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Client Addresses

Overview

Addresses can be managed in Ankota a variety of different ways. Addresses can be added (multiple times if needed), changed, retroactively changed, and even auto-coded in some cases.


This article includes the following sections:

Enter Address

Add/Change Address (Automatic)

Change Address (Manual)

Setting up Multiple Addresses

Georgia Second Address Automatic Reason Coding


Enter Address

Setting the address is part of the standard client and caregiver set-up. Client registration for the address usually looks like this:

Additional addresses can be entered manually in the profile:


In the case of clients, address changes are critically important because visits may not be billable if they are billed with the wrong client address.


Add/Change Address (Automatic)

If you need to edit an existing address, simply click the address (street address) and open the address pop-up, then correct as needed. If visits are already scheduled, you will get a question regarding changing future visits to the new primary address.   Normally you will want to accept this offer and change future addresses. IMPORTANT NOTE: If there are visits in the past at this new address, you must manually change affected visits. See next section below.


Change Address (Manual)

To manually change the address of past (or future) visits,




Setting Up Multiple Addresses

To set up multiple addresses, follow these steps:



Georgia Second Address Automatic Reason Coding

Currently, if Georgia clients have a second approved address, Tellus is accepting the visit, but then marking it as Unmatched in the Work List. So even though the expected location matched the actual location, if the location isn’t what Tellus expected, it gets flagged.

 

To simply this process, Ankota has built a care code that automatically reason codes these visits to ensure approval (9134). In other words, by putting in a second approved location into the client's profile, Ankota understands you have preauthorized the second location, and Ankota will reason code the visit as a result to ensure Tellus will accept the visit without issue. 


Here’s how it works: