---
title: Clinical Supervisor
slug: portal-sub/clinical-supervisor
docTags: 
createdAt: 2026-03-04T12:03:22.977Z
---

# Clinical Supervisor

Some providers, usually residents, require their encounters to be reviewed by a supervisor.  In Profile 8.5.30, we have added new functionality to make this more configurable and controllable.

## Role Configuration

1. Go to **Organization/Roles** from the main menu.
2. If one doesn’t already exist, click  

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/Sx64CRitTyHKZfkLJ8han_wjlz-9culhlueikczmi-4be3y6cd1ppraa.png" size="10" isUploading="false" initialPath="assets/wJLz-9culhLUeiKcZmI-4Be3y6CD1pPrAA.png" githubPath="en/User Management and Settings/User Settings/assets/wJLz-9culhLUeiKcZmI-4Be3y6CD1pPrAA.png" position="flex-start" showCaption="false" indent="2"}

:::Paragraph{indent="1"}
 on the toolbar to create a new role named Resident, or a suitable name for the types of providers who will require clinical supervision.
:::

3. This role should have the following role actions revoked:**Can Prescribe Can Prescribe Ad HocSign Clinical TransactionsSign Encounters Automatically**
4. This role should have the role action **Can Prescribe with Supervisor** granted.

## Resident Configuration

1. Go to **Organization/People & Places **from the main menu.
2. Open the resident provider profile and select the **Grants** view.
3. Check the **Clinical Supervision Required** checkbox and select whether they will be supervised by an individual **Provider**, providers with a specified **Role**, or providers in a specified **Group**.
4. In the **Roles** view, ensure they have the Resident role, or the role you’ve configured previously.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/iQytZtTmV5jrhnjT-o1yp_1y-fbdsw63hmtbntqk4l-absbtmlmdzvbg.png)

## Supervisor Configuration

The following configuration should be done by each Supervisor, with the exception of organizations who use role-based preferences, where the configuration can be done once for applicable roles.

1. Each supervisor should ensure that their default filter in **Work Centre/Unsigned Transactions** has the **Encounters** checkbox checked in the **Categories** panel of the **General** tab, so they are able to see encounters which are assigned to them for review.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/UGPwVMFNi_-lB1jBo7054_wl9i6uc6b2p0mou49bia94xdmtv90ldkua.png" size="91" isUploading="false" initialPath="assets/wl9i6uc6b2p0moU49bIa94xDmtV90ldkuA.png" githubPath="en/User Management and Settings/User Settings/assets/wl9i6uc6b2p0moU49bIa94xDmtV90ldkuA.png" position="flex-start" showCaption="false" indent="2"}

2. Go to **Organization/Preferences/Work Notification**, double click the **Unsigned Transactions** item to access its Transactions List Filters window and check the **Encounters** checkbox there, as well.

## Encounter Review and Signing

With the above configuration, encounters created by the resident will be recorded as being supervised by their supervisor and assigned to their supervisor for signing. These encounters will appear as Contacts in **Work Centre/Unsigned Transactions**, to be signed.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/LxFat0bhNCRoQIXKDIXpK_trsannqlsf6hmi9kamt4mvjihmsbxeyga.png)

The **Review Encounters** tab can be used for a more familiar view of the encounter. Here, we can also see that the supervisor’s name is visible, as with the **Medical Record/Encounters** view.![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/8DZ_fldf1_25U9Bg6AiPo_89zqzplhkszysh9mw7ydvjwdphuvpciqpg.png)

If necessary, the signing provider and date and time of the signature can be seen by opening the encounter in the patient’s **Medical Record/Results** view and selecting the **Information** tab.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/i3opti8ezsuehe--l66qN_nbxcc5bq-z9gio5ctmzpwz6a85gfezlyjg.png)

## Prescriptions with Clinical Supervisor

With the above configuration, prescriptions created by the resident will be recorded as being supervised by their supervisor. This can be seen in the **Prior Scripts** tab in the **Medical Record/Prescriptions** view by making the new **Prescriber** column visible in the filter.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/PdwT3npkELp1Yhi8woRGg_1yfxn3mw6wtcyxs94vc-kpcxxis9b8hw.png)

Additionally, in New Brunswick, the standard Prescription form will include the supervisor’s name and College of Physicians and Surgeons of New Brunswick (CPSNB) number.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/DY-HnP7hCZxPVJfmD2Z9j_jxvownbbxpfpujgfdnbmtftyr4vdbgmnw.png" size="93" isUploading="false" initialPath="assets/Jxvownb_bXPFpUjGFdNbmtFtyR4vdbGMnw.png" githubPath="en/User Management and Settings/User Settings/assets/Jxvownb_bXPFpUjGFdNbmtFtyR4vdbGMnw.png" position="flex-start" showCaption="false"}

## Supervisor Selection

Providers who require clinical supervision and have a **Role** or **Group** selected with multiple available supervisors must select an appropriate supervisor themselves.

When they log in, a Select Clinical Supervisor dialog box will appear with the list of providers in the **Role** or **Group** from which to select.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ozxRm-GXBqqA8eOp5sghy_hwi3jb6-uvnr5e13mgoannfmwymqdnva.png" size="39" isUploading="false" initialPath="assets/HwI3Jb6-uVNR5E13mgOanN_FMWYMQd_NVA.png" githubPath="en/User Management and Settings/User Settings/assets/HwI3Jb6-uVNR5E13mgOanN_FMWYMQd_NVA.png" position="flex-start" showCaption="false"}

At any time, they can see their current supervisor, displayed in bold font, in the status bar at the bottom of the Profile window.  Right-click the item to change the supervisor from the right-click menu.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ESbaYqCqKbWgzgTXEkw0X_lm2c967j2mdh3hp99wuifwasgicnxkxiq.png)

This can also be done from the main menu under **File/Clinical Supervisor**.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/W28yAr1o0oX1F-xCkTdCA_tll2m3sxptegiynotlstdrvkshhgaevhqa.png)