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Clinical supervision tracking for therapy practices. Track supervision hours, countersignatures, and license/certification expirations. Student, fieldwork, and CFY supervision workflows. Teams Subscriptions only.
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Supervision is a clinical and compliance requirement, not a spreadsheet problem. MyTherapyWizard tracks supervisor assignments, co-sign rules per therapist × insurance × CPT, and supervision records as part of the same data model that drives the clinical and billing workflows.
Each therapist profile carries a supervisor reference. Insurance Rules in Flow Settings let admin define per-therapist × per-insurance × per-CPT co-sign requirements. When a rule requires co-sign on a session, the supervising therapist sees the note on their worklist; the co-signed badge appears on the note after supervisor signature. If the rule instead says 'Payer excluded' for that therapist × insurance, patient assignment to that therapist is blocked for patients on that payer.
Rule evaluation happens at patient assignment time and again at session-sign time, so supervision is enforced by the software, not remembered by a biller. More specific rules take priority: therapist + insurance + CPT beats therapist + insurance beats therapist-only.
Product screens, workflow diagrams, and example outputs. Replace each slot with a real screenshot or illustration.
The technical architecture, API integration points, and data model that make this feature work the way it does.
Rule type: Co-sign required | Payer excluded. Payer-excluded rules block patient assignment to that therapist for that payer. Rule evaluation at assignment time and at session-sign time, enforced by the system, not the biller.
Order: (therapist + insurance + CPT) → (therapist + insurance) → (therapist only). The most specific applicable rule wins. Conflicts resolved by specificity, not by admin guess.
Note rows carry status badges, Signed, Finalized, Unsigned, No code, Co-signed, CPT code. Co-signed appears after supervisor signature. Full row is clickable to open the note.
Therapist profile: credentials, license number, NPI, taxonomy, Medicaid number, discipline, supervisor. Same record drives claim rendering-provider, supervision, and payroll.
Per-therapist, per-insurance, per-CPT rules fire at the session-sign step. The supervisor sees the note in their worklist, no separate email, no manual routing.
If a therapist isn't credentialed with a payer, assignment blocks at the point of caseload assignment, not at the point of denied claim.
Therapist + insurance + CPT > therapist + insurance > therapist-only. The most specific applicable rule wins. No conflicting-rule confusion.
Book a 30-minute walkthrough with our clinical team. We will show the exact workflow for your discipline and caseload.