Scheduling

Overview

This documentation covers the Scheduling functionality and provides instructions and guidance when scheduling and adjusting visits for internal Patients in the HHAeXchange (HHAX) system. There are two visit classifications to include:

 

• Skilled Visits (clinical) involve care by a licensed medical professional (such as a nurse or physical therapist).

• Non-Skilled Visits involve assistance with daily routines, grooming, and general support.

 

There are three options when creating a new visit (Skilled or Non-Skilled), as follows:

• Manually entering the new visit on the Patient’s or Caregiver’s Calendar page

• Using the Copy and Create function on the Patient’s or Caregiver’s Calendar page.

• Creating a Master Week.

 

Once a visit is saved, the system automatically performs a series of validations and authorization checks to ensure that the scheduled visit does not breach any Agency rules or contractual obligations.

 

Because each Patient may have unique services or scheduling requirements, HHAX recommends that scheduling is performed from the Patient’s Calendar page. Furthermore, scheduled visits on the Patient’s Calendar displaying in pink indicates not adhering to contractual authorization.

 

Please direct any questions, thoughts, or concerns regarding the content herein to HHAX Support Team.

 

Refer to the HHAX Terms and Definitions Table (Texas) for the specific terms and how they are used throughout the application and documentation.