This patch is a maintenance release focusing on minor bug fixes and optimizations. Some of the key areas update are:

• IConnect FL interface to include group note (GEN-4321).
• HHAX AR updates (4232,4280)
• HHAX MS updates (4368)
• Carebridge-WY updates (4228)
• Mapping fixes (GEN-3528,4222)
• EVV general improvements (GEN-4272,4281)
• QB Interface (GEN-4105,4184
• Santrax-MO (GEN-4226)
• NH Authenticare remove requirement for caregiver state license number (4302).
• Mobile App – referral source filter set to active by default (4215)
• Other fixes and updates (15 tickets)

• New Authenticare NH Interface integration (GEN-3530,3838).
• New medications master list for drug, dose, frequency, and route (GEN-3587).
• Generations Accounts Receivable module for tracking AR (invoicing, payments, credit memos) (GEN-3564).
  • Overview
  • Step-by-step
• Required client fields fix resolves and issue enabling the requirement on fields(GEN-4208).
• NPI override for billing introduces the ability to override the NPI on service orders. Pertains to the CMS1500 & 837 claim formats.(GEN-4068).
• Referral list now defaults to showing active referral sources (GEN-4218).
• Other minor optimizations.

New Features:

• Referral Source: Multiple Enhancements(GEN-1837)
  • Ability to group, filter, and assign by company hierarchy.
  • Redesigned page to reflect company attribute.
  • New assigned clients tab to view all clients assigned to the referral source.
  • Help Documentation
• Flu Vaccination Tracking (GEN-2566)
  • Help Documentation – Clients
  • Help Documentation – Caregivers
  • Help Documentation – Report
• EVV Setting: Custom Rounding Rules by Payor (GEN-2812)
  • Help Documentation
• EVV Setting: Early Logout Rounding Option (GEN-3828)
  • Round early logouts to scheduled time split into it’s own option.
  • Help Documentation
• Mobile App for Office Staff: Manually Login/Logout Caregiver (GEN-3230)
  • Help Documentation
• MARS on Mobile App (GEN-1339)
  • Medication Administration Records System tracking on app.
  • Help Documentation
• Mandatory Client Fields (GEN-2614)
  • Client Type, Location, Inquiry Date, and Referred By can be marked as required.
  • Help Documentation
• Security User-Specific Export (GEN-3034)
• Calendar Service Ending Alert (GEN-3097)
• Auto Logout Countdown (GEN-3100)
• HHAX Billing Export: new rejection detail report (GEN-3389)
• EVV Schedules new service order alert column (GEN-3426)
• Edit Schedules: HHAX TRN field for applicable interfaces. (GEN-3462)
• Client Info Summary Report: options to Include other EVV phone and addresses (GEN-3476)
• Message Center
  • added support for non-English characters (GEN-3501)
  • mark message as read when viewed  by caregiver (GEN-3722)
• Document Management: added search (GEN-3616)
• Sandata Export: added client filter (GEN-4099)
• Medical Record Number Option in Charting Report (GEN-3969)
• Completed Schedules and Tasks Report Group by Caregiver Option (GEN-3818)
• EVV Schedule to not Auto-Confirm when Service Order is Violated (GEN-2652)
• ADP Location Specific Export Settings (GEN-4066)
• Ignore PO Box in Mapping (GEN-3877)
• Label Changes:
  • “Self Directed Care” to “Client Directed Care” (GEN-3507)
  • “Alternate Description” to “Procedure Code” (GEN-3633)
• Other minor fixes and optimizations

• Applicant Personal Data
  • Now includes COVID vaccination information (GEN-1880).
• Billing Reports
  • Added an option to abbreviate caregiver names (GEN-3783).
• Cancelled Shifts Report
  • Added a case manager filter for more refined results (GEN-3936).
• Caregiver Reminder Report
  • Added a classification filter for more refined results (GEN-3334).
• Caregiver Search
  • Added a filter to exclude caregivers who have not had a prior visit with the client (GEN-3257).
• Case Managers
  • Now includes a status field, allowing for inactivation (GEN-1567).
• Client Notes by Date Range
  • Introducing a new option to include calendar notes (GEN-3000).
• Completed Schedules and Task Report
  • Added the ability to filter by service for enhanced reporting (GEN-1746).
• Timesheet Creation
  • Enhanced functionality to support billing for flat rate items as well as paying hourly on the same schedule for overnight shifts (GEN-3851).
• Dashboard (Operational Section)
  • Added metrics for Caregivers Scheduled and Clients Scheduled (GEN-3351).
• Gross Profit Report
  • Added a filter to select clients brought in by date range (GEN-3625).
  • Now includes other expenses in the profit calculation (GEN-2905).
  • Introducing the option to group results by payor for more detailed insights (GEN-2999).
• Billing Export
  • Implementation of new specifications for OR Billing Export (GEN-3961).
• General
  • Numerous minor fixes and optimizations addressing 55 tickets.

• Carebridge interface prioritizes selected payors for display in the list (GEN-3870).
• Service Orders now includes a ‘iConnect Service ID’ field, specifically for integration with the ‘ADP iConnect FL’ interface (GEN-3894).
• iConnect XML export file’s naming convention has been revised to feature the first 5 characters of the company name, instead of the previously used last 5 characters. (GEN-3892).
• Oregon billing export update to round to whole units (GEN-3819).
• Service Authorization Summary has been added as a new report option on the “Service Order Authorizations Report” page. This report is presented in a columnar format and can be exported to Excel for further analysis (GEN-3677).
• Sandata WI has introduced a new requirement effective 01/01/2024, mandating the inclusion of the client segment for specific payor programs and procedure codes (GEN-3661).
• Carebridge interface now includes a Schedule Date filter in the log tab (GEN-3436).
• Carebridge WY now includes a GPS Distance Exception (Exceptioncode “25”) for caregiver check-in/out locations beyond 0.5 miles from a member’s address. New fields added to the visit export: CheckinDistance, CheckoutDistance, CheckinLocationReason, CheckoutLocationReason (GEN-3967).
• Other minor fixes and optimizations.