Please note: If you do not have access to these features and you are interested in learning more about Birdie Analytics, Please get in touch to talk to a member of our team!
In today's care sector, agencies face a common challenge: delivering high-quality, compliant care while managing workforce pressures and financial constraints. The solution isn't about working harder – it's about working smarter with data that truly drives improvement.
That's why Birdie has developed the Pulse Dashboard. Working closely with care agencies, we've created an intuitive view that focuses on the metrics that matter most. From visit management to Client assessments, everything your team needs is now in one accessible place.
Let's see how the Care Management dashboard can transform your daily operations, use the Access the report button above to pull the report up!
Visit management at a glance
The Visits section of the dashboard gives you instant visibility of your scheduled care delivery.
Here you will be able to quickly see the number of:
Scheduled hours
Visits scheduled
Reported hours
Visits reported
Unscheduled visits
Scheduling gaps that need attention
The colour-coded service-type pie chart helps you to quickly spot trends in care requirements, making it easier to plan resources effectively.
Smart cancellation tracking
Understanding visit cancellations is crucial for both service quality and business efficiency. You will be able to monitor patterns in cancellations across your Client base and track the financial impact of them.
The cancelled visits dashboard enables you to see the number of:
Cancelled hours
Visits cancelled (includes temporary inactivity)
Hours cancelled with less than 24 hours' notice
Cancelled due to hospital, respite etc
% of cancelled hours with less than 24 hours' notice
This insight helps you plan ahead for seasonal changes, such as reduced hours during holiday periods.
Care delivery insights
The visit punctuality & call monitoring section keeps you informed of care delivery as it happens. Birdie tracks geolocation check-ins to verify care delivery and collects visit outcomes and notes.
This allows you to monitor:
Visit punctuality
Duration of the visits
Completion rates
Manual check-ins/out
Under or overrunning visits
This comprehensive view ensures Clients receive their planned care while meeting contractual obligations.
Client management
Staying compliant has never been easier. The Clients section clearly displays your initial assessment completion rates and flags any upcoming assessment renewals, as well as how many Clients you have gained or lost in a set time.
In the Clients section you will be able to see the number of:
Regulated Clients
New Clients
Clients lost
Clients with double-up care
The Client Assessment & Service Review section allows you to track service reviews and monitor action plans as they progress.
You will be able to see the number of:
Initial assessments completed
Clients with outdated assessments
Service reviews completed
Clients with outdated service reviews
This proactive approach helps you stay ahead of compliance requirements and ensures no important deadlines are missed.
Proactive risk management
The Concerns Overview section identifies and addresses concerns raised in your agency. This is essential for maintaining high-quality care and to ensure you are dealing with the concerns appropriately.
The Concerns Overview section will show you:
Patterns in concerns which help address risks before they escalate into serious incidents.
Clear records of concerns and resolutions demonstrating your proactive care management.
Accurate risk rate concerns to prioritise issues effectively, ensuring Client safety, regulatory compliance, and operational efficiency.
By tracking both concerns and compliments, you get a balanced view of service quality.
Service quality & accountability tracking
The Complaints and Compliments section highlights any complaints, compliments and actions that have been raised in your agency.
This is essential for maintaining person-centred care and to ensure you are dealing with any complaints appropriately.
This section will show you the number of:
Complaints received
Compliments received
Actions raised
Actions completed
Actions due
Overdue actions
You will also see a bar chart and a table regarding the status of your agency's actions. This quickly shows you who is assigned the most actions and who is completing them in a timely manner. This will help your agency maintain accountability.
Maximum & Minimum hours scheduled
The Hours Breakdown section shows you the maximum and minimum scheduled hours and hours reported in your agency as well as a daily breakdown.
This gives you a quick overview of whether you are meeting the hours of care required by your agency and where you may need to add additional hours.
How to download the full rows
When viewing or downloading a report on Looker, it defaults to showing 500 rows, even if more rows of data are available.
You can change this by going to the data dropdown, and adding in a custom number e.g. 10000, then clicking run. This will update and show over 500 rows of data.
When you download the report from Looker, you can select All Results or a custom number of rows e.g. 10000, so that it downloads all the data for you.