Please note: This is for those using our upgraded rostering; if you are already using rostering, please see this article.
Don't have access to upgraded rostering? Learn more here!
By ordering the tasks, you can make it clear to the carers when to give medications and when to complete certain tasks. This is useful if your client has medications that need to be given before food; for example, you can arrange for them to appear before a 'meal' task. This ensures your plans are effective and caring.
Changing the order of tasks & medications for a whole schedule
You can change the order of tasks and medications for an entire activity list.
When this is then linked to a visit schedule, the activity list order will be the same for every visit it is linked to.
Go to the client's Activity Template tab.
Find the activity list you want to rearrange
Click the arrows to show the full task and medication list.
To change the order, drag and drop the task or medication up and down the list.
You will see a pop-up box confirming your actions and reminding you that this task order will apply to every visit the activity list has been linked to.
Changing the order of tasks & medications for a single visit
Alternatively, you can change the order of tasks and medications for a single visit. You may want to do this if a particular visit requires a one-off change which will not be repeated.
Go to the client's Activity Calendar tab.
Find the visit on the specific day that you want to change the activity list for.
Click the arrows on the visit and drag and drop the task or medication up and down the list.
You will see a pop-up confirming your actions and a reminder that this will only affect the selected day.
How the order works on longer visits
Some visits cover more than one session, such as a morning and lunch visit, an overnight visit or a 24-hour visit.
These visits have more than one activity list.
In the Birdie app, carers see these lists in time order from the start of the visit. For example, a visit from 09:00 to 13:00 shows the morning list first, then the lunch list.
Drag and drop changes the order of tasks and medications within a list. It doesn't change the order of the sessions, so you can't move lunch tasks above morning tasks.
Carers see the whole visit as one list, without session headings.
Please note: exact-time medications appear in time order within their session by default. You can still drag and drop them into a different order.
Using split activity lists? If a visit has two lists from the same session, see How to Split an Activity List for how these are ordered.
Birdie Academy Video