Getting Started
Welcome to HHAeXchange! We’ve rounded up the most helpful resources for new users just getting started with the HHAeXchange portal.
Your Onboarding Journey Starts Here
Welcome - we're so glad you're here. Starting something new can feel big, but you're not doing it alone. This topic gives you everything you need to get started and feel confident using the HHAeXchange portal.
The onboarding steps are broken into 5 categories that help you see where you are, what comes next, and how to keep moving forward with success. We're here to support and guide you every step of the way.
Click the sections below to view more information about each stage.
You will receive a welcome email from HHAeXchange that includes information about your first call with your Project Manager and your onboarding check sheet.
In this stage, you'll attend a kickoff call to meet your Project Manager, learn about our onboarding process, and get set up in the project management tool, OnRamp. You'll also fill out a few forms so we can understand your agency's needs and start setting up your HHAeXchange portal.
Next we will build your HHAeXchange foundation.
It's time to build your HHAeXchange foundation! Think of this stage as setting up the backbone of your HHAeXchange portal, the essentials that everything else runs on.
Download your Build your Foundation Checklist here.
Your goal: Log in to your HHAeXchange portal, add your Agency's users, and enter your first caregivers and patients.
This is where things start to feel real! You're building schedules and preparing caregivers to clock in and out to ensure accuracy and efficiency.
Download your Caregiver Readiness checklist here.
Your goal: Schedule visits, create your Master Week schedule, confirm Caregivers are trained, can access the HHAeXchange Mobile App, and validate Electronic Visit Verifications (EVV) are accurate.
In this stage you learn to review, correct and prepare visits for accurate billing and EVV compliance.
Download your Visit Readiness checklist here.
Your goal: Search for visits in Visit Maintenance, link EVV to Scheduled Visits, and manage Visit Maintenance.
Healthcare financial processes can feel stressful. But here's the thing: rejections are a normal part of the process, and knowing how to handle them is a superpower! This stage is all about building that confidence.
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Download your Billing checklist here.
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Download your Payroll Readiness checklist here.
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Download your Rebilling Readiness checklist here.
Your goal: Submit your first claims, understand how to identify and correct rejections, complete your first payroll confidently, and ensure your core workflow feels stable and repeatable.
Our team is here to support you at every step!
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Join a Live Training Session to learn alongside other customers.
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Join daily live Office Hours every weekday at 2 pm ET for questions and answers.
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Visit HHAeXchange University for a full onboarding course you can follow at your own pace.
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Visit the Provider Info Center.
Congrats on getting started with HHAeXchange!
During implementation, we covered a lot of information in a short amount of time. We’ve gathered helpful resources, trainings, and checklists to support you through your first weeks after go-live.
Use the steps below to do the following:
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Download the checklist.
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Watch the recorded webinar or sign-up for a live webinar.
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Access additional help and resources.
Download Checklist
Webinar Recordings (30 min)