Hi Rasmus | Aloha Integration: How to Add Parent Signature to a Note to Display in Aloha

There are two different ways to collect the parent signature to display in Aloha. In either case, the parent must have a Hi Rasmus account.

See below for each of these options:

Request a Parent Signature

For this step, the parent will need to log into their Hi Rasmus account and follow the prompts to sign the notes. For more information on how to sign as a parent, click HERE

Collect a Parent Signature in the Moment

For this step, the user completing the note can collect the parent signature directly from the user's device.

🎥Watch: How to Request Parent Signature to Display in Aloha

⚠️The parent must be a Hi Rasmus Parent User for their signature to populate on the note in Aloha.

Steps to Request a Parent Signature to Populate in Aloha

💡Manager-Level users will need to complete these steps.

💡The Parent will need to log into their Hi Rasmus account to sign the notes.

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.

Navigate to the Client Profile [Clients] >> Select the Client Name >> click the [Client Information] Tab
Click the custom client information field, and a dropdown of users will appear.
Select the correct caregiver name
Scroll to the bottom, click [Save]

4. Add an additional signature to the note template

Navigate to your organization's note templates [Settings] >> [Templates] >> [Notes]
Click into the correct note template
Under the [Signatures] section, select [Require signature from additional people]
Select the Custom Client Information field you created (for example, Caregiver).

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 parent must log into their Hi Rasmus account to sign the note for the signature to populate on Aloha.

💡For more information on how to sign as a parent, click HERE

Steps to Collect the Parent Signature in the Moment to Display in Aloha

💡Manager-Level users will need to complete these steps.

💡Upon completing these steps, the parent can sign the user's device.

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.

Navigate to the Client Profile [Clients] >> Select the Client Name >> click the [Client Information] Tab
Click the custom client information field, and a dropdown of users will appear.
Select the correct caregiver name
Scroll to the bottom, click [Save]

4. Disable the [Sign & Send to PM] Privilege in User Privileges

Navigate to [User Privileges]. [Settings] >> [Organization] >> [User Privileges]
Under [Activities], unselect [Sign & Send to PM] across all users. This will prevent your note from sending to Aloha before the parent signature is collected.

5. Disable [Require signature from additional people] on the Note Template

Navigate to [Notes]. [Settings] >> [Templates] >> [Notes]
Click into the note template you would like to edit
Uncheck the box that reads, [Require signature from additional people]

Click [Save]

Steps for the User Completing the Note and Collecting the Parent Signature in the Moment

📹 Watch: Steps for the User Completing the Note and Collecting the Parent Signature in the Moment

1. Run your session and collect data

2. Complete the note template

3. Click [Sign and Save Session Note]

4. Sign the Note

5. Click [Sign Now]

6. Click [Request Signature]

⚠️If you select [+ ADD SIGNATURE] the signature will not display in Aloha.

7. Click the second box and select the parent name from the drop-down menu.

8. Click [Request]

9. Click [Pending Signature] above the parent name

10. Have the parent sign the device.

11. Once all signatures are collected, scroll to the top and click [Send Now] to send the note with signatures to Aloha.

12. Now the parent signature will display in Aloha.