Ask Axxess


Ask Axxess is your Axxess intelligence™-powered assistant designed to simplify navigation, reduce administrative workload and accelerate decision-making across the platform. Ask Axxess enhances operational efficiency by providing quick access to essential information, summarizing key data and minimizing clicks.


Use Ask Axxess to:


  • Search for information across the platform related to patients, medications, orders, schedules, claims, remittance advices, physicians, users, reports and more.

  • Analyze data and surface key insights with minimal effort.

  • Discover the solution’s full functionality.


To use Ask Axxess, navigate to the search bar in the top-right corner of Axxess Home Health or select Ask Axxess from the Axxess intelligence drop-down menu.


What Can You Search For? 


Here are some example searches to help you get started:


Operational Searches
Category Example Search Description
Patients Search patient name Locate a specific patient and view all essential details in one place without opening multiple pages
Phone Number Search phone number Identify a missed caller and match the number to a patient record
ZIP Code or County Search “active patients in [ZIP code/county]” Filter patients by location to optimize travel time for nearby visits
Referral Comments Search keywords from referral comments Search and review notes related to patient referrals for timely initiation of care
Visit Authorizations Search patient name, authorization ID, insurance name, date, or discipline with keyword “auth” Verify authorized visits before scheduling
Users Search user name, credentials, title, phone number, license name, or keywords within personnel notes Locate staff profiles, roles, and contact details to improve internal coordination
Reporting Search keywords from the desired report Quickly locate reports



Clinical Searches
Category Example Search Description
Tasks Search task name, patient name, task date, task status, or the assigned user’s name Locate a specific task to review details and view the visit note, print preview, and task details
Orders Search order number, patient name, provider name, order name, or order date Locate a specific order to update its status, follow up, or confirm completion
Medications Search medication name, classification, or dose Identify all patients prescribed a certain medication or with specific medication characteristics; search medications ordered by certain providers for more efficient care coordination
Physicians Search physician name, credentials, NPI, phone number, or address Locate a specific provider and view all essential details in one place without opening multiple pages



Billing Searches
Category Example Search Description
Case-Mix Analysis Search name and date with terms “payment,” “HIPPS,” or “LUPA” Open the case-mix analysis while verifying a claim to ensure accuracy before submission
Visit Authorizations Search patient name, authorization ID, insurance name, date, or discipline with keyword “auth” Compare authorizations with completed visits to prevent claim denials
Batches Search patient name with term “batch,” batch ID, date, or insurance name Search for submitted claims to determine if responses have been received from the insurance company and identify corrective actions needed for timely payment
Remittance Advice Search patient name with term “remit,” remit ID, date, insurance name, claim status, or type of bill Locate remittance advice records for review, reconciliation, and verification of claim payment details

How to Use Quick Search


Use Quick Search for routine, high-frequency tasks to quickly access key data.



Search by keyword or phrase. For example, search John Doe claim 1/1/2025 or active patients on opioids.


Click on the results to get to the data you need.


How to Use Expanded Search


Expanded Search is best for deeper analysis. It consolidates related information by patient, user or provider, so you don’t have to switch between screens. The clearer and more detailed your search, the more accurate your results will be.


Select predefined prompts for summaries, insights and recommended actions.


Navigate to Filters to narrow results by patients, orders, task, remittance advice, etc. Use Recent and Most Searched to quickly pick up where you left off and streamline repeated actions.


Benefits of Ask Axxess


Built-In and Ready to Use

No extra downloads or separate tools. Ask Axxess is integrated directly into your workflow.


Faster Access to Information

Find the answers you need instantly without clicking through multiple screens.


Streamlined Workflows

Automate routine tasks and reduce manual effort to save time and boost productivity.


Complies With User Permissions

Adheres to user profile settings, ensuring staff only see what’s relevant to them.


Lower Operational Costs

Cut down on time-consuming processes and reduce overhead with more efficient task management.


Increased Revenue and ROI

Boost reimbursement and revenue by:

  • Reducing time spent on repetitive tasks

  • Enabling teams to focus on higher-value work

  • Accelerating traditionally slow processes


Centralized View of Data

Access related information by patient, user, provider and more — all in one place.


Real-Time, Insightful Guidance

Make faster, more informed decisions backed by accurate, up-to-date data.


Enhanced Patient Outcomes

Improve care delivery with fewer delays and smarter, insight-driven decisions.


Easy to Use

Simple, intuitive keyword search. No special training required.