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How to view uploaded documents in the Birdie app
How to view uploaded documents in the Birdie app

Share important information easily with your Care professionals

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.

Your Care professionals have the ability to see additional documents you upload on the agency whilst using their birdie app. This ensures they have all the information they need to provide the most exceptional care.

When providing person-centred care it is often the case that you end up with many documents, despite transitioning to being a paperless agency. Some of your documents may not be easily transferred to your agency hub, such as equipment handling instructions, DNAR forms etc.

This is why you can upload additional documents to your Care recipients profile here. For a step-by-step guide on how to do this please see this article - How to upload documents onto your care recipients' care plans

How to turn this feature on

As this is an opt-in feature, this means it may not be automatically enabled for your agency. To enable this feature, you will need to ask for it to be turned on by reaching out to your onboarding or account manager or by contacting the support team via the chat box.

For more guidance on how to upload documents please see this article - How to upload documents onto your Care Recipients' care plans.

Once you have enabled this feature for your agency and you have uploaded documents you can use the toggle function to choose whether this document is displayed to Care Professionals in the Birdie app.

Newly uploaded documents will always be 'Off' unless you choose otherwise.

Please note: The toggle determines whether individual documents are available in the app for Care Professionals, specifically. Admin users will be able to see all documents in eligible formats in the app.

What can Care professionals see on their app?

Care professionals will only be able to see .PNG, .JPEG and PDF file types in the app. You can upload documents such as Word and Excel files however these will not be visible to them.

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