Scheduling/Confirmation

(Required) Select if Patient Visit Authorizations must be fulfilled to schedule a compliant visit. Once selected, this requirement may only be disabled by HHAeXchange Support Team.

Select to require a specific Service Code for all Authorizations entered for Patients under the Contract.

Select for the system to apply matching Authorization toward TT/OT values (if visit is marked as a Missed Visit with values added in the TT/OT field).

If not selected, then the system does not apply Authorization hours for Missed Visits with Travel Time.

Defined week range used for billing and running payroll. This field is controlled by system administration. Contact the HHAeXchange Support Team to change settings.

Select to permit the system to perform Master Week rollovers even if the visits generated by the process are not Authorized.

This field allows Agencies to determine how the system responds when a value greater than 24 hours is entered for a daily Authorization, as follows:

• Select No (default) to take no action when greater than 24 hours are entered for a single day.

• Select Warning to receive an alert when exceeding 24 hours on a given day, but still allow to save the value.

• Select Validate to receive an alert when exceeding 24 hours on a given day and prevent from saving the Authorization.

Select for the system to automatically create new visits once EVV confirmations for both Clock In and Clock Out are received on the same day.

Select for the system to automatically apply an EVV confirmation to the Visit End Time if a Caregiver has successfully clocked into a shift.

Select for the system to allow users to create to-the-minute visit schedules as opposed to rounding it to the closest interval.

This field is for review purposes only. Contact the HHAeXchange Support Team to enable/disable this feature.

Select checkbox to recalculate Authorizations based on Billable Service Time. Refer to the following description.

(Required) Define the Plan of Care (POC) compliance for all visits scheduled under the Contract, as follows:

• Select Contract Compliance to require five tasks for each visit with a minimum of one Personal Care task.

• Select Personal Care Compliance to require one Personal Care task for each visit.

• Select No Compliance if no tasks are required for the visit; only compliance Start and End Time.

• Select Patient POC Compliance for the system to validate that all duties included in the Patient's POC have been performed.

Select this field to require Clinical Documentation for all Skilled visits before passing the Prebilling Exception page. When selected, the checkboxes in the Sufficient Documentation section unlock.

Select the type of Clinical Documentation required for Skilled visits, as follows:

• Select E-Doc in Status for visits to pass Prebilling if e-Docs have been entered and saved in the status selected in the dropdown.

• Select Scanned Clinical Documents for visits to pass Prebilling if a scanned Clinical Document has been uploaded for the visit.

Contact HHAeXchange Support Team to update field settings.

Select for Duties marked as Refused to be counted towards the chosen Required Compliance.

By default, HHAeXchange does not allow users to caught on the Call Maintenance tab that did not originate from a phone number recognized as belonging to the Patient. Select this checkbox to bypass this restriction.

Select which fields are required when making changes on the Visit Info tab to include:

• Visit Edit Reason

• Action Taken

• Verified By

• Date and Time Verified

• Supervisor

Select which fields on the Visit Window require a reason when edited, including:

• Schedule Time

• Plan of Care

• Bill To (Contract)

• Service Code

• Caregiver

• Pay Code

• Bill Info Tab

When selected, the POC Duties duration must match the actual visit duration.

Select to require a signature when a Caregiver Clocks IN and/or OUT using the Mobil App. Once activated, the Mobile App prompts the Caregiver with a signature screen when Clocking IN and/or OUT.

• Select At Clock-In to require signature at Clock In.

• Select At Clock-Out to require signature are Clock Out.

• Select Allow Signature Skip to require a Skip Reason if signature skip is allowed.

• Select Require Timesheet if EVV linked to visit w/o Signature to reqire a timesheet tied to the EVV visit if no signature is required.

Refer to the Mobile App Agency category for details and instructions.

Select so that the Timesheet Approved checkbox must be selected on the scheduling window before the visit can pass the Prebilling Exception page.

Select for any manual change to the Visit Start Time and/or Visit End Time field for visits under the Contract results in the Visit being marked as Timesheet Required.

Select for Caregivers to be paid for the exact duration of a visit to the minute.

This field is for review purposes only. Contact the HHAeXchange Support Team to enable/disable this feature.