Overview
We’ve made it easier than ever to manage billing in Giv. With this update, administrators can now create billing records without needing to first create a shift.
Whether you're entering past records or using Giv for billing-only workflows, this new feature saves time and simplifies the process.
What You Can Do Now
Create billing records directly from the billing pages
Skip the shift creation process entirely
Add multiple records quickly (great for high-volume billing workflows)
Only the essentials are required:
Client Name
Billing start and end date
Billing Code
Number of Units
You’ll still be able to add extra details like caregiver name or address, but they’re no longer required for manual billing entries.
Missing Info? No Problem
If you leave out fields that Giv usually requires (like EVV location), we’ll flag those visually—but you can still create the record. That way, you can stay flexible and move fast, just like agencies have always done with traditional billing.
Budget Checks Built In
When you manually create a billing record, we’ll automatically:
Check if there’s enough available budget for that client
If not, we’ll show you an “Are you sure?” message so you’re fully informed before proceeding
If you choose to continue, the client’s budget will be updated to reflect the new billing record
Why This Matters
No more jumping between shifts and reports just to bill a service
Faster, more flexible workflows—especially for billing-only use cases
Keeps your client budgets accurate and up to date, even for manual entries
Impacted Users
This release impacts Administrators. Mainly those who are responsible for billing within their Agency. Bug fixes should be unnoticed by users as fixes were made to ensure current functionality works as expected.
New Features and Feature Enhancements
To create manual billing records you’ll navigate to the “Claims” pages under the “Finance” section of the side navigation bar you see on the home screen.
Then, you’ll select “Create New” and select “Create New Record(s)”
Once you select “Create New Record(s)” you’ll be redirected to a new page where you can create records manually
On this page you can create records manually. The following is the info we ask for when creating records:
Client Name (Required)
Billing Start Date (Required)
Billing End Date (Required)
Service Code (Required)
Units (Required)
Staff
Address
Once all the required info (and any of the other info) is filled out and you click “Save” in the top righthand corner, you’ll be redirected to the “service” records page and the record (or records) you just created will be highlighted green
