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How to add future planning details to your Care Recipient's profile
How to add future planning details to your Care Recipient's profile

Learn how to fill in or update your Care Recipient's personal details in the Birdie Agency Hub. Personal details, DNAR status, POA

Beth Colquhoun avatar
Written by Beth Colquhoun
Updated over a week ago

Please note: The following feature is available for all of Birdie’s packages.

Documenting key personal details for your clients in Birdie means that valuable information is readily available to you at the click of a button.

Those details are also accessible by your care staff directly in their app. It means your care staff always has the right information such as how to locate or enter the property of your client or to know their DNAR status. Learn more here

In the case of an emergency, you can securely share this information with other health professionals, thanks to our third-party access portal. Learn how to do this here.

Note: make sure to keep this information up to date and to make changes whenever it is required so that everyone involved in the care of your client has the latest information at hand.

How to add details to your client's profile

Go to your Client's list. Click on your client's profile, and then click on Edit

Fill out the basic information fields: Personal details, Home address, Contact details.

In the Advanced decisions section, mention if your client has a DNAR* order or not.

*DNAR stands for Do Not Attempt Resuscitation. It means that your client has stipulated that they do not want to have cardiopulmonary resuscitation (CPR). If something serious happens, they’d rather let nature take its course. If your client has opted for a DNAR order, as a healthcare professional, you must follow their wishes in all circumstances.

In the Power of attorney section, mention if your client has the capacity to make their own decision and if they have a legal power of attorney for their health and wellbeing.

To finish click Submit 

How to add a power of attorney

If your client has a lasting power of attorney for health and wellbeing, add their contact details in the Key contact/NOK section, you can add further details such as property and financial affairs in the Future planning tab, when you are done click Submit.

The lasting power of attorney has now been added to the care circle, you can invite them to download Birdie, by clicking on the Invite button to the right.

That's all there is to it! As of now, whenever you create a new client in the interface, you will be asked to enter those details straight away.

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