March 30, 2026

565. The Assessment Practice Audit

49 minutes

Would you rather read the transcript? Click here.

I’ve been thinking a lot lately about how easy it is to let the “drift” happen in a testing practice. You start with these great clinical intentions and a solid business plan, but then a few months go by, the schedule gets packed, and suddenly you’re just trying to keep your head above water. This episode is really meant to be a 90 day reset to help us stop and look at the data before we get too far off track. I walk through a four part audit covering clinical quality, financial health, our tech stacks, and our operational flow. I’m doing these same checks in my own practice right now because I’ve realized that if we aren’t measuring these things, we can’t actually manage them, and I’d much rather catch any issues now than a year down the road.

Main Topics

01:05: Performing a clinical audit by reviewing battery architecture and front loading high demand tasks

02:22: Monitoring the validity chain and adhering to the AACN and NAN two failure rule

03:32: Moving beyond the “score dump” to focus on narrative synthesis and a one page roadmap

05:25: Conducting a financial health audit by measuring administrative to clinical time ratios

06:42: Calculating your real hourly rate by accounting for overhead and total hours worked

07:14: Benchmarking profit margins for solo versus group practices and monitoring labor to revenue ratios

08:48: Executing a technology audit including BAA verification and data sovereignty checks

11:24: Evaluating data security through “leak tests” and moving toward portal only report delivery

13:01: Running an operational friction test to measure the referral to feedback timeline

Cool Things Mentioned

The Testing Psychologist mastermind groups and business consulting

Reverb: the premier AI-powered report-writing platform for testing psychologists

Downloads

The Practice Audit Checklist

Featured Resources

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

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! ALL the course credits you purchase from At Health!

About Dr. Jeremy Sharp

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

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

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