595. Digital Assistants to Help Run Your Practice

Would you rather read the transcript? Click here.

Today, I address the pervasive administrative fatigue experienced by testing psychologists and present a strategic transition from inefficient, single-use AI prompts to permanent, customized digital assistants. I break down the core mechanics of custom AI configurations across major platforms, including Google Gems, ChatGPT Custom GPTs, and Claude Projects, establishing how these tools function as tailored practice infrastructure. I outline a structured four-part prompt framework consisting of persona specification, operational context, negative constraints, and output formatting to optimize administrative workflows. To really bring it to life, I detail three concrete applications tailored for clinical testing practices: a report reviewing tool, a multi-perspective practice advisory board, and a clinical compliance assistant, while outlining essential HIPAA and Protected Health Information (PHI) risk management boundaries.

Main Topics

00:01: Administrative burden in assessment psychology and the inefficiency of single-use AI prompts

02:21: Defining custom gems, custom GPTs, and Claude projects as permanent practice infrastructure

04:44: The four-part framework for building effective custom AI assistants

07:46: Practical Gem 1: Designing an automated clinical report reviewer for coherence and editing

08:51: Practical Gem 2: Constructing a practice advisory board for strategic business decisions

11:15: Practical Gem 3: Utilizing a clinical compliance officer for ethical risk screening

11:50: HIPAA compliance, PHI boundaries, and data security settings for AI tools

13:13: Actionable implementation steps and details on the Craft membership community

Cool Things Mentioned