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Supervision

Supervision links a pre-licensed (or otherwise supervised) clinician to a supervisor who reviews and co-signs their notes before they're finalized. The workflow covers designating supervisors, marking clinicians as supervised, and the review / co-sign / return-for-revision loop.

Setting Up Supervision​

1. Give the supervisor the Supervisor role. Do this first — a clinician can't be marked as supervised until at least one team member holds the Supervisor role.

  • For a new team member: check Supervisor on the role step of the invite.
  • For an existing member: Settings → Team → ⋮ → Edit Role, check Supervisor, save.

The Supervisor role can be combined with a clinician role, or held alone by a supervisor who doesn't carry a caseload in the practice.

2. Mark the supervisee. When inviting them (or later via Edit Role), check Under supervision and pick their supervisor from the Select Supervisor dropdown.

The Under Supervision section of the role step, with the supervisor dropdown

You can see every supervision relationship at a glance in the Supervision column of Settings → Team.

For Supervisees​

Supervised clinicians document exactly like everyone else — the only difference is at signing time:

  1. Write or generate your progress note as usual.
  2. Instead of Sign Note, your signature button reads Submit for Review. Click it to sign the note and send it to your supervisor's review queue.
  3. While it's pending you'll see Awaiting Supervisor Review on the note; if your supervisor returns it for changes, it appears in your Notes to revise list (and under the Returned filter on Notes to Sign) with their comment — make the edits and submit again. Your sidebar link reads Revisions Requested with a count whenever something's waiting on you.
  4. Once your supervisor co-signs, the note is finalized and shows both signatures — yours and "Co-signed by [supervisor's name and credential]."

For Supervisors​

  1. Open the Supervision dashboard from the sidebar — the link reads Pending Review with a count when notes are waiting. Its Notes to sign queue lists each submission with the client, note type, who submitted it, and when. (Treatment plans submitted for review land in the same queue.)

The Supervision dashboard's Notes to sign queue 2. Click Review to open the note. 3. To approve, click Co-Sign Note — your signature is added and the note is finalized with both signatures. 4. To request changes, click Request Edits, write your comment ("Describe the edits you'd like"), and Request Now. The supervisee's signature is removed, the note returns to them, and your comment travels with it.

Discussing a note without returning it: the Comments button on any note under review opens a running thread between you and the supervisee — comments stay outside the clinical record and the client's chart. A Request Edits comment posts into the same thread, so the conversation and the decision live together.

Note that your co-sign queue lives here on the Supervision dashboard — the Notes to Sign page shows only your own notes.

Good to Know​

  • Supervision status doesn't change what the supervisee can access — that's controlled by their clinician access level. A typical setup for a pre-licensed associate is Basic Clinician + under supervision.
  • A supervisor can have any number of supervisees; each supervisee has one supervisor.
  • Removing the Supervisor role from someone who still has supervisees requires explicit confirmation, so supervision links aren't broken by accident.