Clinical supervision sessions
A clinical supervision session is the record of a supervision meeting between a supervisor and a staff member (the supervisee). It captures what was discussed, which cases came up, and the agreed next steps — and it's finalized by both people signing it.
Supervisors, practice managers, and admins create and write supervision sessions. The named supervisee co-signs their own session. Staff members don't create supervision sessions, but they do co-sign the ones they're part of.
What a session records
- Attendees — who took part.
- Agenda topics — what you planned to cover.
- The cases discussed — you can attach none, one, or several cases to a session. Supervision often spans a staff member's whole caseload, so a session isn't tied to a single referral.
- Four narrative areas:
- General — the substance of the supervision.
- Ethical / legal — any ethical or legal considerations raised.
- Administrative — caseload, scheduling, documentation, and the like.
- Next steps — what was agreed going forward.
Creating and writing the session
- Go to Supervision and choose New supervision session.
- Name the supervisee — they're added to the attendees automatically.
- Add the agenda topics, attach any cases discussed, and write the four narrative areas.
While the session is unsigned, the supervisor can keep editing it. (The supervisee can't edit it — they sign it, they don't revise it.)
Finalizing with two signatures
A supervision session is finalized by two signatures — the supervisor's and the supervisee's.
When both the supervisor and the supervisee have signed, the session is locked — it can't be edited or changed afterward. Make sure the content is right before both signatures are in. You can discard a session only before anyone has signed it.
The supervisee signs from their own account, which is what makes the session a shared, attested record rather than a one-sided note.
How this differs from supervisor notes
A supervision session is a shared record both people sign. If you want to keep a private record about a staff member — coaching, performance, recognition — that's a different tool the staff member doesn't see; see Supervisor notes.
Frequently asked questions
Can I attach more than one case to a session? Yes — attach as many (or as few) as the meeting covered. Supervision frequently touches several cases at once.
The supervisee hasn't signed yet — can I still edit? Yes. While a session is unsigned, the supervisor can edit it. It locks only once both signatures are present.
I need to fix a session that's already signed by both of us. A fully-signed session is locked. For anything that needs correcting afterward, record it in the next session (or a supervisor note).
Can I delete a session I started by mistake? You can discard it as long as neither signature is on it yet.
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