Creating a One-Time Assessment Visit

Overview

In Ankota, you have the ability to set a one-time assessment visit. (Please let Ankota support know if this is something you would like to enable.)

Creating an Assessment Visit

To create an assessment visit, begin by clicking on Scheduling in the Main Menu, then selecting Create Visits.

Search for the client. Enter either the first or last name of the client in the Filter box, then click Search.

Click Select next to the client's name.

Fill in the visit details as follows:

• Select the Visit Type
• Choose the Start Date of the visit
• Set occurrence at One Appointment
• Set the time of the visit

Finally, click Save.