Supervision

Have a supervisor review a chart note written by a supervisee before it's locked.

With our feature here, you can designate supervisors and supervisees within your group. Providers (supervisees) can have one or multiple supervisors, but only one can sign off on each individual chart note.


Within this Article:

Required Role: Owner or manager
warning To be a supervisor, a staff member must also have the therapist role.

movie Video:

Starting Supervision

To enable or start supervision, perform the following steps:


  • On any screen click (top right)
  • Then click Staff (top tab)

Click on the Supervisor name

  • Find the Supervisees section (underneath Roles) and 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


  • Also under the Supervisee's profile → in 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:

  • On any screen click (top right)
  • Then click Staff (top tab)
  • Click on the Supervisors name
  • Find the Supervisees section
  • Click to the right:

View a Providers Supervisor

  • On any screen click (top right)
  • Then click Staff (top tab)
  • Click on the Supervisee's name
  • Find the Supervisors section:

Supervisee: Charting

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

Article: Start Charting
  • Chart as you normally would
  • Click the button (bottom right)
  • has replaced the button (bottom right):

Supervisor - Charts Requiring Review

Once sent for review, supervisors would go to:

  • home Home (left menu)
  • Find the left column section Charting Tasks (second down) and click on it if not expanded:
  • It should now be titled Charts Awaiting Review and you should see a list of any waiting
  • Click on any chart to load:

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 supervisee water_medium

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 discussed 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, show to the supervisee only if you click Return w/ Feedback
  • Returns the chart back to the supervisee with feedback
  • Permanently locks the chart note for the supervisee

Supervisee - Charts in Review

When a supervisor returns a chart, it will be available to a supervisee on their home page, or the calendar.

To access:

From the Home Screen:

  • home Home (left menu)
  • On the left find the section Charting Tasks
  • Click the Incomplete Charts subsection to expand
Note: We show the number of items in each task if more than one, in the example below there are two:

  • We show a feedback icon feedback indicating a supervisor has returned a chart note:

  • Click to return to the charting screen
  • Any supervisor feedback will also be included on this screen
    • We also support copy and paste of any supervisor feedback

From the Calendar:

  • Click on the appointment, loading the appointment pop up
  • Then click (far right) shown here:

  • Any supervisor feedback will also be included on this screen
    • We also support copy and paste of any supervisor feedback

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

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