Supervision on All Diagnosis tab Sections

Supervision on All Diagnosis tab Sections

All documentation created within the Diagnosis & Assessments tab—including Treatment Plan, Intake Interview, Case Conceptualization, and Assessment—can be sent to a supervisor for review.

This allows clinicians to request supervisory feedback or approval directly from any of these sections. Once a note is ready for review, users can submit it to their supervisor, who will be able to access the document, provide comments, and complete the supervisory sign‑off process according to the practice’s supervision workflow.

See Supervisory Features for more details.


    • Related Articles

    • Assessment Section on Diagnosis Tab

      NEW - Assessment Section on the Diagnosis tab What You Can Do in the Assessments Section of the Diagnosis Tab The Assessments section gives clinicians a dedicated workspace to create, review, and manage all assessment‑related documentation for a ...

    • Adding Diagnosis Codes

      STEP 1:   Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2:  Under the Treatment Methods heading, click on the Select Diagnosis Code drop down  Begin typing the code/description in the search bar If the diagnosis is not ...

    • Adding New Diagnosis Codes to Codes & Metrics

      Step 1: Navigate to Account Settings - Codes & Metrics. Step 2: Select the Diagnosis tab on the right-hand side. Then, choose +Add New Diagnosis. Step 3: Select the type of diagnosis from the dropdown or create a new type by clicking (New). Step 4: ...

    • Locking the Diagnosis Tab (Treatment Plan, Case Conceptualization, Intake Interview)

      Overview Users can now lock each section within the Diagnosis tab to prevent changes after a treatment plan, case conceptualization, and intake interview has been finalized. This feature helps practices maintain documentation accuracy, protect ...

    • How to Sort Dianosis Codes

      Users can now sort diagnosis codes within the Treatment Plan tab of the session note, or the client chart Diagnosis tab. **The first diagnosis code listed will appear on the 1500 claim forms for insurance reimbursement.