Step 1: create the past shift
Click Shifts in the left menu
Click Calendar in the left menu
Click + Create Shift
Set the Start date and time and End date and time using the calendar and time pickers
Enter the service Address (optional)
Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.
Assign each client to their primary and backup caregivers (a shift cannot be created until each client has at least one caregiver assigned):
Option 1: Drag and drop the caregiver onto the client
Option 2: Click Assign staff on each client and select the caregiver from the list
Click Create shift
Click Proceed on the Book Shift pop up
Important: The shift will be in the Missed status until the Billing record and Payment records are created.
Step 2: add billing record
Click on the Billing tile
Click + Add Record
Fill out the required information:
Client name
Caregiver name
Start Time and End Time
Location
Billing Code (will only show active billing codes based on the client’s budget)
Click Save
Click Confirm
Step 3: add payment record
Go back to the Shift Overview and click the Payments tile
Click + Add Record
Fill out the required information:
Caregiver
Start Time and End Time
Location
Rate (per hour or per day, as applicable)
Click Save
Step 4: add post-shift reports (optional)
If the DSP has access, they can log into the Giv app and:
Fill out post-shift notes
Log goals, medications, or incidents
Alternatively, an admin can enter this info manually:
Go to the caregiver’s shift
Click on the Charting tile
Click on each tab (i.e. Notes, Goals, Medications, Forms, and Incidents)
Add relevant details (i.e. notes, administrations, refusals, outcomes)
If you have questions about past or backdated shifts:
Contact your Customer Success Manager
Or email: [email protected]