Come here to find out about all the latest feature updates and partner news. Feature launches are announced in emails, and at the end of each month we send the product newsletter.
September 15th - Back to school new features and improvements 👩🏽🏫
App version: 10.36.4
Can anybody hear that? It’s the sound of new features! In today’s update we’re going to tell you all about...
Additional assessments - We’ve built a brand new set of assessments so that you can better understand your client’s needs and risks
Visit Planning updates - You can now edit the frequency of tasks and we've made some changes to the sessions timings
There’s no such thing as too many assessments 👑!
At Birdie, we already enable our partners to carry out initial assessments across 8 areas of care and additional assessments across a further 7. However, no client is the same and each has a separate set of needs. It is important, therefore, that our assessments reflect this and cover a diverse range of requirements.
As such, we have built a brand new set of assessments covering some of the areas that weren’t previously addressed in depth. Now, every piece of information has its own home, meaning Care Managers can easily access all the information they need to plan and deliver person-centred care. These include...
End of life - Make a note of your client's end of life wishes and preferences so that you can ensure that they are as comfortable as possible
Behaviour - Identify the factors underlying behaviour that challenges, and let your carers know what to look out for to manage and reduce these behaviours over time
Condition specific - For clients who have medical conditions that impact their day to day, you can create and complete assessments that are specific to each one
That isn’t all of them either! We’re also adding assessments on Restrictive Practice, COVID-19, Seizures and COSHH.
In addition, after listening to your feedback on the Environment and Fire risk assessment, we’re giving it a welcome update and you will soon be able to provide additional context about each risk - watch this space.
As always, our assessments have been developed following extensive research and in accordance with industry best-practice and the latest legislation and guidance. Plus, as with all of our additional assessments, you only need to complete the ones that are relevant to each of your clients.
Knowing me, knowing you 👨👩👧👦
Like with assessments, knowing everything you need to about your clients is at the heart of person-centred care. So, we’re going to be adding some new fields to our About Me feature over the coming weeks so that you can learn and record more about your client.
Going forward, you will be able to add:
The details of your client’s professional contacts, such as their GP
Lasting Power of Attorney reference numbers
Additional relationship options for key contacts e.g. parent or son/daughter
Address details for key contacts
Client’s title e.g. Mr, Mrs
Plus, we’re making the address field mandatory, as well as moving carer preferences to the agency admin tab so that these details aren't visible in the carer app.
Lastly, we’re also looking to make it possible for partners to schedule inactivity dates for their clients so Care Managers can plan ahead for holidays or planned hospital admissions.
You'll see all of these changes in your agency hub very soon.
And because we love to improve our features, here are a few Visit Planning updates.. 💎
1. First up, you can now edit the frequency of your tasks as well as the days and times of the tasks.
How does it work? When you press 'edit' on the task, you can now adjust the frequency, and sessions of that task.
2. This is also new, we will be changing the session times (at the end of september) . The Morning session will then be from 6AM to 10.59AM and the Lunch session will be from 11AM to 13.59AM. Those changes will happen automatically, so no need to do anything. Find below a table showcasing the new session times.
There’s also a couple of small improvements to the check-in and check-out flow:
If you have geo check in turned on, carers will now not see the map if they are within the geo check in radius, which speeds up the check in and out process
If you have OTP only, you will see some updated alerts and a more slick check-in flow on the app.
❗ This is a request feature. Please get in contact with your Account Manager to have it turned on. ❗
Reviewing Assessments just got easier...
As you well know, reviewing client assessments regularly is a requirement of the CQC. It ensures you’re delivering care that’s as effective and responsive as possible. Your client's needs and the potential risks continually change, so it’s important the service you provide caters to their clients’ immediate needs. It’s equally important to evidence that a review process is being implemented. We’ve made some improvements to Birdie assessments to help your team.
Now you can...
Carry out a review of an assessment that creates a new version, from the previous one
Submit a reviewed assessment and see that a review has taken place
Confirm that no changes are needed if that's the case
Add review notes to the in-progress assessment review
Some of the benefits!
✅ No need to begin an assessment from scratch
✅ View the old and previous versions of an assessment
✅ Easily evidence any changes made to an assessment to the CQC and Local Authorities
✅ Show that you have undertaken the review process, whether or not changes are needed
It’s still possible to update an assessment at any time, in between your formal reviews! That means ad-hoc tweaks and corrections can be made in just a couple of clicks.
We've messaged your carers so they know all about the improvements to raising a concern. 📱
We've reduced paper in the PDF downloads 🎉
A small one, but a goodie! We can all agree that there were too many blank pages between assessments
when you download care plans as a PDF.
Now, when you need to download and print a PDF you can do so and know it's going to use less paper. 🌳
That's all from us today! 👋🏻
May 28th - End of May News 📰
In case you didn't see the newsletter pop into your inbox at the end of the month, catch all the gossip here! And, if you're looking for yesterday's product update, scroll down to the 27th May...
💰 Did you know that Birdie’s received £8.2M of funding? I know! Read on to find out what that means for you (spoiler, it’s great!)
📚 Are you feeling ready for your next CQC inspection? There’s nothing to fear, learn from a former CQC inspector at our next webinar. Sign up below!
🍏 Do you keep a demo account on Birdie for training? Fabulous! One thing, we’ve got a quick update, scroll down for more info… 🖊 Did you know that electronic signatures are CQC compliant? Find out more as we myth bust all things digital consent.
Birdie secured £8.2M of funding from investors, Index Ventures
As a start-up, Birdie uses funding to build a brilliant and innovative company. Last week, we announced our securing of £8.2M of funding from a venture capitalist called Index Ventures. You can check it out in the press here and here.
What does that mean for your agency?
It’s really good news. We’re able to grow and invest more than ever in what we’re building, for you. You know how much we value and care about our partners' input into how Birdie is built. This funding will help us to build more of the features you want and see the roadmap become a reality, quicker.
Today, we have a 19 person engineering team, 5 designers and 4 product managers (this is the biggest of all care software companies in the market) to build the features you want, the fastest we can. And, we’re still hiring - check out the opportunities here and share with your network!
Finally, it lets you know that we’re trusted as a business, by big business. Investing is a complicated process, and to have Index back us is incredible. They’ve funded some of the biggest tech companies in the world, from Pinterest and Deliveroo to Glossier and Revolut.
We’re so delighted to have you as our partners and we hope you’re happy to be with us too. The future looks so bright. 💫
Are you CQC inspection ready?
Who is?! Well, you can be. There’s nothing to fear, join us live on 10th June as we talk to a former CQC inspector and get in the know before your next inspection. Sign up here.
Do you use a Demo account?
We know a lot of you like to create demo accounts on your Agency hub to train your staff and understand the system - that’s A-okay.
One thing to note, you need to make sure the surname for the dummy client is 'DEMO'.
How Electronic Signatures are CQC compliant
We’re all looking for ways to keep removing paper from your systems to keep you digital, safe, auditable and secure. That’s why we introduced electronic signatures last month. Find out more about how to use e-signatures, click here.
Are electronic signatures CQC compliant?
Short answer: Yes!
During the development of this feature, we discussed it with lots of our partners, had conversations with lawyers, researched the guidelines and regulations. This led us to make the following decisions:
To make it as simple as possible, whilst also being compliant. The validity of consent doesn’t depend on the form in which it’s given.
Accessible to all assessors, regardless of whether or not they had tablets/touch screen laptops.
Accessible for all/most clients. For those who struggle with dexterity, asking them to provide a written signature can be stressful and difficult to complete.
Allow clients to be involved as much as they would like to/ can be. They can type their own name, tick the box and click to sign - or they can instruct the assessor to support them with any/all of these steps.
We hope this myth-busting has helped! All these points and more about what an e-signature is and how to use them can be found in our blog, here.
May 27th - New features this month 🌟
May O’May it’s nearly the end of the month and Birdie’s got a couple of feature announcements to share with you.
In today’s blog update…
Looking for another way to be sure a carer’s at their visit? QR codes are here, find out more below.
Made a mistake on an assessment? No problem, use the update button to make small edits in seconds.
For a quick summary, why not start by watching our 3-minute May update:
A new way for carer’s to securely check-in on a visit.
We’re pleased to announce the launch of QR codes as a secondary secure way for carer’s to check-in to their visits. 🎉
After listening to you, our partners, we knew we needed to provide another level of authentication to ensure carers were where they needed to be, for the right amount of time. The new QR code can be used alongside geo-location, as well as the OTP link (CarePlanner integrated agencies only). You have the flexibility to turn each on per client, keeping you in control of the check-in processes at your agency.
QR codes are now in BETA. What does that mean? We’re testing the feature with a small group of partners, before going live to everyone. You will be contacted when it’s live and you can request it to be turned on for your agency.
A little more about QR codes…
No mobile signal is needed. So regardless of bad signal or no wifi access, a QR code will successfully log the exact time they scanned it
Carers don’t need their location settings on. If a carer doesn't want their location to be visible, it’s okay, the QR code still works.
It can be used alongside geo-location & OTP (CarePlanner agencies only). We want to give you options and flexibility, use geo-location with QR codes, or separately. It’s your call.
There’s a geo-location improvement wrapped in! When geo-location is with the QR code, if a carer is within the radius of the address it will automatically check them in.
Oh, and it’s free!
We’re not making anyone pay to generate codes. No way, José! You’ll be able to head into a client’s profile and generate a QR code, just print it out and pop it in a client’s house, then a carer can simply scan it and check in. Done and dusted. Keep on top of your carers check-in times in the Birdie Agency Hub. We recommend using it with the geo-location check-in for double the data.
Watch these two how-to videos to see QR codes from the agency hub and carer app.
It's super simple and exactly the same as any QR code you've used in the past. Each client will have a unique code that can be generated from their profile page in the hub. This can then be printed and put into their home.
When a carer arrives, they just need to "scan" the QR code and it'll check them in. When we say scan, it's really just using the camera on a phone to read the code and verify the check-in.
It's worth noting that you should turn it on to generate the QR code, then, turn it off until you've put the code into the client's house. Otherwise, carers will be asked for a code without having one yet!
There's a geo-location improvement wrapped in!
When the geo-location feature is used as well as the QR code, if you're within the radius of the address it will automatically check you in using geo-location.
What does that mean?!
It means you won't see the map and have to confirm your location. If you're in the correct place, the app will automatically collect your location and go straight to the QR code. It happens super quick, so blink and you miss it!
Ever wanted to make a small update to an Assessment? Most likely, yes…
Now you’re able to update an assessment in a client’s care plan. 🎉
Assessments are a key component in the delivery of care and it's very common to need to update an assessment as it’s about responding to a person’s current needs. These can be small edits, like correcting a typo or responding to updates in a person's circumstances, for example, a carer reports a fall or a family member is worried about a client's memory.
What are the benefits of this new update option?
It speeds up the assessment update process
Allows you to quickly change and edit existing assessments
Allows you to edit with audit trail - so you can see all changes, you shouldn't be able to totally overhaul, but you should be allowed to make some small edits
How can I use it?
The most recently completed assessment will now have an update button.
When they click the button a new version of the assessment is created. It's a complete duplicate and is tagged as 'in progress'.
Care managers can then make the updates needed and re-save it.
There's one anomaly: The mental health assessment has an update option per decision made, rather than for the assessment as a whole.
That's all folks! More to come tomorrow from the May newsletter. 💛
May 14th - Birdie Outcomes, get the first look 👀
Understanding how your clients are doing is important to you, and them. Until now, it's been a labour intensive, paper-based and time-consuming process. Now it's time to create achievable, person-centred goals, monitor client wellbeing, and track their progress using Birdie.
We're very excited to share our latest product proposal with you all. Check out Birdie Outcomes now and register your interest to be one of the first to know when it's going live.
So how about it? Achieve truly person-centred and goal-oriented care that helps lead you to outstanding results. Register your interest in Birdie Outcomes today.
May 11th - 'Future of Better Care' 💛
Listen again to our 'future of care' webinar
Thanks to all our partners who joined us last week. I spoke with Max Parmentier, CEO and Founder of Birdie and Malte Gerhold our Chief Integrated Care Officer. We talked about the future of care and how Birdie is working to radically improve the lives of older adults.
In case you missed it, we recorded the session and popped it on YouTube - yes! Check it out below:
May 7th - Electronic signatures are live! 💫
E-Signatures, they're good, right?
Being able to run a fully paperless onboarding for a new client is no longer a dream, it’s a reality. We’ve just released electronic signatures.
Run a fully paperless onboarding process with your clients
Get your client’s consent instantly
Keep all signatures in one place, per client, time and date stamped
Now, when you head to a client’s house to complete your onboarding assessments, you’ve had a brew, a chat, found out all about your new client, you can simply attach the needed documents to their profile and get signatures right there and right then. It’s quick, easy and fully digital.
ICYMI - in order to be able to collect an electronic signature, you’ll need to first have your agency documents uploaded onto your Agency Hub. Check out this article to find out how.
QR code Wizzzzardry 🪄
It’s not magic, but it is QR code wizardry
Electronic Call Monitoring, Geo check-in’s, OTP links. It’s a lot and we know some of you do struggle getting your carers to successfully check-in to a visit. It’s so important for client welfare, but also for keeping your business afloat, money has to match time spent with a client. Everyone wants a solution that keeps your carers happy, so they don’t feel like they’re being digitally shadowed. But you also really need accurate data to be paid correctly and provide safe, responsive care. Which is why we’re introducing QR codes very soon!
Why have we chosen QR codes?
No mobile signal is needed. So regardless of bad signal or no wifi access, a QR code will successfully log the exact time they scanned it
Carers don’t need their location settings on. It’s in no way connected to the geo-location, so if carers don’t want their location to be visible, it’s okay
It can be used alongside geo-location. We want to give you options and flexibility, use geo-loaction with QR codes, or separately. It’s your call
Oh, and it’s free. We’re not making anyone pay more for this feature. You know us!
Soon, you’ll be able to head into a client’s profile and generate a QR code, just print it out and pop it in a client’s house, then a carer can simply scan it and check-in. Done and dusted.
Keep on top of your carers check-in times in the Birdie Agency Hub. We recommend using it with the geo-location check-in for double the data.
We’re currently testing this feature with a few partners, to make sure it’s ready for everyone.
Visit Planning - More aboard!
We're excited to have another group of integrated agencies onboarding to Visit Planning this month. Check your emails to see if your team is a part of the May cohort.
Help Center Highlights
Most of you are familiar with our lovely team of support staff, they’re on hand to answer any of your questions and queries. Every week we ask them to choose the most useful articles to help you use Birdie better. Here are this week’s picks:
Not long to wait now until the highly anticipated electronic signatures drops into your Agency Hub. Soon, you'll be able to select a consent form and have a client, family member (or other representatives) sign electronically, live in their home. Right there.
Run a fully paperless onboarding process with your clients, get their consent instantly and keep all the signatures in the care plan. What more could you want! 🙌🏼
Looking for more advice about making your care planning extraordinary? Why not read our latest how-to guide to get helpful tips and advice on how to use Birdie to help.
Visit Planning - We are family
We're so excited to be adding more and more agencies into the Visit Planning onboarding. Whether you're fully live, just starting with onboarding, half way through or yet to have it, we've been really pleased with the response and feel super grateful to have you all as our partners. 🙏🏻
If you're an integrated agency and keen to be one of the next onboarded to Visit Planning, just let your Account Manager know.
That's it for now! More product updates coming soon. Enjoy the sunshine! ☀️
April 16th - Plan Extraordinary Care, with Birdie
App version: 10.27.01
This week we'd like to share with you our Care Extraordinarily Hub, it's full of tips, case studies, blogs, and templates to help you plan fantastic care. Check it out! Click on the image below:
We'll be in touch very soon with more updates on E-signatures, it's just around the corner and we're looking forward to sharing it with you. 🚀
That's it for this week!
April 9th - Recapping 2021 so far...
Times been flying away from us! Watch this 4-minute update to know exactly what's been happening at Birdie since January.
So, what's next?
Good question! In the near future...
You'll soon be able to accept electronic signatures as we release part two of this feature in the coming. In case you missed it, check out how to upload your Agency documents, here.
We've got 50 agencies currently onboarding to Visit Planning, which is really exciting! If you're one, check out the step-by-step guide here.
In the pipeline is...
✅ Body maps for concerns
✅ QR codes for carer check-ins (these are FREE, we won't charge for QR codes, ever.)
And improvements across...
✅ Task and medication managers
✅ Raising concerns
As always, as soon as we have more to share about these features, we'll be in touch. For now, the developers be busy developin'! 🐝 Check out the Product Roadmap for all the updates on what we're building. 🚀
Finally, you've got until the 15th April to have your say about the product communications in THIS SURVEY and be in with a chance to win* a £50 Riverford Organics gift card. *Terms & conditions
March 5th - It's all About Me
Latest app version: 10.25.0
This week we launched About Me.
You might have not noticed?! I kid.
We've been so excited and grateful for the response. From agencies who've already added 95% more information to their client's profiles (!), to 383 views of the carer how-to video. It's great to know it's having a positive impact and benefit on your person-centred approach.
In case you've been totally swamped and not had a chance to catch up, here's what you need to know.
We launched About Me to all our partners this week
Care managers will now be able to add more person-centered notes and a photo to the clients profile
Carers can access the notes via a clients profile, to prepare for a visit
Here are all of the resources we've shared to help you get started:
Do you want your carers to be able to view next of kin and emergency contacts in the app? We turned this off as a default for privacy reasons. Please just get in touch with us via email@example.com to have them made visible for your agency.
I'd like to highlight all the members of the Birdie team who were involved in making this feature happen. 💛
Beth, Product Manager
Oxana, Product Designer
Jordan, Engineering Lead
Step one to E-Signatures is live!
You can now upload your agency documents such as consent forms and terms of business to the hub.
This is step one towards electronically signing client documents. 🎉
Step two, the signing process, will be available in a few weeks. For now, we encourage you to prepare by adding your agency documents to Birdie.
Soon, we'll be releasing the double-ups pop-up to our integrated partners [we mention it below in the January 29th update, scroll down to remind yourself]. Simply, it's a pop-up to remind any carers on a double-up visit to nominate one of them to complete the tasks and medications.
There are a few data privacy improvements coming along too...
1. The carer app pin code will be configurable in the agency hub.
You'll be able to set how long before the carer app automatically locks. It gives your agency the ability to set the app security according to your privacy and security policy.
2. A pin code will mandatory on the family app.
If your agency uses the Care Circle, family members will soon need to use a pin code to open the app.
3. A reminder banner will be in the app.
We’re adding a banner to the top of the app that will appear when they need to make an update.
4. Photos taken by carers are stored in Birdie.
When a carer takes a photo it will only be stored in Birdie.
5. There'll be a data privacy reminder before photos are taken.
We'll let you know when these improvements are coming. We'll also update your carers and family members when they're live.
That's it for another week! See you then! 👋🏻
February 19th - We're always thinking, "what next?"
At 4 pm every Friday at Birdie we have an all-staff retro. It's our chance to listen to what everyone has been up to over the week.
As the product marketeer, it's no surprise this is my favourite part of the week. Teams give a little presentation on what they're working on - new features, improvements, developments, ideas, prototypes... Trust me when I say, there's a lot to be excited about.
In case you didn't already know, we love being transparent about what we're working on and share our product roadmap online. You can check out what's being developed at any time. Head to roadmap.birdie.care to find out more and give your feedback.
About Me: Champion person-centered care
Join us on Wednesday 3rd March, at 1 pm as I will be joined by our fabulous Product Manager, Beth to talk all things About Me. As we come so close to the launch, save your spot at this webinar to find out more about:
Why we launched About Me and product demo
How we've designed it using the latest regulatory standards
What does person-centered actually mean?
How will About Me help you to deliver more person-centered care?
Answer your questions about the feature
Help center highlights
As a reminder, you can find lots of answers to questions about how Birdie works in our Help Center. Here are a couple of articles our support team felt you might find useful to check out.
We had a record number of people tune in for our 'Intro to Visit Planning' webinar on Wednesday, and we were delighted. Hearing your feedback live in the session was invaluable and we hope you found it as useful as we did. If you didn't manage to attend or had to drop out mid-way check out the session recording.
Off the back of the success of the Visit Planning webinar, we've decided to make feature-focused webinars a part of our regular product updates. Sign up here.
Join us on Wednesday 3rd March at 1 pm as I'll be speaking by Beth, the Product Manager to lead the team designing the About Me feature. We'll do a demo, give the latest updates, and answer any of your questions.
Double-up alerts - coming soon
A quick reminder that the double-up visit alert we told you about a few weeks ago, will be going live very soon. We'll drop you an email when it's in the app. 👍🏼
This update will apply to our partners who are integrated with rostering software. If you have two carers attending the same visit, they will be alerted to remind them that only one should complete the medication and tasks for the care recipients.
See you next week! 👋🏻
February 5th - TGI Friday
Latest app version: 10.15.0
Over the next few months, we'll be going live with About Me and Visit Planning and we cannot wait. A lot of you have been involved in the feedback and testing of these feature. We'd like to offer a quick thank you from all the team here at Birdie, to yours. We couldn't do it without you. 💛
Visit Planning webinar this Wednesday
Incase you missed the emails, here's another reminder about the webinar we're hosting on Wednesday 10th February at 1 pm to give you all the latest updates on Visit Planning.
We recommend every agency has at least one member of staff come along and hear how Visit Planning is going to work. We can't wait to see you all there!
About Me is coming soon
Who's that lovely lady?
Don't forget that the new About Me profile will mean you can add pictures of your care recipients. 😁
This feature is coming very soon. To read more about what it offers, read the blog.
Is your team using our latest analytics tool to help you monitor and audit your care delivery? Find out more about what we can offer here and speak to your Account Manager if you'd like a demo!
On the topic of auditing, have you checked out our article on medication auditing? It provides tips and advice on how to keep up-to-date on your eMAR monitoring. Read it here.
Also, have a look at our eBook which gives you all the info you need on the 2021 CQC inspection guidelines.
Short and sweet. See you next week! 👋🏻
January 29th - February Feeling
💌 You've got mail - the product newsletter was sent out earlier today. Check your inbox for a summary of January's product updates.
Coming soon: Double-up alerts for carers 👫
This update applies to our partners who are integrated with rostering software.
Soon, if you have two carers attending the same visit, they will be alerted to remind them that only one should complete the medication and tasks for the care recipients.
This should help to reduce the risk of double-up medication errors. It’s being added to the carer app soon.
Coming soon: About Me 💙
The most person-centred care profile is dropping in a matter of weeks and we can’t wait to share it with you, very soon.
To get up to speed on all the benefits of this new feature, make sure you read this blog.
Sign up: Visit Planning webinar 🙋🏻♀️
Join us on 10th February at 1pm to get the latest on the new way to design visits and all its benefits. Meet the team behind the feature and have your questions answered by them in the session.Sign up here.
Did you know?
You can add COVID-19 vaccination to a person’s medical history?
If you search ‘coronavirus vaccination’ in the medical history section of a care recipient’s profile, you can select vaccinated.
We also suggest you use the RAG rating to flag any unvaccinated people.
Help centre highlight 🌟
A few of articles we think you might find handy right now!
We know you have a lot on your plate right now. So we're sending all the positive vibes your way. It's sunny (somewhere), there are vaccines rolling out (somewhere) and it's nearly the end of January (everywhere).
Medications alert update 💊
Now, when you receive a missed medication alert, it'll include:
Which medication was missed
The reason given
Any notes left by the carer
Plus, if no report was received, it'll now show which medication it relates to.
Your opinion matters to us. Outstanding customer support and experience has always been at the heart of what we do here at Birdie. Have your say and let us know what you think is going well and where we could support you better.
It takes just 30 seconds, thank you!
New faces in the Support Team 😁
We've hired two dedicated customer support agents, Alex (left) and Josh (right) to improve your experience with us meaning you'll receive the caring, helpful, speedy and transparent support you deserve!
Know someone who could benefit from joining the Birdie flock? Let us know and to say thanks, you can choose an Amazon gift voucher or money off your next bill.
We'll be sharing more details on both these features in the next few weeks. 🎉
What's the team working on?
To reduce bugs, glitches and make sure Birdie is running perfectly for our partners, the engineers take two weeks at the beginning of every quarter to do improvements. They pause work developing features and focus on a spring clean for the system! 🧼
Help centre highlight
A few articles we think you'll find handy right now...