Visit
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 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
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Sort through Call Dashboard exceptions
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Troubleshoot basic scheduling and confirmation issues
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Identify the best resolution methods
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Understand additional call dashboard 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
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Setup patients for EVV
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Authorize GPS visit verification
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Understand how caller ID is used in the EVV process
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View how the FOB Device is setup
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See how the caregiver mobile app is used by the caregiver
Watch the videos to learn about the various methods used when manually confirming visits in the HHAeXchange system.
Learn to
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Access and explore the Visit Info Tab
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Access the duty sheet and plan of care via the visit info tab
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Confirm timesheets
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Confirm visits
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Correct visit be fire payroll processing
Learn more about the scheduling features in HHAeXchange.
Learn to
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Manage recurring visits with our Master Week feature
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Schedule from the Calendar
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Use the Copy and Create tools
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Navigate the visit page
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Person and use caregiver availability search
Learn more about the Visit Maintenance feature in HHAeXchange.
Learn to
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Link visits
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Manage unscheduled visits
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Manually confirm visits
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Search for visits