Reviewing Session Notes

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.  

• 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 Tasks/Notifications section of Rethink BH via a web browser.  

• 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:

 https://rethinkautism.atlassian.net/l/cp/XFSV39MV

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

https://rethinkautism.atlassian.net/l/cp/1mCKNT6c

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

Users will receive a Notification in their Tasks & 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.