Please note: The following feature is available for all of Birdie’s packages excluding those on Advanced, Plus and Essential (Also known as Care Management & Rostering, Care Management, Rostering & Finance and Premium packages) For those packages you will use the scheduling inactivity feature- article here.
As it is not possible to delete a Client or Carer profile, if a Client or a Carer is no longer using your agency you can change their status to inactive. Alternatively, if you need to make a Client or a Carer active after a period of absence you can easily do this as well.
How to make a Carer active or inactive
Click on Team and search for the Carer you want to change the status of, click on their name to be taken to their profile.
2. On the Basic info tab click on Agency admin and click Edit.
3. Change the status to Active or Inactive and click Submit at the bottom of the page, make sure you click this or your changes will not be saved.
If you change the Carer's status to inactive they will no longer have access to the Clent's in the Birdie app. Their profile will also now appear under the inactive button under the Teams tab.
How to make a Client active or inactive
Please note: if you use a rostering provider (CarePlanner) You will need to change the status of the Client to inactive on that system or their status will not stay inactive on Birdie.
To make a Client inactive, click on the Clients tab and select the Client you want.
2. On the Client information tab, click on Agency Admin. Next to the Status tab click on Edit
3. If you want to make them inactive you must put a reason, this can be permanent or temporary.
When you are done click Submit at the bottom of the page. Once this has been done the inactive Client will no longer be accessible to your Carers in the Birdie app.
Now that the Client is inactive two things will happen:
Visit schedules will be automatically stopped for newly permanent inactive Client's
Future visits will be automatically cancelled for newly temporarily inactive Client's
How to make a Client active again
4. To make them Active again, find the Client under the Inactive button on the Clients tab.
You have the option to filter temporarily inactive and permanently to make it easier to find them
Once you have found the Client you want to make active, navigate to their Client Information tab click on Agency Admin tab. Now click Edit and change their status to Active. Click Submit when you are done.
Please note: It isn't possible to schedule inactivity to start in the past, you will need to set the start of the inactivity for a date/time in the future. You may want to add a note to their client/carer feed to state when the client was inactive.
Why is inactive Client data still showing up in my Agency Hub and Finance Tab?
Inactive Client visit schedules and data will only be automatically removed for Client's that are NEWLY set as inactive.
If you have a Client who has been set as inactive previously, their visit schedules and data will not be automatically removed.
You will need to set this Client as active and then inactive again - this will then remove future visit schedules and data, ensuring visits are not charged incorrectly.
To do this, go to the Client who is inactive, click on their profile. Then go to the Client information tab, then click Agency Admin and click Edit on this section.
You will then need to set the Client as inactive again. As outlined in the first section, click Edit again, select the Inactive button, choose a reason for inactivity, and click Submit.
Please note: this will only remove visit schedules/data from the date you set them as inactive and onwards - and any historic visits will need to be manually discarded.