do now day to day.

    Dr. Robin: For almost five years, I’ve been a full time pediatric neuropsychologist in the Department of Rehabilitation at Children’s Hospital Colorado. My position is primarily a clinical position, although I try to keep my hand in the research and scholarship world as much as possible. We have a big training program there and we train externs and interns and fellows, and I’m quite involved with that as well.

    And then as far as the clinical work itself, the majority of my clinical caseload are kids who are coming in through our concussion program. Most kids, if they get a concussion, they recover pretty quickly and well, but a minority of kids have problems that go on for a longer period of time and those are the kids that I typically see.

    [00:16:00] On the neuropsychology side, we use an abbreviated evaluation model, which is designed to identify both injury-related and also non-injury factors that may be contributing to their slower recovery or ongoing problems, and then to design an appropriate treatment plan.

    Interestingly, although most of those kids are not referred explicitly for a learning disability evaluation, I do end up still diagnosing and managing specific learning disabilities in a good number of kids in that context because one thing that sometimes can happen is that a child may have an undiagnosed learning disability which has been contributing to making school much harder for them. And then if they get the concussion, they maybe fall behind and it’s hard to catch up if they’re not getting appropriate supports or sometimes a learning disability might be misattributed to a concussion, [00:17:00] those kinds of things.

    So that’s the biggest part of my clinical caseload. And then I also do see kids who have a variety of medical diagnoses and might have a medical home within the rehabilitation department, who might need a comprehensive neuropsychological evaluation. So I see a good number of kids with spina bifida, also more significant brain injury, so like moderate to severe traumatic brain injury, prematurity, anoxic brain injury, those sorts of things.

    Dr. Sharp: Oh, yeah. It’s funny when you talk about, you mentioned that brief model that y’all use. I remember talking to Amy, I don’t know when this was, maybe a year ago, and she outlined, she called it the one-hour concussion battery. I don’t know if that’s literal or not but it was pretty close to an hour to get a pretty decent sense of how a kid’s doing.

    Dr. Robin: For many kids that does, [00:18:00] that can be sufficient for this population and the referral questions but it’s been such a great experience for me more broadly because it has taught me how a very focused battery, very efficient approach for many questions or if at least for certain questions can give quite rich and detailed information. Certainly, I don’t do one hour of testing with many of my patients but it’s helped me learn efficiencies in other places too.

    Dr. Sharp: Yeah, for sure. I think that’s a common thread and discussion around on the podcast and elsewhere. I talked to Jacobus Donders who wrote that book, Neuropsychological Report Writing. When he came on, he blew a lot of folks’ minds when he was saying that he wrote his reports in about 20 minutes after thinking [00:19:00] through it and conceptualizing. So this is the testing battery equivalent of that. It’s like how do we pair this battery down to do only as much as we need to.

    Dr. Robin: Right. And to be clinically relevant. I think that’s been his argument with reports too, is that, you can write a 20-page report but who’s going to read it? And so how useful is that going to be?

    Dr. Sharp: I’m going to go off the path a little bit, but since it’s come up for us, I know people are probably out there like, what is the one-hour battery? Would you be willing to just briefly run down the brief battery that y’all use in the concussion clinic?

    Dr. Robin: Sure. I think this could be extended to many kids where the real question is a straight up reasonably specific learning disability that you get a ton of information from them [00:20:00] a well-organized clinical interview and review of records. So those pieces don’t count towards the time of the testing battery but are important to include.

    And then in the context of Concussion Clinic, in addition to interview, certainly as far as performance-based tests, we tend to do a two-subtest WASI, just to get a general sense of overall cognitive or intellectual ability. We typically do an untimed word reading measure, we have three, is one most of us are using right now and that’s useful because it’s something that we know is pretty insensitive to brain injury, including more severe brain injury so it should give a pretty reasonable sense of where the child was likely functioning prior to the injury, except of course, in the case of dyslexia, then it wouldn’t be so good for that.

    We do some [00:21:00] measures of cognitive efficiency, so typically like a Wechsler Digit Span and processing speed measure. Many of these kids have complaints about memory and so to better understand those, we give formal learning memory tests. So either California Verbal Learning Test or in some cases, maybe verbal learning from the WRAML or the ChAMP, something like that.

    Sometimes we’ll include, especially if the nature of the injury and the time since injury are such that it would be more likely that we could capture ongoing injury effect on performance-based testing, we might include things like D-KEFS, Trail Making and verbal fluency. We almost always give Structured Social and Emotional Questionnaire so often something like a MSCEIT to the parent and child, often an anxiety depression measure; we like the RCADS.

    [00:22:00] For many of our kids, post-traumatic stress symptoms are of some relevance so we like Edna Foa’s measure, which is the Child PTSD Symptom Scale for that. If we’re concerned about a preexisting ADHD or learning disability, we might give the parent questionnaires around those things like a Vanderbilt, or there’s the Colorado Learning Difficulties Questionnaire

    And then, because we have found that approximately maybe 15% of the kids who are referred for concerns following concussion present in with what we would call noncredible efforts, so there’s evidence essentially, not doing their best on some of the tests, we think formal validity testing is extremely important with this population so that we might use the Medical Symptom Validity Test, sometimes the TOMM, the Test of [00:23:00] Memory Malingering. In younger kids, there’s a newer test out called the Memory Validity Profile, which is pretty good.

    Dr. Sharp: Cool.

    Dr. Robin: I guess I should just say, the Test of Word Reading Efficiency, the TOWRE, is a great screener, a quick measure for dyslexia concerns. So if you have concerns about that, we’ll throw that in as well.

    Dr. Sharp: Got you. That’s great. Thanks for taking that little deviation. Like I said, I know people were probably like, tell me the battery. So that’s super.

    Dr. Robin: That’s flexible, of course. Add things as needed, depending on the question.

    Dr. Sharp: Sure. Very nice. Let’s dive in, you do a lot of research and have done a lot of research around learning disorders and I would love to talk with you about that. There’s a lot of discussion about what is a learning disorder. How do you diagnose it? How do you measure it? [00:24:00] What’s the battery? All of those pieces.

    Dr. Robin: Sure. I like the term learning disorders. I think Bruce somewhat helped pioneer that with his first edition of the book and at least the way I think of it is that it is a broader term than just learning disability or specific learning disability and maybe we can talk about that; how specific are learning disabilities, I think is a really important question, clinically and from a research standpoint that I hope we can talk about.

    So when I think about learning disorders, I think broadly of many of the neurodevelopmental disorders, so things like certainly dyslexia or reading disability, math disability but also ADHD and language impairment, intellectual disability, those sorts of things. The majority of my research work has been more focused on that subset within [00:25:00], which is, the specific learning disabilities. I’ve done some work on speech and language disorders, and then because of the very high comorbidities with ADHD, that needs to be considered as well.

    The research that I’ve done has generally been, I’ve been fortunate to train and now collaborate with the Colorado Learning Disabilities Research Center, which is an NIH-funded multi-site center. It has been around in some form for other years. Currently, it’s a collaboration between many different institutions. Erik Willcutt at CU Boulder is the overall center PI. The goal is to better understand the etiology of different learning disabilities as well as their [00:26:00] relationships to one another.

    Dr. Sharp: That’s wonderful.

    Dr. Robin: There are two other LDRCs around the country. Currently, there’s one in Texas and one in Florida. I know at one point you had asked about resources and so all three of those LDRCs have web pages with varying amounts of links to different resources. I know that Texas LDRC, for example, has things like lesson plans for teachers. I think the Florida one has a lot of resources for parents. So I think all three are worth checking out.

    Dr. Sharp: Oh, that’s great. I’ll link to those in the show notes so that folks can jump on those websites.

    Dr. Robin: Perfect. So let’s see, we talk about some research stuff maybe first and then we could answer questions about diagnosis and battery and all of that.

    Dr. Sharp: Oh, yeah.

    Dr. Robin: Maybe a few projects that I’ve been [00:27:00] involved with recently through the CLDRC, one was a project trying to look at the relationship between literacy development and then some of the cognitive correlates of literacy, so things like rapid naming and phonological awareness. I think this actually is quite clinically relevant because most folks who work clinically in this area obviously know that many kids or most kids with dyslexia have weaknesses in phonological awareness and quite possibly rapid naming and so those can be good things to assess in the context of an evaluation.

    I think often there’s an assumption that the cognitive, if you will, issues are causal, and those are the core underlying problems that then lead to the literacy problems. And in some cases, even that, it wouldn’t be appropriate to make a diagnosis unless you find evidence of [00:28:00] these cognitive issues. If a kid has reading problems but their phonological awareness is okay, and their rapid reading is okay, maybe a diagnosis of dyslexia would not be appropriate, which I think is a misconception and we can talk more about why.

    The point of this paper, which has been available online for a little while at Developmental Science, and the print version just came out pretty recently, was to try to understand whether some of these relationships might be reciprocal or bidirectional. We’ve known for a long time that literacy and phonological awareness has a bidirectional relationship.

    There was some seminal research that was done showing that if you looked at adult natural illiterates, adults who never learned to read but not because of any particular disability on their part, but just because they happen to live in a culture where they didn’t get formal instruction and literacy. [00:29:00] They tended not to have good metalinguistic awareness of individual phonemes. So they couldn’t really pass what we think of as classic phoneme awareness tasks but then after they got reading instruction and learned to read an alphabetic script where individual phonemes are represented with individual letters, they did then develop phoneme awareness.

    So this suggests that when you and I are listening to people talk, we have this sense that all of these individual sounds are neatly lined up in their speech like beads on a string, but that’s really more of an illusion and it comes from our extensive experience with an alphabetic script.

    Dr. Sharp: Awesome.

    Dr. Robin: We see a similar pattern in kids learning to read which is that robust phoneme awareness, metalinguistic awareness of speech sounds at the level of the individual phoneme. [00:30:00] Doesn’t fully emerge until kids are underway with their literacy skills. They can have good awareness of rhyme and bigger chunks but not individual phonemes.

    Dr. Sharp: Oh, that’s interesting. I’m immediately jumping to the impact on assessment then and timing of an assessment and then how.

    Dr. Robin: Exactly. Just to finish this one research project, so that had already been pretty well established for phoneme awareness. And then more recently, researchers were starting to look at this for verbal working memory. There’s some evidence that indeed learning to read improves your verbal working memory as well. Doesn’t seem shocking but it had been looked at a little bit less for rapid naming and the results were a little bit more mixed.

    We had access to a longitudinal database called the International Longitudinal Twin Sample, [00:31:00] which included kids from the United States, Australia, and Scandinavia. Dick Olson here at CU Boulder and then his colleagues, Stephan Samuelson and Brian Byrne were the PIs on that project and generously allowed me to have a crack at the data.

    And they had repeated measurement of these twins essentially prior to entering kindergarten and then at the end of kindergarten and the 1st grade and the 2nd grade and it’s continued from there. What we were able to show was that in the very earliest stages of literacy acquisition, it looked like the kids who were learning their reading and writing skills more quickly later showed more growth in some of their rapid naming skills. So also at other points in time, rapid naming predicted later literacy.

    Essentially, it looks like that this pattern is [00:32:00] similar across all of these reading-related cognitive skills. And that certainly, better phoneme awareness, better rapid naming, better verbal working memory predicts later literacy and probably helps support literacy development but also learning to read changes your brain. As you become literate, you also, as a consequence of that get better at some of these tasks.

    And so I completely agree with you that that has implications for assessment in that when we’re assessing a child who’s seven and does poorly on some of these tasks and also is struggling to read, we have to appreciate that probably part of the reason they’re struggling with those tasks is more of a consequence of their reading difficulties and not just a course.

    Dr. Sharp: Okay. That’s fascinating. How do you tease that out?

    Dr. Robin: At the level of the individual child, you may [00:33:00] not be able to, and I think that that’s okay. I think that the point is to appreciate how interconnected all of these things are. From an intervention standpoint, what matters is helping them to get better at reading.

    We know that for the youngest kids, a combined approach that does explicitly teach phoneme awareness in conjunction with direct literacy instruction appears to be very helpful but we don’t have good evidence that training phoneme awareness or rapid naming or verbal working memory or any of these things in isolation without including that direct literacy teaching, we don’t have good evidence that that works.

    And so that the critical pillar for dyslexia, for diagnosis, the critical question is, are their basic reading skills; word [00:34:00] reading and non-word decoding and spelling and fluency, are those things weaker than they should be given their age and the amount of instruction that they’ve had? Can we rule out alternative explanations for that like inadequate instruction or being deaf or those kinds of things? If yes, if the child has that kind of difficulty, then the key treatment is explicit direct literacy instruction.

    Dr. Sharp: Got you. And when you say, just to break it down simply, when you say direct literacy instruction, what do you mean by that?

    Dr. Robin: Typically, it’s done in a small group or one-on-one setting for kids who have a disability or more difficulties than their peers. And that it’s about breaking the code so phonics-based instruction; teaching kids about how letters and sounds go together. This is more [00:35:00] than just letter B says buh and P says puh.

    Certainly, English has complicated rules about how letters and sounds go together. I think one example that a reading instructor shared with me years ago is that the long a sound in English can be spelled eight different ways, perhaps, /aye/ /ai/ and /ay/ and /eigh/ and the list goes on.

    Most kids who don’t have dyslexia don’t need to be explicitly taught that, their brain figures it out implicitly and they eventually learn all of those patterns and they can apply them in their spelling and in their reading but some kids need to be explicitly taught that and to be shown each pattern and to practice it over and over again in the context of reading and writing activities.

    Dr. Sharp: Sure. Got you. Thinking about the timing again, does that change at all the age at which you might make a [00:36:00] formal dyslexia diagnosis?

    Dr. Robin: Oh, it’s so interesting. You should ask that because a colleague of mine just emailed with a really fascinating case. It was a five-year-old who was in pre K, but there were a lot of signs. And so she was saying, I don’t think I’ve ever rendered a formal diagnosis at this point before, but I don’t want to withhold something that could be helpful from the point of getting services. I know where this is going and it led to very interesting discussion.

    For me, personally, I think because kids can change and can respond to intervention, I don’t think I’ve ever personally diagnosed a child younger than age six and at least partway through 1st grade. And even then, I proceed with some caution but I think if there’s a preponderance of evidence that that can be meaningful at that age. I do think we can [00:37:00] identify kids who are at considerable risk or appear to be very much on that path and recommend intervention is certainly younger than that.

    Dr. Sharp: Sure. That makes sense. So then just continuing on this dyslexia train here, how does that translate to actual assessment? What measures are you looking at? What’s your, maybe, I don’t know if you call it ideal battery to assess dyslexia?

    Dr. Robin: Sure. Yeah. In general, my approach to assessment is to try to be comprehensive and integrated. So I really rely on three main streams of information. I think the HOT mnemonic is very useful. So history, observations, and test results, and really rely on all three and integrating information across the three. [00:38:00] So a single test result does not a diagnosis make, of course.

    And so for dyslexia, certainly school history is very important. There’s got to be a history of some difficulty acquiring basic literacy skills. Family history is typically very relevant because we know dyslexia is partly genetic and does run in families and often there is a known family history of dyslexia. If not, often in talking with families, there’s evidence of somebody who had similar difficulties even if they weren’t formally diagnosed. Early developmental history typically doesn’t have major red flags but there might have been a mild speech and language delay. It’s not uncommon to hear about.

    So then in terms of observations in [00:39:00] the context of dyslexia, oftentimes the child may not like reading, may be visibly distressed if they’re asked to read out loud. Sometimes we see certain types of errors; what we might call whole word guesses when they’re reading so just taking one or two letters and substituting a word that really doesn’t quite sound anything like that but just has some of the same letters.

    A similar type of error in non-word reading is what we call a lexicalization error, so the child takes a non-word and turns it into a real word, which shows that they’re really not applying either knowledge of phonics or letter-sound correspondences and they’re just trying to make a match to a word that they already have in their lexicon.

    Both of those kinds of errors, I should say, happen to some extent in typically developing kids who are relatively early in their reading development. And so it’s not like, oh, the child made one whole word, yes, they must [00:40:00] have dyslexia. Those errors do become less common as kids get older and I think as you have, of course, more and more experience with this, you develop to some extent, some internal norms about what’s developmentally appropriate at what age.

    And then as far as test results, there are test battery, I should say. I think it depends on the context and referral questions and the history will be helpful in terms of identifying possible comorbid conditions that also need to be assessed for. We know dyslexia very commonly co-occurs with ADHD, with math disability, with language impairment, and to some extent also with internalizing symptomatology. So I think those are all areas that are important to at least screen for and how much testing needs to be done will vary with the child.

    I do find an IQ test helpful in most cases [00:41:00] in the context, if I have the time, a more comprehensive evaluation, I will do a full IQ test for a few reasons. One is just that I think it gives a good context for understanding the rest of the battery and for understanding what kind of other strengths and weaknesses the child is bringing to the school setting, for sure.

    Also, I use the WISC, and so if you give the WISC, then you get a pretty decent estimate of language, you get a good estimate of working memory, and you get a good estimate of processing speed, and those are, as we know, some of the cognitive correlates of learning disability. So that’s useful to have as well.

    In other cases, as I was saying in the context of the Concussion clinic, I’ve certainly rendered many diagnoses just using the two-step test WASI, not necessarily […]. Of [00:42:00] course, it’s important to objectively assess academic skills. And when we think about academic skills and the ones that we can measure pretty well while we have reading and within the context of reading, it’s important to have basic reading. So on-time single-word reading, non-word decoding, also reading fluency is very important and then a higher level reading like reading comprehension measures can be quite helpful as well.

    Typically, I would at least do a brief math screen. Go ahead, did you want to jump in?

    Dr. Sharp: Oh yeah. Good catch there on my intake of breath. I was curious about silent reading fluency versus oral reading fluency, is there any difference there in terms of clinical utility?

    Dr. Robin: That’s a great question. I don’t as regularly assess silent reading fluency, although I have. The argument for that is [00:43:00] that’s more what kids are often asked to do in school. The problem is you don’t always know how well they’re doing it and you certainly lose the opportunity for some of those behavioral observations that we talked about, like what kinds of errors are they making. So I think for those reasons, I’ve drifted away from it.

    Certainly, for like a reading comprehension measure, I think there would be an argument for it especially if you think you have a child who might be reluctant or anxious about reading aloud, you remove that added load from them.

    Dr. Sharp: Would you give something like the GORT in addition to the WIAT to get at both of that?

    Dr. Robin: Yes, I often do. The nice thing about the GORT is that you do get the paragraph level reading fluency, which for some kids looks different and is pretty highly correlated with something like the [00:44:00] TOWRE however you prefer to pronounce it but there are kids who often, perhaps because of some underlying language strengths or weaknesses, they might do relatively better on one than the other. So that can be useful to see.

    The GORT, of course, also gives you a measure of reading comprehension. All measures of reading comprehension have their own issues and Jen Greenfield, University of Denver has done some good work showing that essentially, they assess different things. So some reading comprehension measures load much more highly with decoding whereas others load more highly with oral language and listening comprehension. So depending on which measure you give and the age of the child, you might say a child does or doesn’t have a reading comprehension problem.

    The issue with the GORT comprehension currently, the way it’s set up, there’s two of issues. One is that [00:45:00] it’s only a fluency ceiling and so a child who has a fluency problem is going to be limited in how well they can do with their comprehension.

    I think from the point of view of the, giving the test and the child taking it, I understand why they made that change because it was just so painful to give the task to a child who had dyslexia and couldn’t read anything that was in front of them but was maybe verbally bright enough to get enough answers right. That you had to continue testing while beyond the fluency ceiling.

    The other issue is that there are a fair number of questions that really require very specific, almost rote memory of items from the text and so they’re not really getting at higher level comprehension processes. But again, I don’t think there’s any perfect reading comprehension measure.

    Sometimes, I think you could just rely on, give your decoding [00:46:00] measures, your fluency measures, and then give good language comprehension measures and you should get out of those two things. You ought to have a pretty good sense of what the child’s reading comprehension would be.

    Dr. Sharp: Yeah, I could understand that. When you say good language comprehension measures, is that like the oral language tests on the WIAT or are you thinking of something else or?

    Dr. Robin: I often use some things from, say, the CELF, the Clinical Evaluation of Language Fundamentals.

    Dr. Sharp: Oh, sure.

    Dr. Robin: There’s an Understanding Spoken Paragraph subtest on there that’s pretty much an oral language version of reading comprehension. I think even things like some of the story memory tests correlate pretty strongly with listening comprehension measures. Even something like WRAML stories, although it’s technically supposed to be a memory measure. I think both quantitatively and qualitatively will give you pretty good information about that.

    Dr. Sharp: Cool. So once you do all this assessment and you’ve got your test [00:47:00] results, and actually before I totally transitioned, were there other measures that you would include in your ideal battery?

    Dr. Robin: Yeah, so I would say, you saw my estimate of IQ, pretty good coverage of academics including both basic academic skills as well as higher-level skills. And then at a minimum, some kind of screening for language but that might just come out of your IQ and history but if you have concerns, then doing more detailed oral language testing. Typically, some kind of screening for ADHD-type symptomatology because of the high correlation.

    I guess people would be wondering about phonology and the CTOPP or phonological awareness and RAN. And as we’ve already talked about, I don’t think you need those things to make a diagnosis but they can be helpful and sometimes for treatment planning as well. I would consider that under the broader umbrella of language. And then probably, some kind of screen for emotional and behavioral adjustment.

    [00:48:00] Dr. Sharp: Got you. Do you feel like there’s much utility in something like D-KEFS Color Naming or letter sequencing or anything like that? I’m not super familiar with that literature; if there’s anything to support those in thinking about dyslexia.

    Dr. Robin: Right. D-KEFS Color Word Interference subtest has several different conditions. One is essentially a reading test where you’re getting […], one is essentially a rapid naming test and then one is supposed to be getting executive function, which is cognitive inhibition through the Stroop effect.

    So certainly we would expect effects of dyslexia on those baseline conditions but you’re probably giving other measures that are a better reading test and possibly a better rapid naming test. I don’t think that the Stroop is [00:49:00] important in diagnostically for dyslexia.

    Some people like to do performance-based executive functioning testing and an ADHD battery. I think there could be some utility there but you have to remember, well, if the child has comorbid dyslexia, to what extent are the executive functioning tests impacted by dyslexia-related issues? I think for both letter sequencing and color-word interference; you would have to wonder about that.

    Dr. Sharp: That makes sense. All right, that’s a solid battery, certainly. There aren’t a ton of surprises there. It’s nice to have you clarify maybe not needing the CTOPP necessarily, or maybe not needing the D-KEFS exactly if you’re just looking at the dyslexia piece. I’m curious then, and this is such a can of worms to open, but I’m just going to do it, then how do you [00:50:00] make the diagnosis and how do you distinguish what is actually a learning disorder from a score standpoint? Of course, we’re getting into discrepancy model versus PSW and that kind of stuff, I’m curious your stance on that.

    Dr. Robin: Yeah, absolutely. For me, the first thing that’s so important to frame this discussion is to appreciate that dyslexia as well as every other neurodevelopmental disorder, as well as essentially every diagnosis in the DSM, really falls on a continuum. And so we think literacy development is normally distributed and at some point, we’re setting a cut point and saying, if you’re below this point, you have a disorder. But you could fall,

    I use the blood pressure metaphor with parents all the time. This is not like cystic fibrosis where you have it or you don’t. This is like blood pressure, at a certain [00:51:00] number, your doctor is going to say your blood pressure is too high and I’m recommending medication but you could be one point below that cut-off and it’s not as though you have no blood pressure issues whatsoever.

    And of course, our tests all have error. Kids can change from day to day. And so no matter where we set the cut-off, there are just always going to be kids who fall into a gray area and about whom I think reasonable professionals could disagree. And so I always like to tell students, if you’ve been in a case conference discussion about whether the child has a learning disability or not, I’m sure you’ve had a heated discussion about it because it’s just the nature of what happens when we try to impose these categories on something that’s essentially a continuum.

    Dr. Sharp: Oh, yeah.

    Dr. Robin: So that being said, for me, the question then becomes, well, what’s the point of diagnosis and is it clinically useful? So is it going to help people understand this child? Is it going to guide appropriate [00:52:00] intervention? Is it going to buy them access to services that they need and are not getting?

    And so depending on the answers to that question, potentially we could have two kids who have pretty much identical scores but I might come down differently on the diagnosis question, depending on how clinically meaningful I thought it would be for that particular child.

    Dr. Sharp: Can you give me an example of that?

    Dr. Robin: Sure. For example, I see a lot of kids who have a medical diagnosis like spina bifida, and they typically are identified at birth or before birth and are getting services from before birth, and they usually have an IEP and it may identify them as a student with an orthopedic impairment or something. And then a lot of them also have cognitive and learning issues that go along with it.

    In some cases, they might technically meet our criteria for a specific learning disability, [00:53:00] but if I think that they’re already getting the appropriate services at school, and the school understands the individual child’s profile pretty well, and the parent understands, and just adding another diagnosis wouldn’t really shift the clinical picture at this point, I might not do that but another child who didn’t have access to services, didn’t have a medical diagnosis, even if they had a similar profile, I might find it more useful in that kind of case to give a formal diagnosis.

    Dr. Sharp: Yeah, I see what you’re saying. That’s a great illustration.

    Dr. Robin: Okay. So we talked about this falls on a continuum. We talked about what the battery would be. We talked about the fact that you’re looking for convergence across history and observation and test results. So it’s not just a matter of, [00:54:00] did your score on the TOWRE fall at a certain percentile or below or not?

    But all of that being said, I imagine that listeners or people still want to know, well, where is the right? From a research standpoint, a pretty commonly used one is around the 10th percentile or a standard score of 81, and that seems fairly reasonable to me. We’re just talking about age discrepancy here, not IQ discrepancy.

    Some researchers who really need research participants might set it higher, it’s below what they would call the average range but below a standard score of 90. That just seems too liberal to me because it identifies 25% of kids. And then you could set something stricter like two standard deviations below, but I think you’re going to miss a lot of kids who have clinically impairing problems.

    [00:55:00] Dr. Sharp: What do you make of this whole discussion around average abilities equvaling a learning disorder. So like in the case of a really bright kid who maybe scores in the low 90s but has an IQ of 125, let’s say. What do you do with that?

    Dr. Robin: I think the old DSM model required you to be both age-discrepant and IQ-discrepant. Your reading score had to be below average for age and also for IQ. The problem with that approach was that there was a lot of research showing that there’s not really good external validity of the age and IQ distinction. And we know that kids who are below average for age but not below expectations for IQ still have clinical impairment, and they still seem to respond to the same kinds [00:56:00] of interventions on average and so we shouldn’t exclude them from services.

    I do think the DSM-5 overcorrected a little bit in doing away with the IQ discrepancy entirely and it’s exactly because of these kinds of kids that you mentioned. Of course, just because, let’s say you have an IQ 125 and reading score of 95, I don’t know that that necessarily means you have a learning disability but it might, to me, depending on the clinical impairment question.

    I do think that there are really bright kids who are not learning to read at the rate that we would expect and for whom that’s very frustrating and does prevent them from probably achieving their full potential in some sense of the word.

    Ironically, we know that that type of dyslexia is probably more strongly [00:57:00] genetically influenced. There’s some evidence that games play a stronger role on average in kids with higher IQ than lower IQ and it probably just because if you have all of these cognitive advantages, if you’re not learning to read, there’s probably a pretty clear or specific underlying reason for that, if you will.

    I do think if there’s evidence for clinical impairment and there’s impressive discrepancy between the measures of the child’s ability and then how well they’re reading at this point, that a diagnosis can be helpful. And really because those kids we would expect on average to respond fairly well to intervention and to be able to really benefit from accommodations like access to audio books because we would expect their listening comprehension to be pretty good.

    Dr. Sharp: Right. [00:58:00] Well, thanks for offering some opinions on that. These are all things that have come up in the past on the podcast. It’s interesting to see where people come down on it.

    Dr. Robin: Yes. I imagine maybe you’ve got some different perspectives.

    Dr. Sharp: Yeah, the one that’s coming to mind right off the bat is I interviewed Ben Lovett, who wrote Testing Accommodations for Students with Disabilities, I think it was. And so we got into a discussion around this, particularly, like, what do you do with these bright students who want to take the MCAT but their reading is down in a 90-something? He was like, that’s not a disorder. I like having different perspectives and just get to put it all together and then decide.

    Dr. Robin: Right. I think when you get into that world of accommodations too, there’s all of those layers about [00:59:00] well, what you’re talking about in the context of maybe a high school classroom versus; meaning what presumably would be a higher bar on some of these very regimented high stakes tasks.

    It’s an interesting question for me to think through, like, well, do I think that student should qualify for accommodations on the MCAT? I’m not necessarily sure, but certainly, I think they should get good phonics based reading fluency intervention when they’re little and to try to improve that reading to be more commensurate with what we might expect them to be able to do.

    Dr. Sharp: Sure. That’s a good point. Those are two different things also in some regard; accommodations versus intervention, they aren’t totally overlapping.

    Well, let’s see. Gosh, our hour went by really quickly. I feel like we did a nice dive into dyslexia in particular. [01:00:00] Before we sign off, I’m curious, other things that that you might want people to keep in mind as they’re looking at dyslexia in particular from a diagnostic standpoint or …

    Dr. Robin: Sure. You had mentioned discrepancy, we covered IQ discrepancy. You talked about patterns of strengths and weaknesses and I do think that’s relevant to this question of how specific are specific learning disabilities and something that I do feel somewhat strongly about.

    I think historically, there’s been a lot of research and clinical attention to kids who have these extreme discrepancies in their profiles, going all the way back to the first case report of developmental dyslexia, which was published in the British Medical Journal in 1896. It was a 13-year-old who couldn’t read despite being smart and good at math and [01:01:00] from an educated family.

    It makes sense that those kids would come to clinical attention first, just because they are so striking but I think more and more, we’re learning that they are the tip of the iceberg because we know that all of these skills are pretty highly correlated. We know that reading and math in the population are relatively strongly correlated and they both correlate with language and other measures of cognitive ability.

    They’re not perfectly correlated and so there absolutely are these cases of very extreme, very specific profiles, but for every one of those kids, there’s probably more kids who struggle broadly across the board. The kid who, their reading and their math and their IQ and their language scores maybe are somewhere between 75 and 85, let’s say. I know a lot of people are not comfortable diagnosing a [01:02:00] specific learning disability in that case because it just doesn’t feel very specific.

    This is a case where I feel like the name is somewhat misleading us and that all those kids do need supports and interventions, and we know that school is difficult for them, and it just seems illogical to me to deny intervention on the basis of the fact that they have more widespread difficulties than a child who more clearly qualifies for a specific learning disability diagnosis.

    I think the Patterns of Strengths and Weaknesses approach really is problematic partly for that reason but then also just psychometrically, I think it’s problematic because we’ve already talked about reading faults on a continuum and so you’re setting this cut point and you have kids falling on either side of the cut point, the next day they might fall on the other side depending on your area and your test. [01:03:00] Essentially, patterns of strengths and weaknesses is having you set cut points on multiple measures, which multiplies that difficulty.

    I think that Jack Fletcher’s group in Texas has done some good empirical work on this. They’ve been able to show that most kids who have clinically impairing reading problems don’t meet PSW criteria. And then also that a small change in criteria causes a pretty dramatic shift in who gets identified and who doesn’t. So I don’t love that model.

    The Response to Intervention model is very widespread nowadays in the schools and that model is better and has a lot of strengths. The idea there is, you’re supposed to study everybody with good evidence based instruction and monitor everybody’s progress. And then if you see a child who is not making expected progress, you give them a first block of intervention which is typically provided by their classroom teacher and you don’t [01:04:00] necessarily trigger a more detailed evaluation yet until you may see how they respond to the intervention. It’s only when kids have had a more prolonged period of getting good intervention and not responding, that you would do a more detailed evaluation.

    I think that approach can be appropriate, especially for kids who have a focused academic difficulty. I think the issues with that approach are that in practice, sometimes it leads to appropriate intervention being delayed, unfortunately, because if it’s something beyond what a classroom teacher would be trained to do, they’re not going to get it.

    I think the other issue is that it works really well or reasonably well for something like dyslexia but it doesn’t necessarily work so well for something like intellectual disability or autism and or even ADHD. And so the screeners that schools may be using may [01:05:00] not be so good at picking those things up. And so I do think we have to think carefully about how do we screen for some of these comorbid conditions earlier and in what cases do kids need to see a professional with broader expertise sooner.

    Dr. Sharp: Oh gosh, yeah. Talk about a can of worms. We could have a whole other conversation about that. I see a lot of kids who either, I see them on both sides where parents have maybe tried to get more intervention or assessment at school and didn’t and so they went privately, or they have had a fair amount of intervention but just weren’t improving. I catch them on the tail end where it’s naming it almost, like you said, a little after the fact.

    Dr. Robin: Exactly.

    Dr. Sharp: Yeah. If you get some good answers to that conundrum, please let me know how to get kids assessed and get some intervention [01:06:00] sooner in the process when they need it.

    Dr. Robin: Fair enough.

    Dr. Sharp: Aside from your books, which I’ll definitely have in the show notes, any other resources, trainings, things for people to check out if they want to learn more and get better at this?

    Dr. Robin: Sure. There’s a book called Learning Disabilities: From Identification to Intervention. Jack Fletcher is the first author on that. There’s several other eminent learning disability researchers or co-authors that had a first edition, but the second edition is also coming out from Guilford later than our book. So that would be a good one to look at.

    I already mentioned the websites for the NIH-funded LDRCs around the country. Those are great. The International Dyslexia Association is a great resource. Certainly, here in Colorado, we have a Rocky Mountain Branch [01:07:00] that does maintain lists of recommended providers for an evaluation and intervention perspective, and they do run some workshops and trainings, including things for adolescents themselves. I’m sure other chapters around the country and the world do some similar things. So those are the first that spring to mind.

    Dr. Sharp: Sure. That’s a great list. I think people are always looking for those resources. I get a lot of those questions anyway.

    Dr. Robin: Absolutely. Well, there’s a lot out there and some is good and some is less good. So it’s important.

    Dr. Sharp: Sure. It’s nice to separate. That’s where your opinion, I think it’s really valuable so thank you. I really appreciate your time, Robin. This was illuminating and really interesting. In some ways, it was just the tip of the iceberg. If [01:08:00] you’re up for it, I would love to have you back when your book comes out and we can maybe even dive into some of these other areas that I know you’re pretty knowledgeable about.

    Dr. Robin: I would love that. Thank you so much for having me on. I really enjoyed it.

    Dr. Sharp: Oh, good. Well, until we talk next time, take care.

    Dr. Robin: You too.

    Dr. Sharp: Bye-bye. Hey, y’all, thanks again for listening to that interview with Dr. Robin Peterson. As you can tell, Robin has been steeped in this research for a long time and one of those folks who has literally written the book on the topic that they are discussing. As you heard, Robin gave us a lot of resources; books, websites, so forth, and all those will be in the show notes. Her book will be coming out in January, 2019, and I am really looking forward to that.

    So thanks again for listening. As I’m recording this episode, there’ve been two [01:09:00] milestones in The Testing Psychologist world, one is that our Facebook group passed 1,000 members, which is just incredible to me to see all that knowledge and expertise being shared on a daily basis among all those members. It’s so cool. If you have not joined the Facebook group, I would love for you to jump in there. It’s called The Testing Psychologist community on Facebook.

    The second milestone is that the podcast passed 25,000 downloads around the world. It’s amazing to see the folks listening in other countries. I love it. That’s pretty cool. I could never have imagined that we would get to 25,000 downloads. That’s a relatively small number granted compared to some of the hugely popular shows, but gosh, for this small little niche in the world, I think it is really awesome. So thank you all for continuing to listen and provide feedback and make comments and send me [01:10:00] ideas. It’s just been a really cool journey and process. So thanks for being part of that here with me.

    If you haven’t taken a minute to rate the podcast, that helps a lot. That helps to secure some sponsors and also to keep spreading the word on iTunes. That’s how they know when to suggest podcasts to different people, it’s based on the ratings. So you can rate really quickly if you just go into iTunes or wherever you get your podcast, and I would so appreciate that.

    If you’re heading into summer thinking about doing some revamping or redoing, tweaking some aspects of your practice, or maybe thinking about building a practice, give me a shout. I would love to talk with you about whether coaching might be helpful for that. I love to coach folks along how to build a testing practice or refine and build that your current testing practice. So give me a shout if that’s interesting to you. I’ll do a complimentary [01:11:00] 20-minute pre-consulting call and we can figure out if coaching makes sense for you. You can check that out at thetestingpsychologist.com. There are several buttons and ways to schedule that pre-consulting call. Give me a shout if you’d like to.

    Otherwise, y’all, have a great summer. We’re heading into June. It’s going to be awesome. I love the summer. The pool is going to be a big part of our summer, getting in some early morning runs. It’s nice and crisp. So I hope that y’all have some cool things planned for the summer, getting some vacations and whatnot, but I will be back and talking with you pretty soon. Until then, take care.

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  • TTP 54

    Dr. Sharp: [00:00:00] Hello and welcome to The Testing Psychologist podcast, episode 54. This is Dr. Jeremy Sharp.

    Today’s guest, Cecilia Briseno, has shared so much with us, and I’m so excited for you to hear this conversation. Cecilia talks with us all about immigration and hardship evaluations, and it just became so clear through our conversation that this is a topic that’s dear to her heart and very personal. She gave us a lot of great information on how to conduct these evaluations. So I think you’re going to take a lot away.

    Cecilia is a licensed clinical social worker. She is bilingual. She has a private practice, Brightside Family Therapy in Arlington, Texas. She has over 17 years of experience in social work in a variety of settings and she has done some doctoral study in marriage and family therapy as well.

    Cecilia specializes in Solution Focused Therapy(SFT) and has a [00:01:00] dual niche in working with couples but also working with families navigating the immigration process. She specializes in these evaluations, explaining the hardships that families face when separated from their loved ones. She is now providing training in how to conduct these evaluations, a training for other clinicians which you’ll hear us talk about. So please welcome Cecilia Briseno to the podcast and enjoy our conversation.

    Before we get to that, I want to give a shout-out to our sponsor Q-interactive. As you all know, they have been sponsoring the podcast for a few weeks now, and this will be the last month of sponsorship for Q-interactive. They are the digital platform for administering a lot of the common tests that we give in our evaluations. This system has really improved the efficiency in our practice and we find that kids love the iPads, and you can get a 45-day free trial of [00:02:00] Q-interactive at helloq.com.

    All right, on to the interview with Cecilia Briseno.

    Hey y’all, welcome to another episode of The Testing Psychologist podcast. I’m Dr. Jeremy Sharp. Today, I am here talking with Cecilia Briseno. Cecilia is a licensed clinical social worker in practice down in Arlington, Texas. She is the founder and owner of Brightside Family Therapy there.

    We’re going to be talking all about immigration and hardship evaluations. This is an area that there’ve been a lot of questions about in the Facebook group and certainly, as far as [00:03:00] I know, a rising area of practice in the evaluation field. So I’m super excited to have you on the podcast today, Cecilia, welcome to The Testing Psychologist.

    Cecilia: Thank you for having me. I’m excited to be here.

    Dr. Sharp: Thank you so much for taking the time and being willing to talk through some of these evaluations with us. I know this is something that I’ve been approached to do by a retiring psychologist here in our community who I guess has a line on an attorney who refers for a lot of these evaluations. So this is very personally relevant for me but I know that a lot of folks out there are really interested in these types of evaluations as well. So I’m super excited.

    Cecilia: Thanks. I’m excited too.

    Dr. Sharp: Cool. Can we just start a little bit, I like to get some idea of who you are and what your practice looks like so can you just tell me a little bit about your training and how you got where you are now and [00:04:00] what now looks like in your practice? What are you doing these days?

    Cecilia: Sure. I got my Master’s in Social Work and then eventually, just like everyone else, worked my way into private practice. I was doing it part-time for a while and working part-time also. And then just like everyone else I’m sure, just kind of killed myself for a while, was able to save some money and build up my clientele and I was like, okay, it’s time. So I have been doing my private practice alone for the last, going on two years in two months, wow.

    Dr. Sharp: It goes fast.

    Cecilia: Yeah, it does go really fast, but it’s exciting and I love it. Every day is an adventure and growing a practice, as you know, is a challenge, but it’s really fun and really rewarding. [00:05:00] I’m bilingual so my practice is about half and half, about 50% Spanish, 50% English.

    Probably about half of my practices are these evaluations and then the other half is working with couples. Not at all what I anticipated when I thought of being in private practice but it’s worked out really well and I really enjoy it.

    I just recently hired my first contract therapist, so that’s really exciting and that’s been really nice to be able to. She had a huge desire to learn about this immigration work and so she is helping primarily in that area because I was getting too many referrals. So that was nice and I was like, okay, time to hand some of that off. I [00:06:00] also do LCSW supervision. So social work supervision, I guess that’s mainly it.

    Dr. Sharp: That’s all.

    Cecilia: And then I have my kids.

    Dr. Sharp: Sure. Right. Your second job.

    Cecilia: Exactly.

    Dr. Sharp: Did you say that you teach a little bit as well?

    Cecilia: Oh, yeah, I do that as well. I’m an adjunct professor at UT Arlington where I’m actually an alumni. It’s in the same city that I’m in so it’s pretty convenient. I just started doing that this semester. So I’m wrapping up my first semester and it’s going well. It’s been a different kind of challenge but it’s good. I’ve always wanted to do it so it’s nice to see all the different things that I’ve had a passion for come together in this year. It’s been awesome.

    Dr. Sharp: Sure. [00:07:00] It sounds like you’ve really created a practice and a lifestyle that really works for you, that brings in a lot of pieces that you care about.

    Cecilia: Yes, absolutely.

    Dr. Sharp: Very cool. You said that this is not where you planned to end up in your practice. How did you get into doing these immigration evaluations?

    Cecilia: When I was an LMSW, licensed master social worker, you can’t have your own practice. And so I coaxed a colleague of mine who had an office space that was empty. When I found out, I was like, no, you have to start a practice. So I helped her with all the paperwork and all the different steps to starting a practice so that she could see clients there but also so that I could see clients under her practice. So I have [00:08:00] been in private practice ever since, before I was able to, I was doing it.

    During that time, I was approached by an attorney that was just two blocks from me wanting to send someone to me to earn an immigration evaluation and I was like, I don’t really know what that is. So he explained it to me and as a social worker, I’d done a million assessments before. And so I told him, well, I don’t really know but based off what you’re telling me, I can try.

    He sent that client to me and I tried and he was like, yeah, this is great. I was just like, okay, well, I guess I’ll do it. He continued sending clients to me. It’s been about 10 years now with just, no, maybe about [00:09:00] nine. So it’s crazy to think about that because it feels like it happened in the snap of a finger but once I started doing it for him, he was sending more and then over time, people would just call me and ask me, if this something that you do. Of course I did. And then they would be working with different attorneys and once they saw my evaluation, they would send their other clients to me.

    I haven’t really marketed, maybe once or twice, I’ve sent out an email. I think when I first was just doing my practice on my own and I was gung-ho and had time, I went to two attorney’s offices and handed my cards out but other than that, it’s all just been through word of mouth [00:10:00] and then also obviously now I have it online that this is something, a service that I provide.

    It’s grown and like I said, now I have a contract therapist that’s helping me almost solely with these evaluations. Didn’t know that this was how it would be but I’ve enjoyed it. I have a personal passion for this immigration issue and so it’s worked out really well.

    Dr. Sharp: It certainly sounds like it. I wonder if we could maybe dig into that a little bit because the evaluations we do; I think we all have a personal investment in evaluations for some reason. I have little kids right now so evaluating kids is close to my heart, I think is part of it. I think a lot of folks maybe have parents who’ve aged into dementia and things like that. There’s usually a personal reason. [00:11:00] I’m curious about that for you. I’m trying to think how to ask this question but it seems like the immigration evaluations or maybe even like more politically charged almost, and maybe that’s an assumption. I don’t know if that’s actually true. I’m not sure what my question is here but I’m trying to stumble into …

    Cecilia: I am getting the gist.

    Dr. Sharp: Why is this important? Is there truly a political piece to it or what?

    Cecilia: Yes, I think I understand your question. For me, it absolutely is something that’s very personal to me and has helped me in my work. I’m Mexican-American and my parents both grew up in El Paso, Texas, [00:12:00 that’s right on the border of Juarez and so like right on the border of Mexico. There are a lot of immigrants there.

    So back when my parents were there, my dad actually where he grew up, my dad came from a family of 19 kids and actually they adopted one so there’s 20. They lived across the street from a church and they actually helped to build that church. My grandparents like raised funds for it and were there building it and so wonderful people.

    I only met my grandfather two times, he passed away when I was four. I didn’t know them personally but just from the stories I’ve heard. They were also across the street from the Mexican border.

    Being that they were right by church, [00:13:00] people would cross over and back then it wasn’t the same as it is now. It was just like you could literally just cross over a fence and you were on the American side. And so they would see the cross on the church and they would naturally just go to the church or they would stop and ask someone and someone would say, well, across the street from the church, there’s a house there and they help immigrants.

    And so immigrants from far would come to my grandparents’ house and even though they had a two-bedroom house and 20 kids, they had a closet that would have all kinds of clothes and shoes. They had a bed, they would say, go take a nap, go sleep and then the next morning, they would have them shower, give them clean clothes and shoes, and then they would give them a [00:14:00] mug with food in it. And so then they would go on their way and continue their journey. And so a lot of people would come back and visit my grandparents.

    And so hearing this, I get really emotional talking about it, but hearing this growing up was so powerful for me. Obviously, times have changed. I have little children and I live in the middle of the city and so I’m not able to do this exact work, but this is my way of continuing my Geez boys, continuing this legacy.

    My dad was very similar. My dad passed away nine years ago but he didn’t do that either. He helped in his own way, he would go to city council meetings and he would [00:15:00] petition for sidewalks to be put in poor neighborhoods that we didn’t even live in and so a lot of different things that my dad did that I saw that everyone has their own way of giving back and so this has been my way to help immigrants that are coming over and help to push this issue a little bit more.

    I’m not a super political person. I do have my own beliefs about how we should be handling immigration in this country. Just because of my own personal views, but this is one thing that I definitely feel very passionate about and I love that I’m able to incorporate this passion of mine into my work because I’ve been trained, I’m licensed, now I’m able to help [00:16:00] on a different level.

    Dr. Sharp: That’s such a powerful story. It sounds like you have this legacy to bring forward, for helping folks and giving back, like you said. That’s pretty incredible.

    Cecilia: Thanks, definitely keeps me going and it’s something that I want to pass on to my children. I hope that as they get older, they’re little right now, that they’ll see, okay, my great grandparents did this, my grandparents, and now my mom. And so I want for them to also continue that legacy. That’s what we do when we’re parents is we hope that we do enough that are our children will catch on and continue it for us. So we’ll see.

    Dr. Sharp: Yeah, you’re so right. My gosh. I think the work itself is, [00:17:00] it’s very important, very powerful. I’d love to hear more about that. I’m going to ask some dumb questions here because to be honest, I don’t know why people come for immigration evaluations. I don’t know what they’re about. I don’t know what you’re trying to do with them or assess exactly. Can you give me a little bit of background in terms of what is even happening here in these evaluations when people are referred to you? What questions are you trying to answer? What do they need? Anything like that.

    Cecilia: Sure. So most people that come are trying to get an I-601 extreme hardship waiver. What that means is, basically, if I were married, well, I’m married, that is factual but for example, if my husband were here and he were [00:18:00] undocumented, and so most of the time they have to go through a process and obviously to get papers or to become legal, they have to go through a process. Part of that is they have to have a consequence for coming over without papers, and a lot of times that means that they have to go back to their home country for up to 10 years.

    And so with this waiver, if it’s approved, that waives them having to do that. They still have to go through the whole process but they’re able to stay here during that time. Then the extreme hardship part of it is that I would have to prove through the help of this immigration evaluation and the attorneys [00:19:00] to prove that it would create too much hardship on me for my husband to be gone.

    So if I’m home with little kids and I don’t have any work experience and my husband is the sole provider, that would be an extreme hardship for me. That is a factor. It’s not a strong of a factor as if like I had a child with a disability, or if I had cancer, or if I was disabled in some way. There’s different situations that would make my case stronger that I would experience extreme hardship without my husband.

    So that’s what I as a therapist, I am working for trying to figure out in the [00:20:00] interview is trying to find out what that hardship is. A lot of times, just going through this process and having this immigration case already creates a lot of hardship and so I discuss that and delve into that as much as possible and see how has it already affected you in your life and then I try to link that and also any kind of trauma or any type of hardship or whatever. I’m seeing if there’s a link between that and then what they would face if their husband or their spouse is gone. Does that make sense?

    Dr. Sharp: Yeah, it does. I just want to make sure that I’m on the same page with you. Are there more than one type of evaluation, are you evaluating the individual who [00:21:00] might have to return to their home country or just their spouse and family members?

    Cecilia: It’s whoever is requesting the waiver on behalf of the other person. I am doing the evaluation on the U. S. citizen or the person who has residence here. A lot of times people think it’s for the undocumented person. It’s actually for the citizen or resident. It’s on behalf of the resident or citizen and then for based on their spouse.

    It’s usually a spouse. It can also be children. That’s typically, and I tend to talk in this way because that’s just general. I think it’s different in different areas but typically here [00:22:00] it is like a wife requesting for her husband so I tend to go back to that. It can be either way around, obviously but for an undocumented husband, because a lot of times it’s the men that come over to work and then end up getting married here, whatever, settling down. It could also be sometimes both of the parents are undocumented and so it can be also a child or children that are requesting on behalf of their mother or their father.

    Dr. Sharp: So then would you be doing the evaluation on adult children or adolescents or what?

    Cecilia: Yeah, it can be either. I’ve only had those two times in the nine years that I’ve done it, but yes, that is also possible.

    Dr. Sharp: Okay. Got you. [00:23:00] Thank you, like I said, for bearing with that dumb question and actually explaining what is going on here but that’s super helpful. I didn’t know if we were working with the undocumented person or the resident or what?

    Cecilia: Really quick, I want to add to that. It can also be an adult child who’s married, could be with children that is requesting for their mother or father. So if there’s something going on between them, maybe they’re sick or, I’m not sure but there could be other situations, so that would create hardship on an adult child. That’s also a situation that doesn’t happen very often but that’s also possible. Something else that you said, I was going to respond to that. I don’t remember but I’m sure it’ll come up.

    [00:24:00] Dr. Sharp: Sure, we’ll see if it comes back. So let’s start back in the beginning, where do you get referrals for these evaluations? I know you mentioned a lot of word of mouth but are there other, like for people who are maybe trying to start a practice like this, where would you go look for referrals?

    Cecilia: I would definitely start with attorneys because there are a lot of attorneys that are specific immigration attorneys, that’s their focus. A lot of times when I have talked to a new attorney or they’ve sent someone to me and then I call them just to touch base and to introduce myself and all that, they’ll say, we’ve been looking for someone that does these evaluations and we can’t find anyone so I’m so glad to know that you do this. So definitely, I would start with immigration [00:25:00] attorneys.

    There’s different organizations, nonprofits and things like that that do help undocumented immigrants with their papers, with the whole process and so you could go that route. I’ve really found that with the attorneys, that’s the best way. That’s the most consistent form of referrals for me. And then also word of mouth because usually if I work with someone here, they usually will have a brother or sister or a cousin or friends that are also in similar types of situations. And so it’s not at all uncommon for me to get phone calls and say, oh, my co-worker referred me to you because they knew I was going through this process and they’ve already worked with you, or [00:26:00] my sister came to see you or whatever. To me, those are the primary sources of referrals that I receive.

    Dr. Sharp: Got you. And then once the individual gets in touch with you, walk me through the process from there. What’s the first point of contact in the evaluation.

    Cecilia: So whenever they call me, there’s quite a bit of information that I try to gather so that I can know how to help them. Depending on the attorney, some of them will explain it a little bit more and some of them just say, you need to go to therapy, call this person, they’ll explain it to you. That’s not uncommon at all.

    I tell them, and everyone does it differently. I’ve heard of a number of different ways that people have done it. I’ll explain the way that I do it and explain why. [00:27:00] When they call me, I explain to them that first of all, who the actual client is, because a lot of time that’s not very clear so they can understand that because they just think okay, well, my spouse who’s undocumented needs to go and see, and I’m like, not really.

    This is actually what I was going to tell you earlier that even though the resident or citizen is my client, I still meet with the undocumented spouse and the children. Anyone that’s living in their home, basically. I can go into that a little bit further but I explain that also in that phone call.

    I tell them I have to see them at least three times for three different sessions. Each session is about an hour. That’s so that I can get all the information that I need and also so I can have a really good understanding as to what their situation is [00:28:00] so that when I’m doing the evaluation, I can obviously speak to that pain and that hardship.

    I could get all the information but if I don’t really understand or have a good knowledge as to what their situation looks like, it’s not going to be as strong because it’s those things that each family specifically deals with that I want to be able to key in on or point out in the evaluation. Sometimes I say evaluation and sometimes I say letter, it’s in the form of a letter but it’s an evaluation. I’m meaning the same thing if go back and forth.

    Dr. Sharp: Okay. Why do you do three separate hours versus one three-hour session?

    Cecilia: I do it that way because a lot of times they’re looking for an established [00:29:00] relationship with a therapist. I know of other psychologists and other therapists that will just do the one-hour session and do the evaluation right in front of them and then they’re done. I don’t do it that way because I want for whoever is reviewing their case to see that they do have a more established relationship with me.

    So depending on the timeframe, I usually we will do it within a month. If they’re like, okay, we need it now, gotten to the point with a lot of the attorneys that they’re, as soon as a client contacts them and says, okay, we’re going to request this or we’re going to apply for this waiver, they’ll tell them, okay, call this therapist. We still have some time but start seeing her now [00:30:00] because it shows, instead of having one month of a relationship, we’ll have a six-month long relationship. So by the time I’m providing the evaluation, that shows a lot more of an established relationship.

    It just depends on the situation. I do get calls and they’re like, I need the letter by five days. And so you do what you can and you have different ways of working around that but most of the time I try to, and I explain to them, we have to do at least three sessions.

    If you can come for more, I know that cost is also an issue and time and distance because there’s not very many people that do these and so a lot of times people are traveling from really far. [00:31:00] I have people that drive four or five hours to come and see me, and I don’t even know that until I see them and then I’ll start looking over the paperwork and I’m like, where are you from? Where do you live? And I’m like, oh my goodness, I had no idea. I’m so sorry if you had to drive so far. And they’re like, oh, it’s okay. There’s a lot of different factors that go into it, but typically we’ll do the three and if we can do more then we will do more sessions.

    Dr. Sharp: Sure. So you have that initial phone call and explain the process. It sounds like triage a bit and make sure they’re an appropriate fit.

    Cecilia: Exactly.

    Dr. Sharp: Okay, so then do you move to the interview portion or the sessions.

    Cecilia: Yes. When they come, we have a lot of paperwork. I have them fill out my regular consent forms. I actually have another [00:32:00] form, an agreement that explains this process a little bit more clearly as far as what they can expect. I can’t guarantee that they will get this approved because of my evaluation, I’ll do my best.

    I tell them it has to be a minimum of three sessions but if I think, based on their situation, if they have a lot going on, then it could turn into a minimum of four or five sessions just because of their situation.

    Typically, I can get everything done in three but if there’s going to be more than I put in there, that I’ll let them know as soon as possible. I also have a discounted rate if they pay upfront and so I explain that in there. You can do payments and this is how much it costs. If you [00:33:00] pay upfront, then it’s a discount. I have them sign which one they want to do, different things like that. So just kind of the expectations for this process, because it is different than a regular therapy session.

    Dr. Sharp: Sure. And as far as the payment and the billing, is that out of pocket? Is it insurance? How do people typically pay?

    Cecilia: People typically or always for me because I only accept private pay, but they pay cash or a credit card. I don’t almost ever get any questions about insurance. I don’t know if it’s just because of the types of jobs that they have or what, or because going through this process, they’re having to pay cash for all of it so I think that’s just the expectation that it’d be the same for this.

    I can probably, [00:34:00] honestly, in the nine years I’ve been doing this, I’ve probably had that question come up maybe five times about insurance. It’s not even in question. I don’t even think about it. So it is private pay.

    Dr. Sharp: And do they pay you directly or does that come through the attorney or …?

    Cecilia: No, it’s directly to me. I accept payments here at my office.

    Dr. Sharp: I was just going to ask; do you just charge your hourly rate for each hour that you spend or do you have a flat rate now for the entire package? How does that work?

    Cecilia: It varies a little bit because if we do more than the three sessions, then obviously it’s more, but I do charge less than my hourly rate and that’s because I know [00:35:00] that the people going through this process are usually struggling financially and have had to pay thousands upon thousands of dollars for their attorney and all the different fees related to the immigration case and so I do charge less.

    Now that I have a contract therapist, I’m raising my rates but for her, she’s going to take on the rates that I’ve had for quite a while. I’m happy to share that with you. Give me just 1 second so I can take a drink of water.

    Dr. Sharp: Oh, yeah, no problem. Maybe you could share it because I know that rates vary across the country, hourly rates are different but do you have a sense of maybe what percentage less you would charge for this whole package, how much of a deduction you take off of your hourly rate to put this package together?

    Cecilia: Probably about [00:36:00] 1/3 less.

    Dr. Sharp: Oh, okay. That’s substantial.

    Cecilia: Maybe 25% to 35% less but it does range so much. It ranges even here, where I’m from, a lot of times people will come to me because they’re like, you’re a lot more cost-effective than some of the other clinicians that do these evaluations because not usually whenever they get a referral specifically from their family member, a friend or an attorney, they almost immediately call and schedule an appointment, no matter how much it costs, but if they’re like found me on the internet, then they’re shopping around. And then they’ll usually come back to me because my rates are pretty reasonable compared to some of the other ones.

    Some of the people that even just do that one session, [00:37:00] maybe one to two-hour evaluation charge more than what I do for the three hours and then the letter. I charge $100 a session and then $200 for the evaluation, the way I came up with that $200 is just because it usually takes about two hours. To start off with, I’m sure it took longer. I know it took longer but at this point, after doing them for nine years, I could probably do them on my sleep.

    Sometimes it’s even less, sometimes it’s an hour and a half, but it’s typically about two hours. So it’s $200 for the evaluation. In total, everything comes to $500 with the typical pace, and then if they pay upfront, then it’s $450. So it’s a savings of $50, which isn’t much, but almost, I would say, 75% of the time they go ahead and do that.

    Dr. Sharp: That’s [00:38:00] great. So you do these three sessions, give or take. Is there a structured interview form that you’re using or a specific measure or is it something you’ve developed or what?

    Cecilia: No, I follow a certain structure. I don’t have anything that’s like a worksheet that are like an evaluation and I fill everything out. I know what I ask and I ask it just like I do everyone else. Now I’m training other clinicians on how to do these evaluations because that was one of the things that I wish that I had had as I was starting this process. And so I have created more of a guide for that.

    I know what I ask and when I ask it and I have gone through the same process. I know the [00:39:00] first session I usually interview my client. So that’s the resident citizen about their background and about their marriage. That’s basically the first session.

    The second session I usually will interview the undocumented spouse and talk to them about their background and then also what their life would look like if they had to go back to their home country. Would they work? Would they have a place to stay? The cost of living, would they access to medical care there? What is the situation like? Is it dangerous there and what does that look like? Those types of questions.

    Usually, when they come the first time, I give them a financial form and have them fill it out as far as [00:40:00] their bills and then some other questions like how much have you already spent on the case? How much do you anticipate that you’re still going to have to spend on it, to kind of get an idea as to the financial portion of it.

    And then if you were to go and visit your spouse in their home country, around how much would that cost? And two other questions about the financial portion of it and what that looks like for them so that I can explain that in the evaluation as well.

    So we’ll go over that in the second session as well. Then the last session, I will interview the children. Sometimes depending on their age, if they’re younger, I’m just going to talk to them about their family and their interests and things like that because [00:41:00] I have a family systems background so I feel like it’s really important that whoever is reviewing their case see that they are a family just like I have my family and they have their family. And so that’s one of the ways that I go about that is talking to the children and giving their perspective a little bit.

    If they’re a little bit older and they know about the case, because sometimes the parents choose not to talk to them about it because they don’t want to worry them, sometimes I won’t mention it but if they do know about it, I’ll talk to them about it and what impact it has been having on their life already and how it would affect their lives if their parent was no longer here.

    I do that and then [00:42:00] I interview my client again about that hardship portion and get really in detail about how it affects them on a daily basis as far as like they’re sleeping and they’re eating and physically and emotionally, like what that looks like for them, that hardship. I go pretty in depth on that and that’s it.

    That’s pretty much the gist of what we talk about, of course, it ranges and sometimes they have other different circumstances or other things that have happened in their lives that I will definitely tie into this because it’s an important part of what they’re dealing with. Typically, that’s the structure of it.

    Dr. Sharp: Got you. Okay. It sounds [00:43:00] like it’s largely a very extended interview. Do you administer any standardized assessment measures or checklists or anything like that or is it mostly interview?

    Cecilia: No, I have in the past and I didn’t see that it was in my situation or my circumstance with the attorneys that I was working with, I didn’t see a huge difference when I when I stopped doing it. I used Beck’s Depression Inventory and then I just stopped for some reason and I didn’t really notice a difference and my attorneys didn’t notice a difference so I haven’t done it since.

    If they have a prior diagnosis, I definitely will include that but typically I don’t include that in [00:44:00] there. I’m sure that there’s others that do. That’s just another one of my personal beliefs. I did some doctoral work in marriage and family therapy, as you know is very systems-oriented and not so much focused on diagnosis. I have got away from that and so I don’t typically include that.

    Dr. Sharp: Got you. Okay. And then what does the written report look like or letter? You said it’s a letter.

    Cecilia: It is. It’s in the form of a letter. Basically, I start off with a little introduction of who they are, what they’re seeing me for and typically I’ll put the number of sessions that they had and the dates. [00:45:00] If we weren’t able to meet over an extended period of time, then I’ll usually just say, okay, they came in for three hours and then I’ll just say something like below is the information that I gathered during our sessions.

    And so then I’ll go into the background, the interviews is somewhat of the same structure. I’ll go into the background of my client, background of the spouse and then about their marriage and then I’ll talk about the financial portion of it, or I’ll go into education and employment. So talk about the history for both of them in there and then the financial portion and that’s usually a big concern for my client. At times they’re going to be going from either two incomes to one income [00:46:00] or one income to zero income. So it’s a huge factor.

    And so I’ll discuss that and then I’ll go into the health and emotional status and talk about how it’s been affecting them and then their concerns. And so that’s where I’ll include also the portion about what it would look like for the spouse if they had to go back to their country because obviously all of those things are stressors or creates stress on the spouse who stays here.

    And so that’s actually something that I also address in the evaluation is, typically, when I ask them, okay, if your spouse has to go back for an [00:47:00] extended period of time, would you go with him? Would the whole family go or would your spouse go alone and then y’all stay here, the rest of the family stay here? A lot of times they say they don’t know, that they’ve gone back and forth, and they just don’t know what would be best.

    And so typically in that situation, I like to put that there’s no good option. And so with that, I then go into if they all go back as a family, what that would look like and the stressors that that would create for them. And then if they stay here and the spouse goes back alone, then what that would look like and the hardship that that would create. I like to do that because it shows both situations and that there’s really no good option for them.

    [00:48:00] I go through that in that area then I go into the children, talk about the children and then I have the summary and recommendations and that’s it.

    Dr. Sharp: Okay. How long do these letters typically end up?

    Cecilia: Typically, about four to five pages. I’ve had some clients who I have been working with on this for years and then when they say they’re ready for it, I’m like, oh goodness, this is forever to write, they’ve gone up to seven or eight pages. I think on how long I’ve been seeing them and what their situation is. It just depends but typically, about four or five pages.

    Dr. Sharp: Okay. That sounds good. Do you use templates or [00:49:00] pre-populated letters or do you write them off from scratch or what?

    Cecilia: I do a mixture of using a past letter and if I can remember a client who had a very similar situation, I might use it and then change it, changing it means go through the whole thing and change it. At this point, I know the verbiage I use most of the time, even not looking at the old letters, I can just from memory, write what I typically write.

    So it’s kind of a mixture of those two, but I don’t have a template or anything like that. That would be awesome. I’ve thought about trying to create that but I have not had the time to do that.

    Dr. Sharp: I know that problem. That could flow really well into your training. That would [00:50:00] be an excellent piece of software or …

    Cecilia: Yes, it would. That’s something I would love to create. I actually talked to someone who does a lot of testing also, actually, you were just talking, Megan. I think it was her that was recommending using, oh, no, it was someone else, doing it through dictation and using that software. I would like to try that. I’ve just done it like this for so long. I forget that I should even try something different just because I’ve just been doing it like this forever but no, typically I just type it out.

    Dr. Sharp: Sure. Got you. I know that we’re getting close timewise and I so appreciate all of this, I feel like this is super informative. Before we totally wrap up, [00:51:00] let’s talk a little bit about your training and what you’re doing with that.

    Cecilia: Yes. I have since the beginning of the year started to train clinicians across the country on how to do these evaluations because I think there’s a huge need. For a while now, I’ve seen an increase in the number of referrals from my practice, so I would imagine it’s the same thing just with the political situation the way it is.

    I think it’s for a while there and I saw a decrease, I think people were nervous to make any kind of move. Now, I would say in the last maybe three to four months, I’ve seen quite a big increase in those referrals. So [00:52:00] I think it’s definitely, if it’s necessary here, I’m sure it’s necessary in other areas, especially areas where there’s a large immigrant population. So if that’s an area that you live in, I would recommend you do some research and see if there’s anyone providing these evaluations and you’ll probably see that there’s not or there’s very few.

    Anyway, yes, I’ve started to provide training for clinicians that are wanting to do these evaluations. I typically get the question; do you have to be bilingual? You don’t have to be bilingual. Most of the time when people do these evaluations, they just interview the resident or citizen.

    They don’t usually incorporate the spouse and the children. And so definitely, if that’s the way that you plan to structure it, [00:53:00] the resident or citizen almost always speaks English so I think it would be absolutely fine for someone who’s not bilingual to learn how to do these and to be able to offer it in their practice. I think that would be a huge service to a lot of people, even if you’re not bilingual.

    So I’ve started to train on this, before I was doing it through a Webinar type of format or we would meet online with the group and do the training and I am making a little bit of a shift. I’ve created a video series of the training and so now it’s something that will be, if you purchase the package or whatever, then it’ll be available to you along with [00:54:00] some other extra information like the paperwork that I use, that’s something that I have available and then a first session checklist and then a sample evaluation. That’s been a huge one for a lot of people. They want to see how it works and what it looks like.

    And then as part of this new package with this change then I’m doing access to a monthly Facebook Q&A session. So you would be part of this Facebook group and once a month, you get on there and if you have any questions or have anything come up, then I would be available to answer any questions. And obviously, I’m always welcome to, people can email me or call me or whatever. Some of my past trainees have done that and I’m always happy to help any way that I can, but [00:55:00] that’s just a nice way to have it be something regular that they know that they can come and ask questions there.

    I’m doing that training now. It’s $1,650 for the package. For the listeners, if they are interested then I’m happy to, I’m going to be taking $250 off, so it’ll come down to $1,400, which you can easily make back with just two clients. I want it to be something that will benefit y’all as the clinicians but I think that you’ll get a lot of information that you’ll need from it. So I’m excited.

    Dr. Sharp: That’s awesome. That’s fantastic. I can tell so clearly that this is just dear to you and I think that makes a huge difference in the work that we do and how we teach others, [00:56:00] It’s not just sterile material, there’s some power behind it.

    Cecilia: Absolutely. If you grow to, or I have, I’ll say this, I’ve grown to love my clients. I ask them, please, let me know when you hear back. I’m a religious person, in the interview, I typically find out if they’re religious at all or spiritual and so will tell them, I pray for you and I hope that this is helpful to you in your case, please let me know how this works out for you.

    And so I do, not a lot. I’m happy to know that whenever they get their waiver approved, that they just go on, they just forget everything that they’ve already been through and they just want to move on and I understand that. Sometimes, the attorneys will let me know [00:57:00] when they’ve been approved or whatever. I’m not super helpful and sometimes I hear from them and that’s awesome. I’d love to hear back from my clients.

    It’s definitely wonderful work to be doing. If you have any kind of a passion for this issue or this population, then I definitely encourage that you make this something that’s available to clients in your area because it is a huge service to them.

    Dr. Sharp: That’s awesome. If people want to get in touch with you to learn more about this or to maybe pursue that training, what’s the best way to get in touch or learn more about it?

    Cecilia: They can go to www.hardshipevaluationtraining.com. There’s information there and it’ll show you where to sign up and let me know that you heard about me [00:58:00] from The Testing Psychologist and I’m happy to give that discount.

    Dr. Sharp: Fantastic. Thank you. I imagine that a lot of folks will be interested. I know that I learned a ton today and I just so appreciate your time and your willingness to share some of your story with us and share the clinical pieces too. I think this is such a valuable service for so many folks. I feel lucky to have had you here to talk to us.

    Cecilia: Thanks for having me on. I loved it. I love talking about this. It’s weird because I’ve been so used to just doing it in my own little office for so long. It’s really nice to share it now and to be helping other clinicians that have wanted to do this and just didn’t know how. It totally fell in my lap and it’s something that grew and I’ve loved and I have a huge passion for and so I’m hoping that this is something that will grow because there’s so many people that need this service.

    Dr. Sharp: Absolutely. Well, Cecilia, thank you so [00:59:00] much. We really appreciate it and take care.

    Cecilia: Thank you so much. I appreciate you having me on.

    Dr. Sharp: All right, y’all. Thanks so much for listening to that episode with Cecilia. I hope that you, like myself, took a lot away from that. As you could tell, I was asking some dumb questions and sometimes didn’t know how to get at some of these powerful experiences that she was describing but she bore with me and gave us a lot of great information about how to conduct these types of evaluations.

    So if you’re interested, definitely check out Cecilia’s training. Like she said, there is a discount for Testing Psychologist listeners. If you’re interested, give her a shout and check that out.

    I’ll give one more shout-out to our sponsor Q-interactive, the digital platform for administering many of the measures that we give in our assessments. Saves you a lot of time, can definitely save you money depending on how many assessments you’re doing [01:00:00] and you can check them out at helloq.com.

    As always, if you have not joined us in the Facebook group, I would love to have you there. It’s called The Testing Psychologist community, and you can search for that on Facebook. We’d be happy to have you. We do a lot of talking about the business side of testing and the clinical side of testing. There’s a little something for everybody in that group.

    If you’re moving along with your testing practice or thinking about starting a private practice and you’re not sure what to do or you want to tweak your systems and make sure you’re doing everything the right way, reach out to me. I would love to help guide you on that journey. We can talk for 20 or 30 minutes complimentary and just figure out if consulting is the right choice for you. You can also learn a little bit more at my website, which is thetestingpsychologist.com/consulting. I would love to chat with you.

    All right, that’s it for this week. [01:01:00] Y’all take care. I’ll talk to you next time. Bye bye.

  • 53 Transcript

    [00:00:00] Dr. Sharp: Hey, everybody. Welcome to another episode of The Testing Psychologist podcast. I’m Dr. Jeremy Sharp.

    Before we get into the episode today, I want to give a shout-out to our podcast sponsor. Our sponsor today is Q-interactive once again. If you haven’t heard about Q-interactive, you should check it out. It’s Pearson’s iPad-based system for testing, scoring, and reporting. It’s very efficient. It helps keep clients engaged, especially younger kids because they get to do the tests on an iPad. Sponsorship role aside, it does well in our practice. It shortens the scoring time and kids do love it. If you’re interested, you can learn more at helloq.com/home.

    If you’re hearing this before May the 9th, I’m doing a webinar with Pearson to talk about the costs of Q-interactive compared to paper and pencil. That webinar [00:01:00] is on May, 9th at 1 p.m. MST. So if you’re interested in that, you can search on the Pearson website or go to the show notes and find it.

    All right, let’s get onto the show, all about building your email list.

    Hey everybody. Welcome back to another episode of The Testing Psychologist podcast. I’m Dr. Jeremy Sharp. Today, I’m going to be talking with you about some quick tips on building your email list. We recently sent out an email to our list and got a phenomenal response, and it got me thinking about the value of sharing some tips on how to build a list for yourself.

    Before I jump into that, I would like to introduce a special [00:02:00] guest who’s with us today. Her name is Ruby Rae Sharp.

    Ruby: Hi everybody! We are at the office today and my dad is going to show you how to build your email list. So let’s get started.

    Dr. Sharp: All right! Thank you for that introduction, Ruby Rae. Let’s get into it, folks.

    This isn’t meant to be comprehensive, how do you build an email list? How do you develop a substantial email marketing platform? That’s not what this is about. This is the story of how we did it and how that has worked pretty well for us.

    There are plenty of people out there who do the email marketing thing and do it well and can coach you through that. If you want to learn, there are plenty of online resources that you could [00:03:00] read up on and get plenty of knowledge on how to build your email list. What I’m going to do is tell our story and reinforce that it can be useful and it can be useful with a pretty low level of effort on your part.

    When I say email marketing list or email list, this refers to capturing email addresses of a particular population: maybe that’s community providers, maybe that’s current clients, maybe it’s parents, maybe it’s family members, maybe it’s teachers, counselors, school staff. There are any number of populations that you can look to build an email list.

    The idea is that you’re capturing these email addresses, storing those in an email marketing provider software like MailChimp or Aweber or something like that, and [00:04:00] holding on to that list so that you can then send out emails sometimes with marketing bend to them, sometimes with information that might be a newsletter, might be blog posts, but the idea is that you have a list of people that you can send emails to that will hopefully result in gathering more clients.

    In our case, we do not market to clients at this point. That’s something that I am putting into place. The email list that has been beneficial for us is the provider email list. I think the provider email lists are particularly relevant for testing folks because a lot of our referrals come from providers.

    When I say providers, that could be anyone who is sending clients to your practice. So this might be physicians, it might be referral coordinators at physicians’ offices, [00:05:00] it might be teachers, counselors, attorneys, friends in the community- anyone who is sending referrals to your practice, university staff, who knows? There are all sorts of folks who send you referrals.

    One of the first steps in building this email list is to record the email addresses. Many of us initiate marketing meetings or correspond with other providers in case consultation or case management. We’re in contact with a lot of referring providers throughout the day. What I started doing probably 5 years ago was just storing those email addresses and making sure that I had a running list of those email addresses for future group emails that I wanted to send out.

    This initially started when I was doing therapy and wanted to send out an email [00:06:00] blast to gather members for my men’s group. I did a men’s process group for several years, which was awesome, but that was the original reason for building the list. I kept a running list of emails. At first, that was very informal. I just had a draft in my Gmail that had all those email addresses on it in the to field. I never sent anything but I built that list.

    Now, what I would recommend is keeping a spreadsheet in Google Docs or Excel and it includes very simple fields. All you have to have is the first name, last name, and email address in that Excel spreadsheet. Now you can do this. This will be a great task for a virtual assistant or an intern as well. Start getting in the habit of any time you email a provider or get a referral or talk to a provider over email, record that [00:07:00] email address in your spreadsheet.

    After a certain period of time, you can easily import that spreadsheet to the email provider of your choice. We use MailChimp here in our practice. There’s a lot of debate out there about which email marketing provider might be appropriate. I chose MailChimp because I found it more intuitive than AWeber, which was the other one that I tried.

    MailChimp is also free up to the point that you have, I think it’s 2000 subscribers or 2000 recipients on your list. That’s more than enough recipients for most of us for the purposes of our email list. So I went with MailChimp. It is straightforward. So then you can keep your list in there.

    The cool thing about MailChimp is you can also split the list up if you want to. So you can have a general provider list. You can have a [00:08:00] physician’s list. You can have a teacher’s list, you can have an attorney’s list. So you can split that up and you can send emails to all of those lists or just a few of those lists or a subset of a list. It’s pretty easy to figure out that process.

    Once you have gotten a few emails on your list, you don’t have to have a ton, honestly. Like I said, over the years, I’ve slowly built this list up. But recently when we sent out our last email blast that resulted in a lot of new referrals, we have about 100 providers on the list. And like I said, that’s been built over the years, but If you have 10 solid referring providers, that’s great, put them on your email list, that’s your list right there.

    Once you have your list going, then you get to decide what kind of content you would like to send to them.[00:09:00] For us, I think it’s cool. Unless you’re doing a regular blog, I don’t think it’s worth it to try to write blog posts and send them out to your list. To make that effective, you need to put a lot of energy into it. It has to be regular blogging. It can’t feel like you’re trying to sell things or sending things when you have a promotion or whatever. You need to blog regularly if that’s going to be your way of email marketing. So we do not do that.

    What we do instead is send periodic updates to the provider list when cool things are happening in the practice. I like to mix it up a little bit where it’s not just like I said, trying to send promotional stuff or trying to sell things.

    I’ll mix it in like, if a new version [00:10:00] of a test comes out, I might send an email to these providers and say something like, Hey, we got a new tool. This new tool assesses cognition in a different way than we have before. Here are some of the benefits. Thanks for your continued referrals. You can look for this updated assessment instrument in the reports that we’ll be sending you, something like that, just to stay in touch, just to let them know that we’re keeping on top of the research, we are incorporating new measures, we’re trying to keep our game sharp with assessment. So that’s one type of email I might send. That’s pretty infrequent. That might be like 2 or 3 times a year.

    The other kind of email that I might send is if there are particular services here in the practice that I think might be beneficial. We, in the past, have launched an adult ADHD coaching group. That went out to the [00:11:00] email list. More recently, we’re trying to build an anxiety workshop in a group format, kind of a class. That went out to the list as well. 

    One of the biggest things that’s been super helpful for us is to send updates on our waitlist and our staffing. This was the most recent email that went out that got a pretty good response. So we recently hired 3 new psychologists to help out with assessment. Prior to that, we had a long waitlist. It’s taken me a long time to find some quality psychologists for our practice.

    So our waitlist for child assessment was getting to be 6 or 8 months away or 6 or 8 months long. So this is a big deal. I’ve talked to several people in the community about the waitlist and how it’s not ideal and thanks for bearing with us and that kind of thing.

    [00:12:00] When we finally brought on some new folks, I was excited to announce that. So, we sent out an email that said, Hey, meet the new members of our team. Here they are. We put their picture, we put a little bio, and we made sure to be very explicit and say, thanks so much for being patient with our waitlist while we searched for the right people for this job. We’re so happy to welcome these folks and our waitlist is now only 4 to 6 weeks out. We welcome your referrals. Contact us with any questions. We really put front and center that our waitlist was a little lower than usual and that we were open for business, so to speak.

    That email has gotten a great response. People have reached out personally. We’ve gotten several phone calls from clients. I’ve firsthand seen the benefit of an email like that.

    Now,[00:13:00] if you’re not in a group practice and it’s just you, that’s fine. Many of the folks that I consult with, we’ve been talking recently about what happens over the summer. My waitlist goes down over the summer. I get a little less busy. What do I do? My calendar is empty, that kind of thing.

    This would be a perfect time for a solo practitioner to have an email list of providers where you could shoot out an email and say thanks for your continued referrals. I just wanted to let you know that things are a little more open over the summer and if you have any cases that you may have been holding off on referring, they can get in pretty quickly right at this point. So feel free to send them in our direction. That can be helpful for folks.

    So I think this is an example of a case study of sorts of using an email list of providers to generate [00:14:00] some referrals in your practice. As testing folks, we may not have the same need as other clinicians to maintain an email list of clients, although that can be helpful as well. I think there’s a lot of debate around whether or not that is something that you need in your practice or not.

    The whole field of email marketing I think is always evolving. There are many things to consider as you’re thinking about putting in place an email list. But I see this as a simple way to start building a list and a pretty safe way as well. Providers are usually happy to know of other resources around the community.

    So, if you want to dive into it, it’s pretty easy. Like I said, you can check out MailChimp, Aweber, or Constant Contact. There are several options for doing an email list [00:15:00] and see which one fits your needs. If nothing else, you can start building a list of practitioners who have referred to your practice and use those going forward for any new services or staff or availability that you might have.

    I am by no means an expert in this area. In fact, I’m going to link to an article in the show notes from a woman named Kat Love, who is a marketing and website guru who works specifically with therapists. She aggregates a lot of helpful info about email marketing, and pulls in other blog posts and so forth. I’ll link to that in the show notes. I think it’s very informative if you want to read through it. There are lots of opinions and ideas about how to go about email marketing. But hopefully, with this episode, you are maybe considering instituting an email list and starting to have that work for your practice.

    I really appreciate you continuing to listen to the podcast, [00:16:00] or if this is your first podcast, thanks for coming to check us out. 

    I will be interviewing some more folks over the coming weeks. I know that I’ve got on schedule Cecilia Briseno talking about immigration and hardship evaluations. I’m also going to be interviewing Robin Peterson, who’s a dyslexia expert. I feel like there is one more that I’m really excited about, but I can’t remember right at this point in time. Either way, lots of good interviews coming up. Thanks again for continuing to listen.

    If you have not joined the Facebook group yet, I would love to have you in the Facebook group. It’s called The Testing Psychologist Community on Facebook. You can search for it right there. In that group, we talk about all things testing from business to case consultation to research, and all sorts of things that are relevant for testing. We’re about 1000 strong at this point [00:17:00] and would love to have you in there.

    If you have not taken just a second to rate or review the podcast, that would be such a huge favor to me. I really appreciate that. It takes just a few seconds in iTunes or Stitcher, wherever you might listen to podcasts. I would really appreciate that.

    Lastly, as the summer is coming up, now’s a great time to take stock of your practice and see where you’re at and how your services are doing if your income’s where you would like it, and if your schedule is where you’d like it. So if any of those things are not on point and it feels like you might want a little guidance, I would love to help you with that. You can find out lots of information about my consulting services at thetestingpsychologist.com/consulting. I will talk with you for 20 or 30 minutes on the phone, totally complimentary. And we can figure out if consulting is a good move for you. So if that sounds interesting, [00:18:00] go check it out and shoot me an email and get on my schedule.

    Otherwise, y’all enjoy the spring, the oncoming summer, and we’ll talk to you soon. Bye bye.

    Click here to listen instead!

  • 52 Transcript

    [00:00:00] Hey y’all, this is Dr. Jeremy Sharp, and this is The Testing Psychologist podcast episode 52.

    Today’s podcast sponsor is Q-interactive. Once again, Q-interactive is Pearson’s iPad-based system for testing, scoring, and reporting a number of measures that are very widely used. You can experience unheard-of efficiency and client engagement with 20 of the top tests delivered digitally.

    That’s the ad script, obviously, but I can say personally that we’ve used Q-interactive in our practice for many years for a variety of tests and it does make things quicker with scoring, interpreting, and little kids like to play on the iPad. So if you test kids, this could be cool. You can learn more at helloq.com/home.

    Otherwise, Pearson is doing two webinars to increase your knowledge of Q-interactive. You can find out more again on helloq.com. You can also [00:01:00] look on the Pearson website. I believe the next one is on, let’s see, there’s one on May 9th that I am doing about the costs and the cost-benefit analysis of Q-interactive. And then there’s another one on May 16th- an intro to Q-interactive. So check those out if you’re interested.

    Today’s guest is Dr. Ben Lovett. [00:01:22] This is my first repeat guest with good reason. Dr. Lovett and I had a conversation back in episode 44 originally meant to dive into his book Testing Accommodations for Students with Disabilities, but we ended up on a discussion about ADHD assessment and the role of behavior checklist versus neuro-psych tests. It was a great discussion, but we didn’t talk about his book at all. So he has come back today to talk all about his book. I have a link to the book in the show notes.

    Just to give a refresher, [00:02:00] if you haven’t heard that past episode, Dr. Lovett is an associate professor of psychology at SUNY at Cortland-State University of New York. His research focuses on the diagnosis of individuals with ADHD, learning disabilities, and related issues, as well as the provision of testing accommodations to students with those disorders. He has published over 70 papers on these topics, and again, he has written a book literally on this topic.

    Ben has served as a consultant to numerous testing agencies and schools on disability and assessment issues. So, he is super knowledgeable, and very clearly versed in the research around learning issues, ADHD, psychiatric issues, and test accommodations. So I hope you will enjoy this podcast.

    Let’s do it.

    Hey’y’all, welcome back to The Testing Psychologist podcast. This is Dr. Jeremy Sharp. Today, my guest is our first repeat guest ever. It’s an illustrious honor. Dr. Ben Lovett is back to talk with us all about many things but we’re going to be talking a lot about testing accommodations for a variety of concerns.

    Ben was on the podcast last time and we were supposed to talk about his book, Testing Accommodations for Students with Disabilities, but we got into a really interesting discussion about Assessing ADHD and the roles of behavior checklists vs neuropsychological tests, and how those fit together. Anyway, we had a great discussion back then. If you have not checked out that episode, I would recommend you go back and look at that one.

    Today, I think we’re going to focus more on your book, some of those testing accommodations, and the research that you’ve done in that area.

    First and foremost, welcome back.

    Dr. Lovett: Thank you. I’m very happy to be back. Thanks for having me again. It was a lot of fun last time even though our discussion was about ADHD. I’m always happy to talk about that too.

    Dr. Sharp: Sure. I appreciate that you were willing to come back. You’re right, it was fun. We had a good discussion. It generated a lot of talking in the Facebook group. So I would imagine this one will too.

    I’m excited to dig into your book. I talked a fair bit about the book last time, but can you maybe give a brief overview of the book and what led you to write it, and then we’ll dig into some of those specifics?

    Dr. Lovett: Yeah. It’s been about 12 years or so since I started to do research on accommodations. My doctoral advisor, Larry Lewandowski who became the co-author of the book, we both felt that there wasn’t a resource that based accommodation recommendations and other sorts of accommodations decision theory on actual research.

    And as of 12 years ago, there wasn’t that much research out there. And in the interim, we were privileged to be able to do some of that research on certain things, especially extended time accommodations. But the more research that kept coming out, we felt like the decisions really should be based on those empirical results.

    That was probably in 2011 or 2012 when we first developed the idea. And then two years later, the book came out. So, even though some research has certainly come out since the book, we feel that it’s still a pretty good review of the research and a lot of the decision theory and other sorts of information. It’s certainly based on empirical research. So, we’re very happy to have that out there. 

    Dr. Sharp: Absolutely. Sorry, a dumb question, but when you say decision theory, how does that play? 

    Dr. Lovett: I’m referring to the theory of how accommodations decisions should be made. One of the frameworks that we adopt in the book is actually from 1994. There was an educational measurement professor at Michigan State University at the time. She’s now a full-time consultant, Susan Phillips. She had proposed five questions that she felt were very important in determining whether or not an accommodation was appropriate in any given situation. And so we use that framework throughout the book to talk about those things that might be helpful for our discussion today. I don’t know if it’ll be helpful if I briefly mention them. They might be things that we could come back to.

    One of the things that Phillips talked about was, are scores that are obtained with the accommodation comparable in terms of their meaning to scores that are obtained under standard testing conditions. If you give a student extended time to finish a task, do the students who get extended time, do they have scores that are similarly reliable and valid in terms [00:07:00] of being able to predict things, for instance? So, students who take extra time on the SAT, for instance, do their scores just as well predict how they’ll do in college as scores that are obtained under standard conditions? So, that’s one thing.

    Another thing that Phillips talks about is, is the test still the same in terms of measuring the same fundamental skills? For instance, if a student receives a read-aloud accommodation, someone reads them the test, then it still may measure say United States history knowledge in a high school, but it wouldn’t be appropriate to measure reading comprehension that way. You’ve changed the constructs to a listening comprehension test. That’s always a question we should be asking. Are we maintaining the ability of the test to measure the skills that it was designed to measure?

    Another thing Phillips asks is, are the benefits of the accommodation specific to individuals who have disabilities? If anyone would benefit from the accommodation, and there’s some research to suggest that happens with extended time, if the benefits aren’t specific, then we have to be very careful about assigning that accommodation. Is it fair to give it to some folks but not others who would still benefit from it?

    Another thing that she brings up, her fourth question is whether or not students with disabilities can adapt to standard testing conditions. So are we providing accommodations because the student truly can’t access the test under typical conditions, or is it just that they would feel more comfortable or prefer to have a separate room or extended time? Is it based on a need or just a preference?

    And then finally she asks whether or not that decision procedures are following some standardized reliable tool, or if we’re basing our accommodations decisions off of what we think would help without any standardized procedure for determining that.

    When I encountered those questions, again, that was back in maybe 2005, I felt like they just encompassed everything that we want to know about the accommodations. And so, a lot of my research since that time has been trying to [00:09:00] search for research and sometimes conducting it, exploring those five issues.

    Dr. Sharp: Okay. That’s fascinating. I had never heard of her or those criteria, but I could see that seems like a great set of criteria to guide your decision-making process, right?

    Dr. Lovett: Um-hum.

    Dr. Sharp: In terms of the research that comprises the book, was that original research that you did yourself, or was it more compiling research that was out there or both?

    Dr. Lovett: It was almost entirely done by other researchers. Larry Lewandowski, myself, and other collaborators who we’ve worked with, there might be 10 or 20 citations to studies that we had done or other papers that we had published, but certainly, most of it was published by other research teams, some of whom were specifically looking at accommodations and their effects, but other times the researchers were looking at things like the effect of test anxiety on performance or whether or not disability [00:10:00] diagnoses are made accurately because all that plays into whether or not the accommodations decisions are appropriate.

    Dr. Sharp: Sure. That’s a good segue to talk about the book a little bit. What is in the book? Let’s pretend. Well, maybe we don’t have to pretend actually. A lot of people probably have not seen your book. So, can you just give an overview of what y’all cover in the book?

    Dr. Lovett: Certainly. We have a few preliminary chapters introducing the topic, defining what an accommodation is, talking about the framework of Phillip’s questions, thinking about legal issues; which laws and regulations, and things like special education and disability law, protect individuals and [00:11:00] ensure that appropriate accommodations are provided.

    After those few preliminary chapters, we transition to talking about different kinds of disabilities, and what accommodations might be appropriate for them, and we do a detailed review of the literature across a few more chapters looking at different accommodations. What has research shown about timing and scheduling accommodations? What has research shown about presenting information in a different format like a read-aloud accommodation? What has the research shown about setting accommodations, being able to take your test in a different location, and response format accommodations- if you have a scribe to write down your answers, or you don’t need to bubble things into a Scantron sheet, you’ve got to just circle them in the test workbook. So, we review those topics in the center of the block.

    And then we have a few more chapters on things like for instance, interventions. When is it appropriate to provide remediation or psychotherapy or some other sort of intervention to help the students so that they may not even need accommodations after the intervention is provided?


    [00:12:00] Some later chapters are also on things like post-secondary issues. We’ve found with a lot of, there were quite books, but a lot of articles and book chapters on accommodations focus just on the K to 12 accommodations area. And so, both Larry and I have worked with independent testing agencies that are often trying to help make sure that their exams are accessible to individuals at the college level, graduate professional school level, certification and licensure level, things like that, and beyond. So I wanted to have stuff like that in the book too.

    Dr. Sharp: Got you. So you run across the lifespan as much as you can?

    Dr. Lovett: Exactly.

    Dr. Sharp: That’s fantastic. I think this is such a needed resource. I’m sure I’m going to say that again before we’re done today.

    Dr. Lovett: I appreciate it.

    Dr. Sharp: It’s nice to pull all that information together. You’re right. Admittedly, I went through grad school. I think a lot of people probably went through grad school where we maybe were [00:13:00] given recommendation banks or templates and maybe learned from a supervisor, but I certainly was never presented with any research behind certain accommodations. It just seemed to make sense anecdotally what we’re recommending.

    Dr. Lovett: To be fair, there are certain accommodations where we have little or no research. And there are times when you can use logic and intuition for certain types of disabilities to state it’s likely that this accommodation would benefit the person.

    That’s the case for sensory and physical disabilities. You do need to have a lot of expertise in accommodations theory to say that if someone is visually impaired, if they have a visual impairment, then a typical paper and pencil form for an exam would be inappropriate. And so, depending on that particular student’s skills, if that student is failing in Braille, that might be an appropriate accommodation. Depending on the student’s vision level, a large print accommodation may be appropriate, even a read-aloud accommodation depending on the student.

    For sensory and physical disabilities, I think accommodations are somewhat different. I don’t want to make too broad a generalization here, but for students who have sensory and physical disabilities, often, it’s very clear that they’re unable to access the test under standard testing conditions. And if you administer the tests under those conditions, that would not be a fair representation of what that student knows and what their skills are.

    The problem is we often take that model, the client with learning disabilities, cognitive disabilities, or psychiatric disabilities, and the issues are clear. A student has generalized anxiety disorder and they report that they will have a panic attack let’s say, or a severe anxiety attack if someone else finishes the test before they do when they’re taking the SAT. Is that a basis for a separate room? How to determine this? Is there objective evidence to suggest that that person will be unable to continue taking the test? It’s hard to know. It’s not quite the same thing as a sensory or physical disability.

    Dr. Sharp: Sure. Well, I think you’re teasing a lot of topics already. [00:15:00] So, let’s just jump into it. Maybe we could start at the beginning. For me, the beginning is the assessment process because that guides recommendations. Would you agree with that or is there another beginning that we should start?

    Dr. Lovett: Yeah. From a psychologist’s point of view, and I think that’s our audience here, the assessment process should be where things start. The referral process is the first step of that. One thing I always say when I present to evaluators or psychologists who are performing assessments, who might recommend accommodations, I always say, it’s very important to be clear about the context of their hurdle.


    [00:16:00] There are times when I read reports by psychologists and there’s this nice crystal clear background about what brought the person to you today. There are other times when the reason for referral is something like so-and-so and his or her family was interested in obtaining an updated portrait of their cognitive and academic functioning.

    I don’t know how many people do that for fun. I’m always wondering what exactly brought us here because often, what brought someone to your office is some problem that they’re dealing with, a type of impairment, a functional impairment, doing poorly somewhere. That’s helpful to know. And so, I would recommend being very specific about that in detail.

    Dr. Sharp: Okay, that’s good to know. So, you got the referral question and making sure that we’re pretty explicit about that in the report right off the bat. So, let’s [00:17:00] say, we jump into the assessment process. We talked about ADHD, certainly last time. I would to chat about some of the other disabilities that you discuss in your book. So from an assessment standpoint, what would you say are the standards for assessing learning disorders, and psychiatric concerns when we’re thinking about accommodations?

    Dr. Lovett: Absolutely. So for learning disabilities, very common, the condition is very much just like ADHD, especially when those folks are applying for accommodations.

    Again, I’ll go back to the DSM-V which I think has some really helpful information about what they call specific learning disorders, what we tend to think of learning disabilities more generally. So, one thing the DSM-V is very clear about is that we need to see substantially below-average academic skills.

    There are older models [00:18:00] of diagnosing learning disabilities. One that was very popular was the IQ achievement discrepancy, but you could almost attract someone’s achievements from their IQ score. If they had an IQ of 120 and the reading score was only 95, that might be a severe discrepancy. And so, that might suggest a learning disability. DSM-V criteria were in part written to ensure that that discrepancy model was gotten rid of because research is not supportive of it in terms of being reliable or valid for diagnosing learning disabilities.

    Someone may perform below what our expectations are, but that doesn’t mean that they have a learning disability. And so, we expect to see below-average performance on standardized measures of academic skills and some impact of that in the person’s real role functioning educationally, if it’s an adult, occupationally, where’s the impact of those below-average academic skills. So reliable, validated achievement tests. Measures like the Woodcock-Johnson, the WIAT, the Wechsler Scales, The Kaufman Test of Educational Achievement, and similar sorts of tools are really helpful for measuring those academic skills.

    And then for documenting the impact in a real-world setting, [00:19:00] it’s very important to be detailed about exactly how the person is performing. If we’re talking about a student who’s still in school, whether it’s K to 12 or college or graduate school, exactly how are they doing? What are their grades? How are they performing on tests and other sorts of academic assignments? Rather than just, if a person reports that they are struggling or that they’re experiencing difficulty, that certainly may be their honest, subjective perception, but they may be feeling like they’re struggling because they’re getting a B+. That will not generally indicate education on them.

    Dr. Sharp: Sure. That’s great.

    Dr. Lovett: Those two components, the below-average academic skills as shown by diagnostic achievement tests and [00:20:00] the actual impact in a real-world setting are what we expect to see. And then I would just also note for say high school kids or beyond that college students and adults, the history is very important. Learning disabilities don’t start when someone’s 15 or 20 years old, there’s something present early on. And so we expect to see some trouble with the initial acquisition of academic skills as well. 

    Dr. Sharp: I have two questions from everything you just said. One, does IQ testing then have any place in the assessment of a learning disorder?

    Dr. Lovett: That’s a good question. And it’s certainly a controversial one. One thing that if we just look at the DSM-V or we’re doing a core evaluation of just a learning disability, the real purpose of an IQ test or an IQ screener would be to rule out something like intellectual disability if that’s a concern.

    Personally, my opinion is that IQ test results don’t generally show us a lot about whether or not a learning disability is present. They can give a lot of information about a student’s cognitive skills that might help inform interventions and even at times accommodations, but to me, if you’re just trying to check if a learning disability is there, the main purpose would be to rule out at least borderline intellectual functioning, if not an intellectual disability. And in many cases, that’s not a concern. It’s not an issue.

    So to me, that’s not an especially important part of a core evaluation, determining if a learning disability is present. I don’t know. I should say there are some testing agencies that expect to see an IQ test as part of the documentation.

    Dr. Sharp: Yeah, I’ve seen them.

    Dr. Lovett: That’s a different issue. I don’t honestly know if that’s more to rule out general low academic ability or things like that, but I do something, of course, to pay attention to determining whether or not a learning disability is present. To me, it’s academic skills and educational impairments that are much more important than cognitive issues.

    Admittedly, I know it is a debated issue. There are certain models for diagnosing learning disabilities, not only the IQ achievement discrepancy model, but one that’s also popular in some settings is the PSW, the pattern of strengths and weaknesses model that requires that there be some below-average academic skill, but also a cognitive deficit that underlines that academic deficit.

    I certainly respect researchers, scholars, and practitioners who are trying to make sense of the student’s unique profile using those patterns of strengths and weaknesses models. But in my opinion, the research hasn’t necessarily been all that supportive of them.

    There are two ways to apply that pattern of strengths and weaknesses model. Some folks will apply it very rigorously using even software that’s been developed. Dawn Flanagan and her colleagues have one PSW model, the cross-battery assessment approach, a very rigorous software that you can use to determine whether or not there is indeed a pattern.

    The other way that some folks apply the pattern of strengths and weaknesses model is just to say, is there a profile? And then, can I find some logical relationship between lower academic scores and some low cognitive scores? I think that capitalizes on chance. It’s really easy after the fact to look at any profile of cognitive and achievement tests and find a pattern of strengths and weaknesses. This is motivated, but it’s very easy to say, well, this score was an 88 on this particular achievement subtest when I gave 12 different subtests. And I guess that connects to working memory, which was also a little bit low.

    And so, there are times when I see that being used in the learning disability diagnosis. I think when the PSW model is not applied rigorously, it could lead to a diagnosis with pretty much anyone.

    Dr. Sharp: Yeah, I see what you’re saying. Again, anytime we stray from data, that can get you into trouble.

    Dr. Lovett: Absolutely. So again, I acknowledged that [00:24:00]  the cognitive measures are viewed by some as important.

    I don’t necessarily see the research as supporting them, especially as part of a core evaluation to just see if can we define if a learning disability is present. Academics and educational impact are much bigger issues unless we’re trying to rule out more general global low ability.

    Dr. Sharp: Okay. That sounds good. Let’s move on to maybe psychiatric concerns. What does the assessment look like there?

    Dr. Lovett: Of course, it depends a lot on the nature of a referral concern. Is there suspicion of problems with anxiety/mood? Is it something that’s instead an externalizing problem like oppositional defiant disorder?

    The main thing that I would say for any type of concern or any type of disorder is that it’s really helpful to have broadband measures being used that are assessing concerns behind what the perhaps initial referral area is. Let’s say for instance that you have a child who’s referred for anxiety-related concerns, it would still, in my opinion, be very important to do a screening for mood problems, behavior disorder problems, and things like that beyond there.

    And there are times when you find that what’s initially a concern about anxiety, the anxiety is related to a desire to… Reports of anxiety or being used to get your way and things like that. So sometimes measuring those other issues turns out to be the bigger problem.

    So I recommend the use of norm-reference standardized behavior rating scales from multiple raters just like when ADHD. So using measures like the BASC or CBCL, I think is very helpful as a start. And then using those, have a conversation with the raters to try to find out again, what are some specific examples of these sorts of things that you rated? How was that causing impact to the person’s life? To be able to do a good differential diagnosis of what the underlying problem is.

    [00:26:00] So many symptoms can be common to different sorts of disorders. A big one which I often think of related to ADHD is inattention. So, there are reports of inattention. Many folks will lead to ADHD as a possible diagnosis. And that’s not wrong of course, but pretty much every disorder causes inattention. Anxiety causes inattention, depression causes inattention, trouble concentrating things like that. Schizophrenia causes inattention.

    So, we shouldn’t leap from a particular symptom to a particular diagnosis, except in rare cases where there’s not much of a differential to do.

    Dr. Sharp: Yeah, that makes sense. So what about the role of personality assessment [00:27:00] in psychiatric issues for older kids and young adults?

    Dr. Lovett: So clinical personality measures like the MMPI and things like that, I think they definitely can be helpful in understanding the person. That’s something that I don’t have as much expertise or experience in using clinically. I certainly was trained with them and I have given them at times, but it’s not something that I…

    I again, tend to view a diagnosis as the first step towards accommodations. And so, I tend to think what are the measures that would be most helpful in determining whether DSM criteria are met? And so, personality tests in my experience, aren’t generally as key to the core features of the DSM construct.

    Self-reports, I should say can be very helpful, but of course, the behavior and symptom rating scales also usually have self-report versions, but in terms of clinical personality measures, although they might be really helpful in understanding the child, and I should say I’m referring to the object. Personality measures projectives are a whole different kettle of fish entirely. And so, thinking about the objective measures, I just don’t know if that is key to the diagnostic constructs.

    [00:28:00] Dr. Sharp: Yeah, that makes sense. I do struggle with that sometimes, especially with these young adults, how much the personality measures contribute above and beyond a BASC and a good interview and maybe some more specific measures.

    Dr. Lovett: One thing I will say for some of them is that they have very good symptom validity measures compared to some of the rating scales. At least we have more research, I think, on some of them. So for instance, if we’re trying to see if someone’s trying to make a positive or a negative impression, a clinical personality measure like the MMPI can have a lot of different validity indices to see whether or not someone’s taking the measure seriously, to see whether they are trying to present themselves in an unusually favorable or unfavorable way, to see if they’re reporting a number of very rare symptoms that there doesn’t seem to be other evidence for, those sorts of things.

    Even though there are validity checks in the behavior rating scales, I have seen very little independent research on them showing them to be all that effective. I can’t say that they’re not, but the main ones that seem to me to be perhaps effective are looking at whether or not the form is filled out consistently.

    So some of those validity traps will look for pairs of items that are pretty similar. A rater rates one symptom as extremely often experiencing it, but then the other symptom that’s almost the same thing, it’s almost never happening. I wonder if they’re filling it out carefully, but I don’t know that those rating scales are as good at detecting symptom exaggeration, which may be an issue of someone is trying to demonstrate a need for accommodations, just because of an honest desire to demonstrate, look, I think I am impaired. I do need this. 

    Dr. Sharp: Oh, sure. So following from that, is there a place for actual symptom validity testing like the TOMM or the MSVT [00:30:00] or something like that? Do y’all take that into account when you’re considering? 

    Dr. Lovett: I certainly think that. I would usually consider using those performance validity measures.  I know that the terms are used inconsistently. I’ll just give a brief overview of how I think about them. The distinction is often made between symptom validity, which is honest reporting of symptoms, and performance validity, which is putting forth good effort during an evaluation on measures of maximal performance, cognitive, academic, and neuropsychological tests.

    For SVTs or symptom validity tests, again, the way I tend to use the term, it refers to added indices in personality and behavior rating scales. Things like the F scale on the MMPI and things like that. Whereas performance would be tests that you were mentioning, like the TOMM, the Word Memory Test, and things like that, some of them can be embedded like the Reliable Digit Span (RDS) on the WISC or WAIS, [00:31:00] but a lot of them are, as you mentioned, standalone measures.

    And for her learning disabilities like ADHD, I do think research supports the use of them. There seems to be almost a limit of about 50% sensitivity if we want to maintain 90% specificity. So if we only want to make a false accusation of exaggeration or malingering 10% of the time, we seem to be able to detect about 50% of individuals who are exaggerating. And that’s still something. I mean, that’s still a lot. So I do think that they’re helpful for that reason.

    Dr. Sharp: Okay. Yeah, I know that’s an ongoing growing area as well research-wise.

    Dr. Lovett: I really would encourage clinicians to not think of themselves as neuropsychologists to look at the neuropsychology literature on performance validity tests. There is so much stuff out there validating different measures, both embedded and otherwise.

    There was one recent study that just came out last year. A very interesting study on [00:32:00] using the processing speed measures on the WAIS as embedded effort indicators

    Dr. Sharp: Oh, that’s interesting.

    Dr. Lovett: suggesting that if someone is getting scale scores on coding and symbol search of 5 or below, that could certainly suggest low effort, things like that, or even certainly just low processing speed index scores in folks who don’t have obvious neurologic impairments and it appears to be rather rare, but you find really low processing speed scores if someone is putting forward their full effort. 

    Dr. Sharp: Got you. Yeah, I know that’s a whole can of worms that we could jump into. I was just curious about your thoughts on that.

    Dr. Lovett: Yeah, that’s the one thing I’ve mentioned again, though, the one thing I’d add with [00:33:00] regard to performance measures is you want to ask yourself if the person has a motive for perhaps exaggerating, which could be psychological or psychiatric. It could be that there’s some sort of material benefit, like a student who’s trying to avoid going back to school after having a concussion or something like that. It might not be accommodations-related, but if there is some sort of incentive, does the performance validity test task relate to how the person might strategize to perform poorly?

    I think about this a lot with someone who might be working slowly to demonstrate a need for an extended time. If the performance validity test is time, then that’s going to be a better indicator of whether someone is working slowly. So that’s why I was interested in the processing speed index and the processing speed scale scores as a potential validity indicator, whereas a lot of the memory-based PVTs are not necessarily heavily timed. [00:34:00] So if someone’s working slowly, that might not catch them. So, it’s something to consider.

    A resource that I would recommend, a book published back, I think it was in 2015 edited by Kirkwood and published by Guilford. […] in Colorado?

    Dr. Sharp: Yeah, he’s just down the road.

    Dr. Lovett: Okay. He has a wonderful book to be edited with a number of contributors on symptoms and performance validity testing measuring effort and things like that in children and adolescents because so much of the early work was conducted with adults. There was even this myth that children and adolescents would be putting forth adequate effort and would not think to misrepresent symptoms, and that’s certainly not the case. And I think that the book has a lot of wonderful chapters on various topics related to that. 

    Dr. Sharp: Yeah, I agree. I’ve seen some of those, certainly. It’s very useful. I’ll [00:35:00] list that in the show notes for anybody who might be interested in that.

    Let’s dive into some of the actual accommodations. I’m really curious to hear from a research standpoint which accommodations make sense, which ones are supported, and which ones aren’t.

    Dr. Lovett: The most common accommodation by far is extended testing time. We see that in requests at the post-secondary level. We see it on the K to 12 level. One of the reasons it’s so common is that students who receive other accommodations often receive extended time just to use the other accommodations. So, it’s sometimes a very common accommodation.

    In the United States, we tend to give extended time allotments of either 50% or 100% extended time. I say in the United States because interestingly, there are some other countries where we see testing accommodations but the extended time allotments are not that much.

    In the United Kingdom, for instance, in Britain, there tend to be lower levels. Some things like 10 minutes per hour of extended time are more common. Some standardized testing agencies have added 25% extended time as an option here in the United States though. So that’s a recent thing that you’ll sometimes see. I know I’ve seen that being given to the folks on the MCAP, for instance, as well. So 25% extended time is a more recent addition, but we tend to get a 50% or 100% extended time.

    So what might be the evidence that would support such an accommodation? One of the big ones is someone who has reading-related problems or whose reading speed is substantially below what is typical. I would say that even more important than reading speed per se would be their time reading comprehension skills. If the student is unable to read and comprehend text and make sense of it within a standard amount of time, and the test is not designed to measure their time reading comprehension, the test that they want accommodations on, then would generally be one piece of evidence, but a sound basis for requesting additional time.

    The student generally would be expected to be able to read and understand texts at least as well, or within the average range compared to most other examinees. And so, if someone has substantially below-average time to reading comprehension, that could be a part of an extended time request.

    But the one thing that I think we have to be careful about is that we don’t want to extend the time to become an unfair advantage because there is a lot of research showing that when non-disabled students are given extended time on time pressure tests, unsurprisingly, they do better. So, if your accommodations benefits are not necessarily specific and that’s particularly the case on standardized tests as opposed to teacher-made tests in schools.

    So there is a myth out there that you’ll sometimes hear that benefited from extended time means that […] I would say that’s very similar to the myth that if your cognition benefits from taking stimulant medication, that means you have ADHD. In the same way, extended time is something that is desired by many students who don’t have disabilities.

    And the survey study that Larry Lewandowski, myself and a number of other researchers did, I think it was published back in 2013 or so, we talk about that in the book, we found that out of 600 and some students, over 85% of those with and without disabilities felt that they would improve their score on a standardized test with extended time. And the research shows that there’s a good basis for those expectations. On time-pressure tests, it does appear that most folks will benefit from an extended time.

    In our laboratory settings, we actually will give students with and without ADHD or with and without learning disabilities a standard time limit, to see how they’re doing. We ask them to circle where they are, or sometimes we switch what type of color or pencil they’re using so that we can see exactly which items they solved during the standard time limit and then with extended time. And we tend to find that both groups benefit from the extended time.

    Now, in some educational settings on teacher-made tests, the tests may not be time pressure. And so, in that case, it’s unlikely that most students with or without disabilities would benefit from an extended time. But on time-pressure standardized tests, we tend to see effects for both groups.

    Dr. Sharp: Yeah. I know that a lot of folks recommend extended time for ADHD as well, but I feel like I’ve read some things saying that that’s not helpful or as helpful as we thought it was.

    Dr. Lovett: Yeah. One thing to keep in mind, of course, is that ADHD is comorbid to some degree with reading problems. So some portion of students with ADHD will have low timeframe apprehension. So that could still be a very sound basis for the request. If the individual is so distractible that they’re unable to get through a passage without getting distracted and have to go and re-read it many times, then again, there are times on extended time for the appropriate, but the decision has to be made on an individual basis.

    So we should never assume that because someone has ADHD, even if it’s validated ADHD, we should never assume that they need extended time on tests. There should always be specific evidence of that access deficit, that deficit in access skills. So again, we would expect to see a time-reading comprehension performance that’s poor. We would expect to see evidence from real-world settings of teachers saying that they’re unable to complete their exams when all of the other students are and things like that.

    And so, we need to do it on a very individual basis. There is some basis for it in some students with ADHD, but we should never assume that it usually means extended time. And that’s why we have to get away from this menu or list of accommodations that go with a disability condition. It needs to be made on an individualized basis.

    Dr. Sharp: I see. So what are some other common accommodations that are actually supported by research?

    Dr. Lovett: All right. So you know one accommodation, the read-aloud accommodation as I mentioned earlier. The research shows that the benefits of read-aloud tend to be specific to individuals who have access skill deficits. Students who are non-disabled don’t generally benefit from read-aloud accommodations. If anything, they don’t like them.  And I think that’s easy to understand. If you’re a competent reader, you’re trying to read the test and someone insists on reading it to you, that’s not very pleasant. It’s kind of distracting and things like that. So that would be appropriate.

    And the big caveat is we need to make sure the test is not trying to measure reading skills. In my own state of New York, a policy was changed for the state exams that students take at the elementary and middle school levels so that students who have severe reading disabilities could be read the English language access.

    Dr. Sharp: That seems problematic.

    Dr. Lovett: Yeah, it is. I think that there are reasons why it happened. Students who have disabilities are forced to take these tests, and parents and schools are understandably complaining saying, my students are able to read. The idea that they should have to sit through this reading test is silly.

    I agree with that. It is silly. In my opinion, they should in fact take that test, but reading the test to them invalidates their score if that test is supposed to measure their reading skills at all. We can turn a reading comprehension test into a listening comprehension test.

    So, if we’re not trying to measure reading skills, then a read-aloud accommodation will generally be appropriate in those cases where someone has documented severe reading problems, especially decoding issues. So poor reading fluency or poor time reading comprehension would, in general, be enough for a read-aloud accommodation, but we would expect that the person has trouble decoding individual words, I can say. I expect to see that.

    Dr. Sharp: Okay. Fair enough.

    Dr. Lovett:  So that’s one accommodation that we see increasingly at the K to 12 level, but sometimes on higher-level exams as well. The SAT for a long time has at times provided audio recordings of the test items. We do see that there too.

    Another accommodation that’s very common that unfortunately, we don’t have much research on is separate room accommodations.

    Dr. Sharp: Oh, that’s interesting.

    Dr. Lovett […]for a wide variety of reasons. The biggest one by far is distractability. ADHD and other conditions may report that they are so distractable that they’re not able to pay attention to the test if they hear noise or they see something in their visual field other than the test, that’s something that would distract them. And it takes them a lot of time to get back to the test mentally. So distractible is one reason we sometimes see. Another one is students who have reading problems may report that they benefit from reading aloud.

    Dr. Sharp: Right. Reading aloud to themselves?

    Dr. Lovett: Exactly. And so, they’ll say, I need to be in a separate room so I can read the text aloud. I find that helpful.

    Another really common reason is anxiety. People will say, as I mentioned, that they get very anxious if other people are taking the test with them. They get upset if someone finishes the test before them. They’re just generally hyper-aroused in terms of anxiety and the extra people in the room add to that. So we have lots of rationales that sound in a sense, superficially reasonable, but we have very, very little research looking at that.

    Larry Lewandowski and his colleagues, I wasn’t involved with this study, but they did do one study looking at whether non-disabled college students would benefit from being in a private room. And they did not find any benefit, which is good. I mean, if someone does benefit, then perhaps it is because of their unique disability-related issues. We don’t have research to support that as being the case. I don’t know of any studies that have looked at private room accommodations on a realistic test for students with any of those issues, ADHD, reading problems, or anxiety.

    I’m involved in one project now that’s hoping to get that, but we don’t have any basis for that, unfortunately. But we were in a separate room accommodation, I think we always have to look at the specific rationale and say, is there evidence to support that?

    One of the pieces of evidence that I like to see is that when the person has had to take exams in the presence of others, they are unable to access the exam. So accommodations are needed. What’s this person’s history of test performance? So it’s often the case that clinicians will recommend accommodations without even referencing the person’s history of test performance.

    Often the individual has never had the accommodations in the past. How were they doing? If this is an initial diagnosis of ADHD, for instance, and the person has no history of testing accommodations and the clinician recommends a separate room, well, it sounds easy enough to implement, like why not get someone a separate room, it’s just could be very challenging. There are schools that run out of rooms on state test days. 

    Dr. Sharp: Yeah, I’ve heard stories about that, certainly.

    Dr. Lovett: If you have 20 or 30 students in the school who will each need a separate room, that doesn’t work. There are certain high-stakes exams for certification and licensure where a room has to be rented for the individual. It’s again, very logistically complicated. If it’s actually needed to access the exam, that absolutely should be done, but it’s not an accommodation just to make willingly just to say, it’s not a big deal, why not give them a separate room?

    It can be difficult to implement logistically. And so, if you want to take the responsibility as a clinician to say, I’m saying this person requires this to access tests, there really should be evidence of that.

    Dr. Sharp: Absolutely. Yeah, I think that’s one theme that’s come through both of our conversations so far is just having as clear a relationship as possible between the history and real life and the test results and the accommodations that you’re requesting. You need to make that explicit.

    Dr. Lovett: Yeah. It’s just very easy to have an accommodations list or a menu as I call it and to check them off in your report template, but there’s not always a sound basis for those in the person’s diagnosis. Even assuming that that diagnosis is accurate, it is not always necessarily a sound basis. ADHD doesn’t mean that a person requires a separate room or extended time as we were discussing.

    Another thing for ADHD that I would mention is, what’s the person’s test-taking ability when they’re on medication if they are taking medication? Medication could very well change whether or not that person needs accommodations to access tests.

    Dr. Sharp: So how do we address that? How do we get at that in making recommendations?

    Dr. Lovett: Right. One thing that we would want to do is get a sense, usually from interviews or other sorts of information about what the person’s symptoms are like when they’re on or off medication.

    Dr. Sharp: Okay. So it could be history gathering?

    Dr. Lovett: Yeah. I do think this is an area that’s under-researched. It’s not uncommon that clinicians will ask me, I’m seeing someone for an evaluation who already has a diagnosis of ADHD. They’ve already been put on medications. At least they have a diagnosis from a physician, and they want to confirm that, but they’re already taking medication. Should they be on medication on the day of the testing?

    And that’s a common question. I wish we had more research on that point. There are a lot of things to consider in making that judgment, but what I would say is what are you expecting the evaluation day to do? If you’re hoping to observe, or if you’re hoping to observe symptoms of ADHD, then the person being on their medication will attenuate those symptoms.

    So if you’re expecting their test session-like behavior, whether that’s their performance on cognitive measures, or you’re just behavioral observations to be diagnostic of ADHD, then the person being on their medication for the evaluation will be problematic.

    If on the other hand, the primary purpose of your evaluation is to determine whether or not the person needs accommodations on an upcoming high-stakes test, and they’re going to be taking their medication when they’re taking that on how many high-stakes tests, in that case, it would seem appropriate for them to be taking their medication on the day of their evaluation, and so on.

    Dr. Sharp: Sure. That does make sense.

    Dr. Lovett: I would say it depends on what the primary purpose is. I know there are some clinicians who actually do the testing over multiple days, so they’ll have the person be on medication one day and off another day. So there are certain advantages to that. We just need to consider things like if there are any withdrawal effects and how long we’ve waited between those things. 

    Dr. Sharp: Of course. There are a lot of nuances to ADHD testing. I’m glad you brought that up, actually. I think that’s important. We tend to have people stay off medication, but it’s a lot of initial diagnoses, it’s not so much follow-up for accommodations.

    Dr. Lovett: And when you say stay off medication, I would indicate that many of them were already being prescribed that even went out of that diagnosis, right?

    Dr. Sharp: Right.

    Dr. Lovett: It’s so interesting. The one thing I always say is safety first. If you have concerns that someone who has severe ADHD without medication, that young adult is driving themselves, I always would recommend asking them, are you able to do things without accommodations so that you can safely get here and stuff like that? 

    Dr. Sharp: Of course, that’s a good reminder. We don’t want anybody getting a wreck on the way to testing.

    Dr. Lovett:  Exactly, because the clinician told me not to be on medication. 

    Dr. Sharp: Right. So let’s see. Are there any other maybe more obscure accommodations that you feel like are very well supported that we might not be thinking of?

    Dr. Lovett: To go back to the issue of sensory and physical disabilities, there’s not as much research on accommodations for them, things like braille accommodations, things like that. There is some research that’s actually somewhat older. I’m not as familiar with at least recent research on this topic, but those combinations also tend to be less controversial.

    They’re not accommodations that are desired by non-disabled individuals. So they tend not to be something that’s highly sought after. It’s not as though someone that’s perceived as giving someone an unfair advantage. And so those are accommodations we tend not to worry as much about. Instead, the difficulty in those accommodations is often finding the right software, the right logistics to implement. And so that’s often a conversation with the school or the testing agency, or whoever’s going to be providing the accommodations.

    So some students who would have vision problems, at times hearing impairments, if there are issues related to that and they’re going to be some sort of audio or oral administration of a test, then that would also pose some kind of issue. But those are the sorts of things that can often be worked out on an individual basis with whoever is providing the accommodations.

    So, I don’t have to worry as much about those, but also, it’s good to be fair. I just have less expertise with those. I rarely work with testing entities over those sorts of accommodations. In the schools, they are just far less common. So if look at a distribution of students receiving special education, the biggest categories are students who have learning disabilities, speech and language problems, the other health impaired category which has a lot of ADHD, those sorts of things. It’s far, far, far, fewer students who have sensory and orthopedic impairments, according to the special education statistics.

    Dr. Sharp: Right. That makes sense.

    Dr. Lovett: Yeah, we can have many accommodations that I think are worth a lot of research effort towards are extended time, which is certainly the most controversial one, and some of the difficult ones, like, as I’m saying a separate room, read aloud accommodations, things like that.

    Dr. Sharp: Yeah. So I do want to talk about accommodations that are not well-supported. So are there any common requests that you would say just are almost like myths that they’re actually helpful for certain concerns?

    Dr. Lovett: Interesting. I wouldn’t tend to think of a particular accommodation as being good or bad or supported or unsupported. It is about in which case it’s supportive and in which case it isn’t. To get back to extended time, something that I think is a myth is that a student who has a low or lower score on processing speed metrics, therefore needs extended time accommodations.


    So I see that assumption made all the time and I understand why. We have these diagnostic tests called processing speed measures. It sounds as though the score on those diagnostic tests is getting up the face of the mental speed of the person’s mind. So if that were the case, then low processing speed scores would suggest a need for extended time on everyone as long as we don’t care about how fast someone is.

    However, the empirical research does not support that. Low scores on processing speed measures, although they are normed commonly in students who have learning problems, ADHD who may need extended time, a low processing speed scores per se do not indicate a need for extended time on typical academic tests.

    In the research that I and my colleagues have done, we have found processing speeds to be a very important predictor of how long students will take on typical reading-based exams where someone has to read test items to answer them. And if you think about what those diagnostic tasks on processing speed measures are, they are nothing like taking a realist academic test.

    If a student has low processing speed but their reading fluency is fine, their time reading comprehension is fine, all of those things are fine, their writing fluency, whatever it is that’s relevant to the real world academic tests, that should not be a sound basis for an extended time request unless you can show that the person needs the extent of time because of visual-motor problems. And if that’s the case, then why did those visual-motor problems not impact their reading skills, their writing skills, things like that?

    Dr. Sharp: This is great. What is processing speed measuring then? And how does that translate to the real world?

    Dr. Lovett: That’s a good question. I don’t know that there’s much research supporting it as measuring anything in particular, given that we use very simple clerical visual-motor tests. I don’t know that processing speed measures tell us very much about how you do things other than processing speed measures. 

    Dr. Sharp: That’s interesting. So is there any value in using it as a proxy for anxiety or depression?

    Dr. Lovett: Yeah, I think there’s certainly a lot of things that can cause low processing speed, low motivation, fatigue, boredom, possibly anxiety, there’s some research to suggest maybe distractability things like that, but the test than measuring any of those things, I can’t say that I would trust processing speed measures to be a strong measure, if anything, other than clerical visual-motor speed.

    Dr. Sharp: Okay. And then the translation from that to a real-life task is

    Dr. Lovett: very, very weak. Essentially when we have diagnostic tests in our armamentarium that are much closer to a real-world academic task.


    And so that’s why I would say, similarly, let’s say that the student has good or better than average processing speed but has poor time reading comprehension, we would never want to deny that student needed accommodations if they need them because of the processing speed score.

    Dr. Sharp: That’s a great point.

    Dr. Lovett: And for what it’s worth, I don’t see evaluators doing that, but I see all the time folks who are saying, well, the process speed score is low and so they need extra time, and then the evaluator goes on to ignore the average and above-average time reading based diagnostic test scores.

    Dr. Sharp: That doesn’t hang together for me anyway. That’d be a tough sell.

    Dr. Lovett: I mean, good clerical visual-motor speech should not suggest that the person doesn’t need accommodations on a test and neither with poor visual-motor clerical speed suggest they do.

    What I would ask is, the person is preparing to take teacher-made exams, or they’re preparing to take the SAT, they’re not going to have to search words and symbols on the SAT as quickly as possible. I would say maybe they are slow at that. Maybe the low processing speed score is a genuine weakness on those tasks that I tend to take a behavioral approach to interpreting diagnostic test performance in the sense that I view it as that test as a sample of your behavior, it’s a sample of your responses. You appear to be below average of making that particular response.

    If it’s a processing speed measure, then okay, you’ll report visual matching or something like that. Is that really what the SAT is measuring? No.

    Dr. Sharp: Sure, it’s that question, what are we getting out here? And how does that translate to the test you’re taking? That’s fascinating. Let me know when you figure out what those processing speed tests are measuring.

    Dr. Lovett: I will. I wouldn’t hold your breath., I’m not sure if we’ll ever find out exactly that. We know that the processing speed measures don’t load, especially high on general ability either, which is what IQ is supposed to be getting here

    Dr. Sharp: Sure. That’s a whole other episode I feel like. Do you know Ellen Braaten? She’s at Mass Gen?

    Dr. Lovett: Yeah. I know Ellen but I’ve never personally met her.

    Dr. Sharp: She wrote the book, Bright Kids Who Can’t Keep Up. I talked with her a few episodes ago here on the podcast about that.

    Dr. Lovett: I have to listen to her.

    Dr. Sharp: It was good. It was really good. We talked all about processing speed and how it shows up in real life. There’s a lot to sort through with this how we measure it and how that translates to real life. So, [01:01:00] yeah, it’d be interesting. I’d love to get your take on that if you listen to the episode.

    Dr. Lovett: I definitely will. I just think we have to be clear that I think a lot of times we switch back and forth from the operational definition of the score to some much more abstract concept of mental speed.

    What I think it’s even coming to be called sluggish cognitive tempo, which is sort of related to inattention and things like that if someone has slow mental speed and we see that in a variety of different contexts, and we see that on different sorts of tasks, the idea that that would be very impactful on the person’s life, that’s an idea I […]. That’s not a claim that I would think to dispute. If someone tends to be generally slow mentally, then that would be a problem. And that could be very functionally limiting. And that could lead to a need for accommodations. But my question would be, are low scores on processing speech sufficient to make that judgment about the person?

    Dr. Sharp: Yeah, that’s a great question. That is the question.

    Dr. Lovett: If someone can’t keep up to use that phrase, then they can’t keep up on more than coding and civil service.

    Dr. Sharp: Right. So we should see that other. 

    Dr. Lovett: Exactly. So why is there reading fluency 112? 

    Dr. Sharp: Yeah, that’s a great question. Well, let’s see. This is great. Maybe we’ll have to do a round three.

    Dr. Lovett: I appreciate it. That’s all right.

    Dr. Sharp: We just have a few more minutes. Let me see. I’m checking to see if there was any other info I wanted to touch on. I don’t know. I’ll turn it over to you. What have we not talked about that feels important to put out there about accommodations and test-taking recommendations?

    Dr. Lovett: I think we’ve covered so many different things and I appreciate the opportunity to talk about these issues. I hope it’s beneficial for the community and the audience.

    One thing that I might add is that we should always be giving accommodations as part of a general response to someone who has a functional paramedic disability, a disorder, or more than one. And so, accommodations should never be the sole recommendation. One of the things that we should always be thinking about when possible is intervention, especially for learning, cognitive, and psychiatric disorders.

    So, thinking that the accommodations are needed right now for someone, especially for a younger child, an elementary school student who has slow reading skills, are we also putting in place something that will allow the individual to improve their reading fluency?

    Dr. Sharp: That’s a great question.

    Dr. Lovett: If we’re providing accommodations for anxiety, though there are times when that may be warranted, but are we also recommending some evidence-based treatment for anxiety, which is often your responsive to that kind of treatment?

    Dr. Sharp: Absolutely.

    Dr. Lovett: Especially in educational settings and when the student is still in K-12 schooling, we’re trying to increase their skills. We’re trying to increase their autonomy. And there are times when testing accommodations are a part of that. And there are other times when testing accommodations can impede the development of those skills. And so, I would just ask clinicians to think, what can they do in the best long-term interest of the client in terms of recommending things?

    Dr. Sharp: Yeah, I like that you brought that up. And I know that that probably depends a lot on training and philosophy with assessment. Some people tend to lean more heavily on the cognitive recommendations versus the psych recommendations, but I think you’re just emphasizing that point that it’s important to look at the whole picture and recognize all the different pieces that might help someone be successful.

    Well, let’s see. And I know that you address that in your book a little bit as well, is that right?

    Dr. Lovett: Yes. We do have a whole chapter on accommodations and interventions and how they were laid out. I think that’s a unique aspect of the book. I would say generally those two camps have been sort of kept apart. As someone who was trained in school psychology, I found it unusual that that field, school psychology, has tried over the past few decades to move towards intervention and away from assessment being the sort of sole stereotype of what a school psychologist does. At the same time, I find testing accommodations being used and recommended in an unquestioned way when interventions would be more appropriate.

    Dr. Sharp: I see. Just off the top of your head, are there any cases where you could say that’s usually the case where we should go more toward?

    Dr. Lovett:  Yeah, certainly for anxiety, I would say that that should be the… Our default response to anxiety should be intervention and not accommodations. Accommodations are needed for a time. Often they’re provided because of discomfort rather than genuine need in the case of accommodations.

    And the accommodations can provide the message to the child that the testing situation is, in fact, dangerous. And they do provide those messages that in fact, things are much worse than they are, elevating the person’s anxiety and then saying, you can’t do this without accommodations. There are times when that’s the case. Someone can’t do something without accommodations, but in the case of anxiety, that’s often not true.

    Dr. Sharp: Yeah, just being cognizant of that and walking that line is important. Well, like I said, this has been another fantastic discussion.

    Dr. Lovett: I appreciate it. I’m very happy to be the first return guest.

    Dr. Sharp: Yeah. I am really happy to have you back and I’m glad that you agreed. And like I said, maybe we’ll do it again when you write your next book. Or figure out what processing speed tests are measuring, then I’ll have you back on. Thank you.

    Dr. Lovett: […]

    Dr. Sharp: That sounds great. I appreciate it, Ben. Like I said, this is a great book. I’ll have it in the show notes. I’ll recommend again, that folks check it out. It’s research-driven, which is I think important in what we do, and you have delved into this research thoroughly. So thank you. Thank you for your time and your thoughts.

    All right y’all. I hope that you enjoyed that second interview with Dr. Ben Lovett. Again clearly well-steeped in the research around these issues. I certainly learned a lot. I hope you did as well. If you want to check out his book, I’ve got it listed in the show notes, and it’s a good one. So definitely check that out.

    Otherwise, another shout-out for Q-interactive, the sponsor this month. Q-interactive is the digital test administration platform through Pearson. You can find out more at helloq.com. You can also sign up for any of their webinars that are coming up in the month of May including one with yours truly on May 9th about the cost-benefit analysis of Q-interactive versus paper and pencil tests.

    If you haven’t checked us out in the Facebook group, we’d love to have you there. It’s The Testing Psychologist Community on Facebook. You can answer quick questions and then jump into the discussion about testing, testing batteries, case consultation, and the business side of testing.

    So thanks as always for listening. If you have not subscribed to the podcast, I would be so grateful if you did that. It takes about 20 seconds and you can do that wherever you get the podcast from; iTunes or Stitcher or wherever it may be. I would love to have you as a continued listener of the podcast.

    All right, y’all. Thanks so much. I look forward to seeing you next time with some more great testing content. Take care.

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  • 51 Transcript

    [00:00:00] Hey y’all, this is Dr. Jeremy Sharp and this is The Testing Psychologist podcast episode 51.

    Today’s podcast is brought to you by Q-interactive.

    Q-interactive is Pearson’s iPad-based system for testing, scoring, and reporting. They help you increase your efficiency and client engagement with over 20 of the top psychometric tests that you can do digitally. You can learn more at helloq.com. We use Q-interactive in our practice quite a bit, and the little kids like it. Kids gravitate toward iPads, usually for the best. Pearson also has some webinars coming up to help you learn how to use Q-interactive if you’re a new user. The next one is on May 16th at 12 pm Eastern Time, and you can earn CEUs for that. So check it out if you’re interested.

    All right, let’s go.

    [00:01:08] Hey, y’all, welcome back to another episode of The Testing Psychologist podcast. I’m Dr. Jeremy Sharp. It’s been a few weeks since I talked with you. I have admittedly been crazy with the practice. A lot of y’all know that I am the director and the owner of our practice here, and we’ve been busy hiring a few new folks and continuing to grow our services. So super excited about that, but took a little bit of a break to play more of a director’s role than the podcaster role here over the last few weeks. So things are settling down. Also wrapped up a big forensic evaluation that was pretty novel and interesting. I might talk about it at some point in the future, but just wrapped that up. That was taking a lot of my time as well. But here we are.

    Today’s podcast, for me, definitely [00:02:00] has a little bit more of a personal flavor to it. I don’t know that it’s going to be a long podcast, but I’m going to be chatting with you about the experience of having a kiddo who falls outside the norm, or at least falls outside expectations.

    I have talked a little bit about our kids on the podcast before, primarily our oldest. We have a 5-year-old little girl and a 6-year-old soon to be 7-year-old boy. It’s been interesting. Many of you know this is teacher conference time. We’ve attended these teacher conferences and had some interesting experiences.

    Just to back up, I’ve talked before about my little boy in particular, [00:03:00] he’s been on the radar with teachers over the years. In preschool, he was having some trouble with outbursts in the classroom, some hitting and striking out at other kids, being unsafe, and things like that.

    We talked to the teachers. It was funny. I came in with some BASCs to have them rate his behavior. I think they were like, what in the world is this guy doing? But that’s what I do when I experience emotional events. Let’s try to put some data to it. So that’s what I did. So we got some ratings back then that were honestly hard to look at for me to see those numbers in black and white and to see that his behavior was genuinely outside the norm, at least as far as the BASC could report to us.

    So, we ended up making some pretty major changes to our lifestyle. That was [00:04:00] one of the first steps towards my wife thinking about going into private practice so that at least one of us could have more flexibility and that we wouldn’t have to keep them in preschool or daycare for as many hours per day.

    So we changed some things in our life. We switched schools. Not that we were unhappy with the school that he was at, but we started looking around and found at that point he was going to be heading into the pre-K kindergarten phase. So we switched over to a Montessori school and felt like that was a pretty positive change.

    We also took them out of daycare for two days a week and just had one-on-one attention with a nanny in the house. I recognize we’re very fortunate to be able to do that, but it also involves some [00:05:00] sacrifices for us just to try and see if that would help. And it did. The short story is that it did. He did well for two years. And now here we are in his Kindergarten year. Montessori does a blended classroom. So I lose track of where he’s actually at grade-wise, but for all intents and purposes, it’s kindergarten.

    We just had our teacher conferences. There’s a lot to be said about these teacher conferences, but the main thing that I wanted to talk about here is that experience of being a parent and being on the other side of feedback. I’ve done podcast episodes here in the past on feedback. I interviewed Dr. Karen Postal several episodes ago about her book all about how to do feedback. If you didn’t check that out, look back in the archives. Dr. [00:06:00] Karen Postal. Her book is called Feedback That Sticks.

    We talked about a lot of cool stuff in terms of delivering difficult feedback and how to manage a feedback session and join with your clients and your parents. I thought about that stuff a lot. This time, being on the side of the parent and getting not-so-positive feedback about our kids.

    It turns out both of them are having some behavior concerns in the classroom. It’s really interesting. I thought about that and it reminded me of this other book that I think I’ve mentioned on the podcast, but it’s worth mentioning again. It’s called Not What I Expected. It’s by Rita Eichenstein. I’ll have links to that in the show notes.

    I went back to that book, read through it, [00:07:00] and found how much I was resonating with this. She talks a lot about, I guess the process that parents go through when they get feedback or a diagnosis or neuropsych testing for their kiddo and it’s not what they expect. In her book, it’s geared more toward parents and kids who have more significant diagnoses. So maybe it’s autism. Maybe it’s being developmentally delayed or an intellectual disability.

    I don’t mean to present things that way by any means. We’re very fortunate. Our kids are both, I think, largely neurotypical and certainly don’t have any physical concerns or anything like that. So we’re very fortunate. I don’t want to present it like we’re struggling with a difficult kid compared to some others.

    But that process of [00:08:00] hearing feedback that’s challenging and punches you in the gut was hard. There’s no other way to put it. I found myself moving through, she describes these stages of acceptance when you get feedback that’s difficult. Of course, there’s some denial. There was this sense of, well, you don’t know them. You don’t see them all the time. It was quite defensive. I think I held it and checked in these meetings, but of course, went home and was like, well, what is going on at school that it’s not going on at home because we don’t see this stuff, those kinds of reactions.

    There was an element of being ashamed, certainly. Being a child psychologist, a developmental [00:09:00] psychologist, and having kids that are not super well-behaved, at least in some circumstances, was challenging. I felt like the teacher and the head of the school were attuned to that. They didn’t say that explicitly, but of course, I projected that like, why doesn’t this guy know how to have his kids behave? So all these are things that parents probably struggle with in our feedback sessions as well.

    I went through my own process with that. I’m still going through my own process with that. I, again, went back to the data and was asking for an FBA, a functional behavior assessment which they denied.

    Anyway, there was a lot of reactions with these meetings. Two things came out of that though. One is, [00:10:00] Oh gosh, it just gives me such an understanding and some empathy for parents that I work with. I think it can apply not just to parents, but to any family member who might, or even an individual who is getting difficult feedback.

    It gave me such a renewed appreciation for what that process might be like for folks and how challenging that can be. I think having that reignited in my mind and my heart was amazing. It was really important. So I’m carrying that forward into the next several feedback sessions that I’ve got coming up and exercising as much compassion as possible in those moments.

    The other piece of that is I kept falling back to some of the things that Karen Postal and I talked about, and that’s contained in her book about giving hard feedback.[00:11:00] That is one part of this process that I feel like I can own and step into is that there are more positive ways to give difficult feedback and that there are less positive ways to give difficult feedback.

    In the instance of these teacher conferences, my wife and I walked away with the sense that there wasn’t a whole lot of tact or appreciation for our experience as parents or a curiosity even about how we might think or feel about some of these behaviors. And so, I think having that in mind is also important. Being curious about your parents’ experiences. Being willing to ask what have you already done? What do you think might be contributing to this? Is there anything going on at home that might be affecting your kid’s behavior? [00:12:00] What ideas do you have? Anything along those lines, which goes along with, I think, treating the parent largely as an expert on their own kid, rather than being the person to tell them exactly what they need to do about their kid, or telling them generally what their kid is like. 

    I don’t think that there are any amazing revelations here. Nothing brand new certainly. I focus a lot on this podcast on the ins and outs and the details and the nuances and the technicalities of testing. I’ve interviewed some cool guests who are experts in what they do. So we have that flavor, but today I was feeling a little bit more of the call to be more open about this personal process and tie that [00:13:00] into my work and into the work that a lot of us are doing.

    So maybe some of you out there have had a similar experience. I would love to hear from you if that’s the case. I know that that’s fairly common, but it hit me. So I thought here was as good a place to share it as any.

    That’s all that I have for you today. I’ll list those books in the show notes like I mentioned. Great time to get back to those if you haven’t checked them out already.

    Coming up, we have lots of good stuff. I have more interviews scheduled. Ben Lovett is coming back for a second round to talk about his book on Testing Accommodations for Students with Disabilities. He had a great podcast the first time around, so looking forward to having him back. I’m going to be talking with someone about immigration evaluations and [00:14:00] all sorts of good stuff coming up. So if you have not subscribed to the podcast, I would love to have you take 30 seconds and do that. You can subscribe wherever you get your podcasts. That way, you don’t miss any.

    If you have not joined us in the Facebook group, please come check us out. It is The Testing Psychologist Community on Facebook. You request membership, answer a couple of questions and you can jump into some great discussions about testing, the business side, the billing side, and anything testing-related. So come check us out there as well.

    One last shout-out to Q-interactive as our podcast sponsor. Q-interactive is that digital platform for administering many of the top tests that a lot of us give. You can find out more at helloq.com. We love it here in our practice. We use it daily. They also have, again, two webinars coming up where you [00:15:00] can find out more about Q-interactive and learn how to use it. The next one is May 16th at 12 PM Eastern time. You can find that on the Pearson or Q-interactive websites.

    Thanks so much for listening, y’all. This is awesome. I love doing this. I love talking to y’all. I’ll look forward to interviewing some more folks and bringing you some more content in the future.

    All right. Take care until then. Bye-bye.

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