Navigating and Understanding Ankota Software›Profile Access

Profile Access

Overview

At the top right of every Ankota environment, the user's name, picture (if uploaded), and a drop-down arrow are visible.

Support Ankota dropdown menu header with a user avatar icon and "Support Ankota" text label that opens account or support options when clicked.

Clicking the drop-down arrow reveals several options:

  • Profile
  • Department List (for users in environments with more than one department)
  • Release Notes
  • Contact Support
  • Help
  • Log out

The VADemo Dashboard displays a user profile menu in the top right corner with options including Profile, Release Notes, Contact Support, Help, and Log Out, while the main dashboard behind shows various metric cards including Census, Phone Calls, Open Alerts, Visits, and Open Visits with their corresponding statistics.

Profile

Clicking Profile opens the profile page, which displays the listed name and user name. Below that are options to edit the password and create or change a security question and answer. Users are taken here on first login to create a new password.

The user profile page for "Support Ankota" displays a Detail section with fields for First Name, Last Name, and User Name (VADemo.admin), along with sections for changing password (Old Password, New Password, Confirm Password with Validate and Save Password buttons) and setting a Security Question with an Answer field.

Department List

If the company has multiple departments and the user has access to them, departments can be switched by selecting one from this list. Best practice is to close all Ankota tabs before switching departments and to start fresh from the Dashboard before proceeding to other pages.

Release Notes

In addition to Ankota update emails sent to customers, recent Ankota developments can be reviewed quickly by clicking Release Notes. This is a useful way to stay up-to-date and learn about new features, particularly for users who are not their organization's owner and may not be on the standard Ankota update email list. Users not on the update email list can contact Ankota to be added.

The Ankota Release Notes page displays new features and improvements to the Ankota System, with a specific section for "December 3 2020: Sprint Release Notes" detailing enhancements released on 12.3.2020, including simplified Care Plan creation functionality and time zone configuration changes.

Contact Support

The Contact Support option is a shortcut for emailing Ankota. Clicking it opens a new email in the supported email client (such as Outlook) with support@ankota.com already entered in the To: field.

This is an Outlook message composition window showing an email draft with "support@ankota.com" in the To field, empty Cc and Bcc fields, and a blank Subject line. The ribbon displays formatting tools including font options (Calibri, size 11), text styling buttons, and features like Paste, Names, Include, Tags, Dictate, and Send with DocuSign.

Help

Clicking Help opens the Ankota HelpSite, which contains articles covering critical topics as well as many advanced functions in Ankota.

The Ankota home page displays the company logo with tagline "Next Generation Home Care Management" and navigation links for Home, Contact Us, and GoToMeeting. A search bar prompts users to search for topics or questions, and the page is organized into two main sections: "Navigating and Understanding Ankota Software" (3 articles) on the left and "Client Management" (16 articles) on the right, with a "Refer a Friend and Be Rewarded" banner in the top right corner.

Logging Out

At the bottom of the profile menu is the Log out option. There is no difference between logging out here or through the Main Menu.

User profile menu dropdown showing options for Support Ankola profile, VADemo account selection, Help, and Log Out, with a toggle switch visible on the right side.

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