web portal Setup for Caregiver and Client Logins


Clients and Caregivers can be given permission to log into Generations Online and view their Schedules. They cannot make any changes to the Schedule, only read the information. Caregivers may also be given the ability to view their specific Client's Plan of Care.  


Clients and Caregivers log in at the same website and utilize the same agency ID that you do.


Caregiver and Client Setup

On the Client and Caregivers Personal Data tab, you must:

  1. Enter an email address

  2. Enter a password

  3. Check the Enable Web Login box

  4. You can also click "Send Login Link."  This sends a link via email to the Caregiver so that they may reset the password they use to log into the Caregiver portal to view schedules. The email says "You can click the link to choose your own password." Before the email is sent, you have the opportunity to add additional verbiage.



Verify using reports

The following reports will show you any problems with Client or Caregiver logins.