• 11 Jan 2024
  • 7 Minutes to read
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Article Summary


AbsencesAn area in a caregiver's file to track scheduled (vacation) and unscheduled (illness or no show) absences from work.
AdministratorA security term used to indicate the "power user" in the office who can access everything in Generations including security settings.
Advance BillingSending an invoice to a client before service takes place.
Affordable Care ActAlso known as the ACA, this health reform legislation includes a provision that may effect homecare agencies.
AppA small, free program that allows office staff, caregivers, clients, and family of clients to access Generations via a mobile device. The app is available from the iTunes, Google Play, and Amazon App stores.
ApplicantA person who has applied to work for your agency, but you have not hired - at least not yet.
AssessmentSee Plan of Care
AuditTracking various operations throughout Generations; for example, the audit button on the schedule grid shows you who first added the shift and who most recently updated the shift.
AuthorizationA document from a third party payor regarding service for a client. Authorizations can be tracked with Service Orders.


Billing ExportA billing option used in a variety of ways: creating Generations Invoices and Estimates, importing into a custom accounting system, analyzing billing with Microsoft Excel, or exporting in a state specific format.


Call CenterA sophisticated note-taking area used to document conversations and concerns regarding clients, caregivers, referral sources, and others.
CaregiverA care provider.
Caregiver CredentialsDate-driven documents like driver's license, TB tests, and so on. See Reminders.
Caregiver Search
A method to help you find a caregiver to fill a shift or range of shifts and to add those shifts to the schedules.
Case ManagerA person who helps individuals and families cope with complicated situations regarding health and homecare.
ClassUsed by agencies with multiple locations to indicate the office that a caregiver is primarily associated with.
ClassificationIndicates the skill or expertise level of a caregiver: RN, LPN, Home Health Aide, Companion, and so on.
ClientA patient or care-recipient.
Client TypeA field on the client's personal data screen used to group clients for reporting purposes, typically for ease of running billing reports. For example, weekly, bi-weekly, monthly, collections, Med Waiver, Staffing, Veteran's Administration, and so on.
CMS1500Sometimes called the HCFA1500, this billing form is regulated by the National Uniform Claim Committee. The form is used by non-institutional providers or suppliers to bill Medicaid State agencies, Medicare carriers, insurance companies, and durable medical equipment regional carriers. The electronic version of the CMS1500 is the 837p.
Column ChooserA functional button that allows you to select information to be displayed. For example, selecting the column chooser button in the client list gives you 40+ different fields that could be displayed.
Confirmed ScheduleA shift that has been worked and is ready to proceed to billing and payroll.
ContactsReferring to clients, this is anyone you might need to contact regarding the client: child, power of attorney, spouse, neighbor, and so on.
Continuous ShiftAn EVV term referring to a series of shifts back-to-back for the same client (9am bathing, 10am personal care, 11am homemaking.)
Custom FieldFields that you define to track information on clients and caregivers.


DashboardAn at-a-glance view of key company metrics: total clients, total caregivers, scheduled hours, gross profit, inquiries, and so on.


EMRElectronic Medical Record. This is a digital version of a paper chart with patient medical history.
EVVElectronic Visit Verification. This is an electronic time-keeping system used to verify when an caregiver arrives and departs from the client's home. EVV is sometimes referred to as telephony.
EVV IDAn electronic time-keeping system used to verify when an employee arrives and departs from the client's home.
Exclusions and PreferencesA way to keep track of which caregiver a client likes (prefers) and dislikes (exclusions.) Caregivers can also indicate the clients that do not like working with.


FTEFull Time Equivalent hours. One employee or a combination of employees who work full time. See Affordable Care Act.


GeolocationThe identification of a client's geographic location via latitude and longitude which helps verify caregiver login via GPS on the mobile app.
GPSGlobal Positioning System. Used by the mobile app to determine the precise location that a caregiver is at when they login and logout of a shift.


HIPAAThe Health Insurance Portability and Accountability Act of 1996.
HistoryFound in the client and caregiver files, history shows the date, time, details, and result of sent emails (and texts for caregivers.) Similar information can be found in the email log under the Admin dropdown menu.


ICD CodesThe International Statistical Classification of Diseases and Health Related Problems (aka ICDE) diagnosis codes classify diseases and a wide variety of signs, symptoms, abnormal findings, complaints, social circumstances, and external causes of injury or disease. The ICD assigns every health condition a unique category and a code that is up to six (6) characters in length.
In-ServicesVarious trainings required for a caregiver.
Independent ContractorsA self-employed caregiver, also known as a vendor.
Interruption of ServiceA way to denote when a client does not need service.


Letter WriterA powerful tool for creating and managing communications with important contacts.
LocationUsed to indicate which office the client or referral source is associated with.


Mass UpdateA method to quickly update various fields for clients and caregivers at the same time.
Master ListA collection of lists throughout Generations: agencies, case managers, class, classfication, county, and so on. You customize the existing Master Lists to reflect the realities of your business.
MessagingThe ability to send messages to caregivers.
Multiple PayorsWhen one or more parties pay for services. For example, if John Smith pays privately, and also receives services from the local Area Agency on Aging, and a state Medicaid program.


Need and SkillsServices or tasks that are both required by a client and subsequently performed by a caregiver.
Note TypesSubjects, topics, or labels that are applied to documents (called Notes.)


Online FormsApplication and service inquiry forms that you link to your website; once completed, the forms are imported into Generations for you to review.
Other ExpenseServices that you bill the client for, but are not scheduled: mileage, parking, gas reimbursement, and so on.
OvertimeThe amount of time a caregiver works beyond normal working hours as defined by your agency including hours per week and hours per day.


PayorAn individual or organization that you bill for services provided to a client.
Payroll ItemsA Master List where you define the name of various pay rates. This list is also used to define FTE hours, FTE Exempt, OT exempt, and so on.
Plan of CareAn agreement between the agency and client regarding care.


ReasonsA field that further defines status of clients and caregivers; for example, moved out of the area, moved to a nursing home, deceased, went back to school, maternity leave, and so on.
ReminderUsed to track important, and typically date-driven information for clients and caregivers like renewals and recertifications.
Report WriterAn area that allows you to create reports that are currently not available in the list of formatted reports. You can export, print, or save the reports you design.


SchedulesA scheduled indicates the time that a caregiver spends with a client. Billing and payroll is based on schedule information.
Scheduling AlertsAlerts issued when adding a schedule that indicate a conflict in the proposed schedule. Alerts include double-booking, overtime, exclusions, unavailability, interruption of service, absence, and service order validation rule violations.
SecurityAn area where you ensure that the information in your database is safe, and how you block users from accessing specific areas of Generations.
Security GroupsWhen assigning permissions to office users, Security Groups limit access to functionality: caregiver data, caregiver pay rates, billing reports, and so on.
Service CodeBilling rates that define the type of service provided plus the cost associated with the service.
Service OrderA way to keep track of the number of hours or dollars authorized by a third party payor.
Strong PasswordA password that enhances the security of your data and typically contains six characters, one upper case character, one lower case character, and one number or symbol.


Task AlertAn alert issued by EVV that a caregiver did not perform a required task.
TasksDuties performed by a caregiver while working with a client.
TelephonySee EVV.
Text MessageA message sent from Generations to a device on a cellular network, typically a caregiver's cell phone. Not the same as messaging via Generations EVV or via the Generations Message Center.
Third Party PayA method of billing where the client pays the caregiver directly, plus pays the agency a fee for providing the caregiver.
TimesheetsTimesheets collect and hold data that produce both billing and payroll.
Travel TimeA way to document and pay for the amount of time a caregiver takes a to travel from client A to B, from B to C, and so on. Travel Time is required by the U.S. Department of Labor.


UB04When billing third party payors, you might be required to use a form called the UB04. Also known as the CMS1450, this form is the standard health insurance claim form used by institutional providers to transmit health care claims electronically. The electronic UB04 is the 837i.
UnavailableA way to record when a caregiver is not available to work.
UserA security term used to indicate anyone in your office who uses Generations; this does not refer to clients or caregivers.
User LicenseThe number of individual office employees that can sign into Generations simultaneously.


Visit AlertAn alert issued by EVV that indicates that a caregiver has not logged into a shift.
Visit NotesVisible to both office staff and caregivers, visit notes document a caregiver's visit to the client.


Web BrowserA software application used to traverse the world wide web. Web browsers include Internet Explorer, Mozilla Firefox, Google Chrome, and Apple Safari.
Web PortalA website. For Generations, the web portal can be accessed by office users, clients, caregivers, and the family of the client.
Weighted AverageReferring to caregiver overtime pay calculation when a caregiver is paid at more than one rate.
WellnessA way to monitor the well-being of your client.
Wellness AlertAn alert issued by EVV regarding the well-being of your client.

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