Client Support Portal

The Client Support Portal is designed for clients to submit requests to the Client Support Team. This topic provides instructions on how to register for the portal, how to submit a support request, and how to manage existing requests.

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Customer Service Desk – Submit a Request

  1. From the HHAeXchange Client Support Portal, choose from the listed Portals (such as Integration, AR, and RCO) to better direct your request. For general support requests, select the Customer Service Desk portal.

    Image of the HHAeXchange Client Support Portal with the Customer Service Desk portal option highlighted .

    Client Support Portal – Customer Service Desk

  1. When the Customer Service Desk page is displayed, select an option from the Contact Us About list.

Contact Us About Options include :

  • Support Requests – General Request

  • Incident – Report an Outage

  • Mobile App

  • Office Transfer

  • Billing

  • Linked Contract Inquiries

  • Scheduling Issues

  • Reports

  • Unlock/Reset Password

  • EVV Configurations

  • Finance Inquiries

  • Portal Status Inquiries

  • Data Update Requests

  1. Next, select a sub-category in What Can We Help You With? For example, you can select the sub-category General Request – Portal.

Image of the Customer Service Desk portal displaying the What Can We Help You With category selector highlighted

Select Sub-Category

  1. Next, type a Summary and Description of the issue.

  2. Drag and drop, paste, or browse to and select any Attachment you want to add to explain the issue.

  3. Finally, click Send to submit the request.

    Image of the Customer Service Desk request form, with fields highlighted to complete and submit the request.

  4. Complete and Submit the Request

Review Outstanding Requests

To review requests you have submitted, when you access the Client Support Portal, click the Requests icon at upper right and select Created by me. Your outstanding requests are listed for your review.

Image of the Requests page with the Requests icon and Created By Me highlighted.  Also highlights the Reference and Summary fields.

Client Support Requests

To view full details, click the Reference number or Summary to open the outstanding support request.

Request components are shown in the following image and described in the table below.

Sample image illustrates the Support Request, highlighting request sections by number.

Support Request

Section

Description

1 - Description

Request description, including the original title and the initiation time.

2 - Activity Log

Log of notes exchanged with all involved parties.

3 - Notes

Add notes to support the request.

4 - Status

Request Status (For example, Waiting for Support, Waiting for Customer, Resolved)

5 - Actions

Actions that can be taken with the request, including:

  • Turn Notifications on (or off),

  • Escalate,

  • Resolve this issue, and

  • Cancel the request

6 - Request Type

Type of request submitted.

7 - Shared with

Request originator (Creator) and any other user in the organization that can view the request.