Questions answered in this article:

  • How can my client receive the email notifications?
  • Can I enable access for more than one primary contact?
  • How can a practitioner enable email notifications?


Related articles:


Note:

Email and SMS Notifications (for Clients): Enable these from the client chart modal.

Email Notifications (for Practitioners): Enable these from the account settings.



Enabling email and SMS notifications (For clients) 


Note:

For adult clients, notifications and online access will be manually enabled on their profile.

For minor clients, choose the primary contact from the People’s tab to receive online access and email notifications


Go to the Client page by clicking the Clients tab under My Office.



Choose and select a client from the list in the Client page. Then the client chart modal will appear. Proceed and select the People tab. Go to the Primary Contact(s) section.



To enable email notifications, online access etc, Select a primary contact and scroll down to the Contact Settings section on the modal.


  Note: When entering the primary contact's number, set the phone type to Cellphone.

 


Select the specific notifications and access permissions you want the primary contact to have.


Note: It’s recommended to check both the 'Enable online access' and 'Enable email notifications' boxes. This access and these notifications can also be enabled for multiple guardians


Alternatively, if the client is an adult, to enable online access and notifications, click the Edit Profile button.


Go to the Client Settings section and select the notifications and access permissions you want to enable for the adult client. Remember to click Save after.


Note: It is recommended to check both the 'Enable online access' and 'Enable email notifications' boxes.


Enabling email notifications (For practitioners) 


Click on the practitioner's initials located at the top right corner of the screen.

Select Account settings from the options.



Navigate to the Account tab and scroll down to the Email Notification Settings. Select the desired notifications and access permissions as a practitioner. Remember to save your changes afterwards.