BirdieAcademy

Introduction to Care Coordinator course

Helpful tips before starting

Rostering Glossary of terms

Rostering Flowcharts

How to create Groups for your Care recipients and Care Professionals

How to manage your Care Recipient's Care Team

How to input your Care Professionals' availability

How to book a Care Professional's absence, sick Leave or holiday

How to manage rota visibility for Care Professionals

Care Professional and Care Recipient management Quiz

How to add your Care Recipients Visit Schedule

How to edit a Visit Schedule

How to assign Tasks and Medication to Visits

How to use the Skills Matching feature

Visit schedule Quiz

How to assign regular Care Professionals to scheduled weekly Visits

How to apply your Weekly Template in the Roster Dashboard

How to auto-assign the Weekly Rota

How to create and manage Runs in the Roster Dashboard

How to template Runs using the Regular carer feature

Templating and Runs Quiz

An overview of the rostering screen

How to re-assign a Single Visit in the Rota

How to change the time or length of a visit

How to cancel a visit in the Rota

How to use the Multi-Client check-in feature

How to use the Team Utilisation feature

Rota Quiz

How to set Funding arrangements for Visits

How to Confirm Visits for Invoicing and Payroll

How to access support when you need it

Feedback Survey