Team Birdie

Reasonable adjustments in Birdie

Charlotte

Sabrina Treitz

Lucy Palmer

All the information you need to get your Client's profile up and running on Birdie  

Client Management

Create profiles for your clients in Birdie and complete their personal information

How to Add a Client to Your Agency Hub

Manage a Carer's access to a Client's care plan and daily care notes, as well as allow them to be matched in the rota.

How to View & Manage a Client's Care Team

Best practice and helpful guidance for using demo clients within Birdie, to ensure this data is excluded from finance and Birdie Analytics.

Best Practices for Creating & Naming Demo Clients in Birdie

How to add a Client & a demo Client to your Agency Hub 

Adding a Client to Birdie

See what important information is needed when creating a Client's profile

How to Add Details to a Client's Profile

Learn how to fill in or update your Client's personal details in the Birdie Agency Hub. Personal details, DNAR status, POA

How to Add Future Planning Details to Your Client's Profile

In this article, you'll learn how to add NoK/emergency details to Birdie.

How to Add NoK/ Emergency Contact Details For  a Client

Highlight and categorise Clients level of care by severity level

Evaluating A Client's Care Using a Risk Level Status

Make your Client's profile even more person centred by adding a profile picture

How to Add a Picture to Your Client's Profile

Luke Cullimore

Beth Colquhoun

Capture important information about your Client with the Basic & Client information features

Adding Additional Client Details

How to download or print weekly rotas to share with care recipients.

How to Download & Print Your Care Recipient's Weekly Rota

Utilise the weekly scheduling calendar to get an overview of your care recipients' and care professionals' schedules.

How to use the Scheduling Calendar

Add a Care Recipient's desired outcome and keep track of progress in Birdie.

How to add and monitor outcomes

Quickly view GP records and medical notes for your clients using Birdie

How to Use the GP Connect Integration

Krittika

Features that will help you provide the best person-centred care for your Clients 

Client Features

A list of all the care needs assessments available in Birdie and what to expect in them.

All the Assessments that are available in Birdie

A digital tool to guide the creation of effortless, holistic and person-centered care plans.

How to add a care plan for a Care Recipient

Leverage downloadable links to access blank assessment templates directly in birdie.

How to download blank assessment templates from the Agency Hub [beta]

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

How to use the Care Recipient Auditing Documents

Understand what each assessment recommendation means

Assessment Recommendations

Learn how to streamline your client assessments with AI

How to use SmartPlans

Assessments & Care plans

How to upload a document to a specific client or all of your clients' profiles

How to upload documents onto your Care Recipients' care plans

You can upload documents to sign instantly in a care recipient's house.

How to Upload & Download e-Signature Documents

Share important information easily with your Care professionals

How to view uploaded documents in the Birdie app

Learn how to use external forms with Birdie to record financial transactions, ABC charts and complex care workflows not supported in the platform, using Google Forms, Microsoft Forms or Jotform.

Creating forms outside Birdie (e.g. financial transactions, ABC charts, complex care)

How to upload documents and collect e-signatures

Documents

Guide to managing Supported Living visits in the Birdie Platform

Using Birdie for Supported Living

A guide on how to manage live-in care visits using the Birdie platform

Using Birdie for live-in care

Osagie Noze-Otote

How to use Birdie for supported living & live in care

Client's with Supported Living & Live in care

Easily update your Client's or Carer's active or inactive status on Birdie

How to Make a Carer or Client Active or Inactive on Birdie

Schedule periods of inactivity for your Clients - for both temporary and permanent inactivity - in advance.

How to Schedule a Period of Upcoming Inactivity for a Client

Client Inactivity 

Release Notes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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