As per legal requirements and to avoid the potential of insurance fraud, any time a client requires a supervisor’s details or information to be added to receipts, it must be done only on a case-by-case basis, and must be made clear which clinician is providing the service.

As such, clinicians can not have supervisor information added to every receipt automatically.

For any clients that require your supervisors insurance information, you can follow the following steps:

• Arrive the clients’ session that has been completed

• Do not pay the clients’ session.

• Search the client, go to their profile, then go to the billing tab.

• Click the most recent invoice (blue font)

• In the “details” box, insert the following blurb, edited to suit your supervisors’ information:

    Supervisor: 

(Insert Supervisor Name)
(Insert Qualification, I.e Registered Psychotherapist)
CRPO License #(Insert license #)

(supervisor name)’s supervision is on a consultation basis only. (supervisor name) is not aware of any identifying client information, nor does she accept professional liability for this client. If the insurance company is wanting to verify appointments, they shall contact the treating clinician, (Insert your name)  as (supervisor name) does not have any information about this client and is as such unable to confirm appointment dates/details”

• Click Save

• Return to your schedule, and pay the clients’ session as usual. This will ensure that the receipt the client is sent when you click “pay” will include the supervisors’ information. 

• Steps will need to be repeated for each session the client has. We recommend adding a note to the clients profile that reminds you to add supervision information to their receipts.