HHAeXchange BI Dashboard

The HHAeXchange Business Intelligence (BI) Dashboard module is located within the HHAeXchange application’s Navigation Panel. Click Dashboards to access the Dashboards page.

HHAeXchange Dashboards Module

  • Dashboard functionality is available to all Agencies and permissions are role-based. Permissions for each Dashboard must be activated for a role to access a particular dashboard. Permissions are managed by HHAeXchange System Administration.

  • Users only have access to the Offices they are associated with or assigned to in the User Account; therefore, can only see data for those Offices.

Available Dashboards

The following image illustrates the available Business Intelligence Dashboards via links on the Dashboards page, each concentrating exclusively on key areas of the business. Click the respective dashboard link to access the desired dashboard. Each dashboard is covered with detailed descriptions of its contents and functionality in later sections of this guide.

Dashboards Page - Available BI Dashboards

  • The data presented on all HHAeXchange BI Dashboards is directly derived from the information entered in the HHAeXchange application (based on various source tables and formulas which calculate the outcome).

  • The Care Insights Dashboard is visible only to those Providers who use the Care Insights functionality.