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SuperviseesSupervisorsEmployers

Organizations sponsoring supervision for their teams.

01

Getting started

Accessing the employer portal, managing account details, and setting team permissions.

Set up your employer accountWhat happens when your organization is added to Motivo, how the first admin gets access, and what to do first.
How the employer portal worksLearn where to manage supervisees, supervisors, sessions, programs, reports, and settings.
Log in or reset your passwordSign in to the employer portal or request a new password when you cannot access your account.
Update organization and account informationChange your personal details and the organization settings available to your role.
Manage team members, roles, and permissionsAdd employer portal users, assign the right role, and update or remove their access.
Manage employer notificationsChoose which supervision, reporting, inactivity, invoice, and rate emails you receive.
02

Managing your team

Adding, organizing, and removing supervisees from your organization.

Add a superviseeAdd one supervisee to your organization and send them an account setup invitation.
Add supervisees with a CSVUse the portal template to prepare, validate, and upload several supervisees at once.
Let supervisees register through your signup linkShare your organization's registration link so supervisees can enter their own account details.
Understand supervisee account statusesLearn what the supervisee tabs and relationship messages mean in the employer portal.
Organize supervisees into programsCreate programs, assign supervisees, and use program filters across the employer portal.
Remove, restore, or cancel removal of a superviseeSchedule a supervisee's end date, reverse a scheduled removal, or reactivate a removed supervisee.
03

Supervisors and intro calls

Finding supervisors, scheduling intro calls, and managing supervision relationships.

How Motivo vets supervisorsWhat Motivo verifies before a supervisor joins the network, which license types are covered, and how in-person requirements are handled.
Search and compare supervisorsUse the supervisor directory and organization list to review experience, credentials, and availability.
Request and schedule an intro callChoose a supervisor, provide the call context, and select an available time.
Manage an upcoming intro callReview call details, join the video call, reschedule, cancel, and record your decision afterward.
Connect a supervisee with a supervisorStart a supervision relationship with a Motivo or in-house supervisor.
End a relationship or request a different supervisorEnd an in-house supervision relationship or ask Motivo to help change an external supervisor.
04

Sessions and reports

Reviewing sessions, attendance, notes, and administrative hours.

View and filter supervision sessionsFind sessions by date, supervisee, supervisor type, program, and session type.
Understand attendance, cancellations, and no-showsInterpret attendance results and understand what employers can and cannot change about sessions.
Download session reports and notesExport filtered session data as a CSV and download available session notes as a PDF.
Review and export administrative hoursFilter and download the non-session hours supervisors record for your organization.
05

Billing

Invoices, payment methods, and understanding your organization's charges.

How employer billing worksUnderstand whether your organization receives monthly invoices or individual charges and what can appear on them.
View and download invoicesOpen an invoice in Stripe or download its billing summary as a CSV or PDF.
Add or change a payment methodAdd a card, make it active, or remove a card used for organization charges.
Troubleshoot billing and payment notificationsResolve missing billing access, unavailable invoice links, card errors, and unexpected email delivery.

Can’t find what you’re looking for?

Email us at support@motivohealth.com and we’ll get back to you.

Or call us at +1 (678) 582-9795.

For anything affecting a session happening today, put URGENT in the subject line.

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