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Adding a Supervisor to review and sign notes

Adding a Supervisor to review and sign notes

If you're in a group practice or a pre-licensed clinician under supervision, this guide will take you through the best practices of a Supervisor and Supervisee's responsibilities.

Note: See Team member roles and access levels to learn more about the Supervisor role. 


Designating a Supervisor

Important: Before designating a Supervisor, add any Supervisees as team members to your group practice if you haven’t already. For details on this process, see: Adding a new team member. Keep in mind that pre-licensed clinicians aren’t required to provide clinical information such as License Type or License # to be added to your SimplePractice account. These fields can be left blank. 

In group practices, you can add the Supervisor role to yourself or any other team member. Here’s how to designate the Supervisor role:

  • Navigate to Settings > Team Members 
  • Click the team member you’d like to assign the Supervisor role to
  • Select the Supervisor Role checkbox

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  • Click Update Team Member

Designating a Supervisee

Once you’ve assigned the Supervisor role to yourself or a team member, you can designate who the Supervisees will be. To do this: 

  • Navigate to Settings > Team Members 
  • Click the name of the Supervisee
  • Under Supervision, check the box for This clinician is pre-licensed under supervision

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  • Use the dropdown menu to select a Supervisor
  • Click Update Team Member
  • Repeat these steps for any other Supervisees in your group practice

A Supervisee can also select their own Supervisor by navigating to Settings > My Profile > Clinical from their own account. Under Clinician Information, they can check the box for I’m pre-licensed under supervision. A dropdown menu will appear where they can choose a Supervisor. The Supervisor role must already be assigned to team members for them to appear on this list.

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Note: While a Supervisor can have an unlimited number of Supervisees, a Supervisee can only have one Supervisor.


Reviewing and signing notes

The Supervisor to Supervisee relationship is crucial to a clinician’s personal and professional development. In SimplePractice, we make it easy for Supervisors to approve, edit, sign, and lock their Supervisee’s notes.

Now that the Supervisor and Supervisee have been designated in your account, whenever the Supervisee writes a progress note and clicks Save, they have the option to either Edit or Sign & Share
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Once the progress note is shared, the Supervisor can follow these steps to review their Supervisee's notes:

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  • Click the note you want to review 
    notestosign.simplepractice.supervision.jpg
  • Click UnlockRequest Edits, or Sign
    supervisorsignature.simplepractice.progress_note.png
    • The Sign option will lock the progress note and add the Supervisor's eSignature
      • When this option is selected, the Supervisor will see a confirmation modal where they can click Sign & Locklockandsign.simplepractice.supervisor.png
      • They'll then see both the provider's and supervisor's signatures
        supervisorsignature.simplepractice.progressnote.png

Note: There currently isn't a way to customize this signature.

    • The Request Edits option will send the note back to the Supervisee to make additional edits before the Supervisor approves it
      • When this option is selected, the Supervisor will be able to Edit, Delete, or Sign the note
        unlockednote.simplepractice.progressnote.png
      • ​​​​The Supervisee will see the note back in their account to edit and resubmit

Note: Review this guide to go over the process to amend, correct, or clarify a locked note: How to use progress and psychotherapy notes.


Adding Supervisor information to billing documents and notes

You can also add Supervisor information to billing documents and notes. That way, this information automatically populates for pre-licensed clinicians in your practice. To do this:

  • Navigate to Settings > Documents
  • Select the box for Add supervisor info to notes and billing documents, under Pre-licensed Clinicians
  • You can edit what's listed in Footer Information textbox. If you have multiple interns that may have different supervisors, you'll want to make sure you don't remove the macros in the pre-filled message below. These macros automatically fill in the intern's supervisor's information if they have filled it out in their account settings
  • Click Save Documents

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FAQs


Why can't my Supervisor see their Supervisee's progress notes?

If your Supervisor can't see your progress notes, you'll want to make sure that they're logged in as a Supervisor and that notes have been saved, signed, and shared. The Supervisee can also check their Clinical Info tab to verify if and by whom they're under supervision.

A Supervisor logged into their account will see a Supervision tab in the left column of their Calendar homepage:

supervision.simplepractice.calendar.png

If you're ready for your Supervisor to review your notes, you'll need to save and share them. To save and share the completed progress note, click Save and then Share & Sign with Supervisor.

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