Please note: This article is for those using our upgraded rostering. If you don't have access to upgraded rostering yet and would like to learn more, you can book a demo with our team.
For clients who manage their own medication, having a clear and accurate overview is essential. This guide explains how this information appears in our upgraded rostering and what you need to do.
How self-administered medications appear in upgraded rostering
When you select "we do not provide medicine support" for a client, their scheduled medications will still appear in:
Activity Template
Activity Calendar
Visit Details
Why does this happen?
In upgraded rostering, activities (tasks and medications) are organised into activity lists. This is designed to ensure nothing gets missed and to make care planning more structured. However, it means that medications can appear in visits through activity lists even when the "we do not provide medicine support" setting is selected.
When medications are linked to visits through activity lists, carers will see them in the Birdie app—even when the client is set as not receiving medication support.
Activity lists are groups of tasks and medications that are linked to specific visits. Learn more about how activity lists work.
How to set medication support for a client
You can configure medication support from two places. This includes noting if they are self-administering:
Via the Client Information tab
Select the client
Go to the Client information tab
Click Clinical details
Click any of the Edit buttons on the right-hand side
Under Health details, find the Medical Support section
Select 'We do not provide Medicine support'
Click Submit
Via the Medication tab
Select the client
Go to the Medication tab
If you have not entered medication information yet, you will need to complete:
Allergies
Dr Details
Pharmacy details
Medicines support
Select 'We do not provide Medicine support'
Click Save Changes
Medication management for self-administering clients
For Care Managers
Only schedule medications in Birdie that you intend a carer to deliver. If a client self-administers their medication, record this information in the Medication Assessment instead of scheduling it in Birdie. This keeps the information visible for your records without creating tasks for carers.
Medication assessment
If you do need to schedule medication for carer delivery, follow this article for more detailed guidance - How to Add a Medication Schedule for Your Client- Upgraded Rostering. The medication will now appear in your Activity Template and can be linked to visits.
For Carers
If you see a medication linked to a visit for a client who self-administers:
Do not administer the medication
Open the Birdie app and check into the visit
Go to Tasks & Medications
Tap on the medication
Tap Record dose at the bottom of the screen
Select 'Not observed'
Choose the reason 'self-administered' (or follow your agency's policy)
Add any notes if needed
Continue with the rest of your visit as normal
If you need more guidance on how to record medication in the Birdie app, please see this article - How to Record & Administer Medication Using the Birdie App.
Important: You must record an outcome for each medication before you can check out of the visit.
What's changing?
We are working on an improved workflow for medications that are not intended to be delivered by carers. This will prevent them from appearing in activity lists and the carer app.
Make sure to follow our product board to see timelines, updates, and to post feedback directly to our team.
Need help?
If you have questions about managing medications for self-administering clients, contact the Birdie Support Team by clicking the speech bubble icon in the bottom right of the Agency Hub, or email [email protected].