Desktop Charting: Clocking In and Completing Shift Documentation

Caregivers can complete shift documentation through desktop charting or the Giv mobile app. Desktop charting allows caregivers to review client information and enter documentation using a computer.

By default, caregivers must be clocked in and actively running a service to complete shift-based charting. Depending on agency settings and caregiver permissions, additional access may be available to review client records, document outside an active service, or complete documentation after a shift has ended.

Every caregiver can access desktop charting:

After logging in, you will land on the My Shifts page.

At the top of the page, you will see your next scheduled shift. Select Go to shift to open it.

Below your next scheduled shift, you can view your upcoming shifts. By default, the list displays shifts scheduled over the next two weeks. You can adjust the date range to view past or future shifts and filter by client or status to find a specific shift.

If your agency has enabled post-shift reports, you may be able to open completed shifts to review previously submitted documentation and add or edit documentation, depending on your permissions.

To open a past shift, adjust the date range and select the shift from the list.

If post-shift reports is not enabled, you will see the following message: "You don't currently have access to view post-shift reports. Please contact your admin for assistance." Contact your agency administrator if you need access to past shift documentation.

If your administrator has enabled Advanced Charting Access on your caregiver profile, a Clients section will appear in the left-side navigation menu. This section displays the clients you have been granted access to.

Select a client to open their profile and view available information:

Important: Documentation added directly through a client's profile is not tied to a specific shift. It can be viewed by the admin team in the client's records.

With Advanced Charting Access enabled, you can also access client records and complete charting for clients you are not actively providing a service to. This can be useful for managers and other staff who need to review or update documentation outside an active service.

Without this access, you will see the following message when selecting a client you are not in service with: "You must either be in service or have been in service with [client] during this shift in order to view client records." Contact your administrator if you need access to records outside of a shift.

There are two ways to begin a shift before completing charting on your computer. Choose the method that works best for you.

Important: You must use the Giv mobile app to complete the clock-in process and start the service when your agency requires you to be clocked in and actively running a service before charting.

Use this option if you want to start your shift on your phone before opening desktop charting.

Your active shift should appear at the top of the My Shifts page as an in-progress shift.

You can now continue completing documentation on your computer.

Use this option if you want to begin the clock-in process on your computer.

Your shift should now appear as In Progress, allowing you to continue charting on your computer.

Once your shift is in progress:

The Clients section displays the clients assigned to the shift and the service currently in progress for each client, when applicable.

By default, you can access client records through a shift when you are in service with that client or have been in service with them during the shift. If Advanced Charting Access is enabled, you may also be able to access client records without an active service.

After selecting a client, you can add new documentation or review documentation already submitted during the shift.

Available documentation includes: notes, goals, medications, forms, and incidents.

The charting screen is divided into two sections:

Make sure you complete all required documentation for the client and shift before clocking out.

For instructions on completing documentation through the mobile app, see Documentation & Reporting.

Clocking out must be completed through the Giv mobile app. You can initiate the process from your phone or from desktop charting.

If your agency requires specific documentation before clocking out, make sure you complete those requirements first.

If your agency has enabled post-shift charting, you may be able to review, add, or edit documentation for a completed shift, depending on your access permissions.

The documentation will be saved to the selected shift.

If you cannot open a past shift or add documentation, contact your agency administrator to confirm that post-shift reports are enabled and that you have the necessary permissions.

For instructions on completing documentation for past shifts in the Giv app, see Completing Shift Documentation Post-Shift.