Scheduling›Visit Type Options

Visit Type Options

Overview

Visit types are very powerful in Ankota. There are dozens of options and special features available in this location. The sections below describe several of these options.

Topics covered:

  • Allow caregivers to clock in/out ONLY on certain scheduled visit types
  • Calendars – Display Schedule Times and Duration
  • Simultaneous Multiple Client Clock Ins
  • Visit Type - Allow to Skip Client Signature & Allow to Skip Caregiver Signature
  • Visit Type - Disregard Duration Warnings on Visit Type

Allow Caregivers to Clock In/Out ONLY on Certain Scheduled Visit Types

Some customers want caregivers to clock in/out on only certain visit types. When configured for clock out only, the caregiver clocks out and the arrival time is set as the clock out time minus the duration of the visit. When configured for clock in only, the caregiver clocks in and the departure time is set as the clock in time plus the duration of the visit.

To configure:

  1. Log in to the client's environment.
  2. Click Settings.
  3. Click Service Settings.
  4. Click Payer.
  5. Click on the applicable visit type.
  6. Scroll down to Overwrite Clock Type.
  7. Select Report Arrival Only, Report Departure Only, or Report Arrival & Departure.

This is an Export Type configuration screen showing various checkbox options and dropdown menus for customizing export settings. The options include claim inclusion, invoice creation, billing rules, role assignments, and payroll-related settings like clock type (currently set to "Report departure only"), billable time, payable time, and late warnings, along with visit type category configurations.

To remove this function, uncheck the box instead.

Calendars - Display Schedule Times and Duration

Some customers want a visual of scheduled and billable times on their schedule boards.

To turn on this setting:

  1. Log in to the environment.
  2. Click Settings.
  3. Click Service Settings.
  4. Click Visit Type.

The Visit Types configuration table displays healthcare service visit types with columns for Type Id, Name, Status, Type, Capacity Required, Duration, and Category Name; shown are two entries including "UNKNOWN VISIT TYPE" with status "Not Set" and "IHS - Personal Care" (T1019) with status "Active", both with 1 hour duration.

  1. Open each Type (e.g., T1019).
  2. Scroll to the bottom of the Details tab and check the box next to Calendars - Display Schedule Times and Duration.

Settings or configuration page with multiple checkboxes for feature toggles, including Web Mobile and CallCenter (both checked), Visit Type billing/payment options, claim limits, ADP export, travel warnings, and calendar display settings, with a Save button at the bottom.

  1. Save.

This enables the display of both schedule and duration, as shown below.

A calendar or scheduling view showing a service appointment for "Test, Client" on 1/1/4 with a scheduled time of 1 hr 0 m from 8:10 AM to 9:32 AM for "IHS - Personal Care Support, Test", with red arrows indicating the scheduled time and actual time fields.

Simultaneous Multiple Client Clock Ins

Some companies want workers to be clocked into multiple clients at once. Each visit type using this function must be enabled to allow overlapping clients. The system will ignore the overlap between clients.

To configure:

  1. Log in to the client's environment.
  2. Open each visit type you wish to enable.
  3. Click the Details tab.
  4. Check the box next to Allow overlap and treat as SHIFT.

Visit configuration screen showing Permissions section on the left with checkboxes for Web Mobile, CallCenter, and Visit Type settings, and a main content area on the right displaying various visit management options including status settings, overlap rules (highlighted in red), and auto-approve features.

Visit Type - Allow to Skip Client Signature & Allow to Skip Caregiver Signature

Some organizations do not need signatures on certain visit types. Either or both signatures can be skipped by checking the appropriate box in the visit type.

The Visit Type configuration page in Sandbox shows the "Training - Details" visit type (T1019) with multiple tabs including Details, Skills, Scheduling Parameters, Extender, Auto-Apply Care Codes, Documents, PDF files, and Config. The Details tab displays various form fields for visit settings, permissions, and checkboxes for features like Web Mobile, CallCenter integration, and billing options, with two checkboxes highlighted at the bottom for allowing skip of client and caregiver signatures.

Visit Type - Disregard Duration Warnings on Visit Type

When this option is selected, no Visit Approval Dashboard warnings will be issued for that visit type when a duration breaks the system duration limits. This is useful for Training and/or Office visit types. To configure this for a specific visit type, contact Support at support@ankota.com.

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