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How to resolve integration issues using your Integration Dashboard
How to resolve integration issues using your Integration Dashboard

How to check and solve integration issues from your agency hub

Scarlett Aichroth avatar
Written by Scarlett Aichroth
Updated over a week ago

Integrating your existing rostering software with Birdie will make sure all information stored on both systems is the same. There is some information that must be entered on the rostering system only and this will come through to Birdie.

Please see below the fields that must be entered and edited only on the rostering system:

  • Client name

  • Client date of birth

  • Client gender

  • Client address

  • Client access details

  • Client contact details

  • Client status*

  • Carer name

  • Carer email address

  • Carer phone number

  • Carer status*

*If your agency has got status synchronisation turned on

Sometimes there can be issues with the synchronisation. To help keep you informed we have developed a notification system to alert you when this is not working.

You can find the notifications on the top right-hand side of the agency hub and clicking the circle icon shown below.

There are 4 types of rostering 'issues' that can be identified through this dashboard

Missing client address coordinates

If a client's address is missing coordinates, you'll be alerted to this because our geo-location feature won't work for these clients.

Mobile number in use

If your caregiver can't be synched across because their mobile number is already in use, this could mean that

  • There is another registered client/carer using the same number

  • The caregiver has an inactive profile on your agency hub

  • The caregiver is working or has worked for another agency using Birdie

To use the Birdie app, users must use a unique mobile number. If your caregiver is working for another agency please contact the Customer Care team and we'll be able to link the caregiver to your agency hub for you.

Email address in use

If your caregiver can't be synched across because their email address is already in use, this could mean that

  • There is another registered client/carer using the same email address

  • The caregiver has an inactive profile on your agency hub

  • The caregiver is working or has worked for another agency using Birdie

To use the Birdie app, users must use a unique email address. If your caregiver is working for another agency please contact the Customer Care team and we'll be able to link the caregiver to your agency hub for you.

Inactive clients with visits scheduled

If a client is marked as inactive but has a visit scheduled, you'll also be notified of this in the rostering issues dashboard. These visits do not appear in the app and so could result in a missed visit. You'll need to make sure the client is active in the hub so that their visit will successfully show on the app.

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