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How to use the Care Recipient Auditing Documents
How to use the Care Recipient Auditing Documents

Consistently monitor the quality of your care with birdie’s auditing forms

Anjelica avatar
Written by Anjelica
Updated over a week ago

Please note: This feature is available as part of Birdie’s Advanced, Plus and Premium packages. Please get in touch if interested in more information on this feature!

From service reviews to courtesy calls, birdie's structured auditing forms enable you to record key touch points and identify areas of improvement for both care recipients and care professionals.


Where to find and complete Auditing documents for Care Recipients

These care auditing documents follow the same format and process as the initial and additional assessments.

Start by going to the care recipient profile, from here click Care plan, and scroll down the page until you see the Auditing documents section.

Here you will see three auditing documents, these are:

  • Service reviews — This enables you to review packages of care at regular intervals (usually every six months) to understand changes to need and risk and suitability of the agreed care plan.

  • Courtesy calls — This enables you to check in following the first visit and then on an ad-hoc basis to keep a finger on the pulse of any issues.

  • Client feedback — This helps you to understand your care recipient’s perception of the service they receive and pick up on opportunities to enhance their experience.


How to create and complete an Auditing Document Assessment

Start by clicking on one of the documents and click Start a new assessment. From here, each of the three auditing documents will have set sections to fill out with options to write additional details. The below example showcases the Service review assessment.

When you have filled in all the relevant details click Submit at the bottom of the page. This will then be highlighted on the Care plan page with the date of completion.


For more information on how to complete care plans please see this article-

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