Link with a Payer Overview

This guide is targeted for HHAeXchange Enterprise Providers who are linking to HHAeXchange Professional system Payer Clients (Payer).

Linking refers to replacing existing Internal Clients with Linked Patient records. When linking with a Payer, the workflow differs from Internal Contracts within the Enterprise System. The process also covers the workflow of Mutual Patients and updating Member Demographics. This guide provides instructions and best practices on how to link to a new Payer.

The following steps must be considered regarding linking:

Must occur before the agreed upon linking date,
Followed only for the Payer to be linked,
Coordination between HHAeXchange and the Payer.

Key Terms and Definitions Closed

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.