How to use an automated Workflow [beta]
Enable an automated workflow for when you onboard care recipients and care professionals so that you never miss an important step.
Anjelica avatar
Written by Anjelica
Updated over a week ago

When an event occurs, such as a new care professional or care recipient joining your agency, there are often multiple tasks to be carried out by your team before care can be safely delivered.

birdie has developed three different workflows, a 'Care Recipient onboarding' workflow, a 'Care Professional onboarding' workflow and a 'Care Recipient touchpoint' workflow. Each workflow has a different ‘trigger event’, which will generate a set of actions, so you never miss an important step!

These actions will automatically appear within your Agency Hub, each with a due date. All you have to do is assign them to the relevant individual in your team!


What are the Pre-Set Workflows?

The below outlines the pre-set workflows that are available to you:

Care recipient touchpoint workflow

Trigger event: When a first visit is completed, this will trigger the following actions:

  • Complete next-day courtesy calldue 1 day after the first visit is completed

  • Complete 14-day service reviewdue 2 weeks after the first visit is completed

  • Complete 90-day quality assurancedue 3 months after the first visit is completed

  • Complete 6-month service reviewdue 6 months after the first visit is completed

  • Complete quality assurancedue 9 months after the first visit is completed

  • Complete care service reviewdue 12 months after the first visit is completed

  • Define future touchpointsdue 12 months after the first visit is completed


Care recipient onboarding workflow - using Zoho integration

Trigger event: When a Care Manager performs a consultation and the Care Recipient is taken on and the Zoho status is updated to ‘Closed Successful' for the Care Recipient, this will make the Care Recipient ‘Active’ in birdie and will therefore trigger the following actions:

  • Schedule introductiondue 1 day after client profile is created

  • Schedule first visits — due 1 day after client profile is created

  • Complete digital care consultation assessment and plandue 1 day after client profile is created

  • Issue service agreement for signature and obtain lawful consentdue 1 day after client profile is created

  • Share Statement of Purpose and Privacy Promisedue 1 day after client profile is created

  • Share additional relevant policies and service informationdue 1 day after client profile is created

Please note: The Zoho status will need to be updated to 'Closed Successful' in order for the above actions to be auto-generated. These actions will not be generated when the status is changed to 'Consultation Booking Confirmed'; 'Waiting List'; or 'Closed not filled' - and will not be created when creating a new lead in Zoho, alone.


Care professional onboarding workflow

Trigger event: creating a client profile will trigger the following action:

  • Issue ID badge — due 1 day after profile creation


How to View an Action Created via a Workflow

All actions that have already been created from the trigger event will surface in the Inbox tab and will remain there until completed or archived.

These actions will automatically appear within your Agency Hub, each with a due date. All you have to do is assign them to the relevant individual in your team!

Actions that have been created by a workflow will display “Action created by [name of workflow]” in the Timeline tab.


Please note: This feature is available to birdie partners leveraging our Premium package and advanced actions functionality. As this is an opt-in feature, you will need to reach out to your Account or Onboarding manager to enable this for you.

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