In order to get started on Birdie, you will need to add your carers to the Agency hub. You will need to decide whether they are a User (care professional) or if will they have Admin access.
What is the difference between a User and an Admin?
A User will be for your team who will only have access to the Birdie App once they have downloaded it onto their mobile devices.
Admin will have access to the Birdie Platform and make changes to your care recipients and care professionals.
How to add a care professional (User profile)
Click on the Team tab in the top menu and select Add new Caregiver.
Fill in the care professional's name, email address and phone number. Here you will also change the status to Active and select No for Admin. If you use groups in your agency you can select the group here. This information can be changed at a later date if needed
How to create an Admin profile
If you decide to change a User to an Admin profile so that they can access the Agency Hub you are able to do this by going to the Team tab and selecting the care professional.
On the Basic Info tab, scroll across to the Agency Admin tab, navigate to Roles & Status and click Edit.
Here you can change the status to Admin and click Save when you are done. If you need to change the profile back to a user profile you can do this here as well.
Please note! If you are using a rostering integration you will not see the Create new caregiver button. You will need to add the user as a carer in your rostering system and their profile will automatically be created in Birdie in the next sync.