Notifications - Step by Step
Notifications within CareNet allow you to connect updates from the calendar and client profile to either your mobile phone or email! In addition to these notifications there is also an in app popup that will appear for updates as well. You can receive notifications on:
Section
| Notification Option
|
Calendar
| Calendar Event Added, Calendar Event Deleted, Calendar Event Update, Scheduler Appointment Added
|
Client Profile
| Client account added, Client Linked Account Added, Client Updated
|
Client Case
| Client Allegation Deleted, Client Allegation Updated, Client Case Assigned, Client Case Deleted Client Case Inactivity, Client Case Updated
|
Client Documents
| Client Document Added, Client Document Note Added
|
Client Encounters
| Client Encounter Added, Client Encounter Edited
|
Client Forms
| Client Form Added, Client Form Updated
|
Client Insurance
| Client Insurance Modified
|
Client Medical
| Client Medical Record Modified, Client Referral Added
|
Client Therapy
| Therapy Referral Added, Therapy Referral Edited, Therapy Session Added, Therapy Session Deleted, Therapy Session Edited, Client Therapy Record Modified
|
Client Video
| Video Ready
|
Tip: For any client notifications you must be
assigned to that client. To learn how to assign yourself to a client please
click here.
To learn more about setting up notifications please follow along below:
Step 1. Visit your personnel profile. You can either do this by searching within the personnel section, or clicking on your username in the upper right hand corner and selecting 'Profile'.
Note: Depending on your permission set you may receive an error when attempting to modify a personnel profile. If an error is received please contact your local administrator.
Step 2. Once on your personnel profile, navigate to the 'Notifications' tab.
Step 3. Once on the notifications tab you can now choose to setup what you would like to be notified on. First select the 'Edit' button.
Step 4. After your page reloads you can now start making selections for what you would like to be notified about and the delivery of those notifications (phone, email, or in app). This page includes:
- Mobile Phone information: For text notification updates.
- Email for notifications: Where email notifications will be sent to.
- Notification method: This is for bulk selection, if you check one (or all) it will apply that selection to every notification option.
- Notification selection: Select the options you would like to be notified on. To make a selection click within the white rectangle adjacent to the notification option, then select the method you would like to be notified by.
Step 5. After making your selections, scroll to the bottom of the page and press the 'Save' button.
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