Collaborate on Courier Billing Format for Supervision with Ease Using airSlate SignNow

Courier billing format for Supervision

all right everyone this is Cara Crossway brindle and we are doing a quick walkr of our newest Endeavor in clinical supervision the electronic supervision record an ESR yay so obviously we have some features here on the homepage it's es supervision record.com is where people are going gives you a sense of what's offered here but I want to do a quick walk through for folks who are like I want to see what this looks like so we have a little announcement video here talks about the purpose what we saw as a need for an ESR also have some frequently asked questions about what it entails this is a place to schedule your supervision appointments it's a place to invoice your supervises it's a place to access documents and upload documents for lure including hours te certificates things like that this is meant to be utilized by mental health professionals and Financial therapists professionals to keep themselves organized uh we do offer a subscription model for this monthly or annual pricing so you'll be able to see that once you register and then it has a calendar feature does allow you know inputting information into Outlook in Google invoicing this through stripe uploading PDFs and word docs again place to put contracts each certificates hourly logs things like that so really creating a place a hub for things to live why would we want this to be separate that's probably the biggest question of why we built this we want it to be separate because supervision and client work should be separate um we don't want to have the possibility of trying to show something in a record and client information being seen by the supervis ETC so this just looks like a professional separation and keeps things clean um you also will get access to some of our training content at a discount by being a user of the ESR and so that's something to be aware of we're excited to offer that to folks as they see the benefit of this they also reap the benefit of uh some training content at a lower price and then obviously as we continue to build this this is the first launch we've already built the ESR but as we build more features let us know what you're thinking about what could be added that would really enhance this experience for you so let's look at a couple things obviously as a potential new user we've got some access of our links up here more about supervision are and who we are access our online courses which are through an online shop and then watch our videos on YouTube because we're continuing to put out role plays here there's a login feature versus register so if you're brand new to ESR let's click that pretty standard login to sign up one thing to emphasize is we did create this for both supervisors and supervising primary audience to supervisors which means this is a place that you can organize your supervises regardless of if they are a paid subscriber so just know that this is an option for you even if the supervis is not an active user of our ESR so that's something to point out I'm going to go ahead and log in as a user so you can see what this looks like all right welcome to the dashboard obviously the thing this is a test so you can see but you would have your title your name here primary focus is appointments putting appointments in the calendar really easy to create appointments this way have a meeting name just for fun got a start day in time maybe you're an early bird like I am you can put whatever you'd like here to represent your appointment with someone and then as you have supervises that you're adding they will show up here in the meeting with so you sure to connect them to the appointment for inv invoicing purposes right now just to show it to you I'm going to save the appointment with out anyone in here supervisors if I had supervisors under this login they'd show up here if I had supervis they show up here I do not yet have a supervis added so if I add a supervis I can add them by email let's say I want to add now how this feature works is if the supervis is added to the list which you can always see here we also have the ability when we add them to have an email populate to them of like hey you have the option of utilizing this system if nothing else is notifying them that they are now part of the system we get calendar invites things like that also add tasks here we want to say what's task that we want to have added do by keep track of tasks this will submit you can mark it as complete you can edit it you can delete it so we can have lots of different tasks here we can add all sorts of things and tasks as a new subscriber you will set up your billing and invoicing through stripe so there are some steps here before you can create a new invoice we have our system set up that invoices can be downloaded as PDFs for your records especially for accounting and tax purposes and then of course it has a tracking of payments what payments were received so we do have it set up that if an appointment is created with a supervisor and their payment is on file after the appointment happens it automatically charges the card documents great place to like have a hub to put all your documents your current documents documents shared with you so you might have documents shared by a supervis or supervisor this is another feature so those are kind of the foundational pieces of our ESR up here in this little toggle we've got you know your dashboard quick view template libraries where we're adding new content online courses supervision videos and about us so the online courses takes us back to our online store supervision videos our YouTube channel temp Library we're adding material here and about us is about Christina Murphy and I Cara cross brindle of superv Visionary please let us know what questions you have we hope you will take a chance to check this out and see if this is a tool that is worthwhile for you as a clinical supervisor or financial therapy supervisor in providing quality supervision thank you so much