Team Birdie

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

Billy Yates

Georgina Orchard

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

Templating & Runs

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