Assessment expertise.
Built into your systems.
I help psychology and IME-based practices build consistent, structured documentation workflows — drawing on hands-on experience across assessment, forensic evaluation, and clinical report development.
Get in Touch“If your clinicians produce different-looking reports for the same case type, you don’t have a staffing problem — you have a systems problem.”
That’s the gap I help psychology and IME-based practices close, remotely.
For practices that take documentation seriously.
IME companies, forensic practices, VA contractors, independent psychologists, disability evaluation organizations, and multi-clinician teams whose documentation has outgrown its system.
Three ways I support your practice.
Workflow systems, documentation support, and case file organization — remote and built around how your practice operates.
Assessment Workflow & Documentation Systems
I design standardized workflow systems for clinics whose documentation is inconsistent or hard to scale — a repeatable system your team can follow, intake through final report.
One-time build · Retainer · Training add-on- Intake structure & documentation flow design
- Test selection routing guides
- Evaluation process mapping
- Standardized report templates by case type
- Behavioral observation frameworks
- Addendum & records synthesis protocols
- Cross-clinician consistency standards
- Staff orientation materials
Clinical Documentation & Report Structuring
Drafting, organizing, and structuring psychological and IME-style reports based on clinical materials and direction from the licensed professional of record.
- IME-style report structure & draft development
- Clinical narrative drafting & organization
- Functional impairment documentation
- Addendum & supplemental report structuring
- Multi-source data integration
- Editing & refining existing documentation
Case File Organization & Document Preparation
Sorting and preparing long-form case documentation into clean, structured formats — so the licensed professional has everything ready before their evaluation.
- Sorting & organizing multi-source case files
- Chronological document ordering
- Structuring materials into report-ready formats
- Organized document packages for evaluator use
- Formatting & consolidating records
Remote. Structured. Three steps.
Discovery
We discuss your workflow, challenges, and what your practice needs.
Design & Deliver
I build your system, structure templates, or organize case files.
Handoff
You receive a documented system your team can use immediately.
Experience built inside these systems.
Grounded in direct, hands-on experience across psychological assessment, IME, forensic, disability, and educational evaluation environments.
- B.S. in Psychology
- M.A. in Counseling — Drugs & Alcohol concentration
- Background in psychological assessment & psychometric evaluation
- IME, forensic, disability & educational evaluation experience
- Structured clinical interviewing — diagnostic & forensic
- Trauma, PTSD, cognitive & mood disorder evaluation experience
- Full-cycle documentation — intake through final report
- Case file organization across complex, multi-source files
- Remote capable — domestic & international cases
What this is — and isn’t.
This is not
- Independent psychological practice
- Clinical assessment or diagnosis
- Client-facing clinical services
- A replacement for licensed professionals
This is
- Workflow design & systems consulting
- Documentation structuring support
- Case file organization & document prep
- Remote contractor support for practices
Ready to bring consistency to your practice?
If your documentation is inconsistent or you need a knowledgeable contractor for report support and case file organization — let’s talk.
Include a brief description of your practice and what you’re looking for. Responses within 1–2 business days.
Jay operates as an independent contractor providing consulting, documentation structuring, and case file organization services to psychology and IME-based practices. Services offered on this page do not constitute the practice of psychology, clinical assessment, diagnosis, or treatment. All clinical decision-making and professional responsibility remain with the licensed professional of record.