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Review Other Clinician's Notes as a Supervisor
Review Other Clinician's Notes as a Supervisor

How to access supervisee Notes as a supervisor

Updated over 2 months ago

There are two ways to view the profiles and Notes for the clients of the clinicians you supervise:


Before we begin

In order to access client profiles that are assigned to others, you must have the Admin Role (which grants you access to all client profiles) or the Supervisor Role with the supervisee indicated.

If you do not have access to a client profile that you should, contact your clinic admin to have them verify your Role (aka "permissions" are setup for what you need.


Access Notes from the client's profile

  1. Navigate to your Client List

  2. In the upper right drop-down, select the clinician you'd like to review notes for

  3. Once you're on the client profile, go to the Sessions tab and you'll see a list of all Sessions for that client.

  4. Click View Progress Note


Access Notes from the Session Dashboard

  1. In the upper right drop-down, select the clinician you'd like to review notes for

  2. The Sessions Dashboard shows just recently generated notes and allows you to hop directly into the Note itself vs. the client profile


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