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Supervisor Co-signing Notes

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  • Ruth

    Hi Jennifer - You can actually sort through all Progress Notes that need to be signed off by a Supervisor for a client! 

    To do this go to the client's file and click on the Appointment Status Report, under their BILLING OVERVIEW box to the top right. You can then check the box to "Include Documentation," sort by date range and select Supervision as your note type, pictured here:

    You can also go to your Supervision tab, to the left of your account, to see all notes that you haven't signed for supervision. 

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