Please note: The following feature is available for all of Birdie’s packages.
What is Secure Call Monitoring?
Birdie offers Secure Call Monitoring to ensure Care Managers know that care is being delivered at the right place, at the right time. We offer two call monitoring options, Geo Check-In and QR codes.
We also support One-Time Password Check-In (OTP) for our partners integrated with CarePlanner.
Geolocation Check-In
First, you must ensure that the address is entered in the search function of the Basic Information tab. A manually added address will not create the geo-coordinates.
Geolocation will only work on the Client's primary address and will not be triggered on any additional address.
Geo check-in works by using the GPS location of Carers to determine if they are in an expected location. A Carer's location is only tracked when they check in and out of their Clients' visits.
When a Carer checks into their visit, the app will compare the phone's GPS location to the location of the Client's home
If they are within 200m of the Clients address, the check-in or out will be successful.
If they are outside this 200m radius, the app will deem this a forced check-in or out indicating the Carer's location doesn't match the address for the Client, if this happens an alert will be generated.
If a Carer refuses to allow access to the Secure check-in feature then they will have to force check-in and check-out of every visit and each time, an alert will be generated and shown in the agency hub.
A forced check-in alert will appear in your Inbox tab so you can act upon it. On the map, the purple house represents the Client while the blue dot represents the Carer.
How to turn off geo check-in for specific Clients
You can turn off geo check-in for specific Clients, this is ideal for those who can be cared for in various different locations in the community or live in rural areas or areas with low/no signal and will see the end of numerous forced check-in/out alerts.
Navigate to your Clients profile
Click the Settings tab on the left-hand side menu
Here you can choose to turn the geo-location feature on or off
Please note: Geolocation cannot be turned off for certain visits, it is either enabled or disabled, it is also not possible to bulk turn off/on geolocation for Clients, this needs to be enabled/disabled individually.
Flexible geo-location radius settings
For Clients who live in rural areas or areas with low/no signal, it might be necessary to extend the radius to improve the accuracy of the geo check-in feature.
To do this, Go to the Clients tab and select your Client, click on their Basic Information tab and click Edit.
Use the secure check-in zone slider to change the radius, the purple circle around the Clients, home shows this:
You’re able to extend the radius of the check-in of a Clients home, up to 500 meters.
Geolocation Birdie Academy video
QR codes
QR codes are our third secure call monitoring option and arguably the easiest method to check in with as Carers do not need to share their location settings or even use mobile signal allowing them to securely check-in, even in rural areas.
Each Client will have a unique QR code that can be generated from their profile page in the agency hub, once this has been done all you need to do is print the code and leave it in their home for the Carer to scan on arrival.
How to generate a QR code
Click on the Client profile
Click on Settings
Toggle the QR code check-in on
Print the QR code
Place the QR code in the Clients home
A pop-up box will appear stating that the QR code has been generated. You will need to print this QR code, you can do this straight away by clicking Print QR code.
You will need to place this QR code in the Clients home as soon as possible so that the Carers can check-in.
Please note: If you cannot place it in the home straight away toggle the QR code switch off until you are able to place it in the Clients home and then toggle the code back on, you will not need to regenerate a new code.
If the code gets lost or damaged you can generate another one by clicking Regenerate QR code and printing the new code again.
If you are using both geolocation and QR codes together a Carer will be automatically checked in when they are in proximity of the Client's location.
QR codes Birdie Academy video
Using QR codes and Geolocation together
You can use geolocation and QR codes together to ensure Carer will always have a reliable method of checking in. Follow the set-up guide above to enable this for your Clients.
How does it work?
Geolocation will be the first check-in method triggered when the Carer checks into the visit.
If they are in the correct location they will then be prompted to check in again using the QR code.
or
If they are in the wrong location they will be asked to force check-in before using the QR code.
OTP Check-In
Our OTP Check-In option works by a Carer generating an OTP code and using this code to log into their visit on the Birdie app.
How does Secure Check-In work with my rostering integration?
CarePlanner
If you are using CarePlanner with Birdie, we will send back check-in and check-out times that will be visible on your CarePlanner interface. When viewing your CarePlanner interface, it will show you if the check-in/check-out was verified.
Successful Geo Checkin/outs will appear with ‘app’ as their source whilst forced Geo Checkin/outs will appear as ‘none’.
Successful OTP Checkin/outs will appear with ‘OTP’ as their source when using CarePlanner.
Staffplan
If you are using Birdie alongside your Staffplan rostering system, you will receive all check-in and check-out times visible on your interface, however, you won't be able to distinguish between verified and unverified check in/out's.
Coldharbour
When using Birdie with Coldharbour, you'll be able to see what check-in and check-outs have been verified using Secure check-in.
What to do before you start using Secure check-in
As the secure check-in feature tracks the location of carers, before you start using it you might consider telling your employees that you will be tracking their location before using the Secure check-in feature.
Secure call monitoring is available to all agencies but is totally optional, if you want to use this feature please contact your account manager or the customer care team.
Please note that caregivers with their own personal phones may be able to hack their phones meaning our secure call monitoring options may not work for these users and we can't guarantee these options will work.