Please note: This is available on the majority of Birdie packages, excluding Care Management only packages and Care Management and Rostering packages. Please get in touch if interested in more information on this feature!
There may be scenarios where certain carers and clients should not be assigned together for a visit. Whatever the reason may be, Birdie has made it quick and easy to block a carer from being assigned to a client. This is helpful when using the templating features and ensures a safe visit for everyone involved.
You can revoke access via the Team or Client tab, the process is the same for both.
Via the Clients tab
Select the client and click on the Care Team tab. Find the carer you would like to block and click on the three dots alongside their name.
You can bulk-select by ticking the Carer box.
Click the three dots and select Decline carer to block them from being matched to the Client and click Apply changes.
You can Decline a carer and have them remain as Viewers to the clients' data however if you also want to remove the viewer status select Revoke view access and Decline carer and click Apply changes.
If the client and the carer are scheduled together again then the carer will become a viewer again.
This will now stop a carer from being scheduled with that client and will not include the carer as a suggestion for certain visits. It will also unallocate the carer from any visits that they have already been assigned to with that client.