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Client Management
Client Management
All the information you need to get your client's profile up and running on Birdie
Adding client information
Best practices for creating and naming demo clients in birdie
How to add a Care Recipient to your agency hub
How to add details to your Care recipients profile
How to add a picture to your client's profile
How to use the About Me feature
How to use the Scheduling Calendar [beta]
How to add future planning details to your client's profile
How to indicate your client self administers their medication
How to use Birdie’s Client Feed and Notes
Evaluating your care recipients care using a risk level status
How to add NoK details to Birdie
How to make your carers and clients active or inactive on Birdie
How to make care recipients inactive in the Birdie Platform
How to schedule a period of upcoming inactivity
Clients with supported living and live in care
Using Birdie for Supported Living
Using Birdie for Live-In Care
Assessments
All the Assessments that are available in birdie
How to use the Care Recipient Auditing Documents
How to use the Waterlow pressure ulcer risk assessment on Birdie
How to create a financial assessment using Birdie
Assessing mental health capacity using Birdie
Assessing your clients environment using Birdie
Assess your care recipients communication needs using Birdie
How to create a moving & handling assessment on Birdie
How to manage your care recipients medication risks and mitigations on Birdie
Documents
How to upload documents onto your care recipients' care plans
How to upload documents for e-signature
How to make uploaded documents visible for your carers
