Overview
Staff notifications ensure that team members are updated on essential events, like appointments and messages. Customize notifications by type and action to reduce unnecessary alerts while staying informed about critical updates.
Details
Types of Notifications
Practice Notifications:
Accessible via the bell icon.
Shows updates on practice activities.
Email and Text Notifications:
Available for specific events like cancellations or new patient registrations.
Key Features
Customizable Settings:
Use the Edit Notifications option to enable or disable specific alerts for each staff member.
Example: Enable text alerts for cancellations within the 24-hour period while disabling emails for new appointments.
Types of Events:
Appointment updates (new, modified, canceled).
New patient registrations or portal access requests.
Internal changes like adding new staff accounts.
Recommendations
Critical Notifications: Enable notifications for:
Cancellations within the cancellation period (text and/or email).
New patient screening requests.
New staff accounts (especially for administrators).
Optional Notifications:
Birthday reminders.
Alerts for waitlist appointments or patient account creations (often unnecessary).
Pro Tip
Integrate Google Calendar to get synchronized reminders, like vibrating alerts on a smartwatch, for upcoming appointments.