Notifications

One master switch and a row of category switches decide what your practice hears about. The card says it plainly: “Choose which in-app and email notifications your clinic receives. Essential emails (receipts, security, and billing alerts) always send.”

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What this tab controls

Every switch saves on its own, straight away. There is no Save button. The Document switch also covers forms: a notification when someone mentions you in a comment on a form, the Every response notification, the Daily digest email that team members can choose for a form they build, and the Prescreen follow-up notification a screening form raises for a team. Turning it off stops all four for everyone in your practice. The System switch is drawn but disabled, and the line under the card says why: “System notifications cannot be disabled as they contain important updates about your clinic.” The category list also adapts to your edition, so you only see categories your practice can produce.

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Your notification bell, and what is yours alone

The bell in the header keeps your own copy of every notice, in three views: Unread, All and Archived. What you do with a notice is yours: a notice sent to the whole clinic that a colleague has read stays unread for you. On each notice you can Mark as read or Mark as unread, Archive or Restore; Mark all read clears everything unread that does not need you. A notice you have read is archived automatically 30 days later, and an archived notice is kept for 90 days. Notices that need you. A patient assigned to you, a countersignature waiting for you, a note returned to you and a change of supervisor are marked Needs action and carry an Acknowledge button. They stay in Unread — reading them is not enough — until you acknowledge them or the thing they ask of you is done (the visit is checked out, the note is countersigned), when they clear themselves. Mark all read leaves them where they are and tells you how many. A notice that needs you cannot be archived until you have acknowledged it. Acknowledging is recorded against your name. Pop-ups. When you are signed in, a new notice also appears as a card in the corner of the screen, with Acknowledge or Open where they apply. Notices that were already waiting when you opened the page do not pop up. While the bell is open nothing pops up over it, because a new notice joins the list you are looking at (an emergency still does). Clinical activity. The people whose work a record starts are told when it is created: the nurses on shift when a patient joins the triage queue (New triage), the lab when a lab order is placed (New lab order), and the pharmacy when a prescription is written (New prescription). Each says only what happened and opens the queue, never who the patient is. If your rota names who is on shift now, those people are told; if not, everyone in that role is. You are never told about a record you made yourself. Several arriving together show as one pop-up, such as 3 new lab orders. A clinic that has muted the Patient category does not send these three. Emergency. When a patient is marked as an emergency, the nurse of record and the doctors and nurses on shift see Emergency in triage in red. It always reaches you, always pops up, stays on screen until you dismiss it, and waits in your bell as Needs action until you acknowledge it or the patient is seen. Neither you nor the clinic can switch it off, and not even No pop-up for notices that need me silences it. Your own choices. Under Settings → Notifications, the My notifications card has three groups, saved the moment you change a switch (you get Notification settings saved):

• Clinical activity: Show in my bell and Pop up for New triage, New lab order and New prescription.
• Sounds: Play a sound for emergencies (on by default) plays a short two-tone alert when an emergency arrives, and once more ten seconds later if you have not acknowledged it. Play a sound for other new notices (off by default) adds a soft chime for everything else. Your browser allows sound only after you have clicked or pressed a key on the page; until then the emergency pop-up shows Sound blocked — click to enable.
• Assigned to you: No pop-up for notices that need me, and Email me when a patient or shift is assigned to me. The email says that something was assigned and names no patient; it follows the clinic’s email switches and your account’s Product & account emails switch. A changed or cancelled shift still emails you so your calendar stays right.
• Everything else: Show in my bell and Pop up for each category.

New patient added. When someone registers a patient, the owner, managers, receptionists and other administrative and front-desk roles get a pop-up by default. Everyone else gets the entry in the bell without a pop-up, and can switch the pop-up on under My notifications → Clinical activity → New patient added, which says which default applies to your role. These sit inside your clinic’s switches above: a category your clinic has muted reaches nobody. Your choices are kept per clinic, because your role differs from clinic to clinic. You can also set them from Profile and Settings → Notifications, under My notifications in a clinic, with a clinic picker if you belong to more than one.

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Set it up

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What changes once you save

There is no save — each switch takes effect as you flip it, and the confirmation toast tells you it landed. This store governs email directed at the practice. It is not the same thing as your own account settings, and it is not the same thing as what a client has asked for. If you are trying to stop a specific message, work out which store owns it first: So a client complaining about reminders is fixed on their record, not here; an owner tired of milestone emails turns off Achievement emails here.

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Rebooking reminders

A second card on this tab, Rebooking reminders, is about your clients, not your practice. With Suggest the next visit on, a client whose usual time until their next visit has come round — and who has nothing booked with you since — gets one email suggesting they book that service again, with a button that opens your booking page with the service already chosen. The same suggestion appears as a Book your next visit card in their client portal.

• Only the clinic owner can change it. Anyone else sees the switch, and the line under it says so.
• Nothing is sent until a service has a usual gap. Set Usual time until the next visit on each service in Appointment services. A service without one never sends a rebooking email.
• One email per visit, at most. It goes out the day the gap is reached (or within a week of it). If the client books anything in the meantime — or has already been back — nothing is sent.
• The email says as little as possible. It names the service and your practice, and nothing about the client or the visit.
• Clients stay in control. A client whose record has appointment emails turned off gets no rebooking email, and every email carries Stop these reminders. Using it stops rebooking emails and the portal card from your practice for that client; their appointment confirmations and reminders carry on.
• Your booking page must be published and the service bookable online by existing clients, because the button takes them there.

Turning the switch on does not send anything for old visits: only visits whose gap is reached from now on (or in the last week) are suggested.

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Check it worked

Flip a switch and watch for the confirmation — “Notifications muted” or “Notifications enabled”, naming the category. Reload the tab; the switch should hold its new position. Then trigger something in that category (book a test appointment, say) and confirm nothing arrives in the practice inbox and nothing appears under the bell.

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Common issues

For how these preferences are honoured across the platform, see Notification settings.