Admin

Address

Agency Logo

Call Exception Notification Setup

Caregiver Scheduling and Availability

Collection Setup

Family Portal Message Notifications

Financial Reporting Setup

Mileage Expense

Admin Agency Profile

Payroll

Provider Self-Service Client ID for EVV API

Secondary Verification Calls

General for Admin Contract Setup

Admin Contract Setup

Billing/Collections

Billing Rates

Compliance Setup

Eligibility

Notes/Uploads

QuickBooks

Scheduling/Confirmation

Scheduling Supervisory Visits and Annual Assessments

Service Codes

Add Missed Visit Reasons

Agency Profile

Capture Refused Duty Reason

Caregiver Compliance

Combined PPD/QFT Medical Setup

Connect IVR: Speak Out Duties Translations

Contract Setup

COVID-19 Vaccine Tracking via Caregiver Compliance

Create a New Workflow

Create New Users

Create Password for a New User

Duty List Setup

Eligibility Check Setup

Enable Conflict Management Dashboard

Export Zero Rate Visits

Family Portal Global Management

File Processing

Initiate Processing

Manage District Rates

Map Payer POC Duties

Mobile User Management

New York PMPM Confirmed Visits Import

Office Setup

Org. Structure

Admin Functions

Password Reset by Agency Administrator

Pay Code

Payroll Setup

Physician Setup

Process Monitor

Rate Management

Reference Table Management

Self-Service Password Reset

TB Assessment Medical Tracking

Update Rates for Existing Pay Codes

User Management

Workflow Management

Admin Office Setup Overview

General for Admin Office Setup

Address

Automatic Email

Daylight Savings Time

Exclusion and Verification Lists

Mobile Section in the Admin Office Setup Page

Office Option Setup

Overtime Scheduling

QuickBooks

Recording Information for Message Broadcasting

Required Fields

Serviced Zip Codes

Travel Time Configuration

Add a Status

Applicant Profile

Applicants List Actions

Applicants List

Application Forms

Application Workflow

Caregiver Applicant Portal

Change Status Order

DAO Permissions

Edit a Status

HR Representatives

Digital Applicant Onboarding (DAO)

Settings

Submission and Employment Requirements Setup

Auto-Approve Patient Schedule Changes (Office Settings)

Creating Announcements

Enable the Manage Schedule Functionality for Family Members

Family Portal Global Management

Family Portal

Manage the Family Portal via the Family Dashboard in HHAeXchange

Family Portal (Agency)

Patient Visit Family Dashboard

Permissions: Family Dashboard

CDS Employer Patient Profile Configuration

Locked Shift Approval

Locked Shift Denial

Services Portal Overview

Prebilling Hold - Missing Services Portal Approval

Register Patients and Caregivers

Register Representatives

Services Portal CDS Reports

Services Portal Contract Service Codes Setup

Services Portal User Management Permissions

Visit Verification Tab: Services Portal Information