Getting Started Videos

Refresh your skills and knowledge of HHAeXchange in the training videos and interactive demonstrations below:

Some features may not be available in your portal. Features depend on role, permissions, and portal type.

Gain access to HHAeXchange and learn to use the Portal.

Learn to

  • Log in to the HHAeXchange Portal

  • Reset your HHAeXchange Password

  • Use the HHAeXchange Knowledge Base

  • Create and manage User and Caregiver accounts

Use the HHAeXchange Knowledge Base

2 min.

Log Into HHAeXchange

2 min.

Set and Reset HHAeXchange Password

1 min.

Create New User

2 min.

Run List of Caregivers Report

1 min.

Set Up Caregiver

3 min.

Receive and Review Payer Contracts and Data

Image of a worflow diagram showing the Payer-Managed Patient Workflow.

Learn to

  • Search and update Payer Contracts​

  • View and Manage Member and Authorization Data

Search for a Contract

2 min.

Search and Edit Patient Information

2 min.

Verify Auth/Orders through Patient Profile Page

2 min.

Review Patient Placements

2 min.

Run Patient Report

1 min.

Assign Physician (Optional)

2 min.

Create Service Code Rates (Optional)

2 min.

Create and manage Patient Contracts

Image of a worflow diagram showing the Provider-Managed Patient Workflow.

Learn to

  • Add a Patient in the system​

  • Create an Authorization

  • Associate the Patient to a Contract

Search for a Contract

2 min.

Add Patient

2 min.

Search and Edit Patient Information

2 min.

Associate Contract to Patient

1 min.

Add Authorization to Patient

2 min.

Run Patient Report

1 min.

Assign Physician (Optional)

2 min.

Create Service Code Rates (Optional)

2 min.

EVV Setup & Readiness

Learn to

  • Provide Caregiver Training & EVV Tool Access.​

  • Schedule Visits and Calendars in HHAeXchange.

EVV Overview

2 min.

Enable Mobile Access

2 min.

Locate Time and Attendance PIN

1 min.

Save IVR Phone Number

1 min.

Clock In/Out via IVR

3 min.

Link Caregiver to Patient for Unscheduled Visits

1 min.

Clock In/Out for Scheduled Visit on the HHAeXchange+ Mobile app

2 min.

Clock In/Out for Unscheduled Visit on the HHAeXchange+ Mobile App

2 min.

Create Individual Visit

2 min.

Create Master Week

2 min.

Add Dx Code in Authorization

2 min.

Webinar - EVV Made Simple: How to Stay Compliant Everyday

60 min.

Webinar - Illinois EVV Best Practices

60 min.

These videos give an overview of managing EVV visits including resolving common errors, correcting visit details, and using simple tools to stay compliant each day.

Learn to

  • Maintain EVV compliance.

  • Review EVV Call Dashboard Management. ​

  • Resolve common EVV errors in HHAeXchange.

Manually Confirm Visits from the Call Dashboard

2 min.

Edit Visit from Caregiver Calendar

1 min.

Resolve No Schedule on Calendar (Call Dashboard Error)

2 min.

Resolve Out of Window Outside Variable Duration (Call Dashboard Error)

2 min.

Resolve Phone Number Not Found (Call Dashboard Error)

2 min.

Resolve Dashboard GPS Out of Range (Call Dashboard Error)

2 min.

Automation Creation of Schedules

2 min.

These videos cover the billing process using theHHAeXchange system.

Learn to

  • Review Prebilling issues and holds

  • Review and resolve billing issues before invoicing visits​

  • Resolve claim rejections and resubmission

Resolve Incomplete Confirmation

2 min.

Resolve Authorization

3 min.

Resolve Unbalanced Visit

2 min.

Resolve Overlapping Shifts

2 min.

Resolve Temp Caregiver

2 min.

Create Invoice Batch

1 min.

Print Invoice & Duty Sheets

1 min.

Resolve Missing Diagnosis Codes

2 min.

Resolve Pending Billing for Additional Shift

2 min.

Resolve Same Service on Same Day Must be on Invoice

2 min.

Create e-Billing Batch

2 min.

Search and Export Claim Batches

1 min.

Rebill

2 min.

Learn to use the New UI in this interactive demo.

Learn to

  • Navigate the New UI

  • Use new features

  • Removed Features

Migrate to the New UI

Interactive Demo

Webinar - New UI Overview

55 min.