Automatic Appointment Notifications

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Summary

Notifications can be set up to be sent per appointment rather than at a specific point in a workflow. This can be useful if you have certain work types that will require multiple appointments on specific statuses.

To set up notification groups to be sent out, please see the article on notifications.

User Type Rights

Code Name Description Right Type
MSAD Admin Access to the Admin menu using the cog icon in the menu header. For all the rights mentioned in this section the user will need to have this right Page Access
ADMIN_JOBS Jobs Access to the Jobs admin sub section on the Admin page. This is the parent right for this group so you will need to add it before you can use any of the rights below. Page Access
WEL Work Types Access to the Work Types admin page to add/edit/delete Work Types. Page Access

Guide

Adding a Notification Group to a Work Type

  • Click on the cog icon to access the admin menu
  • Select "Work Types" from the "Jobs" menu
  • Select the work type you'd like to edit to bring up the details screen

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  • Click on the edit icon in the top left to start editing the work type
  • Under the "Settings" section, select a notification group to be sent out and toggle "Send notifications" to ON

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  • Click Update to save your changes

Removing a Notification Group From a Work Type

  • Click on the cog icon to access the admin menu
  • Select "Work Types" from the "Jobs" menu
  • Select the work type you'd like to edit to bring up the details screen

img1.png

  • Click on the edit icon in the top left to start editing the work type
  • Under the "Settings" section, click the x next to the notification group to clear it and toggle "Send notifications" to OFF

img3.png

  • Click Update to save your changes