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How to Select the Correct Visit Plan on the App

After clicking on your rota, you will be asked to select a visit plan. Here is how to select the right one.

Ravi avatar
Written by Ravi
Updated over 5 months ago

Please note: This feature is available to all non-integrated Birdie packages, if you do not have access to this, please reach out to your Customer success manager who can enable this for you.

These instructions are for agencies that do not use a rostering integration. If you use an external rostering platform such as Careplanner, Caras etc these instructions will not work.

Step-by-step

  1. Log into the app

  2. Click on the Visits tab (You will see all the visits assigned to you for the day. Use the search bar to see your visits for the week)

  3. Look at the time of the visit plan and not the name of the Care Recipient

  4. Pick the plan that is closest to the actual time

If the visit plan you choose is more than 30 minutes away from your rota time, you will get a warning message.

Once you click on the correct plan, carry out the tasks and medications within and complete your visit as normal- How to complete a visit on the Birdie app.

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