Editing Submitted Lesson Notes
Options for Editing Lesson Notes
There are many instances in which a submitted Lesson Note
may need to be edited:
- Start/End time needs to be adjusted
- Adding/adjusting Skill or Behavior data
- Correcting information entered in the note
template (e.g. Adding another person who was present, removing subjective
language from a session summary)
- Adding information to Stand Alone notes (e.g.
Place of Service Code)
- More!
Aloha
Data Collection allows users to make these edits either on the Web or via the
App. Below is a summary of what can be edited on each platform and how these
edits can be made.
| Web | App |
Can be Edited | - Start/End Time - Single-select list selections - Multi-select list selections - Text in any textbox custom field - Skill data (add, edit, remove) - Behavior data (add, edit, remove) - ABC Data - Any part of the template body | - Start/End time (if given access to do so) - Single-select list selections - Multi-select list selections - Text in any textbox custom field - Skill data (add, edit, remove) - Behavior data (add, edit, remove) - ABC Data - Any part of the template body |
Can NOT be edited | - Staff/Client associated with the Note - Date of the Note | - Staff/Client associated with the Note - Date of the Note |
How | - Make sure note is in “Pending” Status - Click Edit under the “Actions” column - Make desired edits - Click “send back” so staff can re-sign the
note in their App to attest that the edits are accurate Note: see below video for additional instructions | - If user has permission to edit pending notes, navigate
to Lesson Notes from main navigation bar - Locate note to be edited - Click Edit icon - Make edits - Re-sign and submit the note OR - Admin “Rejects” note via Web
- Staff navigates to Lesson Notes from main navigation
bar
- Locate note to be corrected
- Click Edit icon
- Make corrections based on feedback
- Re-sign and submit the note |
Please
email support@alohaaba.com if a date change is needed on a Lesson Note
Video: How to Edit Lesson Notes on the Web
Sometimes, Admins will need to make administrative adjustments
to submitted Lesson Notes (e.g. fixing start/end times, adjusting appointment information
or adding CPT codes). The below video offers guidance on editing submitted
Lesson Notes on the Web:
After a Lesson Note has been edited on the Web, the staff who
submitted the note will need to re-sign the note in their App. The below video
offers guidance on how to re-sign an edited note:
Video: How to Reject Lesson Notes on the Web
Sometimes, a change needs to be made to a submitted Lesson
Note, but an Admin would like the Staff who submitted this note to make this change.
For example, requesting the staff to add more information to a session summary, or to provide the staff
with learning opportunities to correctly complete their Lesson Notes. The below video offers guidance on Rejecting Lesson Notes on the Web:
After a Lesson Note has been Rejected on the Web, the staff
who submitted the note will need to fix, re-sign, and re-submit the note in
their App. The below video offers guidance on how to re-sign an edited note: