Reviewing & approving work
How supervisors and practice managers review submitted documents — the approval queue, approving vs. requesting revision, and the separation-of-duties rules.
The Task Manager
Assign work to your staff and see everything your team owes in one place — assigning tasks, the team view, drilling into a person, and tracking work to done.
Clinical supervision sessions
Document a clinical supervision meeting — the narrative areas, the cases discussed, and the dual signature that finalizes it.
Supervisor notes
Keep a private, supervisor-side record about a staff member — what the note types are, how open/close works, and the rule that the subject never sees them.