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HomeCare Overview

 

Login to Axxess


Navigate to www.axxess.com. Select "Client Login"

 

User inputs credentials nd selects "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 client charts, document a visit or bill for a particular client, 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.

 

~ Alert Center

Various administrative alerts are generated in this screen for an agency to act on.

 

~ My Account

User can quickly edit their profile or reset their signature.

 

~ Quality Assurance (QA) Center

View tasks that are pending approval by the QA Nurse.

 

~ My Schedule/Tasks

View the schedule/tasks in a list view.

 

~ My Dashboard

Opens the HomeCare dashboard.

 

~ My Messages

Opens the Message Center to view/send messages.

 

~ Clinician Planner

Access the previously seen clinician planner dashboard.

 

 

Create


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

 

~ Client

Allows a user to create either a Medical or Non-Medical Client.

 

~ Referral

Create either a Medical or Non-Medical Referral.

 

~ Care Period

Opens a new window that allows a user to create a care period for a client.

 

~ Message

Opens a blank message to compose to another user in the system.

 

~ Communication Note

Creates a new communication note for a specific client/care period.

 

~ Authorization

Creates a new authorization detail for a specific client.

 

~ Order

Creates a new order for a specific client.

 

~ Facility

Creates a new facility within the HomeCare system for selection.

 

~ Payment Source

Creates a new payment source within the HomeCare system.

 

~ Physician

Creates a new physician within the HomeCare system.

 

~ Contact

Creates a new contact within the HomeCare system.

 

~ Incident/Accident Log

Creates a new incident/accident log specific to a client.

 

~ Infection Log

Creates an infection log record for a specific client.

 

~ Physician Face to Face Encounter

Creates the face to face encounter documentation for a specific client/care period.

 

~ Pharmacy

Creates a new pharmacy within the HomeCare system.

 

 

View


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

 

~ Orders Management

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

 

~ OASIS Management

Location to review OASIS ready for export, OASIS previously exported and OASIS that have not been exported.

 

~ Lists

View items in the system, such as a list of Referrals, Clients, Physicians, Payment Sources, etc.

 

~ Print Queue

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

 

~ Blank Forms

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

 

 

 

Clients


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

 

~ Client Center

View client charts within the system, including active, pending, discharged and non-admitted clients.

 

~ Referrals

View a list of pending referrals and begin the admission process.

 

~ Pending Admissions

View and add new clients for admission into the system.

 

~ Non-Admissions

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

 

~ Hospitalization Logs

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

 

~ Deleted Clients

Clients that have been deleted from the system are visible in this screen and are able to be restored, if necessary.

 

 

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/Tasks

View the schedule/tasks in a list view.

 

~ Schedule Center

Client-specific schedule is accessible from this screen which also allows a user the ability to add additional visits to the schedule.

 

~ Unassigned Shifts

Central location to identify upcoming shifts that have not been assigned to a worker.

 

~ Agency Schedule

Overview of all visits occurring throughout the agency for a given date.

 

 

~ Copy Week

Allows a user the ability to copy a scheduled week of visits for a client.

 

~ Pending Co-Signature

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

 

 

Billing


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

 

NOTE: See Billing manual for further details.

 

~ Invoice

Allows a user to create invoices, review outstanding invoices and invoice history for clients on private pay.

 

~ Managed Care/Other Insurances

This menu provides a user access to create claims for managed care/other insurances as well as review outstanding claims, claims history and claim submission history.

 

 

Employees


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

 

 

~ Employee Center

Employee records and access permissions are managed from this screen.

 

~ Payroll

Reports for payroll purposes can be run from this screen.

 

~ License Manager

Administration of employee licenses is handled from this screen, allowing quick identification of an expiring license.

 

 

Admin


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

 

NOTE: See Admin manual for further details.

 

~ New

Add new items into the system, such as a Referral, Facility, Pharmacy, Payment Source, etc.

 

~ Lists

View items in the system, such as a list of Referrals, Clients, Physicians, Payment Sources, etc.

 

~ Manage Company Information

Company-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 Center

Provides access to reports available within the system.

 

~ Completed Reports

Some 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 Center

Direct link to submit a support ticket for a current issue.

 

 

~ Support & Training

Allows access to the help center, training webinars and the community.

 

 

~ Recent Software Updates

Identifies recent updates made to the software, including bug fixes and new features.

 

~ ICD-10

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

 

~ Social

Connect 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 users email address for a personalized link to reset the signature. Upon selecting the link, a screen will appear in the web browser prompting to verify the information and to enter a new signature.

After inputting a new signature, select "Change Signature" and a prompt will display confirming 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 login 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.

Index