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States
For Supervisors
For Practices
Guides
Docs
Security

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Getting Started

Getting started as a supervisor
Getting started as a supervisee
Getting started as an HR admin
Getting started as an executive
Understanding roles and permissions

Sessions & Signing

How to log and sign a supervision session
Scheduling supervision sessions
AI-assisted session notes
Supervision types and the clinical form
Group and triadic sessions

Logging practice hours
Approving and rejecting practice hours

State Rules & Compliance

How state rules work
Understanding your compliance dashboard
Compliance gaps and how to clear them
Assigning and attesting rules
Org rule overrides
Creating custom rules
Rule versions and drift
State coverage

Evidence Packages

Understanding evidence packages
Verifying an evidence package
The RI Clinical Supervision Form

Managing your roster
Inviting your team
Reassigning supervisees
Leave status (on leave and PRN)
Bulk CSV import

Calendar & Integrations

Connecting your calendar
Using the calendar
Connecting Paycor

Billing & Plans

Plans and pricing
Managing your subscription
Enterprise plans

Account & Security

Securing your account with two-factor authentication
Managing your password and email
Your profile and credentials
Notification preferences
Closing your account

Reading the audit log
Exporting and retaining the audit log

Docs
Audit Log

Audit Log

Reading, exporting, and retaining the organization audit log.

Reading the audit log

Exporting and retaining the audit log

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