Please note: This is available for all Birdie packages.

Visits also known as calls, are where you will add the tasks and medications for your Care Professionals to see on the visit. You can add as many visit cards as you need to support the Care Recipient.

In order to schedule a visit for your care recipient, you first have to turn their visit planning on, you can check this by clicking on your care recipient's name and checking to see if they have a Visit tab on the left-hand side.

If it is not enabled you can do this by going to Settings and turning this on, the visits tab will appear on the left-hand side.

On the pop-up box, you can add details about the visit such as:

When you are done, Click Save Changes.

The times of day are stated below, it isn't possible to change these times:
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​Morning: 6:00 to 10:59
​Lunch: 11:00 to 13:59
​Afternoon: 14:00 to 17:59
​Evening: 18:00 to 21:59

Night: 22:00 to 5:59

When you click on the visit that you have just scheduled, you will be able to see information on the right-hand sidebar, such as:

You can change the details above by clicking Edit.

You can assign a Care Professional to attend this visit from this screen. In the right-hand box select Care team. You will be informed that there are currently no Care Professionals assigned to this visit and which ones are available for the visit

Once you have found an available Care Professional, click the three dots next to their name and click Assign to visit in the drop-down menu to assign them.

When you select this visit again you will now see that the Care Professional has been successfully assigned to this visit.

Please note: This is currently been developed as part of a limited beta. If you are interested in getting access to this feature please contact your customer success manager.

You can lock a visit that should not be moved within the rota. For example, if the visit has medications that need to be given at specific times or a Care Recipient needs their care to coincide with a particular appointment.

Go to the Care Recipients Visits tab and click on a visit. This will bring up the Visit details sidebar in which you will be able to see the toggle option allowing you to ‘Mark visits as do not move’.

Toggling this on means the visit can no longer be moved or edited in length using the drag-and-drop tool within the Roster tab. You will need to assign a Care Professional to the visit before you toggle the visit to do not move, this ensures that if the visit remains unallocated you are still able to assign it quickly.

On the Roster tab, you can lock a visit by clicking on a visit that has been assigned or that is in the unallocated section. On the drop-down menu select View visit details.

You can still make changes to a locked visit such as adding or removing medication. If you would like to make changes to a visit that has been locked, you can do so by clicking on Visit Details again and clicking on the Edit button.

Here you can continue to make changes to the time, frequency, skills and care team requirements. For more information on editing a visit schedule read the article here.

If you are using a rostering system you do not need to change the visit times on Birdie to match the scheduled times on your roster. For example, if you have a call every day at 6 p.m. for 45 minutes, but on certain days the call is 1 hour, you should not reflect this change on Birdie. To understand why, click here.

You do not assign Care Professionals to visits on Birdie. When care professionals are assigned to calls on the rostering system, they will see the visit card closest to their rostered time on their app.