Team Birdie

Not sure which version you're using? Use this guide to help you!

How to tell which version of rostering you’re using

Charlotte

Sabrina Treitz

Osagie Noze-Otote

From planning a visit to filling the roster, this is where it all comes together.

Visit Planning, Scheduling and Rostering

Sign up to our training webinars on how to use the upgraded rostering system and live Q&A

Training Webinars For Upgraded Rostering

Get to grips with your upgraded rostering system!

Introduction to Your Upgraded Rostering

Learn how to get ahead with your rostering 

Rostering

The Roster tab puts you in control. View, search and customise your roster tab to suit you

An Overview of the Rostering Dashboard - Upgraded Rostering

Visualise journey times instantly with Birdie's travel time feature - ensuring smoother visit journeys and better care coordination.

How to Use the Travel Time Visual Feature- Upgraded Rostering

Learn how to assign visits on the template with a handy keyboard shortcut

How to Use Bulk Actions

Roster 

A short guide to understand your additional upgraded rostering reports

Breakdown of Each Birdie Analytics Report -  Upgraded Rostering

Use these reports to see your Carers' accrued and taken holiday since the start of the holiday year.

How to Use the Holiday Pay Reports on Birdie Analytics [beta] - Upgraded Rostering

Analytic reports connected to your upgraded rostering 

Upgraded Rostering Analytics

Add or update funding to new or existing visit schedules

How to Add Funding Information to a Visit- Upgraded Rostering

Link a client to a contract in a few simple steps

How to View & Add Client Funding- Upgraded Rostering

Learn how to override a rate cards for different visit set-ups

How to Override Pay Rate Cards - Upgraded Rostering

Learn how to set up funding and attach it to a visit schedule

Setting Funding

Learn how to select the correct template for your client's visits and how to fix common issues

How to Set Up & Troubleshoot Visit Templates - Upgraded Rostering

Easily configure the visit template and create a Client’s visit schedules

How to Create & Edit a Visit Schedule for a Client - Upgraded Rostering

Learn how to assign Carers to ongoing visits

How to Assign a Visit Schedule to a Carer - Upgraded Rostering

Learn how to assign two or more Carers to a visit with the Birdie Upgraded Rostering system

How to Schedule Two or More Carers for a Visit -Upgraded Rostering

Add training, supervision, shadowing and more to a visit schedule

How to Schedule Training & Supervision Visits - Upgraded Rostering

Quickly alter the time or duration of a visit, ensuring you keep up with last-minute care needs

How to Change the Time or Duration of a Visit- Upgraded Rostering

Last-minute cancellations are bound to happen - let's see how you can reflect this on Birdie to better audit your care history

How to cancel a visit

Learn how to create a visit that does not require a schedule

How to Create an Untemplated or One-off Visit -Upgraded Rostering

How to Skip a Task or Medication- Upgraded Rostering

Our latest improvement gives care managers even more control and confidence in the care their agency is providing.

How to Add and Edit Visit Notes - Upgraded Rostering

Learn more about visit overrides in upgraded rostering!

Visit Overrides - Upgraded Rostering

Learn how to create and manage your visits with runs

How to create and manage runs

Use the Timeline view to see who and what changes have been made in your agency

Understanding the Timeline - Upgraded Rostering

Learn how to schedule, edit and remove visits for your Client's

Visit Management

Introduction to the Activity Features- Upgraded Rostering

Seamlessly link tasks and medications to a visit with activity lists

Creating & Managing Activities - Upgraded Rostering

Divide a single list of activities into multiple smaller lists

How to Split an Activity List- Upgraded Rostering

Make care delivery easy and straightforward for carers by putting the tasks in order for them to follow

How to Change the Order of Tasks & Medications in The Activity List - Upgraded Rostering

Understand how to easily create and link activities to a visit

Activity Management

Learn how to search and add tasks to align with your Client's needs.

How to Create or Edit Tasks for Your Client- Upgraded Rostering

Learn how to create your first medication schedule for your Client so that you can link it to their activity list

How to Add a Medication Schedule for Your Client- Upgraded Rostering

Not all tasks will need to be done every day, you can easily reflect this on the Activity list for carers

How To Create And Assign A One-off Task - Upgraded Rostering

If you support clients who manage their own medication, this article explains how medications appear in upgraded rostering and what you need to do.

Managing Medications for Clients Who Self-Administer- Upgraded Rostering

Start by creating tasks and medications for your client

Setting up Tasks & Medications

All the information you need to get ahead with our legacy rostering

Legacy Rostering

Get to know some of Birdie's common Rostering terms, this will help you make the most out of our rostering platform

The Rostering Glossary of Terms

Find your Birdie flow with our helpful PDF downloads that guide you through the essential steps when using our rostering tools.

Follow step-by-step Birdie Rostering Flows

Articles to get you confident with Birdie Rostering

Getting Started with Rostering

Use the Roster tab to view, search and filter visits by care recipient or care professional

An Introduction to the Rostering Dashboard

Get the most out of your rota by customising your screen!

How to Customise & Configure Your Rota Screen Experience

Customise your visits tab by switching the travel time visual on or off.

How to Use the Travel Time Visual Feature

Assign Clients and carers to specific groups, so that you can quickly filter your view by team, branch or area in Birdie

How to Create & Filter by Groups in Your Agency

The Groups feature allows you to assign visits to Care Professionals and care recipients within a specific area.

Filtering the Rota by Groups

Get an overview of Birdie’s rota visuals to understand your team’s utilisation and how it complies with the Working Time Regulation.

How to Use the Team Utilisation Feature

Get the visibility you need into cancelled visits within the agency hub.

How to view cancelled visits and associated insights on the rota screen

Get to know all the features of the Roster Dashboard

Rostering Dashboard

When you have found that perfect match between a caregiver and a client you can easily assign them as the regular caregiver for the visit.

How to Assign Regular Carers to Visits

Template different carers for the same care recipient on an alternating basis.

How to Assign Regular Carers for Alternating Visits

Make scheduling a breeze by using a template to allocate visits to the best-suited care professionals

How to Apply a Template to Plan a Weekly Rota

Take the stress out of assigning Care Professionals to visits with birdie's auto-assign feature

How to auto-assign unallocated visits to a weekly rota

Use the Find alternative carer modal (FAM) to quickly assign a Care Professional to a visit

How to use the Find alternative carer feature

Learn how to fix common issues that may occur when you apply your template

How to troubleshoot when templating your Rota

Learn how to schedule visit 'runs' or 'rounds' and assign them to your Care Professionals

How to Create & Manage Runs in the Roster Dashboard

Learn how to template runs with regular care professionals assigned! This will save you time assigning runs manually each week.

How to Template Runs Using the Regular Carer Feature

Georgina Orchard

Learn how to use the template features and save time allocating visits

Templating & Runs

How to Cancel a Scheduled Visit

You now have the ability to block a Carer and Client from being matched for a visit

How to Block Carers & Clients From Being Matched

You can easily create visits and assign Carers via the visit planning page with Birdie rostering

How to Create a Visit Schedule for a Client

Easily assign two or more Care Professionals to a visit with the Birdie rostering system

How to schedule double-up visits for your Care Professionals on Birdie

Use Interaction Types to differentiate between care delivery, introductions, shadowing and more.

How to schedule Introductions & shadowing using Interaction Types in Birdie

Learn how to create a shadow or training visit for your Care Professionals and office team.

How to Create a Shadow or Training Visit on Birdie

Create shifts to easily schedule overnight and long visits on Birdie

How to Create Shifts Using Birdie Rostering [beta]

Match your Care Recipient's needs with a Care Professional with those skills to make sure they are receiving the best possible care

How to match a Care Professional's skills to a Care Recipient's needs

There are 95+ skills available in Birdie, allowing you to highlight Care Professionals' training and leverage these skills while matching.

List of Skills That are Available in Birdie

We understand that you may need to make changes to existing visit schedules, you can quickly and easily do this on Birdie.

How to Edit a Visit Schedule

Use this article to see how to update or change the allocation on a previous visit.

How to Update the Allocation on a Completed Visit

Lucy Palmer

Articles on how to match a Client with the right Carer

Visits

Our Visit Planning feature ensures your care recipients have a comprehensive list of tasks and medication to complete on their call.

How to turn Visit Planning on

Check the real-time visit completion of your Care recipient's visit plans with visit cards

What is a Visit card?

Ravi

Information before you get started with Visit planning

Getting Started with Visit Planning

To give Carers some time to complete their plans, you may want to alter the time or duration of a visit.

How to Change the Time or Duration of a Visit

If a Care Recipient's regular schedule changes you can use Visit Planning to update and reflect this.

How to End a Visit Schedule

How to Add & Edit a Visit 

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