In TiQ, the Revision Needed alert is automatically triggered when a supervisee submits any of the five billable forms in TiQ: Progress Note, Biopsychosocial Assessment, Treatment Plan, Treatment Review, and Discharge Report.

This allows the supervisor to review the form directly from the alert, confirm that everything is accurate, and approve the revision or request modifications as needed.

To view Revision Needed alerts, select Revision Needed from the dashboard under the Missing Documents Alert section.

This will display a list of all related documentation that is pending revision.

You can use the Add Filters button to filter by Task Assigned To and Form Type

Revision Status Workflow:‍

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

Requesting a Revision by the Supervisor

From the form needing to be revised, you can either:

Add or confirm a Revision Note by selecting the Note Icon on the right.

This will open the Revision Note pop-up, where you can add notes and select the appropriate revision status.

You can also select the corresponding option from the list to open the actual form, where you can review it and either approve it or request revisions as needed.

From the form, select the Review Revision Note button to add and confirm the revision status.

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:

Open the form from the alert or the client's profile and 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.

Select Confirm and then Submit the form.

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

Confirm and Submit the progress note‍.

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

TIP: Using the Bulk Signature feature from the Revision Needed Alert log to sign multiple forms will automatically update the revision status to “Revision Approved by Supervisor” for the selected forms.

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