Welcome, supervisors! Here’s what we’ll cover in this guide ⤵️
Viewing charts
You can see a snapshot of your supervisees’ charts and statuses on your dashboard in the Day View. Click on a chart status to see a filtered list of those charts or click View all to hop to your Supervision tab and review all charts from your supervisees.
Alternatively, you can head to your staff profile and click Supervision under your name to view your supervisees’ charts.
You’ll see some filtering options, along with details about whether a chart is assigned to a specific supervisor or to any supervisor connected to that supervisee.
Re-assigning a chart to another supervisor
See a chart that should be assigned differently? Maybe it’s been assigned to any supervisor, but should be reviewed by someone specific, or vice versa.
Select the chart, click the cogwheel at the bottom, and choose Change Supervisor. You can then select the other supervisor from the dropdown menu and save.
Reviewing a chart
After viewing a chart, you can send it back to the supervisee or sign off if no changes are needed. Both of these buttons are along the bottom of the chart.
Leaving feedback
You can leave feedback on a chart for your supervisee, whether you’re providing constructive feedback or just wanting to let them know they’ve done a great job.
This feedback is not part of the patient record and is only intended for the supervisee, so it will not be visible to the patient and will not be included in exported charts.
When viewing a chart entry that’s pending review, you can click Add new feedback and enter your notes.
If no action is needed based on your feedback, you can sign off on the chart. Or, you can send the chart back to your supervisee if they need to make some edits.
The chart will go back to the supervisee in draft mode with a Changes Requested tag. They can edit it and send it back.