👥 Co-Signatures for Supervised Notes
We're adding co-signatures on notes so supervisors in group practices can review and sign off on a supervisee's documentation directly in Upheal. Any clinician in your practice will be able to add a second signature to a note written by another clinician, with a clear record of who signed and when.
If your practice employs pre-licensed clinicians, you know the current workaround: tracking pending reviews in spreadsheets and chasing sign-offs over email. This brings that workflow into the note itself, so supervisory billing requirements and compliance stop living outside your EHR.
We're starting with the core co-signature, and building toward requesting a co-signature from a specific supervisor and a view of all notes waiting on your review.
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Comments4
Upheal Moderator
Aug 20
PinnedCo-signatures are here
Co-signatures for supervised notes are now available in Upheal. Supervisors and co-treating providers can add a second signature to an already signed progress note, with both signatures displayed in the note and its exported.
Sessions with a co-signed note are marked with a Co-signed badge in both the session list and the admin Sessions overview, making supervision activity easier to spot.
A few details to note:
Only signed notes can be co-signed.
Unlocking a note removes its co-signature, with a confirmation warning.
Clinicians cannot co-sign their own notes, but other providers with session access can.
Patricia Moura
Sep 24
•Merged request
•1 vote
Supervisor Role
Please add a supervisor role in order to cosign notes and submit to insurance
Shirla de Magalhaes
Jul 22
•Merged request
•1 vote
Superbill in LMFT's name not AMFT - Full access for LMFT on Associates profile clients
I was trying to send a client a superbill, however my associate saw the client, so her name and license is listed on the superbill but it has to go with my name and license as the licensed marriage and family therapist. Need a drop down or ability to change rendering provider for sending out superbill and invoices.
The LMFT supervisor needs full access to edit anything on an AMFT’s profile, clients, notes, billing, etc… as we are responsible for their entire caseload.
Shirla de Magalhaes
Jul 22
•Merged request
•3 votes
Supervisee Notes - track completion of progress notes.
I supervise two associates and as their supervisor I must review and sign their notes. It would be helpful if once the supervisee completes and reviews their notes, that there is a check box or something they can click so I know on my end (maybe it changes color for me or I get an email) that the note is ready for my review and my signature as currently I have to go into the calendar and keep checking each note and I am left unsure if they have reviewed/edited them yet or not.