Designating a clinician as a supervisor or supervisee

If you're part of a group account, you may have a pre-licensed clinician under supervision, or a clinician that will be supervising pre-licensed clinicians. You can designate whether a clinician is a supervisor, and whether another clinician is a supervisee under them.

Note: A supervisor can have an unlimited number of supervisees, but a supervisee can only have one supervisor.

In SimplePractice, supervisors can review pre-licensed clinicians' documentation, and supervisees can also bill insurance. For more information, see Reviewing and signing documentation under supervision and Billing insurance under supervision.

In this guide, we’ll cover:

• Designating a team member as a supervisor
• Indicating that a team member is a supervisee
• Can a supervisor be supervised by another team member?

Designating a team member as a supervisor

If you're the Account Owner or practice manager, you can add the Supervisor role when you're adding a team member, or editing the roles of an existing team member.

For more information, see:

• Adding a new team member
• Updating a team member’s role(s)

To learn about permissions for the supervisor role, see Supervisor.

Indicating that a team member is a supervisee

Important: The team member must already be added to the account before they can be listed as a supervisee. When adding a clinician to your account, license information and an NPI number won't be required. 

Once the Supervisor role is assigned to a team member, the Account Owner and practice manager can determine other team members under their supervision. To do this:

1. Navigate to Settings > Team > Team members
2. Select the name of the supervisee
3. Next to Clinical info, click Edit

4. Toggle Under supervision on
5. Select a supervisor from the dropdown menu

6. Click Save
7. Repeat these steps for each supervisee in your group practice

The team member can also designate themselves as a supervisee with the steps below:

1. Navigate to Settings > Profile > Clinical info
2. Next to Clinician details, click Edit
3. Under Licensure type, select Pre-Licensed
4. Below Supervisor, select the supervising clinician

5. Click Save

Can a supervisor be supervised by another team member?

Team members with the supervisor role can’t be designated as supervisees. If a supervisor should also be listed as a supervisee, the team member can have an account for each role. To do this, the Account Owner or practice manager can:

1. Remove the supervisor role from the team member’s current account
2. Make another account for the team member and assign the supervisor role
   • Use the clinician’s exact name for the new account
   • No clinician roles should be assigned
     • Adding a supervisor is free on the Plus plan
   • To use the same email address of the clinician’s current account, see Adding team members or clients using the same email address
3. Designate the new account as the supervisor for the supervisees
   • Supervisees can also set the new account as their supervisor themselves