Auto-send notes after additional signature
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Megan Webb
For RBT notes that require a supervisor signature, the notes are not being sent to aloha after the supervisor signs. Once the supervisor signs, the notes disappear and the BCBA does not get an option or notification to transfer it to aloha. It would be helpful to either automatically transfer it to a linked appointment or give the supervisor the option to send it when they sign without the BCBA or RBT having to go to a separate tab and remember to send the note later on.
Jenna Simard
Merged in a post:
Set Sessions to Auto "Send Now" when All Required Signatures Collected
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Paul Hanhan
Right now, when sessions notes only require a signature frrom the User generating that note, when that user signs their note it automatically "Sends" the completed session note to the integrated scheduling program (e.g. Lumary, Aloha, etc). It would be helpful if session autocompleted when non-user's enter their signatures as well.
For example, when a User provides a telehealth service and sends a signature request to the client/caregiver receiving that telehealth service, it would be helpful if the session auto-"sends" once that client/caregiver adds their signature. Right now, the user needs to check back on that session note frequently to manually "Send" it.