Supervision

TherapyAppointment allows for the management of supervisors and supervisees on an individual (1:1) basis for each chart note written. Providers can also have multiple supervisors, but only one can sign off on each individual note.

Within this Article:

privacy_tip Required Role

  • To add and manage supervision, you must have a role as either an owner or manager
  • To be a supervisor, a user must have the therapist role

Starting Supervision

To enable or start supervision, perform the following steps:

  • Go to Practice Settings (left menu)
  • Click Staff (top tab)

error Click on the Supervisor name

  • Within the Supervisees section, locate the provider they will be supervising
  • Click to the right
    • Once enabled, the name of the supervisor provider is indicated with a checkmark check
    • You'll also notice the button now says
  • Example after enabling for one provider:

  • And under the Supervisee profile, under the Supervisors section they will be listed:

⚠️ Note: Selecting a supervisor/supervisee does not affect any chart notes already locked, supervision will begin for any chart note finalized going forward.

Stop Supervision

To stop supervision at any time, follow these steps:

  • Practice Settings (left menu)
  • Click Staff (top tab)
  • Click on the supervising provider name
  • Within the  Supervisees section, locate the provider they will be supervising
  • Click to the right

View a Providers Supervisor

To see who is supervising a particular provider, go to:

  • Practice Settings (left menu)
  • Click Staff (top tab)
  • Click on the supervisee provider name
  • That information will be located within the Supervisor section:

Supervisee - Charting

Once supervision has been enabled, the supervisee would chart as they normally would.

At the end of charting after clicking the only change here is that:

  • has replaced (seen by non-supervised providers)

Supervisor - Charts Requiring Review

Once sent for supervisor review, within the supervisor dashboard is a section titled Charts In Review:

⚠️ Note: If your supervisee has multiple supervisors, all of the supervisee's charts sent for review are visible to any supervisor they have in this dashboard section. This cannot be configured further. If a chart note does not apply to you, you can simply leave it for their other supervisor(s) to review.

Think about this like a supervision "bucket" for each provider water_medium

Clicking on the line brings up the chart.

Supervisor: Chart View

From top to bottom we include:

  • Name of client and provider, as well as the date and time of the appointment
  • Location, POS code, and CPT code used (and $ amount)
  • The chart note you are reviewing

block "Read Only" Charts

Note: We display the chart note to you in a read only format, so you won't be able to make edits.

edit_square Want to make changes?
Include them in your Reviewer Notes section we discuss below. Your supervisee will need to make the necessary edits you deem and resubmit it for you to approve and lock.

Beneath that are the actions:

  • edit_square Reviewer Notes (optional) that return to the supervisee only if you click Return w/Feedback
  • Returns the chart back to the supervisee with feedback
  • Permanently locks the chart note

If you return with feedback, a supervisee can review feedback either:

Dashboard

  • Find the section Incomplete Prior Charts
  • You'll see this icon, indicating there's feedback waiting:

Schedule

  • Find the appointment on your schedule click on the appointment and then on 

Then review the feedback, update anything necessary, and resubmit

Once approved by your supervisor, you'll see the chart note as locked, and removed from the Charts in Review section of your dashboard:

Here's what a chart note looks like once locked with a supervisor signature:

edit_square Articles → Other options on a locked chart note:

Supervisee - Charts in Review

When a supervisor returns your charts with feedback, they will appear on your Dashboard under the Incomplete Prior Charts section.

You'll notice this icon, indicating there is feedback waiting for you to review:

Also shown below in context:

  • Simply click on the appointment to view the feedback.
  • Under the previously submitted note, you'll see this section:

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