Axxess Training and Certification

Designed for home care office staff tasked with new patient inquiries or referrals, scheduling, employee management, authorizations and payroll. This course also contains annual compliance training. There are no prerequisites.

Program Content:
10 courses - 30 videos - 2h 16m total length

Introduction to Home Care

• Introduction to Axxess Training and Certification
• Axxess Home Care Overview

• Axxess Planner for Office Staff
• My Account 
• Secure Messaging

• New Inquiry 
• Referral Entry 
• Client Admission 
• Client Contacts 
• Client Center 
• Family Portal

• Schedule Center Menu
• Schedule Center Matching 
• Scheduling Action Icons and Quick Details

• Schedule Conflict Filtering
• Unassigned Shifts 
• Organization Schedule
• Copy Week

• Creating an Employee Part 1
• Creating an Employee Part 2 
• Licenses and Compliance

• Employee Availability
• Employee Infectious Disease Profile

• Adding Payers and Insurance
• Managing Authorizations
• Adding Pay Rates

• Processing Payroll
• Report Center

Designed for home health office staff, this course covers annual compliance training and regulatory basics. Additional topics covered include scheduling, intake, orders management and the patient chart. There are no prerequisites.

• Axxess Home Health Overview 
• Axxess Planner for Office Staff 
• My Account 
• PDGM Basics 

• Scheduling 
• Schedule Unassigned Visits 
• Reassign Schedule

• Intake Part 1 
• Intake Part 2 
• Intake Part 3 

• Unscheduled Visits Report 
• Schedule Report 
• Schedule Deviation Report 
• Scheduling Reports 

• Orders Management 
• Physician Portal 
• OASIS Export Management 

• Non Visit Activity Setup 
• Adding Facilities, Pharmacies, Physicians and Supplies
• Adding a New User 
• Adding a Payer Part 1 
• Adding a Payer Part 2 

• Patient Charts for Office Staff 
• Patient Tags 
• Hospitalization Logs
• Co-Signature Process 

This course covers admission benefit periods, interdisciplinary group (IDG), patient chart for non-clinical documentation, establishing new patients and managing Axxess Hospice. There are no prerequisites.

CEUs: 6.75

Program Content:
6 courses - 26 videos - 1h 40m total length

General Hospice Information Part 1

• Introduction to Axxess Hospice  
• Admission Benefit Periods
• The Interdisciplinary Group 
• Volunteer Requirements

• Referral Management  
• Hospice Titles, Credentials and Roles 
• Hospice Contracting

• Navigating through Axxess Hospice 
• Secure Messaging 
• Patient Profile 
• Managing Authorizations 
• Document Types

• New Patients Part 1  
• New Patients Part 2  
• New Patients Part 3  
• Physician Portal  
• Family Portal 
• Company Setup

• Adding a User 
• Adding Templates 
• Adding Physicians and Pharmacies 
• Adding IDG Teams

Home Care What's New: Solution Updates – December 2025 is a 45-minute course comprising 7 modules that introduces essential Axxess Home Care feature updates designed to improve accuracy, compliance and efficiency. Learners will explore workflows such as marking paid tasks as pending approval, managing physician orders with send and received dates and streamlining documentation through multiple order processing. Learners will also explore advanced tools such as Change in Condition Addendum and Alerts, the Unbilled Accounts Receivable Roll Forward Report and loading previous assessment fields into care. By the end of the course, learners will be equipped to optimize payroll, billing, documentation and employee management processes.

Training related to the Quality Assurance Center in Axxess Home Care.    

Course Content: 
7 videos - 34m total length 

Home Care Operational Quality and Financial Tools 

• Introduction to Business Intelligence 
• Axxess BI Key Performance Metrics 
• Processing Payroll 
• Report Center 
• Introduction to Axxess Month End Reporting 
• Introduction to Axxess Month End Reporting 
• Billing Starts with Operations – Home Care RCM 
• QA Center 

Our goal at Axxess is to help you provide exceptional quality care in the home. In addition to working with your Axxess Implementation Specialist, you can enroll in our Home Care Implementation training course. The objective of this training is to provide you with the skills needed to become proficient users of the Axxess Home Care solution. Axxess will deliver role specific training sessions to help your organization accomplish; ease of use, efficient software navigation, and demonstrate agency compliance oversight.

• Family Portal 
• Physician Portal 
• Hospitalization Hold Process 
• Document Management: Documents Overview 
• Orders Management Part 1 
• Orders Management Part 2 
• Orders Co-signature 
• Emergency Preparedness Report 

• Introduction to Business Intelligence 
• Employee Compliance Report 
• License Manager 
• Employee Permissions 
• Personnel Notes 
• Pending Co-Signature 
• QA Center 
• Missed Visits 
• Axxess BI Key Performance Metrics 

Training designed to benefit those responsible for those with scheduling responsibilities in Axxess Home Care.    

Course Content: 
17 videos - 57m total length 

Home Care Scheduling 

• Axxess Home Care Overview 
• My Account 
• Client Center 
• Axxess Planner for Office Staff 
• Hospitalization Hold Process 
• Employee Availability 
• Schedule Center – Menu 
• Schedule Center – Matching 
• Scheduling Action Icons and Quick Details 
• Schedule Conflict Filtering 
• Unassigned Shifts 
• Organization Schedule 
• Copy Week 
• Licenses and Compliance 
• Personnel Notes 
• Client Chart Part 1 
• Client Chart Part 2 

• My Account
• Axxess Planner for Clinicians
• My Scheduled Tasks, NVA and Calendar
• Communication Notes
• Secure Messaging

• Patient Charts for Clinicians
• Insurance Authorization for Clinicians
• Plan of Care Summary
• Create New Physician Orders

• Medication Profile
• Vital Sign Chart
• Plan of Care Profile

• Incident Log
• Infection Log
• Infectious Disease Profile
• Patient and Family Portal