Birdie launches AI tool that records client homecare assessment conversation and drafts care plan
Birdie, the smart technology platform for homecare, has launched SmartPlans, an AI-powered care assessment tool that records the client conversation, transcribes it, and surfaces draft assessment answers directly inside Birdie.
For most homecare agencies, a first assessment is two separate tasks. The visit itself takes an hour or more – sitting with the client, building trust, understanding their needs. Then comes the write-up: back at the office, in the car, or at home later that evening. In a survey of 150 homecare professionals, 86% said a first assessment takes between one and four or more hours from start to finish.
SmartPlans uses the power of AI to transform this entire process. The assessor records the conversation on their phone. When they open the assessment in Birdie, the suggested answers are already there, cited to the relevant moment in the transcript, ready to review and accept.
The post-visit write-up that used to take two hours now takes as little as thirty minutes.
Charlie Hazell, Field Care Supervisor at Alina Homecare, was one of the first to use SmartPlans: “I literally love it. It took me about 20 minutes to write the care plan, saving me at least an hour, and the care plan details were so well-written and accurate, I was so happy with the end result”.
SmartPlans is the first product from Birdie’s dedicated AI team, with further products scheduled to roll out this year.
Dr Jo Barlow, Birdie’s AI Product Lead, said: “With AI, we could have started anywhere: there’s no shortage of problems to solve in homecare. But the first assessment is where everything begins. Get that right, and everything downstream is better: get it wrong, and you’re correcting it for months. It made it the perfect place to start Birdie’s AI journey.”
Max Parmentier, Birdie CEO and Co-Founder, said: “Homecare has spent the last decade going digital. The next decade is about going smart – using the data and the workflows that now exist to actually improve decisions, not just record them. That’s a significant shift, and it requires AI that care professionals and care recipients alike can genuinely trust. SmartPlans is just the beginning.”
SmartPlans reflects how Birdie builds all its AI: in plain sight. Every feature follows three principles: visible to the whole circle of care, so clients and families can understand the role AI played in their assessment; explainable, so care professionals can see exactly why a suggestion has been made; and controllable, so every decision stays in human hands.
Max added: “We’re able to build AI safely and quickly because we’re not working from the same starting point as everyone else. Nearly ten years ago, Birdie was built on a single, unified data model – care, scheduling, finance, assessments, all on the same foundation. That’s the reason we can build AI features in months rather than years, and it compounds. Every product we ship makes the next one faster.”
