Visit 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 Call Dashboard is an Exception page that captures Visits with either a partial or no EVV confirmation. Visits found on the call dashboard may not be processed for billing until they are fixed. Users can sort through any partial or unconfirmed Visits and adjust information to confirm them withing the system.

Learn to

  • Sort through Call Dashboard exceptions

  • Troubleshoot basic scheduling and confirmation issues

  • Identify the best resolution methods

  • Understand additional call dashboard functionality

Manage Call Dashboard

11 min.

Watch the videos to learn about EVV setup and processes in the HHAeXchange system.

Learn to

  • Mobile App Scheduled Clock

  • Mobile App Unscheduled Clock

  • Offline Mode

  • EVV Visit Management

Add Dx Code in Authorization

2 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.

Clock In/Out via IVR

3 min.

EVV Overview

2 min.

Create Individual Visit

2 min.

Create Master Week

2 min.

Enable Mobile Access

2 min.

Link Caregiver to Patient for Unscheduled Visits

1 min.

Locate Time and Attendance PIN

1 min.

Save IVR Phone Number

1 min.

Webinar - EVV Best Practices

56 min.

Webinar - EVV Made Simple: How to Stay Compliant Everyday

60 min.

EVV Collection and Management

Learn to

  • Review EVV Call Dashboard Management. ​

  • Resolve common EVV errors in HHAeXchange.

Create Automation Creation of Schedules

2 min.

Edit Visit from the Caregiver Calendar

1 min.

Manually Confirm Visits from Call Dashboard

2 min.

Resolve Dashboard GPS Out of Range (Call Dashboard Error)

2 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.

Watch the videos to learn about the various methods used when manually confirming visits in the HHAeXchange system.

Learn to

  • Manual Visit Management

  • Missed Visits

Manual Visit Management

11 min.

Learn more about the scheduling features in HHAeXchange.

Learn to

  • Manage recurring visits with our Master Week feature

  • Schedule from the Calendar

  • Use the Copy and Create tools

  • Navigate the visit page

  • Person and use caregiver availability search

Create Master Week

2 min.

Manage Schedules

6 min.

Learn more about the Visit Maintenance feature in HHAeXchange.

Learn to

  • Link visits

  • Manage unscheduled visits

  • Manually confirm visits

  • Search for visits

Link EVV Visits from the Visit Maintenance Tab

2 min.

Manage Unscheduled Services in Visit Maintenance

3 min.

Manually Confirm Visits in Visit Maintenance

2 min.

Search for Visits in Visit Maintenance

2 min.

Visit Maintenance Demo

14 min.

Webinar - Visit Maintenance Overview

60 min.