HHAeXchange Forms

This feature is activated by HHAeXchange System Administration. Contact HHAeXchange Support Team for details, setup, and guidance.

HHAeXchange Forms lets you create custom forms to collect information during visits. You can add questions, organize content, and control how and when fields appear, depending on your needs and level of experience.

To create a form:

  1. Go to Clinical > Form Admin.

    Go to Clinical > Form Admin.

  2. Click Create New Form.

    Click Create New Form.

  3. The New Form (Draft) page opens. Under the Details section, enter a:

    1. Form Name (Required)

    2. Description

    3. Form Type (Required)

    4. Document Category (Required)

    5. States where the form is used

    6. Associated Visit Type — This field appears if Skilled or Unskilled is selected under Document Category.

      Fill out the necessary fields and click Save & Continue.

  4. Click Save & Continue.

  5. The Office Assignment section opens. Select the Offices where this form is used from the dropdown. Then, click Save & Continue.

    Under the Office Assignment dropdown, select the Offices where this form is used. Then, click Save & Continue.

  6. The Form section opens. This is where you create your form.

    Select the component you want to add to your form from the dropdown. The following components are available in the Basic Form Builder:

    1. Text & Written Responses:

      Question Type: Use when: Example:

      Sentence

      You need a short written response.

      Sentence Example

      Paragraph

      You need a longer explanation.

      Paragraph Example

    2. Selection-Based Questions:

      Question Type: Use when: Example:

      Single Select

      The person completing the form should choose one option.

      Single Select Example

      Checkbox (Single)

      The person completing the form should choose one option.

      Checkbox Single Example

      Checkbox (Multiple)

      More than one option may apply.

      Checkbox Multiple Example

      Dropdown

      The person completing the form should choose one option, generally better for long lists.

      Dropdown Example

    3. Date, Time & Numeric Questions:

      Question Type: Use when: Example:

      Date

      You need a calendar date.

      Date Example

      Time

      You need a time of day.

      Time Example

      Number

      You need a numeric value.

      Number Example

      Phone

      You need a phone number.

      Phone Example

    4. Clinical & Specialized Questions:
      Question Type: Use when: Example:

      Non-Verbal Pain Scale

      Recording observed pain levels

      Pain Scale Example

      Survey

      You need to collect one selection per row across multiple criteria.

      Survey Example

      Signature

      You need to collect a signature.

      Signature Example

    5. Form Content & Layout:
      Component: Use when: Example:

      Rich Text Editor

      You need to add instructions or information to the form.

      Rich Text Example

      Table

      You want to add any of the questions above in the form of a table.

      Table Example

    1. To make a question required, check the Required box.

      To make a question required, check the Required box.

    2. To move a component to a different place in the form, click the Ellipsis Icon and then select Move Up or Move Down.

      To move a component to a different place in the form, click the Ellipsis Icon and then select Move Up or Move Down.

    3. To remove a component, click the Ellipsis Icon and then select Delete.

      To remove a component, click the Ellipsis Icon and then select Delete.

    4. To add another question, click on + Add Another Component at the bottom of the page.

      To add another question, click on + Add Another Component at the bottom of the page.

    5. You can add a field that autopopulates information from the Patient Profile or Caregiver Profile by clicking + Add Autopopulation Field.

      Click + Add Autopopulation Field.

    6. Click Preview at the bottom of the page to view how your form will look to the person filling it out.

    7. Click Save.

To publish a form and make it available for use:

  1. On the main Forms page, click the Ellipsis under the Actions column and select Publish from the dropdown.

    On the main Forms page, click the Ellipsis under the Actions column and select Publish from the dropdown.

  2. Click Publish & Assign.

    Click Publish & Assign.

  3. Click on the Published tab, click the Ellipsis under the Actions column and select Set Associated Visit Type from the dropdown.

    Click on the Published tab, click the Ellipsis under the Actions column and select Set Associated Visit Type from the dropdown.

  4. Select one or more Associated Visit Type(s) from the dropdown and click Confirm.

    Select one or more Associated Visit Type(s) from the dropdown and click Confirm.

The form can now be launched from the associated Visit type and office.