Client Management

All the information you need to get your client's profile up and running on Birdie

Gwen Le Calvez avatar Beth Colquhoun avatar Luke Cullimore avatar +3
24 articles in this collection
Written by Gwen Le Calvez, Beth Colquhoun, Luke Cullimore and 3 others
Adding client information

How to add a Care Recipient to your agency hub

Add your care recipients to your Agency Hub and see how to fill out their profile
Anjelica avatar
Written by Anjelica
Updated over a week ago

How to add details to your client's profile

Luke Cullimore avatar
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
Luke Cullimore avatar
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
Luke Cullimore avatar
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...
Beth Colquhoun avatar
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.
Luke Cullimore avatar
Written by Luke Cullimore
Updated over a week ago

How to use Birdie’s Client Feed and Notes

Quickly surface care recipient-specific evidence for audits and inspections
Sabrina Treitz avatar
Written by Sabrina Treitz
Updated over a week ago

How to enable Geolocation check-in for a client

You can set your client's coordinates either in your rostering system or in Birdie.
Gwen Le Calvez avatar
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
Luke Cullimore avatar
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.
Luke Cullimore avatar
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
Anjelica avatar
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
Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago