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.
You can follow the progress of a visit in real time if your Care Professionals are connected to the internet.
Your rostering system's scheduled time will trigger late visit alerts if there has been no check-in logged after a specific number of minutes as well as underrun and overrun justifications. You can learn more about this here.
Visit card descriptions
Completed visits are in green, where a Care Professional has checked in and checked out.
You will see the Care Professional(s) who completed the visit card. The number of tasks completed over the total tasks in the visit, the number of observed completed medications over the total medications in the visit card, and the actual time of the visit.
Clicking on the visit will take you to the visit on the Log page, where you can see further information on the visit.
Visits in progress are in blue. This is when a Care Professional has checked in but has not yet checked out.
You will see the Care Professional(s) who are currently in the visit. The number of tasks completed so far, the number of observed completed medications so far and the live elapsed time.
Clicking on the visit will take you to the visit card on the Log page, where you can see the visit being completed in real-time if the Care professional is not using their phone in offline mode.
A not started visit card is red. This is when there has been no recorded check-in or check-out and the visit time has passed.
You will see how many tasks and medications were assigned to the visit, in the example above there are no tasks or medications.
Clicking on the card will open the right-hand sidebar for you to view all the exact tasks and medications that have not been recorded.
Future visit cards are purple. This means the visit card is planned for the future.
You can see the number of tasks and medications inside the visit. Clicking on it will show you all the tasks and medications in detail. You will also see who is assigned to the visit.
You can change the order of tasks and medications, remove them altogether, cancel the visit, or edit the visit.