Assessment Program Consulting
Build an assessment program that works in real life.
Two Rivers Neuropsychology provides consulting for practices developing, refining, or expanding psychological and neuropsychological assessment services.
We help practices move from the idea of “we should offer testing”
to a workable, clinically thoughtful, & financially sustainable program.
Help with building a strong program.
Launching an assessment service requires more than selecting tests.
A strong program depends on the full system:
Referral fit, scheduling, intake forms, administrative workflow, billing processes, testing space, equipment, staffing, documentation, reporting, and patient communication.
We work with practice owners and implementation teams to build assessment programs that are clinically sound, operationally realistic, and aligned with the practice’s values and patient population.
Who is this a good fit for?
Consulting services from Two Rivers may be a good fit for practices that are:
Starting a psychological or neuropsychological assessment program
Adding testing services to an existing therapy, psychiatry, or behavioral health practice
Hiring or onboarding psychometrists, postdoctoral fellow, or assessment clinicians
Experiencing long waitlists, unclear referral processes, or inefficient scheduling
Unsure which assessment tools, forms, workflows, or billing processes to uses
Trying to match their assessment service line to the right referral sources
What we help with
Program Design
I help practices clarify the structure of their assessment service, including the types of evaluations offered, the populations served, referral criteria, exclusionary factors, staffing needs, and the overall patient flow from inquiry to feedback.
This often includes defining which referrals are a good fit for the practice, which should be referred elsewhere, and how to communicate those boundaries clearly.
Assessment Toolkit Selection
We assist with selection and purchase planning for assessment materials, including core test batteries, rating scales, computerized assessment tools, scoring platforms, response booklets, record forms, and other required materials.
The goal is to build a toolkit that fits the practice model rather than over-purchasing materials that are rarely used or under-purchasing tools that later create workflow problems.
Office Space and Materials Planning
Two Rivers helps practices build the administrative systems that make assessment services run smoothly, including:
Referral tracking
Inquiry triage
Scheduling workflow
Waitlist management
Intake forms
Patient information packets
Initial screeners and rating scales
Pre-appointment communication
Payment collection processes
Internal handoffs between administrative and clinical staff
The aim is to reduce confusion, prevent inappropriate referrals from entering the pipeline, and create a process that patients and staff can follow consistently.
Working with the Implementation Team
Assessment programs typically involve more than one person. We work with the full implementation team, which may include the practice owner, intake coordinator, scheduler, receptionist, billing specialist, psychometrist, postdoctoral trainee, psychologist, and neuropsychologist(s).
Our role is often to help each person understand how their part of the process affects the rest of the system.
Referral Development and Tracking
A strong assessment program depends on the right referral relationships. I help practices identify which referral sources fit their model, values, clinical strengths, and financial structure.
This may include developing referral tracking systems, clarifying referral patterns, identifying high-fit referral sources, and deciding where to invest more relationship-building effort.
EHR, Documentation, and Billing Workflows
We help teams understand how assessment services move through the EHR, including documentation points, note structure, internal tracking, and billing workflow.
Two Rivers can also provide operational education regarding CPT coding concepts for psychological and neuropsychological testing services, while encouraging practices to coordinate with their billing, compliance, and legal advisors as needed.
Let’s build a program often desperately needed in the patient and referring provider community.
Here, expertise and the desire to do service for the community meets opportunity.
We're here to help you plan a robust clinical program that is efficient and meets ethical standards with confidence and purpose.
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Examples of consulting projects include:
Building an assessment program from the ground up
Revising an inefficient or overburdened assessment workflow
Selecting a test battery and computerized assessment tools
Creating intake forms and patient information packets
Designing a referral tracking spreadsheet or workflow
Improving scheduling and waitlist management
Planning testing space and materials storage
Supporting psychometrist hiring and onboarding
Clarifying billing and documentation workflow
Helping the team understand how assessment services function from referral through feedback
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Our consulting work is practical, direct, and implementation-focused. We aim to help practices make decisions that are clinically defensible, financially realistic, and workable for the people who will actually use the system.
We do not believe every practice needs the same assessment model. The right structure depends on the practice’s patient population, referral sources, staffing, payor mix, space, budget, typical or projected referral questions, and long-term goals.
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Consulting services are designed for practices, organizations, and professionals. Consulting does not establish a patient-provider relationship and is not a substitute for clinical care, legal advice, formal billing compliance review, or professional supervision unless specifically agreed upon in writing.
When needed, practices are encouraged to coordinate with their own legal, billing, compliance, credentialing, and tax professionals.
The next step is yours.
If your practice is developing or refining an assessment program, we would be happy to discuss whether consulting would be a good fit.
“Thank you also for being a woman who lifts up other women.
We need more of this in the world and I will try to do this for others, too.”
— E.L.