Reviewing and signing documentation under supervision

Supervisees can sign and send their documentation to their supervisors for review. If needed, supervisors can request edits for documentation during their review. Once the documentation is ready, supervisors can include their signature in the documentation.

Note: Clinicians must be designated as supervisor and supervisee before documentation can be reviewed and signed under supervision. For more information, see Designating a clinician as a supervisor or supervisee.

In this guide, we’ll cover:

• Signing and submitting documentation for review
• Reviewing documentation as a supervisor
• Adding supervisor information to documents

Signing and submitting documentation for review

When a supervisee saves a progress note, diagnosis and treatment plan, or other document that hasn't been signed by their supervisor, they'll see the option to Sign and share.

When a supervisee views a consent form, intake form, or scored measure that hasn't been signed by their supervisor, they'll see the option to Sign at the bottom of the form or scored measure.

If a supervisee has permission to unlock the documents they've signed, they won't see the option to unlock their signed documents until the supervisor has added their signature after their review. If not signed by the supervisor yet, they can have the supervisor Request Edits. For more information, see Reviewing documentation as a supervisor.

Reviewing documentation as a supervisor

After a supervisee signs their documentation, the documentation will be shared with their designated supervisor for review. The supervisor will be able to access shared documentation by clicking the Supervision tab.

Note: The Supervision counter represents how many items of documentation are waiting for the supervisor’s review.

In this tab, the supervisor can view documentation to review under Notes to sign, as well as check documentation they’ve signed under My signed notes.

Supervisors can only review and sign documentation for clients whose primary clinician is their supervisee, and/or for appointments rendered by their supervisee.

Note: If a supervisee is deleted from the account, any documentation that they had already signed and shared will continue to appear under Notes to sign for the supervisor’s review. Documentation that hadn’t been signed and shared by the supervisee before they were deleted won’t appear under Notes to sign.

Supervisors can filter documentation by client, clinician, or document type.

They can also sort documentation from new to old, or old to new.

When a supervisor clicks on a supervisee's document to sign, they can have the following options: Comments, Request Edits, and Sign.

Note: Comments and Request Edits are only available for progress notes, other documents, and diagnosis and treatment plans.

Comments

To leave a comment as a supervisor:

1. Click Comments > the pencil and paper icon

2. Enter the comment for the supervisee
3. Click Save

The supervisor can only leave one comment at a time. To make additions, they can edit the comment by clicking the pencil icon within the comment box.

Once their supervisor has left a comment, supervisees can access the Comments option. They’ll also be able to add a comment and edit it.

Request Edits

After leaving their comment, the supervisor can Request edits to send the document back to the supervisee for changes.

After requesting edits, click Request Now to send the document back to the supervisee.

Supervisors can also request edits without leaving a comment by directly clicking Request Edits on the document.

After requesting edits, the supervisee will receive a notification to edit and resubmit the document. When the supervisee reviews the documentation, they’ll be able to Edit, Delete, or Sign it.

Sign

If the supervisor is ready to sign a progress note, other document, or diagnosis and treatment plan, they can click Sign.

If the supervisor is ready to sign a consent form, intake form, or scored measure, they can click Sign at the bottom of the form or scored measure.

After clicking Sign, the supervisor can select Sign and lock to lock the progress note and add their eSignature.

The documentation will then show both the provider’s and supervisor’s signatures.

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

Note: After adding their signature, the supervisor won't be able to unlock the supervisee’s progress notes unless the supervisor is also the Account Owner.

Adding supervisor information to documents

You can also add supervisor information to documents so that this information automatically populates for pre-licensed clinicians in your practice. To do this:

1. Navigate to Settings > Documentation > Template library
2. Scroll to the bottom and check Add supervisor info to notes and billing documents

3. Edit what's listed in the Footer information textbox, if necessary

Tip: If you have multiple supervisees with different supervisors, don't remove the macros, such as {supervisor_full_name}, in the pre-filled textbox. These macros automatically fill in their supervisor's full name, license number, and NPI, based on what’s listed in the supervisor’s settings.

4. Click Save format