Please note: this feature is available for birdie platform essentials users leveraging our rostering and finance functionality - if interested in learning more, please get in touch with your account manager!

We know your care recipients may have periods of time where they may not require visits - whether it be on a temporary basis, in the event they are going on holiday - or permanently, because they no longer require your agency’s services. And often, you know of these periods ahead of time.

birdie is enabling you to schedule periods of inactivity for your care recipients - for both temporary and permanent inactivity - in advance. This means you can identify periods where your care recipients will be inactive well in advance - and any visits for the specific period will be automatically cancelled for that individual care recipient.

Within agency admin tab of the About Me profile, review your care recipient's status. To schedule new inactivity, simply click the 'edit' button next to the status section.

Here, you can review upcoming periods of inactivity. To schedule new inactivity, simply click the button of the same name.

A modal will pop up, allowing you to:

Please note: When selecting permanent inactivity, with the reason 'Left service', you will also have the ability to record a more granular reason pertaining to why they’ve left the service, including:

You can then to choose to apply the changes, if happy - or discard if you’d not like to proceed with scheduling the inactivity.

Once scheduled, this means that any visits for the specific period you have scheduled will be automatically cancelled for that individual care recipient.

Please ensure you hit the green 'Submit' to apply these changes.

Please note: Any visits scheduled will be cancelled during the period of inactivity. Any visits that are due to start before this period of inactivity will not be cancelled automatically.

Please note: This feature is available for those leveraging the Birdie Platform, including our rostering and finance functionality, and on the Essentials package.

Any visits scheduled to start/occur during this period of inactivity will be cancelled automatically. Visits due to start before this period of inactivity will not be cancelled.

Yes, inactive care recipient visit schedules and associated data will be automatically cancelled for care recipients during these periods of scheduled inactivity. At this time, this means those visits cancelled as a result of inactivity can’t be paid/charged for within the Finance tab.

Yes, you may have multiple planned periods of inactivity for a care recipient at any time. For example, if your care recipient is due to go on holiday from 1st Nov - 5th Nov, and then is booked in for a planned hospital admission from 6th Nov - 10th Nov, you are able to schedule both of these inactivity periods.

Please note: if any of these periods of inactivity overlap (i.e. 1 period 1st Nov-7th Nov, another period from 6th Nov-10th Nov), it will not be possible to schedule these overlapping periods in birdie.

Yes, it is possible to edit the start and end dates of a period of inactivity. It is not possible to update the start date of an inactivity period that has already passed. Adding an end date when scheduling a period of inactivity is optional, so you can always go in and update it with the correct end date once you have that information.

When you have scheduled a period of inactivity, your care recipient will remain active up until the dates for which you scheduled that period of inactivity (i.e. October 12 - 20). When their scheduled period of inactivity is over (i.e. October 21), their status will become Active again in the system. If you wish to make the care recipient active again before the end of the scheduled period of inactivity, you will need to edit the period of inactivity so that the end date/time is now.