App notification provide a secure method to message your caregivers. You can select to send an App Notification from any of the pages that you currently send text messages from. Just check the Send App Notification checkbox at the bottom of the page. If a caregiver has notifications enabled for the app they will be notified via the devices notification settings. If notifications for the app are not enabled then the caregiver can view the notification when the login to either the app or the portal.
Generations now support Spanish language for the client and caregiver Apps. Language of English or Spanish can be selected in the App under the Preferences menu. Please note the Spanish option is only available in the App.
Ability to add new payroll item and rate to your caregiver while scheduling.
Caregiver Search improvements including ability to add service on search scheduling page, ordering proximity closest by default, and added zip code to column chooser.
Added filter for payor to scheduling pages (calendar | weekly | grid).
Optimized the Select Date function on scheduling pages (calendar | weekly | grid).
Copy Schedules option to not copy the note associated with the schedule.
UB04 option to summarize daily by service.
UB04 support for physician names line 76.
UB04 bring in 9 digit zip codes.
Create Timesheets new history tab.
New! Scheduled vs. Confirmed Times Report.
This report will enable your agency to view the scheduled vs. confirmed times and variances grouped and filtered by client or caregiver. Please note data will only be available on this report starting with schedules confirmed after the release.
Wellness Report - added Case Manager filter.
Caregiver Availability Report - added filters for zip code, county, and city.
Report Writer - fixed issue where saved reports may not load.
Caregiver Visit Count Report - fixed issue causing blank pages to print between data pages.
Completed Task Report - added Status filter.
Report Writer : Client Notes - added all payors.
Client Statistics Report - diagnosis information to only show those diagnosis from clients that received services during the period the report is run.
Interruptions of Service report - improved formatting.
Added specific fields for first and last name. These are utilized on the UB04 line 76 but are also available in column chooser and report writer.
Auto Generate Caregiver Number option in Company Settings | Other Options tab. This can be used for agencies that use a caregiver number instead of SSN/SIN.
Fixed security setting requiring timesheet access to adjust other expenses on the schedules.
Fixed Caller Type dropdown greyed out on iPad.
Removed Travel Time client from report writer client lists.
Added Application Date to column chooser on caregiver and applicant lists.
Fixed auto refresh on Telephony Schedules with Chrome.
(1) Categories filter moved to the top of the page.
(2) Report format moved to the top of the page. Default format is PDF.
(3) Search Reports enables you to find any report matching your search term.
(4) Favorite reports are great for consolidating your most frequently run reports.
Faster grid - use Grid New from Scheduling menu.
New dashboard design.
Updated note icons on calendar (add client note - icon list).
New navigation controls for paging forward and back throughout the application.
Placed option to copy text message to caregivers email on all send text pages.
Billing export now includes both client and caregiver SSNs.
Note icons shown on calendar have been updated.
Fix for caregiver search mapping results applying only to current page.
Other minor UI changes, fixes and improvements.
Mobile app places required tasks at top
There are many new features in this release. Please click on the image below to review a video of the release highlights.
Generations now produces the UB04 billing form. For additional details on how to set up the UB04 please watch the video or review the help topic.
The home page has been updated and now scales to the size of the device you are using. A few of the infrequently used list items were removed from the page (ex. client type). These items can be found under the client or caregiver menus. Other additional details include the following:
Alerts notification at the
top. Alerts are used by IDS to communicate any
important events or notices to your agency. 
Notifications replaces the
Notification Center. To view notification details
click on the menu.
Active users shows how
many current office users are in the database.
Company Settings is
now accessed from the menu bar using the gear icon.
Help is accessed from the
menu bar using the question mark icon.
Mass update is accessed
from menu bar using the arrow icon. 
Minimum Shift Duration enables the agency to specify the minimum duration of the shift.
Assisted GPS can be enabled per client and can be used in locations where GPS signals are difficult to obtain.
Telephony schedule data now includes a tab that displays visit notes left by caregivers.
Proximity enables you to search for caregivers within a range of miles (or km). Please note the proximity used is point-to-point and will typically be slightly less than actual driving directions.
Schedules Other Expense tab enables you to add other expenses directly to the schedule. Any mileage entered from Generations Telephony will automatically appear in this tab.
Show payroll item checkbox added to calendar and weekly schedule views.
Plan of Care report now includes telephony ID.
Plan of care printing options include selecting larger font sizes and hiding options that are not selected.
Report Writer | Schedules report source now includes payor.
Report Writer | Caregiver reports include Opt Out field which help see if caregivers opted out of emails.
Report Writer | new Timesheet report source.
Report writer can now work with more than 8 columns of data.
Weekly Schedules report options to Include total hours and show clients/caregivers without schedules.
Referrals by Date report now includes the assessment date.
Scheduled service ending report includes case manager filter.
Projected billing report now accounts for shifts split at midnight.
Added Service to Completed Tasks by Date.
New Telephony Mileage Report.
Letter writer option to include company logo, name, or both.
Completed task report includes filter for case manager.
Other Expense report has option to pull other expenses from schedules to timesheets.
Auto format cellular carriers in text message fields.
Caregiver portal includes telephony ID next to client name.
Client & caregiver lists include calendar icons for easy access to calendar.
Personal data tab field added for date of application.
Client type filter added to calendar.
Caregiver badge form redesign and new badge format.
Improved scheduling grid performance.
New field for tracking application date.
Auto geolocation of data for GPS visit verification and caregiver search.
Assisted GPS option per client for those clients in locations difficult to obtain GPS.
Ability to attach files on care plan tab.
Payroll export now includes
client city.
Service Order tab view includes authorization number.
Service authorizations now have a validation for Max and Min number of visits.
There are many new features in this release. Please click on the image below to review a video of the release highlights.
Read on for additional details on what's in this release.
Calendar and weekly scheduling pages have checkboxes to show/hide payor and service. Default behavior for these can be set in Company Settings.
Mouse-over name on schedule now shows service and pay details in addition to phone numbers.
New Client QA tab (see QA section below for details on this new feature).
Service order dropdown list will show status and authorization number.
View full service order details using the magnifying button next to service order dropdown.
Mileage and Client QA can be enabled or disabled per schedule.
Audit trail now displays each and every change historically made to a schedule.
Scheduling conflict notices appear regardless of the tab you are on.
If your client requires a service order when scheduling, check the require box on your client's service order page.
Service orders have been made easier to use with a lot of new functionality.
Status - track active and inactive. Also displays on the service order dropdown when scheduling.
Patient Number field for overriding CMS1500 box 1a
Total approved visits.
Flexible days. If not flexible then a validation will occur when scheduling.
Auto calculate and manual override for service order totals.
Total approved visits.
Required minimum tracking.
New validation timespans for Every 14 days, 45 days, 60 days, 90 days, and calendar year.
Schedule new service orders with an existing caregiver or available shift (not shown).
When sending text messages from caregiver search the subject and alert text is automatically filled in based on the search parameters.
QA is a new feature in Generations that enables your agency to collect feedback from your clients after services are provided. QA is completed by an automated call to your clients or using our mobile app. You can view all the QA ratings done on the Home page for the last 24 hours and 7 days, or on the dashboard for the time period specified. Reports are available to group by client or caregiver.
Sample QA Report
240290: Added checkbox to include inactive clients and caregivers.
318287:Notes will now attach to referral sources entered as secondary callers.
Report writer - ability to select more than 8 columns.
Service Order Authorizations Report
Client filter for All, clients without service orders, or clients with service orders.
Improved report format with more details.
Service Order Prospective Schedules Report
Previously was three different reports: Service Orders Grouped by Client, Date, Service.
Report name and description change to more accurately describe the reports purpose.
Additional filters for Service order, multiple clients, and service.
Note the option to run this report for clients with or without service orders has been moved to the Service Order Authorizations report.
Confirmed Shift report additional filters group by client for services, client type, status. Group by caregiver additional filters for classification and payroll item.
Report writer - add total hours to Schedules report source.
Projected Billing report - added additional grouping options and ability to select all status including potential clients.
Reports now respect Canadian date formats.
Client Medication - added Status filter.
Scheduled OT report - now able to save to formats other than pdf.
Quality Assurance report
Added agency name to Case Manager Mailing Labels.
In-services report option to filter by status and page break by caregiver.
Client Roster report- include all statuses.
Completed Tasks report filter for schedules: All with tasks assigned, Schedules without any tasks completed, Schedules with required tasks not completed.
Billing Reports - option to include Authorization #.
Added audit info to all report writer reports.
Misc.
All menus now sort alpha.
Option to not list contacts on the Plan of Care. Next to each contact and initial contact (at Client Contacts tab), is a checkbox that determines whether or not they print.
Custom field defaults - automatically adds the selected custom fields when new clients or caregivers are created.
Reminders Defaults - automatically adds the selected reminder fields when new clients or caregivers are created.
Referral Source - assigning note from referral source page now sends notification. Also added Outlook button.
Travel time now excludes visits in the same day by the same caregiver with the same client.
GPS ability to enable mock locations in Company Settings | Telephony.
Reminders now have completed checkbox and completed date field.
Email disclaimer can be used on all emails sent through Generations. See Company Settings | Other options.
Performance improvements in various areas as well as minor fixes and consistency changes.
Online Application and Service Inquiry
Location/ class filters added.
Application and Service Inquiry form now adjust responsively to fit on mobile devices of different sizes.
