Select a different supervising therapist

* ​If you would like a different therapist to supervise a note, form, or report who is not the primary therapist, you can do so by following these steps: 

Note
1. Click "New Note" 
2. Select client name
3. Select therapist from the "Supervising Therapist" drop down menu
4. Click "Yes"

Form
1. Click "Start a Form"
2. Select client name
3. Select template from the "Form Template" drop down menu
4. Select therapist from the "Supervising Therapist" drop down menu
5.  Click "Yes"

Report 
1. Click "Generate a Report"
2. Select client name
3. Select your star/end dates and requested continued treatment if applicable
4. Select template from the "Report Template" drop down menu
5. Select therapist from the "Supervising Therapist" drop down menu
6.  Click "Yes"

Important things to note:
The supervising therapist you select will be the official signer for that specific note, form, or report

Their name will appear in the client list under "Supervisor" for that specific note, form, or report

The primary therapist remains the same for that client

Any therapist can be selected as the supervising therapist as long as they are a supervisor and have access to the client  
​
To learn how to change the primary therapist for a client, click here. 

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