Ankota Training Overview

Preface

The Ankota HelpSite includes a large collection of articles. This article links you to articles on the most critical functions of Ankota software, in addition to listing some of the most commonly used and loved features. If you study and learn the concepts outlined below, you'll be an effective administrator in your Ankota environment capable of handling any basic function, as well as some advanced ones. Please note some administrators, such as Billing and Payroll specialists, may need to focus only on their applicable sections. Additional resources are available in our Ankota YouTube channel and in our Podcast. If you prefer video, skip straight to the Quick Launch section (and be sure to read through your state guide for additional details on your state's requirements).

Please note that Ankota has a train-the-trainers model. This means that after your initial training, your administrative team will train all subsequent hires.

Fundamentals

The following fundamental articles will be of use to you:

Please note watching the quick launch videos will allow you to better follow your training sessions, or even skip the basics entirely.

Caregivers & Clients

In order for caregivers to be able to clock in and out, they only need a profile with their names and log-ins for telephony and the mobile app. Most agencies, however, will want a little more. The article below will help guide you through the process of creating basic profiles with the most typical needed data.

Caregiver Demographics
(if needed) Caregiver Shifts in Ankota

Clients require slightly more information in the system in order to ensure you are matching state requirements and to ensure visits are created and assigned. The following articles will walk you through all the key processes.

EVV Training

This caregiver-focused resource makes EVV training easy. It provides all the details of telephony and mobile app usage as well as downloadable PDFs and videos of the process. This website is separate from the regular administrative HelpSite and can be shared directly with caregivers.

Caregiver Training Information (for admins - including draft email)
Caregiver Resources HelpSite (for caregivers)

Daily Office Management

After you have built in the foundations of client and caregiver data, you'll be focused more on scheduling adjustments and corrections. The following articles will help guide you through your daily visit and caregiver management.

Billing and Payroll

When the Visit Approval Dashboard is regularly addressed, billing and payroll are simple, elegant processes. The AR Screen also provides a broad overview of billed categories as well as a breakdown of client balances, from top level categories all the way down to the invoice level. The following articles will guide you through billing and payroll.

VIDEO

Basic Billing Quick Launch

PREPARATIONS

PAYROLL

Calculate Payroll (creating draft invoices)
Payroll Report (completing your drafts & accessing historic payrolls)
Downloadable Payroll Reports
Adjustments for Payroll

BILLING

Calculate Billing (creating draft invoices)
Billing Report (completing your drafts & accessing historic invoices)
Downloadable Billing Reports

Managing Payments

AR Screen (overview)
Posting Manual Payments
Uploading 835s/Remittance Advice
Collections Report
Exceptions Report (to view 835 exceptions)
Adjustments for Billing

Continuous Education

While the Ankota HelpSite has dozens of articles for continuing education, the following articles may be of particular interest:

Transportation Management (Mapping) - excellent for Adult Day pick-up services or scheduling multiple nurse visits
Skills
Mobile Chat
Send Message from Caregivers Page
Setting Availability
Action Center
Completed Visit Reports
Travel time, Travel miles, and Errand miles
Your State Workflow or your Private Pay Workflow

Quick Launch

For staff that wish to preview or review concepts, Quick Launch videos may be of interest to you. This section is new as of fall 2021 and will be expanding.