A Streamlined System for All Things Supervision!

Welcome to our Electronic Supervision Record (ESR), an online platform for all things supervision for mental health professionals and Financial Therapists! This system:

  • Offers an easy-to-use means for tracking supervision meetings through a customized, streamlined supervision note
  • Maintains supervisee hours and content separate from your therapeutic work
  • Provides organization for supervision contracts and documents in your practice with easy uploads
  • Engages both supervisors and supervisees in valuable continued education opportunities in clinical supervision through on-demand content
  • Connects users to valuable resources and templates to enhance their clinical supervision practice

Community Partners


Supervisionary is excited to partner with RISE Directory, a clinical supervision directory! Our ESR users and supporters get access to all RISE membership plans at 40% off using code ESR40. Learn more about RISE at https://www.risedirectory.com/home

Frequently Asked Questions


What’s an Electronic Supervision Record (ESR)?

Similar to an Electronic Health Record (EHR) for storing client information, this online system maintains appointments, invoices, and documents for users.

Who can use this ESR?

We welcome supervisor and supervisee users. Supervisors include mental health professionals and Financial Therapy supervisors. Supervisees can be anyone receiving supervision who want a place to keep documents and hours organized.

How much does this ESR cost to use?

Subscriptions for supervisors are available on a monthly ($20/mo) or yearly ($220/yr) basis.

Does this ESR have a calendar?

Yes, you can schedule appointments with your supervisees directly in the calendar, which then makes notes and billing a breeze.

Does this calendar sync with my other calendars?

Similar to other professional services, the calendar link can be emailed to your other calendars for easy input into other calendars like Outlook and Google.

How does invoicing work?

You can invoice from an appointment in the ESR system. Payment is integrated via Stripe and after an invoice is created by the supervisor for that meeting, a supervisee is automatically charged with a card on file after a supervision session takes place.

What is the document uploading feature?

Keeping CEs, contracts, and hours logs in one place is important to us. Documents and images are easily uploaded and are shareable between supervisor and supervisee if desired.

Why should I want a separate system for supervision over my client EHR?

Keeping supervision materials separate from client work is important in maintaining a different professional role and boundaries. Keeping things separate also eliminates the possibility of supervisees seeing client information when accessing something online or during a supervision meeting.

What else do I get as an ESR subscriber?

By being an ESR user and subscriber, you get access to discounts on clinical supervision training and content created by us here at Supervisionary, LLC. Learn more about all the clinical supervision tools we offer at our website.

I have ideas for added features. How do I share them?

Contact us as [email protected] with additional questions or ideas! [email protected]