Supervision notes

Supervision notes, written on each meeting.

Structured notes on every supervision meeting, signed by the supervisor, the supervisee, both or neither as you choose, and kept with the supervisee's record.

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  • Always free for supervisees
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A supervision note in Guidara on a completed meeting: the write-up, clinical focus and supervision focus fields, the goal addressed, and the two signature boxes

What a note can record

  • Clinical topics
  • Clinical skills
  • Modalities reviewed
  • Tools discussed
  • Supervision focus
  • Goals addressed
  • Signatures

From a meeting to a signed record

Each note is written on its meeting, and a new supervisor in your practice sees every earlier note.

01 Write

Write the note on the meeting.

Open the meeting and add the note. Pick the clinical topics, skills, modalities and tools from Guidara's lists or type your own, record the supervision modalities and tools you used, then write it up. Link the goals you discussed, and each goal lists the meetings where it came up.
  • Structured fields plus a free-text write-up
  • Goals discussed are linked to the note
  • Your own prep notes stay private to you
The note editor in Guidara: Clinical Focus fields for topics, skills, modalities and tools discussed, and Supervision Focus fields for modalities and tools used

02 Sign

Signed by whoever the note requires, then locked.

For each note, choose whether it needs the supervisor's signature, the supervisee's, both or none. Once every required signature is in, the note is locked and marked verified, and it exports as a PDF that carries a verification certificate anyone can check.
  • Supervisor, supervisee, both or neither, note by note
  • Signed notes are locked, with who signed and when
  • Export a fully signed note as a PDF with its verification certificate
A fully signed supervision meeting note in Guidara: supervisor, supervisee and date recorded, the write-up, and the clinical and supervision focus

03 Record

All of a supervisee's notes, in their record.

Open a supervisee and every note from every meeting is there, with its tags and its signature status. If the supervisee moves to a new supervisor in your practice, the new supervisor sees every earlier note with its signatures.
  • Every meeting's note, filterable by date
  • Signature status at a glance
  • Each note opens the meeting it came from
  • A new supervisor in the practice sees every earlier note
The Notes tab of a supervisee's record in Guidara, listing each meeting's note with its clinical focus tags, goals addressed and signature status

Write supervision notes with structure.

Use the same fields on every note, collect signatures, and keep each note on its meeting.

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A closer look at supervision notes

Prep notes, past notes, goals and signatures.

Private prep

Plan the meeting where only you can see it.

Every meeting you run has a private Supervisor Prep note. It is never billable, so you can be candid about what to raise. Supervisees never see it.

The Supervisor Prep note opened on a meeting in Guidara, marked Private and Not Billable, with an agenda and what to raise written in its editor

Past notes

Your last three notes, beside the one you are writing.

While you write, the notes from the last three meetings with this supervisee are open in a side panel. They are read-only.

The Past Meeting Notes panel in Guidara, showing the most recent note for a supervisee with its goals addressed and clinical focus

Goals

Attach the goals you discussed.

Search the supervisee's goals and attach the ones you discussed, or create a new one on the spot. Each goal then lists every meeting it came up in.

The Goals Addressed field in Guidara's note editor, with a goal attached and a Create New Goal link, above the note content editor

Verified

Signed notes can be verified and exported.

A signed note shows each signature with its date and a verified mark. Export it and the PDF carries a verification certificate.

The Signatures section of a signed note in Guidara, marked Verified, with the supervisor's and supervisee's signatures and dates, and an Export Signed Document button

Supervision notes for supervisees and supervisors

Read and sign your supervision notes.

Every meeting you attend carries its note. Read it, sign it when it needs your signature, and find it again by opening the meeting in My Meetings. Your supervisor's prep notes are never shown to you.

  • Notes on every meeting you attended
  • Sign from the meeting itself
A signed supervision note in Guidara as the supervisee sees it: the write-up, clinical and supervision focus, and both signatures, marked Fully Signed and Verified

How supervision notes are stored and protected

How Guidara protects your records
Signed notes
A signed note carries each signature and its date, and is locked from then on.
Verifiable exports
Exported notes carry a verification certificate that can be checked on Guidara's site.
No client health information
Supervision notes are about the supervisee's work. 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 supervision notes

Signed notes you can export and verify.

Write your next one in Guidara. It stays on the supervisee's record from then on.

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30-day free trial. Always free for supervisees.