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:

1. From the main menu, select Supervision and click Clients.
2. In the Clients page, select the trainee’s name from the right-hand dropdown.
3. The trainee’s clients and associated entries are then displayed. 
4. Click any client code dropdown to see all of the activity log entries.

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:

1. From your Dashboard click the Clients tab.
2. In the Clients tab, click the Enable Uploads button to allow uploads.
3. Click Yes, Continue to confirm.