Release Notes 23.12.01
These release notes contain a high-level overview of updates and new functionality introduced to the HHAeXchange Professional software. As HHAeXchange is permission-based, not all functionality is available for every role. Further inquiry concerning the contents of this document should be directed to HHAeXchange Client Support.
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Release Notes Summary
To view a history of Release Notes, refer to the Release Notes Summary providing an overview of archived releases.
In This Release...
Listed below are brief explanations of the updates to features and functions included in the 23.12.01 release.
Add "All" to Communication Type in Message Center
Search Filters for Member Notes
Advanced Filters Added to Placement Queue
Search Filters for Authorizations
Add Default Option to Claim Form Type
Texas CDS Options Added to Member Profile
Placement Timeout Real-Time Alert
Add “All” to Communication Type in Message Center
The value All has been added as the default to the Communications Type list in the Message Center (Communications, Message Center) search filters.
Previously, users had to select Member (Consumer) or Non-Member (Non-Consumer).
Communication Type
Message Center Enhancements
The following enhancements have been made to the Message Center (Communications, Message Center):
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A Coordinator search filter and a Coordinator column have been added to the Message Center. Users can now search for messages by Coordinator.
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A Reason Status field has been added to the Message Center so users can now search for messages with an Active or an Inactive Reason. Previously, users couldn’t search for messages that contained inactive reasons.
New Search Messages filters
Search Filters for Member Notes
On the Notes tab of the Member Profile (Member, Member Search, find and select a Member, Notes), users can now search through Member Notes by:
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Provider (Name)
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Reason
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Note (contains this text)
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Status
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Date Range
Notes Search filters
Advanced Filters Added to Placement Queue
In the Placement Queue (Provider and Caregiver, Placement Queue), the following advanced search filters have been added:
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Provider (Name)
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Provider TIN (Tax ID Number)
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Service Coordinator
Previously, there were no advanced search filters for the Placement Queue.
Placement Queue Advanced Search filters
Search Filters for Authorizations
On the Authorizations tab of the Member Profile (Member, Member Search, find and select a Member, Authorization), users can now search through Authorizations by:
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Authorization Number (Auth #)
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Provider (Agency)
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Service Code & Bundle
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From Date
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To Date
Authorization Search filters
Add Default Option Claim Form Type
The default option Default Configured for Provider & Office has been added to the Claim From Type list in the Service Code section of Reference Table Management. (Admin, Reference Table Management, Service Code, Add Service Code or Edit icon).
This default option allows the Payer to skip assigning a Claim Form Type.
Claim Form Type
Link Mutual Cases
A Mutual Case With field has been added to the General section of the Member Profile. (Member, Member Search, find and select a Member, Member Profile, General section, Edit).
In this field, users can select a Member who shares the same phone number and is visited as a mutual case with the Member who owns the profile.
This function previously existed in the Classic Payer Portal.
Mutual Case With field
Texas CDS Options Added to Member Profile
For Texas Payers, the following Consumer-Directed Services options are now displayed in the Payer Portal Member Profile:
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Member is CDS Employer
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CDS Option
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Designated Representative
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Member has different CDS Employer of Record
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CDS Employer of Record
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CDS Employer of Record EVV Identification Number
Texas CDS Options in Member Profile
Placement Timeout Real Time Alert
The new Placement Timeout Real-Time Alert notifies the Payer when a broadcast placement has had no response within the designated Default Placement Acceptance Window (in the Payer Profile).
Permission to add, change, and delete Placement Timeout Real-Time Alerts must be provided to the Payer by HHAX Administration. Contact HHAX Client Support for assistance.
Payer users who need to access Placement Timeout Real-Time Alerts in Admin, Alerts Management are required to have the View Placement Timeout permission assigned to their Role in the Payer Portal (Admin, User Management, Roles and Role Assignments, expand Role, set Permissions for to Action).
View Placement Timeout Permission by Role
Add a Placement Timeout Alert
Users can add a Placement Timeout Alert as described below.
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From the Admin menu, select Alerts Management.
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On the Alerts Management page, click Add Alert.
Clicking Add Alert
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Complete the Add Alert page fields (described below) and click Save.
Add Alert page
| Field | Action |
|---|---|
| Alert Type | Select Placement Timeout. |
| Alert Description | Type a description to help clarify the Alert Type. |
| Alert Priority | Select the priority of the alert. |
| Send Email Notification |
When an action has generated an alert, a notification email is sent to th recipients specified in the Alert Assignment section. The notification email tells the recipient that an alert has been generated and provides a link to open the Alerts page in Communications. |
| Send Alert After Authorization Expires In | Set the number of days until the Authorization expires to generate the alert. |
| Member Team assigned to Member | Select to automatically alert the Member Team that is assigned to the Member when an alert is generated. |
| Coordinator assigned to Member | Select to automatically alert the Coordinator who is assigned to the Member when an alert is generated. |
| Requester of Placement | Select to automatically alert the user who requested the placement that has timed out. |
| Roles | Select the roles assigned to the alert. |
| Member Teams | Select the member teams assigned to the alert. |
| Users | Select the users assigned to the alert. |
Review Placement Timeout Alerts
Users can review and act upon occurrences that generate a Placement Timeout Alert from the Communications menu by selecting Alerts.
Communications, Alerts
When you find the alert, you can click the ellipsis (…) in the Actions column at right and select an action to perform.
| Action | Description |
|---|---|
| Update Task Status | Set the Task Status (Open, Closed, In Progress) and type a note to explain the update. |
| Assign to myself | Change the value in the Assigned To column to your username. |
| Assign to another | Change the value in the Assigned To column to another user by Role and, optionally, specific username. |
| View/Add Notes | View a history of notes for the alert and add a new note. |