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How to View & Manage a Care Recipients Care Team

Manage a Carers access to a Care Recipient's care plan and daily care notes, as well as allow them to be matched in the rota.

Lucy Palmer avatar
Written by Lucy Palmer
Updated over a week ago

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

Easily grant or revoke a Carers viewer access for a Care Recipient. This means you can limit their access to only the Care Recipients that they are visiting. You will also be able to decline access to make your scheduling easier! You can do this directly from your Agency Hub.

Carers will automatically be granted viewer access when they are assigned to a visit for a Care Recipient. Birdie will never automatically decline or revoke viewer access between a Carer and a Care Recipient. You will want to review the access of your Carers manually to ensure the correct roles are set up. 

What if my agency uses rostering integration?

If you use a rostering integration provider such as Careplanner, Staffplan, Carefree etc, you will not need to allocate a Carer to the Care Recipient on the Birdie agency hub.

This is because this information is pulled directly from the allocation that has been assigned on your rostering. 

If you no longer use your rostering integration (You are moving to Birdie) please review the viewer access that your Carers will have to the Care Recipient. If the Carer had a visit previously, they may still see data for this Care Recipient.

What are the different roles on Birdie?

There are different role options that can be selected, it is important that you review these regularly so that Carers are seeing information for the relevant Care Recipients.

The roles:

  • The Viewer role links the Carer to the care recipient, meaning that they have will access to their care plan and care logs.

  • The Declined role blocks the Carer's access to the care recipient. Declined carers will be excluded from the allocations menu, and will not be considered for visits for this client.

  • Revoke viewer access, the Carer will not have visibility of the Care Recipient's data anymore. However, if they are scheduled for a visit together again then the Carer will become a Viewer again.

How to view a Care Recipient's care team

Click into the Clients tab, and search for your Care Recipient using their name. On the left-hand tab select Care team. Within this tab, you can see all of the Carers linked to the Care Recipient and their specific role.

If you would like to see the role of a specific Carer in relation to this Care Recipient, you can use the search bar to type in their name, or you can view all declined carers, or viewers using the buttons highlighted below.

How to grant, revoke or decline access

  • Select the Care Recipient

  • Click on the Care Team tab on the left-hand side

  • Select the Carer (you can bulk select)

  • Click the three dots on the right-hand side

  • Select Grant viewer access, Revoke viewer access or Decline carer on the drop-down menu

  • Click Apply changes when you are done

  • A tag will appear confirming the role

You can do this process in the same way, through the Carers profile. Click into the Team tab and find your specific Carer. Using the Clients list on the left-hand side, you can select the necessary care recipients.

How to bulk select Carers

You can bulk-select Carers by clicking the box to the left of carer and clicking the Edit roles button on the right-hand side.

Click the appropriate view and exclude status, and Apply changes. This role will be applied to everyone you have selected.

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