Caregivers can use My Clients to submit documentation for assigned clients outside of a shift. Once submitted, the documentation is added to the client’s charting and can be viewed by admins in the Giv Dashboard.
This feature must be enabled by your admin team. When enabled, you can submit notes, goals, medications, client forms, and incident reports.
Note: Documentation submitted through My Clients is automatically added to the client’s charting but will not remain visible in the app.
Step 1: Access My Clients
Log in to the Giv app
Tap Settings
Select My Clients
Select the client you want to document for
Note: Only clients assigned to you through Client Access will appear in My Clients. If no clients are listed in My Clients, contact your agency administrator. Your admin team manages your client assignments and feature access.
Step 2: Add Documentation
Select the type of documentation you want to submit and complete the required fields.
Notes: Enter your note and tap Save.
Goals: Select the goal, enter the Time Completed, complete the required fields, and tap Log Activity.
Medications: Select the medication and complete the required fields, including whether it was administered or refused.
Client Forms: Select the form, complete the required fields, and tap Submit.
Incident Reports: Tap Report an Incident, select the Incident Type, complete the required questions, and tap Submit.
Step 3: Submit and Finish
Once submitted through My Clients, documentation is automatically added to the client’s charting and can be viewed by admins in the Giv Dashboard. A shift does not need to be started or completed to submit documentation.
What to Expect After Submitting
Submitted documentation will not remain visible in the mobile app:
Notes: After you enter a note and click Save, the note field will appear blank if you return to the page later. The note has still been added to the client’s charting.
Goals and Medications: Submitted events will not appear in View History after leaving and returning to the page, but they have been added to the client’s charting.
Client Forms: Submitted forms will not appear in the Submitted section, but they have been added to the client’s charting.
Incident Reports: Submitted reports will not appear in the Submitted section, but they have been added to the client’s charting.
Important: Be sure to submit your documentation before leaving the page. Any information entered but not submitted will not be saved.