Feb 27th, 2019
Password field assigned to client/caregivers can now be
reset using the reset password button. Passwords already
assigned can only be reset and not viewed by office users.
ADP Payroll export updates
Base rate option for overtime
Other expense option to use dollars instead of units
Completed Schedules and Tasks Report - option to include
HHAX interface fix for handling SSNs having leading zeroes
Mobile App - view schedules for office staff now display the
schedule details under the date with option to view the
Other minor bug fixes and improvements
Many of the people icons have been updated both in the main site
and mobile app.
QB Desktop Interface Update
We have a new version of the QuickBooks interface available and
will be rolling it out in the upcoming weeks. Look for a
notification in the Generations user alert section for details.
Feb 12th, 2019
Completed Schedules and Tasks report now only displays a
signature line only if the specific signature is enabled on
Copy Schedules for entire week updated so you can specify
every X weeks
Caregivers can now view service short description if your
agency enables this in Company Settings | Web Portal
Payroll Export - ability to break out OT and HOL rate/hours
into their own columns (Payroll Export Config)
ACA Measurement Report - ability to exclude caregivers that
didn't work from appearing on the report and added performance
Missed visit alert app notifications no longer sends alerts
for continuous shifts that are in progress
Report Writer - updated reporting control for usability and
Message Center - change to show only active users by default
with the option to show inactive users
Calendar Report - option to include payor when grouped by
Control to prevent signed shifts from being changed to
Available when entering Absences
Improved Reset Password Page / Process
Mobile App calendar view now displays and enables editing of
schedule details directly from the calendar page
Misc performance and stability improvements
Voice Signature - increased time client has to record a
voice signature from 15 to 45 seconds
HHAX Interface (Applies to customers located in PA and FL)
Removed leading zeroes from caregiver SSNs as leading zero's
cause import issues with HHAX on the caregiver ID field
Removed invoice line item ID (per HHAX request) from HHAX
Added a control to prevent edits to schedules from being
sent to HHAX after that schedule has been billed
Added the file name the data was sent within the HHAX Log
Jan 30th 2019
Mobile App Alert Notifications
Generations mobile app now handles missed visit alert
notifications for caregivers and office staff. We recommend you
use the mobile app to manage alerts as it is more reliable than
text messaging due to the fact that text carriers may block or
delay the delivery of text messages.
Caregivers and office users will receive an app notification for
missed visits (office user notification shown). Make sure you have
notifications enabled for the Generations App on your mobile
Missed Visit Management Via App
Missed Visit Details App Page
Jan 24th 2019
Ability to copy schedules forward a week at a time.
Add Filter of Location and Class to Mass Update | Schedules
- Payroll Items.
Added Exclusions/Preferences column to Client Visit History.
Real-time messaging notifications for caregiver & office
communication using the message center.
Bug fixes and performance optimizations.
Interface (Applies to customers located in PA and FL)
Update file name / Agency Tax ID to use Admin Option TIN
instead of Admin Options provider number.
24 Hour Shift Issue Billing fix.
Added filters for client and payor.
Adjust column widths.
Past records in Log are updated from Error to Success when
the record is subsequently sent through successfully.
Older Release Notes