---
title: Getting Started Checklist | HHAeXchange Alt EVV Minnesota Providers
---

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    - [EVV](https://hhaexchange.com/electronic-visit-verification-software/)
- [Resources](https://hhaexchange.com/homecare-resources/) 
    - [State EVV Guide](https://hhaexchange.com/state-evv-status/)
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    - [Contact Us](https://hhaexchange.com/contact-us/)

[Get a Demo](https://info.hhaexchange.com/landing-page?hsLang=en)

- [Who We Help](https://hhaexchange.com/who-we-help/) 
    - [Homecare Providers](https://hhaexchange.com/who-we-help/agency-homecare-management-software/)
    - [Homecare Payers](https://hhaexchange.com/who-we-help/homecare-payer-software-solutions/) 
          - [Managed Care Organizations](https://hhaexchange.com/managed-care-software-solutions/)
          - [State Governments](https://hhaexchange.com/homecare-compliance-solutions-state-governments/)
    - [Caregivers](https://hhaexchange.com/who-we-help-caregiver-hub/)
- [Provider Platform](https://hhaexchange.com/homecare-provider-platform/) 
    - [Billing and Payroll](https://hhaexchange.com/homecare-billing-payroll-software/)
    - [Clinical](https://hhaexchange.com/patient-clinical-information-system/)
    - [Compliance](https://hhaexchange.com/homecare-compliance-software/)
    - [EVV](https://hhaexchange.com/electronic-visit-verification-software-solution/)
    - [Reporting](https://hhaexchange.com/homecare-business-intelligence-reporting-system/)
    - [Scheduling and Referrals](https://hhaexchange.com/homecare-scheduling-software/)
- [Payer Platform](https://hhaexchange.com/homecare-payer-management/) 
    - [Billing](https://hhaexchange.com/homecare-billing-management/)
    - [Case Coordination](https://hhaexchange.com/payer-home-health-case-coordination/)
    - [Claims Management](https://hhaexchange.com/homecare-claims-management-software/)
    - [Network Management](https://hhaexchange.com/network-management-payer-compliance/)
    - [Value-Based Care](https://hhaexchange.com/value-based-care-payer-providers/)
    - [EVV](https://hhaexchange.com/electronic-visit-verification-software/)
- [Resources](https://hhaexchange.com/homecare-resources/) 
    - [State EVV Guide](https://hhaexchange.com/state-evv-status/)
    - [Blog](https://hhaexchange.com/blog/)
    - [Events](https://hhaexchange.com/homecare-events-conferences/)
    - [Case Studies](https://hhaexchange.com/homecare-case-studies/)
    - [White Papers](https://hhaexchange.com/white-papers/)
    - [Videos](https://hhaexchange.com/homecare-videos/)
    - [Provider Info Centers](https://hhaexchange.com/homecare-resources/provider-information-centers/)
- [About](https://hhaexchange.com/about/) 
    - [HHAeXchange and Cressey & Company FAQ](https://hhaexchange.com/homecare-resources/hhaexchange-and-cressey-and-company-investment-faq/)
    - [Team](https://hhaexchange.com/leadership-team/)
    - [Memberships](https://hhaexchange.com/memberships/)
    - [Careers](https://hhaexchange.com/careers/)
    - [In the News](https://hhaexchange.com/media-mentions/)
    - [Press Releases](https://hhaexchange.com/press/)
    - [Contact Us](https://hhaexchange.com/contact-us/)

Minnesota Homecare Provider

# Getting Started Checklist

Your Agency is using a Third-Party System to capture EVV and you are importing data to the HHAeXchange Aggregator.

![temp-alternating-conent](https://info.hhaexchange.com/hubfs/u4-images/home-1.svg)

Step 1

## Follow the Steps to Integrate Your Third-Party System

After filling out the HHAeXchange Minnesota Provider Enrollment Form, your HHAeXchange Portal will be automatically created. Then, follow the steps outlined in the EDI Process section of the Minnesota State Info Hub to successfully integrate your Third-Party System with HHAeXchange.

[**Minnesota State Info Hub**](https://www.hhaexchange.com/info-hub/minnesota)

![HHAexchange\_Illos\_04\_exp\_19.  Careers \_01](https://info.hhaexchange.com/hs-fs/hubfs/Website%20Illustrations%20(2022)/HHAexchange_Illos_04_exp_19.%20%20Careers%20_01.jpg?width=460&name=HHAexchange_Illos_04_exp_19.%20%20Careers%20_01.jpg)

STEP 2

## Review Your HHAeXchange Provider Portal

Even though your Agency uses a Third-Party System to capture EVV, you are still required to ensure your Agency’s information is correct in HHAeXchange. Log into your HHAeXchange Portal and review your Agency Setup and Office Setup to ensure your Agency’s demographic information is correct. It is crucial that any and all NPIs or UMPIs under which your Agency will collect EVV data is present in your Office Setup. There can only be one NPI and one UMPI in each Office. Next, please review your user accounts to ensure those employees at your Agency have the necessary access to help manage EVV.

[**Review and Update Provider Identifier – NPI and UMPI Numbers**](https://knowledge.hhaexchange.com/provider/Content/Documentation/Admin/Admin-C-Review-Update-Provider-Identifier-MN.htm?Highlight=UMPI)

[**User Management**](https://knowledge.hhaexchange.com/provider/Content/Documentation/Admin/Admin-C-User-Management-P.htm?Highlight=user%20management)

![HHAexchange\_Illos\_04\_exp\_16.  Selfdirection\_01](https://info.hhaexchange.com/hs-fs/hubfs/Website%20Illustrations%20(2022)/HHAexchange_Illos_04_exp_16.%20%20Selfdirection_01.png?width=460&name=HHAexchange_Illos_04_exp_16.%20%20Selfdirection_01.png)

STEP 3

## Register for a MN-ITS Mailbox

All announcements and important communications concerning EVV will be sent to your MN-ITS mailbox. If you haven’t already done so, please register for a MN-ITS mailbox by clicking the link below.

 

[**MHCP MN-ITS User Manual**](https://www.dhs.state.mn.us/main/idcplg?IdcService=GET_DYNAMIC_CONVERSION&RevisionSelectionMethod=LatestReleased&dDocName=MNITS_Home)

![Payroll-billing](https://info.hhaexchange.com/hs-fs/hubfs/Website%20Illustrations%20(2022)/Payroll-billing.png?width=460&name=Payroll-billing.png)

STEP 4

## Import Caregiver Data to HHAeXchange

To successfully import EVV data to HHAeXchange, you must first import your Caregiver information. Caregiver import specifications can be found by clicking the link below.

**[Caregiver Bulk Import Process](https://knowledge.hhaexchange.com/enterprise/Content/Documentation/Portals/Port-B-Caregiver-Bulk-Import-Process.htm?Highlight=bulk%20import)**

[**Minnesota Department of Human Services Electronic Visit Verification (EVV) Data Aggregator API Specs**](https://knowledge.hhaexchange.com/edi/Content/Documentation/EDI/API-EVV-Data-Aggregator-Specs-MN-P.htm)

![Caregivers\_2](https://info.hhaexchange.com/hs-fs/hubfs/Caregivers_2.png?width=460&name=Caregivers_2.png)

Step 5

## Caregivers Capture EVV

Once you’ve completed all the above steps, your Agency is ready to begin capturing EVV. For services in scope for EVV, Caregivers will clock in and out of every visit by using the EVV tools (ex: Mobile App, FOB, Telephony) provided by your Third-Party System. As Caregivers begin capturing EVV, it is your responsibility to review EVV data in your HHAeXchange Portal.

[**How EVV Appears in HHAeXchange**](https://hhaxsupport.s3.amazonaws.com/SupportDocs/Videos/eLearning+Videos/VCE03-How_EVV_Appears_in_HHAX.mp4)

![Social\_Blog\_FollowingtheData\_Thumbnail\[99\]](https://info.hhaexchange.com/hs-fs/hubfs/Social_Blog_FollowingtheData_Thumbnail%5B99%5D.jpg?width=460&name=Social_Blog_FollowingtheData_Thumbnail%5B99%5D.jpg)

Step 6

## Manage Visit Data Import Rejections

It is your responsibility, with help from your Third-Party System and HHAeXchange, to continuously review and resolve visit import rejections. Your Agency’s EVV data won’t always successfully import to HHAeXchange, so reviewing these rejections early and often will reduce any issues later. After reviewing the rejections with your Third-Party System, if you are still encountering issues, please submit an EDI Support Desk (ESD) ticket with HHAeXchange. **Remember:** You will need to include a transaction ID or external ID in order for HHAeXchange to troubleshoot each visit import rejection. You can get the transaction ID or external ID from your Third-Party System.

[**Homecare Common EDI Import Failures**](https://knowledge.hhaexchange.com/edi/Content/Documentation/EDI/EDI-Import-Failures-P.htm)

[**HHAeXchange Support Ticket: Import Rejections**](https://hhaexchange.my.site.com/s/login/)

![temp-alternating-conent](https://info.hhaexchange.com/hubfs/u4-images/home-1.svg)

Step 7

## Monitor Your EVV Compliance

Your Agency is required to comply with EVV policies set forth by the Minnesota Department of Human Services. Make sure your Agency is on the right track and complying with EVV by reviewing the reporting tools made available to you by HHAeXchange.

- **Monthly EVV Compliance % Report**: HHAeXchange will email your Agency Admin Users a monthly report which details your Agency’s compliance % for each MN Payer you contract with. The report is delivered via email on the 25th of every month. EVV Compliance is measured by dividing the number of EVV compliant visits by the total number of confirmed visits in a given time period.

[**Exception Reports**](https://knowledge.hhaexchange.com/provider/Content/Documentation/Reports/RP-C-Exception-Reports-Definitions-P.htm?Highlight=Exception%20reports)

**[Understanding Your EVV Compliance Report](https://hhaexchange.zoom.us/rec/share/O8MiSNuGcijZyz2l5ZuBFK7V8EzdYnbT8mngPS63jLinq-Pt4AjSrv-3Z5bUMAX5.ItUQPxwDDtA1BTao)**

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## Need Help?

If you need assistance in navigating the HHAeXchange system, troubleshooting questions with the Mobile App, or any other need – please submit an HHAeXchange an EDI Support Desk ticket. You will need the following information to submit a support ticket: Federal Tax ID and Third-Party System vendor name.

[**HHAeXchange Client Support Portal**](https://hhaexchange.my.site.com/s/login/)

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