Please note: Check the package information below, all workflows can be enabled by contacting your Customer Success Manager.
Effective care delivery requires consistent processes and timely actions. Birdie's workflow system automates crucial touchpoints throughout your care journey, from Client onboarding to regular quality checks.
By automatically generating actions based on key triggers, workflows ensure your team never misses important steps in care delivery and compliance.
Types of Workflows
Birdie offers two main types of workflows:
Pre-set Workflows: These are standardised automation sequences designed to cover common care management processes. These include Client onboarding, touchpoint management, and document tracking. Pre-set workflows are available across different Birdie packages and come with predefined triggers and actions. See more information here.
Custom Workflows: These are available in the Plus package and allow you to create personalised automation sequences that match your specific operational needs. You can define custom triggers, actions, and deadlines to align with your internal processes while maintaining the same automated efficiency as pre-set workflows. See more information here.
Workflow Availability by Package
Workflow type | CM only | Advanced CM | Advanced | Plus | Description | Trigger |
Client Touchpoint | ✅ | ✅ | ✅ | ✅ | Manages service reviews and quality checks | First visit completed |
Client Onboarding | ✅ | ✅ | ✅ | ✅ | Handles new Client setup process | Profile creation or Zoho status update |
Carer Onboarding | ❌ | ❌ | ✅ | ✅ | Manages Carer onboarding tasks | Carer profile creation |
Carer Touchpoint | ❌ | ❌ | ✅ | ✅ | Tracks supervision and appraisals | Document expiry dates |
Document Expiry | ❌ | ❌ | ✅ | ✅ | Monitors key document renewals | Document expiry dates |
Birthday | ✅ | ✅ | ✅ | ✅ | Generates birthday reminders | Client DOB |
Custom Workflows | ❌ | ❌ | ❌ | ✅ | Create personalised workflows | Various (custom) |