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How to Audit Your Care Assessments on Birdie Analytics

Keep your care responsive with our new Assessments Analytics report.

Sabrina Treitz avatar
Written by Sabrina Treitz
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!

We know it’s important to understand how completely a person’s needs and risks have been assessed - as well as maintaining an up-to-date record of the information captured. To make this as easy as possible for you, we have an Assessments report which gives you all of this information at a quick glance.

How can I find this report?

To get started, you'll need to go to your Care Management board on Looker, scroll down and click on the Assessments report

Within this report you will be able to see:

  • Percentage of care recipients with up-to-date assessments

  • Percentage of assessments that have been completed

  • Number of care recipients with outdated assessments

Important to note:

  • 'Up-to-date' means a completed assessment has been completed or reviewed in the past 30, 90 or 180 days, based on the time period you have selected.

  • 'Outdated' means a completed assessment has not been completed or reviewed in the past 30, 90 or 180 days, based on the time period you have selected.

    • This will default to 180 days, per CQC best practice, but you can easily change via the drop down menu.

How can I Audit My Assessments Using This Report?

To audit your assessments you will want to see which care recipients have outdated assessments so that you can quickly and easily update them on your Agency Hub.

To do this, simply click on the number you see above 'Care Recipients with Outdated Assessments'

And from here you will see a list of who these care recipients are and how many outdated assessments they have.

From here you can find out which specific assessments need to be updated by clicking on the bar next to the care recipients name.

Now you know exactly whose assessments need some updating, and what assessments they are!

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