Please note: The following feature is available as part of Birdie’s Core, Advanced, Plus, (Previously known as Care Management & Rostering, Care Management, Rostering & Finance, Premium and Essentials) Please get in touch if interested in more information on this feature!
If your care agency is managed in different teams, locations, or any other kind of group, you can use Groups to create a better view of what is going on within each one.
How to create a group
Start by clicking your initials in the top-right corner of the agency hub. On the dropdown menu, select Manage Groups. From this screen, you will be able to create and delete groups by clicking on the green New group button.
How to add a Care Recipient to a group
To add a care recipient to a group, click on their profile and select the Agency admin tab. Click the edit button on at the top of the screen and scroll down until you see the Group Heading. Here you can select which group they need to be in, click Submit when you are done.
Please note: Care recipients can only be added to one group, they also cannot be added to a group for a date in the future.
How to add a Care Professional to a group
Click on Team and select the care professional's name. Then Edit their Personal Details and you will find Groups listed at the bottom, click Submit when you are done. Care professionals can be added to more than one group.
Use the Groups to filter
You can also filter different parts of the Birdie platform to see the groups that are most relevant to you, you can filter on the Clients tab, Team tab, Alerts and Logs.
You will automatically view the groups which you are in. If you would like to view all groups automatically then you will need to make sure you are added to all of the groups in your agency.
If you are searching for Care Recipients and you are unable to find them please make sure you have all the relevant groups selected.
How to edit or delete a Group
It is not possible to edit a Group name however you can remove a Group if you have made a mistake or it is no longer relevant to your agency. To do this, click your initials in the top-right corner of the agency hub. On the dropdown menu, select Manage Groups.
Find the Group you would like to delete, click the three dots and then click the bin icon, this will now be removed.
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