General
Aaniie Standard Forms Guide
Aaniie Standard Forms Guide Overview Aaniie includes a comprehensive library of standard forms designed to help agencies document care, maintain compliance, improve communication, and organize client information. These forms support client care, ...
Using the Scheduled Shifts Report
Using the Scheduled Shifts Report Overview The Scheduled Shifts Report provides a comprehensive view of all scheduled shifts within a selected date range. It is a valuable tool for investigating missing shifts, auditing scheduling activity, ...
Shift Review Dashboard Alert Conditions
Shift Review Dashboard Alert Conditions Overview The Shift Review Dashboard helps agencies quickly identify visits that may require attention. Alerts are generated automatically when specific conditions occur during a shift. Below is a description of ...
TriWest Veterans Affairs Claims Setup
This guide walks you through setting up and submitting electronic billing (eBilling) so claims can be generated and submitted successfully. 1. eBilling Integration Once enabled by support, you’ll be able to create claims in Payer Invoicing in Menu → ...
Caregiver Rewards: Managing Rewards
After Caregiver Rewards has been enabled in the Site Settings you will have the option for Caregiver Rewards in your menu. There you can personalize your set up, award badges, add and subtract rewards points manually, and process redemptions made by ...
Requesting and Approving open shifts - Full Process
The below process outlines the request of an open shift from a caregiver. As well as how to view those request and approve the caregiver for the open shift. Site Settings around open shifts: Menu>Settings>Site Settings Privacy section See below ...
View My Files
Staff have the ability to view add or view personal files in the My Files section in their profile. The below steps will show where the those files are located to access. 1. Go to the Aaniie Dashboard page by clicking the logo in the top left corner ...
Update and View Client Profile
Every client in the Aaniie system has a client profile attached to them. To view and update these client profiles, follow the instructions below. Make sure that every section is accurate and up to date. Along with pinning each client's location for ...
Receipt Payment Method Options
When creating a receipt there are a few different options you can select in the Payment Method options. See below and reasons you may use those options. This is helpful if an agency does a hard close on their month. If you are wanting to write off ...
Client Deposits vs Service Deposits
The difference between Client Deposits and Service Deposits is noted below: Client Deposits: Client Deposits are located in the clients profile under the Accounting section. NOTE: When adding a client deposit this is just for reference. It will not ...
How to remove, edit, or add Mileage Reimbursements to client's invoicing.
Removing a Mileage Reimbursement previously added to client's profile: 1. Access client's profile and select the Invoicing section. 2. Select or create a billing period the mileage was added to by caregiver. Click Load. 3. Select the Mileage ...
Go-Live Tipsheet
All modules within Aaniie are important, but here are some items you can focus on in order to go live. These are the processes that we have identified as being necessary for going live. Step 1: Get Your Staff Inputted and Logged In Add Staff - To add ...
Billing Contact Information
Billing Contact Information Purpose: Confirm and update the billing contact information used by Accounting for billing and invoicing communications. Step 1: Navigate to Billing Contact Information Go to Site Settings and open Company Billing Contact ...
Agency Address
Agency Address and ZIP+4 Configuration Tip Sheet Overview Your agency address is used throughout Aaniie for billing, payroll, claims, reporting, and other system functions. It is important to ensure that your agency address information is accurate ...
Company and Mailing Label Logo
Company & Mailing Label Logo Uploading and editing your company and mailing label logo When uploading your Company Logo: The Company logo will be shown on the upper right corner of your Aaniie site. 1. Navigate to Company Contact Information in Site ...
Emergency Profile Editing
Personal Profiles should be updated to reflect changes in a caregiver’s life. Editing the Emergency Profile section is necessary when changes are made to your emergency information. Follow the steps below to change emergency information. 1. From the ...
Education Information
You should update your Personal Profile regularly to reflect changes in your life, including education changes. Follow the steps below to update your education information. 1. From the Homepage scroll to the Tools and Forms area. There you will click ...
Change/Update PIN
Changing your PIN/ 4-Digit Security Number in Aaniie is quick and easy, simply follow the steps below: 1. Go to the My Aaniie page by clicking the Aaniie logo in the top left corner of the screen. 2. Once on the My Aaniie page, click the icon to ...
Change/Update Password
Changing your password yourself in Aaniie is quick and easy, simply follow the steps below: Go to the My Aaniie page by clicking the logo in the top left corner of the screen. Once on the My Aaniie page, click the key icon Change Password below the ...
Upload and/or Rotate Profile Picture
Changing your profile picture in Aaniie is quick and easy, and will help your clients and other users more easily identify you, strengthening your relationship. Simply follow the steps below: Go to the My Aaniie homepage page by clicking the logo in ...
Password Requirements
When a staff member or client needs to change their password they would need to follow the below password requirements. 1. Password strength: 65% or greater. 2. 8 characters minimum. 3. Use upper and lowercase letters. 4. At least 1 Number. 5. At ...
File Management
File Management Tip Sheet Overview File Management provides a centralized location for storing, organizing, and distributing documents throughout Aaniie. Unlike Client Files or Staff Files, which are tied to a specific individual, File Management is ...