Lesson Notes
Editing Lesson Notes After Billing
Note: Best practice is to ensure that a Lesson Note is complete and accurate prior to Approving the Lesson Note and billing its associated appointment. There are instances in which a DC Lesson Note needs to be corrected after it has been Approved. If ...
What to do when the wrong Lesson Note Template is used
If a user has accidentally submits a Lesson Note using the incorrect Lesson Note Template (e.g. RBT submits a direct session using a Supervision Template), this user can switch the Template associated with the already-completed session. No need to ...
Custom Data Fields
Custom Data Fields Overview <br> What are Custom Data Fields Custom fields allow users to create and collect exactly the information they want, giving more control and customization of their Aloha Data Collection ...
Lesson Note Templates derived from Counsil of Autism Service Providers (CASP)
DISCLAIMER: **Formal CASP note templates will be available in future updates to Aloha DC, the below suggestions are inspired by CASPs published note templates and available training. ** Individual payer requirements may supersede what is presented ...
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 ...
Pulling Notes for an Audit
How To Pull Notes in PDF format for Audits Below you will find a video guiding you through the steps of how to pull session notes for an audit. When exported all notes will neatly compile into a zip drive for you. All notes must be in an Approved ...
Creating Lesson Notes on the Web
This feature is NOT recommended to be used for Live Sessions due to our HIPAA prevention 20 min idle system log out. We are working on Web Based data collection which will allow for live sessions on the Web. This features current recommended use is ...
Auditing Lesson Notes on the Web: Lesson Note Statuses and Actions
Lesson Notes: Page Navigation To view all submitted lesson notes and lesson note drafts, use the left-hand menu to navigate to Reporting & Analytics > Lesson Notes. If it appears some notes are missing, check the “Client” bar at the top of the page ...
Setting a Lesson Note Approval Mechanism
What is an Approval Mechanism? An approval mechanism allows you to set up high-level approvals for your Lesson Notes. Think of it as a second set of eyes checking a note before it is considered "done". What this means is once a Lesson Note has been ...
Building a Lesson Note Template
Building a Note Template takes a few steps and involves a combination of pre-existing Dynamic fields and building out Custom Fields. Users can only create templates using the Web (not the App) <br> How to Create a New Template Use the ...