Favorite Reports for Completed Visits

Overview

There are many reports in Ankota, but in terms of specific reports to evaluate closed visits, the following reports are likely your best bets.

This article includes:

• Billing Reports: The AR Screen - Client Detail Report, Collection Reconciliation Report, Download Billing Visits Report
• Caregiver Reports: Caregiver (Attendant) Report, Caregiver Calendar, Caregiver Closed Visits, HR Requirement Expiration Report, Recap by Caregiver, Visit Report by Mailing Address, Weekly Schedule Report
• Client Reports: Care Plan Printout, Visit Report Printout, EVV Timesheet/Care Plan Completion Report, Client Calendar with Monthly Email Option, Client Contact Report, Client Census Report
• Data Reports: Visit Data Warehouse, EVV Audit Report, Visit Type Breakdown by Scheduler Report, Care Plan Item Status/Notes Export
• Documents Download Options
• Private Pay Reports: Create Private Pay 100 Report
• Various: Reports View: FOB Report, Message Log, Client Contacts Report, Reports View: Clients with Assigned Providers and Visit Types, Visit Type Breakdown by Scheduler Report, Adult Day Attendance Report

Billing Reports

The AR Screen - Client Detail Report

The AR screen has many report options, but the most detailed is the Client Detail Report, which provides payment status, deposit date, invoice number, and more.

To access the AR screen's Client Detail Report:

1. Click Billing/Payroll
2. Click AR Screen
3. Click the AR Report button
4. Then select your Report Type of Client Detail Report
5. Make other selections as desired
6. Then click Refresh

Note the checkboxes allow the following options:

• The ability to view subdepartments
• The ability to include only clients with balances due
• The ability to create a historic report, where payments after the entered date are not included (so you can see what was owed in a certain time period)

Collection Reconciliation Report

The Collection Reconciliation Report (Billing/Payroll → Billing Detail Reports) is another excellent report that features the exception codes provided in 835 response files along with payments.

Download Billing Visits Report

For a simple Excel breaking down each visit, go to the Billing Report page, select completed billings, and click the Download Billing Visits export.

Caregiver Reports

Caregiver (Attendant) Report

The Caregiver Report includes an overview of the caregiver's profile information including: Name, DOB, Address, etc.

Note: Contact Support if the Social Security Number should show on this report. It will only be added by request. To view Social Security Number, check the box Include SSN in the Report.

To find the report:

1. Click Reporting
2. Click Caregiver Reports
3. Click Caregiver (Attendant) Report

Caregiver Calendar

The Caregiver Calendar is commonly used to print for the caregiver, so they have a paper sheet of the scheduled board.

Caregiver Closed Visits

The Caregiver Closed Visits report shows total hours worked for closed visits including overtime and pay per hour by caregiver.

HR Requirement Expiration Report

The HR Requirement Expiration Report shows requirements from HR that have expired. This is based off of the caregiver's profile in the HR skills section.

Skills Report

The Skills Report is a great report to see a list of caregivers and what their skills are. This is pulled from the Client's Detail/Profile. Skills such as experience with a Hoyer Lift, Spanish, etc. will show checked for caregivers that have those skills.

Recap by Caregiver

The Recap by Caregiver will give you the hours per week completed vs the hours of the last week. Note: .25 minutes means 15 minutes.

Visits Report Caregiver Mailing Address

The Visits Report Caregiver Mailing Address provides the caregiver's address in a list for mailing purposes. This address is updated in the caregiver's profile.

Weekly Schedule Report

The Weekly Schedule Report shows by week what caregivers are working, with which client and times. It's a more listed version of the Caregiver Calendar Report.

Client Reports

Care Plan Printout

The Care Plan Printout includes an overview of the client's care plan.

To find the report:

1. Click Reporting
2. Click Client Reports
3. Click Care Plan Printout

Visit Report Printout

The Visit Report Printout, sometimes listed just as the Report Printout, is a PDF format showing basic visit data, the closure method, visit approval reason and notes, and the signatures (if provided).

To find the report:

1. Click Reporting
2. Click Service Detail
3. Click Visit Report Printout

As with most reports, the desired information can be filtered, then exported. To create the reports, filter as needed, select all, then click the Create Reports button.

Then a separate form is built for each individual visit. You can either click View Report individually or select all reports and then export a single PDF of all Visit Report Printouts.

The report captures signatures (including voice signatures). The voice signature will say Voice Signature Recorded if it was captured. If the client signature was on the signature pad, it will show the signature in the same spot.

EVV Timesheet/Care Plan Completion Report

The Care Plan Completion Report breaks down all the Care Plan data AND notes on the visit in PDF format. This includes visit status, date and times, duration, worker name, visit type, billable units, EVV method, and care plan items. In addition, any of the following can be selected:

• Include Canceled visits
• Include No Shows
• Include Arrived visits
• Include Departure visits
• Exclude Client Signature
• Exclude Worker Signature
• Include Approval Reason Notes

Note that if the care plan item's optional "include value in care plan completion report" box is checked when the care plan item was created, the value (Completed, Not Needed, Refused, another drop-down value, or the write-in value) will be reflected in the Care Plan Completion Report. Care plan item creation/adjustments can only be done by Ankota, so reach out to Ankota if values should be available in the report.

To find the report:

1. Click Reporting
2. Click Client Reports
3. Click Care Plan Completion Report

As with most reports, the desired information can be filtered, then exported. PDF is the recommended format for this report.

The voice signature will appear at the bottom of the visit. If the client's voice signature was captured, it will say Voice Signature Recorded.

This report is not defaulted in all environments; contact Support if it needs to be configured.

For information on retroactively reporting care plan items, see the Rework, Missed Visit, and On Hold Functionality article.

Live Client Calendar with Monthly Email

The live client calendar allows admins to email the monthly calendar to clients.

To find the report:

1. Click Reporting
2. Click Client Reports
3. Click Live Client Calendar with Monthly Email

Note clients must have emails assigned to them with consent selected in order to receive this email.

Client Contacts Report

The report Report_PatientContacts_CSV includes the contact's name, address, relationship, email, and reference patient ID. This will include Master Contacts.

Client Census Report

The Client Census Report is particularly useful because it allows creation and export of a new field and value via the Client Registration fields. For example, new CDS tracking categories could be created under the Client Registration Fields:

Either a text box or drop-down list options can be provided next:

Then assign as needed to clients:

And finally pull the Client Census report and scroll to the end to view the client registration fields and their values:

Data Reports

Visit Data Warehouse

Normally, the reports above will cover all needs. However, at times raw visit data may be needed for billing purposes, in which case the Visit Data Warehouse report may be better suited. This report is perfect for pivot table use because of its extensive data.

To find the report:

1. Click Reporting
2. Click Service Detail
3. Click Visit Data Warehouse

As with most reports, the desired information can be filtered, then exported. Excel is its best format.

EVV Audit Report

The EVV Audit Report, sometimes listed just as the Audit Report, breaks down all the EVV data on the visit in Excel format. This includes department, day, date, times, durations, GPS data, EVV form (mobile app, telephony, or none/manual), modification information, error/violation details, approval information, and more.

To find the report:

1. Click Reporting
2. Click Service Detail
3. Click the EVV Audit Report

As with most reports, the desired information can be filtered, then exported. Excel is its best format.

NOTE: This is an excellent document to pivot table and filter by caregiver name, expected duration, and actual duration in order to calculate which caregivers tend to go long over their authorizations and which ones tend to underserve their clients.

Pivoted excel table:

Visit Type Breakdown by Scheduler Report

Some customers may wish to break down their scheduler's workloads, which is available in this report. Any admin who schedules a visit will be shown in this report, along with a total count of each visit type scheduled and a final total line.

Customers before July 2022 will need to request the report. Later customers can find the report as follows:

1. Click Reporting
2. Click Service Detail
3. Click the Visit Type Breakdown by Scheduler Report

Care Plan Items Status/Notes Export

This report shows the client, caregiver, arrival and departure, and all care plan items and their values. (The value could be "complete" or, if it is a textbox entry, the full text of the caregiver's entry. For example, in the textbox entry for "Blood pressure" it might say 120/80.)

Documents Download Options

Completed documents can be viewed and downloaded by going to clients' Documents page and clicking the Save As PDF button on the Client Documents tabs, or alternately, by going to the Agent Documents page and downloading as needed.

Client Documents Download Option

Agent Documents (Complete List of Downloadable Documents)

Private Pay Reports

Create Private Pay 100 Form

Private pay customers may have a need for an internal audit form or may be required to provide one to the state. The PrivatePay100 form serves this purpose well. In particular, it is excellent for nurse review of completed visits and care plan items, as the nurse can review the week's form and sign it. This document can then be saved to the client's personal Ankota profile on the documents tab.

To access this form, request the Private Pay 100 form to be added to the system.

1. Login to Ankota.net
2. Click Reporting
3. Create PrivatePay100 Form
4. Complete all filters
5. To preview the form (without nurse signature), select "create form"
6. Download form and save

To include nurse signature:

• Select "include nurse signature" — two buttons will appear (update signature + Add signature to visits)
• To add a NEW signature (so it's recent), select "update signature"

• To use an OLDER signature, select "add signature to visit"
• Create Form
• Download and save

Various

Reports View: FOB Report

1. Login to environment
2. Click Reports View
3. View Clients with FOB
4. IncludeSubDepartments: 1
5. Timeout in Seconds: 30
6. Export as CSV

Message Log

This page tracks all outgoing messages via the caregiver search message (found on the caregiver's page) and FamilyCast. If this page is not visible in the environment and configuration is needed, contact Ankota Support to request it.

To access this report (once it is configured):

1. Log in to the environment
2. Click Reporting
3. Click Message Log

This is what the page will look like:

• Sent to
• Sent by
• Date/Time stamped
• Subject Line (in blue)
• Message

Client Contacts Report

This page provides a list of client contacts including name, phone#, email, address, and relationship type. This information is listed under the client's profile under the client contacts tab.

To find this report:

1. Click Reporting
2. Click Reports View
3. View Client Contacts
4. Refresh to see on screen or Export as CSV (Excel)

Reports View: Clients with Assigned Providers and Visit Types

Some customers may wish to break down their clients by assigned providers (caregivers) and visit types, which is available in this report. This report is not automatically defaulted in all environments; contact Support if configuration is needed.

To find the report:

1. Log in to environment
2. Click Reporting
3. Click Reports View
4. View Clients with Assigned Providers and Visit Types
5. Timeout in Seconds: 30
6. Click Refresh
7. Export as CSV once report has been generated

Visit Type Breakdown by Scheduler Report

This page breaks down who scheduled how many of each visit type, and can be added as a page under a main module as requested.

The report will look like this:

Adult Day Attendance Report

The Adult Day Attendance Report breaks down attendance for clients as follows:

• Approved (Authorized) and Attended: X
• NOT Approved (Unauthorized) and Attended: A
• Approved (Authorized) but NOT Attended: O
• NOT Approved (Unauthorized) and NOT Attended: [blank]

This report is available in the Adult Day section.