🎥Watch: How to Add Parent Signature to a Note to Display in Aloha
⚠️The parent must be a Hi Rasmus User for their signature to populate on the note in Aloha.
Steps to add a parent signature to a note to display in Aloha
💡Manager-Level users will need to complete these steps
1. Create a Custom Client Information Field. The [Data Type] must be [User].
💡For more information about Custom Client Information Fields, click HERE
2. Invite the Parent as a user to Hi Rasmus.
To invite a single new user, navigate to [Settings] >> [Organization] >> [Users] and click on [Invite User]. Select the [Parent] User Role
💡 For more information about inviting users, click HERE
3. Add the parent user to the Custom Client Information Field on the Client Profile.
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Navigate to the Client Profile [Clients] >> Select the Client Name >> click the [Client Information] Tab
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Click the custom client information field, and a dropdown of users will appear.
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Select the correct caregiver name
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Scroll to the bottom, click [Save]
4. Add an additional signature to the note template
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Navigate to your organization's note templates [Settings] >> [Templates] >> [Notes]
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Click into the correct note template
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Under the [Signatures] section, select [Require signature from additional people]
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Select the Custom Client Information field you created (for example, Caregiver).
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Scroll to the bottom of the note template and click [Save]
Now, when you use your note template in session, your parent will receive a notification to sign a note.
The user working with the client can still retrieve a signature from the parent in person too.