Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, Please get in touch to talk to a member of our team!
This report is designed to give you quick and easy insights into task delivery, transforming how you monitor, evaluate, and improve your care services.
The report provides comprehensive information on tasks, including:
Scheduled time
Completed time
Task category
Task description
Creation date
Notes
Completion status
Importance (standard or essential)
With our enhanced task reporting, you can now:
Track completion status with the ability to filter for completed and non-completed tasks
Identify essential tasks to prioritise critical care elements
Access task notes that detail how tasks should be completed during the visit
Review completion notes documenting the outcome of each task attempt
These capabilities provide a comprehensive view of care delivery, allowing for more informed decision-making and improved care management.
Setting Your Filters
Before you begin, you will want to ensure you have your filters selected so that you are viewing the most relevant information. This allows you to quickly see how many tasks are not being completed, or it allows you to see how good your task delivery is.
The report filters:
If the Client is a demo (Yes/No)- This filters out demo Clients from the report
Care tasks completed time- This filter can show you the time that tasks were completed. If you leave the filter as 'is not null', it will show you tasks completed at all times, or you can filter this down to specific times, such as 9 am
Branches name- This filter allows you to select one or multiple branches to view
Is task completed (Yes/No)- This filter allows you to see only completed tasks, not completed or both. When filtering for not completed, the completed time filter needs to be blank
Care task schedule importance- This filter will show you standard or essential tasks, or both. For more information on essential tasks, please see this article.
Unlocking Insights from Uncompleted Tasks
This report will give you critical insights as to why certain tasks were not completed. This information can indicate any potential issues in your care delivery process.
Using the columns Is Task Completed (Yes/No) and Notes, you can see if Carers completed a task and any supporting notes. With this information, you can gain insights into:
Care Plan Optimisation: Identify when care plans need adjustment based on realistic time constraints or Client preferences
Staff Development Opportunities: Pinpoint knowledge gaps that can be addressed through targeted training
Resource Allocation: Determine if call durations need adjustment to accommodate all required tasks
Strengthening Regulatory Compliance
In today's increasingly regulated care environment, documentation is everything. Our enhanced reporting features significantly strengthen your position when communicating with regulatory bodies such as Local Authorities (LA) or the Care Quality Commission (CQC).
This report can provide comprehensive evidence of:
Which tasks were successfully completed
Detailed staff comments on completed tasks
Documentation explaining why certain tasks couldn't be completed
This level of transparency demonstrates your commitment to quality care while protecting your organisation during regulatory reviews.
How to download the full rows
When viewing or downloading a report on Looker, it defaults to showing 500 rows, even if more rows of data are available.
You can change this by going to the data dropdown, and adding in a custom number e.g. 5000, then clicking run. This will update and show over 500 rows of data.
When you download the report from Looker, you can select All Results or a custom number of rows e.g. 5000, so that it downloads all the data for you.