Transportation Management
Overview
Ankota supports transportation management with several features, including route view, route management, and drag-and-drop corrections to the route. There is also an option to automatically create a corresponding visit type (such as transportation) if a caregiver reports additional transportation, which can be configured upon request. Mapping functionality is not defaulted in all environments; contact Ankota Support to add transportation to an environment.
Transportation can be billed by:
- Visit type — Universal Rate
- Client Billing Table — Unique Billing Rate per Client for Visit Type
- Bill per Mile
Set-up
Before using transportation, you generally need to:
- Set up Zones
- Schedule visits
- Auto Map (to schedule by location chronologically) prior to clock-in by caregivers
Zones
First, define Zones (zip code "groupings") on the Zone page to easily filter visits based on their area. The Zones page is typically placed under a Mapping section.
To define a zone, click "Add New Zone" and name the zone. The name can be anything that helps identify the location. Save when done.
Next, define the zip codes associated with the zone by clicking Zip Codes for that zone, adding the zip code, and clicking the Save Zip Code button. When finished, click the Close button at the bottom.
The zones are now built. Multiple zones can also be selected when searching for visits.
Scheduling Visits
Schedule visits as usual, including assigning a driver. For Transportation visit types (may also be called Pickup, Delivery, or another name), the driver typically clocks in as they park in front of the pick-up location, and clocks out after the client has entered the vehicle when the driver is ready to leave. A typical pickup "visit" is approximately 5 minutes for this reason.
Auto Map (Driver/Pickup Mapping Management)
Go to the Visits page and filter for a single date and one or more zones. Select the visits and click the Auto Map button. A series of options will appear. Adjust the options as needed, then click the Schedule Visits button.
A new pop-up will appear showing the mapped series of visits.
Reorganizing the Mapped Series
To reorganize the suggested route, drag and drop the locations on the Schedule Visits - TSP pop-up window to change their order. Alternately, unassign a visit and give it to another driver. This feature is only available via the Schedule Visits - TSP button.
View Map Button
To view the day's schedule, go to the Visits page, filter for the desired visits, and click Map Visits. The Map Visits button is for view only, purely to view the existing planned pickup schedule. This button is most useful for staff who need to review the visits but do not have permission to reorganize the schedule.