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Agency User Alerts and Notifications
Agency User Alerts and Notifications

Automatic alerts and notifications settings

K
Written by Kate Lewis
Updated over 3 years ago

There are many events that happen in CareSmartz that can trigger the system to automatically notify someone. If you or your staff are receiving notifications that you didn't expect, or you are not receiving notifications you did expect, you can alter the settings. This is a full list of all alerts and notifications that can be automatically sent to your office staff.

To see a full list of ALL alerts and notifications, click HERE

To see just those that go to Clients, click HERE

To see just those that go to Caregivers, click HERE

To see emails (not alert or notifications) that are sent automatically, click HERE

Notification

Email/SMS

Recipient

Where it is Configured

Caregiver hired

Email

Agency users

Office Settings> Notifications tab

Caregiver hired

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Caregiver Injury

Email

Agency users

Office Settings> Notifications tab

Caregiver Injury

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Client Authorization expiring

Email

Agency users

Office Settings> Notifications tab

Client Authorization expiring

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Client Feedback

Email

Agency users

Office Settings> Notifications tab

Clients with no future schedules

Email

Agency users

Office Settings> Notifications tab

Clients with no future schedules

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Compliance Expiration

Email

Agency users

Office Settings> Notifications tab

Missed Check in/Out

Email

Agency users

Office Settings> Notifications tab

Missed Clock In

Email

Agency User

Office Settings > Notifications tab

Missed Clock In

SMS

Agency User

Admin Settings> Configuration> Configure SMS Services

New Prospective Client

Email

Agency users

Office Settings> Notifications tab

New Prospective Client

SMS

Agency Users

Admin Settings> Configuration> Configure SMS Services

Recurrence Change

Email

Agency users

Office Settings> Notifications tab

SMS Replies

Email

Agency users

Office Settings> Notifications tab

Successful Clock in/out

Email

Agency users

Office Settings> Notifications tab

Successful Clock in/out

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Unidentified Clock in/out

SMS

Agency users

Admin Settings> Configuration> Configure SMS Services

Unidentified Check in/Out

Email

Agency users

Office Settings> Notifications tab

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