How to add clients through the Giv Dashboard.

Adding Clients

How to set up payers, create billing codes, and assign those codes to clients.

Adding Payers, Service Codes, and Budgets

How to add Staff Members and Caregivers (i.e. DSPs) through the Giv Dashboard.

Adding Staff and Caregivers

Correcting Shifts

How to create and add forms for DSPs to complete during their shift.

Creating and Adding Forms

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

Creating Missed or Backdated Shifts

How to create new roles and customize access levels for those roles.

Creating Roles and Access Levels

How to customize the client plan for DSPs to fill out during a shift.

Customizing Client Plans

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

Overview: Account Settings and Preferences

How to view, track, and export billing information.

Overview: Billing and Claims

Overview of the staff member and caregiver profile in the Giv Dashboard.

Overview: Caregiver Profile

Overview of the client profile in the Giv Dashboard.

Overview: Client Profile

Overview of incident reports in the Giv Dashboard.

Overview: Incident Reports

How to create single, recurring, and open shifts.

Scheduling Shifts

How to send a mass notification to all DSPs.

Sending Notifications

How to enable and configure transportation tracking.

Setting Up Transportation

Getting started (Admin)

Find answers and get help from Intercom Support and Community Experts

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