What's New: August 2026
Enterprise Version 26.08.01
We’re excited to introduce the latest enhancements to your home healthcare experience! This release brings new features designed to simplify care coordination, reduce administrative work, and help your team focus on what matters most—delivering quality care. Explore what’s new and see how these improvements make your work more seamless than ever.
HHAeXchange is permission-based, so access to certain features may vary depending on your role and organization settings.
Feature Enhancements
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What's New |
Why It Matters |
What You Need to Know |
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Team/Location/Branch Filters |
Lets users who organize their work by team, location, or branch do so in Visit Maintenance, matching a workflow already available in Call Maintenance. |
These filters are now available directly within Visit Maintenance. |
| Reprocess Function | When new EVV data or system changes affect a visit's exception status (e.g., out of window, late, wrong caregiver), users can trigger a recalculation instead of waiting or reworking it manually. | A Reprocess button is now available on Visit Maintenance, mirroring the existing function on the Call Dashboard. |
| Display Timesheet – Required/Approved Functions | Flagging a visit as "Timesheet Required" signals that it can't pass pre-billing until a paper timesheet is received. This was already tracked in the system but wasn't visible on screen. | This status is now visually displayed on Visit Maintenance. |
| Replicate Corrections Tab | Gives caregivers a digital way to request time corrections (e.g., a late clock-in that should be adjusted) via the mobile app, replacing manual/paper correction processes. | The Corrections tab and its full functionality are moving from the Call Dashboard to Visit Maintenance. |
| Option for "All" EVV Exceptions | Saves time by letting users view all visits with current EVV exceptions at once, instead of selecting exception types one by one. | An "All" option is now available when filtering EVV exceptions. |
| Auto-Select Coordinator Filter | Saves time by automatically filtering cases based on the logged-in user. | This filter now auto-applies by user. |
| Hover-Window Fix | Addresses a usability issue where hover windows opened or closed unintentionally. | This issue has been resolved to reduce accidental window behavior. |
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What's New |
Why It Matters |
What You Need to Know |
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Bulk Patient Merge Wizard |
When a new linked payer contract goes live, agencies may end up with duplicate patient records — one active under an internal contract and one under the new linked contract. Merging them preserves visit history, schedules, authorizations, and billing records, and significantly reduces manual data entry during payer go-lives. |
A self-service wizard now lets providers automatically discover matching patient records and merge them in bulk. It also automates post-merge tasks, including discharging old contracts, end-dating authorizations, and updating master week schedules, all from a single interface. |
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What's New |
Why It Matters |
What You Need to Know |
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Multi-Factor Authentication (MFA) |
Adds an extra layer of security to protect account data from unauthorized access. |
Caregivers will be prompted to verify their identity via Email or SMS every 30 days. For more information, see Multi-Factor Authentication (MFA). |
| Plan of Care Note Banner | Gives caregivers quick access to essential care details right where they need them, helping ensure visits are completed correctly and successfully. | The mobile Duties screen now shows a patient-level Care Plan Note banner, plus task-level details (expected minutes, weekly frequency, special instructions) on each duty card. |
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What's New |
Why It Matters |
What You Need to Know |
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Email Alerts |
Keeps Payer and Provider (ENT) users informed of questionnaire alerts in near real-time without requiring them to log in and check manually, while protecting PHI. |
Users can enable notifications and assign specific recipients per alert. Emails include alert name, questionnaire, and trigger date/time — but exclude sensitive data. A consolidation interval (up to 7 days) can be configured to batch notifications and reduce email volume. |
| Provider Tasks and Interventions | Improves alert resolution accountability by ensuring critical follow-up items from a home visit are fully addressed before an alert can be closed. | Provider agencies can create and manage their own tasks/interventions in a dedicated Settings screen, assign them to patient alerts across any questionnaire, and toggle them active/inactive. Alerts with associated tasks can't be closed until all tasks are completed. |
| Alert Assignment by Office, Team, or Discipline | Gives agencies more flexible, granular control over who can act on an alert, with permissions enforced by group membership rather than just individual users. | Alerts can now be assigned to individual users, teams, offices, or disciplines. Existing user-based assignment behavior is fully preserved (backward compatible). |
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What's New |
Why It Matters |
What You Need to Know |
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Strengthened ENT Permissions Enforcement |
Ensures agency information stays protected by consistently enforcing assigned access levels — permissions are now verified behind the scenes every time a page is opened, an action is taken, or a record is looked up. |
This is a backend security enhancement only. The day-to-day user experience will not change, and there are no new steps to learn or set up. |
State Specific Release Notes
NY Caregiver Secondary ID
What's New
A new configurable caregiver ID hierarchy for New York claims, enabling the correct caregiver identifier to be sent as the rendering provider on 837I (institutional) and 837P (professional) claims — including proper handling of claims with multiple caregivers.
NY enforcement of the mandate begins October 1st.
Why It Matters
New York State requires caregiver identifiers to be reported as the rendering provider on applicable claims, with enforcement beginning October 1st. This update helps ensure your 837I and 837P submissions meet that mandate, reducing the risk of claim rejections and supporting timely reimbursement. Because the identifier hierarchy is configurable, you can set it up to match how your caregivers are credentialed (NPI, Professional License, Employee ID, or Secondary Identifier Number) rather than relying on a single fixed ID type.
How It Works
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Configure an ordered hierarchy of caregiver ID types (NPI → Professional License → Employee ID → Secondary Identifier Number) for 837I and 837P independently. The system prevents the same ID type from being selected in more than one position.
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When a claim is generated, the system attempts to use the first ID type in the hierarchy; if a caregiver doesn't have that ID on file, it automatically falls back to the next configured type.
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For single-caregiver claims, the caregiver ID is placed at the claim level (loop 2310A for 837I, 2310B for 837P).
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For multi-caregiver claims, the caregiver ID is also populated at the service line level (loop 2420C for 837I, 2420A for 837P) so each line correctly reflects the caregiver who performed that visit.
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For 837P, you can choose whether the line-level reference uses the current qualifier (REF01=0B) or the new one (REF01=G2), giving you control over the transition.
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Administrative controls are available in the ENT Admin CP, so hierarchy configuration can be activated at the contract or office level.
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Data mapping has also been extended to Legacy and 1EDI exports, so caregiver names and identifiers are reported consistently across export formats.
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Configuration changes apply only to claims generated after the change is saved — claims already generated are not retroactively affected.