Birdie for Care Managers

You will find in this section all the information you need to get started with Birdie at your care agency!

Gwen Le Calvez avatar Beth Colquhoun avatar Luke Cullimore avatar +4
72 articles in this collection
Written by Gwen Le Calvez, Beth Colquhoun, Luke Cullimore and 4 others

Resources to introduce your clients, staff, and family members to Birdie

Downloadable files for you to share
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated this week

How to complete the About Me section

How to complete your clients profile on the Agency Hub
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

How to use the alert manager

A short video to go through how respond, make and manage alerts on Birdie
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

How to use Birdie's E-Signatures

A short video on how to use e signatures
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

How to upload documents on the Agency Hub

A short video to show how to upload any documents to a clients file
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Collecting electronic signatures from your clients, using Birdie

Have a fully paperless onboarding with your clients, sign documents instantly in a client's house.
Eleanor Scouller avatar
Written by Eleanor Scouller
Updated over a week ago

How do I change the time or duration of a visit?

To give carers some time to complete their plans, you may want to alter the time or duration of a visit. This is something you can do!
Ravi avatar
Written by Ravi
Updated over a week ago

What does a 'Visit not completed' alert mean?

We have a specific medication alert that is related to your visit plan. This means you can resolve any medication errors within 5 minutes.
Ravi avatar
Written by Ravi
Updated over a week ago

Uploading your agency documents to the hub

How to upload agency documents to the agency hub, so clients can sign them electronically.
Eleanor Scouller avatar
Written by Eleanor Scouller
Updated over a week ago

How do I access my client's MAR Chart on Birdie?

Now that you are able to view and audit your MAR chart in real time, let's show you how easy it is to access!
Ravi avatar
Written by Ravi
Updated over a week ago

Understanding visit cards

If you want to check the real time visit completion of your clients visit plans, you can! Follow this guide on how to read your visit cards.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I add my client's medication on Birdie?

Use Birdie's MAR chart to rapidly respond to any medication errors, NEVER have a 'no record' error, and audit all the client's medications.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I allocate medications that are not daily to an ongoing visit schedule?

The nature of certain medications mean that they don't follow a regular daily schedule. Here's how you can safely monitor this on our MAR.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I allocate tasks that are not daily to an ongoing visit schedule?

We understand that not all tasks will need to be done everyday, and we want this to reflect on the visit plan for the carers. Here's how...
Ravi avatar
Written by Ravi
Updated over a week ago

How can I add new tasks to my client's plan?

As you support your client, you may do more, or different things for them. Here's how to rapidly add tasks and show a responsive care plan.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I edit or stop a task?

We want making changes to tasks as quick and easy for you to ensure safe and responsive care delivery.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I edit or stop a medication?

The essence of being a safe and responsive care agency lies in the ability to rapidly update any medication changes. See how Birdie does it.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I delete a visit schedule?

Mistakes happen, and we want to show how you can delete schedules entirely to clean up your Visit Planning page
Ravi avatar
Written by Ravi
Updated over a week ago

How do I end a visit schedule?

If a client's regular schedule changes, you can use Visit Planning to update and reflect this.
Ravi avatar
Written by Ravi
Updated over a week ago

How do I cancel a single visit?

Last minute cancellations are bound to happen - let's see how you can reflect this on Birdie to better audit your care history
Ravi avatar
Written by Ravi
Updated over a week ago

What is Visit Planning?

Exploring Birdie's solution to creating tailored, effective, support plans that are safe, responsive, and lead to no missed medications
Ravi avatar
Written by Ravi
Updated over a week ago

How to configure your agency's passcode settings?

Learn how to set up and personalise your Birdie app passcode.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How do I change the order of tasks in a visit plan?

We want care delivery to be as easy and straightforward for carers. Here's how you can order the tasks in a visit for the carers to follow
Ravi avatar
Written by Ravi
Updated over a week ago

How do I turn Visit Planning on?

Our Visit Planning feature ensures your clients have a comprehensive list of tasks and medication to complete on their call.
Ravi avatar
Written by Ravi
Updated over a week ago

How to use the new About Me feature

Christabelle avatar
Written by Christabelle
Updated over a week ago

How do I remove a task or medication from a visit card?

Updating a visit plan can involve last-minute changes in the visit plan - here's how to remove specific tasks and medications from a visit
Ravi avatar
Written by Ravi
Updated over a week ago

How to manage visit visibility in the caregiver app

Gain greater control over the visibility of rotas shown in the app.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How do I add tasks and medications to a visit card?

Learn how to create a customised and effective support plan for your clients
Ravi avatar
Written by Ravi
Updated over a week ago

Using Birdie with a rostering integration

Learn more about which rostering systems we're compatible with.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to use the product portal

Keep in the loop about the goings-on at Birdie HQ with our product portal
Christabelle avatar
Written by Christabelle
Updated over a week ago

How do I create a visit?

Now that you've turned Visit Planning on, let's add a visit
Ravi avatar
Written by Ravi
Updated over a week ago

Introducing Birdie Analytics

Gain deeper insights to improve your care delivery and care agency business
Christabelle avatar
Written by Christabelle
Updated over a week ago

View any documents uploaded in the caregiver app

Share important information easily with your caregivers.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to download and print your care recipient's care plan

Easily print and leave a copy of a care plan in your client’s home or share it with their care circle
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to manage your care recipients medication risks and mitigations on Birdie

Christabelle avatar
Written by Christabelle
Updated over a week ago

Introducing the overruns/underruns feature

Understand and validate why an actual visit length is longer or shorter than expected
Christabelle avatar
Written by Christabelle
Updated over a week ago

Creating a body map for cutaneous medications on Birdie

Learn how you can use a digital body map to support medication administration in the Birdie app
Christabelle avatar
Written by Christabelle
Updated over a week ago

How does the digital care planning feature work?

A digital tool to guide the creation of effortless, holistic and person-centered care plans.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to create an in app message for caregivers

Creating an in-app message that will be displayed on the caregiver app.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to use the Coronavirus symptom observation

Spot and be alerted to any COVID-19 symptoms immediately
Christabelle avatar
Written by Christabelle
Updated over a week ago

Assessing mental health capacity using Birdie

Place your client at the centre of their care with an assessment tailored to their needs
Christabelle avatar
Written by Christabelle
Updated over a week ago

CORONAVIRUS (COVID-19) - Birdie contingency plan

Birdie’s action plan and resources for staying safe and supporting your clients and care staff
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to navigate between different agency branches on Birdie

If you are a care manager or caregiver linked to more than one agency, you can manage your care branches seamlessly with Birdie
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to set the coordinates for a client? (To enable GPS Checkin)

You can set the client coordinates either in your rostering system, either in Birdie.
Gwen Le Calvez avatar
Written by Gwen Le Calvez
Updated over a week ago

Using your rostering integrations dashboard

How to check and solve integration issues from your agency hub
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Assessing your clients environment using Birdie

Place your client at the centre of their care with an assessment tailored to their needs
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to use Medication Manager to audit your medication

By monitoring Medication Manager, you know exactly if and what medication has been administered to clients during care giver visits.
Christabelle avatar
Written by Christabelle
Updated over a week ago

List of all tasks on Birdie

A list of every task currently available on Birdie
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Written by Christabelle
Updated over a week ago

Why the perception of social care needs to change?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How to use social media to hire carers?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How do I attract and keep the best carers?

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Written by Christabelle
Updated over a week ago

How do I improve my CQC rating with Birdie?

For Care Managers wanting to attract more clients and more carers without having an effect on their mission to deliver care.
Christabelle avatar
Written by Christabelle
Updated over a week ago

Secure Call Monitoring

Our Secure Call Monitoring options makes it possible to be even more confident in your care delivery.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How does using Birdie demonstrate that my care agency is led well?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How does Birdie help me be more effective as a care agency?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How does using Birdie demonstrate that my care agency is caring?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How can using Birdie make me more safe as a care agency?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How can using Birdie make you more responsive as a care agency?

Christabelle avatar
Written by Christabelle
Updated over a week ago

How to indicate your client self administers their medication?

Mark your client as self-administering their medication so that your care staff don't have to record it in the app.
Christabelle avatar
Written by Christabelle
Updated over a week ago

How to add friends and family members to a client's care circle

Invite friends and family members to view their loved one's care reports on Birdie
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Inviting clients to view their own digital care notes

Put your client at the centre of their care by inviting them to use Birdie
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to share your client's care information with a third party?

Give secure access to third parties to your client's care information
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to download and print care logs?

Download care logs for any of your care recipients on the Agency Hub
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Preparing to launch Birdie in your agency

An overview of the next steps
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to use Alert Manager

Learn how to monitor and resolving alerts using your Alert Manager.
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to add clients and carers to your agency hub?

Add your clients and carers to your agency hub following these simple steps
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to allocate carers to specific clients?

Give your carers access only to the clients they are visiting
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

How to login to the Birdie Agency Hub

A step-by-step guide to support you to log in
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

How to add tasks to your client care plans

A guide on how to use the task planner on the agency hub
Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Supporting carers to use Birdie

Top tips for improving carer activation
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago