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Client Management
Adding a Client (Demographics)
Care Plans
Adding a Referral Source
Master Contact Setting
Assessment Visit
Changing Client Status
Authorizations
Separating a Billing Address from a Service Address (Set Contact as Payer)
Setting A New Care Plan Category
FOBs Usage
Client Addresses
Preventing Caregiver/Client Assignments ("Banning" Assignments)
Placing Clients On Hold / Hospitalization & Incident Reporting
CRM Status for Prospect Management
Client Profile Overview & Notes
Primary Diagnosis Code
Client Registration Tabs & Fields
Consumer Direct Options in Ankota
Adult Day Health Care (ADHC)
Service Location
Send Message or Text to Client Contact from the Master Contact Page
The Ankota Financial Management Services (FMS) App for Self-Directing Clients
