Master Lists Overview
  • 10 Feb 2023
  • 2 Minutes to read
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Master Lists Overview

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Article Summary

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 NameUsed For and/or WithAccessed 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

AttributesSee Needs and Attributes
Cancelled Shift Reasons and ActionsSchedulesSchedule menu at the top of the Home Screen

Case Managers

Client Personal Data Screen

Client list at the top of the Home Screen

Cell CarriersFor texting CaregiversCaregiver list at the top of the Home Screen
City Minimum WageScheduling and PayrollCaregiver 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 ResolutionsUsed 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-ClientSpecific 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 StagesClient Wound Notes Client list at the top of the Home Screen.

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