Congratulations on joining the Birdie family!  🎆🙌

We've put together a list of things you can do to prepare yourself and your team to get up and running with Birdie.


Step 1: Interface creation

Your Onboarding Manager will set up your Birdie interface, in conjunction with your rostering provider if you have one, and you will receive an email confirming your Birdie access.

Step 2: Kick-off call

Your Onboarding Manager will then contact you to agree on a suitable date to carry out a telephone or online kick-off call. This will be an opportunity to get acquainted, define an implementation plan, and agree on next steps, including a date to get your care agency live and reporting on Birdie.

Step 3: Office team training
We strive to build a system that is as user-friendly and intuitive as possible! But you will of course receive training to make sure you get fully familiar with the system and get value out of it as soon as possible. Training will be in the form of an online course, a live Zoom webinar and/or a 1-1 training session. You will see a demonstration of the Birdie Agency Hub, including all of our features designed to make your life easier, and the carer app. Do not hesitate to ask any awkward questions, really get a feel for the product and let us know what you'd love to see next.

Step 4: Agency Hub setup

Once you've been introduced to the Agency Hub, you can start creating carer and client profiles by selecting from your Clients and Team tabs. 

If you're using Birdie with a rostering integration, you will notice your Agency Hub already has some pre-populated information for your carers and clients. Once you've completed your training session, you'll be able to add more information to your clients' profiles.

Carer information you will need to fill out: name, surname, unique phone number

Client information you will need to fill out:

  • About me: this section includes personal and person-centered details such as identity, medical history, future planning, etc.

  • Care plan: you can create bespoke care plans directly on Birdie, or upload existing care plans in PDF format to save time.

  • Visit plan: you will need to schedule tasks and medications to build visit plans for your carers to report on. If you use a rostering integration, you will also have to create a schedule for those visit plans with the Visit Planning feature.

Step 5: Caregiver training

The best way to ensure your caregivers are confident using Birdie is to train them shortly before live date. Whether you plan to carry out an onsite training day with all your caregivers, where you can support them to download the app and submit their first report, or to ask them to complete their training in their own time, we are here to help!

Caregivers can be enrolled in the Birdie Academy, our online app training course designed to equip caregivers with all they need to know to start reporting using Birdie. We have also created comprehensive YouTube videos which will give and your team a full walkthrough of the carer app, from downloading it all the way to submitting a report. Contact your Onboarding Manager or the Customer Support team via the live chat in order to find out more!


Step 6: Launch week
Once all of your carers have downloaded the Birdie app and practiced using it to record their visits, you are ready to launch! Carers will be invited to use Birdie to submit reports for all of their visits.


Step 7: Going paperless
We know that paperwork takes a lot of agency staff time and can put you at risk of missing important care information, which subsequently can increase the risk of obtaining an undesirable CQC rating. You are ensuring that a high standard of care is being delivered every day, and we want to ensure that your records and reports are of equal quality.

For this reason, we are committing to help you to become 100% paperless within 4 weeks of launching Birdie in your agency, providing the above steps are in place.


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