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Managing Medications in the Client Profile

How to manage medications and track medication administration for clients in the Dashboard.

The Medications section of a client’s profile allows admins to create and manage medication records, including medication names, dosages, administration instructions, and scheduled administration times.

Once medications are added, DSPs can view them in the Giv mobile app while working with the client and electronically document medication administrations and refusals. The Meds section of the mobile app functions as the client’s electronic medication administration record (eMAR).

Important: Medications must be added to the client’s profile for DSPs to document their administration or refusal in the app.

Before creating a medication, you must first create a Medication Type. Medication types are customizable questionnaires that determine which questions DSPs must answer when documenting a medication administration.

See Creating Medication Types for more information.


Step 1: Navigate to the Client Profile

To access the client's profile:

  1. Click Clients in the left menu

  2. Search for and select the client

  3. Click Medications in the slide-out menu


Step 2: Create a Medication

To add a medication to the client plan:

  1. Click + Create Medication

  2. Fill out the medication details

    • Medication Type: Select the medication type that determines which questions DSPs must complete when documenting administration (optional)

    • Medication: Enter the medication name

    • Dosage: Enter the numerical dosage value only, such as 10. Do not include the unit in this field

    • Unit: Specify the dosage unit, such as mg or mL

    • Specified Route: Enter how the medication is administered, such as orally or by injection

    • Description: Enter relevant medication instructions or additional information. This field is required

    • Side Effect: Document any relevant side effects

    • Upload Images: Upload up to four images to help DSPs identify the medication or reference important medication information (optional)

    • Psychotropic: Select this checkbox if the medication is psychotropic (optional)

Note: If no Medication Type is selected, the DSP will only be prompted to enter the Time Administered and Details when documenting the administration.


Step 3: Set Up Medication Reminders (Optional)

Use the Administration Times section to schedule medication reminders. Each time you enter will trigger a push notification to caregivers who are in service with the client, reminding them when the medication should be administered.

Step 1: Select a Frequency

Choose the appropriate option from the Frequency dropdown.

Option 1: Daily/Weekly

Use this option to schedule reminders on specific days of the week.

  1. Select the days of the week when reminders should be sent

  2. Enter the time for each reminder

  3. Click Add time to add additional reminders for a day, if needed

If reminder times vary by day, enable Time varies daily to enter different times for each day of the week.

Option 2: Monthly

Use this option to schedule reminders monthly. Select either a specific day of the month or a specific day of the week and occurrence, then enter the reminder time.

Option 3: Custom Interval

Use this option to schedule reminders at a repeating interval.

  1. Enter how many days the reminder should repeat

  2. Enter the reminder time

  3. Click Add time to add additional reminders, if needed

For example, you can set a reminder to repeat every two days.

Step 2: Set the Start and End Dates (Optional)

  • Start date: Enter the date the reminders should begin.

  • End date: Optionally enter the date the reminders should stop.

If an end date is entered, the medication will be automatically archived when that date is reached.

Caregivers who are in service with the client will receive push notifications 10 minutes before each scheduled reminder time.

Note: If the above fields are missing from your Administration Times section, contact Giv Support to have this setting enabled.


Step 4: Save the Medication

Once you have entered the medication details and configured the administration schedule, click Save.

The medication will then be available for caregivers to view in the mobile app while working with the client. DSPs can use the app to document medication administrations and refusals.


Editing and Archiving Medications

To edit or archive an existing medication:

  1. Navigate to the client’s Medications section

  2. Locate the medication and select View details

  3. Click the three-dot menu

  4. Select Edit or Archive, as needed

Archived medications no longer appear in the default active medication list.

Note: Medications with an end date are automatically archived when that date is reached.


Tracking Medication Administration

Administrators can review medication administrations, refusals, and missed doses from the client’s profile. Medication activity can be reviewed in Charting or through the Meds Administration overview.

Reviewing Medication Charting

To view medication administration records:

  1. Click Clients in the left menu

  2. Search for and select the client

  3. Click Charting in the slide-out menu

  4. Click the Medications tab

Use the search bar to find specific records by keyword, or filter the results by creator and date range.

Viewing the Med Administration Overview

To review medication administration trends and compliance:

  1. Click Clients in the left menu

  2. Search for and select the client

  3. In the client's Dashboard, click the Meds Administration tab

This tab includes three reports:

  • Administration Summary: Displays medication administration statuses, including Late, Missed, Refused, and On Time. You can filter the summary by medication

  • Refused and Missed Meds Report: Lists medications that were refused or missed, including the medication name and date/time

  • Medication Administration Record: Displays completed medication administrations by date and scheduled administration time

Use these reports to monitor medication activity, identify missed or refused doses, and review administration history.

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