How Notifications and Alerts are sent or displayed, and for what triggers, will vary according to the Employee Settings, the Client Settings, and System Settings.
The ways Notifications and Alerts can appear are:
- as Tasks;
as orange indicators in the mobile app;
as SMS messages;
as Emails;
as KPIs in the Dashboard.
The events that could trigger or display different kinds of Notifications and Alerts are:
| Module | Trigger | Tasks | Indicators on Mobile | SMS | Emails | KPIs |
| Client and Employee Management | Client assigned to you |  |
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| Service Status Change | |
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| Expiring Skills | |
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| Client Vitals | |
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| Referrals | Referral Update | |
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| Pending Offers | |
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| Soon to Expire Offers | |
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| Pending Referrals | |
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| Reports | Reports to Approve | |
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| Report completed | |
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| Ticketing | Open Tickets | |
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| Scheduling | Scheduled Visits | |
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| Late Visits | |
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| Visit/Recurrence Offers | |
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| Accepted Visit Offers | |
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| Expired Visit Offers | |
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| Overdue first visits | |
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| Employees clocked-in via mobile | |
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| Expired Service End Dates | |
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| Tasks | All Tasks due today | |
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| Task assigned to you | |
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| My Tasks Due Today | |
Client Assigned to you
To trigger a Task and/or an Email when a Client is assigned to you:
- Configure System Settings;
- Configure Employee Notification Settings.
Service Status Change
To trigger an Email to all members of the Care Team when a Client's Service Status changes, configure System Settings.
Client Vitals
To trigger a Task when a Client's Vitals pass specific thresholds, configure a Form of Type Dispatchable Event Task, and configure the Client's Vitals.
Referral Updates
To trigger a Task related to a Referral Update:
- Contact your Client Success Manager to enable this in your environment;
- Configure the Employee Notification Settings for any Employees on the Client's Care Team to be assigned a Task.
Report completed
To trigger either an Email or an SMS message whenever specific types of Forms are submitted, configure your Notification Rules in System Settings.
Late Visits
To trigger either an Email or an SMS message whenever Employees are late to Visits, configure your Notification Rules in System Settings.
Otherwise, you can configure your Dashboard to show you a KPI with your any Late Visits whenever you log in on the web app.
Visit/Recurrence Offers
To trigger an Email when a Visit/Recurrence Offer has been sent to an Employee, and when an Offer they accepted has been assigned to them:
- Configure System Settings;
- Configure Employee Notification Settings.
The Employee will also automatically see an orange indicator in the mobile app, whenever they log in and there is at least one Visit/Recurrence Offer for them.
Tasks Assigned to You
To trigger an Email whenever a Task is assigned to you,
- Configure System Settings;
- Configure Employee Notification Settings.
Otherwise, you can configure your Dashboard to show you a KPI with your Tasks that are due on the current day, whenever you log in on the web app.
Open Tasks will also be highlighted by an orange indicator in your mobile app when they are assigned to you.
KPIs in the Dashboard
KPIs provide various actionable metrics and will be visible in the Dashboard upon logging into the web app, as long as the appropriate ACLs are set up for a given Employee's Role. KPIs are clickable so you can take action on them.
The Dashboard must also be configured to display the KPIs.
KPIs can alert you concerning the following:
- Pending Offers: any Offers of status Posted which have yet to be processed.
- Soon to Expire Offers: any Offers soon to expire according to limitations set in System Settings.
- Expired End Dates: Services whose Projected End Date is the previous date and which are still in status Active.
- Pending Referrals: all Posted (unprocessed) Referrals.
- Clocked-in via mobile: all users currently clocked in via mobile.
- Expiring Skills: all Employee Skills due to expire on the current day.
- Reports to approve
- Open Tickets
- Scheduled Visits: any ongoing Visits.
- Late Visits: Visits where the Care Worker is late or has missed their shift entirely.
- Accepted Visit Offers: Visit Offers accepted by Employees.
- Expired Visit Offers: Visit Offers which have expired without receiving any response.
- Overdue first visit: Any Services for which the required first Visit date has not been respected and is passed.
- My Tasks Due Today
- Tasks Due Today
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