Step 6: Manage your Intern's Clients
View Entries by Client
To view all activity log entries a trainee has entered for a particular client:
- From the main menu, click Supervision then Clients.
- In the Clients page, select the trainee’s name from the right-hand drop down.
- The trainee’s clients and associated entries are then displayed.
Control Permissions for Students to Upload Client Related Information
Supervision Assist allows uploading client documents and videos to HIPAA-secure online storage. After a trainee completes the HIPAA Training Objective, they may ask permission to upload a client’s files online. The supervisor can enable or disable uploads for specific clients as follows:
- From the main menu, click Supervision Assist to go to your Dashboard, and click the Clients tab.
- In the Clients tab, click the trainee-client entry to enable uploads.
- Click Ok to confirm.