Explore the Giv Dashboard

How to set agency settings and preferences in the Dashboard.

Overview: Feature Settings and Preferences

How to create and manage custom fields in the Dashboard.

Creating and Managing Custom Fields

How to create a note and assign it to a client.

Creating and Managing Notes

How to create goal types in the Dashboard.

Creating Goal Types

How to create incident types in the Dashboard.

Creating Incident Types

How to create medication types in the Dashboard.

Creating Medication Types

How to create new roles and customize access levels in the Dashboard.

Creating Roles and Access Levels

How to enable and configure geofencing in the Dashboard.

Setting Up Geofencing

How to enable and configure transportation tracking in the Dashboard.

Setting Up Transportation

How to navigate and use Settings within Giv.

Settings

Overview: Dashboard

How to navigate and use the Home section.

Home

Overview of the Calendar in the Dashboard.

Overview: Calendar

How to approve impromptu shifts in the Dashboard.

Approving Impromptu Shifts

How to find and correct past shifts in the Dashboard.

Correcting and Editing Past Shifts

How to create and schedule groups in the Dashboard.

Creating and Scheduling Groups

How to create past or backdated shifts in the Dashboard.

Creating Past or Backdated Shifts

How to create and edit single, recurring, open, and group shifts in the Dashboard.

Creating Single, Recurring, Open and Group Shifts

How to resolve caregiver clock-out issues in the Dashboard.

Managing Missed Clock-Outs and Shift Cleanup

How to manage and approve time change and past shift requests in the Dashboard.

Managing Time Change and Past Shift Requests

How to navigate and use the Shifts section.

Shifts

Overview of the client profile in the Dashboard.

Overview: Client Profile

Adding Clients

How to manage client plans in the Dashboard.

Managing Client Plans in the Client Profile

How to manage goals and track goal activity and progress for clients in the Dashboard.

Managing Goals in the Client Profile

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

Managing Medications in the Client Profile

How to manage shift notes and monitor submissions for clients in the Dashboard.

Managing Shift Notes in the Client Profile

How to configure post-administration notifications after a DSP administers medication.

Setting Up Post-Administration Notifications for Medications

How to view, manage, and export charting records in the Dashboard.

Viewing and Managing Charting in the Client Profile

How to navigate and use the Clients section.

Clients

Overview of staff and caregiver profiles in the Dashboard.

Overview: Caregiver Profile

How to add staff members and caregivers in the Dashboard.

Adding Staff and Caregivers

How to navigate and use the Personnel section.

Personnel

Overview of the Finance section in the Dashboard.

Overview: Finance

How to set up payers, create billing codes, and add client budgets in the Dashboard.

Adding Payers, Service Codes, and Budgets

How to edit service (billing) codes in the Dashboard.

Editing Service and Billing Codes

How to manage, submit, or export claims and service records for billing in the Dashboard.

Managing Claims and Service Records for Billing

How to navigate and use the Finance section.

Finance

How to send mass notifications to DSPs in the Dashboard.

Sending Notifications

How to navigate and use the Messaging section.

Messaging

Overview of the Reports section in the Dashboard.

Overview: Reports (Incidents, Reimbursements, Activity Logs)

How to navigate and use the Reports section.

Reports

How to create and assign forms to client plans in the Dashboard.

Creating and Adding Forms

How to create and generate documents in the Dashboard.

Creating Documents in Document Builder

How to navigate and use the Documentation section.

Documentation

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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