Employee Notification Settings
- Navigate to Employee Profile>Employment>Notification Settings.
- Click Set/Edit for any setting to change it. The different settings present different notification options.
Task Assignment (Email only): check here if the Employee should receive an email whenever a Task is assigned to them. Depending on your System Settings, the email will specify Task details and the Client name. The email will always include a link to open the Task in the web app.
New Client Notification (Email and/or Task): Choose whether the Employee should receive an Email and/or a Task assigned to them when a new Client is added to their Caseload.
Both the email and the Task will specify the new Client name and provide a link to access the Client Profile.
Visit and Recurrence Offers (Email only): The Employee will receive an email alert about a new Visit or Recurrence Offer sent to them, as well as an email notification when they are assigned to an accepted Offer. On mobile, a link in the first email will take them to the Offer in the mobile app. A link in the confirmation of assignment email will take them to the Visit in the mobile app.
Note that Employees also receive an Indicator on Mobile when a Visit/Recurrence Offer has been sent to them, which they will see as soon as they sign in.
Referral Update Notification (LHIN client only): When a referral update or frequency update is processed via the Intake module, a task is created for each member of the care team tied to this service.
For this notification, care team members are the following:
- Service Primary Employee
- Experienced employees for this service, e.g. employees that had a visit for this service in the past X days (X can be defined in the system settings)
- Future Scheduled employees for this service, e.g. employees that will a visit for this service in the future X days (X can be defined in the system settings)