Assigning a Supervising Provider

Assigning a supervising provider to a rendering provider allows encounters and/or purchases to be listed under the supervisor's name. This means the rendering provider can have schedule availability, while the supervisor retains the authority to sign notes and/or bill under their own name.

This is especially useful for clinics who have interns whose notes are signed by a supervising provider and who bill under a supervising provider. 


Here's how to assign a Supervising Provider: 

1) Navigate to the profile icon in the top right corner and select Clinic settings.
 

 

2) Navigate to the Users tab. 

3) Locate the rendering provider to whom you’d like to assign a supervising provider and click Billing within that provider's row. 

 

4) Select the supervising provider you’d like to assign to the chosen rendering provider. Indicate whether you are assigning billing supervision, encounter supervision, or both. 

  • Billing Supervision:  When a Billing Supervising Provider is assigned, all billing is processed under their name, ensuring they appear as the provider on related purchases, invoices, superbills, and claims.
  • Encounter Supervision: When an Encounter Supervising provider is assigned, the Supervising Provider is listed as the provider on any encounters that require supervision for the rendering provider. The Supervising provider will have the ability to sign SOAP notes. 

 

5) Remember to hit Save! 

 

💡Pro tips: 

  • The rendering provider (intern) will still have schedule availability. The associated encounter and purchase will be under the supervising provider's name. 
  • Compensation for purchases are tracked under the supervising provider, if there is one set. 
  • Appointment reporting will remain under the rendering provider (intern). 
  • If you have an intern who will have schedule availability, but you will be signing notes and billing from your name, you should assign yourself as the intern's supervising provider and indicate that you will supervise encounters and billing. 
 

 

 

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