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How to audit Care Tasks on Birdie Analytics

Learn how to easily audit your clients Care Logs

Amy Grant avatar
Written by Amy Grant
Updated over a week ago

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!

With Birdie analytics being an incredibly powerful tool, birdie wants to ensure you get the best possible experience from using it. One example of its powerful auditing capabilities is for Care Tasks auditing.

Care Tasks auditing is reviewing your past Care Tasks results over a period of time, to identify which care recipients have tasks that are completed or uncompleted. If you find that a care recipient's tasks are not being completed, this could be an indicator that their needs have changed.

Having clarity over this will not only increase care quality for the agency but become a key piece of information to present when undergoing a CQC inspection.

Where Do I Start?

When looking to audit your care recipient's tasks, the first place to start is to get an overview of the percentage of tasks that have been successfully completed for a period of time.

  • Successfully completed means a task outcome is recorded for when it was scheduled. If a task has been missed (or not recorded) then it would not be successfully completed. These results help monitor the tasks in which care professionals are recording an outcome on the Birdie system.

To get this overview, start on your Birdie Analytics home screen and scroll down to the Care Tasks Completed report.

Once you click on the report, the first thing you will see is the count of Care Tasks completed in the last month.

However, what we are looking for when we’re auditing tasks are the care tasks which have not been completed

To do this, you'll need to scroll down and you will find another section that looks at the percentage of Care Tasks completed last month. You can then click on the coloured bar you would like to explore and select 'Show All'

Once you've clicked 'Show All' you will see a table with all scheduled tasks in it, like below.

How Do I Audit Using This?

In order to audit your care tasks using this table, you can start by downloading and saving the data:

  1. Click 'Download' in the top right corner

  2. Save as a CSV file

  3. Open in your computer's spreadsheet software (Google Sheets, Excel)

If any of the tasks show a circle with a line through it in the ‘Completed Time’ column, this means that the task was not completed. You can work through these tasks and make notes in the downloaded spreadsheet, so that you can evidence this audit to the CQC.

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.

How to see which Care Recipients need Their Tasks Updated

Seeing which clients have a low percentage of Care Tasks completed will help direct your actions toward improving the quality of care tasks set. Updating and auditing your care tasks frequently will ensure that you are providing person-centred and responsive care.

You can see this by looking at your 'Care Delivery by Client' report, in the Weekly Updates section on your Care Management dashboard.

Once you're in this report, you can scroll down to look at the 'Caring Staff' table. This shows you how many tasks have been completed on a client-by-client basis. This can allow you to prioritise which clients need their tasks updated, or tweaked slightly to fit their needs!

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