Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
If you need to update funding arrangements for visits, whether they've already happened or are scheduled for the future, you can update this information and any changes will be reflected on your Generate Invoices tab in real-time.
Before you start
Before you can update funding on visits, make sure you have:
Created a contract for the payer (e.g. a private contract or local authority contract). If you need to create one, see How to Add & Edit Contract Information.
Linked the contract to your client. This connects the funding arrangement to the specific client who will receive care.
If you've already done these steps, you're ready to update funding on visits.
How to update funding information
First, head to the Finance tab.
To update the funding for the client, you need to link the contract to the client. To do this:
Click on the Finance tab
Select Manage Invoicing in the left-hand sidebar
Click on Funding: Clients in the drop-down menu
Use the + button to add a contract for multiple clients
Or select your client from the main list and click Add contract to link a contract to one client.
Once you've linked a contract to the client, you can then set funding on their visits (see the next section below).
How to edit the funding on a visit
Once you have created the client funding, you are able to select this funding on the client's visits.
Click on the Clients tab and select the client you want to edit the funding for. Click on Visits on the left-hand side menu. Find the date from which this change needs to come into effect using the 'date' toggle at the top of the screen.
You can update funding starting from a specific date in the past or future. Select the visit scheduled for this date and click on Edit details.
You can then click on More options at the top of the screen and Set funding information to choose the new funding option you have created.
Once you have done this, click on 'Save funding information'. This change will automatically apply to all visits from this date onwards in the schedule. Visits before this date will not be affected by this change.
If you have created multiple visit schedules you will need to repeat this process for all of the visit schedules that require updating.
Cancelling the contract
If you're updating funding because you're switching from one contract to another, you may want to cancel the old contract once all visits have been moved to the new funding.
Click on the Finance tab
Select Manage Invoicing in the left-hand sidebar
Click on Funding: Payers
Find the payer with the old contract
Click on the contract you want to cancel
Click the bin icon and then click Cancel contract on the pop up
For more information, see How to Cancel a Contract.
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