HR & employment 2 signers 3 pages 19 blanks to fill in

Clinical Supervision Agreement

Set the ground rules for supervision toward licensure: how often you meet, what gets reviewed, how hours are signed off, and what happens if it ends early.

Use this template — free See the agreement Signers don’t need an account
Clinical supervision agreement
The blanks in brackets are what you fill in. FileIt adds each signer’s signature and date boxes.
Clinical supervision agreement — page 1 of 3
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Clinical supervision agreement — page 2 of 3
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Clinical supervision agreement — page 3 of 3
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Use this template Fill in the blanks, name who signs, and send — from FileIt eSignature.

What is a clinical supervision agreement?

Licensing bodies expect supervisors and supervisees to agree the terms of supervision at the start, and many supervisees discover too late that their hours were logged the wrong way or that a supervisor who left never signed the forms. A written agreement prevents both problems.

This agreement records the supervisor and their licence, the supervisee and their current registration, the licence they are working toward and the licensing body. It sets how often sessions happen, whether they are individual or group, and in person or by secure video. It covers what the supervisee brings for case review, client consent to recordings, following clinical direction and practising within competence. The supervisee keeps the hours log and the supervisor signs only for hours that were actually supervised. It also covers who pays fees and the fee per session, cancellation notice, confidentiality and its limits, written evaluations, contact between sessions, professional boundaries, and ending supervision with a final evaluation and verified hours.

Best for
Counselling, therapy, social work and MFT supervision toward licensure
Signed by
The supervisor and the supervisee
Covers
Sessions, case review, hours logs, fees, confidentiality, evaluation, ending
Length
3 pages, initialled on each page

When to use a clinical supervision agreement

  • A licensed counsellor supervising a post-graduate associate in private practice
  • An agency clinician providing licensure supervision to a new hire
  • Paid external supervision arranged by the supervisee
  • Group supervision for several associates at once
  • Switching supervisors partway through the required hours

What you fill in

19 blanks, then the name and email of each person who signs: supervisor, supervisee.

1 The supervisor

  • Supervisor's full name*
  • Supervisor's licence and number*
  • Supervisor's supervision credential (optional)

2 The supervisee

  • Supervisee's full name*
  • Supervisee's current registration*
  • Licence the supervisee is working toward*
  • Licensing body*
  • Where the supervisee practises (optional)

3 Sessions

  • Supervision starts*
  • How often and how long*
  • Format* individual supervision · group supervision · a mix of individual and group supervision
  • Delivered* in person · by secure video · in person and by secure video

4 Fees

  • Supervision fees* paid by the Supervisee · paid by the Supervisee's employer · not charged
  • Currency
  • Fee per session (optional)
  • Cancellation notice (hours)*

5 Evaluation

  • Written evaluations*
  • Contact between sessions*

6 Ending

  • Notice to end supervision (days)*

7 Who signs

  • Supervisor signature and date, job title, initials on every page · The licensed clinician providing supervision.
  • Supervisee signature and date, job title, initials on every page · The counsellor, therapist or social worker being supervised.

What the clinical supervision agreement covers

  1. Purpose
  2. Sessions
  3. Case review
  4. Records of hours
  5. Fees and cancellations
  6. Confidentiality
  7. Evaluation
  8. Availability and emergencies
  9. Professional boundaries
  10. Ending supervision
  11. General

Using the clinical supervision agreement, step by step

1 Supervisor and supervisee

Your name fills in from your account. Add your licence, any supervision credential, the supervisee's registration, the licence they are working toward and the licensing body.

2 Sessions

Set the start date, how often sessions happen, and choose the format and how they are delivered.

3 Fees and evaluation

Choose who pays and the fee per session if any, the cancellation notice, how often written evaluations happen, and how to reach you between sessions.

4 Notice and signing

Set the notice period to end supervision, then send. Both of you initial each page and sign; the agreement is filed in your FileIt vault next to the hours logs.

Tips before you send it

  • Check the licensing body's current rules on supervision ratios, video supervision and supervisor qualifications before you start.
  • Sign the hours log at regular sessions rather than leaving it to the end.
  • Give the supervisee a copy of each signed log and evaluation.
  • Add the supervisor's name to the supervisee's client consent forms if the licensing body requires it.

Sign it online in minutes

  1. Fill in the blanks. Names, dates and amounts go straight into the agreement — the preview shows exactly where.
  2. Name who signs. Tick “This is me” for your own part. FileIt builds the PDF with every signature, date and initials box on the right line, and you can check or move anything before sending.
  3. Send it. Each signer gets a secure link and signs from any device — no account needed. The signed PDF, with an audit trail and a Certificate of Completion, is filed in your vault and emailed to everyone.
Use the clinical supervision agreement template — it’s free

Clinical supervision agreement: frequently asked questions

Do the licensing body's rules override this agreement?

Yes. The agreement says both parties follow the licensing body's rules and their code of ethics, and where those differ from the agreement, the licensing body's rules apply.

What happens to the hours if supervision ends early?

The supervisor completes a final evaluation and verifies all supervised hours up to the last session, so the supervisee can continue with another supervisor.

Is everything in supervision confidential?

Mostly, with limits: serious risk of harm, mandatory reporting of abuse or neglect, legal requirements, and the licensing body in connection with licensure or a serious ethical concern.

Can the supervisor also be the supervisee's therapist?

No. The agreement rules out providing therapy and other relationships that could impair the supervisor's objectivity.