How To: Supervise a Client and Staff Simultaneously

Learn how to supervise a client and take data on a staff member at the same time! No separate tab required!

✨ This is a NEW feature as of September 2024 ✨

NOTE: Supervise Mode requires Premium or Enterprise client licenses. It also requires the user to have a staff profile set up.

To learn more about Staff Profiles click HERE

To learn more about Premium license offerings click HERE

Supervising a Client and Staff member simultaneously

In order to utilize this feature first ensure the following: 

  • The user you want to take staff data on has a staff profile set up. 
  • The user's staff profile has a session set up 
  • You have access to the user's staff profile
  • You are supervising the client using Supervise Mode 

1. When you are in your supervision session with the client and user, using supervise mode, you will see a new icon that will allow you to add the staff session to the supervision so you can toggle between the two in one tab: 

 

2. Select the staff's session you want to add

Screenshot 2024-09-16 at 2

 

3. You'll now be able to toggle between your client and staff:

Screenshot 2024-09-16 at 2

Check out the video below to see this in action: