What’s new
at HHAeXchange

  • New York
  • Enhancements
  • Operational Efficiency

Move through your Conflict Management to-do list faster

Filters now stay put after you add a note or send a communication from Conflict Detail, so you can move through your queue without resetting your view.

  • Add notes and send messages from Conflict Detail without losing your filters
  • Skip past resolved Time-Distance conflicts that no longer belong in your queue

  • Clinical
  • Enhancements

Cut manual entry across clinical documentation with new enhancements in HHAeXchange Clinical

HHAeXchange Clinical now pulls even more from data you’ve already entered, supports more real-world scheduling and care scenarios, and cuts down on manual exports and signatures.

  • Export documents for one or many patients in a single batch, with progress tracking
  • Auto-populate Nurse Assessment and PRN forms from Clinical
  • Set Medication Profile frequencies to biweekly or every 2 months
  • Record eMAR dates that reflect when care was actually delivered on overnight visits
  • Select a specific discipline (HHA, PCA, or Aide) on MD Orders
  • Sign MD Orders and get the clinician’s full name, date, and timestamp added automatically
  • Goal Tracking
  • Enhancements

Goal Tracking documentation that matches your state’s requirements to keep you compliant

Goal Tracking templates now reflect state names and requirements, with a new template for New Jersey and steadier note-saving on the HHAeXchange+ mobile app.

  • Use state-tailored templates for New Jersey, North Carolina, and Pennsylvania
  • Document Supported Employment Services with a new template built for New Jersey providers
  • Finish and save goal notes in the caregiver mobile app even when connection drops so you can clock out on time
  • Enhancements
  • Operational Efficiency

Fewer clicks and faster fixes in Visit Maintenance

Visit Maintenance now handles more of your day-to-day work directly, from filtering and reprocessing to correction requests, so you spend less time jumping between screens or waiting on manual fixes.

  • Filter by team, location, or branch, matching workflows you previously used in Call Maintenance
  • Trigger a recalculation when new data changes a visit’s status
  • Handle more from one view: correction requests from the caregiver mobile app, timesheet status, and all EVV exceptions at once
  • Enhancements
  • Operational Efficiency

A faster way to merge duplicate patient records

When a new payer contract goes live, agencies often end up with duplicate patient records. The new Bulk Patient Merge wizard finds the matches and merges them for you, so nothing gets lost and nothing gets missed.

  • Find matching patient records automatically and merge them in bulk instead of one at a time
  • Keep visit history, schedules, authorizations, and billing records intact through the merge
  • Handle the cleanup too: discharging old contracts, end-dating old authorizations, and updating master week schedules

  • Enhancements
  • Patient Care
  • Operational Efficiency

Auto-Populate Plan of Care Details into Clinical Forms

Agency admins can now pull a patient’s Plan of Care (POC) directly into the form they’re completing, auto-populating the relevant care plan details so documentation always matches what’s active.

Current image: Auto-populate plan of care
  • Select a patient’s POC while creating the form, filtered automatically to the POCs already on their profile
  • Pull the latest care plan data in real time
  • Keep documentation aligned with the patient’s active care plan, cutting manual cross-checking and improving care

  • Enhancements

Stronger Login Security, Built in Automatically

Your account is now protected by three new layers of security that work in the background, so protection doesn’t add extra steps to your day.

  • Get notified by email the moment a name, email, or MFA setting changes on your account
  • Trigger extra MFA verification only when logins look unusual — new device, new IP, or repeated failed attempts
  • Meet CMS and NIST password standards automatically, with longer passphrases, no password reuse, and faster lockout protection
  • Caregiver Experience
  • Mobile App

Direct Messaging in the HHAeXchange+ Mobile App

Two-way chat now lives directly inside the app that caregivers already use to clock in and out — no separate app, no texts, no phone tag.

  • Messages route to agencies through the Enterprise Message Center, so nothing gets missed
  • Messaging is HIPPA compliant
  • Enhancements
  • Operational Efficiency

Conversations

Conversations lets payers, providers, members, and caregivers communicate in one shared thread — across every portal — replacing the phone calls, emails, and disconnected notes that slow care decisions down. Everyone sees the same history, so nothing falls through the cracks.

Current image: Conversations
  • The right people can be looped in without starting a new conversation
  • Faster back-and-forth means quicker answers and fewer delays in care
  • One messaging thread continues across every portal that each stakeholder (provider, payer, and caregiver) already uses

Manage care, compliance, and payments—all in one platform.

Elevate member experiences and health outcomes with HHAeXchange, the software that connects the entire HCBS ecosystem.