Adding a new client

In order to get your caregivers ready to use Birdie in their care recipient visits, you'll need to create care recipient profiles in your Birdie agency hub.

  1. Click on the "Clients" button in the menu on your left.

  2. Select "Create new client"

  3. Fill your client's details including their address and medical history

Please note if you are using a rostering integration your client's name, address and contact details will already be in your agency hub making your job that much easier. 

Once you've created your client's basic profile, you can build a care plan, risk assessments, and add medication to ensure that your caregivers have the perfect profile to carry out safe and responsive care.

Adding a new carer

The process is exactly the same when adding new carers, simply go to your Agency hub

  1. Click on the the "Team" button in the menu at the top of your screen

  2. Select "Add new Caregiver"

  3. Fill your carers name and number and save their details

Please note if you are using a rostering integration your carer's name and contact details will already be in your agency hub making your job that much easier.

Once an account has been created, you can decide when to invite a carer to the app by clicking on the "Invite" button.

How do I create an additional admin user?

  • To create an admin user, simply go to 'Team' and select the caregiver profile

  • Click 'Edit details'

  • Tick the 'Admin' box and a login email will be sent to the user

What's next?

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