What’s new
at HHAeXchange

  • 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
  • Mobile App
  • Caregiver Experience

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
  • Operational Efficiency
  • Enhancements
  • Billing

Invoice Merging by Export Code

A new billing enhancement is giving agencies greater control over how claim lines are grouped, resolving a long-standing pain point where multiple service codes mapping to the same payer billing code were triggering unnecessary claim rejections.

  • Visits with the same Export Code now consolidate into a single claim line
  • Eliminates duplicate claim flags caused by modifier differences
  • Claims are generated the way payers expect to receive them
  • Configurable at the contract level
  • Fewer downstream rejections and less manual rework

  • New York
  • Enhancements
  • Payer Compliance

Conflict Management Enhancements

New updates to Conflict Management give providers more accurate information to resolve conflicts faster.

  • In-service conflicts disabled so false flags are reduced
  • Reduced time-distance conflict sensitivity
  • Bulk status changes and internal notes now available
  • Cleaner filtering and navigation throughout

  • EVV Compliance
  • Scheduling
  • Caregiver Experience

Cluster Care for Group Service Models

Caregivers serving multiple patients in shared care settings can now clock in and out once for all related visits on the mobile app, eliminating repeated entries for each patient.

  • Single EVV clock-in for all group visit patients
  • Reduced caregiver admin workload
  • Smarter scheduling to catch issues early
  • Bulk EVV exception management
  • Accurate, compliant documentation
  • Patient Care
  • Caregiver Experience
  • EVV Compliance

Enhanced Plan of Care for Multi-service Unscheduled Visits

Documentation accuracy starts at the point of care. Caregivers now see the right care duties based on the service being provided, even for unscheduled visits.

  • Better compliance with Illinois EVV requirements
  • Fewer manual corrections
  • Caregivers guided to correct duties
  • Built for multi-service environments
  • Illinois
  • Compliance
  • Billing

Illinois Department of Aging Billing Migration to e-Billing

Illinois Department of Aging billing has moved into the e-Billing module, bringing Illinois agencies in line with modern billing processes across the platform.

  • Fewer downstream claim rejections
  • Improved billing accuracy
  • Stronger pre-submission validation
  • Modern, streamlined billing experience

  • Enhancements
  • Caregiver Experience

Caregiver Visit Notes Improvements

Caregiver notes are easier to scan and manage, helping operational teams find visit context quickly while preserving the original documentation trail.

  • Cleaner visit-note presentation
  • Improved internal review flow
  • Faster context for care teams

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.