Visit Management

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• Assign substitute caregiver — If you need to assign a caregiver to fill in for another caregiver for the day:
• Canceling Visits (Visit Screen) — How to cancel individual or multiple visits in Ankota using the Visits screen or calendar.
• Care Codes in Ankota — Explains how care codes in Ankota modify billing and payroll rules when applied to visit types, individual visits, and clients, and how to create them.
• Closing "On Hold" Visits — How to close visits placed on hold in Ankota, including both the caregiver manual closure feature and the legacy On Hold management processes via the Visit Approval Dashboard and Visits page.
• Correcting Sandata Visits with an Incomplete Exception Missing Tasks
• Daily Adjustments — How to make common daily schedule adjustments in Ankota, including caregiver changes, cancellations, manual clock-ins/outs, and visit deletions.
• Exporting Ankota Notes — How to export client, caregiver, and visit notes from Ankota using various reports and printouts.
• GPS Management and GPS Re-Sets — of Ankota's GPS options, lockdown settings, re-set procedures, and troubleshooting for caregiver clock-in/out location verification.
• Historic Visit Cleanup with the Approval Assistant — How to catch up on a backlog of unmanaged visits using Ankota's Approval Assistant, organized as a three-day cleanup plan.
• Manual Visit Entry — How administrators can manually create, close, and document visits in Ankota via the Visits page, Visit Approval Dashboard, and paper timesheet uploads.
• Multiple Care Plan Management — How and when to create and assign multiple care plans for a client in Ankota, including scheduling options.
• Overlapping Visits
• Overlapping Visits — How Ankota prevents overlapping visits from being approved and the steps to identify and correct them.
• The Ankota Approval Assistant — and instructions for using the Ankota Approval Assistant to resolve data entry issues, apply reason codes, adjust visit durations, and mass approve visits from the Visit Approval Dashboard.
• Unique Functions of Visit Management via the Visits Page — of the Visits page's filtering and bulk-action capabilities, including a reference for each action button.
• Visit Approval Dashboard — The Visit Approval Dashboard, previously called the Visit Closure Report, is a review board for any arrived or closed visit. It is linked from the…