Many Notifications for Employees must be configured at both the system and Employee level. Once you have enabled the correct settings for your agency, you can make adjustments for specific Employees in the Employee profile.
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 is created for each member of the Care Team tied to this Service.
For this Notification, Care Team members include 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 have a Visit for this Service in the future X days (X can be defined in the System Settings)