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Onboarding
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5
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Getting Started with Ankota
Logging in to the Ankota System for the First Time
Quick Reference Guide for Learning the System
Setting User Security
Understanding Roles
Navigating and Understanding Ankota Software
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2
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The Main Menu
The Dashboard
Client Management
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12
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Adding a Client
Creating a Care Plan & Selecting the Care Plan Category
Editing a Care Plan
Completing Forms for Visits
Assessment Visit
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Visit Management
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8
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Using Telephony (Caregivers)
Visit Approval Dashboard
Closing "On Hold" Visits
Canceling Visits (Visit Screen)
Deleting Visits
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Caregiver Management
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9
)
Adding a New Caregiver
Setting Caregiver Availability
Adding an Administrator
Changing Employee Status (Former Employees)
Adding Employee Start and End Dates
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Scheduling
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5
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The Scheduling Board
Creating Visits from Patterns
Scheduler Daily Workflow
Visit Edit Screen Shortcuts
Calendar Based Scheduling
Reporting
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4
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Finding and Generating Reports
Client Detail Printout
Authorized Vs. Delivered Services Report
Authorized Service Warning Report
Billing
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13
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Billing Workflow
Completing Invoices
Adding a Billing Adjustment
Ensuring all Visits are Closed
Calculating Billing
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Payroll
(
3
)
Setting Pay Codes for Employees' Rates
Calculating Payroll
Adding a Payroll Adjustment
Settings/Configurations
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2
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Setting Bill Rates
Setting a New Care Plan Category
Mobile App
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4
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Saving the Mobile App Icon on Your Mobile Device (iPhone and Android)
Adding a Caregiver to the Family Mobile Application
Using the Mobile App
Resetting GPS (Geo Location, Share Your Location, etc) on the Mobile App
Support/Troubleshooting
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5
)
Troubleshooting EVV (Caregiver can't clock in)
Troubleshooting Telephony
Troubleshooting the Mobile App
Clearing Browser Data (Outdated Settings Solutions)
GoToMeeting
Manual
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1
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Manual
Webinars
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6
)
Supporting Caregivers During EVV Troubles (June 5, 2019)
Digging into Data: Part 1 (July 10, 2019)
Digging into Data Part 2: The Power of the Pivot Table (August 14, 2019)
Calendar-Based Scheduling in Ankota (August 29, 2019)
How Missouri's Federal EVV Plan Affects Your Agency (November 11, 2019)
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