Supervision Settings

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Titanium contains features that allow teaching or training clinics to create appointments, records and files for their interns.  These features allow information about interns to be kept separate from information about clients.  Most of the functions related to supervision are similar to those available for use with clients, and are set up in the same way.  It is recommended that you set up the appointments, notes and clients prior to working on supervision settings.

 

To use the supervision features in Titanium:

 

1.From the calendar screen, click Settings > System Settings.
2.Click Users and Schedules tab > Supervision Settings button.
3.Click in the box to activate supervision features.
4.To use a term other than "intern," type the term in the text box.
5.Check the next box to restrict supervisors to only viewing the files of interns assigned to them.  (Note:  This will also restrict supervisors from viewing the task lists and my clients lists of interns who are not assigned to them.)
6.If you want to use data forms for intern supervision notes, click the Data Forms button and create data forms as  you normally would.  (Note:  If your center has existing intern data forms mixed in with client data forms, it is recommended that you make a copy of the data form by exporting the data form from the client list, and importing it into the interns list.  Then deactivate the data form in the client list.)
7.If you want to use note templates for intern supervision notes, click the Note Templates button and create note templates as you normally would.
8.Click the Note Types List button, and create note types to be used for supervision as you normally would.
9.Click the Appointment Codes button.
10.Create individual and group appointment codes to be used for supervision as you normally would.  (Note:  Individual codes will be used when supervisors have one-on-one appointments with interns.  Group codes will be used for appointments with groups of interns for things like case presentations.)
11.If you want to use flags for intern files, click the Flag Type button and create flags as you normally would.
12.  If you want to use data form shortcuts for intern supervision notes, set upthe shortcuts button as you normally would.
13. Uncheck any fields that you don't want to display on the intern record.  Change the labels by typing in the desired text.
14.  Click Close.
15.  Click Apply.
16. Add interns, as desired.

 

 

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.