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, click Supervision then Clients.
  2. In the Clients page, select the trainee’s name from the right-hand drop down.
  3. 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:

  1. From the main menu, click Supervision Assist to go to your Dashboard, and click the Clients tab.
  2. In the Clients tab, click the trainee-client entry to enable uploads.
  3. Click Ok to confirm. 
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