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.
- Click the Search icon.
- Type Staff/User in search field.
- Click to select Staff/Users Administration.
- Select the hyperlinked name of the individual you want to designate as a supervisor. The Staff Details screen for that user opens.
- Click the Proc/Prog/Loc/Proxy/Supervisor tab.
- In the Supervisors box, click the Add Staff button to open a pop-up list of available staff members.
- Select the supervisee(s) you want for this user. Use the Ctrl key to select multiple individuals at a time.
- Click the OK button on the pop-up window.
- Click Save.
