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How to add a client onto Staffplan and sync them to Birdie
How to add a client onto Staffplan and sync them to Birdie

Help on how to set up a client using your Staffplan rostering and ensuring they sync to Birdie

Anjelica avatar
Written by Anjelica
Updated over a week ago

If you use Staffplan as your rostering provider you will need to add your client's details on there first so that they can sync to Birdie. The below instructions will show you how to do this and how to fix any issues you may be experiencing with a client not syncing to Birdie.

This follows almost exactly the same steps as adding a carer- see article here

On the Personal Tab, the mandatory fields are forename, surname and postcode. You will need to enter these or the profile will not sync to Birdie.

On the Monitoring Tab, the exclude tick box highlighted below must not be ticked, if this is ticked then the information will not send to Birdie. The Exclude tick box can be configured upon the creation of carers/clients. This is done in Configure > Database > Carers/Clients.

On the Provision Tab, the start date must be set to today's date or in the past. If the start date is set to a future date then the client will not sync until that date. The current status will be indicated in the top right. Not started or finished profiles will not send to birdie.

Need more help?

If you need further help using the Staffplan system please reach out to them directly. If you do not have access to Staffplan Exchange you need to contact an administrator or someone in your agency who has a login to change the settings for you. Alternatively, you can contact Staffplan to create a log in.

To contact Staffplan 0330 343 0067 or (if you have a portal account)

Please note: new integrations are no longer supported with Staffplan.

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