If you have our Care Planning Tool feature, you'll now be able to assess your care recipients financial needs digitally using Birdie. 

Our digital assessments allow you to save precious time and focus on delivering quality care to your care recipients, as well as ensuring that care remains person-centered by making these digital assessments visible on the caregiver app.

How to find and use the digital financial assessment on Birdie

Select your client and navigate to their care plan section, once there you'll find the financial assessment amongst our library of assessments.

Go through each of the questions in the collection and management sections of the assessment until you have completed the needs assessment for the care recipient.

What's next?

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