Documenting key personal details for your care recipients in Birdie allows you to build a person-centred representation of them which can be easily shared and accessed by your care staff at a click of a button.

How to add your client's details?

  • Head over to your 'Clients' tab

  • Select 'Create new client'

Please note if you are using a rostering integration your care recipients profile will already be in your agency hub, with some fields pre-populated making your job that much easier.

Personal details

Fill out your client's personal details information including their preferred name, pronoun, DOB and address. Here, you can also add a picture of your care recipient which can be seen on the caregiver app.

Personal identity

In this section, you can add more valuable information like their culture, religion, sexuality, background and preferences and how this may affect the care they wish to receive.

Clinical details

Here you can add specific details related to a client's medical and clinical background including their NHS number, any medical conditions or events and how you plan to support the client with their medication needs.

Key contacts

This section can be used to save information and contact details on a care recipient's nominated next-of-kin/emergency contacts.

Please note any NoK/emergency contacts saved here will be automatically added to the Care Circle section.

Future planning

In this section, advanced care planning and decisions can be recorded to plan for any future care and support. You can log whether a care recipient has a Lasting Power of Attorney (LPA), Do Not Attempt Cardiopulmonary Resuscitation (DNACPR), Advance Decision to Refuse Treatment (ADRT) and Recommended Summary Plan for Emergency Care and Treatment (ReSPECT).

Agency admin

Lastly in your agency admin section, you can add important information to share amongst your care team including a rag status, family involvement and funding arrangements.

Once you've created your care recipient's 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.

What's next?

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