Episode

Using AI in Private Practice and Assessment

Podcast
The Business Savvy Therapist: Marketing, Hiring & Systems to Grow and Scale Your Therapy Practice
Published
Feb 24, 2026
Duration seconds
1407
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Canonical source
https://the-business-savvy-therapist.captivate.fm
Audio
https://episodes.captivate.fm/episode/b2845c0c-6a43-485c-886d-b95b458a6eed.mp3
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Markdown
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Summary

Sign up for my FREE 3 Day Accelerator - How I Built and Sold a 7-Figure Therapy Practice in 3 Years → https://mccancemethod.com/free-3-day-live-course/ In this episode, I sit down with Dr. Jeremy Sharp to talk all things AI and how you can actually use it in your private practice right now. We dive into practical ways to streamline intake, cut report-writing by 50% (or more!), and use AI as your personal business advisory panel. If you’ve been curious about AI but unsure where to start, this episode will open your eyes to what’s possible. Make sure to bring your paper and pen because this episode is full of actionable tips! Here are some key points in this episode: [03:39] Using AI as a “thinking partner” to analyze your intake workflow and identify bottlenecks that are slowing down your growth. [05:40] How AI receptionists can answer calls 24/7 and reduce friction in your booking process. [08:23] Cutting psychological assessment report-writing time by 50% (or more!) [09:19] Practical ways to use HIPAA-compliant AI for summarizing intake interviews, organizing testing data, and generating feedback notes. [12:39] Leveraging NotebookLM for deep research, niche development, and becoming an expert faster. [18:54] Creating your own AI “business advisory panel” to review P&Ls, analyze cash flow, and get multi-perspective guidance on decisions. Links From The Episode: AI Competencies Framework - https://thetestingpsychologist.com/wp-content/uploads/2025/09/Testing-Psychologist-AI-Competencies-Evaluation-Form.pdf BastionGPT - https://bastiongpt.com/ Reverb Reports - https://reverbreports.com/ Google Workspace - https://referworkspace.app.goo.gl/EtJ2 Whispr Flow - https://ref.wisprflow.ai/nicole-mc-cance NotebookLM - https://notebooklm.google/ Episode #148 : How to Answer E…