Set Up Your Notifications
In addition to in-app notifications, PracticeQ offers several email and text notifications to keep you informed of actions on your account.
Note: All notifications listed in the Notifications tab are sent via email except for the five listed under the SMS heading. To receive SMS notifications, enter a textable phone number in the field provided.
- Click More → Settings.
- Select the Notifications tab on the left.
- Select the notifications you wish to receive for the following topics:
- Form Notifications
- Decide if you want to be notified when clients submit forms or forms are assigned to you.
- Appointment Notifications
- This category offers both email and SMS notification options
- Choose when to be notified about appointment scheduling, confirmation, and checkin.
- Note Notifications
- Stay on top of notes assigned to you or sessions that are missing notes.
- Invoice Notifications
- Get notified about invoice payments, auto-charges, and payment declines.
- Claim Notifications
- Keep up with ERA statuses and Prior Authorization numbers.
- Staff Comment Notifications
- Choose if you wish to be notified when fellow staff members make comments on clients.
- Inventory Notifications
- Stay on top of your product list; choose to be notified about expiry and low stock.
- Other
- Choose notifications about PracticeQ updates, choose to remove client data from your notifications
- This is also where you can control your in-app notifications; when disabled, you will stop receiving non-critical notifications.
- When you check Disable app notifications on your screen, you will still receive notifications when appointments are booked by clients and when an email you send succeeds or fails.
- Form Notifications
- Once you have completed your selections, click Save.