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AI agent for psychologists

Standardized Testing Administration Scheduling Agent

A complete assessment done on time with the right tests, forms and norms ready for every session

PlanningSchedulingScience and researchHealthcare
See how it worksGet access
Standardized Testing Administration Scheduling Agent: what goes in, what the agent does and what you get

What it does

A full psychological assessment can take several sessions, and it stalls when forms are missing, norms are not ready or the client cancels. This agent builds the test battery from the referral question and checks that each test is appropriate for the client's age and language. It schedules sessions, confirms the required forms, consent and norms are ready, and tracks completion. When a session is cancelled, it reschedules and checks that the order of tests still works. The clinician approves the battery and the schedule. Edge case: two tests that should not be given on the same day are in one session, so the agent splits them.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Referral accepted 2 USES A TOOL Read the referral question and client details 3 DOES Select candidate tests for the question 4 CHECKS THE RESULT Is each test valid for the client's age and languageand are norms available? If not: substitute a test and note the reason. Back tostep 3. 5 USES A TOOL Check forms, consent and norms are ready 6 DOES Schedule sessions with the right order and spacing 7 YOU APPROVE Clinician approves the battery and schedule 8 USES A TOOL Track completion and read cancellations 9 CHECKS THE RESULT Is each session still feasible within the reportingdeadline? If not: reschedule and reorder tests, then notify theclinician. Back to step 5. 10 DOES Update the checklist 11 RESULT Assessment schedule and checklist
Read the steps as a list
  1. Referral accepted
  2. Read the referral question and client details
  3. Select candidate tests for the question
  4. Is each test valid for the client's age and language and are norms available?If not: substitute a test and note the reason. Back to step 3.
  5. Check forms, consent and norms are ready
  6. Schedule sessions with the right order and spacing
  7. Clinician approves the battery and scheduleThe agent waits here for your OK.
  8. Track completion and read cancellations
  9. Is each session still feasible within the reporting deadline?If not: reschedule and reorder tests, then notify the clinician. Back to step 5.
  10. Update the checklist
  11. Assessment schedule and checklist

How it decides

Tests are chosen to answer the referral question and are valid for the client. Sessions must respect time limits and order rules.

  • Reject a test without norms for the client's age
  • Limit a session to the set time maximum
  • Do not combine tests marked as conflicting
  • Reschedule within 7 days of a cancellation

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Test catalog
  • Maximum session length
  • Rescheduling window (default 7 days)
  • Report deadline rule

What keeps you in control

It always asks you first

  • Test battery
  • Schedule changes

Hard limits

  • Never selects a test without clinician approval
  • Never stores test scores in its notes

It stops when

  • Done: all tests completed and scored
  • Stop: referral question is unclear

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a 9 year old referred for attention concerns, the agent proposed four tests over three sessions. One had norms only for ages 10 and up, so the validity check failed and it chose an age-appropriate alternative. The clinician approved. When session 2 was cancelled, the agent rescheduled it for the next Friday and kept the report deadline of the 28th.

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