Overview
Notifications keep you informed by sending automated emails when specific actions occur within the system.
Admin Access Required: You must have Administrator permissions to access the User, Settings, and Notifications areas.
⚙️ How to Set Up Notifications
Navigate: Once logged in, go to the Notifications area in the left navigation bar.
Add New: Click the Add button.
Select Type: Choose a notification type from the drop-down box.
Enter Recipients: Enter all recipient email addresses in the provided field.
Performance Note: Please add all email addresses in the same field, separated by a comma. Setting up the same notification multiple times for different people can cause performance issues and may prevent emails from sending entirely.
Set Frequency: Choose your preferred timing:
Real-time: Sent the moment the action occurs.
Summary: An evening digest of the day’s activities.
Repeat: Continue this process until all desired notifications are added.
Save: Click Save to apply your settings.
🚀 Recommended Notifications
If you are using the Connect module, we highly recommend adding these specific notifications to monitor for issues:
Notification Name | Why it matters |
Error-Posting Failure | Alerts you if a payment fails to post to your practice management system. |
Error-Incomplete Posting Record | Triggers if a record is missing data required for a successful sync. |
Error-Failed Auto-Pay | Notifies you if a recurring or scheduled payment fails to process. |