Master Lists Overview

Updated on 10 Feb 2023
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Master Lists control information displayed in dropdown lists throughout Generations. For example, the Service Codes master list contains your bill rates; these are used on every schedule in Generations.

We add some master lists for you.
You can add more information to lists to make Generations better reflect your business practices.
Find most lists at the top of the Home Screen under Client and/or Caregiver.
Some master lists can also be accessed on individual Client or Caregiver personal data screen.

Key lists when you first start using Generations:

Classification,
Client Type,
Note Type,
Reminders,
Needs/Attributes,
Service Codes, and
Payroll Items.

Master List Name	Used For and/or With	Accessed From
ACA Status	Caregivers regarding ACA requirements	Caregiver list at the top of the Home Screen
Agencies	Case Managers	Client list at the top of the Home Screen
Attributes	See Needs and Attributes
Cancelled Shift Reasons and Actions	Schedules	Schedule menu at the top of the Home Screen
Case Managers	Client Personal Data Screen	Client list at the top of the Home Screen
Cell Carriers	For texting Caregivers	Caregiver list at the top of the Home Screen
City Minimum Wage	Scheduling and Payroll	Caregiver list at the top of the Home Screen
Class	Caregiver Personal Data Screen	Caregiver list at the top of the Home Screen
Classification	Caregiver Personal Data Screen	Caregiver list at the top of the Home Screen
Client Type	Client Personal Data Screen	Client list at the top of the Home Screen
County	Client and Caregiver Personal Data Screens	Client or Caregiver lists at the top of the Home Screen
Custom Fields	Client and Caregiver Custom Fields Screens	Client or Caregiver lists at the top of the Home Screen
Discipline	Client Plan of Care	Client list at the top of the Home Screen
EVV Reasons and Resolutions	Used with EVV.	EVV list at the top of the Home Screen.
Holiday	Used in Edit Timesheets for calculating holiday bill and pay rates	Caregiver list at the top of the Home Screen
In-Services	Caregivers In Service screen	Caregiver list at the top of the Home Screen
Location	Security, Client Personal Data Screen, and various reports	Client list at the top of the Home Screen
Needs and Attributes	Caregiver Search, Caregiver Attributes, Client Needs	Client or Caregiver lists at the top of the Home Screen
Note Types	Client and Caregiver Notes screens plus Referral Sources file	Client Note Types: Client list at the top of the Home Screen Caregiver Note Types: Caregiver list at the top of the Home Screen Other Note Types: Client list at the top of the Home Screen or within a Referral Source
Physicians	Client Personal Data Screen and Plan of Care	Icon or client list at the top of the Home Screen
Payor	Client Personal Data Screen and on Invoices in Generations or exported to QuickBooks	Icon or client list at the top of the Home Screen
Payor-Client	Specific State EVV functions.	Client list at the top of the Home Screen.
Payroll Items	Caregiver Payroll Items screen and Schedules	Caregiver list at the top of the Home Screen
Reasons	Client and Caregiver Personal Data Screens	Client or Caregiver lists at the top of the Home Screen
Referral Sources	Individual files for each Referral Source, and Client Personal Data Screen	Thumbs Up icon or Client list at the top of the Home Screen
Referral Sources for Caregivers	Caregiver Personal Data Screen	Caregiver list at the top of the Home Screen
Relationships	Client Contact screen	Client list at the top of the Home Screen
Reminders	Client and Caregiver Reminder Screens, Home Screen, and various reports	Client or Caregiver lists at the top of the Home Screen
Sales Rep	Client Personal Data Screen	Client list at the top of the Home Screen
Service Codes	Schedules and Service Orders in Client file.	Dollars Sign icon or Client list at the top of the Home Screen
Task Categories and Tasks	Client Plan of Care, Schedules, Generations EVV	Client list at the top of the Home Screen
Timespan	Client Supervisory Visits Screen	Client list at the top of the Home Screen
Wellness Groups & Questions	Client Wellness Screen, Schedules, Generations EVV	Client list at the top of the Home Screen
Wound Note Stages	Client Wound Notes	Client list at the top of the Home Screen.

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Master Lists Overview

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