Get up to date on the account settings changes we have made for more customization

Account Settings

We have added more functionality to the "claims" section to move towards a full cycle Revenue Management system within Giv.

Claims Management

Custom Incident Type

We’ve made it easier than ever to manage billing in Giv. Administrators can create billing records without needing to first create a shift.

Manual Billing Record Creation

Hover over any shift to instantly see important details, making it easier to stay informed without clicking into each event.

Hover Cards on Shift Calendar

Create and manage shifts faster with our new calendar view—streamlining scheduling into a visual, intuitive experience.

New Shift Creation Flow V1

Now create recurring shifts directly within the new shift creation flow, making it easier to schedule repeat staff-client engagements.

New Shift Creation Flow V2 - Recurring shifts

Agency Admins can now edit existing billing codes, even after those codes have been used in billing records.

Billing Code Editing Flow

Chart for any client on a shift, not just assigned ones.

Advanced Charting

This release gives Administrators the ability to define exactly what fields Staff are required to complete when logging Goals and administering Medications.

Custom Goal and Medication Types

Track and document goal attempts with accuracy. Whether a client completes a task or refuses, staff can now log each attempt and reason, ensuring every effort is captured for clear,…

Goal Attempts

Easily manage staff, roles, and permissions from one place. This update streamlines setup, expands bulk upload options, and simplifies role creation and permission management.

Unified Staff (Phase 2 of Roles and Permissions work)

Set and track billable service limits in real time. These new tools help agencies stay compliant, prevent overbilling, and give teams clear visibility into remaining units and budgets.

Custom Budget Maxes

Administrators can now create and add custom fields to client, caregiver, and agency profiles, giving agencies more flexibility to capture the information that matters most.

Custom Fields

Detect scheduling conflicts instantly. Real-time alerts help prevent overlapping shifts, reduce billing errors, and keep schedules compliant.

Shift Conflicts

Easily organize staff and clients with Groups. This new feature streamlines scheduling and management for day programs, group homes, and other high-volume care settings.

Groups

Create and manage shifts without assigning a client. Staff-Only Shifts make it easy to schedule trainings, meetings, and other internal activities while keeping scheduling flexible.

Staff-Only Shifts

Grant the right access to the right people. Roles & Access Levels lets agencies control who can view or edit each part of the Dashboard with flexible, role-based permissions.

Roles & Access Levels

This release empowers caregivers to request edits to their own shift times, and gives admins a streamlined way to review, approve, or deny these requests directly from the dashboard.

Time Change Request

This release adds custom fields across key claims and billing workflows—making it easier to meet state, county, and payer-specific requirements with confidence.

Adding Custom Fields to Billing Reports

We’ve introduced Open Shifts, a new way to simplify scheduling and improve coverage flexibility for your team.

Open Shifts

This release introduces the ability to add photos to medications in client profiles.

Medication Photos

Giv introduces Activity Logs (also known as Audit Logs), a comprehensive tracking system that provides visibility into all changes and activities happening within your account.

Activity Logs Release Notes

Giv introduces the ability to bring Client Profile data into Document Builder, enabling agencies to create customizable documents with dynamic client information

Client Data in Doc Builder

Product updates

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