There are several reasons why you might want to generate a download of the forms/session notes that have been created in AlohaABA. An audit is the scariest example. If you have been asked to provide copies of your session notes created in Aloha's forms, please complete the following steps.
Go to Forms > Generate Forms
Fill in the parameters you want to generate for the following:
- Dates of Service
- Type of form created (i.e., direct session note, supervision note, assessment notes)
- Clients
- Payers
- Submitted by (i.e., which staff member submitted the form)
- PDF or Word
Click on Generate and then use the download button to download all the forms generated in one file. You can then send your download onto the appropriate party!
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