Charting with a Supervisor
Are you supervising a clinician and need to review and/or sign off on their session notes?
Let's touch on a bit of the workflow regarding how a Supervisee submits a chart to a Supervisor, along with how a Supervisor can sign off on chart notes.
Within the Article:
First, set up the supervision process. Within My profile, navigate to the 'Permissions & Roles' section (or utilize the right-hand menu) and locate Supervisees. Identify the provider for supervising, then select to Start Supervision.
Within a supervised Provider's session note(s) is an option to ‘send for review’.
The 'send for review' note will appear on their supervisor’s Dashboard, within the ‘Charts Requiring Your Review’ section.
Reviewing a Chart Note
Within the supervisor's Dashboard, select Review Chart within the 'Charts Requiring Your Review' section.
Acceptable Chart Note:
When the supervisor finds the note acceptable, choose to Approve and Lock. This places electronic signature on the finished note, for both the supervisee and the supervisor.
If changes are to be addressed by the supervisee, make sure to document them in the reviewer notes. Select Return w/ Feedback. The supervisee will see the note within their Dashboard. This allows them the option to edit the note, then send again for supervisor review.