The Dashboard serves as the administrative portal for the Giv system. It is the central hub where agency leadership configures, manages, and oversees all operations.
The Dashboard has three core purposes:
Configuration and setup
Creating and managing clients, staff, budgets, service codes, and workflows
Defining staff roles, permissions, and access levels
Setting compliance rules and requirements
Real-time operational visibility
Monitoring active clients and caregivers
Tracking shifts
Viewing and managing incident reports
Monitoring budget utilization and expiring documents
Compliance and error prevention
Enforcing document requirements before DSPs clock out
Auto-alerting on expiring budgets and documents
Capturing incident reports in real time for state submission
Tracking training logs and acknowledgments for audit purposes
Through the Dashboard, administrators also control what information DSPs can access within the mobile app.
Home
Monitor your agency's performance with real-time operational insights. View key metrics at a glance and manage important tasks directly from your dashboard:
Overview: View a high-level summary of Active Caregivers, Active Clients, Scheduled Shifts, and Completed Shifts for your selected timeframe. Click the Manage button to see further details.
Expiring documents: Stay ahead of lapses by monitoring upcoming expirations for client and caregiver documents. Click View all for a full report. Hover over a specific document and click View Document to see further details.
Unverified Incidents: Identify all unverified incident reports at a glance. Click View all for a full report. Hover over the incident and click Details to review the specifics.
Pending Approvals: Quickly review and approve all impromptu shifts. Hover over the shift and click View Shift to approve or reject the shift.
Expiring Budgets: Track budgets nearing their end dates. Hover over any entry and click Details to review the specifics.
Budget Overview: Get a high-level look at your budget health by comparing total allocated funds against actual usage for your selected timeframe.
Shifts
Schedule and track shifts in real-time. This section includes 3 subsections:
Calendar: View all all shifts in a calendar format. Most of your scheduling work will take place here. Use the filters above the calendar or the Filter by panel on the right to narrow your view.
Scheduling: View all one-time shifts in a list format. Use the Filter by Status dropdown or the search bar to find shifts by client or caregiver.
Recurring Shifts: View all recurring shifts in a list format. Use the search bar to find recurring shifts by client, caregiver, or shift name.
Important: Create all shifts in the Calendar.
See Navigating the Calendar and Creating Shifts for more details.
Clients
Manage client data and shift workflows for DSPs. Add clients, input ISP data, set goals, add medications, create behavior plans, assign shift notes, and more. See Client Profile and Customizing Client Plans for additional details.
Personnel
Manage staff profiles and system access. Add staff members, assign roles and permissions, and customize individual settings. See Caregiver Profile for additional details.
Finance
Configure and manage payers, service codes, and claims to support your billing and payroll processes. This section includes 4 subsections: Claims, Payroll, Codes, and Payers.
Claims: Review service records, audit billing, generate claims, and manage exports.
Payroll: View total hours worked and estimated pay for each staff members.
Codes: Add and manage all billable services your agency provides, including modifiers and rates.
Payers: Add and manage the payers your agency bills, such as Medicaid or private pay.
The setup of Payers and Service Codes are the first two step when configuring your system. This must be done before you can create budgets for clients.
See Adding Payers and Services Codes and Managing Claims and Service Records for more details.
Messaging
Send out mass notifications to all DSPs. See Sending Notifications for more details.
Reports
Access tools to monitor incidents, track reimbursements, export billing and charting information, and review account activity. See Overview: Reports for more details.
Documentation
Create and manage forms and documents for admin and DSP use. See Creating and Adding Forms and Creating Documents in Document Builder for more details.
Feature Settings
Set up and personalize your settings and preferences on the agency level. Click the dropdown arrow in the top left corner and select Feature Settings to get started.
See Overview: Feature Settings for more details.
Roles & Permissions
Create and manage staff roles and access levels. Click the dropdown arrow in the top left corner and select Roles & Permissions to get started.
See Creating Roles and Access Levels for more details.
Compliance
The dashboard enforces compliance by design with built-in safeguards:
DSPs cannot select a service code if the budget is expired or exhausted
DSPs cannot clock into a client they haven't been trained on
Incident reports trigger immediate admin notification
DSPs cannot clock out until shift notes are complete (optional setting)
DSPs cannot clock into shifts until within a set radius (optional setting)
For questions about the Dashboard:
Contact your Customer Success Manager
Or email: [email protected]