Please note: Actions are available on the majority of Birdie packages, excluding Entry, Starter, and new Care Management packages. Tags are available on the majority of Birdie packages, excluding Entry, Starter, Core, and new Care Management packages. Please get in touch if interested in more information on this feature!
It can be difficult to go back and remember what piece of information can be used as evidence in a CQC inspection, however, you can now start pulling together evidence as it is created or input into Birdie!
We are now making it easier to filter and categorise the large volume of information collected by your agency with our Action and Tag features.
The Actions feature will allow you to schedule a manual action and assign this to a member of the team to be completed by a set date. This is handy for monitoring back-office jobs and keeping track of important tasks.
The Tags feature will enable you to categorise visits, notes and alerts helping you to find what you are looking for, see trends and easily collect evidence when you audit your care.
Please note: Adding actions will not show on the Care Professional app even if you have added an action for a Care Professional, this feature is for the agency hub.
How to add an action
If you have the Essentials Package you can create an action within Birdie. You can do this in three places:
Within the Inbox tab
Within the Client Feed
Within the Carer Feed
In each of those locations, you can add an action by clicking on Add new and selecting Action at the top of the screen.
You can now add the details of the action, you can assign the carer and client and create a title for the action. There is a free text box where you can add as many details as required. Click Save when you are done.
Please note: You can only assign an action to one person, if you need to assign multiple people to one action you will need to create the action again.
You are also able to filter the Actions the same as how you would filter concerns allowing you to keep track of the most urgent actions in your agency.
How to view my actions
Any Action that is created will appear within the Inbox tab. Here, you'll be able to see:
All - all actions created and open across your branch or agency
My actions - all actions that have been assigned to you
Due today - all actions that are due today, making it easy to prioritise what needs your attention.
Done - All actions that have been resolved.
How to track progress and changes of an action
When you click into an Action, you'll see two tabs. Details, which provides an overview of the action, including who it's assigned to, as well as Timeline, which will showcase all changes and updates made to the action since it was created.
To update the status, you can:
Mark as 'In progress'
Mark as 'Done'
This status change will also be reflected in the Timeline tab.
Please note: The above Actions functionality is available as part of Birdie’s Essentials package. To learn more about how to benefit, please contact your Account Manager.
For those on our Premium package, you will also be able to benefit from:
With recurring actions, you will be able to set actions to repeat over regular intervals. To do this, create and assign an action - and select the period over which it repeats, i..e every 3, 6 or 12 months.
Linked actions will enable you to link an action to a specific visit, note or alert. To do this:
Click into a visit card within the Log tab and select ‘Actions’. Here, you’ll be able to review any action already linked to this visit. Or you can create a new one by selecting ‘Add new action.’
Click into an alert card within the Inbox tab and select ‘Actions’. Here, you’ll be able to review any action already linked to this alert. Or you can create a new one by selecting ‘Add new action.’
Click into any note Carer and Client feed and select ‘Actions’. Here, you’ll be able to review any action already linked to this visit. Or you can create a new one by selecting ‘Add new action.’
How to add a Tag
Adding a Tag allows you to surface information quicker and easily collect evidence when you audit your care.
Where can I add a Tag:
You can add a tag when creating any Action as described above, or when creating a new Note within the Carer Feed or Client Feed.
Simply click on the Add Tag button and select from the list of tags. You can choose to add as many tags as you'd like.
Tag types include:
Five key lines of enquiry
If you cannot find the tag you want there is a Make a suggestion button in the tag box.
How to Edit or Archive an Action
If you need to edit an action you can do this by clicking on the action and clicking the Edit button at the bottom.
From here you can change the name, due date and who it is assigned to as well as add any additional notes.
At the moment it is not possible to remove an Action, however, you can archive an Action that has not been completed yet. To do this click on the Action and click the three dots in the right-hand corner, then click Archive.
This will now be moved to the archive section on this page.
Birdie Academy video