Training Videos

Refresh your skills and knowledge of HHAeXchange in the training videos and interactive demonstrations below:

 

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

 

Service Provider Management

This course contains a video and demonstration that cover Caregiver Management in HHAeXchange.

 

Topics include:

  • Adding a New Service Provider

  • Service Provider Search

  • Mobile Application Access

  • Time and Attendance Pin

 

Watch the training video here: Service Provider Management

 

See the interactive demonstration here: Caregiver Management

 

 

Member Management

This course contains a video and demonstration that cover Member Management in HHAeXchange.

 

Completing the HHAeXchange Service Provider Management course is recommended to better understand the content in this course.

 

Topics include:

  • Adding a New Member

  • Assigning a New Payer

  • Adding a New Authorization

  • Adding a DX code

  • Assigning a Caregiver

 

Watch the training video here: Member Management

 

See the interactive demonstration here: Member Management

 

Scheduling

This course contains a video and demonstration of Scheduling features in HHAeXchange.

 

Completing the HHAeXchange Service Provider Management and Member Management courses is recommended to better understand the content in this course.

 

Topics include:

  • Master Week

  • Scheduling from the Calendar

  • Copy and Create Schedule

 

Watch the training video here: Scheduling

 

See the interactive demonstration here: Scheduling

 

EVV Clock in and Clock out/EVV Visit Management

This course contains a video and demonstration of EVV-related features in HHAeXchange.

 

Topics include:

  • Mobile App Scheduled Clock

  • Mobile App Unscheduled Clock

  • Offline Mode

  • EVV Visit Management

 

Watch the training video here: EVV Clock In and Clock Out - Visit Management

 

See the interactive demonstration here: EVV Clock in and Clock Out - Visit Management

 

Manual Visit Management

This course contains a video and demonstration of EVV-related features in HHAeXchange.

 

Topics include:

  • Manual Visit Management

  • Missed Visits

 

Watch the training video here: Manual Visit Management

 

See the interactive demonstration here: Manual Visit Management

 

Call Dashboard

This course contains three videos that cover EVV-related features and the Call Dashboard in HHAeXchange.

 

Completing the following courses is recommended to better understand the content in this course: HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, and HHAeXchange Manual Visit Management.

 

Topics include:

  • Call Dashboard Management

  • Create Automatic Schedule

 

Watch the training video here: Call Dashboard

 

See the interactive demonstration here: Call Dashboard

 

Prebilling

This course contains a video and demonstration that cover Prebilling-related features in HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, and Call Dashboard courses first is recommended to better understand the content in this course.

 

Watch the training video here: Prebilling

 

See the interactive demonstration here: Pre-Billing

 

Aggregation Management

This course contains a video and demonstration that cover Aggregation Management-related features in HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, and Prebilling courses first is recommended to better understand the content in this course.

 

Watch the training video here: Aggregation Management

 

See the interactive demonstration here: Aggregation Management

 

Rate Management

This course contains a video and demonstration that cover Rate Management-related features in HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, Prebilling and Aggregation Management courses first is recommended to better understand the content in this course.

 

Watch the training video here: Rate Management

 

See the interactive demonstration here: Rate Management

 

Invoicing Overview

This course contains a video and demonstration that present an Invoicing Overview of HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, Prebilling, Aggregation Management and Rate Management courses first is recommended to better understand the content in this course.

 

Watch the training video here: Invoicing - Overview

 

See the interactive demonstration here: Invoicing - Overview

 

Billing Review

This course contains a video and demonstration that cover the Billing Review process in HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, Prebilling, Aggregation Management, Rate Management and Invoicing courses first is recommended to better understand the content in this course.

 

Watch the training video here: Billing Review

 

See the interactive demonstration here: Billing Review

 

E-Billing Overview

This course contains a video and demonstration that present an E-Billing Overview of HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, Prebilling, Aggregation Management, Rate Management, Invoicing and Billing Review courses first is recommended to better understand the content in this course.

 

Watch the training video here: E-Billing - Overview

 

See the interactive demonstration here: E-Billing - Overview

 

Rebilling

This course contains a video and demonstration that cover the Rebilling process in HHAeXchange.

 

Completing the HHAeXchange Scheduling, EVV Clock in and Clock out/EVV Visit Management, Manual Visit Management, Prebilling, Aggregation Management, Rate Management, Invoicing, Billing Review and Re-Billing courses first is recommended to better understand the content in this course.

 

Watch the training video here: Re-Billing

 

See the interactive demonstration here: Rebilling

 

Internal Notes

This course contains a demonstration of the Internal Notes function in HHAeXchange.

 

See the interactive demonstration here: Internal Notes

 

Services Portal (*For FMSA Providers only)

This course contains five videos relating to the Services Portal feature in HHAeXchange.

 

Watch the Landline Interactive Voice Response training video here: Interactive Voice Response (IVR)

 

Watch the Setup training video here: Services Portal - Setup

 

Watch the User Introduction training video here: Services Portal - User Introduction

 

Watch the Users Searching Shifts training video here: Services Portal - Users Searching Shifts

 

Watch the Users Working With Shifts training video here: Services Portal - Users Working With Shifts

 

Reporting

This course contains a video relating to the Reporting features in HHAeXchange

 

Watch the training video here: Reporting

 

Administration

This course contains a video for Agency Administrators only, covering all HHAeXchange Administration features.

 

Topics include:

  • User Management

  • Provider Profile

  • Coordinator Setup

  • Reference Table Management

  • Other Admin-only Functions

 

Watch the training video here: Administration