Videos

Take a guided video tour of the HHAX Enterprise Help Portal.

Select from the categories below to watch Videos related to Enterprise features and functions.

HHAExchange System Overview

Patient (Intake)

Caregiver (HR)

Scheduling

Visit Confirmation (Manual)

Visit Confirmation (EVV)

Call Maintenance (By Status)

Enterprise Free Rollout Videos

Tip: You can press Ctrl-F on your keyboard to search this topic.

HHAExchange System Overview

HHAeXchange Company Overview (5 min)

HHAeXchange Conceptual Overview (9 min)

HHAeXchange System Overview (10 min)

HHAeXchange System Overview (11 min)

Patient (Intake)

Referral Management (Part 1) (9 min)

Referral Management (Part 2) (12 min)

Add a New Patient (12 min)

The Patient Profile (5 min)

Contract Management (11 min)

Authorization Management (11 min)

Plan of Care Management (9 min)

The Patient General Page (14 min)

Patient Scheduling - Create Visits (13 min)

Patient Scheduling - Calendar Page (7 min)

Patient Scheduling - Master Week (6 min)

Additional Patient Profile Pages (13 min)

Eligibility Management (10 min)

Caregiver (HR)

Trainee Module Management (6 min)

Add a New Caregiver (10 min)

The Caregiver Profile (6 min)

Caregiver Compliance Management (13 min)

Caregiver Compliance Management (Admin) (30 min)

Caregiver In-Service (11 min)

Caregiver Calendar (9 min)

Caregiver Visits Page (5 min)

Entering Caregiver Note (7 min)

Setting Caregiver Preferences (5 min)

Caregiver Availability (8 min)

Caregiver Absences/Restrictions (6 min)

Additional Caregiver Profile Pages (8 min)

Conflict Reports (5 min)

Exclusion Lists (8 min)

Scheduling

Creating a Single Visit from Patient Calendar (9 min)

Copy/Copy and Paste (4 min)

Creating/Using Master Week (& Processes) (8 min)

Visit Page (Editing Multiple Visits) (5 min)

Availability Search (9 min)

Visit Confirmation (Manual)

Manual Confirmation (Visit Info Tab) (11 min)

Confirm Timesheet (9 min)

Confirm Visit (7 min)

Edit Services (6 min)

Visit Search (9 min)

Visit Confirmation (EVV)

Intro to EVV (7 min)

Agency Setup and Management (11 min)

How EVV Appears in HHAX (8 min)

Caller ID (6 min)

FOB (12 min)

GPS - Using the HHAX Mobile App (10 min)

GPS - Downloading and Registering Mobile App (8 min)

Call Dashboard

Call Dashboard Overview (12 min)

Call Maintenance (17 min)

Missed In/Out/Call (15 min)

Missed Visit Processing (9 min)

Additional Call Dashboard Functionality (10 min)

Pre-Billing

Prebilling Overview (8 min)

Prebilling Statuses:

Unbalanced Visits (3 min)

Incomplete Confirmation (5 min)

With Temp Caregiver (4 min)

Caregiver Compliance (4 min)

POC Compliance (5 min)

Overlapping Shifts (7 min)

OT/TT Not Approved (3 min)

Timesheet (7 min)

Authorization (6 min)

Medicaid Compliance (2 min)

Billing/Invoicing

Process Invoice (10 min)

Search, Review, and Delete (11 min)

Billing Review (10 min)

Generating Paper Invoices (9 min)

Payroll

Payroll Overview (5 min)

Payroll Setup (5 min)

Pay Codes and Pay Rates (9 min)

Payroll Batch Process (10 min)

Payroll Reports (6 min)

Administration

Administration Overview (6 min)

User Management (10 min)

Agency Profile (5 min)

Office Setup (10 min)

Contract Setup (11 min)

Coordinator Setup (4 min)

Reference Table Management (7 min)

Process Monitor (4 min)

File Processing : Claims (4 min)

File Processing : Remittances (4 min)

Clinical

Clinical Info Page (11 min)

Certification Page (6 min)

Med Profile Page (6 min)

MD Orders Page (12 min)

Interim Order Page (5 min)

Order Tracking (9 min)

Faxing Clinical Orders (9 min)

Call Maintenance (By Status)

Phone Number Issues

Call Maint-Phone number not found (3 min)

Call Maint-Call from Caregiver number/Caller ID not Available (5 min)

Call Maint-Call from Unapproved Patient Number (4 min)

Scheduling/Confirmation Issues

Call Maint-Duplicate Call (7 min)

Call Maint-Out of Window (4 min)

Call Maint-TEMP Caregiver (3 min)

Call Maint-Different Caregiver Scheduled (3 min)

Call Maint-Visit Verified by Different Caregiver (2 min)

Call Maint-No Schedule on Calendar (3 min)

Call Maint-Call from Inactive Patient (4 min)

Call Maint-Patient not Configured for Time Attendance (2 min)

Call Maint-Call out with no Call in (4 min)

Call Maint-Potential In Out Mistake (3 min)

Call Maint-Incorrect Linked-Case Call (3 min)

Call Maint-No Schedule Opening (9 min)

GPS Confirmation Issues (9 min)

GPS Signal Not Detected

GPS Signal Out of Range

Unscheduled - Patient Not Selected

FOB Confirmation Issues (8 min)

Invalid FOB Passcode

Expired FOB Passcode

FOB Confirmation from Inactive Patient

Enterprise Free Rollout Videos

HHAeXchange System Overview (6 min)

HHAeXchange Management (incl Comm & Notes) (42 min)

HHAeXchange Scheduling and Visit Management (48 min)

HHAeXchange Call Dashboard (25 min)

Integrating with HHAeXchange: EDI Onboarding (11 min)

Integrating with HHAeXchange: EDI Post-Integration Processes (15 min)

HHAeXchange Billing Processes (37 min)

HHAeXchange Prebilling (7 min)

HHAeXchange Administration (17 min)

HHAeXchange Recap and Next Steps (16 min)

HHAeXchange Adding a New Patient and TEMP Auth (16 min)