Milestone 3: Visit Verification & Visit Maintenance Training

Keep the momentum going! Starting new software can be both exciting and challenging—but you don’t have to do it alone. We’re here to help your agency succeed with the HHAeXchange solution.

Join us for our next milestone training session focused on Visit Verification and Visit Maintenance. This 1-hour session will walk through how to track, confirm, and manage visits—giving your team the tools needed to stay on top of EVV requirements.

• Visit Verification Best Practices: Explore how caregivers can capture EVV data accurately using mobile, IVR, and FOB methods.

• Managing Visits in the Portal: Learn how to confirm visits, make compliant edits, and avoid common visit errors.

• Troubleshooting Tips for Common Scenarios: Get step-by-step guidance on what to do when visits don’t link or fall outside of tolerance windows.

Each training session is hosted by our State-sponsored training team—subject matter and industry experts.

These sessions are perfect for owners, administrators, business managers, and coordinators who are not using a third-party EDI vendor.  Caregivers should not attend training sessions.  

Fill out the form and get ready to for an informative for your agency. 

Can’t attend a session live? We offer on-demand access after live training so you can go at your own pace.