This guide will show the user how to use the RBT Supervision feature within the staff appointment in NPAWorks. Please note, there is a nominal fee for usage of this optional feature. If you would like to use this feature, please contact your Support Account Manager to complete the contract.
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- Please keep the following in mind when using the RBT Supervision feature.
- The RBT Supervision tab will only be displayed on staff member’s appointments that have been authorized to “provide” supervision from within their staff records.
- These authorized staff members will be able to view service appointments for staff who “require” supervision and have mutual clients on their caseloads.
- The supervising staff will be able to view overlapping non-service payroll and non-service, no payroll appointments for staff who require supervision.li>
- Now let’s move onto using the feature. Beginning on the main screen of your NPAWorks database
- Click on “Staff” located on the left hand side of the window.
- Select the name of the staff’s calendar you wish to edit.
- To open the selected staff’s calendar, click the calendar with the red pin located on the top toolbar.
- Please keep the following in mind when using the RBT Supervision feature.
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- With the staff’s calendar window open
- Select the date of the appointment from the mini calendar on the right side of the window.
- Double click on the appointment you wish to view or modify the RBT Supervision.
- With the staff’s calendar window open
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- The appointment will be displayed.
- At the top of the appointment, select the tab named “RBT Supervision”.
- The appointment will be displayed.
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- With the “RBT Supervision” tab displayed, you will see all overlapping appointments that fall under the RBT Supervision parameters listed above
- Note, the RBT appointments will be organized by Agency, with the Supervisor’s home agency appearing first. All other agencies will be listed after in alphabetical order.
- The Supervisor’s appointment information, including the date and time, will be displayed next to “My Appointment” at the top of the window.
- The user can view the overlapping appointments by
- Using the expand and collapse buttons next to each agency’s name.
- Or by using the down and up buttons to expand or collapse all agencies at one time. This is located on the upper right side.
- With the “RBT Supervision” tab displayed, you will see all overlapping appointments that fall under the RBT Supervision parameters listed above
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- With the overlapping appointments displayed, you will see the following selection options and information.
- Selection checkbox – Select an appointment to indicate if it has been supervised or not.
- Therapist – This column will display the therapist’s name.
- In this this field you will also see information about the appointment.
- If it’s an overlapping service appointment you will see the client’s name and service.
- If it’s an overlapping non-service appointment you will see the subject line from the therapist’s appointment.
- In this this field you will also see information about the appointment.
- Start time – This displays the start time of the therapist’s appointment.
- End time – This displays the end time of the therapist’s appointment.
- Supervised Min. – This shows the amount of supervision time completed. Please note, this field is editable since the supervision time may be shorter than the duration of the scheduled therapist appointment.
- With the overlapping appointments displayed, you will see the following selection options and information.
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- The following selections are mutually exclusive. For both sets of options, you can only choose one.
- Face to Face and Remote – The user can select one of these options to indicate if the supervision was completed by a face to face appointment or not.
- Individual and Group – The user can select one of these options to indicate if the supervision was done during an individual appointment or as a group setting.
- Click OK to set your selections.
- The following selections are mutually exclusive. For both sets of options, you can only choose one.
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- Click on the save button to save your work.
- Your RBT Supervision has been completed on the appointment.