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Hi Rasmus | Lumary: How to add supervision activity to a completed direct session in Hi Rasmus

Learn how to add a supervision activity to a completed direct treatment session after the direct treatment session has already been completed.

📹 Watch: How to add Supervision to a Direct Treatment Session that has Already been Completed

📝Guide: How to add Supervision to a Direct Treatment Session that has Already been Completed

  1. Select the [client] from the drop down list where you need to add a supervision note
  2. Select [History] > [ACTIVITIES] and search for the past day/time you provided supervision where the supervision note is needed
  3. Select that user's name to open up the direct service session note. (If this note has already been sent to Lumary, that is okay. You can still add your supervision note!) 
  4. Select the very top [3 grey dots] in the upper right hand corner and choose [Add activity]
  5. Change the activity type to [supervision], make sure the user is set as your name or the appropriate supervisor, and that the session start/end time is correct. (You may not be able to change the session time due to permissions)
  6. Before writing your note, link your session to your Lumary appointment by selecting the [3 grey dots] to the right of your name and select [Link to appointment]
  7. Choose the correct appointment and press [save].
  8. Select [COMPLETE SUPERVISION NOTES] and type out your supervision notes.
  9. Once you've finished your notes and gathered all required signatures, press [send now] to complete your appointment in Lumary

    -Updated November 2025