When You’ll Use This Article
Use this article when you need to:
Monitor remaining assistant visits before supervision is required
Identify patients who are due or overdue for a supervised visit
Understand how and when supervision requirements reset
Review projected supervision needs by discipline
Role Applicability
DORs: Full access and responsible for supervision tracking
Therapists & Assistants: No direct access
Regionals: Configure supervision rules at the enterprise level
Overview
Supervisory Visit Tracking supports compliance with state and discipline-specific supervision requirements for therapy assistants. In many states, an evaluating therapist must supervise every 10th assistant visit.
RESTORE-Insights tracks this requirement and surfaces supervision status in a centralized location so DORs can monitor compliance without reviewing individual schedules or documents.
Important: Supervision tracking is reviewed only from the Compliance & Alerts tab. It does not appear in the Planner or Scheduler views.
Accessing Supervisory Visit Tracking
From the main side navigation, select Compliance & Alerts.
Locate the Supervisory Visit Tracking section.
Use the discipline toggle to switch between:
PT
OT
SLP
The table updates to reflect supervision requirements specific to the selected discipline.
Understanding the Supervisory Visit Table
The table displays supervision information by patient, including:
Remaining Assistant Visits
The number of assistant visits left before supervision is required.Projected Supervision Date (when available)
An estimated date when supervision will be needed, based on the patient’s current treatment schedule.
This allows DORs to quickly identify patients who may require supervision soon or are already overdue.
How the 10th Visit Supervision Logic Works
Supervision tracking is based on visit count, not calendar days.
Here’s how the logic works:
Assistant visits are counted toward the supervision requirement.
When the supervision threshold is reached (commonly the 10th visit), supervision is due.
If supervision is not completed on time, the visit will be flagged as due or overdue in Compliance & Alerts.
Supervisory visit requirements are set at the regional access level based on state regulations.
Reset Logic
The supervision count resets when an evaluating therapist treats the patient.
This means:
Once an evaluating therapist completes a treatment visit, the assistant visit count starts over.
The system then begins tracking toward the next supervision requirement.
This reset ensures supervision cycles align with clinical oversight requirements.
How This Supports DOR Planning
Although supervision is not managed directly from the Planner, the Supervisory Visit Tracking table provides advance visibility into upcoming supervision needs.
DORs can use this view to:
Review which patients are approaching supervision thresholds
Identify overdue supervision requirements
Plan therapist coverage to meet supervision needs
All supervision awareness and monitoring occurs within Compliance & Alerts.
Important Notes
Supervision rules are driven by enterprise-level configuration, which may vary by state and discipline.
The Supervisory Visit Tracking table is read-only and intended for monitoring purposes.
Counts and projections are based on completed and scheduled visits at the time of review.
If you need any further support, please contact your Customer Success representative. We’re always here to help!