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 -            Dynamic Fields that have been pulled from a Staff/Client profile (e.g. staff credential, client DOB or from Aloha PMS Appointment (e.g. Place of Service Code) -            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
Can NOT be edited	-            Staff/Client associated with the Note -            Date of the Note	-            Staff/Client associated with the Note -            Date of the Note -            Dynamic Fields that have been pulled from a Staff/Client profile (e.g. staff credential, client DOB or from Aloha PMS Appointment (e.g. Place of Service Code)
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 Welina 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:

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