How to complete a visit on the Birdie app

Add tasks, medications, and observations in just a few clicks

Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

Please note: The following feature is available for all of Birdie’s packages.

Birdie will help you to report your visit in just a few clicks while sharing real-time information with your agency and the care recipient's loved ones!

For a handy downloadable guide, click the button below.

Or, you can watch this video to see exactly how you can complete a visit using the Birdie app.

So how does it all work?

Step 1: Download and open the Birdie app

Step 2: Create a 4-digit passcode to ensure your app can only be accessed by yourself

Step 3: Click the Visits tab at the bottom of your screen to access your visits and Care recipient

Please note: If you do not see the Visits tab on your Birdie app, you can start a visit by Clicking the Clients tab at the bottom of the screen and then selecting the Care recipient you're visiting.

Checking into your visit

Step 4: Tap Start report at the bottom of the screen to check information about your Care Recipient

Step 5: Tap Check in to inform your agency that you've arrived at your Care Recipient's home

Ticking off your tasks

Step 6: Click on Care plan and the correct time of day to view your tasks for the visit

Step 7: Tick off the tasks that you have completed

Step 8: Click on Finish Tasks

Please note: You will only see tasks and medications on the day of the visit and not before.

Administering medication and adding observations

Step 9: Select Tasks and Medication to view and administer medication for your care recipient

Step 10: Click through each section of the Care log to report on how the care recipient is, and share your observations during the visit. You can even attach a photo if needed when adding a note. Once you've filled in all the boxes relevant to your visit, click on Finish Reporting

Finishing your visit

Step 11: When you have finished your notes, click on Complete Visit. A box will appear asking you to confirm that you have finished. 

Please note: Once you have completed a visit and checked out you will not be able to check back into the same visit, so make sure you have completed everything before you check out!

You're done! Your agency will now receive a real-time update on the Care recipient's well-being. They will also be informed on the great job that you are doing!

If you have any questions, please remember that we are always here to support you.

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