Digital assessments
Understand every client’s needs with over 25 validated assessments, built-in recommendations, and recurring review reminders.
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How it works
1. Complete the assessment
Work through structured questions and let Birdie recommend additional assessments based on what you record.
2. Build the care plan
Assessment data flows directly into the person's care plan and task list, with no double entry.
3. Keep it current
Set recurring review reminders for when reassessment is due, so nothing gets missed and compliance evidence is always ready.
How it helps
Cover every aspect of a person's needs
From personal care to environmental risk, use clinically validated assessments tailored to domiciliary care.
- Choose from core assessments including Personal Care, Nutrition and Hydration, Social Support, Communication, and Medical
- Add specialist assessments when needed, including Waterlow, Moving and Handling, COSHH, Mental Capacity, and Environmental Safety
- Follow dynamic recommendations that suggest relevant additional assessments based on what you've already recorded
- Build on frameworks co-designed with agencies like yours, following CQC, NICE and British Geriatrics Society guidance
- Feed risks, needs and preferences into care plans automatically, without re-entry
Stay inspection-ready without the admin
Configurable review reminders and a complete audit trail keep you on top of regulatory requirements.
- Get automatic reminders when each person's assessments are due for review, with configurable thresholds to match your agency's needs
- Update care plans directly from reviews when needs change, all in the same workflow
- Access a complete audit trail with every version timestamped and attributed
- See which assessments are current and which need attention with Birdie Analytics
Go from conversation to care plan in minutes
With SmartPlans, record your assessment conversation and Birdie fills in the care plan for you, cited back to what the person actually said.
- Record the client conversation on your phone and get assessment answers suggested directly in Birdie
- Trace every answer back to the exact moment in the transcript, so nothing gets lost in translation
- Review and confirm everything before it's saved, so you always make the final clinical call
- Leave high-risk clinical questions to your judgement, with no AI suggestions applied
"I feel really confident to say that our care plans are actually living documents. They get updated on a regular basis - if we get a phone call from a client where something's changed, it can be straightaway updated. While our field supervisor is with the client, the updates to the assessment and tasks can happen live. It's as real-time as it can be, and that is a huge difference to the service quality for the end user."
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Frequently asked questions
What kind of assessments does Birdie have?
From Personal Care, Social Support and Everyday Activities to Moving and Handling and COSHH, our assessments use industry-leading standards and are co-designed with agencies just like yours.
How do Birdie's dynamic assessment recommendations work?
When you complete an assessment, Birdie analyses the responses and suggests other assessments that may be relevant based on what you've recorded. For example, if a person has mobility challenges, Birdie may recommend completing the Moving and Handling or Environmental Safety assessments. This helps ensure a thorough picture without having to remember every possible combination manually.
How does Birdie help me stay on top of assessment reviews?
Birdie tracks when each assessment was last completed and surfaces reminders when a review is due - so you never have to manually manage a separate calendar or spreadsheet. For agencies on Birdie Analytics, your dashboard gives you a clear view of which client assessments are current and which need attention across your whole agency.
How do assessments connect with care planning and daily care delivery?
Information captured in assessments flows directly into the person's care plan and task list - so your team doesn't need to re-enter information in multiple places. When you carry out a review and something changes, you can update the care plan in the same workflow. This creates a genuine link between initial assessment and day-to-day delivery.
What is SmartPlans and how does it work with assessments?
SmartPlans is Birdie's AI-powered assessment tool. It records the client conversation on your phone, transcribes it, and suggests your assessment answers directly in Birdie - with every suggestion cited back to what was actually said. You review and confirm everything before anything is saved. It's built natively into Birdie, not a separate product.
Are Birdie's assessments suitable for agencies regulated by the Care Inspectorate Scotland (CIS) or Care Inspectorate Wales (CIW)?
Yes. While Birdie's assessments are built on frameworks recognised across the UK - including guidance from the British Geriatrics Society's Comprehensive Geriatric Assessment, NICE, and CQC - they are designed to support the standards that CIS and CIW inspectors look for too. Both regulators place significant emphasis on detailed, person-centred care plans, thorough risk assessments, and documented evidence of how needs are identified and met. Birdie's structured assessments directly address these areas, helping agencies demonstrate the kind of detail and consistency that inspectors expect.
Ready to work smarter, not just harder?
Transform your homecare agency with technology that connects, informs, and supports your team every step of the way.
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99.9% uptime
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