Homecare Homebase R2 Back Office Quick Reference Guide

Introduction to HCHB

Homecare Homebase R2 is a back office application designed to be user-friendly, flexible, and customizable to specific agency needs. It facilitates work prioritization, eliminating delays and guesswork. The Homecare Homebase suite of applications connects all individuals involved in a patient's care circle, improving communication and outcomes. R2 organizes workflow through various consoles, assigning tasks to the appropriate worker in the correct order.

Common Buttons & Icons

Log On Button

Represented by an icon depicting a door with an arrow pointing inward. Used to log into the system.

Logout Button

Represented by an icon depicting a door with an arrow pointing outward. Used to log out of the system.

Orb Button

A circular button, typically featuring the Homecare Homebase logo.

Quick Access Toolbar

A horizontal bar with a downward arrow, providing quick access to frequently used functions.

Clinical Manager Tab

The tab for managing clinical operations.

Workflow Console

Represented by a flowchart icon. Houses all assigned tasks for a user's responsible position. Found under all three Manager tabs.

Clinical Input Console

Represented by a plus sign within a circle. Contains the medical records for all clients.

Order Console

Represented by a clipboard with a checkmark. Compiles all physician orders for viewing and processing.

New Referral Console

Represented by a person icon with a plus sign. Used to add new clients into the system.

OASIS Console

Represented by a palm tree icon. Tracks the status of assessments sent to the state.

HIS Console

Represented by a house icon with a heart. Tracks the status of assessments sent to the state.

F2F Console

Represented by an icon of two people facing each other. Used to track and manage Face-to-Face (F2F) visits.

PCR Console

Represented by a document icon with a magnifying glass. The PCR Console.

Bereavement Tracking Console

Represented by a heart icon with a ribbon. Used to manage bereavement contacts and tasks.

IDG Console

Represented by an icon of three people in a circle. Used to manage Interdisciplinary Group (IDG) meetings and tasks.

Report Manager Console

Represented by a bar chart icon. Contains all reports and is found under all three Manager tabs.

Fax Console

Represented by a fax machine icon. Used to manage and send faxes. Found under all three Manager tabs and only available to agencies with auto-fax purchased.

Attachment Console

Represented by a paperclip icon. Houses all scanned paper documents. Found under all three Manager tabs.

Resource Manager Tab

The tab for managing resources, represented by a person icon with a gear.

Scheduling Console

Represented by a calendar icon. Used to manage client and worker calendars.

Worker Console

Represented by a person icon. Used to add and manage workers.

Non-Visit Activity Console

Represented by a clock icon. Used to document time not related to a client visit.

Volunteer Time Console

Represented by a person icon with a clock. Used to track all volunteer time.

Address Resolution Console

Represented by a map pin icon. Used to map and track issues with addresses.

Log On to HCHB

To log on to HCHB from an internet browser:

1. Navigate to http://login.hchb.com.
2. Enter a user name, then press the Tab key.
3. Enter a password, then click the Log On button.
4. After logging on, the applications available to the user will display. Click HCHB R2 to view the Home screen.

Log Off of HCHB

To log off from HCHB R2:

1. Click the X Close button. A message will ask for confirmation to exit HCHB. Click Yes.
2. Alternatively, click the Orb button, then click Logout.

Add a Console Shortcut to the Quick Access Toolbar

To add a console shortcut from HCHB R2:

1. Right-click the desired console.
2. Click "Add to Quick Access Toolbar". This action adds the console's icon to the Quick Access Toolbar, making it accessible regardless of the active tab.