December 16, 2020

Visit Planning: improving the visit journey

Table of contents

We’d like to start with a thank you to our partners.

Birdie's dedicated to developing the best tools to help you plan and deliver extraordinary care. We wouldn't be here today without your valuable insights and feedback. Over the last eight months we’ve been working on something special. Now it’s time to share it with our partners ahead of the initial release in early 2021.

Today, we're sharing...

  • What is Visit Planning
  • How it'll benefit your agency
  • When it's coming

Visit Planning: Hub & App

What is it?

The visit journey is the pulse of care delivery. Ensuring your carers are properly equipped for their visits is one of the most important jobs a care manager has. And so, in collaboration with a group of partners, we’ve made some changes to make this system work better for you.

What are the benefits?

Planning a visit

The Agency Hub’s undergoing some design changes to make visits easier and more intuitive to align all the important aspects of a visit that make your care person-centered. Using an easy-to-use, real-time 'drag and drop' system, you’ll be able to assign specific medications and tasks to an exact visit. Making it super clear what actions a carer needs to complete.

Drag & Drop

Completing a visit

Once medications and tasks have been assigned to a specific visit in the hub, the carer will not be able to check-out without providing feedback on why a medication or a task* wasn't completed. This will help significantly reduce risks like missed medication. If a carer needs to complete an unscheduled visit, they will still be able to see all the tasks and medications for that day.

*in a future release

Completing a Task in-App

Reducing alerts

As medications will be associated with specific visits, if a carer doesn't complete medications before the visit's scheduled end time, a single alert will be raised to let you know what's happened. Medication outcomes that haven't been observed on a visit will be grouped into one single alert, reducing the number of alerts into the alert manager. It'll enable you to respond to the most urgent alerts first, making it easier for you to assess, prioritise, and make changes to the schedules as needed. Separate alerts will still be raised for late or forced check-ins.

New Medication Alerts

“This will be a massive time saver”

- Lauren at MLACC

When is this happening?

Our goal is to ensure a seamless transition for your agency, from the old system to the new.  So we wanted to give you plenty of notice before being rolled out.

  • Changes won't come into effect until early 2021.
  • Nothing will change until we've gone through the mitigation process with you and your team.
  • We aim to have all agencies across by mid-2021.

The testing sessions have shown both care managers and carers are finding it easy to pick up the new system, so we're confident you'll be the same. We will transfer all of the information into the new system when we turn it on for you, but it will require some additional updates and review of each client moved over from you and your team and that is why we have designed it so you can switch it on for one client at a time. 

We'll provide training on how to use it well ahead of the launch and it will be in your control to decide when you want to change. Your account manager and the whole Customer Support team are prepared for the transition and we're here to help every step of the way.

We’re so excited to take this next development step with you and there's plenty more information to come. If you have any questions, please do not hesitate to reach out to

Let your team know what's coming - share this blog with them, today!

Thank you for being a Birdie partner.

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