Session note settings

Pick lists#

ABA session notes ask your clinic's shared pick lists in their Pick lists section, like every other discipline's notes. Choose the ABA session note templates on a list to ask it on ABA notes only.

Note elements#

Open Setup > Note elements. The top of the page holds the elements every discipline shares, such as start and end times (see Note elements); until your clinic saves its own list, ABA notes require all of them. Below, the ABA session notes section chooses what an ABA session note must also carry before it can be signed:

• ABA session notes: the ABA elements every note checks, such as people present, targets worked with data and the plan for the next session.
• ABA payers with their own list: click Add Payer, choose the payer and its elements. For that payer's sessions, its list replaces the one above.

Until you save, every ABA element is required. Changing the ABA section needs the ABA: Settings Manage permission.

Require Check note before signing#

Requiring Check note before signing is a setting of every discipline: turn on Require Check note before signing for ABA under Note checks and AI narrative in Documentation rules. It never holds a session note while AI note audits is off, no AI guideline rule covers the note or the learner is opted out of AI.