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:

⚠️ Required role:

To add and manage supervision, you must have a role as either an owner or manager.

Starting Supervision

To enable or start supervision, perform the following steps:

  • Go to 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
    • Once enabled, the name of the supervisor provider is indicated with a checkmark, affirming who they are supervising.
  • 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 notes going forward.

Stop Supervision

To stop supervision at any time, click Stop Supervision within the Supervisor's profile, follow these steps:

  • Go to 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 they will then see
(instead of like any other normal, unsupervised provider)

Supervisor - Charts Requiring Review

Once Sent for supervisor review, within the Dashboard is a section for the Supervisor will have a section titled " Charts In Review" -- clicking on the chart brings up the chart. The next step is for the chart to be approved, or sent back to a supervisee for them to review and re-submit to you.

Once in the Review Chart screen, create additional notes if needed (the chart will appear signed by the supervisee provider).

Choose whether to Approve and Lock the chart note, or  :

Return With Feedback

  • If you click , the chart note as a draft will be sent back to your supervisee along with the message you included in Reviewer Notes.
  • The supervisee may then re-edit the chart note draft and resubmit it for review

Approve and Lock

  • If you click , the chart note will be permanently locked, and include both your supervisee and your electronically signed signature on the locked chart note.
  • If you include feedback and click this, it will not be shown to the supervisee
⚠️ Note: Supervision is not designed to allow for editing existing supervisee notes. They will need to do that on their own when you opt to include reviewer notes for what to change, and click Return With Feedback.

From top to bottom we include:

  • Location, POS code, and CPT code used (and $ amount)
  • The chart note you are reviewing
  • Beneath that are the actions:
    • Reviewer Notes (optional) that return to the supervisee if sent back to them
    • Return the chart back to the supervisee with feedback
    • Approve and permanently lock the chart note

Example:

And the actions below:

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

  • Under the Dashboard, under Incomplete Prior Charts:

  • Under the original chart note - simply resume charting on it from 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 the chart note looks like once locked with a supervisor signature:

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:

From here, at the bottom you can click Continue Editing, which will bring you back into the charting process to correct and re-submit

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