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Better understand how to use our Visit Planning feature 

Visit Planning

Our Visit Planning feature ensures your care recipients have a comprehensive list of tasks and medication to complete on their call.

How to turn Visit Planning on

Check the real-time visit completion of your Care recipient's visit plans with visit cards

What is a Visit card?

Information before you get started with Visit planning

Getting Started with Visit Planning

To give Carers some time to complete their plans, you may want to alter the time or duration of a visit.

How to Change the Time or Duration of a Visit

If a Care Recipient's regular schedule changes you can use Visit Planning to update and reflect this.

How to End a Visit Schedule

How to Add & Edit a Visit 

Learn how to create a customised and effective support plan for your Care Recipient

How to add tasks & medications to a visit card

Updating a visit plan can involve last-minute changes, here's how to remove specific tasks and medications from a visit

How to remove a task or medication from a visit card

Make care delivery easy and straightforward for care professionals by putting the tasks in order for them to follow

How to change the order of tasks in a visit plan

We understand that not all tasks will need to be done every day, and we want this to reflect on the visit plan for the care professionals.

How to allocate a one-off task to an ongoing visit schedule

Learn how to add tasks & medication to a visit ready for the Carer 

Tasks & Medications 

Get the most out of our Visit Planning feature for those who are integrating with Birdie

Visit Planning for External Rostering Integrations

We work with our rostering partners to ensure the best care delivery. Learn the difference between Birdie's visit plans and your roster

Why Do I Have to Add Visits to Birdie & My External Rostering System?

Learn how to use the Visit Planning feature alongside your external rostering integration

Visit Planning & External Integrations

Find answers and get help from Intercom Support and Community Experts

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