Client Management

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

23 articles in this collection
Written by Gwen Le Calvez, Beth Colquhoun, Christabelle and 2 others

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 Christabelle
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 Christabelle
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 Christabelle
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 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.

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 Christabelle
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 Christabelle
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 Christabelle
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 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

Written by Christabelle
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 Christabelle
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 Christabelle
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 Christabelle
Updated over a week ago

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

Written by Christabelle
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 Christabelle
Updated over a week ago