Assign Supervisor(s) to review Initial Assessments, Treatment Plans & Notes

Administrators can assign the Therapist one or more Supervisor(s). You can assign this Supervisor one of three roles: (1) can access Patient Notes, (2) must review and approve all Notes, or (3) must review and co-sign all Notes. 

1. Click the Staff tab in the primary navigation bar.
2. Click the Permission button associated with a Staff Member who requires supervisory review.
3. Ensure Therapist level permission is checked.
4. Select Notes Require Supervisory Review.
5. Enter Supervisor name in the field below.
6. Select Supervisor Role from dropdown.
   • Can Access Patient Notes: This role can be assigned to a peer or colleague who does not have system Admin rights. This peer will be assigned to all cases of their Supervisee. This is so they can review notes. They will not be asked to approve or sign the notes. 
   • Must Review and Approve All Notes: When the Supervisee completes their note the Supervisor will be alerted to approve the note. Once the note is approved by the Supervisor no changes to the note can be made other than the Supervisee being able to sign the note. Not even a system Admin can undo an approval or unlock a note from being changed. This level does not require the Supervisor's signature but it will allow for it. 
   • Must Review and Co-sign All notes: Supervisor is alerted once a Supervisee completes their note. The Supervisor then sees the option to sign the note. Once the Supervisor signs the note the Supervisee will also be alerted and will see the option to co-sign. If changes to the note need to be made a system admin can remove the signatures and changes can be made.
7. Click Save Permissions to save your changes.
   

Related Articles:

• Review & Sign Assigned Staff Notes