Caregiver/Staff Management

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• Adding an Administrator — Organizations will need to add additional administrators after implementation.
• Adding a New Caregiver (Demographics) — Adding caregivers to Ankota is a simple process.
• Adding a New Caregiver (Demographics) — How to add a new caregiver in Ankota.
• Assigned Caregiver Functionality — of the Assigned Caregiver tab in Ankota and the client, visit, patient-concern, shift, and document options it enables.
• Caregiver App Version — The Mobile App Version Column provides visibility into the mobile app versions being used by caregivers, making it easier to identify and troubleshoot app-related issues.
• Caregiver Expense Reporting — Caregivers can provide expense reporting, which automatically creates an adjustment (a separate, billable line item) to be charged to the client on their next invoice.
• Caregiver Profile Notes — In addition to being able to create and send notes to caregiver and client profiles from the Action Center, notes can also be added directly into caregiver and client profiles.
• Caregiver Ratings — The ability to set and use caregiver ratings in the Ankota system allows you to differentiate between your caregivers when making scheduling decisions.
• Caregiver Recruitment — The Caregiver Recruitment engine is a powerful feature that allows you to create and publish job postings, accept caregiver applications, quickly review candidates with AI assistance, schedule and …
• Caregiver Shifts in Ankota (Shift Visit Type Options) — There are two approaches to scheduling payable work for caregivers: scheduling billable/payable visits for the client and caregiver, or alternately, separating out the worked shift from the actual …
• Caregiver Website Applications (Caregiver Registration) — The Caregiver Registration page is a standard page used to add new caregivers to a system.
• Changing Employee Status (Former Employees) — When a caregiver or employee ends employment, their status will need to be changed from active to former.
• Departments and Subdepartments — Subdepartments are a unique function of Ankota.
• Employment History — The Employment tab of each caregiver's profile allows you to track employment history as well as reasons for their current status and notes if needed.
• Family Access / Authorized Representative Access — Some clients like to offer a family app to their clients' contacts.
• Gmail Set-Up for Emailed Invoices & Other Functions — If you're using a Gmail Account instead of Ankota's "no-reply" default email address, please watch video or complete steps below to get your environment set up!
• Guest Workers
• HR Requirements — In Ankota, you can keep a history of your caregiver's HR requirements.
• JazzHR — [JazzHR](https://www.jazzhr.com/) is an integrated recruiting software for companies who require more complex management of their caregivers (particularly those who hire large numbers of caregivers…
• Late Texts Configuration — How to configure batch-scheduled late visit text and email notifications to caregivers and administrators in Ankota.
• Messaging a Caregiver via Telephony or Mobile App — How to send a message to a caregiver through Ankota's telephony system or mobile app, and how caregivers retrieve those messages.
• Mobile Chat (Text & Video) — How administrators and caregivers use Ankota's mobile chat feature for text and video communication.
• Nurse Access and Documents Guide
• Nurse Access in Ankota — of nurse scheduling and document access options in Ankota, including mobile app and ankota.net admin portal workflows.
• OIG Exclusion Search — The Office of Inspector General, or OIG, maintains a list of individuals and entities that are excluded from federally funded health care, typically due to convictions for Medicare or Medicaid fraud.
• Pre-Shift Questions / State of Emergency Plan — Some organizations may wish to build and use a pre-shift questionnaire as part of their staff management practices.
• Printing Employee Addresses to Envelopes — At times clients will need to print employee addresses to envelopes.
• Re-setting Passwords — The most common question Support receives is assistance changing passwords.
• Rework, Missed Visit, Cancel Visit, and On Hold Functionality — Explains Ankota's four options for handling caregiver visits that were not completed normally: Rework, Missed Visit, On Hold manual closure, and Cancel Visit.
• Scheduling Coordinators / Care Coordinators — Requires Configuration; Contact Support
• Send Log-in: Text Mobile Log-in Credentials to Caregivers from the Caregiver Search Page — How to text Mobile App and Telephony log-in credentials to caregivers in bulk from the Caregiver Search page.
• Send Message or Text to Caregivers from the Caregivers Page — How to send email, SMS, or mobile app messages to caregivers directly from the Caregivers page in Ankota.
• Setting A Template - Permission Creation or Update for Staff and Caregivers — When implementing your system in Ankota, Ankota would have built templates to reflect your organization's roles and permission.
• Setting Availability — To fully utilize the Ankota scheduling system, admins can input their staff's availability (both days and hours) and time off directly into ankota.net.
• Telephony/IVR Walkthrough — See the caregiver's [Telephony/IVR walkthrough](https://ankotacaregiver.helpsite.com/articles/52632-telephonyivr-walkthrough) on the Caregiver Resources HelpSite.
• Troubleshooting the Mobile App — When a caregiver or admin calls in citing problems with the app, please go through these steps with them.
• Two-Factor Authentication for Mobile App Caregiver Log-in — Some organizations wish to require two-factor authentication during the mobile app log-in.
• Web Caregiver Availability Calendar: A Comprehensive Guide — The new Caregiver Availability Calendar provides a streamlined and efficient way for caregivers to manage their work time and communicate time-off conflicts to their agency.