---
title: "How to set up clinical supervision"
url: "https://support.cosmesoft.app/en/article/how-to-set-up-clinical-supervision"
language: "en"
last_updated: "2026-09-24T07:57:24.919Z"
---

# How to set up clinical supervision

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

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## 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).

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## 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**.

![ea62aae5-2b89-4f1b-b62a-573bab05c72d.png](https://cdn-assets.productfruits.com/832067a5-680e-49ab-a7ce-0170c13898e6)

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## 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.

![1664a9d9-26af-45f0-96ac-656aaa363470.png](https://cdn-assets.productfruits.com/4dc290f5-a15d-4a5b-bfb3-745e06f3be66)

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## What to do next

-   Learn [how to perform a clinical consultation](https://support.cosmesoft.app/en/article/how-to-perform-a-clinical-consultation).

-   Configure your [Clinical Templates](https://support.cosmesoft.app/en/article/how-to-review-an-updated-form-or-treatment-profile-template).

-   [Fix common consultation issues](https://support.cosmesoft.app/en/article/fix-common-consultation-issues).

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##