Training and Office Hours: Scheduling

Live Training: April 14th at 2pm ET | Office Hours: April 16th at 2pm ET

Join us for a practical walkthrough of how scheduling and visit capture work together to support accurate Electronic Visit Verification (EVV) in HHAeXchange. This session focuses on building clean schedules and capturing visits correctly to help prevent EVV issues and reduce the need for manual follow-up.

You’ll learn how to create and manage individual and recurring schedules, update calendars efficiently, and ensure visits are captured accurately using approved EVV methods. We’ll also cover how caregivers clock in and out using the HHAeXchange Mobile App and IVR, and how timing, location, and visit confirmation support EVV compliance. By strengthening scheduling and visit capture practices, agencies can improve visit accuracy, reduce errors at the source, and streamline daily workflows.

Topics will include:

• Create and manage individual visits, master weeks, and recurring schedules
• Capture EVV using the HHAeXchange Mobile App
• Capture EVV using IVR

This session provides a strong foundation for setting up schedules correctly and capturing EVV accurately from the start.

Recommended Audience:

• New HHAeXchange users
• Staff responsible for scheduling, visit capture, or EVV
• Agencies onboarding new coordinators or administrators

How It Works:
This webinar kicks off with the main session on Monday, where you’ll learn the core content and tools needed to get started. Then, join us on Wednesday for a dedicated Office Hours Q&A session to dive deeper into the topic and get answers to your specific questions.

Note: We will host a question-and-answer Office Hours session on Scheduling on April 16 2026, at 2:00 p.m. ET. No additional registration required.