Demonstration · Illustrative data · BI Consulting Services
AY Neuropsych × BI Consulting Services
Anny Yang, PhD, ABPP-CN · 185 Madison Avenue, New York, NY
Prepared for Anny
September 2026 · Evaluation Report Template concept

One generated report,
ready before the feedback session.

What Phase 1 of the Grades 1–8 template (and the Phase 2 High School template) could produce from a single row of scores — the cognitive-domain profile, the strengths-and-needs summary, and a quiet practice view underneath. No spreadsheet formatting, no chart re-styling after the rebrand.

Anchored to the practice, not to a patient. AY Neuropsych evaluates children 3 and up, teens, and adults, in English and Mandarin, across language-based and nonverbal learning differences, attention and executive functioning, and conditions affecting cognition.1 The student below is a sample student (illustrative) — no real scores, no PHI.
Every tile, chart and callout recalculates.

Where the sample student sits on the curve

Signature · percentile profile
Domain at or above averageDomain below average (SS < 90)Average range (SS 90–109, 25th–73rd pct)

Cognitive-domain profile

Standard score (mean 100, SD 15) with a 90% confidence band per domain. Composite scores only — no subtests, no names.
Report section

Strengths & needs summary

Generated from the profile: relative strengths are ≥ 1 SD above the student's own mean; needs sit below the average range.

Relative strengths

Areas of need

Minutes per report

Today's Excel template vs the generated template — illustrative estimates, to be replaced with Anny's own timings.
Today · Excel
95min
Generated · Power BI
12min

Evaluations completed per month

Report delivered, by grade band of the student. Practice view — illustrative volumes for a solo practice.
Practice view

Turnaround: last testing day → report sent

Median calendar days per month. The generated template removes the chart-building step, not the clinical writing.

Referral sources

Where evaluations in the period came from. Categories reflect a Manhattan pediatric practice; counts are illustrative.

Ask the data

A private assistant over the same model — answers cite the report section they came from. Static mock-up.
Private AI · mock
Summarise this student's relative strengths in two sentences.
Model: Evaluation Report Template · illustrativeSources: Domain profile ②, Strengths & needs ③No PHI leaves the tenant
Demonstration · Illustrative data · BI Consulting Services
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