Client Management

33 articles · Back to all topics

• Adding a Client (Demographics) — How to add a new client's demographic profile in Ankota, including duplicate checks, required fields, and enabling text message consent.
• Adding a Referral Source — How to add a referral source to a client record in Ankota, either during client registration or from the Client Contact tab.
• Adding a Referral Source (When registering a new client) — Referral sources are contacts within a client’s record.
• Adding a Referral Source (within the Client's Record)(Setting Master Contact) — Referral sources are contacts within a client’s record.
• Adult Day Health Care (ADHC) — Administrative overview of setting up, using, and troubleshooting Ankota's Adult Day Health Care (ADHC) modules, including facility, authorization, check-in, activity, and shift management.
• Assessment Visit — Now that you have set your clients authorized units you will want to set up their first visit.
• Authorizations — How to create, manage, and schedule client authorizations in Ankota, including standard, biweekly, variable monthly, and transitioning authorizations.
• Care Plans — How to create, copy, assign, and edit client care plans in Ankota, including care plan items, notes, frequency limits, and universal/legacy care plans.
• Changing Client Status — How to update a client's status in Ankota, including handling the 'Password Field is Mandatory' error when a client user login exists.
• Client Addresses — How to enter, change, and manage multiple client addresses in Ankota, including Georgia second-address automatic reason coding.
• Client Concerns Notifications — How to configure and use Ankota's Client Concerns functionality so caregivers can report concerns and designated staff are notified.
• Client Profile Overview & Notes — How to use the Client Overview and Notes tabs on a client profile to record overviews, add tagged notes, and trigger Adult Day Care check-in notifications.
• Client Registration Tabs & Fields — How to create custom tabs and fields for tracking client information in Ankota's Client Registration settings.
• Completing Assessment Form (creating care plan with assessment) — Once you have the new client's information you will want to set an assessment visit.
• Consumer Direct Options in Ankota — of the configuration options Ankota supports for managing Consumer Direct (CD/CDS) programs.
• Creating a One-Time Assessment Visit — How to schedule a one-time assessment visit for a client in Ankota.
• CRM Status for Prospect Management — How to configure and use the configurable CRM status to track prospective clients through onboarding in Ankota.
• Editing a Care Plan — Click "Clients," select the client
• FOBs Usage — How to set up, use, test, and enforce proper procedure for FOB (Fixed Object Device) clock-in/clock-out devices in Ankota.
• How to Add a Client — To add a new Client into the system…
• How to Manually Create a Care Plan (Without an Assessment) — This articles shows you how to create a care plan without an assessment.
• How to set 2 week authorizations — To set two week authorizations for your client follow these steps:
• How to Set Authorized Service for Clients — A client may be sent a plan of care with authorized units from Cyber Access or another agency or if  private pay your organization will have contracted hours with the  client.
• Master Contact Setting — Setting a master contact is helpful when adding new referral sources who have not been assigned to a client yet.
• Master Contact Setting — How to create Master Contacts in Ankota, attach them to a client's profile, and the list of available relationship types.
• Placing Clients On Hold / Hospitalization & Incident Reporting — Best practices for handling client hospitalizations and incidents in Ankota, including form setup, admin notifications, placing clients on hold, cancelling visits, and adding notes.
• Preventing Caregiver/Client Assignments ("Banning" Assignments) — How to prevent specific caregivers from being assigned to a client, and how to remove those bans.
• Primary Diagnosis Code — How to assign, confirm, and troubleshoot primary diagnosis codes for Medicaid clients in Ankota.
• Send Message or Text to Client Contact from the Master Contacts Page — How to send email or SMS messages to client contacts directly from the Master Contacts page in Ankota.
• Separating a Billing Address from a Service Address (Set Contact as Payer) — How to configure a client's contact as the payer in Ankota so billing address is separate from the service address.
• Service Location — Explains how service location types are set on client addresses in Ankota so the correct code is delivered to aggregators and 837 claims.
• Setting a New Care Plan Category — How to create new care plan item categories in Ankota, order them via tabs, and enable remaining authorization notifications for caregivers.
• The Ankota Financial Management Services (FMS) App for Self-Directing Clients — Guide to using the Ankota FMS mobile app for self-directing clients to monitor authorizations, verify visits, and submit expenses.