Step 1: enable the transportation feature
Log into Giv and click the dropdown arrow in the top-right corner
Go to Feature Settings
Find the Transportation section
Toggle it ON
đ Note: This is OFF by default for new accounts
Step 2: create a transportation form template
Once the transportation feature is enabled:
Go to Forms â Form Templates
Click Create New Template
Name your form (e.g., âTransportation - Mileage Basedâ)
Check the box for âEnable Transportationâ
Choose:
Billing (if reimbursed by a payer like Medicaid)
Caregiver Reimbursement (if paid directly to staff)
Step 3: customize your form
Default transportation forms include:
Odometer Start
Odometer End
Clients Transported
Optional fields you can add:
Date/Time (even though this is timestamped automatically)
Travel guides or notes (especially useful for states that donât require odometer readings)
Additional form fields like drop-downs, checkboxes, or text areas
â ď¸ Odometer fields are currently required due to state requirements, but this will be updated in a future release.
Step 4: verify transportation data in billing
Go to Billing â Billing Summary
Use the filter to view Distance or Trip-based transportation data
Mileage-based entries will show odometer-based calculations
Trip-based forms can be tracked and reported separately
đ Important:
To appear in the billing summary, the form must be marked as a transportation form. Simply naming a form "Transportation" is not enoughâyou must check the âEnable Transportationâ box when creating the template.
Step 5: make the form available to staff
Once created, transportation forms will automatically be accessible to staff with permission to complete them.
For additional support:
Reach out to your Customer Success Manager
Or email: [email protected]