Team Birdie

Learn how to select the correct template for your client's visits and how to fix common issues

How to Set Up & Troubleshoot Visit Templates - Upgraded Rostering

Easily configure the visit template and create a Client’s visit schedules

How to Create & Edit a Visit Schedule for a Client - Upgraded Rostering

Learn how to assign Carers to ongoing visits

How to Assign a Visit Schedule to a Carer - Upgraded Rostering

Learn how to assign two or more Carers to a visit with the Birdie Upgraded Rostering system

How to Schedule Two or More Carers for a Visit -Upgraded Rostering

Add training, supervision, shadowing and more to a visit schedule

How to Schedule Training & Supervision Visits - Upgraded Rostering

Quickly alter the time or duration of a visit, ensuring you keep up with last-minute care needs

How to Change the Time or Duration of a Visit- Upgraded Rostering

Last-minute cancellations are bound to happen - let's see how you can reflect this on Birdie to better audit your care history

How to Cancel a Visit- Upgraded Rostering

Learn how to create a visit that does not require a schedule

How to Create an Untemplated or One-off Visit -Upgraded Rostering

How to Skip a Task or Medication- Upgraded Rostering

Our latest improvement gives care managers even more control and confidence in the care their agency is providing.

How to Add and Edit Visit Notes - Upgraded Rostering

Learn more about visit overrides in upgraded rostering!

Visit Overrides - Upgraded Rostering

Charlotte

Billy Yates

Finley

Learn how to schedule, edit and remove visits for your Client's

Visit Management

Release Notes

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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