Supervision: Setting Up Supervision Roles

Supervision roles define who can review, provide feedback on, and co‑sign a practitioner’s clinical documentation. This article explains how to assign the Supervisor role, set up supervision for new and existing practitioners, and update or remove supervisor assignments.

💡 If you’re looking for an overview of how supervision works in Sessions Health, see Supervision: Comprehensive Guide.

In this article:

Assign the Supervisor Role
Assign a Supervisor to a New Practitioner
Assign a Supervisor to an Existing Practitioner
Updating or Removing a Supervisor Assignment
Frequently Asked Questions
Related Resources

Assign the Supervisor Role

A team member must have the Supervisor role before they can review or co‑sign documentation.

To assign the Supervisor role

Go to Account Settings > Members
Open the three‑dot menu next to the team member's name
Select Edit Permissions
Turn on Supervisor
Select Save

Once assigned, the team member can be selected as a supervisor for practitioners or individual clients.

Edit Permissions module with the Supervisor role enabled.

Assign a Supervisor to a New Practitioner

You can assign a supervisor while inviting a new practitioner.

To assign a supervisor during the invitation process

Select + Add Member
Enter the practitioner’s email address
Scroll to Supervised By
Choose the supervisor from the drop‑down list
Select whether the supervisor’s signature is required for progress notes, treatment plans, or both
Select Send Invite

Supervision settings showing a selected supervisor and required signature options.

💡 A supervisor must accept their invitation before they can be assigned supervisees.

Assign a Supervisor to an Existing Practitioner

If a practitioner joins without a supervisor or needs an update, you can assign or change their supervisor at any time.

To assign or update a supervisor

Go to Account Settings > Members
Open the three‑dot menu next to the practitioner's name
Select Edit Permissions
Choose a supervisor in Supervised By
Update signature requirements as needed; these settings control which notes and plans go to the supervisor for review
Select Save

💡 Hover over the Supervisee label in the Roles column to see who supervises that practitioner.

Hover tooltip showing which supervisor is assigned to a supervisee in the Members table.

Updating or Removing a Supervisor Assignment

You can update or remove a practitioner’s supervisor at any time.

To update or remove a supervisor

Select the three‑dot menu next to the supervisee’s name
Select Edit Permissions
Update the Supervised By field to choose a new supervisor, or clear the field to remove the supervisor entirely
Select Save

How this affects existing documentation

Notes signed before a supervisor was assigned will not route to the new supervisor
The supervisee must unlock and re‑sign older notes for them to appear in the new supervisor’s review list
Whether older notes can be unlocked depends on your practice's Notes settings

Frequently Asked Questions

Can a practitioner have more than one supervisor?

Yes. A practitioner can have one default supervisor and different supervisors assigned for specific clients. See Assign a Client‑level Supervisor for steps.

Where do supervisors find items that need review?

Supervisors see all items awaiting their review under Home > Needs Attention.

What happens if a supervisor is removed from the practice?

Existing documentation stays intact. Any items awaiting review must be reassigned to another supervisor before they can be completed.

Use these resources to learn more about supervision and managing team roles in Sessions Health: