General
Handout: Client App Install, Login & User Guide
Please download the word document to add your agency URL and make edits based on your agency settings. Email or print this document to give to clients and/or family members. To view the login & user guide for the web version family portal, click ...
Handout: Client or Family Portal Login and User Guide
Please download the word document to add your agency URL and make edits based on your agency settings. Email or print this document to give to clients and/or family members. To view and download the mobile app handout for clients, click here. Family ...
Nurse Signtures Dashboard
Nurse Signatures Dashboard This dashboard can be used for Nurses to sign off desired compliant shifts singularly or in bulk. In addition, you can send a copy of the shift and sign off to the client’s files for viewing. Enabling Nurse Signature ...
Aaniie Payments - Setting up a Client to Make a Payment
Tip Sheet: Setting Up a Client to Make Payments with Aaniie Payments Aaniie Payments allows agencies to securely store payment methods and process electronic payments from clients, client representatives, and invoicees. Before setting up a client for ...
Aaniie Payments - Client and Client Representative Processing Payment via their Portal
Tip Sheet: Client and Client Representative Portal Payments Clients and Client Representatives can securely store payment methods and make payments directly through their portal. Adding a Stored Payment Method Before making a payment, a payment ...
How Clients Can Access Clients Files
Here is some help on how to make Client Files accessible to clients and how clients can view these documents. Making Client Files Accessible to Clients When uploading a document to client Files, select 'Client' in the File Access field before ...
Agency Forms visible for Client Leads
If you would like to send an agency form to a Client Lead to fill out then be visible in their profile. This feature allows that lead the option without signing into the software, and then will populate the filled out form in the site. Step 1 Contact ...
Clients - Mobile App Login Tips & Features
It is quite common for Clients to use our Aaniie mobile app. Here are some tips for logging in to the app and some of the basic features on the app for Clients! Logging into the App 1) First, you need to download the app. If using iOS (Apple device), ...
View/Update Client Contact Informtion
To view/update the client's main information, follow the steps below. Menu > Client > Client Management, click on the client profile picture or the No Photo icon to open up the client profile. Click priority info, To edit the fields, hover over the ...
Client Portal Usage
Please see the attached PDF or below for instructions on how Clients and Representatives can use the Client Portal. How To Use The Client Portal Instructions on how Clients and Representatives can access the Aaniie Care information that pertains to ...
How To Print An Empty (Or Blank) Form
How To Print An Empty (Or Blank) Form A Form that has already been created or used for a Client can be printed using the Print PDF function from within Aaniie. However it is not directly possible to print an empty/not filled out copy of a form. ...
Add New Client
Want to keep track of all your clients within Aaniie? Not a problem. To add a client in Aaniie, follow the steps below: Using the Menu dropdown at the top right of the screen, hover over Clients. Within the Clients dropdown, select Client Management. ...
Admin Clients
Quick Notes Guide Quick Notes provide a convenient way to document client communications, staff interactions, follow-up activities, and other important information that should be retained for future reference. Accessing Quick Notes Quick Notes can be ...