Establishing Connection between Aloha and Catalyst

1. Click Settings > System Settings > Clinical Integrations
   
2. Click the blue + button and "Add Clinical Integrations"
   
3. Select "Catalyst" from the dropdown menu.
   
4. Click "Connect with Catalyst". This will prompt you to the Catalyst login page, where you will need to enter your Catalyst login credentials.
   
1. Once logged in, you will be redirected to an online consent page. Select the checkbox to agree to the Authorization Agreement > Allow Access.
   
2. 
5. Once the connection is established, you will be redirected to Aloha's Clinical Integration screen and the status will be displayed as "Connected"
   
6. Now that the connection has been established, two additional settings appear underneath the status. Toggle both of these to "On" to allow information and session notes come back into Aloha to complete the session so your staff will not have to complete things in both systems.
   
1. 
   
2. Auto update Appointment Info time as per the Session Note = Session note time from Catalyst will update the appointment time in Aloha. This ensures accurate billing minutes. 
   
3. Auto complete the Appointments = Once the session note is signed/completed in Catalyst, it will automatically complete the corresponding appointment in the Aloha calendar. 

Syncing Staff and Clients 

1. Refresh your Aloha ABA site. On the left hand menu, Click Settings > Clinical Integrations. 
   
1. Catalyst should now appear in the dropdown.
   
2. Click Catalyst. You will be taken to the "Sync Management Screen" where you can manage synchronization of your staff, clients, and view the statuses of appointments that were sent via the integration. 
3. 

IMPORTANT FOR SYNCING TO WORK:

Staff Syncing: Staff profiles in Aloha and Catalyst must have identical first/last name spelling and email addresses in both Aloha/Catalyst for it to successfully sync.

Client Syncing: Client profiles in Aloha and Catalyst must have identical first/last name, DOB, and sex at birth in both Aloha/Catalyst for it to successfully sync.

1. If any of these fields are different between Aloha/Catalyst, the system will create a new profile for the staff/client in Catalyst and sync to that newly created profile instead of your existing Catalyst client profile. 
   
2. As such, please ensure that all required fields are identical in both platforms before initiating the "Sent" button.
   

Status options:

1. Blank: The existing Aloha profile has not been initiated to be sent over/mapped to Catalyst. 
   
2. Sent: The profile in Aloha was sent over to Catalyst and did not sync with any existing profile. 
3. Synced: The profile in Aloha corresponds with/is synced with a profile existing in Catalyst. All profiles need to be "Synced" in order for the integration to work.
   

Requirements for SOAP Note Matching 

This session field is where you and your staff will select the appointment that it's synced to in Aloha. If you do not select the session in the SOAP note, the note will not come back to Aloha. 

1. SOAP Note must have the Date entered.
2. Student must have appointments in PMS that match the Date entered for the same Therapist.
   
3. Clinic must have Integrated Calendar turned on. See Integrated Calendar on Catalyst here
4. If you are integrated, make sure your student’s time zone under their Demographics has the correct time zone set as this information is used when matching and updating times of appointments within Aloha.