Team Birdie

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]

Sabrina Treitz

Billy Yates

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

Release Notes

Find answers and get help from Intercom Support and Community Experts

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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.

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.

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

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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.

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