Account Notifications

PracticeQ offers notifications for various actions within the account. The notifications can be sent within the system, or via email or SMS.

Note: The client portal permissions will not be here. Read about portal notifications here: Manage Client Portal Notifications.

Notifications can be adjusted on a per-user basis, meaning that each practitioner on your team has control over the notifications they receive. To adjust the overall system notifications, follow the steps below.

1. Login as the user for whom you want to adjust notifications.
2. Click More → Settings.
3. Select the Notifications tab.
4. Most of the available account notifications options will display. 
5. Enable/disable notifications to your liking.
6. Click Save.

Note: Assistants do not have their own unique notifications. When an assistant edits the notifications in More → Settings → Notifications, they edit the notifications for the practitioner they are currently managing, as well as the notifications for other assistants managing that practitioner.

HIPAA-Compliant Notifications

• It's easy to remove client names and emails from your notifications!
• Scroll down to the Other heading and check the box labeled Remove any client information from my notifications.