HHAeXchange+ Mobile App Patients Page

On the Patients page, you can:

  • Select a listed Patient or find a Patient in the list by typing the Patient Name or Address and tapping the Search icon (magnifying glass).

  • Add a Patient to the list of Patients you can access by tapping Add Patient.

  • Tap to select the Patient, view Patient Info, and to Answer Care Insights Questions.

Partial image of the Patients page

The Patients page lists Patients that you have visited in the past or are scheduled to visit.

Image of Patients page

Select a listed Patient, or type part of a Patient’s name and tap the Search icon (magnifying glass) to look up a Patient you are authorized to visit. When you select a Patient, you can view Patient Details and View Visits. If you are authorized, Patient Details may include Clinical Info and Medications.

Partial image of Patients page showing Patient Selected to expand view to Patient Details, View Viists, and New Visit button

Patient Details include Patient Name, Admission ID, assigned Office, Phone Numbers, Addresses, Emergency Contacts, and, if configured, Clinical Information.

Visit Details (if configured) include Plan of Care Tasks, Care Insights Questions, Add Note, and Medications.

You can select New Visit from the Patients page to create a new Unscheduled Visit. You can create an Unscheduled Visit for any Patient to whom you have access, whether or not you have previously worked with the Patient.

To add a Patient to the list of Patients you can access:

  1. From the Patients page, tap Add Patient.

    Partial image of the Patients page with the Add Patient button highlighted at right

  2. On the Add Patient page, type the Patient's Admission ID, Last Name, and Zip Code, and select the Patient's Date of Birth.

    Your Agency/Employer can provide this information to identify the Patient.

  3. Tap Find Patient.

    Partial image of the Add Patient page with search fields and Find Patient button at bottom

  4. When the Patient's Name and Info are displayed, tap Confirm Info & Add.

    Partial image of the Search Result page with Confirm Info & Add button highlighted at bottom

    The Patient is added to the list of your Patients on the Patients page.

To answer Care Insights Questions:

  1. From the Patients page, tap to select a Patient, and then tap Answer Care Insights Questions.

    Partial image of the Patients page with Answer Care Insights Questions highlighted at bottom

  2. On the Care Insights Questions page, answer all required Patient Care Questions.

  3. Provide Additional Info for any answer, if requested.

  4. When you have answered all required Patient Care Questions, tap Save Responses.

    Partial image of Care Insights Questions page with Save Responses button at bottom

If the mobile app is off-line, Care Insights questions do not appear. If the mobile app goes off-line while you are answering Care Insights questions, answers cannot be saved and a warning is displayed.

To create a new visit from the Patients page:

  1. Select the patient or use the Search function at the top of the page to look up and select a Patient.

  2. Tap New Visit. If a matching visit is already scheduled with the Patient, the Mobile App gives you the option of using that Scheduled Visit instead of this New Visit.

    Image of message asking you to Confirm Unscheduled Visit when a matching visit is scheduled. Options to Create New Unscheduled Visit, Proceed with Scheduled Visit, or Cancel

  3. If configured by the Agency, on the Electronic Visit Verification page, select GPS or Security Token as the EVV method.

    • If you select GPS, you can use the map to help locate the Patient Address, and (if configured by the Agency) you can change the Service Delivery Location from the Member's Home to another value to bypass the need for proximity to the Patient Address.

      Image of Electronic Visit Verification page showing GPS map indicating patient location and Service Delivery Location selector below the map

    • If you select Security Token, you are prompted to enter the six-digit Device ID and Passcode.

    • When you are finished, tap Continue.

  4. If required, obtain Patient Signature and tap Submit, or tap Skip if available, and select the reason for skipping.

  5. If required, obtain Patient Voice Consent (Record, Stop Recording) and tap Done, or tap Skip if available, and select the reason for skipping.

To clock out of a new visit:

  1. If required, select a Service Code in Visit Settings.

  2. If you have Non-EVV Services to record (and the Agency is configured to allow it), tap the checkmark to select Non-EVV Services and select the Duration of Non-EVV Services in Hours and Minutes.

  3. If the Visit includes a Plan of Care (or Other Duties have been added), select the duties performed (checkmark) and duties refused (X). Select any required Value for duties performed and any Refused Duty Reason the Agency requires.

    Partial image of Visit Details page showing Tasks, Add Note button, and Clock Out button at bottom

  4. If the Visit includes Care Insight Questions, answer all required questions and provide Additional Info as needed. Tap Save Responses.

    Partial image of sample Care Insights Questions showing a question answered Yes with a text box for Additional Info

  5. If you want to add a note about the visit, tap Add Note.

  6. When you are finished, tap Clock Out at the bottom of the page.

    Partial image of Visit Details page showing Tasks, Add Note button, and Clock Out button at bottom

  7. If required, obtain a Patient Signature, an RN (Coordinator) Signature, and a Caregiver Signature, and tap Submit, or tap Skip if available and select the reason for skipping.

  8. If required, obtain Patient Voice Consent (Record, Stop Recording) and tap Done, or tap Skip if available, and select the reason for skipping.

Follow these steps to enter a Visit Note.

  1. From the bottom of the Visit Details page, tap Add Note.

  2. Select the Note Type

    • Text Note - Up to 1000 characters.

    • New Camera Image - Opens the phone's camera, allowing you to take a photo and add a description up to 500 characters.

    • File - Opens a Search page where you can browse the phone for a file to attach.

    • Voice Note - Opens a recorder where you can record and save audio comments.

  3. Obtain and attach the Note, and then tap Save.

    Visit Details page showing Add Note options displayed above Add Note button

From the Visit Details page:

  • To view an attached note, tap it.

  • To edit an attached note, tap the Edit icon (pencil).

  • To delete an attached note, tap the Delete icon (trash can).

On the Visit Details page, you can view:

  • Schedule Time - Scheduled Start Time and End Time of Visit

  • Patient Details - Patient Name, Admission ID, assigned Office, Phone Numbers, Addresses, Emergency Contacts, and, if configured, Clinical Information

  • Visit Details - If configured, Plan of Care Tasks, Care Insights Questions, Add Note, and, if configured, Medications

Partial image of Unscheduled Visit Details page showing Plan of Care Tasks