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Nurse Access in Ankota

Overview

Nurses have a number of options in Ankota. If desired, they can be given permission to create their own visits for organizations that allow nurses to manage their own schedules in the mobile app. To fill out forms, the forms can either be accessed via the mobile app, or via ankota.net on the client's Documents tab. 


See below for an outline of the available nurse options and requirements. 


Scheduled or Unscheduled Visits

Depending on your company's needs, nurses can either have regularly scheduled visits (like most caregivers), or they can be given permission to schedule themselves for their assigned clients. The second option is an excellent one for organizations that want nurses to manage their own schedules. 


For scheduled visits, simply schedule nurses' visits as needed, the same way you would schedule other caregivers.


For unscheduled visits, admins will need to do the following:


For more information on the Assigned Caregivers function, click here.


Documents via the Mobile App

Documents via the mobile app is the newest and easiest way for nurses to access their documents. There are a few steps to ensure these documents can be seen:


To request a missing document, simply contact an Ankota specialist and provide an original version of the form you need in the system. Simple in-house forms can usually be built in just a few days.  More complex forms, such as state forms that must be a fillable PDF and require data to flow through into Ankota, will typically require development and a longer timeline if they are not already part of the Ankota system.


To ensure the document is assigned to the correct visit type, simply check the visit type's Documents tab and check the box in column 1 for the forms you wish to be visible for this visit type.


To use the mobile app for visits, simply clock in and out as usual. Here is the caregiver guide to the mobile app.


Online (& Offline!) Documents in the Mobile App

To ensure visit data and documents are available, saved, and then delivered back to the office, even when caregivers are offline most of the day, there are a few key steps.


To successfully use documents in the mobile app,


Documents via Ankota.net Admin Access 

Some organizations have nurses access documents via the administrative ankota.net portal. 


Documents for nurses via the administrative ankota.net access require the following:


To request a missing document, contact an Ankota specialist and provide an original version of the form you need in the system. Simple in-house forms can usually be built in just a few days.  More complex forms, such as state forms that must be a fillable PDF and require data to flow through into Ankota, will typically require development and a longer timeline if they are not already part of the Ankota system.


To ensure documents can be seen by nurses on ankota.net, ask your Ankota specialist to confirm the documents' permissions, the nurse's template access, and the nurse admin log-ins.


To fill out forms in ankota.net,