December 19 2018

This is a minor update and last update scheduled for 2018. We wish all of you a joyful holiday season and happy new year.

City Minimum Wage Alert

• Minimum wage alerts are be established per city by populating the City Minimum Wage master list (under the Caregivers main menu).

• When scheduling, Generations will ensure the caregiver's rate of pay is equal to or greater than the specified rate for the city the client resides in.

Other

• Interface modifications for HHAX (state of PA and FL).

• Fixed formatting when sending reminders as a text message.

• Fix issue that could cause caregiver phone numbers not to display on the mobile app.

• Added client ID field to the payroll export.

• Added Select All button on client plan of care tasks tab.

• Fix issues where full drug name could get cut off on MARS report.

• Other minor fixes.

December 5 2018

State Medicaid Interfaces (Beta)

• Pennsylvania Medicaid Interface with HHAX.

• Florida Medicaid Interface with HHAX.

    To get started contact HHAX to setup an account and Generations support for additional instructions.

Other

• Mobile app Monthly Schedules view has been updated to display details within the calendar.

• EDI Interchange ID qualifier can be set independently for sender and receiver (payor master list).

• Dashboard - new filter for client type.

• History Tab - Print function added.

• Virginia Medicaid DMAS90 printable form.

• Payroll Export - can now customize the columns and order they are exported as well as select multiple classes and locations.

• Company Settings Time Format (Other Options) for decimal (10.5) or minutes (10:30). Applies to schedule and timesheet pages.

• Printed UB04 now will include modifiers if present in the service code list.

• Minor fixes and performance optimizations in several areas.

November 7 2018

• Care Plan - Ability to Edit Plan already in Use

• Not recommend you do this as it modifies existing care plans assigned but realize based on feedback it is sometimes necessary.

• Electronic Billing

• Interchange qualifier ID added to payor master list.

• Added validation if receiver name or ETIN is not entered on payor.

• Added admission hour to client UB04 and 837i.

• Message Center

• Ability to select/deselect all.

• Send to caregiver notes in CG Search is now available with secure messaging enabled.

• Continuous Shift fixes

• Updating time fix when logout is made before the final shift in series starts.

• Calendar not displaying lines to indicate a continuous shift in some instances.

• Shift count fix in the app when multiple 24-hour continuous shifts are entered.

• Voice signature using telephony now applies to all shifts in the series.

• Fixed issue where some videos would not load.

• Telephony Minimum Shift Duration setting can be extended up to 120 minutes.

• Improvements for using full site on mobile devices.

• Timesheet Detail Report - Added Totals for Reg, OT, Holiday.

• Caregiver Search - ability to export results to Excel.

• QA Notifications now will send after logout regardless if the shift is confirmed or not.

• Timesheet page now displays time in HH:MM instead of decimals which is consistent with the display on scheduling grid.

• Added better filtering to email log.

• New option (Company Settings | Web Portal)  to hide categories and questions not selected on the Care Plan when caregiver view it using the app.

• Telephony message sorting changed from oldest to newest.

• Delete Range now has the option to specify status.

• Other minor fixes and optimizations.

October 10 2018

Minor updates including

• Fix for CMS1500 summarizing.

• Additional 2 modifiers added to CMS1500.

• Option to include modifiers when billing on electronic billing 837i format. Option is set on the service order.

• Repeat header and add nurse signature line on MARS report.

• Remove inactive payroll items from drop-down list when scheduling.

• Applicants now open in new tab.

• Added alert symbol and red text to client/caregiver alerts so they stand out more.

• Message Center update so email/text notifications are off by default.

• Message Center fix where caregivers not in thread could receive an email notification.

• 837P fix to correctly identify version of ICD10 codes.

• Timesheet Detail Report - new group by class option.

• Other optimizations and minor fixes.

September 26 2018

Message Center for Secure Caregiver Messaging

The Message Center enables your office to communicate securely with your caregivers and manage all communication from a central location in Generations. Caregivers read and respond to messages through the mobile app while the office can manage communication through both the main Generations site and mobile app.

Message Center Highlights

• Message threads can be established with multiple caregivers (ex. Avail Shift Notification) or with a single caregiver. When communicating with multiple caregivers, each caregiver will only be able to view messages directed to them. Only the office has access to the entire thread of messages.

• The Message Center is designed to replace email and text messaging.

• Messages are sent/received in real-time so it can also be used for live chat sessions with your caregivers.

• Messages are more secure than email or texting because they never leave Generations! This helps your agency stay in compliance with patient privacy laws and regulations. 

• Caregivers can initiate secure messages to the office using the message center via the app.

Prior to implementing secure messaging, you should:

• Ensure caregivers can login to the mobile app

• Communicate to your caregivers that all messaging involving patient data needs to be done through the app messaging

• Enabled Message Center for secure caregiver communication in Company Settings

For additional details view the Message Center Overview help topic for office users and the caregiver help topic.

Screenshot of Sample Message Thread

New 837P Electronic Billing Format

Generations now has the capability to create the 837P billing format which will eventually be completely replacing the print image format. To bill using the 837p from Generations, you will need to populate the CMS1500 data for each client and enter the EDI information for the payor you are billing.

Please check the help system for details and test with your clearinghouse.

UB04 & 837I (Electronic billing format)

• Support for value codes which are required for some payors, notably BCBS.

• Support for 4 additional diagnosis

• Field 64 Document Control #Other Insurance Additional Fields

• Other Ins Name, Rel, ID, group name, and group #

• Note the 837i requires other insurance information to be completed if Other Insured Name is populated.

• Validation messages for name format fields to help ensure successful submission.

• Claims filing indicator on payor master list. This may need to be adjusted depending on your payor. MC is used for medicaid and BL is used for Blue Cross/Blue Shield. There are other options as well. Check with your payor on what to use here as this is sent in the 837i file.

Visit Notes - option to make required

You can now require a visit note to be entered prior to logout using the app. Visit note requirement can be set in Company Settings on the Web Portal Tab.

Service Order Copy Function

Service orders can be easily copied using the Copy Service Order button.

Other Features / Fixes

• Security Setting - Enforce Password History

  Enabled by default as best practice. When enabled users will not be able to re-use the last 12 passwords

• City is now included in available shifts that caregivers can view through the mobile app.

• ICD10 Code lists updated for version 2019 effective October 1, 2018

• Client and caregiver lists now support drag/drop for arranging column order

• Wound note drainage field has been updated to a text field

• Dashboard referral count could duplicate when referral activity entered through call center

• Rare issue that could cause timesheet creation to fail

• Special character in name of custom care plan could prevent care plan from being copied

• Checkbox issue on custom care plan (rare issue)

• Alignment fix for check boxes with long descriptions

• Fix of header skewing that could result due to logo size

• Issue opening client supervised visits due from dashboard

• Invalid page already open message that could happen after session expires

• Formatting adjustments to header on Invoices

• Invoice number skips when creating invoices in Generations using the rollup to job format.

• Mobile App now enables you to add referral and call center activities directly to your devices default calendar. You must be on version 2.5 of the app.

August 22 2018

• Fixes and performance improvements in scheduling area and telephony schedules loading.

July 31 2018

To increase the reliability of email reaching the end users we recommend you implement one of the suggestions here.

• Billing Export Custom Configuration. Billing export can be customized as the columns in the export using the Billing Export Config button. You can also select to Exclude Payroll items which will make the export run faster with larger data sets.

• Billing Report new option to group by location.

• Care note charting report formatting update to include a separator between categories.

• Letter writer - ability to filter referral sources to active.

• Added notify additional users option when adding a note on the referral source record.

• Additional minor fixes and performance optimizations.

July 11 2018

837I EDI billing export. The 837I is the EDI (electronic data interchange) version of the UB04 billing form. Many payors will now only accept the 837I and is a trend we see increasing. Note: The 837P (CMS1500) version will be available in a future release this summer.

For details on the 837I, please refer to the help article for additional details.

Other Items

• Calendar Report - option to include payor

• Cannot add Other Expenses from Telephony Schedules fix

• Cannot add note to telephony schedule page via iPad fix

• Misc fixes and performance optimizations

June 27 2018

Minor update. Generations will soon have the ability to submit claims using the 837. If your agency uses or plans to use one of the 837 claim formats please take a moment and complete our survey.

• Care and wound note validations to prevent saving/signing notes that are incomplete or blank.

• New roll-up clients to single invoice per payor when creating invoices from Generations.

• Option to display payor in caregiver app (Company Settings | Web Portal tab).

• QuickBooks Online interface fix for transferring vendor timesheets.

• Other fixes and performance optimizations.

June 13 2018

Generations Telephony - Voice Signature

Telephony can now capture voice signatures. Voice signature can be enabled on the Time/Task Signature tab in Company Settings. When enabled, your caregiver and client will be prompted to leave a signature when your caregiver is finishing the logout call, provided of course that signature is enabled on the schedule.

Voice signatures can be viewed/played using the Time/Task Signature tab (Telephony Schedules Edit).

Generations Telephony - Actual Times Setting for Signatures

Signature settings now include two options. Rounded Times or Actual Times. Prior to this release times were captured and signed based on agencies rounding rules. By leaving the setting to the Rounded Times option the software will continue to work the same way. Using the Actual Times option the times displayed and recorded for signatures will be the actual times down to the minute. The schedule start and end time will be rounded based on rounding rules.

Generations Telephony - Ability to edit scheduled times of signed shifts

You now have the option to edit start and end times after the schedule has been signed. Typically this is helpful if the time needs to be adjusted for payroll or billing purposes. The original signed time is kept separate and can never be changed unless signature is removed and schedule is re-signed.

There are a few important items to note.

• To enable this functionality an administrator needs to adjust the security settings in Company Setting | Security tab.  The  "Do not allow signed schedule times to be edited or deleted" needs to be unchecked.

• Changing the start or end time of a signed schedule requires an exception to be added for documentation. This exception can then be viewed on the Exceptions tab when editing a schedule.
  

• The original signed times can be viewed on the Time/Task Signature tab.
• The Completed Schedules and Task report will display both the original signed times and changed start and end time if altered. There is also an additional option to include Signature Exceptions when running the report.
  

Screenshot of adding exception when changing Start or End times of a signed schedule.

Care and Wound Note Changes

Wound notes

• The wound note stage list can now be customized using the Wound Note Stage master list.
  

• The existing Stage master list is still intact, but has been re-labeled as Condition.
  

Other

• Telephony Exceptions tab is now available when editing schedules from all areas instead of Telephony Schedules only.

• Completed Schedules and Task Report formatting modifications and option to include signature exceptions.
• Client Supervisory Visits Report - new option to include clients without visits.
• Attachment file size limit increased to 20 MB.
• Caregiver Reminders Report - apply filter options to emailed report (ex. Not Completed only).
• State of CT Santrax Interface - added additional filters for record ID and schedule date to log.
• Include warning when deleting a client that has TS created.
• Fixed blank warning message that could popup when deleting service order validation rules.
• Client Visit Count Summary - fixed issue that could cause report to show duplicates when run with over 500 clients.
• Plan of Care Ending report modified to include attachment type care plans.
  
• Care note text increased from 1,000 to 3,000 characters.
  

May 23 2018

New Client & Caregiver Alerts for Office Staff
You now can setup alerts for your office staff to be displayed, when they access a client or caregivers profile or add/edit their schedules. Alerts can be setup at the bottom of the client and caregiver Personal Data pages.  These alerts are for office staff.

Alert Example:

Caregiver Auto Reminders Include Text and App Notifications
Caregivers can now receive an app and text notification in addition to the email reminder.  You can set these options in the Other Options tab located in Company Settings.  The email account selected will determine which account the reminders are sent through. If you do not have an email account selected the reminders will be sent from the generations@idb-sys.com account.

Reminders Available on Caregiver Mobile App

Caregivers now have a new reminders menu on the mobile app. Reminders will be displayed if coming due in 30 days and the Auto Remind Caregiver setting is enabled on the reminders master list.

Other Features and Fixes

• Medication Report Updates
• MARS and Medications reports now have option to exclude discontinued medications.
• MARS report now includes dosage.
• Weekly Schedule Report By Caregiver fix to show total hours and phone number.
• Care Plan Report fix where large font could cause some fields to overlay.
• Fix to show service description on grid instead of the short description.
• Other fixes and performance optimizations.
  

May 9 2018

• Completed Task Report - option to include telephony ID.
• Confirmed Shift Report - add total hours.
• Ability to delete notes from referral source record.
• Weekly Schedules Report - option to include tasks and separate page per client/caregiver combination.
• Increased character limit for care note to 500.
• Fix for calendar refreshing to top after change.
• Caregiver app now displays menu for reminders which will display an alert for any reminders coming due within 7 days.
• Other fixes and performance optimizations.
  

April 26 2018

• Show calendar scroll-bar option now also applies to the Grid view.
• New Client Visit Count Summary report.  This report enables you to filter clients by maximum number of visits for any date range. One use for this report could be identifying clients without and scheduled visits and other things.
• Fixed calendar service to display Short Description instead of full service description.
• New option to include remittance information on invoices created in Generations.
• Other performance improvements and minor fixes to various areas.
• New Scheduling Grid report / print button.
  

April 10 2018

• Calendar display options are now remembered on per-user basis.
• Online application EO disclaimer area (text at top) can be customized in Company Settings.
• Online application changed high school year to level completed. Removed year completed from College, Bus, Trade School, Professional School.
  
• Other fixes and performance optimizations.

April 4 2018

• Scroll-bar (Day, Week, Month) removed by default. Can be enabled under Display Options.

• Confirmed Icons (checkbox & question mark) removed by default. Can be enabled under Display Options.

• Minor fixes and performance improvements.
  

March 28 2018

This update includes a design refresh for the entire site to make the Generations experience even more streamlined and user friendly. Below are some highlights of changes to frequently used pages.

New Scheduling Module Highlights

• New Day scheduling view enables you to see where all your shifts line up on a specific day.
• Color coding on individual shifts quickly identifies confirmed status and if caregiver is currently logged in.
• Headers are fixed when scrolling in all views.
  
• Drag/drop option to modify schedule times.
  
• Access all view on one page (Day | Week | Month | Grid) using the tabs.
• Filters (location, case manager, etc.) have been moved under the Filters button in order to clean up the filter area and make room for display.
  
• Display options (Show color, daily/weekly hours, group by client or caregiver, etc.) have been moved under the display options button.
  

Client and Caregiver Tab Order

Pages with Lists

• Client list, caregiver list, etc.
  

Telephony Schedules

• Many of the filter items have been moved behind the filter button. This enables more data to be shown on the page.
  

Call Center

• Open Calls / All Calls buttons were removed as this is available using the Call Status filter.
  
• Several date filters were combined into one.
• Filters for class, location, and priority are accessed using the Filters button.
  

Caregiver Search

The entire client and caregiver filter areas can be shown/hidden using the filter buttons.

Feb 21, 2018 Update

EVV Exception Management

EVV exception management enables your agency to track and document EVV exceptions and their resolutions. Exceptions are automatically created in the following cases:

• Missing Login 

• Missing Logout 

• Caller ID not matched to client 

• GPS variance exceeds established setting

As more states are requiring electronic visit verification (EVV) for medicaid services, we have found that exception management is becoming a standard  and will enable your agency to ensure adequate documentation is maintained.

Other

• Company settings telephony tabs consolidation .
  
• Integrated Telephony ordering and account setup for agencies starting out with telephony or upgrading from legacy product. 
• Page break by schedule on Completed Schedules and Tasks report.
• Fix for issue which could cause page displaying server error and require user to fix cache.
• Completed Schedules and Task report page break by schedule option.
• Charting report for care notes ordering fix.
• Other minor fixes and optimizations.
  

Feb 7, 2018 Update

• Completed Schedules and Tasks Report:
  
• Print Header On First Page Only Option
• Display clients name at top of each page
  

• Date field input improvements throughout the application for easier data input. Now you can enter date formats a couple different ways. For example, to enter March 1 2018 you can type 03012018 and it will auto format.

• Client Med Report "RN Signature" changed to "Nurse Signature"

• Service Order Ending Report additional reporting filters, grouping, and formatting improvements.

• Misc. fixes and performance improvements.

Jan 23, 2018 Update

• Mobile app will alert caregivers prior to logging out if any required tasks have not been completed.

• Mobile app move mileage prior to GPS logout.

• Order additional licenses available under Admin menu.

• Quick report of service order authorizations from edit schedule. When a service order is selected a report (pdf) icon will appear next to the list.

• Other minor fixes and optimizations.

 

Jan 10, 2018 Release Highlights

Generations has been updated. Read on to learn about the latest updates and for a sneak peek at what is coming soon!

Care Plan Versioning

Customizable care plans have gotten even better with the capability to version your care plans. Care plan versioning allows you to have different care plan formats and also helps preserve historical data when formats are changed and updated.  For more information view the help topic  on Customizing Care Plans.

Daily / Weekly Hour Display on Calendar and Weekly Schedules

Now you can view at a glance the total daily and weekly hours you have scheduled on the calendar and weekly schedule pages.

Multiple Physician Support

Additional physicians can be added on the new Additional Physicians tab location on the client Personal Data page next to payors. Additional physicians will appear in the care plan physician section on the report and in the mobile app. For more information view the help topic covering the Client Personal Data tab.

Custom Email Server

You now have the ability to email and text using your own email server. The primary advantage of using your own server is to reduce the likelihood of some carriers (T-Mobile, Cricket, and MetroPCS)  blocking text message due to volume of messages sent. For more information see the help topic on Email Server Settings.

Other

• We found that for some agencies, 4 payors was not enough.  Now you have the ability to add an unlimited number of payors for your clients.

• Care plan report improvement to format of medications section to prevent wrapping of drug name.

• CMS1500 Line 24 supplemental information. Add the supplemental info on the service code list.

• Minor fixes and performance optimizations.

Coming soon...

Look for some of these new features in an upcoming release.

• New and improved scheduling module with color coding, drag and drop, and a new daily view.
• Overall site design refresh.
• Secure bi-directional caregiver messaging.

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Other Release Notes

• 2017 Release Notes
• 2016 Release Notes
• 2015 Release Notes
• Release notes prior to 2015 are archived and no longer available.