Please note: This feature is available to all Birdie packages, if you do not have access to this, please reach out to your Customer success manager who can enable this for you.
This alert means that the scheduled end time of the visit card has passed, and Birdie has not received a record of the medication inside the card. This alert occurs approximately 60 minutes after the visit card's end time.
The reason this is generated is due to one of the reasons below:
The Care Professional has not yet checked in (or out) of the visit for the scheduled time
The Care Professional has checked in but the visit is still in progress
The visit was a double-up visit, and neither Care Professional has recorded an outcome for the medication/essential task
The visit has been completed however, the Care Professional was running behind schedule and recorded an outcome after the scheduled end time
To gain more information about which essential tasks and medications have not been completed, click on the alert card in the Inbox tab.
Auditing and resolving the alert
Scenario 1 - The Care Professional has not yet checked into the visit for the scheduled time
Go to the Inbox tab and check for a visit not started in time alert. If you have this type of alert it could mean that the Care Professional has not checked in at all, or they might not have had a phone signal during check-in. In this scenario, you can immediately call the Care Professional to find out the issue.
Scenario 2- The Care Professional has checked in but the visit is still in progress
Go to the Logs tab and check if the visit is 'in progress', the Care Professional could still be in the visit and overrunning. Alternatively, they may have lost phone signal during the call, or have forgotten to check out.
If the Care professional has forgotten to check out you can do this yourself by following this article - How to manually check-in and check-out a Care Professional, or you can get a member of the support team to check them out for you.
Scenario 3- The visit was a double-up visit, and neither Care Professional has recorded an outcome for the medication/essential task
You will also receive this alert on the Inbox tab If this visit was a double-up visit and no record of medication or essential task was taken.
If the visit is a double-up the app will not know which Care Professional is supposed to record the medications and tasks (including essential). This means the app will let both Care Professionals sign out without all medications or essential tasks having an outcome. We suggest assigning one person to take control of the medication and essential tasks to avoid any errors.
Scenario 4 - The visit has been completed however, the Care Professional was running behind schedule and recorded an outcome after the scheduled end time
This will look like a completed visit card however you will receive a visit plan not completed alert.
This happens when the Care Professional records an outcome for a medication or essential task but it was outside the scheduled time for the visit. For example, the visit ends at 2 pm but the medication or essential task was recorded at 2:15 pm. An alert is still generated for this at 2:30 pm, as it was not completed during the scheduled time.
Adding notes
Once you have found the alert it is important to log all your notes in the comments box of the alert and mark the alert as resolved to complete so that you can evidence this in the future.
You will also want to update the MAR chart (if applicable) to accurately reflect what was recorded during the visit.
