Onboarding

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• Caregiver Training Information — Templates, resources, and steps for notifying caregivers about the switch to Ankota and sending them training materials and log-in information.
• Configuration Options for Organizations — A reference list of the most common Ankota system configurations that can be tailored during implementation.
• Data Entry - Banned Characters — When entering or savings clients and caregivers, you may notice some characters are banned/not allowed.
• Data Upload
• Data Uploads — Ankota allows for manual upload of groups of caregiver and client data.
• The Ankota Loop
• The Ankota Onboading Process
• Understanding Templates and Permissions — Template permissions are used to define security and access rights in Ankota.
• Why We're Moving to the Ankota Loop