- 10 Feb 2023
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Master Lists Overview
- Updated on 10 Feb 2023
- 2 Minutes to read
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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 |
---|---|---|
Caregivers regarding ACA requirements | Caregiver list at the top of the Home Screen | |
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 |
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 |
Caregiver Personal Data Screen | Caregiver list at the top of the Home Screen | |
Caregiver Personal Data Screen | Caregiver list at the top of the Home Screen | |
Client Personal Data Screen | Client list at the top of the Home Screen | |
Client and Caregiver Personal Data Screens | Client or Caregiver lists at the top of the Home Screen | |
Client and Caregiver Custom Fields Screens | Client or Caregiver lists at the top of the Home Screen | |
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. |
Used in Edit Timesheets for calculating holiday bill and pay rates | Caregiver list at the top of the Home Screen | |
Caregivers In Service screen | Caregiver list at the top of the Home Screen | |
Security, Client Personal Data Screen, and various reports | Client list at the top of the Home Screen | |
Caregiver Search, Caregiver Attributes, Client Needs | Client or Caregiver lists at the top of the Home Screen | |
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 | |
Client Personal Data Screen and Plan of Care | Icon or client list at the top of the Home Screen | |
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. |
Caregiver Payroll Items screen and Schedules | Caregiver list at the top of the Home Screen | |
Client and Caregiver Personal Data Screens | Client or Caregiver lists at the top of the Home Screen | |
Individual files for each Referral Source, and Client Personal Data Screen | Thumbs Up icon or Client list at the top of the Home Screen | |
Caregiver Personal Data Screen | Caregiver list at the top of the Home Screen | |
Client Contact screen | Client list at the top of the Home Screen | |
Client and Caregiver Reminder Screens, Home Screen, and various reports | Client or Caregiver lists at the top of the Home Screen | |
Client Personal Data Screen | Client list at the top of the Home Screen | |
Schedules and Service Orders in Client file. | Dollars Sign icon or Client list at the top of the Home Screen | |
Client Plan of Care, Schedules, Generations EVV | Client list at the top of the Home Screen | |
Client Supervisory Visits Screen | Client list at the top of the Home Screen | |
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. |