In TiQ, the Revision Needed Alert is automatically triggered when a supervisee has submitted a progress note, so the supervisor can review the note, make sure everything is correct or request modifications as needed.

From the dashboard under the Missing Documents Alert section, select Revision Needed.

Revision Status Workflow:‍

• Pending Review by Supervisor: Automatically assigned when the supervisee submits the note for review.
• Revision Requested by Supervisor: Used to return the note to the provider with feedback for corrections. Add notes for the clinician as needed.
• Pending Review by Supervisor (again): Once corrections are made, the provider updates the status to send the note back to the supervisor.
• Revision Approved by Supervisor: Indicates that the note is finalized, removing it from the Revision Needed alerts.

From the progress note needing to be revised, you can either:

- Add a Revision Note by selecting the Note Icon on the right

- Select the relevant progress note from the dashboard to open the note and complete any edits to the form.

- Select the Review Revision Note button to add or view the note left by the supervisor

NOTE: If you are the supervisee, you will not have the ability to edit the revision note.

- Once the note has been added, change the status of the note to Revision Requested By Supervisor.

- Select Confirm and close the form, and you will be redirected to the Revision Needed Alert page.

‍Clearing the Revision Needed alert

After completing the requested revision by the supervisor, the supervisee must:

Select the Review Revision Note button.

Select the revision status Pending Review by Supervisor and Confirm. This will send the note to the supervisor for a new review.

Save and Submit the progress note.

The supervisor will now check if the modifications were completed. If yes, the supervisor should click the Review Revision Note button, and select Revision Approved by Supervisor. 

Confirm and Submit the progress note‍.

IMPORTANT: Progress notes with completed signatures may still appear under Revision Needed alerts if the Revision Status was not updated. When signing a note, make sure to also update the Revision Status. This will clear both the Missing Signatures and Revision Needed alerts.

You can also sign progress notes and other documents in bulk. Click here to learn more about bulk signatures.