View Caregiver Information
Caregivers are created in the Provider platform, but users with CanViewCaregiverProfile access can view Caregiver demographics, employment, and compliance information in the New Payer Portal.
CanViewCaregiverProfile access can be granted from the Edit Roles page under Admin > User Management > Edit Roles.
To view Caregiver information, on the top navigation bar, select Provider and Caregiver and click Caregivers.
On the Calendar page, you can review a Caregivers past and present scheduled Visits, displayed in daily tiles on the monthly calendar.
You can review visit information in the calendar tile or click a calendar tile to open the Visit window to review more information.
Each Visit displayed on the Calendar page shows information including the member, scheduled start and end time, the actual start and end time, whether the Visit is authorized, the billing status, the claim status, the type of Visit (skilled or unskilled), and the Provider.
The Visit window opens the Visit page which displays the schedule, visit info, and bill info tabs.
The Legend at the bottom right of the Calendar explains the most common icons used for Caregiver Visits. Click View All to see an explanation of all Calendar icons.
Caregiver Compliance refers to work requirements set by Contracts and Agencies. Compliance requirements may include updated medical records, a Criminal Background Check, or proof of Certification.
Depending on an Agency’s settings, HHAeXchange may block a Caregiver from being scheduled when a Compliance requirement is not fulfilled. In some cases, HHAeXchange warns the scheduler of the issue.
The Compliance page is comprised of three tabs titled General Requirements, Medicals/Other Compliance, and Verification.
The General Requirements tab is divided into six sections: Hire Date, Discipline/Status, I-9 Requirements, Criminal Background, Training Schools, and Compliance Fields.
Hire Date and Discipline Status are always displayed, but the other sections are optional and must be set to Show in Compliance Setup in the Provider application.
The Medicals/Other Compliance tab is divided into four sections: Hire Date, Discipline/Status, Medicals, and Other Compliance.
Hire Date and Discipline/Status are always displayed, but the other sections are optional and must be set to Show in Compliance Setup in the Provider application.
In the Status column, items are displayed with a Pending status when within 30 days of a due date or an Overdue status when the Caregiver is not Compliant for that Medical or Compliance Item.
On the Profile page, you can review Caregiver Demographics, Employment, and Contact Information.
Employment Type (also known as Discipline or Accepted Service) refers to the type of service a Caregiver is authorized to provide in HHAeXchange. The Caregiver’s Employment Type is used in Authorizations to ensure that a Member receives proper service.
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RN (Registered Nurse)
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LPN (Licensed Practical Nurse)
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PT (Physical Therapist)
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OT (Occupational Therapist)
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ST (Speech Therapist)
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MSW (Master of Social Work), NT (Narrative Therapist)
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RT (Respiratory Therapist)
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SCM (Service Coordinator – Monthly Billing)
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SCI (Service Coordinator – Initial)
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Other Skilled (Any other Skilled discipline)
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PCA (Personal Care Assistant)
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HHA (Home Health Aide)
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HMK (Homemaker)
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HSK (Housekeeper)
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PA (Personal Assistant)
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HCSS (Home and Community Support Services)
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CNA (Certified Nursing Assistant)
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APC (Advanced Personal Care), ILST (Independent Life Skill Training)
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PBIS (Positive Behavioral Intervention & Support)
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RESP (Respite)
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ESC (Escort)
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SDP (Structured Day Program)
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CBSA (Community Based Support Aide)
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Other Non-Skilled (Any other Non-Skilled discipline)
Using the links at the left of the page, you can go to different pages within the Caregiver’s profile.
On the Restriction page, you can review the Caregiver’s preferred working conditions and spoken languages.
Search for the Caregiver you want to view using the search filters available on the Search Caregivers page.
| Field | Description |
|---|---|
| Last Name | Caregiver’s Last Name |
| First Name |
Caregiver’s First Name |
| Provider |
Provider agency that employs the Caregiver |
| Status |
Caregiver status. Includes Active, Inactive, Hold, On Leave, Terminated |
| SSN |
Caregiver’s Taxpayer ID Number |
| Discipline |
Also known as Employment Type or Accepted Service. Type of service a Caregiver is authorized to provide. |
| Caregiver Code |
Identifying code assigned to the Caregiver by the Provider |
| Alt. Caregiver Code | Other identifying code assigned to the Caregiver |
| Phone Number | Caregiver’s telephone number |
Select the Caregiver from the search results to display the Caregiver Profile.
You can export Caregiver (and Restricted Caregiver) search results to a .CSV file on your workstation by clicking Export at top right of the search results page.
The Verification tab displays any existing Licensing Information in the Compliance Verification section.
Hire Date and Discipline/Status are always displayed, but the other sections are optional and must be set to Show in Compliance Setup in the Provider application.
On the Visits page, you can review Visits assigned to the Caregiver. Search filters allow you to find Visits within a certain date range or based on the Member.
Visit details include the Scheduled Time of the Visit (Schedule) and the Confirmed Time of the Visit (Visit Info) as well as Billing Information (Bill Info).
