Supervision

TherapyAppointment allows for the management of supervisors and supervisees on an individual (1:1) or 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: Owner or manager
warning To be a supervisor, a staff member must also 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)

Click on the Supervisor name

  • Within the Supervisees section find 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:

  • 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 Supervisors 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 name of the supervisee
  • Find the Supervisors section:

Supervisee - Charting

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

Article: Start Charting

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

  • has replaced the button shown here:

Supervisor - Charts Requiring Review

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

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 leave it there for the correct supervisor 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

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.

Your supervisee can also copy & paste content_copy anything you enter here while editing the chart.


Beneath 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

Supervisee - Charts in Review

Supervisees will find the charts sent back to them under either the dashboard or schedule, outlined below:


Dashboard

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


Schedule

  • Find the appointment on your schedule (left menu)
  • Click on it, then

Then review any optional feedback, update anything necessary, and resubmit.

Once approved by your supervisor, you'll note:

  • The chart note is locked
  • It's 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

While locked chart notes can't be edited, there are other options:

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