Getting Started
Your Onboarding Journey Starts Here 
Welcome — we're so glad you're here.
Starting something new can feel big, but you're not doing it alone. This page gives you everything you need to get started and feel confident using your new system.
We've put your onboarding steps into 6 stages. These steps help you see where you are, what comes next, and how to keep moving forward with success.
And remember - we're here to support and guide you every step of the way.
Join our weekly live onboarding trainings and daily office hours here.
6 Stages of Onboarding with HHAeXchange at a Glance
From your first login to being fully up and running, here's the path ahead:
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Get Started - Meet your Project Manager and learn the onboarding steps and goals.
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Build your Foundation - Set up your system for everyday work.
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Operational Readiness - Build data and schedules to make operations run smoothly.
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Caregiver Readiness - Ensure caregivers are set up for success.
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Visit Readiness - Make sure visits run smoothly before billing begins.
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Financial Readiness - Manage claims, payments, and key financial tasks with ease.
You're ready to go! Click the sections below to view training videos for each step.
In this step, you'll attend a kickoff call to meet your Project Manager; learn how onboarding works, and get set up in On Ramp, your project home base. You'll also fill out two discovery forms so we can understand your agency's needs and start setting up your system.
It's time to build! Think of this stage as setting up the backbone of your system - the essentials that everything else will run on.
Download your Build your Foundation Checklist here.
Your goal for this step: You've logged in to your HHAeXchange account, added your Agency's users, and set up Payer information.
We're here to support and guide you every step of the way.
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
Now that your foundation is in place, it’s time to prepare for day-to-day operations. In this stage, you’ll set up the tools and processes your team and caregivers need to confidently capture visits and use EVV accurately.
Download your Operational Readiness checklist here.
Your goal for this step: Enter your first Caregivers and Patients, and set up your Master Week schedule.
We're here to support and guide you every step of the way.
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
This is where things start to feel real! You're building schedules and preparing caregivers to clock in and out to ensure accuracy and efficiency.
Download your Caregiver Readiness checklist here.
Your goal for this step: Confirm Caregiver readiness through training, enable mobile app access, and validate EVV Accuracy.
We're here to support and guide you every step of the way.
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
In this stage you learn to review, correct and prepare visits for accurate billing and EVV compliance.
Download your Visit Readiness checklist.
Your goal for this step: Search for Visits in Visit Maintenance, link EVV to Scheduled Visits, Review, Manage and Compete Visit Maintenance.
We're here to support and guide you every step of the way.
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
Healthcare financial processes can feel stressful. But here's the thing: rejections are a normal part of the process, and knowing how to handle them is a superpower! This stage is all about building that confidence.
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Download your Billing Readiness checklist.
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Download your Payroll Readiness checklist.
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Download your Rebilling Readiness checklist.
Your goal for this step: Submit your first claims and understand how to identify and correct rejections, complete your first payroll confidently and and your core workflows feel stable and repeatable.
We're here to support and guide you every step of the way.
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
Need Help Along the Way?
Our team is here to support you at every step!
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Join us for Teach Me Tuesdays, a Live Training Session, from 2 pm - 3 pm ET every Tuesday for additional support.
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Join us daily for Live Office Hours, every weekday at 11 am - 12 pm ET to get your questions answered.
Congrats on getting started with HHAeXchange!
During implementation, we covered a lot of information in a short amount of time. We’ve gathered helpful resources, trainings, and checklists to support you through your first weeks after go-live.
Use the steps below to do the following:
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Download the checklist.
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Watch the recorded webinar or sign-up for a live webinar.
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Access additional help and resources.
Download Checklist
Webinar Recordings (30 min)
Learn More
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Payroll Topics