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Client Alerts and Notifications
Client 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 clients are receiving notifications that you didn't expect, or they are not receiving notifications you did expect, you can alter the settings. This is a list of all notifications that can be automatically sent to clients/payers/emergency contacts.

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

To see just those that go to Caregivers, click HERE

To see just those that go to Agency Users, click HERE

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

Notification

Email/SMS

Recipient

Where it is Configured

Clock in

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Completed Clock out

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Invoice Due (overdue)

SMS

Payer/Client/ Em Contact

Admin Settings> Configuration> Configure SMS Services

Invoice Generation SMS to Payer

SMS

Payer

Admin Settings> Configuration> Configure SMS Services

Payment Received

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Schedule Reminder SMS to Client

SMS

Client

Admin Settings> Configuration> Configure SMS Services

Schedule Creation

SMS

Client

Admin Settings> Configuration> Configure SMS Services

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