Patient 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.

The Patient module is where a patient’s profile is created and managed for both internal and linked contracts.

Learn to

  • Add and manage Patients Information

  • Add and manage Patients Plan of Care

  • Add and manage Patients Authorization(s)

  • Assign Coordinators and Physicians

  • Document medication administration via the eMAR module

  • Track vital signs via the Vital Signs module

  • Track wounds via the Wound Tracking module

Add Patient

2 min.

Add Authorization to Patient

2 min.

Add Plan of Care to Patient

2 min.

Add Person-Centered Plan

2 min.

Assign a Coordinator

1 min.

Assign Physician (Optional)

2 min.

Associate a Contract to Patient

1 min.

Create Patient Level Rates

1 min.

Create Patient Status Reason Code

2 min.

Create Person-Centered Plan (PCP) (Part 1 of 3)

3 min.

Document PCP Progress by a Caregiver in the HHAeXchange Mobile App (Part 2 of 3)

2 min.

Approve and Print PCP Visit Notes (Part 3 of 3)

2 min.

Eligibility Check Overview

3 min.

Manage Existing Patients

5 min.

Move Patient Office

2 min.

Perform Member Merge

3 min.

Search and Edit Patient Information

2 min.

Update Patient Status

2 min.

Verify Auth/Orders through Patient Profile Page

2 min.

Through this series of videos learn the various aspects involved in managing the Clinical module. The first segment offers the Admin Setup features followed by the End User Training segment.

Learn to

  • Add and manage Clinical eDocs

  • Add Clinical Users and create Physicians

  • Create and manage forms

  • Manage MD Orders

Add Documentation Visit Types

2 min.

Add Office Address on Clinical Documentation & MD Order

2 min.

Attach eDoc to Visit Type

1 min.

Clinical Implementation: eDocs Setup and Housekeeping

47 min.

Clinical Implementation: MD Order and Skilled Visit Documentation

46 min.

Create Billing Rates for eDocs

2 min.

Create Internal Service Codes for eDocs

2 min.

Forms Builder Introduction

7 min.

Building Forms Using Forms Builder

17 min.

Managing Forms Using Forms Builder

7 min.

Match MD Orders Other Items

4 min.

Learn to

  • Complete Clinical Information

  • Enter and manage information in MD Orders

  • Complete assessments

Access Clinical eDocs on Skilled Visit

2 min.

Access Clinical Permissions

2 min.

Log Into HHAeXchange

2 min.

Publish Skilled Visit Forms

2 min.

Schedule Skilled Visit on Patient Calendar

2 min.

Setup Clinical Access Configuration

2 min.

Webinar - 5-Clinical Q&A

39 min.

Webinar - 6-Clinical Q&A

21 min.

Webinar - 7-Clinical Q&A

48 min.

Webinar - 8-Clinical Q&A

34 min.

Webinar - Clinical Faxing and Order Tracking

45 min.

Webinar - Clinical Master Reports

60 min.

Webinar - Clinical Document Review Process

56 min.

Webinar - End User Training Part 1

61 min.

Webinar - End User Training Part 2

60 min.

Webinar - Housekeeping, Permissions, and User Management

47 min.

Webinar -Introduction to eDocs

1 hour

Webinar - MD Orders

47 min.