Setting your agency's preferences helps tailor Giv to your workflows.

Account Settings: Preferences Overview

How to add admin users to the Giv Dashboard, generate secure login links, and assign appropriate access levels using roles.

Creating Users and Roles | Assigning Roles to Users

Before assigning services or running billing, make sure all your clients are properly added into the Giv system.

Caregivers (also referred to as DSPs) can be added to Giv either individually or in bulk. Here’s how to get started with both options.

A walkthrough on the finance section, to help automate Payment and Code management

Each tab in the client profile plays a specific role in enabling documentation, care tracking, and reporting.

Once a caregiver is added, you can manage their information, pay structure, documents, and internal notes from their individual profile.

Walk through creating and assigning a shift, from selecting a time and location to ensuring each caregiver can see their clients.

Recurring shifts allow you to automatically repeat a shift over a defined time period, saving time and reducing manual scheduling.

If a DSP or caregiver couldn't clock in due to network issues or other challenges, you can manually enter a past shift on their behalf

Walkthrough how to make shift corrections, if a caregiver clocked in late, stayed later than expected, or forgot to log documentation.

We walk through the need to fix the clock-in time, adjust a service window, or add missed documentation on a completed shift.

This guide will help you enable and configure transportation tracking in Giv.

Gain more control over billing—making it easier to track service codes, review shift times, and generate batch claims for submission.

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