Write, sign, and share session records

Who can use this

You can add session notes and share documents when you are the supervisor in the supervision relationship.

Session notes belong to a specific meeting. The Documents tab holds files shared across the relationship, such as supervision logs, verification forms, contracts, and board forms.

Add or edit session notes

1. Open Sessions, select Completed, and open the session.
2. Select + Add notes when no notes exist, or use the edit control in the notes section.
3. Complete the note fields shown for that session.
4. Select Sign here and complete the electronic-signature step.
5. Select Save notes.

When you add notes while first recording attendance, the notes and signature are submitted together with Submit session. A supervisee can review the completed notes and add their own signature.

Share a relationship document

1. Open Supervisees and select the supervisee.
2. Select the Documents tab.
3. Select Upload a document, or Upload another document when files already exist.
4. Choose a PDF, JPEG, or PNG file no larger than 10 MB.
5. Review the selected file and select Upload.

Both you and the supervisee can open files under Your shared documents. You can use Rename or Delete only for a file you uploaded. Files added by the supervisee remain under their control.

The Documents tab is for board-required supervision documents only. Do not upload protected health information. If a supervision hours log or other form carries client initials or any other identifying detail, remove that detail before you upload the file.

Keeping documents usable

A few habits make the Documents tab worth having when a board actually asks:

• Agree at the start of the relationship which documents you need, in what format, and how often. Weekly logs at the end of each week and the supervision agreement at the outset is a common arrangement.
• Name files consistently, something like Weekly log - Supervisee name - Date, so a year of them is still readable.
• Download your own copy of anything important shortly after it is uploaded. Whoever uploaded a file can delete it, so a file you did not upload is not yours to rely on.
• Review the documents during supervision rather than only at renewal. It doubles as a teaching opportunity and it catches gaps while they are still fixable.
• Check the documents against your board's specific requirements. Some boards want logs signed, or want a particular evaluation format.
• Look over the whole set every quarter, together, so nothing is discovered missing during an audit.

Visibility and corrections

Employer admins may be able to view session notes when their role and program settings allow it. Files on the relationship Documents tab are not an employer document center and do not appear there automatically.

Session notes are editable only while the session correction window is open. Shared documents can be renamed or deleted later as long as you are the person who uploaded them.