Team Birdie

Billy Yates

Sabrina Treitz

Osagie Noze-Otote

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

Clementine Dugrand

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

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 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 

Release Notes

Need Support?

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.