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Use RBT Supervision on Appointments

  • August 13, 2025
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Ensora Education Team
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This article will show the user how to use the RBT Supervision feature within the staff appointment.

Related Article: Set and Update Staff RBT Supervision Status

NOTE: There is a nominal fee to use RBT Supervision. If you would like to use this feature, please contact codemetro.support@ensorahealth.com for more information.

 

Please keep the following in mind when using the RBT Supervision feature.
  • The RBT Supervision tab will only be displayed on Staff members’ appointments that have been authorized to “provide” supervision from within their staff records.
  • These authorized staff members will be able to view service appointments for staff who “require” RBT supervision and have mutual clients on their caseloads.
  • The supervising staff will be able to view overlapping appointments for staff who require supervision.

 

Use RBT Supervision on Appointments

Beginning on the Main Screen of your database.

  1. Click on Staff located on the left-hand side of the window.
  2. Select the name of the Staff calendar you wish to edit.
  3. To open the selected Staff’s calendar, click the Selected Schedule (calendar with the red pin) located on the top toolbar.

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  4. Select the date of the Appointment from the mini calendar on the right side of the window.
    Double-click on the appointment you wish to view or modify the RBT Supervision. The appointment window will open.

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  5. At the top of the Appointment, select the tab named RBT Supervision.

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  6. With the RBT Supervision tab selected, you will see all overlapping appointments that match the RBT Supervision requirements mentioned above.
    The Supervisor’s appointment information, including the date and time, will be displayed next to My Appointment at the top of the window.
    The user can view the overlapping appointments by using the expand and collapse buttons next to each agency’s name.
    There are also checkboxes at the bottom of the window that will Show/Hide other types of appointments, such as Paid Non-Service (Blue) or Unpaid Non-Service (Grey) appointments.

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  7. From here you will be able to select which appointments you wish to log supervision time for using the checkboxes in the leftmost column.
  8. The Supervised Time column can be edited to shorten the length of time spent on supervision if needed. By default, it will list the max time between appointment start/end times.
  9. Supervisors can select if the supervised session was Face-to-Face (unchecked indicates Remote).
  10. Supervisors can also select if the supervised session was in an Individual or Group setting.

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  11. Click OK at the top of the appointment window to set your changes.
  12. Click Save on the Schedule to save your changes to the database.
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