For supervisees
Step 1: Make sure they have their prerequisites
Action required
Before you can add a supervisee to Headway, they'll need three things in place:
- NPI (National Provider Identifier) — a free, individual (Type 1) NPI from NPDS/CMS. Takes about 15 minutes to apply; allow 5–7 business days to receive.
- Malpractice insurance — an active policy that meets Headway's coverage minimums (generally $1M per occurrence / $3M aggregate), listing the supervisee individually. View COI requirements
- Dataspring (CAQH) account — a completed and re-attested CAQH ProView profile. They'll need their NPI and malpractice insurance handy to set it up. Learn more about CAQH
Tip: We recommend this order — NPI first, then malpractice insurance, then CAQH — so all the information is ready when they set up their CAQH account.
Next step: Once prerequisites are in place, invite them to Sigmund Lite
Step 2: Invite them to Sigmund Lite
Action required
In your group practice account, go to Manage Team and click Add Provider. Enter your supervisee's details to send them a Sigmund Lite invitation. They'll receive an email to create their account.
Next step: Complete (or assign) their intake form.
Need a refresher? Here’s what providers have access to with Sigmund Lite
View the process: Add a supervisee to Sigmund Lite
Step 3: Complete the intake form
Action required (you or them)
The intake form collects the supervisee's license, CAQH, and malpractice insurance information needed to begin credentialing. You can complete this on their behalf directly in your group admin account, or send them the link to fill it out themselves.
Either way, you'll need the following on hand:
- Their state license
- Their CAQH login
- Their malpractice insurance policy (in PDF format)
All file uploads must be in PDF format. If you run into malpractice insurance errors, check this guide
Step 4: Clinical review & approval
No action required from you
Once the intake form is submitted, Headway's team will review their application. You'll receive a notification when they're approved and ready to see clients.
Want to check where things stand in the meantime? Head to your Supervision tab to review and action on open tasks.
For supervisors
Step 1: Get them set up on Sigmund Lite
Action required (if applicable)
If your supervisor already has Sigmund Lite access, skip to Step 2 — you can assign their supervisees during the supervisee intake flow.
If your supervisor is live on Headway, but doesn’t have access to Sigmund Lite, go to the Manage Team page, select the overflow button next to their name, and assign Sigmund Lite access.
If your supervisor is new to Headway, use Add Provider from the Manage Team page and select “yes” to invite them to Sigmund Lite. The intake process for supervisors follows the same standard credentialing flow as any fully licensed provider.
Learn more about credentialing with Headway
Next step: Assign supervisors to their supervisee(s).
Step 2: Assign supervisors to supervisees
Action required
Assigning a supervisor is what formally establishes the supervisory relationship on Headway. You can do this two ways:
- Assign a supervisor with Sigmund Lite access during the supervisee intake flow
- Once your provider is live on Headway, go to the Manage Team page, find the supervisee, select the overflow button next to their name, and assign or update their supervisor from there.
Next step: The supervisor completes their supervision onboarding — supervision agreement, T&Cs, and attestations.
View the process: Assign a supervisor
Step 3: Supervisor completes onboarding
No action required from you.
From here, your supervisor handles the rest:
- They'll complete a supervision form, which includes their terms & conditions and clinical attestations
- Headway's clinical team will conduct a clinical review
You'll get a notification when they've been approved, or if they have actions to take before they can begin supervising. Track their status anytime on the Manage Team page.
Want to share what they need to do? Send them to the Supervisor guide.
Once everyone is approved: What happens next
Once both supervisors and supervisees are live, the clinical workflow kicks in — but most of it is handled between your supervisor and supervisee. You can track open tasks, like onboarding steps, missing forms, and pending approvals on your Supervision tab.
Click here to view an interactive tour of the admin Supervision tab.
| Step | Who does it | Where |
| Add a client to the supervisee’s caseload | Admin, Supervisee, or Supervisor | Sigmund Lite Client tab |
| Client signs disclosure form | Client | Client portal |
| Supervisee confirms sessions | Supervisee | Sigmund Lite (the provider portal) |
| Supervisee submits session notes | Supervisee | Sigmund Lite (within 72 hours of session) |
| Supervisor reviews & co-signs notes | Supervisor | Supervision Hub / Homepage to-do list |
| Supervisee submits treatment plan | Supervisee | Sigmund Lite (required before the 3rd session) |
| Supervisor reviews & co-signs treatment plan | Supervisor | Supervision Hub / Homepage to-do list |
Note for admins: Group admins cannot confirm sessions or co-sign notes on behalf of supervisors or supervisees. These actions must be completed by the individual clinicians to maintain clinical and legal validity.
Start building your supervisee caseloads
Once your supervisees are approved, they won't appear in Headway's marketplace search y — for now, they can only see existing clients or referrals sourced directly by your practice.
To add a client to a supervisee’s caseload, select their profile in the top left of your account, then head to the Client tab and select Add client.
Looking for the supervisee or supervisor versions of this guide?
Not in your state yet? Fill out this form and we'll let you know when supervisory billing becomes available.