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GoToMeeting
Support
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2
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Troubleshooting EVV (Caregiver can't clock in)
GoToMeeting
Getting Started with Ankota
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6
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How Do I Get Started with Ankota?
What are Roles?
The Main Menu
Setting User Security
Logging In to the Office System
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Caregiver Management
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6
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Adding a New Caregiver
Adding HR Requirements to a Caregiver
Setting Caregiver Availability
Add an Administrator
Set Employee to Former
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Client Management
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10
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How to Add a Client
How to Set Authorized Service for Clients
Assessment Visit
Completing Assessment Form (creating care plan with assessment)
How to Manually Create a Care Plan (Without an Assessment)
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The Ankota Dashboard
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1
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The Dashboard
Scheduling
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5
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Create Visits from Patterns
Create Visits From A Time Sheet That Were Never Scheduled
The Dispatch Board
Calendar Alerts
Calendar Based Scheduling
Mobile App
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4
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How to Save the Mobile App Icon on Your Mobile Device (IPhone and Android)
How to Use the Mobile App
How To Reset GPS (Geo Location, Share Your Location, etc) On the Mobile App
Create Your Own Visits in Mobile App
Billing
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6
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How To Set Bill Rates
Adding A Billing Adjustment
Ensure All Visits Are Closed
How To Calculate Billing
How to Re-bill (Change to Draft)
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Payroll
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3
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Set Pay Rates for Employees
How to Calculate Payroll
Adding a Payroll Adjustment
Reporting
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6
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Reports - How to find and Generate Reports
Visit Closure Report
Client Detail Printout
Authorized Vs Delivered Services Report
Authorized Service Warning Report
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Manual
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1
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Manual
Visit Mangement
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6
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Using Telephony
Closing "on hold" Visits
Canceling Visits (Visit Screen)
Deleting Visits
Reporting Visit Completion & Tasks via the Office Ankota System
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Help Site
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2
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How To Use The Help Site
Mobile App Log-in
Configurations
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2
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How To Set A Worker's Template
How To Set A New Care Plan Category
Actions/Requests
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1
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How To Message A Caregiver Via Telephony Or Mobile App
Webinars
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5
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Supporting Caregivers During EVV Troubles (June 5, 2019)
Digging into Data: Part 1 (July 10, 2019)
Digging into Data Part 2: The Power of the Pivot Table (August 14, 2019)
Calendar-Based Scheduling in Ankota (August 29, 2019)
Providing Web Access for Your Caregiver (November 20, 2019)
