Please note: Custom workflows are available as part of Birdie's Plus package. Please get in touch if interested in more information on this feature!
Much like with our pre-set workflows, you will still be able to benefit from different workflows that standardise key touch points or actions, so you never miss an important step!
However, with custom workflows, you have the option to customise key parts surrounding a set of trigger events, including being able to determine the set of actions, descriptions and deadlines to be generated as a result of one of these trigger events. That way they can match up with how your team operates!
What trigger events can I use to create custom workflows?
Custom workflows can be created around the below pre-existing trigger events:
Care Recipient onboarding trigger event
Trigger event: Creating a Care Recipient profile, will trigger the actions within your custom workflow
Care Professional onboarding trigger event
Trigger event: Creating a Care Professional profile, will trigger the actions within your custom workflow
Care Recipient touchpoint trigger event
Trigger event: When a first visit is completed, this will trigger the actions within your custom workflow
How to customise & turn workflows on
You will need to define the following information and present it to your Customer Success Manager, who will then be able to support you to create these.
Trigger event you want to create the workflow around
Title and description you want for the workflow
The set of actions and title of those actions to be generated as part of the workflow
The due date you wish to associate with each of the actions (as defined in the set of actions in the previous step)
Once that’s agreed, your Customer Success Manager will do some behind-the-scenes magic to bring these to life for you.
Once set up and live, these actions will automatically appear within your Agency Hub, each with a due date. All you have to do is assign them to the relevant individual in your team!
An example workflow can be found below:
Trigger event: Creating a Care Recipient profile will trigger the following actions.
Workflow title: New Care Recipient Workflow
Description: Key steps when someone new comes under our service.
Actions and due dates:
Schedule introduction — due 1 day after Care Recipient profile is created
Schedule first visits — due 1 day after Care Recipient profile is created
Complete digital care consultation assessment and plan — due 1 day after Care Recipient profile is created
Issue service agreement for signature and obtain lawful consent — due 1 day after client profile is created
Share Statement of Purpose and Privacy Promise — due 1 day after Care Recipient profile is created
Share additional relevant policies and service information — due 1 day after Care Recipient profile is created
How to View an Action Created via a Workflow
All actions that have already been created from the trigger event will surface in the Inbox tab and will remain there until completed or archived.
These actions will automatically appear within your Agency Hub, each with a due date. All you have to do is assign them to the relevant individual in your team!
Actions that have been created by a workflow will display “Action created by [name of workflow]” in the Timeline tab.
FAQ'S
Will existing Care professionals and Care Recipients benefit from these workflows?
Yes, any expiry dates of documents or birthdays should always be in the future, any dates that have been added prior to today (assuming they are in the future) will be captured by the workflow and a reminder will be generated at the defined time (e.g. 2 weeks before due date)
Do existing Care Recipients who have already had their first visit in Birdie also get enrolled in the ‘Client touchpoint workflow?
No, in this scenario you should set up recurring actions.