Digital Applicant Onboarding (DAO) Overview

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

The HHAeXchange Digital Applicant Onboarding (DAO) function streamlines the conversion of Applicants into Caregivers through the Agency-configured Caregiver Applicant Portal. Providers are responsible for certain Digital Applicant Onboarding setups, such as establishing application forms, unique workflows, and stylized settings.

This guide provides instructions related to Application Process Management and supervision of Applicants through the Provider application, including:

DAO permissions. setups, and access.
Instructions to add HR Representatives to office(s) to manage Applicants.
Instructions for Application Form creations and Application Workflow customizations.
Instructions for Agency-specific Theme settings.
Instructions to use the Applicants List feature to perform Agency-related actions for Applicant(s).

Key Terms and Definitions Closed

Term	Definition
Patient	Refers to the Member, Consumer, or Recipient. The Patient is the person receiving services.
Caregiver	Refers to the Aide, Homecare Aide, Homecare Worker, or Worker. The Caregiver is the person providing services.
Provider	Refers to the Agency or organization coordinating services.
Payer	Refers to the Managed Care Organization (MCO), Contract, or HHS. The Payer is the organization placing Patients with Providers.