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Configuration Options for Organizations

Overview

During implementation, organizations can tailor their Ankota options to their needs through configurations. Below is a list of the most common configurations. 

 

To request changes in the default configurations, review the list below, then provide the complete list of requests to your Ankota implementation specialist at the start of your implementation period. Please note this list is for current/new environments. Longstanding customers may have legacy configurations.


Note: for more information on mobile app features and configurations, see the Mobile App Admin Perspective.


This article includes information for configurations on:

Action Center Management

Adding a URL link to Ankota

Available Shifts

Billing & Payroll Rules

Clock-in/out Management

Mobile App Management

Nurse Access

Text Notification Management

Visit Approval Dashboard

 

Action Center Management

Any of the Action Center notifications below (all defaulted) can be shown or hidden in the following list:


Adding a URL link to Ankota

A link to your organizations website and/or other external data programs can be added to your system.  Please reach out to support@ankota.com should you wish this option added.


Available Shifts

Available shifts, where caregivers can view uncovered visits for the next 3 days and pick the visit(s) up, is a defaulted option in Ankota. Available shift options are as follows:


The rules which govern available shifts are similar to the Find Matching Caregivers feature:


Billing & Payroll Rules

Most billing rules for organizations with Medicaid will be set to match the state's requirements. In some cases, usually private pay, other options are available. These settings are decided by each organization in consultation with their implementation specialist. Let's review some of the most commonly desired billing and payroll options below.


Bill / Pay No more than Scheduled Duration or Bill Actual Time

Another option (or series of options) is to choose whether to bill or pay actual time, or only bill up to (no more than) the scheduled duration. This setting is typically set by an organization's implementation specialist, and is a foundation setting for your system.


Rounding Rules

Billing and payroll rounding rules normally match the state's requirements and are set by Ankota. In situations where adjustments are needed, you can adjust rounding rules on an organization or visit plan category level.


For example, the state Medicaid rule may be to round to the nearest 15 minutes, so the system billing rounding rule will be set to match that. 


But if the same organization also has private pay clients, they may request a unique billing and/or payroll rounding rule for that category, such as rounding up to the nearest 30 minutes for their private pay clients (both bill and pay).


Billing / Paying by Authorization

One common way to manage billing and/or payroll is to limit billing to the total authorization at a system level (affecting all payers). This is done through a system setting, typically by your implementation specialist. If desired, e can be made at a visit plan category level instead, so that there is an overarching rule for Medicaid, but an exception for private pay, for example. Most often, only billing is limited by authorization.


As a secondary layer of authorization management, additional authorization rules can be added at a client authorization level, as in the screenshot below. This second layer ensures that if billing and/or payroll is limited by authorization, additional limits (daily, weekly, or monthly) can be added on top of the main authorization. 


Billing/Payroll Exceptions

In addition to the options above, the following billing and payroll adjustment options are available:


Clock-in/out Management

Clock-in/out management (caregiver clock-in/out) has the following options:


Mobile App Management

The mobile app has many sections, and options within those sections. Mobile app options can be adjusted to:


In particular, there are critical features for the mobile app:


Nurse Access

Nurse access has the following options:
 


Text Notification Management

Ankota has many text notification options in addition to chat via the mobile app. These options are:


Visit Approval Dashboard

Visit Approval Dashboard Warnings are for administrators to ensure that visits with issues can be reviewed and adjusted as needed. In Ankota, the Visit Approval Dashboard warnings can be adjusted for: