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 prepare clients, budgets, staff, billing codes, and service records before submitting claims through Giv.

Preparing for Integrated Billing

How to create, review, and submit billing batches through Giv's Integrated Billing.

Submitting Claims with Integrated Billing

How to navigate and use the Finance section.

Finance

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Create your workspace and invite the people you work with.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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