Family Access / Authorized Representative Access
Overview
Some clients like to offer a family portal to their clients' contacts, which, despite its name, can be used by any authorized representative (not just family). The basic ideas is when a contact is added to a client, you can choose to grant that contact authorization to log into the system and view the schedule and care tasks for that client. This access is available through ankota.net to documented client contacts who have been assigned a log-in.
Please note that to have access to this function, first the function must be turned on, then the authorized representative must be added as a caregiver with an ankota.net log-in, and finally the caregiver must be assigned the appropriate Family Access template. See below for further details.
Quick Reference Guide for the Ankota Family Portal_.docx
Creating Family Access
First, reach out to Ankota Support to request that a Family Access or Auth Rep template be created and assigned to your environment. Your family access portal will not work without configuration from the Ankota team.
Once that is configured, you may create the new client contact with the new Family Access template.
To do so,
- Log in to your environment
- Open the client's profile
- Click the Client Contact tab
- Click the Add New button
- Then add the client contact's role as Authorized Representative
- Add the person's name
- Save
- REOPEN
- Click the User Settings tab
- Assign the User Name (mobile app log-in name: should either be the email OR a username + your Ankota name, like sharon.abc if ABC is your organization log-in), password, and also confirm the password
- Notify the family member or authorized representative of the mobile app log-in name, password, and the ankota.net log-in location
Using the Family Portal (ankota.net)
The family member or authorized representative should log into the family portal at ankota.net with the assigned user name and password (such as sharon.abc / password in the example above). The user can then view each visit, the calendar, and even email the agency from this portal.
Initial Log-in
The initial log-in shows the latest visit including the status of tasks/care plan items. If there are more visits, you can click the "View Next Visit" button at top. (If there are no more visits, it will indicate this.) To view past visits, you will click the View Previous Visit button at bottom.
To email the agency, you will click the email icon at top. You will see a list of contact options which you can select, enter a message, and click Send.
Calendar
To switch to the calendar view, you will click the paperwork icon at top:
To view further details, click the calendar visit to get a pop-up:
