AXXESS.COM go to axxess icon
ask-the-community-whiteask-the-community-red

Overview Training

 

 

Login to Axxess


Navigate to www.axxess.com. Select “Client Login”

 

Input your credentials and select “Secure Login”

 

 

Clinician Planner


The Clinician Planner displays pertinent information specific to a user. Shortcuts have been placed on the left side of the page to allow for easy access to the Axxess applications the agency is using. Clinicians are also able to see upcoming visits, past due visits, unread messages, and a map of today’s visits. To access patient charts, document a visit or bill for an individual patient, select the appropriate Axxess application on the left side of the page.

 

 

Navigation Menu


Once logged in, the navigation menu at the top will allow for easy access to the data.

 

 

Home


The Home menu allows access to the following actions based on permissions granted to the user.

 

My AccountUsers can quickly edit their profile or reset their signature.

 

My DashboardThis opens the AgencyCore dashboard.

 

My MessagesThis opens the Message Center to view/send messages.

 

My Schedule / TasksView the schedule / tasks in a list view.

 

Notes Pending Co-SignatureSign notes that are marked to require a co-signature.

 

My Monthly CalendarView the schedule/tasks in a monthly calendar view.

 

Quality Assurance (QA) CenterView tasks that are pending approval by the QA Nurse.

 

Clinician PlannerAccess the clinician planner dashboard.

 

 

Create


The Create menu allows access to the following actions based on permissions granted to the user.

 

NewAdd new items into the system, such as a Referral, Physician, Communication Note, etc.

 

OASIS ExportView OASIS assessments that are ready to be exported and submitted to CMS.

 

 

View


The View menu allows access to the following actions based on permissions granted to the user.

 

ListsView items in the system, such as a list of Referrals, Patients, Physicians, Insurances/Payors, etc.

 

Blank FormsView blank versions of visits to be printed and filled out manually.

 

Archived InsurancesView insurances that have been archived (no longer in use).

 

Exported OASISReview or cancel any previously exported OASIS or edit correction numbers.

 

Not Exported OASISView OASIS that were not exported from the system.

 

Past Due RecertsView patient recertifications that are past their due date.

 

Upcoming RecertsReview patients that have an upcoming recertification date within the next 30 days.

 

Orders ManagementView orders that are pending co-signature, pending physician signature, orders to be sent and orders history.

 

Print QueueDisplays tasks that are ready to be printed and delivered to the appropriate recipient.

 

 

Patients


The Patients menu allows access to the following actions based on permissions granted to the user.

 

Patient ChartsView patient charts within the system, including active, pending, discharged and non-admitted patients.

 

Existing ReferralsView a list of pending referrals and begin the admission process.

 

Pending AdmissionsView and add a new patient for admission into the system.

 

Non-AdmissionsAn inclusive list of all non-admissions logged in the system. From this screen, a user can also admit a patient if they were marked incorrectly.

 

Deleted PatientsPatients who have been deleted from the system are visible in this screen and can be restored, if necessary.

 

Hospitalization LogsPatients who have been transferred to the hospital by completing a Transfer OASIS are visible in this screen for tracking purposes.

 

 

Schedule


The Schedule menu allows access to the following actions based on permissions granted to the user. NOTE: See Intake/Scheduling manual for further details.

My Schedule / TasksView the schedule/tasks in a list view.

Notes Pending Co-SignatureNotes that require a co-signature will be listed in this section until signed by the responsible co-signer.

Schedule CenterReview a patient’s schedule as well as completed visits and miscellaneous episode information.

Reassign ScheduleReassign an employee’s schedule to another employee for a specified date range.

Schedule ReportGenerate a schedule report by Status, Discipline, Clinician or Patient.

Schedule Deviation ReportThis report will display visits that were completed outside of the originally scheduled date.

 

 

AxxessCARE


The AxxessCARE menu allows access to the following actions based on permissions granted to the user.

 

AxxessCARE SchedulerPost multiple visits to AxxessCARE that require coverage.

 

Posted Visits SummaryReview the visits that have been posted to AxxessCARE along with their current visit status and assigned clinician.

NOTE: Only specific state agencies will have the option to “Post to AxxessCARE.” Other states are coming soon.

 

 

Billing


The Billing menu allows access to the following actions based on permissions granted to the user. NOTE: See Billing manual for further details.

 

Medicare / Medicare HMOThis menu provides the options to create claims, view claims history and review eligibility for Medicare / Medicare HMO clients.

Managed Care / Other InsurancesThis menu provides the options to create claims and review claims history for Managed Care / Other Insurances.

All ClaimsCentral location to review claims regardless of insurance or bill type.

Claim Submission HistoryReview submitted claims and the associated responses by Batch ID.

Remittance AdviceReview notices of remittance and electronic fund transfers.

 

 

Admin


The Admin menu allows access to the following actions based on permissions granted to the user.

 

NOTE: See Administrator Training Manual for further details.

 

NewAdd new items into the system, such as a Referral, Facility, Pharmacy, Insurance / Payor, etc.

ListsView items in the system, such as a list of Referrals, Patients, Physicians, Insurances/Payors, etc.

Deleted UsersUsers who have been deleted from the system will appear in this screen for historical purposes. These users may also be restored from within this screen.

Payroll SummaryReview unpaid visits and mark them as paid appropriately.

Non-Visit Activity ManagerCentral entry point for non-visit activity as well as the ability to mark as paid.

License ManagerCentral location to review all licenses entered into the system as well as the ability to “Add Non-User License” to the system.

Custom Note ManagerCustom notes created from a system generated note are visible from within this screen and allow the ability to rename a note.

Manage Company InformationCompany-wide settings and information are managed from this screen. NOTE: An administrator/DON (permission based) signature is required to access this screen.

 

 

Reports


The Reports menu allows access to the following actions based on permissions granted to the user.

 

Report CenterProvides access to reports available within the system.

Completed ReportsSome reports will be queued until compiled. Once the data has been compiled, the report will be available from this section.

 

 

Help


The Help menu allows access to the following actions based on permissions granted to the user.

 

Support Ticketing CenterDirect link to submit a support ticket for a current issue.

 

Resolution CenterDirect link to the Help Center showing the recent software updates.

 

Support & TrainingAllows access to the Help Center, training webinars and the Axxess Community.

 

Recent Software UpdatesTo see recent software updates, please use the Resolution Center listed above in the menu.

 

ICD-10Reference material for ICD-10 including a lookup and a ICD-9 to ICD-10 crosswalk are available from this menu.

 

SocialConnect with Axxess on social media using the quick links provided in this menu.

 

 

Reset Signature


Home/My Account/Reset Signature

 

A new window will display, as seen below. Select “Reset Signature” and a link will be sent to the email address associated with the account. Review the system generated email that was sent to the user’s email address for a personalized link to reset the signature. Upon selecting the link, a screen will appear in the web browser prompting the user to verify the information and to enter a new signature.

 

After inputting a new signature, select “Change Signature” and a prompt will display to confirm the change was successful. Close the internet browser window and log back in to Axxess to use the newly updated signature.

 

 

Reset Login Password


To reset the Axxess login password, follow one of the methods listed below.

 

Current Login Password is Unknown

Navigate to the login page and select “Forgot your Password?” Continue to follow the prompts to enter the email address used to log in to Axxess and select “Send.” This will send a password reset link to the user’s email address.

 

Current Login Password is Known

Home/My Account/Edit Profile. On this screen, input the current password and new password desired in the boxes provided. Select “Save” to confirm the change.

 

 

Help Center


Help/Support & Training/Help Center

 

A great resource that is available 24/7 is our Help Center. It is a place to get answers to frequently asked questions or watch videos of all Axxess products. It can be accessed by going to:

 

It is also available at https://www.axxess.com/help/

Index