Ankota Caregiver NextGen Mobile App

Overview

Caregivers can clock in and out through the Ankota Caregiver NextGen mobile app. This walk-through explains how to use the Ankota Caregiver NextGen mobile app and Ankota telephony.

Important notes:

Download the app from the Play Store on Android or the App Store on iPhone. For a more detailed walkthrough, view How to Download the Ankota NextGen App.

Clock in or out using telephony or the mobile app for any client, and different methods may be used for different visits, but telephony and the mobile app cannot both be used on the same visit.
ankota.net/employee can be used in a browser if there are issues with the downloaded mobile app.
Only sections that the organization has chosen to use will appear in a caregiver's profile, so not all sections listed below may be visible.
The old version (Ankota Caregiver App) will be removed effective September 1, 2025.

Caregiver Video & Manual

The basic caregiver video is in progress and not yet released.

Ankota is highly customizable. Admins may configure different functions in each environment. While this article walks through common functions of the mobile app, some settings or options may differ.

Index

This article includes:

Mobile App Operations
- Log-in
- Visits
- My Clients (Create Your Own Visits)
- Available Shifts
- Notification Center
- Visit History
- Rework, Manual on Hold Closure and Missed Visits
- No Show Reporting
- Chat
- Payroll
- Documents
- Calendar
- Settings (Including Adding your own Availability)
Mobile App Resources
Troubleshooting

Mobile App Operations

Log-in

Arrive at the service location.
Open the Ankota Caregiver NextGen app.
Change the language if needed.
Enter Username and Password.

Username and Password are set up by the Administrator.

Typical Password requirements:

Must be between 6–11 characters long
Capital letters are not required but can be used
Special characters and numbers are optional
If a special character is used, only "." and "!" are accepted

Login page with "Welcome back!" heading, Email or Username and Password input fields, a "Forgot password?" link, a blue "Log in" button, and a FaceID authentication option below. A language selector with US flag is visible at the top, and version 4.0.3-s001 is shown at the bottom.

For a more detailed walkthrough with screenshots, see the Ankota NextGen Log In article.

For Two-Factor Authentication, see the Two-Factor Authentication article (in progress, not yet released).

The Ankota Caregiver app home screen displays six main menu options as tappable cards: Calendar, Documents, Weekly Hours, Payroll, Availability/My Hours, and Settings, each with a corresponding icon.

Visits

Initial Access

In Visits, a list of visits for the day is shown. The date range can be changed to see a larger time period.

This is the Ankota Caregiver home screen showing a dashboard with five main menu options: Visits (highlighted with a red border), My Clients, Weekly Hours, Calendar, and Settings. Each option is presented as a card with an icon and label, and the page includes a greeting "Hello, Support" at the top with notification and message icons.

For a more detailed walkthrough with screenshots, see the Initial Access to Visits article.

Reporting Arrival

To clock in, click the Clock In button.

The My Visits screen displays a scheduled patient visit card for "Patient Test" on 08/06/2025 from 11:50 AM to 12:00 PM at a main street address, with action buttons for Clock In, Cancel Visit, and a No Documents indicator, along with links for Get Directions, Notes and Info, and View More Details.

Once Clock In is pressed, accept the time.

The Clock In confirmation screen displays the recorded clock-in time of 9:52 AM for a "Patient Test" appointment scheduled from 11:50 AM to 12:00 PM, with "Ok" and "Cancel" buttons to confirm or reject the time entry.

A message confirms arrival and shows the expected departure time. After accepting, a green check mark confirms arrival.

Clock In confirmation screen showing a successful arrival recording at 9:52 AM with a checkmark icon and current visit duration timer displaying 00:00 hours minutes, with a blue Home button at the bottom.

For a more detailed walkthrough with screenshots and to add a Break, see the Reporting Arrival article.

Reporting Departure

To clock out, click Visits and then Clock Out.

The Ankota Caregiver app displays a visit detail card for "Patient Test" scheduled on 08/06/2025 from 9:52 AM to 10:02 AM at 301 main st, showing action buttons including a red "CLOCK OUT" button, "Add Break" button, and "No Documents" status, along with options to get directions and view more details.

Once Clock Out is pressed, accept the time. A confirmation message appears.

The Clock Out screen displays a patient appointment (Patient Test) scheduled from 09:52 AM to 10:02 AM with an expected 24-minute duration, current departure time of 10:16 AM, and a blue "Clock Out" button to complete the caregiver's shift checkout.

Report care plan items as needed. Swipe right if tasks were confirmed by the client.

The Clock Out screen displays a text area for additional notes (0/4000 characters), two toggle switches for confirming homemaker service receipt and visit time verification (09:52 AM to 10:16 AM), and "Add Photo" and "Submit" buttons at the bottom.

Collect signatures. Client signatures can be collected via voice or signature pad. The Submit button will not work until signatures for caregiver and client are collected.

The Clock Out screen displays two signature capture areas with handwritten signatures, each accompanied by Clear, Accept, and Show pad buttons. Below the first signature area are additional options for "Voice Signature" and "Participant Not Available," while the second signature area includes "Add Photo" and "Submit" buttons at the bottom.

Report concerns if needed. Report errand miles (may not be configured per Admin request).

Confirm clock out by clicking Submit. Once the success message appears, navigate back to the home page.

Clock Out confirmation screen showing a successful departure recorded at 10:16 AM, with a checkmark icon and display of current visit duration as 00:24 hours minutes, plus a Home button at the bottom.

For a more detailed walkthrough with screenshots, see the Reporting Departure article (in progress).

For a more detailed walkthrough of voice signatures, see the Ionic Voice Signature article (in progress).

Offline Mode

The ability to work offline in the mobile app is useful for caregivers who may work in low bandwidth areas. Log in to the app in an area with good signal/bandwidth (home, office, or anywhere before the visit begins). Once logged in, all visits for the day will load, and the caregiver can complete visits at the service location. All details of the visit are recorded as they are entered. Once back in an area with appropriate signal/bandwidth, all recorded information is sent to Ankota.net after logging back into the app.

Contiguous Visits

Back-to-back visits may show as one or two visits depending on the organization's preferences. If it is one visit, the caregiver clocks in and out once.

My Clients (Create Your Own Visits)

Some caregivers, typically nurses or consumer direct caregivers, are given permission to create visits as needed. To clock in for an approved client, log in to the mobile app, then click My Clients (this section may have a different name depending on the organization).

A list of client options based on approved clients is shown.
There may be an option to see non-editable PDF versions of patient files (per Admin request).
Click Clock In next to the client's name to create a new visit.
Complete arrival as usual.
Clock out either under My Clients or under Visits following the usual procedures.

Note: If no clients appear in the My Clients section, special permission has not been granted. Speak to a supervisor if this option is expected.

For a more detailed walkthrough with screenshots, see the Create Your Own Visits article (in progress).

Available Shifts

The Available Shifts feature shows shifts that have not been picked up for the day. There is an option to Accept or Decline available shifts.

Note: If Available Shifts is not visible, special permission has not been granted. Speak to a supervisor if this option is expected.

For a more detailed walkthrough with screenshots, see the Available Shifts article (in progress).

Availability/My Hours

The Availability/My Hours feature (not to be confused with Available Shifts) allows caregivers to enter their preferred working hours and submit time-off requests.

Note: If Availability/My Hours does not appear, access has not been granted. Speak to a supervisor if this option is expected.

For a detailed walkthrough, see the Availability/My Hours article.

Rework, Manual on Hold Closure by Caregiver and Missed Visit Functionality

When caregivers do not complete their visits, there are two options.

For caregivers who do not schedule their own visits, visits can be sent in a Rework status in the Visits section so the caregiver can rework the previous visit. The caregiver cannot change the times of the visit when sent for rework. It is recommended the caregiver put actual arrival/departure times in notes.
For caregivers who do not schedule their own visits, a visit can be moved to On Hold status and sent back to the Visits section so the caregiver can rework it. The visit shows at the top of the page under My (Scheduled) Visits. There the caregiver will clock out and report departure time, care plan items, and signatures if needed.
For caregivers who schedule their own visits, missed visits can be created in the past by clicking the Missed Visit button on the My Clients scheduling page.

For a more detailed walkthrough with screenshots, see the Rework, Manual On Hold Closure by Caregiver and Missed Visit article (in progress).

No Show Reporting

This is an optional feature requested by Admin and may not be in every environment. This button reports a No Show by client and is useful when a visit can't be completed due to reasons by the client. See the No Show article for more (in progress).

Notification Center

The Notification Center shows messages or notifications sent by an admin. The number of messages is visible from the main menu. Notifications include new visits added in the next 48 hours of the schedule as well as soon-to-expire HR requirements, such as CPR certifications.

This screenshot shows a notification or alert dialog displaying a compliment message with the title "Received call from client she cared for in Florida with glowing review!" dated 4/8/2021 at 6:45:51 AM. The dialog contains two action buttons at the bottom: "Mark As Read" and "Ok".

Visit History

Visit History shows a list of visits based on a date range. Notes can also be added to a past visit from this page.

Chat

The Chat section allows caregivers to quickly reach out to administrators, typically schedulers. To start a conversation, click Chat, then click on the admin's name to open a chat page. On this page, instant messages, video chat, or documents can be sent. Video chat is in beta.

For a more detailed walkthrough with screenshots, see the Mobile Chat article (in progress).

Payroll

The Payroll section is where a caregiver can track payroll. Select a date range to see a summary. The payroll summary is gross pay only and does not typically include taxes. This section may be turned off by admins.

The Payroll History screen shows a date range from Feb 12, 2022 to May 12, 2022, with a selectable pay period entry for May 1 - May 9 displaying an amount of $77.50. A Back button is visible in the top left corner.

The Payroll Summary screen displays gross earnings of $77.50, with a breakdown showing $77.50 in gross earnings and $0.00 in adjustments, along with expected payment before taxes of $77.50. Below this is a summary showing 8 hours and 30 minutes worked across 7 visits.

Documents

The Documents section is different from documents available on a visit for nurses or other caregivers. Clicking this section provides access to PDF versions of saved forms for approved clients (this differs from access to forms on visits, where forms are accessible for editing). These document links open a quick read-only view. These are not in every environment and are rarely configured.

For a more detailed walkthrough with screenshots and information on accessible forms for editing, see the Documents article (in progress).

Documents Degas list view showing two documents: NarrativeReport and CaseManagementRecord, with a back navigation button at the top and a document count indicator displaying "(2)".

Calendar

The caregiver calendar provides a quick, visual overview of the caregiver's upcoming schedule. Click Calendar from the main menu. It defaults to month view of the current month, with dots representing each scheduled visit. Below the calendar is a list of every visit including the date, time, client, visit status, and visit type.

Clicking a specific day with scheduled visits shows a preview of the day. To view week view, click Week View at the bottom.

For a more detailed walkthrough with screenshots, see the Calendar article (in progress).

Settings

Some Settings options may be hidden depending on the organization's preferences. Functions available under Settings include:

Account functionality, where caregivers can see their listed profile name
Upload documents or picture
Availability, where caregivers can define their available work schedule
Change Password functionality (this is shown on first login)
Fingerprint functionality, where fingerprint-based sign-in can be set
Reset Maps App
About information, to see the software version
The settings reminder
Log Out functionality

The Settings page displays various configuration options including General (Name, Upload pictures/Docs), Consent to Receive Texts, Security (Change Password, Fingerprint/Face ID), Reset Maps App, and About sections. At the bottom, the Care Plan History Display Mode offers two toggle options: Individually and All at once.

For a more detailed walkthrough with screenshots, see the Settings article (in progress).

Mobile App Resources

Troubleshooting

Basic Troubleshooting Steps

If issues occur with the Ankota Caregiver mobile app, review the steps below.

Forgot password?

Try resetting the password.
Press the Forgot Password button and change the password.
Contact an Administrator if this fails.

Correct app?

Ensure the Ankota Caregiver mobile app is downloaded and not a different Ankota app.

Username correct?

Check with an admin to confirm the correct username.

Password correct?

Try resetting the password by selecting Forgot Password.
If password issues continue, contact an admin or Ankota Support.

Ankota.net/employee

If the username and password are believed correct, go to this web version and attempt login.
If login fails, double check the username and change the password.
Confirm the correct URL (ankota.net/employee).

Blank screen?

Check that the template is correct under the caregiver's profile. Ask an Admin to verify template and user role.

Update available?

Delete the app, go to the app store, and redownload the Ankota Caregiver App. Allow GPS while using the App when prompted.

Online?

Ensure the phone has service and is online.
The app can be used offline, but login must happen while online to load visits for the day.

GPS enabled?

Check that GPS is enabled on the phone.
Check that "do not allow" was not selected when asked if Ankota can access location.

Poor signal?

Try going offline by turning cellular data off.
For turning off data for Android and iPhone, see Turning Off Data.
Try turning on cellular data and/or wifi.

If the above does not resolve the issue, most issues can be fixed with a re-install. Check for the latest version. If it is not updating, delete the current version and download a new copy from the app store. ankota.net/employee can also be used in a browser as a last resort, but the browser-based version will not match the current store app's version.

For a more detailed walkthrough with screenshots, see the Troubleshooting article.

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