Implications and Best Practices for Linking a Care Professional’s Birdie Profile Across Multiple Agencies
When linking a care professional’s Birdie profile to multiple agencies, it is essential to understand the implications and follow best practices to ensure smooth operations and maintain privacy. Below is a detailed guide to help agencies navigate this process effectively.
Overview of Linking Profiles Across Agencies
Birdie allows care professionals to have a single profile (Birdie ID) that can be linked to multiple agencies. This feature ensures that care professionals can access all their associated agencies through one account, streamlining their experience. However, this also means that certain shared information is synchronised across all linked agencies.
Privacy Considerations
Agency Privacy: Agencies linked to the same care professional cannot view each other’s details. This ensures that operational and sensitive information remains confidential.
Care Professional Access: The care professional will have visibility into all agencies they are linked to, allowing them to manage their work across organisations.
Data Synchronisation and Shared Fields
Synchronised Fields: Changes to shared profile fields, such as name, phone number, and email, made by one agency will automatically update across all linked agencies, for example Joe Bloggs is named Joe Bloggs (ID: 764) on agency A, this name will also appear on agency B when linked.
This ensures consistency but requires careful planning when making updates.
Agency-Specific Data: Details such as availability, start dates, and group assignments remain specific to each agency and are not shared.
Best Practices for Managing Contact Details
Use Personal Contact Details: Whenever possible, use personal phone numbers and email addresses to avoid unintended updates across agencies.
Plan Work-Specific Changes Carefully: If you need to switch to work-specific contact details, ensure that these changes are appropriate for all linked agencies. Coordinate with the care professional and other agencies if necessary.
Obtain Consent: Confirm with the care professional that they are comfortable with their profile being linked across agencies and that they understand the implications.
Steps to Link Profiles
If you need to link a profile, please contact the Birdie Partner Care Team
Frequently Asked Questions
Can agencies see each other’s details when profiles are linked?
No, agencies cannot view each other’s details. Each agency’s information remains private.
What happens if I update a care professional’s contact details?
Any updates to shared fields (name, phone number, email) will synchronise across all linked agencies. Plan such changes carefully to avoid unintended impacts.
Can a care professional use the same email for multiple agencies?
Yes, a single email address can be used for multiple agencies by linking the care professional’s profile.
What should I consider before linking profiles?
Confirm that the care professional is comfortable with linking the accounts.
Understand that shared fields i.e name, number and email address will synchronise across agencies.
Use personal contact details where possible to avoid unintended updates.
By following these guidelines and best practices, agencies can effectively manage linked profiles while maintaining privacy and operational efficiency.