Onboarding

Set up a new supervisee before the first meeting.

Invite a supervisee by email. They create their own free account, and their dashboard shows the agreement and plan you assign them to sign, the documents you request, and their first timesheet.

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  • 30-day free trial
  • Always free for supervisees
app.guidara.io/dashboard
A new supervisee's dashboard in Guidara: a pending document request, the supervision plan with hours progress, and this month's hours, attendance and forms

What a new supervisee finds waiting

  • The agreement
  • The supervision plan
  • Document requests
  • Assigned forms
  • The first timesheet

Setting up a new supervisee

Send the invitation and have the agreement and plan signed before the first supervision meeting.

01 Invite

Send the invitation from your supervisees list.

Add a supervisee and Guidara emails the invitation. They create their own account, free, and appear in your list, showing the state and license type they are working toward once they add them to their profile. Until they accept, they are listed under Invites Pending.
  • An email invitation; the supervisee creates their own account
  • Pending invitations listed until they accept
  • Supervisee accounts are always free
The Supervisees list in Guidara: three supervisees with their licensure state and license type, an Invites Pending tab, and an Add Supervisee button

02 Sign

Assign the agreement and the plan for signing.

Assign the agreement and build the plan before the first meeting. The supervisee's documents page lists what needs their signature, and their dashboard shows anything pending, including documents you have asked them to upload.
  • The supervision agreement, waiting under Agreements
  • The supervision plan, with Review and sign
  • Document requests, such as a liability certificate
My Supervision Plan in Guidara from the supervisee's side, headed Review and sign your supervision plan to begin

03 Start

Log hours from the first week.

With the plan signed, the hours target is set and the supervisee logs their first week. Hours tracked before Guidara go in as transferred hours. Their dashboard shows progress against the plan from the first approved timesheet.
  • The plan sets the hours required
  • Timesheets open from the first week
  • Earlier hours entered as transferred hours
A supervisee's current week in Guidara: daily hours entered against direct, indirect and supervision, with the week's totals

Do the setup before the first meeting.

Invite them this week, assign the agreement and build the plan, and they can sign both before you meet.

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30-day free trial. Always free for supervisees.

A closer look at onboarding

Pending items, document requests and team roles.

Pending

What is pending, at the top of the dashboard.

Forms, agreements and documents waiting on the supervisee sit at the top of their dashboard with a count. It stays there until each one is done.

Pending Forms, Agreements and Documents on a supervisee's dashboard in Guidara, with one pending document request

Document requests

Ask for the paperwork once.

Request a document, with instructions, and it appears on the supervisee's documents page with an Upload button and who asked for it.

A document request in Guidara: Professional Liability Certificate, pending upload, with instructions and an Upload button

Your team

Supervisors and admins are team members.

Supervisees are invited from the supervisees list and are free. Supervisors and admins are invited from Team Members by an owner or admin, and each takes a seat.

Team Members in Guidara: the seats notice, an Invite Member button, and the practice owner with the rest of the team and their roles

What supervisees and supervisors see

You create your own account when you accept.

Accept the invitation and create your account. Your dashboard lists the agreements, forms and documents waiting for you, then your supervision plan, marked if it needs your signature, and your hours.

  • Always free
  • Pending items listed on your dashboard
  • Your account stays yours after supervision ends
A new supervisee's dashboard in Guidara with pending documents, the supervision plan and this month's figures

How onboarding records are stored and protected

How Guidara protects your records
The supervisee's own account
A supervisee's account belongs to them and stays open when supervision ends.
Signed in Guidara
The agreement and the plan are signed in Guidara, and every signature is recorded with its date.
No client health information
Guidara never stores your clients' records.
Secure by default
Encrypted in transit and at rest, on SOC 2 certified infrastructure.

Works with the rest of Guidara

All features

Questions about onboarding

Set up your next supervisee before you meet.

Send the first invitation today. Always free for supervisees.

Start free trial Request a demo

30-day free trial. Always free for supervisees.