There are several options for entering a session for a previous date - you'll still be able to send the session note and times to Aloha!
NOTE: In order to add a Manual Session directly from an appointment on either the "My Schedule" page or client "Appointments" page - which will auto-link the appointment to the manual session - you must have session mapping set up for that appointment type.
To learn more about session mapping with Aloha CLICK HERE
Creating a Manual Session Entry: If you do NOT have Session Mapping Set up
1. From the Learners home page select the down arrow next to [Start Session] for the session you would like to create an entry for and select [Manual Session Entry]
2. If entering for another user, you can change the user. If entering for a PAST date you MUST adjust the [Start Date] field or you will not be able to link to the correct Aloha Appointment. Adjust the start and end times to reflect the correct times of the session and select [Save]
3. You will then be able to complete the corresponding session note by selecting [Complete Session Notes] and enter any data and program notes manually.
Make sure you scroll down and select [Save Session Data] after entering data
TIP: If you've included program data in your session note template - add the session data BEFORE completing your note
4. To link to the appointment in Aloha select the three vertical dots next to the export button and select [Link to appointment]
5. Select from the list of appointments to link to. Only appointments that match the same activity date of the session will be available to link to. Select [Save]
6. Once the notes are completed and all required signatures are collected you will be able to send your note to Aloha
Creating a Manual Session Entry: If you DO have session mapping set up
1. Navigate to either the [My Schedule] page from your own user page or the client's [Appointments] page and identify the appointment you need to create a session for.
2. Select the three vertical dots in the corner of the appointment and select [+ Manual session entry]
If you do not see this option this means the appointment's service name from Aloha is NOT mapped to a corresponding session name on the Client's home page.
3. You will not be able to edit the user name or Start Date. You can adjust the Start Time and End Time. Select [Save]
4. The session will be linked to the Aloha appointment. Add in your session data and complete your session notes and all signatures (see screenshot / tip in step 3 of the non-mapped manual entry steps). Select [Send Now] to send to Aloha ABA
