What’s new
at HHAeXchange

  • Scheduling
  • AI

CareMatch: AI finds the right caregiver for open shifts

CareMatch finds the best-matched caregiver for an open shift across your network, then contacts them by app, text, or phone to confirm. Coordinators make the final decision, so they spend less of their day calling to fill shifts.

  • Automate outreach to the best-matched caregivers
  • Fill shifts before they become urgent
  • Reduce overtime by prioritizing underutilized caregivers
  • North Carolina
  • Goal Tracking

HHAeXchange Goal Tracking: flexible goal notes, auto-save, and North Carolina templates

Goal notes save automatically, and agencies get more flexibility in how they document goals that are specific to their programs.

  • Auto-save for Goal Notes: In HHAeXchange+, Goal Notes now save in the background, so caregivers and direct support professionals (DSPs) don’t lose their work.
  • Faster, cleaner clock-outs: Goal Tracking now validates required fields as soon as they’re completed, and the status message updates to match. Caregivers and DSPs can finish their visits without interruption.
  • Flexible note fields: Agencies, states, and programs have different Goal Tracking requirements. Three additional note fields are now available, including a Case Manager note field.
  • North Carolina templates: Agency templates now populate assessment keys automatically, based on the selected intervention and visit count.
  • Patient Care
  • Clinical
  • Nurses

HHAeXchange Clinical: Track DME and supplies in one place, and complete administration tasks in eMAR

Two updates give nurses less to re-enter and more built-in safety checks.

  • Record a client’s durable medical equipment (DME) and supplies once. The information fills in automatically in Nursing Assessments and MD orders, so nurses don’t have to re-enter it, and your agency has a complete equipment record ready for audits.
  • Nurses are now prompted to complete pre- and post-administration tasks in the electronic medication administration record (eMAR) as part of giving a medication. That includes recording required vital signs beforehand and documenting the outcome afterward. Each entry captures who completed it and when, which helps prevent missed safety checks and reassessments.

  • Payer Compliance
  • Caregiver Experience
  • Mobile App

HHAeXchange+ mobile app: see who needs to update and activate caregivers in bulk

This month’s updates show you who’s using the app and who needs to update, and they make it faster to get new caregivers started.

  • See when caregivers last signed in within mobile user management+ 
  • Identify which caregivers need to update their mobile app with exports 
  • Visit notes captured from the mobile app now include a date and time stamp 
  • Large agencies onboarding hundreds of caregivers can share activation codes in bulk by email or text message 

  • 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

  • Enhancements
  • Goal Tracking

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
  • Clinical

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
  • Operational Efficiency
  • Enhancements

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
  • Operational Efficiency
  • Enhancements

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

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
  • Operational Efficiency
  • Patient Care
  • Enhancements

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
  • 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
  • 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
  • Billing
  • Enhancements
  • Operational Efficiency

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
  • Payer Compliance
  • Enhancements

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
  • Caregiver Experience
  • Scheduling

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
  • EVV Compliance
  • Caregiver Experience
  • Patient Care

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
  • Billing
  • Compliance

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

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.