Training Videos

Watch the videos below to get an overview of the HHAeXchange Enterprise system including:

Learn to

• System Requirements

• User and Role-based Access

• Home Page Functions

• Notification Tabs

• Notification Panel

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

Watch the Billing videos to learn more about the Billing process and how to correct claims after invoices are processed.

Learn to

• Generate paper invoices

• Process an invoice batch

• Search, review and delete invoices

• Perform changes in claims after processing invoices

The Call Dashboard is an Exception page that captures Visits with either a partial or no EVV confirmation. Visits found on the call dashboard may not be processed for billing until they are fixed. Users can sort through any partial or unconfirmed Visits and adjust information to confirm them withing the system.

Learn to

• Sort through Call Dashboard exceptions

• Troubleshoot basic scheduling and confirmation issues

• Identify the best resolution methods

• Understand additional call dashboard functionality

The Caregiver module includes features and processes to help you manage caregivers in HHAeXchange.

Learn to

• Assign a caregiver code, time & attendance pin

• Create and manage a caregiver profile

• Caregiver scheduling

• Sending notes

• Understanding caregiver management functionality

Watch the videos to learn about EVV setup and processes in the HHAeXchange system including the configuration of EVV rules for patients and caregivers as well as the various methods and devices used to perform EVV.

Learn to

• Setup patients for EVV

• Authorize GPS visit verification

• Understand how caller ID is used in the EVV process

• View how the FOB Device is setup

• See how the caregiver mobile app is used by the caregiver

Watch the videos below to help train caregivers how to use the HHAeXchange+ Mobile App.

Learn to

• Download

• Sign up

• Register for the app

Watch the videos to learn about the various methods used when manually confirming visits in the HHAeXchange system.

Learn to

• Access and explore the Visit Info Tab

• Access the duty sheet and plan of care via the visit info tab

• Confirm timesheets

• Confirm visits

• Correct visit be fire payroll processing

The Payroll module is used to create or edit existing payroll configurations. This configuration defines the parameters of your Agency’s payroll structure.

Learn to

• Establish a payroll setup

• Create pay codes and pay rates

• Understand the payroll process

• Generate payroll reports

The Patient module is where a patient’s profile is created and managed for both internal and linked contracts.

Learn to

• Enter a new patient

• Manage a patient’s Plan of Care

• Manage a Patients Authorization(s)

• Edit Patient General Information

The Prebilling process helps to identify and correct potential errors prior to the Billing phase. The videos below will provide insight into the carious validations and resolutions for Visits held in the Prebilling Exception page. Discover best practices and troubleshooting steps to resolving various validations.

Learn to

• Understand Prebilling

• Navigate the Prebilling function

• Identify resolutions for Prebilling Hold reasons

• Make changes and correct Visits before processing invoices

Learn more about the scheduling features in HHAeXchange.

Learn to

• Manage recurring visits with our Master Week feature

• Schedule from the Calendar

• Use the Copy and Create tools

• Navigate the visit page

• Person and use caregiver availability search