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Common questions, answered.

Set up, daily use, the moments when something needs a second look. If you don't see your question here, email support@clearpathhours.com.

Setting up your state and license

ClearPath maps every requirement and audit rule to your state's board. Pick the right state and license type during onboarding so the dashboard shows accurate numbers.

Every clinical license has its own state board, its own hour totals, its own supervision ratios, and its own forms. ClearPath has rules encoded for all 50 states + DC, but only one of those rule sets is right for you.

On your first sign-in we ask for state and license type as part of the welcome flow. If you skipped that step or chose the wrong option, head to Settings → Profile and update both. The dashboard will rebuild against the correct rules within a few seconds.

If you're tracking hours toward a license you don't see in our list (LMHC in some states, LCMHC in others, LSW vs LICSW), reach out — we likely have the rules under a different short name. The board form ID and statute citation are usually the cleanest way to identify the right ruleset.

Last updated 2026-04-27

Inviting your supervisor

Your supervisor reviews and approves your hours from their own ClearPath account. Sending them an invite is a 30-second flow.

Open Supervision → Invite. Enter your supervisor's name, email, license number, license state, and license type. ClearPath sends them an email with a unique link that expires in 14 days.

When they click the link, they create their own ClearPath account (or sign in if they already have one) and accept the relationship. From that point on, the entries you log show up in their review queue automatically.

If your supervisor never gets the email, check their spam folder for a message from noreply@clearpathhours.com. You can resend an invite from the same page — pending invites are listed at the bottom and a new invite supersedes the old.

Your supervisor only sees the entries you've logged. They don't see your billing, your settings, or anything from other supervisors. Each supervision relationship is independent.

Last updated 2026-04-27

Logging hours every week

The fastest path is the weekly grid. Type hours into the cells, save the week, move on. Below are the patterns that keep audits clean.

Hour log accuracy starts with cadence. Logging once a week takes about three minutes per session and stays accurate. Logging once a month takes longer, costs more attention, and produces more guesswork.

Hours → Grid is the fastest entry surface. Pick your site, type decimals (1.5) or H:MM (1:30) into each cell, and hit Save week. The grid figures out which cells are new entries, which are updates to existing entries, and which got cleared. You don't manage individual rows.

When you need to log something the grid can't capture cleanly — a session with notes, a non-standard category, a recurring pattern — use Hours → Log hours. The detailed form keeps every field your state board cares about: setting, client population, supervision context, and a free-text description.

Skipped a week? Backdating is fine. Just put the right date on the entry. Boards prefer accurate retrospective logs over fictional cadence.

Last updated 2026-04-27

Importing from Track Your Hours

If you're switching from TrackYourHours.com, ClearPath imports your full history from the CSV they let you export.

From your TrackYourHours account, request a full data export. They email a CSV containing every hour entry, with columns for date, duration, category, supervisor, and site.

In ClearPath, the CSV import runs during onboarding at the step labeled "Import Hours." If you've already finished onboarding, email support@clearpathhours.com and we'll run the import with you — a re-runnable import screen is on the roadmap. Drop the CSV. ClearPath auto-maps recognizable category names and previews everything before insertion.

Look at the preview. Anything ambiguous is highlighted — typically you'll see a few entries that need a category remap or a missing supervisor relationship. Fix them in the preview and confirm. ClearPath does the rest as one batch.

Your existing TrackYourHours subscription stays active until you cancel it. Some users keep both running for a month to confirm parity before fully switching. That's a sensible move.

Last updated 2026-04-27

Downloading your state's board forms

ClearPath fills your state board's own forms from your logged hours. You check them, sign them and send them to the board.

Open Forms and set the date range at the top. It applies to every form and report on the page. Under your state's board forms, each document your license needs has its own card, and a sentence on the card says whether it goes to the board or is for your own records. Download fills the board's own form from your log. Preview shows a PDF form filled in before you download it. Blank official form is the board's form, untouched, to fill in by hand.

Most boxes are filled from your logged hours, your supervisor relationships and your profile. Boxes your records cannot fill, such as your mailing address or your supervisor's phone number, are asked under Finalize the form. Every question is optional, and anything you skip stays blank on the form for you to write in by hand.

Your answers are printed on that download only. If you tick Save my answers for next time, they are saved to your account when you download or preview, so they are filled in on your next visit. To remove one, clear the box and download or preview again. Untick the box to remove them all. Ticks, free-text notes and signatures are never saved.

For a California LMFT, ClearPath fills the AMFT weekly log (37A-525) and the IN-STATE and OUT-OF-STATE Experience Verification forms (37A-301 and 37A-304). For an LPCC it fills 37A-638, 37A-675 and 37A-668, and for an LCSW the ASW weekly log, 37A-201 and 37A-202. If we do not fill a form for your state and license yet, the page says so. Download an hour report from the same page and copy the totals onto your board's form.

Once downloaded, the form is yours. ClearPath does not send it to the board. Check it, sign it, write in any box that needs your judgment, and submit it as your board's instructions say.

Last updated 2026-09-26

Supervisor approval in ClearPath

What your supervisor's approval in ClearPath is for, and why your forms, reports and audit do not wait for it.

Approval in ClearPath is a running record that you and your supervisor keep as you go. Because your supervisor has already reviewed your entries, the board's form is quick for them to sign when it is ready. Your supervisor signs the board's own form. ClearPath never approves or signs anything on their behalf.

Your board forms and hour reports count every hour you have logged, approved or not, except entries your supervisor rejected. The Supervisor Verification Letter counts only the entries marked "This was a supervised activity" or signed by a supervisor. When entries have waited more than 14 days for approval, the audit mentions them in a note, never as an error or a warning.

Each entry shows one status. Pending means you logged it and your supervisor has not reviewed it yet. Verified means your supervisor approved it in ClearPath. Signed outside ClearPath means you recorded that your supervisor signed it somewhere else. Edit requested means your supervisor asked for a change. Rejected means your supervisor declined it, and it is left out of your totals, forms and reports.

Your supervisor reviews your entries from their own ClearPath account. They can approve, request an edit or reject several entries at once. They can also reopen an entry they approved, with a reason you see on the entry.

If your supervisor signed hours on paper, for example on the board's weekly log, select those entries on the Hours page and choose Record a sign-off. You name who signed and when, and you can attach a copy of the signed log.

Some boards accept an electronic signature on the supervisor's form and some ask for ink. Check your board's instructions before your supervisor signs.

You can correct a verified entry yourself. Open it on the Hours page and change it as you would any entry. If you change what your supervisor approved (the date, times, length, activity, setting, client type, client population, site, notes, whether it was supervised, or the supervisor), saving removes the approval and sends the entry back to the supervisor who approved it for review. ClearPath keeps a copy of what they approved, and their review page shows what changed. Until it is approved again, it counts as supervised only if This was a supervised activity is ticked.

If your supervisor no longer supervises you, they cannot approve the entry again, so ClearPath asks before it saves such a change. The entry then waits for review by a current supervisor.

You can also delete a verified entry. ClearPath asks first, and keeps a record of what was approved and when it was deleted, which the supervisor who approved it can see.

Last updated 2026-09-28

Understanding audit findings

The audit checks your hours against your state's rules and sorts what it finds into errors, warnings and notes. Here is what to do with each.

The audit checks your entries against your state's hour minimums, supervision requirements, category caps, weekly limits and timeline rules. It runs on its own when you open the Audit page, and again whenever your hours change.

Errors are problems to correct before you submit, for example two sessions that overlap in time, or hours over a cap your board sets. Each one says what to do.

Warnings are patterns a board may question, such as a long gap in your logging or an entry that may be a duplicate. Read each one and correct what needs it. An entry your supervisor asked you to change is a warning too: your forms count it as it is until you correct it.

Notes are for reference and need no change. A progress update on your hours is a note, and so are entries your supervisor has not approved in ClearPath yet: your forms already include those hours. If your supervisor signed some of them on paper, the note's Record a sign-off button takes you to those entries.

On the Pro plan, choose Run AI review on the same page for a second reading of your findings. The rule checks remain the record of what your hours meet, and they run on every plan.

Last updated 2026-09-26

Billing, plans, and cancellation

Free forever for the first 50 entries a month. $25/year for everything. Cancel anytime, keep your data.

Free covers up to 50 hour entries per month, one state, the full rules-checker on every entry, and CSV export. It's enough to keep tracking honestly while a grad-school internship is the only thing on the books.

Pro is $25/year. Unlimited entries, all 50 states + DC, the full audit engine including AI review, supervisor portal access, every state's board forms, e-signatures, and email support. Your first Pro subscription starts with a 14-day free trial, including when a free student or program offer has ended. Cancel during the trial and you won't be charged. If you've subscribed to Pro before, the trial doesn't repeat.

Cancel anytime from Settings → Billing → Manage subscription. You keep Pro features through the end of your current billing period, then drop to Free without losing any of your data. CSV export works on every plan, so you can always pull your full hour log out.

If you change states or licenses mid-year, your Pro subscription covers it — no upgrade or migration cost. The rules engine just retargets. Your existing entries get re-evaluated against the new state's rules so you can see what transfers.

We don't issue refunds for partial periods, but we don't charge cancellation fees either. If something's gone wrong and you want a refund, email support@clearpathhours.com — we're a small team and we read every message.

Last updated 2026-04-27

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