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Training Webinars For Upgraded Rostering

Get to grips with your upgraded rostering system!

Introduction to Your Upgraded Rostering

Charlotte

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

Release Notes

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