Caregiver/Attendant Info needed for Starting with Ankota
Before your Ankota system is configured specifically for your needs, we'll need some Caregiver and Attendant Info to enter into your environment.
Please provide:
- First and Last Name
- Address
- Phone Number
- As part of the upload, each Caregiver will be assigned a numeric ID and a PIN number for clocking into the EVV (Electronic Visit Verification) system. Here are some other considerations:
- Most of our customers have Ankota assign 3 digit IDs to their caregivers (e.g., starting from 100 and going to 221)
- For the PIN number, the most popular methods are to either use their birth month and date (like 1102 for November 2nd) or the last four digits of their social security number.
- Another consideration is whether your organization wants to associate any skills or certifications with your caregivers. This will be discussed in your implementation meeting.
A couple additional notes:
- Your Ankota Implementation team will provide you with updated templates to complete for the data loading process. If you have not received these, please contact your Implementation Representative.
- Only active clients and caregivers are generally updated. If you want to upload historical clients or caregivers please ask us (there might be an additional charge for this service).
- Authorizations, Care Plans, and Schedules may also be loaded if you are able to produce an excel file with the information. If not, your team will need to load those into the system manually.