HHAeXchange Tutorials

HHAeXchange training

Learn HHAeXchange step by step, starting with Office Setup

12 playlists in the order an agency sets things up: office, users, contracts, caregivers, patients, EVV, billing, and payroll.

Start with Step 1Browse all 258 videos

Your progress · 110 videos · 5 hr 46 min

0/110

Learning path

Go in order. Each step builds on the one before it.

  1. 1

    Office & Agency Setup

    6 videos · 16 min

    Set up your office, agency profile, and the reference data everything else depends on.

    Office Setup · Agency Profile · Add Billing NPI, Tax ID, and Billing Address · Reference Table Management …

    0/6
  2. 2

    Users & Access

    6 videos · 14 min

    Log in, find help, and give your team the right accounts and permissions.

    Log Into HHAeXchange · Set and Reset HHAeXchange Password · Use the HHAeXchange Knowledge Base · User Management …

    0/6
  3. 3

    Contracts & Service Codes

    10 videos · 21 min

    Configure payer contracts, service codes, rates, and export codes.

    Contract Setup · Create New Contract · Search for a Contract · Create Service Code …

    0/10
  4. 4

    Duty List & Physicians

    4 videos · 9 min

    Build the duty list caregivers follow and register the physicians you work with.

    Duty List Setup · Add Duty to Duty List · Create Physician in Physician Setup · Add Orders and Goals in MD Order

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  5. 5

    Caregiver Setup

    5 videos · 22 min

    Add caregivers, capture their availability, and keep them compliant.

    Set Up Caregiver · Add Preference / Availability to Caregiver · Manage Existing Caregivers · Caregiver Compliance …

    0/5
  6. 6

    Patient Setup

    14 videos · 27 min

    Admit patients, link contracts and authorizations, and manage their records.

    Add Patient · Search and Edit Patient Information · Associate Contract to Patient · Add Authorization to Patient …

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  7. 7

    EVV Setup & Scheduling

    10 videos · 19 min

    Get Electronic Visit Verification ready and build the patient schedule.

    EVV Overview · Enable Mobile Access · Locate Time and Attendance PIN · Save IVR Phone Number …

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  8. 8

    Caregiver App & Clock In/Out

    8 videos · 33 min

    Show caregivers how to register on the mobile app and clock in and out of visits.

    Download, Sign Up, and Register for HHAeXchange Mobile App Access · Caregiver Mobile App · Clock In/Out via IVR · Clock In/Out for Scheduled Visit on the HHAeXchange+ Mobile app …

    0/8
  9. 9

    Visit Confirmation

    9 videos · 33 min

    Work the Call Dashboard, fix EVV exceptions, and confirm visits.

    Manage Call Dashboard · Manually Confirm Visits from the Call Dashboard · Edit Visit from Caregiver Calendar · Resolve No Schedule on Calendar (Call Dashboard Error) …

    0/9
  10. 10

    Prebilling & Invoicing

    18 videos · 1 hr 22 min

    Clear prebilling holds, create invoice batches, and review billing.

    Invoice and Billing Process · Resolve Incomplete Confirmation · Resolve Authorization · Resolve Unbalanced Visit …

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  11. 11

    E-Billing & Rebilling

    7 videos · 25 min

    Submit electronic claims, export claim batches, and rebill.

    Create e-Billing Batch · Search and Export Claim Batches · Rebill · Claim Rebilling Process Overview …

    0/7
  12. 12

    Payroll

    13 videos · 45 min

    Set up pay codes and rates, then run and export payroll.

    Payroll Overview · Payroll Setup · Update Payroll Setup · Payroll Setup - Add Holiday Rate …

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Full library

Every video, grouped the way the HHAeXchange Knowledge Base groups them, including webinars and clinical training.