Documentation and notes
Supervisor co-sign
Set up supervision for SLPA, COTA, PTA, and RBT team members, review the pending-notes queue, and co-sign so assistant-delivered visits are billable.
Setting up supervision
On the assistant’s profile (Users > the provider), set Supervising provider. From then on their signed notes are routed to that supervisor.
The pending-notes queue
The Supervisor dashboard lists notes awaiting co-sign with the patient, assistant, date, and time since signature, plus statistics for the period. Open a note, review, and Co-sign. You can send it back with a comment instead.
Modifiers
When an assistant delivered the visit, Quick Dictate suggests the assistant modifier your payer expects (CQ for PTA, CO for COTA) on the timed codes. Confirm it during code review.
Where to see it
The Billing workspace links to the Co-sign queue, and the Sessions action queue counts notes waiting for you.
Frequently asked questions
Can an assistant's visit be billed before co-sign?
No. Sefton holds the claim until the supervising provider co-signs, which is what most payers require.