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Supervisor Sign Off

With many clinics working with practicum students, or practitioners who haven’t received their full license yet (‘Practicing Therapists’), we’d like to share how to have the Supervising Practitioner record notes and sign off on those chart entries.

Let’s assume that the practicing therapist’s access level is set to Practitioner (Limited), and that the Supervising Therapist has a higher access level – Practitioner (Front Desk) or higher.

The Practicing Therapist has seen their client and completed their draft chart (left as ‘unsigned’).

From here, the Supervisor can then review the Practising Therapist’s Day Sheet to see any draft charts that require review.

Here’s how to navigate to the Practising Therapist’s Day Sheet:

We do recommend that the Supervisor add the “Supervisor Sign-off” chart template to their chart templates section of their profile from the Template Library. Of course, if they prefer, the Supervisor can also create their own supervisor sign-off template: please visit our guide on Creating Chart Templates if that’s of interest.

Next, the ball is in the Supervisor’s court. The Supervising Practitioner can then add their separate “Supervisor Sign off” chart to the client’s charting area, and make any notes as necessary.

Finally, it is important to be sure that the Practicing Therapist has access to the Supervising Practitioner’s charts. This is so that the Practising Therapist can review the chart entry of their client and any changes that had been made by the Supervisor. This can be done via the Supervisor’s Shared Chart Privacy Settings. The Supervisor will need to share their charts with the Practising Therapist.

I’d like to add an extra signature box to my chart template. Where can I find this?

Jane has added a Signature line as a chart part tool. Simply open up your chart template, select “Add Item” and choose the Signature from the menu.You can find our handy guide on all of Jane’s chart parts here.

To learn more about creating a chart template, click here.