How do I create unscheduled visits?

HHAeXchange offers 2 versions of our app, HHAeXchange and HHAeXchange+. Note the plus sign in the name of the app and ensure you are referencing instructions for the correct version of the app.

You can create an Unscheduled Visit for any Patient you have access to, whether or not you have previously worked with the Patient.

To create an Unscheduled Visit from the Schedule page:

Create an Unscheduled Visit can also be started from the Patients Page.

  1. Tap the Patient that you want to create an Unscheduled visit for.

  2. Tap Create an Unscheduled Visit.

    Partial image of Visit Details showing Clock In button highloghted

  3. If configured by the Agency, on the Electronic Visit Verification page, select GPS or Alternative Device as the EVV method.

    • If you select GPS, after you allow the app access to your location, you can use the map to help locate the Patient Address, and (if configured by the Agency) you can change the Visit Location from Home to another value to bypass the need for proximity to the Patient Address.

      Image of Electronic Visit Verification page showing GPS map indicating patient location and Service Delivery Location selector below the map

    • If you select Alternative Device, you are prompted to enter the six-digit Device ID and Passcode.

    • When you are finished, tap Continue. The Visit Details page displays.

  4. From the Visit Details page, complete the visit tasks. If configured, Duties, Questionnaires, Medications, Chat, Preferences, and Notes display to complete.

    Tap More Information on the patient details to view more information about the patient.

    Partial image of Visit Details showing Clock In button highloghted

  5. If required, obtain a Patient Signature, an RN (Coordinator) Signature, and a Caregiver Signature, and tap Submit, or tap Skip if available and select the reason for skipping.

  6. If required, obtain Patient Voice Consent (Record, Stop Recording) and tap Done, or tap Skip if available, and select the reason for skipping.