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Navigating and Understanding Ankota Software
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5
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Ankota Training Overview
The Main Menu
Logging in to the Ankota System for the First Time
The Dashboard
Profile Access
Onboarding
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5
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Understanding Roles and Templates
Data Uploads
Configuration Options for Organizations
Caregiver Training Information
Data Entry - Banned Characters
Client Management
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18
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Adding a Client (Demographics)
Care Plans
Adding a Referral Source
Master Contact Setting
Assessment Visit
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Caregiver/Staff Management
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24
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Adding an Administrator
Setting Availability
Messaging a Caregiver via Telephony or Mobile App
Changing Employee Status (Former Employees)
Setting A Template - Permission Creation or Update for Staff and Caregivers
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Scheduling
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14
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Articles for Schedulers - Index
The Scheduling Board
Calendar-Based Scheduling
Creating Visits from Patterns
Skills
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Billing
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23
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Billing Workflow
Ensuring All Visits Are Closed
Adding a Billing Adjustment
Calculating Billing
Billing Report - Completing Invoices
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Payroll
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6
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Setting Pay Rates
Calculating Payroll
Adding a Payroll Adjustment
Payroll Reports - Completing Payroll
Downloadable Payroll Reports
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Actions/Requests
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2
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Action Center Communication - Notes for Profiles & Messaging Staff
Action Center Notifications
Visit Management
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11
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Daily Adjustments
Manual Visit Entry
Visit Approval Dashboard
Closing "On Hold" Visits
Canceling Visits (Visit Screen)
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Reporting
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6
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Client Detail Printout
Authorized Service Warning Report (Titration)
Authorized Vs. Delivered Services Report
Timesheet Approval Report
Favorite Reports
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Mobile App
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3
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Adding a Caregiver to the Family Mobile Application
Legacy Mobile App
The Ankota Caregiver Mobile App - Admin Perspective
Support/Troubleshooting
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7
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Clearing Browser Data (Outdated Settings Solutions)
Troubleshooting Telephony
GoToMeeting
Support Contact Information for Medicaid, Clearinghouses, and More
Lightshot for Screenshots
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Private Pay
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2
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Private Pay Workflow
Clearing Your Browser Cache (Formatting Issues or Blank Pages/Tabs)
Webinars
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4
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Supporting Caregivers During EVV Troubles (June 5, 2019)
Digging into Data: Part 1 (July 10, 2019)
Digging into Data Part 2: The Power of the Pivot Table (August 14, 2019)
Providing Web Access for Your Caregiver (November 20, 2019)
Community
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1
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Introduction to A Home Care Community!
State-Specific Guidance
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19
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Colorado Workflow
Florida Workflow
Georgia Workflow
Idaho Workflow
Illinois Workflow
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Aggregators, Clearinghouses, and State Portal Guides
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16
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Choosing NetSmart Reason Codes
Missouri EMOMED Billing in Ankota
Conduent Clearinghouse Functionality with Ankota Files
New Hampshire Workflow
Availity Clearinghouse Functionality with Ankota Files
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