This program is currently in a pilot phase specifically for group practices in New York seeing Aetna and Cigna clients. While we are prioritizing group practices initially, we’re actively working to expand to additional major payers, new states, and solo providers over the next year.
How to get your supervisees and supervisors set up to see their first supervisory billing client on Headway, including what you need to do, which tasks your supervisors and supervisees handle themselves, and how to track progress along the way.
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 NPPES/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
- 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
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.
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)
Step 4: Clinical review and approval
No action required from you
Once the intake form is submitted, Headway's team will review and approve the supervisee. You'll receive a notification when they're approved and ready to see clients.
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
Step 2: Assign supervisors to supervisees
Action required
Assigning a supervisor is what formally establishes the supervisory relationship on Headway. You can do this in two ways:
- During supervisee onboarding: When adding a new supervisee via Add Provider, you'll be prompted to assign a supervisor.
- When a 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.
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 and conditions and clinical attestations.
- Headway's clinical team will conduct a clinical review and approval.
You'll get a notification when they've been approved. Track their status anytime on the Manage Team page.
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. Here's a quick overview of what to expect, so you can help troubleshoot if something gets stuck:
| Step | Who does it | Where |
|---|---|---|
| Transfer a client to the supervisee | Supervisor | Client's profile page in Sigmund → "Supervised Provider" |
| 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 and co-signs notes | Supervisor | Supervision Hub / Homepage to-do list |
| Supervisee submits treatment plan | Supervisee | Sigmund Lite (required before the 3rd session) |
| Supervisor reviews and co-signs treatment plan | Supervisor | Supervision Hub / Homepage to-do list |
Start building your supervisee caseloads
Once your supervisees are approved, they won't appear in Headway's public search directory right away — for now, they can only see existing clients or referrals sourced directly by your practice. You can start sending clients their way through your supervisor, who assigns them via the client's profile page.