Establishing Connection between Aloha and Catalyst

1. Click Settings > System Settings > Clinical Integrations
   
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2. Click the blue + button and "Add Clinical Integrations"
   
3. Select "Catalyst" from the dropdown menu.
   
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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.
   
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5. Once the connection is established, you will be redirected to Aloha's Clinical Integration screen and the status will be displayed as "Connected"
   
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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.
   
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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. 
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4. Status options:
   
1. Sent: The profile in Aloha has been created and sent over to Catalyst. The profile needs to be saved in Catalyst and name spelling must be identical in order for profile to appear as Synced.
   
2. 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.