Supervision Summaries + Supervisor Signatures on 97155 Notes (NM practice only)

Orbit now includes a “Supervision Summary” tab within each client profile that provides supervising BCBAs with a consolidated view of supervision activity to support clinical oversight, documentation review, and compliance requirements prior to signing 97155 notes.

The Supervision Summary aggregates supervision activity from the most recently signed 97155 note through the current session date, giving providers a single place to review clinical progress, session documentation, and treatment plan updates. This ensures all required supervision information is reviewed before final attestation and supports payer requirements where applicable.

Accessing Supervision Summary

In Orbit, a “Supervision Summary” tab is available within each client’s profile. This tab provides a snapshot of supervision activity from the most recently signed 97155 note through the current session date.

The Supervision Summary can also be accessed directly from within the 97155 note.

The Supervision Summary includes the following sections:

Session Overview

• Lists all supervision sessions within the selected date range

• Identifies signed and unsigned 97155 notes

• Shows total number of sessions requiring review

Anomalies/High-Level Callouts

• Highlights key clinical and operational trends across sessions

• May flag concerns such as aggression or lack of expected progress

• Supports quick identification of areas requiring attention

Session-Level Details

• Breaks down individual supervision sessions

• Includes notes, observations, and session-specific callouts

• Provides access to linked session documentation

Program-Level Summary

• Displays program progress across the selected time period

• Highlights changes in performance or clinical trends

• Adds context for supervision review and decision-making

Attestation Requirement

Before a BCBA can sign a 97155 note, they must complete the Supervision Summary review.

• The Supervision Summary must be opened and reviewed in full. If incomplete, the signature option will be disabled within the notes. You can click the Supervision Summary button from the note to review.

• Once reviewed, the BCBA can click 'Attest & sign', which applies supervision signatures to all relevant sessions in the range.

User Experience to note:

• A loading state may appear while the summary is generated

• The Supervision Summary button may be highlighted to indicate required action

• This is supported on both desktop and mobile (mobile layout may be condensed)

• You can navigate away from the Supervision Summary and Supervision Note, but signing remains blocked until review is complete

Please reach out to @support with any questions so we can help!