Change note to Bill as Supervisor

Occasionally, your billing supervisor will change.  This will put a fresh pair of eyes on your notes to ensure we meet and maintain compliance with insurance.  Most of the time, your note will default to the correct billing supervisor; however, depending on who your supervisor is, your note will require you to change the billing supervisor to the correct one.  

To edit supervision billing settings per note:

• When creating or editing a note, click anywhere on the note header or click Edit in the upper right corner of the note header to open it

• From the Supervisor dropdown, select the Supervisor associated with the note
• From the dropdown below, select the level of supervision required for the session
• Click the Update Note Header button

The changes will take effect after the supervisee signs the note. The new supervisor will see a prompt to approve or co-sign the note in their To-Do list.

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