Similar to charting in the Giv app, caregivers can also complete charting through the desktop. Some caregivers prefer using the desktop because it may be easier to review and enter documentation on a larger screen.
By default, caregivers must be clocked in and running a service to complete charting. However, admins can enable a setting that allows charting to be completed after a shift has ended.
If your agency requires caregivers to be clocked in and running a service before completing charting, this must be done in the Giv app. To get started:
Log into the Giv app
Start the shift and service for the client
Once the shift and service are started in the app, you can then log into the desktop to complete charting.
If you would prefer to complete charting directly in the app, see Documentation & Reporting.
Step 1: Logging In
Once you are clocked in, you can complete charting through the desktop:
Open an internet browser and go to dashboard.giv.plus
Enter your phone number and password (the same credentials used to log into the app)
Enter the confirmation code
After logging in, you will be taken to the My Shifts page. If you are currently in a shift, an In-Progress Shift banner will appear at the top of the page.
Below the banner you will see a list of upcoming shifts. By default, this view shows shifts scheduled within the next two weeks. You can adjust the date range to view past shifts or shifts further in the future. You can also filter the list by client or status.
Step 2: Navigating to Shift
To navigate to the shift:
Click Go to shift in the top-right corner
Select the client
The Clients section displays the clients assigned to the shift, as well as the service currently in progress for each client, if applicable.
Step 2: Completing Charting
Once you select a client, you can add new notes, goals, medications, forms, and incidents, as well as view everything that has already been submitted during the shift.
The left side of the screen is used to submit new documentation. Select the appropriate tab, complete the required information, and click Save. The right side of the screen shows a history of all charting completed for that shift.
Completing Charting For Past Shifts
If enabled by your admin team, you can add charting for past shifts. To do so:
Login to the desktop
Find and click on the shift
Select the client
Select the appropriate tab (Notes, Goals, Medications, Forms, or Incidents)
Complete the required information
Click Save
The charting is saved on that individual shift. For information on how to complete charting in the Giv app, see Completing Shift Documentation Post-Shift.
For questions about desktop charting:
Contact your agency admin
Or email: [email protected]