Please note: Once the Beta has finished these changes will automatically update for anyone using the Birdie finance offering.
At Birdie, we are always striving to make our platform as easy and intuitive to use as possible. This is why our dedicated finance engineers have updated the way our finance offering works. These features are currently in Beta which means they will continue to be tested and perfected. This article will guide you through what changes you can expect to see.
How funding works at the moment
The current funding section defines how people pay and what they pay for.
There are currently three sections in Funding: Payers, Contracts and Purchase orders.
Payers - This is the list of people who you charge for Care and their details
Contracts - This is information on how the payers pay for care
Purchase orders - This is a section in which you define whose care the payers pay for
What is changing?
The changes to Funding are only affecting the way that Funding information looks, but the underlying data and the ability to add and edit information remain the same. No information will be lost when the change occurs, and there is no need to input new information.
The new Funding design is divided into 2 sections: Payer contracts and Client funding. This is what the sidebar will look like once the change occurs:
Introducing the new tabs:
Payer Contracts
Your payers will now be shown as a list of cards on the left-hand side of the Payer Contracts page. This gives you the most important information about a payer at a glance.
In this example, we can see that Ahsan has 3 Care Recipients assigned to them that they pay for.
Add a new payer - Clicking the + button will allow you to add a new payer. All of the information you previously would have added when creating a payer remains the same.
Search or filter payers - We have also made it much easier to search for Payers on this page by adding payment method and service type filters.
Payer details - When you click on a payer in the list, you will be able to see all of the payer’s details, which were previously set and shown in the Payers tab.
Payer name
Email address
Phone number
Address
Payment method
Invoice preferences
You can edit this information clicking on the edit symbol in the top right corner of the page.
Payer contracts - When you click on a payer in the list, you will also be able to see all of the payer’s contracts, which were previously set and shown in the Contracts tab, as well as additional details that could previously only be viewed when a contract was selected:
How many active contracts they have
The rate card for that contract
Service types linked to that contract
Invoice format
Invoice group
You can add a contract by clicking on Add contract, and you can update any contract by clicking on the edit symbol in the top right of the contract card:
Client funding
This new tab combines your Client list with the old Purchase orders page to show you all the context you need when reviewing and editing the funding that your clients receive.
Client list - Like the payer's list, Care recipients are now displayed in a list of cards on the left-hand side. The summary on each card shows whether the Care Recipient is linked to any contracts.
Previously, this could only be seen on a client-per-client basis by going to their Visit planning page.
Reviewing and adding funding (formerly known as Purchase Order) - by clicking on a Care Recipient on the left-hand side of the Client funding page, you can review their funding (i.e. all of their Purchase orders) in one place, whereas you previously would have had separate Purchase orders.
You will now also be able to see the Maximum hours per week that are set as part of the funding (including any Maximum hours set on your historic Purchase orders).
You can also add funding, which is the same as creating a Purchase Order.
