If you use CareFree as your rostering provider, you will need to add your client's details to that system first so that they can sync to Birdie. The instructions below will show you how to do this and how to fix any issues you may be experiencing with a client not syncing to Birdie.
How to create a client profile on CareFree
From the top main menu, click 'Clients'
You will now see the screen below with the client's main screen
Under the General tab, you can add details for the client's key safe and entry methods, add key safe numbers and any entry requirements to gain access to the premises. These details Sync to Birdie, so no need to add them again!
You can now add more details to the client's profile
1) Select Company and Branch, which allows filtering within the CareFree system
2) Housing scheme and accommodation allow you to pick what type of accommodation the client resides in
3) Risk type, you can see who is vulnerable from your lists within CareFree
4) RAG rating (Red, Amber and Green)
What information is needed in order to sync to Birdie?
There are other details you can add to CareFree; however, the information below is critical in order to sync and show on the Birdie agency hub.
Name
DOB
Address
Gender
The status of the client
Please note: a profile can take up to 15 minutes to sync to Birdie.
What to do if you encounter an issue
If your client's profile is not syncing to Birdie or you are getting an error message, please make sure you have entered all the correct information in the correct format.
For example, certain errors might prevent a client profile from syncing through to Birdie, e.g. a postcode not in the right format. (Make sure you have entered a 0 and not an O).
If a client profile still doesn't pull through to Birdie, you should contact CareFree directly.
Need more help?
If you need help using the CareFree system, please reach out to them on their email address-[email protected]. They will be able to assist you with the system.
Please note: new integrations are no longer supported with CareFree.