Integrating AI as a Thought Partner in Administration

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I’m back with my friend and repeat guest Uriah Guilford of Productive Therapist to dive deep into the world of AI and its growing role in private practice. We covered a lot in this episode—from voice AI agents and CRM integrations to ethical concerns and training staff to use AI responsibly. Uriah shared what he’s excited about in tech, how he’s integrating AI across his businesses, and even some futuristic scenarios that could change the way we work as mental health professionals. Whether you’re curious, cautious, or already AI-obsessed, there’s something in this conversation for everyone.

Here’s a list of what we covered:

• Recap of Uriah’s recent conference travel and list of private practice events
• Differences between small and large-scale mental health events
• AI’s top use cases: therapy, life organization, learning, and idea generation
• Uriah’s current use of AI for:
  • Email and marketing copywriting
  • Business strategy and financial analysis
  • Image generation for branding
• Exploration of voice AI agents for live phone answering and admin support
• Limitations of existing EHRs and barriers to AI integration
• AI chatbots for lead capture and client communication
• Internal training strategies to help staff adopt AI tools
• Concerns about using AI for clinical note writing and supervision of trainees
• Accessibility vs. ethical risks of AI therapy bots
• Insights from a Dartmouth clinical trial on AI therapy bots
• Future predictions for AI in mental health practice
• Vibe coding and custom AI programming for non-coders
• Using AI for personal projects like branding, birthday cards, and school assignments

Cool Things Mentioned

• The Testing Psychologist mastermind groups and business consulting
• Productive Therapist’s Therapy Events List
  A curated list of 30+ private practice-focused events for therapists
  2025 Events For Therapists
• Group Practice Scaling Summit
  Co-hosted by Brent Stutzman (TheraSaaS) & Nate (Navigator Bookkeeping)
  Group Practice Scaling Summit | Chicago’s Summit for Practice …
• Doubt Yourself, Do It Anyway Retreat by Patrick Casale
  Therapist retreat blending work and adventure in Ireland
  All Things Private Practice
• Book: Superagency: What Could Possibly Go Right with Our AI Future, by Reid Hoffman
  Uriah references this book’s “Doomer, Bloomer, Zoomer” AI framework
  Buy on Amazon
• HighLevel CRM (White-labeled versions for mental health)
  CRM with AI voice agent and chatbot capabilities
  https://www.gohighlevel.com
• Bland.AI – Voice AI demo platform
  https://www.bland.ai
• Synthflow – Another demo platform for testing voice AI
  https://www.synthflow.ai
• Quill Therapy Notes – AI note-taking with a strong ethical stance (no session recordings)
  https://quilltherapynotes.com
• Mentalyc – AI that evaluates therapy sessions and client-therapist alliance
  https://www.mentalyc.com
• Dartmouth Study on Therapy Bots
  Clinical trial showing promising results for AI-supported therapy
  https://home.dartmouth.edu/news/2025/03/first-therapy-chatbot-trial-yields-mental-health-benefits
• Canva Custom T-Shirt Printing
  Design and print single t-shirts for conferences, events, or gifts
  https://www.canva.com/tshirts

Featured Resources

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

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

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

The Testing Psychologist podcast is approved for CEU’s!

I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!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!t. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!

About Uriah Guilford

Uriah Guilford is a licensed therapist and a group practice owner. He’s also the author of The Productive Practice book and the Head Nerd at Productive Therapist, a virtual assistant company that serves therapists in private practice. He’s a technology nerd, a minimalist travel packer and a rock drummer.

Get in Touch & Resources:

• Uriah’s Book: http://productivetherapist.com/book/
• Training and support for intake coordinators: https://productivetherapist.com/therapy-intake-pro/
• Email: uriah@productivetherapist.com
• Websites: https://productivetherapist.com/ and intunefamily.com
• Facebook: https://www.facebook.com/productivetherap
• Instagram: https://www.instagram.com/productivetherapist/

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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