Reviewing Session Notes.

Owned by Brittney Kalicki
Last updated: Dec 09, 2024

This article describes ways in which supervisors can use Rethink to internally audit or review session notes that other staff create. 

StepVisual SupportHelpful Information
  1. Ensure that supervisors have the correct permissions to see other staff's appointments:
    1. 'All staff in all locations' is the only current option to allow this.

  • You may want to also allow the supervisor to 'edit appointments' and 'edit verified appointments' if they will need to apply their signature to a note or possibly edit any appointment details.  
2. For a supervisor to receive a notification when their staff submit a session note, you can assign the supervisor to the staff profile>General Info

  • Currently, there is no way to assign multiple supervisors to staff or to assign the supervisor by client.  
  • Once assigned, supervisors will receive the notifications in the "Notifications" section of Rethink BH via a web browser.  

3. To add a supervisor signature on the session note, please ensure that your Billable Session Note Templates have a field added for the Supervisor signature.  

  • Please note that we do NOT recommend marking the Supervisor signature as a required field on the session note template, as this would prevent the end user from submitting the session note until completed by the Supervisor.

Please review this resource for more information on building Session Note Templates: Billable and Non-Billable Session Note Templates.


4. Navigate to the appointment list view in the scheduler. This view provides a list of appointments that can be filtered.  

Suggested filters:

  • Choose Date Range
  • Appointment Type: Billable
  • Session Note Status: Yes and Reviewed (if you want to see already reviewed session notes/see the update as you review in real time)
  • *Can search by a specific staff member as well

  • Set filters on the Appointment List based on your desired settings.  Review this tutorial for more information on the Appointment List: Appointment List Tutorial..


5. Click 'edit' on the desired appointment to open>then click on the Session Note tab




6.  Select 'Edit" (in order to make changes or apply a supervisor signature) and/or click "Mark as Reviewed"

  • Marking a note a reviewed will update to 'reviewed' on the Appointment List and will be visible in the Billing Export but will NOT be noted as reviewed on the PDF of the session note in the client's file cabinet
  • Applying a supervisor signature will display on the PDF of the note but will not be noted as 'reviewed' unless 'Mark as reviewed' is also checked.

7. A comment can also be added to the bottom of a session note.

Users will receive a notification in their Notifications section of Rethink to alert them of the new comment on their Session Note.  

  • Comments will NOT save to the finished PDF of the Session Note that saves in the Client's file cabinet, but will be visible via the scheduler if logged into a web browser.
8. On the Billing Export and Appointment List, you will be able to see which Session Notes have been marked as 'reviewed'




Need Help? Contact us Support@rethinkbh.comÂ