Minnesota HHAX

If you have not already done so, tell Generations Support that you are going to be using HHAX so we can assign a trainer to work with you. 

Overview

Checklist

Overview and Checklist Combined

Here is the overview and checklist combined into a PDF. Click the two arrows in the upper-right corner to print or download. 

  

Contact HHAX

Contact HHAX and set your account up. 

• If you already have an HHAX account, we still recommend contacting them to ensure they know that your account will be utilizing an interface from a third party; they may have some special instructions for your agency.
• Do not manually add employees to HHAX. If you have already done this, the employees must be manually deleted from HHAX prior to using the interface; if this is not done, your agency will get a duplicate social security number error on all files.

Specifications

We strongly encourage you to review the HHAX specifications. While you don't need to understand the majority of the specifications, you may need to refer to them for Service Codes and Payors. 

• Click here for HHAX specifications. Select EDI Process on the left of the screen, then scroll down to the HHAeXchange EVV API Technical Specifications MN. The Payor and Procedure Codes are in Appendix B, Code Information.

Preparing Generations

There are several areas in Generations that must be prepared before transmitting data to HHAX including Company Settings, Service Code Master List, Client Personal Data, Caregiver Personal Data, Payors, Schedules, and more.

Company Settings

There are a couple of things to establish in Company Settings (Admin > Company Settings.)

Company Information Tab

• Add your Tax ID (TIN/EIN) is entered in the Tax ID field.
• The Tax ID should be entered with no dashes like the example below.

Other Options Tab

HHAX requires that overnight shifts be split at midnight. If you are not already doing so, place a checkmark to the left of "Split all shifts worked at midnight."

Service Code Master List

For each Service Code to be used by these clients, add procedure codes into Alternate Descriptions. 

• For instance, T1005 is an example of a procedure code for Respite Agency/RESP/Respite Care. 
• Some agencies create separate service codes just for HHAX clients and/or specific Payors. 
• Refer to the specifications for the correct up-to-date codes. Click here for HHAX specifications. Select EDI Process on the left of the screen, then scroll down to the HHAeXchange EVV API Technical Specifications MN. The Payor and Procedure Codes are in Appendix B, Code Information.

Payors

Enter the Payor ID in the ID field within the Payors Master List found under the Clients tab. 

• Refer to the specifications for the correct Payor ID. Click here for HHAX specifications. Select EDI Process on the left of the screen, then scroll down to the HHAeXchange EVV API Technical Specifications MN. The Payor and Procedure Codes are in Appendix B, Code Information.

Caregiver Personal Data

• Social Security Number (SSN) is required. Note: For SSNs with leading 0s, Generations does not send the SSN to HHAX with the leading 0s. You will want to confirm the SSN on file in Generations matches what is listed in HHAX's system. (You may need to remove the leading 0s in HHAX so the two systems match).
• The UMPI number (the state professional license number) is required: Enter this into the Caregiver NPI field. 
  • If license is not available and caregiver provides self-directed services, add ‘999999999999’ to the Caregiver NPI field.
• EVV ID: Required
• NPI:  (Optional) Enter this into the Caregiver State License field.
• Hire Date: Required.
• Date of Birth: Required
• Email: Required
• Gender: Required
• Phone Number: Optional
• Home Address including State and Zip code: Required

Client Personal Data 

• Client First Name and Last Name: Required
• Client Phone Number: Required
• Client Address: Required
• Client EVV ID: Required
• Client Diagnosis Code: Required. If you do not know a code, click the information button to search.  The best search results tend to come from searching by description and description search option of contain. For example, searching for illness shows the following result: 

The diagnosis should look like this on the Client Personal Data page.

• Medical Record Number: This is the Client's Medicaid ID (This is a REQUIRED field. This MUST be the Medicaid ID, not the MCO Client ID or any other number).
• Assign Payor and Procedure Code. On the additional payors tab, select the payors appropriate for the client and assign procedure codes. Then click Assign to Payor, enter the procedure code, put a checkmark by the Payor and click assign. If desired you can also select or remove all. Procedure code modifiers are not required here.
• (Optional) Service Order to track authorization. 
• However, service orders are required if you must submit claims in quarter hour units (1 Hour = 4 Units)
  • The client must have a service order established that specifies 4 unit/hour.
  • The service order must be attached to schedules, and
  • The service order must be attached to Timesheets
• HHAX Admission ID (Optional): Needed if client is dual enrolled with a health plan and has multiple accounts in HHAX. To avoid rejections, add a Custom Fields titled "HHAX Admission ID" and in the description field list the client's AdmissionID without the alpha prefix. Example, if AdmissionID shows as EDY-12345678 in HHAX, enter in Generations as 12345678. 

Schedules and Timesheets

Schedule as normal, and ensure that each shift has the correct Payor assigned. 

• The Payor field should not be “Self.”
• Schedules and Timesheets must have the same times. 
• Be sure to follow the best practice by adjusting times on the schedule, then creating Timesheets. 
• Any difference between the Schedule time and the time on the Timesheets causes errors.

Tasks (Duties)

Add require tasks to schedules with HHAX payors. Minnesota has a specific list of acceptable tasks (duties) to use per payor.

Refer to the HHAX user guide link above for the correct up-to-date list. Generations will load tasks as needed.

Check Your Work

It is very important that your work is accurate because even the slightest discrepancy can cause issues with the interface. Here are several ways that you can use to double and triple check your work. This is optional, but can help find issues before you enter interface credentials into Generations.

• Service Code Master List: Be sure that all Service Codes for HHAX have a procedure code in the alternate description field.
• Payor Master List: Double check the payor setup.
• Client List: Use the Column Chooser. Select all fields you just updated like EVV ID, date of birth, phone number, Medical Record #, and Diagnosis Code.
• Caregiver List: Use the Column Chooser and show things like EVV ID, SSN, Gender, NPI, and more.
• Completed Schedules and Tasks Report: Check that schedules have appropriate tasks assigned. Go to Reports > Completed Schedules and Tasks Report. Filter to the correct Client Type, pick a date range, and be sure to choose "Schedules Without Tasks Assigned." 
• Report Writer: To check that you have additional payors and service orders, go to Reports > Report Writer. Choose the report source of client, and then the options of "additional payor" and "service order." This helps confirm that all clients have the payor on the additional payor tab and that a service order is created. 
• Report Writer: To verify that schedules have payors assigned, stay in Report Writer. Select the report source of schedules and pick a start date when you are going to start using the interface; the end date should be a couple of months out. You may need to play with that date range a little to be able to display all shifts. Once you have schedules displaying, use the Column Chooser to view service order, payor, and service; this will help you spot any schedules that do not have payors assigned.
  • You may need to apply client type to narrow down the list.
  • You can also export this to Excel for easier manipulation. Learn more about Report Writer.

Generations Interface with HHAX

We help you set up the interface during training. Find the HHAX Interface under the Interfaces menu at the top of the Home Screen. This will only appear after you contact us and we turn the HHAX Interface on for your agency.

Go to the Settings tab. Complete these fields based on information provided by HHAX. To ensure the credentials are entered and work properly:

• Enter Client ID provided by HHAX
• Enter Client Secret provided by HHAX
• Click Save

Go to the Main tab and establish

• Begin Schedule Processing Date: This is initially set to today's date. You can change this to the date you wish to begin sending data to HHAX. Typically this is the day you were required to start using HHAX.
• Indicate Payor(s):  Check off Payors that you will be billing through HHAX. Only schedules with these Payors are included in the HHAX Interface process; that is why it is crucial that each client and schedule associated with HHAX has one of the selected Payors assigned.
• Start / End Dates:
  • We recommend you leave the start date to match Begin Schedule Processing Date.
  • The end date should be today's date.
  • Only change these dates if you need to manually resend specific time periods (and usually only when directed by Generations Support.)
• Export Caregivers: This button pushes data to HHAX. Before going live, you must click this button once to get the initial data to HHAX. NOTE: Once you click this button and Go Live, information will send automatically to HHAX. Going forward you will only need to click this when instructed to do so by Generations Support
• Confirmed Visit Add/Update: This button pushes data to HHAX. Before going live, you must click this button once to get the initial data to HHAX. NOTE: Once you click this button and Go Live, information will send automatically to HHAX. Going forward you will only need to click this when instructed to do so by Generations Support

Daily Operations

Every ten (10) minutes, Generations sends confirmed shifts with no exceptions. On a daily basis, we strongly recommend that you:

• Review EVV schedules. Resolve Exceptions and Confirm Schedules.
• Review the Log File in the HHAX Interface in Generations and correct errors.
• (Optional) You can manually export clients, caregivers, and visits as desired. Manual exporting is not normally required, but may be used if directed to do so by Generations support.

Schedules and Timesheets must have the same times. Be sure to follow the best practice by adjusting times on the schedule, then creating Timesheets. Any difference between the Schedule time and the time on the Timesheets causes errors.

• Confirmed schedules are sent as far back as Begin Schedule Processing date.
• HHAX usually takes at least 30 minutes or longer to process data.
• Once processed, the results are in the Log Tab.

Exceptions

For every shift that is not automatically confirmed by EVV, you must add an exception plus a reason and resolution. From the Home Screen, click EVV at the top of the screen to find the Reasons and Resolutions Master Lists.

• The Exception is the fact that the shift was not automatically confirmed by EVV. Exceptions are flagged for you by Generations.
• Reasons answer the question, "Why is there no electronic login or logout?"
• The resolution (actions) answers the question, "How did you resolve the reason?" For example, if the caregiver forgot the EVV ID, you maintain written documentation about speaking with the caregiver and client to verify that the caregiver was in fact working with the client.

To help identify exceptions, show the Exceptions Alert in EVV Schedules (click the column chooser and select Exceptions Alert.) Best practice when in EVV Schedules is to have the following columns displayed in the EVV Schedule view: 

• Exception Alert
• Schedule ID
• Payor
• Service

Canceled (Missed Visits) Shift Reasons and Resolutions

If a visit was sent to HHAX and is then cancelled, you must document the reason for the cancellation and how it was resolved. 

• Each state has a specific list of acceptable reasons and resolutions. 
• Refer to the HHAX user guide links above for the correct up-to-date codes. 
• Generations adds these codes for you.

Log

The Log File shows you any issues that need to be addressed. We strongly suggest you review this log daily. The person in the office responsible for downloading visits should add their ID to the error notification list so they can an email notification whenever an error occurs.

Errors

Error codes do not come from HHAX; instead, they come from the MCO or Payor. As a result, you might see two of the same codes from two different payors referring to two different things. You must work directly with the MCO or Payor to understand the codes; HHAX typically cannot help you with them. Some error codes we've seen: 

Billing

The Minnesota Billing Export is done when you wish. Do not send billing to HHAX until you have verified 1) the visit is in HHAX and 2) there are no errors on the visit in the HHAX log in Generations. To generate a successful Billing, the following steps must be completed first:

1. Schedule(s) must be confirmed with no EVV Exceptions.
2. (Optional) Other Expenses must been added to the shift.
3. Timesheets must be created.

For Quarter Hour Units (1 hr = 4 units)

If you need to submit claims in quarter hour units (1 hour = 4 units) you must use Service Orders.

• The Client must have a Service Order established that specifies 4 units per hour.
• The Service Order must be attached to the schedule
• The Service Order must be attached to Timesheets.

Billing Export

The Billing Export is done when you wish. Do not send billing to HHAX until you have verified 1) the visit is in HHAX and 2) there are no errors on the visit in the HHAX log in Generations. Steps to use Billing Export are:

1. From the Home Screen, select Billing Export at the top of the screen.
2. Enter your date range and specify payor.
3. Select clients.
4. Check box to "Update Timesheets as billed"
5. Click HHAX
6. Specify Units/Hour.
7. Click OK.
8. The Billing Visit Export uploads billing information to HHAX  and validates the information.
   • If there are errors, review the missing data report in the Log tab.
   • If the API is not accessible, a message appears that "Failed to connect to the HHAX server. Billing file was not created." Just try again at a later time.
   • After the file is created, check the success or failure of the billing using the Log tab in the HHAX Interface. The log is updated once HHAX has processed the file, usually within an hour.

Billed Fields Sent