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Client Management
Client Management
All the information you need to get your client's profile up and running on Birdie
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24 articles in this collection
Written by
Gwen Le Calvez,
Beth Colquhoun,
Luke Cullimore
and 3 others
How to use Birdie’s Client Feed and Notes
Quickly surface care recipient-specific evidence for audits and inspections
Written by
Sabrina Treitz
Updated over a week ago
Adding client information
How to add clients and carers to your agency hub
Add your clients and carers to your agency hub following these simple steps
Written by
Beth Colquhoun
Updated over a week ago
How to add details to your client's profile
Written by
Luke Cullimore
Updated over a week ago
How to add a picture to your client's profile
Make your clients profile even more person centred by adding a profile picture
Written by
Luke Cullimore
Updated over a week ago
How to use the About Me feature
Make your client profile as person-centred as possible with our About me feature
Written by
Luke Cullimore
Updated over a week ago
How to add future planning details to your client's profile
Learn how to fill in or update your client's personal details in the Birdie Agency Hub. Personal details, DNAR status, power of attorney...
Written by
Beth Colquhoun
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.
Written by
Luke Cullimore
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.
Written by
Gwen Le Calvez
Updated over a week ago
Evaluating your care recipients care using a risk level status
Highlight and categorise care recipients level of care by severity level
Written by
Luke Cullimore
Updated over a week ago
How to add NoK details to Birdie
In this article, you'll learn how to add NoK/emergency details to Birdie.
Written by
Luke Cullimore
Updated over a week ago
How to make your carers and clients active or inactive on Birdie
Easily update your client's and carer's active or inactive status on Birdie
Written by
Anjelica
Updated over a week ago
How to allocate carers to specific clients
Give your carers access only to the clients they are visiting
Written by
Beth Colquhoun
Updated over a week ago
Clients with supported living and live in care
Using Birdie for Supported Living
Guide to managing Supported Living visits in the Birdie Platform
Written by
Osagie Noze-Otote
Updated over a week ago
Using Birdie for Live-In Care
Guide to managing Live-in care visits in the Birdie Platform and carer app
Written by
Osagie Noze-Otote
Updated over a week ago
Assessments
How to use the Waterlow pressure ulcer risk assessment on Birdie
Place your client at the centre of their care with an assessment tailored to their needs
Written by
Luke Cullimore
Updated over a week ago
How to create a financial assessment using Birdie
Place your client at the centre of their care with an assessment tailored to their needs
Written by
Luke Cullimore
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
Written by
Luke Cullimore
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
Written by
Luke Cullimore
Updated over a week ago
Assess your care recipients communication needs using Birdie
Place your client at the centre of their care with an assessment tailored to their needs
Written by
Luke Cullimore
Updated over a week ago
How to create a moving & handling assessment on Birdie
Place your client at the centre of their care with an assessment tailored to their needs
Written by
Luke Cullimore
Updated over a week ago
How to manage your care recipients medication risks and mitigations on Birdie
Written by
Luke Cullimore
Updated over a week ago
Documents
How to upload documents onto the Agency Hub
How to upload a document to a specific client or all of your clients profiles
Written by
Anjelica
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.
Written by
Anjelica
Updated over a week ago
How to make uploaded documents visible for your carers
Share important information easily with your caregivers.
Written by
Luke Cullimore
Updated over a week ago