Patient Intake Overview
HHAeXchange classifies any individual who receives service as a Patient. This category covers the Patient Intake functionality in the HHAeXchange system consisting of the intake of new Patients, the maintenance of existing Patient records, and setting up Patients to receive service.
Once a Patient Profile is created, whether directly or by converting a Referral to a Patient, users must select a Contract, set up an Authorization, and create a Plan of Care. Each of these actions are covered thoroughly in this guide.

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. |