Supervisor roster
Maintain supervisors’ specialities, levels and caseload limits. Manage active, suspended and ended relationships.
Clinical supervision
Organize supervision. Review your team’s work.
Assign supervisors, observe sessions and record evaluations, feedback and supervision time. See what is complete, what needs follow-up and which development steps come next.
Tools for leaders, supervisors and therapists, with access based on each person’s responsibilities.
Observe
Evaluate
Notes
Clinical review
Feedback
Bring together session observations, evaluations and notes from the supervisor.
Start with who supervises whom.
Choose supervisors and assign the therapists, learners and departments they oversee.
Assign the supervisor’s responsibilities
Assign a therapist, learner, department or workspace using the available assignment options. The supervisor sees records within their responsibilities and permissions.
Continuity of responsibility
Set assignment dates where available and keep the history after it ends. See who was responsible during each period.
- Scoped visibilityAn oversight role and a treating role are different. A job title alone does not open every learner’s clinical record.
Observe sessions and add feedback.
Invite a supervisor to the session to observe the work they are authorized to review.
Sessions in progress
Open sessions you are allowed to observe and review the child’s information and current work.
Observation invitations
Invite a named person or use an invitation code. Track the invitation and withdraw access when needed.
Feedback linked to the session
Comment on the work in progress. Observing a session does not automatically give permission to change its data.
- Observation is not a video callThis observes work in the session workspace; it is not a video call. Explore the video service to record sessions and review clips.
Give feedback the practitioner can act on.
Evaluate what you observed using clear checklist items. Record examples, strengths and areas to improve.
Structured observation
Record item scores and domain evidence. Keep ‘not observed’ distinct from an item that has not yet been rated.
A clear improvement plan
Document strengths, development priorities, an action plan and a follow-up date instead of leaving a score without explanation.
An evaluation the therapist can read
Complete the evaluation for the therapist and authorized reviewer to read. Reopening records who did it and why.
- Professional judgment remains essentialEvaluation summaries support discussion and follow-up. They are not independent clinical decisions or proof of professional accreditation.
Record supervision time and the work completed.
Keep each therapist’s observations, evaluations, invitations and supervision time together, so you can review the work behind the total.
Different kinds of work
Record live treatment observation, live IOA, video or record review, side-by-side observation and feedback meetings.
Classify supervision time
Separate direct supervision, indirect supervision, training and administrative work. Review the time recorded for each.
Confirm the observation
Review and confirm the suggested observation time, or explain an adjustment. Video review time also needs confirmation.
- Attendance is not accreditationOpening a session or watching a recording does not automatically create qualifying supervision hours. Entries remain subject to the institution’s rules and authorized confirmation.
See the gaps while you can still address them.
Define the institution’s supervision requirements and compare them with the recorded work for each period.
Institution-defined requirements
Set direct and indirect minutes, IOA session requirements and the supervision percentage in the organization’s clinical policy.
Required and completed each month
Compare required supervision time with recorded time and see the shortfall and status.
What needs follow-up
Review open alerts and violations and their severity. Open the records to understand the shortfall.
- Your policy, not a regulatory guaranteeThese indicators measure against the organization’s configured requirements. They do not certify compliance with every licensing or accreditation body.
Review work. Complete sign-off.
Follow therapist reviews, assessment reviews and session notes, with a responsible person for each step.
Periodic reviews
Set the review period and follow the supported sequence: draft, submission, therapist co-signature and director approval, with reopening when required.
Assessment follow-up
Open assessment review work within the supervisor’s scope. Assessment scores and reports remain in their own assessment workflow.
SOAP notes, where enabled
When the organization enables SOAP documentation, clinicians review and sign notes, and an authorized separate reviewer handles approval. An author does not approve their own note.
- Different reviews answer different questionsA therapist evaluation describes performance. A periodic review covers a work period. Assessment and session-note reviews concern the child’s care; each has its own record.
Oversee supervision across the organization.
Authorized leaders see supervision assignments and follow-up. Each supervisor focuses on their assigned team and caseload.
Organization overview
See supervisors, their assignments, completed work and pending follow-up.
A supervisor’s own view
Follow supervisees and learners, observations and review work within the assigned scope.
Review earlier periods
Review ended assignments and earlier records to see who supervised the work and what they recorded.
- Connect the next stepUse video for time-linked review, sessions for live work and the therapist page for the practitioner’s complete journey.
Supervision belongs inside the care journey.
Explore the work being reviewed and the people who take the next step.
Common supervision questions.
Does every supervisor see the whole organization?
No. A supervisor’s view is scoped to the relevant assignments and permissions. Organization-wide oversight is a separate authorized tier, and consent remains part of access control.
Does observing a session automatically count as supervision hours?
No. Observation records require the supported confirmation and logging steps. Measured time provides context; the institution’s policy determines how recorded work is reviewed.
Are SOAP notes enabled for every organization?
No. SOAP documentation is an organization setting that is off by default. Its notes and approval workflow appear only when enabled and authorized.
Are supervision requirements a professional certification?
No. The platform compares recorded work with your organization’s configured policy. It does not issue regulatory approval or independently validate professional credentials.
Make supervision responsibilities clear.
Assign responsibility, follow observations, evaluations and hours, and complete reviews in the same platform.