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Your complete Birdie set up checklist
Your complete Birdie set up checklist

All of the steps you need to set up in order to get your care professionals reporting on the app in 4 weeks!

Osagie Noze-Otote avatar
Written by Osagie Noze-Otote
Updated over a week ago

Welcome to the flock! You're embarking on your Birdie journey, we can't wait to watch you take flight! Read on to learn exactly how to get started...

This guide will show you how to complete all the essential steps to make sure your care professionals are reporting in the app as soon as possible.

Download your personal checklist for taking flight with Birdie!

Get started with this set-up checklist complete with how-to guides, for total ease of onboarding. Download the checklist as a Word document or make a copy. To make sure you are hitting your goals, you should assign owners and due dates for each action:

For our partners using the Core, Advanced, Plus or Premium package for Roster, Finance and Care Management!

For our partners using Birdie's Starter package for Roster, Finance and Care Management!

For our partners starting out with Birdie's Care Management

Click on 'File' > 'Make a copy' to create your own personalised checklist!

Follow the steps below to set up each part of Birdie:

☑️ Start by adding your clients.
About Me empowers you to deliver truly personalised care.

Capture their availability for rostering with ease later.

Including tasks and medication for safe, effective, and personalised care.

☑️ Set up rates and funding for care.
Pay your carers for the outstanding care they deliver (and charge for the care too!)

☑️ Add your clients' visits.
You can build your visit template for quick, easy rostering.

☑️ Train your carers to use Birdie.
This is a breeze with the Birdie Academy!

☑️ Invite clients' families to Birdie.
The care circle app allows families to feel in the loop at all times.

☑️ Assign one weeks' rota and go live on Birdie! 🎉
Once your carers start reporting you'll have access to a host of auditing tools.

To truly master the Birdie solution, you should also enrol in the Birdie Academy. You can find a course that's right for you, depending on your role and responsibilities.

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