Notification Settings

Any logged-in user can adjust their notification settings by navigating to the My Settings menu from the navigation bar, and then clicking on Notification Settings (Figure NS-1). If the logged-in user is currently in a client record or profile, navigate to the Actions menu from the navigation bar, and then click on Back to My Dashboard (NS-2). From here, the My Settings menu on the navigation bar will be visible.

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The Notification Settings page is divided into three sections (depending on the logged-in user’s role):

Client Related Notifications for Providers (Using System Default Settings)

Reminders for upcoming events (Multiple reminders configurable)

The current logged-in user can set up reminders for any upcoming events for a client:

• What kind of client related events would you like to be reminded about? – Expand the drop-down selection to check all desired events, or mark Check All to receive notifications for all events.

• Scope of events? – Mark whether the notifications should be Just events I am responsible for, or Any that I am on the care team for.

• How long before the upcoming event would you like to be reminded? – Expand the drop-down selection to pick the time range; for example, Hour(s). Then, enter the number of minute(s)/hour(s)/day(s) before an upcoming event that the reminder will be sent.

• How would you like to receive your reminders? – Expand the drop-down selection and choose whether to receive the reminder via email, SMS/text message, voice/phone calls.

Once all preferences have been entered for this type of reminder, click on Add to the list (NS-3.1). Multiple reminders for upcoming events can be added. If a reminder needs to be removed from the list, select the reminder (the selection will be highlighted in blue), and click on the x icon button (NS-3.2).

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Reminders for missed events (Multiple reminders configurable)

The current logged-in user can set up reminders for any missed events for a client:

• What kind of client related events would you like to be reminded about? – Expand the drop-down selection to check all desired events, or mark Check All to receive notifications for all events.

• Scope of events? – Mark whether the notifications should be Just events I am responsible for, or Any that I am on the care team for.

• How long before the event has passed would you like to be reminded? – Expand the drop-down selection to pick the time range; for example, Hour(s). Then, enter the number of minute(s)/hour(s)/day(s) in the text-box after an event has passed that the reminder will be sent.

• How would you like to receive your reminders? – Expand the drop-down selection and choose whether to receive the reminder via email, SMS/text message, voice/phone calls.

Once all preferences have been entered for this type of reminder, click on Add to the list (NS-4.1). Multiple reminders for missed events can be added. If a reminder needs to be removed from the list, select the reminder (the selection will be highlighted in blue), and click on the x icon button (NS-4.2).

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Reminders when changes are made to a client’s record

The current logged-in user can opt in to get reminders via email when items in the client’s record has been created or changed (NS-5):

• Calendar events – To get a notification if a calendar event has been created, check the box for Created. To get a notification if a calendar event has been changed, check the box for Changed.

• Care Plan items – To get a notification if a Care Plan has been created, check the box for Created. To get a notification if a calendar event has been changed, check the box for Changed.

• Visit related information – To get a notification if visit-related information has been created, check the box for Created. To get a notification if visit-related information has been changed, check the box for Changed.

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Summary Notifications

The current logged-in user can opt in to be notified of a summary of changes to a client’s record. Mark whether to receive them Daily, Weekly, or Monthly.

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eReferral Related Notifications (Using System Default Settings)

Scheduled for sent eReferrals (Multiple reminders configurable)

The current logged-in user can opt in to get reminders related to any sent eReferral:

• What kind of eReferral events would you like to be reminded about? – Expand the drop-down selection, and check the box for each desired eReferral status to get reminders/notifications on, or check the box for Check All to receive reminders/notifications for all eReferral statuses.

• How often would you like to be reminded? – Select One Time to only get a reminder once for the selected status(es) above. Select Recurring to get multiple reminders. Expand the drop-down selection to pick the time range for the recurring reminders; for example, Hour(s). Then, enter the number of minute(s)/hour(s)/day(s) in the text-box that the reminder will be sent.

• How would you like to receive your reminders? – Expand the drop-down selection and choose whether to receive the reminder via email, SMS/text message, voice/phone calls.

Once all preferences have been entered for this type of reminder, click on Add to the list (NS-7.1). Multiple reminders for missed events can be added. If a reminder needs to be removed from the list, select the reminder (the selection will be highlighted in blue), and click on the x icon button (NS-7.2).

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Event driven (real time) notifications for sent eReferrals by me

The current logged-in user can opt in to get notifications for when an event occurs for any eReferrals sent by the current logged-in user.

• A status change occurs for an eReferral record – Check the box for each status change to get notifications for.

• To receive notifications for the list below, select Yes; otherwise, select No to opt out of notifications (Figure NS-8):

  • Receiver views/opens an eReferral

  • A comment is posted

  • A comment is edited

  • The receiver adds a primary contact

  • A requested resource is coordinated

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Event driven (real time) notifications for received eReferrals

The current logged-in user can opt in to get notifications for when an event occurs for any eReferrals that have been received by the current logged-in user.

• To receive notifications for the list below, select Yes. Select No to opt out of notifications (NS-9):

  • A new eReferral is submitted

  • Comment posted by the sender

  • Comment was edited by the sender

  • Resource was coordinated by the sender

• An eReferral’s status changed by the sender – Check the box for each status change to get notifications for.

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Summary Notifications

The current logged-in user can opt in to be notified of a summary of changes for sent eReferrals. Mark whether to receive them Daily, Weekly, or Monthly (NS-10).

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Settings for Pre-Enrollment Events [Team Based] (Using System Default Settings)

The current logged-in user get notifications/reminders for events in Pre-Enrollment that are based on the Pre-Enrollment Submission or Pre-Enrollment Selection Teams.

Reminders

The current logged-in user can opt in to get reminders of the following events by selecting Yes. Selecting No will opt out of the reminders (NS-11):

• A Draft is created

• A New Pre-Enrollment is submitted

• An update is made to a pre-enrollment record

• A comment is made on a pre-enrollment record

• A client is enrolled

For A status change occurs for a pre-enrollment record, check the box for each status to get reminders/notifications for.

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Summary Notifications

Depending on whether the current logged-in user is on the Pre-Enrollment Submission Team or the Pre-Enrollment Selection Team, they can opt in to receive a summary via email. Mark whether to receive them Daily, Weekly, or Monthly (NS-12).

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