Supervisor: Review Assigned Staff Notes

 Permissions: You must be assigned as Supervisor for Staff Member with Must Review and Approve all Notes Role. 

After your assigned Staff Member has created and saved their Progress Note, you will receive an alert when there is a Progress Note for you to review. You can  review their Progress Note and approve it.

Once you have approved the Progress Note, the Note's author will receive a notification alert that their Progress Note has been reviewed.

Related Articles: Review and SIGN Assigned Staff Notes and Sign Review Notes (Therapist)

Review Single Progress Note

1. Click bell icon in top menu and locate appropriate alert.
   
   
   
2. Click New Case Notes link to open Note.
   
   
   
3. Review Note.
   

   Note: If changes need to be made contact Staff Member via desired method to make changes. 

4. Click Approve. Approving a Progress Note cannot be undone. 
   
   
   
5. Click Approve the note and make it immutable button. 

[Back to Top]

Review Multiple Progress Notes

1. Click bell icon in top menu and locate appropriate alert.
   
2. Click Click here link to access list of Progress Notes that need to be approved.
   
   
3. To view Progress Note proper, click Progress Note Details link.
4. Either click Approve button for desired Progress Notes.
5. OR select appropriate Progress Note checkbox(es) and click Approve/Sign Checked Items button. 
   

[Back to Top]