Accessing the claims management dashboard
Go to the Finance tab
Click Billing
At the top, click Try the New Experience (Beta)
Summary view
Displays a high-level breakdown of claims within a selected date range
Each row shows a service code and its total usage
Click any service code (e.g.,
T2016) to drill into detailed event times
🧠 While dates may not display in the row initially, they will appear upon export.
Exporting claim records
Click into a service row to preview event times
Click Export
View a preview of:
Code
Client
Date
Start/End Times
This exported data is useful for review, submission, or documentation outside of Giv.
Grid: service records view
Navigate to Grid: Service Records from the summary tab
Use filters or the search bar to manually review:
Shift dates and times
Individual service records by code or caregiver
🔎 Ideal for spot-checking or reconciling entries before creating claims.
Batch claims creation
Go to Batch Claims
View or create batches for grouped submission
Example: A batch for
MikeandJohn Jacobwith selected service codesUseful for organizing claims before pushing them into external billing systems
📂 Batches are saved and viewable by date of creation and client name.
Beta notice
This feature is still being improved. You may notice:
Minor layout issues
Features in development (e.g., inline dates)
Your feedback is valuable—please let Giv know if anything doesn’t work as expected.
Questions about using Claims Management?
Reach out to your Customer Success Manager
Or email: [email protected]