Updated: 17 April 2018

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.