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How to add a care plan for a Care Recipient
How to add a care plan for a Care Recipient

A digital tool to guide the creation of effortless, holistic and person-centered care plans.

Luke Cullimore avatar
Written by Luke Cullimore
Updated over a week ago

Please note: The following feature is available for all of Birdie’s packages.

Our digital care planning feature allows you to digitise your care assessments which saves time but also allows you to create a task plan with ease. These are easy to update ensuring that you are responsive and deliver the best care possible to your Care Recipient.

Carrying out a needs assessment allows for a greater understanding of an individual's physical, mental and emotional needs and exactly what type of support will be beneficial to them. Below, we will show you how to create a care plan in Birdie, how to download it into a document and how to link other relevant assessments to it.

Pro tip: If you have older care plans for the same Care Recipient, you can upload them using the document uploader.

Before you begin! Each Care Recipient receiving care from your agency should have a care plan. This should ideally be in place before visits begin to be delivered, to ensure that the care being delivered is effective and meets the needs of the Care Recipient.

At a minimum, you should aim to complete the 8 initial assessments - You should then select additional assessments based on the specific needs and risks of that Care Recipient. You do not need to complete every additional assessment for each Care Recipient if it is not relevant to them. For more guidance from the CQC about care plans please see this link here.

How to create a Care Plan on Birdie

In the Agency Hub, go to the Clients tab and select the Care Recipient for whom you would like to create a care plan. Click on Care Plan on the left-hand sidebar and you will be taken to the Care Plan hub.

Add personal details

If it is a new Care Recipient you can add personal details by clicking on the About me tile and then clicking on the edit button Edit to add personal information such as contact details, medical history and future planning. Click on Submit when you are done.

Needs Assessment

Under the initial assessments section, you will find 8 different categories for you to work with. In each category, you will be asked a number of questions about your care recipient so you can create a person-centred care plan that fully understands their needs.

We also have many additional assessments for you to fill in to ensure all the important details of your Care Recipient's care are documented.

Completing a digital care plan on Birdie

When you click into a care plan you will see four areas that you will need to fill out: Needs assessment, Assessment summary and outcomes, Tasks and Risks/mitigations.

Assessment summary and outcomes

Click on the box under Assessment Summary and Outcomes. This box is free text and is an opportunity for you to record and really personalise what your Care Recipient would like to achieve with regard to their personal care. Click on Save changes when you are done.


Once you have recorded all of the outcomes, for this category you will be asked to complete 'Tasks' which will help the Care Recipient achieve those outcomes. Start typing the task that you want to add and you will be shown a number of options.

Select the task you would like to add from the drop-down list and then follow these steps when the pop-up appears:

  1. Select the days on which the task should be completed

  2. Choose the time of day

  3. To save it, click on 'Add to task list'

The task will now appear in a list below the entry box and will then be shown automatically in the Task planner and on the carer app.

Risks and mitigations

If a Care Recipient presents with a risk, that needs to be recorded, this can be done in this section. To add a risk or mitigation, click Add new risk, this is a free text field allowing you to add as much detail as needed. You can also add a level of risk and when you have finished simply click the Save button.

When adding details about a particular risk, you can associate that risk with more than one assessment, saving you time and reducing the need to input the same risk across multiple different assessments. You can do this when adding a risk by selecting the relevant assessments from the drop-down list.

For condition-specific and Control of Substances Hazardous to Health (COSHH) assessments, you can choose which condition or substance to link the risk to.

You can navigate back to the Care Plan hub by clicking on Care Plan on the left-hand side menu. A green tick will appear on the tile that you have just completed with a date that will enable you to easily see if this section needs to be updated.

Care Professionals will be able to see these risks and mitigations within the Birdie app under Care plan by category. They will need to update and refresh their Birdie App to benefit from this.

Upload documents for additional assessments

If you have any additional risk assessments or care plans that you would like to upload for your Care Recipient then you can use the document uploader.

Click on the Documents tile from the Care Plan hub page. Drag in any files which you would like to be uploaded to the care plan. These will then be accessible from this page in the future.

How to download a PDF of the Care Plan

Once you have completed the care plan, you can download it as a PDF and share it with your Care Recipient. Access the Care Plan hub page and click on Download documents. Here you can download them individually or all of them.

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