How to set up clinical supervision

Invite supervisors and link them to operators to ensure clinical compliance and oversight for your practice.

Before you begin

Make sure:

• You have Admin or Manager access to edit staff settings.

• You have the contact details for your internal or external supervisors who provide prescriptions (e.g., Doctors or Nurse Practitioners).

Step 1 — Invite a clinical supervisor

• Navigate to My Team and click Invite +.

• Enter the supervisor's email and select Check Email.

• Enter the first name, last name, and phone number.

• Select Access Level as Practitioner.

• If external to the business (prescribing only, not seeing clients at a physical location), select External from the User Type and extra permissions will appear.

• Select Can Prescribe. Enter their prescriber number for prescriptions.

• Select Provide in Supervision options. (The Receive options is for when you wish to invite an external nurse who uses a supervisor from your business to receive prescriptions).

• Click Invite.

Step 2 — Link a supervisor to a consult

Once they accept the invitation and become Active, supervisors will be selectable by practitioners needing supervision for their consults.

• During consultation, practitioners can select the supervisor (prescriber) from the dropdown at the top right.

• The client’s Summary (including any Treatment Plan prepared by the nurse), Forms, Scripts, and any Supervisor Notes will be accessible from this pop-out.

• Coming soon: Video calls within the Cosmesoft platform!
  Currently, this Supervision Review is sent as a request and recorded in the activity log, but the call must still occur on a secure video platform like WhatsApp.

What to do next

• Learn how to perform a clinical consultation.

• Configure your Clinical Templates.

• Fix common consultation issues.