Creating Supervisory Relationships

Creating Supervisory Relationships

In order to utilize the Supervisee Review feature, you'll first need to enable supervision within your Practice Settings and set up the supervisory relationships within your Staff & Users settings. 


  1. Navigate to the Practice Settings bucket within the General tab. 
  2. Check the box next to "Uses Supervision" to enable the supervisory features. 

  1. Navigate to the Staff & Users tab (on the left-hand side) within your Account Settings. 
  2. Click on the "Supervision" header and then click +Add Supervisory Relationship. 

  1. Choose the supervisor from the dropdown on the left-hand side, and then check the boxes of the appropriate supervisee(s) on the right-hand side. Then, press Save Changes.
  2. To make changes to existing supervisor relationships (e.g., remove or add a new supervisee to an existing supervisor), you can click on the edit button on the right-hand side. 

    • Related Articles

    • Supervisory Features

      In order to utilize the supervisory features, you must first have the correct supervisory relationship configured in the Account Settings. For instructions on how an administrator can do so, please see here: Creating Supervisory Relationships ...

    • Creating Intake Packets

      Step 1: Design the individual surveys that you'd like to include in your intake packet. Directions for creating custom surveys can be found here (Designing Custom Surveys) Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add ...

    • Creating Invoices/Superbills

      Please note: "invoice" is synonymous with "superbill."  STEP 1: Ensure your account settings are configured correctly. (FAQ: Configuring Invoice Settings) STEP 2: Ensure the necessary client details are correctly input into their client profile and ...

    • Creating Online Booking Widget (NEW CLIENTS)

      Step 1: Navigate to Account Settings within the Settings Dropdown Step 2: Click on the Online Booking tab on the left-hand side & choose your subdomain (the name that will be included in your unique booking page) and click "Create Practice Domain" ...

    • Creating a Cohort to Schedule Send Packets (Intakes & ROMs)

      You can create cohorts within MBP to automatically send packets on a schedule of your choosing. This is great for sending intake packets at the time of creating a client -- OR -- to send out routine outcome measures or satisfaction surveys. Step 1: ...