Notifications - Step by Step

Notifications - Step by Step

Notifications within CareNet allow you to connect calendar and client profile updates to 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 Options
 Calendar
 Calendar Event Added, Calendar Event Deleted, Calendar Event Update, Scheduler Appointment Added, Reminders
 Client Profile
 Client Account added, Client Linked Account Added, Client Updated, Client Referral Added
 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, File Ready, File Shared, Folder Shared, Client Document Restored
 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, Video Download Ready, Video Shared

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 by 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 set up what you would like to be notified of. 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:
  1. Mobile Phone information: For text notification updates.
  2. Email for notifications: Where email notifications will be sent to, which defaults to the email address associated with your personnel profile.
  3. Notification method: This is for bulk selection; if you check one (or all), it will apply that selection to every notification option.
  4. Notification selection: Select the options you want to be notified of. 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.
Alert
Only notifications within the CareNet system, or in-app, will provide specific details like the client's name.  Text and email notifications received outside of the CareNet system will not include this sensitive information.  It is simply a notification for you to log in to your CareNet system to see what has transpired with one of your clients.


Step 5. After making your selections, scroll to the bottom of the page and press the Save button.


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