Site Settings
Site Settings: Confirm or Edit Agency Billing Contact Information
Site Settings: Confirm or Edit Agency Billing Contact Information Here’s how to review your agency’s billing contact entered in Aaniie: Navigate to Site Settings Log in to your Aaniie Care site and navigate to site settings (Menu > Settings > Site ...
Site Settings: Confirm or Edit Agency Contact Information
Site Settings: Confirm or Edit Agency Contact Information Here’s how to review your agency’s contact details entered in Aaniie: Navigate to Site Settings Log in to your Aaniie Care site and navigate to site settings (Menu > Settings > Site Settings.) ...
Exempt Client From Geolocation Perimeter
This would be helpful if you have a Client that staff may clock in for Office or Admin duties. If your GEO location perimeter is required to be within a certain distance this may cause issues for staff at clock in. You can now exempt those clients so ...
Enable Punchcard edits up to 30 days
Enable Punchcard edits up to 30 days Site setting allows viewing and editing of punches, shift notes, completed tasks, and collecting signatures up to 30 days in the past. Enabling the Site Setting Menu>Settings>Site Settings Access the site settings ...
Multi Factor Authentication - Full Site
Here's the tip sheet version formatted consistently with the others: Multi-Factor Authentication (MFA) for Desktop Tip Sheet Overview Multi-Factor Authentication (MFA), also known as Two-Factor Authentication, provides an additional layer of security ...
Aaniie Payments Application
Please see attached screenshots to view the application process to register for Aaniie Payments. Aaniie Payments Application Guide Customer Enrollment Walkthrough Purpose This guide walks you through completing the Aaniie Payments application and ...
Scheduled Notifications
Scheduled notifications can be used to provide notifications to both clients and staff members. These can be used to notify clients on their birthdays, about forms, and about form reviews. You are able to notify staff members about their birthdays, ...
Scheduling in Site Settings
There are several scheduling functions that are available within the Site Settings. These options allow you to determine a wide variety of things related to the scheduling systems within SmartCare. These options span from when shift reminder emails ...
Punchcard Reimbursable Expenses
Sometimes caregivers will have expenses that the agency will reimburse. To file a claim for your reimbursement while clocking out, follow the steps below. Navigate to the punchcard to clock out by going to the Menu>Personal>Punchcard. Once in ...
Punchcard Notes
Recording notes on the punchcard is an option during your clock out. It may not always be necessary, but it is an essential thing to know how to do. Follow the outlined steps to add shift notes while you are clocking out. Once you are on the punchard ...
Punchcard in Site Settings
There are several options for the Punchcard that are available to be edited within the Site Settings. Some of these include EVV (Electronic Visit Verification), so be sure to check your state’s laws before setting those to make sure that you set them ...
Clock in issues regarding location
When a caregiver is clocking into a shift and receives a similar error shown below you may need to make sure the client's address has been verified in their profile. This error is centered around the site setting around the Geolocation Perimeter. If ...
Travel Time Automatic Shifts
Automatic Travel Time Shifts Tip Sheet Overview The Automatic Travel Time Shifts feature allows Aaniie to automatically create travel time shifts when a caregiver travels between scheduled client visits at different addresses. These travel time ...
Paid Time Off
The Paid Time Off section within Site Settings will determine if your agency gives caregivers paid time off and pay as well as the specifics of that leave and pay. To set up your agency's Paid Time Off system follow the instructions below. Navigate ...
User Sort Order
The User Sort Order is a feature within the SmartCare Site Settings that allows for lists of people to be viewed in alphabetical order by first name or last name. For each category of person you are able to choose whether you want the list of them to ...
Paid Sick Leave Settings
Caregivers will get sick, and the Paid Sick Leave section within Site Settings will determine if your agency gives them paid sick leave and pay as well as the specifics of that leave and pay. To set up your agency's Paid Sick Leave system follow the ...
New User Welcome Messages
New User Welcome Messages are essential to establishing a good repertoire between your agency and it’s clients, applicants, and employees. To customize these messages, follow the instructions below. Navigate to the Site Settings through ...
Company and Mailing Label Logo
Company Logo and Mailing Label Logo Tip Sheet Overview Aaniie allows agencies to upload both a Company Logo and a Mailing Label Logo through Site Settings. These logos are used in different areas of the system and have specific size requirements. ...
Site Settings - NPI/EIN
Verifying and Updating Agency NPI and EIN Information Tip Sheet Overview The National Provider Identifier (NPI) and Employer Identification Number (EIN/FEIN) are important pieces of agency information used for billing, claims processing, reporting, ...
Editing Application Length
You have the ability to disable certain sections of both the applicant lead and registration form. To edit the Applicant Lead and Registration forms: 1. Select Menu > Settings > Site Settings. 2. To edit the Leads application, scroll down to the ...
Applicants - Site Settings
The Applicants section of the Site Settings allows you to edit what applicants must do during the application process. To edit this section, follow the instructions below. Click on the Site Settings quicklink or navigate there through ...
Prevent Caregivers from Clocking in Early
Go to Menu > Settings > Site Settings. Under Scheduling, go to Punchcard: Prevent Early Clock-in. Enter a number of minutes. Note: If the employee tries to clock in prior to the set number of minutes, the clock-in will be rejected. i.e. "5" will ...
Automatic Mileage between Two Shifts
Automatic Mileage Between Two Shifts Tip Sheet Overview The Automatic Mileage Between Two Shifts feature allows Aaniie to automatically calculate and create mileage reimbursement records when caregivers travel between client shifts. When enabled, the ...
Setting Up PointClickCare Single Sign On
Overview PointClickCare Single Sign-On (SSO) allows Aaniie users to log in using their PointClickCare credentials instead of separate Aaniie credentials. Important: You must have Aaniie Admin rights to enable SSO. Step 1: Enable PointClickCare SSO ...
Requiring Manager Approval Before Shifts Notes Are Displayed To Clients And Client Representatives
You do have the ability to prevent shift notes from being displayed to clients and client representatives unless a manager has approved the notes first. To do this, go to Menu/Settings/Site Settings and scroll to the Privacy section. Check "Require ...
Paid Time Off and Sick Leave
Keeping Track of Paid Time Off (PTO) and Paid Sick Leave in Smartcare Smartcare has an internal system capable of keeping track of Paid Sick Leave and Paid Time Off accruals. To enable, first you would go to Settings > Site Settings > Scroll down to ...
Offline Mode
Note: Offline mode must first be enabled by Smartcare Support. If it is not enabled, please email Support@Aaniie.com Offline Mode Tip Sheet Overview Offline Mode allows caregivers to continue using the Aaniie mobile application when internet service ...
Auto Mileage
To use it you will need an admin client (ex name: 'Mileage Client'). You will do this by selecting 'This Client is for Testing, Training, Administrative or On-Demand Scheduling' when creating the client. Next you will go into the site settings, ...