Scheduling›Mobile Scheduling

Mobile Scheduling

Overview

For administrators on the go, ankota.net's Visits page is mobile optimized for schedule adds, changes, and cancellations.

Mobile Visit View

To access the mobile optimized Visits page, first click the 3 lines at the top left to open the Main Menu.

The "Update Visits" search page from ankota.net displays a form with multiple filter fields including Visit Date, Visit Status, Client ID, Client First Name, Client Last Name, and Caregiver, along with a note that queries return a maximum of 500 records per search. Two action buttons are available: "Search" and "Create New Visits".

Then click Visits in the left Main Menu.

The Dashboard page from ankota.net displays a left sidebar menu with navigation options including Dashboard, Action Center, Visits, Caregivers, Staff, Family Connect, and Adult Day, while the main content area shows Census and Phone Calls widgets with status counts such as 43 Active cases, 1 On Hold, and 0 values for Referral Contact, Prospect, Pending, and Phone Calls metrics.

This will take you to the mobile optimized Visits page, where you can search for visits or create new visits.

To search for visits, enter information in the filter at top as needed, then click Search.

The "Update Visits" search form from ankota.net displays multiple filter fields including Visit Date, Visit Status, Client ID, Client First Name, Client Last Name, and Caregiver dropdown menus, with Search and Create New Visits buttons at the bottom; a note indicates queries return a maximum of 500 records per search.

Mobile Scheduling

To create a new visit, click the Create New Visits button.

The "Update Visits" search page from ankota.net displays a form to search for existing visits with filter options including Visit Date, Visit Status, Client ID, Client First Name, Client Last Name, and Caregiver. A red-highlighted "Create New Visits" button is prominently displayed below the Search button at the bottom of the form.

Then build the new visit, working top to bottom, before clicking Save at the bottom.

The "Create Visits" form page from ankota.net shows step 1 (Select Client) with a filter search field and "All" dropdown, followed by step 2 (Visit Details) displaying fields for Visit ID, Visit Type (set to "Facility Shift"), and Duration, with a Search button visible in the client selection section.

Mobile Rescheduling

To edit a visit, click the edit (pencil and paper) icon on the visit you wish to edit.

The "Create New Visits" screen displays a list of scheduled visits with patient names, caregivers, service types (Facility Shift, Adult Day Care, Personal Care - In Home), dates, times, and hours. Each visit entry has a red edit button on the left and an unchecked checkbox, with a "Create New Visits" button at the top of the screen.

Then adjust the visit details as needed:

This is the "Create New Visits" form for a patient visit entry showing details including Visit Type (Personal Care - In Home), Duration (24 hours), Scheduled Start Time (04/17/2023 at 8:00 AM), Scheduled End Time (04/18/2023 at 08:00 AM), and Arrival Time (04/17/2023 at 8:00 AM), with "Update Visit Detail" and "Delete Visit" buttons at the bottom.

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