134: Top Five Testing Tasks for a Virtual Assistant

Dr. Jeremy Sharp Podcast 2 Comments

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Hot on the heels of last week’s episode on knowing WHEN you need a VA, we’re talking today about some of the most important tasks in your testing practice that you can delegate to a VA. These are all tasks that tend to eat up lots of time in our schedules and are highly trainable. They’re also fairly easy to let go of, from the emotional standpoint of a practice owner (don’t worry, I’m not making you let go of answering the phones!). Here’s the list:

  1. Scoring questionnaires and saving them to the client file
  2. Sending out intake emails and paperwork
  3. Checking insurance benefits
  4. Emailing online questionnaires
  5. Ordering testing materials

Cool Things Mentioned

CE Opportunity – Webinar on Remote Assessment!

I’m speaking alongside Dr. Ryan Matchullis in a webinar titled, “Psychological Assessment of Children During COVID-19: The Nuts & Bolts.” This event is co-sponsored by Build Great Teams and the Psychologists’ Association of Alberta. Register here: https://www.eventbrite.ca/e/psychological-assessment-of-children-during-covid-19-the-nuts-and-bolts-registration-109549260788. Hope to see you there! 

The Testing Psychologist podcast is approved for CEU’s!

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

About 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 grew to include 12 licensed clinicians, three clinicians in training, and a full administrative staff. 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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Comments 2

  1. It seems as though I may have missed the window of opportunity for your webinar on remote asssessment during Covid. This webinar was scheduled for August 20. Is there anyway that I can access this information?
    any help would be so greatly appreciated!

    1. Post

      Hi Lisa – did you check the Build Great Teams website? They will likely have instructions for how to register and access the recording retroactively. If you can’t get it there, let me know and I’ll look into other options. Thanks for listening!

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