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" dropdown menu
4. Click "Yes"

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