Accessing Feature Settings
Log into Dashboard
Click the dropdown arrow in the top left corner
Click Feature Settings
The settings configured here apply across the entire agency. Click each card to adjust and manage individual features.
Groups
Create and manage groups to simplify scheduling and assignments.
Create groups that include any combination of staff members and clients to schedule shifts more efficiently, rather than adding individuals one at a time. For more information, see Creating and Scheduling Groups.
Shift Settings
Configure clock-in rules, shift requirements, and scheduling preferences.
Timing
Require notes before clock out: When enabled, requires DSPs to fill out selected notes before being able to clock out.
Shifts can only be assigned one Caregiver: When enabled, only one DSP can be assigned per shift.
Clock-in window: Controls how early a DSP can clock in before a scheduled shift. This helps enforce time tracking consistency.
Example: If the setting is 30 minutes and a shift starts at 10:00 AM, the earliest a DSP can clock in is 9:30 AM.
Shift Types
Enable Impromptu Shifts Features: When enabled, DSPs can create impromptu or flex shifts that aren't pre-scheduled.
Enable Staff-only Shifts: When enabled, DSPs can create shifts without clients. Typically used for admin work or training.
Enable Open Shifts: When enabled, shifts can be created without any assigned staff. DSPs will see these open shifts and can claim through the mobile app.
After enabling any of these features, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable the corresponding setting. This allows for agencies to control which functionalities are available for each caregiver.
Requests
Shift Requests: When enabled, users can submit both time change requests and past shift requests.
After enabling this feature, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable Shift Requests. This allows for agencies to control which caregivers are able to submit requests. See Managing Time Change/Shift Edit Requests for details on viewing and approving shift request.
Shift Sweeper
Enable shift sweeper: When enabled, the shift sweeper will force close shifts, clocking out all staff and ending all services for clients after the specified number of hours has elapsed from the scheduled end time of the shift.
Clock out sweeper hours: Set the number of hours after the end of the scheduled shift before the shift sweeper automatically clocks out and ends all services. The clock-out and service end times will be set to the scheduled shift end time.
Clock out sweeper impromptu hours: Set the maximum number of hours an impromptu shift can run. Once this limit is reached, the shift sweeper will automatically clock out and end all services for that shift.
Mobile Charting
Enable caregiver access to mobile charting: When enabled, caregivers can view charting from previous shifts in the desktop.
Viewing window (days): Set the number of days after the service is completed for the caregiver to view charting for the shift. Can choose the viewing window to be indefinite.
Shift Notes
Create and manage shift notes that caregivers can or must complete during or after their shift. When creating a new note, you can make it required, assign it to all active clients, or assign to all future clients.
To create a shift note:
Select the Shift settings card
Scroll down to the Shift Notes section
Click Manage
Click + New Note
Enter the Note Name
Enter the Placeholder
Select the Field Type (e.g. Date and Time, Short Text, Toggle, etc)
Choose from the following settings:
Required
Assign to all active clients
Assign to all future clients
Set the status to Active
Enter any Description
Click Create Note
Shift notes can be Edited or Deleted by clicking the 3 dots next to the note.
Once shift notes are created, notes can be added to the client's plan. Shift notes can also be created directly in the client plan. See Customizing Client Plans: Adding Shift Notes for more details.
Transportation
Configure transportation settings for your organization.
Enable transportation features: When enabled, transportation codes and related forms can be created to allow caregivers to be reimbursed for transportation. Caregivers can log transportation activities by mileage, trip count, or distance.
Geofence
Set up location boundaries and tracking parameters for clock-in verification.
Enable Geofence: When enabled, DSPs will need to be within the specified radius to start a service with the client.
Geofence radius: Set the number of miles/feet for the geofence boundary.
Geofence based on shift addresses: When enabled, this feature will geofence all staff on first clock in and first service start based on the address set on the actual shift. This will override all other geofence settings if an address is set.
Optional address on create shift: When enabled, this will allow you to create a shift without a shift address.
Client-approved geo-fencing addresses: When enabled, this allows you to set a list of pre-approved addresses for each client. Giv will then geofence staff based on the approved addresses.
Outside geofence with a reason: When enabled, staff can clock in and start services outside of the geofence boundary with a reason.
See Setting Up Geofencing for more details.
Post Shift Report
Customize report requirements, templates, and submission rules.
Enable caregiver access to post-shift reports: When enabled, caregivers can view and edit shift notes after clocking out.
Access is configured separately for each client plan section, including Notes, Goals, Medications, Forms, Transportation, Incident Reports, and the Client Profile. Click Edit next to a section to define what caregivers can access and how long access is available after the shift ends.
Note: After enabling this feature, the setting also has to be turned on for each caregiver in their profile. To enable: Go to the caregiver's profile, click Settings, and enable Advanced Charting Access.
Incidents
Define incident types, reporting workflows, and notification preferences.
Emails
Manage who gets emails when an incident occurs. Click Manage and add the emails of those who want to receive a notification.
When a DSP submits an incident report, all emails will receive the notification from [email protected]. The title of the email will be the date and time the report was submitted and the body of the email will be the entire report.
Incident Reports will also be available in the Reports section of the Dashboard, on the individual shift, and in the client profile. See Incident Reports for more details.
Incident Types
Create each type of incident report and customize the questionnaire to capture all necessary information.
To create an incident type:
Select the Incidents card
Click + Add new type
Enter the Incident Type name
Customize the form using one of the following options:
Option 1: Copy the fields from an existing incident type
Click the Select incident type dropdown
Choose which incident type to copy the fields from
Make any edits as needed or add additional fields
Click Save Changes
Option 2: Create the form from scratch
Click + Add Field
Enter the Field Name
Select the Field type from the dropdown. Available options:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
(Optional) mark it as Required
Repeat these steps until all fields are created
Click Save Changes
Incident types can be Edited or Archived by clicking Manage next to the type.
Incident types help ensure reports align with agency needs, compliance standards, and internal workflows.
Once incident types are set up, DSPs can submit incident reports during or after their shift. When logging an incident, DSPs will be prompted to complete the fields associated with the selected incident type.
Medications
Configure medication tracking, reminders and administration protocols.
Add medication types to gather information from DSPs as they administer medication during their shifts. Medication types are customizable questionnaires to collect additional details specific to the medication.
To add a medication type:
Select the Medications card
Click + Add new type
Enter the Medication Type name
Customize the form using one of the following options:
Option 1: Copy fields from an existing medication type
Click the Copy fields from medication type dropdown
Choose the medication type you want to copy the fields from
Make any edits as needed or add additional fields
Click Save Changes
Option 2: Create the form from scratch
Click + Add Field
Enter the Field Name
Select the Field Type from the dropdown. Available options:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
(Optional) mark it as Required
Repeat these steps until all fields are created
Click Save Changes
Medication types can be Edited or Archived by clicking Manage next to the type.
Medication types help ensure reports align with agency needs, compliance standards, and internal workflows.
Once medication types are created, you can add medications to a client's plan (Client Profile Overview: Medications). When logging a medication event, DSPs will be prompted to complete the fields associated with the selected medication type.
Goals
Configure goal tracking, field types, and preferences.
Disable caregiver goal rating: When enabled, DSPs are not required to rate goal activities when logging goal activity. Some agencies leave this setting disabled to collect feedback from DSPs about the goals. The rating is a scale from 0 to 10.
Add goal types to gather information from DSPs as they track and log goal progress. Goal types are customizable questionnaires to collect additional details specific to the goal.
To add a goal type:
Select the Goals card
Click + Add new type
Enter the Goal Type name
Customize the form using one of the following options:
Option 1: Copy fields from an existing goal type
Click the Select goal type dropdown
Choose the goal type you want to copy the fields from
Make any edits as needed or add additional fields
Click Save Changes
Option 2: Create the form from scratch
Click + Add Field
Enter the Field Name
Select the Field Type from the dropdown. Available options:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
(Optional) mark it as Required
Repeat these steps until all fields are created
Click Save Changes
Goal types can be Edited or Archived by clicking Manage next to the type.
Goal types help ensure reports align with agency needs, compliance standards, and internal workflows.
Once goal types are created, you can add goals to a client's plan (see Customizing Client Plans: Adding Goals). When logging a goal, DSPs will be prompted to complete the fields associated with the selected goal type.
EVV
Set up Electronic Visit Verification compliance settings and requirements.
Sandata Integration Status: When enabled, Giv will sync EVV data back to Sandata.
Legal
Manage privacy policies, terms of service, and compliance documents.
Privacy Policy
To add or edit the Privacy Policy:
Click Edit in the Privacy Policy section
Use the rich text editor to add, edit, and format your document as needed
Click Save changes
The Privacy Policy will be available in the mobile app under Settings for staff members to view.
Terms and Conditions
To add or edit the Terms and Conditions:
Click Edit in the Terms and Conditions section
Use the rich text editor to add, edit, and format your document as needed
Click Save changes
The Terms and Conditions will be available in the mobile app under Settings for staff members to view.
FAQs
To add a FAQ:
Click + Add FAQ in the FAQs section
Enter the Question
Enter the Answer
Click Add FAQ
Refresh the page
The FAQs will be available in the mobile app under Settings for staff members to view.
You can edit, move, or delete a FAQ at any time by clicking the three dots next to the FAQ.
Custom Fields
Create and add custom fields to the client, caregiver, and agency profiles.
To create a custom field:
Select the Custom fields card
Click Manage next to profile (Client, Caregiver, or Account)
Click + Add Field
Enter the name in New Field Name
Click the Type of Field dropdown and choose the desired field type. Available options include:
Date and Time
Long Text
Multiple Choice
Number
Photos/Video
Short Text
Signature (Digital or Drawn)
Single Choice
Toggle
Click Create New Field
You can edit or delete fields at any time by clicking the three dots next to the field and selecting Edit or Delete.
Agency Custom Fields
Once custom fields are added to your agency, they will appear in the Custom Fields section below Provider Information within the Provider Profile. To access them:
Click the dropdown arrow in the top left corner
Click Profile
To complete these fields, click Edit in the bottom right corner, enter the information, and then click Save.
Client Profile Custom Fields
Once custom fields are added for your clients, they will appear in the Custom Fields section of the slide-out menu within the client profile. To access them:
Click Clients in the left menu
Search for the client and select Profile
In the slide-out menu, either:
Click Custom Fields, or
Click Basic Info and then select the Custom Fields tab
To complete these fields, click Edit in the bottom right corner, enter the information, and then click Save.
Caregiver Profile Custom Fields
Once custom fields are added for your caregivers, they will appear in the Custom Fields section of the slide-out menu within the caregiver profile. To access them:
Click Personnel in the left menu
Click Staff in the left menu
Search for the staff member and click on their name
Click Custom Fields in the slide-out menu
To complete these fields, click Edit in the bottom right corner, enter the information, and then click Save.
Note: All custom fields will be available as options to include in generated documents, as well as in service record and claims tables.
For questions about feature settings:
Contact your Customer Success Manager
Or email: [email protected]