Clinical E-Docs
This feature is activated by HHAeXchange System Administration. Contact HHAeXchange Support Team for details, setup, and guidance.
Clinical E-Docs are created based on Caregiver Discipline and by Service Code per Contract. The HHAeXchange Clinical Team works closely with Clients to customize forms (pages) which become available as the feature is activated.
The Clinical E-Docs function allows one to enter clinical information for a specific Skilled visit in the HHAeXchange application. This category covers the Clinical e-Docs feature and provides a high-level overview of the function as well as requirements when manually completing e-docs that are unique to HHAeXchange.
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Term |
Definition |
|---|---|
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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. |
The Clinical E-Docs function allows clinical information to be entered for a specific Skilled visit. Complete the following steps to enter an e-Doc.
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Go to the Patient’s Calendar page and select the appropriate visit.
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On the Visit Info tab, scroll down to the Clinical Documentation section. There are two options Add or Upload.
Select…
To…
Add dropdown
Select from the e-Doc forms dropdown to add a new form created by the Agency.
Upload icon
Upload a copy of the assessment if already file.
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Depending on the selected form, the applicable page opens to complete. In this example, the Clinical Document window opens. Use the tabs on the top to go to the various pages of the document. Enter the required information.
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Click Save.
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Click the Save & Next button at the bottom of each page to move from one page to the next in order.
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Click the Save & Close button if completing the assessment during the visit.
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