The Testing Psychologist Podcast 503. Beyond the EHR: Tech Stack Ideas for Private Practice
Would you rather read the transcript? Click here.
We all know that an Electronic Health Record (EHR) system is essential for running a practice, but here’s the thing—it’s not enough.
If you want a truly profitable, efficient, and stress-free practice, you need a complete tech stack that goes beyond your EHR. Today, we’re breaking down the best tools to help you automate workflows, enhance patient engagement, and optimize financial management—all while staying HIPAA-compliant and ethical.
We’re also tackling the big questions: What’s worth investing in? What do you really need? And how do you implement these tools without overwhelming yourself or your team? Let’s dive in.
Cool Things Mentioned
- The Testing Psychologist mastermind groups and business consulting
- TherapyNotes: www.therapynotes.com
- Zoom for Healthcare: www.zoom.us/healthcare
- Heidi AI: www.heidiai.com
- NoteZap: www.notezap.com
- Reverb: www.reverbreports.com
- Liz Angoff’s resources on AI and assessment
- JotForm: www.jotform.com
- SurveyMonkey HIPAA: www.surveymonkey.com
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!it. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!redit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!
About Dr. Jeremy Sharp
I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.
As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.
Ready to grow your testing services? Click below to schedule a complimentary 30-minute pre-consulting call!