Scheduling

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• Articles for Schedulers - Index — An index of Ankota knowledge base articles covering common scheduler workflows and problem resolution.
• Calendar Alerts — Unclosed Visits
• Calendar Based Scheduling — Calendar-Based Scheduling
• Calendar-Based Scheduling — How to create, edit, and delete client and caregiver visits using calendar-based scheduling on the Ankota Scheduling Board.
• Correcting Payer Descriptors and Visit Types — How to correct visit types and payer descriptors on client profiles and scheduled visits in Ankota.
• Create Visits From A Time Sheet That Were Never Scheduled — To create visits from a Time Sheet that were never scheduled:
• Create Visits from Patterns — Now we have established our Client, entered their authorized units and care plan items, it is now time to set visits with patterns.
• Creating Visits from Patterns — How to create and review recurring client visits using scheduling patterns in Ankota.
• Find Matching Caregivers — of Ankota's Find Matching Caregivers search/offer tool and the Available Shifts review/accept functionality for filling uncovered visits.
• Mobile Scheduling — How to view, create, and reschedule visits using the mobile-optimized Visits page in ankota.net.
• Multi-Visit Clock-In — Explains Ankota's optional override that allows a caregiver to clock into two visits simultaneously for concurrent care scenarios.
• Saved Calendar Filters — How to save and reuse named calendar filters in Ankota's scheduling calendars.
• Scheduling Back-to-Back/Contiguous Visits — How to schedule contiguous visits in Ankota so a caregiver can clock in and out once while the system correctly transitions between visit types.
• Skills — How to create, assign, and use skills and tags in Ankota to match clients and caregivers, trigger warnings, and filter schedule views.
• The Dispatch Board — The Dispatch Board (or Scheduling Board) is a versatile tool in Ankota that you will likely work with daily.
• The Scheduling Board — of Ankota's Scheduling (Dispatch) Board, including general functionality, filters, calendar alerts, closed-visit issue flags, and shortcuts.
• Transportation Management — of Ankota's transportation management features including zones, scheduling, auto-mapping routes, and reorganizing pickup schedules.
• Travel Time, Travel Mileage, and Errands in Ankota — How to configure and use travel time tracking, travel mileage tracking, errand miles, and mileage billing in Ankota.
• Visit Status Meanings — Reference guide describing each visit status in Ankota and how it affects visit functionality and chronology.
• Visit Type Options — of key Visit Type configuration options in Ankota, including clock in/out restrictions, calendar display, multi-client clock-ins, signature skipping, and duration warnings.