Software Release November 30, 2022

New Features

  • GEN-1822 Payors now have a status and can be inactivated.
  • GEN-2192 Physicians now have a status and can be inactivated.
  • GEN-2281 Payor-Client list now has additional options for searching and filtering.
  • GEN-1178 Report Writer- added phone number to schedules report source.
  • GEN-2191 Added two additional customizable text area in customized Care Plan Category.
  • GEN-2327 Service order list now includes the field for Santrax Provider ID.
  • GEN-2262 Plan of care customization for tab names and ability to hide or show.  To utilize the feature click on the Care Plan Naming/Visibility button located in Company Settings | Company Information. See Help documentation for details.
  • GEN-2256 Option to alert caregivers to add notes for incomplete tasks. To utilize the feature check the Enable Notes For In-Completed Tasks box located in Company Settings | Web Portal.


Desktop QuickBooks users must be on QuickBooks Sync version When prompted to update the QB Sync app please ensure you run the update process and restart the app. The version can be verified in QB Sync under the Help | About Us menu. 

  • GEN-2361 QBO and QB Desktop now have a secondary billed flag specifically for QB. This is useful when billing is sent to a third-party other than QB (ex. EVV interface), then also needs to be sent to QB. See Help documentation for details.
  • GEN-2203 QB Desktop new option: Add Timesheet Notes to Invoice Line Items.
  • GEN-2062 QB Desktop update to respect client-payor filter lined status when sorting.

Fixes and Optimizations

  • GEN-1178 Replace ‘Telephony’ with caregiver name in audit reports.
  • GEN-2076 Client CMS1500 fields/dropdown lists are more tab friendly.
  • GEN-2117 Tellus-VA fractional carryover now shades overridden billing in pink.
  • GEN-2375 Virginia fractional billing fixes.
  • GEN-2343 Authenticare (AR) new checkbox to filter records that have not been successfully submitted.
  • GEN-2408 Authenticare (AR) log now hides pending items for any records that also is successful.
  • GEN-2347 Tellus filter by schedule date option.
  • GEN-2390 HHAX FL billing fix when not using service orders to specify units/hour.
  • GEN-2386 Caregiver app display of zip code fix for zip code no longer display after shift is requested.
  • GEN-2405 Report Writer filter fix for filtering on saved reports.
  • Other improvements and optimizations

Software Update Nov 8th, 2022

  • EVV Alaska Interface with Therap (GEN-1848).
  • Alert Caregiver of Client Restrictions at Login (GEN-1618). Using Generations EVV, the caregiver is notified of the alert text when logging into the scheduled visit via GPS or telephony. The alert tabs are located on the client Personal Data page.

Software Update Oct 26th, 2022

  • Scheduled break-time feature (GEN-1005).  Please review the help documentation for details.
  • Vaccine booster Tracking (GEN-1666).
  • Caregiver Available Shift to include zip code (GEN-1836).
  • Service Orders tab ability to toggle to show (or hide) inactive service orders(GEN-2185).
  • Online Application License Number and Expiration Date are now transferring (GEN-2250).
  • Online Application support for non-numeric postal codes (GEN-2296).
  • Authenticare Interface verification that resubmit and API Export functions do not exceed the 500 item batch size limit (GEN-2288).
  • Added status to Authenticare (AR) troubleshoot report (GEN-2342).
  • Carebridge Interface to send ‘O’ when gender is not populated(GEN-1174).
  • Carebridge WY fix for VCR1094: Completed visits require member attestation (GEN-2253). Now the attestation will not be affected as long as the client signs for the time/task signature.
  • Connection Error: Carebridge NJ & WY interfaces (GEN-2290)
  • Cancelling multiple parts of continuous shift fix (GEN-2123).
  • Service Order Authorization report not producing all expected dates (GEN-2237).
  • Expand age box to support 3 visible digits (GEN-2277).
  • Sandata (MO) fix for ‘the credentials provided are not valid’ message (GEN-2328).
  • Outlook button not working in Client Referral Sources (GEN-2349)

Software Update Oct 12, 2022

  • Client supervisory visits – added ability to schedule more than one supervisory visit for the client on the same day (GEN-1996).
  • Service order report – new options for validation rule summary/details (GEN-1749).
  • GPS variance messaging – improved messaging when caregivers trying to clock-in outside variance window (GEN-1164).
  • Sales Rep By Client report – fix to respect location permission (GEN-2101).
  • Letter Writer – fix for scheduled sending failure (GEN-2199).
  • Captcha – fixes for captcha used in online app and service request (GEN-1521).
  • HHAX interfaces
    • Support for sending Admission ID, which is required when agency has a client dually enrolled with multiple HHAX accounts. To use, add a custom field of Admission ID and assign to clients that require it. (GEN-2232).
    • HHAX NC interface – added Clock In and Clock Out Service Location Type (required starting Jan 1, 2023) (GEN-2093).
    • HHAX fix for sending duplicate shifts (GEN-2311).
  • Fix for accessibility of call center notes for Ireland location (GEN-1319).
  • Sandata MO fix for manual export (GEN-1948).
  • Sandata interface fix to prevent logging too much information in certain cases (GEN-2263).
  • DMAS90 billing fix for overnight shifts to send as 24:00 instead of 00:00 (GEN-2016).
  • VA Banked Time Remaining Report fix for header issues (GEN-2118).
  • Other minor fixes and optimizations.


Software Update Sept 14, 2022

  • Sandata MO: Added field ClientBirthDate (required as of Oct 10, 2022) and Visit Memo increased to 1024 characters (GEN-2046).
  • Tellus log usability improvements including client filter, freeze column headers, improvements to column chooser and date filter (GEN-1823).
  • ADP Export – fix for order of columns (GEN-2071).
  • Tellus GA log optimizations (GEN-2074).
  • HHAX PA fix for for invoicing (blank page issue) (GEN-102).
  • Option to remove question mark for unconfirmed shifts on Calendar Reports run from Monthly/Weekly view of schedules (GEN-2107).
  • HHAX PA fix for visits seen a duplicated on log from end of August (GEN-2149).
  • Fix to allow non-medicaid visits to utilize continuous shifts in agencies having Santrax OH enabled (GEN-2072)

Software Update Aug 25, 2022

  • Option to disable Captcha for online forms. Agency needs to contact support to request (GEN-1521).
  • Fix for HHAX-PA Error 214 with caregivers having SSN’s with leading zero’s.
  • Fix for Authenticate invoicing going to log when using QB Line Item description setting for invoices (GEN-1953).
  • Fix for HHAX-PA V5 interface error 386 (GEN-2082).

Software Release Aug 17, 2022

  • HHAX- MN Interface (new). Click here for User Documentation.
  • HHAX-NY Interface for Evercare (New).
  • Virginia 837p billing functionality and reports to support unit and fractional carryover (GEN-1260). Click here for User Documentation.
  • Ability to mass add a service order to signed visits (GEN-1216).
  • Mobile app enhancement to tap on phone number to place calls (GEN-1800).
  • Sandata OH – removed exceptions no longer needed (GEN-1815).
  • Added warning message when trying to delete a care note that is currently assigned (GEN-1900).
  • Added additional controls to prevent caregivers from being moved back to applicants (GEN-1860).
  • Printing tasks on completed schedules and tasks report to respect the do not include tasks setting (GEN-1929).
  • Carebridge NJ Horizon Payor – change to send claim action as E for External Billing (GEN-1851).
  • Service Order Authorizations Report: Add Service Order status to Parameters (GEN-1750).
  • Fix for caregiver notes not displaying when exceeding 7,200 characters (GEN-1921).
  • Fix for service order conflict in schedules conflict reporting (GEN-1755).
  • Fix for unable to add note to Travel Time shift when the option to require notes for manually confirmed schedules is enabled (GEN-1965).
  • Fix for Client Note adds Secondary Caller Automatically in certain cases (GEN-1978).
  • Optimization in payroll export area (GEN-1896).
  • Optimization in reporting engine (GEN-1894).
  • Performance Optimizations and misc. fixes (GEN-1894,GEN-1906,GEN-2056,GEN-1109,GEN-1929).

Software Update July 13, 2022

  • 837p claims fixes including HL01 out of sequence reported by agencies using Availity clearinghouse (GEN-1918).
  • Scheduling overnight shifts (GEN-1915).
  • Tellus – FL XML validation issues (GEN-1140).
  • iConnect FL ADP to place Group Notes with corresponding activity (GEN-1871).
  • Updating client address no longer updates prior schedule Geolocation (GEN-1194).
  • Sandata PA alt EVV provider recertification (GEN-1614).
  • Other minor fixes and optimizations.

Software Update June 30, 2022

  • New improved help system
  • Edit Range fix for exception that could occur when updating schedules (GEN-1849).
  • HHAX AR now auto formats modifiers (GEN-1756).
  • Client and caregiver notes tabs capability to attach to secondary callers (GEN-1185).
  • Netsmart /Tellus FL changes for new requirements (missed visits) (GEN-1379, GEN-1508).
  • 837p billing support for handling clients with services having different taxonomy codes (GEN-1592).
  • Sandata MO – location specific credentials (GEN-1230).
  • Missed visit app notification to not send for continuous shifts when caregiver is logged in (GEN-1389).
  • Carebridge NJ time fixes and optimizations (GEN-1599).
  • Support for Line 22 837p (GEN-1872).
  • HHAX V5 integration. Customers will be notified prior to being upgraded to v5.
  • Various performance optimizations.

Software Update June 1, 2022

  • Caregiver bonus support for weighted average calculation. To use, add a bonus in the Edit Timesheets | Other Expenses tab, and check the box to Include Total Cost in Weighted Average Calculation (GEN-1300).
  • Accepted shift request behavior in mobile app to be consistent with main site: to remove other request and turn schedule grey (GEN-1716).
  • Report writer formatting and filtering fixes (GEN-1742, GEN-1744).
  • PayPlus payroll export (GEN-1679).
  • Support for CMS1500 Line 22 resubmission in the 837p output (GEN-1728).
  • CMS485 Report – design fix for page break and duplication (GEN-1228).
  • HHAX-NJ fix for message: EVVMSID is not found (GEN-1474).
  • HHAX-PA fix for sending confirmed visits multiple times which could cause the invoice number to be removed from the billed visit (GEN-1598).
  • iConnect FL – added the xml extension to the file created via Export Visits (GEN-1737).
  • CarebridgeWY – Manual log in/out resolution code drop down not populating (GEN-1743).
  • Sandata RI – fix for pending items not sent with credentials provided are not valid message (GEN-1780).
  • HHAX WV fix for log tab not fully loading (GEN-1709).

Note: HHAX-PA fix for visit edit action/reason code is in progress. We did not receive notice of this change, and HHAX has removed the testing site for V4 implementation, creating additional challenges. We are going to be testing a fix today and will be communicating directly with customers affected as it is rolled out.

Older Release Notes:

Release notes prior to 2015 are archived and no longer available

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