Specific Company Walkthroughs›BRUEN: Skills/Credentials Setup, Clinician Document Verification, and Partner Configuration

BRUEN: Skills/Credentials Setup, Clinician Document Verification, and Partner Configuration

Overview

This article covers three related Ankota configuration workflows:

  • How to add new HR/Skills/Credentials

  • What to do after clinicians upload documents via the mobile app

  • How to add Partners

The Onboarding Clinicians flowchart displays a process workflow starting from "Start" through clinician form completion, credential verification, and qualification checks. The chart includes decision diamonds for document quality and qualification status, with multiple pathways leading to different outcomes such as sending congratulations, requesting additional documentation, or escalating cases.

How to Add New Skills / HR / Credentials

Step 1: Set Up Required Documents

Add the required caregiver documents in the system before proceeding.

Step 2: Add Skill Category

  1. Go to Settings.

  2. Click Skill Category.

  3. Add New Skill Category.

  4. Enter Label.

  5. Click Save.

The Skill Category page displays a search field and "Add New Skill Category" button at the top, with a table listing existing skill categories (Clinician Roles, County, HR Requirement, Zip Code) and their add dates. A modal dialog box is open for adding a new skill category, containing a text field labeled "Skill Category:" and checkboxes for "Mandatory" and "Use in HR tabs, ClientPreferences," along with a "Save" button.

Step 3: Add Skill

  1. Go to Settings.

  2. Click Skills.

  3. Add New.

  4. Enter Label.

  5. Type: Mandatory.

  6. Category: HR Requirement.

  7. Click Save.

The Skills page displays a table listing various skills with columns for Name, Created Date, Type, Category, and Skill Order, along with edit and delete action buttons. A "Skill Details" modal dialog is open showing fields for Name, Type, Category, Skill Order, and several checkboxes for options like "Expiration date needed" and "Show on Patient Registration Form," with a Save button at the bottom.

  1. Go to Settings.

  2. Click Configurable List.

  3. Click the HR Config tab.

  4. Add New Requirement.

  5. Requirement: Select HR Folder.

  6. Enter Name.

  7. Check: Needs Expiration Date.

  8. Link Skill.

  9. Save.

The HR Requirements page displays a table of health documentation requirements with columns for Value, Type, NeedsExpDate, Expiration Number, and Order By. A "HR Requirement" dialog box is open with fields for selecting a Requirement type (Health Documentation), entering a Name, checking "Needs Expiration Date," specifying an Expiration Number, selecting Order By value, and choosing Skills from a dropdown list.

Step 5: Add Document to Mobile App Upload

  1. Go to Settings.

  2. Click Configurable List.

  3. Click the Employment tab.

  4. Select Configurable List: Clinician Required Documents.

  5. Add New.

  6. Enter Label.

  7. Enter Document Name.

  8. Folder: Uploads.

  9. Save.

The HR Config tab displays a configurable list of "Clinician required documents" with an "Add New" dialog box open for creating a new document entry. The dialog shows fields for Document name and Folder selection (with options including None, Default, Credentials, HR Internal Only, Uploads, and Expired Credentials), along with a table listing required documents like Background Check, Certificate, Clinical License, COVID Vaccine Card or Exemption, and CPR Card, each mapped to an Uploads folder.

Confirm Clinician's Document Upload

After clinicians upload required documents on the mobile app, administrators verify them as follows.

Step 1A: Check for New Uploads in Action Requests

  1. Go to Action Requests.

  2. Select the dropdown "Clinician Documents to Review".

The Bruen application home screen displays the main navigation menu on the left with options for Shifts, Actions/Requests (highlighted in red), Create Shifts, and Locations. The main content area shows three expandable sections: "Locations to review," "Shifts to review," and "Clinician Documents To Review" (currently expanded), with a green message stating "No results found with the search criteria."

Step 2A: Change Document Folder from Uploads to Credentials

  1. Go to the Clinician's profile.

  2. Click the Documents tab.

  3. Select Folder: Uploads.

  4. Click Properties to Edit.

  5. Change Folder to Credentials (shared with facility).

  6. Save.

The Documents tab on a clinician profile displays a Document Details dialog for uploading and organizing files, showing fields for file name, folder destination (set to "Credentials (Shared with Facilities)"), source, description, visibility settings, and a Save Document button.

Step 3A: Add Expiration Date on HR

  1. Click the HR tab.

  2. Click the Requirements subtab.

  3. Select the uploaded document.

  4. Add today's date.

  5. Add Document Expiration Date — even if there is no expiration date, a date is still required.

  6. Select who added the document.

  7. Save.

The screenshot shows the Documentation tab's Requirements section with an "Add Health Documentation" modal dialog open. The dialog displays fields for adding a Clinical License entry, including Name, Date, Expiration Date, and a "By" dropdown set to "Ankota Support," along with Save and Close buttons.

Step 4A: Confirm Document Is Listed in Skills

Click the Skills tab to confirm documents are listed under category: HR Requirements.

Manually Upload a Document/Credential

  1. Go to the Clinician's profile.

  2. Click the Documents tab.

  3. Click Upload.

  4. Add attachment.

  5. Check the box: This is a worker's document file.

  6. Select document.

  7. Save.

The Clinician profile page showing the Documentations tab with an "Upload Documents" dialog box open; the dialog displays an "Add Attachment" button, a file browser showing "Picture1.png" selected, a "Visible for" dropdown set to "All users", a "Next time due" date field, and a document type selector with a checkbox for "This is a Worker document file".

Then repeat Steps 2A through 4A above.

How to Add a Partner

Step 1: Create a Partner

  1. Go to Main Menu → Settings.

  2. Click Partner.

  3. Click Add New.

  4. Add details.

  5. Save.

Step 2: Add Skill to Location Group

  1. Go to Main Menu → Settings.

  2. Click Skills.

  3. Click Add New.

  4. Enter Partner Name.

  5. Set Type.

  6. Category: Location Group.

  7. Save.

Step 3: Create a Pricing Table

  1. Go to Main Menu → Settings.

  2. Click Organizational Detail.

  3. Click the Billing Configurations tab.

  4. Click the Bill Code subtab.

The Organization Detail page shows the Billing Configuration tab selected (highlighted in red), with subtabs for Bill Code, Pricing Tables, Billing, and Care Code visible below it. The "Add New Bill Code" button appears at the bottom of the section.

  1. Click Add New Bill Code.

The image shows a bulleted list explaining three bill code naming conventions: Visit-Based bills use the format "Bill+ PV + Rate" (example: BillPV50 for $50 per visit), Length-Based/Per Unit bills use "Bill + PU + Unit Rate" (example: BillPU25 for $25 per 15 minutes), and Length-Based/Per Hour bills use "Bill + PH + Hourly Rate" (example: BillPH25 for $25 per 60 minutes).

  1. Click the Pay Code subtab.

  2. Click Add New Pay Code.

Documentation page explaining three types of pay code structures: Visit-Based (Pay + PV + Visit Rate), Length-Based/Per Unit (Pay + PU + Unit Rate), and Length-Based/Per Hour (Pay + PH + Hourly Rate), with examples of how each pay code would be listed in the system.

  1. Click the Pricing Table subtab.

  2. Click Add New.

  3. Pricing Table Type: Bill or Pay table.

  4. Name: Partner Name with start date.

  5. Enter Start Date.

  6. Enter End Date, or check the Ongoing box.

  7. Select rates for each shift type at the Partner location.

  8. Save.

The Organization Detail page shows the Billing Configuration tab with a Pricing Table section listing existing billing and pay tables, an "Add New" button to create new tables, and a form below to configure pricing table settings including type selection (Bill or Pay Table), name, start/end dates, and shift type mappings with dropdown menus for selecting care codes.

Step 4: Attach Pricing Tables to Partner

  1. Go to Main Menu → Settings.

  2. Click Partners.

  3. Edit Partner.

  4. Click the Pricing Table tab.

  5. Click Assign Pricing Table.

  6. Select the Bill Table.

  7. Assign Table.

The "Assign Pricing Table" dialog for the North Hill partner details page allows users to select and configure pricing table assignments, including setting the pricing table name (North Hill Billing 11/1/2022+), effective dates (starting 11/1/2022 and ongoing), and grandfather approval details with options for Default or Alternate pricing. The dialog contains fields for grandfather start/end dates, approval information, and an "Assign Table" button to confirm the assignment.

Step 5: Add a Location Profile

  1. Go to Main Menu → Locations.

  2. Click Add New.

  3. Add Partner details.

  4. Select the Partner dropdown.

  5. Save.

  6. Once the profile is created, go to the Skills tab.

  7. Go to Category Location Group → Add.

  8. Add Skill: Partner.

  9. Save.

Was this article helpful?

Related articles

  • DCONNECT Training Guide — Table of contents for the DCONNECT training guide covering Ankota basics, consumer management, service notes, goals, events, and admin tasks.
  • GSIL Payroll — of payroll resources and troubleshooting references for GSIL in Ankota.
On this page