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How to Add Details to a Care Recipient's About Me Page
How to Add Details to a Care Recipient's About Me Page

See what important information is needed when creating a Care Recipient About me profile

Luke Cullimore avatar
Written by Luke Cullimore
Updated over a week ago

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

Documenting key personal details for your care recipients in Birdie allows you to build a person-centred representation of them which can be easily shared and accessed by your care staff at the click of a button.

How to add your Care recipients' details

  • Click on the 'Clients' tab

  • Select 'Create new client'

Please note if you are using a rostering integration your Care Recipients profile will already be in your agency hub, with some fields pre-populated making your job that much easier.

Personal details

Profile: Here you can fill in personal information including their preferred name (this will show in the app under care plan), pronouns and their DOB. Here, you can also add a picture of your Care Recipient which can be seen on the Birdie app.

Contact details: Here you can add the Care Recipients' primary and secondary phone numbers as well as their address. Currently, they can only have one address on their profile. Make sure to use the searchable address function if you are using geolocation, this ensures that you can see if Care Professionals are going to the right address.

In this section, you can also add access details, which can be information such as what door to enter, key codes or any information your Care Professional needs to know about accessing the property. 

Highlights: You can write additional care or non-care-related details in this section. For example, you may want to log when a Care Recipient becomes inactive and become active again, you may also want to write interesting facts about the Care Recipient. It can also be used to record a summary of the Care Recipient's care journey or to make a note of any relevant updates that Care Professionals should be aware of before visiting.

Personal identity

There is no character limit to these sections so you are free to capture as many details as necessary.

Culture and Religion: In this section, you can add more specific information about the Care Recipients' culture and religion and how this may affect the care they wish to receive.

Sexuality: If you do not collect this information, this section can be skipped. If you do collect this information you can enter details such as their assigned sex at birth, their gender identity and their sexual preference. You can further note how this can impact the care they wish to receive.

Life history: Here you can note what the Care Recipient's previous job and occupation were as well as any significant places or people in their lives. This is helpful to the Care Professionals so that they can understand a bit more about the person they are caring for.

Preferences: Here you can capture information about routines and practices and why they may be important to them or impact their care, furthermore you can capture dislikes and any hobbies and interests, this can help your Care Professionals understand a bit more about the person they are caring for.

Clinical details

Health details: Here you can add specific details related to a Care Recipient's medical and clinical background including their NHS number, you can only enter 1 NHS per Care Recipient.

Medical history: When searching for medical conditions in the medical history section, make sure you type out (do not copy and paste) the entire name of the condition, also consider that the medical condition may be under its clinical name e.g. a stroke is also known as a cerebrovascular accident. This ensures that the database can accurately search for the condition. This information will then pull through to the medical care plan for you to capture more details. 

Medical support: Here you can note whether you provide or do not provide medicine support for the Care Recipient.

Allergies and intolerances: Here you can write any information about allergies and intolerances that your Care Recipient may have. As a safety precaution, you will need to write something in this box in order to save the page, if the Care Recipient has no allergies or intolerances you can write N/A in the box. 

Doctor/GP: Here you can note the GP's name and number. this will be visible to the Care Professional in the app.

Pharmacist: Here you can note the Pharmacy name, number and address, this will be visible to the Care Professional in the app.

Key contacts

Key Contacts: This section can be used to add information about the Care Recipient's nominated next-of-kin/emergency contacts.

Please note: any NoK/emergency contacts saved here will be automatically added to the Care Circle section ready for you to invite them to the family app if applicable.

Other Professionals: This section can be used to add information about any other healthcare professional that is relevant to the Care Recipient. This could be a social worker, dietician or occupational therapist for example.

Future planning

In this section, advanced care planning and decisions can be recorded to plan for any future care and support. You can log whether a Care Recipient has:

  • A Lasting Power of Attorney (LPA)

  • Do Not Attempt Cardiopulmonary Resuscitation (DNACPR)

  • Advance Decision to Refuse Treatment (ADRT)

  • A Recommended Summary Plan for Emergency Care and Treatment (ReSPECT)

Agency admin

Depending on what package you are on you may not see Funding or matching information.

Unique client identifier: Here you can add a free-text unique identifier for each of your Care Recipients. This is ideal when submitting a statutory notification to the CQC or when communicating about your Care recipients with external stakeholders to protect privacy and minimise the sharing of personal data.

Status: Here you can input the service start date and the status of the Care Recipient and enter a period of inactivity if you are utilising this feature. 

Regulated care: Here you can state whether the Care Recipient receives regulated care or not. For example, personal care is defined as a 'regulated activity' by the CQC.

Risk management: Here you can assign an overall risk level to the Care Recipient in line with your contingency plan. At Birdie, we use a RAG status (Red, Amber, Green). The way you choose to make use of the risk level statuses is up to you.

For example, in the case of an emergency, you may use green status to identify Care Recipients who could have their visits replaced by a phone call or postponed, the amber for those who could have fewer visits than usual, with the occasional call to check if a visit is necessary and the red status for Care Recipients who need to have all their visits attended.

Accessible information standard: Here you can note whether the Care Recipient has any communication or information needs and what their preferred method of contact for admin matters are.

Funding arrangements: Here you can note what funding arrangements this Care Recipient has, this can be local authority, private etc., as well as their Local authority ID.

Matching: If you do not collect this information, this section can be skipped. Here you can input Care Professional preferences regarding gender and what group they will be in, a Care Recipient can only be in one group.

Once you have created your Care Recipient's profile, you can build a care plan, risk assessments and add medication to ensure that your Care Professionals have the most person-centred profile to carry out safe and responsive care.

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