How to Set-Up Supervisor Widgets

Standard CalMHSA Roles with Supervisor Widgets: 

  • Billing Supervisor
  • Clinician Supervisor
  • Medical Supervisor
To enable a user for supervisor widgets, you must first establish supervisory relationships between the supervisor and the staff. 
  1. Click the Search icon
  2. Type Staff/User in search field. 
  3. Click to select Staff/Users Administration
  1. Select the hyperlinked name of the individual you want to designate as a supervisor. The Staff Details screen for that user opens.
  1. Click the Proc/Prog/Loc/Proxy/Supervisor tab.
  2. In the Supervisors box, click the Add Staff button to open a pop-up list of available staff members.
  3. Select the supervisee(s) you want for this user. Use the Ctrl key to select multiple individuals at a time.
  4. Click the OK button on the pop-up window.
  5. Click Save.