Real Time Alerts

The Authorization Expiring Real-Time Alert notifies the Payer that a Member Authorization is expiring within a set number of days.

Alerts are not generated for Members in a Discharged or Waiting status.

Permission to add, change, and delete Authorization Expiring Real-Time Alerts must be provided to the Payer by HHAeXchange Administration. Contact the HHAeXchange Support Team for assistance.

Payer users who need to access Authorization Expiring Real-Time Alerts in Admin, Alerts Management are required to have the View Authorization Expiring permission assigned to their Role in the Payer Portal under Admin > User Management > Roles and Role Assignments > expand Role > set Permissions for to Action.

Add an Authorization Expiring Alert Closed

Users can add an Authorization Expiring Alert.

From the Admin menu, select Alerts Management.
On the Alerts Management page, click Add Alert.
Complete the Add Alert page fields and click Save.

Field	Action
Alert Type	Select Authorization Expiring.
Alert Description	Type a description to help clarify the Alert Type.
Alert Priority	Select the priority of the alert.
Send Email Notification	When an action has generated an alert, a notification email is sent to the Users, Roles, Member Teams, and Coordinators specified in the Alert Assignment section. The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications.
Send Alert After Authorization Expires In	Set the number of days until the Authorization expires to generate the alert.
Member Team assigned to Member	Select to automatically alert the Member Team that is assigned to the Member when an alert is generated.
Coordinator assigned to Member	Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated.
Roles	Select the roles assigned to the alert.
Member Teams	Select the member teams assigned to the alert.
Users	Select the users assigned to the alert.

Member Change of Plan Alerts Closed

When a Member changes plans, a new Payer can be designated. If the Provider hasn’t received timely notice of the change, the Member can be covered by a new plan and Payer while care is provided under an old and no longer authorized plan and Payer.

The Real-Time Alert for Member Change of Plan notifies the Payer of both incoming and outgoing Members. The alert for an outgoing Member includes basic information to identify the Member and the change date. The alert for an incoming member includes that same information, plus an Authorization History from the former Payer to help in setting up the Member in the new plan.

Both the former and the current Payer must be in the HHAeXchange system and must belong to the same Payer Group in order to receive Member Change of Plan alerts. Payer Groups are created and maintained by HHAeXchange.

This feature is activated by HHAeXchange System Administration. Contact HHAeXchange Support Team for details, setup, and guidance.

Users in authorized roles can add, edit, and delete Real Time Alerts for Member Change of Plan.

Add a Member Change of Plan Alert Closed

Users can add a Member Change of Plan Alert as described in the following tables.

From the Admin menu, select Alerts Management.
On the Alerts Management page, click Add Alert.
Complete the Add Alert page fields and click Save.

Field	Action
Alert Type	Select Member Change of Plan. Member Change of Plan is only available for Payers that belong to at least one Payer Group.
Alert Description	Type a description to help clarify the Alert Type.
Alert Priority	Select the priority of the alert.
Send Email Notification	When an action has generated an alert, a notification email is sent to the Users, Roles, Member Teams, and Coordinators specified in the Alert Assignment section. The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications.
Payer Group	Select a Payer Group. Only one Payer Group is allowed per Alert. If multiple Payer Groups must be alerted, multiple Alerts must be created; one for each Payer Group.
Notify Associated Providers When Member is Transferred Out	Select if Providers are to receive Member Change of Plan Alert notifications.
Member Team assigned to Member	Select to automatically alert the Member Team that is assigned to the Member when an alert is generated.
Coordinator assigned to Member	Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated.
Roles	Select the roles assigned to the alert.
Member Teams	Select the member teams assigned to the alert.
Users	Select the users assigned to the alert.

Missed Visits Alerts Closed

Users in authorized roles can add, edit, and delete Real Time Alerts for Missed Visits.

Add a Missed Visits Alert Closed

Users can add a Missed Visits Alert as described in the following table.

From the Admin menu, select Alerts Management.
In the Alerts Management window, click Add Alert.
Complete the Add Alert window fields and click Save.

Field	Action
Alert Type	Select Missed Visits.
Alert Description	Type a description to help clarify the Alert Type.
Alert Priority	Select the priority of the alert.
Send Email Notification	When an action has generated an alert, a notification email is sent to the Users, Roles, Member Teams, and Coordinators specified in the Alert Assignment section. The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications.
Send Alert After	Set the number of consecutive missed visits that generates an alert.
Service Codes	Select the service codes that describe the missed visits.
Age Range	Set the age range of the Member.
Member Team assigned to member	Select to automatically alert the Member Team that is assigned to the Member when an alert is generated.
Coordinator assigned to Member	Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated.
Roles	Select the roles assigned to the alert.
Member Teams	Select the Member Teams assigned to the alert.
Users	Select the Users assigned to the alert.

No Active Authorization Alerts Closed

Permission to add, change, and delete Authorization Expiring Real-Time Alerts must be provided to the Payer by HHAeXchange Administration. Contact the HHAeXchange Support Team for assistance.

The No Active Authorization Real-Time Alert notifies the Payer that a Member who has not been Discharged has no Active Authorization.

The Alert can be generated after a set number of days has elapsed for Members that have never had an Authorization and for Members whose Authorizations have expired. Alerts are not generated for Members in a Discharged or Waiting status.

Users in authorized roles can add, edit, and delete Real Time Alerts for No Active Authorization.

Add a No Active Authorization Alert Closed

Users can add a No Active Authorization Alert as described in the following tables.

From the Admin menu, select Alerts Management.
On the Alerts Management page, click Add Alert.
Complete the Add Alert page fields and click Save.

Field	Action
Alert Type	Select No Active Authorization.
Alert Description	Type a description to help clarify the Alert Type.
Alert Priority	Select the priority of the alert.
Send Email Notification	When an action has generated an alert, a notification email is sent to the Users, Roles, Member Teams, and Coordinators specified in the Alert Assignment section. The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications.
Send Alert After	Set the number of days after No Active Authorization exists to generate the alert.
Member Team assigned to Member	Select to automatically alert the Member Team that is assigned to the Member when an alert is generated.
Coordinator assigned to Member	Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated.
Roles	Select the roles assigned to the alert.
Member Teams	Select the member teams assigned to the alert.
Users	Select the users assigned to the alert.