How can I have my progress notes approved by my supervisor?

As an intern or student, you can enable the feature that allows your progress notes to be approved by your supervisor.

Sharing the client record with your supervisor

1. Create the client record(s) in your account.
2. Open the Share tab in the record.
3. Click Add.
4. Assign the following permissions to your supervisor: Reading, Writing and Approval.
5. Click Save.
   

Once the record is shared, your supervisor will receive an email confirming their access to the record.

Recording a Progress Note

• When you record a progress note, your supervisor will receive an email notifying them that the note needs approval.
• After your supervisor approves the note, both your signature and your supervisor’s signature will appear in the footer of the note.
  

If the note is saved as a draft, no email notification will be sent to your supervisor. The note must be finalized to trigger the approval process.

Viewing the Signatures

1. Click the three dots to the right of the progress note.
2. Select Print.
3. The platform will generate a PDF file showing both signatures.
   

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