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Favorite Reports

Overview

There are many reports in Ankota, but in terms of specific reports to evaluate closed visits, the following reports are likely your best bets. 

This article includes:


Billing Reports


The AR Screen - Client Detail Report

The AR screen has many report options, but the most detailed is the Client Detail Report, which provides payment status, deposit date, invoice number, and more.


To access the AR screen's Client Detail Report,


Note the checkboxes allow the following options:




Collection Reconciliation Report

The Collection Reconciliation Report (Billing/Payroll --> Billing Detail Reports) is another excellent report that features the exception codes provided in 835 response files along with payments.



Download Billing Visits Report

For a simple excel breaking down each visit, go to the Billing Report page, select completed billings, and click the Download Billing Visits export.


Caregiver Reports

Caregiver (Attendant) Report

The Caregiver Report includes an overview of the caregiver's profile information Including: Name, DOB, Address, etc. 

Note: Contact Support if you would like the Social Security Number to show on this report. It will only be added by request. 

To view Social Security Number check the box Include SSN in the Report.

To find the report,



Caregiver Calendar

The Caregiver Calendar is commonly used to print for the caregiver, so they have a paper sheet of the scheduled board.



Caregiver Closed Visits

The Caregiver Closed Visits report shows total hours worked for closed visits including overtime and pay per hour by caregiver.


HR Requirement Expiration Report

The HR Requirement Expiration Report shows requirements from HR that have expired. This is based off of the caregiver's profile in the HR skills section.

Skills Report

The Skills Report is a great report to see a list of caregivers and what their skills are. This is pulled from the Client's Detail/ Profile. Skills such as experience with a Hoyer Lift, Spanish, etc. will show checked for caregivers that have those skills.


Recap by Caregiver

The Recap by Caregiver will give you the hours per week completed vs the hours of the last week. Note: .25 minutes means 15 minutes. 


Visits Report Caregiver Mailing Address

The Visits Report Caregiver Mailing Address provides the caregiver's address in a list for mailing purposes. This address is updated in the caregiver's profile. 


Weekly Schedule Report

The Weekly Schedule Report shows by week what caregivers are working, with which client and times. It's a more listed version of the Caregiver Calendar Report.

Client Reports

Care Plan Printout

The Care Plan Printout includes an overview of the client's care plan. 

To find the report, 


Visit Report Printout

The Visit Report Printout, sometimes listed just as the Report Printout, is a PDF format showing basic visit data, the closure method, visit approval reason and notes, and the signatures (if provided).

To find the report, 

As with most reports, the desired information can be filtered, then exported. To create the reports, filter as needed, select all, then click the Create Reports button.


Then a separate form is built for each individual visit. You can either click View Report individually or you can select all reports and then export a single PDF of all Visit Report Printouts. 


EVV Timesheet/Care Plan Completion Report

The Care Plan Completion Report breaks down all the Care Plan data AND notes on the visit in PDF format. This includes visit status, date and times, duration, worker name, visit type, billable units, EVV method, and care plan items. In addition, you can select any of the following: 



Note that if the care plan item's optional "include value in care plan completion report" box is checked when the care plan item was created, the value (Completed, Not Needed, Refused, another drop-down value, or the write-in value) will be reflected in the Care Plan Completion Report. Care plan item creation/adjustments can only be done by Ankota, so reach out to Ankota if you want values to be available in the report.


To find the report, 

As with most reports, the desired information can be filtered, then exported. PDF is the recommended format for this report.

This report is not defaulted in all environments, so reach out to Support if you need this configured. 


If you are looking for information on retroactively reporting care plan items, check out Rework, Missed Visit, and On Hold Functionality | Ankota Help Center (helpsite.com).


Live Client Calendar with Monthly Email

The live client calendar allows admins to email the monthly calendar to clients.

To find the report,

Note clients must have emails assigned to them in order with consent selected to receive this email.

Data Reports


Visit Data Warehouse

Normally, the reports above will cover all your needs. However, at times, you may want raw visit data for billing purposes, in which case the Visit Data Warehouse report may be better suited to your needs. This report is perfect for pivot table use because of its extensive data.

To find the report, 

As with most reports, the desired information can be filtered, then exported. Excel is its best format. 


EVV Audit Report

The EVV Audit Report, sometimes listed just as the Audit Report, breaks down all the EVV data on the visit in Excel format. This includes department, day, date, times, durations, GPS data, EVV form (mobile app, telephony, or none/manual), modification information, error/violation details, approval information, and more.

To find the report, 

As with most reports, the desired information can be filtered, then exported. Excel is its best format.


NOTE: This is an excellent document to pivot table and filter by caregiver name, expected duration, and actual duration in order to calculate which caregivers tend to go long over their authorizations and which ones tend to underserve their clients. 


Pivoted excel table:


Visit Type Breakdown by Scheduler Report

Some customers may wish to break down their scheduler's workloads, which is available in this report. Any admin who schedules a visit will be show in this report, along with a total count of each visit type scheduled and a final total line. 

To find the report, customers before July 2022 will need to request the report.

Later customers can find the report as follows:


Care Plan Items Status/Notes Export

This report shows the client, caregiver, arrival and departure, and all care plan items and their values. (The value could be "complete" or, if it is a textbox entry, the full text of the caregiver's entry. For example, in the textbox entry for "Blood pressure" it might say 120/80).

Private Pay Reports

Create Private Pay 100 Form

Private pay customer may have a need for an internal audit form or may be required to provide one to the state. The PrivatePay100 form serves this purpose well. In particular, it is excellent for nurse review of completed visits and care plan items, as the nurse can review the week's form and sign it. This document can then be saved to the client's personal Ankota profile on the documents tab.

To access this form, request the Private Pay 100 form to be added to your system.


To include nurse signature:


Various

Reports View: FOB Report



Message Log

This page tracks all outgoing messages via the caregiver search message (found on the caregiver's page) and FamilyCast. Click here for more information on the send message function in Ankota. If you do not see this page in your environment and would like it configured, please reach out to Ankota support to request it.


To access this report (once it is configured),


This is what the page will look like:


Client Contacts Report

This page provides a list of client contacts including name, phone#, email, address, and relationship type. You can find this information listed under the client's profile under the client contacts tab.

To find this report,


Reports View: Clients with Assigned Providers and Visit Types

Some customers may wish to break down their clients by assigned providers(caregivers) and visit types, which is available is this report. This report is not automatically defaulted in all environments, please reach out to Support if you wish this configured. 

To find the report,

Graphical user interface, application Description automatically generated


Visit Type Breakdown by Scheduler Report

This page breaks down who scheduled how many of each visit type, and can be added as a page under a main module as requested.


The report will look like this:


Adult Day Attendance Report

The Adult Day Attendance Report breaks down attendance for clients as follows:


This report is available in the Adult Day section.