Connect a supervisee with a supervisor

Before you begin

You need permission to manage supervisees and supervisors. The available path depends on whether the supervisor is provided through Motivo or works in-house for your organization.

Connect with a Motivo supervisor

Use an intro call when the supervisee and supervisor need to evaluate fit before starting supervision.

1. Find the supervisor in Directory and schedule an intro call.
2. Complete the call and record your decision under Intro calls.
3. Wait for the supervisor's response when separate confirmation is required.
4. Check Supervisees for the updated relationship message.

If the supervisor is already connected to your organization, some supervisee rows offer Match supervisor. This is an exact portal label for creating a supervision relationship. Select the supervisor and submit the request. A Motivo supervisor may need to approve before the relationship becomes active.

Connect with an in-house supervisor

Organizations that use in-house supervision can select Supervisors, then Add in-house supervisor. Enter the supervisor's account and credential information, and assign a supervisee when the form offers that step.

The supervisor receives an invitation to create their Motivo account. In-house supervisors must complete the required degree and license information during setup. When the relationship is created through the in-house flow, it does not require the same supervisor approval step as a Motivo supervisor.

If the relationship stays pending

Open Supervisees and review the row message. Pending on [supervisor] means the supervisor has not accepted yet.

Rematch a declined supervisee

Declined by [supervisor] is not a dead end, and it does not require anything to be undone first. A decline usually means the supervisor has run out of capacity or judged the fit wrong, not that there is a problem with your supervisee.

1. Open Supervisees and confirm the row shows the decline.
2. Return to Directory and find another supervisor. Filter on the state and license type your supervisee needs.
3. Schedule an intro call, or use Match supervisor if the new supervisor is already connected to your organization.
4. Watch the supervisee row for the updated status.

A supervisee can be put forward to as many supervisors as it takes. If several decline in a row, that usually points at a supply problem in that state or license type, so raise it with your Employer Care Manager rather than working through the directory alphabetically.

Account setup and supervisor approval are separate. A supervisee or in-house supervisor who has not finished account setup may also need to use their invitation email before they can use Motivo.