Services Portal Overview

The HHAeXchange Services Portal function helps Electronic Visit Verification (EVV) users meet EVV requirements while keeping choice and control in self-direction among Patients, Caregivers, and Representatives. Providers are responsible for certain Services Portal setups (such as Portal User registration) and can approve or deny shift statuses for visits recorded through EVV.

This documentation provides instructions related to the Services Portal through the Provider application, to include:

• A description of the Services Portal User Management page, including permissions setup.

• Instructions for registering Portal Users.

• Instructions for using the visit Verification tab to view shared Services Portal information and approve and deny shift statuses.

• Information to detect and resolve a prebilling hold related to Services Portal approval requirements.

Key Terms and Definitions

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.