Service Records document that services were provided to a specific member, within a specific group, on a specific day. They include all critical time tracking and notes completed by staff to ensure daily compliance. They are one of the most fundamental components to Kibu and your compliance.
DSPs track daily progress on assigned goals during their shift
Each goal appears with its specific tracking questions and response options
Goals can be marked as completed, attempted, or not applicable for the day
Responses contribute to the point-based tracking system for measuring long-term success
Use quick notes to document specific examples of goal progress throughout the
day - this helps create a more detailed record of the member’s achievements.
To start a service record, navigate to the group where the member is receiving services. From there, you can create a new service record for that individual at the beginning of each day, If a member is marked as present a record automatically gets created and is free to be edited.After staff members are assigned to individuals and service records are created, these records appear on each DSP’s home page as an incomplete service record. As DSPs complete their daily documentation, the records are removed from view. The ultimate goal is to have all records completed by the end of the day, resulting in a clear home page and 100% compliance .
Open the service record from your dashboard or group view
Fill out all required fields and necessary documentation
Use Magic Pen for timesaving
Review the information for accuracy
Click “Sign & Approve” to finalize the record
You can save partially completed records and return to them later in the day.
The record will remain in your incomplete list until signed.
Service records can be modified even after being signed if needed:
Access the signed record from the group’s documentation history
Make necessary changes or additions
Re-sign the record to save modifications
All changes are tracked in the record’s audit history
Ensure all documentation is accurate and complete before signing. While
records can be modified later, maintaining accurate documentation at the time
of service is a best practice for compliance.