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How to use the Report Writer to generate and refine individual assessment reports

Several ways you can use the Report Writer to handle individual assessments

Byron McClure avatar
Written by Byron McClure
Updated over 2 months ago

Introduction

In this guide, I walk through several ways you can use the Report Writer to handle individual assessments, such as the WISC-V. We look at the standard input method in Tools, the editing advantages of using Studio Writer, and how to directly prompt for specific narrative styles in Conversations. I also cover how to adjust if the initial output isn't what you need, how to clear context to avoid data overlap, and how to save your best prompts to ensure consistency across your evaluations.

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How to Guide Steps

Introduction to the Report Writer 0:00

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  • Overview of the report writer's purpose

  • Assurance that revisions can be made if the output is unsatisfactory

Accessing the Report Writer 0:18

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  • Navigate to 'Conversations'

  • Click on 'Tools'

  • Select 'Early Access Tools' to access report writer tools

Choosing the Right Report Writer Tool 0:39

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  • Understand the types of assessments:

    • Multi-rater (e.g., rating scales)

    • Individual assessments (e.g., WISC, WAIS, WJ's)

  • Click on 'Report Writer Individual Assessment' to proceed

Inputting Scores into the Report Writer 1:02

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  • Two methods to input scores:

    1. Manually input scores (copy, paste, or type)

    2. Upload an actual score report by clicking 'Switch the File' and selecting the report

Running the Report and Ensuring Accuracy 1:40

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  • Anticipate a processing time of 60-90 seconds

  • Review the output for accuracy

  • Use clinical judgment to verify scores and interpretations

Using Studio Writer for Enhanced Editing 2:52

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  • If output is unsatisfactory, close tools and open 'Studio Writer'

  • Create a new thread with student initials

  • Add a section (e.g., 'Whisk') and access tools to generate a report

Editing Capabilities in Studio Writer 5:05

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  • Ability to edit text directly (bold, delete sections)

  • Auto-save feature for convenience

  • Option to manually adjust score ranges if needed

Generating Sections with Specific Prompts 6:21

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  • Return to 'Conversations' to prompt Sophia for specific outputs

  • Copy and paste relevant score tables into the platform

  • Create a detailed prompt for narrative interpretation including specific requirements

Refining Prompts for Better Output 8:47

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  • Review initial output for completeness

  • Adjust prompts to ensure all necessary information is included (e.g., full-scale IQ)

The "Master" WISC-V Interpretation Prompt

Copy and paste the table of scores from your PDF directly into the chat, then use this prompt:

"Generate a narrative interpretation that I can use for my psychological evaluation of the following WISC-5 assessment results.

You must provide interpretations for all primary index scores, including the full-scale IQ. The return output must be in narrative paragraph form. No bullets or numbers.

Go deep. Use your deep expertise in psychological evaluations to identify trends and analysis. Explain them clearly."

Breakdown of Specific Instruction Phrases

If you need to troubleshoot or refine other prompts, here are the specific instruction blocks that fixed the issues in the video:

  • To fix formatting (get paragraphs instead of lists): "The return output must be in narrative paragraph form. No bullets or numbers."

  • To ensure the Full Scale IQ isn't skipped: "You must provide interpretations for all primary index scores, including the full-scale IQ."

  • To get more clinical depth: "Go deep. Use your deep expertise in psychological evaluations to identify trends and analysis."

Creating New Threads for Focused Outputs 11:01

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  • If previous threads pull in unwanted history, create a new thread

  • Repeat the process of copying scores and refining prompts for clarity

Final Review and Saving Effective Prompts 15:18

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  • Review generated interpretations for quality

  • Save effective prompts for future use by adding them to 'Saved Prompts'

  • Encourage experimentation with different approaches to achieve desired outputs

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