Manage Client Portal Notifications

When using the secure client portal, you will receive app notifications and email notifications by default.

This article covers the notifications on the admin/practitioner side. Your clients will be able to manage their own notifications through the client portal.

Manage Your Notifications

1. From the home page, click the speech bubble icon.
2. Click the Settings button on the top right.
3. Select the Notifications tab to view your options:
   
   1. Messaging Notifications will show up as a number next to the speech bubble icon on your PracticeQ toolbar. New notifications will also appear as slide out pop-ups.
   2. Email Notifications are an option you can select in addition to or instead of in-app notifications.
      1. Email notifications are sent once per client. This means that if a client sends you five messages in a row, you will receive only one email notification a few minutes after the first message is sent. 
      2. If you have PracticeQ open and read the message right away, the email notification will not be sent.
   3. Outgoing Messages send when your staff members post a message to a client that you have access to. 
      1. If this checkbox is checked, you will not be notified of any staff member messages.
      2. If this box is unchecked, The Outgoing Messages will obey the settings you enter for Messaging Notifications and Email Notifications and you will be notified when anyone (client or other staff members) posts messages that you have not viewed.
   4. Client List provides you the option to only see your clients on your messaging dashboard. This controls if you see clients in your portal.
      1. If this checkbox is  unchecked, you will see all clients you have access to, and your notifications will follow the settings you entered above. 
      2. If this checkbox is checked, you will only see notifications for YOUR clients. See below for guidelines on client ownership.

I OWN a client if:

• I own the client record.
• I have ever sent a message to the client in the client portal. ***

*** If you delete all past messages to the client, they will no longer be owned by you.

Clear Portal Notifications

• Sometimes portal notifications can get overwhelming and it can be tough to see new ones. 
• You can mark all your portal channels as Read in the Notifications tab of the portal settings.
• This will only apply to the logged in users portal notifications. It will not clear others even if switching accounts via the yellow bar.