Assigning a Supervisor

Assigning a Supervisor

To assign a supervisor for a clinician in ICANotes:

1. Go to the ICANotes Chart Room and open the Settings button


 


2. From the list on the left, select the name of the clinician for whom you want to assign a supervisor. On the right, select the supervisor's name from the "<Select a Clinician>" button.


 

 
3. A popup window shows up to select a the name of the person that will be set as "Supervisor" and then click on "Assign Supervisor"





4. The user will now show under the Supervisor(s) field.





If you need to set this clinician to have their billing sent using their supervisor's NPI number:

1. Go to Settings 

2. In Settings & Directories, follow these steps:
  1. If you are a Group Administrator select the user. 
  2. Select the Specific to Individual tab.
  3. Select the Billing Rates & Payer Rules tab.
  4. Select the Provider Payer Rules tab.
 


3. Select the appropriate Supervisor from the "Bill Under Supervisor" field and assign that clinician.  Leave the other fields blank to set the default rule.  If necessary, you can select an insurance payer if only certain insurance payers require a supervisor for the clinician in question.


 


4. After completing these steps, all billing for this supervised clinician will show the supervisor's NPI number, unless otherwise specified per a specific insurance (example below):





If you want a line on the signature showing that this clinician is being supervised by another clinician:

1. Go to Settings.

2. When you are in Settings & Directories, follow these instructions.
  1. Click on the Specific to Individual tab and select the supervised clinician's name.
  2. Click on Personal Info tab.
  3. Click on Options tab. 
 

 
3. In the Signature at End of Note area, you can type anything you want to appear with the signature at the end of a compiled note.

 

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Example: