Mobile Notes - Add Supervisor

When a supervisor needs to be added to a Mobile Note, please follow these steps:

  1. Start a new Mobile Note
  2. Click on Select for the specific note required (Recommended)

  1. Click on Select Supervisor under 'Participants'

  1. Click on radio button to choose the supervisor required
  2. Click on Select Supervisor. (If this will always be the supervisor, also select highlighted checkbox)

  • The new supervisor will show under the 'Participants' section


If the note has already been started but not saved:

  1. Click on Options in top-right corner
  2. Click on Participants

  1. Follow primary procedure from step 3

If the note has been saved:

  1. Click on Dashboard | Unsigned Documents
  2. Click on Action of specific note
  3. Click on Manage Supervisor

  1. Follow primary procedure from step 3
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