Please note: These updates are currently being tested as part of a limited beta. We will let you know when these changes are available more widely across the Birdie Platform.
Learn how to view and edit Care Recipient funding. Your Care recipient list will be pre-populated into this tab making it easy for you to see who has and hasn't got funding assigned to them. This ensures a smooth Visit Confirmation process and saves you time!
How to view Care Recipient funding
Start By clicking on the Finance tab and going to Client Funding. Here you will see a list of your Care Recipients.
To view funding information linked to this Care Recipient click on the card, here you can view the:
Care Recipient's funding, in the form of linked contracts(Formerly known as purchase orders)
Payer name
Service types
Maximum hours per week (optional)
How to add funding
To add funding for a Care Recipient click on their Client funding card and click the Add funding button.
Here you will be able to add:
The contract
Maximum hours per week (optional)
Service types
Information regarding the contract such as Payer and rate card will be prepopulated from when you first create the payer profile.
When you have added the information click Save in the top right-hand corner. When you return to the Client funding tab you will be able to see this contract.
How to remove funding
If you need to remove funding from a Care Recipient, you can do this by clicking on their client funding card and clicking the Bin icon on the funding you want to remove.
A message will pop up confirming your actions, if you want to remove this funding click Yes, proceed.
You will then be able to see a trail of these removed funding sources by clicking the Show inactive contracts button. This will also indicate how many inactive funding sources the Care Recipient has with a number in brackets.
