Team Birdie

Billy Yates

Sabrina Treitz

Osagie Noze-Otote

Articles introducing you to our built as one product and how to create visits and use our Rostering feature

For Rostering & Visit Scheduling

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

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]

Lucy Palmer

Articles on how to match a Client with the right Carer

Visits

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

Learn how to match a care professional skills to a care recipients needs 

Skills matching 

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

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

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

Edit & Cancel visits

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

Georgina Orchard

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

Templating & Runs

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

How to use the template features when you use runs

How to use the Runs feature

Add your Care Professionals to your Agency Hub and see how to fill out their profile

How to create a Care Professional's profile and invite them to Birdie

People management tools to manage your Care Professionals through onboarding, training and ensuring overall compliance.

How to Upload Skills & Onboarding Documents for a Carer

Record key details in the basic info section of each team profile.

How to Record Key Team Details Under Basic Info

Helpful workflows to remove availability and visits when a Care Professional is terminated in the Agency Hub.

How to record termination details for a Care Professional in Birdie

Quickly notify your Carers about any upcoming changes to their rota or any other relevant information - via the Agency hub.

How to Notify Your Carers Using the Message Centre

How can I correct or update my name on Birdie?

Articles on how to add key information about your Carers

Carer Management 

See how you can quickly add your Care professionals' availability on Birdie for easy scheduling

How to Create or Delete an Availability Schedule for Your Carers

Quickly schedule and cancel a care professional's absences, such as annual leave and sick leave, for easy scheduling

How to Book & Cancel Absences for a Carer

Quickly view and edit your Care Professionals' availability on Birdie for easy scheduling

How to view and edit availability for a Care Professional

How to add care professional availability & absences on birdie

Care professional availability 

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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.

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