# Birdie Help Centre > Helpful advice from the Birdie team! ## The Birdie Launch Pack - [Your complete Birdie set up checklist](http://help.birdie.care/en/articles/5789696-your-complete-birdie-set-up-checklist.md): All of the steps you need to set up in order to get your care professionals reporting on the app in your first month on Birdie! - [Your complete Birdie change management guide](http://help.birdie.care/en/articles/6704245-your-complete-birdie-change-management-guide.md): Helpful tips and materials to build excitement and get your teams ready to start with Birdie. - [Supporting your Care Professionals to use the Birdie app](http://help.birdie.care/en/articles/6846163-supporting-your-care-professionals-to-use-the-birdie-app.md): Our tips for training and communication, so this process is smooth and easy for your care team! - [How to Use The Set-up & Training Report to Review Your Onboarding Progress With Birdie](http://help.birdie.care/en/articles/8034810-how-to-use-the-set-up-training-report-to-review-your-onboarding-progress-with-birdie.md): A report to help you regularly review your progress when setting up your Birdie Agency Hub. - [A Guide to Setting up Birdie Finance](http://help.birdie.care/en/articles/8704722-a-guide-to-setting-up-birdie-finance.md): Download a checklist with actions and guides to set up and complete your invoicing and payroll in Birdie! - [Import Clients and Carers into Birdie](http://help.birdie.care/en/articles/9584094-import-clients-and-carers-into-birdie.md): Download templates to import you client and carer basic information to Birdie ## Live & On-Demand Training - [Your Learning & Training Journey With Birdie Academy](http://help.birdie.care/en/articles/5338675-your-learning-training-journey-with-birdie-academy.md): Learn and feel confident using every part of our platform with the Birdie Academy training courses! - [Live Training Sessions on Birdie](http://help.birdie.care/en/articles/4890449-live-training-sessions-on-birdie.md): Sign up to all our training webinars for training on how to use Birdie and live Q&A - [On-demand Training Sessions](http://help.birdie.care/en/articles/5161355-on-demand-training-sessions.md): Recordings of our training webinars for anyone wanting to learn how to use Birdie! - [Flock: The Social Care Community](http://help.birdie.care/en/articles/9657682-flock-the-social-care-community.md): The community for homecare, live-in and complex care providers in the UK ## The Agency Hub - [How can I update or change the email address associated with my Birdie account?](http://help.birdie.care/en/articles/15202964-how-can-i-update-or-change-the-email-address-associated-with-my-birdie-account.md): Learn how to update email addresses in Birdie - [How can I resolve and prevent account lockouts?](http://help.birdie.care/en/articles/15203126-how-can-i-resolve-and-prevent-account-lockouts.md): Learn how to prevent your account locking when logging into the agency hub - [How to Log in to the Birdie Agency Hub](http://help.birdie.care/en/articles/2474799-how-to-log-in-to-the-birdie-agency-hub.md): A step-by-step guide to logging in - [How to Switch Branches on the Agency Hub](http://help.birdie.care/en/articles/3949064-how-to-switch-branches-on-the-agency-hub.md): If you are a care manager linked to more than one agency branch you can switch branches seamlessly with Birdie - [Managing Your Team's Access to Birdie](http://help.birdie.care/en/articles/6045226-managing-your-team-s-access-to-birdie.md): Learn how to add your team members to Birdie, set their role and update their permissions - [How to Create a New Branch in Birdie](http://help.birdie.care/en/articles/12820653-how-to-create-a-new-branch-in-birdie.md): Expand your care agency with Birdie by opening a new branch - [Customising your Settings on Birdie](http://help.birdie.care/en/articles/5429999-customising-your-settings-on-birdie.md): A list of optional features to help you customise your experience of the Birdie app and Agency Hub - [Understanding Birdie Workflows](http://help.birdie.care/en/articles/10364298-understanding-birdie-workflows.md): See which workflows will work best for your agency - [How to use Pre-Set Workflows](http://help.birdie.care/en/articles/7151220-how-to-use-pre-set-workflows.md): Enable an automated workflow for when you onboard Clients and Carers so that you never miss an important step. - [How to Use Custom Workflows](http://help.birdie.care/en/articles/8294764-how-to-use-custom-workflows.md): Determine the key actions and deadlines to suit your internal processes - and ensure you don’t miss a step. - [How to Use the Overruns/Underruns \(Visit Discrepancy\) Feature](http://help.birdie.care/en/articles/4343295-how-to-use-the-overruns-underruns-visit-discrepancy-feature.md): Understand and validate why the length of a visit is longer or shorter than expected - [How to Upload Your Agency's Logo to Birdie](http://help.birdie.care/en/articles/8790705-how-to-upload-your-agency-s-logo-to-birdie.md): Personalise your Birdie downloads by adding your own logo - [How to set the Birdie app's auto-lock duration](http://help.birdie.care/en/articles/5023875-how-to-set-the-birdie-app-s-auto-lock-duration.md): Personalise how frequently a passcode is required to use the app. - [How to manage the visibility of a Care Professional's rota](http://help.birdie.care/en/articles/5745414-how-to-manage-the-visibility-of-a-care-professional-s-rota.md): You can decide how far in advance a Care professional will see their rota on their app - [How to reset a Care professional's passcode](http://help.birdie.care/en/articles/6026146-how-to-reset-a-care-professional-s-passcode.md): If your care professional is locked out of their Birdie app you can easily reset their passcode - [How to create an in-app banner for Care Professionals](http://help.birdie.care/en/articles/3820420-how-to-create-an-in-app-banner-for-care-professionals.md): Learn how to create an in-app banner that will be displayed on the Birdie app for Care Professionals - [How to Manually Check-in & Check-out a Care Professional](http://help.birdie.care/en/articles/7865822-how-to-manually-check-in-check-out-a-care-professional.md): Manually check Care Professionals in and out of visits to ensure visit lengths are accurately recorded. ## Client Management - [How to Add a Client to Your Agency Hub](http://help.birdie.care/en/articles/2074906-how-to-add-a-client-to-your-agency-hub.md): Create profiles for your clients in Birdie and complete their personal information - [How to View & Manage a Client's Care Team](http://help.birdie.care/en/articles/5741873-how-to-view-manage-a-client-s-care-team.md): 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. - [Best Practices for Creating & Naming Demo Clients in Birdie](http://help.birdie.care/en/articles/6976008-best-practices-for-creating-naming-demo-clients-in-birdie.md): Best practice and helpful guidance for using demo clients within Birdie, to ensure this data is excluded from finance and Birdie Analytics. - [All the Assessments that are available in Birdie](http://help.birdie.care/en/articles/6969898-all-the-assessments-that-are-available-in-birdie.md): A list of all the care needs assessments available in Birdie and what to expect in them. - [How to add a care plan for a Care Recipient](http://help.birdie.care/en/articles/4128674-how-to-add-a-care-plan-for-a-care-recipient.md): A digital tool to guide the creation of effortless, holistic and person-centered care plans. - [How to download blank assessment templates from the Agency Hub \[beta\]](http://help.birdie.care/en/articles/7202150-how-to-download-blank-assessment-templates-from-the-agency-hub-beta.md): Leverage downloadable links to access blank assessment templates directly in birdie. - [How to use the Care Recipient Auditing Documents](http://help.birdie.care/en/articles/7203153-how-to-use-the-care-recipient-auditing-documents.md): Consistently monitor the quality of your care with birdie’s auditing forms - [Assessment Recommendations](http://help.birdie.care/en/articles/9061193-assessment-recommendations.md): Understand what each assessment recommendation means - [How to use SmartPlans](http://help.birdie.care/en/articles/13774006-how-to-use-smartplans.md): Learn how to streamline your client assessments with AI - [How to upload documents onto your Care Recipients' care plans](http://help.birdie.care/en/articles/5595159-how-to-upload-documents-onto-your-care-recipients-care-plans.md): How to upload a document to a specific client or all of your clients' profiles - [How to Upload & Download e-Signature Documents](http://help.birdie.care/en/articles/5187177-how-to-upload-download-e-signature-documents.md): You can upload documents to sign instantly in a care recipient's house. - [How to view uploaded documents in the Birdie app](http://help.birdie.care/en/articles/4408524-how-to-view-uploaded-documents-in-the-birdie-app.md): Share important information easily with your Care professionals - [Creating forms outside Birdie \(e.g. financial transactions, ABC charts, complex care\)](http://help.birdie.care/en/articles/14153132-creating-forms-outside-birdie-e-g-financial-transactions-abc-charts-complex-care.md): 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. - [Using Birdie for Supported Living](http://help.birdie.care/en/articles/6014804-using-birdie-for-supported-living.md): Guide to managing Supported Living visits in the Birdie Platform - [Using Birdie for live-in care](http://help.birdie.care/en/articles/7949375-using-birdie-for-live-in-care.md): A guide on how to manage live-in care visits using the Birdie platform ## The Birdie App & Carer Management - [How to Download the Birdie App](http://help.birdie.care/en/articles/2220091-how-to-download-the-birdie-app.md): All you need is your mobile phone number! - [Learn how to use the Birdie app](http://help.birdie.care/en/articles/6843163-learn-how-to-use-the-birdie-app.md): Training for care professionals to learn how to use Birdie! - [Why can't I log into my Birdie Carer app?](http://help.birdie.care/en/articles/3392302-why-can-t-i-log-into-my-birdie-carer-app.md): There may be a few reasons why you are struggling to log into your birdie app, this article will help you troubleshoot. - [How to View a Care Recipient's Upcoming Visits on the Birdie App](http://help.birdie.care/en/articles/9100615-how-to-view-a-care-recipient-s-upcoming-visits-on-the-birdie-app.md): Your Care Professionals can now view who will be visiting the Care Recipient next which ensures a successful handover - [How to use the Multi-branch feature on the Birdie app](http://help.birdie.care/en/articles/5919650-how-to-use-the-multi-branch-feature-on-the-birdie-app.md): Our multi-branch feature enables Care professionals to see all their assigned visits regardless of what branch they are in! - [How to view a Care recipient's personal information on the app](http://help.birdie.care/en/articles/2985127-how-to-view-a-care-recipient-s-personal-information-on-the-app.md): Access your Care recipient's information directly in the Birdie app. View their name, contact number, address, DNAR status and much more. - [How to Select the Correct Visit Plan on the App](http://help.birdie.care/en/articles/5203211-how-to-select-the-correct-visit-plan-on-the-app.md): After clicking on your rota, you will be asked to select a visit plan. Here is how to select the right one. - [How to Select the Correct Visit Plan on the Birdie App - Integrated Agencies](http://help.birdie.care/en/articles/4967506-how-to-select-the-correct-visit-plan-on-the-birdie-app-integrated-agencies.md): A guide to using the Birdie app and completing a visit whilst using a rostering integration. - [How to complete a visit on the Birdie app](http://help.birdie.care/en/articles/2491929-how-to-complete-a-visit-on-the-birdie-app.md): Add tasks, medications, and observations in just a few clicks - [How to Record & Administer Medication Using the Birdie App](http://help.birdie.care/en/articles/2771030-how-to-record-administer-medication-using-the-birdie-app.md): Report the medication administered to your Care Recipient during your visit and always have the latest information at hand. - [How to record outcomes for tasks in the Birdie app](http://help.birdie.care/en/articles/8287241-how-to-record-outcomes-for-tasks-in-the-birdie-app.md): Record a clear outcome of 'Done' or 'Not done' to each task assigned to a visit. - [How to use the Multi-Client Check-In Feature](http://help.birdie.care/en/articles/6912195-how-to-use-the-multi-client-check-in-feature.md): Learn how to set this feature up and how your Care Professionals can use it during their visits. - [How to record detailed food observations on the Birdie app](http://help.birdie.care/en/articles/8499429-how-to-record-detailed-food-observations-on-the-birdie-app.md): Learn how to record detailed food observations for a Care Recipient to better understand their nutritional intake - [What to do if you see a 'No visit plans today' message on the Birdie app.](http://help.birdie.care/en/articles/5201135-what-to-do-if-you-see-a-no-visit-plans-today-message-on-the-birdie-app.md): If your agency's office team have not created visit plans for your Care recipient, you will see this message. Here is what to do. - [How to check into a shift and complete visits on the Birdie app \[beta\]](http://help.birdie.care/en/articles/8907039-how-to-check-into-a-shift-and-complete-visits-on-the-birdie-app-beta.md): Learn how to check into a shift on the Birdie app and complete your visits - [How to Raise a Concern With the Birdie App](http://help.birdie.care/en/articles/2683145-how-to-raise-a-concern-with-the-birdie-app.md): How to report an incident or accident through the Birdie app - [How to Attach Body Maps When Raising Concerns](http://help.birdie.care/en/articles/5919657-how-to-attach-body-maps-when-raising-concerns.md): Our body maps feature will allow your carers to visualise and share skin issues and concerns in real time. - [Recommended Mobile Operating Systems](http://help.birdie.care/en/articles/4195387-recommended-mobile-operating-systems.md): In order to have the best experience using the Birdie app, we recommend that the following operating systems are used. - [How to automatically update your Birdie app](http://help.birdie.care/en/articles/3238731-how-to-automatically-update-your-birdie-app.md): Learn how to set your phone to automatically update and why it is important to be on the latest version of the app - [How to enable and receive notifications on your Birdie app](http://help.birdie.care/en/articles/6988503-how-to-enable-and-receive-notifications-on-your-birdie-app.md): Select the correct settings and ensure you receive important notifications from birdie. - [How to re-authenticate your Birdie app account](http://help.birdie.care/en/articles/7019729-how-to-re-authenticate-your-birdie-app-account.md): Get back to using the app in just a few easy steps. - [How to enable Geolocation on your mobile phone settings](http://help.birdie.care/en/articles/5660819-how-to-enable-geolocation-on-your-mobile-phone-settings.md): Instructions to allow Birdie to confirm your location using the settings on your mobile phone - [How to use the Birdie App Offline](http://help.birdie.care/en/articles/4876293-how-to-use-the-birdie-app-offline.md): Bad signal? no internet? no problem, you can still use the app! ## Medication Manager - [How to Indicate That Your Client Self-administers Their Medication](http://help.birdie.care/en/articles/3101308-how-to-indicate-that-your-client-self-administers-their-medication.md): Mark your Client as self-administering their medication so that your care staff don't have to record it in the app. - [How to Add a Medication Schedule for Your Client](http://help.birdie.care/en/articles/4222228-how-to-add-a-medication-schedule-for-your-client.md): Learn how to create your first medication schedule for your Client, which is the first step in creating your eMAR. - [How to edit or stop a medication schedule](http://help.birdie.care/en/articles/5039177-how-to-edit-or-stop-a-medication-schedule.md): Maintain a safe and responsive care agency by updating medication as changes occur - [How to Create a Custom Medication Schedule](http://help.birdie.care/en/articles/5039159-how-to-create-a-custom-medication-schedule.md): The nature of certain medications means that they do not follow a regular daily schedule. Here's how you can safely create and allocate them - [Your Guide to PRN Protocols](http://help.birdie.care/en/articles/6211501-your-guide-to-prn-protocols.md): Understand what our PRN protocols are and what additional information is needed when adding a PRN medication for a care recipient - [How to Create a Body Map for Cutaneous Medications](http://help.birdie.care/en/articles/4319863-how-to-create-a-body-map-for-cutaneous-medications.md): Learn how you can use a digital body map to support medication administration in the birdie app - [Can't Find a Medication in Birdie?](http://help.birdie.care/en/articles/5879674-can-t-find-a-medication-in-birdie.md): What to do when you search for a medication in our Medication Manager but cannot find the correct dose or medication ## Task Planner - [List of All the Tasks on Birdie](http://help.birdie.care/en/articles/3384862-list-of-all-the-tasks-on-birdie.md): A list of every task currently available on birdie - [How to Create or Edit Tasks for Your Care Recipient](http://help.birdie.care/en/articles/2419301-how-to-create-or-edit-tasks-for-your-care-recipient.md): How to search and add tasks to your Care Recipient's care plans - [How to Add an Essential Task](http://help.birdie.care/en/articles/6619362-how-to-add-an-essential-task.md): Making a task essential ensures that the Client is receiving important or time-sensitive tasks during a visit ## Visit Planning - [How to turn Visit Planning on](http://help.birdie.care/en/articles/5018335-how-to-turn-visit-planning-on.md): Our Visit Planning feature ensures your care recipients have a comprehensive list of tasks and medication to complete on their call. - [What is a Visit card?](http://help.birdie.care/en/articles/5039927-what-is-a-visit-card.md): Check the real-time visit completion of your Care recipient's visit plans with visit cards - [Understanding the Timeline - Upgraded Rostering](http://help.birdie.care/en/articles/14619483-understanding-the-timeline-upgraded-rostering.md): Use the Timeline view to see who and what changes have been made in your agency - [How to Change the Time or Duration of a Visit](http://help.birdie.care/en/articles/5126811-how-to-change-the-time-or-duration-of-a-visit.md): To give Carers some time to complete their plans, you may want to alter the time or duration of a visit. - [How to End a Visit Schedule](http://help.birdie.care/en/articles/5036573-how-to-end-a-visit-schedule.md): If a Care Recipient's regular schedule changes you can use Visit Planning to update and reflect this. - [How to add tasks & medications to a visit card](http://help.birdie.care/en/articles/5036549-how-to-add-tasks-medications-to-a-visit-card.md): Learn how to create a customised and effective support plan for your Care Recipient - [How to remove a task or medication from a visit card](http://help.birdie.care/en/articles/5036554-how-to-remove-a-task-or-medication-from-a-visit-card.md): Updating a visit plan can involve last-minute changes, here's how to remove specific tasks and medications from a visit - [How to change the order of tasks in a visit plan](http://help.birdie.care/en/articles/5036562-how-to-change-the-order-of-tasks-in-a-visit-plan.md): Make care delivery easy and straightforward for care professionals by putting the tasks in order for them to follow - [How to allocate a one-off task to an ongoing visit schedule](http://help.birdie.care/en/articles/5039052-how-to-allocate-a-one-off-task-to-an-ongoing-visit-schedule.md): 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. ## For Rostering & Visit Scheduling - [An Introduction to the Rostering Dashboard](http://help.birdie.care/en/articles/5733700-an-introduction-to-the-rostering-dashboard.md): Use the Roster tab to view, search and filter visits by care recipient or care professional - [How to Customise & Configure Your Rota Screen Experience](http://help.birdie.care/en/articles/6310449-how-to-customise-configure-your-rota-screen-experience.md): Get the most out of your rota by customising your screen! - [How to Use the Travel Time Visual Feature](http://help.birdie.care/en/articles/6189028-how-to-use-the-travel-time-visual-feature.md): Customise your visits tab by switching the travel time visual on or off. - [How to Create & Filter by Groups in Your Agency](http://help.birdie.care/en/articles/5871514-how-to-create-filter-by-groups-in-your-agency.md): Assign Clients and carers to specific groups, so that you can quickly filter your view by team, branch or area in Birdie - [Filtering the Rota by Groups](http://help.birdie.care/en/articles/5947836-filtering-the-rota-by-groups.md): The Groups feature allows you to assign visits to Care Professionals and care recipients within a specific area. - [How to Use the Team Utilisation Feature](http://help.birdie.care/en/articles/6354604-how-to-use-the-team-utilisation-feature.md): Get an overview of Birdie’s rota visuals to understand your team’s utilisation and how it complies with the Working Time Regulation. - [How to view cancelled visits and associated insights on the rota screen](http://help.birdie.care/en/articles/7200142-how-to-view-cancelled-visits-and-associated-insights-on-the-rota-screen.md): Get the visibility you need into cancelled visits within the agency hub. - [How to Block Carers & Clients From Being Matched](http://help.birdie.care/en/articles/5741488-how-to-block-carers-clients-from-being-matched.md): You now have the ability to block a Carer and Client from being matched for a visit - [How to Create a Visit Schedule for a Client](http://help.birdie.care/en/articles/5741620-how-to-create-a-visit-schedule-for-a-client.md): You can easily create visits and assign Carers via the visit planning page with Birdie rostering - [How to schedule double-up visits for your Care Professionals on Birdie](http://help.birdie.care/en/articles/5748194-how-to-schedule-double-up-visits-for-your-care-professionals-on-birdie.md): Easily assign two or more Care Professionals to a visit with the Birdie rostering system - [How to schedule Introductions & shadowing using Interaction Types in Birdie](http://help.birdie.care/en/articles/7202031-how-to-schedule-introductions-shadowing-using-interaction-types-in-birdie.md): Use Interaction Types to differentiate between care delivery, introductions, shadowing and more. - [How to Create a Shadow or Training Visit on Birdie](http://help.birdie.care/en/articles/6979549-how-to-create-a-shadow-or-training-visit-on-birdie.md): Learn how to create a shadow or training visit for your Care Professionals and office team. - [How to Create Shifts Using Birdie Rostering \[beta\]](http://help.birdie.care/en/articles/8898594-how-to-create-shifts-using-birdie-rostering-beta.md): Create shifts to easily schedule overnight and long visits on Birdie - [How to Assign Regular Carers to Visits](http://help.birdie.care/en/articles/5744601-how-to-assign-regular-carers-to-visits.md): When you have found that perfect match between a caregiver and a client you can easily assign them as the regular caregiver for the visit. - [How to Assign Regular Carers for Alternating Visits](http://help.birdie.care/en/articles/7134970-how-to-assign-regular-carers-for-alternating-visits.md): Template different carers for the same care recipient on an alternating basis. - [How to Apply a Template to Plan a Weekly Rota](http://help.birdie.care/en/articles/5759430-how-to-apply-a-template-to-plan-a-weekly-rota.md): Make scheduling a breeze by using a template to allocate visits to the best-suited care professionals - [How to auto-assign unallocated visits to a weekly rota](http://help.birdie.care/en/articles/5756867-how-to-auto-assign-unallocated-visits-to-a-weekly-rota.md): Take the stress out of assigning Care Professionals to visits with birdie's auto-assign feature - [How to use the Find alternative carer feature](http://help.birdie.care/en/articles/8047115-how-to-use-the-find-alternative-carer-feature.md): Use the Find alternative carer modal \(FAM\) to quickly assign a Care Professional to a visit - [How to troubleshoot when templating your Rota](http://help.birdie.care/en/articles/7973307-how-to-troubleshoot-when-templating-your-rota.md): Learn how to fix common issues that may occur when you apply your template - [How to create a Care Professional's profile and invite them to Birdie](http://help.birdie.care/en/articles/6714821-how-to-create-a-care-professional-s-profile-and-invite-them-to-birdie.md): Add your Care Professionals to your Agency Hub and see how to fill out their profile - [How to Upload Skills & Onboarding Documents for a Carer](http://help.birdie.care/en/articles/5871648-how-to-upload-skills-onboarding-documents-for-a-carer.md): People management tools to manage your Care Professionals through onboarding, training and ensuring overall compliance. - [How to Record Key Team Details Under Basic Info](http://help.birdie.care/en/articles/6758003-how-to-record-key-team-details-under-basic-info.md): Record key details in the basic info section of each team profile. - [How to record termination details for a Care Professional in Birdie](http://help.birdie.care/en/articles/7214140-how-to-record-termination-details-for-a-care-professional-in-birdie.md): Helpful workflows to remove availability and visits when a Care Professional is terminated in the Agency Hub. - [How to Notify Your Carers Using the Message Centre](http://help.birdie.care/en/articles/8286657-how-to-notify-your-carers-using-the-message-centre.md): Quickly notify your Carers about any upcoming changes to their rota or any other relevant information - via the Agency hub. - [How can I correct or update my name on Birdie?](http://help.birdie.care/en/articles/15301983-how-can-i-correct-or-update-my-name-on-birdie.md) ## For Finance Teams - [How to Reconcile & Confirm Visits](http://help.birdie.care/en/articles/6318312-how-to-reconcile-confirm-visits.md): Review, confirm or update visits before they are added to timesheets and/or invoices in Birdie - [How to Discard & Restore Visits in the Confirmation Visits Tab](http://help.birdie.care/en/articles/6118461-how-to-discard-restore-visits-in-the-confirmation-visits-tab.md): You have the option to discard visits if you do not need to pay or charge for them - [How to Troubleshoot When Reconciling & Confirming Visits](http://help.birdie.care/en/articles/6790389-how-to-troubleshoot-when-reconciling-confirming-visits.md): Read this article for commonly asked questions and helpful troubleshooting when confirming your visits. - [How to Record & Manage Expenses for Specific Visits](http://help.birdie.care/en/articles/6541394-how-to-record-manage-expenses-for-specific-visits.md): You can now keep track of unexpected expenses by adding them to specific visits. - [The Invoice Dashboard](http://help.birdie.care/en/articles/10021838-the-invoice-dashboard.md): Find the best invoicing method your agency - [How to Generate Invoices for Ad Hoc Periods](http://help.birdie.care/en/articles/6000548-how-to-generate-invoices-for-ad-hoc-periods.md): Understand how to use the period option on the Generate Invoices page to generate invoices with flexibility - [How to Record Deductions & Split Invoices](http://help.birdie.care/en/articles/6976334-how-to-record-deductions-split-invoices.md): How to make a deduction or split an invoice between two different funders. - [How to Add Extra Charges to an Invoice](http://help.birdie.care/en/articles/5814428-how-to-add-extra-charges-to-an-invoice.md): You can easily add additional items onto your invoices to cover any extra charges that have been incurred - [How to Generate Pay Runs](http://help.birdie.care/en/articles/5733449-how-to-generate-pay-runs.md): How to use the Generate Pay Runs page and create pay runs in Birdie. - [Examples of Finance Exports From Birdie](http://help.birdie.care/en/articles/7067146-examples-of-finance-exports-from-birdie.md): Some examples of what different exports will look like when you download them from birdie ## Secure Check-in - [Secure Call Monitoring](http://help.birdie.care/en/articles/3106792-secure-call-monitoring.md): Our Secure Call Monitoring options makes it possible to be even more confident in your care delivery. - [How to Optimise the Geo Check-in Feature](http://help.birdie.care/en/articles/4127468-how-to-optimise-the-geo-check-in-feature.md): Three tips to make sure the geo check-in call monitoring works for you - [What to do if you have a lot of Forced Check-in/out alerts](http://help.birdie.care/en/articles/4570253-what-to-do-if-you-have-a-lot-of-forced-check-in-out-alerts.md): How to reduce the amount of alerts on your Agency Hub ## Upgraded Rostering - [Training Webinars For Upgraded Rostering](http://help.birdie.care/en/articles/11659959-training-webinars-for-upgraded-rostering.md): Sign up to our training webinars on how to use the upgraded rostering system and live Q&A ## Reporting with Birdie Analytics - [How to Log into Looker for Birdie Analytics](http://help.birdie.care/en/articles/5917493-how-to-log-into-looker-for-birdie-analytics.md): Learn how to successfully log into Looker every time - [How to Change Your Password or Email in Looker for Birdie Analytics](http://help.birdie.care/en/articles/5899321-how-to-change-your-password-or-email-in-looker-for-birdie-analytics.md): This article will show you how to change or request a new password in Looker for your Birdie Analytics account - [Introducing Birdie Analytics](http://help.birdie.care/en/articles/4514760-introducing-birdie-analytics.md): Birdie's solution to care auditing and business management - [Get to Know Your 5 Weekly Progress Reports on Birdie Analytics](http://help.birdie.care/en/articles/4949647-get-to-know-your-5-weekly-progress-reports-on-birdie-analytics.md): See what is inside each report and how to schedule them to send every week - [Breakdown of Each Birdie Analytics Report](http://help.birdie.care/en/articles/5253281-breakdown-of-each-birdie-analytics-report.md): A short guide to see which report does what on Birdie Analytics - [Guide to reading your Birdie Analytics reports \(non-integrated agencies\)](http://help.birdie.care/en/articles/5733097-guide-to-reading-your-birdie-analytics-reports-non-integrated-agencies.md): Care auditing is key to quality assurance and our reports help you evidence this. See how to read, interpret and audit our freemium reports! - [Xero template on Birdie Analytics](http://help.birdie.care/en/articles/9008424-xero-template-on-birdie-analytics.md): Save time with Birdie's Xero Invoicing template created in mind for agencies that use Xero. - [How To Use The Care Management Pulse Dashboard](http://help.birdie.care/en/articles/10627378-how-to-use-the-care-management-pulse-dashboard.md): The Pulse Dashboard delivers critical care metrics at a glance, helping you improve service quality while working smarter with your data - [How To Use The Finance Pulse Dashboard](http://help.birdie.care/en/articles/10714423-how-to-use-the-finance-pulse-dashboard.md): The Finance Pulse Dashboard delivers critical financial metrics at a glance, helping you improve financial performance! - [How To Use The People & Performance Pulse Dashboard](http://help.birdie.care/en/articles/10944956-how-to-use-the-people-performance-pulse-dashboard.md): The people & performance dashboard provides comprehensive workforce insights, helping you manage your team effectively! - [How to Send the Rota to Your Care Recipient or Carer via Birdie Analytics](http://help.birdie.care/en/articles/6694514-how-to-send-the-rota-to-your-care-recipient-or-carer-via-birdie-analytics.md): You can schedule and send your care recipients and care professionals' rota directly to them automatically every week via Birdie Analytics! - [How to Use the Action Report on Birdie Analytics](http://help.birdie.care/en/articles/7890701-how-to-use-the-action-report-on-birdie-analytics.md): Get a quick overview of how many Actions are being competed in your Agency - [How to use the Notes report on Birdie Analytics](http://help.birdie.care/en/articles/7891035-how-to-use-the-notes-report-on-birdie-analytics.md): Learn how to audit the notes created on the Agency hub - [How to Use the Holiday Pay Reports on Birdie Analytics \[beta\]](http://help.birdie.care/en/articles/6979351-how-to-use-the-holiday-pay-reports-on-birdie-analytics-beta.md): Use these reports to see your Carers accrued and taken holiday since the start of the holiday year. - [How to Audit & Download Visit Logs on Birdie Analytics](http://help.birdie.care/en/articles/6099636-how-to-audit-download-visit-logs-on-birdie-analytics.md): A quick video to show you how to get all visit information - [How to Download ECM Reports Using Looker](http://help.birdie.care/en/articles/6632146-how-to-download-ecm-reports-using-looker.md): In this video we will walk through step by step how you can filter and download the electronic call monitoring report for audited times. - [How to Audit Care Tasks on Birdie Analytics](http://help.birdie.care/en/articles/5940262-how-to-audit-care-tasks-on-birdie-analytics.md): Learn how to easily audit your clients Care Logs - [How to Audit Medication on Birdie Analytics](http://help.birdie.care/en/articles/5899337-how-to-audit-medication-on-birdie-analytics.md): Learn how to easily audit your Client's medication records! - [How to Audit Alerts on Birdie Analytics](http://help.birdie.care/en/articles/5902159-how-to-audit-alerts-on-birdie-analytics.md): Learn how to audit all unqualified alerts through Birdie Analytics - [How to Audit Communication Logs](http://help.birdie.care/en/articles/5988167-how-to-audit-communication-logs.md): Learn how to audit communication logs and download for editing - [How to Reduce Your Alerts](http://help.birdie.care/en/articles/6715204-how-to-reduce-your-alerts.md): Learn how to manage and reduce the number of alerts you receive on the Birdie Agency Hub. - [How to Audit Your Care Assessments on Birdie Analytics](http://help.birdie.care/en/articles/6000040-how-to-audit-your-care-assessments-on-birdie-analytics.md): Keep your care responsive with our new Assessments Analytics report. - [How to use the Concerns Report on Birdie Analytics](http://help.birdie.care/en/articles/8794738-how-to-use-the-concerns-report-on-birdie-analytics.md): Learn how to audit your concerns on Birdie Analytics - [How to Use the Training Expiry Dashboard on Birdie Analytics](http://help.birdie.care/en/articles/9357027-how-to-use-the-training-expiry-dashboard-on-birdie-analytics.md): View, dig and download your Care Professional's training expiry report - [How to use the PIR Report In Birdie Analytics](http://help.birdie.care/en/articles/9571751-how-to-use-the-pir-report-in-birdie-analytics.md): Use this report to help towards your next CQC inspection. - [How To Use The Task Log Report](http://help.birdie.care/en/articles/11081298-how-to-use-the-task-log-report.md): Gain an immediate overview of tasks completion rates in your agency - [The Birdie Quality Score for Integrated Agencies](http://help.birdie.care/en/articles/3585632-the-birdie-quality-score-for-integrated-agencies.md): What is the Quality Score and why do we do it? - [How to read your Q Score report using Birdie Analytics](http://help.birdie.care/en/articles/6001004-how-to-read-your-q-score-report-using-birdie-analytics.md): A guide to drilling down into your data on Birdie Analytics - [The Birdie Q-score: Alert Responsiveness](http://help.birdie.care/en/articles/4535911-the-birdie-q-score-alert-responsiveness.md): A category that contributes to the Birdie Q Score - [The Birdie Q-score: Caring Staff](http://help.birdie.care/en/articles/4535771-the-birdie-q-score-caring-staff.md): A category that contributes to the Birdie Q Score - [The Birdie Q-score: Care Planning](http://help.birdie.care/en/articles/4522541-the-birdie-q-score-care-planning.md): A category that contributes to the Birdie Q Score - [The Birdie Q-score: Call Monitoring](http://help.birdie.care/en/articles/4535590-the-birdie-q-score-call-monitoring.md): A category that contributes to the Birdie Q Score - [The Birdie Q-score: Medication Monitoring](http://help.birdie.care/en/articles/4535862-the-birdie-q-score-medication-monitoring.md): A category that contributes to the Birdie Q Score - [The Timeline View- Key Places to Audit in Birdie](http://help.birdie.care/en/articles/8065746-the-timeline-view-key-places-to-audit-in-birdie.md): Use the Timeline view to see who and what changes have been made in your agency - [How to Add and Edit Visit Notes](http://help.birdie.care/en/articles/3829292-how-to-add-and-edit-visit-notes.md): Our latest improvement gives care managers even more control and confidence in the care their agency is providing. - [How to Download & Print a Care Recipient's Care Plan/Assessment](http://help.birdie.care/en/articles/4399600-how-to-download-print-a-care-recipient-s-care-plan-assessment.md): Easily print and leave a copy of a care plan/assessment in your care recipient's home or share it with their care circle - [How to View, Edit & Audit Medication With Birdie's eMAR Chart](http://help.birdie.care/en/articles/3391874-how-to-view-edit-audit-medication-with-birdie-s-emar-chart.md): Learn everything there is to know about Birdie's eMAR - [How to edit and review care plans on Birdie](http://help.birdie.care/en/articles/5447058-how-to-edit-and-review-care-plans-on-birdie.md): This article will show how you can make edits to or review a client's care plan. - [How to convert a Word document to a PDF](http://help.birdie.care/en/articles/5001673-how-to-convert-a-word-document-to-a-pdf.md): Learn how to turn a word document into a PDF so that you can upload it to the agency hub. - [How to download & print care logs for a Care Recipient](http://help.birdie.care/en/articles/2096769-how-to-download-print-care-logs-for-a-care-recipient.md): Easily download care logs for a specific care recipient or care logs for the entire day ## Integrations & External Rostering Systems - [Using Birdie with an External Rostering Integration](http://help.birdie.care/en/articles/4536888-using-birdie-with-an-external-rostering-integration.md): Learn more about which rostering systems we're compatible with. - [How to Resolve Integration Issues Using Your Integration Dashboard](http://help.birdie.care/en/articles/3656289-how-to-resolve-integration-issues-using-your-integration-dashboard.md): How to check and solve integration issues from your Agency Hub - [How to Sync Carer & Client Status Using Careplanner](http://help.birdie.care/en/articles/4063710-how-to-sync-carer-client-status-using-careplanner.md): How to make your Carers & Clients inactive on Birdie using the Careplanner integration - [What Information Does Birdie Sync From Careplanner?](http://help.birdie.care/en/articles/6969794-what-information-does-birdie-sync-from-careplanner.md): See what information Birdie syncs from Careplanner so you can reduce duplicating work and spend more time on the things that matter - [What Information Does Birdie Sync From CareFree?](http://help.birdie.care/en/articles/4294942-what-information-does-birdie-sync-from-carefree.md): See what information Birdie syncs from CareFree so you can reduce duplicating work and spend more time on the things that matter - [How To Add & Sync A Carer From CareFree To Birdie](http://help.birdie.care/en/articles/6085206-how-to-add-sync-a-carer-from-carefree-to-birdie.md): Help on how to set up a carer using your CareFree rostering and ensuring they sync to Birdie - [How To Add & Sync A Client From CareFree To Birdie](http://help.birdie.care/en/articles/6049403-how-to-add-sync-a-client-from-carefree-to-birdie.md): Help on how to set up a client using your CareFree rostering and ensuring they sync to Birdie - [What Information Does Birdie Sync From Staffplan?](http://help.birdie.care/en/articles/6085109-what-information-does-birdie-sync-from-staffplan.md): A quick guide on what information Birdie will pull from Staffplan reducing duplication of work! - [How to Add & Sync a Client From Staffplan to Birdie](http://help.birdie.care/en/articles/6081588-how-to-add-sync-a-client-from-staffplan-to-birdie.md): Help on how to set up a client using your Staffplan rostering and ensuring they sync to Birdie - [How to Add & Sync a Carer From Staffplan to Birdie](http://help.birdie.care/en/articles/6081006-how-to-add-sync-a-carer-from-staffplan-to-birdie.md): Help on how to set up a carer using your Staffplan rostering and ensuring they sync to Birdie - [What Information Does Birdie Sync From CARAS?](http://help.birdie.care/en/articles/6963020-what-information-does-birdie-sync-from-caras.md): A quick guide on what information Birdie will pull from CARAS reducing duplication of work! ## Care Circle & Third-party Access - [The Care Circle Birdie App for Family & Friends](http://help.birdie.care/en/articles/6006503-the-care-circle-birdie-app-for-family-friends.md): Everything you need to know from how to download the app to what you will be able to see. - [How to invite members to the Care Circle](http://help.birdie.care/en/articles/1392125-how-to-invite-members-to-the-care-circle.md): How to add a family member or friend to your care recipient's care circle - [How to invite Care Recipients to view their own digital care notes](http://help.birdie.care/en/articles/2940053-how-to-invite-care-recipients-to-view-their-own-digital-care-notes.md): Put your care recipient at the centre of their care by inviting them to use Birdie - [How to Share a Client's Care Information With a Third Party](http://help.birdie.care/en/articles/2891579-how-to-share-a-client-s-care-information-with-a-third-party.md): Give secure access to third parties to your client's care information ## Product Support - [Frequently Asked Questions](http://help.birdie.care/en/articles/14737149-frequently-asked-questions.md): All your most commonly asked questions, neatly nested in one place! Use Cmd + F or Cntrl + F to search your key word - [How to use the product portal](http://help.birdie.care/en/articles/4529333-how-to-use-the-product-portal.md): Keep in the loop about what features we are working on and submit your own feedback with Birdie's product portal - [How to Prepare for Daylight Saving Time on Birdie](http://help.birdie.care/en/articles/9032039-how-to-prepare-for-daylight-saving-time-on-birdie.md): Overnight visits may be impacted when Daylight Saving Time occurs, learn how to deal with this change on Birdie - [How to prepare for the clocks going back in Birdie](http://help.birdie.care/en/articles/8485048-how-to-prepare-for-the-clocks-going-back-in-birdie.md): Overnight visits may be impacted on the date when British Summer Time ends in the UK. - [What are the implications and best practices for linking a care professional’s Birdie profile across multiple agencies?](http://help.birdie.care/en/articles/15203179-what-are-the-implications-and-best-practices-for-linking-a-care-professional-s-birdie-profile-across-multiple-agencies.md)