Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced, Plus, Care Management and Advanced Care Management packages (Also known as Care Management & Rostering, Care Management, Rostering & Finance, Premium) Please get in touch if interested in more information on this feature!
How to view a Care Professional's availability
To view a care professional's availability, go to your Team tab, and look for them by typing their name into the search bar or by scrolling down the page.
Click on the care professional, then on the Availability tab in the left-hand bar. If you're using absence management, this tab has been renamed to working hours however the functionality remains the same.
On this screen, you can view future and past weeks of availability by clicking on the left and right arrows at the top of the screen.
How to delete availability for a Care Professional
To delete a Care professional's availability, go into their Availability or working hours tab (depending on your package vesion). Select the availability you want to delete by clicking on it and then click on Delete Availability.
If your Care professional is absent due to sickness or annual leave, you should add this as an absence rather than deleting the availability. For more information on how to do this, read this article - How to book and cancel absences for a care professional.
You can choose to delete only this single instance, or all following instances in the availability schedule also.
When you delete an availability, this automatically removes the Care Professional from any assigned visits, giving you immediate visibility of the visits for which you need to find an alternative carer in the rota.
No need to remember to go and remove them from the rota later. This helps mitigate the risk of assigning a visit to a carer who is not available to work, and of missed visits.