Admin Videos

Refresh your skills and knowledge of HHAeXchange in the training videos and interactive demonstrations below:

Some features may not be available in your portal. Features depend on role, permissions, and portal type.

The Admin module is where you configure and manage your Office(s).

Learn to

  • Add and manage system users

  • Add and manage Contracts Setup

  • Add and manage Service Codes and Billing Rates

  • Setup Agency and Office functions and restrictions

  • Add values to Reference Table Management

  • Add multiple addresses and phone numbers

  • Add and manage Caregiver Pay Codes

  • Add and manage Duty List

  • Add and manage Physician Setup

Add Duty to Duty List

1 min.

Add Orders and Goals in MD Order

4 min.

Administration Overview

6 min.

Agency Profile

5 min.

Attach Visit Type to Service Code

5 min.

Contract Setup

11 min.

Coordinator Setup

4 min.

Create Caregiver Pay Code

1 min.

Create Export Code

1 min.

Create New Contract

2 min.

Create Physician in Physician Setup

1 min.

Create Service Code

1 min.

File Processing: Claims

4 min.

File Processing: Remittances

4 min.

Manage Permissions

2 min.

Office Setup

10 min.

Process Monitor

4 min.

Reference Table Management

7 min.

Setup Coordinator

1 min.

User Management

10 min.

Watch the Compliance videos to learn how to Setup Compliance Items.

Learn to

  • Establish Compliance Requirements

  • Assign Compliance Items to Agencies and Offices

  • Setup Supervisory Visits & Annual Assessments

Admin Compliance

26 min.

Set Up Supervisory Visits & Annual Assessments

18 min.

Watch the videos to learn the Services Portal functionality.

Learn to

  • Add a shift

  • Approve Lock a Visit Record

Add Shift

1:31 min.

Approve Lock a Visit Record

1:58 min.

Propose an Adjustment

2:10 min.