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How to use the set-up and training report to review your onboarding progress with Birdie
How to use the set-up and training report to review your onboarding progress with Birdie

A report to help you regularly review your progress when setting up your Birdie Agency Hub.

Sabrina Treitz avatar
Written by Sabrina Treitz
Updated over a week ago

Birdie's Set-up and Training report has been designed to help you monitor your progress through all the steps of onboarding. This report also aims to help you plan and identify the next steps in your Birdie implementation.


What is included in the report?

Birdie's Set Up and Training report is broken up into 7 main sections, which are outlined below.

  • Overview of Clients and Team Members Added to Birdie

  • Birdie Care Management

  • Birdie Rostering

  • Birdie Academy and Training Progress for Admin Team

  • Birdie Academy and Training Progress for Carers

  • Birdie Finance Set-Up Progress

  • Go Live Monitoring

Each section then contains reports that are specific to the topic at hand, i.e. the Care Management section will contain insights related to your progress setting up tasks and medications for your care recipients!

Within the report, you'll also see 'i' symbols. Each of the 'i' information symbols can be hovered over for more information!


How to review the Overview section of the report

At the very top of the report, you'll see:

  • Expected Number of Clients - the number of clients that you are expected to add to the Birdie agency hub, based on the minimum number of clients signed for in your contract. If your contract is not based on the number of active clients per month, this field will show the 'null' symbol.

  • Clients added to Birdie - the number of clients you've successfully added to Birdie's Agency Hub.

  • Team members added to Birdie - the number of team members you've successfully added to Birdie's Agency Hub.


How to review the Birdie Care Management section of the report

This section is designed to give you an overview of your progress with setting up clients' tasks and medications.

Within this section of the report you will see:

  • Count of Clients with Medication Support, i.e. 32

    • This refers to the number of clients where you are responsible for administering the medication. This will exclude clients where the client is self-administering or inactive, or there is no visit at the time that the medication is scheduled.

  • A progress report, which breaks down progress for each individual care recipient, including:

    • Count of medication added for that individual

    • Count of medications added to that individual's visits

    • Count of care task schedules for that individual

    • Count of tasks with personalised notes for that individual

    • Count of tasks added to visits for that individual


How to review the Birdie Rostering section of the report

This section is designed to give you an overview of your progress with setting up on Birdie’s rostering product.

Within this section of the report you will see:

  • Count of Clients with Visits Scheduled in the next 90 days, i.e. 45

  • A progress report, which breaks down progress for each individual care recipient, including:

    • Count of scheduled carers for a care recipient in the next 90 days

    • Count of visit schedules for that care recipient in the next 90 days


How to review the Birdie Academy - Admin Team section of the report

This section is designed to give you an overview of your admin team’s progress in completing training in the Birdie Academy.

Within this section of the report you will see:

  • Count of people who have completed the Care Management course

  • Count of people who have completed the People Manager course

  • Count of people who have completed the Roster course

  • Count of people who have completed the Office Manager course

  • Count of people who have completed the Finance course

  • You’ll also see a table that includes further insights, such as:

    • Team member’s name

    • If they have completed the Care Manager course, Yes or No

    • If they have completed the People Manager course, Yes or No

    • If they have completed the Roster course, Yes or No

    • If they have completed the Office Manager course, Yes or No

    • If they have completed the Finance course, Yes or No

You can use this information to follow up with your admin team and remind them of the importance of training and ensure they will be ready to use Birdie, so they can get all the value the Birdie Platform has to offer them!


How to review the Birdie Academy - Carers section of the report

This section is designed to give you an overview of your care professional’s progress in completing training in the Birdie Academy.

Within this section of the report you will see:

  • Count of carers who have completed training in the Birdie Academy

  • A table with further insights into training completion, including:

    • The care professional’s name

    • The date they started the training course

    • If the training course has been completed, i.e. Yes or No

You can use this information to follow up with your care professional and remind them of the importance of training and ensure they will be ready to use Birdie and start reporting visits via the app!


How to review the Birdie Finance Set-Up section of the report

This section is designed to give you an overview of your progress with setting up on Birdie’s finance product.

Within this section of the report you will see:

  • Number of clients with contracts, i.e. 127

  • A table providing insight to Client Invoicing Management, including:

    • Care recipient name associated with a contract

    • Payer name associated with a contract

    • Maximum hours per week associated with the contract

    • The contract name

    • The service type associated with the contract

    • The invoice group associated with that contract (if applicable)

    • The invoice format associated with that contract, i.e. standard, local authority, NHS

  • Number of carers with pay rates assigned, i.e. 64

  • A table providing insight into carer pay and travel rate assignment, including:

    • The individual’s name

    • The individual’s role

    • The number of pay rates assigned to the individual

    • The number of travel rates assigned to the individual


How to review the Go Live Monitoring section of the report

This section is designed to give you an overview of your care professional’s progress as they start recording visits in Birdie.

Within this section of the report you will see:

  • The individual’s name

  • If they have downloaded the Birdie App

  • The % of scheduled visits with a report logged

  • The count of visit logs associated with that individual

  • The percent of visits logs that have included notes associated with that individual


Please note: You can filter by visit date using the filters at the top of the dashboard.


How often should I check this report?

We recommend checking this at least once per week, so you can plan for the next steps in your Birdie implementation. If you have any questions, you can reach out to your onboarding manager directly or contact support via [email protected] or use the live chat in the Birdie agency hub.


How often and when will I receive this report?

You’ll continue to receive a progress report once a week, each Monday, via email.

Those with access to Birdie Analytics can also view this report by logging into Birdie Analytics and heading to the bottom of the Care Management > Company overview section.


How does this relate to my set-up checklist?

The report is designed to complement the steps in your Birdie set-up checklist.

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