Generations Homecare System Release Notes

August 2015 Release (8/12/2015)

ICD10 Code Set Support

This update includes support for ICD10 functionality which may be required when billing certain payers after October 1st 2015. To prepare for the ICD10 deadline you will need to edit each clients CMS1500 page and enter the ICD10 codes in the respective fields. Both ICD9 and ICD10 must be maintained during the transition because any billing for service prior to Oct 1 2015 must use ICD9 while billing on or after October 1 2015 will need to use ICD10.

For customers using the 485 we recommend you start using the ICD10 code set on or after October 1st. If you have a care plan that begins prior to Oct 1 and ends on or after Oct 1 we recommend you start using ICD10 for the next care plan or end the current care plan on Sept 30 and create a new one on Oct 1st, depending on your specific requirements.

Mobile Site Updates

Caregiver app now includes Wellness category enabling them to answer Wellness questions anytime during the visit.
Monthly schedule view now shows days in Red and Bold.
Client app directs caregiver to current day schedule upon login if schedule exists for that day.
Client app displays caregiver picture next to schedule.
Client app displays login/logout date/time.
Client app displays wellness category (dependent on Company Settings permission in Web Portal).
Other fixes and performance optimizations.

Additional Items

317583 Inquires and Assessment report options to group by sales rep, case manager, and referral source. Displayed on the dashboard and options when running the report.
Dozens of cumulative fixes and performance improvements including optimizations to edit schedule range.

June 2015 Release (6/25/2015)

Release Highlights

ACA Tracking and Reporting

This update includes several new features to help your agency track reporting and insurance requirements under ACA requirements:

ACA Full Time Equivalent Report. This report has been re-labeled to appear with the other ACA reports. Agencies use this report to determine if they are considered a large employer and need to comply with ACA requirements.
ACA New Hire Measurement Report. This report is used for new hires to determine if new hires are full time based on the Initial Measurement period defined by your agency.
ACA Measurement Report. This report is used for all employees to determine if they meet full time status during your agencies defined Measurement period.
Caregiver Personal Data - New fields
- ACA Start Date - Typically this is the first scheduled date however it could be different if your employee qualifies as a new hire under ACA based on the parity or 26 week rule.
- ACA Status Dropdown - Customizable dropdown list to track ACA status of caregivers.
- Insured - Checkbox to indicate if the caregiver is currently insured.

Page Specific Help

Links throughout Generations can be accessed using the help icon (?) at the top right. This is a great way to learn new features, brush up on functionality your agency is not using, and get new staff quickly up to speed.

Sales Rep Tracking and Reporting

Assign Sales Reps to your clients and track profitability by sales rep. Additional details include:

Sales Rep Master List (Clients | Master Lists).
Sales Rep field on Client Personal Data Tab.
Sales Rep by Client Report.
Gross Profit report option to group by Sales Rep.
Referral sources report option to group by Sales Rep

Edit Range Ability to Change Client shifts for All Caregivers

The ability to make a change to a clients schedule and have it apply to all caregivers is now available using Edit Range. The new default value in the Existing Caregiver dropdown is "All Caregivers". Simply leave this setting to have the change apply to all caregivers working for the client.

Create Timesheets Changes

New report buttons on Create Timesheets to assist in determining the status of your timesheets.
- Timesheets Missing Schedules.
- Schedules Missing Timesheets.
Create Timesheet process change when Timesheets are marked as billed or paid but not both.
- If the Timesheet is only marked paid and there is an update to the related schedules service, the Timesheet service will be updated.
- If the Timesheet is only marked billed and there is an update to the related schedules payroll item or caregiver, the Timesheet caregiver and payroll item will be updated.

Schedule Updates from Wellness and Tasks Pages

Update future schedules button added to both the Wellness and Task pages within the Client profile. Enables you to update all existing (future) schedules when making additions or changes to the clients tasks list or wellness questions.

Additional Items

297384: Rolling time frame option for client and caregiver schedule access. For example, you can select to make available schedules X days in the past and X days in the future.
302385: Edit Timesheet Page Optimizations and Performance.
316600: Visit Count Report - added filters for Client Type and Status.
312350: Service Order Ending Summary Report - new report useful when working with a large number of service orders. Includes fields for Client, Payor, Service, Start date, End date, and Authorization #.
278179: Unconfirmed Shift Report - added option to group the report by caregivers.
301192: Client Birthday Report - fixed address formatting issue.
316580: Dashboard Referral Activities - added due date to the report.
315069: Report Writer Call Center Report - added opened date to the list of available fields.
296937: Timesheets Missing Schedules Report - new report to identify any Timesheets without associated schedules. Available on the report menu and from Create Timesheets.

299736: Paychex Core Export - added the capability to select multiple other expenses.
307041: Added filters and search to applicant and service inquiry pages.
307947: Added additional filters to Wellness report.
308713: Added distance, latitude, and longitude to telephony schedules.
311898: Added Michigan Medicaid Waiver interface under the Interfaces menu.
312151: Optimized caregiver badge report.
312335: Added print option to mass email detail page.
315136: Option to include accounting ID on billing reports.
315745: Report writer updated for compatibility with all major browsers.
316672: Fix for missing scrollbar on Caregiver Search when using full site on IOS device.
Other : Various fixes and minor performance enhancements reported.

April 2015 Release

Release Highlights
- Caregiver Search productivity features.
  - Schedule directly from the search results using the schedule link.
  - Specify Availability % when searching if you need to staff the case with more than one caregiver.
- Telephony message and alert customization for caregivers
  - Customize the message and time the alert is sent to your caregivers. For example, you can have your caregivers alerted before the office receives an alert.
- Call Center advanced filtering and security group
  - You can now split out the call center security so users do not need to have access to scheduling areas. More filtering and searching options have also been added making it easier to find and manage your data.
- Travel Time page which helps agencies create travel schedules for caregivers who visit multiple clients in the same day.
  - Found under the Schedule menu.
  - Must be configured in Company Settings before using (Other Options tab).
  - Designed for agencies who want to comply with DOL travel time rules which state that the employee must be paid for time to travel to more that one worksite during the workday. For employees who may go home or elsewhere between shifts, only the time it would take from client A to B is payable. Please visit the following site and review items 41-Q and 42-Q. http://www.dol.gov/WHD/homecare/faq.htm#s1
  - If your agency is going to use the Create Travel Time functionality, please review the help system in detail so you can utilize the best practices described therein.

Release Details
- Telephony
  - 290992 Ability to specify different missed visit alert setting for caregivers.
  - 301693 Customize alert message sent to caregivers.
  - 301448 Fixed Auto-match on caller ID option so it disregards special characters in the phone field.
  - 301658 Better message in log when alert disabled due to continuous shift.
- Scheduling
  - 279669 Weekly Schedules: Option to include clients/caregivers without scheduled visits in the list.
  - 300042 Travel Time: Ability to create travel time shifts.
- Reporting
  - 301451 Letter Writer: Allow for filter by location, class, and status.
  - 300060 Plan of Care Ending report: Fixed issue where report header could display jumbled text.
  - 312981 Service Order Authorization report not respecting client type filter.
- Call Center
  - 278641 New Security Group: Added new security group for Call Center so access can be given without also giving access to scheduling. By default all existing users having access to the scheduling group will have access to the new Call Center group.
  - 250329 Usability change to allow lookup by partial typing name.
  - 274126 Added filters for Date Range, Caller Type, Caller, and Status.
  - 309945 Fixed issue where using phone icon may not attach secondary callers.
  - 306872 Call Center Report: Long caller name overlays text.
- Online Application
  - 310042 Online Application: Option in Company Settings to remove emergency contact and relationship to applicant.
- Other
  - 294301 Service Code Master List usability change.
  - 295916 Audit Client Access: Added delete activity.
  - 277424 Option to prevent caregivers from changing visit note date & time (Company Settings | Web Portal | Disable date/time edits).

December 2014 Release

Site Optimizations
- Several changes were put in place over the last week including the addition of new servers to optimize site performance. These changes will keep the site running optimally even during times where it is highly utilized.
Caregiver Search Beta
- The new Caregiver Search enables scheduling directly from the search results. You can view the caregivers current schedule, upcoming absences, and search for caregivers that are partially available. This makes it easy to staff complex cases that require multiple caregivers with a specific skill set. The new caregiver search can be access under the Caregiver Search icon or menu as Caregiver Search Beta. Let us know what you think!
Mobile App Updates
- 294474 Added telephony calls menu.
- 294474 View telephony calls on schedules.
- 295990 Show company name and referral name in referral source dropdown.
- 297953 Continuous shift support so caregiver only needs to login when arriving and logout when departing when multiple back-to-back shifts are scheduled with the same caregiver & client. Typically shifts are scheduled this way when multiple payers, billing rates, or pay rates are required.
Generations Online
- 301255 Confirmed Shift Report by Caregiver option. This was put in place so agencies can identify caregivers that work at more than one client per day, for the purpose of paying travel time
- 299160 Added frequency/notes column to tasks tab on scheduling pages. This is helpful if the client requires different tasks on individual shifts by day or time. Schedulers are able to assign the correct tasks based on the notes/frequency comments.
- 297920 Change behavior of not allowing call center records to be edited so it only applies when the call center record is closed.
- 294339 Changed format on call center due now and 30 days for better readability and consumes less pages.
- 299329 Change formatting for plan of care task report for better readability and consumes less pages.
- 297396 Added additional filters to grid for class and payroll item.
- 302222 Call center optimization.
- 294281 Repeat agency logo at top of every client schedule on Weekly Schedules report.
- 295148 State of WA billing export added under the Interfaces :Billing Export menu.
- 295240 State of IL Dept. of Aging billing export added under Interfaces: Billing Export menu.
- 297238 Telephony alert option extended from current max of 15 minutes to new max of 45 minutes.
- 294818 Filter by service added to case manager by load report.
- 293665 Added ability to sort the columns in edit timesheet mass update.
- 297817 Fix for application character limit that could occur when long length of disclaimer text used.
- 305920 Fixed issue where certain training videos would not play.
- 293746 Fixed issue when call center note was updated the notification would not include the update to the note.
- 297147 Change to client roster criteria so it pulls client start date between date range selected.
- 296638 Fixed unable to email reports from chrome.
- 300091 Prevent alert icon from showing in telephony schedules when alert is disabled.
- 294302 Edit timesheet changes for easier entry on date, time, and drop-down lists.
- 302266 Added client/caregiver name to inactivation message.
- 299737 Fix issue adding new Plan of Care using Safari browser on iPad/iPhone when using full site.

December 2014 Release Highlights

Wellness Questions and Alerts
- Wellness is a major enhancement designed to give your agency the tools needed to monitor the general well-being of a client. Wellness questions are designed to work with Generations Telephony and the Generations Mobile apps. Questions are completely customizable and are a great selling tool for the services your agency provides. You can use Wellness to help prevent hospital re-admissions and market this to your potential clients and accountable care organizations.
- For additional information as well as an informative video on how Wellness works see the Wellness Help topic with video.
Client Record Audit Trail
Improved Controls for timesheets and schedules
Generations Academy Training Videos
- 117 new short videos for all areas in Generations accessible from the help topic or from the training video page.

Other Release Notes

Prior release notes are now archived. If you have any questions contact support.