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.