Creating your own forms

Creating your own forms

Forms

AlohaABA allows you to create custom forms (internal session notes) to track and easily organize data.

Start this video at the 20:00 mark to learn how to create and use forms in Aloha.


Adding a form


To create a form:
  1. Use the navigation menu on the left and go to Forms > Form Manager.
  2. In Form Manager you will see a list of forms that you or your organization has created. Click the + icon at the bottom right corner to create a form.

Building a form

The form builder is where you can create, adjust, and configure fields.

Adding a field

Fields are building blocks of forms. They let you collect data from your users. 

Field Types

Check boxes
*requires custom list


Date picker


Multi select
*requires custom list


Multiple choice button
*requires custom list


Drop down (Single or multi-select)
*requires custom list


Toggle
*requires custom list with 2 options


Single line text

Signature
Will pull a box for user or client to sign in
Paragraph Text
Box for a user to type multiple lines of text

Field Settings

Field settings allows you to name your newly added field, adjust field settings (toggle/multi select/etc), and what available options to select from.

Field Name - Enter a name for the field
Field Type - Select how you'd like the field to be displayed 
Custom List - List of available options to select from. Creating new custom lists can be found by going to Settings > Custom Lists > General and using the blue + button to add a new list. 



Default Value - By selecting a default value for a field, the value will pull in from the appointment info or the staff/client/payer info automatically (e.g., if you select the default value of Appointment Date, the value will fill automatically date of service in the session).  



Staff credential does not default the staff qualification within the staff profile but rather from the staff credentials within Billing > Provider Identifier.  This section within provider identifier must be filled in manually.


Checkboxes

  1. Always Sync:  By checking this box, the form will auto update if the default value is changed (e.g., if the date of the appointment is changed, the form will also update to the new appointment date).  It is recommended to check this box.
  2. Required:  By checking this box, the form cannot be saved or submitted unless this field is filled in.  


Form Settings


Form Title - Display that the user sees when selecting a form to fill out.
Description - Additional summary

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