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Adding Calendar Holidays

Overview

Calendar holidays can be entered in your Ankota environment well in advance. You can either enter them for the next several years, or simply enter them one at a time. These registered holidays in your system are how your holiday care codes determine what days to apply holiday billing or pay (usually for private pay), so if your company pays or bills holiday rates for private pay or other visit types, it is essential to add holidays to your Ankota calendar. This is normally done for your first year during implementation, but subsequent years do need to be manually added in each year.

Adding Holidays for the Next Calendar Year

To build the list of holidays,

  • Click on Settings, then Organization Detail

The Settings menu is expanded showing two options: "Batch Scheduling Capability" and "Organization Detail," with the latter highlighted in red.

  • Under Organization Details, click the Calendar tab

The Organization Detail page displays multiple configuration tabs including Organization Details, Billing Configuration, Interface Configuration, and Configurations, with a secondary row of sub-tabs where the Calendar tab is highlighted in red.

  • Scroll down to Days/Time Off
  • Select the appropriate Calendar Year through the drop-down box, then click Add Day Off

The Days/Time Off section of a configuration page displays a calendar year selector set to 2021 with a red dropdown button, and an "Add Day Off" button below it for adding vacation, personal, or holiday days to the system.

  • A pop-up window will appear. Enter the holiday name, date, type, and duration. For most all-day holidays, this will be holiday type Major, Full day. 

The "Add Holiday" dialog displays form fields for creating a new holiday entry, including Holiday Name ("New Year's Day"), Holiday Date ("01/01/2020" with a calendar picker), Holiday Type (dropdown set to "Major"), and Holiday Duration (dropdown set to "Full Day"), with a blue "Save" button at the bottom.

  • For partial day holidays, such as New Year's Eve, you will set this holiday type as Minor, Part Day, with the starting time when billing and payroll are affected through midnight.

The "Add Holiday" dialog box displays fields for creating a new holiday entry with Holiday Name set to "New Year's Eve", Holiday Date set to "12/31/2020", Holiday Type set to "Minor", and Holiday Duration set to "Part Day" with start and end times of 06:00 PM to 12:00 AM. A Save button is located at the bottom left of the form.

Don't forget to set your December reminder to add your calendar holidays to Ankota if you do this on an annual basis.

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