If you are out of Timesheet Weeks, you need to add more weeks into Generations. Do that under Timesheets at the top of Generations, and then click Maintain Timesheets.

You can order EVV right through Generations from the Admin menu (or on the EVV page in company settings.) 

The cost is $25 per month plus $0.15 per call, which means that each shift is $0.30. 

Once you complete the order form through Generations, we assign a trainer to work with you through implementation.

If you cannot see the same Caregivers or Clients as your co-workers, check your Security settings. From the Home screen, go to the  Admin menu and select Company Settings. Then click on the Security tab, select the user with this issue, and review the settings for Classes and Locations.

Before you log into Generations, click "forgot password." This will allow you to reset your password. 

If this does not work or you need assistance, talk with your agency administrator as they can change the password for you.

The best practice for increasing bill or pay rates is to create a new item. If a service code or payroll item is simply changed, everything associated with that rate is also changed: schedules, timesheets, and reports. Therefore, the best practice is to create a new item.

Yes, you can track office staff hours and have the staff use Generations EVV. Here's how to do that:

1. (Optional) Create a Class called office staff. Be sure to change security settings based on office staff who are able to see this new Class.

2. Add staff as Caregivers and assign pay rates. You can use an actual pay rate or a $0 rate. If you create a Class, add the Caregiver to that Class.

3. Add a Client called office, and enter your office's address.

4. Add a Service Code called Office and assign a $0 bill rate.

5. Schedule the office staff with this office client. 

The advantage is that office staff is on the calendar, and that payroll can flow from Generations to QuickBooks. 

However, because your total hours, total billing, total payroll include office staff, your homecare numbers might be slightly skewed. 

Maintaining an accurate office staff calendar might be more time consuming, and there may be concern about office staff seeing pay rates of co-workers. 

Some agencies choose to forgo adding office staff information to Generations, and simply use QuickBooks or a payroll company.

To update your credit card information, please use this portal: https://orders.idb-sys.com/Addauthrization.aspx

Clients or caregivers over a specific period of time can be determined by this method:

1. Go to the client (or caregiver) list.
2. Click column chooser
3. Select the columns you want to see: client name, start care date, end care date, status, etc. 
4. Click OK and you see those columns displayed in the client list.
5. Click the Excel button and open the spreadsheet.
6. From there, sort and filter as desired.

Alternately, use the Report Writer to obtain a similar export:

1. Go to Reports and select Report Writer
2. Choose report source of client or caregiver as appropriate
3. Click display report
4. Click column chooser and select the columns you want to see
5. Click OK and the results appear.

In report writer you can click on any column to sort by that column, drag a column to group by that column, export to Excel, and save the report to be 'loaded' and pull the same information again.

Privacy and security are of the upmost importance here, and Generations is HIPAA compliant. Please refer to the Business Associate Agreement which is the contract between HIPAA covered entity (your agency) and a HIPAA business associate (Generations.) You should have a copy of that in your agency. 

Yes, Generations does have an API, and we only share API keys with the agency owner. We do not share API keys with vendors directly.  

Support for the API is by email only. For any questions, please contact us at apisupport@generations.zohodesk.com

Public Documentation https://apidocumentation.idb-sys.com/

Terms of Service https://www.homecaresoftware.com/api-terms/